Bulger Partners
Description
Address: 312 Stuart St, Boston, MA 02116 Hours: Closed ⋅ Opens 7:30AM Mon SundayClosedMonday7:30AM–6:30PMTuesday7:30AM–6:30PMWednesday7:30AM–6:30PMThursday7:30AM–6:30PMFriday7:30AM–6:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 674-5500: : Place name: Website: : : : : Category: Website: http://bulgerpartners.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bulger Partners Posting publicly on the Web Write a review Reviews 1 Google review
Bulger Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bulger Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bulger Partners Employees
Employee
Years
Job
Industry
Christie Loughnane Christie Loughnane's Bulger Partners Experience June 2013 - August 2013
Job Associate at PwC
Industry Financial Services
Experience
PwC August 2014 - Present
PwC September 2013 - July 2014
Bulger Partners June 2013 - August 2013
Tulane University January 2013 - May 2013
Burkenroad Reports January 2013 - May 2013
Greystone Management Corporation June 2012 - August 2012
Mars Marketing May 2012 - June 2012
Kenyon & Kenyon LLP May 2009 - August 2011
Lainie's Ice Cream January 2008 - January 2009
Skills
Microsoft Excel, Leadership, Italian languages, Microsoft Office, PowerPoint, Capital IQ, Bloomberg Terminal, Valuation, Accounting, Microsoft Word, Due Diligence, Financial Analysis, Financial Modeling, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Cum Laude
Università degli Studi di Padova 2011 — 2011
Italian, Literature
PwC August 2014 - Present
PwC September 2013 - July 2014
Bulger Partners June 2013 - August 2013
Tulane University January 2013 - May 2013
Burkenroad Reports January 2013 - May 2013
Greystone Management Corporation June 2012 - August 2012
Mars Marketing May 2012 - June 2012
Kenyon & Kenyon LLP May 2009 - August 2011
Lainie's Ice Cream January 2008 - January 2009
Skills
Microsoft Excel, Leadership, Italian languages, Microsoft Office, PowerPoint, Capital IQ, Bloomberg Terminal, Valuation, Accounting, Microsoft Word, Due Diligence, Financial Analysis, Financial Modeling, Research, Finance
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
Bachelor of Science in Management, Finance, Cum Laude
Università degli Studi di Padova 2011 — 2011
Italian, Literature
Kip Denoyer Kip Denoyer's Bulger Partners Experience July 2014 - Present
Job Associate at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners July 2014 - Present
Cambridge Associates June 2013 - August 2013
Skills
Microsoft Office, Research, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Management, Business Analysis, Public Speaking, Statistics, Investment Strategies
Education
Tufts University 2010 — 2014
B.S. Electrical Engineering, Cum Laude
Westminster School 2006 — 2010
Graduated Summa Cum Laude
Bulger Partners July 2014 - Present
Cambridge Associates June 2013 - August 2013
Skills
Microsoft Office, Research, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Data Analysis, Management, Business Analysis, Public Speaking, Statistics, Investment Strategies
Education
Tufts University 2010 — 2014
B.S. Electrical Engineering, Cum Laude
Westminster School 2006 — 2010
Graduated Summa Cum Laude
Robert J. Schwartz PhD's Bulger Partners Experience November 2014 - Present
Job Corporate Development and Strategy Leader
Industry Computer Software
Experience
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Bulger Partners November 2014 - Present
Pegasystems July 2012 - June 2014
Directra September 2011 - October 2013
Acnestis January 2010 - June 2012
Collins Stewart LLC August 2009 - January 2010
Jefferies & Company 2004 - 2008
Thomas Weisel Partners 2000 - 2003
SG Cowen 1996 - 2000
RR Donnelley 1994 - 1996
Monitor Group 1992 - 1994
Skills
Competitive Analysis, Enterprise Software, Valuation, Corporate Development, SaaS, Equity Research, Business Strategy, Financial Modeling, Strategic Partnerships, Due Diligence, Strategic Consulting, Analytics, Identifying New..., Segmentation, Trusted Advisor, Strategic Leadership, Hypothesis Testing, Mergers & Acquisitions, Strategy, Management
Education
Harvard University
PhD, Business Economics
University of Minnesota-Twin Cities
MS, Agricultural and Applied Economics
Claremont McKenna College
BA, Economics
Mike MacKeen's Bulger Partners Experience October 2012 - Present
Job
Industry Venture Capital & Private Equity
Experience
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Bulger Partners October 2012 - Present
Morgan Keegan November 2010 - April 2012
Revolution Partners October 2001 - December 2010
Robertson Stephens August 1997 - May 2001
Bank of Boston January 1994 - August 1997
Ford Motor Company 1989 - 1991
Hyundai Motor America 1986 - 1988
Skills
Recapitalizations, Private Equity, Investment Banking, Private Placements, Venture Capital, Growth Capital, Information Technology, Digital Media, Corporate Finance, Finance, Portfolio Management, Capital, M&A experience, Mergers & Acquisitions, Financial Modeling, Investments, Corporate Development, Due Diligence, Start-ups, Valuation, Management
Education
Georgetown University - The McDonough School of Business 1991 — 1993
MBA, Strategy
Boston College 1982 — 1986
BS, Finance, Marketing
Daniel J. Swimm's Bulger Partners Experience June 2013 - April 2014
Job Associate, Strategy & Analytics at Penn Foster Education
Industry E-Learning
Experience
Penn Foster Education June 2014 - Present
Brook Venture Partners April 2014 - June 2014
Bulger Partners June 2013 - April 2014
Bentley University September 2012 - December 2012
Brook Venture Partners March 2012 - December 2012
Biotechnology Industry Organization March 2009 - April 2009
Skills
Venture Capital, Private Equity, Valuation, Financial Analysis, Due Diligence, Entrepreneurship, Microsoft Excel, Market Research, PowerPoint, Start-ups, LBO, Microsoft Office, Microsoft Word, Finance, Strategy, Investment Banking, Investments, Capital IQ, Business Development
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, Summa Cum Laude
Masconomet Regional High School 2005 — 2009
Penn Foster Education June 2014 - Present
Brook Venture Partners April 2014 - June 2014
Bulger Partners June 2013 - April 2014
Bentley University September 2012 - December 2012
Brook Venture Partners March 2012 - December 2012
Biotechnology Industry Organization March 2009 - April 2009
Skills
Venture Capital, Private Equity, Valuation, Financial Analysis, Due Diligence, Entrepreneurship, Microsoft Excel, Market Research, PowerPoint, Start-ups, LBO, Microsoft Office, Microsoft Word, Finance, Strategy, Investment Banking, Investments, Capital IQ, Business Development
Education
Bentley University 2009 — 2013
Bachelor of Science (BS), Finance, Summa Cum Laude
Masconomet Regional High School 2005 — 2009
Tom Stephens Tom Stephens's Bulger Partners Experience 2010 - 2013
Job SVP Strategy & Business Development at Attivio
Industry Information Technology and Services
Experience
Attivio 2013 - Present
Curator's Eye 2011 - Present
Bulger Partners 2010 - 2013
McKinsey & Company 2007 - 2010
Outcome 2002 - 2006
Archer Technology 1999 - 2002
Skills
Business Strategy, Entrepreneur, Mergers, Technology Strategy..., Entrepreneurship, Management Consulting, Strategic Partnerships, Networking, Mergers & Acquisitions, E-commerce, Cloud Computing, Management, Consulting, Business Development, Analytics, Start-ups, Venture Capital, Corporate Development, Finance, Private Equity, Marketing, Competitive Analysis, Investment Banking, Portfolio Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Entrepreneurial Strategy & Management
Dartmouth College 1997 — 2001
BA, Computer Science, Philosophy
St. Andrew's School 1993 — 1997
Attivio 2013 - Present
Curator's Eye 2011 - Present
Bulger Partners 2010 - 2013
McKinsey & Company 2007 - 2010
Outcome 2002 - 2006
Archer Technology 1999 - 2002
Skills
Business Strategy, Entrepreneur, Mergers, Technology Strategy..., Entrepreneurship, Management Consulting, Strategic Partnerships, Networking, Mergers & Acquisitions, E-commerce, Cloud Computing, Management, Consulting, Business Development, Analytics, Start-ups, Venture Capital, Corporate Development, Finance, Private Equity, Marketing, Competitive Analysis, Investment Banking, Portfolio Management, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA, Entrepreneurial Strategy & Management
Dartmouth College 1997 — 2001
BA, Computer Science, Philosophy
St. Andrew's School 1993 — 1997
Zach Drexler's Bulger Partners Experience July 2014 - Present
Job Senior Associate at Bulger Partners
Industry Financial Services
Experience
Bulger Partners July 2014 - Present
Barclays June 2012 - June 2014
Skills
Financial Analysis, Equities, Investment Banking, Financial Modeling, Valuation
Education
Princeton University 2007 — 2012
Bachelor of Arts (BA), Political Economy
Bulger Partners July 2014 - Present
Barclays June 2012 - June 2014
Skills
Financial Analysis, Equities, Investment Banking, Financial Modeling, Valuation
Education
Princeton University 2007 — 2012
Bachelor of Arts (BA), Political Economy
Marina Camim's Bulger Partners Experience June 2014 - Present
Job Associate at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners June 2014 - Present
Udemy June 2013 - August 2013
Urban Compass February 2013 - June 2013
Rising Minds June 2012 - August 2012
Rotary International August 2008 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Social Media, Public Speaking, Photoshop, Editing, Data Analysis, Salesforce.com, Marketo, WordPress, Google Analytics, Corporate Development, Growth Strategies, Strategic Partnerships, B2B, Lead Generation, Marketing Strategy, Online Marketing, Business Development
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Bulger Partners June 2014 - Present
Udemy June 2013 - August 2013
Urban Compass February 2013 - June 2013
Rising Minds June 2012 - August 2012
Rotary International August 2008 - August 2009
Skills
Research, Microsoft Office, PowerPoint, Social Media, Public Speaking, Photoshop, Editing, Data Analysis, Salesforce.com, Marketo, WordPress, Google Analytics, Corporate Development, Growth Strategies, Strategic Partnerships, B2B, Lead Generation, Marketing Strategy, Online Marketing, Business Development
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Romy Levin's Bulger Partners Experience November 2012 - January 2013
Job Clinical Research Coordinator at Adams Clinical Trials, LLC
Industry Retail
Experience
Adams Clinical Trials, LLC January 2015 - Present
Brafton Inc. July 2013 - January 2015
Blanchard's Liquors August 2012 - July 2013
Bulger Partners November 2012 - January 2013
Agganis Arena at Boston University October 2009 - August 2012
Temple Emanuel Nursery School May 2011 - August 2011
Skills
Market Research, Microsoft Office, Salesforce.com, Customer Service, Final Draft, Social Media Marketing, Access, filemaker, SPSS, SAS programming, Online Databases, Cloud Computing, Online Marketing
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), Psychology, Sociology
Adams Clinical Trials, LLC January 2015 - Present
Brafton Inc. July 2013 - January 2015
Blanchard's Liquors August 2012 - July 2013
Bulger Partners November 2012 - January 2013
Agganis Arena at Boston University October 2009 - August 2012
Temple Emanuel Nursery School May 2011 - August 2011
Skills
Market Research, Microsoft Office, Salesforce.com, Customer Service, Final Draft, Social Media Marketing, Access, filemaker, SPSS, SAS programming, Online Databases, Cloud Computing, Online Marketing
Education
Boston University 2008 — 2012
Bachelor of Arts (BA), Psychology, Sociology
Vanessa Wipfler's Bulger Partners Experience September 2012 - November 2012
Job Events Coordinator/ PR Assistant at Magic Beans
Industry Events Services
Experience
Magic Beans November 2012 - May 2014
Bulger Partners September 2012 - November 2012
Skills
Event Planning, Event Management, Time Management, Customer Service, Public Relations
Education
Boston College 2008 — 2012
BA, Sociology
Magic Beans November 2012 - May 2014
Bulger Partners September 2012 - November 2012
Skills
Event Planning, Event Management, Time Management, Customer Service, Public Relations
Education
Boston College 2008 — 2012
BA, Sociology
Alyssa Caruso Alyssa Caruso's Bulger Partners Experience May 2014 - March 2015
Job Special Events Coordinator
Industry Nonprofit Organization Management
Experience
Boston Children's Hospital March 2015 - Present
Bulger Partners May 2014 - March 2015
Boston Children's Hospital August 2012 - May 2014
Boston Bruins August 2011 - January 2012
Christina's Function Facility May 2008 - August 2011
Skills
Event Planning, Fundraising, Event Management, Social Networking, Nonprofits, Philanthropy, Non-profit Program..., Non-profit..., Public Speaking, Social Media Marketing, Hospitality Management, Food & Beverage, Food Industry, Community Outreach, Press Releases, Raiser's Edge, Microsoft Office
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (B.S.), Hospitality Business; Marketing Minor
Bishop Feehan High School 2004 — 2008
Boston Children's Hospital March 2015 - Present
Bulger Partners May 2014 - March 2015
Boston Children's Hospital August 2012 - May 2014
Boston Bruins August 2011 - January 2012
Christina's Function Facility May 2008 - August 2011
Skills
Event Planning, Fundraising, Event Management, Social Networking, Nonprofits, Philanthropy, Non-profit Program..., Non-profit..., Public Speaking, Social Media Marketing, Hospitality Management, Food & Beverage, Food Industry, Community Outreach, Press Releases, Raiser's Edge, Microsoft Office
Education
Southern New Hampshire University 2008 — 2012
Bachelor of Science (B.S.), Hospitality Business; Marketing Minor
Bishop Feehan High School 2004 — 2008
Kathleen Collins's Bulger Partners Experience June 2014 - Present
Job Associate at Industry Ventures
Industry Financial Services
Experience
Industry Ventures July 2015 - Present
Bulger Partners June 2014 - Present
Bulger Partners January 2013 - June 2014
Lloyds Banking Group June 2012 - August 2012
Team Durham Lacrosse August 2011 - June 2012
Project Sunshine June 2010 - August 2010
Skills
Public Relations, Coaching, PowerPoint, Research, Fundraising, Sports, Entrepreneurship, Market Research, Investments, Lacrosse, Investment Banking, Fitness, Craft Beer, Winning Teams, Sailing, Strategy, Microsoft Office, Social Media, Data Analysis, Microsoft Excel, Financial Modeling, Due Diligence
Education
Durham Business School 2012 — 2012
Master of Arts (M.A.), Business Administration and Management, General, Graduated with Merit Honors
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Geography
Darien High School 2003 — 2007
Industry Ventures July 2015 - Present
Bulger Partners June 2014 - Present
Bulger Partners January 2013 - June 2014
Lloyds Banking Group June 2012 - August 2012
Team Durham Lacrosse August 2011 - June 2012
Project Sunshine June 2010 - August 2010
Skills
Public Relations, Coaching, PowerPoint, Research, Fundraising, Sports, Entrepreneurship, Market Research, Investments, Lacrosse, Investment Banking, Fitness, Craft Beer, Winning Teams, Sailing, Strategy, Microsoft Office, Social Media, Data Analysis, Microsoft Excel, Financial Modeling, Due Diligence
Education
Durham Business School 2012 — 2012
Master of Arts (M.A.), Business Administration and Management, General, Graduated with Merit Honors
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Geography
Darien High School 2003 — 2007
Derick Chui's Bulger Partners Experience April 2012 - June 2013
Job Manager, Statistical Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Independent Consultant July 2013 - October 2014
Bulger Partners April 2012 - June 2013
Morgan Keegan Technology Group July 2011 - April 2012
Harvard Bureau of Study Counsel September 2009 - May 2011
E. J. McKay June 2010 - August 2010
Skills
Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, SAS Programming, SQL, Market Research, Data Analysis, Business Strategy, Valuation, Due Diligence, Capital IQ, Microsoft Office
Education
Harvard University 2007 — 2011
Bachelor of Arts (BA), Economics & East Asian Studies
Korea University
Korean Language and Culture Program
Peddie School 2005 — 2007
Charles Schwab February 2015 - Present
Independent Consultant July 2013 - October 2014
Bulger Partners April 2012 - June 2013
Morgan Keegan Technology Group July 2011 - April 2012
Harvard Bureau of Study Counsel September 2009 - May 2011
E. J. McKay June 2010 - August 2010
Skills
Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, SAS Programming, SQL, Market Research, Data Analysis, Business Strategy, Valuation, Due Diligence, Capital IQ, Microsoft Office
Education
Harvard University 2007 — 2011
Bachelor of Arts (BA), Economics & East Asian Studies
Korea University
Korean Language and Culture Program
Peddie School 2005 — 2007
Bill Kloza's Bulger Partners Experience January 2014 - Present
Job Associate at Bulger Partners
Industry Financial Services
Experience
Bulger Partners January 2014 - Present
Fidelity Investments June 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Boston College May 2011 - June 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Modeling, Valuation, SQL, Analysis, Research, Financial Analysis, SPSS, Spanish, Analytics, Social Media, SAS, Visual Basic, Corporate Finance, VBA, Photoshop
Education
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science, Finance and Information Systems
Lynnfield High School 2006 — 2010
Bulger Partners January 2014 - Present
Fidelity Investments June 2013 - August 2013
Liberty Mutual Insurance June 2012 - August 2012
Boston College May 2011 - June 2012
Liberty Mutual Insurance June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Financial Modeling, Valuation, SQL, Analysis, Research, Financial Analysis, SPSS, Spanish, Analytics, Social Media, SAS, Visual Basic, Corporate Finance, VBA, Photoshop
Education
Boston College - Carroll School of Management 2010 — 2013
Bachelor of Science, Finance and Information Systems
Lynnfield High School 2006 — 2010
Lorne Cooper's Bulger Partners Experience October 2014 - Present
Job Executive Supercharging Technology Businesses
Industry Computer Software
Experience
Bulger Partners October 2014 - Present
Walnut Ventures Llc August 2014 - Present
h2so4 Consulting July 2012 - Present
Massachusetts Institute of Technology September 2006 - Present
Accurev April 2005 - June 2012
Silicon Dimensions January 2004 - December 2005
Progress Software 2001 - 2004
Sequence Design (Sente) 2000 - 2003
Sequence Design 2000 - 2002
Sente Inc. 1994 - 2000
Skills
Product Management, Enterprise Software, Venture Capital, Sales, Business Development, Go-to-market Strategy, Product Marketing, Software Engineering, Software Development, EDA, Demand Generation, Team Building, CEOs, Start-ups, Executive Management, Strategic Partnerships, Leadership, Management, Solution Selling, Configuration Management, Agile Methodologies, Entrepreneurship, Professional Services, Sales Enablement, Corporate Development, AccuRev, Wireless, Integration, System Architecture, Salesforce.com, Angel Investing, Business Planning, Consulting, Strategy, Business Strategy, Executive Coaching
Education
Massachusetts Institute of Technology 1975 — 1980
BS
Bulger Partners October 2014 - Present
Walnut Ventures Llc August 2014 - Present
h2so4 Consulting July 2012 - Present
Massachusetts Institute of Technology September 2006 - Present
Accurev April 2005 - June 2012
Silicon Dimensions January 2004 - December 2005
Progress Software 2001 - 2004
Sequence Design (Sente) 2000 - 2003
Sequence Design 2000 - 2002
Sente Inc. 1994 - 2000
Skills
Product Management, Enterprise Software, Venture Capital, Sales, Business Development, Go-to-market Strategy, Product Marketing, Software Engineering, Software Development, EDA, Demand Generation, Team Building, CEOs, Start-ups, Executive Management, Strategic Partnerships, Leadership, Management, Solution Selling, Configuration Management, Agile Methodologies, Entrepreneurship, Professional Services, Sales Enablement, Corporate Development, AccuRev, Wireless, Integration, System Architecture, Salesforce.com, Angel Investing, Business Planning, Consulting, Strategy, Business Strategy, Executive Coaching
Education
Massachusetts Institute of Technology 1975 — 1980
BS
Rajesh Suddapalli Rajesh Suddapalli's Bulger Partners Experience June 2007 - June 2015
Job Sr. Manager, Corporate Strategy & Development at eBay Enterprise
Industry Internet
Experience
eBay Enterprise August 2015 - Present
Bulger Partners June 2007 - June 2015
The Gillette Company May 2005 - May 2006
Ohio University September 2002 - July 2004
Skills
Investment Banking, Growth Equity Investing, Strategy Consulting, Mergers & Acquisitions, Strategy, Valuation, Due Diligence, Corporate Development, Investments, Finance, Business Strategy, Start-ups, Equities, Financial Modeling, Management, Financial Analysis, Private Equity, Venture Capital, Corporate Finance, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA
Ohio University 2002 — 2004
M.S
eBay Enterprise August 2015 - Present
Bulger Partners June 2007 - June 2015
The Gillette Company May 2005 - May 2006
Ohio University September 2002 - July 2004
Skills
Investment Banking, Growth Equity Investing, Strategy Consulting, Mergers & Acquisitions, Strategy, Valuation, Due Diligence, Corporate Development, Investments, Finance, Business Strategy, Start-ups, Equities, Financial Modeling, Management, Financial Analysis, Private Equity, Venture Capital, Corporate Finance, Business Analysis
Education
Northeastern University - Graduate School of Business Administration 2004 — 2006
MBA
Ohio University 2002 — 2004
M.S
Shweta Bhatt Shweta Bhatt's Bulger Partners Experience June 2013 - August 2013
Job Complex Securities Staff at EY
Industry Financial Services
Experience
EY September 2014 - Present
Bulger Partners June 2013 - August 2013
EnerNOC June 2012 - September 2012
St. Luke's Hospital June 2010 - August 2010
Skills
Social Media, Microsoft Office, Leadership, Event Planning, Spanish, Teaching, Research, Data Analysis, Training, Curriculum Design, Policy, Microsoft Excel, Strategic Planning, Social Media Marketing, Market Research, Product Management, Fundraising, Microsoft Word, Public Speaking, Budgets, PowerPoint, Visual Basic, C++, HTML, Public Relations, Social Networking, Creative Direction, Nonprofits, Proposal Writing
Education
Harvard University 2012 — 2012
Brown University
A.B, Economics
Harvard University
EY September 2014 - Present
Bulger Partners June 2013 - August 2013
EnerNOC June 2012 - September 2012
St. Luke's Hospital June 2010 - August 2010
Skills
Social Media, Microsoft Office, Leadership, Event Planning, Spanish, Teaching, Research, Data Analysis, Training, Curriculum Design, Policy, Microsoft Excel, Strategic Planning, Social Media Marketing, Market Research, Product Management, Fundraising, Microsoft Word, Public Speaking, Budgets, PowerPoint, Visual Basic, C++, HTML, Public Relations, Social Networking, Creative Direction, Nonprofits, Proposal Writing
Education
Harvard University 2012 — 2012
Brown University
A.B, Economics
Harvard University
Wayne Fitzpatrick Wayne Fitzpatrick's Bulger Partners Experience 2007 - Present
Job Principal and CFO at Bulger Partners
Industry Management Consulting
Experience
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Bulger Partners 2007 - Present
First Albany Capital 2005 - 2006
Needham & Company 2002 - 2005
Banc of America Securities 1999 - 2001
NationsBanc Montgomery Securities 1996 - 1999
JP Morgan & Company 1993 - 1994
IBM 1990 - 1993
Skills
Venture Capital, Strategy, Private Equity, Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategic Planning, Due Diligence, Financial Modeling, Finance, Valuation, Start-ups, Equities, Financial Analysis, Investments, Corporate Development, M&A experience, IPO, Private Placements
Education
Duke University - The Fuqua School of Business 1994 — 1996
MBA
Trinity College-Hartford 1984 — 1988
BA
Belmont Hill School 1980 — 1984
Dan Rosen Dan Rosen's Bulger Partners Experience March 2013 - June 2014
Job Summer Research Associate at Coatue Management
Industry Financial Services
Experience
Tuck School of Business at Dartmouth College July 2014 - Present
Coatue Management June 2015 - July 2015
Bulger Partners March 2013 - June 2014
Cambridge Associates February 2012 - March 2013
Capital IQ July 2011 - February 2012
Keystone Strategy April 2011 - May 2011
Professional Hockey Player April 2010 - February 2011
Education
Brown University 2006 — 2010
B.A., Political Science
Tuck School of Business at Dartmouth College July 2014 - Present
Coatue Management June 2015 - July 2015
Bulger Partners March 2013 - June 2014
Cambridge Associates February 2012 - March 2013
Capital IQ July 2011 - February 2012
Keystone Strategy April 2011 - May 2011
Professional Hockey Player April 2010 - February 2011
Education
Brown University 2006 — 2010
B.A., Political Science
Ryan Jacobson's Bulger Partners Experience August 2015 - Present
Job Associate at Bulger Partners
Industry Banking
Experience
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Bulger Partners August 2015 - Present
Brown University September 2011 - May 2015
Morgan Stanley June 2014 - August 2014
BNY Mellon June 2013 - August 2013
Brown University September 2012 - June 2013
College Pro May 2012 - August 2012
Littleton Hockey Association June 2011 - August 2011
Colorado Athletic Club Inverness May 2009 - August 2011
Players Bench Hockey Superstore June 2006 - May 2009
Basic Books Plus Bookkeeping September 2007 - May 2008
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Public Speaking, Research, Social Media, Microsoft Word, Event Planning, Customer Service, Management
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sophomore
Cherry Creek High School 2005 — 2009
Leisha McCaffrey's Bulger Partners Experience April 2015 - Present
Job Executive Assistant at Bulger Partners
Industry Venture Capital & Private Equity
Experience
Bulger Partners April 2015 - Present
Bain Capital December 2012 - April 2015
Joi Salon and Spa Escape August 2011 - December 2012
Dellaria Hair Salon May 2006 - August 2011
Skills
Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Customer Service, Data Entry, Adobe Acrobat, Cisco Technologies, Retail, Management, Outlook, Human Resources, Sales, Expense Reports, Event Planning, Executive..., Executive Calendar..., Travel Management, Hospitality
Education
Suffolk University 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Bulger Partners April 2015 - Present
Bain Capital December 2012 - April 2015
Joi Salon and Spa Escape August 2011 - December 2012
Dellaria Hair Salon May 2006 - August 2011
Skills
Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Publisher, Customer Service, Data Entry, Adobe Acrobat, Cisco Technologies, Retail, Management, Outlook, Human Resources, Sales, Expense Reports, Event Planning, Executive..., Executive Calendar..., Travel Management, Hospitality
Education
Suffolk University 2008 — 2011
Bachelor of Arts (BA), English Language and Literature, General
Gina (Campanella) Schoch's Bulger Partners Experience April 2013 - Present
Job Office Manager/Recruiting Coordinator at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners April 2013 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company September 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company November 2007 - September 2010
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Financial Reporting, Mutual Funds, Corporate Actions, Derivatives, Fixed Income, Securities, Alternative Investments, Bloomberg Terminal, Financial Services, Fund Of Funds, NAV, Finance, Investments
Education
Salve Regina University 2003 — 2007
Bachelor of Arts, Business Management
Bulger Partners April 2013 - Present
International Fund Services (NA) LLC, A State Street Company January 2012 - April 2013
International Fund Services (Ireland) Ltd, A State Street Company September 2010 - January 2012
International Fund Services (Ireland) Ltd, A State Street Company November 2007 - September 2010
Skills
Fund Accounting, Hedge Funds, Fund Administration, Bloomberg, Financial Reporting, Mutual Funds, Corporate Actions, Derivatives, Fixed Income, Securities, Alternative Investments, Bloomberg Terminal, Financial Services, Fund Of Funds, NAV, Finance, Investments
Education
Salve Regina University 2003 — 2007
Bachelor of Arts, Business Management
Jeffrey Vogel's Bulger Partners Experience May 2010 - Present
Job Managing Director at Bulger Partners
Industry Financial Services
Experience
Bulger Partners May 2010 - Present
Brown University 2013 - Present
Brown RISD Hillel June 2014 - Present
Betaspring January 2010 - Present
Nexaweb Technologies May 2003 - Present
AccuRev March 2006 - 2013
Asure Software August 2009 - December 2011
DYNADEC July 2008 - March 2011
BEZ Systems January 2005 - December 2010
Velocity Equity Partners January 2001 - May 2010
Skills
Entrepreneurship, Start-ups, IT Strategy, Technology Management, Strategic Planning, Business Strategy, Venture Financing, Investment Advisory, Corporate Development, Venture Capital, M&A experience, Angel Investing, Private Equity, Strategy, Enterprise Software, Management Consulting, E-commerce, Cloud Computing, Strategic Partnerships, Executive Management, Due Diligence, IPO, Mergers & Acquisitions, Business Development, Business Planning, SaaS, Investments, Management, Integration, Product Management
Education
Brown University 1986 — 1990
A.B.
Bulger Partners May 2010 - Present
Brown University 2013 - Present
Brown RISD Hillel June 2014 - Present
Betaspring January 2010 - Present
Nexaweb Technologies May 2003 - Present
AccuRev March 2006 - 2013
Asure Software August 2009 - December 2011
DYNADEC July 2008 - March 2011
BEZ Systems January 2005 - December 2010
Velocity Equity Partners January 2001 - May 2010
Skills
Entrepreneurship, Start-ups, IT Strategy, Technology Management, Strategic Planning, Business Strategy, Venture Financing, Investment Advisory, Corporate Development, Venture Capital, M&A experience, Angel Investing, Private Equity, Strategy, Enterprise Software, Management Consulting, E-commerce, Cloud Computing, Strategic Partnerships, Executive Management, Due Diligence, IPO, Mergers & Acquisitions, Business Development, Business Planning, SaaS, Investments, Management, Integration, Product Management
Education
Brown University 1986 — 1990
A.B.
Douglas Melsheimer's Bulger Partners Experience January 2013 - Present
Job Partner at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners January 2013 - Present
Harbor View Advisors, LLC September 2008 - December 2012
Vurv Technology, Inc. March 2005 - September 2008
EXIT41, Inc. March 2003 - March 2005
Thomas Weisel Venture Partners February 2001 - September 2002
Thomas Weisel Partners January 1999 - February 2001
NationsBanc Montgomery Securities August 1998 - January 1999
Skills
Private Placements, Mergers, Corporate Development, Investment Banking, Strategic Planning, Business Strategy, SaaS, Strategy Development, Due Diligence, Business Planning, Venture Capital, Strategy, Mergers & Acquisitions, Consulting, Enterprise Software, Strategic Partnerships, Talent Acquisition, Start-ups, Business Development, Corporate Finance, Cloud Computing, Management Consulting, Investments, IPO, Finance, Acquisitions, Capital Raising
Education
Stanford University
B.A.
Bulger Partners January 2013 - Present
Harbor View Advisors, LLC September 2008 - December 2012
Vurv Technology, Inc. March 2005 - September 2008
EXIT41, Inc. March 2003 - March 2005
Thomas Weisel Venture Partners February 2001 - September 2002
Thomas Weisel Partners January 1999 - February 2001
NationsBanc Montgomery Securities August 1998 - January 1999
Skills
Private Placements, Mergers, Corporate Development, Investment Banking, Strategic Planning, Business Strategy, SaaS, Strategy Development, Due Diligence, Business Planning, Venture Capital, Strategy, Mergers & Acquisitions, Consulting, Enterprise Software, Strategic Partnerships, Talent Acquisition, Start-ups, Business Development, Corporate Finance, Cloud Computing, Management Consulting, Investments, IPO, Finance, Acquisitions, Capital Raising
Education
Stanford University
B.A.
Helen S. Wu's Bulger Partners Experience June 2009 - August 2009
Job Senior Valuation Analyst at Ernst & Young LLP
Industry Financial Services
Experience
EY October 2012 - Present
EY September 2010 - October 2012
Bulger Partners June 2009 - August 2009
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Data Analysis, Economics
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing
Boston Latin School
EY October 2012 - Present
EY September 2010 - October 2012
Bulger Partners June 2009 - August 2009
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Data Analysis, Economics
Education
Boston College 2006 — 2010
Bachelor of Science (B.S.), Finance and Marketing
Boston Latin School
Valerie Zhao's Bulger Partners Experience August 2015 - Present
Job Associate at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners August 2015 - Present
Skills
Research, Data Analysis, Microsoft Excel, Health Technology, Biotechnology, Public Speaking, Writing, Social Media, Financial Modeling, Capital IQ, Nonprofits, Fundraising, Volunteer Management, Advocacy, Innovation Management, Leadership, Python, Matlab, Stata, Salesforce.com, Adobe Creative Suite, C, VBA
Education
Dartmouth College 2011 — 2015
AB
Phillips Exeter Academy 2007 — 2011
English Diploma
The Cape Eleuthera Island School 2008 — 2008
Bulger Partners August 2015 - Present
Skills
Research, Data Analysis, Microsoft Excel, Health Technology, Biotechnology, Public Speaking, Writing, Social Media, Financial Modeling, Capital IQ, Nonprofits, Fundraising, Volunteer Management, Advocacy, Innovation Management, Leadership, Python, Matlab, Stata, Salesforce.com, Adobe Creative Suite, C, VBA
Education
Dartmouth College 2011 — 2015
AB
Phillips Exeter Academy 2007 — 2011
English Diploma
The Cape Eleuthera Island School 2008 — 2008
Henry Cheng's Bulger Partners Experience July 2014 - Present
Job Associate at Bulger Partners
Industry Investment Banking
Experience
Bulger Partners July 2014 - Present
Jefferies May 2013 - August 2013
UOB Kay Hian June 2012 - August 2012
LEOX Design Partnership July 2011 - August 2011
Singapore Armed Forces October 2008 - August 2010
Skills
PowerPoint, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Singapore American School 1997 — 2008
Bulger Partners July 2014 - Present
Jefferies May 2013 - August 2013
UOB Kay Hian June 2012 - August 2012
LEOX Design Partnership July 2011 - August 2011
Singapore Armed Forces October 2008 - August 2010
Skills
PowerPoint, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Arts (B.A.), Economics and History
Singapore American School 1997 — 2008