Bentley Associates
Industry: Company
DescriptionFounded: 1990 Subsidiary: Bentley Securities CorporationFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportBentley Associates L.P.WebsiteDirections Saved (0) Saved Save 1 Google review Investment bank in New York City, New York Address: 250 Park Ave #1101, New York, NY 10177 Phone: (212) 972-8700: Hours: : Place name: : Category: : : Website: : Website: http://www.bentleylp.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 Bentley Associates L.P. Posting publicly on the Web Write a review Reviews 1 Google review
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Bentley Associates Employees
American Express March 2013 - October 2014
American Express September 2011 - March 2013
Cornell University August 2009 - May 2011
Corning Incorporated September 2010 - January 2011
Bentley Associates June 2010 - August 2010
Keynote Capitals Ltd. August 2008 - March 2009
L&T Infotech April 2007 - July 2008
ITELL Software Services Pvt. Ltd. September 2004 - March 2007
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Management Consulting, Investment Banking, Business Analysis, Business Intelligence, Operational Due..., Capital Markets, SQL, SDLC, Business Case Modelling, Decision Support, Payment Industry, Customer Insight and..., Benefit Cost Analysis, Equity Research, Market Sizing, Long Range Planning
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
University of Mumbai 2000 — 2004
Bachelor of Engineering
Credit Suisse May 2015 - Present
Bentley Associates October 2014 - Present
EY February 2013 - April 2013
Metzler September 2012 - October 2012
EY November 2011 - March 2012
KPMG Deutschland August 2011 - October 2011
Siemens November 2009 - April 2010
Infraserv Höchst October 2008 - February 2009
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Due Diligence, Company Profiling, Valuation, Company Valuation, DCF Valuation, Purchase Price..., Purchasing Processes, Buy-side, Sell Side, Accounting, German GAAP, US GAAP, IFRS, Corporate Tax, Tax Advisory
Education
Cass Business School 2013 — 2014
Master of Science (MS), Corporate Finance, Graduated with 'Distinction'
Johann Wolfgang Goethe-Universität Frankfurt am Main 2009 — 2012
Bachelor of Science (BS), Economics and Business Administration (Finance & Accounting)
Sun Yat-Sen University 2010 — 2011
Exchange Semester - Lingnan College, Finance & Accounting, A
Oppenheimer & Co. October 2013 - Present
BMO Capital Markets May 2005 - May 2013
Bentley Associates 1999 - 2005
PaineWebber 1996 - 1998
Smith Barney 1993 - 1996
Oppenheimer & Co. 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Education
Columbia University - Columbia Business School
MBA, Finance
Colgate University
AB, Economics
Montclair Kimberley Academy
Houlihan Lokey March 2015 - Present
Deutsche Bank June 2013 - February 2015
Bentley Associates February 2013 - June 2013
Novus Partners May 2012 - August 2012
Columbia Business School May 2012 - August 2012
Columbia University January 2012 - May 2012
Oberon Securities, LLC November 2011 - May 2012
LAJ Consulting September 2011 - May 2012
Laj Foundation January 2009 - September 2011
Sagicor Life Inc May 2011 - July 2011
Skills
Valuation, Research, Modeling, Financial Modeling, Bloomberg, Hedge Funds, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Investment Banking, Investments, Financial Analysis, Private Equity, Equities, Portfolio Management, Equity Research, Capital Markets, VBA, Due Diligence, DCF
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Management Science and Engineering
University of Miami - School of Business 2006 — 2010
BA, Finance Concentration in Mathematics
Campion College 1999 — 2006
Capital One September 2014 - Present
Capital One August 2013 - September 2014
KPMG US July 2012 - July 2013
Bentley Associates June 2011 - August 2011
Fluor 2006 - 2010
Skills
Valuation, Due Diligence, Financial Modeling, Analysis, Corporate Finance, Management Consulting, Risk Management, Mergers & Acquisitions, Investment Banking, Business Strategy, Strategy, Financial Analysis, Analytics, Business Analysis, Competitive Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA, Finance & Accounting, Graduated with Distinction (Top 10% of class)
Indian Institute of Technology, Delhi 2001 — 2005
Bachelor of Technology, Mechanical Engineering
Apeejay
Capital Bank April 2013 - Present
Capital One September 2009 - April 2012
Capital One January 2007 - August 2009
Capital One Canada October 2004 - December 2006
Capital One January 2004 - September 2004
Executive Management Solutions, LLC March 2003 - January 2004
Bentley Associates May 2002 - March 2003
DLJdirect / CSFBdirect June 1999 - June 2001
Global Search Associates January 1998 - May 1999
Skills
Strategic Planning, Negotiation, Structured Finance, Team build, Financial Planning, Valuation, Marketing Strategy, Product Development, Product Management, Corporate Finance, Team Leadership, Risk Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance, Entrepreneurship
Fairleigh Dickinson University 1997 — 1999
BS, Finance
Bentley Associates January 2012 - Present
Vistech Corporation 1993 - Present
Combustion Engineering / ABB 1985 - 1991
Westinghouse Electric Corporation 1981 - 1985
Dravo Corporation 1976 - 1980
Stone & Webster Engineering Corporation 1970 - 1975
Skills
Mergers, Entrepreneurship, Capital, Project Management, Entrepreneur, Private Placements, Strategy, Venture Capital, Start-ups, Mergers & Acquisitions, Business Strategy, Restructuring, Investments, Investment Banking, Corporate Development, Private Equity, Finance, Corporate Finance, Valuation, M&A experience, Due Diligence, Project Finance, Financial Modeling, IPO, Financial Structuring, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 1975 — 1976
MBA, Finance / Management
Lehigh University 1964 — 1969
BS / BA, Mechanical Engineering / Applied Science
Bentley Associates March 2012 - August 2014
Navika Capital Group May 2011 - February 2012
Adelphi Capital Investments May 2010 - October 2010
Travelex Global Business Payments May 2009 - August 2009
Sterling National Bank May 2008 - August 2008
Skills
Financial Modeling, Investment Banking, Telecommunications, Technology, Excel, Word, PowerPoint, Microsoft Office, Thomson One, Capital IQ, Salesforce, Quickbooks, Microsoft Excel, Corporate Finance, Axial Market, Financial Analysis, M&A experience, Equity Research, Bloomberg Terminal, Valuation, Management, Microsoft Word
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance; Economics
Jericho Senior High School 2003 — 2007
Eastdil Secured Wells Fargo July 2014 - Present
Bentley Associates January 2014 - May 2014
FertilityAuthority.com July 2012 - December 2013
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), School of Journalism & Mass Communication
Bentley Associates 2011 - Present
Claritas Data Solutions LLC May 2013 - Present
Grand Prix New York 2009 - Present
Mallet Capital Management 2003 - 2010
Credit Suisse First Boston 1994 - 2002
The Argentum Group 1989 - 1994
Skills
Hedge Funds, Private Equity, Investment Banking, Venture Capital, Portfolio Management, Mergers, Risk Management, Mezzanine, Research, Risk Arbitrage, Equities, Alternative Investments, Capital Markets, Investments, Valuation, Trading, Restructuring, Mergers & Acquisitions, Entrepreneurship, Derivatives, Capital, Structured Finance, Private Placements, Mutual Funds, Acquisitions, Corporate Development, Investor Relations, Financial Structuring, LBO, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
M.B.A., Finance
Columbia University in the City of New York 1982 — 1986
B.S., Mechanical Engineering
Regis High School 1978 — 1982
Bentley Associates August 2014 - July 2015
U.S. Department of Commerce April 2012 - July 2014
US Trade Representative January 2012 - April 2012
U.S. Department of State August 2011 - December 2011
U.S. International Trade Commission May 2011 - August 2011
The QED Group, LLC May 2010 - May 2011
US Campaign for Burma January 2010 - May 2010
Asia America Initiative August 2009 - December 2009
Wat Don Chan Orphanage August 2008 - December 2008
Skills
Economics, International Economics, Chinese, Microsoft Excel, Financial Analysis, Foreign Policy, Mandarin, Statistics, Stata, Corporate Finance, Financial Accounting, Quantitative Research, Econometrics, Chinese Foreign Policy, PowerPoint, Microsoft Word, DCF Valuation, SQL, Access
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
CFA Institute
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2012
MA, International Economics, China Studies, 3.88 GPA
Lake Forest College 2005 — 2009
BA, Economics, Asian Studies, 3.93 GPA
Walt Whitman High School 2001 — 2005
High School
Bentley Associates July 2015 - Present
Iroquois Capital Management June 2014 - August 2014
Edgartown Yacht Club June 2010 - August 2013
Skills
Investment Banking, Capital Markets, Financial Analysis, Financial Modeling, Financial Research, Political Science, Econometrics, Economics, Mathematics, Public Policy, Chinese, Data Analysis, Team Leadership, Bloomberg Terminal, Teamwork, Digital Photography, Microsoft Office, Facebook, Microsoft Excel, Corporate Finance
Education
Hobart and William Smith Colleges 2011 — 2015
Bachelor’s Degree, Economics, Political Science, Graduate
Georgetown University 2013 — 2013
Accounting and Finance, Sophomore
Tabor Academy 2007 — 2011
High School
Credit Suisse May 2015 - Present
Bentley Associates June 2014 - April 2015
Houlihan Lokey June 2013 - August 2013
Market Plexus LLC March 2011 - August 2012
Napster January 2010 - December 2011
Magnify360 Inc March 2009 - December 2010
Thought Convergence November 2007 - November 2008
Skills
MySQL, Mobile Applications, Java, Agile Methodologies, JavaScript, Financial Modeling, Valuation, Financial Projection, HTML, Scrum, Start-ups, Online Marketing, Strategy, Testing
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Southern California
Masters
Bharathidasan University
Bachelor's degree
Bentley Associates April 2015 - Present
Clayton D. Ludwig & Associates LLC May 2013 - Present
YMCA December 2013 - April 2015
Northwestern Mutual May 2014 - July 2014
YMCA June 2010 - August 2013
Skills
Economics, Microsoft Office, Microsoft Word, Microsoft Excel, Derivatives, PowerPoint, Social Media, Typing, Youth Mentoring, Sports Management, Baseball, Cigars, Weight Training, Travel, Exploring, Time Management, Coaching, Sports, Insurance, Facebook, Social Networking, Leadership, Teamwork, Research, Event Planning, Social Media Marketing, Public Speaking, Customer Service, Marketing, Sales
Education
University of Connecticut 2010 — 2014
Bachelor's Degree, Economics, Economics GPA: 3.5
University of Connecticut 2010 — 2014
Bachelor's Degree, History, History GPA: 3.5
University of Connecticut 2010 — 2014
Bachelor’s Degree, Economics & History, Cumulative GPA: 3.4
Fashion Express Buying LLC August 2012 - Present
Michael Stuart NY catering & events February 2011 - August 2011
Sage General Store 2011 - 2011
Bentley Associates September 2007 - October 2010
Goldy & Mac / Macki December 2004 - June 2007
Teen People January 2004 - March 2004
Fitness Magazine June 2003 - August 2003
Skills
Menu Development, Catering, Restaurants, Culinary Management, Fine Dining, Cooking, Food & Beverage, Public Relations, Chef, Event Planning, Sales, Food, Hospitality, Culinary Skills, Retail, Merchandising, Event Management, Social Media
Education
French Culinary Institute 2007 — 2008
Grand Diploma in Culinary Arts
Fordham University 2000 — 2005
BA Communications & Media Studies, Journalism
PwC 2014 - Present
Bloomberg Ventures (subsidiary of Bloomberg LP) 2011 - 2014
American Wind Capital Company 2007 - 2010
Independent Corporate Finance Advisor 2004 - 2007
Bentley Associates 2002 - 2004
Noble Energy Development 2001 - 2002
GE Capital 1998 - 2001
Citi 1994 - 1998
PwC 1992 - 1994
Skills
Investments, Funding, Equities, Corporate Finance, Accounting, M&A due diligence, M&A experience, Private Equity, Risk Management, Credit Analysis, Due Diligence, Management, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Finance, Investment Banking, Fixed Income
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Northeastern University
BS, Accounting
Black & Wright July 2013 - Present
Travel Impressions and American Express Vacations, An American Express Company November 2010 - July 2013
Travel Impressions and American Express Vacations, An American Express Company November 2010 - June 2012
Black & Wright July 2001 - November 2010
Bentley Associates April 2009 - October 2010
Chimney Rock Capital Partners, LLC November 2007 - April 2009
CheapCaribbean.com December 2005 - April 2007
Liberty Travel and GoGo Worldwide Vacations May 2004 - August 2005
TravelCom (Travel Commerce Conference and Expo) June 2001 - May 2004
eMarketWorld November 1999 - July 2001
Skills
E-commerce, Tourism, Strategic Partnerships, Market Planning, Online Marketing, Social Media, Marketing Strategy, SEO, Strategic Planning, Email Marketing, Social Media Marketing, Public Relations, Public Speaking, SEM, New Business Development, Digital Marketing, Online Advertising, Sales Management, Business Strategy, Marketing Communications, Start-ups, Business Planning, Advertising, Negotiation, Strategy Development, Brand Development, Budgeting, Promotions, Social Networking, Competitive Analysis, Direct Marketing, Budgets, Strategy, Management, Leadership, CRM, Integrated Marketing, Marketing Management, Entrepreneurship, Business Development, B2B, Marketing, Sales, Mobile Devices, Blogging, Training, Selling, Digital Strategy, Analytics, Mobile Marketing
Education
University College London, U. of London 1979 — 1981
Master of Philosophy (MPhil), Urban Planning, Architecture
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1979
Bachelor of Arts (BA), History
Inspired Corporation October 2002 - January 2008
Empire Insurance Company January 1997 - December 2001
Xintra 1999 - 2000
Bentley Associates January 1996 - December 1997
Skills
Software Development, IT Operations, VMware, Human Resources, Outlook
Education
Fordham University 1988 — 1992
MBA, Finance
Long Island University - C.W. Post 1983 — 1986
B.S., Management
Bard College at Simon's Rock 1981 — 1983
AA, Liberal Arts
Simon's Rock 1980 — 1983
Liberal Arts
RBS Citizens, N.A. (Royal Bank of Scotland) 2012 - 2014
Caris & Company (now B. Riley) / M.M. Dillon 2005 - 2012
Bentley Associates 2001 - 2005
Citadel Investment Group (Nexbridge Capital) 1999 - 2001
HCFP / Brenner Securities (predecessors Southcoast Capital, Loewenbaum & Co) 1994 - 1999
Healthcare Capital Investments 1991 - 1994
Dean Witter Reynolds (now Morgan Stanley) 1989 - 1991
Chemical Bank (now JPMorgan Chase) 1983 - 1987
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Capital Markets, Commercial Banking, Financial Sponsors, Convertible Securities, Leveraged Finance, Portfolio Management, Relationship Management, Hedge Funds, Venture Capital, Medical Devices, Healthcare Information..., Specialty Pharmaceutical, Financial Structuring, Equities, Corporate Finance, Financial Services, Valuation, Private Placements, Emerging Markets, Mergers, Finance, IPO, Securities, Strategy, Equity Research, Investments, Corporate Development, Business Strategy, M&A experience, Strategic Planning, Alternative Investments, Financial Modeling, Financial Analysis, Restructuring, Due Diligence
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master of Business Administration (MBA)
Brown University 1979 — 1983
Bachelor of Arts (B.A.)
Bentley Associates 1996 - Present
JP Morgan Asset Management 1987 - 1995
Boston Financial Realty Advisors 1986 - 1987
Jones Lang Wootton 1977 - 1986
Skills
Real Estate Private..., Real Estate Finance, Debt Restructuring, Debt Raising, Merchant Banking, Transaction Negotiations, Investment Banking, Strategic Advisory, Lodging, Investments, Strategy, Negotiation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Private Placements, FINRA Series 7, 63, Investment Management, Home Builders, Ski Resorts, Disposition, Valuation
Education
New York University 1977 — 1978
Certificate in Real Estate Finance & Investment
University of Maine 1973 — 1975
American History (United States)
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Deutsche Bank Securities August 2009 - Present
Project Greens LLC 2012 - Present
Bank of America Merrill Lynch July 2005 - July 2009
Bentley Associates September 2004 - November 2004
Bentley Associates May 2004 - August 2004
Northwest Airlines January 2001 - September 2003
Skills
Aerospace, Mergers, Corporate Finance, Buy-side, Sell Side, Equities, Investment Banking, Private Placements
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
University of Minnesota - Carlson School of Management 1996 — 2000
BS
PwC June 2015 - Present
eFront September 2013 - June 2015
Frontier Markets Capital May 2012 - September 2013
Marlin & Associates September 2011 - April 2012
Bentley Associates September 2008 - April 2010
Investance February 2008 - July 2008
CDC Entreprises December 2006 - July 2007
Lazard September 2005 - April 2006
Thomson Reuters July 2005 - September 2005
Orange July 2002 - June 2003
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Venture Capital, Emerging Markets, Private Placements, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Strategic Advisory, M&A experience, Industry Analysis, Business Valuation, Competitive Analysis, Mergers & Acquisitions, Strategy, Project Management, Restructuring, Entrepreneurship, Risk Management, Start-ups, Corporate Development, Finance, Fixed Income, Equity Research, Capital Markets, Derivatives, DCF, Divestitures, Equities, Alternative Investments, Leveraged Finance, Financial Structuring, Management Consulting, Consulting
Education
Institut d'Etudes politiques de Paris 2004 — 2007
Master, MSc Finance and strategy
Université René Descartes (Paris V) 2003 — 2004
Bsc Computer sciences, Software Engineering and Systems Analysis
First New York Securities March 2011 - Present
Hayfield Capital September 2008 - April 2011
Bentley Associates September 2007 - September 2008
ABN Amro August 2006 - October 2007
University of Wyoming July 2005 - November 2005
Ivinson Memorial Hospital August 2003 - October 2005
Cheyenne Capital Fund June 2004 - September 2004
Skills
Equities, Valuation, Finance, Management, Private Equity, Investments, Mergers & Acquisitions, Analysis, Corporate Finance, Financial Analysis
Education
University of Wyoming 2004 — 2006
Master, Finance
Grove City College 1998 — 2002
BS, Molecular Biology
LHS
Bentley Associates 1990 - Present
PaineWebber 1988 - 1990
Oppenheimer & Co. 1987 - 1988
Donaldson, Lufkin & Jenrette 1976 - 1987
Skills
Investment Banking, Mergers, Corporate Finance, Private Placements, Valuation
Education
Harvard Business School 1974 — 1976
MBA
Brown University 1968 — 1972
A.B., American History
Perella Weinberg Partners April 2014 - Present
Barclays Capital March 2011 - April 2014
Bentley Associates April 2010 - March 2011
Education
Duke University - The Fuqua School of Business
Master of Business Administration (M.B.A.)
Passed Level I of CFA Exam
Bentley Associates April 2015 - Present
Mizuho Securities January 2005 - December 2014
Dresdner Kleinwort Wasserstein (Japan) Ltd. June 2002 - April 2004
Bear Stearns (Japan) Limited February 1998 - June 2002
Nikko Securities April 1997 - February 1998
Societe Generale, Tokyo December 1993 - April 1997
Skills
Macroeconomics, Japanese, Hedge Funds, Equities, Private Equity, Venture Capital, Options, Securities, Asset Managment, Due Diligence, Fixed Income, Mutual Funds, Derivatives, Trading, Financial Services, Alternative Investments, Asset Management
Education
University of Michigan 1986 — 1990
BA
Citigroup June 2010 - Present
Bentley Associates October 2009 - July 2010
Innovest June 2008 - December 2008
Garden City Group June 2005 - June 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Mergers, Derivatives, Equity Research, DCF, Credit Analysis, Series 7, Financial Structuring, Private Equity, Equities, Mergers & Acquisitions, Financial Analysis, Bloomberg
Education
Columbia University - Columbia Business School 2007 — 2009
Master of Business Administration (MBA)
New York Institute of Technology 2002 — 2005
BS, Finance & Accounting
Bentley Associates September 2012 - Present
Artemis Group December 2003 - August 2012
Stanley Black & Decker, Inc. September 2002 - December 2003
Exelon March 1998 - September 2002
Bovis Lend Lease February 1992 - March 1998
Forstman Little & Company February 1990 - February 1992
Education
Hofstra University
MBA
Lafayette College
BA Economics
Barclays Bank April 2010 - Present
Bentley Associates 2008 - May 2010
Lessard & Companies 2005 - 2007
Bentley Associates / Butler Chapman 2000 - 2005
The Bank of New York 1997 - 2000
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Mergers, Portfolio Management, Equities, Due Diligence, Venture Capital, Investments, Corporate Development, Financial Analysis, Mergers & Acquisitions, Start-ups, Finance, Credit, Management, Banking
Education
Baruch College, City University of New York (CUNY) 1999 — 2000
MS - Finance, Finance
University of Delaware 1988 — 1992
BA, Political Science
Bentley Associates January 2013 - Present
TIAA-CREF August 2010 - February 2011
TIAA-CREF April 1998 - July 2010
TIAA-CREF January 1997 - March 1998
TIAA-CREF June 1978 - December 1996
Home Life Insurance Co. June 1975 - May 1978
Honorable Leonard Stavisky, Chairman of Education Committee of N.Y.S. Assembly January 1975 - April 1975
Skills
Alternative Investments, Private Equity, Venture Capital, Securities, Fund Of Funds, Investments, Portfolio Management
Education
Northwestern University School of Law
JD, law
University at Buffalo
BA, political science
Bentley Associates April 2008 - Present
Nomura April 2004 - April 2005
Merrill Lynch August 1982 - March 2003
Skills
Renewable Energy, Clean Technology, Venture Capital, Private Equity, Investment Banking, Private Placements, M&A experience, Valuation, Corporate Development, Due Diligence, Debt, Cleantech, Alternative Investments, Entrepreneurship, Capital Markets, Mergers & Acquisitions, IPO, Corporate Finance, Investments, Finance, Financial Structuring, Business Valuation, Structured Finance, Equities
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
University of Virginia 1974 — 1979
BS, Finance
St Marks School 1970 — 1974
Diploma
Bentley Associates February 2004 - Present
Shattuck Hammond Partners October 2001 - February 2004
PricewaterhouseCoopers December 1999 - October 2001
Ladenburg Thalmann May 1995 - December 1999
Wade Capital Corp. May 1991 - May 1995
Dean Witter Reynolds August 1989 - May 1991
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance
University of Virginia 1981 — 1985
BA, Economics
Kudu Advisors LLC August 2010 - Present
Bentley Associates March 2009 - December 2009
Freeman & Co. LLC 2004 - 2008
Putnam Lovell NBF 2001 - 2004
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Valuation, Equities, Corporate Finance, Investment Banking, Hedge Funds, Private Placements, Alternative Investments, Capital Markets
Education
Harvard Law School
JD
Rice University
BA, Economics
Rice University - Jesse H. Jones Graduate School of Management
MBA
Bentley Associates President & COO UI USA, Inc.Credit Agricole1989 - 1999
Bankers Trust (now Deutsche Bank) 1984 - 1989
Skills
Private Equity, Valuation, Corporate Finance, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Derivatives, Strategy, Start-ups, Corporate Development, Investment Banking, Entrepreneurship, Business Strategy, Negotiation, Financial Modeling, M&A experience, Private Placements, Due Diligence, Financial Structuring, Investments, Alternative Investments
Education
INSEAD 1987 — 1987
MBA, Finance
Fulbright Scholar 1984 — 1985
Morocco - Universite Mohammed V, Mechanical Engineering -Solar Energy
Brown University 1980 — 1984
BA, Engineering, Comparative Literature
Kingswood-Oxford 1978 — 1980
High School
Wooster 1974 — 1978
Newtown
Perella Weinberg Partners July 2011 - Present
Bentley Associates 2010 - July 2011
Deutsche Bank Securities 2005 - 2008
Citigroup 2004 - 2005
William Street Advisors 2002 - 2004
Merrill Lynch 1996 - 2002
Dean Witter 1995 - 1996
Education
Columbia Law School 1992 — 1995
JD
University of Pennsylvania - The Wharton School 1986 — 1990
BS Econ, Finance, Accounting
Bank of America Merrill Lynch July 2015 - Present
Columbia Business School August 2013 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Bentley Associates May 2013 - August 2013
Goldman Sachs January 2011 - April 2013
Johnson & Johnson January 2010 - June 2010
Penn State University May 2009 - November 2009
Skills
Investments, Corporate Finance, Social Media, SAS, Fixed Income, HTML, Valuation, Investment Banking, Cross-functional Team..., Bloomberg, Capital Markets
Education
Columbia Business School
Master of Business Administration (MBA)
Penn State University 2006 — 2010
BS, MIS
Bentley Associates January 2014 - Present
Bentley Associates 2009 - December 2013
Libra Securities 2005 - 2008
Libra Securities 2003 - 2005
JP Morgan Chase 2002 - 2002
Skills
Investment Banking, Valuation, Private Placements, Financial Modeling, Mergers, Corporate Finance, Strategic Advisory, Sell Side, Capital Raising, Mergers & Acquisitions, Equities, Private Equity, Finance, Venture Capital, Due Diligence, Capital Markets, Investments, Financial Analysis, Corporate Development, Start-ups, Company Valuation, Growth Equity
Education
University of Pennsylvania - The Wharton School 1998 — 2002
Finance
Nomura Securities December 2013 - Present
Bentley Associates September 2012 - December 2013
One Mall Group July 2011 - September 2012
Merrill Lynch August 2011 - December 2011
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Microsoft Excel, Pitch Books, PowerPoint, Capital IQ, Strategic Planning, Start-up Consulting, Start-up Ventures, Start-ups, Project Management
Education
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science (BS), Finance
Arizona State University, W. P. Carey School of Business 2008 — 2012
Certificate, International Business
Arizona State University, W. P. Carey School of Business 2008 — 2012
Certificate, Small Business & Entrepreneurship
Citi June 2014 - Present
Bentley Associates September 2013 - May 2014
Restaurant Tallent July 2012 - January 2013
Education
Indiana University Bloomington 2009 — 2013
B.A.
Bentley Associates Board DirectorChna XD Plastics2009 - Present
Skills
Valuation, Equities, Investments, Corporate Development, Portfolio Management, Equity Research, Venture Capital, Strategic Planning, Investment Banking, Private Equity, Start-ups, Investor Relations, Due Diligence, Mergers & Acquisitions, Financial Analysis, Capital Markets
Education
Harvard Business School
MBA
Princeton University
BSE, Mechanical and Aerospace
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)