Crosstree Capital Partners, Inc.
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Crosstree Capital Partners, Inc. Employees
Employee
Years
Job
Industry
Daniel Sterni Daniel Sterni's Crosstree Capital Partners, Inc. Experience January 2011 - October 2013
Job Business Analyst at Baldwin Krystyn Sherman Partners
Industry Investment Banking
Experience
Baldwin Krystyn Sherman Partners July 2015 - Present
Skyway Capital Partners February 2015 - July 2015
Aberdeen Advisors, Inc. October 2013 - December 2014
Crosstree Capital Partners, Inc. January 2011 - October 2013
SeaWorld Parks & Entertainment March 2009 - November 2010
Skills
Capital IQ, Valuation, Investments, Market Research, Corporate Finance, Banking, Business Strategy, Investment Banking, Financial Modeling, Management, InDesign, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Finance, Microsoft Excel
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA)
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), Finance
Baldwin Krystyn Sherman Partners July 2015 - Present
Skyway Capital Partners February 2015 - July 2015
Aberdeen Advisors, Inc. October 2013 - December 2014
Crosstree Capital Partners, Inc. January 2011 - October 2013
SeaWorld Parks & Entertainment March 2009 - November 2010
Skills
Capital IQ, Valuation, Investments, Market Research, Corporate Finance, Banking, Business Strategy, Investment Banking, Financial Modeling, Management, InDesign, Due Diligence, Mergers & Acquisitions, Private Equity, Financial Analysis, Finance, Microsoft Excel
Education
University of Florida 2014 — 2015
Master of Business Administration (MBA)
University of South Florida 2008 — 2010
Bachelor of Science (B.S.), Finance
Candice Mostisser Candice Mostisser's Crosstree Capital Partners, Inc. Experience May 2013 - August 2013
Job Analyst, Mergers and Acquisitions at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2015 - Present
Study Edge August 2012 - Present
BMO Capital Markets June 2014 - August 2014
Crosstree Capital Partners, Inc. May 2013 - August 2013
University Athletic Association August 2012 - May 2013
Skills
Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Accounting, Leadership, Financial Analysis, Finance, Data Analysis, Auditing, Investment Banking, Spanish, Budgets
Education
University of Florida 2011 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.74
BMO Capital Markets July 2015 - Present
Study Edge August 2012 - Present
BMO Capital Markets June 2014 - August 2014
Crosstree Capital Partners, Inc. May 2013 - August 2013
University Athletic Association August 2012 - May 2013
Skills
Valuation, Corporate Finance, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Forecasting, Accounting, Leadership, Financial Analysis, Finance, Data Analysis, Auditing, Investment Banking, Spanish, Budgets
Education
University of Florida 2011 — 2015
Master of Science (M.S.), Finance, General
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Accounting and Finance, 3.74
Christian Clem Christian Clem's Crosstree Capital Partners, Inc. Experience 2008 - 2008
Job Solar Design / Sales Support at EcoMark Solar
Industry Renewables & Environment
Experience
EcoMark Solar October 2014 - Present
Doyle Wealth Management January 2012 - June 2014
UBS AG 2011 - 2011
J.P. Morgan January 2009 - June 2010
Capital Solutions, Inc. June 2008 - August 2008
Crosstree Capital Partners, Inc. 2008 - 2008
Florida Capital Partners September 2007 - December 2007
Merrill Lynch & Co. January 2007 - April 2007
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance
University of Delaware 2004 — 2005
Business/Commerce, General
EcoMark Solar October 2014 - Present
Doyle Wealth Management January 2012 - June 2014
UBS AG 2011 - 2011
J.P. Morgan January 2009 - June 2010
Capital Solutions, Inc. June 2008 - August 2008
Crosstree Capital Partners, Inc. 2008 - 2008
Florida Capital Partners September 2007 - December 2007
Merrill Lynch & Co. January 2007 - April 2007
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance
University of Tampa - John H. Sykes College of Business 2005 — 2008
Bachelor of Science (B.S.), Finance
University of Delaware 2004 — 2005
Business/Commerce, General
Stephen Tackney Stephen Tackney's Crosstree Capital Partners, Inc. Experience July 2015 - Present
Job Healthcare Investment Banking Analyst
Industry Banking
Experience
Crosstree Capital Partners, Inc. July 2015 - Present
SunTrust Robinson Humphrey May 2014 - June 2015
Naylor, LLC March 2013 - May 2014
Brown & Brown July 2010 - August 2010
Volusia County June 2008 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Finance, Valuation
Education
University of Florida - Warrington College Of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
University of Mannheim 2011 — 2012
Study Abroad, Finance, General
Crosstree Capital Partners, Inc. July 2015 - Present
SunTrust Robinson Humphrey May 2014 - June 2015
Naylor, LLC March 2013 - May 2014
Brown & Brown July 2010 - August 2010
Volusia County June 2008 - July 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Financial Analysis, Microsoft Word, Financial Modeling, Finance, Valuation
Education
University of Florida - Warrington College Of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
University of Mannheim 2011 — 2012
Study Abroad, Finance, General
Bilal BK Khan Bilal BK Khan's Crosstree Capital Partners, Inc. Experience May 2010 - August 2010
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
Goldman Sachs August 2014 - Present
Wells Fargo Securities June 2011 - August 2014
Crosstree Capital Partners, Inc. May 2010 - August 2010
T Rowe Price February 2010 - May 2010
LPL Financial January 2008 - July 2009
ING June 2007 - December 2007
Skills
Investment Banking, Mergers, Valuation, Financial Modeling, Financial Analysis, Equity Valuation, Leveraged Finance, Mergers & Acquisitions, Series 7, Finance, Asset Management, Bloomberg, Financial Advisory, Investments, Private Equity, Capital Markets
Education
University of South Florida 2009 — 2011
Masters, Finance
University of Florida 2003 — 2007
Bachelors of Arts, Political Science
Ryan Memoli Ryan Memoli's Crosstree Capital Partners, Inc. Experience July 2010 - December 2010
Job Corporate Credit Analyst at Raymond James Bank
Industry Financial Services
Experience
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Raymond James Bank March 2012 - Present
Raymond James & Associates, Inc January 2011 - March 2012
Crosstree Capital Partners, Inc. July 2010 - December 2010
SPARK LABS January 2010 - July 2010
Skills
Financial Analysis, Market Research, Business Development, Financial Modeling, Valuation, Investments, Corporate Finance, Bloomberg, Due Diligence
Education
University of South Florida 2009 — 2010
Masters, Entrepreneurship
University of Florida 2007 — 2009
Bachelors, Finance
Michael Tomaino Michael Tomaino's Crosstree Capital Partners, Inc. Experience December 2011 - May 2012
Job Investment Banking Analyst at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities June 2013 - Present
TECO Energy May 2012 - June 2013
Crosstree Capital Partners, Inc. December 2011 - May 2012
Ballast Point Ventures April 2011 - December 2011
Skills
Financial Modeling
Education
University of South Florida 2009 — 2013
Bachers of Arts, Finance and Accounting
Jesuit High School 2005 — 2009
Deutsche Bank Securities June 2013 - Present
TECO Energy May 2012 - June 2013
Crosstree Capital Partners, Inc. December 2011 - May 2012
Ballast Point Ventures April 2011 - December 2011
Skills
Financial Modeling
Education
University of South Florida 2009 — 2013
Bachers of Arts, Finance and Accounting
Jesuit High School 2005 — 2009
Dario Loayza Dario Loayza's Crosstree Capital Partners, Inc. Experience August 2006 - December 2006
Job AVP, Commercial Credit Underwriter
Industry Banking
Experience
USAmeriBank January 2015 - Present
HomeBanc N.A. December 2013 - November 2014
HomeBanc N.A. June 2013 - December 2013
Carnahan Group April 2009 - May 2013
Carnahan Group May 2008 - April 2009
Bay Cities Bank September 2007 - May 2008
Crosstree Capital Partners, Inc. August 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Excel, Investments, Microsoft Excel, Investment Banking, Analysis, Accounting, Forecasting, Equities, Cash Flow, Loans, Microsoft Office, Business Valuation, Financial Statements, Corporate Finance, Portfolio Management, Data Analysis, Finance
Education
University of South Florida 2006 — 2008
MBA, Finance
University of South Florida 2001 — 2006
BA, Finance
USAmeriBank January 2015 - Present
HomeBanc N.A. December 2013 - November 2014
HomeBanc N.A. June 2013 - December 2013
Carnahan Group April 2009 - May 2013
Carnahan Group May 2008 - April 2009
Bay Cities Bank September 2007 - May 2008
Crosstree Capital Partners, Inc. August 2006 - December 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Excel, Investments, Microsoft Excel, Investment Banking, Analysis, Accounting, Forecasting, Equities, Cash Flow, Loans, Microsoft Office, Business Valuation, Financial Statements, Corporate Finance, Portfolio Management, Data Analysis, Finance
Education
University of South Florida 2006 — 2008
MBA, Finance
University of South Florida 2001 — 2006
BA, Finance
Brian Zapf Brian Zapf's Crosstree Capital Partners, Inc. Experience October 2014 - Present
Job Investment Banker at Crosstree Capital Partners, Inc.
Industry Investment Banking
Experience
Crosstree Capital Partners, Inc. October 2014 - Present
Silverwood Partners June 2010 - July 2013
Silverwood Partners May 2009 - August 2009
Liberty Savings Bank July 2005 - August 2008
Skills
Private Equity, Investment Banking, Strategy, Mergers & Acquisitions, Private Placements, Divestitures, Finance, Valuation, Financial Modeling, M&A experience, Corporate Finance, LBO, Corporate Development, Venture Capital, Due Diligence, Leveraged Finance, Business Development, Financial Analysis, Forecasting, Accounting, Analysis, Financial Reporting, TMT, Cross-border M&A, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Budgets, Business Strategy
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Double Major: Finance & Accounting; Minor: Management
University of Michigan 2002 — 2005
BA, Political Science/Economics
CPA Exam Candidate (Passed FAR, AUD & BEC)
Passed Level I of the CFA Program
Crosstree Capital Partners, Inc. October 2014 - Present
Silverwood Partners June 2010 - July 2013
Silverwood Partners May 2009 - August 2009
Liberty Savings Bank July 2005 - August 2008
Skills
Private Equity, Investment Banking, Strategy, Mergers & Acquisitions, Private Placements, Divestitures, Finance, Valuation, Financial Modeling, M&A experience, Corporate Finance, LBO, Corporate Development, Venture Capital, Due Diligence, Leveraged Finance, Business Development, Financial Analysis, Forecasting, Accounting, Analysis, Financial Reporting, TMT, Cross-border M&A, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Budgets, Business Strategy
Education
Indiana University - Kelley School of Business 2008 — 2010
MBA, Double Major: Finance & Accounting; Minor: Management
University of Michigan 2002 — 2005
BA, Political Science/Economics
CPA Exam Candidate (Passed FAR, AUD & BEC)
Passed Level I of the CFA Program
Adam Carie Adam Carie's Crosstree Capital Partners, Inc. Experience 2007 - 2007
Job Manager Formulation Development at Intezyne Technologies
Industry Biotechnology
Experience
Intezyne Technologies January 2013 - Present
Intezyne Technologies March 2008 - January 2013
Moffitt Cancer Center May 2001 - May 2008
Crosstree Capital Partners, Inc. 2007 - 2007
Skills
Formulation of..., Analytical..., Animal models for drug..., Cancer, Drug Delivery, In Vivo, Drug Discovery, Nanoparticles, Drug Development, In Vitro, Transfection, Pharmaceutical Industry, Biotechnology, Animal Models, Biochemistry, Western Blotting, Molecular Biology, HPLC, Clinical Development, Flow Cytometry, Cell Culture, Cell Biology, Analytical Chemistry, Cell, Cancer Research, Lifesciences, Nanotechnology
Education
University of South Florida 2003 — 2008
Ph.D., Cancer Biology
University of South Florida - College of Business Administration 2007 — 2008
Grad. Certificate, Entrepreneurship
Intezyne Technologies January 2013 - Present
Intezyne Technologies March 2008 - January 2013
Moffitt Cancer Center May 2001 - May 2008
Crosstree Capital Partners, Inc. 2007 - 2007
Skills
Formulation of..., Analytical..., Animal models for drug..., Cancer, Drug Delivery, In Vivo, Drug Discovery, Nanoparticles, Drug Development, In Vitro, Transfection, Pharmaceutical Industry, Biotechnology, Animal Models, Biochemistry, Western Blotting, Molecular Biology, HPLC, Clinical Development, Flow Cytometry, Cell Culture, Cell Biology, Analytical Chemistry, Cell, Cancer Research, Lifesciences, Nanotechnology
Education
University of South Florida 2003 — 2008
Ph.D., Cancer Biology
University of South Florida - College of Business Administration 2007 — 2008
Grad. Certificate, Entrepreneurship
Ricky Dodds Ricky Dodds's Crosstree Capital Partners, Inc. Experience February 2010 - May 2010
Job Associate, Equity Research at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2015 - Present
Deutsche Bank 2014 - June 2015
Deutsche Bank 2011 - 2013
C1 Bank June 2010 - March 2011
Crosstree Capital Partners, Inc. February 2010 - May 2010
Ballast Point Ventures September 2009 - May 2010
Skills
Valuation, Equity Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Investments, Equities, Mergers, Fixed Income, Due Diligence
Education
Columbia University - Columbia Business School
University of South Florida
Indiana University Bloomington
Deutsche Bank June 2015 - Present
Deutsche Bank 2014 - June 2015
Deutsche Bank 2011 - 2013
C1 Bank June 2010 - March 2011
Crosstree Capital Partners, Inc. February 2010 - May 2010
Ballast Point Ventures September 2009 - May 2010
Skills
Valuation, Equity Capital Markets, Investment Banking, Financial Modeling, Financial Analysis, Private Equity, Capital Markets, Investments, Equities, Mergers, Fixed Income, Due Diligence
Education
Columbia University - Columbia Business School
University of South Florida
Indiana University Bloomington
Ryan Kania's Crosstree Capital Partners, Inc. Experience January 2011 - May 2011
Job CEO Advocates for World Health, Inc.
Industry Medical Devices
Experience
Advocates for World Health, Inc. December 2008 - Present
Crosstree Capital Partners, Inc. January 2011 - May 2011
University of South Florida May 2010 - December 2010
USF Honors College January 2009 - January 2010
Northwestern Mutual April 2008 - July 2008
Residence at Timber Pines November 2006 - December 2007
Skills
Medical Devices, Healthcare, Strategic Planning, Financial Analysis, Leadership, Research, Lifesciences, PowerPoint, Finance, Management, Healthcare Information..., Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Access, Social Media, Event Planning, Customer Service, Data Analysis
Education
University of South Florida 2007 — 2010
B.S, B.A, Economics, Mathematics, Finance, 3.93 GPA
Advocates for World Health, Inc. December 2008 - Present
Crosstree Capital Partners, Inc. January 2011 - May 2011
University of South Florida May 2010 - December 2010
USF Honors College January 2009 - January 2010
Northwestern Mutual April 2008 - July 2008
Residence at Timber Pines November 2006 - December 2007
Skills
Medical Devices, Healthcare, Strategic Planning, Financial Analysis, Leadership, Research, Lifesciences, PowerPoint, Finance, Management, Healthcare Information..., Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Access, Social Media, Event Planning, Customer Service, Data Analysis
Education
University of South Florida 2007 — 2010
B.S, B.A, Economics, Mathematics, Finance, 3.93 GPA
Chaz Marie Ross-Munro's Crosstree Capital Partners, Inc. Experience April 2013 - November 2013
Job Director of Business Development for Hamilton Engineering & Surveying
Industry Civil Engineering
Experience
Hamilton Engineering & Surveying, Inc. May 2015 - Present
Florida Design Consultants August 2014 - April 2015
Tricycle Studios November 2013 - April 2014
Crosstree Capital Partners, Inc. April 2013 - November 2013
Vitera Healthcare January 2011 - February 2012
Bovis Lend Lease October 2005 - December 2010
Skills
Strategy, Leadership, Proposal Writing, Strategic Planning, Sales, Marketing, Business Development, SEO, Marketing Strategy, Sales Presentations, Management, Marketing Research, Project Planning, Entrepreneurship, Social Media Marketing, Social Media, Lead Generation, Advertising, Competitive Analysis, Training, Cross-functional Team..., Microsoft Office, Public Relations, Market Research, Team Building, Project Management, Analysis, Brand Management, Marketing Communications, Editing, Start-ups, CRM, Research, Budgets, New Business Development, Newsletters, Salesforce.com, Digital Media, Software Documentation, Sales Operations, Mobile Applications, Copywriting, Press Releases, Blogging
Education
University of South Florida 2011 — 2013
M.S., Entrepreneurship in Applied Technologies
Georgia State University 2000 — 2003
B.A., Communications
St. Louis Community College 1999 — 2000
A.A., General Studies
Hamilton Engineering & Surveying, Inc. May 2015 - Present
Florida Design Consultants August 2014 - April 2015
Tricycle Studios November 2013 - April 2014
Crosstree Capital Partners, Inc. April 2013 - November 2013
Vitera Healthcare January 2011 - February 2012
Bovis Lend Lease October 2005 - December 2010
Skills
Strategy, Leadership, Proposal Writing, Strategic Planning, Sales, Marketing, Business Development, SEO, Marketing Strategy, Sales Presentations, Management, Marketing Research, Project Planning, Entrepreneurship, Social Media Marketing, Social Media, Lead Generation, Advertising, Competitive Analysis, Training, Cross-functional Team..., Microsoft Office, Public Relations, Market Research, Team Building, Project Management, Analysis, Brand Management, Marketing Communications, Editing, Start-ups, CRM, Research, Budgets, New Business Development, Newsletters, Salesforce.com, Digital Media, Software Documentation, Sales Operations, Mobile Applications, Copywriting, Press Releases, Blogging
Education
University of South Florida 2011 — 2013
M.S., Entrepreneurship in Applied Technologies
Georgia State University 2000 — 2003
B.A., Communications
St. Louis Community College 1999 — 2000
A.A., General Studies
Jason Reyes Jason Reyes's Crosstree Capital Partners, Inc. Experience September 2015 - Present
Job Investment Banking Fall Intern at Crosstree Capital Partners, Inc.
Industry Financial Services
Experience
Crosstree Capital Partners, Inc. September 2015 - Present
Ballast Point Ventures January 2015 - August 2015
USF Student Managed Investment Fund May 2014 - May 2015
Scottrade July 2012 - August 2014
AMF January 2012 - April 2012
Skills
Financial Analysis, Equity Research, Investments, Stock Market, Financial Services, Highly detail oriented, Close Attention to..., Highly motivated..., Enthusiasm to learn, Solution Seeker, Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Finance and Financial Management Services
Crosstree Capital Partners, Inc. September 2015 - Present
Ballast Point Ventures January 2015 - August 2015
USF Student Managed Investment Fund May 2014 - May 2015
Scottrade July 2012 - August 2014
AMF January 2012 - April 2012
Skills
Financial Analysis, Equity Research, Investments, Stock Market, Financial Services, Highly detail oriented, Close Attention to..., Highly motivated..., Enthusiasm to learn, Solution Seeker, Analysis, Customer Service, Microsoft Excel, Public Speaking, Teamwork
Education
University of South Florida 2011 — 2016
Bachelor's Degree, Finance and Financial Management Services
Gordon Ryerson Gordon Ryerson's Crosstree Capital Partners, Inc. Experience March 2004 - December 2012
Job Managing Director at Novumed LLC
Industry Financial Services
Experience
Novumed LLC June 2012 - Present
Crosstree Capital Partners, Inc. March 2004 - December 2012
William R. Hough & Co. (RBC Dain Rauscher) April 2002 - March 2004
Eckerd Corporation January 2000 - April 2002
Honeywell Aerospace January 1999 - January 2000
Catalyst Ventures August 1998 - January 1999
US Navy January 1991 - December 1996
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Private Equity, Business Strategy, Due Diligence, Mergers, Venture Capital, Corporate Development, Market Research, Mergers & Acquisitions, Investment Banking, Management Consulting, Divestitures, Financial Structuring, Finance, Financial Services, Forecasting, Strategic M&A, Capital Markets, Structured Finance, Licensing, Strategy, Sales
Education
University of South Florida 1996 — 1998
MBA, Finance and International Business
Auburn University 1986 — 1990
BS, Economics
Novumed LLC June 2012 - Present
Crosstree Capital Partners, Inc. March 2004 - December 2012
William R. Hough & Co. (RBC Dain Rauscher) April 2002 - March 2004
Eckerd Corporation January 2000 - April 2002
Honeywell Aerospace January 1999 - January 2000
Catalyst Ventures August 1998 - January 1999
US Navy January 1991 - December 1996
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investments, Private Equity, Business Strategy, Due Diligence, Mergers, Venture Capital, Corporate Development, Market Research, Mergers & Acquisitions, Investment Banking, Management Consulting, Divestitures, Financial Structuring, Finance, Financial Services, Forecasting, Strategic M&A, Capital Markets, Structured Finance, Licensing, Strategy, Sales
Education
University of South Florida 1996 — 1998
MBA, Finance and International Business
Auburn University 1986 — 1990
BS, Economics
James Hilton James Hilton's Crosstree Capital Partners, Inc. Experience January 2010 - Present
Job Principal at Crosstree Capital Partners, Inc.
Industry Investment Banking
Experience
Crosstree Capital Partners, Inc. January 2010 - Present
Crosstree Capital Partners, Inc. May 2006 - December 2009
KeyBanc Capital Markets January 1998 - April 2001
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Placements, Corporate Finance, Company Valuation, Valuation, Venture Capital, Private Equity, Capital Markets
Education
Duke University 1990 — 1996
Doctor of Philosophy (PhD), Biochemistry
The University of Akron 1986 — 1990
Bachelor of Science (BS), Natural Sciences
Crosstree Capital Partners, Inc. January 2010 - Present
Crosstree Capital Partners, Inc. May 2006 - December 2009
KeyBanc Capital Markets January 1998 - April 2001
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Private Placements, Corporate Finance, Company Valuation, Valuation, Venture Capital, Private Equity, Capital Markets
Education
Duke University 1990 — 1996
Doctor of Philosophy (PhD), Biochemistry
The University of Akron 1986 — 1990
Bachelor of Science (BS), Natural Sciences
Ryan Lane Ryan Lane's Crosstree Capital Partners, Inc. Experience May 2011 - June 2011
Job Associate at New York Life Real Estate Investors
Industry Commercial Real Estate
Experience
New York Life Real Estate Investors March 2015 - Present
Piedmont Office Realty Trust December 2013 - March 2015
KPMG US August 2012 - December 2013
Intrepid Capital June 2011 - August 2011
Crosstree Capital Partners, Inc. May 2011 - June 2011
Education
University of Florida - Warrington College Of Business 2010 — 2012
Master of Science, Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor of Science in Business Administration, Finance
Tsinghua University 2010 — 2010
N/A, Chinese Studies
New York Life Real Estate Investors March 2015 - Present
Piedmont Office Realty Trust December 2013 - March 2015
KPMG US August 2012 - December 2013
Intrepid Capital June 2011 - August 2011
Crosstree Capital Partners, Inc. May 2011 - June 2011
Education
University of Florida - Warrington College Of Business 2010 — 2012
Master of Science, Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor of Science in Business Administration, Finance
Tsinghua University 2010 — 2010
N/A, Chinese Studies
Kim Gill Kim Gill's Crosstree Capital Partners, Inc. Experience January 2014 - December 2014
Job President, North Shore Business Services
Industry Capital Markets
Experience
NorthShore Business Services February 2005 - Present
Crosstree Capital Partners, Inc. January 2014 - December 2014
Crosstree Capital Partners, Inc. December 2013 - September 2014
Houlihan Smith & Company March 2008 - June 2010
Geneva Capital Markets (Citigroup Co.) August 1987 - November 2004
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Financial Modeling, Investments, Entrepreneurship, Corporate Finance, Venture Capital, Business Valuation, Business Strategy, Financial Analysis, Corporate Development, Finance
Education
University of Illinois at Chicago
NorthShore Business Services February 2005 - Present
Crosstree Capital Partners, Inc. January 2014 - December 2014
Crosstree Capital Partners, Inc. December 2013 - September 2014
Houlihan Smith & Company March 2008 - June 2010
Geneva Capital Markets (Citigroup Co.) August 1987 - November 2004
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Valuation, Financial Modeling, Investments, Entrepreneurship, Corporate Finance, Venture Capital, Business Valuation, Business Strategy, Financial Analysis, Corporate Development, Finance
Education
University of Illinois at Chicago
Ian Dawley Ian Dawley's Crosstree Capital Partners, Inc. Experience May 2010 - June 2010
Job Analyst
Industry Financial Services
Experience
Highbridge Capital Management April 2014 - Present
Citi May 2012 - April 2014
Citi May 2011 - August 2011
TradePMR May 2009 - May 2011
E.C. Ortiz & Co, CPA July 2010 - July 2010
Crosstree Capital Partners, Inc. May 2010 - June 2010
Education
University of Florida 2010 — 2012
Masters, Finance
University of Florida 2008 — 2011
Bachelor, Accounting
Highbridge Capital Management April 2014 - Present
Citi May 2012 - April 2014
Citi May 2011 - August 2011
TradePMR May 2009 - May 2011
E.C. Ortiz & Co, CPA July 2010 - July 2010
Crosstree Capital Partners, Inc. May 2010 - June 2010
Education
University of Florida 2010 — 2012
Masters, Finance
University of Florida 2008 — 2011
Bachelor, Accounting
Rocio Elizabeth Nunez's Crosstree Capital Partners, Inc. Experience April 2005 - Present
Job Office Manager/HR Administrator at Crosstree Capital Partners, Inc.
Industry Investment Banking
Experience
Crosstree Capital Partners, Inc. April 2005 - Present
American Woman’s Economic Development Corporation (AWED) May 2001 - August 2004
Weill Medical College of Cornell University April 1998 - May 2001
Manhattanville College September 1994 - September 1997
Skills
Employee Benefits, Payroll, Human Resources
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MHRM, Human Resources
Strayer University-Maryland 2005 — 2008
MBA, Management
Manhattanville College 1994 — 1998
BA, Spanish
Crosstree Capital Partners, Inc. April 2005 - Present
American Woman’s Economic Development Corporation (AWED) May 2001 - August 2004
Weill Medical College of Cornell University April 1998 - May 2001
Manhattanville College September 1994 - September 1997
Skills
Employee Benefits, Payroll, Human Resources
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
MHRM, Human Resources
Strayer University-Maryland 2005 — 2008
MBA, Management
Manhattanville College 1994 — 1998
BA, Spanish
Sean Gilmore's Crosstree Capital Partners, Inc. Experience May 2014 - August 2014
Job Investment Banking Summer Analyst
Industry Financial Services
Experience
Study Edge January 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Florida Blue Key Homecoming and Gator Growl March 2014 - November 2014
Crosstree Capital Partners, Inc. May 2014 - August 2014
St. Mary's Episcopal Day School August 2010 - June 2012
Education
University of Florida 2012 — 2016
Master's Degree, Finance
University of Florida 2012 — 2015
Bachelor's degree, Accounting and Finance
Study Edge January 2015 - Present
SunTrust Robinson Humphrey June 2015 - August 2015
Florida Blue Key Homecoming and Gator Growl March 2014 - November 2014
Crosstree Capital Partners, Inc. May 2014 - August 2014
St. Mary's Episcopal Day School August 2010 - June 2012
Education
University of Florida 2012 — 2016
Master's Degree, Finance
University of Florida 2012 — 2015
Bachelor's degree, Accounting and Finance
Viktoria Khutorska-Kuhn Viktoria Khutorska-Kuhn's Crosstree Capital Partners, Inc. Experience January 2014 - January 2015
Job Vice President at Florida Seating
Industry Investment Banking
Experience
Florida Seating February 2015 - Present
Crosstree Capital Partners, Inc. January 2014 - January 2015
Crosstree Capital Partners, Inc. January 2011 - January 2014
Crosstree Capital Partners, Inc. October 2008 - January 2011
University of South Florida August 2006 - December 2008
Crosstree Capital Partners May 2007 - October 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance
Education
University of South Florida 2006 — 2008
MBA, Advanced Finance, Marketing Strategy
University of South Florida - College of Business Administration 2006 — 2008
MBA, Advanced Finance
Manchester University 2000 — 2006
BA, Finance
Florida Seating February 2015 - Present
Crosstree Capital Partners, Inc. January 2014 - January 2015
Crosstree Capital Partners, Inc. January 2011 - January 2014
Crosstree Capital Partners, Inc. October 2008 - January 2011
University of South Florida August 2006 - December 2008
Crosstree Capital Partners May 2007 - October 2008
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Due Diligence, Finance
Education
University of South Florida 2006 — 2008
MBA, Advanced Finance, Marketing Strategy
University of South Florida - College of Business Administration 2006 — 2008
MBA, Advanced Finance
Manchester University 2000 — 2006
BA, Finance
Omar Bhangia's Crosstree Capital Partners, Inc. Experience August 2011 - November 2011
Job Assistant Vice President, Portfolio Manager at Sabadell Bank & Trust
Industry Investment Management
Experience
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
Sabadell Bank & Trust November 2013 - Present
Sabadell Bank & Trust December 2011 - November 2013
Crosstree Capital Partners, Inc. August 2011 - November 2011
Student Managed Investment Fund August 2010 - November 2011
Fine Art Wholesalers March 2007 - September 2008
Fine Art Wholesalers April 2005 - February 2007
Park West Gallery April 2001 - January 2005
Skills
Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Equities, Investments, Analysis, Equity Research, Risk Management, Corporate Finance, MS Project, Microsoft Office, Access, Microsoft Excel, Fixed Income, Asset Managment, Research, PowerPoint, Asset Allocation, SQL, Finance, Management, Mutual Funds, Wealth Management, Securities, VBA, Asset Management
Education
University of South Florida 2008 — 2011
B.S, Finance
University of South Florida 2008 — 2011
B.S, Management Information Systems
CFA Level II Candidate
Michael B. Pappas Michael B. Pappas's Crosstree Capital Partners, Inc. Experience May 2012 - August 2012
Job Analyst, Mergers & Acquisitions at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Gator Student Investment Fund January 2013 - May 2015
Evercore June 2014 - August 2014
Novumed Life Science Consulting & Advisory May 2013 - December 2013
Crosstree Capital Partners, Inc. May 2012 - August 2012
Professional Document Management LLC June 2009 - April 2012
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Investments, Microsoft Office, Corporate Finance, Market Research, Valuation, Strategic Planning, Finance, Business Strategy, Public Speaking
Education
University of Florida 2011 — 2015
Master of Science (MS) , Bachelor of Science (BS), Finance
Evercore June 2015 - Present
Gator Student Investment Fund January 2013 - May 2015
Evercore June 2014 - August 2014
Novumed Life Science Consulting & Advisory May 2013 - December 2013
Crosstree Capital Partners, Inc. May 2012 - August 2012
Professional Document Management LLC June 2009 - April 2012
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Investments, Microsoft Office, Corporate Finance, Market Research, Valuation, Strategic Planning, Finance, Business Strategy, Public Speaking
Education
University of Florida 2011 — 2015
Master of Science (MS) , Bachelor of Science (BS), Finance
Bill Maggart's Crosstree Capital Partners, Inc. Experience July 2006 - February 2008
Job Director at H&M Consulting Group
Industry Research
Experience
H&M Consulting Group February 2008 - Present
Crosstree Capital Partners, Inc. July 2006 - February 2008
Skills
Primary Research, Due Diligence, Investment Research, Market Research, Survey Design, Strategic Planning, Survey Research, Investments, Mergers & Acquisitions, Management, Business Development, Marketing Strategy, Marketing, Valuation, Alternative Investments, Consumer Behaviour, Competitive Intelligence, Project Management, Expert Networks, Retail Sales
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (MBA), Finance
Vanderbilt University 1996 — 2000
Bachelor of Science (BS), Human and Organizational Development
H&M Consulting Group February 2008 - Present
Crosstree Capital Partners, Inc. July 2006 - February 2008
Skills
Primary Research, Due Diligence, Investment Research, Market Research, Survey Design, Strategic Planning, Survey Research, Investments, Mergers & Acquisitions, Management, Business Development, Marketing Strategy, Marketing, Valuation, Alternative Investments, Consumer Behaviour, Competitive Intelligence, Project Management, Expert Networks, Retail Sales
Education
Rollins College - Crummer Graduate School of Business 2003 — 2004
Master of Business Administration (MBA), Finance
Vanderbilt University 1996 — 2000
Bachelor of Science (BS), Human and Organizational Development
Nathan Kinnaird's Crosstree Capital Partners, Inc. Experience May 2010 - November 2011
Job Sr. Financial Analyst at Synergy Health plc
Industry Financial Services
Experience
Synergy Health plc February 2015 - Present
Star2Star Communications, LLC April 2014 - Present
PwC March 2013 - April 2014
Guard-A-Kid November 2011 - February 2013
Crosstree Capital Partners, Inc. May 2010 - November 2011
HealthEdge Investment Partners September 2008 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Due Diligence, Life Sciences, Telecommunications, Financial Analysis, Market Research, Private Equity, Venture Capital, Analysis, PowerPoint, Microsoft Office, Mergers & Acquisitions, Investments, Capital IQ, DCF, M&A experience, Access, Industry Research, LBO, Research, Management, Strategic Planning, Finance, VBA, SQL
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
BS, Economics, 3.6 / 4.0
University of Maryland University College 2006 — 2008
Associate of Arts, Business and Management
Ramstein
Ramstein
Synergy Health plc February 2015 - Present
Star2Star Communications, LLC April 2014 - Present
PwC March 2013 - April 2014
Guard-A-Kid November 2011 - February 2013
Crosstree Capital Partners, Inc. May 2010 - November 2011
HealthEdge Investment Partners September 2008 - May 2010
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Microsoft Excel, Due Diligence, Life Sciences, Telecommunications, Financial Analysis, Market Research, Private Equity, Venture Capital, Analysis, PowerPoint, Microsoft Office, Mergers & Acquisitions, Investments, Capital IQ, DCF, M&A experience, Access, Industry Research, LBO, Research, Management, Strategic Planning, Finance, VBA, SQL
Education
University of Tampa - John H. Sykes College of Business 2008 — 2010
BS, Economics, 3.6 / 4.0
University of Maryland University College 2006 — 2008
Associate of Arts, Business and Management
Ramstein
Ramstein
Chris Gryniewicz's Crosstree Capital Partners, Inc. Experience July 2012 - December 2012
Job Equity Research at Manning & Napier Advisors
Industry Investment Management
Experience
Manning & Napier Advisors June 2013 - Present
University of South Florida August 2012 - June 2013
University of South Florida Student Government May 2012 - June 2013
Crosstree Capital Partners, Inc. July 2012 - December 2012
Valpak January 2010 - June 2012
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Program Management, Customer Service, PowerPoint, Marketing Strategy, Account Management, Social Media Marketing, Capital IQ, Business Strategy
Education
University of South Florida 2009 — 2013
Bachelor of Science, Finance
Manning & Napier Advisors June 2013 - Present
University of South Florida August 2012 - June 2013
University of South Florida Student Government May 2012 - June 2013
Crosstree Capital Partners, Inc. July 2012 - December 2012
Valpak January 2010 - June 2012
Skills
Budgets, Financial Analysis, Microsoft Excel, Microsoft Office, Strategic Planning, Marketing, Program Management, Customer Service, PowerPoint, Marketing Strategy, Account Management, Social Media Marketing, Capital IQ, Business Strategy
Education
University of South Florida 2009 — 2013
Bachelor of Science, Finance
William A. Rock's Crosstree Capital Partners, Inc. Experience January 2015 - Present
Job Associate at Crosstree Capital Partners
Industry Investment Banking
Experience
Crosstree Capital Partners, Inc. January 2015 - Present
Crosstree Capital Partners, Inc. October 2012 - January 2015
Jackson & Jackson PLLC May 2011 - September 2012
Education
Louisiana State University 2010 — 2011
Master of Science (MS), Finance
Louisiana State University 2007 — 2010
Bachelor of Science (BS), Finance
Crosstree Capital Partners, Inc. January 2015 - Present
Crosstree Capital Partners, Inc. October 2012 - January 2015
Jackson & Jackson PLLC May 2011 - September 2012
Education
Louisiana State University 2010 — 2011
Master of Science (MS), Finance
Louisiana State University 2007 — 2010
Bachelor of Science (BS), Finance
Jonathan Boltuch's Crosstree Capital Partners, Inc. Experience May 2011 - August 2011
Job Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2012 - Present
Crosstree Capital Partners, Inc. May 2011 - August 2011
Skills
Capital IQ, Corporate Finance, Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor's degree, Finance
Wells Fargo Securities June 2012 - Present
Crosstree Capital Partners, Inc. May 2011 - August 2011
Skills
Capital IQ, Corporate Finance, Investment Banking, Valuation, Bloomberg, Financial Modeling, Capital Markets
Education
University of Florida 2011 — 2012
Master of Science (M.S.), Finance
University of Florida - Warrington College Of Business 2008 — 2011
Bachelor's degree, Finance