Centerview Partners
Industry: Private banking company
DescriptionCenterview Partners is an American independent investment banking and private equity investment firm. Centerview operates primarily as an investment banking advisory firm. The firm offers mergers and acquisitions advisory, takeover defense, capital allocation and divestitures services. Headquarters: New York City, NY Founded: 2006 Total assets: 485 million USD Subsidiary: Centerview Partners UK LLP
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Centerview Partners Employees
Centerview Partners September 2015 - Present
Centerview Partners June 2015 - Present
LEÓN, MAYER & Co. May 2014 - Present
Counselling Pakistan July 2013 - Present
Nixor Financial Services September 2010 - Present
Monthly Economic Review July 2013 - August 2013
EY May 2013 - July 2013
Skills
Statistics, Physics, Chemistry, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, VBA, SQL, Microsoft SQL Server, Web Services, Data Analysis, English, Valuation, Investment Strategies, Investment Management, Financial Analysis, Equity Research, Financial Modeling, Analysis
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BSc) Economics
Nixor College 2010 — 2012
C.I.E. Advanced Level, Mathematics and Business
The City School 1996 — 2010
C.I.E. Ordinary Level, General Studies, Mathematics and Natural Sciences
Centerview Partners July 2015 - Present
University of Miami September 2011 - May 2015
Citi June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
University of Miami August 2012 - December 2012
University of Miami Executive Education June 2012 - August 2012
Skills
Microsoft Excel, Spanish, Communication Skills, Microsoft Word, Photoshop, Management, Strategic Planning, Leadership, Customer Service, Windows, Analysis, Project Management, Research, Microsoft Office, Public Speaking, Access, PowerPoint, Financial Modeling, Fundraising, Nonprofits
Education
University of Miami 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Centerview Partners August 2015 - Present
Private September 2014 - August 2015
Millbrook Golf and Tennis Club January 2014 - May 2015
Millbrook Golf and Tennis Club March 2013 - November 2014
Michael Kors January 2014 - May 2014
Millbrook Golf and Tennis Club May 2012 - January 2014
Michael Kors June 2013 - August 2013
Hearst Magazines January 2013 - April 2013
Millbrook Golf and Tennis Club May 2008 - March 2013
Council of Fashion Designers of America (CFDA) February 2013 - February 2013
Skills
Merchandising, Visual Merchandising, Advertising, Microsoft Office Suite..., Sales, Point of Sale Systems, Social Media, Social Media Marketing, Email Marketing, POS, Marketing, Social Networking, Event Planning, Retail, Fashion, Budgets, Event Management, PowerPoint, Public Relations, Facebook, Time Management, Customer Service, Trend Analysis
Education
Marist College 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration with a Concentration in Marketing and Fashion Merchandising, 3.85
Dutchess Community College 2010 — 2011
Business Administration, 3.9
Our Lady of Lourdes High School
Advanced Regents Diploma
Centerview Partners February 2015 - Present
SUNY College at Old Westbury June 2014 - February 2015
Dice Communications August 2013 - May 2014
Iona College January 2012 - August 2013
Iona College November 2010 - December 2011
Audio Design Associates January 2004 - August 2007
Skills
Windows & Mac operating..., Alcatel Lucent Switches, Active Directory, Mobile Devices, Tablet PC, Microsoft Office, Bosch, LAN-WAN, Network Security, Fiber Optics, Switches, Networking, Wireless Networking, Technical Support, Cabling, Troubleshooting, Security
Education
Iona College 2011 — 2013
Master of Business Administration (MBA), Information Systems
SUNY New Paltz 2006 — 2010
Bachelor of Science (BS), Electrical and Electronics Engineering
Centerview Partners August 2015 - Present
Cowen and Company July 2014 - August 2015
Eagle Oil & Gas Co. August 2013 - May 2014
Cowen and Company June 2013 - August 2013
Eagle Oil & Gas Co. January 2013 - May 2013
SMU Cox School of Business August 2011 - January 2013
Carbon Voyage June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Sloat Garden Center June 2009 - June 2010
Wolfe Ranch August 2005 - June 2010
Skills
Microsoft Office, Team Leadership, Organizational Behavior, PowerPoint, Marketing, Microsoft Excel, Google Chrome, Research, Sales, Finance, Access, Investments, Economics, Time Management
Education
Southern Methodist University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Monte Vista High School 2006 — 2010
High School Diploma
Centerview Partners July 2011 - Present
Lazard Freres & Co. May 2010 - July 2010
Belvedere Trading June 2009 - August 2009
Skills
Capital IQ, Bloomberg, DCF, Hedge Funds, Due Diligence, Financial Analysis, Equity Research, Equity Valuation, Fixed Income, M&A experience, Venture Capital, Corporate Development, Bloomberg Terminal, Emerging Markets, Alternative Investments, Corporate Finance, Equities, Investment Banking, Valuation, Strategy, Private Equity, Trading, Mergers, Investments, Capital Markets, Financial Modeling, Restructuring, Options, Mergers & Acquisitions
Education
University of Michigan 2007 — 2011
BBA – Ross School of Business – Finance, Accounting, Mathematics
Tsinghua University 2009 — 2009
Summer Study Abroad
Art Agency, Partners July 2014 - Present
Parnassus Investments June 2013 - August 2013
Centerview Partners 2010 - 2012
Citigroup 2009 - 2010
Citigroup June 2008 - August 2008
Merrill Lynch June 2007 - August 2007
Skills
Equity Research, Private Equity, Investment Banking, Valuation, Strategy, Finance, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
Harvard University 2005 — 2009
A.B., Economics, Art History
Federal Communications Commission May 2015 - Present
The Resolution Project August 2013 - Present
MeeGenius, Inc. January 2013 - May 2014
Centerview Partners July 2011 - January 2013
The Harvard Crimson January 2010 - January 2011
Morgan Stanley Global Energy Group June 2010 - August 2010
GTC Technology May 2009 - August 2009
Skills
Financial Modeling, Microsoft Excel, Stata, Economics, Research, Microsoft Office, Data Analysis, Spanish, Valuation, PowerPoint, Competitive Analysis, Mergers, Entrepreneurship, Market Research, Investment Banking, Mandarin, Business Development, Mergers & Acquisitions
Education
Harvard Law School 2014 — 2017
Juris Doctor (J.D.)
Harvard University 2007 — 2011
A.B, Economics; Citation in Mandarin, Cum Laude
Centerview Partners June 2015 - Present
OppenheimerFunds June 2014 - August 2014
Fidelity Investments June 2013 - August 2013
Rensselaer Polytechnic Institute July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Teamwork, Project Management, Stata, Financial Accounting, Financial Analysis, Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (BA), Economics
Studio Dental April 2012 - Present
Centerview Partners 2010 - 2012
J.P. Morgan 2009 - 2010
The Enterprise Center 2007 - 2009
Education
Harvard Business School 2012 — 2014
MBA (Leave of Absence), Entrepreneurship
University of Pennsylvania 2005 — 2009
BS/BA, Finance, Urban Development
Universidad de La Habana 2007 — 2008
Pregrado, Historia, Filosofía
Teespring May 2015 - Present
Teespring August 2014 - April 2015
VMG Partners August 2013 - August 2014
Centerview Partners February 2011 - May 2013
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Strategy, LBO, Financial Modeling, Private Equity, M&A experience, Due Diligence, DCF, Mergers, Corporate Development, Leadership, Portfolio Management, Acquisitions, Corporate Finance, Friendly Personality, Public Speaking, Finance, Growth Capital, Analysis, Management, Investments, Financial Analysis, Start-ups, Microsoft Word, Cloud Computing, Piano Playing
Education
Princeton University 2006 — 2010
A.B., History; Finance, Cum Laude
Noble and Greenough School 2002 — 2006
Neuberger Berman June 2015 - Present
UBS November 2014 - June 2015
UBS June 2012 - November 2014
UBS March 2012 - June 2012
Centerview Partners February 2012 - March 2012
Perella Weinberg Partners July 2011 - August 2011
Innovation Interactive July 2008 - October 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Editing, Banking, Customer Service, Research, Lotus Notes, Analysis, Bloomberg, Charles River IMS, Microsoft Outlook, Surveillance, Finance, Financial Services, Leadership, Anti Money Laundering, Financial Crimes..., Human Resources, Event Planning, Invoicing, Marketing, Adobe Acrobat, Equities, Fixed Income
Education
Kean University
Bachelor of Science (B.S.), Business Management
Montclair High School
Centerview Partners July 2013 - Present
Centerview Partners June 2012 - August 2012
Athena Capital Advisors January 2011 - March 2011
Skills
Mergers & Acquisitions, Financial Modeling, Java, Economics, Stata, Mandarin, Valuation, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Barrington High School 2005 — 2009
Rothschild August 2015 - Present
Centerview Partners December 2014 - August 2015
The Syndicate August 2013 - November 2014
Butler Pappas May 2011 - July 2013
Quintairos, Prieto, Wood, and Boyer PA September 2008 - December 2010
Skills
Recruiting, Hiring, Data Entry, Outlook, Microsoft Word, PowerPoint, Marketing, Music Industry, Entertainment, Entertainment Industry, Radio Promotions, Social Media
Education
University of South Florida 2008 — 2011
Bachelor of Applied Science (BASc), Elementary Education and Teaching
Centerview Partners June 2015 - Present
Close Concerns May 2014 - August 2014
Global Village Fruit September 2013 - May 2014
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel
Education
Harvard College 2012 — 2016
Canyon Crest Academy
Centerview Partners July 2012 - Present
J.P. Morgan September 1998 - May 2012
Education
Columbia University in the City of New York 1992 — 1996
Bachelor of Arts (BA), Political Science and Government
Columbia University - Columbia Business School
Master of Business Administration (MBA)
The Kraft Heinz Company July 2015 - Present
3G Capital January 2015 - Present
Centerview Partners July 2013 - January 2015
Bank of America Merrill Lynch June 2012 - August 2012
Skills
PowerPoint, Hebrew (fluent), Excel, Word, Business Valuation, M&A Modeling, DCF Valuation
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics with Concentration in Finance, 3.98
Twitter 2013 - Present
MoPub 2013 - 2014
Centerview Partners 2011 - 2013
International Spark Program January 2009 - 2012
Skills
Start-ups, Leadership, Strategic Planning, Strategy, Research, Economics, Mergers & Acquisitions, Valuation, Marketing, Venture Capital, Investment Banking, Business Strategy, Competitive Analysis, Mobile Devices, Entrepreneurship
Education
Harvard University
BA with Honors, Economics and Mathematics
Centerview Partners August 2015 - Present
Dream Outside the Box August 2014 - July 2015
Better Together Interfaith Initiative September 2011 - May 2014
Intercom Student Affairs Advisory Board February 2013 - April 2014
Secours Catholique June 2013 - June 2013
TCU Career Services August 2012 - December 2012
Brammer & Associates May 2007 - August 2011
Skills
English Literature, English grammar, Interfaith Relations, Organizational..., Organizational..., Program Management, Microsoft Office, Google Docs, Google Drive, Garageband, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Creative Writing, Leadership, Social Media, Event Planning, Teamwork, Public Speaking, Research
Education
Texas Christian University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
Centerview Partners July 2014 - Present
Centerview Partners June 2013 - August 2013
Eureka Capital Markets, LLC June 2012 - August 2012
Peninsula Plastic Surgery 2007 - 2010
Little Company of Mary Hospital 2006 - 2010
Los Angeles Pediatric Society Eve and Gene Black Summer Medical Program July 2008 - August 2008
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Finance
Mira Costa High School 2006 — 2010
Centerview Partners April 2014 - Present
Weil Gotshal and Manges January 2012 - March 2014
Triax Capital Advisors, LLC January 2011 - May 2011
WL Ross & Co. LLC May 2010 - November 2010
Houlihan Lokey December 2006 - June 2007
Education
Columbia Business School 2010 — 2011
M.B.A.
Columbia Law School 2007 — 2011
J.D.
Columbia College (NY) 2003 — 2007
B.A.
Centerview Partners August 2011 - Present
UBS Investment Bank October 2006 - August 2011
ABN Amro - Global Futures December 2003 - October 2006
Interwoven April 2002 - November 2003
Siga Technologies, Inc. June 2000 - April 2002
Baumeister and Samuels, LLC April 1997 - June 2000
Sterling Hotels & Resorts, Inc. 1994 - 1995
Skills
Investment Banking, Management, Banking, Outlook, Equities, Lotus Notes, PowerPoint, Microsoft Excel, Project Management, Capital Markets, Financial Analysis, Private Equity, Financial Modeling, Hedge Funds, Fixed Income, Bloomberg, Sales, Investments
Education
Pace University 1989 — 1993
BBA, Marketing
Centerview Partners July 2015 - Present
Kiva.org June 2010 - Present
The Wharton School November 2014 - May 2015
Compass Capital January 2014 - February 2015
Centerview Partners June 2014 - August 2014
Citi June 2013 - August 2013
The Reinvestment Fund October 2012 - March 2013
SUN-Apollo Real Estate Advisors Private Limited June 2012 - July 2012
Consulting Within Reach May 2012 - May 2012
Miss Economist (www.misseconomist.blogspot.com) 2009 - 2011
Skills
Market Research, PowerPoint, Microfinance, Google Docs, Microsoft Excel, JMP, Twitter, Euromonitor, ThomsonOne, Finance, Microsoft Office, Economics
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BS, Economics (Finance, Strategic Management)
The Harker School 2007 — 2011
Centerview Partners July 2015 - Present
Centerview Partners January 2015 - Present
Centerview Partners September 2012 - December 2014
Rothschild January 2012 - June 2012
Rothschild July 2011 - December 2011
KANUPA May 2010 - July 2010
Ernst & Young January 2010 - April 2010
SOCIETEX January 2009 - July 2009
Skills
Microsoft Office, Factset, Factiva, Bloomberg, Euromonitor
Education
Essec Business School Paris / ESSEC Paris 2010 — 2011
Advanced Master in Financial Techniques
ESSCA Business School Paris 2005 — 2010
Master in Auditing
Concordia University 2008 — 2008
International Finance, Valuation
Centerview Partners August 2011 - Present
Goldman Sachs 1999 - 2011
Schroder & Co. Inc. 1997 - 1999
Skills
Investment Banking, Private Equity, Valuation, LBO, Capital Markets, Financial Modeling, Venture Capital, Corporate Finance, Equities, Corporate Development, Mergers & Acquisitions, Hedge Funds, Emerging Markets, Due Diligence, M&A experience
Education
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Finance
Pittsford-Mendon High School 1989 — 1993
Centerview Partners May 2014 - Present
Tourneau January 2012 - May 2014
Iona College August 2010 - January 2012
Total Energy May 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Windows, Microsoft Word, Facebook, Windows Server, OS X, Access, PowerPoint, Outlook, Team Leadership, Customer Service, System Administration, Lotus Notes, HTML, Social Networking, Strategic Planning, SharePoint, Computer Hardware, Windows 7, Data Analysis, Networking
Education
Iona College 2006 — 2011
MBA, Computer Science, Information Systems, E-commerce
Chaminade High School 2002 — 2006
Accounting Principals August 2014 - Present
Paradigm Talent Agency May 2013 - July 2014
Creative Artists Agency April 2011 - May 2013
Kelton Research July 2010 - March 2011
Centerview Partners December 2009 - February 2010
Media Salvation June 2009 - August 2009
Advance Restaurant Finance September 2008 - December 2008
MTV Networks June 2008 - August 2008
Skills
Research, QuickBooks, PowerPoint, Outlook, Nonprofits, Networking, Microsoft Word, Microsoft Office, Microsoft Excel, Leadership, Database Administration, Data Entry, Customer Service, Accounting, Event Planning, Facebook, Social Networking
Education
Loyola Marymount University, College of Business Administration 2006 — 2010
BA, Finance
Aptos High School 2002 — 2006
Icahn School of Medicine at Mount Sinai 2015 - Present
Centerview Partners 2012 - 2013
Centerview Partners 2011 - 2012
Morgan Stanley 2008 - 2011
Fred Alger Management 2004 - 2006
The Galleon Group 2003 - 2004
Microsoft Corporation 2001 - 2003
Skills
Financial Modeling
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Stanford University 1997 — 2001
B.S., Computer Science, Economics
Ridge High School 1995 — 1997
Centerville High School 1993 — 1995
Dropbox April 2015 - Present
Centerview Partners July 2012 - March 2015
Barclays Capital June 2011 - August 2011
Lamont-Doherty Earth Observatory, Columbia University June 2010 - December 2010
Education
Columbia University in the City of New York 2008 — 2012
B.A. (cum laude), Economics, Environmental Science
Centerview Partners July 2015 - Present
Centerview Partners June 2014 - August 2014
Georgetown Journal of International Affairs August 2012 - May 2014
Georgetown University Student Investment Fund August 2011 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Georgetown University September 2012 - May 2013
Education
Georgetown University 2011 — 2015
Bachelor of Science (BS), Finance, International Business
Universitat Pompeu Fabra 2013 — 2013
Coursework: International Finance, International Economics
Fundation Group LLC September 2011 - Present
MyCrew Mobile February 2013 - February 2013
Centerview Partners June 2007 - September 2011
Keefe, Bruyette & Woods July 2001 - June 2007
KBW Capital Partners 2006 - 2007
Skills
Investment Banking, Private Equity, Venture Capital, Valuation, Financial Services, Mergers & Acquisitions, Loans, Investments, Business Strategy, New Business Development, Strategic Planning, Negotiation, Credit, Start-ups, Entrepreneurship, Corporate Finance, Finance, Credit Risk
Education
Bucknell University 1997 — 2001
B.S., Computer Science, Engineering
Centerview Partners June 2015 - Present
Mosquito Squad of Rochester May 2014 - August 2014
Mosquito Squad of Rochester May 2013 - August 2013
Mosquito Squad of Rochester June 2012 - August 2012
Men's Wearhouse September 2011 - August 2012
Skills
Customer Service, Marketing, Data Entry, Time Management, Selling, Customer Satisfaction, Telephone Skills, Phone Etiquette, Retail Sales, Retail, Marketing Strategy, Community Outreach
Education
Emory University 2012 — 2016
In Progress, Finance and Mathematics, 3.84
Peking University 2014 — 2014
Semester Exchange Program, Finance
Centerview Partners August 2015 - Present
Greenhill & Co. June 2014 - August 2014
RBS Global Banking & Markets September 2011 - May 2013
RBS Global Banking & Markets August 2010 - August 2011
Seward & Kissel LLP May 2009 - July 2009
Skills
Financial Modeling, Financial Analysis, Spanish, Brazilian Portuguese, Restructuring, Debt Restructuring, LBO, Chapter 11, International Business..., Latin American Business, Latin America, Comparable Analysis, Corporate Finance, Investment Banking, Leveraged Finance, Mergers, Accretion/dilution, Deal Execution, Valuation, Bloomberg, Due Diligence, Equities, Private Equity, Investments, Capital Markets, Corporate Tax, Deal Structures, Deal Creation, Deal Flow, Deal Screening, Deal Shaping, Deal Closure, Deal Development, Deal Sourcing, Deal Strategy, Fixed Income
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Finance
Georgetown University 2006 — 2010
Bachelor of Arts (B.A.), Government and Spanish, Cum Laude
Universidad de Buenos Aires 2008 — 2008
Choate Rosemary Hall
Manifest Films / Janet Yang Productions July 1996 - Present
The Walt Disney Company-CHINA 2012 - 2013
China Film Group 2012 - 2013
Legendary Entertainment 2012 - 2012
DreamWorks Animation 2011 - 2011
Centerview Partners 2011 - 2011
Ixtlan Productions 1989 - 1996
Universal Studios Hollywood 1987 - 1989
Warner Bros. Entertainment Group of Companies 1986 - 1987
MCA Enterprises, Universal Studios 1985 - 1986
Skills
Television, Film, Entertainment, Digital Media, Film Production, New Media, Screenwriting, Independent Film, Film Finance, Feature Films, Commercials, Story Producing, Producing, Cinematography, Line Producing, Post Production, Social Media, Video Production, Movie Magic, Show Runner, On-Air Promos, Documentaries, Production Managment, Production Budgeting, Final Draft, Narrative, Casting, Short Films, Avid, Directing, Reality, Pre-production, Comedy, Creative Direction, Final Cut Studio, Film Festivals, Music Videos, Video, Media Production, Video Editing, Final Cut Pro, Production Management, Reality TV
Education
Columbia University 1982 — 1984
Master of Business Administration (MBA)
Brown University 1975 — 1978
Bachelor of Arts (B.A.) with Honors, Chinese Studies / International Media
Harvard University
Chinese Studies / East Asia Studies
Phillips Exeter Academy
Bain Capital July 2013 - Present
Harvard Business School May 2010 - May 2013
Centerview Partners June 2012 - August 2012
CAG June 2011 - August 2011
Meikao Creative & Consulting Co., Ltd. June 2010 - August 2010
Skills
Leadership, Event Planning, Business Valuation, Competitive Analysis, Capital IQ, Emerging Markets, Quantitative Analytics, Qualitative Research, Community Outreach, Start-ups, Capital Markets, Private Equity, Financial Modeling, Venture Capital, Strategic Consulting, Due Diligence, Corporate Development
Education
Harvard University 2009 — 2013
A.B., Economics
Mercersburg Academy 2006 — 2009
Google June 2015 - August 2015
DCH Auto Group August 2012 - July 2014
Centerview Partners July 2009 - June 2012
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Pomona College 2005 — 2009
B.A., Economics
Milton Academy 2002 — 2005
Diploma (cum laude)
Centerview Partners July 2014 - Present
Guggenheim Securities June 2013 - August 2013
Markit June 2012 - August 2012
Education
The College of William and Mary - The Mason School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Shanghai University of Finance and Economics 2012 — 2012
International Finance, Chinese Language and Literature
Budapesti Corvinus Egyetem 2012 — 2012
Entrepreneurship/Entrepreneurial Studies, Organizational Behavior Studies
Tsinghua University 2011 — 2011
Chinese Language and Literature
Deerfield Academy 2006 — 2010
Centerview Partners July 2013 - Present
Ernst & Young September 2004 - July 2013
Dresdner Kleinwort Wasserstein 2002 - 2004
Wasserstein Perella & Co 1999 - 2004
Skills
Expatriate Management, Global Mobility, Benefits Administration, Immigration Law, Human Resources, Employee Benefits, HR Policies, Employee Relations, PeopleSoft, Onboarding, Compensation, New Hire Orientations, Interviews, Management
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1997
BS, Marketing
Apple February 2015 - Present
Apple July 2013 - February 2015
Booz & Company June 2012 - August 2012
KOMAZA March 2010 - May 2011
Centerview Partners January 2009 - March 2010
Credit Suisse July 2007 - December 2008
Credit Suisse June 2006 - August 2006
Skills
Financial Modeling, Business Modeling, Operational Due..., Valuation, Mergers, Business Strategy, Strategic Planning, Accounting, Small Business..., Operations Management, Supply Chain..., Project Planning, Investment Banking, Mergers & Acquisitions, Start-ups, Analysis, Due Diligence, Competitive Analysis, Management
Education
Harvard Business School 2011 — 2013
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 2003 — 2007
BSc, Applied Mathematics
Karachi Grammar School 1989 — 2003
Centerview Partners June 2013 - Present
J.P. Morgan May 2012 - August 2012
UFG Asset Management May 2011 - August 2011
Philadelphia Museum of Art June 2008 - August 2008
United States Senate June 2007 - August 2007
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's Degree, Philosophy & Business Management
Chateau Partners May 2012 - Present
BitRock June 2012 - Present
Blue Lion Capital December 2012 - Present
Chateau Bakery, LLC January 2014 - Present
Centerview Partners May 2011 - May 2012
Lazard February 2003 - March 2011
Morgan Stanley August 1997 - January 2003
McKinsey 1996 - 1996
Skills
Investment Banking, Private Equity, Valuation, Mergers, Venture Capital, Financial Modeling, Corporate Finance, Investments, Corporate Development, M&A experience, IPO, Emerging Markets, Hedge Funds, Restructuring, Strategy, Business Strategy, Financial Structuring, LBO, Start-ups, Mergers & Acquisitions
Education
Stanford University 1995 — 1997
MBA, Business
Ecole Polytechnique, Paris, France 1992 — 1995
Ph.D., Physics, Quantum Optics, summa cum laude
University of Bonn, Germany 1988 — 1993
M.S., Physics, magna cum laude
Ecole Europenne 1986 — 1988
Baccalaureat
Hudson's Bay Company May 2015 - Present
Centerview Partners July 2013 - May 2015
Wells Fargo Securities June 2012 - August 2012
Tuck School of Business at Dartmouth College May 2011 - June 2012
CL King & Associates September 2011 - December 2011
Implanex January 2011 - March 2011
Skills
Valuation, Data Analysis, Stata, Financial Modeling, Investment Banking, Research, Microsoft Office, Economics, Microsoft Excel, PowerPoint, Financial Analysis
Education
Dartmouth College 2009 — 2013
B.A., Economics, Public Policy
Carmel High School 2005 — 2009
Centerview Partners 2013 - Present
J.P. Morgan 2010 - 2013
Nomura / Lehman Brothers 2006 - 2009
BlackRock 2005 - 2006
Skills
Investment Banking, Capital Markets, Fixed Income, Valuation, Strategic Planning, M&A execution, LBO, Equity Valuation, Product Management, Private Equity, Financial Analysis, Financial Modeling, Derivatives, Corporate Finance, Bloomberg, Business Strategy, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
MBA
University of Pennsylvania - The Wharton School
BS in Economics
上智大学
Exchange Program
Centerview Partners June 2013 - Present
Credit Suisse July 2009 - June 2013
Morgan Stanley Smith Barney May 2006 - July 2007
Northrop Grumman Corporation January 2005 - June 2006
Skills
Investment Banking, Financial Analysis, Firm Valuation, Deal Execution, Stock Picking, Value Investing, Fundamental Research, Investments, Valuation, Business Analysis, Competitive Analysis, Strategic Thinking, Team Leadership, Economics, Fundamental Analysis, Financial Modeling, Mergers, Equities, Finance, DCF, Bloomberg, Corporate Finance, Capital Markets, Due Diligence, IPO, Leveraged Finance, Emerging Markets, Market Research, Investment Strategies, Securities, Asset Allocation, Data Analysis, LBO, Equity Research, Fixed Income, Private Equity, Hedge Funds, Series 7, M&A experience, Mergers & Acquisitions, Trading, Analysis, Portfolio Management, Research, Alternative Investments, Restructuring, Strategy, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, General Management
Penn State University 2000 — 2004
B.S., Finance & International Business minor in Economics
Centerview Partners July 2015 - Present
Centerview Partners June 2014 - August 2014
Alternative Investment Management LLC May 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Writing
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts Summa Cum Laude, PPE (Philosophy, Political Science, Economics)
The Trinity School 2007 — 2011
Cum Laude
The Walt Disney Company July 2012 - July 2015
Centerview Partners June 2011 - August 2011
Procter & Gamble May 2010 - August 2010
Social Entrepreneurs Ireland June 2009 - August 2009
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Harvard University 2008 — 2012
Bachelor of Arts, Cum Laude in Economics; Secondary Field in Government
Centerview Partners August 2015 - Present
Bain & Company July 2013 - July 2015
Perella Weinberg Partners June 2008 - June 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, LBO, Leveraged Finance, Corporate Advisory, Due Diligence, Mergers & Acquisitions, M&A experience, Cost Reduction, Cost Reduction Planning, Venture Capital, Financial Analysis
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics, Dean's Honors and Distinction (Top 5%)
European Business School Oestrich-Winkel 2005 — 2008
Bachelor of Science, Business Administration and Management, General, (Top 5%)
Centerview Partners July 2015 - Present
Columbia University in the City of New York September 2013 - May 2015
Columbia Political Review April 2012 - January 2015
Centerview Partners June 2014 - August 2014
Ewing Bemiss & Co. June 2013 - August 2013
Indiana State Bar Association May 2012 - August 2012
BitWise Fellows July 2010 - June 2011
Skills
Microsoft Excel, Java, HTML, Microsoft SQL Server, Spanish, Italian, Data Analysis, Publications
Education
Columbia University in the City of New York 2011 — 2015
Bachelors Degree, Economics-Mathematics
Park Tudor High School 2007 — 2011
Centerview Partners July 2012 - Present
Gleacher Partners June 2011 - August 2011
University of Pennsylvania May 2010 - August 2010
Skills
Financial Modeling, Valuation, Finance, Investment Banking, Research, Financial Analysis, Microsoft Office, Corporate Finance, Data Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (BSc), Finance, General, Summa Cum Laude
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Science, Technology and Society, Summa Cum Laude
Pine Crest High School
Centerview Partners July 2014 - Present
Global Platinum Securities March 2012 - December 2013
UBS Investment Bank June 2013 - August 2013
Vertex Pharmaceuticals May 2012 - August 2012
ICBC international July 2011 - September 2011
Vanderbilt University Medical Center September 2009 - May 2010
Skills
Investment Banking, Research, Financial Modeling, Value Investing, Pharmaceutical Industry, Biotechnology Industry, DCF Valuation, LBO Valuation
Education
University of Pennsylvania 2010 — 2014
B.A. Biology, Roy and Diana Vagelos Program in Life Sciences and Management
University of Pennsylvania - The Wharton School 2010 — 2014
B.S. Economics, Concentration in Finance
Montgomery Bell Academy 2006 — 2010
High School
Centerview Partners September 2014 - Present
Barclays July 2013 - August 2014
Barclays June 2012 - August 2012
NERA Economic Consulting July 2007 - June 2011
Marketing Management Analytics June 2006 - August 2006
Skills
Equities, Statistics, Economics, VBA, Analysis, Finance, Securities, Valuation, Financial Modeling, Quantitative Analytics, Econometrics, Microsoft Excel, Corporate Finance, Data Analysis, Research, Financial Analysis, Bloomberg, Investment Banking, Private Equity, Equity Research, Capital Markets, Equity Valuation, Business Valuation
Education
Columbia University - Columbia Business School 2011 — 2013
MBA, Finance and Economics
Cornell University 2003 — 2007
Bachelor of Arts, Math and Economics
Maverick Capital 2015 - Present
Centerview Partners 2014 - 2015
Moelis & Company June 2013 - August 2013
BRP May 2012 - August 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honors Business Administration with Distinction, Finance
Stanstead College 2007 — 2010
High School
Sonenshine Partners July 2015 - Present
Sonenshine Partners June 2013 - June 2015
Bloomberg, L.P. August 2011 - May 2013
Centerview Partners June 2010 - August 2010
Morgans Hotel Group June 2009 - August 2009
Skills
Bloomberg, Fixed Income, Private Equity, Mergers & Acquisitions, Analytics, Financial Modeling, Financial Services, Investment Banking, Hedge Funds, Capital Markets, Equity Research, Valuation, Financial Analysis, Equities, Finance, Investments
Education
Harvard College 2007 — 2011
A.B., Psychology, English
Brunswick School 2003 — 2007
Centerview Partners July 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan June 2012 - August 2012
Education
Amherst College 2010 — 2014
Economics, Spanish
Centerview Partners June 2013 - Present
Deutsche Bank June 2012 - June 2013
Mojovi May 2011 - June 2012
Bridgewater Associates January 2011 - April 2011
Skills
Financial Modeling, Bloomberg, Economics, Investments, Valuation, Equities, Investment Banking, Stata, Data Analysis, Due Diligence, Securities, Bloomberg Terminal, LBO, Financial Analysis, Investment Strategies, Capital Markets
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics modified with Psychology
Thousand Oaks High School 2004 — 2008
High School Diploma
Guggenheim Securities May 2014 - Present
Greatwide Logistics Services April 2013 - Present
Five Tigers, LLC July 2012 - May 2014
Centerview Partners 2010 - 2012
Quadrangle Group 2005 - 2009
NBC Universal 2001 - 2005
Wright Venture Partners 2000 - 2001
Icahn Associates 1999 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Private Equity, Hedge Funds, TMT Sector Expertise, Family Office Investor, IR, Equities, Financial Services, Investment Banking, Finance, Leadership, Investments, Media, Mergers, Mergers & Acquisitions, Restructuring, Start-ups, Strategy, LBO, Business Development, Corporate Finance
Education
Harvard Business School 1997 — 1999
MBA
Princeton University 1990 — 1994
BA, History
The Pingry School 1984 — 1990
Primary Care Development Corporation July 2014 - Present
The Washington Institute For Near East Policy September 2013 - 2014
Child Mind Institute May 2012 - July 2013
Piperlime October 2011 - December 2011
Centerview Partners January 2010 - August 2011
Skills
Event Planning, Press Releases, Cision, Social Media, Facebook, Microsoft Excel, Research, Fundraising, Editing, Public Relations, Nonprofits, PowerPoint, Community Outreach, Blogging, Management
Education
Trinity College-Hartford 2005 — 2009
BA
Mainland Regional High School 2001 — 2005
Centerview Partners August 2014 - Present
Citigroup June 2013 - August 2014
UBS Financial Services January 2011 - December 2011
Work For Life Microfinance May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance
Education
University of Southern California 2009 — 2013
B.A., Global Business
Westlake High School 2005 — 2009
The Carlyle Group July 2014 - Present
Centerview Partners July 2011 - May 2014
RBC Capital Markets June 2010 - August 2010
Gottesman Company July 2009 - August 2009
Skills
Mergers & Acquisitions, Valuation, Investment Banking, LBO, Financial Modeling, Digital Audio, Private Equity, Cabinetry, Capital Markets, Due Diligence, Bloomberg, Equity Research, Economics
Education
Columbia University in the City of New York 2007 — 2011
BA, Magna Cum Laude
Università di Bologna 2009 — 2009
Bain & Company September 2014 - Present
Bain & Company June 2013 - August 2013
Centerview Partners October 2009 - April 2012
Jefferies & Company July 2007 - September 2009
Skills
Financial Modeling, LBO, Valuation, Mergers & Acquisitions, Financial Analysis, Private Equity, Investment Banking, Mergers, Due Diligence, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
Alnylam Pharmaceuticals June 2015 - Present
Sabeton SA June 2014 - July 2015
Sanofi September 2011 - May 2015
Centerview Partners July 2009 - August 2011
Merrill Lynch November 2006 - June 2009
McKinsey & Co. October 2002 - October 2006
University of Pennsylvania Health System July 1999 - June 2000
Brady Urological Institute January 1996 - June 1999
Skills
Strategy, Pharmaceutical Industry, Venture Capital, Corporate Development, Investment Banking, Business Development, Business Strategy, Mergers & Acquisitions, Medical Devices, Healthcare, Start-ups, Private Equity, Strategic Planning, M&A experience, Due Diligence, Competitive Analysis, Market Analysis, Entrepreneurship, Emerging Markets, Acquisition Integration, Strategic Partnerships, Executive Management, Corporate Finance, Commercialization, Negotiation, Restructuring
Education
Harvard Business School 2000 — 2002
MBA
The Johns Hopkins University School of Medicine 1995 — 1999
MD
Dartmouth College 1991 — 1995
AB
Centerview Partners May 2013 - Present
J.P. Morgan June 2011 - April 2013
J.P. Morgan 2010 - 2010
TIBCO Software May 2009 - August 2009
Russell Reynolds Associates May 2007 - August 2007
TGG Capital August 2006 - May 2007
Clarity Consultants May 2006 - August 2006
Russell Reynolds Associates May 2005 - August 2005
TIBCO Software June 2004 - August 2004
Skills
Analysis, Finance, Strategic Financial..., Financial Modeling, Valuation, Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis
Education
Cornell University - Johnson Graduate School of Management 2008 — 2011
MBA, Corporate Finance
University of San Diego School of Law 2006 — 2011
J.D.
Miami University 2002 — 2006
B.A., Philosophy
Los Gatos High School
Los Gatos High School
The Public Interest Fellowship April 2015 - Present
John Hay Initiative March 2015 - Present
Project for the Common Defense October 2014 - Present
American Enterprise Institute June 2015 - July 2015
Centerview Partners June 2014 - August 2014
American Enterprise Institute June 2012 - August 2013
Skills
International Relations, Research, Economics, Policy Analysis, Statistics, Political Science, Politics, R, C++, Palantir, Investment Banking, Microsoft Excel, Event Planning, Event Management, Strategy, Stata
Education
Princeton University 2011 — 2015
Bachelor of Arts (B.A.), Woodrow Wilson School of Public and International Affairs, 3.77/4.0
Reagan National Defense Forum 2014 — 2014
Centerview Partners January 2014 - Present
Centerview Partners August 2011 - Present
the Memorial Tournament May 2011 - June 2011
HNS Sports Group July 2010 - July 2010
HNS Sports Group May 2010 - June 2010
Skills
Microsoft Office, Customer Service, Event Planning, Microsoft Excel, PowerPoint, Microsoft Word, Facebook, Social Media, Leadership, Social Media Marketing, Marketing
Education
Miami University 2007 — 2011
B.A., Psychology (focus in Psychopathology), Italian Stuides
Richmond, The American International University in London
Italian Studies
Centerview Partners July 2015 - Present
Dean Bradley Osborne June 2014 - August 2014
Education
University of California, Berkeley 2011 — 2015
B.S., Business Administration, Walter A. Haas School of Business
St. Paul's School 2007 — 2011
FundThrough December 2014 - Present
Zillidy Inc. June 2012 - Present
Eldridge Capital Ltd. September 2009 - Present
Centerview Partners July 2006 - March 2009
UBS Investment Bank July 2001 - August 2004
Skills
Asset Backed Lending, Private Equity, Venture Capital, Investment Banking, Valuation, Corporate Finance, Financial Modeling, Mergers, Due Diligence, Investments, LBO, Capital Markets, Emerging Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Entrepreneurship
McGill University 1997 — 2001
B.Com, International Management and Finance
York Mills
Centerview Partners May 2012 - Present
UBS Investment Bank September 2011 - May 2012
UBS Investment Bank June 2010 - August 2010
BT Investment Management June 2006 - July 2009
BT Investment Management 2003 - 2006
Cap Gemini Ernst & Young June 2000 - December 2000
Skills
Financial Modeling, Investments, Valuation, Portfolio Management, Alternative Investments, Asset Managment, Equities, Mergers & Acquisitions, Hedge Funds, Capital Markets, Bloomberg, Investment Banking, Asset Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA with Distinction
University of Technology, Sydney 2000 — 2002
Bachelor of Information Technology, with Distinction
Highschool
Centerview Partners March 2014 - Present
Merrill Lynch August 2013 - February 2014
Cleary Gottlieb Steen & Hamilton LLP September 2012 - August 2013
Dalberg Global Development Advisors January 2009 - September 2009
McKinsey September 2006 - December 2008
Skills
Mergers & Acquisitions, Valuation, Corporate Law, Management Consulting, Financial Modeling, Investment Banking, Private Equity, Emerging Markets, Corporate Finance, Economics, Due Diligence, Analytics, Venture Capital, Corporate Development, Data Analysis, Sub-Saharan Africa, Public Health, Languages, Nursing, Nursing Care
Education
Yale Law School 2009 — 2012
Juris Doctor
University of Pennsylvania - The Wharton School 2001 — 2006
Bachelor of Science (BS) - Economics
University of Pennsylvania 2001 — 2006
Bachelor of Science, Nursing
EMLYON Business School
Summer Abroad (Lyon, France)
Alliance High School
Centerview Partners May 2014 - Present
Millstein & Co. April 2012 - February 2014
Miller Buckfire July 2007 - March 2012
Capital One September 2001 - June 2005
Dean and Company September 2000 - August 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Virginia 1999 — 2000
MS, Systems Engineering
University of Virginia 1995 — 1999
BS, Systems Engineering
Simsbury High School 1991 — 1995
Centerview Partners January 2012 - Present
Miller Buckfire June 2001 - December 2011
Skills
Private Equity, Valuation, Restructuring, Investment Banking, Fixed Income, Mergers & Acquisitions, LBO, Equities, Capital Markets, High Yield, Hedge Funds, Alternative Investments
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
University of Michigan
University of Michigan
NYU Langone Medical Center January 2012 - Present
Lenox Hill Hospital June 2011 - August 2011
Centerview Partners July 2007 - December 2009
Education
University of North Carolina at Chapel Hill 2010 — 2011
BSN, Nursing
University of Wisconsin-Madison 2002 — 2006
Bachelor of Science (B.S.), Zoology/Animal Biology & Psychology
TPG Capital March 2014 - Present
BlackRock February 2013 - March 2014
Centerview Partners September 2012 - February 2013
Bank of America Merrill Lynch July 2012 - August 2012
Bank of America Merrill Lynch July 2009 - July 2012
Skills
Capital IQ, DCF, Acquisitions, M&A experience, Equity Valuation, Bloomberg Terminal, Series 63, Series 79
Education
New York University 2005 — 2009
Bachelor of Arts, Political Science
Centerview Partners June 2015 - Present
Symphony Technology Group July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
ChronoWake June 2009 - September 2009
CalPERS May 2008 - August 2008
California Department of Food and Agriculture June 2007 - August 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Entrepreneurship, VBA, Bloomberg, Investment Banking, Financial Analysis, Due Diligence, Investments, Finance, LBO, DCF, Acquisitions
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. Economics, Finance, Operations and Information Management
University of Pennsylvania 2007 — 2011
B.A., Biological Basis of Behavior
Centerview Partners July 2008 - Present
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Business
The London School of Economics and Political Science (LSE) 1995 — 1998
BSc, Mathematics
Centerview Partners 2013 - Present
Centerview Partners 2012 - 2013
Lazard Frères & Co. 2010 - 2012
OSI Pharmaceuticals 2009 - 2009
Cedars-Sinai Medical Center 2004 - 2008
Skills
Medical Devices, Healthcare, Mergers & Acquisitions, Product Development, Business Development, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Due Diligence, Private Equity, Capital Markets, Corporate Development, M&A experience
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
MBA
University of California, Los Angeles 1998 — 2002
BS
Centerview Partners 2009 - Present
International Rescue Committee 2014 - Present
Columbia University Mailman School of Public Health 2012 - Present
The Brookings Institution March 2014 - Present
Merrill Lynch 2005 - 2009
Nomura Securities 2001 - 2004
JP Morgan 2000 - 2001
Education
Columbia University - School of International and Public Affairs 1999 — 2000
MIA, Finance and Business
Boğaziçi University 1994 — 1998
BA, Political Science and International Affairs
Hotchkis and Wiley Capital Management 2015 - Present
Harvard Business School 2013 - 2015
Artisan Partners June 2014 - August 2014
Kleinheinz Capital Partners February 2011 - April 2013
Centerview Partners July 2009 - January 2011
The Blackstone Group June 2008 - August 2008
The Black Bear Group May 2007 - August 2007
SignaCert December 2005 - January 2007
Skills
Financial Modeling, Investment Banking, Mergers, Equities, Strategy, Mergers & Acquisitions, Corporate Finance, Valuation, Business Development, Finance, Financial Analysis, Restructuring, Due Diligence, Private Equity, Bloomberg, Hedge Funds
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin 2006 — 2009
BBA
The University of Texas at Austin - Red McCombs School of Business 2006 — 2009
BBA
HKUST Business School
Centerview Partners Director of IntramuralsMount Saint Mary CollegeSeptember 2001 - April 2005
Education
Mount Saint Mary College 2002 — 2004
MBA, Business Administration
Widener University 1997 — 2001
BS, Business Management (Sports Management)
Euclid Inc. February 2013 - Present
Tribal Technologies September 2012 - February 2013
Centerview Partners July 2011 - November 2012
Goldman Sachs June 2010 - August 2010
Harvard University June 2009 - August 2009
Skills
Valuation, Financial Modeling, Excel, Research, Stata, Mergers, Microsoft Excel, Economics, Analysis, Investment Banking, Strategy, Business Strategy, Data Analysis, Start-ups, Market Research, Mergers & Acquisitions
Education
Harvard University 2007 — 2011
A.B. cum laude, Economics
Meghalaya Partners April 2014 - Present
Valinor Management September 2012 - March 2014
Centerview Partners April 2011 - September 2012
Wachtell, Lipton, Rosen & Katz October 2008 - April 2011
Skills
Investments, Investment Banking, Financial Modeling, Due Diligence, Private Equity, Finance, Valuation, Mergers & Acquisitions, Corporate Finance, Capital Markets, Hedge Funds
Education
Dartmouth College 2001 — 2005
B.A., History, Senior Fellow
Yale Law School 2005 — 2008
J.D.
KKR July 2013 - Present
Centerview Partners July 2010 - June 2013
Education
Cornell University 2006 — 2010
Centerview Partners September 2011 - Present
SAIC June 2002 - September 2011
Telcordia Technologies October 2000 - June 2002
Integrated Access Systems 1994 - July 1999
Skills
Windows Server, Integration, Software Documentation, System Administration, Unix, Requirements Analysis, Networking, Disaster Recovery, SDLC, Hardware, Software Installation, Data Center, Microsoft Exchange, Windows 7, Solaris, Enterprise Architecture, Software Project..., Network Security, Maintenance & Repair, Customer Support, Powershell
Education
Pratt Institute 1989 — 1992
BSEE, Electrical Engineering
Marcus Partners February 2015 - Present
AllianceBernstein April 2013 - January 2015
Centerview Partners July 2011 - April 2013
Upwardly Global July 2011 - June 2012
Kelley School of Business August 2008 - July 2011
Goldman Sachs June 2010 - August 2010
Deloitte Consulting June 2009 - August 2009
Skills
Private Equity, Microsoft Excel, Financial Modeling, Microsoft Office, Real Estate, Leadership, Financial Analysis, Market Research, Investments, PowerPoint, Team Leadership, Access, Corporate Finance, Accounting, Valuation
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Finance - Real Estate, Economics, International Studies
The Blaze September 2013 - Present
Centerview Partners September 2011 - July 2013
Miller Buckfire July 2010 - August 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Goldman Sachs June 2007 - August 2007
Skills
Valuation, Hedge Funds, Microsoft Office, Portfolio Management, Investment Banking, Private Equity, Financial Modeling, Bloomberg, Capital Markets, Corporate Finance
Education
Columbia College (NY) 2006 — 2010
B.A., Economics-Political Science
Medidata Solutions September 2011 - Present
Centerview Partners August 2008 - September 2011
UBS Investment Bank May 2006 - August 2008
Bear Stearns April 2000 - May 2006
Skills
Clinical Trials, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Go-to-market Strategy, Management, Mergers, Pharmaceutical Industry, Private Equity, Start-ups, Strategy, Valuation, Venture Capital, Executive Management, Business Strategy, Enterprise Software, Cross-functional Team..., SaaS, Entrepreneurship, Investments, Strategic Partnerships, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
Centerview Partners July 2015 - Present
Latham & Watkins July 2014 - June 2015
Cravath, Swaine & Moore LLP 2012 - July 2014
Cravath, Swaine & Moore LLP May 2011 - August 2011
US Securities and Exchange Commission May 2010 - August 2010
Lehman Brothers May 2008 - August 2008
Navigators LLC May 2006 - August 2006
Education
Georgetown University Law Center 2009 — 2012
Doctor of Law (JD), cum laude
Georgetown University - The McDonough School of Business 2005 — 2010
BSBA, Finance and International Business, magna cum laude
Centerview Partners July 2014 - Present
Rothschild June 2013 - August 2013
US Securities and Exchange Commission May 2012 - August 2012
John W. Loofbourrow Associates May 2011 - July 2011
Design Back Office July 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelors of Business Administration, Emphases in Finance and Accounting
Centerview Partners July 2009 - Present
Houlihan Lokey February 2004 - July 2009
Education
The Boston Conservatory 1996 — 1998
MM, Musical Theatre Performance
Metropolitan State University of Denver 1990 — 1994
BA, Music/Theature
Centerview Partners June 2015 - Present
Centerview Partners July 2012 - June 2015
University of Pennsylvania September 2008 - May 2012
Goldman Sachs June 2011 - August 2011
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (BA), Economics
Centerview Partners July 2013 - Present
Greenhill & Co. August 2008 - June 2013
Bank of America May 2003 - July 2006
Skills
Mergers & Acquisitions, Investment Banking, Corporate Finance, Valuation, Financial Modeling, M&A experience, LBO, Capital Markets, Private Equity, Equities, Due Diligence, Equity Capital Markets, IPO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance, General
Harvard University 1999 — 2002
Bachelor of Arts (B.A.), History and Philosophy of Science and Technology
Centerview Partners May 2014 - Present
Morgan Stanley June 2013 - May 2014
Morgan Stanley June 2012 - August 2012
Education
University of California, Berkeley 2009 — 2013
B.S., Bioengineering
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2013
B.S., Business Administration
LendingTree July 2012 - June 2015
LendingTree July 2010 - July 2012
Centerview Partners 2008 - 2010
Bear Stearns 1996 - 2008
Fidelity Investments September 1992 - June 1994
Skills
Valuation, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Tufts University
BA
Centerview Partners May 2010 - Present
J.P. Morgan July 2007 - May 2010
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Law and Business, Accounting
Haverford College 1999 — 2003
BA, Economics, Mathematics
Centerview Partners March 2010 - Present
Brown Brothers Harriman June 2008 - August 2008
Brown Brothers Harriman June 2007 - August 2007
Brown Brothers Harriman June 2006 - August 2006
Skills
Microsoft Excel, Accounting, Microsoft Word, Budgets, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Research, Financial Accounting
Education
St. John's University 2009 — 2013
Master's Degree, Accounting
University of Rhode Island 2005 — 2009
Bachelor of Science (B.S.), Accounting and Finance
Bond University 2007 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Davidson Kempner Capital Management June 2015 - Present
Davidson Kempner Capital Management June 2014 - August 2014
Centerview Partners July 2012 - June 2013
Centerview Partners August 2011 - July 2012
Miller Buckfire July 2009 - August 2011
Miller Buckfire June 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Investment Banking, Bloomberg, Capital Markets, Equities
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Amherst College 2005 — 2009
BA, Economics and Psychology
Poly Prep Country Day School 2001 — 2005
Diploma
Centerview Partners February 2014 - Present
J.P. Morgan August 2011 - February 2014
Citadel Securities July 2010 - August 2011
Bear Stearns July 2007 - June 2008
Education
Georgetown University 2003 — 2007
BSBA, Finance & Accounting
Centerview Partners July 2015 - Present
Goldman Sachs July 2012 - June 2015
Goldman Sachs June 2011 - August 2011
Lance LLC June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
West Harbor Intelligence, Inc. June 2009 - September 2009
Skills
Valuation, Capital Markets, Financial Modeling, Equities, Bloomberg, Foreign Exchange, Securities, Fixed Income, Emerging Markets, Public Speaking, Social Media, Bloomberg Terminal, Microsoft Excel, Capital IQ, PowerPoint, Data Analysis, Microsoft Office, Financial Analysis, Investment Banking, Research
Education
Columbia College (NY) 2008 — 2012
B.a., History
Centerview Partners July 2009 - Present
Education
Fashion Institute of Technology
Buying & Merchandising
Centerview Partners July 2014 - Present
Centerview Partners June 2013 - August 2013
Silver Lake Partners January 2013 - March 2013
Achieve Program June 2011 - July 2012
Silver Lake Partners June 2011 - September 2011
Drawbridge, Inc. June 2011 - September 2011
Edible Schoolyard May 2010 - June 2010
Skills
Political Science, Stata, SurveyMonkey, Politics, Survey Design, International Relations, Cloud Computing, Qualitative Research, Fundraisers, Google Docs, Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Salesforce.com, Spanish
Education
Dartmouth College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
University of Sydney
Macroeconomics and Practical Ethics
Head-Royce School 2006 — 2010
Centerview Partners January 2015 - Present
Centerview Partners August 2014 - December 2014
Morgan Stanley August 2011 - August 2014
Morgan Stanley July 2008 - August 2011
Skills
Financial Modeling, Orchestral Music, Investment Banking, Equity Research, Capital Markets
Education
University of Pennsylvania 2004 — 2008
BA, Economics, History
Centerview Partners October 2010 - Present
Davis Polk & Wardwell LLP October 2008 - October 2010
Allen & Overy July 2007 - September 2007
International Chamber of Commerce June 2006 - August 2006
University of Toronto June 2004 - August 2005
Skills
Mergers, Due Diligence, Private Equity, Venture Capital, Capital Markets, Corporate Governance, Mergers & Acquisitions, M&A experience, Investment Banking, Corporate Finance, Corporate Development, Legal Writing
Education
Harvard Law School 2005 — 2008
JD, Law
University of Toronto 2001 — 2005
B.A.Sc., Engineering Science
Bain & Company September 2013 - Present
The Clorox Company June 2012 - August 2012
Centerview Partners July 2008 - July 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Concentrations in Entrepreneurship, Finance and Marketing
Yale University 2004 — 2008
BA, History
Centerview Partners July 2006 - Present
Education
New York University
Bachelor of Arts, Humanities
Argosy University San Francisco Bay Area 2006 — 2008
Masters, Psychology
Centerview Partners June 2012 - Present
Belvedere Asset Management, LLC July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Corporate Finance, Microsoft Office, Financial Analysis, Banking, Social Media, Outlook, Photoshop, Stata
Education
Princeton University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Finance, Computer Science
Delbarton School 2002 — 2008
Las Vegas Sands Corp. March 2014 - Present
Centerview Partners December 2012 - March 2014
Education
Fordham University
BA, Economics
Regis High School
Blue Road Capital July 2014 - Present
Centerview Partners July 2011 - June 2014
Skills
Investment Banking, Financial Modeling, Private Equity, Corporate Finance, Valuation, Financial Analysis
Education
Princeton University 2007 — 2011
A.B., History, Near Eastern Studies, Environmental Studies
Riverdale Country School 1994 — 2007
Centerview Partners July 2015 - Present
Centerview Partners June 2014 - August 2014
Columbia University September 2013 - May 2014
Argo Group June 2013 - August 2013
Skills
Research, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Stata
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics-Mathematics
N.Y. Based Investment Firm July 2015 - Present
Centerview Partners July 2012 - June 2015
Barclays Capital June 2011 - August 2011
NAVSTAR Advisors June 2009 - June 2011
Harvard Extension School September 2010 - January 2011
Perennial Capital Advisors LLC May 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Capital IQ, LBO, Valuation, Financial Analysis, Statistics, Research, Data Analysis
Education
Harvard College 2008 — 2012
AB, magna cum laude in Economics
Malden Catholic High School 2004 — 2008
Centerview Partners January 2012 - Present
Miller Buckfire & Co. 2001 - 2011
Merrill Lynch 2000 - 2001
Chase Securities 1997 - 1999
Education
Dartmouth College 1992 — 1996
Centerview Partners July 2015 - Present
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.) - Summa Cum Laude, Biology, General
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (B.S.) - Summa Cum Laude, Finance
Hotchkiss School
Centerview Partners November 2013 - Present
Barclays July 2012 - October 2013
Cornerstone Research July 2006 - June 2010
Skills
Valuation, Investment Banking, Modeling, Corporate Finance
Education
MIT Sloan School of Management 2010 — 2012
Master of Business Administration (MBA)
Brandeis University 2002 — 2006
Bachelor of Arts (B.A.)
Centerview Partners August 2013 - Present
Education
Columbia University in the City of New York 2011 — 2012
Master’s Degree, Literacy Specialist
New York University 2007 — 2011
Bachelors of Science, Childhood Education and Childhood Special Education
Centerview Partners July 2012 - Present
J.P. Morgan March 2007 - July 2012
Skills
Outlook, Microsoft Excel, PowerPoint, Microsoft Office, Administrative..., Data Entry, Research, Executive..., Office Management, Management, Social Media, English, Financial Modeling
Education
St. John's University 1987 — 1991
Bachelor's degree, Finance, General
Centerview Partners May 2013 - Present
Goldman Sachs September 2011 - May 2013
Skills
Financial Modeling, Valuation, Bloomberg, Investment Banking, Equities
Education
London School of Economics and Political Science
Bachelor of Science (BSc)
Centerview Partners April 2013 - Present
Bank of America Merrill Lynch July 2008 - April 2013
Education
Indiana University Bloomington
Bachelor of Science (B.S.)
UCLA Anderson School of Management
Master of Business Administration (MBA)
Centerview Partners July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Education
University of Southern California 2005 — 2009
Centerview Partners July 2013 - Present
Centerview Partners June 2012 - August 2012
Ross, Jeffrey & Antle LLC May 2011 - August 2011
Saint Ferdinand Royal Academy of Fine Arts June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Data Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Valuation, Research, Economics, Stata
Education
Harvard College 2009 — 2013
AB, Summa Cum Laude, Economics with Secondary in Psychology
Hopkins School 2004 — 2008
Cum Laude Graduate
Centerview Partners November 2014 - Present
Barclays September 2008 - October 2014
Lehman Brothers October 1999 - September 2008
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Capital Markets, Valuation, Financial Modeling, Corporate Finance, Business Strategy, Management, Emerging Markets
Education
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (M.B.A.)