Broadview International
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Broadview International Employees
Dynamic Signal November 2014 - Present
Conversica October 2014 - Present
DocuSign, Inc. June 2010 - May 2014
Western Prospector 2006 - 2009
ZANTAZ 2001 - 2007
E*TRADE Financial 1999 - 2001
BOOZ ALLEN & HAMILTON 1996 - 1999
Broadview International 1992 - 1995
Skills
Mergers, Venture Capital, Go-to-market Strategy, Joint Ventures, Corporate Development, SaaS, Cloud Computing, Business Development, Business Alliances, Strategy, Mergers & Acquisitions, Product Marketing, Enterprise Software, Strategic Partnerships, Start-ups, Business Strategy, Business Planning, New Business Development, Leadership
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
University of Pennsylvania - The Lauder Institute 1995 — 1997
MA, International/Global Studies
University of California, Berkeley 1987 — 1991
BA, Political Science and Government
Ernst and Young November 2011 - Present
Jefferies & Co. January 2004 - October 2011
Broadview International July 1998 - January 2004
Skills
Mergers, Employee Relations, Talent Management, Human Resources, Succession Planning, Recruiting, Talent Acquisition, Performance Management, Deferred Compensation, HRIS, Change Management, Personnel Management, Employee Engagement, Organizational..., Mergers, Strategy
Education
Columbia University
Master's
Hood College
Bachelor's, Psychology
Birchbox October 2013 - Present
Birchbox July 2011 - October 2013
Gilt Groupe August 2009 - July 2011
TheLadders.com March 2007 - April 2009
Reebok International August 2004 - March 2007
Broadview International May 2000 - May 2002
Skills
E-commerce, Analytics, Strategy, Competitive Analysis, Start-ups, Online Advertising, Social Media, Customer Acquisition, Customer Retention, Strategic Partnerships, Web Analytics, Product Management, Digital Marketing, Marketing, Digital Strategy, Product Marketing, Digital Media, Mobile Marketing, Integrated Marketing
Education
Harvard Business School 2002 — 2004
MBA
Swarthmore College 1994 — 1998
BA
Université Paris-Sorbonne 1997 — 1998
Rowland Advisors, LLC June 2013 - Present
New York Mets December 2008 - May 2013
Brooklyn Cyclones / NAT's Kids April 2002 - August 2010
New York Mets January 2008 - December 2008
New York Mets January 2006 - December 2007
New York Mets January 2003 - December 2005
Rowland Associates LLC January 1999 - March 2002
Broadview International 1992 - December 1998
Commtex Inc. January 1991 - December 1991
Centel Corporation July 1987 - August 1988
Skills
Strategic Partnerships, Sports, Private Equity, Strategic Planning, Entrepreneurship, Mergers & Acquisitions, Marketing, Customer Service, Program Management, Fundraising, Public Relations, Business Planning, Management, Marketing Strategy, Social Media, CRM
Education
Kellogg Graduate School of Management 1988 — 1990
Master of Business Administration (MBA)
Duke University 1979 — 1983
BSE, Biomedical Engineering
Georgetown Prep
WalekPeppercomm March 2012 - Present
Prosek Partners August 2007 - March 2012
Walek & Associates September 2003 - August 2007
Orrick Herrington & Sutcliffe September 2002 - August 2003
Broadview International March 1998 - September 2002
Information Builders 1993 - 1998
Ziff Davis Enterprise 1991 - 1993
Freelance Days 1983 - 1990
Skills
Public Relations, Marketing Communications, Investment Banking, Law Firms, Corporate Communications, Media Relations, Crisis Communications, Strategic Communications, Social Media, Press Releases, Internal Communications, Investor Relations, Social Media Marketing, Integrated Marketing, Digital Media, Writing, Marketing, Thought Leadership, Messaging, Content Strategy, Leadership, Strategy, Direct Marketing, Editing, Strategic Planning, Management, Reputation Management, Journalism, Digital Marketing, Message Development, Brand Management
Education
New York University 1979 — 1981
B.S.
Uniondale High School
Picrow Inc June 2015 - Present
BLACK JESUS - TV Series (Triage Entertainment LLC) May 2015 - Present
31 - Feature Film February 2015 - Present
HAND OF GOD - Online Series (Amazon Studios) January 2015 - Present
Mortimer Films & TV February 2004 - Present
ZEROVILLE - Feature Film October 2014 - November 2014
Media Services Production Accounting Inc February 2014 - October 2014
S3D Technologies LLC June 2008 - June 2011
In Vitro Films 2003 - 2004
Broadview International 1999 - 2002
Skills
Financial Management, Financial Reporting, Financial Analysis, Financial Planning, Business Management, Strategy Development, Strategic Planning, Organizational..., Negotiation, Television Production, Film, Feature Films, Team Management, Microsoft Excel, SQL, Database Administration, Database Management, SAP ECC 6.0, SAP FI/CO Configuration, Video Production, Strategic Financial..., Managerial Finance, Database Admin, Management, Budgets, Integrated Marketing, Leadership, Television, Video, SAP ERP, Documentaries, Strategy
Education
Simmons College Graduate School of Management 1998 — 1999
Master Business Administration (MBA), Finance, Distinction
UCLA Extension 2012 — 2013
Accounting Certificate, Accounting
AAA University
SAP FICO
Harvard University 1997 — 1998
Business English Certificate, ESL
Universitat de Barcelona 1989 — 1994
Cultural Anthropology
Mooreland Partners August 2002 - Present
National Audubon Society January 2009 - February 2014
Broadview International August 1995 - June 2002
Skills
Business Development, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Strategy, Management Consulting, Mergers, Venture Capital, Management, Start-ups, Private Equity, Investment Banking, Corporate Development, Strategic Partnerships, Strategic Planning
Education
IMD (International Institute for Management Development) - Business Programs 1990 — 1991
MBA
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Pacme Corporation October 2013 - Present
Bluegate Group June 2005 - October 2013
Caesars Entertainment Corporation December 2001 - February 2005
Twinrock Capital Management June 1999 - December 2001
Broadview International August 1996 - May 1999
Skills
Mergers, Business Strategy, Investments, Gaming, Start-ups, Strategy, Finance, Portfolio Management, Investment Banking, Strategic Planning, Corporate Development, Venture Capital, Private Equity, Executive Management, Entrepreneurship, Due Diligence, Financial Modeling, Competitive Analysis, Strategic Partnerships, Mergers & Acquisitions
Education
Harvard Business School 1994 — 1996
MBA
Oxford University 1986 — 1988
MSc, Biological Anthropology
Princeton University 1982 — 1986
BA, Molecular Biology
Northern Border Investments June 2010 - Present
Manhattan Media October 2009 - July 2010
EnablePay September 2008 - November 2008
Bear Stearns March 1998 - June 2008
Broadview International July 1996 - February 1998
Skills
Financial Modeling, Valuation, Analysis, Strategy, Mergers, Financial Services, Investments, Leadership, Equities, Start-ups, Management, Mergers & Acquisitions, Equity Research
Education
University of Michigan 1992 — 1996
BBA, Finance
Rochester Adams High School 1988 — 1992
Analysis Group, Inc. January 2011 - July 2015
Analysis Group, Inc. January 2006 - December 2010
Analysis Group, Inc. September 2002 - December 2005
RHK, Inc. June 2001 - August 2001
UC Berkeley January 2001 - June 2001
MobileQ, Inc. April 2000 - August 2000
International Finance Corporation August 1998 - April 2000
Broadview International June 1995 - July 1998
Education
Stanford Graduate School of Business Executive Education
Managing Talent for Strategic Advantage
University of California, Berkeley - Walter A. Haas School of Business 2000 — 2002
Master of Business Administration (M.B.A.), Emphasis on Strategy and Global Management, Haas Merit Scholar
Smith College
Bachelor's Degree, Economics (cum laude)
Evercore Partners 2011 - Present
Iron Mountain 2010 - Present
Jefferies & Company 2003 - 2010
Broadview International 1996 - 2003
Broadview International 1987 - 1996
Skills
Mergers, Corporate Development, IPO, Venture Capital, IT Strategy, Strategy, Mergers & Acquisitions, Restructuring, Private Placements, Private Equity, Divestitures, Trading, Financial Services, Entrepreneurship, Investment Banking, Start-ups, M&A experience, Strategic Partnerships, Investment Management, Business Development, Management, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Boston College - Carroll School of Management 1976 — 1980
BS
Circle Home, Inc. (formerly VNA of Greater Lowell) February 2015 - Present
The TJX Companies, Inc. September 2014 - January 2015
Captivate Network May 2008 - December 2013
First Marblehead September 2005 - February 2008
Broadview International June 2003 - September 2005
First Virtual Communications October 2000 - September 2001
Lowell General Hospital 1999 - 2000
Skills
Coordinate Meetings, Expense Reports, Microsoft Office, Outlook, Microsoft Word, PowerPoint, Visio, Microsoft Excel, Executive Calendar..., Travel Arrangements, Handle Confidential..., Customer Service, Vendor Management, Social Media, Management, Access, Program Management, Project Management, Leadership, Budgets, Event Planning, Approval Process, Organizational Charts, Mac
Education
Middlesex Community College 1996 — 1997
Office Specialist Program
Middlesex Community College
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Google October 2012 - Present
Maxim Integrated Products August 2011 - October 2012
Maxim Integrated Products August 2007 - August 2011
Maxim Integrated Products January 2003 - August 2007
Maxim Integrated Products August 2002 - January 2003
Broadview International July 2000 - January 2002
Skills
Project Planning, Supply Chain Management, Inventory Management, Semiconductors, Management, Strategy, Business Process, Cross-functional Team..., Program Management, Supply Chain, Business Analysis, Demand Planning, Leadership, Mergers & Acquisitions, Analysis
Education
Stanford University 1996 — 2000
BS, Industrial Engineering
Adobe Systems December 2007 - Present
Adobe Systems July 2005 - December 2007
Apple Computer June 2004 - August 2004
RealNetworks February 2003 - July 2003
Broadview International May 2000 - May 2002
Gemini Consulting April 1999 - May 2000
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA
University of Tokyo 1994 — 1999
BA, International Relations
Interface Inc. (TILE) January 2013 - Present
KPMG LLP 2011 - 2012
Kodak 2009 - 2011
IBM 2005 - 2009
Fumitonix Solutions 1999 - 2003
Broadview International 1998 - 2003
The Chubb Institute 1997 - 2003
Skills
Management Consulting, PMO, People Management, Technology Strategy..., Business Strategy, Team Building, Process Improvement, New Business Development, Team Management, Developing Client..., Creative Problem Solving, Critical Thinking, Coaching, Change Management, Program Management, Strategic Planning, Professional Services, Problem Solving, IT Strategy, Business Process..., Team Leadership, IT Governance, Business Process, Strategy Development, Process Engineering, PMP, Account Management, Strategy, Management, Business Development, Project Management, Leadership, Project Planning, Business Analysis, Data Center, Risk Management, Start-ups, Governance
Education
University of Virginia Darden School of Business 2003 — 2005
MBA
Stevens Institute of Technology 1993 — 1997
BE
FGCM 1983 — 1989
Self-Employed March 2012 - Present
Isles Yacht Club October 2010 - February 2012
Tigrent Inc. 2009 - 2010
Raymond James Financial 2006 - 2009
Brand-Built International 2002 - 2006
Broadview International 1997 - 2001
PricewaterhouseCoopers 1990 - 1997
Skills
Wealth Management, Valuation, Financial Modeling, M&A experience, Mergers, Equities, Mergers & Acquisitions, Corporate Development, Financial Analysis, Due Diligence, Investments, Management, Venture Capital, Leadership, Corporate Finance, Private Equity, Marketing Communications, Portfolio Management, Business Strategy, Alternative Investments, Online Advertising, Marketing, Business Development, Investment Banking, Social Media Marketing, Marketing Strategy, Entrepreneurship, Product Marketing
Education
Indiana University - Kelley School of Business 1976 — 1978
MBA, Marketing/Finance
Indiana University Bloomington
BA, Journalism and Sociology
YOOX Group July 2014 - Present
YOOX Group September 2012 - June 2014
YOOX Group February 2012 - September 2012
Dolce & Gabbana 2006 - 2012
Diesel February 2003 - December 2005
Theory April 2002 - February 2003
Broadview International July 2000 - June 2001
Skills
Market Analysis, Competitive Analysis, E-commerce, Strategy, Business Strategy, Financial Analysis, Business Development, Marketing Management, Digital Marketing, Start-ups, Retail, Sales, Mergers & Acquisitions, Digital Strategy, Brand Management, Online Marketing, Business Planning, Brand Development, Marketing Strategy
Education
UC Davis 1995 — 2000
BA, Economics
UC Berkeley 1997 — 1999
Finance
Schurr
MedeAnalytics Inc December 2012 - Present
MedeAnalytics Inc August 2012 - December 2012
MedeAnalytics Inc October 2010 - August 2012
MedeAnalytics Inc July 2007 - October 2010
Night Light Consulting June 2006 - June 2007
Avolent, Inc. October 2002 - January 2006
Broadview International 2000 - 2002
Skills
Product Management, SaaS, Analytics, Product Strategy, Cloud Computing, Business Intelligence, Enterprise Software, Scrum, Go-to-market Strategy, Agile Methodologies, Big Data
Education
Brown University 1996 — 2000
BA, Economics
Palo Alto High School 1992 — 1996
BlueRun Ventures March 2008 - Present
Ronald McDonald House at Stanford January 2015 - Present
BrandGarage January 2013 - Present
The Clorox Company August 2005 - March 2008
Kennet Ventures July 2001 - May 2003
The Sharper Image 2003 - 2003
Broadview International July 1999 - June 2001
Skills
Business Development, Marketing, Mergers, Go-to-market Strategy, Marketing Strategy, Entrepreneur, Venture Capital, Entrepreneurship, Mobile Applications, Mergers & Acquisitions, Start-ups, Cross-functional Team..., Mobile Devices, Strategy, Mobile Marketing, CRM
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Management and Strategy; Forte Fellow Scholar
Stanford University
BA, Public Policy
iVinci Health July 2009 - Present
Balihoo March 2006 - July 2009
Capital One April 2003 - February 2006
The Marine Corps Way December 2002 - April 2003
Dynamicsoft August 2001 - December 2002
Broadview International 2001 - 2001
US Marine Corps May 1995 - July 2000
Skills
Business Analysis, Management, Start-ups, Leadership, Analysis, Business Strategy, Entrepreneurship, E-commerce, Analytics, Program Management, Strategic Planning, Telecommunications, SaaS, Salesforce.com, Marketing, Team Building, Systems Engineering, Sales, Business Intelligence, Product Management, Strategy, Product Development, Sales Management, Team Leadership, Integration, Cross-functional Team..., Process Improvement, Agile Project Management, Strategic Partnerships, Defense, Financial Analysis, Agile Methodologies, Marketing Strategy, Military, DoD, Enterprise Software, Competitive Analysis, Product Marketing, Management Consulting, SQL, Business Development, Operational Planning, Data Analysis, New Business Development, Software Development, Project Management
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA, Operations and Information Management
US Naval Academy 1991 — 1995
BS, Ocean Engineering
Close5 August 2015 - Present
eBay Inc March 2015 - August 2015
eBay Inc January 2014 - July 2015
Union Square Advisors January 2011 - January 2014
Green Street Partners January 2005 - December 2010
ThinkEquity LLC January 2004 - December 2005
Greenhill & Co. 2001 - 2003
Lazard June 1997 - June 1999
Broadview International 1996 - 1997
McKinsey & Company 1995 - 1996
Skills
Mergers, Private Equity, Valuation, Corporate Finance, Investment Banking, Venture Capital, Equities, Financial Modeling
Education
Harvard Business School 1999 — 2001
MBA
Stanford University 1991 — 1995
BA
Breck 1985 — 1991
High School
Blake 1983 — 1985
Yorktown Partners LLC April 2015 - Present
Oakcliff Capital June 2004 - Present
Brave Warrior Advisors January 2010 - December 2010
Girls Prep Charter School October 2002 - June 2009
Lazard 1993 - 2004
Broadview International September 1989 - May 1991
Education
Harvard Business School 1991 — 1993
MBA
University of Cambridge 1988 — 1989
M.Phil
Yale University 1984 — 1988
BA
Evraz Inc. NA April 2007 - Present
Fi.Comm, Ltd. June 1998 - May 2006
Broadview International May 1996 - June 1998
Skills
SharePoint, Management, Project Management, Expense Reports, ADP Payroll, Outlook, Benefits Administration, Strategy, Press Releases, SAP, Process Improvement, Microsoft Excel, Travel Planning, Account Reconciliation, Recruiting, Microsoft Office, Investor Relations, Kronos, General Ledger, Internal Controls, Inventory Management, Office Administration, PowerPoint, Finance, Visio, Team Building, Operations Management, Financial Statements, Project Planning, Payroll, Customer Service, Executive Support, Executive..., Continuous Improvement, Travel Management, Budgets, Human Resources, Sarbanes-Oxley Act, Auditing, Event Planning, Financial Analysis, Administrative..., Procurement, Accounts Payable, Lotus Notes, Onboarding, Manufacturing, Mining, Purchasing, Logistics
Education
Star of the Sea 1979 — 1983
College of San Mateo
Mooreland Partners LLC August 2007 - Present
SVB Alliant April 2003 - August 2007
Broadview International January 1992 - January 2003
Broadview 1992 - 2003
Touche Ross & Co. 1986 - 1988
Skills
Restructuring, Private Placements, Mergers, Investment Banking, Venture Capital, Finance, Corporate Finance, Private Equity, Corporate Development, Capital Markets, Leveraged Finance, Divestitures, Strategy, Financial Modeling, IPO, LBO, Entrepreneurship, Mergers & Acquisitions, Cross-border..., Investments, Acquisitions, M&A experience, Emerging Markets, Due Diligence, Valuation, Capital Raising, Start-ups, Acquisition Integration, Growth Capital, Venture Financing, Recapitalizations, Business Valuation, Deal Sourcing, Angel Investing, Investor Relations, Buyouts
Education
Boise State University 1980 — 1983
BBA, Accounting / Finance
John Wiley & Sons 2006 - November 2014
Goldman Sachs March 2003 - July 2004
Broadview International 1999 - 2003
Skills
Content Development, Microsoft Office, Publishing, Content Management, Customer Service, Proofreading, Content Strategy, Publications, Management, Editorial, Ebooks
Education
Montclair State University
The Climate Corporation September 2006 - Present
MetroMile May 2011 - Present
Google March 2004 - September 2006
Concert Capital Partners July 2003 - March 2004
Broadview International June 2001 - June 2003
Education
University of California, Berkeley 1997 — 2001
BA
HCA 2013 - Present
Clear Diligence LLC 2010 - 2013
Council Ventures 2001 - 2003
Helios Health 1996 - 2001
McKinsey & Company 1995 - 1996
Broadview International 1990 - 1993
Skills
Mergers, Due Diligence, Start-ups, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Equities, Entrepreneurship, Strategic Planning, Strategic Partnerships, Business Strategy, Financial Modeling, Venture Capital, Contract Negotiation, Competitive Analysis, Strategy, Executive Management, Investments, Management Consulting, Corporate Finance, Business Planning, Business Development
Education
Harvard Business School 1993 — 1995
MBA
University of Pennsylvania - The Wharton School 1986 — 1989
BS, Marketing, Management
Accel Partners July 2008 - Present
Sequoia Capital October 1998 - June 2008
Broadview International 1994 - 1998
Oracle Corp. 1988 - 1992
Skills
Start-ups, Mergers & Acquisitions, Venture Capital, Digital Media, Investments, Growth Capital, Online Advertising, Entrepreneurship, Angel Investing, Corporate Development, Strategic Partnerships, Mergers, Private Equity, Strategy, Business Development
Education
Stanford Graduate School of Business 1992 — 1994
MBA
Massachusetts Institute of Technology 1987 — 1988
MSEE
Massachusetts Institute of Technology 1983 — 1987
BSEE
Autodesk February 2011 - January 2012
Autodesk March 2009 - February 2011
Autodesk April 2005 - March 2009
Stonebridge Associates September 2001 - April 2005
Broadview International August 1997 - June 2001
Hewlett-Packard July 1989 - May 1993
Skills
SaaS, Corporate Development, Enterprise Software, Mergers, Go-to-market Strategy, Strategic Partnerships, Business Alliances, Cloud Computing, M&A experience, Business Development, Strategic Alliances
Education
University of California, Berkeley - School of Law 1993 — 1997
JD/MBA
University of California, Berkeley - Walter A. Haas School of Business 1993 — 1997
JD/MBA
Princeton University 1985 — 1989
BSE, Computer Science
KONTOR, Inc. September 2014 - Present
various start-ups January 2006 - Present
eBay Inc February 2013 - August 2014
DesignStory Inc. February 2009 - February 2012
Zazzle August 2006 - January 2009
Microsoft June 2005 - August 2005
TLcom Capital Partners September 2001 - May 2004
Broadview International July 1999 - August 2001
L M Ericsson August 1997 - August 1998
Skills
Business Planning, Entrepreneurship, Fundraising, Mergers, Negotiation, Start-ups, Business Strategy, Marketing Strategy, Venture Capital, E-commerce, Consumer Internet, Product Launch, Product Management, Mergers & Acquisitions, Mobile Devices, CRM, Digital Media, Analytics, User Experience, Strategy, Management, Marketing, Product Development, Program Management, Product Marketing, Strategic Partnerships, SaaS, Angel Investing, Go-to-market Strategy, Competitive Analysis, Leadership, Mentoring
Education
Stanford Graduate School of Business 2004 — 2006
MBA
ESCP Europe 1998 — 1999
Ms
Helsinki School of Economics and Business Administration 1995 — 1999
MSc (Econ)
The Wharton School July 2014 - Present
CampusWorks, Inc. 2011 - Present
NYU Stern School of Business 2010 - Present
Columbia Business School 2007 - 2013
Columbia Business School 2009 - 2011
Broadview International 1993 - 2002
Forecross 1988 - 1991
U.S. Department of State 1984 - 1987
Education
Columbia University in the City of New York 2002 — 2007
PhD
University of Pennsylvania 1991 — 1993
MSE
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Harvard University 1980 — 1984
AB
Bregal Sagemount 2012 - Present
MOBI Wireless Management July 2015 - Present
Accela, Inc. October 2013 - Present
Key Health July 2014 - Present
MicroEdge December 2012 - October 2014
Goldman Sachs 2008 - 2011
JMI Equity August 2003 - May 2006
Broadview International 2001 - 2003
Skills
Private Equity, Venture Capital, Corporate Development, Investment Banking, Valuation, Financial Modeling, Due Diligence, Mergers, LBO, Corporate Finance, Investments, Entrepreneurship
Education
Harvard Business School 2006 — 2008
MBA
Stanford University 1997 — 2001
BS, BA, Music
Iolani
CA Technologies May 2013 - Present
Intuit September 2011 - November 2012
Dell April 2010 - August 2011
Symantec Corporation (formerly VERITAS Software) 2004 - 2010
HIFN, INC 2001 - 2004
Broadview International July 2000 - February 2001
Banc of America Securities June 1998 - September 1998
APM Mangagement Consultants (acquired by CSC) March 1994 - July 1998
Simpson Thacher & Bartlett LLP August 1991 - September 1993
Skills
Due Diligence, Deal Sourcing, Mergers, Cross-functional Team..., Negotiation, Management, Project Planning, Strategic Partnerships, Start-ups, Product Management, Business Development, Go-to-market Strategy, Mergers & Acquisitions, SaaS, Management Consulting, Business Strategy, Corporate Development
Education
Northwestern University - Kellogg School of Management
MBA
Wesleyan University
Bachelor of Arts
Convene Conference Centers June 2015 - Present
Update Legal January 2015 - Present
Vendome Group March 2013 - Present
Conversion Venture Capital January 2013 - Present
Altegrity November 2010 - November 2012
Altegrity June 2009 - November 2010
Dun & Bradstreet, Inc. (D&B Inc.) August 2004 - June 2009
Broadview International August 1998 - July 2001
Skills
Valuation, Mergers, Corporate Development, Business Strategy, Business Development, Negotiation, Financial Modeling, Due Diligence, Private Equity, Acquisition Integration, Strategy, M&A experience, Financial Analysis, Start-ups, Strategic Planning, Competitive Analysis, Strategic Partnerships, Investment Banking, Divestitures, Mergers & Acquisitions, Venture Capital, Capital Markets, Acquisitions, Restructuring, Investments
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Emphasis in Finance
Rutgers University-New Brunswick 1994 — 1998
B.S., Finance
Teaneck High School 1990 — 1994
SkyTouch Technology August 2015 - Present
LexisNexis February 2015 - July 2015
LexisNexis January 2014 - February 2015
LexisNexis July 2012 - January 2014
LexisNexis April 2009 - July 2012
StackSafe, Inc. January 2007 - January 2009
Symantec Corporation November 2005 - January 2007
Symantec Corporation August 2002 - November 2005
Riptech 1999 - 2002
Broadview International 1998 - 1999
Skills
Product Management, SaaS, Strategy, Cross-functional Team..., Go-to-market Strategy, Management, Product Marketing, Leadership, Security, P&L Management, Enterprise Software, Multi-channel Marketing, Competitive Analysis, Strategic Partnerships, Product Launch, Demand Generation, Cloud Computing, Team Leadership, Product Development, Managed Services, Public Relations, Product Lifecycle..., Strategic Planning, Social Media, B2B, Executive Management, Requirements Analysis, Marketing Strategy, Analyst Relations, Pricing, Virtualization, Change Management, Team Building, SDLC, Process Improvement, Mergers & Acquisitions, Market Requirements, Market Launch, Market Insight, Legal Software, Start-ups, Solution Selling
Education
University of Pennsylvania 1993 — 1998
Bachelor of Science
University of Pennsylvania 1993 — 1998
Bachelor of Arts (B.A.)
Technion - Israel Institute of Technology 1995 — 1996
Junior Year Abroad
Woodbury Health Products March 2012 - Present
Cantel Medical Corp. November 2002 - March 2012
Jupiter Media Metrix 1999 - 2002
Broadview International 1996 - 1999
L.E.K. Consulting 1990 - 1994
Education
Harvard Business School 1994 — 1996
MBA, General Management
University of Pennsylvania 1986 — 1990
BA, Mathematics
brian dorsey studios April 1999 - Present
The Princeton Review 2000 - 2002
Guidelet Technologies 1999 - 2000
Prodigy Internet 1997 - 2000
American Express September 1995 - September 1997
Broadview International September 1989 - June 1991
Skills
Commercial Photography, Photography, Event Photography, Portrait Photography, Wedding Photography, Wedding Photojournalism, Wedding Videos, Editorial Photography
Education
New York University 1993 — 1995
Masters
Lehigh University 1983 — 1987
BS
West Essex High School 1979 — 1983
Essex Fells Elementary School 1970 — 1977
K-6
CA Technologies December 2013 - Present
Signal Hill Capital August 2010 - December 2011
Updata Advisors June 2009 - July 2010
Updata Advisors October 2006 - June 2009
Updata Advisors April 2004 - September 2006
Broadview International September 1999 - June 2001
Credit Suisse October 1998 - May 1999
Skills
Investment Banking, M&A experience, Marketing, Private Equity, Sell Side, IPO, Valuation, Private Placements, Strategy, Trading, Mergers & Acquisitions, Due Diligence, Corporate Finance, Equities, Venture Capital, Financial Modeling, Equity Research, Market Analysis, Analysis, Telecommunications, Capital Markets, Mergers, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
London Business School 2009 — 2011
MBA
Baruch College, City University of New York (CUNY) 2003 — 2004
MS
The University of Chicago 1994 — 1998
BA
KPMG US 2015 - Present
Axial 2013 - 2015
InsightSquared 2011 - 2013
Early-stage companies 2011 - 2011
Gerson Lehrman Group 2009 - 2011
Gerson Lehrman Group 2006 - 2008
Gerson Lehrman Group 2004 - 2005
Broadview International 1999 - 2002
Cambridge Associates 1996 - 1999
Skills
Strategic Partnerships, New Business Development, Start-ups, Corporate Development, SaaS, Product Management, Mergers & Acquisitions, Enterprise Software, Negotiation, Business Development, CRM, Product Marketing, Product Development, Entrepreneurship, Business Intelligence, Go-to-market Strategy, Strategy, Leadership, Business Strategy, Analytics, Mergers, Investment Banking, Management, Sales, B2B, Financial Modeling, Salesforce.com, Venture Capital, Competitive Analysis, Marketing, Consulting, Direct Sales
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, General Management
Harvard University 1992 — 1996
BA, History
Middlesex School 1988 — 1992
High School
Business Development Advisors, LLC 1993 - Present
SVB Alliant 2002 - 2004
Broadview International October 1987 - December 1993
Skills
Capital, Venture Capital, Software, Mergers, Start-ups, Mergers & Acquisitions, Business Development, Corporate Development, Private Equity, SaaS, Strategy, Executive Management, Entrepreneurship
Education
Harvard Business School 1984 — 1986
MBA
Harvard University 1976 — 1980
St. John Bosco High School
PIMCO June 2010 - May 2012
Lord Abbett June 2009 - May 2010
Merrill Lynch September 2007 - November 2008
Goldman Sachs 2001 - 2005
Broadview International 2000 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance, Marketing
University of Pennsylvania 1996 — 2000
BS, Systems Engineering
Jefferies Finance LLC December 2006 - Present
Jefferies & Company, Inc. 2003 - 2006
Broadview International October 2000 - December 2003
American Express TBS 1997 - 2000
Prager & Fenton 1993 - 1997
Star Pontiac Isuzu 1989 - 1993
Skills
Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Valuation, Equities, Alternative Investments, Bloomberg, Derivatives, IPO, Securities, Fixed Income, Finance, Management
Education
City University of New York 1988 — 1992
BS, Accounting
Poly Prep 1975 — 1984
Accounting and Finance
Northern Star Capital Holdings - Pan Reliance Capital Advisors January 2000 - Present
Broadview International 1998 - 1999
Bain & Company 1993 - 1996
Skills
Alternative Investments, Hedge Funds, Fund Of Funds, Strategy, Asset Management, Equities, Private Equity, Fixed Income, Asset Allocation, Investment Management, Investment Strategies, Investments, Capital Markets, Emerging Markets, Portfolio Management
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance, General
London School of Economics and Political Science, U. of London 1990 — 1993
BS, International Relations
College Calvin 1985 — 1989
High School, Classics and Classical Languages, Literatures, and Linguistics
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Scoggin Capital Management August 2008 - Present
ChinaRock Opportunity Fund January 2012 - Present
ChinaRock Capital Management April 2008 - Present
Hale Capital Management LLC April 2008 - Present
Iron Horse Capital Management, L.P. February 2002 - March 2008
J.L. Advisors, LLC July 1997 - February 2002
Goldman Sachs June 1996 - August 1996
Gabelli Asset Management July 1995 - August 1995
Broadview International July 1993 - July 1995
Bankers Trust April 1992 - June 1993
Skills
Hedge Funds, Investments, Mergers & Acquisitions, Trading, Private Equity, Equities, Corporate Development, Valuation, Start-ups, Asset Managment, Investment Banking, Financial Modeling, Investment Management, Venture Capital, Alternative Investments, Portfolio Management, Mergers, Corporate Finance, Angel Investing
Education
Harvard Business School 1995 — 1997
MBA, Finance
Bucknell University 1988 — 1992
B.A., Economics
The Wheatley School 1984 — 1988
Cohen & Steers 2003 - 2006
Broadview International 2001 - 2001
Harrison & Star 1996 - 2001
Skills
Teaching, Social Media, Public Speaking, Performing Arts, Marketing, Graphic Design
Education
Georgia College and State University 2007 — 2008
Psychology
The University of Texas at Austin 1992 — 1995
MM, Vocal Performance
Texas State University 1983 — 1987
BM, Music Education
University of Missouri-Kansas City 1981 — 1983
Music
ESPN January 2007 - Present
ESPN December 2003 - January 2006
Broadview International July 2001 - December 2003
Merrill Lynch January 2000 - May 2000
Excite.com June 1999 - August 1999
Education
Cornell University
The Bravitas Group October 2008 - Present
Steve Garrigan's Body Elite, LLC 2007 - Present
Chrystyna Garrigan February 2001 - October 2008
Broadview International January 2000 - February 2001
Second Line Search Inc. May 1995 - May 1999
Hot Shots Cool Cuts (Division of Second Line Search) May 1992 - May 1995
Skills
Copywriting, Social Media, Social Media Marketing, Broadcast, Marketing, Online Advertising, Digital Media, Social Networking, New Media
Education
New York University 1983 — 1987
Bachelor of Fine Arts (BFA), Film / TV
Tiedemann Investment/Wealth Management November 2012 - Present
FRM November 2002 - November 2012
FRM Americas November 2002 - November 2012
Broadview International June 1996 - May 2002
IDOM, Inc March 1995 - June 1996
McDonnel Douglas February 1991 - March 1995
Skills
Investment Banking, Disaster Recovery, Trading Systems, Fixed Income, Project Management, Portfolio Management, Asset Managment, Mergers, Change Management, Equities, Vendor Management, Derivatives, Project Planning, Hedge Funds, Leadership, Asset Management
Education
Global Knowledge 2006 — 2006
CCNA, Networking
Union County College 1987 — 1989
AAS, Computer Science
TriSpan Partners 2006 - Present
WR Hambrecht + Co January 2004 - March 2006
SoundView Technology Group March 1997 - December 2003
Broadview International October 1994 - December 1996
Venture Economics August 1988 - July 1992
Skills
M&A experience, Fundraising, IPO, Emerging Growth..., Private Placements, Equities, Mergers, Corporate Development, Venture Capital, Equity Research, Private Equity, Investment Banking, Valuation, Capital Markets, Hedge Funds, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 1992 — 1994
MBA, Finance
Brown University 1984 — 1988
A.B., Economics & American History
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
Thomson Reuters September 2014 - Present
Thomson Reuters October 2012 - August 2014
Thomson Reuters 2005 - September 2012
Bresnan Communications 2003 - 2005
Broadview International 2000 - 2002
Skills
Mergers, Negotiation, Financial Modeling, Financial Operations, Corporate Finance, Corporate Development, Financial Analysis, Venture Capital, Business Strategy, Investment Banking, Valuation, Strategic Planning, Due Diligence, Acquisition Integration, Finance, Private Equity, Competitive Analysis, Capital Markets, Equities, Business Development, Mergers & Acquisitions, Strategy, Investor Relations, Strategic Financial...
Education
Cornell University 1996 — 2000
Bachelor's degree, Applied Economics
Hotel & Restaurant Foundation 2012 - Present
California Hotel & Lodging Association 2011 - Present
Concept Hotels June 2004 - Present
Broadview International 1997 - 1999
Skills
Strategic Planning, Hospitality, Resorts, Revenue Analysis, Start-ups, Hotels, Team Building, Strategy, Event Management, Hotel Management, Management, Marketing, Event Planning, Hospitality Management, Financial Modeling, Venture Capital, Hospitality Industry, Social Media Marketing, Leadership, Business Strategy, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 2002 — 2004
Masters, Business Administration
University of California, Berkeley 1992 — 1996
Menlo School
Jefferies & Company 2003 - Present
Broadview International October 1998 - November 2003
Education
Immaculate Heart Academy 1984 — 1987
HS, College Prep
Roger Williams University
BMW of North America, LLC September 2010 - Present
BMW Financial Services April 2009 - September 2010
BMW Financial Services June 2004 - April 2009
Safavieh November 2001 - June 2004
Broadview International June 2000 - November 2001
Specialists Marketing Services August 1999 - June 2000
Health Care Communications September 1997 - August 1999
The Edelman Group 1997 - 1997
Skills
Content Strategy, Direct Marketing, Segmentation, Advertising, Graphic Design, POS, Media Placement, Brand Management, Digital Marketing, Marketing Management, Integrated Marketing, Online Advertising, Competitive Analysis, CRM, E-commerce, Creative Direction, Marketing, Marketing Research, Email Marketing, Management, Strategic Planning, Marketing Communications, Marketing Strategy, Social Media Marketing, Leadership, Account Management
Education
Moravian College 1993 — 1997
Bachelor of Arts, Graphic Design and Advertising
Sony Corporation of America October 2002 - Present
Broadview International August 1991 - November 2002
Information Science Inc. July 1989 - August 1991
Treadway Inns Corporation/Treadway Hotel October 1985 - July 1989
Skills
Customer Service, Process Improvement, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, SAP, Accounting, Archer, Hospitality, Hotels, Marketing, Recruiting, Training
Education
Fairleigh Dickinson University 1981 — 1985
Bachelor of Science (B.S.), Marketing
Jefferies & Company December 2003 - Present
Broadview International July 1997 - December 2003
American Stock Exchange March 1994 - July 1997
Skills
Business Analysis, Financial Analysis, IT Strategy, Project Management, Vendor Management, Mergers, SDLC, Disaster Recovery, Market Data, Investment Banking, Financial Services, Cloud Computing, Infrastructure, Finance, Asset Managment, Portfolio Management, Risk Management
Education
Stevens Institute of Technology 2007 — 2009
Master of Science (MS), Management Information Systems, General
Adams Street Partners 2008 - Present
McAfee 2007 - 2008
Partech International 2000 - 2007
Portal Software 1997 - 2000
Broadview International 1996 - 1997
Portal Software 1994 - 1996
Brobeck, Phleger & Harrison 1993 - 1994
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Investments
Education
Harvard Law School 1992 — 1993
JD
University of California, Berkeley - School of Law 1990 — 1992
JD
University of California, Los Angeles 1985 — 1989
BA
Menlo-Atherton High 1981 — 1985
Google October 2014 - Present
Google September 2013 - Present
Henley-Putnam University 2008 - August 2013
Naval Postgraduate School 2005 - 2007
Center for Nonproliferation Studies 2003 - 2004
Trinity University 2002 - 2003
Broadview International 2000 - 2001
Skills
International Relations, Qualitative Research, Marketing Communications, Project Management, Market Research, Statistical Reporting, Policy Analysis, Educational Technology, SEO, SEO copywriting, Web Project Management, Web Content, Online Advertising, Microsoft Office, Strategic Planning, Strategy, Weapons of Mass..., Military, Security, Analysis, Public Relations, Online Marketing, Program Management, Intelligence, Government, Crisis Management, Emergency Management, Defense, Higher Education, Management, Research, Policy, Analytics, Press Releases, Politics, Foreign Affairs, Leadership, DoD, Political Science
Education
Princeton University 1996 — 2000
Bachelor of Arts, Politics
Middlebury Institute of International Studies at Monterey 2003 — 2005
Masters, International Policy Studies - International Security
Northwestern University 2008 — 2009
PhD coursework, Political Science
SunTrust Robinson Humphrey June 2013 - Present
Sagent Advisors April 2009 - June 2013
Wachovia Securities March 2002 - April 2009
Broadview International June 2000 - May 2002
Dean and Company July 1995 - August 1998
Skills
Mergers, Strategic Advisory, Corporate Finance, Debt, Leveraged Finance, M&A experience, Investment Banking, Mergers & Acquisitions, Strategy, Business Strategy, Valuation, Enterprise Software, Venture Capital, Start-ups, Financial Analysis, SaaS, Corporate Development, Equities, Private Equity, Due Diligence, Financial Modeling, Management Consulting, Strategic Partnerships, Data Center, Executive Management, Leadership, Capital Markets, Investments, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1998 — 2000
MBA
Carnegie Mellon University 1991 — 1995
BS
Reily Communications Consulting, Inc. 1998 - Present
Dantel Corporation 1998 - Present
Intervoice, Inc. 2001 - 2007
Vertel 1998 - 2004
Efficient Networks 2000 - 2002
Broadview International 1997 - 1998
ADC Telecommunications 1982 - 1997
IBM 1972 - 1981
Skills
Start-ups, Telecommunications, Mergers & Acquisitions, Broadband, Software Development, Embedded Systems, Product Management, Cross-functional Team..., Unix, Mobile Devices, IP, VoIP, Wireless, Program Management, Product Marketing, Strategic Planning, Management, Strategic Partnerships, Go-to-market Strategy
Education
The University of Texas at Austin 1968 — 1972
BS / MS, Electrical Engineering
Jefferies & Company 2004 - Present
Broadview International 1999 - 2003
Skills
Venture Capital, Investment Banking, LBO, Private Placements, Corporate Development
Education
University of Pennsylvania 1995 — 1999
BA, Economics
Broadview Networks March 2012 - Present
Broadview International September 2002 - Present
Skills
MPLS, Cloud Computing, Product Management, VoIP, Wireless, Marketing Communications, Telecommunications, Direct Sales, Data Center, Project Management, Digital Marketing, Marketing Strategy, Co-location, Managed Services, Unified Communications, Telephony, CRM, SaaS, Management, Sales, Solution Selling, Strategic Partnerships, IP, Account Management, Call Centers, Salesforce.com, Security, Networking, Cisco Technologies, Ethernet, Sales Management, Leadership, SIP Trunking
Education
Baruch College 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Information Technology
Jefferies & Company 2003 - Present
Jefferies & Company 2003 - Present
Broadview International August 1988 - December 2003
Morgan Stanley August 1984 - August 1986
Skills
Venture Capital, Strategic Partnerships, Private Equity, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Due Diligence, Business Strategy, Management, Asset Management
Education
Harvard Business School 1986 — 1988
Master of Business Administration (MBA)
Yale University 1980 — 1984
Bachelor of Arts (B.A.), History and Economics