Cross Keys Capital, LLC
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Cross Keys Capital, LLC Employees
Employee
Years
Job
Industry
James Farwell James Farwell's Cross Keys Capital, LLC Experience May 2012 - January 2013
Job Head of School at Montessori School of Fort Myers
Industry Education Management
Experience
Montessori School of Fort Myers September 2013 - Present
Cross Keys Capital, LLC May 2012 - January 2013
Cross Keys Capital, LLC June 2009 - July 2012
Farwell Financial Consulting October 2008 - May 2009
TradePMR January 2008 - May 2009
Cross Keys Capital August 2008 - December 2008
The Minnesota House of Representatives January 2004 - June 2004
Skills
Educational Leadership, Montessori Education, Educational Management, Valuation, Investment Banking, Mergers & Acquisitions, M&A experience, Financial Analysis, Finance, Private Equity, Corporate Finance, Mergers, Start-ups, Investments, Due Diligence, Financial Modeling, Strategy, Microsoft Excel, Venture Capital, Entrepreneurship, Alternative Investments, Business Valuation, Corporate Development, Equities, Business Planning, Securities, Excel, Acquisitions, Capital Markets, Private Placements, Hedge Funds, M&A due diligence, Excel modeling
Education
Nova Southeastern University 2013 — 2013
Early Childhood Education and Teaching
University of Florida - Warrington College Of Business 2004 — 2009
BSBA, Finance/Spanish
Montessori School of Fort Myers September 2013 - Present
Cross Keys Capital, LLC May 2012 - January 2013
Cross Keys Capital, LLC June 2009 - July 2012
Farwell Financial Consulting October 2008 - May 2009
TradePMR January 2008 - May 2009
Cross Keys Capital August 2008 - December 2008
The Minnesota House of Representatives January 2004 - June 2004
Skills
Educational Leadership, Montessori Education, Educational Management, Valuation, Investment Banking, Mergers & Acquisitions, M&A experience, Financial Analysis, Finance, Private Equity, Corporate Finance, Mergers, Start-ups, Investments, Due Diligence, Financial Modeling, Strategy, Microsoft Excel, Venture Capital, Entrepreneurship, Alternative Investments, Business Valuation, Corporate Development, Equities, Business Planning, Securities, Excel, Acquisitions, Capital Markets, Private Placements, Hedge Funds, M&A due diligence, Excel modeling
Education
Nova Southeastern University 2013 — 2013
Early Childhood Education and Teaching
University of Florida - Warrington College Of Business 2004 — 2009
BSBA, Finance/Spanish
Christopher Cummock Christopher Cummock's Cross Keys Capital, LLC Experience May 2010 - March 2011
Job Cummock Asset Management L.L.C., President and CEO
Industry Financial Services
Experience
Cummock Asset Management January 2012 - Present
Investors Capital Partners June 2012 - February 2015
Royal Caribbean Cruises, Ltd. December 2012 - March 2014
ThyssenKrupp March 2011 - June 2012
Cross Keys Capital, LLC May 2010 - March 2011
Bear Capital LLP October 2009 - May 2010
Jerome Reisman PA January 2008 - August 2008
Holly Real Estate October 2006 - March 2008
Carnival Corporation August 2006 - May 2007
Sea Dream Yachting June 2004 - November 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Commercial Real Estate, Asset Management, Equities, Real Estate, Due Diligence, Strategy, Investment Properties, Investments, Portfolio Management, Investment Banking, Management Consulting, Analysis, Restructuring, Structured Finance, Securities, Competitive Analysis, Market Analysis, Start-ups, Corporate Development, Accounting, Negotiation, Strategic Planning, Management, Financial Reporting, Bloomberg, Mergers & Acquisitions, Financial Services, Real Estate Economics, Fixed Income, Trading, Business Analysis, Business Strategy, Venture Capital, Entrepreneurship, Private Equity, Acquisitions, Economics, Corporate Finance, Contract Negotiation, Mortgage Lending, Business Planning, Sales, Credit, Risk Management, Budgets, Business Development
Education
Florida International University 2009 — 2010
Master Science in Finance, Finance
Florida International University 2008 — 2009
International Masters in Business Administration, Business Administration
University of Southern California 2000 — 2005
B.A. International Relations, International Relations, Global Business
Ransom Everglades School 1993 — 2000
High School Diploma
Cummock Asset Management January 2012 - Present
Investors Capital Partners June 2012 - February 2015
Royal Caribbean Cruises, Ltd. December 2012 - March 2014
ThyssenKrupp March 2011 - June 2012
Cross Keys Capital, LLC May 2010 - March 2011
Bear Capital LLP October 2009 - May 2010
Jerome Reisman PA January 2008 - August 2008
Holly Real Estate October 2006 - March 2008
Carnival Corporation August 2006 - May 2007
Sea Dream Yachting June 2004 - November 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Finance, Commercial Real Estate, Asset Management, Equities, Real Estate, Due Diligence, Strategy, Investment Properties, Investments, Portfolio Management, Investment Banking, Management Consulting, Analysis, Restructuring, Structured Finance, Securities, Competitive Analysis, Market Analysis, Start-ups, Corporate Development, Accounting, Negotiation, Strategic Planning, Management, Financial Reporting, Bloomberg, Mergers & Acquisitions, Financial Services, Real Estate Economics, Fixed Income, Trading, Business Analysis, Business Strategy, Venture Capital, Entrepreneurship, Private Equity, Acquisitions, Economics, Corporate Finance, Contract Negotiation, Mortgage Lending, Business Planning, Sales, Credit, Risk Management, Budgets, Business Development
Education
Florida International University 2009 — 2010
Master Science in Finance, Finance
Florida International University 2008 — 2009
International Masters in Business Administration, Business Administration
University of Southern California 2000 — 2005
B.A. International Relations, International Relations, Global Business
Ransom Everglades School 1993 — 2000
High School Diploma
Matthew Numark Matthew Numark's Cross Keys Capital, LLC Experience June 2014 - August 2014
Job Commercial Banking Analyst at Citi
Industry Financial Services
Experience
Citi June 2015 - Present
Cross Keys Capital, LLC June 2014 - August 2014
A+E Networks June 2013 - August 2013
Summit International Flooring, LLC. May 2012 - August 2012
Skills
Market Research, Data Analysis, Strategy, Public Speaking, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Competitive Analysis, Spanish, Leadership, Economics, Time Management, Finance
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Economics
Livingston High School
Citi June 2015 - Present
Cross Keys Capital, LLC June 2014 - August 2014
A+E Networks June 2013 - August 2013
Summit International Flooring, LLC. May 2012 - August 2012
Skills
Market Research, Data Analysis, Strategy, Public Speaking, Research, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Competitive Analysis, Spanish, Leadership, Economics, Time Management, Finance
Education
University of Michigan 2011 — 2015
Bachelor of Arts (B.A.), Economics
Livingston High School
Alejandro J. Medina Alejandro J. Medina's Cross Keys Capital, LLC Experience April 2011 - October 2014
Job Investment Banking Senior Analyst, M&A and Project Finance
Industry Investment Banking
Experience
Pan American Finance February 2015 - Present
Cross Keys Capital, LLC April 2011 - October 2014
Cross Keys Capital, LLC August 2011 - December 2013
Cross Keys Capital, LLC April 2011 - August 2011
Florida International University - Office of the Provost April 2010 - April 2011
Florida International University - Capital Markets Lab March 2009 - April 2010
Miami Children's Hospital September 2007 - March 2009
Skills
Financial Modeling, Due Diligence, Valuation, Business Valuation, Microsoft Excel, Finance, Mergers & Acquisitions, M&A experience, Investment Banking, Bloomberg, Capital IQ, Equity Trading, Equities, Entrepreneurship, Corporate Finance
Education
Florida International University 2006 — 2011
B.B.A, Finance, Magna Cum Laude
Archbishop Coleman F. Carroll High School 2004 — 2006
High School Diploma
Holy Cross Academy 2002 — 2004
Pan American Finance February 2015 - Present
Cross Keys Capital, LLC April 2011 - October 2014
Cross Keys Capital, LLC August 2011 - December 2013
Cross Keys Capital, LLC April 2011 - August 2011
Florida International University - Office of the Provost April 2010 - April 2011
Florida International University - Capital Markets Lab March 2009 - April 2010
Miami Children's Hospital September 2007 - March 2009
Skills
Financial Modeling, Due Diligence, Valuation, Business Valuation, Microsoft Excel, Finance, Mergers & Acquisitions, M&A experience, Investment Banking, Bloomberg, Capital IQ, Equity Trading, Equities, Entrepreneurship, Corporate Finance
Education
Florida International University 2006 — 2011
B.B.A, Finance, Magna Cum Laude
Archbishop Coleman F. Carroll High School 2004 — 2006
High School Diploma
Holy Cross Academy 2002 — 2004
Christopher Muzii Christopher Muzii's Cross Keys Capital, LLC Experience June 2007 - August 2007
Job Associate at Kayne Anderson Real Estate Advisors
Industry Real Estate
Experience
Kayne Anderson Real Estate Advisors December 2013 - Present
Duncan Hillsley Capital May 2011 - December 2013
Merrill Lynch June 2008 - August 2008
Cross Keys Capital, LLC June 2007 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Financial Modeling, Social Media Marketing, Due Diligence, Corporate Finance, Business Strategy, Investments, Budgets
Education
University of Florida 2010 — 2011
Masters of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance
Kayne Anderson Real Estate Advisors December 2013 - Present
Duncan Hillsley Capital May 2011 - December 2013
Merrill Lynch June 2008 - August 2008
Cross Keys Capital, LLC June 2007 - August 2007
Skills
Valuation, Marketing, Financial Analysis, Financial Modeling, Social Media Marketing, Due Diligence, Corporate Finance, Business Strategy, Investments, Budgets
Education
University of Florida 2010 — 2011
Masters of Arts, International Business
University of Florida - Warrington College Of Business 2006 — 2010
Finance
Matthew Olan Matthew Olan's Cross Keys Capital, LLC Experience July 2014 - August 2014
Job Summer Intern at MDG Advertising
Industry Marketing and Advertising
Experience
Indiana University Bloomington August 2012 - Present
MDG Advertising May 2015 - July 2015
Alpha Epsilon Pi August 2013 - January 2015
Cross Keys Capital, LLC July 2014 - August 2014
Dental Care Alliance May 2011 - July 2011
Skills
Leadership, Public Speaking, Social Media, PowerPoint, Advertising, Marketing, Team Leadership, Research, SPSS, Data Management, Data Analysis, Works well in a team, Highly personable, Microsoft Excel, Microsoft Word, Situational Leadership, Teamwork, Microsoft Office, Communication Skills, Communication, Facebook, Event Planning, Social Skills, Online Marketing, Customer Service, Diligent, Event Management, Editing, Python, Google Analytics, Informatics, Basic HTML, WordPress, Photoshop, Marketing Research
Education
Indiana University Bloomington 2012 — 2016
Indiana University Bloomington August 2012 - Present
MDG Advertising May 2015 - July 2015
Alpha Epsilon Pi August 2013 - January 2015
Cross Keys Capital, LLC July 2014 - August 2014
Dental Care Alliance May 2011 - July 2011
Skills
Leadership, Public Speaking, Social Media, PowerPoint, Advertising, Marketing, Team Leadership, Research, SPSS, Data Management, Data Analysis, Works well in a team, Highly personable, Microsoft Excel, Microsoft Word, Situational Leadership, Teamwork, Microsoft Office, Communication Skills, Communication, Facebook, Event Planning, Social Skills, Online Marketing, Customer Service, Diligent, Event Management, Editing, Python, Google Analytics, Informatics, Basic HTML, WordPress, Photoshop, Marketing Research
Education
Indiana University Bloomington 2012 — 2016
Logan Lam's Cross Keys Capital, LLC Experience June 2014 - February 2015
Job Associate at Cross Keys Capital, LLC
Industry Investment Banking
Experience
Cross Keys Capital, LLC June 2014 - February 2015
Cross Keys Capital July 2012 - June 2014
Florida State University June 2011 - May 2012
Skills
Equities, Derivatives, Investments, Hedge Funds, Financial Markets, Private Equity, Investment Banking, DCF Valuation, Market Research, Acquisitions, Middle Market, Financial Modeling
Education
Florida State University 2011 — 2012
Master of Science in Finance
Florida State University 2007 — 2011
Bachelors, Finance, Risk Management & Insurance
Cross Keys Capital, LLC June 2014 - February 2015
Cross Keys Capital July 2012 - June 2014
Florida State University June 2011 - May 2012
Skills
Equities, Derivatives, Investments, Hedge Funds, Financial Markets, Private Equity, Investment Banking, DCF Valuation, Market Research, Acquisitions, Middle Market, Financial Modeling
Education
Florida State University 2011 — 2012
Master of Science in Finance
Florida State University 2007 — 2011
Bachelors, Finance, Risk Management & Insurance
Jolly Patel's Cross Keys Capital, LLC Experience June 2015 - August 2015
Job Investment Banking Intern at Cross Keys Capital, LLC
Industry Higher Education
Experience
EdR Collegiate Housing June 2014 - Present
Cross Keys Capital, LLC June 2015 - August 2015
International Investor, L.L.C. June 2015 - July 2015
Waddell & Reed August 2014 - December 2014
Tallahassee Memorial HealthCare May 2014 - July 2014
JCPenney October 2013 - July 2014
Phi Sigma Pi National Honor Fraternity January 2013 - April 2013
Southwestern Advantage May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, Sales, Public Speaking, Data Analysis, Marketing, Team Leadership
Education
Florida State University 2011 — 2016
Bachelor's Degree, Economics and Finance; Minor in Statistics, Senior
Seabreeze High School 2007 — 2011
EdR Collegiate Housing June 2014 - Present
Cross Keys Capital, LLC June 2015 - August 2015
International Investor, L.L.C. June 2015 - July 2015
Waddell & Reed August 2014 - December 2014
Tallahassee Memorial HealthCare May 2014 - July 2014
JCPenney October 2013 - July 2014
Phi Sigma Pi National Honor Fraternity January 2013 - April 2013
Southwestern Advantage May 2012 - August 2012
Skills
Customer Service, Microsoft Excel, PowerPoint, Teamwork, Time Management, Sales, Public Speaking, Data Analysis, Marketing, Team Leadership
Education
Florida State University 2011 — 2016
Bachelor's Degree, Economics and Finance; Minor in Statistics, Senior
Seabreeze High School 2007 — 2011
Pavit Randhawa's Cross Keys Capital, LLC Experience 2011 - 2011
Job Manager, Strategy & Operations, Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting 2012 - Present
Cross Keys Capital, LLC 2011 - 2011
JP Morgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2010
Calyon Securities 2008 - 2009
JP Morgan 2006 - 2008
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Restructuring, Portfolio Management, Emerging Markets, Investment Banking
Education
University of California, Los Angeles
BA, Economics & Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy & Operations
Deloitte Consulting 2012 - Present
Cross Keys Capital, LLC 2011 - 2011
JP Morgan Chase 2010 - 2010
UBS Investment Bank 2009 - 2010
Calyon Securities 2008 - 2009
JP Morgan 2006 - 2008
Skills
Valuation, Fixed Income, Financial Modeling, Capital Markets, Corporate Finance, Due Diligence, Private Equity, Financial Analysis, Restructuring, Portfolio Management, Emerging Markets, Investment Banking
Education
University of California, Los Angeles
BA, Economics & Accounting
University of Michigan - Stephen M. Ross School of Business
MBA, Strategy & Operations
Nawaz Virani's Cross Keys Capital, LLC Experience June 2014 - Present
Job Investment Banking Analyst at Cross Keys Capital, LLC
Industry Financial Services
Experience
Cross Keys Capital, LLC June 2014 - Present
The Veloz Group May 2013 - August 2013
J.H. Darbie & Co. May 2012 - August 2012
Law Offices of Robert A. Pacht July 2011 - August 2011
Navika Capital Group LLC May 2011 - June 2011
Habib American Bank June 2009 - August 2009
Skills
Investment Banking, Mergers & Acquisitions, Investment Strategies, Microsoft Excel, PowerPoint, Sales, Finance, Microsoft Word, Bloomberg Terminal, Trading Strategies, Stock Trading, Equities, Sports, Equity Research, Enterprise Valuation, Investment Valuation
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Psychology
Cross Keys Capital, LLC June 2014 - Present
The Veloz Group May 2013 - August 2013
J.H. Darbie & Co. May 2012 - August 2012
Law Offices of Robert A. Pacht July 2011 - August 2011
Navika Capital Group LLC May 2011 - June 2011
Habib American Bank June 2009 - August 2009
Skills
Investment Banking, Mergers & Acquisitions, Investment Strategies, Microsoft Excel, PowerPoint, Sales, Finance, Microsoft Word, Bloomberg Terminal, Trading Strategies, Stock Trading, Equities, Sports, Equity Research, Enterprise Valuation, Investment Valuation
Education
University of Michigan 2010 — 2014
Bachelor of Arts (B.A.), Economics, Psychology
Jeff Tevlowitz, CPA Jeff Tevlowitz, CPA's Cross Keys Capital, LLC Experience June 2009 - August 2009
Job Financial Reporting Analyst at Under Armour
Industry Accounting
Experience
Under Armour June 2014 - Present
Education Affiliates February 2013 - June 2014
Johns Hopkins University August 2010 - January 2013
Cross Keys Capital, LLC June 2009 - August 2009
GAO June 2006 - August 2006
Education
Ohio University 2005 — 2010
BBA, Accounting and Finance
Under Armour June 2014 - Present
Education Affiliates February 2013 - June 2014
Johns Hopkins University August 2010 - January 2013
Cross Keys Capital, LLC June 2009 - August 2009
GAO June 2006 - August 2006
Education
Ohio University 2005 — 2010
BBA, Accounting and Finance
adrian cruz vazquez adrian cruz vazquez's Cross Keys Capital, LLC Experience August 2008 - February 2011
Job
Industry Outsourcing/Offshoring
Experience
PharmaPlus International 2008 - Present
Cross Keys Capital, LLC August 2008 - February 2011
GlaxoSmithKline November 1989 - January 2005
Glaxo - SmithKline Beecham 2000 - 2004
GSK 2000 - 2004
SmithKline Beecham 1995 - 2001
Pfizer November 1978 - November 1981
Education
Harvard Business School 1973 — 1975
MBA, Business Administration
Eastern Michigan University 1971 — 1973
BBA, Marketing
Camden University
Phd, Administration-Honoris Causa
PharmaPlus International 2008 - Present
Cross Keys Capital, LLC August 2008 - February 2011
GlaxoSmithKline November 1989 - January 2005
Glaxo - SmithKline Beecham 2000 - 2004
GSK 2000 - 2004
SmithKline Beecham 1995 - 2001
Pfizer November 1978 - November 1981
Education
Harvard Business School 1973 — 1975
MBA, Business Administration
Eastern Michigan University 1971 — 1973
BBA, Marketing
Camden University
Phd, Administration-Honoris Causa
Alyssa Fernandez-Isla Alyssa Fernandez-Isla's Cross Keys Capital, LLC Experience 2011 - 2013
Job Entrepreneur & Finance Professional
Industry Financial Services
Experience
SuperFuzion 2013 - March 2015
Cross Keys Capital, LLC 2011 - 2013
Johnson & Johnson 2006 - 2009
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Investment Banking, Mergers, Venture Capital, Corporate Development, Business Valuation, Entrepreneurship, Business Strategy, Strategy, Restructuring, Emerging Markets, Mergers & Acquisitions, Financial Services, Finance, Hedge Funds, Equities, Investments, M&A experience, Capital Markets, Alternative Investments, Start-ups
Education
Harvard Business School 2009 — 2011
MBA
University of Florida
BS, Finance, Spanish
University of Florida - Warrington College of Business Administration
SuperFuzion 2013 - March 2015
Cross Keys Capital, LLC 2011 - 2013
Johnson & Johnson 2006 - 2009
Lehman Brothers 2005 - 2005
Skills
Financial Modeling, Corporate Finance, Due Diligence, Valuation, Financial Analysis, Private Equity, Investment Banking, Mergers, Venture Capital, Corporate Development, Business Valuation, Entrepreneurship, Business Strategy, Strategy, Restructuring, Emerging Markets, Mergers & Acquisitions, Financial Services, Finance, Hedge Funds, Equities, Investments, M&A experience, Capital Markets, Alternative Investments, Start-ups
Education
Harvard Business School 2009 — 2011
MBA
University of Florida
BS, Finance, Spanish
University of Florida - Warrington College of Business Administration
Nicole Lake, MBA's Cross Keys Capital, LLC Experience September 2009 - May 2010
Job Manager, Revenue and Marketing Analytics
Industry Financial Services
Experience
Georgia Aquarium August 2015 - Present
Emory University March 2015 - August 2015
Emory University December 2013 - March 2015
Comcast May 2012 - December 2013
Porsche Cars North America June 2010 - June 2012
Cross Keys Capital, LLC September 2009 - May 2010
Hansberger Global Investors March 2007 - January 2009
Skills
Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Essbase, Private Equity, Financial Reporting
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida State University - College of Business 2002 — 2006
BS, Finance, Marketing
Georgia Aquarium August 2015 - Present
Emory University March 2015 - August 2015
Emory University December 2013 - March 2015
Comcast May 2012 - December 2013
Porsche Cars North America June 2010 - June 2012
Cross Keys Capital, LLC September 2009 - May 2010
Hansberger Global Investors March 2007 - January 2009
Skills
Valuation, Corporate Finance, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Essbase, Private Equity, Financial Reporting
Education
Nova Southeastern University 2007 — 2009
MBA, Finance
Florida State University - College of Business 2002 — 2006
BS, Finance, Marketing
Kurt Kautman, CPA Kurt Kautman, CPA's Cross Keys Capital, LLC Experience June 2013 - June 2014
Job Associate at Brown Gibbons Lang & Company
Industry Financial Services
Experience
Brown Gibbons Lang & Company June 2014 - Present
Cross Keys Capital, LLC June 2013 - June 2014
Davis and Hosfield, LLC August 2011 - June 2013
McGladrey & Pullen 2009 - August 2011
Skills
Series 79, Level 2 CFA Candidate, CPA
Education
University of Dubuque 2007 — 2009
BA, Accounting, Accounting, Business Administration
Brown Gibbons Lang & Company June 2014 - Present
Cross Keys Capital, LLC June 2013 - June 2014
Davis and Hosfield, LLC August 2011 - June 2013
McGladrey & Pullen 2009 - August 2011
Skills
Series 79, Level 2 CFA Candidate, CPA
Education
University of Dubuque 2007 — 2009
BA, Accounting, Accounting, Business Administration
Scott Liebman Scott Liebman's Cross Keys Capital, LLC Experience January 2012 - July 2013
Job Director of Acquisitions & Business Development at Armchem International
Industry Investment Banking
Experience
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Armchem International August 2013 - Present
Cross Keys Capital, LLC January 2012 - July 2013
FNY Capital Management LLC January 2010 - December 2011
FNY Capital Management LLC October 2008 - December 2009
Banc of America Securities July 2007 - October 2008
UBS Investment Bank June 2006 - August 2006
UBS Wealth Management May 2005 - July 2005
Skills
Bloomberg, Trading, Hedge Funds, Equities, Securities, Capital Markets, Fixed Income, Private Equity, Global Macro, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Modeling, Valuation, Investment Banking, Investments, Alternative Investments, Derivatives, Emerging Markets, Bonds, Equity Research, Asset Management, Trading Systems, Options, FX Options, Venture Capital, Portfolio Management, Financial Markets, Electronic Trading, Equity Trading, Series 7, Asset Allocation, Investment Management, Equity Valuation, Fitness, Series 63, Investor Relations, Investment Strategies
Education
University of Pennsylvania 2003 — 2007
BA, Economics
Marblehead High School 1999 — 2003
Levy Parajon's Cross Keys Capital, LLC Experience March 2010 - Present
Job VicePresident at Cross Keys Capital, LLC
Industry Investment Banking
Experience
Cross Keys Capital, LLC March 2010 - Present
Amerivest Group October 2006 - March 2010
Jabil April 2005 - May 2006
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Forecasting
Education
University of Florida 1996 — 2005
Bachelors of Science, Finance
University of Florida 2002 — 2004
Masters, Finance
University of Florida 2002 — 2005
Masters of Arts, Latin American Business Environment
Cross Keys Capital, LLC March 2010 - Present
Amerivest Group October 2006 - March 2010
Jabil April 2005 - May 2006
Skills
Financial Modeling, Private Equity, Valuation, Corporate Finance, Mergers & Acquisitions, Financial Analysis, Financial Forecasting
Education
University of Florida 1996 — 2005
Bachelors of Science, Finance
University of Florida 2002 — 2004
Masters, Finance
University of Florida 2002 — 2005
Masters of Arts, Latin American Business Environment
Stephen Ferber's Cross Keys Capital, LLC Experience July 2004 - Present
Job BPO | Call Center Outsourcing Solutions | Outsourcing | Entrepreneur | Attorney | Consultant |
Industry Outsourcing/Offshoring
Experience
Golden Gate BPO Solutions April 2007 - Present
Golden Gate BPO Solutions July 2005 - Present
Cross Keys Capital, LLC July 2004 - Present
Interactive Response Technologies, Inc. (IRT) May 2008 - December 2011
Cross Keys Capital July 2004 - January 2007
Hancock Information Group June 2001 - September 2003
Access Direct November 2000 - September 2003
Precision Response Corporation (PRC) January 1996 - September 2003
Florida Manufacturing and Distributing Company August 1994 - December 1995
PriceWaterhouseCoopers (Formerly Coopers & Lybrand) June 1991 - August 1994
Skills
Social Media Marketing, BPO, Vendor Management, Data Analysis, Consulting, Call Center, Outsourcing, Customer Experience, Strategic Planning, Team Building, Account Management, CRM, Lead Generation, Mergers, Business Development, Management Consulting, Contract Negotiation, Legal Advice, Strategic Counsel, Sales, Sales Operations, Sales Management, Client Development, Capital Markets, Capital Structure, Bankruptcy, Corporate turn-around, Management, Strategy, Cross-functional Team..., Leadership, Call Centers, Recruiting, Strategic Partnerships, Entrepreneurship, New Business Development, Mergers & Acquisitions, Coaching, Marketing, Program Management, Executive Management, Talent Management, Analysis, Financial Services, Operations Management, Sales Process, Enterprise Software, Start-ups, E-commerce, Human Resources
Education
University of Miami School of Law 1990 — 1993
Juris Doctorate, Corporate and Tax
University of Maryland - Robert H. Smith School of Business 1986 — 1990
B.S., Accounting
Miami Palmetto High School 1983 — 1986
Golden Gate BPO Solutions April 2007 - Present
Golden Gate BPO Solutions July 2005 - Present
Cross Keys Capital, LLC July 2004 - Present
Interactive Response Technologies, Inc. (IRT) May 2008 - December 2011
Cross Keys Capital July 2004 - January 2007
Hancock Information Group June 2001 - September 2003
Access Direct November 2000 - September 2003
Precision Response Corporation (PRC) January 1996 - September 2003
Florida Manufacturing and Distributing Company August 1994 - December 1995
PriceWaterhouseCoopers (Formerly Coopers & Lybrand) June 1991 - August 1994
Skills
Social Media Marketing, BPO, Vendor Management, Data Analysis, Consulting, Call Center, Outsourcing, Customer Experience, Strategic Planning, Team Building, Account Management, CRM, Lead Generation, Mergers, Business Development, Management Consulting, Contract Negotiation, Legal Advice, Strategic Counsel, Sales, Sales Operations, Sales Management, Client Development, Capital Markets, Capital Structure, Bankruptcy, Corporate turn-around, Management, Strategy, Cross-functional Team..., Leadership, Call Centers, Recruiting, Strategic Partnerships, Entrepreneurship, New Business Development, Mergers & Acquisitions, Coaching, Marketing, Program Management, Executive Management, Talent Management, Analysis, Financial Services, Operations Management, Sales Process, Enterprise Software, Start-ups, E-commerce, Human Resources
Education
University of Miami School of Law 1990 — 1993
Juris Doctorate, Corporate and Tax
University of Maryland - Robert H. Smith School of Business 1986 — 1990
B.S., Accounting
Miami Palmetto High School 1983 — 1986
Brett Baskin's Cross Keys Capital, LLC Experience October 2014 - March 2015
Job Investment Banking Analyst | Seeking Job Opportunities in NYCMetropolitan Area
Industry Financial Services
Experience
Aleutian Capital Group March 2015 - Present
Cross Keys Capital, LLC October 2014 - March 2015
Cross Keys Capital, LLC January 2014 - July 2014
Espirito Santo Bank March 2013 - January 2014
Bulltick Capital Markets August 2012 - December 2012
Citi January 2012 - July 2012
Bayview Financial January 2011 - December 2011
MCM September 2010 - May 2011
S1 Songs North America June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Market Research, Microsoft Office, Banking, Bloomberg Terminal, Microsoft Excel, Mergers & Acquisitions, Valuation, Portfolio Management, Finance, Analysis, Business Development, Microsoft Word, Research, Online Research, Loan Servicing, Outlook, PowerPoint, Statistics, Capital IQ
Education
University of Miami 2008 — 2012
BBA, Major in Economics, Minors in Finance & Management
University of Miami - School of Business 2008 — 2012
North Shore High School 2004 — 2008
Aleutian Capital Group March 2015 - Present
Cross Keys Capital, LLC October 2014 - March 2015
Cross Keys Capital, LLC January 2014 - July 2014
Espirito Santo Bank March 2013 - January 2014
Bulltick Capital Markets August 2012 - December 2012
Citi January 2012 - July 2012
Bayview Financial January 2011 - December 2011
MCM September 2010 - May 2011
S1 Songs North America June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Market Research, Microsoft Office, Banking, Bloomberg Terminal, Microsoft Excel, Mergers & Acquisitions, Valuation, Portfolio Management, Finance, Analysis, Business Development, Microsoft Word, Research, Online Research, Loan Servicing, Outlook, PowerPoint, Statistics, Capital IQ
Education
University of Miami 2008 — 2012
BBA, Major in Economics, Minors in Finance & Management
University of Miami - School of Business 2008 — 2012
North Shore High School 2004 — 2008
Matthew Becker's Cross Keys Capital, LLC Experience November 2014 - Present
Job Representative at Kinum
Industry Hospital & Health Care
Experience
Kinum November 2014 - Present
Cross Keys Capital, LLC November 2014 - Present
Vatica Health (f/k/a Senior Wellness Solutions) July 2012 - October 2014
The Blackmaple Group, LLC March 2012 - October 2013
Becker Professional Services April 1994 - December 2008
Robert Half July 1986 - March 1994
PricewaterhouseCoopers July 1981 - July 1986
Skills
CPA, Budgets, Medicare, Financial Analysis, Executive Management, Physicians, Healthcare Industry, Revenue Cycle, Competitive Analysis, Healthcare, Managed Care, Medicaid, Sales, Revenue Cycle Management, Hospitals, Process Improvement
Education
Canisius College 1978 — 1981
Bachelor's Degree, Accounting
Tulane University 1977 — 1978
Kinum November 2014 - Present
Cross Keys Capital, LLC November 2014 - Present
Vatica Health (f/k/a Senior Wellness Solutions) July 2012 - October 2014
The Blackmaple Group, LLC March 2012 - October 2013
Becker Professional Services April 1994 - December 2008
Robert Half July 1986 - March 1994
PricewaterhouseCoopers July 1981 - July 1986
Skills
CPA, Budgets, Medicare, Financial Analysis, Executive Management, Physicians, Healthcare Industry, Revenue Cycle, Competitive Analysis, Healthcare, Managed Care, Medicaid, Sales, Revenue Cycle Management, Hospitals, Process Improvement
Education
Canisius College 1978 — 1981
Bachelor's Degree, Accounting
Tulane University 1977 — 1978
Michael Breen Michael Breen's Cross Keys Capital, LLC Experience January 2014 - May 2014
Job Wealth Specialist, Mesirow Wealth Advisors
Industry Investment Management
Experience
Mesirow Financial May 2014 - Present
Cross Keys Capital, LLC January 2014 - May 2014
Camp Timberlane June 2009 - August 2013
Huron Consulting Group October 2008 - May 2009
US Embassy London 2007 - 2007
Skills
Leadership, Management, Project Management, Program Management, Interviews, Staff Development, Microsoft Excel, Sales, Analysis, Sales Management, Mergers & Acquisitions, Data Analysis, Staff Management, Staff Supervision, Coaching Staff, Mentoring Of Staff, Cold Calling, Accreditation
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Glenbrook North High School 2000 — 2004
Mesirow Financial May 2014 - Present
Cross Keys Capital, LLC January 2014 - May 2014
Camp Timberlane June 2009 - August 2013
Huron Consulting Group October 2008 - May 2009
US Embassy London 2007 - 2007
Skills
Leadership, Management, Project Management, Program Management, Interviews, Staff Development, Microsoft Excel, Sales, Analysis, Sales Management, Mergers & Acquisitions, Data Analysis, Staff Management, Staff Supervision, Coaching Staff, Mentoring Of Staff, Cold Calling, Accreditation
Education
The University of Chicago - Booth School of Business 2013 — 2014
Master of Business Administration (M.B.A.)
University of Michigan 2004 — 2008
Bachelor of Arts (B.A.), Political Science and Government
Glenbrook North High School 2000 — 2004
Amanda Garvis's Cross Keys Capital, LLC Experience June 2008 - August 2008
Job Website Development & Mangament
Industry Internet
Experience
The Hina Group March 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Sembler Investments September 2008 - December 2008
Cross Keys Capital, LLC June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
B.S., Finance
Shanghai University of Finance and Economics
International Business, Mandarin Chinese
Université Moulay Ismail Meknès
Islamic Finance, French & Arabic
The Hina Group March 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Sembler Investments September 2008 - December 2008
Cross Keys Capital, LLC June 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Public Speaking
Education
University of Florida - Warrington College of Business Administration 2006 — 2009
B.S., Finance
Shanghai University of Finance and Economics
International Business, Mandarin Chinese
Université Moulay Ismail Meknès
Islamic Finance, French & Arabic
Jason Shapiro's Cross Keys Capital, LLC Experience May 2013 - July 2013
Job AdvisoryBusiness Risk Consultant at Deloitte
Industry Accounting
Experience
Deloitte June 2015 - Present
Alpha Epsilon Pi December 2013 - December 2014
Cross Keys Capital, LLC May 2013 - July 2013
RuffaloCODY January 2013 - June 2013
Florida House of Representatives January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Writing, Communication, Public Speaking, Social Media, Microsoft Office, PowerPoint, Fundraising, Social Media Marketing, Facebook, Community Outreach, Research, Leadership, Event Planning, Social Networking, Teamwork, Market Research, Accounting, Leadership Development
Education
Florida State University 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Deloitte June 2015 - Present
Alpha Epsilon Pi December 2013 - December 2014
Cross Keys Capital, LLC May 2013 - July 2013
RuffaloCODY January 2013 - June 2013
Florida House of Representatives January 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Writing, Communication, Public Speaking, Social Media, Microsoft Office, PowerPoint, Fundraising, Social Media Marketing, Facebook, Community Outreach, Research, Leadership, Event Planning, Social Networking, Teamwork, Market Research, Accounting, Leadership Development
Education
Florida State University 2011 — 2015
Bachelor’s Degree, Accounting and Finance
Aja Lyonfields Aja Lyonfields's Cross Keys Capital, LLC Experience May 2013 - October 2013
Job Assistant Creative Consultant at FleishmanHillard
Industry Graphic Design
Experience
FleishmanHillard August 2015 - Present
Aja Design August 2010 - Present
Alexander Manufacturing October 2013 - July 2015
Voices for Children (CASA Advocates) September 2013 - November 2013
Cross Keys Capital, LLC May 2013 - October 2013
Skills
Graphic Design, Marketing, Public Speaking, Adobe Creative Suite, Copywriting, Brand Development, Team Leadership, InDesign, Sales, Illustrator, Branding & Identity, Layout, Photoshop, Squarespace, Vector Illustration, Logo Design, User Experience, User Interface, Product Catalogues, Prezi, Typography, Web Design, Windows, PowerPoint, Joomla, CSS, Packaging, Publications, Posters, Flyers, Magazine Layout Design, Photography, Dreamweaver, Flash, iContact, Mac, Constant Contact, HTML 5, Adobe Acrobat, Visual Communication, WordPress, Brochures, Illustration, Microsoft Office, Social Media, Art
Education
Maryville University of Saint Louis 2011 — 2013
Bachelor of Arts (B.A.), Graphic Design
Truman State University 2009 — 2010
FleishmanHillard August 2015 - Present
Aja Design August 2010 - Present
Alexander Manufacturing October 2013 - July 2015
Voices for Children (CASA Advocates) September 2013 - November 2013
Cross Keys Capital, LLC May 2013 - October 2013
Skills
Graphic Design, Marketing, Public Speaking, Adobe Creative Suite, Copywriting, Brand Development, Team Leadership, InDesign, Sales, Illustrator, Branding & Identity, Layout, Photoshop, Squarespace, Vector Illustration, Logo Design, User Experience, User Interface, Product Catalogues, Prezi, Typography, Web Design, Windows, PowerPoint, Joomla, CSS, Packaging, Publications, Posters, Flyers, Magazine Layout Design, Photography, Dreamweaver, Flash, iContact, Mac, Constant Contact, HTML 5, Adobe Acrobat, Visual Communication, WordPress, Brochures, Illustration, Microsoft Office, Social Media, Art
Education
Maryville University of Saint Louis 2011 — 2013
Bachelor of Arts (B.A.), Graphic Design
Truman State University 2009 — 2010
Joshua Tohen's Cross Keys Capital, LLC Experience May 2013 - Present
Job Investment Banking Associate at Cross Keys Capital, LLC
Industry Financial Services
Experience
Cross Keys Capital, LLC May 2013 - Present
Burger King Corporation June 2012 - December 2012
Banyan Mezzanine Partners January 2012 - May 2012
Boca Capital Partners June 2011 - August 2011
PTG Capital June 2008 - May 2010
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Mergers, Equities, Trading, Word, Microsoft Office, Corporate Finance, Investments, Financial Reporting, Valuation, Bloomberg, Six Sigma, Mergers & Acquisitions, Strategy, Investment Banking, Finance, Due Diligence, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
Boston University Questrom School of Business 2004 — 2008
BSBA, Business Administraton
Park Tudor School 2000 — 2004
High School
Cross Keys Capital, LLC May 2013 - Present
Burger King Corporation June 2012 - December 2012
Banyan Mezzanine Partners January 2012 - May 2012
Boca Capital Partners June 2011 - August 2011
PTG Capital June 2008 - May 2010
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Mergers, Equities, Trading, Word, Microsoft Office, Corporate Finance, Investments, Financial Reporting, Valuation, Bloomberg, Six Sigma, Mergers & Acquisitions, Strategy, Investment Banking, Finance, Due Diligence, Microsoft Excel
Education
University of Miami - School of Business 2010 — 2012
MBA, Finance, Mergers & Acquisitions
Boston University Questrom School of Business 2004 — 2008
BSBA, Business Administraton
Park Tudor School 2000 — 2004
High School
Jordan Stuart Jordan Stuart's Cross Keys Capital, LLC Experience March 2014 - Present
Job Corporate Finance Intern at Ralph Lauren
Industry
Experience
Ralph Lauren June 2015 - Present
Cross Keys Capital, LLC March 2014 - Present
Education
Duke University 2012 — 2016
Ralph Lauren June 2015 - Present
Cross Keys Capital, LLC March 2014 - Present
Education
Duke University 2012 — 2016
John M. Tiedmann Jr.'s Cross Keys Capital, LLC Experience January 2013 - November 2013
Job Investment Banking Analyst at Brown Gibbons Lang & Company
Industry Financial Services
Experience
Cross Keys Capital, LLC January 2013 - November 2013
Tower Hill Trading August 2012 - January 2013
MF Global June 2011 - August 2011
Indiana University Student Foundation August 2010 - May 2011
Huber Financial May 2010 - July 2010
Royal Melbourne Country Club March 2002 - June 2010
Indiana University Bloomington August 2009 - December 2009
Skills
Trading, Options, Financial Modeling, Investment Banking, Valuation, Equities, Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Business Development, Capital IQ, Business Analysis, Financial Markets, Economics, Leadership Development, Salesforce.com, Bloomberg Terminal, Capital Raising, Finance, Securities, Alternative Investments, Bloomberg, Investments, Analysis, Mutual Funds, Corporate Finance, Leadership, Entrepreneurship, Business Valuation, Wealth Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Majors: Finance & Technology Management
Cross Keys Capital, LLC January 2013 - November 2013
Tower Hill Trading August 2012 - January 2013
MF Global June 2011 - August 2011
Indiana University Student Foundation August 2010 - May 2011
Huber Financial May 2010 - July 2010
Royal Melbourne Country Club March 2002 - June 2010
Indiana University Bloomington August 2009 - December 2009
Skills
Trading, Options, Financial Modeling, Investment Banking, Valuation, Equities, Microsoft Office, Due Diligence, Microsoft Excel, Financial Analysis, Mergers & Acquisitions, Business Development, Capital IQ, Business Analysis, Financial Markets, Economics, Leadership Development, Salesforce.com, Bloomberg Terminal, Capital Raising, Finance, Securities, Alternative Investments, Bloomberg, Investments, Analysis, Mutual Funds, Corporate Finance, Leadership, Entrepreneurship, Business Valuation, Wealth Management
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science in Business, Majors: Finance & Technology Management
Marjorie Chang Marjorie Chang's Cross Keys Capital, LLC Experience 2009 - Present
Job Vice President Cross Keys Capital
Industry Investment Banking
Experience
Cross Keys Capital, LLC 2009 - Present
Becker Professional Services 1995 - 2009
Chiron Corporation 1990 - 1995
Coloplast 1983 - 1986
Johnson & Johnson - Critikon division 1981 - 1983
Skills
Accounting, Business Planning, Capital, Corporate Finance, Due Diligence, Finance
Education
University of South Florida
Cross Keys Capital, LLC 2009 - Present
Becker Professional Services 1995 - 2009
Chiron Corporation 1990 - 1995
Coloplast 1983 - 1986
Johnson & Johnson - Critikon division 1981 - 1983
Skills
Accounting, Business Planning, Capital, Corporate Finance, Due Diligence, Finance
Education
University of South Florida
Brandon Mayer Brandon Mayer's Cross Keys Capital, LLC Experience May 2014 - October 2014
Job Associate Consultant at Capgemini
Industry Financial Services
Experience
Capgemini October 2014 - Present
Cross Keys Capital, LLC May 2014 - October 2014
University of Michigan September 2010 - May 2014
Eagle Ottawa LLC November 2012 - February 2013
Cancer Treatment Centers of America May 2011 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Valuation, Microsoft Office, PowerPoint, Finance, Due Diligence, Investments, Microsoft Word, Equities, Data Analysis, Analysis, Statistics, Investment Banking, Forecasting, Mergers & Acquisitions, Market Research
Education
University of Michigan 2010 — 2014
Bachelor's degree, Major: Economics Minors: BBA and Judaic Studies
Deerfield High School 2006 — 2010
Capgemini October 2014 - Present
Cross Keys Capital, LLC May 2014 - October 2014
University of Michigan September 2010 - May 2014
Eagle Ottawa LLC November 2012 - February 2013
Cancer Treatment Centers of America May 2011 - August 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Economics, Valuation, Microsoft Office, PowerPoint, Finance, Due Diligence, Investments, Microsoft Word, Equities, Data Analysis, Analysis, Statistics, Investment Banking, Forecasting, Mergers & Acquisitions, Market Research
Education
University of Michigan 2010 — 2014
Bachelor's degree, Major: Economics Minors: BBA and Judaic Studies
Deerfield High School 2006 — 2010
Hilary Shapiro's Cross Keys Capital, LLC Experience May 2010 - August 2010
Job Associate Account Manager at WebMD
Industry Marketing and Advertising
Experience
WebMD January 2014 - Present
Havas Life October 2012 - January 2014
Powell Tate June 2012 - August 2012
IMG August 2010 - June 2012
Alpha Epsilon Phi at the University of Central Florida November 2010 - December 2011
National Basketball Retired Players Association Legends of Basketball March 2011 - September 2011
Cross Keys Capital, LLC May 2010 - August 2010
Boys & Girls Clubs of America January 2010 - May 2010
Skills
Public Relations, Social Media, Facebook, Marketing, Press Releases, Sponsorship, Marketing Strategy, Advertising, Cision, Strategic Planning, Business Development, Social Networking, Social Media Marketing, Marketing Communications, Research, Integrated Marketing, Pharmaceutical Industry, Account Management, Healthcare Management, Advertising Research, Market Research, Microsoft Suites, Event Planning
Education
University of Central Florida 2008 — 2012
Bachelor of Science, Advertising and Public Relations
WebMD January 2014 - Present
Havas Life October 2012 - January 2014
Powell Tate June 2012 - August 2012
IMG August 2010 - June 2012
Alpha Epsilon Phi at the University of Central Florida November 2010 - December 2011
National Basketball Retired Players Association Legends of Basketball March 2011 - September 2011
Cross Keys Capital, LLC May 2010 - August 2010
Boys & Girls Clubs of America January 2010 - May 2010
Skills
Public Relations, Social Media, Facebook, Marketing, Press Releases, Sponsorship, Marketing Strategy, Advertising, Cision, Strategic Planning, Business Development, Social Networking, Social Media Marketing, Marketing Communications, Research, Integrated Marketing, Pharmaceutical Industry, Account Management, Healthcare Management, Advertising Research, Market Research, Microsoft Suites, Event Planning
Education
University of Central Florida 2008 — 2012
Bachelor of Science, Advertising and Public Relations
Colby Meyers's Cross Keys Capital, LLC Experience May 2010 - August 2010
Job OPTIONS Analyst at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. June 2012 - Present
University of Miami School of Business August 2008 - May 2012
The Calderaro Tyrrell Law Group June 2011 - August 2011
Cross Keys Capital, LLC May 2010 - August 2010
Tunnelbrook Capital LLC 2009 - 2010
Skills
Organizing, Adobe Bridge, Illustrator, InDesign, Photoshop, Graphic Design, Microsoft Office, Access, Excel, Outlook, PowerPoint, Word, Photography, Sailing, Tennis, Travel, Microsoft Word
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Business Law, Accounting
Hogeschool voor Economische Studies Amsterdam (HES) 2011 — 2011
Raymond James Financial Inc. June 2012 - Present
University of Miami School of Business August 2008 - May 2012
The Calderaro Tyrrell Law Group June 2011 - August 2011
Cross Keys Capital, LLC May 2010 - August 2010
Tunnelbrook Capital LLC 2009 - 2010
Skills
Organizing, Adobe Bridge, Illustrator, InDesign, Photoshop, Graphic Design, Microsoft Office, Access, Excel, Outlook, PowerPoint, Word, Photography, Sailing, Tennis, Travel, Microsoft Word
Education
University of Miami - School of Business 2008 — 2012
Bachelor of Business Administration, Finance, Business Law, Accounting
Hogeschool voor Economische Studies Amsterdam (HES) 2011 — 2011
Jordan D. Perry, Jr.'s Cross Keys Capital, LLC Experience January 2006 - January 2008
Job Electronics Trader PAB
Industry Import and Export
Experience
PAB Trading LLC June 2012 - Present
H.I.G. Capital August 2009 - January 2011
H.I.G. Capital January 2008 - August 2009
Cross Keys Capital, LLC January 2006 - January 2008
The Meshberg Group May 2005 - August 2005
Apex Partners May 2004 - August 2004
Education
Lynn University 2002 — 2006
B.S., Business Administration & Marketing
PAB Trading LLC June 2012 - Present
H.I.G. Capital August 2009 - January 2011
H.I.G. Capital January 2008 - August 2009
Cross Keys Capital, LLC January 2006 - January 2008
The Meshberg Group May 2005 - August 2005
Apex Partners May 2004 - August 2004
Education
Lynn University 2002 — 2006
B.S., Business Administration & Marketing
Ryan Goldsmith, MBA, CFA's Cross Keys Capital, LLC Experience June 2013 - August 2013
Job MBA Graduate seeking position in Investment Management/Financial Analysis
Industry Investment Management
Experience
Cross Keys Capital, LLC June 2013 - August 2013
Cassel Salpeter & Co, LLC January 2012 - May 2013
The Palmetto Bank March 2009 - July 2011
The Palmetto Bank July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Banking, Financial Modeling, Investments, Corporate Finance, Commercial Banking, Credit Risk, Valuation, Credit, Portfolio Management, Mergers & Acquisitions, Investment Banking, Risk Management, Loans, Fixed Income, Finance, Treasury Management, Retail Banking, Bloomberg, Equities, Analysis, Due Diligence, Consumer Lending, Business Valuation, Private Equity
Education
University of Miami 2011 — 2013
Master of Business Administration, Finance, Mergers and Acquisitions
The South Carolina Banker's School 2009 — 2011
Diploma, Banking and Finance
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Financial Management
Cross Keys Capital, LLC June 2013 - August 2013
Cassel Salpeter & Co, LLC January 2012 - May 2013
The Palmetto Bank March 2009 - July 2011
The Palmetto Bank July 2007 - February 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Credit Analysis, Banking, Financial Modeling, Investments, Corporate Finance, Commercial Banking, Credit Risk, Valuation, Credit, Portfolio Management, Mergers & Acquisitions, Investment Banking, Risk Management, Loans, Fixed Income, Finance, Treasury Management, Retail Banking, Bloomberg, Equities, Analysis, Due Diligence, Consumer Lending, Business Valuation, Private Equity
Education
University of Miami 2011 — 2013
Master of Business Administration, Finance, Mergers and Acquisitions
The South Carolina Banker's School 2009 — 2011
Diploma, Banking and Finance
Clemson University - College of Business and Behavioral Science 2003 — 2007
Bachelor of Science, Financial Management
Mark Trouville II's Cross Keys Capital, LLC Experience April 2011 - August 2011
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2014 - Present
Gator Student Investment Fund April 2013 - May 2014
RBC Capital Markets June 2013 - August 2013
University of Florida Microfinance Foundation October 2010 - February 2012
Cross Keys Capital, LLC April 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Investment Banking, Portfolio Management, Economics, Mergers & Acquisitions
Education
Hough Graduate School of Business 2012 — 2014
Masters in Finance
University of Florida 2010 — 2014
Economics, Accounting, Finance
Pine Crest School
High School
RBC Capital Markets August 2014 - Present
Gator Student Investment Fund April 2013 - May 2014
RBC Capital Markets June 2013 - August 2013
University of Florida Microfinance Foundation October 2010 - February 2012
Cross Keys Capital, LLC April 2011 - August 2011
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Investment Banking, Portfolio Management, Economics, Mergers & Acquisitions
Education
Hough Graduate School of Business 2012 — 2014
Masters in Finance
University of Florida 2010 — 2014
Economics, Accounting, Finance
Pine Crest School
High School
Brian M. Murphy, CFA's Cross Keys Capital, LLC Experience January 2011 - July 2013
Job Vice President Corporate Development at Resolute Anesthesia & Pain Solutions, LLC
Industry Investment Banking
Experience
Resolute Anesthesia & Pain Solutions, LLC July 2013 - Present
Cross Keys Capital, LLC January 2011 - July 2013
BM Financial Advisory, LLC June 2010 - January 2011
Development Specialists Inc March 2009 - May 2010
Archon Group (Goldman Sachs) June 2006 - January 2009
Westminster Securities Corporation June 2005 - August 2005
Goldstein, Schecter, Price, Lucas, Horwitz & Co., P.A. January 2005 - June 2005
Skills
Financial Modeling, Due Diligence, Cash Flow, Valuation, Private Equity, Finance, Mergers & Acquisitions, Accounting, Financial Analysis, Analysis, Business Planning, Strategy, Investments, Management, Corporate Finance, Competitive Analysis
Education
University of Miami - School of Business 2004 — 2006
BBA, Finance, Accounting
University of Miami 2002 — 2006
BBA, Finance, Accounting
Resolute Anesthesia & Pain Solutions, LLC July 2013 - Present
Cross Keys Capital, LLC January 2011 - July 2013
BM Financial Advisory, LLC June 2010 - January 2011
Development Specialists Inc March 2009 - May 2010
Archon Group (Goldman Sachs) June 2006 - January 2009
Westminster Securities Corporation June 2005 - August 2005
Goldstein, Schecter, Price, Lucas, Horwitz & Co., P.A. January 2005 - June 2005
Skills
Financial Modeling, Due Diligence, Cash Flow, Valuation, Private Equity, Finance, Mergers & Acquisitions, Accounting, Financial Analysis, Analysis, Business Planning, Strategy, Investments, Management, Corporate Finance, Competitive Analysis
Education
University of Miami - School of Business 2004 — 2006
BBA, Finance, Accounting
University of Miami 2002 — 2006
BBA, Finance, Accounting
Jason Porter's Cross Keys Capital, LLC Experience June 2009 - August 2011
Job Senior Vice President at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance August 2011 - Present
Cross Keys Capital, LLC June 2009 - August 2011
Carlstedt, Jackson, Nixon & Wilson CPA's October 2004 - August 2007
Education
University of Miami - School of Business
MBA
University of North Carolina at Wilmington
Masters, Accounting
University of North Carolina at Wilmington
BS, Accounting
Deloitte Corporate Finance August 2011 - Present
Cross Keys Capital, LLC June 2009 - August 2011
Carlstedt, Jackson, Nixon & Wilson CPA's October 2004 - August 2007
Education
University of Miami - School of Business
MBA
University of North Carolina at Wilmington
Masters, Accounting
University of North Carolina at Wilmington
BS, Accounting
Dave Stepanek's Cross Keys Capital, LLC Experience October 2008 - 2012
Job CEO, Blue Ocean Advisors, LLC
Industry Investment Management
Experience
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Blue Ocean Advisors, LLC December 2009 - Present
Blue Ocean Consultants, LLC 2011 - Present
Cross Keys Capital, LLC October 2008 - 2012
Athena Capital Partners 2006 - 2008
InterCoastal Ventures 2004 - 2006
Advantage Capital Partners 2000 - 2004
Northern Trust 1998 - 2000
Franklin Templeton Investments 1997 - 1997
Raymond James Financial Inc. 1996 - 1996
Skills
Private Equity, Venture Capital, Investment Banking, Wealth Management, Mergers & Acquisitions, Alternative Investments, Corporate Development, Investments, Real Estate, Finance, M&A experience, Investor Relations, Executive Management, Financial Services, Strategy, Portfolio Management, Due Diligence
Education
Eckerd College
BA, International Business
Byron Waldman's Cross Keys Capital, LLC Experience May 2009 - Present
Job Experienced CEO, Entrepreneur and Advisor
Industry Investment Banking
Experience
Cross Keys Capital, LLC May 2009 - Present
Capital Technology Group, Inc. October 2008 - Present
FUTREX Inc. December 1993 - November 2008
Anderson, Hibey, Nauheim and Blair 1990 - 1992
McNair Group, Inc. 1987 - 1990
IC Industries, Inc. 1982 - 1987
U.S. Senate Budget Committee 1980 - 1982
U.S. Department of Transportation 1972 - 1979
Skills
Strategic Partnerships, M&A experience, Government, Financial Modeling, Private Equity, Strategic Planning, Mergers, Valuation, Program Management, Governance, Due Diligence, Mergers & Acquisitions, Finance, Corporate Development, Leadership, Investment Banking, Venture Capital
Education
The George Washington University 1976 — 1977
MPA, Public Administration and Finance
Virginia Polytechnic Institute and State University 1967 — 1972
BA, Political Science
Cross Keys Capital, LLC May 2009 - Present
Capital Technology Group, Inc. October 2008 - Present
FUTREX Inc. December 1993 - November 2008
Anderson, Hibey, Nauheim and Blair 1990 - 1992
McNair Group, Inc. 1987 - 1990
IC Industries, Inc. 1982 - 1987
U.S. Senate Budget Committee 1980 - 1982
U.S. Department of Transportation 1972 - 1979
Skills
Strategic Partnerships, M&A experience, Government, Financial Modeling, Private Equity, Strategic Planning, Mergers, Valuation, Program Management, Governance, Due Diligence, Mergers & Acquisitions, Finance, Corporate Development, Leadership, Investment Banking, Venture Capital
Education
The George Washington University 1976 — 1977
MPA, Public Administration and Finance
Virginia Polytechnic Institute and State University 1967 — 1972
BA, Political Science
Brian LaBasco's Cross Keys Capital, LLC Experience January 2013 - Present
Job Vice President at Cross Keys Capital, LLC
Industry Investment Banking
Experience
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance
Cross Keys Capital, LLC January 2013 - Present
RBC Capital Markets August 2011 - December 2012
Palladium Equity Partners July 2010 - August 2011
Sun Capital Partners January 2008 - January 2010
Lehman Brothers July 2005 - December 2007
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Capital Markets, Mergers & Acquisitions, Investment Banking, Investments
Education
University of Miami 2003 — 2004
Bachelor of Business Administration, Finance