Bridgepoint Merchant Banking

Industry: Capital market company

Description

Founded: 2006 Subsidiary: Dewaay Capital Management, Inc.

Bridgepoint Merchant Banking List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bridgepoint Merchant Banking. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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Bridgepoint Merchant Banking Employees

Employee
Years
Job
Industry
Daniela Berzoi Daniela Berzoi Greater Omaha Area Details
Daniela Berzoi's Bridgepoint Merchant Banking Experience July 2014 - Present
Job Analyst at Bridgepoint Merchant Banking
Industry Market Research
Experience
Bridgepoint Merchant Banking   July 2014 - Present
Romanian Commercial Bank (BCR)   March 2012 - May 2012
AIESEC  2010 - 2012

Skills
Market Research, Teamwork, Team Management, Time Management, Negotiation, Event Management, English, Marketing Communications, Team Leadership, Account Management, Marketing Strategy, Public Relations, Management, Organizational..., Social Media Marketing

Education
Bellevue University   2012 — 2014
MBA, Finance, General

Academia de Studii Economice din București   2009 — 2012
Bachelor of Business Administration (BBA)

Ottumwa High School   2007 — 2008
Foreign Exchange Program, Exchange Student

Troy Ganow Troy Ganow Omaha, Nebraska Details
Troy Ganow's Bridgepoint Merchant Banking Experience December 2014 - Present
Job Investment Banking Analyst at Bridgepoint Merchant Banking
Industry Investment Banking
Experience
Bridgepoint Merchant Banking   December 2014 - Present
IPG  August 2014 - April 2015
IPG  July 2012 - August 2014
Security National Bank  November 2011 - July 2012
Wells Fargo  March 2011 - November 2011
Wells Fargo  May 2010 - March 2011
Wells Fargo  September 2007 - May 2010

Skills
Banking, Credit, Investments, Financial Analysis, Loans, Finance, Mortgage Lending, Credit Risk, Business Analysis, Underwriting, Microsoft Office, Microsoft Excel, Microsoft Word, Bloomberg Terminal, Portfolio Management, Credit Analysis, Sales, Cross Selling, Analysis, Financial Modeling, Capital IQ, Valuation, Investment Banking

Education
University of Nebraska at Omaha   2011 — 2013
Master of Business Administration (MBA), 3.97

University of Nebraska at Omaha   2007 — 2011
Bachelor of Business Administration (BBA), Business Finance, Banking and Financial Markets, Investment Science and Portfolio Analysis, 3.67

Brett Theriault Brett Theriault Glen Ellyn, Illinois Details
Brett Theriault's Bridgepoint Merchant Banking Experience June 2015 - Present
Job Investment Banking Summer Analyst at Bridgepoint Merchant Banking
Industry Financial Services
Experience
Bridgepoint Merchant Banking   June 2015 - Present
University of Iowa - Henry B. Tippie College of Business  January 2015 - May 2015
Northwestern Mutual  May 2014 - August 2014
ITsavvy  June 2013 - August 2013
ITsavvy  June 2010 - January 2013
ITsavvy  June 2011 - August 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Research, Photoshop, Public Speaking, Teamwork, Social Media, English, Windows, HTML, Event Planning, Outlook, Teaching, Time Management, Java, Team Leadership, Financial Analysis, Revenue & Profit Growth, Investments, Business Strategy, Numerical Analysis

Education
University of Iowa - Henry B. Tippie College of Business   2011 — 2015
Bachelor’s Degree, Finance, General, Senior

Glenbard South High School

Joe Liss Joe Liss Des Moines, Iowa Area Details
Joe Liss's Bridgepoint Merchant Banking Experience July 2012 - Present
Job Managing Principal at Bridgepoint Merchant Banking
Industry Investment Banking
Experience
Bridgepoint Merchant Banking   July 2012 - Present
Lamin-8 Services   August 2005 - Present
Deutsche Bank  June 1999 - September 2010

Skills
Investment Banking, Valuation, Capital Markets, Private Equity, Financial Modeling, Equities, Corporate Finance, Fixed Income, LBO, Mergers, Private Placements, Hedge Funds, Due Diligence, Financial Structuring, Corporate Development, Mergers & Acquisitions, Derivatives, Venture Capital, M&A experience, Emerging Markets, Alternative Investments

Education
Northwestern University   1995 — 1999
Bachelor of Arts (BA), Economics

Maine South

Edgar Lopez Ramirez Edgar Lopez Ramirez Greater Omaha Area Details
Edgar Lopez Ramirez's Bridgepoint Merchant Banking Experience September 2013 - August 2014
Job Enterprise Optimization Consultant at Blue Cross and Blue Shield of Nebraska
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Nebraska  September 2014 - Present
Bridgepoint Merchant Banking   September 2013 - August 2014
Strategic Growth Bank   May 2011 - September 2013
Sallie Mae  December 2010 - May 2011
Sallie Mae  June 2010 - December 2010
Sallie Mae  July 2009 - June 2010
Fidelity Financial Corporation   May 2008 - 2010
University of Pennsylvania  September 2006 - May 2009
TD Ameritrade  July 2007 - August 2008

Skills
Strategy, Analysis, Project Management, Business Analysis, Financial Modeling, Business Strategy, Financial Analysis, Strategic Planning, Process Improvement, Training, Business Development, Risk Management, Financial Services, Budgeting, Administration, Credit, M&A due diligence, Data Analysis, Valuation, Banking, Mergers, Microsoft Excel, PowerPoint, Capital Raising, M&A analysis, Private Equity, Buy-side, DCF, Series 63, Kaizen, Investment Valuation, Agile Methodologies, BPMN, Change Management, Process Optimization, Management Consulting, Healthcare, Analytics, Predictive Analytics, Business Intelligence

Education
University of Pennsylvania - The Wharton School   2005 — 2009
Bachelor of Science, Economics: Strategic and Operational Management

Creighton University   2014 — 2017
Master's Degree, Business Intelligence and Analytics

University of Pennsylvania - The Wharton School   2005 — 2009
BS, Strategic and Operational Management

Matt Plooster Matt Plooster Lincoln, Nebraska Details
Matt Plooster's Bridgepoint Merchant Banking Experience 2010 - Present
Job Managing Principal at Bridgepoint Merchant Banking ♦ Investment Banker ♦ M&A ♦ Capital Raising ♦ Board Director
Industry Investment Banking
Experience
Bridgepoint Merchant Banking   2010 - Present
Bridgepoint Investment Partners I, LLLP   2010 - Present
Morgan Stanley  2009 - 2009
Deutsche Bank  2004 - 2009

Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Venture Capital, Capital Raising, LBO, Investments, Valuation, Securities, Financial Modeling, Capital Markets, Capital, Financial Advisory, Corporate Development, Alternative Investments, M&A experience, Banking, Financial Structuring, Series 7, Equities, Structured Finance, Fixed Income, Emerging Markets, IPO

Education
Columbia University - Columbia Business School
Alumni, Finance

University of Chicago
BA, Economics, Mathematics with Honors

University of Nebraska-Lincoln
Finance

Elkhorn Mt. Michael

Adam Claypool Adam Claypool Des Moines, Iowa Details
Adam Claypool's Bridgepoint Merchant Banking Experience 2012 - Present
Job Board room experienced investment banker and venture investor
Industry Investment Banking
Experience
Bridgepoint Merchant Banking   2012 - Present
Bridgepoint Investment Partners I, LLLP   2008 - 2012
DeWaay Investment Banking   2007 - 2012
BDFS Investment Banking   2003 - 2007

Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Venture Capital, Capital Raising, Mergers, Acquisitions, Middle Market, Board of Directors, Board of Director..., Corporate Development, Management Consulting, Series 7, Series 65, Series 79, Series 63, Securities License, Management, Corporate Finance, Investments, Securities, Strategic Planning, Finance, Entrepreneurship

Education
University of Iowa - Henry B. Tippie College of Business   2001 — 2003
Selected Coursework

University of Iowa   1991 — 1994
BA, Political Science, Economics

Kenyon College   1990 — 1991
Political Science, Economics

Roosevelt High School   1986 — 1990

Alex Arnold Alex Arnold Greater Minneapolis-St. Paul Area Details
Alex Arnold's Bridgepoint Merchant Banking Experience January 2014 - April 2015
Job Credit Analyst at Winthrop Resources
Industry Investment Banking
Experience
Winthrop Resources  August 2015 - Present
Bridgepoint Merchant Banking   January 2014 - April 2015
Big Red Investment Club   April 2013 - December 2013
Union Bank & Trust  September 2012 - September 2013

Skills
Financial Analysis, Capital Markets, Banking, Investments, Equity Research, Public Speaking, Presentation Development, Investment Banking, Social Media, Mergers & Acquisitions, Marketing

Education
University of Nebraska-Lincoln   2008 — 2014
Bachelor of Science in Business Administration (B.S.B.A.), Finance

Garrett L. Owen Garrett L. Owen Iowa City, Iowa Area Details
Garrett L. Owen's Bridgepoint Merchant Banking Experience March 2015 - August 2015
Job Student at University of Iowa | Seeking Investment Banking Analyst Internships
Industry Financial Services
Experience
University of Iowa Krause Fund - Henry B. Tippie College of Business   August 2015 - Present
Bridgepoint Merchant Banking   March 2015 - August 2015
Insurance Finance Company, LLC   September 2014 - February 2015
The University of Iowa Health Care  June 2013 - August 2014
The University of Iowa Health Care  January 2013 - June 2014
The University of Iowa Health Care  August 2012 - June 2014
Biotest Pharmaceuticals Corporation  November 2011 - April 2012
Best Buy  November 2008 - August 2011

Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Access, CPR Certified, Healthcare, Customer Service, Finance, Problem Solving, Time Management, Leadership, Teamwork, Social Networking, Research, Public Speaking, Social Media, Investment Banking

Education
University of Iowa - Henry B. Tippie College of Business   2015 — 2017
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, Sophmore

University of Iowa   2010 — 2014
Bachelor of Science (B.S.), Human Physiology - Pre-Medicine; Minor in Psychology, Graduated - May 2014

Wm. Lee Merritt Wm. Lee Merritt Lincoln, Nebraska Area Details
Wm. Lee Merritt's Bridgepoint Merchant Banking Experience September 2015 - Present
Job Managing Principal at Bridgepoint Merchant Banking
Industry Management Consulting
Experience
Bridgepoint Merchant Banking   September 2015 - Present
Business Transition Consulting, LLC   August 2015 - Present
REI-ED Solutions, LLC   August 2015 - Present
Business Planning & Financial Consulting Leaders of Nebraska   July 2015 - Present
First National Bank of Omaha  January 2014 - July 2015
Woods & Aitken LLP  January 1980 - January 2014
Kelly, Wallace, Moore & Merritt, P.C.   1977 - 1979
Touche Ross & Co.   September 1973 - September 1977

Skills
Mergers & Acquisitions, Corporate Law, Banking, Construction Law, Commercial Lending, Acquisitions, Finance, Banking Law, Commercial Banking, Restructuring, Mergers, Business Development, Transactional Law, Corporate Finance, Financial Institutions, Real Estate, Intellectual Property, Estate Planning, Leadership, Antitrust Counseling, Directors' Duties, Treasury Management, Financial Services, Financial Analysis, Risk Management, Management, Credit, General Corporate..., Mergers & Business..., Business Strategy, Business Planning, Global Business Planning, Business Transition..., Global Business Strategy, International Business..., Strategic Planning, Real Estate Transactions, Commercial Real Estate, Real Estate Financing

Education
University of Nebraska College of Law   1971 — 1974
JD, Business and Tax Law, Graduated with Distinction

Univesity of Nebraska College of Business Administration   1967 — 1971
BSBA, Accouting

Blade Jacobson Blade Jacobson Lincoln, Nebraska Details
Blade Jacobson's Bridgepoint Merchant Banking Experience February 2015 - Present
Job Analyst at Bridgepoint Merchant Banking
Industry Banking
Experience
Bridgepoint Merchant Banking   February 2015 - Present
University of Nebraska Surplus Solutions   December 2013 - February 2015
UBS Investment Bank  July 2014 - July 2014
Windway Capital Corporation   May 2014 - July 2014
Vollrath Co. and North Technology Group Enterprise Resource Planning Course   June 2014 - June 2014
University of Nebraska Surplus Solutions   September 2012 - December 2013

Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Financial Analysis, Microsoft Excel, Presentation Development, Time Management, PowerPoint, Effective Communication, Business Writing, Public Speaking, Customer Service, Personal Finance, Market Research, Ebay Sales, Microsoft Word, Microsoft Office, Leadership, Management, Valuation, Finance

Education
University of Nebraska-Lincoln   2012 — 2016
Bachelor's Degree, Economics & Finance (CFA® Track), Cumulative GPA: 3.965/4.000

Thompson Falls High School   2008 — 2012
College Prep Diploma, Rigorous Core, Cumulative GPA: 4.0/4.0

Kyle Kaluza Kyle Kaluza Lincoln, Nebraska Area Details
Kyle Kaluza's Bridgepoint Merchant Banking Experience August 2014 - November 2014
Job Associate Financial Analyst, FDP at ConAgra Foods
Industry Accounting
Experience
ConAgra Foods  January 2015 - Present
Bridgepoint Merchant Banking   August 2014 - November 2014
Koch Industries - Koch Ag & Energy Solutions   May 2014 - August 2014
Enactus  October 2012 - April 2014
Koch Industries - Koch Business Solutions   May 2013 - August 2013
Nebraska Athletic Business Department   January 2012 - May 2012

Education
University of Nebraska-Lincoln   2010 — 2014
Majors: Economics and Finance, Minor: Accounting, 3.89

Alex Lam Alex Lam Lincoln, Nebraska Details
Alex Lam's Bridgepoint Merchant Banking Experience August 2012 - March 2015
Job Associate at Panorama Point Partners, LLC
Industry Investment Banking
Experience
Bridgepoint Merchant Banking   August 2012 - March 2015
NUtech Ventures, Inc.   May 2011 - May 2012
University of Nebraska-Lincoln  August 2010 - May 2012
Invest Nebraska Corporation  July 2011 - September 2011
Alliance Financial Group  July 2009 - August 2009
INTI International University  August 2007 - October 2007

Skills
Excel, SAS, Access, SPSS, Shazam, Maple, Visual Basic, VBA, Microsoft Excel, Market Research, Valuation

Education
University of Nebraska-Lincoln   2010 — 2012
Master of Business Administration

University of Nebraska-Lincoln   2008 — 2010
BS in Business Administration, Economics, Finance, Mathematics

Reece Schueman Reece Schueman Los Angeles, California Details
Reece Schueman's Bridgepoint Merchant Banking Experience May 2012 - November 2013
Job Operations Analyst at Ecosense Lighting
Industry Electrical/Electronic Manufacturing
Experience
Ecosense Lighting  June 2014 - Present
Bridgepoint Merchant Banking   May 2012 - November 2013

Education
University of Nebraska-Lincoln   2009 — 2012
Finance

Abhishek Baral Abhishek Baral Des Moines, Iowa Details
Abhishek Baral's Bridgepoint Merchant Banking Experience August 2015 - Present
Job Mergers and Acquisitions Intern at Bridgepoint Merchant Banking
Industry Financial Services
Experience
Bridgepoint Merchant Banking   August 2015 - Present
Drake University  December 2014 - July 2015
adidas group  June 2014 - July 2014
DuPont  May 2013 - June 2013

Education
Drake University   2012 — 2016
Bachelor’s Degree, Business/Managerial Economics & Data Analytics, Junior

Singapore American School   2008 — 2012
High School Diploma

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