Crescent Capital Group
Industry: Asset management company
DescriptionCrescent Capital Group is an alternative investment firm focused on below investment grade credit markets with primary strategies that include funds that invest in senior bank loans, high-yield debt, mezzanine debt, special situations, and distressed securities. Headquarters: Los Angeles, CA Founded: 1991 Number of employees: 150 Founders: Mark Attanasio, Robert D. Beyer, Jean-Marc Chapus Subsidiaries: Cbdc Advisors, Llc, Sepulveda Distributors LLC, Crescent Credit Europe LLP, Tcw-Wla Jv Venture Llc Type of business: Privately held company
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Crescent Capital Group Employees
Employee
Years
Job
Industry
Eleanor Combs Eleanor Combs's Crescent Capital Group Experience June 2012 - August 2012
Job Senior Associate at MM.LaFleur
Industry Apparel & Fashion
Experience
MM.LaFleur June 2014 - August 2014
Crescent Capital Group June 2012 - August 2012
Cambridge 1-2-1 Mentoring May 2011 - May 2012
American Museum of Natural History June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Research, Financial Modeling, Social Media, Start-ups, Strategic Partnerships, Nonprofits
Education
Harvard University 2009 — 2013
A.B., Psychology
Marymount High School 2005 — 2009
MM.LaFleur June 2014 - August 2014
Crescent Capital Group June 2012 - August 2012
Cambridge 1-2-1 Mentoring May 2011 - May 2012
American Museum of Natural History June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, Research, Financial Modeling, Social Media, Start-ups, Strategic Partnerships, Nonprofits
Education
Harvard University 2009 — 2013
A.B., Psychology
Marymount High School 2005 — 2009
Taylor Egri-Thomas Taylor Egri-Thomas's Crescent Capital Group Experience June 2015 - Present
Job Trading Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2015 - Present
International Business Immersion Club October 2013 - Present
USC Marshall School of Business August 2012 - Present
Crescent Capital Group September 2014 - December 2014
SevenRooms June 2013 - August 2014
Camp Taconic July 2010 - August 2012
Education
USC Marshall School of Business 2012 — 2016
Bachelor's Degree, Business Administration
The University of Hong Kong
Bachelor's Degree, Finance and Business Economics
Columbia Grammar and Preparatory School 2009 — 2012
High School Diploma
Crescent Capital Group June 2015 - Present
International Business Immersion Club October 2013 - Present
USC Marshall School of Business August 2012 - Present
Crescent Capital Group September 2014 - December 2014
SevenRooms June 2013 - August 2014
Camp Taconic July 2010 - August 2012
Education
USC Marshall School of Business 2012 — 2016
Bachelor's Degree, Business Administration
The University of Hong Kong
Bachelor's Degree, Finance and Business Economics
Columbia Grammar and Preparatory School 2009 — 2012
High School Diploma
SAMUEL AHN SAMUEL AHN's Crescent Capital Group Experience November 2014 - March 2015
Job Sr. Investment Reporting Analyst
Industry Financial Services
Experience
Athene Asset Management March 2015 - Present
Athene Asset Management March 2015 - Present
Crescent Capital Group November 2014 - March 2015
Capital Group October 2013 - August 2014
Tradewinds Global Investors, LLC April 2005 - July 2013
State Street IMS June 2002 - January 2005
Wasington Mutual Financial Services Inc. March 2001 - May 2002
E-Dryfus Inc. May 1999 - March 2001
Skills
Trading, Operations Management, Portfolio Performance..., Account Reconciliation, Risk Analysis, Fixed Income, Back Office, Bloomberg, Mutual Funds, Equities, Options, Swaps, Portfolio Management, Investments, Investment Strategies, investment consulting, series 6, 7, 63, Equity Trading, Asset Management, Investment Banking, Financial Risk, Investment Advisory..., Securities, Bonds, FX Options, Investment Management, Finance, ETFs
Education
University of Minnesota-Twin Cities 1997 — 1999
Bachelor's degree, Econometrics and Quantitative Economics
Athene Asset Management March 2015 - Present
Athene Asset Management March 2015 - Present
Crescent Capital Group November 2014 - March 2015
Capital Group October 2013 - August 2014
Tradewinds Global Investors, LLC April 2005 - July 2013
State Street IMS June 2002 - January 2005
Wasington Mutual Financial Services Inc. March 2001 - May 2002
E-Dryfus Inc. May 1999 - March 2001
Skills
Trading, Operations Management, Portfolio Performance..., Account Reconciliation, Risk Analysis, Fixed Income, Back Office, Bloomberg, Mutual Funds, Equities, Options, Swaps, Portfolio Management, Investments, Investment Strategies, investment consulting, series 6, 7, 63, Equity Trading, Asset Management, Investment Banking, Financial Risk, Investment Advisory..., Securities, Bonds, FX Options, Investment Management, Finance, ETFs
Education
University of Minnesota-Twin Cities 1997 — 1999
Bachelor's degree, Econometrics and Quantitative Economics
Jonathan Marotta Jonathan Marotta's Crescent Capital Group Experience January 2010 - Present
Job Managing Director at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group January 2010 - Present
Skills
Private Equity, Investments, Alternative Investments, Asset Managment
Education
University of Illinois at Urbana-Champaign
BS, Accounting
Crescent Capital Group January 2010 - Present
Skills
Private Equity, Investments, Alternative Investments, Asset Managment
Education
University of Illinois at Urbana-Champaign
BS, Accounting
Kelley James's Crescent Capital Group Experience October 2011 - April 2012
Job Senior Corporate Communications Manager at Wargaming America
Industry Public Relations and Communications
Experience
Wargaming America July 2015 - Present
Wargaming America August 2013 - July 2015
Zeno Group April 2012 - August 2013
Crescent Capital Group October 2011 - April 2012
Best Buy July 2010 - July 2011
Fry Hammond Barr May 2010 - August 2010
Best Buy September 2006 - July 2010
Skills
Public Relations, Social Media, Media Relations, Press Releases, Social Media Marketing, Facebook, Editing, Strategy, Proofreading, Lead Generation, Editorial, Management, New Media, Social Networking, Sales, Swords, Blogging, Digital Media
Education
University of Central Florida
Bachelor of Sciences, Interpersonal/Organizational Communication Marketing
Wargaming America July 2015 - Present
Wargaming America August 2013 - July 2015
Zeno Group April 2012 - August 2013
Crescent Capital Group October 2011 - April 2012
Best Buy July 2010 - July 2011
Fry Hammond Barr May 2010 - August 2010
Best Buy September 2006 - July 2010
Skills
Public Relations, Social Media, Media Relations, Press Releases, Social Media Marketing, Facebook, Editing, Strategy, Proofreading, Lead Generation, Editorial, Management, New Media, Social Networking, Sales, Swords, Blogging, Digital Media
Education
University of Central Florida
Bachelor of Sciences, Interpersonal/Organizational Communication Marketing
Matthew Tinnon Matthew Tinnon's Crescent Capital Group Experience August 2015 - Present
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
Michigan State University August 2011 - May 2012
Michigan State University September 2010 - July 2011
Skills
MS Excel, MS Word, MS Powerpoint, Investment Banking, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Crescent Capital Group August 2015 - Present
Robert W. Baird & Co. July 2013 - July 2015
Robert W. Baird & Co. May 2012 - August 2012
Michigan State University August 2011 - May 2012
Michigan State University September 2010 - July 2011
Skills
MS Excel, MS Word, MS Powerpoint, Investment Banking, Microsoft Word, PowerPoint, Accounting, Microsoft Office, Microsoft Excel, Investments
Education
Michigan State University 2009 — 2013
Bachelor of Arts (B.A.), Finance, Economics
Colin O'Brien, CFA Colin O'Brien, CFA's Crescent Capital Group Experience September 2011 - Present
Job Trader at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group September 2011 - Present
Crescent Capital Group March 2006 - September 2011
Big 5 Corp September 2004 - March 2006
Skills
Hedge Funds, Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Capital Markets, Portfolio Management, Asset Management, Alternative Investments, Risk Management, Bonds
Education
St. Mary's College of California 2000 — 2004
B.S. Business Administration, 2004
Campbell Hall
Crescent Capital Group September 2011 - Present
Crescent Capital Group March 2006 - September 2011
Big 5 Corp September 2004 - March 2006
Skills
Hedge Funds, Investments, Fixed Income, Bloomberg, Equities, Asset Managment, Capital Markets, Portfolio Management, Asset Management, Alternative Investments, Risk Management, Bonds
Education
St. Mary's College of California 2000 — 2004
B.S. Business Administration, 2004
Campbell Hall
Irina Rudnitsky Irina Rudnitsky's Crescent Capital Group Experience April 2012 - Present
Job Vice President, Portfolio Administration
Industry Financial Services
Experience
Crescent Capital Group April 2012 - Present
BNY Mellon June 2005 - April 2012
Countrywide Securities Corp. 2003 - 2005
Skills
Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Mutual Funds, Asset Management, Financial Modeling, Alternative Investments, Derivatives, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Securities, Investment Banking, Wealth Management, Investment Management, Corporate Finance, Financial Markets, Investment Strategies, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, San Diego 1997 — 2001
Bachelor of Science (BS), Psychology
Crescent Capital Group April 2012 - Present
BNY Mellon June 2005 - April 2012
Countrywide Securities Corp. 2003 - 2005
Skills
Bloomberg, Fixed Income, Equities, Investments, Portfolio Management, Hedge Funds, Mutual Funds, Asset Management, Financial Modeling, Alternative Investments, Derivatives, Valuation, Capital Markets, Financial Analysis, Asset Allocation, Securities, Investment Banking, Wealth Management, Investment Management, Corporate Finance, Financial Markets, Investment Strategies, Series 7
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
Master of Business Administration (M.B.A.), Accounting and Finance
University of California, San Diego 1997 — 2001
Bachelor of Science (BS), Psychology
Jessica Stanbrook Jessica Stanbrook's Crescent Capital Group Experience February 2012 - Present
Job Crescent Capital Group
Industry Food & Beverages
Experience
J. Frances November 2014 - Present
Crescent Capital Group February 2012 - Present
Apples and Butter February 2011 - Present
Apples and Butter June 2008 - October 2014
Food Arts Magazine October 2010 - February 2011
TCW October 2007 - July 2010
The Blaze Company June 2003 - September 2007
Skills
Media Relations, Editorial, Integrated Marketing, Event Planning, Social Media, Corporate Communications, Social Media Marketing, Press Releases, Event Management, Blogging, Facebook, Marketing Communications, Crisis Communications, Publicity, Marketing, Strategic Communications, Public Relations, Social Networking, Brand Development, Internal Communications
Education
The French Culinary Institute 2010 — 2011
University of San Diego 1998 — 2002
BA, Communication Studies
La Canada High School 1995 — 1998
Poly 1984 — 1995
J. Frances November 2014 - Present
Crescent Capital Group February 2012 - Present
Apples and Butter February 2011 - Present
Apples and Butter June 2008 - October 2014
Food Arts Magazine October 2010 - February 2011
TCW October 2007 - July 2010
The Blaze Company June 2003 - September 2007
Skills
Media Relations, Editorial, Integrated Marketing, Event Planning, Social Media, Corporate Communications, Social Media Marketing, Press Releases, Event Management, Blogging, Facebook, Marketing Communications, Crisis Communications, Publicity, Marketing, Strategic Communications, Public Relations, Social Networking, Brand Development, Internal Communications
Education
The French Culinary Institute 2010 — 2011
University of San Diego 1998 — 2002
BA, Communication Studies
La Canada High School 1995 — 1998
Poly 1984 — 1995
Rebecca Flaherty Rebecca Flaherty's Crescent Capital Group Experience October 2010 - Present
Job Sr. Corporate Accountant at Crescent Capital Group, LP
Industry Investment Management
Experience
Crescent Capital Group October 2010 - Present
Starbucks October 2009 - October 2010
GGLO August 2007 - October 2009
Skills
Account Reconciliation, General Ledger, Payroll, Accounting, Cash Flow, Auditing, Financial Statements, Invoicing, Forecasting, Journal Entries, Finance, Bank Reconciliation, Analysis, Banking, Credit, Software Documentation, Budgets
Education
California State University - Monterey Bay 2012 — 2014
Master's degree, Business Administration, Management and Operations
Gonzaga University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Crescent Capital Group October 2010 - Present
Starbucks October 2009 - October 2010
GGLO August 2007 - October 2009
Skills
Account Reconciliation, General Ledger, Payroll, Accounting, Cash Flow, Auditing, Financial Statements, Invoicing, Forecasting, Journal Entries, Finance, Bank Reconciliation, Analysis, Banking, Credit, Software Documentation, Budgets
Education
California State University - Monterey Bay 2012 — 2014
Master's degree, Business Administration, Management and Operations
Gonzaga University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
Michele Fullon's Crescent Capital Group Experience June 2015 - Present
Job Compliance Operations Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2015 - Present
Prudential Financial November 2014 - May 2015
Prudential Financial October 2006 - November 2014
State Street July 2004 - August 2006
Merrill Lynch January 2003 - June 2003
Gillette January 2002 - June 2002
Skills
Fixed Income, Financial Services, Mutual Funds, Banking, Trading, Microsoft Excel, Asset Management, Financial Analysis, Asset Managment, Bloomberg, Data Analysis, Trade Compliance, 1940 Act, Derivatives, BlackRock Aladdin
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Northeastern University 2000 — 2004
BSBA, MIS and Marketing
Crescent Capital Group June 2015 - Present
Prudential Financial November 2014 - May 2015
Prudential Financial October 2006 - November 2014
State Street July 2004 - August 2006
Merrill Lynch January 2003 - June 2003
Gillette January 2002 - June 2002
Skills
Fixed Income, Financial Services, Mutual Funds, Banking, Trading, Microsoft Excel, Asset Management, Financial Analysis, Asset Managment, Bloomberg, Data Analysis, Trade Compliance, 1940 Act, Derivatives, BlackRock Aladdin
Education
City University of New York-Baruch College - Zicklin School of Business 2009 — 2012
MBA, Finance
Northeastern University 2000 — 2004
BSBA, MIS and Marketing
Lisa Poulos's Crescent Capital Group Experience May 2014 - Present
Job Office Manager at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group May 2014 - Present
Harvard Management Company January 2013 - May 2014
Harvard Management Company March 2012 - January 2013
Harvard Management Company May 2010 - March 2012
IAM O&P August 2008 - April 2010
Shawmut Design and Construction September 2007 - August 2008
Longwood Investment Advisors 2006 - 2007
Skills
Middle Office, Microsoft Excel, Confirmation, Financial Services, Event Planning, Microsoft Word, Customer Service, Outlook, Derivatives, PowerPoint, Microsoft Office, Murex, Access
Education
Endicott College 1998 — 2002
BS, Interior Design
RMHS - Reading Memorial High School
Crescent Capital Group May 2014 - Present
Harvard Management Company January 2013 - May 2014
Harvard Management Company March 2012 - January 2013
Harvard Management Company May 2010 - March 2012
IAM O&P August 2008 - April 2010
Shawmut Design and Construction September 2007 - August 2008
Longwood Investment Advisors 2006 - 2007
Skills
Middle Office, Microsoft Excel, Confirmation, Financial Services, Event Planning, Microsoft Word, Customer Service, Outlook, Derivatives, PowerPoint, Microsoft Office, Murex, Access
Education
Endicott College 1998 — 2002
BS, Interior Design
RMHS - Reading Memorial High School
Justin Vandenberg Justin Vandenberg's Crescent Capital Group Experience February 2015 - Present
Job Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group February 2015 - Present
Citco Fund Services July 2010 - January 2015
UCD Recycling March 2008 - June 2010
Healthcare Services Management December 2009 - April 2010
Skills
Accounting, Financial Statement..., P&L Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, PowerPoint, Pivot Tables, Microsoft Office, Economics, Valuation, Microsoft Word, Financial Accounting, Financial Statements, Analysis, Finance
Education
Investment Banking Institute 2011 — 2011
University of California, Davis 2006 — 2010
Managerial Economics
Carmel High School
Carmel High School
Crescent Capital Group February 2015 - Present
Citco Fund Services July 2010 - January 2015
UCD Recycling March 2008 - June 2010
Healthcare Services Management December 2009 - April 2010
Skills
Accounting, Financial Statement..., P&L Analysis, Financial Analysis, Microsoft Excel, Financial Modeling, Financial Reporting, PowerPoint, Pivot Tables, Microsoft Office, Economics, Valuation, Microsoft Word, Financial Accounting, Financial Statements, Analysis, Finance
Education
Investment Banking Institute 2011 — 2011
University of California, Davis 2006 — 2010
Managerial Economics
Carmel High School
Carmel High School
Meric Topbas Meric Topbas's Crescent Capital Group Experience January 2011 - Present
Job
Industry Investment Management
Experience
Crescent Capital Group January 2011 - Present
Skills
Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Private Equity, CLO, Structured Products, Loans, Hedge Funds, Valuation, Finance, Investment Banking, Financial Structuring, Investments, Corporate Finance
Education
Thunderbird School of Global Management 1999 — 2000
Master of International Management
Marmara University 1993 — 1997
BS
Crescent Capital Group January 2011 - Present
Skills
Structured Finance, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Private Equity, CLO, Structured Products, Loans, Hedge Funds, Valuation, Finance, Investment Banking, Financial Structuring, Investments, Corporate Finance
Education
Thunderbird School of Global Management 1999 — 2000
Master of International Management
Marmara University 1993 — 1997
BS
Henry Chung's Crescent Capital Group Experience 2015 - Present
Job Distressed Debt / Special Situations
Industry Investment Management
Experience
Crescent Capital Group 2015 - Present
Imperial Capital, LLC 2012 - 2015
Trinity Capital LLC 2010 - 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Crescent Capital Group 2015 - Present
Imperial Capital, LLC 2012 - 2015
Trinity Capital LLC 2010 - 2012
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Philosophy
Katie Kiefer's Crescent Capital Group Experience July 2012 - May 2013
Job Manager AXA Employee Benefits at AXA US
Industry Financial Services
Experience
AXA US March 2015 - Present
AXA US August 2013 - February 2015
Crescent Capital Group July 2012 - May 2013
Northwestern Mutual, The Olson Financial Group May 2011 - December 2011
J. Winthrop & Company October 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, OS X, PowerPoint, Insurance, Databases, Finance, Sales, Social Media, Leadership, Visio
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics, Political Science
Universitat Pompeu Fabra 2012 — 2012
Financial Economics, Politics
AXA US March 2015 - Present
AXA US August 2013 - February 2015
Crescent Capital Group July 2012 - May 2013
Northwestern Mutual, The Olson Financial Group May 2011 - December 2011
J. Winthrop & Company October 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, OS X, PowerPoint, Insurance, Databases, Finance, Sales, Social Media, Leadership, Visio
Education
Boston College 2009 — 2013
Bachelor of Arts, Economics, Political Science
Universitat Pompeu Fabra 2012 — 2012
Financial Economics, Politics
Sean Gildea's Crescent Capital Group Experience July 2013 - August 2013
Job Trading Associate at Eaton Vance
Industry
Experience
Eaton Vance June 2015 - Present
Commonwealth Financial Network May 2014 - August 2014
Crescent Capital Group July 2013 - August 2013
Suffolk County District Attorney's Office June 2013 - August 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.)
Reading Memorial High School 2007 — 2011
Eaton Vance June 2015 - Present
Commonwealth Financial Network May 2014 - August 2014
Crescent Capital Group July 2013 - August 2013
Suffolk County District Attorney's Office June 2013 - August 2013
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.)
Reading Memorial High School 2007 — 2011
Mandy Epler Brown Mandy Epler Brown's Crescent Capital Group Experience August 2011 - Present
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Skills
Valuation, Financial Modeling, Asset Managment, Bloomberg, Investments, Equities, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Banking, Mutual Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Business Economics
Crescent Capital Group August 2011 - Present
Bank of America Merrill Lynch July 2009 - July 2011
Skills
Valuation, Financial Modeling, Asset Managment, Bloomberg, Investments, Equities, Due Diligence, Financial Analysis, Private Equity, Capital Markets, Mergers & Acquisitions, Portfolio Management, Fixed Income, Investment Banking, Mutual Funds, Asset Management
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
University of California, Los Angeles 2005 — 2009
Business Economics
Hayes Olofson Hayes Olofson's Crescent Capital Group Experience August 2013 - Present
Job Vice President at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group August 2013 - Present
Kellogg School of Management June 2012 - August 2013
Maranon Capital January 2010 - June 2012
Houlihan Lokey July 2007 - January 2010
LaSalle Bank 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2013
MBA, Finance, Management Strategy, Managerial Economics and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Crescent Capital Group August 2013 - Present
Kellogg School of Management June 2012 - August 2013
Maranon Capital January 2010 - June 2012
Houlihan Lokey July 2007 - January 2010
LaSalle Bank 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2013
MBA, Finance, Management Strategy, Managerial Economics and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Walter Figueroa Walter Figueroa's Crescent Capital Group Experience May 2014 - October 2014
Job Acquisitions
Industry Venture Capital & Private Equity
Experience
VCA Antech November 2014 - Present
Crescent Capital Group May 2014 - October 2014
Fidelity Investments February 2012 - January 2014
Fidelity Investments October 2010 - February 2012
Fidelity Investments July 2008 - October 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments September 2006 - September 2007
Fidelity Investments June 2005 - September 2006
Skills
Financial Analysis, Accounting, Account Reconciliation, Data Analysis, Auditing, Variance Analysis, Fund Accounting, Financial Reporting, Financial Services, Mutual Funds, Banking, Finance, Analysis, Training, Process Improvement, Securities, Statistical Analysis, Brio Query, PowerPoint, Excel, Oracle, Operations Management, Accounting Projects, Custody, Record Keeping, Corporate Finance, Cash Reporting, Hyperion Enterprise, Corporate Financial..., Employee Development, Strategic Planning, Mentoring, System Testing, Information Management, Managerial Finance, US GAAP, Data Mining, Financial Variance..., Databases, DCF Valuation, Cash Flow Forecasting, LBO, Merger Model, Financial Modeling, General Ledger, Valuation, Essbase, Bloomberg, Cash Management, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
University of Massachusetts, Amherst
Bachelor's degree, Economics and Spanish
VCA Antech November 2014 - Present
Crescent Capital Group May 2014 - October 2014
Fidelity Investments February 2012 - January 2014
Fidelity Investments October 2010 - February 2012
Fidelity Investments July 2008 - October 2010
Fidelity Investments September 2007 - July 2008
Fidelity Investments September 2006 - September 2007
Fidelity Investments June 2005 - September 2006
Skills
Financial Analysis, Accounting, Account Reconciliation, Data Analysis, Auditing, Variance Analysis, Fund Accounting, Financial Reporting, Financial Services, Mutual Funds, Banking, Finance, Analysis, Training, Process Improvement, Securities, Statistical Analysis, Brio Query, PowerPoint, Excel, Oracle, Operations Management, Accounting Projects, Custody, Record Keeping, Corporate Finance, Cash Reporting, Hyperion Enterprise, Corporate Financial..., Employee Development, Strategic Planning, Mentoring, System Testing, Information Management, Managerial Finance, US GAAP, Data Mining, Financial Variance..., Databases, DCF Valuation, Cash Flow Forecasting, LBO, Merger Model, Financial Modeling, General Ledger, Valuation, Essbase, Bloomberg, Cash Management, Private Equity
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2015 — 2017
University of Massachusetts, Amherst
Bachelor's degree, Economics and Spanish
Kimberly Grant's Crescent Capital Group Experience July 2005 - Present
Job
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group July 2005 - Present
TCW/Crescent Mezzanine July 2005 - December 2010
Rustic Canyon Partners July 2000 - May 2002
Credit Suisse August 1998 - June 2000
Education
Harvard Business School 2003 — 2005
University of Notre Dame 1994 — 1998
Crescent Capital Group July 2005 - Present
TCW/Crescent Mezzanine July 2005 - December 2010
Rustic Canyon Partners July 2000 - May 2002
Credit Suisse August 1998 - June 2000
Education
Harvard Business School 2003 — 2005
University of Notre Dame 1994 — 1998
Alexander Chi Alexander Chi's Crescent Capital Group Experience June 2015 - Present
Job Associate at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group June 2015 - Present
Northwestern Mutual Capital July 2012 - April 2015
Northwestern Mutual Capital May 2011 - August 2011
BlackRock May 2010 - July 2010
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
International School of Beijing 2003 — 2008
Crescent Capital Group June 2015 - Present
Northwestern Mutual Capital July 2012 - April 2015
Northwestern Mutual Capital May 2011 - August 2011
BlackRock May 2010 - July 2010
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
Bachelor of Business Administration (BBA), Finance
University of Michigan 2008 — 2012
Bachelor of Arts (BA), Economics
International School of Beijing 2003 — 2008
John DiSantis John DiSantis's Crescent Capital Group Experience August 2014 - Present
Job Fund Accountant at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2014 - Present
BNY Mellon December 2007 - June 2014
Bank of America June 2006 - November 2007
Skills
Operations Management, Fraud Detection, Security Training, Financial Analysis, Business Strategy, Organizational..., Equities, Account Reconciliation, Fixed Income, Mutual Funds, Financial Services, Investments, Accounting, Auditing, Trading, Corporate Actions, Fund Accounting, Financial Modeling, Analysis, General Ledger
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Delaware 2003 — 2007
BS, Business Administration and Management, General
Crescent Capital Group August 2014 - Present
BNY Mellon December 2007 - June 2014
Bank of America June 2006 - November 2007
Skills
Operations Management, Fraud Detection, Security Training, Financial Analysis, Business Strategy, Organizational..., Equities, Account Reconciliation, Fixed Income, Mutual Funds, Financial Services, Investments, Accounting, Auditing, Trading, Corporate Actions, Fund Accounting, Financial Modeling, Analysis, General Ledger
Education
Wilmington University 2012 — 2013
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Delaware 2003 — 2007
BS, Business Administration and Management, General
Cristin Udall's Crescent Capital Group Experience June 2011 - July 2012
Job Ernst & Young LLP
Industry Management Consulting
Experience
Ernst & Young January 2013 - Present
Crescent Capital Group June 2011 - July 2012
Infomercials, Inc. June 2008 - June 2011
Philips May 2005 - June 2008
Skills
Financial Analysis, Human Resources, Strategy, Project Management, Microsoft Office, Change Management, Due Diligence, Financial Modeling, Talent Management, Finance, Corporate Finance, Financial Reporting, US GAAP, Financial Accounting, Accounting, SharePoint, SHRM, Workday, SAP, ADP Payroll, PeopleSoft, Consulting, HRIS Database Management, Recruiting
Education
Brigham Young University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science - Business Management
Brigham Young University
Master of Public Administration (MPA), (MBA) Emphasis - Human Resources
Utah Valley University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science - Business Management
Ernst & Young January 2013 - Present
Crescent Capital Group June 2011 - July 2012
Infomercials, Inc. June 2008 - June 2011
Philips May 2005 - June 2008
Skills
Financial Analysis, Human Resources, Strategy, Project Management, Microsoft Office, Change Management, Due Diligence, Financial Modeling, Talent Management, Finance, Corporate Finance, Financial Reporting, US GAAP, Financial Accounting, Accounting, SharePoint, SHRM, Workday, SAP, ADP Payroll, PeopleSoft, Consulting, HRIS Database Management, Recruiting
Education
Brigham Young University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science - Business Management
Brigham Young University
Master of Public Administration (MPA), (MBA) Emphasis - Human Resources
Utah Valley University
Bachelor of Applied Science (B.A.Sc.), Kinesiology and Exercise Science - Business Management
April Valot's Crescent Capital Group Experience November 2013 - January 2014
Job Executive Assistant at Crestview Partners, LLC
Industry Financial Services
Experience
Crestview Partners, LLC March 2014 - Present
Crescent Capital Group November 2013 - January 2014
Morgan Stanley Investment Management April 2013 - November 2013
Medical Doctors of Anesthesiology November 2009 - March 2013
Crozier Fine Arts July 2008 - September 2009
Modell's Sporting Goods January 2008 - July 2008
CVS Caremark Corporation July 2007 - November 2007
Enterprise Rent-A-Car April 2004 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Performance Management, Onboarding, Management, Sourcing, Talent Acquisition, Personnel Management, HR Policies, Employee Benefits, Coaching, Marketing, Outlook, Interviews, HRIS, Hiring, PeopleSoft, Vendor Management, FMLA, Office Management, College Recruiting, Account Management, Employee Training, Applicant Tracking..., Payroll, Deferred Compensation, Organization, Employee Engagement, New Hire Orientations, Tracking Budget Expenses, Travel Arrangements, Itineraries, Executive..., Digital Photography, Event Photography, Photojournalism, Commercial Photography, Customer Service
Education
SUNY College at Old Westbury 2002 — 2004
BA, Business Management
Nassau Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Fashion Merchandising and Buying
Crestview Partners, LLC March 2014 - Present
Crescent Capital Group November 2013 - January 2014
Morgan Stanley Investment Management April 2013 - November 2013
Medical Doctors of Anesthesiology November 2009 - March 2013
Crozier Fine Arts July 2008 - September 2009
Modell's Sporting Goods January 2008 - July 2008
CVS Caremark Corporation July 2007 - November 2007
Enterprise Rent-A-Car April 2004 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Performance Management, Onboarding, Management, Sourcing, Talent Acquisition, Personnel Management, HR Policies, Employee Benefits, Coaching, Marketing, Outlook, Interviews, HRIS, Hiring, PeopleSoft, Vendor Management, FMLA, Office Management, College Recruiting, Account Management, Employee Training, Applicant Tracking..., Payroll, Deferred Compensation, Organization, Employee Engagement, New Hire Orientations, Tracking Budget Expenses, Travel Arrangements, Itineraries, Executive..., Digital Photography, Event Photography, Photojournalism, Commercial Photography, Customer Service
Education
SUNY College at Old Westbury 2002 — 2004
BA, Business Management
Nassau Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Fashion Merchandising and Buying
Pete Mitchell's Crescent Capital Group Experience April 2015 - Present
Job Senior Vice President at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group April 2015 - Present
Thornburg Investment Management May 2012 - April 2015
Hedge Fund 2010 - 2012
Snow Capital Management L.P. 2005 - 2010
Gregory J Schwartz & Co. March 2004 - September 2005
National Football League 1995 - 2004
Skills
Management
Education
Boston College 1990 — 1994
BS, Communications
Birmingham Brother Rice High School 1986 — 1990
Crescent Capital Group April 2015 - Present
Thornburg Investment Management May 2012 - April 2015
Hedge Fund 2010 - 2012
Snow Capital Management L.P. 2005 - 2010
Gregory J Schwartz & Co. March 2004 - September 2005
National Football League 1995 - 2004
Skills
Management
Education
Boston College 1990 — 1994
BS, Communications
Birmingham Brother Rice High School 1986 — 1990
Michael Moorhead Jr.'s Crescent Capital Group Experience May 2015 - July 2015
Job Summer Intern at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group May 2015 - July 2015
Merrill Lynch November 2014 - January 2015
Emmes Asset Management May 2014 - August 2014
Roger Dunn Golf Shops May 2013 - August 2013
Campus Deliveries, Inc. January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Research, Time Management, Real Estate, Acquisitions, Asset Management, Real Estate Development, Mergers & Acquisitions, Investments, Microsoft Excel, Finance
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Bachelor of Science in Policy, Planning, and Development (Real Estate Development Track), Business Finance (Minor)
Investment Banking Institute 2014 — 2014
Intensive 4-week financial modeling and valuation training program
Corona Del Mar High School 2008 — 2012
Crescent Capital Group May 2015 - July 2015
Merrill Lynch November 2014 - January 2015
Emmes Asset Management May 2014 - August 2014
Roger Dunn Golf Shops May 2013 - August 2013
Campus Deliveries, Inc. January 2013 - May 2013
Skills
Microsoft Office, Customer Service, Research, Time Management, Real Estate, Acquisitions, Asset Management, Real Estate Development, Mergers & Acquisitions, Investments, Microsoft Excel, Finance
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Bachelor of Science in Policy, Planning, and Development (Real Estate Development Track), Business Finance (Minor)
Investment Banking Institute 2014 — 2014
Intensive 4-week financial modeling and valuation training program
Corona Del Mar High School 2008 — 2012
Austin Parker's Crescent Capital Group Experience March 2015 - Present
Job Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Crescent Capital Group March 2015 - Present
Fidelity Investments July 2013 - March 2015
Hughey Center for Financial Services September 2012 - May 2013
Eaton Vance June 2012 - September 2012
Talon Asset Management, LLC June 2010 - August 2011
Skills
Bloomberg, Capital IQ, Microsoft Excel, Microsoft Word, Outlook, Finance, Portfolio Management, Investments, Trading, Analysis, Financial Modeling, Competitive Analysis, Microsoft Office, Financial Analysis, PowerPoint, Mutual Funds, Bloomberg Terminal
Education
Bentley University 2009 — 2013
B.S., Finance
The University of Manchester 2011 — 2011
Skaneateles High School 2005 — 2009
Matthew Dunnigan Matthew Dunnigan's Crescent Capital Group Experience September 2013 - October 2014
Job Global Treasurer at Restaurant Brands International
Industry Restaurants
Experience
Restaurant Brands International December 2014 - Present
Burger King Corporation October 2014 - Present
Crescent Capital Group September 2013 - October 2014
Wharton Private Equity & Venture Capital Conference February 2012 - May 2013
H.I.G. Capital July 2008 - June 2011
Bear, Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Hedge Funds, Investment Management, Restructuring, Debt Restructuring, Portfolio Management, Venture Capital, Leveraged Finance, Investments, Capital Markets, Corporate Finance, Growth Capital, Investing, Credit Analysis, Distressed Debt, High Yield Bonds, Fixed Income, Capital Structure, Relative Value, Business Analysis, Company Valuation, Competitive Analysis, Negotiation, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance
Bucknell University 2002 — 2006
BS, Business, Economics
Restaurant Brands International December 2014 - Present
Burger King Corporation October 2014 - Present
Crescent Capital Group September 2013 - October 2014
Wharton Private Equity & Venture Capital Conference February 2012 - May 2013
H.I.G. Capital July 2008 - June 2011
Bear, Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Hedge Funds, Investment Management, Restructuring, Debt Restructuring, Portfolio Management, Venture Capital, Leveraged Finance, Investments, Capital Markets, Corporate Finance, Growth Capital, Investing, Credit Analysis, Distressed Debt, High Yield Bonds, Fixed Income, Capital Structure, Relative Value, Business Analysis, Company Valuation, Competitive Analysis, Negotiation, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance
Bucknell University 2002 — 2006
BS, Business, Economics
Kelly Russo Kelly Russo's Crescent Capital Group Experience July 2014 - Present
Job Executive Assistant at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group July 2014 - Present
GAM November 2007 - May 2014
Oppenheimer & Co. June 2006 - November 2007
Skills
Bloomberg, Hedge Funds, Equities, Portfolio Management, Microsoft Excel, Microsoft Office, Fixed Income, Alternative Investments, Asset Management, Management
Education
University of Delaware 2002 — 2006
Bachelor of Arts (BA), Psychology
Crescent Capital Group July 2014 - Present
GAM November 2007 - May 2014
Oppenheimer & Co. June 2006 - November 2007
Skills
Bloomberg, Hedge Funds, Equities, Portfolio Management, Microsoft Excel, Microsoft Office, Fixed Income, Alternative Investments, Asset Management, Management
Education
University of Delaware 2002 — 2006
Bachelor of Arts (BA), Psychology
Jacob Hixon's Crescent Capital Group Experience March 2014 - Present
Job Associate at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group March 2014 - Present
NewStar Financial June 2012 - February 2014
Kamylon Capital November 2011 - February 2012
State Street June 2011 - August 2011
New England Private Wealth Advisors May 2010 - December 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance and Economics
Lorenzo de'Medici 2011 — 2011
Economics, Marketing, Italian
Crescent Capital Group March 2014 - Present
NewStar Financial June 2012 - February 2014
Kamylon Capital November 2011 - February 2012
State Street June 2011 - August 2011
New England Private Wealth Advisors May 2010 - December 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance and Economics
Lorenzo de'Medici 2011 — 2011
Economics, Marketing, Italian
Gia Heimlich, CPA, CFA's Crescent Capital Group Experience June 2012 - Present
Job Vice President at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2012 - Present
HighPoint Capital October 2007 - July 2012
PricewaterhouseCoopers September 2005 - October 2007
Education
University of Richmond 2001 — 2005
Bachelor of Science, Accounting and Finance
University of Richmond - Robins School of Business 2001 — 2005
Lynnfield High School
Crescent Capital Group June 2012 - Present
HighPoint Capital October 2007 - July 2012
PricewaterhouseCoopers September 2005 - October 2007
Education
University of Richmond 2001 — 2005
Bachelor of Science, Accounting and Finance
University of Richmond - Robins School of Business 2001 — 2005
Lynnfield High School
Daniel Honeker's Crescent Capital Group Experience July 2005 - Present
Job Managing Director at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group July 2005 - Present
Canterbury Capital Partners August 2001 - July 2005
IBJ Whitehall 1997 - 2001
Skills
Capital Markets, Private Equity, Leveraged Finance, Equities, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Venture Capital, Due Diligence, Asset Management, Investments, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, LBO
Education
College of the Holy Cross 1987 — 1991
BA
Seton Hall University 1994 — 1996
MBA, Finance
Delbarton
Crescent Capital Group July 2005 - Present
Canterbury Capital Partners August 2001 - July 2005
IBJ Whitehall 1997 - 2001
Skills
Capital Markets, Private Equity, Leveraged Finance, Equities, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Venture Capital, Due Diligence, Asset Management, Investments, Fixed Income, Alternative Investments, Bloomberg, Portfolio Management, LBO
Education
College of the Holy Cross 1987 — 1991
BA
Seton Hall University 1994 — 1996
MBA, Finance
Delbarton
Jared Adler's Crescent Capital Group Experience August 2014 - Present
Job Research Analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group August 2014 - Present
Sterne Agee September 2010 - August 2014
Prudential Capital Group July 2007 - July 2010
Huron Consulting Group July 2005 - June 2007
Skills
Credit Analysis, Financial Modeling, Industry Analysis, Financial Analysis, Due Diligence, Corporate Finance, Credit, Fixed Income, Bloomberg, Debt, Excel, High Yield, Research, Mezzanine, Bonds, Private Placements, Series 7
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration with area of, Finance & Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration, Finance
Crescent Capital Group August 2014 - Present
Sterne Agee September 2010 - August 2014
Prudential Capital Group July 2007 - July 2010
Huron Consulting Group July 2005 - June 2007
Skills
Credit Analysis, Financial Modeling, Industry Analysis, Financial Analysis, Due Diligence, Corporate Finance, Credit, Fixed Income, Bloomberg, Debt, Excel, High Yield, Research, Mezzanine, Bonds, Private Placements, Series 7
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Business Administration with area of, Finance & Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration, Finance
Seth Healy's Crescent Capital Group Experience April 2011 - Present
Job Senior Vice President, Investor Relations at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group April 2011 - Present
Goldman Sachs October 2009 - April 2011
Goldman Sachs Asset Management September 2004 - September 2009
Lord Abbett June 2000 - August 2004
Ford Motor Credit Company August 1998 - June 2000
Skills
Alternative Investments, Asset Managment, CRM, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Investor Relations, Marketing, Mutual Funds, New Business Development, Portfolio Management, Strategy, Asset Management, Private Equity
Education
Ramapo College of New Jersey 1994 — 1998
BS, Business Marketing
Kearny High School 1990 — 1994
General Studies
Securities Licenses
Crescent Capital Group April 2011 - Present
Goldman Sachs October 2009 - April 2011
Goldman Sachs Asset Management September 2004 - September 2009
Lord Abbett June 2000 - August 2004
Ford Motor Credit Company August 1998 - June 2000
Skills
Alternative Investments, Asset Managment, CRM, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Investor Relations, Marketing, Mutual Funds, New Business Development, Portfolio Management, Strategy, Asset Management, Private Equity
Education
Ramapo College of New Jersey 1994 — 1998
BS, Business Marketing
Kearny High School 1990 — 1994
General Studies
Securities Licenses
George Hawley's Crescent Capital Group Experience July 2012 - Present
Job General Counsel at Crescent Capital Group
Industry Law Practice
Experience
Crescent Capital Group July 2012 - Present
Trust Company of the West May 2008 - July 2012
Paul Hastings April 2000 - April 2008
Baker, Keener & Nahra September 1994 - April 2000
Skills
Securities, Corporate Governance, Private Equity, Litigation, Mergers, Commercial Litigation, Restructuring, Corporate Law, Joint Ventures, Licensing, Asset Management, Capital Markets, Hedge Funds, Investments, Securities Regulation, Alternative Investments
Education
Loyola Law School, Los Angeles 1991 — 1994
JD, Law
University of Notre Dame 1986 — 1990
Bachelor of Arts, Government
Loyola High School 1982 — 1986
High School Dipolma, High School/Secondary Diplomas and Certificates
Pilgrim School
St. Brendan School
Crescent Capital Group July 2012 - Present
Trust Company of the West May 2008 - July 2012
Paul Hastings April 2000 - April 2008
Baker, Keener & Nahra September 1994 - April 2000
Skills
Securities, Corporate Governance, Private Equity, Litigation, Mergers, Commercial Litigation, Restructuring, Corporate Law, Joint Ventures, Licensing, Asset Management, Capital Markets, Hedge Funds, Investments, Securities Regulation, Alternative Investments
Education
Loyola Law School, Los Angeles 1991 — 1994
JD, Law
University of Notre Dame 1986 — 1990
Bachelor of Arts, Government
Loyola High School 1982 — 1986
High School Dipolma, High School/Secondary Diplomas and Certificates
Pilgrim School
St. Brendan School
James Alexander Ivers's Crescent Capital Group Experience August 2013 - July 2014
Job Investment Analyst at IFC International Finance Corporation
Industry International Trade and Development
Experience
IFC - International Finance Corporation July 2014 - Present
Crescent Capital Group August 2013 - July 2014
Citi June 2010 - June 2013
U.S. Department of the Treasury September 2009 - December 2009
The TCW Group June 2009 - August 2009
Skills
Leveraged Finance, Valuation, Investment Banking, Fixed Income, LBO, Capital Markets, Emerging Markets, International Business, International..., Corporate Finance, Financial Analysis, Due Diligence, Credit Analysis
Education
Georgetown University 2006 — 2010
BSFS, International Economics
IFC - International Finance Corporation July 2014 - Present
Crescent Capital Group August 2013 - July 2014
Citi June 2010 - June 2013
U.S. Department of the Treasury September 2009 - December 2009
The TCW Group June 2009 - August 2009
Skills
Leveraged Finance, Valuation, Investment Banking, Fixed Income, LBO, Capital Markets, Emerging Markets, International Business, International..., Corporate Finance, Financial Analysis, Due Diligence, Credit Analysis
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Joseph Kaufman's Crescent Capital Group Experience 2005 - Present
Job Managing Director at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group 2005 - Present
Canterbury Capital 2001 - 2005
BNP Paribas 1996 - 2001
Citicorp 1993 - 1996
Coopers & Lybrand 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1983 — 1987
BBA, Accounting
Crescent Capital Group 2005 - Present
Canterbury Capital 2001 - 2005
BNP Paribas 1996 - 2001
Citicorp 1993 - 1996
Coopers & Lybrand 1987 - 1991
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Massachusetts, Amherst 1983 — 1987
BBA, Accounting
Krissy Eagan's Crescent Capital Group Experience February 2015 - Present
Job Executive Assistant at Crescent Capital Group
Industry Investment Banking
Experience
Crescent Capital Group February 2015 - Present
Andell, Inc. July 2007 - February 2015
Doner Advertising 2005 - 2007
Skills
Marketing, Event Planning, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Project Management, Event Management, Online Advertising, Budgets, Strategic Planning, Public Relations, Marketing Strategy, Marketing Communications, Digital Media, Advertising
Education
University of South Florida 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Crescent Capital Group February 2015 - Present
Andell, Inc. July 2007 - February 2015
Doner Advertising 2005 - 2007
Skills
Marketing, Event Planning, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Project Management, Event Management, Online Advertising, Budgets, Strategic Planning, Public Relations, Marketing Strategy, Marketing Communications, Digital Media, Advertising
Education
University of South Florida 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Carl Dulay's Crescent Capital Group Experience June 2015 - Present
Job Fund analyst at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2015 - Present
Citco Fund Services June 2012 - May 2015
International Fund Services August 2008 - March 2012
State Street August 2007 - August 2008
Skills
Accounting, Financial Analysis, Excel, Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Pricing, Fund Administration, NAV, Equities, Account Reconciliation, Bloomberg Terminal
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
Crescent Capital Group June 2015 - Present
Citco Fund Services June 2012 - May 2015
International Fund Services August 2008 - March 2012
State Street August 2007 - August 2008
Skills
Accounting, Financial Analysis, Excel, Bloomberg, Fund Accounting, Mutual Funds, Hedge Funds, Pricing, Fund Administration, NAV, Equities, Account Reconciliation, Bloomberg Terminal
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
Noah Fradin's Crescent Capital Group Experience July 2013 - August 2013
Job Student at Brown University
Industry Internet
Experience
RetailMeNot, Inc. June 2014 - August 2014
Crescent Capital Group July 2013 - August 2013
CherryCard April 2011 - 2013
UCLA July 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Business Strategy, Strategy, Product Management, Business Development, Marketing Strategy, Social Networking, Digital Strategy, Online Advertising
Education
Brown University 2011 — 2015
Oakwood School 2007 — 2011
RetailMeNot, Inc. June 2014 - August 2014
Crescent Capital Group July 2013 - August 2013
CherryCard April 2011 - 2013
UCLA July 2010 - August 2010
Skills
Entrepreneurship, Start-ups, Business Strategy, Strategy, Product Management, Business Development, Marketing Strategy, Social Networking, Digital Strategy, Online Advertising
Education
Brown University 2011 — 2015
Oakwood School 2007 — 2011
Robert Feller's Crescent Capital Group Experience October 2013 - Present
Job Senior Vice President, Client Relations at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group October 2013 - Present
James Alpha Management LLC April 2010 - October 2013
Armored Wolf LLC February 2009 - April 2010
Hartford Mutual Funds March 1996 - December 2008
Education
University of California, Los Angeles 1986 — 1991
BS, Mathematics Applied Science/Economics
UCLA
Crescent Capital Group October 2013 - Present
James Alpha Management LLC April 2010 - October 2013
Armored Wolf LLC February 2009 - April 2010
Hartford Mutual Funds March 1996 - December 2008
Education
University of California, Los Angeles 1986 — 1991
BS, Mathematics Applied Science/Economics
UCLA
Jessica Polonsky's Crescent Capital Group Experience August 2008 - January 2011
Job Showrunner Asst
Industry Entertainment
Experience
Dont Trust the Bitch in Apt 23 July 2011 - Present
Sony Pictures Television January 2011 - July 2011
Crescent Capital Group August 2008 - January 2011
RM Alden Research Laboratory June 2007 - August 2007
Education
Colgate University 2003 — 2007
BA, Biology, Spanish
Brentwood School 1999 — 2003
Dont Trust the Bitch in Apt 23 July 2011 - Present
Sony Pictures Television January 2011 - July 2011
Crescent Capital Group August 2008 - January 2011
RM Alden Research Laboratory June 2007 - August 2007
Education
Colgate University 2003 — 2007
BA, Biology, Spanish
Brentwood School 1999 — 2003
Elizabeth Ko Youn's Crescent Capital Group Experience 2007 - Present
Job Senior Vice President at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group 2007 - Present
Goldman Sachs 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Financial Modeling, LBO, Investment Banking, Private Equity, Strategy, Valuation, Corporate Development
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of California, Berkeley 1997 — 2001
BA, Economics
Crescent Capital Group 2007 - Present
Goldman Sachs 2002 - 2005
Morgan Stanley 2001 - 2002
Skills
Financial Modeling, LBO, Investment Banking, Private Equity, Strategy, Valuation, Corporate Development
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of California, Berkeley 1997 — 2001
BA, Economics
Edison Ngo's Crescent Capital Group Experience September 2014 - Present
Job Information Technology and Services Consultant at Crescent Capital Group
Industry Information Technology and Services
Experience
General Networks Corporation September 2014 - Present
Crescent Capital Group September 2014 - Present
Morgan Stanley May 2013 - August 2014
Berkery, Noyes & Co., LLC February 2012 - May 2013
TCS Premier September 2008 - February 2012
GlobeOp Financial Services February 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Analysis, Financial Analysis, Equities, Vendor Management, Investments, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (BBA), Business Administration and Management, General
General Networks Corporation September 2014 - Present
Crescent Capital Group September 2014 - Present
Morgan Stanley May 2013 - August 2014
Berkery, Noyes & Co., LLC February 2012 - May 2013
TCS Premier September 2008 - February 2012
GlobeOp Financial Services February 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Analysis, Financial Analysis, Equities, Vendor Management, Investments, Finance
Education
City University of New York-Brooklyn College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jonathan G. McCabe's Crescent Capital Group Experience November 2014 - January 2015
Job Corporate Accounting and Treasury
Industry Investment Management
Experience
Ares Management April 2015 - Present
Crescent Capital Group November 2014 - January 2015
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman October 2010 - January 2013
Brown Brothers Harriman April 2008 - October 2010
Skills
Microsoft Office, Fixed Income, Bloomberg Terminal, Derivatives, Private Equity, Alternative Assets, Fund Of Funds, Hedge Funds, Overlays, Fund Accounting, Technical Leadership, Account Reconciliation, Hands-on Training, Mutual Funds, Securities, Lotus Notes, Settlement, Middle Office, ETFs, Foreign Exchange, Swaps, Cash Management, Back Office, Financial Services, Microsoft Excel, Financial Analysis, Equities, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2002 — 2007
BSBA, Marketing
Ares Management April 2015 - Present
Crescent Capital Group November 2014 - January 2015
Brown Brothers Harriman January 2013 - October 2013
Brown Brothers Harriman October 2010 - January 2013
Brown Brothers Harriman April 2008 - October 2010
Skills
Microsoft Office, Fixed Income, Bloomberg Terminal, Derivatives, Private Equity, Alternative Assets, Fund Of Funds, Hedge Funds, Overlays, Fund Accounting, Technical Leadership, Account Reconciliation, Hands-on Training, Mutual Funds, Securities, Lotus Notes, Settlement, Middle Office, ETFs, Foreign Exchange, Swaps, Cash Management, Back Office, Financial Services, Microsoft Excel, Financial Analysis, Equities, Bloomberg, Finance
Education
Suffolk University - Sawyer School of Management 2002 — 2007
BSBA, Marketing
Lynne Sanders's Crescent Capital Group Experience October 2013 - Present
Job Golub Capital
Industry Financial Services
Experience
Golub Capital April 2015 - Present
Crescent Capital Group October 2013 - Present
Armored Wolf LLC July 2011 - October 2013
Deerfield Capital Management October 2005 - July 2011
JPMorgan Chase 1986 - 2004
Skills
Investments, Leveraged Finance, Banking, High Yield, Loans, Fixed Income, Alternative Investments, Capital Markets, Financial Modeling, Financial Analysis, Trading, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Loyola University of Chicago 1986 — 1991
BA, Finance
Golub Capital April 2015 - Present
Crescent Capital Group October 2013 - Present
Armored Wolf LLC July 2011 - October 2013
Deerfield Capital Management October 2005 - July 2011
JPMorgan Chase 1986 - 2004
Skills
Investments, Leveraged Finance, Banking, High Yield, Loans, Fixed Income, Alternative Investments, Capital Markets, Financial Modeling, Financial Analysis, Trading, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
MBA, Finance
Loyola University of Chicago 1986 — 1991
BA, Finance
Ethan Chen's Crescent Capital Group Experience May 2013 - Present
Job Analyst at Crescent Capital Group
Industry Banking
Experience
Crescent Capital Group May 2013 - Present
pacific alternative asset management company June 2010 - May 2013
Scottrade March 2009 - March 2010
Skills
Asset Managment, Investments, PowerPoint, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equities, Hedge Funds, Finance, Portfolio Management
Education
University of California, Riverside 2006 — 2010
B.S., Business Administration: Finance
Crescent Capital Group May 2013 - Present
pacific alternative asset management company June 2010 - May 2013
Scottrade March 2009 - March 2010
Skills
Asset Managment, Investments, PowerPoint, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Equities, Hedge Funds, Finance, Portfolio Management
Education
University of California, Riverside 2006 — 2010
B.S., Business Administration: Finance
Albert R. Lee's Crescent Capital Group Experience 2015 - Present
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group 2015 - Present
SevenRooms 2014 - 2015
Crescent Capital Group 2010 - 2013
Lazard 2009 - 2010
Ares Management 2008 - 2009
Lehman Brothers 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Operations & Information Management
Columbia University in the City of New York 2004 — 2007
BA, Economics
Crescent Capital Group 2015 - Present
SevenRooms 2014 - 2015
Crescent Capital Group 2010 - 2013
Lazard 2009 - 2010
Ares Management 2008 - 2009
Lehman Brothers 2007 - 2008
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance and Operations & Information Management
Columbia University in the City of New York 2004 — 2007
BA, Economics
Dan Pavlinik's Crescent Capital Group Experience 2005 - 2006
Job Business Development Officer Financial Sponsors Group at A10 Capital
Industry Financial Services
Experience
A10 Capital May 2013 - Present
UBS Investment Bank March 2010 - April 2013
Citi 2002 - 2010
Crescent Capital Group 2005 - 2006
Skills
Business Valuation, Leveraged Finance, Due Diligence, lbo, IPO, High Yield Bonds, Leveraged Lending, Financial Modeling, New Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Equities, Portfolio Management, Investments, LBO, Valuation, Capital Markets, Financial Analysis, Private Equity
Education
Cal Poly San Luis Obispo 1998 — 2002
BS, Business Administration and Management, General
eagle high school
A10 Capital May 2013 - Present
UBS Investment Bank March 2010 - April 2013
Citi 2002 - 2010
Crescent Capital Group 2005 - 2006
Skills
Business Valuation, Leveraged Finance, Due Diligence, lbo, IPO, High Yield Bonds, Leveraged Lending, Financial Modeling, New Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Equities, Portfolio Management, Investments, LBO, Valuation, Capital Markets, Financial Analysis, Private Equity
Education
Cal Poly San Luis Obispo 1998 — 2002
BS, Business Administration and Management, General
eagle high school
Alexander Slavtchev's Crescent Capital Group Experience March 2014 - Present
Job Associate at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group March 2014 - Present
Barclays Investment Bank March 2012 - March 2014
Wells Fargo Advisors September 2010 - May 2011
International Community at Fordham (ICF) April 2009 - May 2011
Fordham University January 2009 - May 2011
GE Capital May 2010 - August 2010
Fordham University January 2008 - August 2010
Fordham University May 2009 - August 2009
Skills
Financial Modeling, High Yield, Fixed Income, Relationship Management, Bank Debt, Sales
Education
New York University 2011 — 2012
Advanced Certificate in Portfolio Management with concentration in Fixed Income, Finance, 3.91
Fordham University 2007 — 2011
Bachelors of Science, Economics and Psychology; Business Administration Minor, 3.53
Greenwich High School
Crescent Capital Group March 2014 - Present
Barclays Investment Bank March 2012 - March 2014
Wells Fargo Advisors September 2010 - May 2011
International Community at Fordham (ICF) April 2009 - May 2011
Fordham University January 2009 - May 2011
GE Capital May 2010 - August 2010
Fordham University January 2008 - August 2010
Fordham University May 2009 - August 2009
Skills
Financial Modeling, High Yield, Fixed Income, Relationship Management, Bank Debt, Sales
Education
New York University 2011 — 2012
Advanced Certificate in Portfolio Management with concentration in Fixed Income, Finance, 3.91
Fordham University 2007 — 2011
Bachelors of Science, Economics and Psychology; Business Administration Minor, 3.53
Greenwich High School
Jonathon Hammond's Crescent Capital Group Experience August 2014 - Present
Job Associate at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group August 2014 - Present
Peter J. Solomon Company July 2012 - June 2014
Cardinal Health May 2011 - August 2011
Skills
Leadership, Time Management, Customer Service, Management, Strategic Planning, Sales, Public Speaking, Financial Modeling, PowerPoint, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance and Accounting
Crescent Capital Group August 2014 - Present
Peter J. Solomon Company July 2012 - June 2014
Cardinal Health May 2011 - August 2011
Skills
Leadership, Time Management, Customer Service, Management, Strategic Planning, Sales, Public Speaking, Financial Modeling, PowerPoint, Entrepreneurship
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Finance and Accounting
April Feng's Crescent Capital Group Experience May 2013 - May 2014
Job Structured Products Group at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities May 2014 - Present
Crescent Capital Group May 2013 - May 2014
Ernst & Young April 2010 - April 2013
UBS Global Asset Management July 2008 - May 2009
Education
New York University 2006 — 2010
BA
Guggenheim Securities May 2014 - Present
Crescent Capital Group May 2013 - May 2014
Ernst & Young April 2010 - April 2013
UBS Global Asset Management July 2008 - May 2009
Education
New York University 2006 — 2010
BA
Kimberly Frazier's Crescent Capital Group Experience September 2011 - Present
Job Vice President at Crescent Capital Group, LP
Industry Investment Management
Experience
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Crescent Capital Group September 2011 - Present
Fidelity Investments August 2009 - July 2011
NBCUniversal, Inc. January 2006 - June 2007
Merrill Lynch July 2003 - December 2005
Education
Harvard Business School 2007 — 2009
MBA
Pennsylvania State University 1998 — 2002
BS, Finance, Economics
Jake Garmey's Crescent Capital Group Experience June 2012 - Present
Job Managing Director at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group June 2012 - Present
HighPoint Capital May 2005 - June 2012
MCG Capital June 1999 - April 2005
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA
Hobart and William Smith Colleges 1990 — 1994
BA, Economics and Asian Studies
Andover
Crescent Capital Group June 2012 - Present
HighPoint Capital May 2005 - June 2012
MCG Capital June 1999 - April 2005
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA
Hobart and William Smith Colleges 1990 — 1994
BA, Economics and Asian Studies
Andover
Erica Argos's Crescent Capital Group Experience June 2012 - Present
Job Senior Human Capital Associate at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners December 2014 - Present
Crescent Capital Group June 2012 - Present
Adams & Martin Group July 2011 - May 2012
AutoAnything October 2010 - June 2011
Enterprise Rent-A-Car June 2009 - November 2010
Eller College of Management December 2007 - May 2009
Enterprise Rent-A-Car May 2008 - August 2008
Eller College of Management: Dean Perry’s Tech Sleuth Program February 2008 - July 2008
Les Indiennes December 2007 - May 2008
Education
Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Business Management
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Business Management
Guggenheim Partners December 2014 - Present
Crescent Capital Group June 2012 - Present
Adams & Martin Group July 2011 - May 2012
AutoAnything October 2010 - June 2011
Enterprise Rent-A-Car June 2009 - November 2010
Eller College of Management December 2007 - May 2009
Enterprise Rent-A-Car May 2008 - August 2008
Eller College of Management: Dean Perry’s Tech Sleuth Program February 2008 - July 2008
Les Indiennes December 2007 - May 2008
Education
Eller College of Management 2005 — 2009
Bachelor of Science (B.S.), Business Management
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Business Management
Terence Clerkin's Crescent Capital Group Experience August 2010 - July 2012
Job Investment Professional at PennantPark Investment Advisers
Industry Investment Management
Experience
PennantPark Investment Advisers September 2012 - Present
Crescent Capital Group August 2010 - July 2012
Moelis & Company June 2008 - June 2010
Bear Stearns August 2007 - May 2008
Education
University of Michigan 2003 — 2007
BA, Economics
Brentwood Highschool 1999 — 2003
PennantPark Investment Advisers September 2012 - Present
Crescent Capital Group August 2010 - July 2012
Moelis & Company June 2008 - June 2010
Bear Stearns August 2007 - May 2008
Education
University of Michigan 2003 — 2007
BA, Economics
Brentwood Highschool 1999 — 2003
Joseph Hanlon's Crescent Capital Group Experience July 2014 - Present
Job Chief Compliance Officer at Crescent Capital Group
Industry Financial Services
Experience
Crescent Capital Group July 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments, Asset Management October 2008 - March 2012
Fidelity Investments, Asset Management August 2008 - January 2009
Fidelity Investments, Asset Management February 2006 - August 2008
Fidelity Investments Life Insurance Compny February 2001 - February 2006
Robins, Kaplan, Miller & Ciresi June 1992 - February 2001
Skills
Compliance Process and..., Global Compliance..., Investment Company Act, Investment Compliance, Investment Advisor..., Investment Advisers Act, Managerial Skills, Influence Without..., Influential Communicator, Global Management, Global Strategy, Variable Annuity..., Mutual Funds, Series 63, Investments, FINRA, Series 7, Series 24, Trade Compliance, Equities, Strategic Communications, Portfolio Management, ETFs, Securities, Alternative Investments, Investment Advisory
Education
Boston College Law School 1990 — 1993
Juris Doctor, Cum Laude
Boston College 1986 — 1990
Bachelor of Science, Finance, Magna Cum Laude
Boston College High School 1982 — 1986
Crescent Capital Group July 2014 - Present
Fidelity Investments March 2012 - June 2014
Fidelity Investments, Asset Management October 2008 - March 2012
Fidelity Investments, Asset Management August 2008 - January 2009
Fidelity Investments, Asset Management February 2006 - August 2008
Fidelity Investments Life Insurance Compny February 2001 - February 2006
Robins, Kaplan, Miller & Ciresi June 1992 - February 2001
Skills
Compliance Process and..., Global Compliance..., Investment Company Act, Investment Compliance, Investment Advisor..., Investment Advisers Act, Managerial Skills, Influence Without..., Influential Communicator, Global Management, Global Strategy, Variable Annuity..., Mutual Funds, Series 63, Investments, FINRA, Series 7, Series 24, Trade Compliance, Equities, Strategic Communications, Portfolio Management, ETFs, Securities, Alternative Investments, Investment Advisory
Education
Boston College Law School 1990 — 1993
Juris Doctor, Cum Laude
Boston College 1986 — 1990
Bachelor of Science, Finance, Magna Cum Laude
Boston College High School 1982 — 1986
Ross Slusser's Crescent Capital Group Experience 2000 - Present
Job Managing Director at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group 2000 - Present
Education
Claremont McKenna College
Crescent Capital Group 2000 - Present
Education
Claremont McKenna College
T Rowe Price
The Blackstone Group
Pioneer Investments
Lazard
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management