Cappello Group, Inc.
Industry: Company
DescriptionSubsidiaries: Cappello Capital Corp., Cappello Group Inc., Asset Management Arm
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Cappello Group, Inc. Employees
Employee
Years
Job
Industry
Shrinidhi Rao Shrinidhi Rao's Cappello Group, Inc. Experience September 2013 - December 2013
Job Associate at The Boston Consulting Group
Industry Financial Services
Experience
The Boston Consulting Group September 2015 - Present
Capital One June 2014 - August 2014
Cappello Group, Inc. September 2013 - December 2013
Ink Fund June 2013 - August 2013
hibu May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Data Analysis, Java, Writing, SAS, Finance
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
William B Travis
William B Travis
William B Travis
The Boston Consulting Group September 2015 - Present
Capital One June 2014 - August 2014
Cappello Group, Inc. September 2013 - December 2013
Ink Fund June 2013 - August 2013
hibu May 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Data Analysis, Java, Writing, SAS, Finance
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Honors and Finance
William B Travis
William B Travis
William B Travis
Vishal Bhat's Cappello Group, Inc. Experience August 2014 - December 2014
Job Hedge Fund Research Analyst at Ancient Art, L.P (IA to Teton Capital Partners)
Industry Financial Services
Experience
Ancient Art, L.P. (IA to Teton Capital Partners) February 2014 - Present
McCombs School of Business November 2013 - Present
Cappello Group, Inc. August 2014 - December 2014
City of Garland June 2013 - August 2014
Chipotle Mexican Grill November 2012 - April 2013
Dallas County June 2012 - August 2012
Skills
Creative Writing, Data Analysis, Microsoft Excel, Banking, Financial Services, Digital Video, Film Production, Video Editing, Java, Creative Direction, Financial Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Business Honors/Finance/Radio-Television-Film
The Chinese University of Hong Kong 2014 — 2014
Operations Management and Supervision
Plano East Senior High 2011 — 2013
International Baccalaureate Diploma, Graduated in top one percent of class
Ancient Art, L.P. (IA to Teton Capital Partners) February 2014 - Present
McCombs School of Business November 2013 - Present
Cappello Group, Inc. August 2014 - December 2014
City of Garland June 2013 - August 2014
Chipotle Mexican Grill November 2012 - April 2013
Dallas County June 2012 - August 2012
Skills
Creative Writing, Data Analysis, Microsoft Excel, Banking, Financial Services, Digital Video, Film Production, Video Editing, Java, Creative Direction, Financial Analysis
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Business Honors/Finance/Radio-Television-Film
The Chinese University of Hong Kong 2014 — 2014
Operations Management and Supervision
Plano East Senior High 2011 — 2013
International Baccalaureate Diploma, Graduated in top one percent of class
Ravi Jagabattuni Ravi Jagabattuni's Cappello Group, Inc. Experience June 2015 - August 2015
Job Student at the University of Michigan
Industry Investment Banking
Experience
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Maize and Blue Fund October 2015 - Present
Cappello Group, Inc. June 2015 - August 2015
Stifel Financial Corp. May 2015 - May 2015
RiverRock Capital January 2015 - May 2015
Kerburn Rose May 2014 - August 2014
Cholla Petroleum Inc. March 2014 - May 2014
Skills
Financial Modeling, Teamwork, Leadership, Microsoft Excel, PowerPoint, Networking, Social Networking, Finance, English, Microsoft Office, Public Speaking, Mergers & Acquisitions, Investment Banking, Financial Analysis, Microsoft Word, DCF, Data Analysis, Fundraising, Public Relations, Due Diligence, Valuation, Analysis, Statistics, Capital IQ, Comparable Analysis, M&A Advisory Services, Financial Projection
Education
University of Michigan 2015 — 2018
Bachelor’s Degree
The University of Texas at Dallas
Bachelor of Science (B.S.), Mathematics, Finance, GPA: 3.9
Josh Forbes's Cappello Group, Inc. Experience June 2014 - August 2014
Job Investment Banking Analyst at Seabury Group
Industry Financial Services
Experience
Seabury Group September 2015 - Present
Cappello Group, Inc. June 2014 - August 2014
Aircrew Taxes, LLC January 2013 - June 2014
Self-Employed October 2011 - May 2012
Georgia Institute of Technology August 2011 - December 2011
McDonald's Corporation March 2010 - July 2011
NYSE Euronext June 2011 - June 2011
Global Payments August 2010 - November 2010
Six Flags March 2009 - July 2010
Skills
Microsoft Office, PowerPoint, Java, Python, Xcode, Microsoft Word, Microsoft Excel, HTML, Data Analysis, Windows
Education
Georgia Institute of Technology 2011 — 2015
BS, Applied Mathematics, Business Option
Kennesaw Mountain High School 2007 — 2011
High School Diploma, 2011
Seabury Group September 2015 - Present
Cappello Group, Inc. June 2014 - August 2014
Aircrew Taxes, LLC January 2013 - June 2014
Self-Employed October 2011 - May 2012
Georgia Institute of Technology August 2011 - December 2011
McDonald's Corporation March 2010 - July 2011
NYSE Euronext June 2011 - June 2011
Global Payments August 2010 - November 2010
Six Flags March 2009 - July 2010
Skills
Microsoft Office, PowerPoint, Java, Python, Xcode, Microsoft Word, Microsoft Excel, HTML, Data Analysis, Windows
Education
Georgia Institute of Technology 2011 — 2015
BS, Applied Mathematics, Business Option
Kennesaw Mountain High School 2007 — 2011
High School Diploma, 2011
Aseem Arab's Cappello Group, Inc. Experience September 2015 - Present
Job Investment Banking Fall Analyst at Cappello Group, Inc.
Industry Financial Services
Experience
Cappello Group, Inc. September 2015 - Present
DAN Fund LLC May 2015 - August 2015
Alexander King Advisors January 2015 - May 2015
Ciena Corp June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Sales, Leadership, Teamwork, Microsoft Excel, Event Planning
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Cappello Group, Inc. September 2015 - Present
DAN Fund LLC May 2015 - August 2015
Alexander King Advisors January 2015 - May 2015
Ciena Corp June 2014 - August 2014
Skills
Microsoft Office, Microsoft Word, Research, PowerPoint, Sales, Leadership, Teamwork, Microsoft Excel, Event Planning
Education
The University of Texas at Austin 2013 — 2017
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2013 — 2017
Bachelor of Business Administration (BBA), Finance
Artin Sedighan Artin Sedighan's Cappello Group, Inc. Experience October 2011 - Present
Job Senior Vice President at Cappello Group, Inc.
Industry Financial Services
Experience
Cappello Group, Inc. October 2011 - Present
Bank of America Merrill Lynch July 2010 - September 2011
Houlihan Lokey June 2007 - August 2008
Chanin Capital Partners June 2006 - June 2007
HSBC June 2004 - June 2006
Skills
Mergers, Investment Banking, Private Equity, Real Estate, Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Capital Markets, Restructuring, LBO, Leveraged Finance, Debt, Business Valuation, Corporate Development, Investments, M, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Private Equity, Entrepreneurship, Real Estate
University of California, Berkeley 2000 — 2003
B.S., Business Administration
Cappello Group, Inc. October 2011 - Present
Bank of America Merrill Lynch July 2010 - September 2011
Houlihan Lokey June 2007 - August 2008
Chanin Capital Partners June 2006 - June 2007
HSBC June 2004 - June 2006
Skills
Mergers, Investment Banking, Private Equity, Real Estate, Capital, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Corporate Finance, Capital Markets, Restructuring, LBO, Leveraged Finance, Debt, Business Valuation, Corporate Development, Investments, M, Mergers
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance, Private Equity, Entrepreneurship, Real Estate
University of California, Berkeley 2000 — 2003
B.S., Business Administration
Michael Reed Michael Reed's Cappello Group, Inc. Experience June 2013 - November 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Gopi Govada Gopi Govada's Cappello Group, Inc. Experience March 2015 - Present
Job Intern Investment Banking Analyst at Cappello Group, Inc.
Industry Banking
Experience
Cappello Group, Inc. March 2015 - Present
UDP International August 2014 - March 2015
Bank of Singapore June 2013 - August 2013
UDP International May 2012 - June 2012
Skills
Microsoft Excel, Excel Models, Capital IQ, Valuation, Microsoft Office, Public Speaking, Benefit Cost Analysis, Oral & Written..., Written & Oral..., Econometric Analysis, Stata, Financial Analysis, Microsoft Word, Bloomberg Terminal, Accounting, Economics, Macroeconomics, Microeconomics, Econometrics
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor's Degree, Economics
Hong Kong International School 2007 — 2011
High School
Cappello Group, Inc. March 2015 - Present
UDP International August 2014 - March 2015
Bank of Singapore June 2013 - August 2013
UDP International May 2012 - June 2012
Skills
Microsoft Excel, Excel Models, Capital IQ, Valuation, Microsoft Office, Public Speaking, Benefit Cost Analysis, Oral & Written..., Written & Oral..., Econometric Analysis, Stata, Financial Analysis, Microsoft Word, Bloomberg Terminal, Accounting, Economics, Macroeconomics, Microeconomics, Econometrics
Education
Arizona State University, W. P. Carey School of Business 2011 — 2014
Bachelor's Degree, Economics
Hong Kong International School 2007 — 2011
High School
Rob Deutschman's Cappello Group, Inc. Experience February 1999 - Present
Job Vice Chairman, Cappello Group, Inc.
Industry Investment Banking
Experience
Cappello Group, Inc. February 1999 - Present
Digital Turbine, Inc. (NASDAQ - APPS) May 2013 - Present
RAND Center for Ethics and Governance 2008 - Present
Water Buffalo Club September 1989 - Present
Enron Creditors Recovery Corp. November 2004 - December 2014
MPG Office Trust February 2011 - October 2013
Gibson, Dunn & Crutcher LLP 1982 - 1985
Education
Columbia Law School 1979 — 1982
JD, Law
Haverford College 1975 — 1979
BA, Political Science
Fieldston School 1975 — 1975
Cappello Group, Inc. February 1999 - Present
Digital Turbine, Inc. (NASDAQ - APPS) May 2013 - Present
RAND Center for Ethics and Governance 2008 - Present
Water Buffalo Club September 1989 - Present
Enron Creditors Recovery Corp. November 2004 - December 2014
MPG Office Trust February 2011 - October 2013
Gibson, Dunn & Crutcher LLP 1982 - 1985
Education
Columbia Law School 1979 — 1982
JD, Law
Haverford College 1975 — 1979
BA, Political Science
Fieldston School 1975 — 1975
Ryan Brothers's Cappello Group, Inc. Experience June 2015 - Present
Job Investment Banking Summer Analyst at Cappello Group, Inc.
Industry Investment Banking
Experience
Cappello Group, Inc. June 2015 - Present
uFlex LLC November 2014 - Present
Terranea Resort by Destination Hotels May 2014 - August 2014
Boston College Dining Services September 2013 - April 2014
Corridor Capital LLC June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Microsoft Excel, Leveraged Finance, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Client Services, Customer Service, Food & Beverage, Due Diligence, Entrepreneurship, New Business Development
Education
University of Southern California - Marshall School of Business 2014 — 2017
Bachelor’s Degree, Business Administration; Finance & Entrepreneurship, Junior
Boston College 2013 — 2014
Bachelor's Degree, Finance, Carroll School of Management
Palos Verdes High School 2009 — 2013
High School
Cappello Group, Inc. June 2015 - Present
uFlex LLC November 2014 - Present
Terranea Resort by Destination Hotels May 2014 - August 2014
Boston College Dining Services September 2013 - April 2014
Corridor Capital LLC June 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Mergers & Acquisitions, Private Equity, Microsoft Excel, Leveraged Finance, Microsoft Office, Microsoft Word, PowerPoint, Leadership, Client Services, Customer Service, Food & Beverage, Due Diligence, Entrepreneurship, New Business Development
Education
University of Southern California - Marshall School of Business 2014 — 2017
Bachelor’s Degree, Business Administration; Finance & Entrepreneurship, Junior
Boston College 2013 — 2014
Bachelor's Degree, Finance, Carroll School of Management
Palos Verdes High School 2009 — 2013
High School
Kavi Shah's Cappello Group, Inc. Experience September 2015 - Present
Job Investment Banking Analyst Intern at Cappello Group, Inc.
Industry Education Management
Experience
Cappello Group, Inc. September 2015 - Present
Skills
Tutoring, Curriculum Development, Coaching, Educational Leadership, Creative Writing, Teaching, Curriculum Design, Leadership, Public Speaking, Research, Higher Education, Microsoft Office, Social Media, Project Management, PowerPoint, Staff Development, Microsoft Excel, Microsoft Word, Program Management, Management
Education
The University of Texas at Austin - College of Liberal Arts 2014 — 2018
Bachelor of Arts (B.A.), Plan II Honors
The University of Texas at Austin - Red McCombs School of Business 2014 — 2018
Bachelor of Business Administration (BBA), Business Honors
The Hong Kong University of Science and Technology 2015 — 2015
Coppell High School 2010 — 2014
Cappello Group, Inc. September 2015 - Present
Skills
Tutoring, Curriculum Development, Coaching, Educational Leadership, Creative Writing, Teaching, Curriculum Design, Leadership, Public Speaking, Research, Higher Education, Microsoft Office, Social Media, Project Management, PowerPoint, Staff Development, Microsoft Excel, Microsoft Word, Program Management, Management
Education
The University of Texas at Austin - College of Liberal Arts 2014 — 2018
Bachelor of Arts (B.A.), Plan II Honors
The University of Texas at Austin - Red McCombs School of Business 2014 — 2018
Bachelor of Business Administration (BBA), Business Honors
The Hong Kong University of Science and Technology 2015 — 2015
Coppell High School 2010 — 2014
James Gu's Cappello Group, Inc. Experience January 2014 - May 2014
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Julia Delcarson Julia Delcarson's Cappello Group, Inc. Experience September 2013 - January 2014
Job Assurance Associate at PwC
Industry Accounting
Experience
PwC October 2014 - Present
Cappello Group, Inc. September 2013 - January 2014
International Medical Corps May 2011 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Program Management, Financial Analysis, Auditing, Finance, Information Systems, Public Speaking, Analysis, Social Media Marketing, Tax, Social Media, Microsoft Word, Research, Grants
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master's degree, Accounting
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Biology, Magna Cum Laude
University of Cape Town 2012 — 2012
PwC October 2014 - Present
Cappello Group, Inc. September 2013 - January 2014
International Medical Corps May 2011 - August 2011
Skills
Accounting, Microsoft Excel, PowerPoint, Microsoft Office, Financial Modeling, Program Management, Financial Analysis, Auditing, Finance, Information Systems, Public Speaking, Analysis, Social Media Marketing, Tax, Social Media, Microsoft Word, Research, Grants
Education
University of Southern California - Marshall School of Business 2013 — 2014
Master's degree, Accounting
University of Southern California 2009 — 2013
Bachelor of Arts (B.A.), Biology, Magna Cum Laude
University of Cape Town 2012 — 2012
Sahil Raj's Cappello Group, Inc. Experience September 2013 - December 2013
Job Investment Banking Analyst at GulfStar Group
Industry Financial Services
Experience
GulfStar Group July 2014 - Present
Cappello Group, Inc. September 2013 - December 2013
Macquarie Group June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Citi June 2012 - August 2012
Mystic Tree Inc. August 2009 - August 2012
Skills
Financial Analysis, Valuation Modeling, Financial Risk..., Bloomberg, Capital IQ, Microsoft Office, Thomson One Banker, Due Diligence, Portfolio Management, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance
GulfStar Group July 2014 - Present
Cappello Group, Inc. September 2013 - December 2013
Macquarie Group June 2013 - August 2013
Merrill Lynch August 2012 - December 2012
Citi June 2012 - August 2012
Mystic Tree Inc. August 2009 - August 2012
Skills
Financial Analysis, Valuation Modeling, Financial Risk..., Bloomberg, Capital IQ, Microsoft Office, Thomson One Banker, Due Diligence, Portfolio Management, Finance
Education
The University of Texas at Austin 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Manideep Ravi Manideep Ravi's Cappello Group, Inc. Experience August 2014 - December 2014
Job Incoming Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - August 2015
Cappello Group, Inc. August 2014 - December 2014
Fulcrum Capital January 2014 - May 2014
G-51 Capital Management June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Media, Research, Time Management, English, Windows, Social Networking, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
BBA, BA, Business Honors - Finance, Economics
Universidad de 'San Andrés' 2014 — 2014
Jefferies June 2015 - August 2015
Cappello Group, Inc. August 2014 - December 2014
Fulcrum Capital January 2014 - May 2014
G-51 Capital Management June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Media, Research, Time Management, English, Windows, Social Networking, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
BBA, BA, Business Honors - Finance, Economics
Universidad de 'San Andrés' 2014 — 2014
Daniel Baddeloo Daniel Baddeloo's Cappello Group, Inc. Experience January 2014 - May 2014
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Guzman Investment Strategies May 2013 - January 2014
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Excel, Bloomberg, Capital IQ, Valuation, Financial Modeling, Oil & Gas, Commodity Markets, Foreign Exchange, Macroeconomics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2007 — 2011
High School Diploma
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Guzman Investment Strategies May 2013 - January 2014
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Excel, Bloomberg, Capital IQ, Valuation, Financial Modeling, Oil & Gas, Commodity Markets, Foreign Exchange, Macroeconomics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2007 — 2011
High School Diploma
Li Hu's Cappello Group, Inc. Experience September 2015 - September 2015
Job Investment Banking
Industry Investment Banking
Experience
Cappello Group, Inc. September 2015 - September 2015
EuroConsult, Inc. December 2014 - March 2015
First Principle January 2014 - November 2014
Investment Advisory Committee June 2012 - June 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
Skills
Financial Analysis, Financial Modeling, PowerPoint, Due Diligence, Investments, Portfolio Management, Start-ups, Management, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Private Equity, Venture Capital, Bloomberg, Microsoft Excel
Education
University of California, Santa Barbara 2010 — 2014
Financial Mathematics and Statistics
Blue Valley North High School
Cappello Group, Inc. September 2015 - September 2015
EuroConsult, Inc. December 2014 - March 2015
First Principle January 2014 - November 2014
Investment Advisory Committee June 2012 - June 2014
Block, Bowman & Associates, LLC June 2013 - October 2013
Skills
Financial Analysis, Financial Modeling, PowerPoint, Due Diligence, Investments, Portfolio Management, Start-ups, Management, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Private Equity, Venture Capital, Bloomberg, Microsoft Excel
Education
University of California, Santa Barbara 2010 — 2014
Financial Mathematics and Statistics
Blue Valley North High School
Clay Bryan's Cappello Group, Inc. Experience June 2010 - Present
Job Managing Director at Cappello Group, Inc.
Industry Investment Banking
Experience
Cappello Group, Inc. June 2010 - Present
Imperial Capital Corporation 2008 - 2010
Deutsche Bank 2007 - 2008
Chanin Capital Partners 2005 - 2007
Citi June 2003 - June 2005
Skills
LBO, Private Equity, Investment Banking, Valuation, Corporate Development, Due Diligence, Financial Modeling, Venture Capital
Education
Georgia State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Cappello Group, Inc. June 2010 - Present
Imperial Capital Corporation 2008 - 2010
Deutsche Bank 2007 - 2008
Chanin Capital Partners 2005 - 2007
Citi June 2003 - June 2005
Skills
LBO, Private Equity, Investment Banking, Valuation, Corporate Development, Due Diligence, Financial Modeling, Venture Capital
Education
Georgia State University 1997 — 2001
Bachelor of Business Administration (BBA), Finance and Economics
Max Gordon's Cappello Group, Inc. Experience August 2012 - December 2014
Job Investment Banking
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
Cappello Group, Inc. August 2012 - December 2014
Signature Estate & Investment Advisors, LLC June 2011 - August 2011
Education
University of Southern California - Marshall School of Business 2008 — 2012
University of Southern California
Moelis & Company January 2015 - Present
Cappello Group, Inc. August 2012 - December 2014
Signature Estate & Investment Advisors, LLC June 2011 - August 2011
Education
University of Southern California - Marshall School of Business 2008 — 2012
University of Southern California
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY