Bowles Hollowell Conner & Co.
Industry: Investment banking company
DescriptionBowles Hollowell Conner & Co. was a leading middle market investment banking firm headquartered in Charlotte, North Carolina. The firm was founded in 1975 by Erskine Bowles and Thomas Hollowell. In April 1998, Bowles Hollowell was acquired by First Union. Headquarters: Charlotte, NC Founded: 1975 Type of business: Acquired Total assets: 18 million USD
Bowles Hollowell Conner & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bowles Hollowell Conner & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bowles Hollowell Conner & Co. Salaries. You can even request information on how much does Bowles Hollowell Conner & Co. pay if you want to. Learn about salaries, pros and cons of working for Bowles Hollowell Conner & Co. 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!
16 Bowles Hollowell Conner & Co. employees in database. Find out everything there's to know about Bowles Hollowell Conner & Co. 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.
Bowles Hollowell Conner & Co. Employees
Employee
Years
Job
Industry
Christopher T. Latta Christopher T. Latta's Bowles Hollowell Conner & Co. Experience July 1992 - June 1994
Job CEO at Mersada LLC
Industry Banking
Experience
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
Mersada LLC February 2014 - Present
The Center for Board Excellence 2012 - Present
Claridge Capital LLC April 2011 - Present
Wells Fargo Securities August 1999 - May 2011
Merrill Lynch September 1996 - July 1997
The Compucare Company July 1995 - September 1996
Morgan Stanley Capital Partners July 1994 - July 1995
Bowles Hollowell Conner & Co. July 1992 - June 1994
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Vanderbilt University 1988 — 1992
BA, Economics
James Collins James Collins's Bowles Hollowell Conner & Co. Experience 1996 - 1998
Job Managing Partner
Industry Venture Capital & Private Equity
Experience
Eastwood Capital Partners, LLC 2012 - Present
Leeds Equity Partners 2012 - 2012
Roark Capital Management, LLC 2009 - 2011
Stone Tower Equity Partners LLC 2008 - 2009
Parish Capital Advisors 2006 - 2008
Bruckmann, Rosser, Sherrill & Co. 2000 - 2006
Bowles Hollowell Conner & Co. 1996 - 1998
Bain & Company 1994 - 1996
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Eastwood Capital Partners, LLC 2012 - Present
Leeds Equity Partners 2012 - 2012
Roark Capital Management, LLC 2009 - 2011
Stone Tower Equity Partners LLC 2008 - 2009
Parish Capital Advisors 2006 - 2008
Bruckmann, Rosser, Sherrill & Co. 2000 - 2006
Bowles Hollowell Conner & Co. 1996 - 1998
Bain & Company 1994 - 1996
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Howard University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
John Pollock John Pollock's Bowles Hollowell Conner & Co. Experience 1992 - 1998
Job Managing Director at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Fifth Third Bank May 2014 - Present
Duff & Phelps October 2012 - April 2014
Fidus Partners April 2010 - September 2011
Edgeview Partners 2006 - 2010
Wachovia, A Wells Fargo Company 1998 - 2006
Bowles Hollowell Conner & Co. 1992 - 1998
Skills
Mergers, Valuation, Corporate Finance, Due Diligence, Corporate Development, Capital Markets, Financial Modeling, Investments, Business Valuation, Financial Structuring, Financial Analysis, Equities
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA), Finance
Hampden-Sydney College 1983 — 1987
Bachelor of Arts (BA), English
Maury High School 1980 — 1983
Charles E. Merritt's Bowles Hollowell Conner & Co. Experience July 1991 - June 1993
Job Executive Director and Professor of the Practice, Department of Economics at UNC Minor in Entrepreneurship
Industry Higher Education
Experience
UNC Chapel Hill Minor in Entrepreneurship June 2015 - Present
The Fahrenheit Group July 2014 - Present
StepStone Group April 2012 - Present
The University of North Carolina at Chapel Hill January 2013 - June 2015
Parish Capital Advisors, LLP June 2003 - April 2012
The Duke Endowment September 2000 - June 2003
UNC Chapel Hill Investment Office June 1998 - September 2000
Bank of America Capital Investors July 1995 - June 1998
Bowles Hollowell Conner & Co. July 1991 - June 1993
Skills
Private Equity, Alternative Investments, Investments, Investment Banking, Fund Of Funds, Buyouts, Venture Capital, Due Diligence, Mergers, Business Strategy, Portfolio Management, Start-ups, Financial Analysis, Entrepreneurship, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Asset Management, Philanthropy, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
UNC Chapel Hill 1987 — 1991
BA, Economics
UNC Chapel Hill Minor in Entrepreneurship June 2015 - Present
The Fahrenheit Group July 2014 - Present
StepStone Group April 2012 - Present
The University of North Carolina at Chapel Hill January 2013 - June 2015
Parish Capital Advisors, LLP June 2003 - April 2012
The Duke Endowment September 2000 - June 2003
UNC Chapel Hill Investment Office June 1998 - September 2000
Bank of America Capital Investors July 1995 - June 1998
Bowles Hollowell Conner & Co. July 1991 - June 1993
Skills
Private Equity, Alternative Investments, Investments, Investment Banking, Fund Of Funds, Buyouts, Venture Capital, Due Diligence, Mergers, Business Strategy, Portfolio Management, Start-ups, Financial Analysis, Entrepreneurship, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Asset Management, Philanthropy, Business Development
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1993 — 1995
MBA
UNC Chapel Hill 1987 — 1991
BA, Economics
Jordan Smyth Jordan Smyth's Bowles Hollowell Conner & Co. Experience 1996 - 1998
Job Managing Director at Edgemoor Investment Advisors, Inc.
Industry Investment Management
Experience
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Edgemoor Investment Advisors 2003 - Present
Wachovia Securities, LLC 2000 - 2003
First Union Securities 1999 - 2000
Bowles Hollowell Conner & Co. 1996 - 1998
BP Amoco 1993 - 1995
Lazard Freres & Co. 1988 - 1990
Skills
Investments, Mergers, Fundraising, Valuation, Business Development, Financial Modeling, Strategy, Strategic Planning, Entrepreneurship, Portfolio Management, Non-profits
Education
Harvard Business School 1991 — 1993
MBA
University of North Carolina at Chapel Hill 1984 — 1988
BA, English
Phillips Academy 1981 — 1984
Kelly Katterhagen Kelly Katterhagen's Bowles Hollowell Conner & Co. Experience 1990 - 1997
Job Managing Director and Founder, BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners April 2010 - Present
IOA Corporation September 1997 - April 2010
Bowles Hollowell Conner & Co. 1990 - 1997
JP Morgan August 1985 - July 1988
Skills
Mergers, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Equities, Marketing Strategy, Management Consulting, Strategic Planning, Private Equity, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Investments
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Colgate University 1981 — 1985
BA, Economics with High Honors, Mathematics
BlackArch Partners April 2010 - Present
IOA Corporation September 1997 - April 2010
Bowles Hollowell Conner & Co. 1990 - 1997
JP Morgan August 1985 - July 1988
Skills
Mergers, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Equities, Marketing Strategy, Management Consulting, Strategic Planning, Private Equity, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Corporate Development, LBO, Leveraged Finance, Investments
Education
Harvard Business School 1988 — 1990
MBA, Business Administration
Colgate University 1981 — 1985
BA, Economics with High Honors, Mathematics
Eric Graham's Bowles Hollowell Conner & Co. Experience August 1998 - March 2000
Job Private equity sponsor of middlemarket manufacturing and business services companies and managers
Industry Venture Capital & Private Equity
Experience
TGP Investments, LLC September 2006 - Present
George K. Baum Merchant Banc, LLC March 2000 - May 2009
Bowles Hollowell Conner & Co. August 1998 - March 2000
Dillon, Read & Co. Inc. May 1997 - August 1997
Lehman Brothers April 1994 - June 1996
A.G. Edwards & Sons, Inc. May 1992 - April 1994
Skills
Private Equity, Venture Capital, Funding, Growth Capital, Manufacturing, Business Services, Shareholder Value, Investors, Equities, Due Diligence, Valuation, Mergers, Financial Modeling, Corporate Finance, Portfolio Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Accounting
Kansas State University 1989 — 1992
BS (magna cum laude), Business Administration, Finance
TGP Investments, LLC September 2006 - Present
George K. Baum Merchant Banc, LLC March 2000 - May 2009
Bowles Hollowell Conner & Co. August 1998 - March 2000
Dillon, Read & Co. Inc. May 1997 - August 1997
Lehman Brothers April 1994 - June 1996
A.G. Edwards & Sons, Inc. May 1992 - April 1994
Skills
Private Equity, Venture Capital, Funding, Growth Capital, Manufacturing, Business Services, Shareholder Value, Investors, Equities, Due Diligence, Valuation, Mergers, Financial Modeling, Corporate Finance, Portfolio Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Accounting
Kansas State University 1989 — 1992
BS (magna cum laude), Business Administration, Finance
Juliana MaGill Juliana MaGill's Bowles Hollowell Conner & Co. Experience August 1994 - May 1998
Job
Industry Marketing and Advertising
Experience
Google November 2012 - Present
Google April 2011 - December 2012
Razorfish 2007 - April 2011
Avenue A Razorfish 2007 - 2008
D&B 2001 - 2007
Sibson & Company 2000 - 2001
Bowles Hollowell Conner & Co. August 1994 - May 1998
Skills
Digital Strategy, Digital Marketing, Mobile Marketing, SEM, Analytics, Digital Media, Search Advertising, Online Advertising, Cross-functional Team..., Interactive Marketing, Integrated Marketing, Strategy, Strategic Planning, E-commerce, Display Advertising, Web Analytics, Account Management, Team Leadership, Lead Generation, Online Marketing, Strategic Partnerships, Project Management, New Business Development, Customer Acquisition, Competitive Analysis, Social Media Marketing, Omniture, PPC, Google Adwords, Multi-channel Marketing, Email Marketing, Strategic Thinking, Strategic Alliances, Mobile Advertising, Digital Agency, Digital Business..., DoubleClick
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Duke University 1990 — 1994
Bachelor's Degree, Economics
Google November 2012 - Present
Google April 2011 - December 2012
Razorfish 2007 - April 2011
Avenue A Razorfish 2007 - 2008
D&B 2001 - 2007
Sibson & Company 2000 - 2001
Bowles Hollowell Conner & Co. August 1994 - May 1998
Skills
Digital Strategy, Digital Marketing, Mobile Marketing, SEM, Analytics, Digital Media, Search Advertising, Online Advertising, Cross-functional Team..., Interactive Marketing, Integrated Marketing, Strategy, Strategic Planning, E-commerce, Display Advertising, Web Analytics, Account Management, Team Leadership, Lead Generation, Online Marketing, Strategic Partnerships, Project Management, New Business Development, Customer Acquisition, Competitive Analysis, Social Media Marketing, Omniture, PPC, Google Adwords, Multi-channel Marketing, Email Marketing, Strategic Thinking, Strategic Alliances, Mobile Advertising, Digital Agency, Digital Business..., DoubleClick
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA
Duke University 1990 — 1994
Bachelor's Degree, Economics
Joann Enos Wright Joann Enos Wright's Bowles Hollowell Conner & Co. Experience March 1993 - October 1994
Job Director, Human Resources at Dynamic Dental Partners
Industry Medical Devices
Experience
Dynamic Dental Partners March 2014 - Present
Pro-Link GLOBAL,Inc October 2012 - February 2014
Kilpatrick Townsend & Stockton LLP October 2007 - February 2012
Parker Poe Adams & Bernstein LLP January 1995 - September 2007
Bowles Hollowell Conner & Co. March 1993 - October 1994
Bell Seltzer Park & Gibson April 1988 - March 1993
Tridata, Inc. 1984 - 1988
Skills
Employee Relations, Legal Compliance, Employment Law, Benefits Administration, Human Resources, Recruiting, HRIS, Global Management, Personnel Management, Policy, Outlook, Immigration Law, Training, Deferred Compensation, New Hire Orientations, Management, Temporary Placement, Payroll, Hiring, HR Policies, Performance Management, FMLA, Employee Benefits, Budgets, Talent Management, Onboarding, Performance Appraisal, Strategic Planning, Team Building, Process Improvement, Leadership
Education
Miami University 1979 — 1983
Bachelor of Science (B.S.), Accounting and Finance
Dynamic Dental Partners March 2014 - Present
Pro-Link GLOBAL,Inc October 2012 - February 2014
Kilpatrick Townsend & Stockton LLP October 2007 - February 2012
Parker Poe Adams & Bernstein LLP January 1995 - September 2007
Bowles Hollowell Conner & Co. March 1993 - October 1994
Bell Seltzer Park & Gibson April 1988 - March 1993
Tridata, Inc. 1984 - 1988
Skills
Employee Relations, Legal Compliance, Employment Law, Benefits Administration, Human Resources, Recruiting, HRIS, Global Management, Personnel Management, Policy, Outlook, Immigration Law, Training, Deferred Compensation, New Hire Orientations, Management, Temporary Placement, Payroll, Hiring, HR Policies, Performance Management, FMLA, Employee Benefits, Budgets, Talent Management, Onboarding, Performance Appraisal, Strategic Planning, Team Building, Process Improvement, Leadership
Education
Miami University 1979 — 1983
Bachelor of Science (B.S.), Accounting and Finance
Carissa Burns Carissa Burns's Bowles Hollowell Conner & Co. Experience 1988 - 1990
Job Strategic Sales Director, Southeast at Reval
Industry Financial Services
Experience
Reval March 2009 - Present
Wachovia Bank, NA 2007 - August 2008
Wachovia Bank, NA 2001 - 2006
Wachovia Bank, NA 1993 - 2001
Wachovia Bank, NA 1991 - 1993
Bowles Hollowell Conner & Co. 1988 - 1990
Skills
New Business Development, P&L Management, Organizational Change, Consultative Selling, Business Strategy, SaaS, Salesforce.com, Fortune 1000, Change Management, Selling, Risk Management, Account Management, Treasury Management, Finance, CRM, Mergers & Acquisitions, Financial Services, Derivatives, FX Options, Fixed Income, Strategy, Financial Analysis, Valuation, Leadership, Financial Risk, Credit, Business Process..., Management, Enterprise Software, Due Diligence, Sales
Education
Converse College 1984 — 1988
BA, Mathematics and Economics
Reval March 2009 - Present
Wachovia Bank, NA 2007 - August 2008
Wachovia Bank, NA 2001 - 2006
Wachovia Bank, NA 1993 - 2001
Wachovia Bank, NA 1991 - 1993
Bowles Hollowell Conner & Co. 1988 - 1990
Skills
New Business Development, P&L Management, Organizational Change, Consultative Selling, Business Strategy, SaaS, Salesforce.com, Fortune 1000, Change Management, Selling, Risk Management, Account Management, Treasury Management, Finance, CRM, Mergers & Acquisitions, Financial Services, Derivatives, FX Options, Fixed Income, Strategy, Financial Analysis, Valuation, Leadership, Financial Risk, Credit, Business Process..., Management, Enterprise Software, Due Diligence, Sales
Education
Converse College 1984 — 1988
BA, Mathematics and Economics
Doug McCartney's Bowles Hollowell Conner & Co. Experience 1987 - 1990
Job Managing Director at VRA Partners, LLC
Industry Investment Banking
Experience
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
VRA Partners, LLC 2006 - Present
SunTrust Robinson Humphrey 2001 - 2006
The Robinson-Humphrey Company, Formerly a subsidiary of Citigroup 1993 - 2001
Robinson-Humphrey 1992 - 2001
Bowles Hollowell Conner & Co. 1987 - 1990
Education
Kenan-Flagler Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duke University 1983 — 1987
AB, Economics, Political Science
Baldwin High School 1979 — 1983
David Haddad's Bowles Hollowell Conner & Co. Experience August 1995 - July 1997
Job Partner at Olympus Partners
Industry Financial Services
Experience
Olympus Partners June 2008 - Present
Cornerstone Equity Investors August 1997 - March 2008
Bowles Hollowell Conner & Co. August 1995 - July 1997
Education
Duke University 1991 — 1995
BA, Economics, Political Science
Ledyard High School
Olympus Partners June 2008 - Present
Cornerstone Equity Investors August 1997 - March 2008
Bowles Hollowell Conner & Co. August 1995 - July 1997
Education
Duke University 1991 — 1995
BA, Economics, Political Science
Ledyard High School
Rachelle (Holmes) Perkins's Bowles Hollowell Conner & Co. Experience 1997 - 1999
Job Asst Professor of Law
Industry Law Practice
Experience
George Mason University School of Law 2008 - Present
Columbia Law School 2006 - 2008
King & Spalding 2004 - 2006
Simpson Thacher & Bartlett LLP 2002 - 2004
Bowles Hollowell Conner & Co. 1997 - 1999
Skills
Tax Law, Corporate Tax, Income Tax, International Tax, Legal Research, Legal Writing
Education
Columbia University School of Law 1999 — 2002
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor's Degree, Mathematics
George Mason University School of Law 2008 - Present
Columbia Law School 2006 - 2008
King & Spalding 2004 - 2006
Simpson Thacher & Bartlett LLP 2002 - 2004
Bowles Hollowell Conner & Co. 1997 - 1999
Skills
Tax Law, Corporate Tax, Income Tax, International Tax, Legal Research, Legal Writing
Education
Columbia University School of Law 1999 — 2002
Juris Doctor (J.D.)
University of North Carolina at Chapel Hill 1993 — 1997
Bachelor's Degree, Mathematics
Gregory LeNeave's Bowles Hollowell Conner & Co. Experience December 1996 - December 1998
Job President at Anderson LeNeave & Co.
Industry Investment Banking
Experience
Anderson LeNeave & Co. December 1998 - Present
Bowles Hollowell Conner & Co. December 1996 - December 1998
Fleet Capital Corporation 1984 - December 1996
Manufacturers Hanover Trust 1983 - 1984
Skills
Investment Banking, Private Equity, Venture Capital, Mezzanine, Mergers, Valuation, Business Valuation, Loans, Financial Modeling, LBO, Finance, Growth Capital, Restructuring, Business Development, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Portfolio Management, Recapitalizations, Corporate Development, Alternative Investments, Corporate Finance, Capital, Investments, Due Diligence, M
Education
Appalachian State University 1980 — 1981
BSBA, Finance and Economics
University of North Carolina at Chapel Hill 1975 — 1978
AB, General Studies
Anderson LeNeave & Co. December 1998 - Present
Bowles Hollowell Conner & Co. December 1996 - December 1998
Fleet Capital Corporation 1984 - December 1996
Manufacturers Hanover Trust 1983 - 1984
Skills
Investment Banking, Private Equity, Venture Capital, Mezzanine, Mergers, Valuation, Business Valuation, Loans, Financial Modeling, LBO, Finance, Growth Capital, Restructuring, Business Development, Mergers & Acquisitions, Capital Markets, Leveraged Finance, Portfolio Management, Recapitalizations, Corporate Development, Alternative Investments, Corporate Finance, Capital, Investments, Due Diligence, M
Education
Appalachian State University 1980 — 1981
BSBA, Finance and Economics
University of North Carolina at Chapel Hill 1975 — 1978
AB, General Studies
Atabak Mokari's Bowles Hollowell Conner & Co. Experience 1998 - 2000
Job Healthcare group at UBS Investment Bank
Industry Medical Devices
Experience
Credit Suisse First Boston Healthcare groupUBS Investment BankSeptember 2009 - Present
Bowles Hollowell Conner & Co. 1998 - 2000
Education
The Tuck School of Business at Dartmouth
Credit Suisse First Boston Healthcare groupUBS Investment BankSeptember 2009 - Present
Bowles Hollowell Conner & Co. 1998 - 2000
Education
The Tuck School of Business at Dartmouth
Robert Calton's Bowles Hollowell Conner & Co. Experience August 1989 - December 2000
Job Managing Member, Summit Park
Industry Venture Capital & Private Equity
Experience
Summit Park January 2006 - Present
Wachovia Capital Partners January 2001 - December 2004
Bowles Hollowell Conner & Co. August 1989 - December 2000
Morgan Stanley Ventures June 1986 - June 1987
Morgan Stanley & Co. June 1984 - June 1986
Skills
Investments, Private Equity, LBO, Venture Capital, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Private Placements, Mezzanine, Business Valuation, Financial Modeling, Corporate Finance, Leveraged Finance
Education
Harvard Business School 1987 — 1989
MBA
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Accounting, Finance
Summit Park January 2006 - Present
Wachovia Capital Partners January 2001 - December 2004
Bowles Hollowell Conner & Co. August 1989 - December 2000
Morgan Stanley Ventures June 1986 - June 1987
Morgan Stanley & Co. June 1984 - June 1986
Skills
Investments, Private Equity, LBO, Venture Capital, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Private Placements, Mezzanine, Business Valuation, Financial Modeling, Corporate Finance, Leveraged Finance
Education
Harvard Business School 1987 — 1989
MBA
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Accounting, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS