Crestview Partners, LLC
Industry: Financial services company
DescriptionCrestview Partners is a private equity firm focused on leveraged buyout, growth capital and distressed-for-control investments in companies across a range of industries. Crestview focuses on companies in four sectors: financial services, media/cable, healthcare and energy. Headquarters: New York City, NY Total assets: 4 billion USD Founded: 2004 Number of employees: 30 Subsidiary: Victory Capital Holdings
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Crestview Partners, LLC Employees
Employee
Years
Job
Industry
Zach Mager Zach Mager's Crestview Partners, LLC Experience July 2007 - July 2010
Job Vice President at Aurora Capital Group
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group June 2013 - Present
Oculus VR January 2013 - May 2013
The Chernin Group September 2012 - December 2012
The Chernin Group June 2011 - August 2011
Crestview Partners, LLC July 2007 - July 2010
The Blackstone Group June 2005 - June 2007
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2002 — 2005
BSE, Finance, Accounting
Aurora Capital Group June 2013 - Present
Oculus VR January 2013 - May 2013
The Chernin Group September 2012 - December 2012
The Chernin Group June 2011 - August 2011
Crestview Partners, LLC July 2007 - July 2010
The Blackstone Group June 2005 - June 2007
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
University of Pennsylvania - The Wharton School 2002 — 2005
BSE, Finance, Accounting
David Victor-Smith David Victor-Smith's Crestview Partners, LLC Experience July 2011 - June 2013
Job Analyst at Carlson Capital, L.P.
Industry Investment Management
Experience
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Carlson Capital, L.P. June 2015 - Present
Crestview Partners, LLC July 2011 - June 2013
Merrill Lynch June 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Majors in Management and Finance
University of Virginia 2006 — 2009
BS Commerce, Majors in Finance and Economics, Minor in Biology
Choate Rosemary Hall 2001 — 2005
Lindsay Rosenstein Lindsay Rosenstein's Crestview Partners, LLC Experience July 2015 - Present
Job Associate at Crestview Partners
Industry Financial Services
Experience
Crestview Partners, LLC July 2015 - Present
Morgan Stanley June 2013 - July 2015
Dyson School, Cornell University January 2013 - May 2013
Marriott Student Learning Center August 2012 - December 2012
Dyson School, Cornell University January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Royal Bank of Scotland October 2011 - December 2011
Morgan Stanley June 2011 - August 2011
The Cornell Store January 2010 - May 2011
Camp Robin Hood July 2008 - August 2010
Skills
Microsoft Excel, Data Entry, Qualitative Research, Data Analysis, PowerPoint, Research, Statistics, Microsoft Office, Public Speaking, SPSS, Social Media, Spanish, Economics, Event Planning, Fundraising, Editing, Nonprofits, Community Outreach, Social Networking, Teamwork, Microsoft Word, Leadership, Analysis
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics and Management, Summa Cum Laude
New Providence High School 2005 — 2009
Crestview Partners, LLC July 2015 - Present
Morgan Stanley June 2013 - July 2015
Dyson School, Cornell University January 2013 - May 2013
Marriott Student Learning Center August 2012 - December 2012
Dyson School, Cornell University January 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Royal Bank of Scotland October 2011 - December 2011
Morgan Stanley June 2011 - August 2011
The Cornell Store January 2010 - May 2011
Camp Robin Hood July 2008 - August 2010
Skills
Microsoft Excel, Data Entry, Qualitative Research, Data Analysis, PowerPoint, Research, Statistics, Microsoft Office, Public Speaking, SPSS, Social Media, Spanish, Economics, Event Planning, Fundraising, Editing, Nonprofits, Community Outreach, Social Networking, Teamwork, Microsoft Word, Leadership, Analysis
Education
Cornell University 2009 — 2013
Bachelor of Science (B.S.), Applied Economics and Management, Summa Cum Laude
New Providence High School 2005 — 2009
Ben Rhyne's Crestview Partners, LLC Experience August 2015 - Present
Job Analyst at Crestview Partners
Industry Venture Capital & Private Equity
Experience
Crestview Partners, LLC August 2015 - Present
Stanford University August 2010 - January 2015
Triangle Peak Partners June 2014 - August 2014
Stanford Human Performance Lab June 2013 - August 2013
Cardica, Inc. June 2012 - July 2012
Education
Stanford University 2014 — 2015
Master of Science (M.S.), Management Science and Engineering
Stanford University 2010 — 2014
Bachelor of Science (BS), Biomechanical Engineering, with Distinction
Crestview Partners, LLC August 2015 - Present
Stanford University August 2010 - January 2015
Triangle Peak Partners June 2014 - August 2014
Stanford Human Performance Lab June 2013 - August 2013
Cardica, Inc. June 2012 - July 2012
Education
Stanford University 2014 — 2015
Master of Science (M.S.), Management Science and Engineering
Stanford University 2010 — 2014
Bachelor of Science (BS), Biomechanical Engineering, with Distinction
Rachel Virany's Crestview Partners, LLC Experience July 2010 - June 2012
Job Research Analyst at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management August 2014 - Present
Healthagen May 2013 - August 2013
Crestview Partners, LLC July 2010 - June 2012
Barclays Capital July 2008 - July 2010
Skills
Business Development, Equities, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Investment Banking, Investments, Valuation, Financial Modeling, Strategy
Education
Harvard University 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance
Pzena Investment Management August 2014 - Present
Healthagen May 2013 - August 2013
Crestview Partners, LLC July 2010 - June 2012
Barclays Capital July 2008 - July 2010
Skills
Business Development, Equities, Private Equity, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Investment Banking, Investments, Valuation, Financial Modeling, Strategy
Education
Harvard University 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance
Robert Sorrel Robert Sorrel's Crestview Partners, LLC Experience June 2010 - July 2010
Job Associate at Leonard Green & Partners
Industry Venture Capital & Private Equity
Experience
Leonard Green & Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Crestview Partners, LLC June 2010 - July 2010
Tailwind Capital June 2009 - July 2009
Skills
Valuation, Venture Capital
Education
Amherst College 2008 — 2012
Economics
Leonard Green & Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Crestview Partners, LLC June 2010 - July 2010
Tailwind Capital June 2009 - July 2009
Skills
Valuation, Venture Capital
Education
Amherst College 2008 — 2012
Economics
April Valot's Crestview Partners, LLC Experience March 2014 - Present
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
Christine Donnelly's Crestview Partners, LLC Experience July 2013 - September 2014
Job
Industry Venture Capital & Private Equity
Experience
Instiglio October 2014 - May 2015
Crestview Partners, LLC July 2013 - September 2014
Crestview Partners, LLC July 2011 - July 2013
Deutsche Bank July 2009 - July 2011
Deutsche Bank June 2008 - August 2008
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
AB
The College Preparatory School 2001 — 2005
Instiglio October 2014 - May 2015
Crestview Partners, LLC July 2013 - September 2014
Crestview Partners, LLC July 2011 - July 2013
Deutsche Bank July 2009 - July 2011
Deutsche Bank June 2008 - August 2008
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Dartmouth College 2005 — 2009
AB
The College Preparatory School 2001 — 2005
Danielle Ng Danielle Ng's Crestview Partners, LLC Experience May 2013 - August 2013
Job Analyst at PA Consulting
Industry Management Consulting
Experience
PA Consulting Group August 2015 - Present
Mount Kellett Capital May 2014 - August 2014
Crestview Partners, LLC May 2013 - August 2013
SouFun Holdings Limited June 2012 - July 2012
Stanford University June 2010 - August 2010
Shenzhen Mindray Bio-Medical Electronics Ltd.Shenzhen, China June 2009 - July 2009
Skills
Research, Due Diligence, Microsoft Excel, Investor Relations, Google Docs, Microsoft Office, Financial Modeling, Social Media, Bloomberg, Fundraising, Editing, Event Planning, Leadership, Social Networking, Teamwork, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Sustainable Development, Business Management
Choate Rosemary Hall 2007 — 2011
Chinese International School
PA Consulting Group August 2015 - Present
Mount Kellett Capital May 2014 - August 2014
Crestview Partners, LLC May 2013 - August 2013
SouFun Holdings Limited June 2012 - July 2012
Stanford University June 2010 - August 2010
Shenzhen Mindray Bio-Medical Electronics Ltd.Shenzhen, China June 2009 - July 2009
Skills
Research, Due Diligence, Microsoft Excel, Investor Relations, Google Docs, Microsoft Office, Financial Modeling, Social Media, Bloomberg, Fundraising, Editing, Event Planning, Leadership, Social Networking, Teamwork, Data Analysis
Education
Columbia University in the City of New York 2011 — 2015
Bachelor’s Degree, Sustainable Development, Business Management
Choate Rosemary Hall 2007 — 2011
Chinese International School
Daniel Scardigli Daniel Scardigli's Crestview Partners, LLC Experience July 2012 - Present
Job Analyst at Calixto Global Investors LP
Industry Financial Services
Experience
Calixto Global Investors LP June 2015 - Present
Crestview Partners, LLC July 2012 - Present
Credit Suisse June 2010 - June 2012
Skills
Investment Banking, Capital Markets, Valuation, Leveraged Finance, Financial Modeling, Corporate Finance, Private Equity, Portfolio Management, Product Control, Equity Derivatives, CMBS, Investments, Financial Analysis, Due Diligence, Company Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science, Finance
Calixto Global Investors LP June 2015 - Present
Crestview Partners, LLC July 2012 - Present
Credit Suisse June 2010 - June 2012
Skills
Investment Banking, Capital Markets, Valuation, Leveraged Finance, Financial Modeling, Corporate Finance, Private Equity, Portfolio Management, Product Control, Equity Derivatives, CMBS, Investments, Financial Analysis, Due Diligence, Company Valuation
Education
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science in Economics, Finance
Wharton School, University of Pennsylvania 2006 — 2010
Bachelor of Science, Finance
Shalin Dalal's Crestview Partners, LLC Experience July 2014 - Present
Job Private Equity Associate at Crestview Partners, LLC
Industry Financial Services
Experience
Crestview Partners, LLC July 2014 - Present
Goldman Sachs July 2012 - July 2014
Skills
Bloomberg, Capital IQ, Factset, Corporate Finance, Business Valuation, Data Analysis, Entrepreneurship, Investment Banking, S-Plus, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Valuation, PowerPoint, Asset Allocation, Strategy, Economic Research, Capital Structure, Financial Analysis
Education
The University of Texas at Austin 2008 — 2012
BBA, Business Honors Finance
Crestview Partners, LLC July 2014 - Present
Goldman Sachs July 2012 - July 2014
Skills
Bloomberg, Capital IQ, Factset, Corporate Finance, Business Valuation, Data Analysis, Entrepreneurship, Investment Banking, S-Plus, Bloomberg Terminal, Financial Modeling, Microsoft Excel, Valuation, PowerPoint, Asset Allocation, Strategy, Economic Research, Capital Structure, Financial Analysis
Education
The University of Texas at Austin 2008 — 2012
BBA, Business Honors Finance
Lindsey King, CFA's Crestview Partners, LLC Experience October 2012 - Present
Job Investor Relations at Crestview Partners
Industry Investment Management
Experience
Crestview Partners, LLC October 2012 - Present
Macquarie Infrastructure and Real Assets September 2007 - October 2012
Citigroup August 2001 - September 2007
Skills
Fundraising, Client Service, Investor Relations, Consultant Relations, Marketing, Product Management, Private Equity, Real Assets, Infrastructure, Capital Markets, Client Services, Investments, Emerging Markets
Education
University of Colorado at Boulder 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Crestview Partners, LLC October 2012 - Present
Macquarie Infrastructure and Real Assets September 2007 - October 2012
Citigroup August 2001 - September 2007
Skills
Fundraising, Client Service, Investor Relations, Consultant Relations, Marketing, Product Management, Private Equity, Real Assets, Infrastructure, Capital Markets, Client Services, Investments, Emerging Markets
Education
University of Colorado at Boulder 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Peter Jarow's Crestview Partners, LLC Experience July 2010 - June 2012
Job Analyst at Altalis Capital Management
Industry Investment Banking
Experience
Altalis Capital August 2012 - Present
Crestview Partners, LLC July 2010 - June 2012
McKinsey & Company July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Lloyd George Management June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Woodrow Wilson School, Finance
Altalis Capital August 2012 - Present
Crestview Partners, LLC July 2010 - June 2012
McKinsey & Company July 2008 - May 2010
Lehman Brothers June 2007 - August 2007
Lloyd George Management June 2006 - August 2006
Education
Princeton University 2004 — 2008
A.B., Woodrow Wilson School, Finance
Caroline Bliss's Crestview Partners, LLC Experience July 2011 - Present
Job Vice President at Crestview Partners, LLC
Industry Venture Capital & Private Equity
Experience
Crestview Partners, LLC July 2011 - Present
T. Rowe Price June 2010 - August 2010
Crestview Partners August 2007 - June 2009
Bain & Company August 2005 - July 2007
Banc of America Securities May 2000 - July 2000
Education
Harvard Business School 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance and Accounting
Crestview Partners, LLC July 2011 - Present
T. Rowe Price June 2010 - August 2010
Crestview Partners August 2007 - June 2009
Bain & Company August 2005 - July 2007
Banc of America Securities May 2000 - July 2000
Education
Harvard Business School 2009 — 2011
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BS, Finance and Accounting
Andy DeWitt's Crestview Partners, LLC Experience July 2013 - Present
Job Associate at Crestview Partners, LLC
Industry Investment Management
Experience
Crestview Partners, LLC July 2013 - Present
Lazard June 2011 - June 2013
Education
Yale University 2007 — 2011
Bachelor of Arts (B.A.), History, Cum Laude
Deerfield Academy 2003 — 2007
High School, Cum Laude
Crestview Partners, LLC July 2013 - Present
Lazard June 2011 - June 2013
Education
Yale University 2007 — 2011
Bachelor of Arts (B.A.), History, Cum Laude
Deerfield Academy 2003 — 2007
High School, Cum Laude
Ken Hamlet's Crestview Partners, LLC Experience president and CEO holiday Inns INCHoliday Inns, Inc.1984 - 1991
Job senior advisor operating partner at crestview partners LLC
Industry Banking
Experience
crestview partners LLC president and CEO holiday Inns INCHoliday Inns, Inc.1984 - 1991
Education
Cornell University 1962 — 1966
B. S, Hotel mgt
crestview partners LLC president and CEO holiday Inns INCHoliday Inns, Inc.1984 - 1991
Education
Cornell University 1962 — 1966
B. S, Hotel mgt
David Brightman's Crestview Partners, LLC Experience August 2008 - June 2010
Job Vice President at Insignia Capital Group
Industry Venture Capital & Private Equity
Experience
Insignia Capital Group October 2012 - Present
Fox Searchlight Pictures May 2011 - August 2011
Crestview Partners, LLC August 2008 - June 2010
Deutsche Bank June 2006 - July 2008
Education
Harvard Business School 2010 — 2012
MBA
Duke University 2002 — 2006
B.S., Economics
Insignia Capital Group October 2012 - Present
Fox Searchlight Pictures May 2011 - August 2011
Crestview Partners, LLC August 2008 - June 2010
Deutsche Bank June 2006 - July 2008
Education
Harvard Business School 2010 — 2012
MBA
Duke University 2002 — 2006
B.S., Economics
Jennifer Pendergraft's Crestview Partners, LLC Experience May 2010 - Present
Job Executive Assistant
Industry Financial Services
Experience
Crestview Partners, LLC May 2010 - Present
Falconhead Capital March 2004 - October 2009
Morgan Stanley June 2003 - March 2004
Robertson Stephens & Co. June 2001 - January 2002
Société Générale 1999 - 2000
Skills
Microsoft Office, Outlook, Research, PowerPoint, Microsoft Word
Education
Rutgers University-New Brunswick
Master of Fine Arts (MFA), Acting
Texas Woman's University
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Crestview Partners, LLC May 2010 - Present
Falconhead Capital March 2004 - October 2009
Morgan Stanley June 2003 - March 2004
Robertson Stephens & Co. June 2001 - January 2002
Société Générale 1999 - 2000
Skills
Microsoft Office, Outlook, Research, PowerPoint, Microsoft Word
Education
Rutgers University-New Brunswick
Master of Fine Arts (MFA), Acting
Texas Woman's University
Bachelor of Arts (B.A.), Drama and Dramatics/Theatre Arts, General
Lawren Tilney's Crestview Partners, LLC Experience July 2010 - August 2010
Job Associate at Crestview Partners
Industry Venture Capital & Private Equity
Experience
The Walt Disney Company July 2012 - April 2014
Lazard Freres & Co. May 2011 - July 2011
Canoe Ventures May 2009 - October 2010
Crestview Partners, LLC July 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Social Studies: Technology & Society
The Kinkaid School 1997 — 2008
The Walt Disney Company July 2012 - April 2014
Lazard Freres & Co. May 2011 - July 2011
Canoe Ventures May 2009 - October 2010
Crestview Partners, LLC July 2010 - August 2010
Education
Harvard University 2008 — 2012
A.B., Social Studies: Technology & Society
The Kinkaid School 1997 — 2008
Bradley Ezratty's Crestview Partners, LLC Experience July 2015 - Present
Job Associate at Crestview Partners, LLC
Industry Financial Services
Experience
Crestview Partners, LLC July 2015 - Present
Bank of America Merrill Lynch July 2013 - July 2015
Bank of America Merrill Lynch June 2012 - August 2012
Millennium Partners July 2011 - August 2011
Education
Duke University 2009 — 2013
B.S., Economics - Finance Concentration, Minor in Mathematics
Scarsdale High School 2005 — 2009
Universitat Autònoma de Barcelona
Study Abroad, International Business Program
Crestview Partners, LLC July 2015 - Present
Bank of America Merrill Lynch July 2013 - July 2015
Bank of America Merrill Lynch June 2012 - August 2012
Millennium Partners July 2011 - August 2011
Education
Duke University 2009 — 2013
B.S., Economics - Finance Concentration, Minor in Mathematics
Scarsdale High School 2005 — 2009
Universitat Autònoma de Barcelona
Study Abroad, International Business Program
Liza Mallard's Crestview Partners, LLC Experience January 2005 - July 2013
Job Executive Assistant/Project Coordinator at Russell Reynolds Associates
Industry Investment Management
Experience
Russell Reynolds Associates May 2014 - Present
NorthStar Realty Finance Corp. March 2014 - March 2014
GroupM November 2013 - February 2014
Crestview Partners, LLC January 2005 - July 2013
Mallory Factor, Inc. December 2003 - December 2005
Viking Global Investors August 2002 - March 2003
Interactive Pools.com March 2001 - September 2001
JPMorgan Chase September 2000 - February 2001
VirtualStockExchange.com February 2000 - August 2000
American Institute of Aeronautics and Astronautics October 1996 - February 2000
Skills
SuccessFactors, Adobe Acrobat Pro, Salesforce, Intralinks, SungardDX, Advanced technical..., Outlook, Microsoft Word, PowerPoint, Microsoft Excel, MS Project, Concur, CRM databases, Document Management, Preqin, CoffeeCup HTML and FTP, PTCC Compliance Science, Document Locator
Education
Messiah College
Bachelor of Arts (B.A.), English
Russell Reynolds Associates May 2014 - Present
NorthStar Realty Finance Corp. March 2014 - March 2014
GroupM November 2013 - February 2014
Crestview Partners, LLC January 2005 - July 2013
Mallory Factor, Inc. December 2003 - December 2005
Viking Global Investors August 2002 - March 2003
Interactive Pools.com March 2001 - September 2001
JPMorgan Chase September 2000 - February 2001
VirtualStockExchange.com February 2000 - August 2000
American Institute of Aeronautics and Astronautics October 1996 - February 2000
Skills
SuccessFactors, Adobe Acrobat Pro, Salesforce, Intralinks, SungardDX, Advanced technical..., Outlook, Microsoft Word, PowerPoint, Microsoft Excel, MS Project, Concur, CRM databases, Document Management, Preqin, CoffeeCup HTML and FTP, PTCC Compliance Science, Document Locator
Education
Messiah College
Bachelor of Arts (B.A.), English
Jordan Katz's Crestview Partners, LLC Experience July 2011 - July 2013
Job Associate at Sunley House Capital
Industry Investment Management
Experience
Sunley House Capital March 2015 - Present
Belfer Management July 2013 - March 2015
Crestview Partners, LLC July 2011 - July 2013
J.P. Morgan June 2007 - June 2011
Skills
Investment Banking, Capital Markets, Investments, Valuation, Private Equity, Corporate Finance, Emerging Markets, Bloomberg, Equities, Hedge Funds, Financial Modeling, Alternative Investments, LBO, Fixed Income, Equity Research
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
St. Paul's School 1999 — 2003
Sunley House Capital March 2015 - Present
Belfer Management July 2013 - March 2015
Crestview Partners, LLC July 2011 - July 2013
J.P. Morgan June 2007 - June 2011
Skills
Investment Banking, Capital Markets, Investments, Valuation, Private Equity, Corporate Finance, Emerging Markets, Bloomberg, Equities, Hedge Funds, Financial Modeling, Alternative Investments, LBO, Fixed Income, Equity Research
Education
Princeton University 2003 — 2007
Bachelor of Arts (BA), Economics
St. Paul's School 1999 — 2003
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.