Berkshire Capital Securities LLC
Industry: Boutique investment banking company
DescriptionHeadquarters: New York City, NY Founded: 1983 Subsidiary: Berkshire Global Advisors
Berkshire Capital Securities LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Berkshire Capital Securities LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Berkshire Capital Securities LLC Salaries. You can even request information on how much does Berkshire Capital Securities LLC pay if you want to. Learn about salaries, pros and cons of working for Berkshire Capital Securities LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
34 Berkshire Capital Securities LLC employees in database. Find out everything there's to know about Berkshire Capital Securities LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Berkshire Capital Securities LLC Employees
Employee
Years
Job
Industry
Saad Ali Abdullah Saad Ali Abdullah's Berkshire Capital Securities LLC Experience June 2007 - August 2007
Job Financial Data Analyst at EY
Industry Investment Banking
Experience
EY September 2015 - Present
Wind July 2015 - September 2015
SNC-Lavalin Operations & Maintenance May 2014 - June 2015
Unicraft Inc January 2012 - August 2013
Silkbank Limited September 2010 - December 2010
Consulate General of Pakistan June 2008 - August 2008
Berkshire Capital Securities LLC June 2007 - August 2007
Skills
Teamwork, Microsoft Office, Bloomberg, Valuation, Equities, Financial Modeling, Fixed Income, Financial Analysis, Corporate Finance, Economics, Time Management, Investment Banking, Capital Markets, Derivatives, Investments, Trading, Public Speaking, Customer Service, PowerPoint, Social Media, Microsoft Excel, Oracle
Education
University of Guelph 2009 — 2014
Bachelor’s Degree, Accounting and Finance
EY September 2015 - Present
Wind July 2015 - September 2015
SNC-Lavalin Operations & Maintenance May 2014 - June 2015
Unicraft Inc January 2012 - August 2013
Silkbank Limited September 2010 - December 2010
Consulate General of Pakistan June 2008 - August 2008
Berkshire Capital Securities LLC June 2007 - August 2007
Skills
Teamwork, Microsoft Office, Bloomberg, Valuation, Equities, Financial Modeling, Fixed Income, Financial Analysis, Corporate Finance, Economics, Time Management, Investment Banking, Capital Markets, Derivatives, Investments, Trading, Public Speaking, Customer Service, PowerPoint, Social Media, Microsoft Excel, Oracle
Education
University of Guelph 2009 — 2014
Bachelor’s Degree, Accounting and Finance
Anna Engstrom Anna Engstrom's Berkshire Capital Securities LLC Experience June 2005 - February 2008
Job Associate Manager PepsiCo
Industry Food & Beverages
Experience
PepsiCo July 2013 - May 2015
The Wharton School August 2011 - May 2013
GIC Special Investments April 2008 - June 2011
Berkshire Capital Securities LLC June 2005 - February 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Deerfield Academy 1998 — 1999
High School/Secondary Diplomas and Certificates
Harvard College
PepsiCo July 2013 - May 2015
The Wharton School August 2011 - May 2013
GIC Special Investments April 2008 - June 2011
Berkshire Capital Securities LLC June 2005 - February 2008
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA)
Deerfield Academy 1998 — 1999
High School/Secondary Diplomas and Certificates
Harvard College
Nawal Misk Nawal Misk's Berkshire Capital Securities LLC Experience January 2004 - November 2006
Job Account Manager at PCM
Industry Financial Services
Experience
PCM December 2014 - Present
Assante Wealth Management December 2006 - December 2014
Berkshire Capital Securities LLC January 2004 - November 2006
TD WahterHouse Investment Advice March 2002 - December 2003
Skills
Tokenization, Data Recovery, Cloud Applications, Cloud Computing IaaS, Dell PowerEdge Servers, Business Strategy, WebSphere Application..., Network Security, New Business Development, Cloud Storage, Strategic Planning, Finance, HP Server Hardware, Investments, Cloud-based, Cloud Computing, Cisco Technologies, Cloud Security, Wealth Management, Enterprise Software, Microsoft Office, Retirement Planning, Customer Service, Wealth, Mutual Funds, Project Management, Budgets, Marketing Strategy, Investment Advisory, Negotiation, Research, Investment Strategies, Strategic Financial..., Public Relations, Asset Allocation, Financial Planning
Education
Concordia University 1995 — 1999
Bachelor's degree, Major in Finance option Marketing, Bachelor
University of Delaware 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
PCM December 2014 - Present
Assante Wealth Management December 2006 - December 2014
Berkshire Capital Securities LLC January 2004 - November 2006
TD WahterHouse Investment Advice March 2002 - December 2003
Skills
Tokenization, Data Recovery, Cloud Applications, Cloud Computing IaaS, Dell PowerEdge Servers, Business Strategy, WebSphere Application..., Network Security, New Business Development, Cloud Storage, Strategic Planning, Finance, HP Server Hardware, Investments, Cloud-based, Cloud Computing, Cisco Technologies, Cloud Security, Wealth Management, Enterprise Software, Microsoft Office, Retirement Planning, Customer Service, Wealth, Mutual Funds, Project Management, Budgets, Marketing Strategy, Investment Advisory, Negotiation, Research, Investment Strategies, Strategic Financial..., Public Relations, Asset Allocation, Financial Planning
Education
Concordia University 1995 — 1999
Bachelor's degree, Major in Finance option Marketing, Bachelor
University of Delaware 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
Donald Lovejoy Donald Lovejoy's Berkshire Capital Securities LLC Experience July 2015 - Present
Job Analyst at Berkshire Capital
Industry Financial Services
Experience
Berkshire Capital Securities LLC July 2015 - Present
FX Energy Poland SP. Z O.O. June 2014 - July 2014
Fortress Investment Group June 2013 - August 2013
Decameron All Inclusive Hotels & Resorts July 2012 - July 2012
Clear Harbor Asset Management, LLC May 2012 - June 2012
FX Drilling Co., Inc. May 2012 - May 2012
Decameron All Inclusive Hotels & Resorts July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Major in Mechanical Engineering, Minor in Civil Engineering
Rye Country Day School 2008 — 2011
Berkshire Capital Securities LLC July 2015 - Present
FX Energy Poland SP. Z O.O. June 2014 - July 2014
Fortress Investment Group June 2013 - August 2013
Decameron All Inclusive Hotels & Resorts July 2012 - July 2012
Clear Harbor Asset Management, LLC May 2012 - June 2012
FX Drilling Co., Inc. May 2012 - May 2012
Decameron All Inclusive Hotels & Resorts July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office
Education
Columbia University in the City of New York 2011 — 2015
Major in Mechanical Engineering, Minor in Civil Engineering
Rye Country Day School 2008 — 2011
John Kunemund John Kunemund's Berkshire Capital Securities LLC Experience June 2010 - January 2013
Job Associate Director at Alexander Gray Associates
Industry Fine Art
Experience
Alexander Gray Associates May 2013 - Present
Berkshire Capital Securities LLC June 2010 - January 2013
Citi June 2009 - August 2009
BRAC May 2008 - August 2008
Skills
Contemporary Art, Art History, Sales, Client Development, Client Liaison, Research, Microsoft Office, Excel, Financial Modeling, PowerPoint, Financial Analysis, Economics, Mergers, Microsoft Word, Valuation, Investment Banking, Data Analysis, Corporate Finance, Due Diligence, Private Equity, Asset Managment
Education
Duke University 2006 — 2010
Bachelor of Science, Economics, Art History, German
Alexander Gray Associates May 2013 - Present
Berkshire Capital Securities LLC June 2010 - January 2013
Citi June 2009 - August 2009
BRAC May 2008 - August 2008
Skills
Contemporary Art, Art History, Sales, Client Development, Client Liaison, Research, Microsoft Office, Excel, Financial Modeling, PowerPoint, Financial Analysis, Economics, Mergers, Microsoft Word, Valuation, Investment Banking, Data Analysis, Corporate Finance, Due Diligence, Private Equity, Asset Managment
Education
Duke University 2006 — 2010
Bachelor of Science, Economics, Art History, German
Mitchell Spector Mitchell Spector's Berkshire Capital Securities LLC Experience July 2004 - Present
Job
Industry Investment Banking
Experience
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Jing Jing (Jenny) Song Jing Jing (Jenny) Song's Berkshire Capital Securities LLC Experience August 2013 - May 2015
Job Network Admin at Barnett Associates
Industry Information Technology and Services
Experience
Barnett Associates, Inc June 2015 - Present
Berkshire Capital Securities LLC August 2013 - May 2015
Paul Stuart, Inc. May 2013 - August 2013
Hadson Toko Trading June 2012 - August 2013
New York University January 2012 - May 2013
Mega Academy January 2011 - May 2012
Skills
Unix, Linux, Adobe Creative Suite, CSS, HTML5, x86 Assembly, JavaScript, Node.js, Mac OS, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, LaTeX, Weightlifting, Data Analysis, Customer Service, Research, Social Media, Microsoft Office, Public Speaking, Java, C, English, Access, Outlook, Facebook API, Twitter API, Instagram, Windows Server, iOS, Android
Education
New York University 2011 — 2015
BA, Computer Science
Bronx High School of Science 2008 — 2011
Barnett Associates, Inc June 2015 - Present
Berkshire Capital Securities LLC August 2013 - May 2015
Paul Stuart, Inc. May 2013 - August 2013
Hadson Toko Trading June 2012 - August 2013
New York University January 2012 - May 2013
Mega Academy January 2011 - May 2012
Skills
Unix, Linux, Adobe Creative Suite, CSS, HTML5, x86 Assembly, JavaScript, Node.js, Mac OS, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, LaTeX, Weightlifting, Data Analysis, Customer Service, Research, Social Media, Microsoft Office, Public Speaking, Java, C, English, Access, Outlook, Facebook API, Twitter API, Instagram, Windows Server, iOS, Android
Education
New York University 2011 — 2015
BA, Computer Science
Bronx High School of Science 2008 — 2011
Michael Jaffe's Berkshire Capital Securities LLC Experience June 2012 - November 2014
Job Investment Banking Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank December 2014 - Present
Berkshire Capital Securities LLC June 2012 - November 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Economics, Leadership, Entrepreneurship, Data Analysis
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Mathematics and Chinese, 3.80
Barclays Investment Bank December 2014 - Present
Berkshire Capital Securities LLC June 2012 - November 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Economics, Leadership, Entrepreneurship, Data Analysis
Education
Duke University 2008 — 2012
Bachelor of Science (BS), Mathematics and Chinese, 3.80
Sean McCarthy Sean McCarthy's Berkshire Capital Securities LLC Experience June 2015 - Present
Job Associate at Berkshire Capital Securities LLC
Industry Financial Services
Experience
Berkshire Capital Securities LLC June 2015 - Present
Berkshire Capital Securities LLC June 2012 - Present
HF2 Financial Management Inc. January 2013 - March 2015
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Corporate Finance, Series 79, Series 63
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Roxbury Latin School 2004 — 2008
Diploma: Magna Cum Laude
Berkshire Capital Securities LLC June 2015 - Present
Berkshire Capital Securities LLC June 2012 - Present
HF2 Financial Management Inc. January 2013 - March 2015
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Corporate Finance, Series 79, Series 63
Education
Trinity College-Hartford 2008 — 2012
BS, Economics
The Roxbury Latin School 2004 — 2008
Diploma: Magna Cum Laude
Sarah R Coleman Sarah R Coleman's Berkshire Capital Securities LLC Experience July 2015 - Present
Job Investment Banking Analyst at Berkshire Capital Securities LLC
Industry Financial Services
Experience
Berkshire Capital Securities LLC July 2015 - Present
Morgan Stanley June 2014 - August 2014
Columbia University in the City of New York September 2013 - February 2014
Random House Mondadori, S.A. May 2013 - July 2013
Northeast Investment Managment, Inc. December 2012 - February 2013
Northeast Investment Management, Inc. April 2011 - June 2011
Skills
Microsoft Excel, Stock Market Analysis, Investment Management, Economics, Bloomberg, Microsoft Word, Powerpoint, Philosophy, Public Speaking, Spanish, Prezi, Keynote, Equities
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics-Philosophy
The Winsor School 2003 — 2011
Berkshire Capital Securities LLC July 2015 - Present
Morgan Stanley June 2014 - August 2014
Columbia University in the City of New York September 2013 - February 2014
Random House Mondadori, S.A. May 2013 - July 2013
Northeast Investment Managment, Inc. December 2012 - February 2013
Northeast Investment Management, Inc. April 2011 - June 2011
Skills
Microsoft Excel, Stock Market Analysis, Investment Management, Economics, Bloomberg, Microsoft Word, Powerpoint, Philosophy, Public Speaking, Spanish, Prezi, Keynote, Equities
Education
Columbia University in the City of New York
Bachelor of Arts (B.A.), Economics-Philosophy
The Winsor School 2003 — 2011
Emily Ditman Emily Ditman's Berkshire Capital Securities LLC Experience January 2008 - July 2010
Job Manager, Digital Marketing at HeBS Digital
Industry Hospitality
Experience
HeBS Digital October 2014 - Present
New York University January 2015 - May 2015
HeBS Digital January 2013 - September 2014
HeBS Digital June 2012 - December 2012
HeBS Digital February 2011 - June 2012
HeBS Digital July 2010 - February 2011
Berkshire Capital Securities, LLC January 2008 - July 2010
Discover New York January 2010 - May 2010
Marriott Hotels May 2007 - August 2007
Broadway Bound Performing Arts Center September 2002 - June 2006
Skills
Hospitality, Social Media Marketing, Omniture, Social Media, Marketing, Management, Customer Service, Budgets, Sales, Email Marketing, Digital Marketing, SEM, Strategy, SEO
Education
New York University 2006 — 2010
Hospitality and Tourism Management, Tourism Planning, NYU’s 2010 Ricelle Bunny Grossinger Hospitality Award Recipient
New York University London 2007 — 2007
HeBS Digital October 2014 - Present
New York University January 2015 - May 2015
HeBS Digital January 2013 - September 2014
HeBS Digital June 2012 - December 2012
HeBS Digital February 2011 - June 2012
HeBS Digital July 2010 - February 2011
Berkshire Capital Securities, LLC January 2008 - July 2010
Discover New York January 2010 - May 2010
Marriott Hotels May 2007 - August 2007
Broadway Bound Performing Arts Center September 2002 - June 2006
Skills
Hospitality, Social Media Marketing, Omniture, Social Media, Marketing, Management, Customer Service, Budgets, Sales, Email Marketing, Digital Marketing, SEM, Strategy, SEO
Education
New York University 2006 — 2010
Hospitality and Tourism Management, Tourism Planning, NYU’s 2010 Ricelle Bunny Grossinger Hospitality Award Recipient
New York University London 2007 — 2007
Jeb Burchenal Jeb Burchenal's Berkshire Capital Securities LLC Experience June 2009 - July 2009
Job
Industry Internet
Experience
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Uber July 2014 - Present
Brown Brothers Harriman July 2010 - February 2014
Berkshire Capital Securities LLC June 2009 - July 2009
George K. Baum & Company July 2008 - August 2008
Bill Barrett Corporation June 2007 - July 2007
Skills
Bloomberg, Commercial Lending, Commodity Markets, Commodity Risk..., Credit Analysis, Loans, Negotiation, Relationship Management, Derivatives, Fixed Income, Commodity
Education
Middlebury College 2006 — 2010
Bachelor of the Arts, Cum Laude with Honors, Economics
Colorado Academy
Andrew Glicklich Andrew Glicklich's Berkshire Capital Securities LLC Experience July 2014 - August 2015
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs August 2015 - Present
Berkshire Capital Securities LLC July 2014 - August 2015
Moore Capital Management May 2013 - April 2014
Lion Fund LLC September 2012 - April 2014
Skills
Equity Research, Asset Management, Microsoft Office, Music Production, Photography, PowerPoint, Financial Analysis, Microsoft Excel, Investments
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Business Management
Goldman Sachs August 2015 - Present
Berkshire Capital Securities LLC July 2014 - August 2015
Moore Capital Management May 2013 - April 2014
Lion Fund LLC September 2012 - April 2014
Skills
Equity Research, Asset Management, Microsoft Office, Music Production, Photography, PowerPoint, Financial Analysis, Microsoft Excel, Investments
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Political Science & Business Management
Alexander LeClair Alexander LeClair's Berkshire Capital Securities LLC Experience 2012 - 2013
Job Vice President at AlphaSights
Industry Financial Services
Experience
AlphaSights 2013 - Present
Berkshire Capital Securities LLC 2012 - 2013
GE Capital 2010 - 2012
Belltower Books 2007 - 2009
Education
Cornell University
Bachelor of Science
AlphaSights 2013 - Present
Berkshire Capital Securities LLC 2012 - 2013
GE Capital 2010 - 2012
Belltower Books 2007 - 2009
Education
Cornell University
Bachelor of Science
Drew Murphy Drew Murphy's Berkshire Capital Securities LLC Experience January 2013 - Present
Job Vice President at Berkshire Capital Securities LLC
Industry Investment Banking
Experience
Berkshire Capital Securities LLC January 2013 - Present
HF2 Financial Management Inc. March 2013 - March 2015
Berkshire Capital Securities LLC June 2010 - December 2012
Berkshire Capital Securities LLC June 2007 - June 2010
New York Life June 2005 - August 2005
Vector Marketing Corporation May 2003 - October 2004
Skills
Valuation, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, Series 7, Excel, Microsoft Excel, Mergers & Acquisitions
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Science, Economics
University of Rochester 2003 — 2004
Economics
The Taft School 2000 — 2003
Rumsey Hall School 1995 — 2000
Berkshire Capital Securities LLC January 2013 - Present
HF2 Financial Management Inc. March 2013 - March 2015
Berkshire Capital Securities LLC June 2010 - December 2012
Berkshire Capital Securities LLC June 2007 - June 2010
New York Life June 2005 - August 2005
Vector Marketing Corporation May 2003 - October 2004
Skills
Valuation, Financial Modeling, Mergers, Corporate Finance, Investment Banking, Due Diligence, Financial Analysis, Series 7, Excel, Microsoft Excel, Mergers & Acquisitions
Education
Trinity College-Hartford 2004 — 2007
Bachelor of Science, Economics
University of Rochester 2003 — 2004
Economics
The Taft School 2000 — 2003
Rumsey Hall School 1995 — 2000
David Scott, CFA's Berkshire Capital Securities LLC Experience 2004 - 2007
Job Vice President, Strategy at Matthews Asia
Industry Investment Management
Experience
T. Rowe Price 2012 - 2014
Lovell Minnick Partners 2009 - 2012
Harvard Business School 2007 - 2009
Berkshire Capital Securities LLC 2004 - 2007
Strategic Insight - Mutual Fund Research and Consulting 2001 - 2004
Skills
Private Equity, Growth Equity, Product Management, Business Strategy, Investment Management, Mutual Funds, Asset Management, Financial Modeling, Equity and Compensation..., Asset Management Growth..., Business Development, Financial Services, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking
Education
Harvard Business School
MBA
Yonsei University
Graduate School of International Studies (GSIS)
Bates College
BS
T. Rowe Price 2012 - 2014
Lovell Minnick Partners 2009 - 2012
Harvard Business School 2007 - 2009
Berkshire Capital Securities LLC 2004 - 2007
Strategic Insight - Mutual Fund Research and Consulting 2001 - 2004
Skills
Private Equity, Growth Equity, Product Management, Business Strategy, Investment Management, Mutual Funds, Asset Management, Financial Modeling, Equity and Compensation..., Asset Management Growth..., Business Development, Financial Services, Mergers & Acquisitions, Investments, Due Diligence, Investment Banking
Education
Harvard Business School
MBA
Yonsei University
Graduate School of International Studies (GSIS)
Bates College
BS
Connor Stewart Connor Stewart's Berkshire Capital Securities LLC Experience 2010 - 2013
Job Senior Associate at Wafra Alternative Investments
Industry Investment Management
Experience
Wafra Investment Advisory Group 2013 - Present
Berkshire Capital Securities LLC 2010 - 2013
Skills
Mergers and Aquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Series 79
Education
Middlebury College 2007 — 2010
B.A., Honors, Magna cum laude, Economics, Political Science
Wafra Investment Advisory Group 2013 - Present
Berkshire Capital Securities LLC 2010 - 2013
Skills
Mergers and Aquisitions, Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Series 79
Education
Middlebury College 2007 — 2010
B.A., Honors, Magna cum laude, Economics, Political Science
Kristin Galligan Kristin Galligan's Berkshire Capital Securities LLC Experience April 2015 - Present
Job Marketing Associate at Berkshire Capital Securities LLC
Industry Financial Services
Experience
Berkshire Capital Securities LLC April 2015 - Present
Hoplite Capital Management June 2013 - December 2014
Perella Weinberg Partners April 2011 - June 2013
Perella Weinberg Partners February 2010 - April 2011
Prada December 2009 - December 2009
Diane von Furstenberg November 2007 - March 2009
ABC Studios August 2008 - January 2009
The Talent Mine Agency September 2007 - December 2007
Skills
Event Planning, Blogging, Social Media, PowerPoint, Outlook
Education
New York University 2005 — 2007
BA, English
Boston College 2003 — 2005
BA, Carroll School of Management
Berkshire Capital Securities LLC April 2015 - Present
Hoplite Capital Management June 2013 - December 2014
Perella Weinberg Partners April 2011 - June 2013
Perella Weinberg Partners February 2010 - April 2011
Prada December 2009 - December 2009
Diane von Furstenberg November 2007 - March 2009
ABC Studios August 2008 - January 2009
The Talent Mine Agency September 2007 - December 2007
Skills
Event Planning, Blogging, Social Media, PowerPoint, Outlook
Education
New York University 2005 — 2007
BA, English
Boston College 2003 — 2005
BA, Carroll School of Management
Derek Swaim Derek Swaim's Berkshire Capital Securities LLC Experience June 1995 - June 1999
Job Managing Director at Aeris Partners
Industry Investment Banking
Experience
Aeris Partners January 2014 - Present
Harris Williams & Co. April 2004 - January 2014
Goldman Sachs 2000 - 2000
Berkshire Capital Securities LLC June 1995 - June 1999
Skills
Mergers, Investment Banking, Strategic Advisory, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1991 — 1995
BA, Economics
Aeris Partners January 2014 - Present
Harris Williams & Co. April 2004 - January 2014
Goldman Sachs 2000 - 2000
Berkshire Capital Securities LLC June 1995 - June 1999
Skills
Mergers, Investment Banking, Strategic Advisory, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1991 — 1995
BA, Economics
Jordan Mann, CFA's Berkshire Capital Securities LLC Experience July 2011 - August 2015
Job Vice President Investment Banking at Credit Suisse, Consumer & Retail
Industry Investment Banking
Experience
Credit Suisse August 2015 - Present
Berkshire Capital Securities LLC July 2011 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - July 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1999 - 1999
Skills
Mergers & Acquisitions, Due Diligence, Analysis, Legal Writing, Management, Banking, Negotiation, Private Equity, Economics, Venture Capital, Corporate Finance, Capital Markets, Hedge Funds, Securities, Valuation
Education
Harvard Law School 2002 — 2005
JD
Duke University 1998 — 2002
BS, Economics
Syosset Senior High School 1994 — 1998
Credit Suisse August 2015 - Present
Berkshire Capital Securities LLC July 2011 - August 2015
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 2005 - July 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1999 - 1999
Skills
Mergers & Acquisitions, Due Diligence, Analysis, Legal Writing, Management, Banking, Negotiation, Private Equity, Economics, Venture Capital, Corporate Finance, Capital Markets, Hedge Funds, Securities, Valuation
Education
Harvard Law School 2002 — 2005
JD
Duke University 1998 — 2002
BS, Economics
Syosset Senior High School 1994 — 1998
Erika Cramer's Berkshire Capital Securities LLC Experience July 1990 - March 2001
Job Partner, Silver Lane Advisors LLC
Industry Financial Services
Experience
Silver Lane Advisors LLC September 2007 - Present
Alternative Access Capital LLC August 2003 - September 2007
U.S. Trust Company of New York May 2001 - February 2003
Berkshire Capital Securities LLC July 1990 - March 2001
Skills
Valuation, Strategic Advisory, Mergers, Asset Management, Alternative Investments, Capital Raises, Company Acquisitions, Strategy, Mergers & Acquisitions, Finance, Investment Banking, Capital, Financial Services, Wealth Management, Investments, Asset Managment, Financial Structuring, Private Equity, Hedge Funds, Capital Raising, Divestitures, Capital Markets, Equities, Due Diligence, Financial Modeling, Fund Of Funds, LBO
Education
Pace University 1991 — 1995
MBA, Finance
West Virginia University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Silver Lane Advisors LLC September 2007 - Present
Alternative Access Capital LLC August 2003 - September 2007
U.S. Trust Company of New York May 2001 - February 2003
Berkshire Capital Securities LLC July 1990 - March 2001
Skills
Valuation, Strategic Advisory, Mergers, Asset Management, Alternative Investments, Capital Raises, Company Acquisitions, Strategy, Mergers & Acquisitions, Finance, Investment Banking, Capital, Financial Services, Wealth Management, Investments, Asset Managment, Financial Structuring, Private Equity, Hedge Funds, Capital Raising, Divestitures, Capital Markets, Equities, Due Diligence, Financial Modeling, Fund Of Funds, LBO
Education
Pace University 1991 — 1995
MBA, Finance
West Virginia University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Brad Forth's Berkshire Capital Securities LLC Experience August 2001 - August 2013
Job Finance and Investments
Industry Investment Management
Experience
HF2 Financial Management Inc. October 2012 - March 2015
Berkshire Capital Securities LLC August 2001 - August 2013
Highbury Financial Inc. July 2005 - April 2010
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Mergers & Acquisitions, Financial Modeling, Investments, Investment Banking, Asset Management, Private Equity, Venture Capital, Equities
Education
Duke University 1997 — 2001
BS - Economics, BA - Chemistry
HF2 Financial Management Inc. October 2012 - March 2015
Berkshire Capital Securities LLC August 2001 - August 2013
Highbury Financial Inc. July 2005 - April 2010
Skills
Due Diligence, Mergers, Valuation, Asset Managment, Mergers & Acquisitions, Financial Modeling, Investments, Investment Banking, Asset Management, Private Equity, Venture Capital, Equities
Education
Duke University 1997 — 2001
BS - Economics, BA - Chemistry
Jennifer Sransky's Berkshire Capital Securities LLC Experience April 2001 - Present
Job Marketing Director at Berkshire Capital Securities LLC
Industry Financial Services
Experience
Berkshire Capital Securities LLC April 2001 - Present
Skills
Marketing..., Email Marketing, Marketing Event Planning, Partnership Marketing, Marketing Management, Marketing Strategy, Social Media Marketing, Web Marketing Strategy, Integrated Marketing, Marketing Reporting, PowerPoint, CRM Databases, CRM Integration, Salesforce.com, Sales Logix, New Business Development, Conference Production, Conference Management, Conference Coordination, Conference Organization
Education
New York University 1996 — 2000
Bachelor's Degree
Berkshire Capital Securities LLC April 2001 - Present
Skills
Marketing..., Email Marketing, Marketing Event Planning, Partnership Marketing, Marketing Management, Marketing Strategy, Social Media Marketing, Web Marketing Strategy, Integrated Marketing, Marketing Reporting, PowerPoint, CRM Databases, CRM Integration, Salesforce.com, Sales Logix, New Business Development, Conference Production, Conference Management, Conference Coordination, Conference Organization
Education
New York University 1996 — 2000
Bachelor's Degree
Shant Hagopian's Berkshire Capital Securities LLC Experience July 2008 - April 2010
Job Business Strategist at Symphony Asset Management
Industry Financial Services
Experience
Symphony Asset Management June 2015 - Present
BasicValue Asset Management January 2014 - June 2015
Credit Suisse - Asset Management Finance LLC April 2010 - November 2012
Berkshire Capital Securities LLC July 2008 - April 2010
Equilar June 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Analysis, Mergers, Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Due Diligence, Investments, Corporate Finance, LBO, Bloomberg, Alternative Investments, Equities, Data Analysis, Microsoft Excel, powerpoint, Microsoft Office
Education
Harvard University 2004 — 2008
BA, Economics
St. Ignatius College Preparatory 2000 — 2004
Symphony Asset Management June 2015 - Present
BasicValue Asset Management January 2014 - June 2015
Credit Suisse - Asset Management Finance LLC April 2010 - November 2012
Berkshire Capital Securities LLC July 2008 - April 2010
Equilar June 2007 - August 2007
Skills
Mergers & Acquisitions, Financial Analysis, Mergers, Investment Banking, Valuation, Private Equity, Financial Modeling, Hedge Funds, Due Diligence, Investments, Corporate Finance, LBO, Bloomberg, Alternative Investments, Equities, Data Analysis, Microsoft Excel, powerpoint, Microsoft Office
Education
Harvard University 2004 — 2008
BA, Economics
St. Ignatius College Preparatory 2000 — 2004
Gina Bracco's Berkshire Capital Securities LLC Experience August 2011 - Present
Job Marketing Associate
Industry Banking
Experience
Berkshire Capital Securities LLC August 2011 - Present
Flag Luxury Properties February 2008 - August 2009
Flag Luxury Properties July 2006 - February 2008
Gibson, Dunn & Crutcher LLP March 2006 - July 2006
Mayer Brown January 2005 - February 2006
MAYBELLINE * GARNIER February 2002 - January 2005
Education
California State University-Chico 1997 — 2001
Communications, Marketing
Berkshire Capital Securities LLC August 2011 - Present
Flag Luxury Properties February 2008 - August 2009
Flag Luxury Properties July 2006 - February 2008
Gibson, Dunn & Crutcher LLP March 2006 - July 2006
Mayer Brown January 2005 - February 2006
MAYBELLINE * GARNIER February 2002 - January 2005
Education
California State University-Chico 1997 — 2001
Communications, Marketing
Melanie Bloom's Berkshire Capital Securities LLC Experience June 2006 - April 2009
Job Treasury Analyst at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group March 2014 - Present
BNP Paribas August 2011 - March 2014
Primus Asset Management June 2009 - April 2011
Berkshire Capital Securities LLC June 2006 - April 2009
Skills
Investments, Derivatives, Finance, Financial Services, Structured Finance, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets
Education
Duke University 2002 — 2006
B.A., Anthropology
Fortress Investment Group March 2014 - Present
BNP Paribas August 2011 - March 2014
Primus Asset Management June 2009 - April 2011
Berkshire Capital Securities LLC June 2006 - April 2009
Skills
Investments, Derivatives, Finance, Financial Services, Structured Finance, Investment Banking, Mergers & Acquisitions, Equities, Capital Markets
Education
Duke University 2002 — 2006
B.A., Anthropology
Code Sternal's Berkshire Capital Securities LLC Experience April 2011 - October 2014
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon October 2014 - Present
Berkshire Capital Securities LLC April 2011 - October 2014
UBS Global Asset Management June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Investment Banking, Valuation, Investments, Capital Markets, Financial Services, Bloomberg, Mergers & Acquisitions, DCF
Education
University of Cambridge 2008 — 2010
Master of Arts (M.A.), Economics
Trinity College-Hartford 2004 — 2008
BS, Economics
St. Louis Park Senior High School 2000 — 2004
BNY Mellon October 2014 - Present
Berkshire Capital Securities LLC April 2011 - October 2014
UBS Global Asset Management June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Investment Banking, Valuation, Investments, Capital Markets, Financial Services, Bloomberg, Mergers & Acquisitions, DCF
Education
University of Cambridge 2008 — 2010
Master of Arts (M.A.), Economics
Trinity College-Hartford 2004 — 2008
BS, Economics
St. Louis Park Senior High School 2000 — 2004
Raymond Kwon's Berkshire Capital Securities LLC Experience June 2008 - July 2011
Job Senior Analyst, Software Engineering at Kinray, Inc.
Industry Information Technology and Services
Experience
Kinray, Inc. July 2014 - Present
Kinray, Inc. July 2011 - July 2014
Berkshire Capital Securities LLC June 2008 - July 2011
Hayden 5 Media February 2011 - May 2011
Washington Square Films September 2010 - April 2011
Perceptional Production September 2010 - January 2011
Skills
Microsoft Office, Data Analysis, Social Media
Education
Boston College 2006 — 2010
BA, Communications
Kinray, Inc. July 2014 - Present
Kinray, Inc. July 2011 - July 2014
Berkshire Capital Securities LLC June 2008 - July 2011
Hayden 5 Media February 2011 - May 2011
Washington Square Films September 2010 - April 2011
Perceptional Production September 2010 - January 2011
Skills
Microsoft Office, Data Analysis, Social Media
Education
Boston College 2006 — 2010
BA, Communications
Colin Knox's Berkshire Capital Securities LLC Experience December 2013 - September 2015
Job Investment Banking Analyst at Citi
Industry Financial Services
Experience
Citi September 2015 - Present
Berkshire Capital Securities LLC December 2013 - September 2015
Rocaton Investment Advisors July 2013 - December 2013
PwC June 2012 - August 2012
The Durst Organization June 2011 - August 2011
Bedford Sportsman April 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Classics, Financial Modeling, Research, Financial Analysis
Education
Union College 2009 — 2013
Bachelor's degree, Economics/Classics
Citi September 2015 - Present
Berkshire Capital Securities LLC December 2013 - September 2015
Rocaton Investment Advisors July 2013 - December 2013
PwC June 2012 - August 2012
The Durst Organization June 2011 - August 2011
Bedford Sportsman April 2009 - September 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Economics, Classics, Financial Modeling, Research, Financial Analysis
Education
Union College 2009 — 2013
Bachelor's degree, Economics/Classics
Matthew Fields's Berkshire Capital Securities LLC Experience 2005 - 2007
Job Credit Analyst at Bank of America
Industry Banking
Experience
Bank of America 2010 - Present
UBS Investment Bank 2007 - 2010
Berkshire Capital Securities LLC 2005 - 2007
Education
Duke University 2001 — 2005
BS, Economics
Bank of America 2010 - Present
UBS Investment Bank 2007 - 2010
Berkshire Capital Securities LLC 2005 - 2007
Education
Duke University 2001 — 2005
BS, Economics
Peter Rockefeller's Berkshire Capital Securities LLC Experience 2005 - 2012
Job Managing Director at G2 Investment Group
Industry Investment Management
Experience
G2 Investment Group 2012 - Present
Berkshire Capital Securities LLC 2005 - 2012
Citi Private Bank 2001 - 2003
Donalddson, Lufkin & Jenrette 1993 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Alternative Investments, Investment Banking, Capital Markets, Asset Management, Corporate Finance
Education
Dartmouth College
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
G2 Investment Group 2012 - Present
Berkshire Capital Securities LLC 2005 - 2012
Citi Private Bank 2001 - 2003
Donalddson, Lufkin & Jenrette 1993 - 2001
Skills
Hedge Funds, Mergers & Acquisitions, Private Equity, Valuation, Alternative Investments, Investment Banking, Capital Markets, Asset Management, Corporate Finance
Education
Dartmouth College
Bachelor of Arts (BA)
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (MBA)
Financo, Inc.
Sonenshine Partners
GP Bullhound
Berkshire Capital
Foros
Marlin & Associates