Berenson & Company
Description
Founded: 1990 Subsidiaries: Berenson & Company, LLC, Berenson & Company, Asset Management Arm
Berenson & Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Berenson & Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Berenson & Company Employees
Employee
Years
Job
Industry
North Whipple North Whipple's Berenson & Company Experience June 2008 - March 2010
Job Founder & CEO, Circle 9 Resources
Industry Oil & Energy
Experience
Circle 9 Resources April 2013 - Present
PostRock Energy Corporation April 2010 - March 2013
Berenson & Company June 2008 - March 2010
Skills
Natural Gas, Analysis, Contract Negotiation, Corporate Finance, Due Diligence, Energy, Energy Industry, Finance, Financial Analysis, Financial Modeling, Mergers, Oil, Petroleum, Petroleum Engineering, Valuation, Deep Brain Stimulation
Education
Brown University
Bachelor's degree
Circle 9 Resources April 2013 - Present
PostRock Energy Corporation April 2010 - March 2013
Berenson & Company June 2008 - March 2010
Skills
Natural Gas, Analysis, Contract Negotiation, Corporate Finance, Due Diligence, Energy, Energy Industry, Finance, Financial Analysis, Financial Modeling, Mergers, Oil, Petroleum, Petroleum Engineering, Valuation, Deep Brain Stimulation
Education
Brown University
Bachelor's degree
Carol Hydovitz Carol Hydovitz's Berenson & Company Experience October 2007 - September 2008
Job Executive and Personal Assistant to the Chief Financial Officer at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC May 2013 - Present
Roundtable Investment Partners September 2008 - April 2013
Roundtable Investment Partners & Carleon Capital Partners September 2008 - April 2013
Berenson & Company October 2007 - September 2008
Morgan Stanley Investment Management 2001 - 2007
Barnes & Noble College September 1995 - February 2001
Skills
Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Budgets, Social Media, Nonprofits, Management, Organizational..., Vendor Management, Office Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Contract Negotiation, BoadEx, QuickBooks, Process Improvement, Concur, CRM databases, Access, Calendars
Education
Simmons College
B.A., Business Management
Winchester Thurston
Apollo Global Management LLC May 2013 - Present
Roundtable Investment Partners September 2008 - April 2013
Roundtable Investment Partners & Carleon Capital Partners September 2008 - April 2013
Berenson & Company October 2007 - September 2008
Morgan Stanley Investment Management 2001 - 2007
Barnes & Noble College September 1995 - February 2001
Skills
Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Budgets, Social Media, Nonprofits, Management, Organizational..., Vendor Management, Office Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Contract Negotiation, BoadEx, QuickBooks, Process Improvement, Concur, CRM databases, Access, Calendars
Education
Simmons College
B.A., Business Management
Winchester Thurston
Matt Somma Matt Somma's Berenson & Company Experience May 2010 - June 2012
Job Vice President
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan August 2012 - Present
Berenson & Company May 2010 - June 2012
Moodys Corporation September 2008 - May 2010
MSD Capital June 2007 - July 2008
CIT Group (M&A) June 2006 - June 2007
Ritchie Capital Management 2005 - 2006
Skills
Equities, Series 7, Series 63, Long/Short Equity, Principal Investing, Oil & Gas Industry, Portfolio Management, Alternative Assets, Product Structuring, Capital IQ, Commodity Markets, Ratings, Natural Resources, FIG, industrials, Aerospace Industries, FX trading, Options Strategies, Bloomberg, Investments, Alternative Investments, Private Equity, Hedge Funds, Finance, Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Mergers & Acquisitions, Trading, Restructuring, Commodity, FX Options, High Yield, Equity Research, Credit, Bonds, Banking, Valuation, Options, LBO, DCF, Hedging, Capital Structure, Financial Modeling, Risk Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Chaminade 1998 — 2002
Our Lady of the Hamptons
Our Lady of the Hamptons
J.P. Morgan June 2014 - Present
J.P. Morgan August 2012 - Present
Berenson & Company May 2010 - June 2012
Moodys Corporation September 2008 - May 2010
MSD Capital June 2007 - July 2008
CIT Group (M&A) June 2006 - June 2007
Ritchie Capital Management 2005 - 2006
Skills
Equities, Series 7, Series 63, Long/Short Equity, Principal Investing, Oil & Gas Industry, Portfolio Management, Alternative Assets, Product Structuring, Capital IQ, Commodity Markets, Ratings, Natural Resources, FIG, industrials, Aerospace Industries, FX trading, Options Strategies, Bloomberg, Investments, Alternative Investments, Private Equity, Hedge Funds, Finance, Capital Markets, Leveraged Finance, Investment Banking, Fixed Income, Mergers & Acquisitions, Trading, Restructuring, Commodity, FX Options, High Yield, Equity Research, Credit, Bonds, Banking, Valuation, Options, LBO, DCF, Hedging, Capital Structure, Financial Modeling, Risk Management
Education
University of Notre Dame 2002 — 2006
Bachelor of Science (B.S.), Political Science and Government
Chaminade 1998 — 2002
Our Lady of the Hamptons
Our Lady of the Hamptons
Svitlana Nesterova's Berenson & Company Experience September 2014 - Present
Job Intern / Trainee at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company September 2014 - Present
Skills
Legal Research, Legal Writing, International Law, English, Public Speaking, Research, Legal Advice, Corporate Law, Policy Analysis, Microsoft Office, Customer Service, Public Policy, Administrative Law, Political Science, International Relations, Human Rights, Environmental Law, Westlaw, Government, French, Litigation, Intellectual Property, Spanish, Editing, Politics, Mediation, Competition Law, Criminal Law, Investment Banking, Finance, Management
Education
Duke University School of Law 2012 — 2013
Master of Laws (LL.M.), Business & Corporate Law
Berenson & Company September 2014 - Present
Skills
Legal Research, Legal Writing, International Law, English, Public Speaking, Research, Legal Advice, Corporate Law, Policy Analysis, Microsoft Office, Customer Service, Public Policy, Administrative Law, Political Science, International Relations, Human Rights, Environmental Law, Westlaw, Government, French, Litigation, Intellectual Property, Spanish, Editing, Politics, Mediation, Competition Law, Criminal Law, Investment Banking, Finance, Management
Education
Duke University School of Law 2012 — 2013
Master of Laws (LL.M.), Business & Corporate Law
Alexa Tront Alexa Tront's Berenson & Company Experience September 2010 - May 2014
Job Squarepoint Capital
Industry Investment Banking
Experience
Squarepoint Capital May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2014 - May 2015
Berenson & Company September 2010 - May 2014
Berenson & Company June 2010 - September 2010
D'amore Jewelers August 2009 - June 2010
Wenner Media August 2009 - December 2009
University of Miami - Ibis Yearbook 2008 - 2009
Cosmopolitan Magazine May 2008 - August 2008
Wenner Media May 2007 - August 2007
Frank's Waterside Restaurant June 2006 - August 2006
Skills
Press Releases, Marketing Strategy, Advertising, InDesign, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Accounting, SEO, QuickBooks
Education
University of Miami 2005 — 2009
Bachelor of Science in Communication, Advertising, English, Marketing
Magazine University
Seminars in Magazine Publishing
Dwight-Englewood High School
Squarepoint Capital May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2014 - May 2015
Berenson & Company September 2010 - May 2014
Berenson & Company June 2010 - September 2010
D'amore Jewelers August 2009 - June 2010
Wenner Media August 2009 - December 2009
University of Miami - Ibis Yearbook 2008 - 2009
Cosmopolitan Magazine May 2008 - August 2008
Wenner Media May 2007 - August 2007
Frank's Waterside Restaurant June 2006 - August 2006
Skills
Press Releases, Marketing Strategy, Advertising, InDesign, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Accounting, SEO, QuickBooks
Education
University of Miami 2005 — 2009
Bachelor of Science in Communication, Advertising, English, Marketing
Magazine University
Seminars in Magazine Publishing
Dwight-Englewood High School
Akshay Savlani's Berenson & Company Experience July 2015 - Present
Job Investment Banking Analyst at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company July 2015 - Present
Tufts Student Resources January 2014 - January 2015
Tufts Financial Group August 2011 - October 2014
Morgan Stanley June 2014 - August 2014
BNP Paribas July 2013 - August 2013
Credit Suisse June 2012 - July 2012
Skills
Economics, Equity Research, Capital Markets, Equities, Corporate Finance, Bloomberg, Stata, Financial Analysis, Financial Modeling, Valuation, Emerging Markets
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA) - Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Visiting Student - Department of Finance
International Baccalaureate 2009 — 2011
United World College of South East Asia - International Baccalaureate Diploma
Berenson & Company July 2015 - Present
Tufts Student Resources January 2014 - January 2015
Tufts Financial Group August 2011 - October 2014
Morgan Stanley June 2014 - August 2014
BNP Paribas July 2013 - August 2013
Credit Suisse June 2012 - July 2012
Skills
Economics, Equity Research, Capital Markets, Equities, Corporate Finance, Bloomberg, Stata, Financial Analysis, Financial Modeling, Valuation, Emerging Markets
Education
Tufts University 2011 — 2015
Bachelor of Arts (BA) - Economics
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Visiting Student - Department of Finance
International Baccalaureate 2009 — 2011
United World College of South East Asia - International Baccalaureate Diploma
Erica Jarman's Berenson & Company Experience March 2004 - June 2005
Job Owner Operator at House of Strut
Industry Retail
Experience
House of Strut February 2015 - Present
Zia Boutique August 2013 - May 2015
Boss Lady Vintage January 2011 - December 2014
Executive Recruiting Resources, LLC October 2011 - March 2014
TMX Finance LLC August 2007 - September 2011
Robert Half International, Accountemps June 2005 - August 2007
Berenson & Company March 2004 - June 2005
Savannah College of Art and Design January 2003 - May 2004
Skills
Talent Management, Talent Acquisition, Talent Scouting, Recruiting, Recruitment Advertising, Contract Recruitment, Internet Recruiting, Recruitment Training, Executive Search, Executive Support, Candidate Generation, Candidate Marketing, Passive Candidate..., Closing Candidates, Qualifying Candidates, Leadership Development, Hiring, Applicant Tracking..., Sourcing, Sales, Employee Relations, Financial Services, Staffing Services, Permanent Placement, Executive Management, Corporate Recruiting, RPO, College Recruiting, Staff Augmentation, Screening Resumes, Mergers & Acquisitions, Onboarding, Networking, Technical Recruiting, Performance Management, Cold Calling
Education
Georgia Southern University 1997 — 2001
Business, Marketing & Sales
House of Strut February 2015 - Present
Zia Boutique August 2013 - May 2015
Boss Lady Vintage January 2011 - December 2014
Executive Recruiting Resources, LLC October 2011 - March 2014
TMX Finance LLC August 2007 - September 2011
Robert Half International, Accountemps June 2005 - August 2007
Berenson & Company March 2004 - June 2005
Savannah College of Art and Design January 2003 - May 2004
Skills
Talent Management, Talent Acquisition, Talent Scouting, Recruiting, Recruitment Advertising, Contract Recruitment, Internet Recruiting, Recruitment Training, Executive Search, Executive Support, Candidate Generation, Candidate Marketing, Passive Candidate..., Closing Candidates, Qualifying Candidates, Leadership Development, Hiring, Applicant Tracking..., Sourcing, Sales, Employee Relations, Financial Services, Staffing Services, Permanent Placement, Executive Management, Corporate Recruiting, RPO, College Recruiting, Staff Augmentation, Screening Resumes, Mergers & Acquisitions, Onboarding, Networking, Technical Recruiting, Performance Management, Cold Calling
Education
Georgia Southern University 1997 — 2001
Business, Marketing & Sales
Jake Lipman's Berenson & Company Experience September 2004 - April 2005
Job Actress, Producing Artistic Director
Industry Entertainment
Experience
Tongue in Cheek Theater Productions January 2006 - Present
D. E. Shaw & Co., L.P. December 2005 - Present
Van Cleef & Arpels April 2005 - December 2005
Berenson & Company September 2004 - April 2005
Sanofi April 2001 - September 2004
Skills
Theatre, Acting, Proofreading, Event Producing, Producing, Directing, Improvisation, Comedy, Event Planning, Entertainment, Management, Festivals, Marketing, Art, Performing Arts, Playwriting, Event Management, Film, Hedge Funds, Fluent in French, Notary Public, State of..., Books, Music, Casting, Creative Writing, Microsoft Office
Education
Actors Studio Drama School, New School University 2001 — 2004
MFA, Acting
Smith College 1996 — 2000
AB, French literature, studio art
Tongue in Cheek Theater Productions January 2006 - Present
D. E. Shaw & Co., L.P. December 2005 - Present
Van Cleef & Arpels April 2005 - December 2005
Berenson & Company September 2004 - April 2005
Sanofi April 2001 - September 2004
Skills
Theatre, Acting, Proofreading, Event Producing, Producing, Directing, Improvisation, Comedy, Event Planning, Entertainment, Management, Festivals, Marketing, Art, Performing Arts, Playwriting, Event Management, Film, Hedge Funds, Fluent in French, Notary Public, State of..., Books, Music, Casting, Creative Writing, Microsoft Office
Education
Actors Studio Drama School, New School University 2001 — 2004
MFA, Acting
Smith College 1996 — 2000
AB, French literature, studio art
Karim Elsayyad Karim Elsayyad's Berenson & Company Experience July 2014 - Present
Job Investment Banking Analyst at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company July 2014 - Present
Pegasus Capital Advisors June 2013 - August 2013
Société Générale June 2012 - August 2012
Skills
Investments, Legal Writing, Finance, Research, Financial Modeling, Valuation, Entrepreneurship, Economics, Investment Banking, Microsoft Excel, Making the Complex..., Corporate Finance, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, PowerPoint, Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Economics, Cum Laude
El Alsson British & American International School
Berenson & Company July 2014 - Present
Pegasus Capital Advisors June 2013 - August 2013
Société Générale June 2012 - August 2012
Skills
Investments, Legal Writing, Finance, Research, Financial Modeling, Valuation, Entrepreneurship, Economics, Investment Banking, Microsoft Excel, Making the Complex..., Corporate Finance, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Analysis, PowerPoint, Banking
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor's Degree, Economics, Cum Laude
El Alsson British & American International School
Jeffrey Berenson Jeffrey Berenson's Berenson & Company Experience 1990 - Present
Job CEO at Berenson & Company
Industry Financial Services
Experience
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
Hudson Institute May 2013 - Present
Noble Energy May 2005 - Present
Berenson & Company 1990 - Present
Epoch Investment Partners June 2004 - April 2013
Merrill Lynch May 1978 - December 1990
White, Weld & Co. July 1972 - May 1978
Education
Princeton University 1969 — 1972
Bachelor of Arts (B.A.), Romance Languages
Kevin Suehnholz's Berenson & Company Experience July 2010 - January 2013
Job MBA Candidate at The Wharton School
Industry Internet
Experience
The Wharton School August 2015 - Present
Yahoo! January 2013 - June 2015
Berenson & Company July 2010 - January 2013
Skills
Valuation, Investment Banking, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Finance, Corporate Development, Bloomberg, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Emerging Markets
Education
Goshen High School
Harvard University
A.B., Economics
The Wharton School August 2015 - Present
Yahoo! January 2013 - June 2015
Berenson & Company July 2010 - January 2013
Skills
Valuation, Investment Banking, Financial Modeling, Venture Capital, Investments, Private Equity, Corporate Finance, Corporate Development, Bloomberg, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Mergers & Acquisitions, Portfolio Management, Emerging Markets
Education
Goshen High School
Harvard University
A.B., Economics
Adam Epstein's Berenson & Company Experience July 2009 - June 2011
Job MBA Candidate at Stanford Graduate School of Business
Industry Investment Management
Experience
Stanford Graduate School of Business September 2013 - Present
Thuuz Sports June 2014 - August 2014
Oaktree Capital Management July 2011 - June 2013
Berenson & Company July 2009 - June 2011
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, LBO, Due Diligence, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
Stanford Graduate School of Business September 2013 - Present
Thuuz Sports June 2014 - August 2014
Oaktree Capital Management July 2011 - June 2013
Berenson & Company July 2009 - June 2011
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, LBO, Due Diligence, Financial Analysis, Corporate Finance, Investments, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Brown University 2005 — 2009
Bachelor of Science (B.Sc.), Applied Mathematics - Economics
John Jack Doll John Jack Doll's Berenson & Company Experience July 2015 - Present
Job Investment Banking Analyst at Berenson & Company
Industry Financial Services
Experience
Berenson & Company July 2015 - Present
Tufts University 2011 - May 2015
Capital Resource Partners May 2014 - August 2014
Krush, Inc. May 2013 - August 2013
Premier Partnerships May 2012 - August 2012
Mater Dei High School 2007 - 2011
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Quantitative Economics, 2015
Tufts University
Quantitative Economics
Berenson & Company July 2015 - Present
Tufts University 2011 - May 2015
Capital Resource Partners May 2014 - August 2014
Krush, Inc. May 2013 - August 2013
Premier Partnerships May 2012 - August 2012
Mater Dei High School 2007 - 2011
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Quantitative Economics, 2015
Tufts University
Quantitative Economics
David Sack David Sack's Berenson & Company Experience July 2013 - May 2015
Job Analyst at Catalyst Investors
Industry Financial Services
Experience
Catalyst Investors June 2015 - Present
Berenson & Company July 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Skills
Spanish and Portuguese...
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Latin American Studies
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer courses, Public Finance, Environmental Economics
The Bolles School 1996 — 2009
Catalyst Investors June 2015 - Present
Berenson & Company July 2013 - May 2015
Deutsche Bank June 2012 - August 2012
Skills
Spanish and Portuguese...
Education
Yale University 2009 — 2013
Bachelor of Arts (B.A.), Economics and Latin American Studies
The London School of Economics and Political Science (LSE) 2010 — 2010
Summer courses, Public Finance, Environmental Economics
The Bolles School 1996 — 2009
Dan Polner Dan Polner's Berenson & Company Experience March 2001 - July 2002
Job Small Business Consultant Small Business Development Center
Industry Financial Services
Experience
New York Small Business Development Center May 2013 - Present
Jefferies & Company July 2002 - January 2010
Berenson & Company March 2001 - July 2002
Equitable Capital Management 1989 - 1994
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Analysis, Loans, Hedge Funds, Equities, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Fiance, Marketing
University of Pennsylvania - The Wharton School 1981 — 1985
BSEcon/BAS, Accounting/Engineering
New York Small Business Development Center May 2013 - Present
Jefferies & Company July 2002 - January 2010
Berenson & Company March 2001 - July 2002
Equitable Capital Management 1989 - 1994
Skills
Capital Markets, Private Equity, Portfolio Management, Banking, Analysis, Loans, Hedge Funds, Equities, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Due Diligence
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Fiance, Marketing
University of Pennsylvania - The Wharton School 1981 — 1985
BSEcon/BAS, Accounting/Engineering
James Konstantatos James Konstantatos's Berenson & Company Experience March 2004 - August 2006
Job Comptroller at Crescent Street Construction Corp.
Industry Construction
Experience
Crescent Street Construction Corp. August 2006 - Present
Berenson & Company March 2004 - August 2006
About.com March 2001 - August 2004
Wagner-Weber Associates, Inc. October 1998 - October 2000
The Cluen Corporation September 1994 - September 1998
Skills
System Administration, Active Directory, Troubleshooting, Windows, Networking, Software Documentation, Project Management, Computer Hardware, Vendor Management, IT Operations, Information Technology, Accounts Receivable, Technical Support, Accounts Payable, Process Improvement
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Exec Management
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Crescent Street Construction Corp. August 2006 - Present
Berenson & Company March 2004 - August 2006
About.com March 2001 - August 2004
Wagner-Weber Associates, Inc. October 1998 - October 2000
The Cluen Corporation September 1994 - September 1998
Skills
System Administration, Active Directory, Troubleshooting, Windows, Networking, Software Documentation, Project Management, Computer Hardware, Vendor Management, IT Operations, Information Technology, Accounts Receivable, Technical Support, Accounts Payable, Process Improvement
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 2000
MBA, Exec Management
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Myles McGinley's Berenson & Company Experience July 2015 - Present
Job Analyst at Berenson & Company
Industry Investment Management
Experience
Berenson & Company July 2015 - Present
Sinotrans Limited Energy Logistics Division May 2013 - August 2013
Citi March 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Social Networking, Customer Service, Data Analysis
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School
Flint Hill School 2007 — 2011
Berenson & Company July 2015 - Present
Sinotrans Limited Energy Logistics Division May 2013 - August 2013
Citi March 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Social Networking, Customer Service, Data Analysis
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School
Flint Hill School 2007 — 2011
Sam Conte's Berenson & Company Experience July 2011 - June 2014
Job Associate at Great Hill Partners
Industry Venture Capital & Private Equity
Experience
Great Hill Partners 2014 - Present
Berenson & Company July 2011 - June 2014
Capstone Partners LLC 2010 - 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2004 — 2007
Great Hill Partners 2014 - Present
Berenson & Company July 2011 - June 2014
Capstone Partners LLC 2010 - 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Investment Banking, PowerPoint
Education
University of Pennsylvania 2007 — 2010
Bachelor of Arts (B.A.), Economics
Phillips Academy Andover 2004 — 2007
Alexander Deutsch's Berenson & Company Experience July 2014 - Present
Job Analyst at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company July 2014 - Present
Goldman Sachs May 2013 - August 2013
Corinthian Capital Group July 2012 - August 2012
Gilder Gagnon Howe May 2012 - July 2012
Georgetown University Department of Advancement September 2011 - May 2012
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), International Economics, magna cum laude
Horace Mann School 1995 — 2010
Berenson & Company July 2014 - Present
Goldman Sachs May 2013 - August 2013
Corinthian Capital Group July 2012 - August 2012
Gilder Gagnon Howe May 2012 - July 2012
Georgetown University Department of Advancement September 2011 - May 2012
Education
Georgetown University 2010 — 2014
Bachelor of Science (BS), International Economics, magna cum laude
Horace Mann School 1995 — 2010
Samantha Zimmer Samantha Zimmer's Berenson & Company Experience October 2010 - June 2014
Job Associate at State Street Global Advisors
Industry Investment Management
Experience
State Street Global Advisors September 2015 - Present
Bridgewater Associates July 2014 - July 2015
Bridgewater Associates July 2014 - December 2014
Berenson & Company October 2010 - June 2014
Skills
Microsoft Office Suite, QuickBooks, Event Planning, Social Media, CRM Databases
Education
Binghamton University - School of Management 2006 — 2010
BS, Business Administration and Management, General
State Street Global Advisors September 2015 - Present
Bridgewater Associates July 2014 - July 2015
Bridgewater Associates July 2014 - December 2014
Berenson & Company October 2010 - June 2014
Skills
Microsoft Office Suite, QuickBooks, Event Planning, Social Media, CRM Databases
Education
Binghamton University - School of Management 2006 — 2010
BS, Business Administration and Management, General
Chelsea Morris's Berenson & Company Experience May 2005 - Present
Job Office Manager at Berenson & Company
Industry Financial Services
Experience
Berenson & Company May 2005 - Present
Skills
Research, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Employee Benefits, Customer Service, Finance, Technical Recruiting, PowerPoint, Management, Organizational..., Business Development
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA), Hospitality & Tourism Managment
James Madison University - College of Business 2000 — 2004
Berenson & Company May 2005 - Present
Skills
Research, Event Planning, Event Management, Microsoft Excel, Microsoft Office, Employee Benefits, Customer Service, Finance, Technical Recruiting, PowerPoint, Management, Organizational..., Business Development
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (BBA), Hospitality & Tourism Managment
James Madison University - College of Business 2000 — 2004
Humberto Garcia-Salas, CFA's Berenson & Company Experience September 2008 - June 2010
Job Director at UBS
Industry Investment Banking
Experience
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
UBS June 2010 - Present
Berenson & Company September 2008 - June 2010
JPMorgan Securities July 2007 - July 2008
J.P. Morgan Securities June 2006 - August 2006
BearingPoint 2000 - 2005
Skills
Investment Banking, Business Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Equities, Hedge Funds, Due Diligence, Fixed Income, Emerging Markets, LBO, Bloomberg, Venture Capital, Financial Analysis, Derivatives, M&A experience, Corporate Development
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA, Finance, Accounting and Entrepreneurship
Southern Methodist University
BBA and BA, Finance, Economics and MIS
Amir Hegazy's Berenson & Company Experience 2008 - Present
Job Principal at Berenson and Company
Industry Investment Banking
Experience
Berenson & Company 2008 - Present
The Water Initiative 2010 - 2010
Tanaka Capital May 2007 - July 2007
Skills
M&A experience, Corporate Finance, Social Media, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Investment Banking, Venture Capital, Management, Investments, Finance, Equities
Education
Pace University - Lubin School of Business 2004 — 2008
Berenson & Company 2008 - Present
The Water Initiative 2010 - 2010
Tanaka Capital May 2007 - July 2007
Skills
M&A experience, Corporate Finance, Social Media, Valuation, Financial Modeling, Financial Analysis, Due Diligence, Private Equity, Investment Banking, Venture Capital, Management, Investments, Finance, Equities
Education
Pace University - Lubin School of Business 2004 — 2008
Jack Lucid's Berenson & Company Experience February 2011 - February 2012
Job President at Disston Precision
Industry Wholesale
Experience
Disston Precision January 2014 - Present
Berenson & Company February 2011 - February 2012
Jefferies & Company August 2006 - December 2008
Merrill Lycnh 1998 - 2004
JPMorgan Chase 1987 - 1996
JPMorgan Chase 1987 - 1996
Education
Colgate University 1983 — 1987
AB, Histroy and East Asian Studies - Japan
Disston Precision January 2014 - Present
Berenson & Company February 2011 - February 2012
Jefferies & Company August 2006 - December 2008
Merrill Lycnh 1998 - 2004
JPMorgan Chase 1987 - 1996
JPMorgan Chase 1987 - 1996
Education
Colgate University 1983 — 1987
AB, Histroy and East Asian Studies - Japan
Ryan Thom's Berenson & Company Experience February 2014 - June 2015
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group June 2015 - Present
Berenson & Company February 2014 - June 2015
Berenson & Company July 2011 - February 2014
Fidelity Management and Research Company June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Asset Management, Private Equity, Financial Analysis, Corporate Finance, Cross-border M&A, Restructuring, Investments, Bloomberg
Education
Tufts University 2007 — 2011
B.A., Economics
St. Andrew's College
OSSD, General
The Carlyle Group June 2015 - Present
Berenson & Company February 2014 - June 2015
Berenson & Company July 2011 - February 2014
Fidelity Management and Research Company June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Asset Management, Private Equity, Financial Analysis, Corporate Finance, Cross-border M&A, Restructuring, Investments, Bloomberg
Education
Tufts University 2007 — 2011
B.A., Economics
St. Andrew's College
OSSD, General
JP Marinelli's Berenson & Company Experience January 2001 - June 2005
Job Managing Director at Hickory Group LLC
Industry Banking
Experience
The Hickory Group LLC June 2010 - Present
Citigroup Global Markets March 2007 - March 2010
Berenson & Company January 2001 - June 2005
Kidder Peabody/Paine Webber International March 1994 - March 1999
Lehman Brothers International August 1983 - February 1994
Skills
Investment Banking, Mergers, Capital Markets, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Asset Managment, Investments, Series 7, Wealth Management, Financial Modeling, Valuation, Corporate Finance, Series 63, Securities, Venture Capital, M&A experience, Private Equity, Financial Analysis, Restructuring, Financial Advisory, Equity Capital Markets, LBO, Fixed Income, Structured Products, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1980
BS, Finance
American University Washington College of Law
J.D., Securities Law
The Hickory Group LLC June 2010 - Present
Citigroup Global Markets March 2007 - March 2010
Berenson & Company January 2001 - June 2005
Kidder Peabody/Paine Webber International March 1994 - March 1999
Lehman Brothers International August 1983 - February 1994
Skills
Investment Banking, Mergers, Capital Markets, Equities, Alternative Investments, Portfolio Management, Hedge Funds, Asset Managment, Investments, Series 7, Wealth Management, Financial Modeling, Valuation, Corporate Finance, Series 63, Securities, Venture Capital, M&A experience, Private Equity, Financial Analysis, Restructuring, Financial Advisory, Equity Capital Markets, LBO, Fixed Income, Structured Products, Mergers & Acquisitions, Emerging Markets
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
University of Pennsylvania - The Wharton School 1977 — 1980
BS, Finance
American University Washington College of Law
J.D., Securities Law
Dean Asofsky's Berenson & Company Experience May 2013 - Present
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company May 2013 - Present
GCA Savvian Advisors, LLC May 2008 - January 2013
Credit Suisse February 2006 - March 2008
Credit Suisse First Boston May 2000 - February 2006
Morgan Stanley July 1996 - May 2000
Paul, Weiss, Rifkind, Wharton & Garrison LLP December 1992 - June 1996
Skills
Val, Corporate Finance, Corporate Development, Mergers & Acquisitions, Digital Media, Internet, Technology, Risk Arbitrage, Valuation, Investment Banking, Investments, LBO, Capital Markets, M&A experience, Private Equity, Private Placements, Proprietary Trading, Business Strategy, Hedge Funds, Business Development, Strategic Partnerships, Mergers, Equities, Arbitrage
Education
New York University School of Law 1989 — 1992
J.D., Law
Cornell University 1984 — 1988
A.B., History
Stuyvesant High School 1980 — 1984
Berenson & Company May 2013 - Present
GCA Savvian Advisors, LLC May 2008 - January 2013
Credit Suisse February 2006 - March 2008
Credit Suisse First Boston May 2000 - February 2006
Morgan Stanley July 1996 - May 2000
Paul, Weiss, Rifkind, Wharton & Garrison LLP December 1992 - June 1996
Skills
Val, Corporate Finance, Corporate Development, Mergers & Acquisitions, Digital Media, Internet, Technology, Risk Arbitrage, Valuation, Investment Banking, Investments, LBO, Capital Markets, M&A experience, Private Equity, Private Placements, Proprietary Trading, Business Strategy, Hedge Funds, Business Development, Strategic Partnerships, Mergers, Equities, Arbitrage
Education
New York University School of Law 1989 — 1992
J.D., Law
Cornell University 1984 — 1988
A.B., History
Stuyvesant High School 1980 — 1984
Alan Leland's Berenson & Company Experience November 2013 - Present
Job Associate at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company November 2013 - Present
GCA Savvian January 2011 - November 2013
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Corporate Finance, M&A experience, Mergers & Acquisitions, Venture Capital, Capital Markets, Private Placements
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.Sc. in Economics, Finance, East Asian Languages and Civilizations
Peking University 2007 — 2007
Belmont Hill School 2000 — 2006
Berenson & Company November 2013 - Present
GCA Savvian January 2011 - November 2013
Skills
Valuation, Financial Modeling, LBO, Private Equity, Investment Banking, Corporate Finance, M&A experience, Mergers & Acquisitions, Venture Capital, Capital Markets, Private Placements
Education
University of Pennsylvania - The Wharton School 2006 — 2010
B.Sc. in Economics, Finance, East Asian Languages and Civilizations
Peking University 2007 — 2007
Belmont Hill School 2000 — 2006
Jorel Roth's Berenson & Company Experience July 2013 - Present
Job Associate at Berenson & Company
Industry Financial Services
Experience
Berenson & Company July 2013 - Present
Skills
Microsoft Office, Financial Modeling, Social Media, Research, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Economics, French, Spanish, Valuation, International Relations, Bloomberg, Microsoft Word, Corporate Finance
Education
Tufts University 2006 — 2010
Bachelor of Science, Quantitative Economics and International Relations
Berenson & Company July 2013 - Present
Skills
Microsoft Office, Financial Modeling, Social Media, Research, Microsoft Excel, PowerPoint, Data Analysis, Financial Analysis, Economics, French, Spanish, Valuation, International Relations, Bloomberg, Microsoft Word, Corporate Finance
Education
Tufts University 2006 — 2010
Bachelor of Science, Quantitative Economics and International Relations
Noam Cohen's Berenson & Company Experience Managing DirectorMerrill Lynch2004 - 2008
Job Managing Director at Berenson & Company
Industry Investment Banking
Experience
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Berenson & Company Managing DirectorMerrill Lynch2004 - 2008
Banc of America Securities 2000 - 2004
Lehman Brothers 1993 - 1998
Kidder Peabody 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1983 — 1987
MBA, Finance
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania 1979 — 1983
BSE, Finance, Accounting
Joseph Giovanniello's Berenson & Company Experience 1998 - 2000
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Morgan Stanley September 2014 - Present
Citi June 2008 - September 2014
Lehman Brothers May 2007 - May 2008
Marcum & Kliegman LLP 2000 - 2007
Marcum LLP 2000 - 2007
Berenson & Company 1998 - 2000
Skills
Sarbanes-Oxley Act, Private Equity, Financial Reporting, Hedge Funds, Internal Controls, Accounting, GAAP, US GAAP, Tax, Financial Analysis, SEC filings, Financial Modeling, Due Diligence, Auditing, Cash Management, Financial Accounting
Education
Hofstra University 1993 — 1997
BBA, Accounting
Pavel Smyshlyaev's Berenson & Company Experience 2002 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
Merrill Lynch 2008 - 2009
Viking Global Investors 2005 - 2008
Berenson & Company 2002 - 2005
Salomon Smith Barney 2000 - 2002
Swarthmore College 1996 - 2000
Morgan Stanley 1999 - 1999
Lehman Brothers 1998 - 1998
Lehman Brothers 1998 - 1998
Education
Swarthmore College 1996 — 2000
BA, Econ., Math.
UNIS
John Sedlacek's Berenson & Company Experience July 2012 - June 2014
Job Associate at AEA Investors LP
Industry Financial Services
Experience
AEA Investors LP August 2014 - Present
Berenson & Company July 2012 - June 2014
Unigestion May 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions
Education
Harvard University 2008 — 2012
A.B., Economics
Holmdel High School 2003 — 2007
AEA Investors LP August 2014 - Present
Berenson & Company July 2012 - June 2014
Unigestion May 2011 - August 2011
Skills
Corporate Finance, Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions
Education
Harvard University 2008 — 2012
A.B., Economics
Holmdel High School 2003 — 2007
Sarah Gershkon's Berenson & Company Experience July 2011 - November 2012
Job Business Development at Palantir Technologies
Industry Computer Software
Experience
Palantir Technologies December 2013 - Present
NERA Economic Consulting December 2012 - November 2013
Berenson & Company July 2011 - November 2012
kasina 2010 - 2010
Skills
Financial Modeling, Investment Banking, Data Analysis, Financial Analysis, Consulting, Enterprise Software
Education
Princeton University 2007 — 2011
B.S.E., Operations research and financial engineering
Phillips Academy Andover 2002 — 2006
Lab School
Russian Flagship / ACTR
Palantir Technologies December 2013 - Present
NERA Economic Consulting December 2012 - November 2013
Berenson & Company July 2011 - November 2012
kasina 2010 - 2010
Skills
Financial Modeling, Investment Banking, Data Analysis, Financial Analysis, Consulting, Enterprise Software
Education
Princeton University 2007 — 2011
B.S.E., Operations research and financial engineering
Phillips Academy Andover 2002 — 2006
Lab School
Russian Flagship / ACTR
Julia More's Berenson & Company Experience June 2011 - August 2011
Job Consultant at Cartesian
Industry Financial Services
Experience
Cartesian July 2015 - September 2015
Cartesian July 2014 - July 2015
Cartesian August 2012 - July 2014
Berenson & Company June 2011 - August 2011
Moody's June 2010 - August 2010
Skills
Management Consulting, Spanish, Due Diligence, Strategy, Business Strategy, Analytics, Competitive Analysis, Corporate Development, Investment Banking
Education
Brown University 2008 — 2012
B.A., History
Universitat de Barcelona 2010 — 2010
Economics, Spanish History
Greenwich High School 2004 — 2008
Cartesian July 2015 - September 2015
Cartesian July 2014 - July 2015
Cartesian August 2012 - July 2014
Berenson & Company June 2011 - August 2011
Moody's June 2010 - August 2010
Skills
Management Consulting, Spanish, Due Diligence, Strategy, Business Strategy, Analytics, Competitive Analysis, Corporate Development, Investment Banking
Education
Brown University 2008 — 2012
B.A., History
Universitat de Barcelona 2010 — 2010
Economics, Spanish History
Greenwich High School 2004 — 2008
Jenn Symmons's Berenson & Company Experience January 2014 - January 2015
Job Executive Assistant
Industry Executive Office
Experience
Sofinnova Ventures March 2015 - Present
Berenson & Company January 2014 - January 2015
Berenson & Company September 2013 - January 2014
Union Square Hospitality Group January 2012 - September 2013
Jacob & Co June 2011 - January 2012
Union Square Hospitality Group September 2010 - June 2011
Bulfer's Fine Jewelery May 2008 - March 2009
Shane Co July 2007 - April 2008
City of Chula Vista July 2006 - July 2007
Skills
Event Planning, Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Public Relations, Public Speaking, Marketing, Social Media Marketing, Sales, Hospitality, Executive Administrative, Office Administration
Education
San Diego State University-California State University 2005 — 2007
Bachelors, English
Sofinnova Ventures March 2015 - Present
Berenson & Company January 2014 - January 2015
Berenson & Company September 2013 - January 2014
Union Square Hospitality Group January 2012 - September 2013
Jacob & Co June 2011 - January 2012
Union Square Hospitality Group September 2010 - June 2011
Bulfer's Fine Jewelery May 2008 - March 2009
Shane Co July 2007 - April 2008
City of Chula Vista July 2006 - July 2007
Skills
Event Planning, Customer Service, Social Media, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Event Management, Public Relations, Public Speaking, Marketing, Social Media Marketing, Sales, Hospitality, Executive Administrative, Office Administration
Education
San Diego State University-California State University 2005 — 2007
Bachelors, English
Jotham Klein's Berenson & Company Experience July 2010 - May 2013
Job MBA Candidate, The Wharton School
Industry Investment Management
Experience
Apax Partners July 2013 - July 2015
Berenson & Company July 2010 - May 2013
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Major in Healthcare Management
University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics
Apax Partners July 2013 - July 2015
Berenson & Company July 2010 - May 2013
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.), Major in Healthcare Management
University of Pennsylvania 2006 — 2010
Bachelor of Science (B.S.), Economics