Brookwood Associates
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Brookwood Associates Employees
Employee
Years
Job
Industry
Genevieve Lydstone Genevieve Lydstone's Brookwood Associates Experience 2004 - 2007
Job Senior Director, Marketing at Apartment List
Industry Investment Management
Experience
Apartment List November 2013 - Present
Klout February 2013 - November 2013
Goldman Sachs 2009 - January 2013
Goldman Sachs June 2008 - August 2008
Brookwood Associates 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Delta Airlines 2001 - 2003
Skills
Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Private Equity, Valuation
Education
Georgia Institute of Technology
BS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Apartment List November 2013 - Present
Klout February 2013 - November 2013
Goldman Sachs 2009 - January 2013
Goldman Sachs June 2008 - August 2008
Brookwood Associates 2004 - 2007
Credit Suisse First Boston 2003 - 2004
Delta Airlines 2001 - 2003
Skills
Financial Modeling, Corporate Development, Due Diligence, Venture Capital, Private Equity, Valuation
Education
Georgia Institute of Technology
BS
Massachusetts Institute of Technology - Sloan School of Management
MBA
Brandon Mayfield Brandon Mayfield's Brookwood Associates Experience June 2013 - July 2013
Job MoreheadCain Scholar at the University of North Carolina at Chapel Hill
Industry Market Research
Experience
Huron Consulting Group September 2014 - Present
Brookwood Associates June 2013 - July 2013
Wasserman Media Group June 2012 - August 2012
Skills
Microsoft Excel, Spanish, PowerPoint, Data Analysis, Microsoft Office, Research, Public Speaking, Recruiting
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS, Business Administration
Huron Consulting Group September 2014 - Present
Brookwood Associates June 2013 - July 2013
Wasserman Media Group June 2012 - August 2012
Skills
Microsoft Excel, Spanish, PowerPoint, Data Analysis, Microsoft Office, Research, Public Speaking, Recruiting
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS, Business Administration
Trent Corbin Trent Corbin's Brookwood Associates Experience October 2010 - April 2011
Job Experienced Real Estate Broker / Realtor at Keller Williams Realty Charlotte South Park
Industry Real Estate
Experience
Keller Williams Realty - Charlotte South Park August 2015 - Present
Southeast Business Consultants, Inc. March 2013 - Present
Lodestone Real Estate July 2013 - August 2015
Providence Property Management March 2009 - May 2013
Villages of Eastover Glen April 2007 - July 2012
Thompson Construction Group June 2011 - April 2012
GreyCompass Consulting Group May 2011 - July 2011
International Association of Internet Professionals February 2011 - June 2011
Brookwood Associates October 2010 - April 2011
Brookwood Associates September 2008 - October 2010
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Financial Analysis, Investment Banking, Management Consulting, Credit Risk, Business Development, Property Management, Entrepreneurship, Mergers, Accounting, Strategic Planning, Asset Management, Private Equity, Start-ups, Real Estate Transactions, Real Estate Brokerage, Real Estate Investing, Flipping Houses, Investment Properties, Management, Sellers, Leadership, Investments, Real Estate, Sales, Portfolio Management, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 2001 — 2005
BSE, Electrical Engineering
University of New South Wales 2003 — 2003
Study Abroad Program, Engineering and Economics
Keller Williams Realty - Charlotte South Park August 2015 - Present
Southeast Business Consultants, Inc. March 2013 - Present
Lodestone Real Estate July 2013 - August 2015
Providence Property Management March 2009 - May 2013
Villages of Eastover Glen April 2007 - July 2012
Thompson Construction Group June 2011 - April 2012
GreyCompass Consulting Group May 2011 - July 2011
International Association of Internet Professionals February 2011 - June 2011
Brookwood Associates October 2010 - April 2011
Brookwood Associates September 2008 - October 2010
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Financial Analysis, Investment Banking, Management Consulting, Credit Risk, Business Development, Property Management, Entrepreneurship, Mergers, Accounting, Strategic Planning, Asset Management, Private Equity, Start-ups, Real Estate Transactions, Real Estate Brokerage, Real Estate Investing, Flipping Houses, Investment Properties, Management, Sellers, Leadership, Investments, Real Estate, Sales, Portfolio Management, Analysis
Education
Wake Forest University - Babcock Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Duke University 2001 — 2005
BSE, Electrical Engineering
University of New South Wales 2003 — 2003
Study Abroad Program, Engineering and Economics
Arthur Winborne's Brookwood Associates Experience May 2015 - Present
Job Intern at Brookwood Associates
Industry
Experience
Brookwood Associates May 2015 - Present
MotionLink May 2014 - August 2014
Skills
Leadership, Public Speaking
Education
Georgia Institute of Technology 2013 — 2017
Brookwood Associates May 2015 - Present
MotionLink May 2014 - August 2014
Skills
Leadership, Public Speaking
Education
Georgia Institute of Technology 2013 — 2017
James Poole James Poole's Brookwood Associates Experience January 2013 - January 2014
Job Financial Analyst
Industry Financial Services
Experience
Brookwood Associates January 2013 - January 2014
Fennebresque & Co. June 2012 - December 2012
Barclays Weatlh June 2010 - July 2010
Old Chatham Golf Club May 2009 - June 2010
Carolina Panthers 2009 - 2010
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Bloomberg Terminal, Financial Analysis, Capital Markets, Capital IQ, Corporate Development, Bloomberg, Due Diligence, Equity Research, Microsoft Excel, PowerPoint, Equities, Scaffolding, Investments, Microsoft Office, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2012
BSBA, Finance
Brookwood Associates January 2013 - January 2014
Fennebresque & Co. June 2012 - December 2012
Barclays Weatlh June 2010 - July 2010
Old Chatham Golf Club May 2009 - June 2010
Carolina Panthers 2009 - 2010
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Bloomberg Terminal, Financial Analysis, Capital Markets, Capital IQ, Corporate Development, Bloomberg, Due Diligence, Equity Research, Microsoft Excel, PowerPoint, Equities, Scaffolding, Investments, Microsoft Office, Social Media
Education
University of North Carolina at Chapel Hill 2009 — 2012
BSBA, Finance
Daniel Hinton Daniel Hinton's Brookwood Associates Experience June 2014 - August 2015
Job Associate at CRH Healthcare
Industry Financial Services
Experience
CRH Healthcare August 2015 - Present
Brookwood Associates June 2014 - August 2015
CRH Healthcare March 2014 - June 2014
Source Capital May 2013 - August 2013
PricewaterhouseCoopers LLP June 2012 - August 2012
Sterling Asset Management Group May 2010 - August 2010
Culverhouse Investment Management Group September 2009 - May 2010
Education
The University of Alabama School of Law 2010 — 2013
JD
The University of Alabama 2012 — 2013
Masters of Tax Accounting (MTA), Accounting
The University of Alabama 2006 — 2010
BS, Finance, Accounting and Spanish, Cum Laude with Honors
CRH Healthcare August 2015 - Present
Brookwood Associates June 2014 - August 2015
CRH Healthcare March 2014 - June 2014
Source Capital May 2013 - August 2013
PricewaterhouseCoopers LLP June 2012 - August 2012
Sterling Asset Management Group May 2010 - August 2010
Culverhouse Investment Management Group September 2009 - May 2010
Education
The University of Alabama School of Law 2010 — 2013
JD
The University of Alabama 2012 — 2013
Masters of Tax Accounting (MTA), Accounting
The University of Alabama 2006 — 2010
BS, Finance, Accounting and Spanish, Cum Laude with Honors
Jack Zhanyi Wang's Brookwood Associates Experience June 2012 - July 2012
Job Analyst at Eze Software Group
Industry Financial Services
Experience
Eze Software Group September 2014 - Present
Eze Software Group July 2013 - August 2014
Emory University Career Center October 2010 - May 2013
Brookwood Associates June 2012 - July 2012
China Minsheng Banking Corp.ltd December 2011 - January 2012
Child Development Association June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Graphic Design, Financial Analysis, Problem Solving, Microsoft Office, Time Management, Close Attention to..., Troubleshooting, SQL
Education
Emory University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Brookline High School 2005 — 2009
High School
Eze Software Group September 2014 - Present
Eze Software Group July 2013 - August 2014
Emory University Career Center October 2010 - May 2013
Brookwood Associates June 2012 - July 2012
China Minsheng Banking Corp.ltd December 2011 - January 2012
Child Development Association June 2011 - August 2011
Skills
Data Analysis, Microsoft Excel, Financial Modeling, Graphic Design, Financial Analysis, Problem Solving, Microsoft Office, Time Management, Close Attention to..., Troubleshooting, SQL
Education
Emory University 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Brookline High School 2005 — 2009
High School
Burak Basogul Burak Basogul's Brookwood Associates Experience May 2012 - July 2012
Job Investment Team Intern at Morgan Creek Capital Management, LLC
Industry Financial Services
Experience
Morgan Creek Capital Management, LLC September 2014 - December 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Brookwood Associates May 2012 - July 2012
Kare Investment July 2011 - August 2011
Investment Agency of Kosovo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Research, Finance, Economics, Stata, Portfolio Management, Investment Banking, Entrepreneurship, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Management and Society
The Koc School 2005 — 2010
IB Diploma Program, Science&Math
Morgan Creek Capital Management, LLC September 2014 - December 2014
Rockefeller & Co., Inc. June 2013 - August 2013
Brookwood Associates May 2012 - July 2012
Kare Investment July 2011 - August 2011
Investment Agency of Kosovo May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Research, Finance, Economics, Stata, Portfolio Management, Investment Banking, Entrepreneurship, Investments
Education
University of North Carolina at Chapel Hill 2010 — 2014
Bachelor of Arts (B.A.), Economics, Management and Society
The Koc School 2005 — 2010
IB Diploma Program, Science&Math
Turker Bulut's Brookwood Associates Experience June 2014 - August 2014
Job Summer Business Analyst at McKinsey & Company
Industry
Experience
McKinsey & Company June 2015 - August 2015
Brookwood Associates June 2014 - August 2014
Center for Creative Leadership May 2013 - July 2013
Skills
Valuation, Economics, Financial Modeling, Entrepreneurship, Microsoft Excel, Financial Analysis, Stata, Data Analysis, Market Research
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Computer Engineering; Economics
Robert College 2007 — 2012
High School
McKinsey & Company June 2015 - August 2015
Brookwood Associates June 2014 - August 2014
Center for Creative Leadership May 2013 - July 2013
Skills
Valuation, Economics, Financial Modeling, Entrepreneurship, Microsoft Excel, Financial Analysis, Stata, Data Analysis, Market Research
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor’s Degree, Computer Engineering; Economics
Robert College 2007 — 2012
High School
Andrew Tsinikas Andrew Tsinikas's Brookwood Associates Experience July 2010 - August 2010
Job Real Estate Private Equity at ADIA
Industry Commercial Real Estate
Experience
Abu Dhabi Investment Authority (ADIA) June 2015 - Present
BlackRock September 2014 - June 2015
BlackRock November 2013 - August 2014
BlackRock August 2011 - November 2013
Brookwood Associates July 2010 - August 2010
Willamette Management Associates May 2010 - June 2010
Foltz Martin, LLC June 2008 - August 2008
Skills
Capital Markets, Derivatives, Corporate Finance, Investment Banking, Economics, Trading, Due Diligence, Risk Management, Structured Products, Financial Markets, Investment Strategies, Finance, Portfolio Management, Valuation
Education
Duke University 2007 — 2011
BS, Economics
University of Canterbury 2009 — 2009
The Westminster Schools 2003 — 2007
Abu Dhabi Investment Authority (ADIA) June 2015 - Present
BlackRock September 2014 - June 2015
BlackRock November 2013 - August 2014
BlackRock August 2011 - November 2013
Brookwood Associates July 2010 - August 2010
Willamette Management Associates May 2010 - June 2010
Foltz Martin, LLC June 2008 - August 2008
Skills
Capital Markets, Derivatives, Corporate Finance, Investment Banking, Economics, Trading, Due Diligence, Risk Management, Structured Products, Financial Markets, Investment Strategies, Finance, Portfolio Management, Valuation
Education
Duke University 2007 — 2011
BS, Economics
University of Canterbury 2009 — 2009
The Westminster Schools 2003 — 2007
Carl Schlotman IV's Brookwood Associates Experience March 2013 - May 2013
Job Investment Banking Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2014 - Present
Goldman Sachs May 2013 - August 2013
Brookwood Associates March 2013 - May 2013
TPG Sourcing Advisors September 2012 - February 2013
CapitalSouth Partners May 2012 - August 2012
Bank of America Merrill Lynch (The Rutherford Group) January 2012 - May 2012
CAI Insurance Agency Inc January 2008 - July 2011
Skills
Research, Analysis, Accounting, Spanish, Excel, Investments, Microsoft Office, Portfolio Management, Word, PowerPoint, Customer Service, Spreadsheets, Mathematics, Budgeting, Financial Reporting, Public Speaking, Social Media, Problem Solving, Writing, Financial Analysis, Customer Relations, Insurance, Economics, Data Analysis, Team Building, Banking, Fundraising, Asset Management, Risk Management, Statistics, Financial Planning, Team Leadership, Budgets, Capital Markets, Energy, Equities, Leadership, Microsoft Excel, Microsoft Word, Strategic Financial..., Strategic Planning, Team Management
Education
Queens University of Charlotte 2010 — 2014
Business, Finance
St. Xavier High School 2006 — 2010
High School
Wells Fargo Securities June 2014 - Present
Goldman Sachs May 2013 - August 2013
Brookwood Associates March 2013 - May 2013
TPG Sourcing Advisors September 2012 - February 2013
CapitalSouth Partners May 2012 - August 2012
Bank of America Merrill Lynch (The Rutherford Group) January 2012 - May 2012
CAI Insurance Agency Inc January 2008 - July 2011
Skills
Research, Analysis, Accounting, Spanish, Excel, Investments, Microsoft Office, Portfolio Management, Word, PowerPoint, Customer Service, Spreadsheets, Mathematics, Budgeting, Financial Reporting, Public Speaking, Social Media, Problem Solving, Writing, Financial Analysis, Customer Relations, Insurance, Economics, Data Analysis, Team Building, Banking, Fundraising, Asset Management, Risk Management, Statistics, Financial Planning, Team Leadership, Budgets, Capital Markets, Energy, Equities, Leadership, Microsoft Excel, Microsoft Word, Strategic Financial..., Strategic Planning, Team Management
Education
Queens University of Charlotte 2010 — 2014
Business, Finance
St. Xavier High School 2006 — 2010
High School
Matt Whiting Matt Whiting's Brookwood Associates Experience 1997 - 2011
Job Managing Director, Business Development at Rollins, Inc.
Industry Executive Office
Experience
Rollins, Inc. December 2014 - Present
Rollins, Inc. October 2013 - November 2014
TechCXO 2011 - October 2013
Brookwood Associates 1997 - 2011
Taylor Consulting Group 1992 - 1997
Skills
Mergers, Financial Reporting, Financial Modeling, Venture Financing, Bank Financing, Financial Advisory, Strategic Planning, New Business Development, Strategy, Private Equity, Restructuring, Mergers, Finance, Executive Management, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investment Banking, Business Valuation
Education
Emory University
Bachelor of Arts, Economics
Georgia State University
Master of Business Administration, Finance
Rollins, Inc. December 2014 - Present
Rollins, Inc. October 2013 - November 2014
TechCXO 2011 - October 2013
Brookwood Associates 1997 - 2011
Taylor Consulting Group 1992 - 1997
Skills
Mergers, Financial Reporting, Financial Modeling, Venture Financing, Bank Financing, Financial Advisory, Strategic Planning, New Business Development, Strategy, Private Equity, Restructuring, Mergers, Finance, Executive Management, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investment Banking, Business Valuation
Education
Emory University
Bachelor of Arts, Economics
Georgia State University
Master of Business Administration, Finance
Thomas Newbern Jr Thomas Newbern Jr's Brookwood Associates Experience June 2014 - Present
Job Analyst at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates June 2014 - Present
Training The Street June 2013 - June 2014
Davidson College Human Resource Department August 2009 - May 2013
J.P. Morgan June 2012 - August 2012
First Federal Savings and Loan of Valdosta May 2011 - August 2011
First Federal Savings and Loan of Valdosta May 2007 - August 2010
Skills
Economics, Microsoft Office, Data Analysis, Event Planning, Stata, Fund Accounting, Adobe Creative Suite
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Brookwood Associates June 2014 - Present
Training The Street June 2013 - June 2014
Davidson College Human Resource Department August 2009 - May 2013
J.P. Morgan June 2012 - August 2012
First Federal Savings and Loan of Valdosta May 2011 - August 2011
First Federal Savings and Loan of Valdosta May 2007 - August 2010
Skills
Economics, Microsoft Office, Data Analysis, Event Planning, Stata, Fund Accounting, Adobe Creative Suite
Education
Davidson College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Jennifer Rowan's Brookwood Associates Experience July 2008 - June 2011
Job MBA Candidate at Columbia Business School
Industry Retail
Experience
J.Crew November 2011 - July 2014
Brookwood Associates July 2008 - June 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Wake Forest University 2004 — 2008
Bachelors, Finance & Spanish
J.Crew November 2011 - July 2014
Brookwood Associates July 2008 - June 2011
Education
Columbia University - Columbia Business School 2014 — 2016
Wake Forest University 2004 — 2008
Bachelors, Finance & Spanish
Anita Steward Anita Steward's Brookwood Associates Experience March 2011 - July 2011
Job Policy management
Industry Banking
Experience
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Red Hat January 2014 - June 2014
Wells Fargo October 2012 - January 2014
Time Warner Cable July 2011 - July 2012
Brookwood Associates March 2011 - July 2011
Smith Moore Leatherwood LLP 2010 - 2010
Continental Tire North America 2007 - 2010
Volvo Trucks February 2003 - September 2007
Volvo Trucks North America 2000 - 2007
Skills
Excel, PowerPoint, Tymetrix, Event Planning, Government Liason, Leadership Development, Litigation Management, Legal Research, Risk Management, Strategic Planning, Public Speaking, Team Building, Process Improvement, Project Management, Human Resources, Mergers, Employee Benefits, Document Management, Event Management, SharePoint, Project Planning, System Administration, Management, Leadership, Time Management, Litigation Support, Due Diligence, Legal Compliance, Employment Law, Corporate Law, Vendor Management, Business Analysis, MS Project, Budgets, Microsoft Excel, Analysis, Organizational..., Employee Relations, Change Management, Organizational..., Business Process..., Conflict Resolution
Education
Queens University of Charlotte 2011 — 2012
Master's Business Administration (MBA), International Business
High Point University 2004 — 2007
BS, Business Administration
Guilford Technical Community College 1997 — 1999
Associates of Applied Science, Paralegal
Ragsdale HS
Wells Fargo December 2014 - Present
Wells Fargo June 2014 - Present
Red Hat January 2014 - June 2014
Wells Fargo October 2012 - January 2014
Time Warner Cable July 2011 - July 2012
Brookwood Associates March 2011 - July 2011
Smith Moore Leatherwood LLP 2010 - 2010
Continental Tire North America 2007 - 2010
Volvo Trucks February 2003 - September 2007
Volvo Trucks North America 2000 - 2007
Skills
Excel, PowerPoint, Tymetrix, Event Planning, Government Liason, Leadership Development, Litigation Management, Legal Research, Risk Management, Strategic Planning, Public Speaking, Team Building, Process Improvement, Project Management, Human Resources, Mergers, Employee Benefits, Document Management, Event Management, SharePoint, Project Planning, System Administration, Management, Leadership, Time Management, Litigation Support, Due Diligence, Legal Compliance, Employment Law, Corporate Law, Vendor Management, Business Analysis, MS Project, Budgets, Microsoft Excel, Analysis, Organizational..., Employee Relations, Change Management, Organizational..., Business Process..., Conflict Resolution
Education
Queens University of Charlotte 2011 — 2012
Master's Business Administration (MBA), International Business
High Point University 2004 — 2007
BS, Business Administration
Guilford Technical Community College 1997 — 1999
Associates of Applied Science, Paralegal
Ragsdale HS
Jack Marous Jack Marous's Brookwood Associates Experience July 2012 - June 2015
Job Associate at PWP Growth Equity
Industry Venture Capital & Private Equity
Experience
PWP Growth Equity August 2015 - Present
Brookwood Associates July 2012 - June 2015
PNC May 2011 - August 2011
First-Step Microfinance June 2010 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Equities, Due Diligence, LBO, Investments, DCF, Equity Research, Equity Valuation, Mergers, Portfolio Management, Finance, Business Valuation, Leveraged Finance, Mergers & Acquisitions, Credit Risk, Corporate Development, Structured Finance
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Consulting and Venture Management
CFA Program
University of Economics in Prague
Shadyside Academy 2004 — 2008
PWP Growth Equity August 2015 - Present
Brookwood Associates July 2012 - June 2015
PNC May 2011 - August 2011
First-Step Microfinance June 2010 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Financial Analysis, Private Equity, Equities, Due Diligence, LBO, Investments, DCF, Equity Research, Equity Valuation, Mergers, Portfolio Management, Finance, Business Valuation, Leveraged Finance, Mergers & Acquisitions, Credit Risk, Corporate Development, Structured Finance
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Consulting and Venture Management
CFA Program
University of Economics in Prague
Shadyside Academy 2004 — 2008
Robert Winborne Robert Winborne's Brookwood Associates Experience 1989 - Present
Job Managing Director at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates 1989 - Present
Goldman Sachs 1985 - 1988
Kidder Peabody 1980 - 1985
Education
Harvard Business School
University of North Carolina at Chapel Hill
Brookwood Associates 1989 - Present
Goldman Sachs 1985 - 1988
Kidder Peabody 1980 - 1985
Education
Harvard Business School
University of North Carolina at Chapel Hill
Nishant Sachdev Nishant Sachdev's Brookwood Associates Experience May 2014 - Present
Job Investment Banking Analyst at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates May 2014 - Present
Brookwood Associates June 2013 - August 2013
UNC Investment Society - Portfolio Management Team September 2012 - May 2013
Merrill Lynch Wealth Management May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Portfolio Management, Financial Modeling, Business Strategy, Business Analysis, Financial Analysis, Competitive Analysis, Bloomberg Terminal, Valuation, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration, Highest Distinction
Bridgewater-Raritan High School 2006 — 2010
Brookwood Associates May 2014 - Present
Brookwood Associates June 2013 - August 2013
UNC Investment Society - Portfolio Management Team September 2012 - May 2013
Merrill Lynch Wealth Management May 2012 - August 2012
Merrill Lynch Wealth Management May 2011 - August 2011
Skills
Teamwork, Microsoft Excel, Portfolio Management, Financial Modeling, Business Strategy, Business Analysis, Financial Analysis, Competitive Analysis, Bloomberg Terminal, Valuation, Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Science in Business Administration, Highest Distinction
Bridgewater-Raritan High School 2006 — 2010
Pen Agnew Jr. Pen Agnew Jr.'s Brookwood Associates Experience June 2014 - August 2014
Job Investment Banking Analyst at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance June 2015 - Present
Brookwood Associates June 2014 - August 2014
MillerCoors January 2014 - May 2014
White Oak Partners, LLC May 2013 - August 2013
SAIC May 2011 - June 2011
Skills
Research, Financial Analysis, Finance, Marketing Strategy, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2014
BS, Business Administration, Graduated with Distinction
Episcopal High School 2007 — 2011
Deloitte Corporate Finance June 2015 - Present
Brookwood Associates June 2014 - August 2014
MillerCoors January 2014 - May 2014
White Oak Partners, LLC May 2013 - August 2013
SAIC May 2011 - June 2011
Skills
Research, Financial Analysis, Finance, Marketing Strategy, Data Analysis
Education
University of North Carolina at Chapel Hill 2011 — 2014
BS, Business Administration, Graduated with Distinction
Episcopal High School 2007 — 2011
Eric Bukovac Eric Bukovac's Brookwood Associates Experience July 2015 - Present
Job Investment Banking Associate at Brookwood Associates
Industry Financial Services
Experience
Brookwood Associates July 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BS
Fox Chapel Area High School
Brookwood Associates July 2015 - Present
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
BS
Fox Chapel Area High School
David Vogel's Brookwood Associates Experience 2001 - 2006
Job Career Development & Employer Relations at UNC KenanFlagler
Industry Higher Education
Experience
UNC Kenan-Flagler May 2013 - Present
Bank of America August 2011 - April 2013
The IDEAS Center, University of North Carolina Charlotte 2010 - August 2011
Bank of America 2006 - 2009
Brookwood Associates 2001 - 2006
Merrill Lynch 1999 - 2001
First Citizens Bank 1991 - 1997
Skills
Strategy, Mergers, Business Planning, Change Management, Program Management, Private Equity, Investment Banking, Leadership, Entrepreneurship, Competitive Analysis, Management, Financial Modeling, Recruiting, Training, Business Development, Mergers & Acquisitions, Venture Capital, CRM, Banking, Start-ups, Finance, Portfolio Management, Analysis, Marketing Strategy, Sales, Business Intelligence, Consulting, Higher Education..., College Recruiting, University Recruitment, Global Talent..., Global Recruiting, Management Consulting, Credit, Risk Management, Relationship Management, Valuation, Financial Analysis
Education
ESSEC - ESSEC Business School 1999 — 1999
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance / Investment Banking
Providence College 1987 — 1991
BS, Business Administration
Fairfield College Preparatory School 1984 — 1987
High School Diploma
UNC Kenan-Flagler May 2013 - Present
Bank of America August 2011 - April 2013
The IDEAS Center, University of North Carolina Charlotte 2010 - August 2011
Bank of America 2006 - 2009
Brookwood Associates 2001 - 2006
Merrill Lynch 1999 - 2001
First Citizens Bank 1991 - 1997
Skills
Strategy, Mergers, Business Planning, Change Management, Program Management, Private Equity, Investment Banking, Leadership, Entrepreneurship, Competitive Analysis, Management, Financial Modeling, Recruiting, Training, Business Development, Mergers & Acquisitions, Venture Capital, CRM, Banking, Start-ups, Finance, Portfolio Management, Analysis, Marketing Strategy, Sales, Business Intelligence, Consulting, Higher Education..., College Recruiting, University Recruitment, Global Talent..., Global Recruiting, Management Consulting, Credit, Risk Management, Relationship Management, Valuation, Financial Analysis
Education
ESSEC - ESSEC Business School 1999 — 1999
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance / Investment Banking
Providence College 1987 — 1991
BS, Business Administration
Fairfield College Preparatory School 1984 — 1987
High School Diploma
Connor Green's Brookwood Associates Experience June 2013 - August 2013
Job Analyst at Coker Capital Advisors
Industry Investment Banking
Experience
Coker Capital Advisors June 2014 - Present
Brookwood Associates June 2013 - August 2013
CSC Ecommerce, LLC May 2012 - June 2012
Skills
Market Research, PowerPoint, Research, Microsoft Excel, Microsoft Office
Education
Duke University 2010 — 2014
Bachelor of Arts, Political Science
The London School of Economics and Political Science (LSE) 2012 — 2012
Business Valuation and Analysis; International Relations
The Lovett School 2006 — 2010
Coker Capital Advisors June 2014 - Present
Brookwood Associates June 2013 - August 2013
CSC Ecommerce, LLC May 2012 - June 2012
Skills
Market Research, PowerPoint, Research, Microsoft Excel, Microsoft Office
Education
Duke University 2010 — 2014
Bachelor of Arts, Political Science
The London School of Economics and Political Science (LSE) 2012 — 2012
Business Valuation and Analysis; International Relations
The Lovett School 2006 — 2010
Raymond Leong Raymond Leong's Brookwood Associates Experience June 2013 - June 2014
Job Equity Research at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - Present
Brookwood Associates June 2013 - June 2014
Jordan Edmiston Group June 2012 - August 2012
Irongate Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Data Analysis, PowerPoint, Microsoft Office, Bloomberg
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 2005 — 2009
SunTrust Robinson Humphrey June 2014 - Present
Brookwood Associates June 2013 - June 2014
Jordan Edmiston Group June 2012 - August 2012
Irongate Capital Management June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, LBO, Data Analysis, PowerPoint, Microsoft Office, Bloomberg
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Stuyvesant High School 2005 — 2009
Zachary Gilbert's Brookwood Associates Experience June 2013 - July 2013
Job Incoming Summer Analyst at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. April 2015 - Present
College Mentors for Kids, Inc. April 2014 - Present
AmerisourceBergen June 2014 - August 2014
Big Red Shipping and Storage April 2014 - June 2014
Brookwood Associates June 2013 - July 2013
Cypher League Media LLC November 2012 - March 2013
The Pat McCrory Committee January 2012 - November 2012
Berkeley Capital Advisors June 2012 - August 2012
Force Management February 2012 - May 2012
United States Senate June 2010 - August 2010
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Media, Political Campaigns, International Relations, Research, Microsoft Office, Public Relations, PowerPoint, Event Management, Politics, Community Engagement, Political Consulting, Strategic Communications, Community Outreach, Microsoft Word, Spanish, Nonprofits
Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
JPMorgan Chase & Co. April 2015 - Present
College Mentors for Kids, Inc. April 2014 - Present
AmerisourceBergen June 2014 - August 2014
Big Red Shipping and Storage April 2014 - June 2014
Brookwood Associates June 2013 - July 2013
Cypher League Media LLC November 2012 - March 2013
The Pat McCrory Committee January 2012 - November 2012
Berkeley Capital Advisors June 2012 - August 2012
Force Management February 2012 - May 2012
United States Senate June 2010 - August 2010
Skills
Fundraising, Non-profits, Public Speaking, Event Planning, Social Media, Political Campaigns, International Relations, Research, Microsoft Office, Public Relations, PowerPoint, Event Management, Politics, Community Engagement, Political Consulting, Strategic Communications, Community Outreach, Microsoft Word, Spanish, Nonprofits
Education
Cornell University
Bachelor of Science (BS), Industrial and Labor Relations
Dennis Elliott's Brookwood Associates Experience June 2011 - March 2013
Job Director, M&A at Driven Brands, Inc.
Industry Automotive
Experience
Driven Brands, Inc. July 2015 - Present
Maaco Corporation May 2014 - July 2015
Maaco Corporation September 2013 - May 2014
Driven Brands, Inc. March 2013 - September 2013
Brookwood Associates June 2011 - March 2013
Brookwood Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Business Development, Valuation, Finance, Management, Analysis, Marketing Strategy, Negotiation, Marketing, Equities, Sales, Research, Corporate Finance, Private Equity, Investment Banking, Bloomberg, Business Valuation, Capital Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill 2007 — 2011
Driven Brands, Inc. July 2015 - Present
Maaco Corporation May 2014 - July 2015
Maaco Corporation September 2013 - May 2014
Driven Brands, Inc. March 2013 - September 2013
Brookwood Associates June 2011 - March 2013
Brookwood Associates June 2010 - August 2010
Skills
Financial Modeling, Financial Analysis, Strategy, Mergers & Acquisitions, Due Diligence, Business Development, Valuation, Finance, Management, Analysis, Marketing Strategy, Negotiation, Marketing, Equities, Sales, Research, Corporate Finance, Private Equity, Investment Banking, Bloomberg, Business Valuation, Capital Markets, Mergers
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill 2007 — 2011
Annie Galloway Annie Galloway's Brookwood Associates Experience May 2011 - June 2011
Job Managed Care Financial Analyst at Children's Healthcare of Atlanta
Industry Financial Services
Experience
Children's Healthcare of Atlanta September 2014 - Present
MarketSource Inc. March 2014 - September 2014
MarketSource Inc. June 2012 - March 2014
Brookwood Associates May 2011 - June 2011
Sea Island Company May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Financial Reporting, Budgets, Outlook, Data Analysis, Forecasting, Financial Modeling
Education
The University of Georgia 2008 — 2012
B.B.A., Banking and Finance
Holy Innocents' Episcopal School 1999 — 2008
Children's Healthcare of Atlanta September 2014 - Present
MarketSource Inc. March 2014 - September 2014
MarketSource Inc. June 2012 - March 2014
Brookwood Associates May 2011 - June 2011
Sea Island Company May 2010 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Financial Analysis, Financial Reporting, Budgets, Outlook, Data Analysis, Forecasting, Financial Modeling
Education
The University of Georgia 2008 — 2012
B.B.A., Banking and Finance
Holy Innocents' Episcopal School 1999 — 2008
Thomas Van Brunt's Brookwood Associates Experience May 2015 - July 2015
Job Revenue Accountant at Norfolk Southern Corporation
Industry Transportation/Trucking/Railroad
Experience
Norfolk Southern Corporation August 2015 - Present
Brookwood Associates May 2015 - July 2015
Aspen Heights May 2014 - May 2015
Lintech International December 2013 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Financial Analysis, Teamwork, Management, Investments, Real Estate Marketing, SAP ERP, Cash Flow Analysis, SuccessFactors, Oracle SQL Developer, IBM Mainframe, SAP Netweaver, SAP FICO, SAP SD
Education
Georgia Southern University 2011 — 2015
Bachelor's Degree, Finance, Minor, Information Systems
Norfolk Southern Corporation August 2015 - Present
Brookwood Associates May 2015 - July 2015
Aspen Heights May 2014 - May 2015
Lintech International December 2013 - January 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Sales, Financial Analysis, Teamwork, Management, Investments, Real Estate Marketing, SAP ERP, Cash Flow Analysis, SuccessFactors, Oracle SQL Developer, IBM Mainframe, SAP Netweaver, SAP FICO, SAP SD
Education
Georgia Southern University 2011 — 2015
Bachelor's Degree, Finance, Minor, Information Systems
Robert Fink's Brookwood Associates Experience July 2008 - August 2008
Job MBA Candidate at Chicago Booth
Industry Research
Experience
Groupon June 2015 - August 2015
The Home Depot March 2013 - July 2014
The Home Depot July 2012 - March 2013
Bank of America Merrill Lynch July 2010 - June 2012
Raymond James Financial Inc. May 2009 - July 2009
Brookwood Associates July 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration
Groupon June 2015 - August 2015
The Home Depot March 2013 - July 2014
The Home Depot July 2012 - March 2013
Bank of America Merrill Lynch July 2010 - June 2012
Raymond James Financial Inc. May 2009 - July 2009
Brookwood Associates July 2008 - August 2008
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Science (BS), Business Administration
Daniel Forrestal Daniel Forrestal's Brookwood Associates Experience May 2013 - June 2014
Job Finance Major at The University of Georgia
Industry Financial Services
Experience
Eagle Merchant Partners July 2015 - August 2015
Source Capital July 2015 - July 2015
GMT Capital May 2015 - July 2015
Brookwood Associates May 2013 - June 2014
Vector Marketing May 2012 - June 2014
Skills
Marketing, Microsoft Office, Microsoft Word, PowerPoint, Direct Sales, Time Management, Retail, Team Building, Strategic Planning, Social Media, Sales Presentations, Microsoft Excel, Basic Financial Modeling
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
Eagle Merchant Partners July 2015 - August 2015
Source Capital July 2015 - July 2015
GMT Capital May 2015 - July 2015
Brookwood Associates May 2013 - June 2014
Vector Marketing May 2012 - June 2014
Skills
Marketing, Microsoft Office, Microsoft Word, PowerPoint, Direct Sales, Time Management, Retail, Team Building, Strategic Planning, Social Media, Sales Presentations, Microsoft Excel, Basic Financial Modeling
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), Finance, General
William Blair William Blair's Brookwood Associates Experience 2013 - 2015
Job Corporate Strategy / M&A
Industry Mechanical or Industrial Engineering
Experience
EnPro Industries Inc. February 2015 - Present
Brookwood Associates 2013 - 2015
Brookwood Associates 2011 - 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Capital Markets, Valuation, Microsoft Excel, Industry Research, Financial Analysis, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Concentration in Corporate Finance
University of North Carolina at Chapel Hill 2007 — 2011
EnPro Industries Inc. February 2015 - Present
Brookwood Associates 2013 - 2015
Brookwood Associates 2011 - 2013
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Capital Markets, Valuation, Microsoft Excel, Industry Research, Financial Analysis, Strategy
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Concentration in Corporate Finance
University of North Carolina at Chapel Hill 2007 — 2011
David Felts David Felts's Brookwood Associates Experience October 2003 - Present
Job Managing Director at Brookwood Associates: Middlemarket investment banking
Industry Investment Banking
Experience
Brookwood Associates October 2003 - Present
Equity Capital Partners January 1997 - September 2003
Prudential Securities January 1986 - December 1997
Skills
Mergers & Acquisitions, Private Equity, Restructuring, Investment Banking, Strategy, LBO, Finance, Divestitures, Capital, Growth Capital, Corporate Finance, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MM, Management
University of Virginia 1981 — 1986
BS, Commerce
Brookwood Associates October 2003 - Present
Equity Capital Partners January 1997 - September 2003
Prudential Securities January 1986 - December 1997
Skills
Mergers & Acquisitions, Private Equity, Restructuring, Investment Banking, Strategy, LBO, Finance, Divestitures, Capital, Growth Capital, Corporate Finance, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MM, Management
University of Virginia 1981 — 1986
BS, Commerce
Robert Pietrick's Brookwood Associates Experience July 1997 - July 1999
Job Managing Partner at Piechart Partners LLC
Industry Venture Capital & Private Equity
Experience
Piechart Partners LLC November 2009 - Present
National City Capital Markets October 2007 - April 2009
Brown Gibbons Lang & Company May 2001 - August 2007
PNC Capital Markets May 1999 - August 1999
Brookwood Associates July 1997 - July 1999
NationsBanc Capital Markets (predecessor firm to Banc of America Securities) June 1994 - July 1997
Skills
Valuation, Investment Banking, Financial Structuring, Funding, Capital Raising, Middle Market, Capital, Debt, Venture Capital, Private Equity, Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Restructuring, Business Strategy, Due Diligence, Corporate Development, M&A experience, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
B.S., Business-Economics
Singapore American School 1989 — 1990
High School Diploma
St. Ignatius High School, Cleveland 1986 — 1989
High School Diploma
Piechart Partners LLC November 2009 - Present
National City Capital Markets October 2007 - April 2009
Brown Gibbons Lang & Company May 2001 - August 2007
PNC Capital Markets May 1999 - August 1999
Brookwood Associates July 1997 - July 1999
NationsBanc Capital Markets (predecessor firm to Banc of America Securities) June 1994 - July 1997
Skills
Valuation, Investment Banking, Financial Structuring, Funding, Capital Raising, Middle Market, Capital, Debt, Venture Capital, Private Equity, Mergers, Corporate Finance, LBO, Mergers & Acquisitions, Restructuring, Business Strategy, Due Diligence, Corporate Development, M&A experience, Finance
Education
Weatherhead School of Management at Case Western Reserve University 1999 — 2001
MBA, Finance
Miami University 1990 — 1994
B.S., Business-Economics
Singapore American School 1989 — 1990
High School Diploma
St. Ignatius High School, Cleveland 1986 — 1989
High School Diploma
Ruth Incandela's Brookwood Associates Experience June 2013 - June 2015
Job Office Manager/Executive Assistant at Brookwood Associates
Industry Executive Office
Experience
Brookwood Associates June 2013 - June 2015
Tamarix Capital Corporation March 2009 - February 2013
Sandell Asset Management September 2007 - February 2009
FdG Associates July 2000 - September 2007
Tamarix Capital Corp. November 1999 - July 2000
American Horse Shows Association October 1988 - December 1998
Skills
Event Management, Data Entry, Outlook, Management, PowerPoint, Office Management, Microsoft Excel, QuickBooks, Invoicing, Budgets
Education
State University of New York College at Oswego 1983 — 1987
BA, Zoology
Brookwood Associates June 2013 - June 2015
Tamarix Capital Corporation March 2009 - February 2013
Sandell Asset Management September 2007 - February 2009
FdG Associates July 2000 - September 2007
Tamarix Capital Corp. November 1999 - July 2000
American Horse Shows Association October 1988 - December 1998
Skills
Event Management, Data Entry, Outlook, Management, PowerPoint, Office Management, Microsoft Excel, QuickBooks, Invoicing, Budgets
Education
State University of New York College at Oswego 1983 — 1987
BA, Zoology
Matt Ksiazek's Brookwood Associates Experience January 2011 - May 2014
Job Vice President, Transportation & Logistics Investment Banking at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
SunTrust Robinson Humphrey May 2014 - Present
Brookwood Associates January 2011 - May 2014
BMO Capital Markets July 2008 - January 2011
BMO Capital Markets May 2007 - August 2007
P&M Corporate Finance August 2003 - August 2006
Standard & Poor's August 2002 - August 2003
Skills
Investment Banking, Financial Modeling, Banking, Valuation, Management Consulting, Financial Forecasting
Education
Emory University - Goizueta Business School 2006 — 2008
MBA
Miami University 1998 — 2002
BS, Finance and Accounting
Louis Oliver's Brookwood Associates Experience 2006 - July 2009
Job Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
Brookwood Associates 2006 - July 2009
Ernst & Young LLP August 2004 - August 2006
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
Wake Forest University 2003 — 2004
Master of Science, Accountancy
Wake Forest University 1999 — 2003
Bachelor of Science, Analytical Finance
Montgomery Bell Academy 1993 — 1999
SunTrust Robinson Humphrey July 2011 - Present
Brookwood Associates 2006 - July 2009
Ernst & Young LLP August 2004 - August 2006
Education
Emory University - Goizueta Business School 2009 — 2011
MBA, Finance
Wake Forest University 2003 — 2004
Master of Science, Accountancy
Wake Forest University 1999 — 2003
Bachelor of Science, Analytical Finance
Montgomery Bell Academy 1993 — 1999
James Holcombe's Brookwood Associates Experience June 2008 - June 2013
Job Associate Leveraged Finance at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
Brookwood Associates June 2008 - June 2013
Office of Senator Elizabeth Dole May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Mergers, Mezzanine, Investment Banking, Financial Analysis, Due Diligence, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Business Valuation, Leveraged Finance, Bloomberg
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Finance
Bank of America June 2013 - Present
Brookwood Associates June 2008 - June 2013
Office of Senator Elizabeth Dole May 2007 - August 2007
Skills
Valuation, Financial Modeling, Private Equity, Mergers, Mezzanine, Investment Banking, Financial Analysis, Due Diligence, LBO, Equities, Corporate Finance, Mergers & Acquisitions, Business Valuation, Leveraged Finance, Bloomberg
Education
University of North Carolina at Chapel Hill 2004 — 2008
BSBA, Finance
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2008
BSBA, Finance
Kevin Kaeppler's Brookwood Associates Experience 2005 - Present
Job Managing Director at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates 2005 - Present
SBS & Co. July 1999 - March 2005
Arthur Andersen June 1992 - July 1997
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Financial Modeling, LBO, Mezzanine, Buyouts, Financial Analysis, Leveraged Finance, Corporate Development, Valuation, Business Valuation, M&A experience
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Miami University 1989 — 1993
BS, Finance and Accountancy
Brookwood Associates 2005 - Present
SBS & Co. July 1999 - March 2005
Arthur Andersen June 1992 - July 1997
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Financial Modeling, LBO, Mezzanine, Buyouts, Financial Analysis, Leveraged Finance, Corporate Development, Valuation, Business Valuation, M&A experience
Education
University of Virginia Darden School of Business 1997 — 1999
MBA, Finance
Miami University 1989 — 1993
BS, Finance and Accountancy
Carter Brenneman's Brookwood Associates Experience 2013 - Present
Job Associate at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates 2013 - Present
Kenan-Flagler Business School July 2010 - May 2012
The Halifax Group, LLC May 2011 - August 2011
Stock Building Supply 2006 - 2010
Skills
Financial Modeling, Budgets, Financial Analysis, Strategic Planning, Due Diligence, Investments, Valuation, Finance, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Sustainable Enterprise
University of Virginia 1999 — 2003
BA, Economics
Woodberry Forest 1995 — 1999
Brookwood Associates 2013 - Present
Kenan-Flagler Business School July 2010 - May 2012
The Halifax Group, LLC May 2011 - August 2011
Stock Building Supply 2006 - 2010
Skills
Financial Modeling, Budgets, Financial Analysis, Strategic Planning, Due Diligence, Investments, Valuation, Finance, Mergers & Acquisitions, Portfolio Management, Corporate Finance, Private Equity, Bloomberg, Investment Banking, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA, Corporate Finance, Sustainable Enterprise
University of Virginia 1999 — 2003
BA, Economics
Woodberry Forest 1995 — 1999
Louise Macvaugh's Brookwood Associates Experience June 2005 - Present
Job Office Manager at Brookwood Associates
Industry Investment Banking
Experience
Brookwood Associates June 2005 - Present
Wakefield Group 2000 - 2005
Mitsui Nevitt Capital Corporation 1988 - 1992
Bank of America 1981 - 1987
Education
Heald College 1980 — 1981
Secretarial/Administrative, Graduated in top 2% of my class
UCLA 1979 — 1980
CSU Chico 1977 — 1979
Brookwood Associates June 2005 - Present
Wakefield Group 2000 - 2005
Mitsui Nevitt Capital Corporation 1988 - 1992
Bank of America 1981 - 1987
Education
Heald College 1980 — 1981
Secretarial/Administrative, Graduated in top 2% of my class
UCLA 1979 — 1980
CSU Chico 1977 — 1979
Jordan McLean's Brookwood Associates Experience June 2012 - August 2012
Job Investment Banking Analyst at Leerink Partners LLC
Industry Investment Banking
Experience
Leerink Partners LLC March 2015 - Present
Lazard June 2014 - March 2015
Lazard June 2013 - August 2013
Brookwood Associates June 2012 - August 2012
The Lovett School February 2011 - June 2011
Equifax June 2010 - July 2010
Johns Hopkins University Hospital May 2008 - June 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Research, Public Speaking
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Business, Organizations and Society
The Lovett School 2002 — 2009
Graduate
Leerink Partners LLC March 2015 - Present
Lazard June 2014 - March 2015
Lazard June 2013 - August 2013
Brookwood Associates June 2012 - August 2012
The Lovett School February 2011 - June 2011
Equifax June 2010 - July 2010
Johns Hopkins University Hospital May 2008 - June 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Research, Public Speaking
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Business, Organizations and Society
The Lovett School 2002 — 2009
Graduate
John Temple's Brookwood Associates Experience June 2009 - September 2010
Job Senior Associate at The Parthenon Group
Industry Management Consulting
Experience
The Parthenon Group September 2013 - Present
Duke University September 2009 - May 2013
Wells Fargo Securities June 2012 - August 2012
Fuqua School of Business September 2010 - May 2012
Village Enterprise Fund May 2011 - July 2011
Brookwood Associates June 2009 - September 2010
Brown Brothers Harriman May 2010 - July 2010
Skills
Analysis, Statistics, Finance, Research, Microsoft Office, Stata, Economics, PowerPoint, Investment Banking, Qualitative Research, Management Consulting, Management, Marketing, Mergers & Acquisitions, Strategy
Education
Duke University 2009 — 2013
B.S., Economics, Psychology
The Lawrenceville School 2006 — 2009
The Parthenon Group September 2013 - Present
Duke University September 2009 - May 2013
Wells Fargo Securities June 2012 - August 2012
Fuqua School of Business September 2010 - May 2012
Village Enterprise Fund May 2011 - July 2011
Brookwood Associates June 2009 - September 2010
Brown Brothers Harriman May 2010 - July 2010
Skills
Analysis, Statistics, Finance, Research, Microsoft Office, Stata, Economics, PowerPoint, Investment Banking, Qualitative Research, Management Consulting, Management, Marketing, Mergers & Acquisitions, Strategy
Education
Duke University 2009 — 2013
B.S., Economics, Psychology
The Lawrenceville School 2006 — 2009
Ryan Ferraioli's Brookwood Associates Experience June 2012 - May 2013
Job Credit Analyst at BBVA Compass
Industry Banking
Experience
BBVA Compass July 2013 - Present
Brookwood Associates June 2012 - May 2013
MBF Clearing Corp. June 2011 - August 2011
Chris Christie For Governor June 2009 - August 2009
Skills
PowerPoint, Investment Banking, Mergers, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Mergers & Acquisitions, Credit, Capital IQ, Moody's Risk Analyst, Analysis, Investments, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
University of Georgia - Terry College of Business
Master of Business Administration (M.B.A.)
Voorhees High School 2004 — 2008
BBVA Compass July 2013 - Present
Brookwood Associates June 2012 - May 2013
MBF Clearing Corp. June 2011 - August 2011
Chris Christie For Governor June 2009 - August 2009
Skills
PowerPoint, Investment Banking, Mergers, Valuation, Financial Modeling, Private Equity, Financial Analysis, Due Diligence, Mergers & Acquisitions, Credit, Capital IQ, Moody's Risk Analyst, Analysis, Investments, Finance
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics, Political Science
University of Georgia - Terry College of Business
Master of Business Administration (M.B.A.)
Voorhees High School 2004 — 2008
Jay Galloway's Brookwood Associates Experience 1999 - 2005
Job Data Privacy and IP Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JPMorgan Chase 2011 - 2014
McKinsey & Company 2007 - 2011
Brookwood Associates 1999 - 2005
Skills
Data Analysis, Investment Banking, Retail Banking, Analysis, Process Improvement, Risk Management, Financial Analysis, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Princeton University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Hotchkiss
JPMorgan Chase 2014 - Present
JPMorgan Chase 2011 - 2014
McKinsey & Company 2007 - 2011
Brookwood Associates 1999 - 2005
Skills
Data Analysis, Investment Banking, Retail Banking, Analysis, Process Improvement, Risk Management, Financial Analysis, Business Process...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Princeton University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Hotchkiss