Evercore Company
Industry: Investment banking company
DescriptionEvercore Inc., formerly known as Evercore Partners, is a global independent investment banking advisory firm founded in 1995 by Roger Altman, David Offensend, and Austin Beutner. In the 2018 Vault Banking 50, Evercore was ranked as the #2 investment bank in the world, behind Goldman Sachs. CEO: Ralph Schlosstein (May 22, 2009–) Headquarters: New York City, NY Founder: Roger Altman Revenue: 1.4 billion USD (2016)
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Evercore Employees
Employee
Years
Job
Industry
Jean Y. QIAN Jean Y. QIAN's Evercore Experience September 2015 - Present
Job Research Associate at Evercore
Industry Financial Services
Experience
Evercore September 2015 - Present
PNC Financial Services Group September 2014 - July 2015
CFA Society Chicago December 2013 - July 2015
Tianhua Architecture Planning & Engineering Limited July 2010 - March 2013
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Derivatives, Corporate Finance, Bloomberg, Passed CFA Level 2, Statistics, Analysis, Quantitative Analytics, Quantitative Finance, Statistical Modeling, Matlab, Microsoft Office, R, S-Plus, Fixed Income, Valuation, Finance, Investments, FactSet, MarketQA
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (M.B.A.), Financial Market and Risk Management, 3.85/4
Fudan University 2007 — 2009
Bachelor's Degree, Finance (Minor), 3.54/4
Tongji University 2006 — 2010
Bachelor's degree, Environmental Design
Evercore September 2015 - Present
PNC Financial Services Group September 2014 - July 2015
CFA Society Chicago December 2013 - July 2015
Tianhua Architecture Planning & Engineering Limited July 2010 - March 2013
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Risk Management, Derivatives, Corporate Finance, Bloomberg, Passed CFA Level 2, Statistics, Analysis, Quantitative Analytics, Quantitative Finance, Statistical Modeling, Matlab, Microsoft Office, R, S-Plus, Fixed Income, Valuation, Finance, Investments, FactSet, MarketQA
Education
University of Illinois at Chicago 2013 — 2014
Master of Business Administration (M.B.A.), Financial Market and Risk Management, 3.85/4
Fudan University 2007 — 2009
Bachelor's Degree, Finance (Minor), 3.54/4
Tongji University 2006 — 2010
Bachelor's degree, Environmental Design
Jim Hyunsung Kim Jim Hyunsung Kim's Evercore Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Evercore Partners Inc.
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
Republic of Korea Army October 2012 - July 2014
Monitor Group August 2012 - September 2012
Mizuho Corporate Bank June 2012 - July 2012
Skills
Research
Education
Harvard University 2010 — 2016
Bachelor's degree, Primary: Chemistry, Secondary: Economics
Evercore June 2015 - August 2015
Republic of Korea Army October 2012 - July 2014
Monitor Group August 2012 - September 2012
Mizuho Corporate Bank June 2012 - July 2012
Skills
Research
Education
Harvard University 2010 — 2016
Bachelor's degree, Primary: Chemistry, Secondary: Economics
Omer Awan's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Cambridge Franchise Partners October 2013 - May 2014
State Street June 2013 - August 2013
Education
Harvard University 2010 — 2015
A.B., Economics, History
American School of Kuwait 2006 — 2010
High School Diploma, AP Diploma, General
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Cambridge Franchise Partners October 2013 - May 2014
State Street June 2013 - August 2013
Education
Harvard University 2010 — 2015
A.B., Economics, History
American School of Kuwait 2006 — 2010
High School Diploma, AP Diploma, General
Sunil Koshie Sunil Koshie's Evercore Experience May 2014 - Present
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Evercore May 2014 - Present
SAP March 2012 - May 2014
Morgan Stanley April 2010 - March 2012
Merrill Lynch July 2007 - June 2009
Cisco Systems July 2001 - July 2005
Skills
Investment Banking, Corporate Finance, Financial Analysis, SaaS, Business Strategy, Mergers & Acquisitions, Leadership, Integration, Strategy, Strategic Planning, Venture Capital, Start-ups, Corporate Development, Financial Modeling, Analytics, Valuation, Strategic Partnerships, Competitive Analysis, Due Diligence, Private Equity, M&A experience, Executive Management, Acquisition Integration, Management Consulting, Emerging Markets, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA, Finance and Strategy
College of Engineering, Trivandrum 1997 — 2001
B.Tech, Computer Science and Engineering
Alex Goldberger Alex Goldberger's Evercore Experience June 2015 - Present
Job MBA Candidate at Columbia Business School
Industry Broadcast Media
Experience
Evercore June 2015 - Present
Tribeca Enterprises June 2014 - July 2014
NBC Sports September 2013 - June 2014
NBC Olympics September 2010 - September 2013
NBC Olympics June 2008 - September 2010
Skills
Television, Broadcast Journalism, Storytelling, Broadcast, Video Production, Journalism, Avid, Sports, Editing, New Media, Final Cut Pro
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
Bachelor of Arts (B.A.), American Studies
Evercore June 2015 - Present
Tribeca Enterprises June 2014 - July 2014
NBC Sports September 2013 - June 2014
NBC Olympics September 2010 - September 2013
NBC Olympics June 2008 - September 2010
Skills
Television, Broadcast Journalism, Storytelling, Broadcast, Video Production, Journalism, Avid, Sports, Editing, New Media, Final Cut Pro
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Yale University 2004 — 2008
Bachelor of Arts (B.A.), American Studies
Sofija Ostojic Sofija Ostojic's Evercore Experience October 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore October 2015 - Present
BMO Capital Markets July 2014 - October 2015
Ivey Business School April 2014 - May 2014
Weis & Associates Inc. May 2013 - August 2013
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario (UWO) 2010 — 2012
Bachelor of Management and Organizational Studies, Specialization in Accounting
Evercore October 2015 - Present
BMO Capital Markets July 2014 - October 2015
Ivey Business School April 2014 - May 2014
Weis & Associates Inc. May 2013 - August 2013
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration
The University of Western Ontario (UWO) 2010 — 2012
Bachelor of Management and Organizational Studies, Specialization in Accounting
Vishnu Kalugotla Vishnu Kalugotla's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Lion Fund, LLC April 2011 - June 2013
Venturoo December 2011 - December 2012
Application Development Initiative September 2010 - September 2012
Methuselah Advisors June 2012 - August 2012
West End Advisors, LLC September 2011 - May 2012
Columbia Technology Ventures February 2011 - October 2011
Saint Louis University June 2008 - August 2009
Skills
Research
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
Bachelor of Science, Operations Research: EMS; Minors in Economics & Computer Science
London School of Economics and Political Science 2011 — 2011
Summer Program, Introduction to International Financial Law and Regulation
Mary Institute and St. Louis Country Day School 2005 — 2010
High School Diploma
Evercore June 2014 - Present
Lion Fund, LLC April 2011 - June 2013
Venturoo December 2011 - December 2012
Application Development Initiative September 2010 - September 2012
Methuselah Advisors June 2012 - August 2012
West End Advisors, LLC September 2011 - May 2012
Columbia Technology Ventures February 2011 - October 2011
Saint Louis University June 2008 - August 2009
Skills
Research
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2010 — 2014
Bachelor of Science, Operations Research: EMS; Minors in Economics & Computer Science
London School of Economics and Political Science 2011 — 2011
Summer Program, Introduction to International Financial Law and Regulation
Mary Institute and St. Louis Country Day School 2005 — 2010
High School Diploma
Nate Stanley's Evercore Experience June 2015 - August 2015
Job M&A Summer Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
Meritage Midstream Services October 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Utah Olympic Park May 2013 - August 2013
Purdue University August 2012 - May 2013
Skills
Valuation, Investment Banking, Electrical Engineering, Microsoft Office, Semiconductors, Financial Analysis, C, Matlab, Digital Circuit Design, Circuit Analysis, FPGA, Engineering Design, Microcontrollers
Education
Colorado School of Mines 2013 — 2015
Bachelor of Science (BS), Electrical Engineering
Purdue University 2012 — 2013
Evercore June 2015 - August 2015
Meritage Midstream Services October 2014 - December 2014
Wells Fargo Securities June 2014 - August 2014
Utah Olympic Park May 2013 - August 2013
Purdue University August 2012 - May 2013
Skills
Valuation, Investment Banking, Electrical Engineering, Microsoft Office, Semiconductors, Financial Analysis, C, Matlab, Digital Circuit Design, Circuit Analysis, FPGA, Engineering Design, Microcontrollers
Education
Colorado School of Mines 2013 — 2015
Bachelor of Science (BS), Electrical Engineering
Purdue University 2012 — 2013
Karthik Annaamalai Karthik Annaamalai's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Incline Equity Partners March 2014 - May 2014
PNC June 2013 - August 2013
Education
Carnegie Mellon University 2011 — 2015
Bachelor of Science, Business Administration (Concentration in Finance), Additional Major in Statistics
Saratoga High School 2007 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Incline Equity Partners March 2014 - May 2014
PNC June 2013 - August 2013
Education
Carnegie Mellon University 2011 — 2015
Bachelor of Science, Business Administration (Concentration in Finance), Additional Major in Statistics
Saratoga High School 2007 — 2011
Edward Martin Edward Martin's Evercore Experience August 2013 - Present
Job Investment Banking Associate Evercore
Industry Financial Services
Experience
Evercore August 2013 - Present
Cambridge Associates June 2007 - June 2011
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, LBO, Alternative Investments, Mergers & Acquisitions, Venture Capital, Investment Banking, Capital Markets, Private Equity, Investments, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Syracuse University 2003 — 2007
BS, Finance
Evercore August 2013 - Present
Cambridge Associates June 2007 - June 2011
Skills
Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers, LBO, Alternative Investments, Mergers & Acquisitions, Venture Capital, Investment Banking, Capital Markets, Private Equity, Investments, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Syracuse University 2003 — 2007
BS, Finance
Andrew Longley's Evercore Experience June 2015 - Present
Job Summer Associate at Evercore
Industry Banking
Experience
Evercore June 2015 - Present
JPMorgan Chase June 2008 - June 2014
Buckingham Research June 2010 - June 2010
The Nandra Group June 2005 - August 2005
Skills
Microsoft Office, Business Objects, Corporate Development, Strategy, Analytics
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
Bond University 2008 — 2008
Millburn High School 2002 — 2006
Evercore June 2015 - Present
JPMorgan Chase June 2008 - June 2014
Buckingham Research June 2010 - June 2010
The Nandra Group June 2005 - August 2005
Skills
Microsoft Office, Business Objects, Corporate Development, Strategy, Analytics
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Tufts University 2006 — 2010
BA, Economics
Bond University 2008 — 2008
Millburn High School 2002 — 2006
Andrew Meyer Andrew Meyer's Evercore Experience May 2015 - Present
Job
Industry Investment Banking
Experience
Evercore May 2015 - Present
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Competitive Analysis, Capital Markets, Business Strategy, Emerging Markets, Business Development, Market Analysis
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Bachelor of Science in Business Administration
MICDS
Evercore May 2015 - Present
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Competitive Analysis, Capital Markets, Business Strategy, Emerging Markets, Business Development, Market Analysis
Education
University of Southern California - Marshall School of Business 2009 — 2011
Master of Business Administration (MBA)
Georgetown University 2002 — 2006
Bachelor of Science in Business Administration
MICDS
Adam Donahue's Evercore Experience February 2013 - Present
Job Vice President at Evercore ISI
Industry Financial Services
Experience
Evercore February 2013 - Present
ISI Group 2011 - 2011
Skills
Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Evercore February 2013 - Present
ISI Group 2011 - 2011
Skills
Series 7
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Joseph Alie's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Credit Suisse June 2013 - August 2013
State Street June 2012 - August 2012
Harvard Student Agencies September 2011 - June 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Stata, Bloomberg, Microsoft Word, Microsoft Excel, Investment Banking, Finance, Mergers & Acquisitions, Economics, Valuation
Education
Harvard University 2010 — 2014
A.B., cum laude in Economics, 3.8
London School of Economics 2011 — 2011
Finance, A+
Franklin High School 2006 — 2010
4.0
Evercore June 2014 - Present
Credit Suisse June 2013 - August 2013
State Street June 2012 - August 2012
Harvard Student Agencies September 2011 - June 2012
Skills
Excel, Microsoft Office, PowerPoint, Word, Stata, Bloomberg, Microsoft Word, Microsoft Excel, Investment Banking, Finance, Mergers & Acquisitions, Economics, Valuation
Education
Harvard University 2010 — 2014
A.B., cum laude in Economics, 3.8
London School of Economics 2011 — 2011
Finance, A+
Franklin High School 2006 — 2010
4.0
Maxime Simon Adam Seroussi Maxime Simon Adam Seroussi's Evercore Experience December 2013 - January 2014
Job Web Application Student at The Flatiron School
Industry Internet
Experience
The Flatiron School June 2014 - September 2014
Try The World January 2014 - April 2014
Evercore December 2013 - January 2014
Yomii June 2012 - July 2012
Skills
Social Media, Public Speaking, Research, Blogging, Marketing, Capital Raising, Leadership, HTML 5, CSS3, JavaScript, jQuery, Ruby, Community Management, Day Trading, New Media, Ruby on Rails, MySQL, PostgreSQL, SQLite, APIs
Education
New York University 2011 — 2016
Bachelor of Science (B.Sc.) & Bachelor of Arts (B.A)
Tsinghua University 2014 — 2014
Inter-University Program for Chinese Language Studies, Chinese Language
NYU Shanghai 2013 — 2013
华东师范大学 2011 — 2012
Lycée à Sections Internationales Jean-Pierre Vernant 2008 — 2010
Baccalauréat with International Option of the Baccalaureat (OIB), Honors.
The Flatiron School June 2014 - September 2014
Try The World January 2014 - April 2014
Evercore December 2013 - January 2014
Yomii June 2012 - July 2012
Skills
Social Media, Public Speaking, Research, Blogging, Marketing, Capital Raising, Leadership, HTML 5, CSS3, JavaScript, jQuery, Ruby, Community Management, Day Trading, New Media, Ruby on Rails, MySQL, PostgreSQL, SQLite, APIs
Education
New York University 2011 — 2016
Bachelor of Science (B.Sc.) & Bachelor of Arts (B.A)
Tsinghua University 2014 — 2014
Inter-University Program for Chinese Language Studies, Chinese Language
NYU Shanghai 2013 — 2013
华东师范大学 2011 — 2012
Lycée à Sections Internationales Jean-Pierre Vernant 2008 — 2010
Baccalauréat with International Option of the Baccalaureat (OIB), Honors.
Jared Stickley Jared Stickley's Evercore Experience November 2011 - December 2011
Job SEVIS Manager and International Student Advisor at The New School
Industry Public Policy
Experience
The New School November 2012 - November 2014
Cushman & Wakefield August 2012 - October 2012
Evercore November 2011 - December 2011
Morley College 2010 - 2011
Diabetes UK March 2010 - April 2010
QCDA - Qualifications & Curriculum Development Agency 2008 - 2010
QCDA - Qualifications & Curriculum Development Agency 2007 - 2008
Stateside Associates 2005 - 2006
Pennsylvania State Representative Daylin Leach 2003 - 2005
PennEnvironment 2002 - 2003
Skills
Politics, Project Planning, Research, Public Speaking, Public Administration, Event Management, Nonprofits, Government, Social Media, Public Relations, Editing, Event Planning, Community Outreach, Fundraising, Project Management, Data Analysis
Education
London School of Economics and Political Science 2006 — 2007
Master of Science (MSc), Public Policy and Administration, Merit
Haverford College 1998 — 2002
Bachelor of Arts (B.A.), History
The New School November 2012 - November 2014
Cushman & Wakefield August 2012 - October 2012
Evercore November 2011 - December 2011
Morley College 2010 - 2011
Diabetes UK March 2010 - April 2010
QCDA - Qualifications & Curriculum Development Agency 2008 - 2010
QCDA - Qualifications & Curriculum Development Agency 2007 - 2008
Stateside Associates 2005 - 2006
Pennsylvania State Representative Daylin Leach 2003 - 2005
PennEnvironment 2002 - 2003
Skills
Politics, Project Planning, Research, Public Speaking, Public Administration, Event Management, Nonprofits, Government, Social Media, Public Relations, Editing, Event Planning, Community Outreach, Fundraising, Project Management, Data Analysis
Education
London School of Economics and Political Science 2006 — 2007
Master of Science (MSc), Public Policy and Administration, Merit
Haverford College 1998 — 2002
Bachelor of Arts (B.A.), History
Sheryl Quiatchon's Evercore Experience March 2011 - June 2011
Job Executive Assistant/Office Manager
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
IPC Systems, Inc. July 2013 - October 2013
Cornwall Capital September 2011 - April 2013
Evercore March 2011 - June 2011
Venancia Vea August 2009 - December 2010
Law Office of Mark Scherzer June 2008 - August 2009
Skills
Administrative..., Event Planning, Outlook, Policy, Travel Planning, Microsoft Office, PowerPoint, Accounting, QuickBooks, Human Resources, Teamwork, Employee Relations, Microsoft Excel, Customer Service, Time Management, Scheduling Management, Onboarding
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Wells Fargo August 2014 - Present
IPC Systems, Inc. July 2013 - October 2013
Cornwall Capital September 2011 - April 2013
Evercore March 2011 - June 2011
Venancia Vea August 2009 - December 2010
Law Office of Mark Scherzer June 2008 - August 2009
Skills
Administrative..., Event Planning, Outlook, Policy, Travel Planning, Microsoft Office, PowerPoint, Accounting, QuickBooks, Human Resources, Teamwork, Employee Relations, Microsoft Excel, Customer Service, Time Management, Scheduling Management, Onboarding
Education
Boston College
Bachelor of Arts (B.A.), Sociology
Navraj Rai's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Ontario Teachers' Pension Plan - Teachers' Infrastructure Group (TIG) May 2013 - August 2013
DBRS May 2012 - August 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Honours of Business Administration
York University - Schulich School of Business 2010 — 2012
BBA, Bachelors of Business Administration
Evercore June 2014 - Present
Ontario Teachers' Pension Plan - Teachers' Infrastructure Group (TIG) May 2013 - August 2013
DBRS May 2012 - August 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Honours of Business Administration
York University - Schulich School of Business 2010 — 2012
BBA, Bachelors of Business Administration
Mike Tobias Mike Tobias's Evercore Experience August 2013 - June 2015
Job Manager, M&A at PepsiCo
Industry Consumer Goods
Experience
PepsiCo June 2015 - Present
Evercore August 2013 - June 2015
MAT Capital September 2012 - August 2013
Citi June 2012 - August 2012
Royal Bank of Scotland November 2009 - July 2011
Skills
Financial Analysis, Due Diligence, Structured Finance, Financial Services, Strategy
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2002 — 2006
BS, Dual Degree: Computer Science and Business
PepsiCo June 2015 - Present
Evercore August 2013 - June 2015
MAT Capital September 2012 - August 2013
Citi June 2012 - August 2012
Royal Bank of Scotland November 2009 - July 2011
Skills
Financial Analysis, Due Diligence, Structured Finance, Financial Services, Strategy
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (MBA)
Lehigh University - College of Business and Economics 2002 — 2006
BS, Dual Degree: Computer Science and Business
Nicol Grosso's Evercore Experience September 2003 - Present
Job Business Operations and Human Resources Executive | Director at Evercore | SPHR
Industry Investment Banking
Experience
Evercore September 2003 - Present
HSBC Securities (USA) Inc. 2001 - 2003
Bear Stearns & Co. 1985 - 2001
Skills
Management, Human Resources, Team Management, Mergers & Acquisitions, HRIS, Negotiation, Deferred Compensation, Project Management, IPO, Strategy, Mergers, Vendor Management, Operations Management, Strategic Leadership, Organizational..., Business Process..., Compensation & Benefits..., Organizational Design, Facilities Operations, Collaborative Leadership, Scale Up, Global Immigration, Union Relations, Office Management, Construction Management, Office Administration, Event Planning
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA)
New York University
Bachelor of Science (BS), Leadership & Management Studies
Evercore September 2003 - Present
HSBC Securities (USA) Inc. 2001 - 2003
Bear Stearns & Co. 1985 - 2001
Skills
Management, Human Resources, Team Management, Mergers & Acquisitions, HRIS, Negotiation, Deferred Compensation, Project Management, IPO, Strategy, Mergers, Vendor Management, Operations Management, Strategic Leadership, Organizational..., Business Process..., Compensation & Benefits..., Organizational Design, Facilities Operations, Collaborative Leadership, Scale Up, Global Immigration, Union Relations, Office Management, Construction Management, Office Administration, Event Planning
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA)
New York University
Bachelor of Science (BS), Leadership & Management Studies
Ashley Squires's Evercore Experience April 2014 - May 2014
Job Executive Assistant to CEO at Crown Media Hallmark Channel
Industry Entertainment
Experience
Hallmark Channel May 2014 - Present
Goldfish Memory Productions September 2014 - October 2014
Evercore April 2014 - May 2014
Wojcik Seay Casting August 2012 - April 2014
Event Photography Group May 2011 - April 2014
The Gallery Players June 2013 - June 2013
Ballybeg Productions April 2013 - May 2013
Somerled Charitable Foundation June 2012 - August 2012
Florida Department of Transportation July 2011 - 2012
Florida State University 2008 - 2012
Skills
Stage Management, Executive..., Theatre, Stage, Musical Theatre, Casting, Event Planning, Facebook, Acting, Social Networking, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Organization, Business, Close Attention to..., Performing Arts, Social Media, Entertainment, Microsoft Office, Event Management
Education
Florida State University
Bachelor of Science (BS), Mass Communication/Media Studies
Florida State University
Bachelor of Arts (BA), Theatre/Theater
Florida State University
Minor, Business
Hallmark Channel May 2014 - Present
Goldfish Memory Productions September 2014 - October 2014
Evercore April 2014 - May 2014
Wojcik Seay Casting August 2012 - April 2014
Event Photography Group May 2011 - April 2014
The Gallery Players June 2013 - June 2013
Ballybeg Productions April 2013 - May 2013
Somerled Charitable Foundation June 2012 - August 2012
Florida Department of Transportation July 2011 - 2012
Florida State University 2008 - 2012
Skills
Stage Management, Executive..., Theatre, Stage, Musical Theatre, Casting, Event Planning, Facebook, Acting, Social Networking, Microsoft Excel, Microsoft Word, Data Entry, Customer Service, Organization, Business, Close Attention to..., Performing Arts, Social Media, Entertainment, Microsoft Office, Event Management
Education
Florida State University
Bachelor of Science (BS), Mass Communication/Media Studies
Florida State University
Bachelor of Arts (BA), Theatre/Theater
Florida State University
Minor, Business
Vince Cooper Vince Cooper's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Buckingham Browne & Nichols School August 2013 - March 2015
The Blackstone Group June 2014 - August 2014
Skills
Statistics, Stata, Microsoft Office, Social Media, R, Microsoft Excel
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude, Harvard College Scholar
Università Ca' Foscari di Venezia 2013 — 2013
Harvard Summer School, Literature and Natural Philosophy & Ethics
Evercore June 2015 - Present
Buckingham Browne & Nichols School August 2013 - March 2015
The Blackstone Group June 2014 - August 2014
Skills
Statistics, Stata, Microsoft Office, Social Media, R, Microsoft Excel
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude, Harvard College Scholar
Università Ca' Foscari di Venezia 2013 — 2013
Harvard Summer School, Literature and Natural Philosophy & Ethics
James Coker's Evercore Experience June 2013 - August 2013
Job Director, Head of Strategic Planning and Training Initiatives at John Hancock Financial Services
Industry Financial Services
Experience
Evercore June 2013 - August 2013
U.S. Army September 2009 - May 2012
U.S. Army May 2005 - September 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2001 — 2005
Bachelor of Science, Nuclear Engineering
Evercore June 2013 - August 2013
U.S. Army September 2009 - May 2012
U.S. Army May 2005 - September 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 2001 — 2005
Bachelor of Science, Nuclear Engineering
Carlos E. Peralta Carlos E. Peralta's Evercore Experience July 2007 - April 2010
Job Business/Financial Modeling Specialist at IHRDC
Industry Management Consulting
Experience
IHRDC April 2014 - Present
Boston College August 2012 - Present
Stackry December 2013 - April 2014
Sonepar June 2013 - August 2013
PEMEX June 2011 - May 2012
Secretaria de Energia (SENER) April 2010 - May 2011
Evercore July 2007 - April 2010
Skills
Analitical, Highly detail oriented, Compromise, Economics, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Business Strategy, Mergers, Strategic Planning, Project Management, Project Finance
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico Autónomo de México / ITAM 2002 — 2010
Licentiate degree, Economics
IHRDC April 2014 - Present
Boston College August 2012 - Present
Stackry December 2013 - April 2014
Sonepar June 2013 - August 2013
PEMEX June 2011 - May 2012
Secretaria de Energia (SENER) April 2010 - May 2011
Evercore July 2007 - April 2010
Skills
Analitical, Highly detail oriented, Compromise, Economics, Financial Modeling, Valuation, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Business Strategy, Mergers, Strategic Planning, Project Management, Project Finance
Education
Boston College - Carroll School of Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Instituto Tecnológico Autónomo de México / ITAM 2002 — 2010
Licentiate degree, Economics
Michael Hart, CFA Michael Hart, CFA's Evercore Experience August 2014 - Present
Job Equity Research Associate at Evercore ISI
Industry Financial Services
Experience
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Goldman Sachs July 2008 - June 2012
Skills
Equity Research, Fixed Income, Microsoft Excel, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Equities, Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Dean's Honors & Distinction
Dartmouth College 2007 — 2008
BE, Engineering
Dartmouth College 2003 — 2007
AB, Engineering Sciences
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Goldman Sachs July 2008 - June 2012
Skills
Equity Research, Fixed Income, Microsoft Excel, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Equities, Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Dean's Honors & Distinction
Dartmouth College 2007 — 2008
BE, Engineering
Dartmouth College 2003 — 2007
AB, Engineering Sciences
Moses Li Moses Li's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Capital Markets
Experience
Evercore June 2015 - Present
Moelis & Company June 2014 - August 2014
Skills
SEO, Microsoft Excel, Management, Valuation, Leadership, Financial Analysis, Microsoft Office, Corporate Finance, Modeling, Matrices, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Richmond Hill High School 2007 — 2011
Evercore June 2015 - Present
Moelis & Company June 2014 - August 2014
Skills
SEO, Microsoft Excel, Management, Valuation, Leadership, Financial Analysis, Microsoft Office, Corporate Finance, Modeling, Matrices, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Richmond Hill High School 2007 — 2011
Luis Fernandez de Mesa Luis Fernandez de Mesa's Evercore Experience August 2014 - Present
Job Evercore Latin America Advisory
Industry Investment Banking
Experience
Evercore August 2014 - Present
The Wharton School June 2012 - May 2014
EMP Global June 2013 - August 2013
BNP Paribas July 2006 - June 2012
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Financial Advisory, Financial Analysis, Emerging Markets, Mergers & Acquisitions, Private Equity, Due Diligence, Restructuring
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance, General Management
Colegio Universitario de Estudios Financieros 2001 — 2006
Bachelor of Science (B.Sc.) in Economics and Business Administration, Finance
Evercore August 2014 - Present
The Wharton School June 2012 - May 2014
EMP Global June 2013 - August 2013
BNP Paribas July 2006 - June 2012
Skills
Investment Banking, Valuation, Corporate Finance, Financial Modeling, Financial Advisory, Financial Analysis, Emerging Markets, Mergers & Acquisitions, Private Equity, Due Diligence, Restructuring
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (MBA), Finance, General Management
Colegio Universitario de Estudios Financieros 2001 — 2006
Bachelor of Science (B.Sc.) in Economics and Business Administration, Finance
Matt Ting Matt Ting's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Silver Lake Partners May 2014 - July 2014
Auxo Management May 2013 - August 2013
Education
Ivey Business School at Western University 2011 — 2015
Bachelor of Arts, Honors in Business Administration (HBA)
Evercore June 2015 - Present
Silver Lake Partners May 2014 - July 2014
Auxo Management May 2013 - August 2013
Education
Ivey Business School at Western University 2011 — 2015
Bachelor of Arts, Honors in Business Administration (HBA)
Nicolas Farago Nicolas Farago's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Citi June 2012 - August 2012
ProChile July 2011 - August 2011
Banco Santander Chile June 2011 - July 2011
Education
Cornell University 2010 — 2014
Scarsdale High School 2007 — 2010
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Citi June 2012 - August 2012
ProChile July 2011 - August 2011
Banco Santander Chile June 2011 - July 2011
Education
Cornell University 2010 — 2014
Scarsdale High School 2007 — 2010
Javier Valenti Javier Valenti's Evercore Experience July 2015 - Present
Job M&A Associate at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Black Toro Capital August 2014 - September 2014
Evercore June 2014 - August 2014
Bigbox Red S.L. June 2013 - July 2013
Cuatrecasas, Gonçalves Pereira July 2010 - May 2013
Skills
Mergers & Acquisitions, Tax Law, Finance, Due Diligence, Corporate Tax, Financial Analysis, Private Equity, Restructuring, Accounting, Cross-border..., Strategy, Income Tax, Wealth Management..., Tax Compliance, Wealth Accumulation..., Investment Valuation, Tax Advisory, Tax Research, Tax, Corporate Finance, Economics, Financial Modeling, Valuation, Financial Accounting, Enterprise Valuation, Contract Negotiation, DCF Valuation, Financial Structuring, Investment Banking, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
ESADE Business & Law School 2010 — 2011
Executive Master of Laws, Taxation, High Honors
Universitat Pompeu Fabra 2004 — 2010
Bachelor of Business Administration (B.B.A.) and Bachelor of Laws (LL.B.), High Honors
Evercore July 2015 - Present
Black Toro Capital August 2014 - September 2014
Evercore June 2014 - August 2014
Bigbox Red S.L. June 2013 - July 2013
Cuatrecasas, Gonçalves Pereira July 2010 - May 2013
Skills
Mergers & Acquisitions, Tax Law, Finance, Due Diligence, Corporate Tax, Financial Analysis, Private Equity, Restructuring, Accounting, Cross-border..., Strategy, Income Tax, Wealth Management..., Tax Compliance, Wealth Accumulation..., Investment Valuation, Tax Advisory, Tax Research, Tax, Corporate Finance, Economics, Financial Modeling, Valuation, Financial Accounting, Enterprise Valuation, Contract Negotiation, DCF Valuation, Financial Structuring, Investment Banking, Business Strategy
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
ESADE Business & Law School 2010 — 2011
Executive Master of Laws, Taxation, High Honors
Universitat Pompeu Fabra 2004 — 2010
Bachelor of Business Administration (B.B.A.) and Bachelor of Laws (LL.B.), High Honors
Mark F.'s Evercore Experience March 2006 - January 2009
Job Business Development Coordinator at Kirkland & Ellis LLP
Industry Law Practice
Experience
Kirkland & Ellis LLP November 2012 - Present
Apollo Global Management February 2009 - November 2012
Evercore March 2006 - January 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Visio, Photoshop, Illustrator, OmniPage, Final Cut Pro, Keynote, Apple Numbers, Custom Facebook Pages, Web Pages, Social Media, ThomsonOne
Education
Bard College
BA, English Language and Literature/Letters
Charles University in Prague
N/A, Junior Year Abroad
Kirkland & Ellis LLP November 2012 - Present
Apollo Global Management February 2009 - November 2012
Evercore March 2006 - January 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Visio, Photoshop, Illustrator, OmniPage, Final Cut Pro, Keynote, Apple Numbers, Custom Facebook Pages, Web Pages, Social Media, ThomsonOne
Education
Bard College
BA, English Language and Literature/Letters
Charles University in Prague
N/A, Junior Year Abroad
Julia Ianni Julia Ianni's Evercore Experience June 2015 - Present
Job Analyst, Mergers and Acquisitions at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Finance
Education
Richard Ivey School of Business 2013 — 2015
Honours Business Administration, Bachelor of Arts with Distinction
The University of Western Ontario 2011 — 2013
Business Management and Organizational Studies
Sacred Heart Catholic High School 2007 — 2011
OSSD Diploma, Graduated with Honors, Advanced Placement Program
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation, Investment Banking, Finance
Education
Richard Ivey School of Business 2013 — 2015
Honours Business Administration, Bachelor of Arts with Distinction
The University of Western Ontario 2011 — 2013
Business Management and Organizational Studies
Sacred Heart Catholic High School 2007 — 2011
OSSD Diploma, Graduated with Honors, Advanced Placement Program
Stephane Azoulay Stephane Azoulay's Evercore Experience October 2014 - Present
Job Vice President at Evercore Partners
Industry Investment Management
Experience
Evercore October 2014 - Present
LambdaStar Infrastructure Partners January 2009 - June 2011
Macquarie Group June 2003 - January 2009
Education
Harvard University 2011 — 2013
Master in Public Administration
McGill University 2000 — 2003
Bachelor of Commerce, Finance
Evercore October 2014 - Present
LambdaStar Infrastructure Partners January 2009 - June 2011
Macquarie Group June 2003 - January 2009
Education
Harvard University 2011 — 2013
Master in Public Administration
McGill University 2000 — 2003
Bachelor of Commerce, Finance
Amanda Kahane Amanda Kahane's Evercore Experience June 2015 - Present
Job Administrative Assistant at Evercore
Industry Wholesale
Experience
Evercore June 2015 - Present
The Jones Group Inc. 2013 - May 2015
The RJM Group 2013 - 2013
The RJM Group 2011 - 2013
The RJM Group 2010 - 2012
Skills
Fashion, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Public Relations, Microsoft Word, Social Networking, Sales, Sales Management, Wholesale, Merchandising, Retail, Apparel, Social Media, Luxury Goods, Social Media Marketing
Education
LIM College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Fashion Merchandising
Evercore June 2015 - Present
The Jones Group Inc. 2013 - May 2015
The RJM Group 2013 - 2013
The RJM Group 2011 - 2013
The RJM Group 2010 - 2012
Skills
Fashion, PowerPoint, Microsoft Excel, Microsoft Office, Marketing, Public Relations, Microsoft Word, Social Networking, Sales, Sales Management, Wholesale, Merchandising, Retail, Apparel, Social Media, Luxury Goods, Social Media Marketing
Education
LIM College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Fashion Merchandising
CJ Muse CJ Muse's Evercore Experience October 2014 - Present
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Evercore October 2014 - Present
ISI Group February 2014 - November 2014
Barclays Investment Bank 2008 - 2013
Lehman Brothers 2000 - 2008
Lehman Brothers 1998 - 2000
Lehman Brothers 1993 - 1996
Skills
Valuation, Capital Markets, Mergers & Acquisitions, Investment Banking, Derivatives, Equity Research, Financial Structuring, Finance, Risk Management, Hedging, Management, Equities, Semiconductors, Hedge Funds, Financial Modeling, Bloomberg, Sarbanes-Oxley Act, Fixed Income, Private Equity, Portfolio Management, IPO, Competitive Analysis, Financial Markets, LBO, M&A experience, Investments, Equity Derivatives, Securities, Equity Valuation, Asset Management, Venture Capital, Corporate Development, Financial Analysis, Corporate Finance, Business Strategy, Investment Management
Education
Columbia Business School
Master of Business Administration (M.B.A.), Finance
Georgetown University
Bachelor of Science (B.S.), Finance
Mike Landau's Evercore Experience August 2013 - Present
Job Research Associate at Evercore
Industry Financial Services
Experience
Evercore August 2013 - Present
Evercore Partners 2012 - 2012
Bloomberg October 2008 - June 2011
Bloomberg March 2007 - September 2008
Hogan & Hartson February 2006 - March 2007
Corporate Executive Board July 2005 - February 2006
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Bloomberg, Financial Markets, Equities, Finance, Portfolio Management, Capital Markets, Analytics, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
New York University 2007 — 2008
Certificate, Portfolio Management
University of Michigan 2001 — 2005
BA, Economics
Evercore August 2013 - Present
Evercore Partners 2012 - 2012
Bloomberg October 2008 - June 2011
Bloomberg March 2007 - September 2008
Hogan & Hartson February 2006 - March 2007
Corporate Executive Board July 2005 - February 2006
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Bloomberg, Financial Markets, Equities, Finance, Portfolio Management, Capital Markets, Analytics, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
New York University 2007 — 2008
Certificate, Portfolio Management
University of Michigan 2001 — 2005
BA, Economics
Michael Gugino Michael Gugino's Evercore Experience August 2013 - Present
Job Investment Banking Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2013 - Present
Columbia Business School August 2011 - May 2013
Evercore Partners June 2012 - August 2012
US Army October 2008 - August 2011
US Army May 2005 - October 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
United States Military Academy at West Point 2001 — 2005
Bachelor of Science, International & Strategic History
Evercore August 2013 - Present
Columbia Business School August 2011 - May 2013
Evercore Partners June 2012 - August 2012
US Army October 2008 - August 2011
US Army May 2005 - October 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
United States Military Academy at West Point 2001 — 2005
Bachelor of Science, International & Strategic History
Sung Jin Park's Evercore Experience September 2015 - Present
Job Internal Audit Intern at Evercore
Industry Accounting
Experience
Evercore September 2015 - Present
Deloitte June 2015 - July 2015
JPMorgan Chase February 2014 - August 2014
Deloitte July 2014 - July 2014
Goldman Sachs February 2013 - January 2014
EisnerAmper LLP January 2013 - January 2013
Young Don Kim, CPA, P.C. Office January 2012 - May 2012
Skills
Microsoft Excel, QuickBooks, PowerPoint, Public Speaking, Microsoft Office, Leadership
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Bronx High School of Science 2007 — 2011
Evercore September 2015 - Present
Deloitte June 2015 - July 2015
JPMorgan Chase February 2014 - August 2014
Deloitte July 2014 - July 2014
Goldman Sachs February 2013 - January 2014
EisnerAmper LLP January 2013 - January 2013
Young Don Kim, CPA, P.C. Office January 2012 - May 2012
Skills
Microsoft Excel, QuickBooks, PowerPoint, Public Speaking, Microsoft Office, Leadership
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Bronx High School of Science 2007 — 2011
Julia Kenning Lyons Julia Kenning Lyons's Evercore Experience June 2014 - Present
Job Compliance Associate at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
ConvergEx Group January 2013 - June 2014
ConvergEx Group March 2012 - December 2012
iNDELIBLE April 2011 - July 2011
NYSE April 2009 - December 2010
NYSE January 2007 - April 2009
NYSE May 2006 - December 2006
Skills
Equities, Strategic Planning, Trading, Analysis, Securities, Private Investigations, Derivatives, Management, Training, Program Management, Electronic Trading, Options, Risk Management, Trading Systems, Hedge Funds
Education
Loyola University Chicago 2003 — 2007
Bachelor of Arts, Economics
Loyola University of Chicago 2003 — 2006
Bachelor of Science, Physics
Evercore June 2014 - Present
ConvergEx Group January 2013 - June 2014
ConvergEx Group March 2012 - December 2012
iNDELIBLE April 2011 - July 2011
NYSE April 2009 - December 2010
NYSE January 2007 - April 2009
NYSE May 2006 - December 2006
Skills
Equities, Strategic Planning, Trading, Analysis, Securities, Private Investigations, Derivatives, Management, Training, Program Management, Electronic Trading, Options, Risk Management, Trading Systems, Hedge Funds
Education
Loyola University Chicago 2003 — 2007
Bachelor of Arts, Economics
Loyola University of Chicago 2003 — 2006
Bachelor of Science, Physics
Jordan Luckett's Evercore Experience June 2004 - July 2005
Job Creative Director at VISUALHOUSE
Industry Design
Experience
VISUALHOUSE April 2014 - Present
Freelance July 2005 - December 2013
Evercore June 2004 - July 2005
MediaCom October 2003 - June 2004
The Children's Hospital September 2001 - September 2003
US Bank August 2000 - September 2001
LSI Logic October 1999 - August 2000
Skills
HTML 5, CSS3, jQuery, User Interface Design, Concept Development, InDesign, Illustrator, Photoshop, Graphic Design, Adobe Creative Suite, Digital Media, WordPress, Mac OS, Multimedia, Web Design, Custom Websites, JavaScript, Editing, Logo Design, User Experience, Layout, Branding & Identity, Packaging, Zurb Foundation, Photo Retouching, Typesetting, Business Cards, Graphics, Front-end, Dreamweaver, Adobe Fireworks, Keynote, Microsoft Office, Responsive Design, Audio Engineering, Post Production, Joomla, Drupal, Social Media, Brand Development, Mac, Typography, Corporate Identity, Information Architecture, CSS, Creative Direction, Art Direction, Branding, Mobile Design, Usability
Education
General Assembly
Front-End Web Development
Shillington School of Graphic Design
Graphic Design
New York University 2012 — 2013
Digital & Graphic Design
SAE Institute of Technology-New York 2004 — 2006
Audio Engineering
Metropolitan State University of Denver
Computer Information Systems, Computer and Information Systems
VISUALHOUSE April 2014 - Present
Freelance July 2005 - December 2013
Evercore June 2004 - July 2005
MediaCom October 2003 - June 2004
The Children's Hospital September 2001 - September 2003
US Bank August 2000 - September 2001
LSI Logic October 1999 - August 2000
Skills
HTML 5, CSS3, jQuery, User Interface Design, Concept Development, InDesign, Illustrator, Photoshop, Graphic Design, Adobe Creative Suite, Digital Media, WordPress, Mac OS, Multimedia, Web Design, Custom Websites, JavaScript, Editing, Logo Design, User Experience, Layout, Branding & Identity, Packaging, Zurb Foundation, Photo Retouching, Typesetting, Business Cards, Graphics, Front-end, Dreamweaver, Adobe Fireworks, Keynote, Microsoft Office, Responsive Design, Audio Engineering, Post Production, Joomla, Drupal, Social Media, Brand Development, Mac, Typography, Corporate Identity, Information Architecture, CSS, Creative Direction, Art Direction, Branding, Mobile Design, Usability
Education
General Assembly
Front-End Web Development
Shillington School of Graphic Design
Graphic Design
New York University 2012 — 2013
Digital & Graphic Design
SAE Institute of Technology-New York 2004 — 2006
Audio Engineering
Metropolitan State University of Denver
Computer Information Systems, Computer and Information Systems
Jonathan Reamer Jonathan Reamer's Evercore Experience June 2015 - August 2015
Job Student at Columbia University
Industry
Experience
Evercore June 2015 - August 2015
Bregal Sagemount June 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Customer Service, Management, Java, Research, Leadership, Teamwork
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Economics-Mathematics
Gilman School 2008 — 2012
High School
Evercore June 2015 - August 2015
Bregal Sagemount June 2014 - May 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Salesforce.com, Customer Service, Management, Java, Research, Leadership, Teamwork
Education
Columbia University in the City of New York 2012 — 2016
Bachelor's Degree, Economics-Mathematics
Gilman School 2008 — 2012
High School
Rajiv Asdhir's Evercore Experience June 2015 - August 2015
Job Senior Student at Ivey Business School
Industry Financial Services
Experience
Evercore June 2015 - August 2015
Western University May 2014 - August 2014
The Hospital for Sick Children July 2012 - August 2012
Education
Ivey Business School at Western University 2012 — 2016
Bachelor's Degree, Honours Business Administration
Evercore June 2015 - August 2015
Western University May 2014 - August 2014
The Hospital for Sick Children July 2012 - August 2012
Education
Ivey Business School at Western University 2012 — 2016
Bachelor's Degree, Honours Business Administration
Gregory Caplan Gregory Caplan's Evercore Experience July 2010 - August 2012
Job JD/MBA Candidate at University of Pennsylvania Law School and The Wharton School
Industry
Experience
Dovel & Luner LLP July 2015 - August 2015
Wachtell, Lipton, Rosen & Katz May 2015 - July 2015
Napier Park Global Capital April 2013 - July 2013
Evercore July 2010 - August 2012
Education
University of Pennsylvania Law School 2013 — 2016
Doctor of Law (JD)
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Brown University 2006 — 2010
Bachelor of Arts (BA)
Dovel & Luner LLP July 2015 - August 2015
Wachtell, Lipton, Rosen & Katz May 2015 - July 2015
Napier Park Global Capital April 2013 - July 2013
Evercore July 2010 - August 2012
Education
University of Pennsylvania Law School 2013 — 2016
Doctor of Law (JD)
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Brown University 2006 — 2010
Bachelor of Arts (BA)
Kenny Yung's Evercore Experience August 2014 - Present
Job M&A Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Booz & Company March 2010 - May 2012
Accenture September 2008 - December 2009
Skills
Business Strategy, Business Analysis, Financial Analysis, Emerging Markets, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
INSEAD 2014 — 2014
MBA Exchange Program
The University of British Columbia 2004 — 2008
Bachelor of Commerce
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Booz & Company March 2010 - May 2012
Accenture September 2008 - December 2009
Skills
Business Strategy, Business Analysis, Financial Analysis, Emerging Markets, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
INSEAD 2014 — 2014
MBA Exchange Program
The University of British Columbia 2004 — 2008
Bachelor of Commerce
Kelly Marie Hanan's Evercore Experience June 2014 - Present
Job Analyst at Evercore
Industry
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2010 - May 2013
American Capital May 2012 - August 2012
J.Crew May 2011 - August 2012
Uscoop October 2011 - May 2012
Sotheby's International Realty June 2009 - August 2011
American University January 2007 - October 2010
United States Senate July 2009 - August 2009
Skills
Java, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Adobe Photoshop, Adobe InDesign, Adobe Illustrator
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance and Operations & Information Management)
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
National Cathedral School 2001 — 2010
High School Diploma
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2010 - May 2013
American Capital May 2012 - August 2012
J.Crew May 2011 - August 2012
Uscoop October 2011 - May 2012
Sotheby's International Realty June 2009 - August 2011
American University January 2007 - October 2010
United States Senate July 2009 - August 2009
Skills
Java, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, Microsoft Publisher, Adobe Photoshop, Adobe InDesign, Adobe Illustrator
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.S.), Economics (Finance and Operations & Information Management)
Hong Kong University of Science and Technology - School of Business and Management 2012 — 2012
National Cathedral School 2001 — 2010
High School Diploma
Guillermo Keller Guillermo Keller's Evercore Experience July 2009 - July 2012
Job Consultant en Wood Mackenzie
Industry Investment Banking
Experience
Wood Mackenzie February 2014 - Present
Noble Group June 2013 - August 2013
Evercore July 2009 - July 2012
Escuela Moderno Americano August 2004 - December 2007
Skills
Due Diligence, Emerging Markets, Project Finance, Bloomberg, Structured Finance, Investments, Energy, Strategy, Venture Capital, Entrepreneurship, Management Consulting, Microsoft Office
Education
Columbia University in the City of New York 2012 — 2013
Master in Science, Management Science and Engineering
UNAM 2004 — 2009
Mechanical Engineer, Graduated with Summa Cum Laude
ITAM 2009 — 2010
Accounting and Finance Certification
Universidad Politécnica de Cataluña (UPC) 2008 — 2008
Ingeniería Mecánica
Wood Mackenzie February 2014 - Present
Noble Group June 2013 - August 2013
Evercore July 2009 - July 2012
Escuela Moderno Americano August 2004 - December 2007
Skills
Due Diligence, Emerging Markets, Project Finance, Bloomberg, Structured Finance, Investments, Energy, Strategy, Venture Capital, Entrepreneurship, Management Consulting, Microsoft Office
Education
Columbia University in the City of New York 2012 — 2013
Master in Science, Management Science and Engineering
UNAM 2004 — 2009
Mechanical Engineer, Graduated with Summa Cum Laude
ITAM 2009 — 2010
Accounting and Finance Certification
Universidad Politécnica de Cataluña (UPC) 2008 — 2008
Ingeniería Mecánica
Ray Yang Ray Yang's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Brookfield Asset Management May 2014 - August 2014
Auxo Management LLC June 2013 - August 2013
Emmanuel Evedemon, Entertainment Counsel May 2012 - August 2012
Education
Ivey Business School at Western University 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
Evercore June 2015 - Present
Brookfield Asset Management May 2014 - August 2014
Auxo Management LLC June 2013 - August 2013
Emmanuel Evedemon, Entertainment Counsel May 2012 - August 2012
Education
Ivey Business School at Western University 2013 — 2015
Bachelor of Arts, Honours Business Administration (HBA)
Rachel Schaedler's Evercore Experience May 2014 - May 2015
Job Human Resources Specialist at Bowery Residents' Committee
Industry Human Resources
Experience
Bowery Residents' Committee August 2015 - Present
Evercore May 2014 - May 2015
Eastern Connecticut State University January 2013 - May 2013
Network, Inc. September 2012 - December 2012
Charlotte Russe April 2010 - August 2011
Skills
Microsoft Office, Human Resources, SPSS, Oracle HR, HRIS, Microsoft Excel, Qualtrics, Customer Service, Microsoft Word, Organizational..., Research, PowerPoint, Leadership, Training, Talent Management
Education
New York University 2013 — 2015
Master of Arts (M.A.) Candidate, Industrial and Organizational Psychology
Eastern Connecticut State University 2010 — 2013
Bachelor of Science (BS), Industrial and Organizational Psychology
Bowery Residents' Committee August 2015 - Present
Evercore May 2014 - May 2015
Eastern Connecticut State University January 2013 - May 2013
Network, Inc. September 2012 - December 2012
Charlotte Russe April 2010 - August 2011
Skills
Microsoft Office, Human Resources, SPSS, Oracle HR, HRIS, Microsoft Excel, Qualtrics, Customer Service, Microsoft Word, Organizational..., Research, PowerPoint, Leadership, Training, Talent Management
Education
New York University 2013 — 2015
Master of Arts (M.A.) Candidate, Industrial and Organizational Psychology
Eastern Connecticut State University 2010 — 2013
Bachelor of Science (BS), Industrial and Organizational Psychology
Charles Simon Charles Simon's Evercore Experience August 2013 - Present
Job Associate, M&A Advisory at Evercore
Industry Investment Banking
Experience
Evercore August 2013 - Present
Boeing November 2009 - July 2013
US Navy, Joint Chiefs of Staff September 2006 - August 2009
US Navy, VAW-113 Black Eagles May 2000 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Business Development, Corporate Development, Military, Defense, National Security, Navy, Leadership, Strategy, Intelligence, Military Operations, Process Improvement, Aircraft, Policy, Government Contracting, Command, Start-ups, Cross-functional Team..., Financial Analysis, Government, DoD, Information Assurance, Top Secret
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Strategic Management
Georgetown University 2007 — 2009
MA, Security Studies (Technology & Security), School of Foreign Service
The George Washington University 1996 — 2000
BS, Computer Science
Evercore August 2013 - Present
Boeing November 2009 - July 2013
US Navy, Joint Chiefs of Staff September 2006 - August 2009
US Navy, VAW-113 Black Eagles May 2000 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Private Equity, Business Development, Corporate Development, Military, Defense, National Security, Navy, Leadership, Strategy, Intelligence, Military Operations, Process Improvement, Aircraft, Policy, Government Contracting, Command, Start-ups, Cross-functional Team..., Financial Analysis, Government, DoD, Information Assurance, Top Secret
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Strategic Management
Georgetown University 2007 — 2009
MA, Security Studies (Technology & Security), School of Foreign Service
The George Washington University 1996 — 2000
BS, Computer Science
Nicholas Costa's Evercore Experience January 2015 - Present
Job Vice President Finance at Evercore
Industry Investment Banking
Experience
Evercore January 2015 - Present
CrowdSurge February 2014 - January 2015
RBC Capital Markets June 2010 - February 2014
Monarchia Matt International October 2009 - June 2010
NMC Financial Services, LLC December 2008 - May 2010
CRG Partners October 2008 - February 2010
Gerson Lehrman Group October 2008 - January 2010
Monarchia Matt International September 2008 - October 2009
Morgan Stanley July 1999 - January 2008
Goldman Sachs January 1999 - June 1999
Education
French Culinary Institute 2012 — 2012
Restaurant Management
New York University 1994 — 1998
Bachelor's degree
Walt Whitman HS 1990 — 1994
Evercore January 2015 - Present
CrowdSurge February 2014 - January 2015
RBC Capital Markets June 2010 - February 2014
Monarchia Matt International October 2009 - June 2010
NMC Financial Services, LLC December 2008 - May 2010
CRG Partners October 2008 - February 2010
Gerson Lehrman Group October 2008 - January 2010
Monarchia Matt International September 2008 - October 2009
Morgan Stanley July 1999 - January 2008
Goldman Sachs January 1999 - June 1999
Education
French Culinary Institute 2012 — 2012
Restaurant Management
New York University 1994 — 1998
Bachelor's degree
Walt Whitman HS 1990 — 1994
Kevin Sun's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Harvard Management Company September 2014 - November 2014
Evercore June 2014 - August 2014
BNY Mellon (The Boston Company) June 2013 - August 2013
Rochdale Investment Management July 2011 - August 2011
Skills
Stata, R, Bloomberg, PHP, HTML, C, JavaScript, SQL, VBA, Matlab, SAS
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude
Beijing Language and Culture University 2012 — 2012
Mandarin Chinese
Bridgewater-Raritan Regional High School 2007 — 2011
High School, Valedictorian
Evercore June 2015 - Present
Harvard Management Company September 2014 - November 2014
Evercore June 2014 - August 2014
BNY Mellon (The Boston Company) June 2013 - August 2013
Rochdale Investment Management July 2011 - August 2011
Skills
Stata, R, Bloomberg, PHP, HTML, C, JavaScript, SQL, VBA, Matlab, SAS
Education
Harvard University 2011 — 2015
Bachelor’s Degree, Statistics, Cum Laude
Beijing Language and Culture University 2012 — 2012
Mandarin Chinese
Bridgewater-Raritan Regional High School 2007 — 2011
High School, Valedictorian
Katherine Xu Katherine Xu's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
Skills
Mandarin, French, Microsoft Excel, Economics, PowerPoint, Bloomberg Terminal, Capital IQ, Mergers & Acquisitions
Education
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
City University (GB) 2013 — 2013
International Finance
University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.), Finance and Administration
Lisgar Collegiate Institute 2006 — 2010
Evercore June 2014 - Present
Evercore June 2013 - August 2013
CIBC World Markets May 2012 - August 2012
Skills
Mandarin, French, Microsoft Excel, Economics, PowerPoint, Bloomberg Terminal, Capital IQ, Mergers & Acquisitions
Education
Richard Ivey School of Business 2012 — 2014
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
City University (GB) 2013 — 2013
International Finance
University of Western Ontario 2010 — 2012
Bachelor of Arts (B.A.), Finance and Administration
Lisgar Collegiate Institute 2006 — 2010
Alexander McHale Alexander McHale's Evercore Experience June 2013 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2013 - Present
Evercore June 2012 - August 2012
C.L. King & Associates June 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Phillips Academy 2005 — 2009
Evercore June 2013 - Present
Evercore June 2012 - August 2012
C.L. King & Associates June 2011 - August 2011
Education
Columbia University in the City of New York 2009 — 2013
Bachelor of Arts (BA), Financial Economics
Phillips Academy 2005 — 2009
Ahmed Suria's Evercore Experience August 2015 - Present
Job Investment Banking Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2015 - Present
Columbia Business School August 2013 - May 2015
Barclays Capital June 2014 - August 2014
Venturi & Company April 2013 - August 2013
Pandora August 2012 - April 2013
Pandora March 2011 - August 2012
Wind River an Intel Company January 2009 - April 2011
KPMG September 2007 - November 2008
Skills
SAB 104, IPO, Revenue Recognition, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, US GAAP, Financial Analysis, Internal Controls, SOP 97-2, Financial Modeling, General Ledger, CPA, Financial Accounting, Forecasting, Account Reconciliation, Finance, Managerial Finance, Financial Statements, Financial Audits, External Audit, Budgets, IFRS, Internal Audit, Analysis, Corporate Finance, Due Diligence, Financial Forecasting, Accounts Receivable, Mergers & Acquisitions, Variance Analysis, Sarbanes-Oxley
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Honors
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2007
Masters of Science in Accounting, Accounting, Magna Cum Laude
University of Arizona 2003 — 2006
Bachelor of Science in Business Administration, Major in Accounting, Summa Cum Laude
Evercore August 2015 - Present
Columbia Business School August 2013 - May 2015
Barclays Capital June 2014 - August 2014
Venturi & Company April 2013 - August 2013
Pandora August 2012 - April 2013
Pandora March 2011 - August 2012
Wind River an Intel Company January 2009 - April 2011
KPMG September 2007 - November 2008
Skills
SAB 104, IPO, Revenue Recognition, SEC filings, GAAP, Sarbanes-Oxley Act, Financial Reporting, Accounting, Auditing, US GAAP, Financial Analysis, Internal Controls, SOP 97-2, Financial Modeling, General Ledger, CPA, Financial Accounting, Forecasting, Account Reconciliation, Finance, Managerial Finance, Financial Statements, Financial Audits, External Audit, Budgets, IFRS, Internal Audit, Analysis, Corporate Finance, Due Diligence, Financial Forecasting, Accounts Receivable, Mergers & Acquisitions, Variance Analysis, Sarbanes-Oxley
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Honors
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
University of Notre Dame 2006 — 2007
Masters of Science in Accounting, Accounting, Magna Cum Laude
University of Arizona 2003 — 2006
Bachelor of Science in Business Administration, Major in Accounting, Summa Cum Laude
Chad Doerge Chad Doerge's Evercore Experience October 2014 - Present
Job Senior Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
Evercore October 2014 - Present
ISI Group 2010 - Present
Deutsche Bank 2004 - 2010
Fulcrum Global Partners 2000 - 2004
Skills
Portfolio Management, Alternative Investments, Financial Services, Series 7, Financial Modeling, Asset Management, Corporate Finance, Mergers & Acquisitions, Securities, Hedge Funds, Trading, Trading Systems, Fixed Income, Capital Markets, Emerging Markets, Investment Banking, Bloomberg, Valuation, Options, Series 63, Electronic Trading, Financial Analysis, Equities, Investments, Derivatives, Financial Markets, Equity Research, Private Equity, Sales, Investment Strategies, Fund Of Funds, Equity Trading, Private Banking, ETFs, FINRA, Investment Management, Equity Valuation, Wealth Management, Corporate Development, FX Options, Structured Products, Bonds, Commodity, Bloomberg Terminal, Financial Structuring, Structured Finance, Technical Analysis, Asset Allocation, Business Valuation
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor's degree, Economics
Choate Rosemary Hall 1989 — 1992
David Tadros's Evercore Experience August 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore August 2015 - Present
Humana June 2014 - August 2015
Shea & Company, LLC May 2013 - August 2013
Eduventures February 2013 - May 2013
Boston College Career Center August 2011 - May 2013
Skills
Public Speaking, Leadership, Research, Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Competitive Analysis, Management
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics
Evercore August 2015 - Present
Humana June 2014 - August 2015
Shea & Company, LLC May 2013 - August 2013
Eduventures February 2013 - May 2013
Boston College Career Center August 2011 - May 2013
Skills
Public Speaking, Leadership, Research, Strategy, Strategic Planning, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Competitive Analysis, Management
Education
Boston College 2010 — 2014
Bachelor's Degree, Economics
Brooke Herlihy Cooper's Evercore Experience 2015 - Present
Job Managing Director at Evercore
Industry Financial Services
Experience
Evercore 2015 - Present
Morgan Stanley 2005 - 2015
Tishman Speyer 2003 - 2005
Morgan Stanley 1999 - 2001
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Harvard College 1995 — 1999
Bachelor of Arts (BA)
Evercore 2015 - Present
Morgan Stanley 2005 - 2015
Tishman Speyer 2003 - 2005
Morgan Stanley 1999 - 2001
Education
Harvard Business School 2001 — 2003
Master of Business Administration (MBA)
Harvard College 1995 — 1999
Bachelor of Arts (BA)
Wariz Anifowoshe Wariz Anifowoshe's Evercore Experience June 2015 - Present
Job Summer Associate Restructuring at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Morrison & Foerster LLP May 2015 - June 2015
Morrison & Foerster LLP May 2014 - August 2014
Barclays Capital July 2010 - June 2013
Skills
Fixed Income, Investment Banking, Bloomberg, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Microsoft Office, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2016
Doctor of Law (JD); MBA, JD/MBA Candidate
Yale University 2006 — 2010
Holmdel High School 2002 — 2006
Evercore June 2015 - Present
Morrison & Foerster LLP May 2015 - June 2015
Morrison & Foerster LLP May 2014 - August 2014
Barclays Capital July 2010 - June 2013
Skills
Fixed Income, Investment Banking, Bloomberg, Capital Markets, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Finance, Microsoft Office, Microsoft Excel
Education
Columbia University in the City of New York 2013 — 2016
Doctor of Law (JD); MBA, JD/MBA Candidate
Yale University 2006 — 2010
Holmdel High School 2002 — 2006
Michael Montani, CFA's Evercore Experience October 2014 - Present
Job Analyst at ISI Group
Industry Research
Experience
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
Evercore October 2014 - Present
ISI Group March 2010 - October 2014
Morgan Stanley June 2007 - March 2010
General Electric 2005 - 2007
Skills
Valuation, Financial Analysis, Corporate Finance, Equities, Financial Modeling
Education
Boston College - Carroll School of Management 2001 — 2005
Finance
Thayer Academy 1997 — 2001
Feroz Qayyum Feroz Qayyum's Evercore Experience July 2013 - June 2015
Job Associate at Hellman & Friedman
Industry Venture Capital & Private Equity
Experience
Hellman & Friedman July 2015 - Present
Evercore July 2013 - June 2015
Evercore June 2012 - August 2012
Education
Ivey Business School at Western University
Bachelor of Arts, Honors in Business Administration
Hellman & Friedman July 2015 - Present
Evercore July 2013 - June 2015
Evercore June 2012 - August 2012
Education
Ivey Business School at Western University
Bachelor of Arts, Honors in Business Administration
Sebastian Levy Sebastian Levy's Evercore Experience June 2014 - August 2014
Job Analyst at Nomura
Industry Financial Services
Experience
Nomura July 2015 - Present
Evercore June 2014 - August 2014
Skills
Investment Banking
Education
Dartmouth College 2011 — 2015
Undergraduate, Government (Modified)
Nomura July 2015 - Present
Evercore June 2014 - August 2014
Skills
Investment Banking
Education
Dartmouth College 2011 — 2015
Undergraduate, Government (Modified)
Doug Powers's Evercore Experience June 2015 - August 2015
Job Summer Analyst at Evercore
Industry
Experience
Evercore June 2015 - August 2015
Harvard Mathematics Department February 2014 - October 2014
Tokio Marine Management, Inc. June 2014 - August 2014
Quovo December 2013 - January 2014
Columbia University Astrophysics Department June 2011 - August 2011
Skills
Data Analysis, Mathematics, Tutoring, Python, Statistics, Public Speaking, Research
Education
Harvard University 2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics
Regis High School 2008 — 2012
Evercore June 2015 - August 2015
Harvard Mathematics Department February 2014 - October 2014
Tokio Marine Management, Inc. June 2014 - August 2014
Quovo December 2013 - January 2014
Columbia University Astrophysics Department June 2011 - August 2011
Skills
Data Analysis, Mathematics, Tutoring, Python, Statistics, Public Speaking, Research
Education
Harvard University 2012 — 2016
Bachelor of Arts (B.A.), Applied Mathematics
Regis High School 2008 — 2012
Justin Singh Justin Singh's Evercore Experience August 2015 - Present
Job Managing Director at Evercore
Industry Banking
Experience
Evercore August 2015 - Present
Rothschild July 2010 - August 2015
Lazard August 2007 - June 2010
HSBC October 2002 - August 2007
Nortel May 2000 - August 2001
Skills
Investment Banking, Capital Markets, Venture Capital, Corporate Development, Corporate Finance, Mergers, M&A experience, Valuation, Financial Modeling, Due Diligence, Private Equity, IPO, Investments, Strategy, Financial Analysis
Education
University of Toronto 1997 — 2002
Bachelor's Degree, Industrial Engineering
Upper Canada College 1993 — 1997
Evercore August 2015 - Present
Rothschild July 2010 - August 2015
Lazard August 2007 - June 2010
HSBC October 2002 - August 2007
Nortel May 2000 - August 2001
Skills
Investment Banking, Capital Markets, Venture Capital, Corporate Development, Corporate Finance, Mergers, M&A experience, Valuation, Financial Modeling, Due Diligence, Private Equity, IPO, Investments, Strategy, Financial Analysis
Education
University of Toronto 1997 — 2002
Bachelor's Degree, Industrial Engineering
Upper Canada College 1993 — 1997
Michael Aaronson's Evercore Experience February 2015 - Present
Job Incoming Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore February 2015 - Present
Stout Risius Ross August 2014 - August 2014
PS Business Management May 2013 - August 2014
Enactus June 2012 - December 2013
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.)
Indiana University - Kelley School of Business 2011 — 2012
Bachelor of Science, Business; Accounting and Finance
Syosset High School 2007 — 2011
Evercore February 2015 - Present
Stout Risius Ross August 2014 - August 2014
PS Business Management May 2013 - August 2014
Enactus June 2012 - December 2013
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2015
Bachelor of Business Administration (B.B.A.)
Indiana University - Kelley School of Business 2011 — 2012
Bachelor of Science, Business; Accounting and Finance
Syosset High School 2007 — 2011
Tyler Olson Tyler Olson's Evercore Experience August 2014 - Present
Job M&A Analyst at Evercore
Industry Venture Capital & Private Equity
Experience
Evercore August 2014 - Present
Ethos Capital Partners January 2015 - May 2015
Bregal Sagemount February 2014 - January 2015
Apollo Global Management LLC February 2014 - August 2014
Leonis Partners March 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Emory University 2012 — 2015
Bachelor of Arts (BA), Economics
Emory University - Goizueta Business School 2012 — 2015
Bachelor of Business Administration (B.B.A.), Bachelor of Arts, Finance, Accounting
Georgia Institute of Technology 2011 — 2012
Bachelor of Arts (BA), Economics and International Relations
Henry W. Grady High School 2007 — 2011
Evercore August 2014 - Present
Ethos Capital Partners January 2015 - May 2015
Bregal Sagemount February 2014 - January 2015
Apollo Global Management LLC February 2014 - August 2014
Leonis Partners March 2013 - March 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
Emory University 2012 — 2015
Bachelor of Arts (BA), Economics
Emory University - Goizueta Business School 2012 — 2015
Bachelor of Business Administration (B.B.A.), Bachelor of Arts, Finance, Accounting
Georgia Institute of Technology 2011 — 2012
Bachelor of Arts (BA), Economics and International Relations
Henry W. Grady High School 2007 — 2011
Gabriel Tenorio Gabriel Tenorio's Evercore Experience 2008 - 2010
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2015 - Present
Princeton University August 2010 - June 2015
Banco de México 2012 - 2012
ITAM 2011 - 2011
Evercore 2008 - 2010
Skills
Economics, Macroeconomics, Econometrics, Economic Research, Financial Analysis, Econometric Modeling, Time Series Analysis, Stata, Emerging Markets, Finance, Statistics, International Economics, Microeconomics, Quantitative Analytics
Education
Princeton University 2012 — 2015
Doctor of Philosophy (PhD), Economics
Princeton University 2010 — 2012
Master of Arts (M.A.), Economics
ITAM 2005 — 2009
Bachelor of Arts (B.A.), Economics
The Boston Consulting Group August 2015 - Present
Princeton University August 2010 - June 2015
Banco de México 2012 - 2012
ITAM 2011 - 2011
Evercore 2008 - 2010
Skills
Economics, Macroeconomics, Econometrics, Economic Research, Financial Analysis, Econometric Modeling, Time Series Analysis, Stata, Emerging Markets, Finance, Statistics, International Economics, Microeconomics, Quantitative Analytics
Education
Princeton University 2012 — 2015
Doctor of Philosophy (PhD), Economics
Princeton University 2010 — 2012
Master of Arts (M.A.), Economics
ITAM 2005 — 2009
Bachelor of Arts (B.A.), Economics
Carlos L. Hernandez Carlos L. Hernandez's Evercore Experience June 2012 - July 2012
Job Student at Cornell University
Industry Financial Services
Experience
Cornell Consulting Club October 2013 - Present
Mutual Investment Club of Cornell June 2014 - September 2015
CEMEX June 2015 - August 2015
The Boston Consulting Group June 2014 - July 2014
Evercore June 2012 - July 2012
Skills
Spanish, English, Leadership, Macroeconomics, PowerPoint, French, Public Speaking, Microeconomics, Microsoft Excel, Microsoft Word, Photoshop, Accounting, Strategic Planning, Business Strategy, Corporate Finance, Management, Consulting, Finance, Management Consulting
Education
Cornell University 2013 — 2017
Bachelor's degree, Economics
American School Foundation of Monterrey 2010 — 2013
Cornell Consulting Club October 2013 - Present
Mutual Investment Club of Cornell June 2014 - September 2015
CEMEX June 2015 - August 2015
The Boston Consulting Group June 2014 - July 2014
Evercore June 2012 - July 2012
Skills
Spanish, English, Leadership, Macroeconomics, PowerPoint, French, Public Speaking, Microeconomics, Microsoft Excel, Microsoft Word, Photoshop, Accounting, Strategic Planning, Business Strategy, Corporate Finance, Management, Consulting, Finance, Management Consulting
Education
Cornell University 2013 — 2017
Bachelor's degree, Economics
American School Foundation of Monterrey 2010 — 2013
Jeanine McPartlin's Evercore Experience June 2013 - May 2014
Job Associate Librarian
Industry Legal Services
Experience
Law Library Association of Greater New York August 2013 - Present
Carter Ledyard & Milburn LLP September 2014 - Present
Carter Ledyard & Milburn LLP January 2015 - September 2015
Volunteer-Business and Finance Division March 2014 - September 2014
Carter Ledyard & Milburn LLP June 2014 - August 2014
Evercore June 2013 - May 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2012 - January 2013
Cleary Gottlieb Steen & Hamilton LLP June 2011 - April 2012
Lazard August 2010 - June 2011
Latham & Watkins April 2007 - April 2010
Skills
Library Management, Copyright Law, Training, Online Research, Corporate Law, Organization &..., Mergers & Acquisitions, Library Science, Management, Market Research, Public Speaking, LexisNexis, Presentation Skills, Legal Research, Research, Library Research, Knowledge Management
Education
Queens College, The City University of New York 1998 — 2002
Master of Arts degree, Library Science
Adelphi University 1994 — 1995
Paralegal Certificate
Oswego State University 1980 — 1984
Bachelor of Arts degree, English Writing Arts
Law Library Association of Greater New York August 2013 - Present
Carter Ledyard & Milburn LLP September 2014 - Present
Carter Ledyard & Milburn LLP January 2015 - September 2015
Volunteer-Business and Finance Division March 2014 - September 2014
Carter Ledyard & Milburn LLP June 2014 - August 2014
Evercore June 2013 - May 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP June 2012 - January 2013
Cleary Gottlieb Steen & Hamilton LLP June 2011 - April 2012
Lazard August 2010 - June 2011
Latham & Watkins April 2007 - April 2010
Skills
Library Management, Copyright Law, Training, Online Research, Corporate Law, Organization &..., Mergers & Acquisitions, Library Science, Management, Market Research, Public Speaking, LexisNexis, Presentation Skills, Legal Research, Research, Library Research, Knowledge Management
Education
Queens College, The City University of New York 1998 — 2002
Master of Arts degree, Library Science
Adelphi University 1994 — 1995
Paralegal Certificate
Oswego State University 1980 — 1984
Bachelor of Arts degree, English Writing Arts
Eric Guja, CFA Eric Guja, CFA's Evercore Experience March 2015 - Present
Job Investment Banking Associate at Evercore
Industry Financial Services
Experience
Evercore March 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse August 2010 - June 2012
Renaissance Capital, LLC July 2007 - September 2010
Skills
Private Equity, Valuation, Corporate Finance, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions, IPO, Pre-IPO, Equity Research, Financial Analysis, Capital Markets
Education
Bucknell University 2003 — 2007
B.S, Business Administration
Evercore March 2015 - Present
Credit Suisse July 2012 - February 2015
Credit Suisse August 2010 - June 2012
Renaissance Capital, LLC July 2007 - September 2010
Skills
Private Equity, Valuation, Corporate Finance, Investment Banking, Alternative Investments, Due Diligence, Mergers & Acquisitions, IPO, Pre-IPO, Equity Research, Financial Analysis, Capital Markets
Education
Bucknell University 2003 — 2007
B.S, Business Administration
Liz Armstrong Liz Armstrong's Evercore Experience July 2014 - September 2014
Job Fundraising Coordinator at Outward Bound USA
Industry Nonprofit Organization Management
Experience
Outward Bound USA August 2015 - Present
Center for Talent Innovation/Hewlett Consulting Partners February 2015 - July 2015
Och-Ziff Capital Management October 2014 - November 2014
Evercore July 2014 - September 2014
Adecco Group June 2013 - July 2014
Armstrong Communication Systems June 2000 - May 2013
The Corcoran Group September 2008 - October 2010
Plymouth Church School September 2005 - June 2006
State University of New York September 1997 - June 1998
Brides Magazine February 1993 - July 1996
Skills
Real Estate, Event Planning, Marketing, Fundraising, Public Speaking, Nonprofits, Social Networking, Negotiation, Microsoft Office, Research, Project Management, Human Resources, Residential Homes, Art, Entrepreneurship, Teaching, Executive Support, Microsoft Word, Property Management, Condos, Coordination, Administrative..., Editing, Customer Service, Social Media Marketing, Operations Management, Recruiting, Non-profits, Microsoft Excel, Strategic Planning, Community Outreach, Travel Arrangements, Sales Management, Business Development, Team Building, Business Strategy, Writing, Account Management, Accounts Payable, Accounts Receivable, PowerPoint, QuickBooks, Advertising, Marketing Communications, Relationship Management, Raiser's Edge, Concur
Education
State University of New York at Binghamton 1997 — 1999
MSed, Elementary Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor's degree, Fine and Studio Arts
Outward Bound USA August 2015 - Present
Center for Talent Innovation/Hewlett Consulting Partners February 2015 - July 2015
Och-Ziff Capital Management October 2014 - November 2014
Evercore July 2014 - September 2014
Adecco Group June 2013 - July 2014
Armstrong Communication Systems June 2000 - May 2013
The Corcoran Group September 2008 - October 2010
Plymouth Church School September 2005 - June 2006
State University of New York September 1997 - June 1998
Brides Magazine February 1993 - July 1996
Skills
Real Estate, Event Planning, Marketing, Fundraising, Public Speaking, Nonprofits, Social Networking, Negotiation, Microsoft Office, Research, Project Management, Human Resources, Residential Homes, Art, Entrepreneurship, Teaching, Executive Support, Microsoft Word, Property Management, Condos, Coordination, Administrative..., Editing, Customer Service, Social Media Marketing, Operations Management, Recruiting, Non-profits, Microsoft Excel, Strategic Planning, Community Outreach, Travel Arrangements, Sales Management, Business Development, Team Building, Business Strategy, Writing, Account Management, Accounts Payable, Accounts Receivable, PowerPoint, QuickBooks, Advertising, Marketing Communications, Relationship Management, Raiser's Edge, Concur
Education
State University of New York at Binghamton 1997 — 1999
MSed, Elementary Education
University of Massachusetts, Amherst 1989 — 1993
Bachelor's degree, Fine and Studio Arts
Jonathan Lee Jonathan Lee's Evercore Experience June 2013 - March 2015
Job Associate at OrbiMed
Industry Financial Services
Experience
OrbiMed May 2015 - Present
Evercore June 2013 - March 2015
OrbiMed January 2011 - January 2013
Rothschild June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Investments, Financial Analysis, Equities, Microsoft Excel, Due Diligence, Capital IQ, Microsoft Office, PowerPoint, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
Bachelor of Science (BS), Financial Engineering
OrbiMed May 2015 - Present
Evercore June 2013 - March 2015
OrbiMed January 2011 - January 2013
Rothschild June 2012 - August 2012
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Hedge Funds, Financial Modeling, Bloomberg, Valuation, Bloomberg Terminal, Investments, Financial Analysis, Equities, Microsoft Excel, Due Diligence, Capital IQ, Microsoft Office, PowerPoint, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2013
Bachelor of Science (BS), Financial Engineering
Andrew Watt Andrew Watt's Evercore Experience July 2015 - Present
Job Associate at Evercore
Industry Oil & Energy
Experience
Evercore July 2015 - Present
Citi June 2014 - August 2014
Citi March 2013 - June 2013
United States Marine Corps May 2008 - April 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 2004 — 2008
Bachelor's Degree, Economics
Evercore July 2015 - Present
Citi June 2014 - August 2014
Citi March 2013 - June 2013
United States Marine Corps May 2008 - April 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
United States Naval Academy 2004 — 2008
Bachelor's Degree, Economics
Conor Deveney Conor Deveney's Evercore Experience June 2014 - August 2014
Job Equity Research Associate at Evercore ISI
Industry Banking
Experience
Evercore ISI June 2015 - Present
J.P. Morgan January 2015 - February 2015
Evercore June 2014 - August 2014
GMO May 2012 - August 2012
Education
Amherst College 2011 — 2015
Bachelor’s Degree, Economics and Political Science
Phillips Academy Andover 2007 — 2011
Evercore ISI June 2015 - Present
J.P. Morgan January 2015 - February 2015
Evercore June 2014 - August 2014
GMO May 2012 - August 2012
Education
Amherst College 2011 — 2015
Bachelor’s Degree, Economics and Political Science
Phillips Academy Andover 2007 — 2011
Clark Zhang's Evercore Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
McKinsey & Company June 2014 - August 2014
Cornell University January 2014 - June 2014
Cornell Store August 2012 - December 2013
Business by Philosophy May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Management Consulting, Microsoft Word, Business Strategy
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Upper Canada College 2006 — 2012
International Baccalaureate & Ontario Secondary School Diploma
Evercore June 2015 - August 2015
McKinsey & Company June 2014 - August 2014
Cornell University January 2014 - June 2014
Cornell Store August 2012 - December 2013
Business by Philosophy May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Research, Management Consulting, Microsoft Word, Business Strategy
Education
Cornell University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Upper Canada College 2006 — 2012
International Baccalaureate & Ontario Secondary School Diploma
Christiana Ting's Evercore Experience December 2013 - January 2015
Job Strategic Acquisitions Associate, Samsung Global Innovation Center
Industry Consumer Electronics
Experience
Samsung Electronics, Global Innovation Center April 2015 - Present
Evercore December 2013 - January 2015
Barclays June 2012 - December 2013
Barclays June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA
Singapore Management University 2010 — 2010
International Exchange
Samsung Electronics, Global Innovation Center April 2015 - Present
Evercore December 2013 - January 2015
Barclays June 2012 - December 2013
Barclays June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA
Singapore Management University 2010 — 2010
International Exchange
Elliot Ross Elliot Ross's Evercore Experience July 2015 - Present
Job Restructuring Associate at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2012 - July 2015
Gruppo, Levey & Co. March 2008 - August 2009
Ernst & Young May 2005 - February 2008
Skills
Private Equity, Bankruptcy, Corporate Finance, Legal Research, Financial Analysis, Financial Modeling, Corporate Law, Securities Regulation, Valuation, Restructuring, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Debt Restructuring, Chapter 11
Education
Fordham University School of Law 2009 — 2012
J.D., magna cum laude, Order of the Coif
University of Virginia 2005 — 2006
M.S., Accounting
Emory University 2001 — 2005
B.B.A., Finance & Accounting; Minor, Philosophy
Evercore July 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2012 - July 2015
Gruppo, Levey & Co. March 2008 - August 2009
Ernst & Young May 2005 - February 2008
Skills
Private Equity, Bankruptcy, Corporate Finance, Legal Research, Financial Analysis, Financial Modeling, Corporate Law, Securities Regulation, Valuation, Restructuring, Financial Accounting, Financial Reporting, Mergers & Acquisitions, Debt Restructuring, Chapter 11
Education
Fordham University School of Law 2009 — 2012
J.D., magna cum laude, Order of the Coif
University of Virginia 2005 — 2006
M.S., Accounting
Emory University 2001 — 2005
B.B.A., Finance & Accounting; Minor, Philosophy
Wes Rodriguez Wes Rodriguez's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry
Experience
Evercore June 2014 - Present
Columbia Youth Adventurers (CYA),Community Impact September 2011 - May 2014
Spectator Publishing Company February 2011 - December 2013
Evercore June 2013 - August 2013
CatchMyBass October 2011 - June 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Data Analysis, Spanish, Editing, Blogging
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics (B.A.)
Evercore June 2014 - Present
Columbia Youth Adventurers (CYA),Community Impact September 2011 - May 2014
Spectator Publishing Company February 2011 - December 2013
Evercore June 2013 - August 2013
CatchMyBass October 2011 - June 2013
Merrill Lynch July 2012 - August 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Data Analysis, Spanish, Editing, Blogging
Education
Columbia University in the City of New York 2010 — 2014
Financial Economics (B.A.)
Josh Pressman's Evercore Experience August 2012 - August 2015
Job
Industry Information Technology and Services
Experience
Sprinklr August 2015 - Present
Evercore August 2012 - August 2015
Deloitte Consulting June 2011 - August 2011
Sperry, Mitchell & Company September 2004 - August 2010
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Tufts University 2000 — 2004
B.A., Magna Cum Laude, Economics, Political Science
Milton Academy
Sprinklr August 2015 - Present
Evercore August 2012 - August 2015
Deloitte Consulting June 2011 - August 2011
Sperry, Mitchell & Company September 2004 - August 2010
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Tufts University 2000 — 2004
B.A., Magna Cum Laude, Economics, Political Science
Milton Academy
Brian Roberts's Evercore Experience January 2006 - May 2011
Job CFO at Lyft
Industry Internet
Experience
Lyft October 2014 - Present
Walmart eCommerce May 2011 - October 2014
Evercore January 2006 - May 2011
Microsoft January 2001 - November 2005
Inktomi Corporation April 1999 - December 2000
Lazard Freres July 1996 - April 1999
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Business Development, Venture Capital, Start-ups, Leadership, Finance, E-commerce, Private Equity, Investments, Investment Banking, Competitive Analysis, Relationship Management, Strategic Vision
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
Lyft October 2014 - Present
Walmart eCommerce May 2011 - October 2014
Evercore January 2006 - May 2011
Microsoft January 2001 - November 2005
Inktomi Corporation April 1999 - December 2000
Lazard Freres July 1996 - April 1999
Skills
Strategy, Corporate Development, Mergers & Acquisitions, Strategic Partnerships, Business Strategy, Business Development, Venture Capital, Start-ups, Leadership, Finance, E-commerce, Private Equity, Investments, Investment Banking, Competitive Analysis, Relationship Management, Strategic Vision
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
BA, Economics
Robert Nick Robert Nick's Evercore Experience July 2015 - August 2015
Job Summer Intern at Evercore Partners Inc.
Industry Financial Services
Experience
Evercore July 2015 - August 2015
CT Challenge, Inc. May 2014 - August 2014
NYSE Euronext May 2013 - August 2013
Skills
Leadership, Presentations, Social Media, Equities, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Relations, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Finance, General
Fairfield Prep, Fairfield CT 2008 — 2012
High School Dipolma
Evercore July 2015 - August 2015
CT Challenge, Inc. May 2014 - August 2014
NYSE Euronext May 2013 - August 2013
Skills
Leadership, Presentations, Social Media, Equities, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Public Relations, Time Management
Education
Elon University - Martha and Spencer Love School of Business 2012 — 2016
Bachelor of Science in Business Administration (B.S.B.A), Finance, General
Fairfield Prep, Fairfield CT 2008 — 2012
High School Dipolma
Guy McCumber Guy McCumber's Evercore Experience August 2014 - Present
Job M&A Associate
Industry Investment Banking
Experience
Evercore August 2014 - Present
Evercore June 2013 - August 2013
Big Red Rooster 2011 - 2012
Five x Five 2009 - 2011
Accenture 2007 - 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, Economics
Duke University 2003 — 2007
Economics & Political Science
Evercore August 2014 - Present
Evercore June 2013 - August 2013
Big Red Rooster 2011 - 2012
Five x Five 2009 - 2011
Accenture 2007 - 2009
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, Economics
Duke University 2003 — 2007
Economics & Political Science
Ted Lin Ted Lin's Evercore Experience June 2014 - August 2014
Job Equity Research Summer Associate at Evercore
Industry Financial Services
Experience
Columbia Business School August 2013 - Present
Evercore June 2014 - August 2014
IBM August 2010 - August 2013
Johnson & Johnson June 2009 - August 2009
Goldmark Advisers July 2008 - September 2008
Skills
Analytics, Analysis, Project Management, Data Analysis, Management Consulting, Strategy, Business Planning, Outsourcing
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BA/BS Double Degree, Industrial Engineering, Economics, Kellogg Financial Economics Certificate
Columbia Business School August 2013 - Present
Evercore June 2014 - August 2014
IBM August 2010 - August 2013
Johnson & Johnson June 2009 - August 2009
Goldmark Advisers July 2008 - September 2008
Skills
Analytics, Analysis, Project Management, Data Analysis, Management Consulting, Strategy, Business Planning, Outsourcing
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2006 — 2010
BA/BS Double Degree, Industrial Engineering, Economics, Kellogg Financial Economics Certificate
Peter Haas's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Pine Grove Asset Management LLC May 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Pilot Advisors LP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Finance, Investments, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Analysis, PowerPoint, Microsoft Word, Matlab, Oboe, Adobe Creative Suite, Java
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Engineering, Magna Cum Laude
Summit High School 2007 — 2011
High School Diploma
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Pine Grove Asset Management LLC May 2013 - August 2013
Oppenheimer & Co. Inc. June 2012 - August 2012
Pilot Advisors LP June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Finance, Investments, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Analysis, PowerPoint, Microsoft Word, Matlab, Oboe, Adobe Creative Suite, Java
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Operations Research and Engineering, Magna Cum Laude
Summit High School 2007 — 2011
High School Diploma
Roelof Opperman Roelof Opperman's Evercore Experience August 2012 - July 2015
Job Associate at Norwest Venture Partners
Industry Venture Capital & Private Equity
Experience
Norwest Venture Partners July 2015 - Present
Evercore August 2012 - July 2015
Goldman Sachs 2009 - August 2012
Bridgewater Associates 2008 - 2009
Skills
Investments, Equities, Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Market Research, Hedge Funds, Business Analysis, Management Consulting, Finance
Education
Emory University 2004 — 2007
Phi Beta Kappa, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Conestoga High School 2000 — 2004
Norwest Venture Partners July 2015 - Present
Evercore August 2012 - July 2015
Goldman Sachs 2009 - August 2012
Bridgewater Associates 2008 - 2009
Skills
Investments, Equities, Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Market Research, Hedge Funds, Business Analysis, Management Consulting, Finance
Education
Emory University 2004 — 2007
Phi Beta Kappa, magna cum laude
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Conestoga High School 2000 — 2004
Danielle Even Danielle Even's Evercore Experience July 2014 - July 2015
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Evercore July 2014 - July 2015
Evercore Partners June 2011 - June 2014
Evercore Partners June 2010 - August 2010
Thor Equities June 2009 - August 2009
Thor Equities May 2008 - August 2008
Katzenbach Partners May 2007 - August 2007
Skills
LBO, Management, Bloomberg, Valuation, Investment Banking, Financial Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
Evercore July 2014 - July 2015
Evercore Partners June 2011 - June 2014
Evercore Partners June 2010 - August 2010
Thor Equities June 2009 - August 2009
Thor Equities May 2008 - August 2008
Katzenbach Partners May 2007 - August 2007
Skills
LBO, Management, Bloomberg, Valuation, Investment Banking, Financial Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
Pranit Tukrel's Evercore Experience June 2015 - August 2015
Job Ivey Business School HBA Candidate
Industry Investment Banking
Experience
Evercore June 2015 - August 2015
CIBC World Markets May 2014 - August 2014
Student Tutoring Service May 2012 - July 2014
Skills
Business Analysis, Microsoft Office, Project Management, Microsoft Excel, Customer Service, Teamwork, Marketing, Public Speaking, Analysis, Management, Online Marketing, Sports, Time Management, Social Media, Research
Education
Ivey Business School at Western University 2012 — 2016
Bachelor of Arts (B.A.) (Honours), Business Administaration, Finance, 3.86/4.0 (first two years)
Western University 2012 — 2014
Economics (Honors)
Upper Canada College 2007 — 2012
IB Diploma and OSSD Diploma, 94.5%
Evercore June 2015 - August 2015
CIBC World Markets May 2014 - August 2014
Student Tutoring Service May 2012 - July 2014
Skills
Business Analysis, Microsoft Office, Project Management, Microsoft Excel, Customer Service, Teamwork, Marketing, Public Speaking, Analysis, Management, Online Marketing, Sports, Time Management, Social Media, Research
Education
Ivey Business School at Western University 2012 — 2016
Bachelor of Arts (B.A.) (Honours), Business Administaration, Finance, 3.86/4.0 (first two years)
Western University 2012 — 2014
Economics (Honors)
Upper Canada College 2007 — 2012
IB Diploma and OSSD Diploma, 94.5%
Jeff Mensch's Evercore Experience September 2013 - October 2014
Job
Industry Investment Banking
Experience
MacAndrews & Forbes October 2014 - Present
Evercore September 2013 - October 2014
UBS Investment Bank March 2007 - August 2013
Deutsche Bank 2005 - 2007
Simpson Thacher September 2003 - May 2005
Skadden Arps 2001 - 2001
Lehman Brothers 1998 - 1999
Skills
Private Equity, Investment Banking, Corporate Finance, Tax, Valuation, Mergers, Investments, Family Office
Education
Harvard Law School 2000 — 2003
JD, Tax
Duke University 1994 — 1998
BS, Economics
MacAndrews & Forbes October 2014 - Present
Evercore September 2013 - October 2014
UBS Investment Bank March 2007 - August 2013
Deutsche Bank 2005 - 2007
Simpson Thacher September 2003 - May 2005
Skadden Arps 2001 - 2001
Lehman Brothers 1998 - 1999
Skills
Private Equity, Investment Banking, Corporate Finance, Tax, Valuation, Mergers, Investments, Family Office
Education
Harvard Law School 2000 — 2003
JD, Tax
Duke University 1994 — 1998
BS, Economics
Anand Marathe's Evercore Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Evercore July 2015 - Present
Barclays Investment Bank June 2008 - Present
Bear Stearns July 2007 - May 2008
Bear Stearns June 2006 - August 2006
Deloitte Consulting February 2001 - July 2005
Skills
Investment Banking, Corporate Development, Bloomberg, Valuation, Financial Modeling, Investments, Private Equity, Capital Markets, Venture Capital, Asset Management, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Management Consulting, Mergers & Acquisitions, Business Analysis, Fixed Income, Portfolio Management
Education
Columbia Business School 2005 — 2007
MBA
Carnegie Mellon University 1997 — 2000
BS
Evercore July 2015 - Present
Barclays Investment Bank June 2008 - Present
Bear Stearns July 2007 - May 2008
Bear Stearns June 2006 - August 2006
Deloitte Consulting February 2001 - July 2005
Skills
Investment Banking, Corporate Development, Bloomberg, Valuation, Financial Modeling, Investments, Private Equity, Capital Markets, Venture Capital, Asset Management, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Management Consulting, Mergers & Acquisitions, Business Analysis, Fixed Income, Portfolio Management
Education
Columbia Business School 2005 — 2007
MBA
Carnegie Mellon University 1997 — 2000
BS
Daisuke J Nakajima's Evercore Experience October 2006 - Present
Job Economic Research
Industry Financial Services
Experience
Evercore October 2006 - Present
Federal Reserve Bank of Chicago August 2004 - October 2006
Skills
Financial Modeling, Equities, Equity Research, Valuation, Capital Markets, Emerging Markets, Macroeconomics, Economic Research, Fixed Income, Hedge Funds, Bloomberg, Quantitative Analytics, Alternative Investments, Financial Markets
Education
Brown University
AB
Columbia University in the City of New York
MA
Evercore October 2006 - Present
Federal Reserve Bank of Chicago August 2004 - October 2006
Skills
Financial Modeling, Equities, Equity Research, Valuation, Capital Markets, Emerging Markets, Macroeconomics, Economic Research, Fixed Income, Hedge Funds, Bloomberg, Quantitative Analytics, Alternative Investments, Financial Markets
Education
Brown University
AB
Columbia University in the City of New York
MA
Henoch Senbetta's Evercore Experience June 2011 - Present
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore June 2011 - Present
WiPower, Inc May 2006 - August 2010
Deloitte Consulting September 2008 - February 2009
Deloitte Consulting September 2006 - September 2008
Skills
Financial Modeling, Business Strategy, Strategy, Emerging Markets, Competitive Analysis, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Start-ups, Management Consulting, Private Equity, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
Harvard Business School 2009 — 2011
MBA
University of Florida 2002 — 2006
Bachelor of Science, Industrial Engineering
Evercore June 2011 - Present
WiPower, Inc May 2006 - August 2010
Deloitte Consulting September 2008 - February 2009
Deloitte Consulting September 2006 - September 2008
Skills
Financial Modeling, Business Strategy, Strategy, Emerging Markets, Competitive Analysis, Due Diligence, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Start-ups, Management Consulting, Private Equity, Valuation, Financial Analysis, Investment Banking, Corporate Finance
Education
Harvard Business School 2009 — 2011
MBA
University of Florida 2002 — 2006
Bachelor of Science, Industrial Engineering
Rodney Reid's Evercore Experience November 2014 - Present
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore November 2014 - Present
UBS Investment Bank June 2006 - October 2014
Cerberus Capital Management 2005 - 2006
Pamilco Capital Partners June 2004 - August 2004
Education
Harvard Business School 2003 — 2005
Evercore November 2014 - Present
UBS Investment Bank June 2006 - October 2014
Cerberus Capital Management 2005 - 2006
Pamilco Capital Partners June 2004 - August 2004
Education
Harvard Business School 2003 — 2005
John Lehman's Evercore Experience July 2013 - January 2015
Job Professional Staff Member at Senate Armed Services Committee
Industry Legislative Office
Experience
Senate Armed Services Committee January 2015 - Present
Evercore July 2013 - January 2015
Cowen and Company June 2012 - August 2012
United States Navy February 2003 - April 2011
Skills
Navy, National Security, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Intelligence Analysis, Weapons, Defense, Force Protection, Program Management, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
B.A., Diplomatic History
Deerfield Academy 1994 — 1997
Senate Armed Services Committee January 2015 - Present
Evercore July 2013 - January 2015
Cowen and Company June 2012 - August 2012
United States Navy February 2003 - April 2011
Skills
Navy, National Security, Military, Security Clearance, Military Operations, Military Experience, DoD, Command, Operational Planning, Intelligence Analysis, Weapons, Defense, Force Protection, Program Management, Financial Modeling
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
Master of Business Administration (MBA)
University of Pennsylvania 1997 — 2001
B.A., Diplomatic History
Deerfield Academy 1994 — 1997
Michael Shen's Evercore Experience June 2010 - May 2012
Job Student at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Warburg Pincus August 2012 - July 2014
Evercore June 2010 - May 2012
Morgan Stanley 2009 - 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
B.S. Engineering, B.S. Economics, Finance, Materials Science & Engineering, Mathematics
Warburg Pincus August 2012 - July 2014
Evercore June 2010 - May 2012
Morgan Stanley 2009 - 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
B.S. Engineering, B.S. Economics, Finance, Materials Science & Engineering, Mathematics
Robert Greene's Evercore Experience May 2014 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Evercore May 2014 - Present
Sterne Agee March 2011 - April 2014
Collins Stewart LLC July 2009 - March 2011
Citi May 2008 - August 2008
Sandler O'Neill January 2003 - April 2007
State Street 2002 - 2002
Skills
Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Writing, Technical Writing, Public Speaking, Bloomberg, Equity Research, Equity Valuation, Financial Accounting, Investment Banking, Capital Markets, Equities, Investments, Corporate Finance, Mutual Funds, Securities, Financial Institutions, Bloomberg Terminal, Hedge Funds, Private Equity, Financial Markets, Portfolio Management, Derivatives, Due Diligence, Alternative Investments, Financial Advisory
Education
Duke University 2007 — 2009
MBA, Corporate Finance & Financial Statement Analysis
Tufts University 1998 — 2002
BA, Economics
Colorado Academy
Michael Catts's Evercore Experience September 2013 - Present
Job Vice President at Evercore
Industry Banking
Experience
Evercore September 2013 - Present
UBS July 2006 - August 2013
Houlihan Lokey July 2005 - July 2006
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Hedge Funds, LBO, Corporate Finance, Capital Markets, Financial Analysis
Education
Georgetown University 2001 — 2005
Evercore September 2013 - Present
UBS July 2006 - August 2013
Houlihan Lokey July 2005 - July 2006
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Hedge Funds, LBO, Corporate Finance, Capital Markets, Financial Analysis
Education
Georgetown University 2001 — 2005
Victor Chan's Evercore Experience June 2015 - Present
Job Investment Banking Associate at Evercore Partners
Industry Banking
Experience
Evercore June 2015 - Present
Citi July 2013 - May 2015
Financial Industry Regulatory Authority March 2010 - May 2011
Standard & Poors Financial Services LLC February 2008 - February 2010
Ameriprise Financial Services, Inc. June 2006 - January 2008
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Masters in Business Administration
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Science, Finance & Marketing
The Chinese University of Hong Kong 2004 — 2005
Non-Degree, International Studies Program
Evercore June 2015 - Present
Citi July 2013 - May 2015
Financial Industry Regulatory Authority March 2010 - May 2011
Standard & Poors Financial Services LLC February 2008 - February 2010
Ameriprise Financial Services, Inc. June 2006 - January 2008
Education
Georgetown University - The McDonough School of Business 2011 — 2013
Masters in Business Administration
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Science, Finance & Marketing
The Chinese University of Hong Kong 2004 — 2005
Non-Degree, International Studies Program
Donna DeLeo's Evercore Experience April 2015 - June 2015
Job Executive Assistant to President at Judith Ripka Companies, Inc.
Industry Executive Office
Experience
Evercore April 2015 - June 2015
David Yurman June 2014 - October 2014
The Judith Ripka Companies, Inc February 2008 - December 2013
Arbor Commercial Mortgage 2006 - 2008
Fantasy Holidays, Inc. 1990 - 2005
Lazard Freres January 1982 - July 1985
Skills
Outlook, Time Management, Customer Service, Microsoft Office, Social Media, Inventory Management, Microsoft Excel, PowerPoint, Editing, Real Estate, Research, Logistics, Business Strategy, Employee Relations, Strategic Planning, Teamwork, Negotiation, Writing, Scheduling, Database Administration, Excel, Budgeting, Customer Relations
Education
Long Island University, C.W. Post Campus 1999 — 2002
BS Business Mgmnt,Magna Cum Laude, BS Business: Finance, Economics. Minor in Biology & English.
Evercore April 2015 - June 2015
David Yurman June 2014 - October 2014
The Judith Ripka Companies, Inc February 2008 - December 2013
Arbor Commercial Mortgage 2006 - 2008
Fantasy Holidays, Inc. 1990 - 2005
Lazard Freres January 1982 - July 1985
Skills
Outlook, Time Management, Customer Service, Microsoft Office, Social Media, Inventory Management, Microsoft Excel, PowerPoint, Editing, Real Estate, Research, Logistics, Business Strategy, Employee Relations, Strategic Planning, Teamwork, Negotiation, Writing, Scheduling, Database Administration, Excel, Budgeting, Customer Relations
Education
Long Island University, C.W. Post Campus 1999 — 2002
BS Business Mgmnt,Magna Cum Laude, BS Business: Finance, Economics. Minor in Biology & English.
Jordan Tarry's Evercore Experience November 2014 - May 2015
Job Director at Evercore
Industry Financial Services
Experience
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Cantor Fitzgerald September 2015 - Present
Evercore November 2014 - May 2015
ISI Group March 2007 - October 2014
Morgan Keegan June 2003 - February 2007
Skills
Series 7, Equity Research, Securities, Equities, Investments, Trading, Investment Banking, Hedge Funds, Valuation, Capital Markets
Education
Cornell University 1998 — 2002
Friends academy 1994 — 1998
Braden Edwards's Evercore Experience September 2013 - August 2014
Job Managing Director at RBC
Industry Financial Services
Experience
RBC September 2014 - Present
Alcatraz Outlaws March 2009 - Present
Evercore September 2013 - August 2014
Credit Suisse April 2006 - February 2013
University High School 2000 - 2011
Capital Group September 2004 - March 2006
Credit Suisse April 2001 - August 2004
Robertson Stephens January 1999 - June 2001
SKYY Spirits October 1998 - January 2000
E&J Gallo Winery June 1990 - September 1998
Skills
Sales, Equities, Coaching, Management, Equity Trading, Golf, Lacrosse, Hedge Funds, Series 7, Capital Markets, Investments, Alternative Investments, Bloomberg, Series 63, Equity Research, Private Equity, Valuation, Asset Management
Education
Gettysburg College 1985 — 1990
BA, Business
Holderness School 1983 — 1985
RBC September 2014 - Present
Alcatraz Outlaws March 2009 - Present
Evercore September 2013 - August 2014
Credit Suisse April 2006 - February 2013
University High School 2000 - 2011
Capital Group September 2004 - March 2006
Credit Suisse April 2001 - August 2004
Robertson Stephens January 1999 - June 2001
SKYY Spirits October 1998 - January 2000
E&J Gallo Winery June 1990 - September 1998
Skills
Sales, Equities, Coaching, Management, Equity Trading, Golf, Lacrosse, Hedge Funds, Series 7, Capital Markets, Investments, Alternative Investments, Bloomberg, Series 63, Equity Research, Private Equity, Valuation, Asset Management
Education
Gettysburg College 1985 — 1990
BA, Business
Holderness School 1983 — 1985
Fred Greis's Evercore Experience 2010 - Present
Job Evercore ISI
Industry Capital Markets
Experience
Evercore 2010 - Present
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2000 - 2005
PaineWebber 1990 - 2000
Skills
Equity Research, Cross-functional Team..., Equities, Change Management, Investment Banking
Education
Brown University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Evercore 2010 - Present
UBS Investment Bank 2005 - 2008
UBS Investment Bank 2000 - 2005
PaineWebber 1990 - 2000
Skills
Equity Research, Cross-functional Team..., Equities, Change Management, Investment Banking
Education
Brown University
BA, Economics
University of Pennsylvania - The Wharton School
MBA, Finance
Josh Magid's Evercore Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School
Industry Investment Banking
Experience
The Wharton School August 2014 - Present
Evercore June 2015 - August 2015
JSB-Partners, LP May 2011 - July 2014
Shasta Partners May 2009 - August 2010
Exeter Group May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2006 — 2011
BA/MA
Copenhagen Business School 2010 — 2010
The Wharton School August 2014 - Present
Evercore June 2015 - August 2015
JSB-Partners, LP May 2011 - July 2014
Shasta Partners May 2009 - August 2010
Exeter Group May 2008 - August 2008
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Brandeis University 2006 — 2011
BA/MA
Copenhagen Business School 2010 — 2010
Jonathan Jones's Evercore Experience June 2015 - August 2015
Job MBA Candidate, Darden School of Business at the University of Virginia
Industry Financial Services
Experience
Evercore June 2015 - August 2015
Jones Renovation Company (Family-Owned Venture) 2013 - 2014
Morgan Stanley 2012 - 2013
Prudential Financial - Investments Division 2011 - 2012
Prudential Financial - Retirement Division 2008 - 2011
Prudential Financial - Retirement Division 2006 - 2007
UBS Financial Services October 2005 - May 2006
Skills
Financial Services, Mergers, Research, Pricing, Valuation, Financial Modeling, Investments, Bloomberg, Asset Managment, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Due Diligence, Finance, Capital Markets, Fixed Income, Mutual Funds, Financial Reporting, Entrepreneurship, Asset Management, Market Research
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Babson College 2002 — 2006
Bachelor of Science, Business Management (Focus in Entrepreneurship, Finance & Marketing)
CFA Institute
Passed Level 1
Evercore June 2015 - August 2015
Jones Renovation Company (Family-Owned Venture) 2013 - 2014
Morgan Stanley 2012 - 2013
Prudential Financial - Investments Division 2011 - 2012
Prudential Financial - Retirement Division 2008 - 2011
Prudential Financial - Retirement Division 2006 - 2007
UBS Financial Services October 2005 - May 2006
Skills
Financial Services, Mergers, Research, Pricing, Valuation, Financial Modeling, Investments, Bloomberg, Asset Managment, Corporate Finance, Financial Analysis, Portfolio Management, Equities, Due Diligence, Finance, Capital Markets, Fixed Income, Mutual Funds, Financial Reporting, Entrepreneurship, Asset Management, Market Research
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
Babson College 2002 — 2006
Bachelor of Science, Business Management (Focus in Entrepreneurship, Finance & Marketing)
CFA Institute
Passed Level 1
Ilya Svintsitski's Evercore Experience July 2015 - Present
Job Evercore Partners
Industry Financial Services
Experience
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Antoine Aurimond's Evercore Experience August 2015 - Present
Job Restructuring Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2015 - Present
UBS Investment Bank June 2014 - August 2014
New Harbor Incorporated July 2010 - May 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Excel, Equity Valuation, Microsoft Excel, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Due Diligence, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialization in Finance and Strategy
MBA Institute 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2009 — 2009
BBA, Classes: Investments, Corporate Finance, Negotiations and Integrated Marketing Communications
Evercore August 2015 - Present
UBS Investment Bank June 2014 - August 2014
New Harbor Incorporated July 2010 - May 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Excel, Equity Valuation, Microsoft Excel, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Due Diligence, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialization in Finance and Strategy
MBA Institute 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2009 — 2009
BBA, Classes: Investments, Corporate Finance, Negotiations and Integrated Marketing Communications
Jennifer McBride's Evercore Experience March 2010 - Present
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
Evercore March 2010 - Present
Neuberger Berman 2009 - March 2010
Morgan Stanley 2007 - 2009
Education
Georgetown University 2003 — 2007
BA, Political Economy
James Hwang's Evercore Experience August 2015 - Present
Job Associate at Evercore PCA
Industry Investment Banking
Experience
Evercore August 2015 - Present
Coller Capital June 2014 - August 2014
J.P. Morgan & Co. June 2011 - June 2013
J.P. Morgan & Co. June 2010 - August 2010
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equity Research, Investments, Due Diligence, LBO
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Finance
Evercore August 2015 - Present
Coller Capital June 2014 - August 2014
J.P. Morgan & Co. June 2011 - June 2013
J.P. Morgan & Co. June 2010 - August 2010
Skills
Investment Banking, Equities, Mergers & Acquisitions, Valuation, Financial Modeling, Bloomberg, Corporate Finance, Financial Analysis, Private Equity, Equity Research, Investments, Due Diligence, LBO
Education
Harvard Business School
MBA
University of Southern California - Marshall School of Business
Finance
Jeffrey Jackson's Evercore Experience April 2013 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Cerana Import Pvt Ltd 2014 - Present
Evercore April 2013 - Present
Stifel Nicolaus Weisel 2011 - 2013
Intercontinental Real Estate Corporation 2006 - 2009
Samuels & Associates 2004 - 2006
Citi 2002 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Investment Banking, DCF, LBO, Strategy, Acquisitions, Venture Capital, Real Estate, Corporate Finance, Finance, Disposition, Mergers & Acquisitions, Investment Properties, Investments, Dispositions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Managment, Finance
Hampton University 1998 — 2002
B.S., Finance
The Park School
Cerana Import Pvt Ltd 2014 - Present
Evercore April 2013 - Present
Stifel Nicolaus Weisel 2011 - 2013
Intercontinental Real Estate Corporation 2006 - 2009
Samuels & Associates 2004 - 2006
Citi 2002 - 2004
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, Capital Markets, Investment Banking, DCF, LBO, Strategy, Acquisitions, Venture Capital, Real Estate, Corporate Finance, Finance, Disposition, Mergers & Acquisitions, Investment Properties, Investments, Dispositions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, General Managment, Finance
Hampton University 1998 — 2002
B.S., Finance
The Park School
Brett Holloway's Evercore Experience July 2013 - March 2014
Job Private Equity Associate at Onex Partners
Industry Financial Services
Experience
Onex April 2014 - Present
Evercore July 2013 - March 2014
Evercore April 2011 - June 2013
Fidus Partners May 2010 - April 2011
Vector Marketing May 2009 - August 2009
Vector Marketing June 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Maxi Lift Inc May 2007 - August 2007
Maxi Lift Inc May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation Modeling, Leveraged Buyout..., DCF Valuation, Excel, PowerPoint, Word, Economics, Corporate Finance, Investment Banking, Capital IQ, Business Valuation, Finance, Microsoft Office, Analytics, IPO, Bloomberg, Microsoft Excel
Education
Davidson College 2006 — 2010
Bachelor's, Economics, Math
Greenhill School 1992 — 2006
Onex April 2014 - Present
Evercore July 2013 - March 2014
Evercore April 2011 - June 2013
Fidus Partners May 2010 - April 2011
Vector Marketing May 2009 - August 2009
Vector Marketing June 2008 - August 2008
Merrill Lynch May 2008 - August 2008
Maxi Lift Inc May 2007 - August 2007
Maxi Lift Inc May 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Valuation Modeling, Leveraged Buyout..., DCF Valuation, Excel, PowerPoint, Word, Economics, Corporate Finance, Investment Banking, Capital IQ, Business Valuation, Finance, Microsoft Office, Analytics, IPO, Bloomberg, Microsoft Excel
Education
Davidson College 2006 — 2010
Bachelor's, Economics, Math
Greenhill School 1992 — 2006
Neal Patel's Evercore Experience August 2013 - Present
Job Investment Banking Associate at Evercore
Industry Financial Services
Experience
Evercore August 2013 - Present
Newsweek and The Daily Beast October 2009 - July 2011
RBC Capital Markets July 2006 - August 2009
Skills
Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
MBA, General
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Evercore August 2013 - Present
Newsweek and The Daily Beast October 2009 - July 2011
RBC Capital Markets July 2006 - August 2009
Skills
Capital Markets, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
Columbia Business School 2011 — 2013
MBA, General
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance and Accounting
Eli Sevin's Evercore Experience August 2015 - Present
Job Evercore Partners, M&A Associate
Industry Investment Banking
Experience
Evercore August 2015 - Present
Kellogg School of Management August 2013 - June 2015
Time Warner Cable Sports October 2011 - June 2013
Edelman September 2009 - November 2011
Skills
Financial Analysis, Strategy, Valuation, Market Research, Digital Media, Competitive Analysis, Presentation Development
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Cornell University 2005 — 2009
Bachelor of Arts (BA), American/United States Studies/Civilization
Evercore August 2015 - Present
Kellogg School of Management August 2013 - June 2015
Time Warner Cable Sports October 2011 - June 2013
Edelman September 2009 - November 2011
Skills
Financial Analysis, Strategy, Valuation, Market Research, Digital Media, Competitive Analysis, Presentation Development
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
Cornell University 2005 — 2009
Bachelor of Arts (BA), American/United States Studies/Civilization
Yohan Minaya's Evercore Experience January 2014 - Present
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore January 2014 - Present
Evercore Partners August 2009 - December 2013
Merrill Lynch August 2007 - August 2009
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, M&A experience, Emerging Markets, Corporate Finance, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Youth Mentoring, Financial Analysis, Due Diligence, Equities, Investments
Education
Brown University
Evercore January 2014 - Present
Evercore Partners August 2009 - December 2013
Merrill Lynch August 2007 - August 2009
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, M&A experience, Emerging Markets, Corporate Finance, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Youth Mentoring, Financial Analysis, Due Diligence, Equities, Investments
Education
Brown University
Maria D. Palacios's Evercore Experience April 2009 - March 2010
Job PhD Candidate in Economics at Boston University
Industry Higher Education
Experience
Boston University January 2015 - Present
Boston University September 2013 - December 2014
Banorte April 2010 - May 2012
Evercore April 2009 - March 2010
Skills
Econometrics, Economics, Financial Modeling, Stata, Eviews, Statistics, Financial Analysis, Statistical Modeling, Research, Spanish
Education
Boston University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
Boston University 2012 — 2014
Master’s Degree, Political Economy
Universidad Iberoamericana, Ciudad de México 2005 — 2009
Licentiate degree, Economics
University of Oxford 2007 — 2008
Visiting Student, Economics and Mathematics
Boston University January 2015 - Present
Boston University September 2013 - December 2014
Banorte April 2010 - May 2012
Evercore April 2009 - March 2010
Skills
Econometrics, Economics, Financial Modeling, Stata, Eviews, Statistics, Financial Analysis, Statistical Modeling, Research, Spanish
Education
Boston University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
Boston University 2012 — 2014
Master’s Degree, Political Economy
Universidad Iberoamericana, Ciudad de México 2005 — 2009
Licentiate degree, Economics
University of Oxford 2007 — 2008
Visiting Student, Economics and Mathematics
David Cannizzo's Evercore Experience November 2014 - Present
Job Evercore ISI Electronic Trading
Industry Financial Services
Experience
Evercore November 2014 - Present
Liquidnet October 2008 - October 2014
ITG November 2006 - October 2008
Calyon June 2005 - November 2006
Societe Generale November 1999 - June 2005
Skills
Program Trading, Equity Trading, Algorithms, Algorithm Development, Algorithm Design, Series 7, Series 63, Series 55, Canadian Trading..., TCA, Analytics, Quantitative Analytics, Nasdaq Market Maker, Equity Sales Trader, Product Sales, Product Developemnt, Trading Systems, Market Data, Trading, Electronic Trading, Trading System, Sales
Education
Fordham University 2000 — 2005
MBA, Finance
Lehigh University 1994 — 1998
BS, Mathematics
Evercore November 2014 - Present
Liquidnet October 2008 - October 2014
ITG November 2006 - October 2008
Calyon June 2005 - November 2006
Societe Generale November 1999 - June 2005
Skills
Program Trading, Equity Trading, Algorithms, Algorithm Development, Algorithm Design, Series 7, Series 63, Series 55, Canadian Trading..., TCA, Analytics, Quantitative Analytics, Nasdaq Market Maker, Equity Sales Trader, Product Sales, Product Developemnt, Trading Systems, Market Data, Trading, Electronic Trading, Trading System, Sales
Education
Fordham University 2000 — 2005
MBA, Finance
Lehigh University 1994 — 1998
BS, Mathematics
Tiffany Thornton's Evercore Experience 2010 - Present
Job Events Services Professional
Industry Events Services
Experience
Evercore 2010 - Present
Institute of International Education 2008 - 2010
Institute of International Education 2006 - 2008
New York University 2005 - 2006
Education
New York University 2005 — 2006
Music Performance, General
Converse College 1998 — 2002
Bachelor’s Degree, Music Performance, General
Evercore 2010 - Present
Institute of International Education 2008 - 2010
Institute of International Education 2006 - 2008
New York University 2005 - 2006
Education
New York University 2005 — 2006
Music Performance, General
Converse College 1998 — 2002
Bachelor’s Degree, Music Performance, General
Drew Braucht's Evercore Experience August 2014 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
Evercore June 2013 - August 2013
TPG Biotech July 2012 - August 2012
IMS Consulting Group January 2011 - June 2012
IMS Consulting Group June 2010 - December 2010
The Lewin Group June 2009 - May 2010
National Institutes of Health August 2008 - June 2009
Education
Columbia Business School 2012 — 2014
MBA, Finance
Duke University 2004 — 2008
BSE, Biomedical Engineering
Evercore August 2014 - Present
Evercore June 2013 - August 2013
TPG Biotech July 2012 - August 2012
IMS Consulting Group January 2011 - June 2012
IMS Consulting Group June 2010 - December 2010
The Lewin Group June 2009 - May 2010
National Institutes of Health August 2008 - June 2009
Education
Columbia Business School 2012 — 2014
MBA, Finance
Duke University 2004 — 2008
BSE, Biomedical Engineering
Andrew Tripp's Evercore Experience June 2014 - August 2014
Job MBA Candidate, Class of 2015 at The Wharton School
Industry Investment Banking
Experience
Evercore June 2014 - August 2014
Deloitte Consulting July 2012 - June 2013
Deloitte Consulting August 2011 - July 2012
Deloitte Consulting September 2009 - July 2011
Skills
Management Consulting, Business Process..., IT Strategy, Business Analysis, Business Process Design, Financial Modeling, Business Intelligence, Requirements Gathering, PMO, Business Process..., Data Warehousing, Strategy, Business Strategy, Requirements Analysis, Program Management, Data Modeling, Enterprise Architecture, Change Management, Business Transformation, Information Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
BA, Finance, Information Systems
SDA Bocconi 2008 — 2008
Evercore June 2014 - August 2014
Deloitte Consulting July 2012 - June 2013
Deloitte Consulting August 2011 - July 2012
Deloitte Consulting September 2009 - July 2011
Skills
Management Consulting, Business Process..., IT Strategy, Business Analysis, Business Process Design, Financial Modeling, Business Intelligence, Requirements Gathering, PMO, Business Process..., Data Warehousing, Strategy, Business Strategy, Requirements Analysis, Program Management, Data Modeling, Enterprise Architecture, Change Management, Business Transformation, Information Management
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Boston College 2005 — 2009
BA, Finance, Information Systems
SDA Bocconi 2008 — 2008
Flood, Curtis's Evercore Experience April 2014 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore April 2014 - Present
Barclays Capital July 2012 - April 2014
Barclays Capital June 2011 - August 2011
US Navy Reserve March 2006 - April 2011
U.S. Congress, House Intelligence Committee November 2005 - July 2010
U.S. Congress, House Armed Services Committee November 2002 - November 2005
Skills
Financial Modeling, Valuation, Command, Investment Banking, Bloomberg, Capital Markets, National Security, Defense, Strategic M&A, Restructuring
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Naval War College 2003 — 2006
M.A., International Relations and Strategic Studies
Georgetown University 1998 — 2002
B.A., Government
Evercore April 2014 - Present
Barclays Capital July 2012 - April 2014
Barclays Capital June 2011 - August 2011
US Navy Reserve March 2006 - April 2011
U.S. Congress, House Intelligence Committee November 2005 - July 2010
U.S. Congress, House Armed Services Committee November 2002 - November 2005
Skills
Financial Modeling, Valuation, Command, Investment Banking, Bloomberg, Capital Markets, National Security, Defense, Strategic M&A, Restructuring
Education
University of Virginia - Darden Graduate School of Business Administration 2010 — 2012
Master of Business Administration (M.B.A.), Finance
Naval War College 2003 — 2006
M.A., International Relations and Strategic Studies
Georgetown University 1998 — 2002
B.A., Government
Vickram Mohan's Evercore Experience March 2011 - May 2015
Job Consumer Analyst at Artisan Partners
Industry Financial Services
Experience
Artisan Partners May 2015 - Present
Evercore March 2011 - May 2015
Education
Columbia University in the City of New York 2006 — 2010
Bachelor’s Degree, Chemical Engineering and Economics, GPA = 3.90
Artisan Partners May 2015 - Present
Evercore March 2011 - May 2015
Education
Columbia University in the City of New York 2006 — 2010
Bachelor’s Degree, Chemical Engineering and Economics, GPA = 3.90
Richard Hwang's Evercore Experience June 2013 - August 2015
Job Investment Professional at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs September 2015 - Present
Evercore June 2013 - August 2015
The Blackstone Group June 2012 - August 2012
Lunar Capital June 2011 - August 2011
Avista Capital Partners May 2010 - June 2010
The National Assembly of The Republic of Korea July 2009 - August 2009
Alternergy August 2008 - 2008
Education
Harvard Graduate School of Arts and Sciences 2012 — 2013
Master of Science (S.M.), Applied Mathematics
Harvard University 2009 — 2013
Bachelor of Arts (A.B.), Applied Mathematics, Magna Cum Laude
Harvard University 2009 — 2013
Bachelor's degree, Applied Mathematics
St. Paul's School (Concord, NH) 2006 — 2009
High School Degree, Summa Cum Laude
Goldman Sachs September 2015 - Present
Evercore June 2013 - August 2015
The Blackstone Group June 2012 - August 2012
Lunar Capital June 2011 - August 2011
Avista Capital Partners May 2010 - June 2010
The National Assembly of The Republic of Korea July 2009 - August 2009
Alternergy August 2008 - 2008
Education
Harvard Graduate School of Arts and Sciences 2012 — 2013
Master of Science (S.M.), Applied Mathematics
Harvard University 2009 — 2013
Bachelor of Arts (A.B.), Applied Mathematics, Magna Cum Laude
Harvard University 2009 — 2013
Bachelor's degree, Applied Mathematics
St. Paul's School (Concord, NH) 2006 — 2009
High School Degree, Summa Cum Laude
Melissa Pumphrey's Evercore Experience June 2015 - Present
Job at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
HDR January 2013 - May 2015
Decision Economics, Inc. January 2012 - January 2013
Skills
Econometrics, Stata, Economic Research, Macroeconomics, Economic Forecasting, Economic Policy, Monetary Policy, Quantitative Analytics, Analysis, Statistical Modeling, Research, Microeconomics, Equities, Economic Development, Statistics, SPSS, Forecasting, Risk Management, Cost Benefit Analysis, VBA
Education
Boston College 2008 — 2010
MA, Economics
St. Mary's College of Maryland 2003 — 2007
BA, Economics
Evercore June 2015 - Present
HDR January 2013 - May 2015
Decision Economics, Inc. January 2012 - January 2013
Skills
Econometrics, Stata, Economic Research, Macroeconomics, Economic Forecasting, Economic Policy, Monetary Policy, Quantitative Analytics, Analysis, Statistical Modeling, Research, Microeconomics, Equities, Economic Development, Statistics, SPSS, Forecasting, Risk Management, Cost Benefit Analysis, VBA
Education
Boston College 2008 — 2010
MA, Economics
St. Mary's College of Maryland 2003 — 2007
BA, Economics
Daniel Zimbaldi, CFA's Evercore Experience July 2014 - Present
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Evercore July 2014 - Present
Deutsche Bank February 2012 - May 2014
Deutsche Bank October 2008 - February 2012
Lehman Brothers 2006 - 2008
J.P. Morgan June 2005 - February 2006
J.P. Morgan June 2004 - August 2004
Nicholas Applegate July 2002 - January 2003
Merrill Lynch July 1999 - May 2002
Education
Columbia Business School 2003 — 2005
MBA, Finance
Stanford University 1994 — 1998
Bachelor of Arts, International Relations
Linna Su's Evercore Experience March 2015 - May 2015
Job Arden Asset Management
Industry Financial Services
Experience
Arden Asset Management March 2015 - Present
Evercore March 2015 - May 2015
UBS Wealth Management March 2014 - December 2014
Columbia Business School & New York Stock Exchange July 2013 - February 2014
Guosen Securities July 2012 - August 2012
China International Capital Corporation July 2011 - August 2011
Skills
Wealth Management, Asset Allocation, Econometrics, Bloomberg Terminal, Financial Modeling, Fixed Income, Equity Derivatives, Investor Relations, VBA, Matlab, Capital IQ, STATA, Private Equity, Quantitative Analytics, Stata, Capital Markets
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Quantitative Methods in Social Sciences(Economics Track), 4.0+
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Arts (B.A.), English, 3.92
Arden Asset Management March 2015 - Present
Evercore March 2015 - May 2015
UBS Wealth Management March 2014 - December 2014
Columbia Business School & New York Stock Exchange July 2013 - February 2014
Guosen Securities July 2012 - August 2012
China International Capital Corporation July 2011 - August 2011
Skills
Wealth Management, Asset Allocation, Econometrics, Bloomberg Terminal, Financial Modeling, Fixed Income, Equity Derivatives, Investor Relations, VBA, Matlab, Capital IQ, STATA, Private Equity, Quantitative Analytics, Stata, Capital Markets
Education
Columbia University in the City of New York 2012 — 2013
Master of Arts (M.A.), Quantitative Methods in Social Sciences(Economics Track), 4.0+
Guangdong University of Foreign Studies 2008 — 2012
Bachelor of Arts (B.A.), English, 3.92
Elizabeth Anderson's Evercore Experience 2014 - 2015
Job Associate at ISI Group
Industry Investment Banking
Experience
ISI Group 2012 - Present
Evercore 2014 - 2015
Deutsche Bank 2010 - 2012
The Economist 2004 - 2008
Skills
Emerging Markets, Investment Banking, Equity Research, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
BA, Political Science-Economics, Hispanic Studies
ISI Group 2012 - Present
Evercore 2014 - 2015
Deutsche Bank 2010 - 2012
The Economist 2004 - 2008
Skills
Emerging Markets, Investment Banking, Equity Research, Fixed Income, Capital Markets
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (MBA)
Columbia University in the City of New York 2000 — 2004
BA, Political Science-Economics, Hispanic Studies
Jeffrey Lu's Evercore Experience March 2014 - May 2014
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
Underdog.io April 2015 - June 2015
Shikiar Asset Management January 2015 - May 2015
U.S. Department of State October 2014 - April 2015
Anthos Capital October 2014 - December 2014
Evercore March 2014 - May 2014
Technology Crossover Ventures December 2013 - March 2014
Tinypass October 2013 - December 2013
Stifel June 2013 - August 2013
Portland House October 2012 - May 2013
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (BA), Financial Economics
State University of New York at Binghamton 2011 — 2012
Bachelor of Science (BS), Accounting, Concentration in Financial Engineering
Vestal High School 2007 — 2011
Barclays June 2015 - Present
Underdog.io April 2015 - June 2015
Shikiar Asset Management January 2015 - May 2015
U.S. Department of State October 2014 - April 2015
Anthos Capital October 2014 - December 2014
Evercore March 2014 - May 2014
Technology Crossover Ventures December 2013 - March 2014
Tinypass October 2013 - December 2013
Stifel June 2013 - August 2013
Portland House October 2012 - May 2013
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (BA), Financial Economics
State University of New York at Binghamton 2011 — 2012
Bachelor of Science (BS), Accounting, Concentration in Financial Engineering
Vestal High School 2007 — 2011
Kate Mannering's Evercore Experience August 2012 - April 2015
Job Recruiting at Evercore Partners
Industry Higher Education
Experience
Evercore August 2012 - April 2015
Columbia Business School January 2007 - August 2012
Skills
Admissions, Higher Education, Student Affairs, Alumni Relations, Non-profits, Research, Higher Education..., Career Counseling, Resume Writing, Public Speaking, Academic Advising, Event Planning
Education
Columbia University Teachers College 2007 — 2009
MA
Harvard University 2002 — 2006
BA
Evercore August 2012 - April 2015
Columbia Business School January 2007 - August 2012
Skills
Admissions, Higher Education, Student Affairs, Alumni Relations, Non-profits, Research, Higher Education..., Career Counseling, Resume Writing, Public Speaking, Academic Advising, Event Planning
Education
Columbia University Teachers College 2007 — 2009
MA
Harvard University 2002 — 2006
BA
Beau Kretzman's Evercore Experience May 2015 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore May 2015 - Present
Keefe, Bruyette & Woods June 2006 - May 2015
Optum 2003 - 2003
Skills
Investment Banking, Valuation, Capital Markets, Equities, Financial Modeling, Bloomberg, Private Placements, Equity Capital Markets, Corporate Finance, Fixed Income, Equity Valuation, Mergers, Securities, Due Diligence
Education
Amherst College 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Edina
Evercore May 2015 - Present
Keefe, Bruyette & Woods June 2006 - May 2015
Optum 2003 - 2003
Skills
Investment Banking, Valuation, Capital Markets, Equities, Financial Modeling, Bloomberg, Private Placements, Equity Capital Markets, Corporate Finance, Fixed Income, Equity Valuation, Mergers, Securities, Due Diligence
Education
Amherst College 2001 — 2005
Bachelor of Arts (B.A.), Psychology
Edina
Aniket Kotnis's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2012 - August 2012
Hidden River Capital Partners, LLC September 2011 - April 2012
Raymond James Financial Inc. May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics, Finance
International Academy 2008 — 2010
International Baccalaureate Diploma
American School of Bombay 2005 — 2008
Evercore June 2014 - Present
Evercore June 2013 - August 2013
P. Schoenfeld Asset Management (PSAM) May 2012 - August 2012
Hidden River Capital Partners, LLC September 2011 - April 2012
Raymond James Financial Inc. May 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science, Economics, Finance
International Academy 2008 — 2010
International Baccalaureate Diploma
American School of Bombay 2005 — 2008
Daniel Fallahi's Evercore Experience June 2014 - Present
Job Analyst at Evercore Partners
Industry Financial Services
Experience
Evercore June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Shionogi Inc January 2012 - August 2012
Yale School of Medicine May 2009 - August 2010
Education
University of Pennsylvania 2012 — 2013
Master of Engineering (M.Eng.), Systems Engineering
University of Pennsylvania 2009 — 2013
Bachelor of Engineering (B.Eng.), Bioengineering and Biomedical Engineering
Choate Rosemary Hall 2005 — 2009
High School
Evercore June 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Shionogi Inc January 2012 - August 2012
Yale School of Medicine May 2009 - August 2010
Education
University of Pennsylvania 2012 — 2013
Master of Engineering (M.Eng.), Systems Engineering
University of Pennsylvania 2009 — 2013
Bachelor of Engineering (B.Eng.), Bioengineering and Biomedical Engineering
Choate Rosemary Hall 2005 — 2009
High School
Brogiin Keeton's Evercore Experience September 2015 - Present
Job Vice President and Litigation Counsel at Evercore
Industry Law Practice
Experience
Evercore September 2015 - Present
Sidley Austin September 2011 - August 2015
Skills
Securities Regulation, Legal Research, Corporate Law, Legal Writing, Class Actions, Civil Litigation, Intellectual Property, Securities Litigation, Patent Litigation, Appeals, Trade Secrets, Cross-border..., Competition Law, Corporate Governance, Westlaw, White Collar Criminal..., Securities Offerings, Patent Prosecution
Education
Stanford Law School 2008 — 2011
London School of Economics and Political Science 2005 — 2006
Master of Science (MSc)
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.)
Santa Catalina School for Girls 1998 — 2001
Evercore September 2015 - Present
Sidley Austin September 2011 - August 2015
Skills
Securities Regulation, Legal Research, Corporate Law, Legal Writing, Class Actions, Civil Litigation, Intellectual Property, Securities Litigation, Patent Litigation, Appeals, Trade Secrets, Cross-border..., Competition Law, Corporate Governance, Westlaw, White Collar Criminal..., Securities Offerings, Patent Prosecution
Education
Stanford Law School 2008 — 2011
London School of Economics and Political Science 2005 — 2006
Master of Science (MSc)
Dartmouth College 2001 — 2005
Bachelor of Arts (B.A.)
Santa Catalina School for Girls 1998 — 2001
Daniel McAllister's Evercore Experience August 2013 - Present
Job Investment Banking Associate at Evercore
Industry Banking
Experience
Evercore August 2013 - Present
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
US Army October 2008 - June 2010
US Army March 2008 - October 2008
US Army July 2006 - March 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
United States Military Academy at West Point 2001 — 2005
Bachelor's degree, Economics
Evercore August 2013 - Present
Credit Suisse July 2012 - July 2013
Credit Suisse June 2011 - August 2011
US Army October 2008 - June 2010
US Army March 2008 - October 2008
US Army July 2006 - March 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
United States Military Academy at West Point 2001 — 2005
Bachelor's degree, Economics
Eric Serotta's Evercore Experience February 2014 - Present
Job Managing Director at Evercore ISI, Global Beverages
Industry Financial Services
Experience
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Evercore February 2014 - Present
Wells Fargo Securities June 2010 - May 2012
Consumer Edge Research LLC March 2009 - June 2010
Merrill Lynch July 2006 - March 2009
Merrill Lynch February 2005 - June 2006
Merrill Lynch February 2002 - January 2005
J.P. Morgan October 1997 - February 2002
Skills
Equities, Equity Research, Financial Modeling, Financial Analysis, Valuation, Consumer Products, Hedge Funds, Business Strategy, Financial Reporting, Commodity Chemicals, Agricultural Chemicals, Corporate Finance, Capital Markets, Alternative Investments, Private Equity, Equity Valuation, Fixed Income, Portfolio Management, Series 7, Bloomberg, Asset Management
Education
Dartmouth College 1993 — 1997
Bachelor of Arts (B.A.), Economics
Nitish Lakhanpal's Evercore Experience June 2013 - Present
Job Analyst at King Street Capital Management
Industry Investment Banking
Experience
King Street Capital Management September 2014 - Present
Evercore June 2013 - Present
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Physics and Mathematics
King Street Capital Management September 2014 - Present
Evercore June 2013 - Present
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Physics and Mathematics
Jonathan Bassani's Evercore Experience August 2013 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2013 - Present
CBC December 2007 - June 2011
Kraft Foods Group August 2007 - November 2007
Skills
Strategic Financial..., Forecasting, Financial Modeling, Valuation, Corporate Finance, Accounting, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Evercore August 2013 - Present
CBC December 2007 - June 2011
Kraft Foods Group August 2007 - November 2007
Skills
Strategic Financial..., Forecasting, Financial Modeling, Valuation, Corporate Finance, Accounting, Finance, Financial Analysis, Financial Reporting, Mergers & Acquisitions
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
York University - Schulich School of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Paul Fusco's Evercore Experience June 2013 - May 2014
Job
Industry Financial Services
Experience
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
New York Life Insurance Company December 2014 - Present
Evercore June 2013 - May 2014
Núuk Capital, LLC April 2012 - May 2013
Collins Stewart Inc January 2010 - April 2012
Sandler O'Neill & Partners, L.P. March 2009 - December 2010
Tisbury Capital, LLC January 2007 - March 2008
Fontana Capital, LLC September 2004 - January 2007
John Hancock Investments July 1998 - March 2004
Skills
Management, Research, Sales, Investments, Portfolio Management, Equities, Financial Services, Finance, Financial Analysis, Mutual Funds, Leadership, Financial Modeling, Risk Management
Education
Bryant University 1990 — 1994
Bachelor's degree, Finance, General
Xaverian Brothers High School 1986 — 1990
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS