Bluestone Capital Partners, LLC
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Bluestone Capital Partners, LLC Employees
Bluestone Capital Partners, LLC July 2015 - Present
Bloomberg LP September 2014 - May 2015
GE Capital June 2013 - August 2013
Merrill Lynch July 2012 - September 2012
Cystic Fibrosis Foundation May 2012 - September 2012
Intercultural Management Institute January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Word, Teamwork, Research, PowerPoint, Financial Analysis, Accounting, Financial Modeling, Management, Finance, Leadership, Business Development, Data Analysis, Market Research
Education
American University 2010 — 2014
Bachelor of Science (BS), Finance
London School of Economics and Political Science 2012 — 2013
Finance & Economics
KippsDeSanto & Co. October 2014 - Present
Bluestone Capital Partners, LLC December 2012 - October 2014
Pratt & Whitney October 2010 - November 2012
Sikorsky Aircraft March 2010 - October 2010
Sikorsky Aircraft March 2008 - March 2010
Sikorsky Aircraft July 2006 - March 2008
Pratt & Whitney May 2005 - August 2005
Skills
Aerospace, Defence, M&A experience, Business Strategy, Business Development, Mergers, Acquisitions, Divestitures, Joint Ventures, Cross-border..., Engineering, Mergers & Acquisitions, Systems Engineering, Engineering Management, Six Sigma, Cross-functional Team..., Valuation, Financial Modeling, Due Diligence, Analysis, Competitive Analysis, Finance, Entrepreneurship, Due diligence
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2009
M.B.A., Finance, Strategy, Entrepreneurship
Trinity College-Hartford 2002 — 2006
B.S., Engineering
New York Presbyterian Hospital August 2008 - Present
Penn Medicine (University of Pennsylvania Health System) September 2003 - September 2005
New York Presbyterian Hospital June 2005 - August 2005
Thomas Jefferson University Hospitals September 2002 - May 2003
The Princeton Review April 2001 - August 2001
Bluestone Capital Partners, LLC 2000 - 2001
Johnson & Johnson 2000 - 2000
Johnson & Johnson 1999 - 2000
Deloitte May 1999 - August 1999
Skills
Clinical Research, Healthcare, ACLS, Nursing, Healthcare Management
Education
University of Medicine and Dentistry of New Jersey 2007 — 2008
Bachelor of Science in Nursing
University of the Sciences in Philadelphia 2001 — 2006
Doctor of Pharmacy (Pharm.D.), Clinical, Hospital, and Managed Care Pharmacy
Rutgers University-New Brunswick 1996 — 2000
Bachelor of Science in Public Health
Immaculate Heart Academy
High School Diploma
Bluestone Capital Partners, LLC March 2013 - Present
Bluestone Capital Partners, LLC April 2012 - March 2013
Quimica Industrial Mediterranea S.L.U. (QUIMSA) May 2011 - July 2011
Borough of Emmaus- Emmaus Community Pool May 2010 - September 2010
Borough of Emmaus- Emmaus Community Pool June 2003 - August 2009
Skills
Spanish, Microsoft Office, Excel, Word, PowerPoint, International Business, Data Analysis, Business Strategy
Education
Universidad de Málaga 2010 — 2011
MBA
Dickinson College 2006 — 2010
B.A.,, International Business & Management, Spanish
VMware September 2014 - Present
Hewlett-Packard August 2012 - July 2013
Hewlett-Packard November 2010 - August 2012
Oracle October 2005 - July 2008
Moody's Investors Service September 2004 - October 2005
Thomson Reuters January 1998 - August 2002
Bluestone Capital Partners, LLC December 1997 - January 1998
Advest, Inc. October 1993 - December 1997
London Investment Trust, America September 1992 - October 1993
Skills
Solution Selling, Enterprise Software, SaaS, Cloud Computing, Data Center, Professional Services, Business Alliances, Fixed Income, Consultative Sales..., Managed Services, Solution Architecture, Pre-sales, HP, Partner Management, Salesforce.com, Strategic Partnerships, Management
Education
Trinity University-Washington 1988 — 1992
Bachelor of Arts
Patriot Mortgage LLC June 2015 - Present
Loan Value Group, LLC June 2013 - March 2015
Murphy & Durieu October 1997 - June 2013
Bluestone Capital Partners, LLC February 1997 - October 1997
Skills
Sales, Customer Service, Series 7, Series 63, Proprietary Trading, Bonds, High Yield, Electronic Trading, Management, Leadership, Investments, Competitive, Success Driven, Challenge Driven, People Skills, Motivated self-starter, Determination to Succeed, series 62, Bloomberg Terminal, Finance, State Licensed Mortgage...
Education
Springfield College 1992 — 1996
Bachelor of Business Administration (BBA), Business Administration and Managemen
Springfield College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Bluestone Capital Partners, LLC June 2015 - Present
DoorDash June 2015 - Present
The George Washington University - School of Business August 2014 - May 2015
Novahill Partners September 2014 - December 2014
BNP Paribas June 2014 - August 2014
CSP Business Media/Redwood Investments LLC January 2014 - May 2014
Enzyme Venture Capital August 2013 - December 2013
Bank of America Merrill Lynch June 2013 - August 2013
Top Hat March 2013 - June 2013
Chin Compensation & Performance LLC May 2011 - August 2011
Skills
Fundraising, Microsoft Excel, Data Analysis, Business Development, Financial Modeling, PowerPoint, Investment Banking, Start-up Ventures, Time Management, Microsoft Office, Social Media, Editing, Spanish, Venture Capital, Compensation Strategies, Financial Transactions, Mergers & Acquisitions, Market Research
Education
The George Washington University - School of Business
Bachelor of Business Administration (BBA), Finance and International Business
Universidad Torcuato di Tella
Acton-Boxborough Regional High School
Bluestone Capital Partners, LLC April 2015 - Present
Bluestone Capital Partners, LLC November 2012 - April 2015
Schafer Corporation September 2010 - November 2012
Capstone Strategic November 2008 - September 2010
Bainbridge Capital March 2008 - November 2008
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Business Valuation, Valuation, Private Equity, Investment Banking, Finance, Due Diligence, Analysis, Mergers, Corporate Development, Investments, Equities, DCF, Equity Valuation, Industry Research, Capital IQ, Capital Structure
Education
University of Maryland - Robert H. Smith School of Business
Bachelor of Arts (B.A.)
Bluestone Capital Partners, LLC October 2011 - Present
Oppenheimer & Co. July 2010 - October 2011
Capitol Partners June 2009 - August 2009
Renaissance Strategic Advisors January 2009 - April 2009
New Media Strategies May 2008 - December 2008
Adams Hussey & Associates August 2007 - December 2007
Skills
Valuation, Corporate Finance, Venture Capital, Mergers & Acquisitions, Investment Banking, Private Equity, Equities, Due Diligence, Investments, Financial Modeling, Capital Markets, Microsoft Excel, DCF, Corporate Development, Equity Valuation, Financial Analysis, Analysis
Education
American University - Kogod School of Business 2006 — 2010
Lexington High School
Bluestone Capital Partners, LLC February 2011 - Present
Stifel Nicolaus July 2008 - March 2011
Stifel Nicolaus May 2007 - June 2007
VetCentric October 2003 - August 2006
Education
Georgetown University - The McDonough School of Business 2006 — 2008
Master's, Business
Vanderbilt University 1999 — 2003
BS, Political Science & Economics
High-School 1995 — 1999
The Fig Group LLC April 2015 - Present
Bedminster Financial Group October 2013 - January 2015
Brimberg & Co. January 2005 - September 2013
Bluestone Capital Partners, LLC 1999 - 2001
SouthEast Research Partners March 1997 - September 1998
Skills
Special Situations, Investment Banking, Corporate Finance, Hedge Funds, Trading, Private Placements, Due Diligence, Venture Capital, Valuation, Equities, Private Equity, Product Management, IPO, Investor Relations, Mergers & Acquisitions, Financial Modeling, Investments, Start-ups
Education
Manhattanville College 1992 — 1997
BA, History/Economics
Cushing Academy 1986 — 1991
Geographic Services, Inc January 2013 - Present
The Livingston Group January 2014 - Present
The Foreign Policy Initiative September 2012 - May 2013
Piruze Analytics, Inc. June 2012 - January 2013
Bluestone Capital Partners, LLC August 2011 - May 2012
Renaissance Strategic Advisors March 2008 - August 2011
American Enterprise Institute (AEI) August 2006 - December 2007
US Department of Defense May 2004 - August 2006
Skills
Mergers, International Relations, National Security, Venture Capital, Private Equity, Financial Modeling, Due Diligence, Economics, Defense, Business Strategy, Government, Program Management, Mergers & Acquisitions, Intelligence Analysis, Corporate Finance, Leadership, Analysis, Strategy, Strategic Planning, Foreign Policy, Public Policy, Start-ups, Investment Banking, Politics, Policy Analysis, Finance
Education
The George Washington University - School of Business
Master of Business Administration (M.B.A.), Strategy & Finance
University of Virginia
Bachelor of Arts (B.A.), Foreign Affairs, Middle Eastern Studies, History
C.D. Hylton Senior High School
Advanced
Hartz Mountain Corporation October 2001 - Present
Bluestone Capital Partners, LLC January 1999 - July 2001
Education
Fashion Institute of Technology
Associate’s Degree, Textile Design
Lycee Francais
Leprino Foods March 2015 - Present
EagleBank March 2013 - March 2015
PNC October 2011 - March 2013
Bluestone Capital Partners, LLC February 2011 - September 2011
Bank of America November 2009 - January 2011
M&T Bank August 2008 - November 2009
Skills
Commercial Banking, Credit, Portfolio Management, Underwriting, Credit Risk, German, Credit Analysis, Commercial Lending, Asset Based Lending, Middle Market, Financial Modeling, Due Diligence, Small Business Lending, Financial Services, Mergers & Acquisitions, Banking, Analysis, Financial Analysis, Management
Education
Duke University - The Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
Wake Forest University 2004 — 2008
B.S.
Terrapin Advisors June 2014 - Present
self May 2014 - Present
JSK Partners of New York April 2013 - Present
ATL Consulting May 2006 - September 2009
The Legend Group February 2002 - January 2008
Bluestone Capital Partners, LLC January 1997 - January 2001
Skills
Series 63, Mutual Funds, Series 7, Fixed Annuities, Series 6, Retirement Planning, Investments, Securities, Asset Management, Insurance, Financial Services, Asset Allocation, IRAs, Strategic Financial..., Wealth Management, Retirement, Equities, Life Insurance, Investment Advisory, Financial Advisory
Education
Tulane University 1986 — 1990
BA, Poli Sci
SuiteNY November 2014 - Present
Design Within Reach January 2014 - November 2014
Natuzzi August 2006 - January 2014
Montblanc 2004 - 2006
Whole Foods Market 2003 - 2004
MEVC 2000 - 2001
JW GENESIS SECURITIES 1999 - 2000
Bluestone Capital Partners, LLC 1998 - 1999
Williams-Sonoma, Inc. 1992 - 1996
FBI 1980 - 1991
Skills
Product Development, Retail, Marketing Strategy, Sales, Creative Strategy, Negotiation, Visual Merchandising, Apparel, Digital Marketing, Marketing, New Business Development, Strategic Planning, Event Management, Sales Management, Inventory Management, Furniture, Merchandising
Education
San Francisco State University 1996 — 1998
Bachelor of Business Administration (B.B.A.), International Business
Howard University 1984 — 1986