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
Alex Schendel Alex Schendel's Evercore Experience May 2015 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore May 2015 - Present
Symphony Technology Group July 2014 - April 2015
Evercore April 2012 - June 2014
Citi July 2011 - April 2012
Citi May 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Portuguese, Corporate Finance, Investment Management, Due Diligence, Financial Advisory, Finance, Venture Capital, Wealth Management, Portfolio Management, Investments, Asset Management
Education
University of Miami 2007 — 2011
BBA, Finance
Hopkinton High School 2003 — 2007
Evercore May 2015 - Present
Symphony Technology Group July 2014 - April 2015
Evercore April 2012 - June 2014
Citi July 2011 - April 2012
Citi May 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Portuguese, Corporate Finance, Investment Management, Due Diligence, Financial Advisory, Finance, Venture Capital, Wealth Management, Portfolio Management, Investments, Asset Management
Education
University of Miami 2007 — 2011
BBA, Finance
Hopkinton High School 2003 — 2007
Sean Pi Sean Pi's Evercore Experience August 2013 - November 2014
Job Investment Associate
Industry Financial Services
Experience
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Castleton Commodities International November 2014 - Present
Evercore August 2013 - November 2014
Wells Fargo Securities June 2012 - August 2013
Citadel Investment Group June 2011 - August 2011
Novahill Partners January 2011 - June 2011
The Ivy Council September 2010 - June 2011
Jefferies & Company June 2010 - August 2010
Guggenheim Partners June 2009 - September 2009
Estee Lauder June 2006 - September 2007
Stony Brook University June 2005 - August 2007
Skills
Economics, Investment Banking, Financial Modeling, Excel, Credit, Corporate Finance, Financial Analysis, Valuation, Fixed Income, PowerPoint, Bloomberg, R, Banking, Chinese, Spanish, Business Strategy, Organizational..., Equities, Finance, Trading, Fire Eating
Education
North High School
Princeton University
AB, Economics
Jennifer Jew Jennifer Jew's Evercore Experience January 2009 - June 2009
Job Project Manager, Strategy and Product Development
Industry Financial Services
Experience
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Charles Schwab September 2014 - Present
BlackRock August 2012 - September 2014
BlackRock June 2011 - August 2011
Bernstein Global Wealth Management June 2010 - August 2010
Evercore January 2009 - June 2009
JPMorgan Chase January 2006 - July 2007
Skills
Equities, Asset Management, Financial Modeling, Valuation, Marketing, Financial Markets, Asset Allocation, Market Research, Strategy, Investment Banking, Investments, Project Management, Research, Finance, Microsoft Office, Management, Financial Analysis
Education
University of California, Berkeley
Bachelor's Degree, Interdisciplinary Studies Concentration: Behavior and Economics
Lund University 2011 — 2011
Exchange Program
Seth Shevlin Seth Shevlin's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Central European Advisory Group March 2013 - June 2013
Chestnut Hill Partners March 2013 - June 2013
Morgan Stanley June 2012 - September 2012
Skills
Microsoft Excel,..., Conversational Spanish, Investment Banking, Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Asset Allocation, Finance, Financial Advisory, Bonds
Education
New York University 2011 — 2015
Bachelor of Science (B.Sc.), Accounting and Finance
Ransom Everglades High School 2008 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Central European Advisory Group March 2013 - June 2013
Chestnut Hill Partners March 2013 - June 2013
Morgan Stanley June 2012 - September 2012
Skills
Microsoft Excel,..., Conversational Spanish, Investment Banking, Strategic Financial..., Portfolio Management, Mergers & Acquisitions, Asset Allocation, Finance, Financial Advisory, Bonds
Education
New York University 2011 — 2015
Bachelor of Science (B.Sc.), Accounting and Finance
Ransom Everglades High School 2008 — 2011
Bryan Chiou's Evercore Experience June 2015 - August 2015
Job Tech M&A Summer Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - August 2015
Berkeley Business Society November 2014 - May 2015
GP Bullhound June 2014 - August 2014
85 Degrees Bakery Cafe May 2013 - January 2014
Merrill Lynch October 2013 - December 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Management, Event Planning, Nonprofits, Leadership, Program Management, Data Analysis, Entrepreneurship, Financial Modeling, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Industrial Engineering and Operations Research Minor
Evercore June 2015 - August 2015
Berkeley Business Society November 2014 - May 2015
GP Bullhound June 2014 - August 2014
85 Degrees Bakery Cafe May 2013 - January 2014
Merrill Lynch October 2013 - December 2013
Skills
PowerPoint, Public Speaking, Microsoft Excel, Management, Event Planning, Nonprofits, Leadership, Program Management, Data Analysis, Entrepreneurship, Financial Modeling, Teamwork
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Industrial Engineering and Operations Research Minor
Christina Walsh, MBA's Evercore Experience August 2015 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2015 - Present
Evercore June 2014 - August 2014
Renaissance Technologies LLC October 2011 - April 2013
OppenheimerFunds June 2010 - July 2011
Ameriprise Financial Services, Inc. January 2007 - June 2010
Skills
Completed Level 1 of..., Investments, Leadership, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Valuation, Mergers
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Finance, Accounting, Entrepreneurial Management
Stony Brook University 2003 — 2006
B.S., Business Management
Evercore August 2015 - Present
Evercore June 2014 - August 2014
Renaissance Technologies LLC October 2011 - April 2013
OppenheimerFunds June 2010 - July 2011
Ameriprise Financial Services, Inc. January 2007 - June 2010
Skills
Completed Level 1 of..., Investments, Leadership, Portfolio Management, Wealth Management, Financial Modeling, Financial Analysis, Valuation, Mergers
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Finance, Accounting, Entrepreneurial Management
Stony Brook University 2003 — 2006
B.S., Business Management
Anthony Arguelles Anthony Arguelles's Evercore Experience June 2015 - Present
Job MBA Candidate Harvard Business School, Prior Marine Officer
Industry Military
Experience
Evercore June 2015 - Present
Harvard Business School July 2014 - Present
United States Marine Corps May 2009 - May 2014
Skills
Military Training, Team Leadership, Leadership, Training, Military Operations, Physical Security, Security Clearance, Afghanistan, Military, Operational Planning, Weapons, DoD, Command, Military Experience, Top Secret
Education
United States Naval Academy 2005 — 2009
Bachelor of Science (BS), Applied Mathematics
Harvard Business School 2014 — 2016
Evercore June 2015 - Present
Harvard Business School July 2014 - Present
United States Marine Corps May 2009 - May 2014
Skills
Military Training, Team Leadership, Leadership, Training, Military Operations, Physical Security, Security Clearance, Afghanistan, Military, Operational Planning, Weapons, DoD, Command, Military Experience, Top Secret
Education
United States Naval Academy 2005 — 2009
Bachelor of Science (BS), Applied Mathematics
Harvard Business School 2014 — 2016
Benjamin Suhajda Benjamin Suhajda's Evercore Experience January 2015 - Present
Job Investment Banking Summer Analyst at Evercore
Industry Financial Services
Experience
Evercore January 2015 - Present
Maize and Blue Fund September 2013 - Present
Michigan Investment Banking Club September 2013 - Present
John W. Loofbourrow & Associates January 2014 - May 2015
Bloomfield Capital May 2014 - August 2014
Ferber Warehousing June 2013 - August 2013
Greenfield Commercial Credit June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, C++, English, Financial Modeling, Finance, rese, Leadership, Data Analysis, Customer Service, Investment Banking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2012 — 2016
Evercore January 2015 - Present
Maize and Blue Fund September 2013 - Present
Michigan Investment Banking Club September 2013 - Present
John W. Loofbourrow & Associates January 2014 - May 2015
Bloomfield Capital May 2014 - August 2014
Ferber Warehousing June 2013 - August 2013
Greenfield Commercial Credit June 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Public Speaking, C++, English, Financial Modeling, Finance, rese, Leadership, Data Analysis, Customer Service, Investment Banking, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan 2012 — 2016
Alex Bilger Alex Bilger's Evercore Experience August 2015 - Present
Job Associate at Evercore
Industry Higher Education
Experience
Evercore August 2015 - Present
Citi June 2014 - August 2014
Atlas Entertainment July 2011 - March 2013
Atlas Entertainment September 2009 - July 2011
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania 2005 — 2009
BA, English, Magna Cum Laude
Evercore August 2015 - Present
Citi June 2014 - August 2014
Atlas Entertainment July 2011 - March 2013
Atlas Entertainment September 2009 - July 2011
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania 2005 — 2009
BA, English, Magna Cum Laude
Dillon West Dillon West's Evercore Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Evercore Partners
Industry Financial Services
Experience
Evercore June 2015 - August 2015
EnCap Investments L.P. July 2014 - August 2014
Wells Fargo Energy Capital May 2014 - June 2014
Octavia Investments LLC August 2013 - May 2014
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Evercore June 2015 - August 2015
EnCap Investments L.P. July 2014 - August 2014
Wells Fargo Energy Capital May 2014 - June 2014
Octavia Investments LLC August 2013 - May 2014
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Abby Barker's Evercore Experience July 2014 - Present
Job Administrative Assistant at Evercore
Industry Investment Banking
Experience
Evercore July 2014 - Present
RJL Resources September 2013 - July 2014
Split Productions August 2013 - August 2013
Signature Theatre Company January 2011 - April 2013
Cedar Lake Contemporary Ballet March 2013 - March 2013
Signature Theatre Company January 2011 - January 2013
Urban Stages July 2012 - July 2012
Soho Rep November 2011 - December 2011
Columbia University October 2011 - October 2011
RipeTime September 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Customer Service, Communication, Work Well Independently, Works well in a team, Multi Tasking, Supervisory Skills, Enthusiasm to learn, Initiative, Highly Organized &..., 72 WPM, 9900 kph (10-key), Cash Handling Experience, Data Entry, Accounts Receivable
Education
Sam Houston State University 2007 — 2010
Bachelor of Fine Arts (B.F.A.), Technical Theatre/Theatre Design and Technology
Evercore July 2014 - Present
RJL Resources September 2013 - July 2014
Split Productions August 2013 - August 2013
Signature Theatre Company January 2011 - April 2013
Cedar Lake Contemporary Ballet March 2013 - March 2013
Signature Theatre Company January 2011 - January 2013
Urban Stages July 2012 - July 2012
Soho Rep November 2011 - December 2011
Columbia University October 2011 - October 2011
RipeTime September 2011 - September 2011
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Customer Service, Communication, Work Well Independently, Works well in a team, Multi Tasking, Supervisory Skills, Enthusiasm to learn, Initiative, Highly Organized &..., 72 WPM, 9900 kph (10-key), Cash Handling Experience, Data Entry, Accounts Receivable
Education
Sam Houston State University 2007 — 2010
Bachelor of Fine Arts (B.F.A.), Technical Theatre/Theatre Design and Technology
Gerardo Gómez Díaz Torre Gerardo Gómez Díaz Torre's Evercore Experience March 2011 - August 2014
Job MBA Candidate 2016 at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Geofeedia June 2015 - Present
Kellogg School of Management August 2014 - Present
Evercore March 2011 - August 2014
Marmoles Arca March 2010 - March 2011
Skills
Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Business Planning, Due Diligence, Negotiation, Marketing Strategy, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Tecnológico de Monterrey Santa Fe 2007 — 2011
Bachelor's degree, Business and Finance
Geofeedia June 2015 - Present
Kellogg School of Management August 2014 - Present
Evercore March 2011 - August 2014
Marmoles Arca March 2010 - March 2011
Skills
Financial Analysis, Business Strategy, Financial Modeling, Strategic Planning, Corporate Finance, Valuation, Business Planning, Due Diligence, Negotiation, Marketing Strategy, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA)
Tecnológico de Monterrey Santa Fe 2007 — 2011
Bachelor's degree, Business and Finance
Daniel Gerber Daniel Gerber's Evercore Experience June 2015 - Present
Job MBA Candidate, Yale School of Management
Industry Oil & Energy
Experience
Evercore June 2015 - Present
Shell Oil Company August 2011 - August 2014
The University of Alabama August 2008 - May 2011
TheMIGroup May 2007 - August 2008
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Alabama 2007 — 2011
Bachelor of Science (BS), Mechanical Engineering
Evercore June 2015 - Present
Shell Oil Company August 2011 - August 2014
The University of Alabama August 2008 - May 2011
TheMIGroup May 2007 - August 2008
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Alabama 2007 — 2011
Bachelor of Science (BS), Mechanical Engineering
Brett Schlesinger Brett Schlesinger's Evercore Experience June 2013 - June 2015
Job Research Analyst at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management July 2015 - Present
Evercore June 2013 - June 2015
Goldman Sachs June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Susquehanna International Group, LLP (SIG) July 2010 - August 2010
Susquehanna International Group, LLP (SIG) June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Options, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance
Katholieke Universiteit Leuven 2011 — 2011
Program in European Culture and Society (PECS) Semester Abroad
Radnor High School 2005 — 2009
BlueMountain Capital Management July 2015 - Present
Evercore June 2013 - June 2015
Goldman Sachs June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Susquehanna International Group, LLP (SIG) July 2010 - August 2010
Susquehanna International Group, LLP (SIG) June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Options, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BSE, Finance
Katholieke Universiteit Leuven 2011 — 2011
Program in European Culture and Society (PECS) Semester Abroad
Radnor High School 2005 — 2009
Robert Kang Robert Kang's Evercore Experience June 2015 - Present
Job Evercore ISI Sales and Trading
Industry Financial Services
Experience
Evercore June 2015 - Present
Mesa West Capital October 2014 - January 2015
Millennium Partners November 2013 - October 2014
UCLA Anderson School of Management September 2012 - June 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch September 2010 - June 2012
Trillium Trading LLC September 2008 - January 2010
Old Hill Partners 2005 - 2007
Skills
Series 7, Securities, Equities, Hedge Funds, Alternative Investments, Portfolio Management, Equity Trading, Investments, Financial Markets, Trading, Asset Managment, Capital Markets, ABS, Bonds, Bloomberg, Valuation, Financial Services, Financial Modeling, Asset Management, Mutual Funds, Due Diligence, Equity Research, ETFs, Equity Valuation, Emerging Markets, FINRA, Fixed Income, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
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Evercore June 2015 - Present
Mesa West Capital October 2014 - January 2015
Millennium Partners November 2013 - October 2014
UCLA Anderson School of Management September 2012 - June 2014
RBC Capital Markets June 2013 - September 2013
Merrill Lynch September 2010 - June 2012
Trillium Trading LLC September 2008 - January 2010
Old Hill Partners 2005 - 2007
Skills
Series 7, Securities, Equities, Hedge Funds, Alternative Investments, Portfolio Management, Equity Trading, Investments, Financial Markets, Trading, Asset Managment, Capital Markets, ABS, Bonds, Bloomberg, Valuation, Financial Services, Financial Modeling, Asset Management, Mutual Funds, Due Diligence, Equity Research, ETFs, Equity Valuation, Emerging Markets, FINRA, Fixed Income, Finance
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Real Estate
Rutgers University-New Brunswick 2004 — 2008
BA, Economics
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Boris Markhasin Boris Markhasin's Evercore Experience September 2014 - Present
Job Managing Director, Advisory at Evercore
Industry Oil & Energy
Experience
Evercore September 2014 - Present
Scotiabank October 2005 - September 2014
Marathon Oil Corporation June 1997 - September 2005
Noble Energy September 1992 - August 1996
Skills
Upstream Oil & Gas..., International M&A, Latin American markets, Risk Assessment, Asset Valuation, Offshore Operations, Technical Advisory, A&D, Project Management, Quality Control, 3D Seismic..., Oil & Gas Exploration, GOM Shelf & Deepwater, Subsalt, Unconventionals
Education
University of Calgary 1995 — 1997
Master of Science (M.Sc.), Geology and Geophysics
University of Calgary 1989 — 1994
Bachelor of Science (B.Sc.), Geology and Geophysics
Evercore September 2014 - Present
Scotiabank October 2005 - September 2014
Marathon Oil Corporation June 1997 - September 2005
Noble Energy September 1992 - August 1996
Skills
Upstream Oil & Gas..., International M&A, Latin American markets, Risk Assessment, Asset Valuation, Offshore Operations, Technical Advisory, A&D, Project Management, Quality Control, 3D Seismic..., Oil & Gas Exploration, GOM Shelf & Deepwater, Subsalt, Unconventionals
Education
University of Calgary 1995 — 1997
Master of Science (M.Sc.), Geology and Geophysics
University of Calgary 1989 — 1994
Bachelor of Science (B.Sc.), Geology and Geophysics
Karl Hu's Evercore Experience April 2011 - November 2012
Job Business Operations at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace April 2014 - Present
Rothenberg Ventures December 2012 - April 2014
Evercore April 2011 - November 2012
Goldman Sachs 2009 - April 2011
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
Prosper Marketplace April 2014 - Present
Rothenberg Ventures December 2012 - April 2014
Evercore April 2011 - November 2012
Goldman Sachs 2009 - April 2011
Education
University of Pennsylvania - The Wharton School
B.S. Economics, Finance
Benson Kutrieb Benson Kutrieb's Evercore Experience August 2014 - Present
Job Managing Director at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
Goldman Sachs August 2001 - August 2013
Education
Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA)
Stanford University 1991 — 1995
BA, Economics
Evercore August 2014 - Present
Goldman Sachs August 2001 - August 2013
Education
Kellogg School of Management 1999 — 2001
Master of Business Administration (MBA)
Stanford University 1991 — 1995
BA, Economics
Rachel Newman Rachel Newman's Evercore Experience August 2015 - Present
Job Investment Banking Associate at Evercore
Industry Financial Services
Experience
Evercore August 2015 - Present
UCLA VC Fund January 2015 - June 2015
UCLA Anderson School of Management August 2013 - June 2015
RBC Capital Markets June 2014 - August 2014
Wells Fargo September 2009 - August 2013
Catalyst Biosciences September 2008 - February 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2008
Master of Science (MS), Biology
University of California, San Diego 2005 — 2007
Bachelor of Science (BS), Biochemistry and Cell Biology, summa cum laude
University of California, Santa Cruz 2003 — 2005
Evercore August 2015 - Present
UCLA VC Fund January 2015 - June 2015
UCLA Anderson School of Management August 2013 - June 2015
RBC Capital Markets June 2014 - August 2014
Wells Fargo September 2009 - August 2013
Catalyst Biosciences September 2008 - February 2009
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, San Diego 2007 — 2008
Master of Science (MS), Biology
University of California, San Diego 2005 — 2007
Bachelor of Science (BS), Biochemistry and Cell Biology, summa cum laude
University of California, Santa Cruz 2003 — 2005
Chip Moloney Chip Moloney's Evercore Experience June 2015 - Present
Job Investment Banking Summer Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Trive Capital February 2014 - June 2015
Southern Methodist University August 2013 - April 2014
Strait Capital Company Ltd October 2013 - February 2014
Skills
Mathematics, Financial Analysis, Microsoft Excel, Financial Modeling, Public Speaking, Mathematical Modeling, Finance, Social Media, Private Equity, Analysis, Bloomberg, PowerPoint, Investments, Teamwork, Leadership, Microsoft Word, Microsoft Office, Research
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.86/4.00
SLUH
Evercore June 2015 - Present
Trive Capital February 2014 - June 2015
Southern Methodist University August 2013 - April 2014
Strait Capital Company Ltd October 2013 - February 2014
Skills
Mathematics, Financial Analysis, Microsoft Excel, Financial Modeling, Public Speaking, Mathematical Modeling, Finance, Social Media, Private Equity, Analysis, Bloomberg, PowerPoint, Investments, Teamwork, Leadership, Microsoft Word, Microsoft Office, Research
Education
Southern Methodist University - Cox School of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, 3.86/4.00
SLUH
Ricky Chang's Evercore Experience May 2015 - Present
Job Analyst at Evercore
Industry Investment Banking
Experience
Evercore May 2015 - Present
Capgemini August 2012 - May 2015
Lenox Hill Capital Advisors, Inc. June 2011 - August 2011
J. Christopher Capital February 2011 - June 2011
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.)
University of London 2010 — 2010
Northview High School 2004 — 2008
Diploma
Evercore May 2015 - Present
Capgemini August 2012 - May 2015
Lenox Hill Capital Advisors, Inc. June 2011 - August 2011
J. Christopher Capital February 2011 - June 2011
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
Bachelor of Science (B.S.)
University of London 2010 — 2010
Northview High School 2004 — 2008
Diploma
Devin Mullennix Devin Mullennix's Evercore Experience July 2015 - Present
Job Technical Analyst at Evercore
Industry Information Technology and Services
Experience
Evercore July 2015 - Present
Clients First Business Solutions January 2014 - November 2014
Panther Energy Company, LLC June 2013 - September 2013
Fidelity Investments May 2012 - August 2012
Panther Energy Company, LLC June 2011 - August 2011
Skills
C++ Language, Object Oriented Design, Managing Database, Microsoft Word, Microsoft Excel, PowerPoint, Spiceworks, Java, XML, Matlab, Windows, iOS, Linux, Active Directory, IT Management, Computer Science, Computer Hardware, Microprocessors, Ultimate Frisbee, Downhill Skiing, Technical Support, Troubleshooting, OS X, Windows 7
Education
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Computer Science
Evercore July 2015 - Present
Clients First Business Solutions January 2014 - November 2014
Panther Energy Company, LLC June 2013 - September 2013
Fidelity Investments May 2012 - August 2012
Panther Energy Company, LLC June 2011 - August 2011
Skills
C++ Language, Object Oriented Design, Managing Database, Microsoft Word, Microsoft Excel, PowerPoint, Spiceworks, Java, XML, Matlab, Windows, iOS, Linux, Active Directory, IT Management, Computer Science, Computer Hardware, Microprocessors, Ultimate Frisbee, Downhill Skiing, Technical Support, Troubleshooting, OS X, Windows 7
Education
Southern Methodist University 2009 — 2013
Bachelor of Science (BS), Computer Science
Justine Gray's Evercore Experience June 2015 - Present
Job Sales Assistant at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Loyola University Maryland January 2013 - Present
TD May 2013 - August 2014
Skills
Building Relationships, Social Media, Fundraising, Event Planning, Facebook, Social Networking, Salesforce.com, Research, Public Speaking, Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Data Analysis, Time Management, Teamwork, Leadership, Finance
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance, Minor: Information Systems
St. John's University/Loyola University 2014 — 2014
Kinnelon High School 2008 — 2011
High School Diploma
Evercore June 2015 - Present
Loyola University Maryland January 2013 - Present
TD May 2013 - August 2014
Skills
Building Relationships, Social Media, Fundraising, Event Planning, Facebook, Social Networking, Salesforce.com, Research, Public Speaking, Microsoft Office, Microsoft Excel, Management, PowerPoint, Microsoft Word, Data Analysis, Time Management, Teamwork, Leadership, Finance
Education
Loyola University Maryland 2011 — 2015
Bachelor of Business Administration (BBA), Major: Finance, Minor: Information Systems
St. John's University/Loyola University 2014 — 2014
Kinnelon High School 2008 — 2011
High School Diploma
Shanu G. Mathew Shanu G. Mathew's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Illinois Business Consulting January 2012 - May 2015
Credit Suisse June 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Transco Products Inc. May 2012 - December 2012
Skills
Financial Analysis, Market Research, Finance, Public Speaking, Management Consulting, Leadership, Consulting, Data Analysis, Project Management, Financial Modeling, Research, Analysis, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Mergers, Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Finance & Accountancy, Senior
Evercore June 2015 - Present
Illinois Business Consulting January 2012 - May 2015
Credit Suisse June 2014 - August 2014
BMO Harris Bank June 2013 - August 2013
Transco Products Inc. May 2012 - December 2012
Skills
Financial Analysis, Market Research, Finance, Public Speaking, Management Consulting, Leadership, Consulting, Data Analysis, Project Management, Financial Modeling, Research, Analysis, Valuation, Corporate Finance, Investment Banking, Microsoft Excel, Mergers, Management, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor's Degree, Finance & Accountancy, Senior
Zachary Brooks's Evercore Experience June 2015 - Present
Job Undergraduate Student at MIT
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Applied Predictive Technologies January 2014 - January 2014
Kyriba Corporation June 2013 - August 2013
OnDeck January 2013 - February 2013
MIT Brain and Cognitive Sciences August 2012 - December 2012
Skills
Python, R, Microsoft Excel, French, Microsoft Office, French Cinema, Conversation, Statistics, Matlab, LaTeX
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BS), Management Science
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BS), Mathematics
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Applied Predictive Technologies January 2014 - January 2014
Kyriba Corporation June 2013 - August 2013
OnDeck January 2013 - February 2013
MIT Brain and Cognitive Sciences August 2012 - December 2012
Skills
Python, R, Microsoft Excel, French, Microsoft Office, French Cinema, Conversation, Statistics, Matlab, LaTeX
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BS), Management Science
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science (BS), Mathematics
Scott Levitt Scott Levitt's Evercore Experience November 2014 - Present
Job Associate, Equity Research at Evercore
Industry Financial Services
Experience
Evercore November 2014 - Present
Roberts Mitani Advisors, LLC (RM Global) June 2012 - October 2014
InnerVentures, LLC September 2011 - June 2012
United Catalyst January 2012 - May 2012
University of Pennsylvania School of Engineering and Applied Sciences June 2011 - May 2012
University of Pennsylvania School of Medicine February 2011 - May 2012
University of Pennsylvania School of Engineering and Applied Sciences September 2011 - January 2012
University of Pennsylvania School of Engineering and Applied Sciences May 2011 - September 2011
Syntheon LLC June 2010 - August 2010
Innovia, LLC September 2006 - May 2008
Skills
Entrepreneurship, Mergers & Acquisitions, Venture Capital, Medical Devices, Valuation, Financial Modeling, Biotechnology, Medical Technology, Healthcare, Life Sciences, Hedge Funds, Equity Research, Investments, Data Analysis, Strategic Planning, Start-ups, Market Research, Marketing Strategy, Product Development, Competitive Analysis, Business Strategy, Clinical Trials, Business Development, New Business Development, M&A analysis, Investment Banking, Strategic Alliances, Private Placements, Excel, PowerPoint, Word, Research, Regulatory Affairs, Business Planning, Analysis, Due Diligence, Corporate Development, Commercialization, Strategy, Private Equity, Corporate Finance, Strategic Consulting, Licensing, Financial Analysis
Education
University of Pennsylvania
Bachelor of Science in Engineering, Bioengineering and Engineering Entrepreneurship
Evercore November 2014 - Present
Roberts Mitani Advisors, LLC (RM Global) June 2012 - October 2014
InnerVentures, LLC September 2011 - June 2012
United Catalyst January 2012 - May 2012
University of Pennsylvania School of Engineering and Applied Sciences June 2011 - May 2012
University of Pennsylvania School of Medicine February 2011 - May 2012
University of Pennsylvania School of Engineering and Applied Sciences September 2011 - January 2012
University of Pennsylvania School of Engineering and Applied Sciences May 2011 - September 2011
Syntheon LLC June 2010 - August 2010
Innovia, LLC September 2006 - May 2008
Skills
Entrepreneurship, Mergers & Acquisitions, Venture Capital, Medical Devices, Valuation, Financial Modeling, Biotechnology, Medical Technology, Healthcare, Life Sciences, Hedge Funds, Equity Research, Investments, Data Analysis, Strategic Planning, Start-ups, Market Research, Marketing Strategy, Product Development, Competitive Analysis, Business Strategy, Clinical Trials, Business Development, New Business Development, M&A analysis, Investment Banking, Strategic Alliances, Private Placements, Excel, PowerPoint, Word, Research, Regulatory Affairs, Business Planning, Analysis, Due Diligence, Corporate Development, Commercialization, Strategy, Private Equity, Corporate Finance, Strategic Consulting, Licensing, Financial Analysis
Education
University of Pennsylvania
Bachelor of Science in Engineering, Bioengineering and Engineering Entrepreneurship
Ariana Scotti Ariana Scotti's Evercore Experience April 2015 - Present
Job Analyst, Private Capital Advisory at Evercore
Industry Investment Banking
Experience
Evercore April 2015 - Present
Ewing Bemiss & Co. July 2013 - April 2015
Panhellenic Executive Council, University of Richmond January 2012 - May 2013
Delta Delta Delta Sorority, University of Richmond January 2012 - May 2013
Weinstein Recreation and Wellness Center, University of Richmond January 2010 - May 2013
Marco Q. Rossi & Associati May 2012 - August 2012
The Breakers Hotel April 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Budgets, Accounting, Event Management, Series 79, Series 63, Financial Modeling, Financial Accounting, Data Entry, Access, Data Analysis, Management, Analysis, Valuation
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business and Finance, 3.7
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Evercore April 2015 - Present
Ewing Bemiss & Co. July 2013 - April 2015
Panhellenic Executive Council, University of Richmond January 2012 - May 2013
Delta Delta Delta Sorority, University of Richmond January 2012 - May 2013
Weinstein Recreation and Wellness Center, University of Richmond January 2010 - May 2013
Marco Q. Rossi & Associati May 2012 - August 2012
The Breakers Hotel April 2011 - January 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Budgets, Accounting, Event Management, Series 79, Series 63, Financial Modeling, Financial Accounting, Data Entry, Access, Data Analysis, Management, Analysis, Valuation
Education
University of Richmond 2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business and Finance, 3.7
Università Commerciale 'Luigi Bocconi' 2011 — 2011
Evan Gow's Evercore Experience June 2013 - December 2014
Job Associate at Tritium Partners
Industry Investment Banking
Experience
Tritium Partners January 2015 - Present
Evercore June 2013 - December 2014
3 Day Startup November 2012 - November 2012
Evercore June 2012 - August 2012
EdgeHill Capital Partners September 2011 - December 2011
Fulcrum Capital January 2011 - July 2011
Skills
Investment Banking, Investments, Capital IQ, Finance, Valuation, Financial Modeling, Taekwondo, Start-ups, FactSet, Bloomberg, Financial Analysis
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (BA), Economics, 4.0
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.98
Coppell High School 2005 — 2009
Tritium Partners January 2015 - Present
Evercore June 2013 - December 2014
3 Day Startup November 2012 - November 2012
Evercore June 2012 - August 2012
EdgeHill Capital Partners September 2011 - December 2011
Fulcrum Capital January 2011 - July 2011
Skills
Investment Banking, Investments, Capital IQ, Finance, Valuation, Financial Modeling, Taekwondo, Start-ups, FactSet, Bloomberg, Financial Analysis
Education
The University of Texas at Austin 2010 — 2013
Bachelor of Arts (BA), Economics, 4.0
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.98
Coppell High School 2005 — 2009
Jack Duane's Evercore Experience June 2013 - Present
Job Analyst at Evercore
Industry Banking
Experience
Evercore June 2013 - Present
Education
Stanford University 2009 — 2013
Evercore June 2013 - Present
Education
Stanford University 2009 — 2013
Nicole Rosinsky Nicole Rosinsky's Evercore Experience May 2015 - Present
Job Compensation Analyst at Evercore
Industry Human Resources
Experience
Evercore May 2015 - Present
Nasdaq July 2013 - April 2015
Viacom June 2012 - August 2012
Skills
Human Resources, PeopleSoft, Talent Management, Training, Leadership Development, Succession Planning, Program Management, Microsoft Excel, PowerPoint, Microsoft Office, Databases, Time Management, HRIS, Interpersonal Skills, Management, Microsoft Word, Leadership, Public Speaking, Social Media, Compensation, Equity Administration, Deferred Compensation, Benchmarking, Market Pricing
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelor of Science (BS), Human Resources Management and Services
OSU Excavations at Isthmia, Greece
History and Greek Studies Study Abroad
Great Neck South High School 2006 — 2009
Evercore May 2015 - Present
Nasdaq July 2013 - April 2015
Viacom June 2012 - August 2012
Skills
Human Resources, PeopleSoft, Talent Management, Training, Leadership Development, Succession Planning, Program Management, Microsoft Excel, PowerPoint, Microsoft Office, Databases, Time Management, HRIS, Interpersonal Skills, Management, Microsoft Word, Leadership, Public Speaking, Social Media, Compensation, Equity Administration, Deferred Compensation, Benchmarking, Market Pricing
Education
The Ohio State University Fisher College of Business 2009 — 2013
Bachelor of Science (BS), Human Resources Management and Services
OSU Excavations at Isthmia, Greece
History and Greek Studies Study Abroad
Great Neck South High School 2006 — 2009
James Clark's Evercore Experience May 2012 - April 2015
Job Research at RS Investments
Industry Investment Management
Experience
RS Investments April 2015 - Present
Evercore May 2012 - April 2015
GAMCO Investors, Inc. May 2011 - May 2012
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Series 7, Bloomberg, Series 63, Market Research, Healthcare
Education
University of Pennsylvania 2007 — 2011
Brunswick School 2004 — 2007
RS Investments April 2015 - Present
Evercore May 2012 - April 2015
GAMCO Investors, Inc. May 2011 - May 2012
Skills
Equity Research, Valuation, Financial Modeling, Financial Analysis, Series 7, Bloomberg, Series 63, Market Research, Healthcare
Education
University of Pennsylvania 2007 — 2011
Brunswick School 2004 — 2007
Preston Lee Preston Lee's Evercore Experience July 2013 - August 2013
Job Student at University of Michigan
Industry Investment Banking
Experience
Pro Logo Shop May 2015 - Present
Cross County Savings Bank June 2015 - August 2015
Evercore July 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Research, Microsoft Word, PowerPoint, Data Analysis, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Bachelor of Business Administration
University of Michigan College of Literature, Science, and the Arts 2014 — 2015
Horace Mann School 2010 — 2014
Pro Logo Shop May 2015 - Present
Cross County Savings Bank June 2015 - August 2015
Evercore July 2013 - August 2013
Skills
Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Research, Microsoft Word, PowerPoint, Data Analysis, Customer Service
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2018
Bachelor of Business Administration
University of Michigan College of Literature, Science, and the Arts 2014 — 2015
Horace Mann School 2010 — 2014
Carlton Wilson Carlton Wilson's Evercore Experience September 2010 - December 2010
Job ASG Data Analyst at Gate Gourmet
Industry Information Technology and Services
Experience
Gate Gourmet October 2011 - Present
Verizon Business June 2011 - September 2011
Evercore September 2010 - December 2010
Skills
ITIL, Analytics, Problem Solving, Teamwork, Access, Database Administration, English, Attention To Detail, Computer Repair, Microsoft Office, Mailroom, Food Industry, Food Safety, Customer Service, Retail, Customer Satisfaction, Product Marketing, Clerical Duties, Network Administration, SharePoint, Troubleshooting, Operating Systems, Networking, Clerical Work, Management, Data Analysis, Training, Leadership, Microsoft Excel, Databases, Team Leadership, Information Technology, Process Improvement, Strategy, Analysis, Microsoft Word, Sourcing, Technical Support, Integration, Program Management, Interviews
Education
Monroe College 2009 — 2012
Bachelor's Degree, Information Technology
Gate Gourmet October 2011 - Present
Verizon Business June 2011 - September 2011
Evercore September 2010 - December 2010
Skills
ITIL, Analytics, Problem Solving, Teamwork, Access, Database Administration, English, Attention To Detail, Computer Repair, Microsoft Office, Mailroom, Food Industry, Food Safety, Customer Service, Retail, Customer Satisfaction, Product Marketing, Clerical Duties, Network Administration, SharePoint, Troubleshooting, Operating Systems, Networking, Clerical Work, Management, Data Analysis, Training, Leadership, Microsoft Excel, Databases, Team Leadership, Information Technology, Process Improvement, Strategy, Analysis, Microsoft Word, Sourcing, Technical Support, Integration, Program Management, Interviews
Education
Monroe College 2009 — 2012
Bachelor's Degree, Information Technology
Michael Zincone Michael Zincone'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
Cheniere Energy, Inc. May 2013 - August 2013
Apartment Realty Advisors September 2012 - December 2012
Sologen Systems LLC May 2012 - August 2012
Skills
Quantitative Analytics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, DCF, DCF Valuation, Financial Statement..., Corporate Finance, Finance, Investment Banking, Research, Financial Analysis, Mergers
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Specialization in Alternative Assets
Southern Methodist University 2011 — 2015
Bachelor of Arts (BA), Computer Science
Saint Mary's Hall 2007 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Cheniere Energy, Inc. May 2013 - August 2013
Apartment Realty Advisors September 2012 - December 2012
Sologen Systems LLC May 2012 - August 2012
Skills
Quantitative Analytics, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, DCF, DCF Valuation, Financial Statement..., Corporate Finance, Finance, Investment Banking, Research, Financial Analysis, Mergers
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Specialization in Alternative Assets
Southern Methodist University 2011 — 2015
Bachelor of Arts (BA), Computer Science
Saint Mary's Hall 2007 — 2011
Brenden Lee Brenden Lee's Evercore Experience March 2014 - Present
Job Investment Banking Analyst, Mergers & Acquisitions at Evercore Partners
Industry Investment Banking
Experience
Evercore March 2014 - Present
BMO Capital Markets July 2013 - March 2014
Ethiopia Commodity Exchange June 2013 - June 2013
Procter & Gamble May 2012 - August 2012
Education
The University of British Columbia 2009 — 2013
Commerce, Finance, Honours
Evercore March 2014 - Present
BMO Capital Markets July 2013 - March 2014
Ethiopia Commodity Exchange June 2013 - June 2013
Procter & Gamble May 2012 - August 2012
Education
The University of British Columbia 2009 — 2013
Commerce, Finance, Honours
Matthew Kannan's Evercore Experience June 2014 - September 2015
Job Analyst at Maverick Capital
Industry Financial Services
Experience
Maverick Capital September 2015 - Present
Evercore June 2014 - September 2015
Lemma Senbet Investment Fund May 2013 - May 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
International Monetary Fund June 2011 - August 2011
National Defense University, Center for Technology and National Security Policy June 2010 - December 2010
National Cancer Institute June 2009 - August 2009
Skills
Economics, Leadership, Financial Modeling, Investments, Financial Analysis, Government, Hedge Funds, Research, Microsoft Excel, Data Analysis, Bloomberg, Valuation, Analysis, Microsoft Office, PowerPoint, Equities
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, Accounting
Montgomery Blair High School 2006 — 2010
Maverick Capital September 2015 - Present
Evercore June 2014 - September 2015
Lemma Senbet Investment Fund May 2013 - May 2014
Goldman Sachs June 2013 - August 2013
Goldman Sachs May 2012 - August 2012
International Monetary Fund June 2011 - August 2011
National Defense University, Center for Technology and National Security Policy June 2010 - December 2010
National Cancer Institute June 2009 - August 2009
Skills
Economics, Leadership, Financial Modeling, Investments, Financial Analysis, Government, Hedge Funds, Research, Microsoft Excel, Data Analysis, Bloomberg, Valuation, Analysis, Microsoft Office, PowerPoint, Equities
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science, Finance, Accounting
Montgomery Blair High School 2006 — 2010
Donald Monson Donald Monson's Evercore Experience September 2014 - Present
Job Senior Managing Director, Internet and Digital Media Investment Banking at Evercore Partners
Industry Financial Services
Experience
Evercore September 2014 - Present
J.P. Morgan January 2013 - September 2014
J.P. Morgan June 2002 - January 2013
Siemens September 1999 - August 2001
Paragon Acoustics May 1992 - May 1996
Skills
Investment Banking, Venture Capital, Digital Media, Telecommunications, Management, Private Equity, Strategy, Business Strategy
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.S.)
University of Pennsylvania 1997 — 1999
Bachelor of Arts (B.A.), Biophysics
Evercore September 2014 - Present
J.P. Morgan January 2013 - September 2014
J.P. Morgan June 2002 - January 2013
Siemens September 1999 - August 2001
Paragon Acoustics May 1992 - May 1996
Skills
Investment Banking, Venture Capital, Digital Media, Telecommunications, Management, Private Equity, Strategy, Business Strategy
Education
Massachusetts Institute of Technology 2001 — 2003
Master of Science (M.S.)
University of Pennsylvania 1997 — 1999
Bachelor of Arts (B.A.), Biophysics
Ed Baxter Ed Baxter's Evercore Experience July 2015 - Present
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Evercore July 2015 - Present
Bank of America Merrill Lynch June 2011 - July 2015
Leerink Swann November 2009 - May 2011
Merrill Lynch June 1999 - December 2009
Schroder's August 1998 - June 1999
FDIC June 1991 - March 1996
Skills
Valuation, Mergers, Equities, Business Strategy, Negotiation, Spin-offs, Investment Banking, Private Equity, Financial Modeling, Corporate Development, Corporate Finance, Managerial Finance, Mergers & Acquisitions, Financial Markets, Divestitures, Private Placements, Finance, Investments, Strategy, Due Diligence, Financial Analysis, Accounting, Capital Markets, Restructuring, IPO, Hedge Funds, M&A experience
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance, Strategic Management
San Diego State University-California State University 1989 — 1991
BS Business Administration, Finance, Accounting
Helix High School 1984 — 1987
Neo (Haoning) Wang, CFA Neo (Haoning) Wang, CFA's Evercore Experience November 2014 - Present
Job China Macro Specialist
Industry Financial Services
Experience
Evercore November 2014 - Present
ISI Group October 2012 - October 2014
ISI Group November 2009 - October 2012
Guotai Junan Securities Co., Ltd December 2006 - June 2008
China Merchants Bank July 2006 - November 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Master of Science in Applied Finance, Finance
University of International Business and Economics 2002 — 2006
Bachelor in Economics, Finance
Northeast Yucai School 1996 — 2002
Evercore November 2014 - Present
ISI Group October 2012 - October 2014
ISI Group November 2009 - October 2012
Guotai Junan Securities Co., Ltd December 2006 - June 2008
China Merchants Bank July 2006 - November 2006
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
Master of Science in Applied Finance, Finance
University of International Business and Economics 2002 — 2006
Bachelor in Economics, Finance
Northeast Yucai School 1996 — 2002
Juan Carlos Andrade Nogueira Juan Carlos Andrade Nogueira's Evercore Experience June 2012 - August 2015
Job Gerente de Contraloria Normativa en GBM Grupo Bursatil Mexicano
Industry
Experience
GBM Grupo Bursatil Mexicano September 2015 - Present
Evercore June 2012 - August 2015
Corporativo Bimbo June 2010 - June 2012
Skills
Negociación
Education
Universidad Panamericana 2015 — 2016
Master's degree, Derecho financiero y tributario
Universidad La Salle, A.C. 2007 — 2012
Licentiate degree
GBM Grupo Bursatil Mexicano September 2015 - Present
Evercore June 2012 - August 2015
Corporativo Bimbo June 2010 - June 2012
Skills
Negociación
Education
Universidad Panamericana 2015 — 2016
Master's degree, Derecho financiero y tributario
Universidad La Salle, A.C. 2007 — 2012
Licentiate degree
Megan Waldvogel Megan Waldvogel's Evercore Experience June 2014 - September 2015
Job Firmwide Strategy Senior Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Goldman Sachs September 2015 - Present
Evercore June 2014 - September 2015
RBC Capital Markets June 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Skills
Bloomberg, Financial Modeling, Microsoft Office, Valuation, Investment Banking, Financial Analysis, Finance, Research, Mergers & Acquisitions
Education
University of Michigan 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Derek Shillman Derek Shillman's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Evercore May 2013 - August 2013
Pogoda Companies May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Microsoft Excel, Golf, CrossFit, Guitar, Piano, Clarinet, M&A experience, Financial Markets, Databases, Research, Website Development, Presentations, Spanish, Statistical Tools, Ski, Communication Skills, Financial Modeling, Debt Restructuring, Valuation, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Communication, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration 2014, Finance & Accounting, High Distinction
University of Michigan 2010 — 2011
LSA, Life Sciences
Cranbrook Kingswood Upper School 2006 — 2010
High School
Evercore June 2014 - Present
Evercore May 2013 - August 2013
Pogoda Companies May 2012 - August 2012
Raymond James Financial Inc. May 2011 - July 2011
Skills
Microsoft Excel, Golf, CrossFit, Guitar, Piano, Clarinet, M&A experience, Financial Markets, Databases, Research, Website Development, Presentations, Spanish, Statistical Tools, Ski, Communication Skills, Financial Modeling, Debt Restructuring, Valuation, Mergers & Acquisitions, Financial Analysis, PowerPoint, Due Diligence, Communication, Microsoft Office
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration 2014, Finance & Accounting, High Distinction
University of Michigan 2010 — 2011
LSA, Life Sciences
Cranbrook Kingswood Upper School 2006 — 2010
High School
Harrison Lieberfarb Harrison Lieberfarb's Evercore Experience June 2013 - January 2015
Job Business Development at Yelp
Industry Financial Services
Experience
Yelp January 2015 - Present
Evercore June 2013 - January 2015
BlackRock May 2012 - August 2012
The Palm Beach Show Group June 2011 - August 2011
Apple June 2010 - August 2010
The Breakthrough Collaborative May 2007 - August 2010
Education
University of Pennsylvania 2009 — 2013
BA, Science, Technology, and Society (STSC)
Pine Crest School 2005 — 2009
High School
Yelp January 2015 - Present
Evercore June 2013 - January 2015
BlackRock May 2012 - August 2012
The Palm Beach Show Group June 2011 - August 2011
Apple June 2010 - August 2010
The Breakthrough Collaborative May 2007 - August 2010
Education
University of Pennsylvania 2009 — 2013
BA, Science, Technology, and Society (STSC)
Pine Crest School 2005 — 2009
High School
Cameron Mena Cameron Mena's Evercore Experience June 2015 - Present
Job M&A Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
American International Group June 2012 - August 2012
Skills
Marketing Strategy, Financial Modeling, Microsoft Excel, Valuation, Strategic Financial..., PowerPoint, Financial Planning, Value Investing, Investment Banking, Financial Analysis, Equities, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Business Honors/Finance
British International School of Mexico
International Baccalaureate (IB) Diploma
International School of Chile
International Baccalaureate (IB) Diploma
Evercore June 2015 - Present
J.P. Morgan June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
American International Group June 2012 - August 2012
Skills
Marketing Strategy, Financial Modeling, Microsoft Excel, Valuation, Strategic Financial..., PowerPoint, Financial Planning, Value Investing, Investment Banking, Financial Analysis, Equities, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Business Honors/Finance
British International School of Mexico
International Baccalaureate (IB) Diploma
International School of Chile
International Baccalaureate (IB) Diploma
Bryan Choe Bryan Choe's Evercore Experience June 2013 - June 2015
Job Associate at Moelis Capital Partners
Industry Venture Capital & Private Equity
Experience
Moelis Capital Partners July 2015 - Present
Evercore June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Mirae Asset Global Investments Co., Ltd July 2011 - August 2011
Republic of Korea Army / 8th U.S. Army July 2008 - June 2010
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Research
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2013
BBA, Accounting and Finance
Moelis Capital Partners July 2015 - Present
Evercore June 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Mirae Asset Global Investments Co., Ltd July 2011 - August 2011
Republic of Korea Army / 8th U.S. Army July 2008 - June 2010
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Analysis, Research
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2013
BBA, Accounting and Finance
Blake Balda's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Credit Suisse June 2014 - August 2014
HFF, L.P. May 2013 - August 2013
Skills
Argus Modeling, Financial Modeling, Real Estate Financing, Real Estate, Financial Analysis, Valuation, Commercial Real Estate, DCF, Brokerage, Real Estate Transactions, Capital Markets, Leases, Microsoft Word, Portfolio Management, Capital IQ, Leadership, Bloomberg Terminal
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Commerce (Finance and Real Estate)
The Hong Kong University of Science and Technology 2014 — 2014
Exchange Student, Global Finance
Jesuit College Preparatory School of Dallas 2007 — 2011
Evercore June 2015 - Present
Credit Suisse June 2014 - August 2014
HFF, L.P. May 2013 - August 2013
Skills
Argus Modeling, Financial Modeling, Real Estate Financing, Real Estate, Financial Analysis, Valuation, Commercial Real Estate, DCF, Brokerage, Real Estate Transactions, Capital Markets, Leases, Microsoft Word, Portfolio Management, Capital IQ, Leadership, Bloomberg Terminal
Education
University of Virginia 2011 — 2015
Bachelor's Degree, Commerce (Finance and Real Estate)
The Hong Kong University of Science and Technology 2014 — 2014
Exchange Student, Global Finance
Jesuit College Preparatory School of Dallas 2007 — 2011
Alec Ren's Evercore Experience May 2015 - Present
Job Investment Banking Summer Analyst at Evercore
Industry Banking
Experience
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Evercore May 2015 - Present
Capstone Partners LLC May 2014 - July 2014
UBS Wealth Management September 2013 - May 2014
Wharton Public Policy July 2013 - September 2013
GlaxoSmithKline May 2013 - July 2013
Education
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Wharton School, University of Pennsylvania 2012 — 2016
Bachelor of Science (B.S.), Finance
Great Valley High School 2008 — 2012
Harvey Li Harvey Li's Evercore Experience March 2015 - Present
Job Restructuring Analyst at Evercore
Industry Investment Management
Experience
Evercore March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. (GMO LLC) June 2014 - August 2014
P. Schoenfeld Asset Management (PSAM) June 2013 - August 2013
J.P. Morgan July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.), Economics
International Academy High School 2008 — 2011
Evercore March 2015 - Present
Grantham, Mayo, Van Otterloo & Co. (GMO LLC) June 2014 - August 2014
P. Schoenfeld Asset Management (PSAM) June 2013 - August 2013
J.P. Morgan July 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2014
Bachelor of Science (B.S.), Economics
International Academy High School 2008 — 2011
Cathy Nguyen's Evercore Experience January 2015 - Present
Job Administrative Assistant at Evercore
Industry Investment Banking
Experience
Evercore January 2015 - Present
Evercore July 2014 - January 2015
ISIS Services, LLC (PMI Preclinical as of 3/2015) September 2011 - June 2014
Granex LLC March 2009 - August 2011
Extended Stay Hotels November 2008 - March 2009
Skills
Social Media, Social Media Marketing, Facebook, Social Networking, Graphic Design, Microsoft Office, Medical Devices, PowerPoint, Data Entry, Online Research, Office Management, Web Design, Event Management, Outlook, PC, Art, Research, Mac, Concur Solutions, Outlook Express, Microsoft Excel
Education
San Jose State University 2002 — 2008
High School, Art
Andrew Hill 1998 — 2002
Diploma
Evercore January 2015 - Present
Evercore July 2014 - January 2015
ISIS Services, LLC (PMI Preclinical as of 3/2015) September 2011 - June 2014
Granex LLC March 2009 - August 2011
Extended Stay Hotels November 2008 - March 2009
Skills
Social Media, Social Media Marketing, Facebook, Social Networking, Graphic Design, Microsoft Office, Medical Devices, PowerPoint, Data Entry, Online Research, Office Management, Web Design, Event Management, Outlook, PC, Art, Research, Mac, Concur Solutions, Outlook Express, Microsoft Excel
Education
San Jose State University 2002 — 2008
High School, Art
Andrew Hill 1998 — 2002
Diploma
Yuhang (Jerry) Guo Yuhang (Jerry) Guo's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore Partners
Industry Financial Services
Experience
Evercore June 2014 - Present
Goldman Sachs June 2013 - August 2013
University of Pennsylvania September 2012 - December 2012
D. E. Shaw & Co. June 2012 - August 2012
International Development Summer Institute May 2012 - June 2012
China Construction Bank International Asset Management July 2011 - August 2011
Skills
R, Microsoft Excel, Research, Microsoft Office, Java, Mandarin, Data Analysis, Statistics
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Accounting
University of Melbourne 2010 — 2010
Bachelor of Commerce, Finance, Economics, Mathematics
Evercore June 2014 - Present
Goldman Sachs June 2013 - August 2013
University of Pennsylvania September 2012 - December 2012
D. E. Shaw & Co. June 2012 - August 2012
International Development Summer Institute May 2012 - June 2012
China Construction Bank International Asset Management July 2011 - August 2011
Skills
R, Microsoft Excel, Research, Microsoft Office, Java, Mandarin, Data Analysis, Statistics
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science in Engineering, Computer Science
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science in Economics, Finance, Accounting
University of Melbourne 2010 — 2010
Bachelor of Commerce, Finance, Economics, Mathematics
Jack Laszlo Jack Laszlo's Evercore Experience June 2015 - Present
Job Investment Banking Summer Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Arcadia Investment Partners June 2014 - August 2014
Indiana Card Promotions, Inc. July 2003 - August 2014
Microsoft September 2013 - March 2014
Wharton Leadership in the Business World July 2013 - August 2013
Visipath Labs June 2013 - July 2013
University of Pennsylvania September 2012 - December 2012
DECA March 2011 - June 2012
Skills
Research, Customer Service, Leadership, Teamwork, Spanish, JMP, Solver, Crystal Ball, Lean Startup, User Experience, PowerPoint, Microsoft Excel, Regression Analysis, Financial Modeling, Event Management, Team Building, Marketing Strategy, Stata, Finance, Economics, Microsoft Office, Social Media, Public Speaking, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor's Degree, B.S. in Economics, Minor in History of Art
KU Leuven 2014 — 2014
Munster High School 2008 — 2012
Highest Academic Honors
The Wharton School - Leadership in the Business World 2011 — 2011
Summer Program: Finance, Operations and Information Management, Entrepreneurship, Marketing
Evercore June 2015 - Present
Arcadia Investment Partners June 2014 - August 2014
Indiana Card Promotions, Inc. July 2003 - August 2014
Microsoft September 2013 - March 2014
Wharton Leadership in the Business World July 2013 - August 2013
Visipath Labs June 2013 - July 2013
University of Pennsylvania September 2012 - December 2012
DECA March 2011 - June 2012
Skills
Research, Customer Service, Leadership, Teamwork, Spanish, JMP, Solver, Crystal Ball, Lean Startup, User Experience, PowerPoint, Microsoft Excel, Regression Analysis, Financial Modeling, Event Management, Team Building, Marketing Strategy, Stata, Finance, Economics, Microsoft Office, Social Media, Public Speaking, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor's Degree, B.S. in Economics, Minor in History of Art
KU Leuven 2014 — 2014
Munster High School 2008 — 2012
Highest Academic Honors
The Wharton School - Leadership in the Business World 2011 — 2011
Summer Program: Finance, Operations and Information Management, Entrepreneurship, Marketing
Jason Ring, CMP's Evercore Experience December 2013 - Present
Job Corporate Services Manager at Evercore
Industry Hospitality
Experience
Evercore December 2013 - Present
Hilton Worldwide September 2009 - October 2013
DoubleTree by Hilton June 2011 - August 2011
The Ritz-Carlton Hotel Company July 2007 - September 2009
Rosen Shingle Creek May 2007 - July 2007
Skills
Delphi, Microsoft Office, Fidelio, MARSHA, PMS, NGS, OnQ, OnQ R&I, Restaurants, Event Planning, Property Management..., Hotel Management, Front Office, Hotels, Micros, Meeting Planning, Opera, Event Management, Resorts, Food & Beverage, Leadership, Hospitality Management, Convention Services, Hospitality Industry, Hospitality, Catering, Banquets, Cpr Certified, Management, Menu Development, Territory Management, Revenue Analysis, Property, Sales
Education
University of Central Florida 2002 — 2007
Hospitality Managment, Event Planning
Evercore December 2013 - Present
Hilton Worldwide September 2009 - October 2013
DoubleTree by Hilton June 2011 - August 2011
The Ritz-Carlton Hotel Company July 2007 - September 2009
Rosen Shingle Creek May 2007 - July 2007
Skills
Delphi, Microsoft Office, Fidelio, MARSHA, PMS, NGS, OnQ, OnQ R&I, Restaurants, Event Planning, Property Management..., Hotel Management, Front Office, Hotels, Micros, Meeting Planning, Opera, Event Management, Resorts, Food & Beverage, Leadership, Hospitality Management, Convention Services, Hospitality Industry, Hospitality, Catering, Banquets, Cpr Certified, Management, Menu Development, Territory Management, Revenue Analysis, Property, Sales
Education
University of Central Florida 2002 — 2007
Hospitality Managment, Event Planning
Elizabeth Stevenson Elizabeth Stevenson's Evercore Experience July 2015 - Present
Job Director Finance at Evercore
Industry Investment Banking
Experience
Evercore July 2015 - Present
Evercore Partners June 2010 - July 2015
Saffery Champness January 2006 - June 2010
Skills
Corporate Finance
Education
University of Bristol 2001 — 2005
BSc, Accounting and Economics
Evercore July 2015 - Present
Evercore Partners June 2010 - July 2015
Saffery Champness January 2006 - June 2010
Skills
Corporate Finance
Education
University of Bristol 2001 — 2005
BSc, Accounting and Economics
Joanna Walker Joanna Walker's Evercore Experience June 2015 - Present
Job Associate Recruiting Manager at Evercore
Industry Human Resources
Experience
Evercore June 2015 - Present
Skills
Recruiting, Leadership, Interviews, Program Management, Employee Benefits, Customer Retention, Talent Acquisition, Onboarding, Budgets, Human Resources, Staff Development, Sourcing, Project Management, Strategy, Social Media, Leadership Development, Management, Training, Change Management, Team Building
Education
University of Utah 2004 — 2007
MS
University of Denver 1997 — 2001
BA
MentorCoach
Evercore June 2015 - Present
Skills
Recruiting, Leadership, Interviews, Program Management, Employee Benefits, Customer Retention, Talent Acquisition, Onboarding, Budgets, Human Resources, Staff Development, Sourcing, Project Management, Strategy, Social Media, Leadership Development, Management, Training, Change Management, Team Building
Education
University of Utah 2004 — 2007
MS
University of Denver 1997 — 2001
BA
MentorCoach
Ariel Stern Ariel Stern's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Evercore June 2015 - Present
Stifel Financial Corp. June 2014 - August 2014
De La Rosa & Co. June 2013 - August 2013
Skills
Investment Banking, Mergers & Acquisitions, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Financial Modeling, Capital IQ, FactSet
Education
University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics, Summa Cum Laude
Milken Community Schools 2007 — 2011
High School
Parth Thakkar Parth Thakkar'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
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
UBS May 2012 - August 2012
Skills
Valuation, Trading, Fixed Income, Microsoft Excel, Investments, Financial Modeling, Investment Banking, Finance, PowerPoint, Data Analysis, Sales, Microsoft Office, Equities, Financial Analysis, Economics, Securities
Education
University of Michigan 2011 — 2015
Keegan Brown's Evercore Experience August 2015 - Present
Job Client Service Analyst, IT at Evercore
Industry Facilities Services
Experience
Evercore August 2015 - Present
Institute of International Education April 2015 - August 2015
Oak Hill Advisors, L.P. March 2015 - April 2015
Paw Prints NY October 2013 - November 2014
SAS May 2007 - August 2007
Skills
Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Social Networking, Time Management, Java, PowerPoint, Facebook, HTML, Research, Teamwork, Hospitality, Python, Data Entry
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Psychology
Evercore August 2015 - Present
Institute of International Education April 2015 - August 2015
Oak Hill Advisors, L.P. March 2015 - April 2015
Paw Prints NY October 2013 - November 2014
SAS May 2007 - August 2007
Skills
Microsoft Office, Social Media, Microsoft Word, Microsoft Excel, Public Speaking, Social Networking, Time Management, Java, PowerPoint, Facebook, HTML, Research, Teamwork, Hospitality, Python, Data Entry
Education
North Carolina State University 2009 — 2013
Bachelor of Science (BS), Psychology
Darlene M. Marchesani Darlene M. Marchesani's Evercore Experience May 2015 - Present
Job Managing Director/Chief Personal Trust Officer/Trust Counsel
Industry Financial Services
Experience
Evercore May 2015 - Present
Wilmington Trust Company September 2011 - May 2015
Wells Fargo Private Bank February 2005 - September 2011
Wilmington Trust Corporation December 2002 - November 2004
PNC Advisors October 1999 - December 2002
Reed Smith Shaw & McClay May 1996 - October 1999
Mesirov Gelman Jaffe Cramer & Jamieson May 1995 - May 1996
Richards Layton & Finger 1992 - 1996
Skills
Estate Planning, Wealth Management, Trusts, Risk Management, Investments, Portfolio Management, Asset Management, Securities, Financial Services, Asset Allocation, Management, Alternative Investments, Banking, Financial Planning
Education
Widener University School of Law 1990 — 1992
LL.M., Taxation
Widener University School of Law 1987 — 1990
J.D.
University of Delaware 1983 — 1987
B.A., Political Science
Evercore May 2015 - Present
Wilmington Trust Company September 2011 - May 2015
Wells Fargo Private Bank February 2005 - September 2011
Wilmington Trust Corporation December 2002 - November 2004
PNC Advisors October 1999 - December 2002
Reed Smith Shaw & McClay May 1996 - October 1999
Mesirov Gelman Jaffe Cramer & Jamieson May 1995 - May 1996
Richards Layton & Finger 1992 - 1996
Skills
Estate Planning, Wealth Management, Trusts, Risk Management, Investments, Portfolio Management, Asset Management, Securities, Financial Services, Asset Allocation, Management, Alternative Investments, Banking, Financial Planning
Education
Widener University School of Law 1990 — 1992
LL.M., Taxation
Widener University School of Law 1987 — 1990
J.D.
University of Delaware 1983 — 1987
B.A., Political Science
Christopher Ho's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Queen's School of Business January 2015 - April 2015
Evercore June 2014 - August 2014
HWATAI Commercial Bank July 2013 - September 2013
HOOPP (Healthcare of Ontario Pension Plan) May 2012 - August 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Social Media, Research, Leadership, Financial Modeling, Finance, Microsoft Office, Microsoft Word, Team Leadership, Economics, Strategy, Corporate Finance, Problem Solving
Education
Queen's University 2011 — 2015
Bachelor's degree, Commerce, Accounting and Finance
Université catholique de Louvain 2014 — 2014
Bachelor's Degree, Accounting and Finance
St. Andrew's College 2004 — 2011
90%+
Evercore June 2015 - Present
Queen's School of Business January 2015 - April 2015
Evercore June 2014 - August 2014
HWATAI Commercial Bank July 2013 - September 2013
HOOPP (Healthcare of Ontario Pension Plan) May 2012 - August 2012
Skills
Teamwork, Financial Analysis, Microsoft Excel, PowerPoint, Public Speaking, Time Management, Social Media, Research, Leadership, Financial Modeling, Finance, Microsoft Office, Microsoft Word, Team Leadership, Economics, Strategy, Corporate Finance, Problem Solving
Education
Queen's University 2011 — 2015
Bachelor's degree, Commerce, Accounting and Finance
Université catholique de Louvain 2014 — 2014
Bachelor's Degree, Accounting and Finance
St. Andrew's College 2004 — 2011
90%+
Stewart Warther, CFA's Evercore Experience November 2013 - April 2015
Job Equity Derivatives Strategist
Industry Investment Banking
Experience
BNP Paribas April 2015 - Present
Evercore November 2013 - April 2015
Credit Suisse January 2012 - November 2013
Credit Suisse June 2011 - August 2011
Branch Banking and Trust May 2010 - May 2011
Skills
Economic Capital, Bloomberg, Trading, Financial Modeling, Valuation, Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Structured Products, Equity Research, Equity Derivatives, VBA
Education
Wake Forest University 2008 — 2011
Bachelor of Arts (BA), Cum Laude, Computer Science, Mathematics, Economics
London School of Economics and Political Science, U. of London 2009 — 2009
Public Finance, European Monetary Integration
BNP Paribas April 2015 - Present
Evercore November 2013 - April 2015
Credit Suisse January 2012 - November 2013
Credit Suisse June 2011 - August 2011
Branch Banking and Trust May 2010 - May 2011
Skills
Economic Capital, Bloomberg, Trading, Financial Modeling, Valuation, Capital Markets, Derivatives, Fixed Income, Equities, Investment Banking, Structured Products, Equity Research, Equity Derivatives, VBA
Education
Wake Forest University 2008 — 2011
Bachelor of Arts (BA), Cum Laude, Computer Science, Mathematics, Economics
London School of Economics and Political Science, U. of London 2009 — 2009
Public Finance, European Monetary Integration
Rohan Shetty Rohan Shetty's Evercore Experience August 2013 - Present
Job Vice President at Evercore
Industry Investment Banking
Experience
Evercore August 2013 - Present
Bank of America Merrill Lynch July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Microsoft June 2004 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, LBO, Finance, Due Diligence, Capital Markets, Venture Capital, Equities, DCF
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Southern California
Master of Science (M.S.), Computer Science
Evercore August 2013 - Present
Bank of America Merrill Lynch July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Microsoft June 2004 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Mergers, Corporate Finance, Mergers & Acquisitions, Private Equity, LBO, Finance, Due Diligence, Capital Markets, Venture Capital, Equities, DCF
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Southern California
Master of Science (M.S.), Computer Science
James Gu's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Evercore June 2015 - Present
Wells Fargo Securities May 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Liberty Park Capital Management June 2013 - November 2013
Skills
Finance, Microsoft Excel, Financial Modeling, Financial Analysis, Investments, Valuation, Accounting, Mergers & Acquisitions, Programming, Fine Art
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2015
Bachelor’s Degree, Finance, Minors: Accounting, Elements of Computing
Kevin Ryu's Evercore Experience August 2014 - Present
Job Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
IMM Private Equity July 2013 - September 2013
PwC July 2008 - June 2012
Republic of Korea Army, Special Warfare Command December 2003 - November 2005
Skills
Financial Analysis, Financial Modeling, M&A due diligence, Language Skills, Valuation, Project Finance, DCF, Business Valuation, Corporate Finance, Due Diligence, LBO, Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2002 — 2008
BS with Highest Honors, Finance
St. Mary's International School, Tokyo, Japan 2000 — 2002
Atlanta International School, Atlanta, GA, USA 1999 — 2000
Riverwood High School, GA, USA 1998 — 1999
Evercore August 2014 - Present
IMM Private Equity July 2013 - September 2013
PwC July 2008 - June 2012
Republic of Korea Army, Special Warfare Command December 2003 - November 2005
Skills
Financial Analysis, Financial Modeling, M&A due diligence, Language Skills, Valuation, Project Finance, DCF, Business Valuation, Corporate Finance, Due Diligence, LBO, Finance, Capital Markets, Mergers & Acquisitions, Private Equity, Investment Banking, Investments
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2002 — 2008
BS with Highest Honors, Finance
St. Mary's International School, Tokyo, Japan 2000 — 2002
Atlanta International School, Atlanta, GA, USA 1999 — 2000
Riverwood High School, GA, USA 1998 — 1999
Jacob Adlis Jacob Adlis's Evercore Experience June 2013 - March 2014
Job Senior Associate Strategy & Planning at Commercial Metals Company
Industry Mining & Metals
Experience
Commercial Metals Company August 2015 - Present
Commercial Metals Company March 2014 - August 2015
Evercore June 2013 - March 2014
Evercore Partners June 2012 - August 2012
Northern Trust May 2011 - July 2011
Skills
Valuation, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Financial Modeling, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, BA, Business Honors, Finance, Economics, 3.99
Commercial Metals Company August 2015 - Present
Commercial Metals Company March 2014 - August 2015
Evercore June 2013 - March 2014
Evercore Partners June 2012 - August 2012
Northern Trust May 2011 - July 2011
Skills
Valuation, Corporate Finance, Mergers & Acquisitions, Strategy, Restructuring, Financial Modeling, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, BA, Business Honors, Finance, Economics, 3.99
Niraj Arjan Niraj Arjan's Evercore Experience December 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore December 2014 - Present
Lone Star Funds February 2014 - December 2014
Cogent Partners July 2012 - August 2013
PwC June 2011 - July 2011
Skills
Valuation, Financial Modeling, Bloomberg, Due Diligence, Capital IQ, Financial Analysis, Private Equity, Portfolio Management, Structured Products, Real Estate, Corporate Finance, Business Valuation, Capital Markets, Economics, Data Analysis, Alternative Investments, Finance, LBO, DCF Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
B.S., Finance
The University of Texas at Austin 2008 — 2012
B.S., Communication Studies: Political Communication
Passed Level I of the CFA Program
Evercore December 2014 - Present
Lone Star Funds February 2014 - December 2014
Cogent Partners July 2012 - August 2013
PwC June 2011 - July 2011
Skills
Valuation, Financial Modeling, Bloomberg, Due Diligence, Capital IQ, Financial Analysis, Private Equity, Portfolio Management, Structured Products, Real Estate, Corporate Finance, Business Valuation, Capital Markets, Economics, Data Analysis, Alternative Investments, Finance, LBO, DCF Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2012
B.S., Finance
The University of Texas at Austin 2008 — 2012
B.S., Communication Studies: Political Communication
Passed Level I of the CFA Program
Steven Marino's Evercore Experience July 2015 - Present
Job Senior Analyst at Evercore Partners
Industry Investment Banking
Experience
Evercore July 2015 - Present
Evercore Partners July 2012 - Present
Evercore Partners June 2011 - August 2011
Investors Savings Bank June 2010 - August 2010
Skills
Valuation, Investment Banking, Private Equity, Private Placements, Hedge Funds, Due Diligence, Financial Analysis, Economics, Investments, Venture Capital, Distressed Debt, Buyouts, Energy, Infrastructure, Alternative Investments, Real Estate, Sales, Project Management
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA), Economics, American Studies
Delbarton School 2002 — 2008
Evercore July 2015 - Present
Evercore Partners July 2012 - Present
Evercore Partners June 2011 - August 2011
Investors Savings Bank June 2010 - August 2010
Skills
Valuation, Investment Banking, Private Equity, Private Placements, Hedge Funds, Due Diligence, Financial Analysis, Economics, Investments, Venture Capital, Distressed Debt, Buyouts, Energy, Infrastructure, Alternative Investments, Real Estate, Sales, Project Management
Education
Middlebury College 2008 — 2012
Bachelor of Arts (BA), Economics, American Studies
Delbarton School 2002 — 2008
Hersh Agrawal's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Goldman Sachs June 2014 - August 2014
BP May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
WorleyParsons May 2012 - August 2012
Unique Industrial Product Company June 2011 - August 2011
Design At Work January 2011 - May 2011
Skills
Solidworks, AutoCAD, Matlab, Hindi, Spanish conversational, Java, Photoshop, MS Office Suite, Microsoft Office, Research, Engineering, Mechanical Engineering, Petroleum
Education
Rice University 2011 — 2015
B.S. Mechanical Engineering and B.A. Mathematical Economics, Mechanical Engineering and Mathematical Economics
William B. Travis High School 2007 — 2011
Evercore June 2015 - Present
Goldman Sachs June 2014 - August 2014
BP May 2013 - August 2013
Merrill Lynch September 2012 - December 2012
WorleyParsons May 2012 - August 2012
Unique Industrial Product Company June 2011 - August 2011
Design At Work January 2011 - May 2011
Skills
Solidworks, AutoCAD, Matlab, Hindi, Spanish conversational, Java, Photoshop, MS Office Suite, Microsoft Office, Research, Engineering, Mechanical Engineering, Petroleum
Education
Rice University 2011 — 2015
B.S. Mechanical Engineering and B.A. Mathematical Economics, Mechanical Engineering and Mathematical Economics
William B. Travis High School 2007 — 2011
Michael Kuchta's Evercore Experience January 2015 - Present
Job Energy
Industry Financial Services
Experience
Evercore January 2015 - Present
Green Lake Fuels April 2014 - July 2014
Liquidity Energy November 2011 - July 2014
Battalion Capital Management November 2008 - July 2014
Skills
Proprietary Trading, Natural Gas, Commodities, Asset Managment
Education
Princeton University 2007 — 2012
A.B., English
Cold Spring Harbor High School 2003 — 2007
Evercore January 2015 - Present
Green Lake Fuels April 2014 - July 2014
Liquidity Energy November 2011 - July 2014
Battalion Capital Management November 2008 - July 2014
Skills
Proprietary Trading, Natural Gas, Commodities, Asset Managment
Education
Princeton University 2007 — 2012
A.B., English
Cold Spring Harbor High School 2003 — 2007
Jeffrey Masse Jeffrey Masse's Evercore Experience June 2014 - Present
Job M&A Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2014 - Present
Gator Student Investment Fund February 2011 - April 2014
Evercore June 2013 - August 2013
University of Florida Investment Corporation January 2012 - December 2012
Keel Point Advisors May 2011 - August 2011
Education
University of Florida
Master of Science, Finance
University of Florida
Bachelor of Science, Finance
Evercore June 2014 - Present
Gator Student Investment Fund February 2011 - April 2014
Evercore June 2013 - August 2013
University of Florida Investment Corporation January 2012 - December 2012
Keel Point Advisors May 2011 - August 2011
Education
University of Florida
Master of Science, Finance
University of Florida
Bachelor of Science, Finance
A.J. Berens's Evercore Experience May 2015 - Present
Job Healthcare M&A at Evercore
Industry Investment Banking
Experience
Evercore May 2015 - Present
Barclays Investment Bank July 2013 - April 2015
Windsor Healthcare Equities, LLC June 2008 - July 2011
M&T Bank August 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Market Research, Analytics, Strategy, Cross-functional Team..., Management
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Economics
Evercore May 2015 - Present
Barclays Investment Bank July 2013 - April 2015
Windsor Healthcare Equities, LLC June 2008 - July 2011
M&T Bank August 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Business Analysis, Market Research, Analytics, Strategy, Cross-functional Team..., Management
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Maryland College Park 2002 — 2006
Bachelor of Science (BS), Economics
Emily Paarmann Emily Paarmann's Evercore Experience June 2015 - Present
Job MBA Candidate at University of Chicago Booth School of Business
Industry Investment Banking
Experience
Evercore June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
Sandbox Industries March 2015 - June 2015
Villgro Innovations Foundation October 2012 - June 2014
Under the Mango Tree October 2011 - October 2012
Villgro Innovations Foundation September 2011 - October 2012
FactSet Research Systems March 2010 - September 2011
FactSet Research Systems October 2008 - March 2010
FactSet Research Systems January 2007 - October 2008
Skills
Equities, Emerging Markets, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Investor Relations, Venture Capital, Start-ups, Investments, Economics, Valuation, Fixed Income, Private Equity, Due Diligence, Investment Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2002 — 2006
BA, Economics
Evercore June 2015 - Present
University of Chicago Booth School of Business August 2014 - Present
Sandbox Industries March 2015 - June 2015
Villgro Innovations Foundation October 2012 - June 2014
Under the Mango Tree October 2011 - October 2012
Villgro Innovations Foundation September 2011 - October 2012
FactSet Research Systems March 2010 - September 2011
FactSet Research Systems October 2008 - March 2010
FactSet Research Systems January 2007 - October 2008
Skills
Equities, Emerging Markets, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Investor Relations, Venture Capital, Start-ups, Investments, Economics, Valuation, Fixed Income, Private Equity, Due Diligence, Investment Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Virginia 2002 — 2006
BA, Economics
Dan LaForest's Evercore Experience 2012 - Present
Job Vice President, Evercore Partners
Industry Investment Banking
Experience
Evercore 2012 - Present
RBC Capital Markets 2009 - 2012
KPMG Transaction Advisory 2006 - 2009
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Capital Markets, Mergers, Equities, Private Equity, Financial Analysis, Finance
Education
Chartered Accountant
Chartered Financial Analyst
Queen's University 2001 — 2005
Commerce
Evercore 2012 - Present
RBC Capital Markets 2009 - 2012
KPMG Transaction Advisory 2006 - 2009
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Capital Markets, Mergers, Equities, Private Equity, Financial Analysis, Finance
Education
Chartered Accountant
Chartered Financial Analyst
Queen's University 2001 — 2005
Commerce
Jessica Soule Jessica Soule's Evercore Experience September 2015 - Present
Job Executive Assistant at Evercore
Industry Insurance
Experience
Evercore September 2015 - Present
Marsh October 2010 - Present
National Grid May 2008 - September 2010
Skills
Organizational Design, Organizational Change, Organizational..., Change Management, Process Improvement, Business Process..., Program Management, Strategic Planning, Management Consulting, Strategy, Leadership Development, Business Strategy, Coaching, Talent Management, Team Building, Leadership, Analysis, Mergers & Acquisitions, Business Analysis, Management, Budgets, Project Management, Vendor Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, International Finance
Marymount Manhattan College 2004 — 2006
Bachelor of Arts, Art History
Evercore September 2015 - Present
Marsh October 2010 - Present
National Grid May 2008 - September 2010
Skills
Organizational Design, Organizational Change, Organizational..., Change Management, Process Improvement, Business Process..., Program Management, Strategic Planning, Management Consulting, Strategy, Leadership Development, Business Strategy, Coaching, Talent Management, Team Building, Leadership, Analysis, Mergers & Acquisitions, Business Analysis, Management, Budgets, Project Management, Vendor Management
Education
St. John's University, The Peter J. Tobin College of Business 2006 — 2008
MBA, International Finance
Marymount Manhattan College 2004 — 2006
Bachelor of Arts, Art History
Sean Sang Sub Lee Sean Sang Sub Lee's Evercore Experience July 2013 - July 2014
Job Private Equity Associate at GIC Private Equity & Infrastructure
Industry Venture Capital & Private Equity
Experience
GIC Private Equity & Infrastructure July 2014 - Present
Evercore July 2013 - July 2014
Evercore June 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
The Mayor's Office of Housing & Economic Development, City of Los Angeles June 2008 - August 2008
WEBZEN Inc. June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Bloomberg, Private Equity, Corporate Finance, LBO, DCF, Equity Research, M&A experience, Financial Analysis, Venture Capital, Due Diligence, Mergers, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Business Valuation, Corporate Development, Hedge Funds, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS and BA, Business Administration and Economics
The University of Hong Kong 2010 — 2011
BBA, Exchange Program - Faculty of Business and Economics
Northwood High School 2004 — 2007
GIC Private Equity & Infrastructure July 2014 - Present
Evercore July 2013 - July 2014
Evercore June 2011 - July 2013
Lazard Freres & Co. June 2010 - August 2010
The Mayor's Office of Housing & Economic Development, City of Los Angeles June 2008 - August 2008
WEBZEN Inc. June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Bloomberg, Private Equity, Corporate Finance, LBO, DCF, Equity Research, M&A experience, Financial Analysis, Venture Capital, Due Diligence, Mergers, Mergers & Acquisitions, Portfolio Management, Emerging Markets, Business Valuation, Corporate Development, Hedge Funds, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS and BA, Business Administration and Economics
The University of Hong Kong 2010 — 2011
BBA, Exchange Program - Faculty of Business and Economics
Northwood High School 2004 — 2007
Tom Stokes Tom Stokes's Evercore Experience May 2015 - Present
Job Senior Managing Director at Evercore
Industry Investment Banking
Experience
Evercore May 2015 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
University of Cambridge 1992 — 1996
Master of Engineering (M.Eng.)
Evercore May 2015 - Present
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA
University of Cambridge 1992 — 1996
Master of Engineering (M.Eng.)
Ekansh Kumar Ekansh Kumar's Evercore Experience June 2014 - August 2014
Job Hedge Fund Analyst at H/2 Capital Partners
Industry Financial Services
Experience
H/2 Capital Partners July 2015 - Present
The Wharton School September 2014 - November 2014
Evercore June 2014 - August 2014
Rosenthal Collins Group June 2013 - August 2013
The Wharton School May 2013 - June 2013
Rosenthal Collins Group June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BSc. in Economics, Concentration in Finance, Summa Cum Laude
Central Bucks High School - East 2008 — 2011
H/2 Capital Partners July 2015 - Present
The Wharton School September 2014 - November 2014
Evercore June 2014 - August 2014
Rosenthal Collins Group June 2013 - August 2013
The Wharton School May 2013 - June 2013
Rosenthal Collins Group June 2012 - August 2012
Education
University of Pennsylvania - The Wharton School 2011 — 2015
BSc. in Economics, Concentration in Finance, Summa Cum Laude
Central Bucks High School - East 2008 — 2011
Susan Lin's Evercore Experience June 2013 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2013 - Present
Evercore Partners June 2012 - August 2012
Hermes Capital Advisors, LLC March 2011 - September 2011
Matrix Capital Group December 2010 - March 2011
Guidepoint Global September 2010 - December 2010
Solidiance June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Financial Accounting, Financial Reporting, Due Diligence, Microsoft Excel, Financial Analysis, Finance, Management Consulting, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor, Finance, Economics
Raffles Junior College 2007 — 2008
Evercore June 2013 - Present
Evercore Partners June 2012 - August 2012
Hermes Capital Advisors, LLC March 2011 - September 2011
Matrix Capital Group December 2010 - March 2011
Guidepoint Global September 2010 - December 2010
Solidiance June 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Investment Banking, Valuation, Financial Accounting, Financial Reporting, Due Diligence, Microsoft Excel, Financial Analysis, Finance, Management Consulting, Corporate Finance, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor, Finance, Economics
Raffles Junior College 2007 — 2008
Carrie L Butler Carrie L Butler's Evercore Experience April 2015 - Present
Job Managing Director at Evercore ISI
Industry Financial Services
Experience
Evercore April 2015 - Present
ISI Inc. June 2013 - March 2015
ISI Inc. April 1991 - May 2014
Skills
Series 7, Fixed Income, Equities, Hedge Funds, Series 63, Alternative Investments, Portfolio Management, Equity Research, Sales, Capital Markets, Marketing, FINRA, Asset Management, Asset Allocation, Wealth Management, Marketing Strategy
Education
Ohio Wesleyan University 1985 — 1989
Bachelor's Degree, International Business
Evercore April 2015 - Present
ISI Inc. June 2013 - March 2015
ISI Inc. April 1991 - May 2014
Skills
Series 7, Fixed Income, Equities, Hedge Funds, Series 63, Alternative Investments, Portfolio Management, Equity Research, Sales, Capital Markets, Marketing, FINRA, Asset Management, Asset Allocation, Wealth Management, Marketing Strategy
Education
Ohio Wesleyan University 1985 — 1989
Bachelor's Degree, International Business
Rodrigo De Paula's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Manhattan2ibiza.com June 2011 - May 2014
Downtown Records June 2013 - July 2013
Tree Capital LLC July 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, Brazilian Portuguese, Investment Banking, Financial Modeling, Financial Analysis, Valuation
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
Horace Mann School 2005 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Manhattan2ibiza.com June 2011 - May 2014
Downtown Records June 2013 - July 2013
Tree Capital LLC July 2012 - August 2012
Skills
Research, Microsoft Office, Microsoft Excel, Microsoft Word, Brazilian Portuguese, Investment Banking, Financial Modeling, Financial Analysis, Valuation
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), Philosophy, Politics and Economics
Horace Mann School 2005 — 2011
Connor Hackett Connor Hackett's Evercore Experience May 2015 - Present
Job Evercore ISI
Industry Financial Services
Experience
Evercore May 2015 - Present
Katz Capital April 2012 - April 2015
Canaccord Genuity Inc. January 2011 - April 2012
SJ Levinson June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Equity Trading, Equity Derivatives, Equity Research, Bloomberg, Eze Castle, Interactive Brokers, ISE, Lava, Thompson One, Microsoft Excel, Trading Systems, Derivatives, Electronic Trading, Options
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts
Bronxville High School 2002 — 2006
Evercore May 2015 - Present
Katz Capital April 2012 - April 2015
Canaccord Genuity Inc. January 2011 - April 2012
SJ Levinson June 2009 - August 2009
Skills
Series 7, Series 63, Equities, Equity Trading, Equity Derivatives, Equity Research, Bloomberg, Eze Castle, Interactive Brokers, ISE, Lava, Thompson One, Microsoft Excel, Trading Systems, Derivatives, Electronic Trading, Options
Education
St. Lawrence University 2006 — 2010
Bachelor of Arts
Bronxville High School 2002 — 2006
Katelyn Pezzolla Katelyn Pezzolla's Evercore Experience April 2015 - Present
Job Recruiting Analyst at Evercore
Industry Investment Banking
Experience
Evercore April 2015 - Present
Evercore October 2013 - Present
JRT Realty Group, Inc. 2009 - June 2013
Skills
Negotiation, Leases, Location Intelligence, Due Diligence, Microsoft Office, Real Estate, Disposition, Business Development, Real Estate Transactions, Corporate Real Estate, Financial Modeling, Investments, Financial Analysis, Asset Management, Valuation, Microsoft Excel, Social Media
Education
University of Delaware 2004 — 2009
Bachelor of Arts (BA), History
Evercore April 2015 - Present
Evercore October 2013 - Present
JRT Realty Group, Inc. 2009 - June 2013
Skills
Negotiation, Leases, Location Intelligence, Due Diligence, Microsoft Office, Real Estate, Disposition, Business Development, Real Estate Transactions, Corporate Real Estate, Financial Modeling, Investments, Financial Analysis, Asset Management, Valuation, Microsoft Excel, Social Media
Education
University of Delaware 2004 — 2009
Bachelor of Arts (BA), History
Michael Aquino Michael Aquino's Evercore Experience February 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore February 2015 - Present
Education
Rice University 2010 — 2015
BA Sports Medicine
Evercore February 2015 - Present
Education
Rice University 2010 — 2015
BA Sports Medicine
Michael B. Pappas Michael B. Pappas's Evercore Experience June 2015 - Present
Job Analyst, Mergers & Acquisitions at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Gator Student Investment Fund January 2013 - May 2015
Evercore June 2014 - August 2014
Novumed Life Science Consulting & Advisory May 2013 - December 2013
Crosstree Capital Partners, Inc. May 2012 - August 2012
Professional Document Management LLC June 2009 - April 2012
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Investments, Microsoft Office, Corporate Finance, Market Research, Valuation, Strategic Planning, Finance, Business Strategy, Public Speaking
Education
University of Florida 2011 — 2015
Master of Science (MS) , Bachelor of Science (BS), Finance
Evercore June 2015 - Present
Gator Student Investment Fund January 2013 - May 2015
Evercore June 2014 - August 2014
Novumed Life Science Consulting & Advisory May 2013 - December 2013
Crosstree Capital Partners, Inc. May 2012 - August 2012
Professional Document Management LLC June 2009 - April 2012
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Investments, Microsoft Office, Corporate Finance, Market Research, Valuation, Strategic Planning, Finance, Business Strategy, Public Speaking
Education
University of Florida 2011 — 2015
Master of Science (MS) , Bachelor of Science (BS), Finance
Bernhard Sakmann's Evercore Experience June 2014 - Present
Job Managing Director at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Citi January 2013 - May 2014
Citi January 2010 - December 2012
Citi October 2008 - January 2010
Lehman Brothers May 2007 - September 2008
Oliver Wyman September 2002 - May 2007
Oxford University Hospitals August 2001 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Medical Devices, Banking, Healthcare, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Strategy, Capital Markets
Education
University of Oxford 1996 — 2001
BM.BCh., Medicine
Ludwig-Maximilians Universität München
Dr. med., Medicine
University of Cambridge 1993 — 1996
BA (Hons.), MA (Cantab.), Natural Sciences (Biochemistry)
Evercore June 2014 - Present
Citi January 2013 - May 2014
Citi January 2010 - December 2012
Citi October 2008 - January 2010
Lehman Brothers May 2007 - September 2008
Oliver Wyman September 2002 - May 2007
Oxford University Hospitals August 2001 - August 2002
Skills
Mergers & Acquisitions, Investment Banking, Medical Devices, Banking, Healthcare, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Strategy, Capital Markets
Education
University of Oxford 1996 — 2001
BM.BCh., Medicine
Ludwig-Maximilians Universität München
Dr. med., Medicine
University of Cambridge 1993 — 1996
BA (Hons.), MA (Cantab.), Natural Sciences (Biochemistry)
Anand Sankaralingam's Evercore Experience August 2014 - Present
Job Technology Investment Banking Associate at Evercore
Industry Internet
Experience
Evercore August 2014 - Present
University of Chicago Booth School of Business August 2012 - Present
Skills
SSO, OAuth, Web Applications, Distributed Systems, Valuation, Venture Capital, Business Strategy, Cloud Computing, Big Data, Mobile Applications, Security, Agile Methodologies, Scalability, Perl, Hadoop, Software Development, Java, Python, Linux, Software Engineering, Web Services, Product Management, MySQL, JavaScript, Mobile Devices
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
State University of New York at Buffalo
MS, Computer Science
University of Madras
High school
Evercore August 2014 - Present
University of Chicago Booth School of Business August 2012 - Present
Skills
SSO, OAuth, Web Applications, Distributed Systems, Valuation, Venture Capital, Business Strategy, Cloud Computing, Big Data, Mobile Applications, Security, Agile Methodologies, Scalability, Perl, Hadoop, Software Development, Java, Python, Linux, Software Engineering, Web Services, Product Management, MySQL, JavaScript, Mobile Devices
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
State University of New York at Buffalo
MS, Computer Science
University of Madras
High school
Dmitri Pchelintsev's Evercore Experience April 2011 - Present
Job Vice President at Evercore ISI, Energy / Utilities Equity Research
Industry Financial Services
Experience
Evercore April 2011 - Present
Morgan Stanley June 2010 - May 2011
Bank of America Merrill Lynch June 2008 - June 2010
Skills
Investments, Sell Side, Equity Research, Financial Analysis, Financial Modeling, Stock Picking, Debt & Equity Financing, Syndications, Credit Analysis, Project Finance, Investment Banking, Valuation, Bloomberg, FactSet, SNL
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2008
BSBA, Finance/Journalism
National University of Singapore 2008 — 2008
Semester Study, Finance
Rutgers University-New Brunswick 2004 — 2005
Finance
Evercore April 2011 - Present
Morgan Stanley June 2010 - May 2011
Bank of America Merrill Lynch June 2008 - June 2010
Skills
Investments, Sell Side, Equity Research, Financial Analysis, Financial Modeling, Stock Picking, Debt & Equity Financing, Syndications, Credit Analysis, Project Finance, Investment Banking, Valuation, Bloomberg, FactSet, SNL
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2008
BSBA, Finance/Journalism
National University of Singapore 2008 — 2008
Semester Study, Finance
Rutgers University-New Brunswick 2004 — 2005
Finance
Chris Freudenreich's Evercore Experience November 2014 - Present
Job Managing Director of Internal Audit and Risk Management at Evercore
Industry Financial Services
Experience
Evercore November 2014 - Present
Evercore Partners October 2006 - November 2014
JPMorganChase November 2005 - October 2006
JPMorgan Chase September 2004 - November 2005
Deloitte & Touche September 1996 - September 2004
Skills
Sarbanes-Oxley, Accounting, Auditing, SEC Filings, Financial Reporting, Financial Analysis, Due Diligence, Internal Controls, Mergers, Financial Audits, Financial Modeling, Internal Audit, Risk Management, SEC filings, SOX 404, Sarbanes-Oxley Act, Strategic Financial...
Education
Pacific Lutheran University 1993 — 1996
BA, Acounting, Finance, Economics
Evercore November 2014 - Present
Evercore Partners October 2006 - November 2014
JPMorganChase November 2005 - October 2006
JPMorgan Chase September 2004 - November 2005
Deloitte & Touche September 1996 - September 2004
Skills
Sarbanes-Oxley, Accounting, Auditing, SEC Filings, Financial Reporting, Financial Analysis, Due Diligence, Internal Controls, Mergers, Financial Audits, Financial Modeling, Internal Audit, Risk Management, SEC filings, SOX 404, Sarbanes-Oxley Act, Strategic Financial...
Education
Pacific Lutheran University 1993 — 1996
BA, Acounting, Finance, Economics
Ankit Dalal's Evercore Experience July 2014 - July 2015
Job Senior Associate at Melody Capital Partners, LP
Industry Investment Management
Experience
Melody Capital Partners, LP August 2015 - Present
Evercore July 2014 - July 2015
Citi February 2011 - June 2014
Deloitte Consulting August 2010 - February 2011
Skills
Financial Modeling, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Valuation, Leveraged Finance, Equity Research, Investment Banking, LBO, Fixed Income, DCF, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Finance, High Honors
Melody Capital Partners, LP August 2015 - Present
Evercore July 2014 - July 2015
Citi February 2011 - June 2014
Deloitte Consulting August 2010 - February 2011
Skills
Financial Modeling, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg, Valuation, Leveraged Finance, Equity Research, Investment Banking, LBO, Fixed Income, DCF, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2010
BBA, Finance, High Honors
Chris Luhnow's Evercore Experience 2000 - 2005
Job CEO at HRE Performance Wheels
Industry Automotive
Experience
HRE Performance Wheels 2006 - Present
Locust Walk and Mavlocke Partners 1992 - Present
Evercore 2000 - 2005
Petstore.com 1999 - 2000
Flightways Manufacturing 1994 - 1998
Boston Consulting Group LA 1991 - 1993
Skills
Venture Capital, Mergers, Private Equity, Corporate Development, Start-ups, Turn Around Management, M&A experience, Restructuring, Due Diligence, Entrepreneurship, IPO, Strategy, Executive Management, Strategic Partnerships, Business Planning, Joint Ventures, Business Strategy, Product Development, Strategic Consulting, Equities, Business Development, Mergers & Acquisitions, Angel Investing, International Business, Investments, Financial Modeling, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Stanford University 1982 — 1986
BA economics
HRE Performance Wheels 2006 - Present
Locust Walk and Mavlocke Partners 1992 - Present
Evercore 2000 - 2005
Petstore.com 1999 - 2000
Flightways Manufacturing 1994 - 1998
Boston Consulting Group LA 1991 - 1993
Skills
Venture Capital, Mergers, Private Equity, Corporate Development, Start-ups, Turn Around Management, M&A experience, Restructuring, Due Diligence, Entrepreneurship, IPO, Strategy, Executive Management, Strategic Partnerships, Business Planning, Joint Ventures, Business Strategy, Product Development, Strategic Consulting, Equities, Business Development, Mergers & Acquisitions, Angel Investing, International Business, Investments, Financial Modeling, Strategic Planning, Finance
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA
Stanford University 1982 — 1986
BA economics
Steven Hirsch's Evercore Experience June 2014 - August 2014
Job MBA Candidate at Harvard Business School
Industry Airlines/Aviation
Experience
Evercore June 2014 - August 2014
American Airlines January 2013 - July 2013
American Airlines July 2012 - January 2013
American Airlines July 2011 - July 2012
McKinsey & Company September 2009 - July 2011
McKinsey & Company May 2008 - August 2008
KPMG Advisory January 2008 - March 2008
Skills
Data Analysis, Business Strategy, Financial Analysis, Management Consulting, Analytics, Valuation, Financial Modeling, Strategy, Strategic Planning, Market Research, Corporate Finance, Competitive Analysis, Leadership, Program Management, Business Analysis, Process Improvement
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master of Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Accounting, Magna cum laude
Evercore June 2014 - August 2014
American Airlines January 2013 - July 2013
American Airlines July 2012 - January 2013
American Airlines July 2011 - July 2012
McKinsey & Company September 2009 - July 2011
McKinsey & Company May 2008 - August 2008
KPMG Advisory January 2008 - March 2008
Skills
Data Analysis, Business Strategy, Financial Analysis, Management Consulting, Analytics, Valuation, Financial Modeling, Strategy, Strategic Planning, Market Research, Corporate Finance, Competitive Analysis, Leadership, Program Management, Business Analysis, Process Improvement
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2009
Master of Professional Accounting
The University of Texas at Austin - The Red McCombs School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Business Honors, Accounting, Magna cum laude
Joe Riccardo's Evercore Experience November 2014 - Present
Job Managing Director at Evercore
Industry Capital Markets
Experience
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Evercore November 2014 - Present
ISI Group July 2014 - Present
Citi June 2010 - June 2014
FTN Equity Capital Markets March 2009 - February 2010
Banc of America Securities March 2001 - January 2009
Ladenburg Thalmann November 1999 - March 2001
Cantor Fitzgerald October 1994 - November 1999
Skills
Senior Pod Leader, Healthcare, Hedge Funds, Institutional, Series 7, Equities, Series 63, Capital Markets, Investments, Mutual Funds, Securities, Alternative Investments, Bonds, Equity Research, Financial Markets, Investment Banking, Asset Management, Banking, Portfolio Management, Private Equity, Trading, Valuation, Wealth Management
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (B.A.), Economics
De Paul High School 1986 — 1990
Diploma
Kevin Hannaway's Evercore Experience October 2013 - Present
Job Institutional Equity Sales Trading
Industry Financial Services
Experience
Evercore October 2013 - Present
Jones Trading June 2008 - September 2013
Banc Of America Securities 2000 - April 2008
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Strategic Planning, Sales, Team Building, Training, Business Analysis
Education
Suffolk University
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (B.A.), political science, economics
Proctor Academy 1978 — 1980
Evercore October 2013 - Present
Jones Trading June 2008 - September 2013
Banc Of America Securities 2000 - April 2008
Skills
Customer Service, Management, Microsoft Office, Leadership, Project Management, Strategic Planning, Sales, Team Building, Training, Business Analysis
Education
Suffolk University
Master of Business Administration (MBA)
University of Vermont
Bachelor of Arts (B.A.), political science, economics
Proctor Academy 1978 — 1980
Catherine Klinchuch's Evercore Experience March 2013 - September 2014
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Morgan Stanley September 2014 - Present
Evercore March 2013 - September 2014
KBW October 2010 - March 2013
Green Street Advisors 2009 - 2010
Barclays July 2008 - August 2009
Skills
Financial Modeling, Equities, Financial Analysis, Equity Research, Investment Banking, Valuation, Bloomberg, Private Equity, Corporate Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (BS), Finance, Accounting
Marcel Comtois's Evercore Experience June 2013 - August 2013
Job Engagement Manager at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman July 2014 - Present
Kellogg School of Management July 2012 - June 2014
Evercore June 2013 - August 2013
Oliver Wyman July 2007 - July 2012
Skills
Management Consulting, Business Transformation, Financial Modeling, Strategy, Business Strategy, Valuation, Corporate Finance, Competitive Analysis, Investment Banking, Financial Analysis, Analytics, Corporate Development, Strategic Consulting, Time Management, Management, Multi-tasked, Due Diligence, Hardwork
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Queen's University 2002 — 2007
Economics
Queen's University 2002 — 2006
Engineering, Mechanical
Oliver Wyman July 2014 - Present
Kellogg School of Management July 2012 - June 2014
Evercore June 2013 - August 2013
Oliver Wyman July 2007 - July 2012
Skills
Management Consulting, Business Transformation, Financial Modeling, Strategy, Business Strategy, Valuation, Corporate Finance, Competitive Analysis, Investment Banking, Financial Analysis, Analytics, Corporate Development, Strategic Consulting, Time Management, Management, Multi-tasked, Due Diligence, Hardwork
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Queen's University 2002 — 2007
Economics
Queen's University 2002 — 2006
Engineering, Mechanical
Matthew Kerwin's Evercore Experience April 2013 - Present
Job Benefits Manager at Evercore
Industry Human Resources
Experience
Evercore April 2013 - Present
Benefits Management Solutions, Inc. June 2012 - April 2013
CareOne Management LLC February 2009 - June 2012
Skills
Benefits Management, Benefits Administration, Benefits Accounting, HRIS Database Management, Oracle, Lawson HRIS, ADP Payroll, Microsoft Excel, Vendor Management, Vendor Relationships, Project Management, Onboarding, Applicant Tracking...
Education
Penn State University 2001 — 2006
Bachelor of Science (BS), Labor and Industrial Relations
Evercore April 2013 - Present
Benefits Management Solutions, Inc. June 2012 - April 2013
CareOne Management LLC February 2009 - June 2012
Skills
Benefits Management, Benefits Administration, Benefits Accounting, HRIS Database Management, Oracle, Lawson HRIS, ADP Payroll, Microsoft Excel, Vendor Management, Vendor Relationships, Project Management, Onboarding, Applicant Tracking...
Education
Penn State University 2001 — 2006
Bachelor of Science (BS), Labor and Industrial Relations
Paul Billyard's Evercore Experience 2004 - Present
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2004 - Present
Evercore Group L.L.C. 2004 - Present
Evercore 2004 - Present
Lehman Brothers August 1993 - August 2004
Skills
Valuation, Private Equity, Investment Banking, M&A execution, Venture Capital, Mergers & Acquisitions, LBO, Financial Modeling, Cross-border M&A, Corporate Finance, Equities, M&A experience, Capital Markets, Hedge Funds, Corporate Development
Education
University of Oxford 1986 — 1990
D.Phil., Metallurgy
Evercore Partners August 2004 - Present
Evercore Group L.L.C. 2004 - Present
Evercore 2004 - Present
Lehman Brothers August 1993 - August 2004
Skills
Valuation, Private Equity, Investment Banking, M&A execution, Venture Capital, Mergers & Acquisitions, LBO, Financial Modeling, Cross-border M&A, Corporate Finance, Equities, M&A experience, Capital Markets, Hedge Funds, Corporate Development
Education
University of Oxford 1986 — 1990
D.Phil., Metallurgy
Kerry Burke's Evercore Experience August 2014 - Present
Job Associate at Evercore
Industry Financial Services
Experience
Evercore August 2014 - Present
Evercore June 2013 - August 2013
JP Morgan July 2008 - July 2012
Skills
Strategy, Financial Services, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Management & Organization
Northwestern University 2004 — 2008
Bachelor's Degree, Communication Studies, Political Science
The Chapin School
Evercore August 2014 - Present
Evercore June 2013 - August 2013
JP Morgan July 2008 - July 2012
Skills
Strategy, Financial Services, Capital Markets, Investment Banking, Wealth Management, Asset Allocation, Financial Analysis, Mutual Funds
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance, Management & Organization
Northwestern University 2004 — 2008
Bachelor's Degree, Communication Studies, Political Science
The Chapin School
Justin Ng's Evercore Experience July 2015 - Present
Job Associate at Evercore
Industry Financial Services
Experience
Evercore July 2015 - Present
Merrill Lynch July 2013 - June 2015
Deloitte Consulting August 2007 - June 2011
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Management Consulting, Software Documentation, Business Process..., Valuation, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
BA, Economics
Evercore July 2015 - Present
Merrill Lynch July 2013 - June 2015
Deloitte Consulting August 2007 - June 2011
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Management Consulting, Software Documentation, Business Process..., Valuation, Business Process
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
MBA, Finance
University of Michigan 2004 — 2007
BA, Economics
John Tallini, CPA/CGMA's Evercore Experience May 2015 - Present
Job Senior Consultant at Evercore (Former Global Head of Corporate Audit at KCG Holdings, Inc.)
Industry Financial Services
Experience
Evercore May 2015 - Present
KCG Holdings, Inc.(Formerly Knight Capital Group, Inc.) May 2007 - April 2015
LaBranche & Co. June 2005 - May 2007
Bank of America November 2003 - June 2005
Societe Generale May 1998 - October 2003
NatWest Markets May 1997 - May 1998
Credit Lyonnais March 1994 - May 1997
Skills
CPA, Risk Management, Enterprise Risk..., Capital Markets, Equities, Operational Risk, Internal Controls, Internal Audit, FINRA, Securities, Financial Markets, Equity Trading, Fixed Income, Financial Services, Trading, Options, Finance, Asset Management, Financial Risk, Mergers & Acquisitions, FX Options, AML, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, CPA
Evercore May 2015 - Present
KCG Holdings, Inc.(Formerly Knight Capital Group, Inc.) May 2007 - April 2015
LaBranche & Co. June 2005 - May 2007
Bank of America November 2003 - June 2005
Societe Generale May 1998 - October 2003
NatWest Markets May 1997 - May 1998
Credit Lyonnais March 1994 - May 1997
Skills
CPA, Risk Management, Enterprise Risk..., Capital Markets, Equities, Operational Risk, Internal Controls, Internal Audit, FINRA, Securities, Financial Markets, Equity Trading, Fixed Income, Financial Services, Trading, Options, Finance, Asset Management, Financial Risk, Mergers & Acquisitions, FX Options, AML, Hedge Funds
Education
Pace University - Lubin School of Business
BBA, CPA
Chris Keuler's Evercore Experience February 2014 - Present
Job Vice President, Technology Investment Banking at Evercore
Industry Investment Banking
Experience
Evercore February 2014 - Present
Evercore August 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Banc of America Securities July 2007 - June 2010
Skills
Private Equity, Due Diligence, Valuation, Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Hedge Funds, LBO
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Business Administration
Evercore February 2014 - Present
Evercore August 2012 - January 2014
Bank of America Merrill Lynch July 2010 - July 2012
Banc of America Securities July 2007 - June 2010
Skills
Private Equity, Due Diligence, Valuation, Equities, Capital Markets, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Bloomberg, Hedge Funds, LBO
Education
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Science, Business Administration
Chris Partridge's Evercore Experience July 2013 - February 2014
Job Director of Strategy and M&A at USD Group LLC
Industry Oil & Energy
Experience
USD Group LLC December 2014 - Present
USD Group LLC March 2014 - November 2014
Evercore July 2013 - February 2014
Evercore March 2011 - June 2013
Chaffe & Associates, Inc. June 2009 - March 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Bloomberg, Investments, Mergers, Budget Proposals, Investment Banking, Capital Markets, Due Diligence, Strategy, Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance
Tulane University 2004 — 2008
BSM, Business - Finance
USD Group LLC December 2014 - Present
USD Group LLC March 2014 - November 2014
Evercore July 2013 - February 2014
Evercore March 2011 - June 2013
Chaffe & Associates, Inc. June 2009 - March 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Bloomberg, Investments, Mergers, Budget Proposals, Investment Banking, Capital Markets, Due Diligence, Strategy, Finance, Financial Analysis
Education
Tulane University - A.B. Freeman School of Business 2008 — 2009
Master of Finance, Finance
Tulane University 2004 — 2008
BSM, Business - Finance
Stefan Wieckowski's Evercore Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Internet
Experience
Evercore June 2015 - August 2015
Discovery Communications July 2014 - June 2015
Discovery Communications January 2013 - July 2014
Discovery Communications December 2011 - December 2012
Independent Music Groups October 2004 - August 2012
Mindshare (WPP) January 2010 - November 2011
Argonne National Laboratory & University of Chicago JV May 2009 - September 2009
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Chicago
Bachelor of Arts, Economics, Music
American School of Warsaw
International Baccalaureate
Evercore June 2015 - August 2015
Discovery Communications July 2014 - June 2015
Discovery Communications January 2013 - July 2014
Discovery Communications December 2011 - December 2012
Independent Music Groups October 2004 - August 2012
Mindshare (WPP) January 2010 - November 2011
Argonne National Laboratory & University of Chicago JV May 2009 - September 2009
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
University of Chicago
Bachelor of Arts, Economics, Music
American School of Warsaw
International Baccalaureate
Andy Ugarte's Evercore Experience October 2010 - Present
Job Senior Associate, M&A Advisory at Evercore
Industry Investment Banking
Experience
Evercore October 2010 - Present
Baring Private Equity Asia June 2014 - August 2014
Macquarie Group August 2008 - October 2010
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Mergers, Leveraged Finance, Private Equity, Project Finance, Corporate Finance, Public/private..., Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Portfolio Management, LBO, Finance, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management - graduated with Honors (top 20% of class)
The University of British Columbia 2003 — 2008
BComm, Finance
La Salle Greenhills 1999 — 2003
High School (Philippines)
Evercore October 2010 - Present
Baring Private Equity Asia June 2014 - August 2014
Macquarie Group August 2008 - October 2010
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Mergers, Leveraged Finance, Private Equity, Project Finance, Corporate Finance, Public/private..., Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Portfolio Management, LBO, Finance, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management - graduated with Honors (top 20% of class)
The University of British Columbia 2003 — 2008
BComm, Finance
La Salle Greenhills 1999 — 2003
High School (Philippines)
Victor Hsu's Evercore Experience August 2010 - Present
Job Vice President at Evercore
Industry Financial Services
Experience
Evercore August 2010 - Present
Evercore March 2011 - March 2013
Morgan Stanley 2004 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Due Diligence, Competitive Analysis, Finance, Strategy, Mergers & Acquisitions, Investments, Investment Banking, Analytics, Business Analysis, Capital Markets
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (BS), Electrical Engineering & Computer Science; Management Science
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Business
Evercore August 2010 - Present
Evercore March 2011 - March 2013
Morgan Stanley 2004 - 2008
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Due Diligence, Competitive Analysis, Finance, Strategy, Mergers & Acquisitions, Investments, Investment Banking, Analytics, Business Analysis, Capital Markets
Education
Massachusetts Institute of Technology 2000 — 2004
Bachelor of Science (BS), Electrical Engineering & Computer Science; Management Science
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Business
Matt Loreman's Evercore Experience 2013 - Present
Job VP @ Evercore
Industry Investment Banking
Experience
Evercore 2013 - Present
J. P. Morgan July 2005 - 2013
Education
Rice University 2001 — 2005
BFT
Evercore 2013 - Present
J. P. Morgan July 2005 - 2013
Education
Rice University 2001 — 2005
BFT
Carey Lu Zhang's Evercore Experience August 2015 - Present
Job Associate at Evercore
Industry Banking
Experience
Evercore August 2015 - Present
Biomet 3i June 2014 - August 2014
Rothschild July 2013 - July 2013
Rothschild July 2010 - June 2013
IDG Capital Partners June 2009 - August 2009
Generali March 2009 - April 2009
The Hina Group July 2008 - September 2008
PwC June 2008 - July 2008
Auntie Anne's, Inc. March 2008 - April 2008
First Credit Union October 2007 - December 2007
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Bloomberg, Factset, Financial Analysis, Joint Ventures, Corporate Finance, Investments, Portfolio Management, Economics, Mandarin, Client Coverage, Business Tax Planning
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Operations, Entrepreneurship and Economics, High Honors, Dean's List
London School of Economics and Political Science 2009 — 2010
Master, Finance, Distinction
Peking University 2005 — 2009
BA, Finance
Evercore August 2015 - Present
Biomet 3i June 2014 - August 2014
Rothschild July 2013 - July 2013
Rothschild July 2010 - June 2013
IDG Capital Partners June 2009 - August 2009
Generali March 2009 - April 2009
The Hina Group July 2008 - September 2008
PwC June 2008 - July 2008
Auntie Anne's, Inc. March 2008 - April 2008
First Credit Union October 2007 - December 2007
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Bloomberg, Factset, Financial Analysis, Joint Ventures, Corporate Finance, Investments, Portfolio Management, Economics, Mandarin, Client Coverage, Business Tax Planning
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Strategy, Operations, Entrepreneurship and Economics, High Honors, Dean's List
London School of Economics and Political Science 2009 — 2010
Master, Finance, Distinction
Peking University 2005 — 2009
BA, Finance
Christoph Schmidt's Evercore Experience June 2013 - Present
Job Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2013 - Present
Hegi Family Career Development Center August 2010 - May 2013
Robertson Opportunity Capital February 2011 - April 2013
EnCap Investments L.P. June 2012 - August 2012
SMU May 2011 - May 2012
Lincoln Property Company June 2009 - August 2009
Lincoln Property Company June 2008 - August 2008
Skills
Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Marketing, PowerPoint, Market Research, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance with a specialization in Alternative Asset Management
The University of Edinburgh 2008 — 2012
Evercore June 2013 - Present
Hegi Family Career Development Center August 2010 - May 2013
Robertson Opportunity Capital February 2011 - April 2013
EnCap Investments L.P. June 2012 - August 2012
SMU May 2011 - May 2012
Lincoln Property Company June 2009 - August 2009
Lincoln Property Company June 2008 - August 2008
Skills
Valuation, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Marketing, PowerPoint, Market Research, Corporate Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2013
BBA, Finance with a specialization in Alternative Asset Management
The University of Edinburgh 2008 — 2012
Arthur Zhang's Evercore Experience February 2015 - Present
Job Investment Banking
Industry Investment Banking
Experience
Evercore February 2015 - Present
Evercore July 2014 - February 2015
J.P. Morgan July 2011 - June 2014
J.P. Morgan July 2008 - July 2011
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Economics, Business Analysis
Education
Rice University 2004 — 2008
B.A., Mathematical Economic Analysis
Evercore February 2015 - Present
Evercore July 2014 - February 2015
J.P. Morgan July 2011 - June 2014
J.P. Morgan July 2008 - July 2011
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Fixed Income, Economics, Business Analysis
Education
Rice University 2004 — 2008
B.A., Mathematical Economic Analysis
Ernest Gary's Evercore Experience 2005 - 2006
Job Attorney / CPA
Industry Law Practice
Experience
Gary & Associates May 2008 - Present
Evercore 2005 - 2006
Sanofi-Synthelabo January 1991 - August 2001
KPMG Peat Marwick 1984 - 1988
Skills
Due Diligence, Tax, Mergers, Corporate Governance, Restructuring, Corporate Law, Financial Analysis, Accounting, International Tax, Investments, Private Equity, Strategic Financial..., Estate Planning, Corporate Tax, Start-ups, Mergers & Acquisitions
Education
New York Law School 1997 — 2001
JD/LLM, Law/Taxation
Saint John's University 1983 — 1986
MBA, Taxation
SUNY College at Old Westbury 1977 — 1980
BS, Accounting
Gary & Associates May 2008 - Present
Evercore 2005 - 2006
Sanofi-Synthelabo January 1991 - August 2001
KPMG Peat Marwick 1984 - 1988
Skills
Due Diligence, Tax, Mergers, Corporate Governance, Restructuring, Corporate Law, Financial Analysis, Accounting, International Tax, Investments, Private Equity, Strategic Financial..., Estate Planning, Corporate Tax, Start-ups, Mergers & Acquisitions
Education
New York Law School 1997 — 2001
JD/LLM, Law/Taxation
Saint John's University 1983 — 1986
MBA, Taxation
SUNY College at Old Westbury 1977 — 1980
BS, Accounting
Peter Seibold's Evercore Experience January 2010 - September 2014
Job Managing Director at M. Klein and Company
Industry Investment Banking
Experience
M. Klein and Company April 2015 - Present
Evercore January 2010 - September 2014
Goldman Sachs August 1988 - November 2008
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers & Acquisitions, Due Diligence, Commodity Markets, Hedge Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
University of Chicago
BA, Economics
M. Klein and Company April 2015 - Present
Evercore January 2010 - September 2014
Goldman Sachs August 1988 - November 2008
Skills
Private Equity, Valuation, Investment Banking, Capital Markets, Financial Modeling, Corporate Finance, Equities, Mergers & Acquisitions, Due Diligence, Commodity Markets, Hedge Funds
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA, Finance
University of Chicago
BA, Economics
Randi Brown's Evercore Experience May 2012 - Present
Job Head of Recruiting and Training at Evercore
Industry Human Resources
Experience
Evercore May 2012 - Present
Morgan Stanley 2010 - 2012
Citi 2007 - 2010
Citi 2005 - 2007
Freehold Township Recreation 2002 - 2004
Skills
Talent Acquisition, Graduate Recruitment, Career Development, Career Counseling, New Hire Orientations, Recruiting
Education
New York University
BA, Economics
Evercore May 2012 - Present
Morgan Stanley 2010 - 2012
Citi 2007 - 2010
Citi 2005 - 2007
Freehold Township Recreation 2002 - 2004
Skills
Talent Acquisition, Graduate Recruitment, Career Development, Career Counseling, New Hire Orientations, Recruiting
Education
New York University
BA, Economics
Qinnan Lin's Evercore Experience June 2013 - June 2015
Job Associate at Carlyle
Industry Investment Banking
Experience
The Carlyle Group July 2015 - Present
Evercore June 2013 - June 2015
Evercore June 2012 - August 2012
Medtronic June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS Economics, BA Biology, Minor Computer Science
The Carlyle Group July 2015 - Present
Evercore June 2013 - June 2015
Evercore June 2012 - August 2012
Medtronic June 2011 - August 2011
Education
University of Pennsylvania - The Wharton School 2009 — 2013
BS Economics, BA Biology, Minor Computer Science
Aaron Eisenberg's Evercore Experience August 2013 - Present
Job Investment Banking Associate at Evercore
Industry Banking
Experience
Evercore August 2013 - Present
Evercore Partners 2012 - 2012
ABPI 2007 - March 2011
Skills
Financial Analysis, Corporate Finance, Due Diligence, Financial Modeling, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business Administration, Accounting
Cherry Creek High School
Evercore August 2013 - Present
Evercore Partners 2012 - 2012
ABPI 2007 - March 2011
Skills
Financial Analysis, Corporate Finance, Due Diligence, Financial Modeling, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business 2004 — 2008
Business Administration, Accounting
Cherry Creek High School
Bradley Belasco's Evercore Experience June 2013 - June 2015
Job Associate at American Capital Energy & Infrastructure
Industry Financial Services
Experience
American Capital June 2015 - Present
Evercore June 2013 - June 2015
Bank of America Merrill Lynch June 2012 - August 2012
Rackspace, the Open Cloud Company June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Bloomberg
Education
University of Pennsylvania 2009 — 2013
B.S. in Economics and B.A., Statistics and Mathematics
University of Pennsylvania - The Wharton School
American Capital June 2015 - Present
Evercore June 2013 - June 2015
Bank of America Merrill Lynch June 2012 - August 2012
Rackspace, the Open Cloud Company June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Bloomberg
Education
University of Pennsylvania 2009 — 2013
B.S. in Economics and B.A., Statistics and Mathematics
University of Pennsylvania - The Wharton School
Connor Landy's Evercore Experience June 2014 - Present
Job Analyst at Evercore
Industry Computer Software
Experience
Evercore June 2014 - Present
Microsoft June 2013 - August 2013
FaceCake Marketing Technologies December 2012 - May 2013
Microsoft May 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Deutsche Bank June 2010 - August 2010
New Territory Tarpons Swim Team May 2009 - August 2009
Skills
Microsoft Office, Java, Bloomberg, C#, HTML, Visio, Microsoft Excel, Financial Modeling, FactSet, Windows 8 App..., C, @Risk
Education
The University of Texas at Austin 2009 — 2013
BBA and BS, Business Honors Finance and Computer Engineering Honors
Stephen F. Austin High School 2005 — 2009
Evercore June 2014 - Present
Microsoft June 2013 - August 2013
FaceCake Marketing Technologies December 2012 - May 2013
Microsoft May 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Deutsche Bank June 2010 - August 2010
New Territory Tarpons Swim Team May 2009 - August 2009
Skills
Microsoft Office, Java, Bloomberg, C#, HTML, Visio, Microsoft Excel, Financial Modeling, FactSet, Windows 8 App..., C, @Risk
Education
The University of Texas at Austin 2009 — 2013
BBA and BS, Business Honors Finance and Computer Engineering Honors
Stephen F. Austin High School 2005 — 2009
Joshua Greenspan'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
Chestnut Hill Partners October 2012 - April 2013
Permal June 2012 - August 2012
Moore Capital Management April 2011 - January 2012
Skills
Risk Management, Corporate Finance, Private Equity, Economics, Due Diligence, Mergers & Acquisitions, Alternative Investments, Microsoft Excel, Hedge Funds, PowerPoint, Fixed Income, Capital IQ, Bloomberg, Equities, Market Risk, DCF Valuation, Finance
Education
NYU 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Chestnut Hill Partners October 2012 - April 2013
Permal June 2012 - August 2012
Moore Capital Management April 2011 - January 2012
Skills
Risk Management, Corporate Finance, Private Equity, Economics, Due Diligence, Mergers & Acquisitions, Alternative Investments, Microsoft Excel, Hedge Funds, PowerPoint, Fixed Income, Capital IQ, Bloomberg, Equities, Market Risk, DCF Valuation, Finance
Education
NYU 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Daniel Knight's Evercore Experience August 2013 - Present
Job Investment Banking Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2013 - Present
UBS Investment Bank July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Union Pacific Railroad May 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
Marquette University 2008 — 2011
Finance
University of Nebraska-Lincoln 2006 — 2008
Evercore August 2013 - Present
UBS Investment Bank July 2011 - August 2013
Goldman Sachs June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Union Pacific Railroad May 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
Marquette University 2008 — 2011
Finance
University of Nebraska-Lincoln 2006 — 2008
Marshall Watkins's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2015 - Present
Fred Alger Management, Inc. June 2014 - August 2014
American Enterprise Institute September 2013 - December 2013
Stanford University June 2013 - August 2013
Cabras Marine Corporation June 2012 - July 2012
U.S. House of Representatives July 2011 - August 2011
Holman Fenwick Willan LLP July 2010 - July 2010
Skills
Research, Editing, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
St. Paul's School 2006 — 2011
Maths, Further Maths, Economics, History
Evercore June 2015 - Present
Fred Alger Management, Inc. June 2014 - August 2014
American Enterprise Institute September 2013 - December 2013
Stanford University June 2013 - August 2013
Cabras Marine Corporation June 2012 - July 2012
U.S. House of Representatives July 2011 - August 2011
Holman Fenwick Willan LLP July 2010 - July 2010
Skills
Research, Editing, Data Analysis, Microsoft Excel, Microsoft Office, PowerPoint, Financial Modeling
Education
Stanford University 2011 — 2015
Bachelor of Arts (B.A.), Economics
St. Paul's School 2006 — 2011
Maths, Further Maths, Economics, History
Nishant Nayar's Evercore Experience June 2015 - Present
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
Shore Capital Partners April 2013 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Deloitte July 2012 - July 2012
Kellogg School of Management October 2011 - January 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry (Concentration: Materials Science and Nanotechnology)
John Marshall HIgh School 2007 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
Shore Capital Partners April 2013 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Deloitte July 2012 - July 2012
Kellogg School of Management October 2011 - January 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry (Concentration: Materials Science and Nanotechnology)
John Marshall HIgh School 2007 — 2011
Hunter Hibler's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry Financial Services
Experience
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Precision Drilling May 2012 - August 2012
Education
Texas A&M University 2010 — 2014
Evercore June 2014 - Present
Evercore June 2013 - August 2013
Precision Drilling May 2012 - August 2012
Education
Texas A&M University 2010 — 2014
Seunghee Kang's Evercore Experience June 2014 - Present
Job Investment Banking Analyst at Evercore
Industry
Experience
Evercore June 2014 - Present
The Wharton School January 2014 - May 2014
Citi June 2013 - August 2013
The Wharton School January 2013 - May 2013
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Finance, Summa Cum Laude
Evercore June 2014 - Present
The Wharton School January 2014 - May 2014
Citi June 2013 - August 2013
The Wharton School January 2013 - May 2013
Education
University of Pennsylvania 2010 — 2014
Bachelor's Degree, Finance, Summa Cum Laude
Donna Rankin's Evercore Experience June 2015 - Present
Job Account Payable Specialist at Evercore
Industry Investment Management
Experience
Evercore June 2015 - Present
Pratt Area Community Council February 2014 - April 2015
Jennison Associates LLC December 2014 - February 2015
CV Starr June 2014 - August 2014
Avenue Capital Group September 2009 - December 2013
International Securities Exchange (ISE) March 2009 - September 2009
FACE The Music productions April 2003 - September 2005
Skills
Customer Service, Hedge Funds, Accounting, Management, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Accounts Payable, Microsoft Excel, Travel and Expense...
Education
Temple University
Bachelor's degree, Communication, General
Evercore June 2015 - Present
Pratt Area Community Council February 2014 - April 2015
Jennison Associates LLC December 2014 - February 2015
CV Starr June 2014 - August 2014
Avenue Capital Group September 2009 - December 2013
International Securities Exchange (ISE) March 2009 - September 2009
FACE The Music productions April 2003 - September 2005
Skills
Customer Service, Hedge Funds, Accounting, Management, Financial Analysis, Financial Reporting, Microsoft Office, Microsoft Word, Accounts Payable, Microsoft Excel, Travel and Expense...
Education
Temple University
Bachelor's degree, Communication, General
Matthew C. Levine's Evercore Experience March 2015 - Present
Job Director at Evercore
Industry Law Practice
Experience
Evercore March 2015 - Present
Goldman Sachs 2011 - March 2015
Axiom 2005 - 2011
TerraFusion, Inc. 2003 - 2005
Bowne 1999 - 2003
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1996 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Law, Corporate Governance, Securities Regulation, Private Equity, Due Diligence, Investment Banking, Litigation, Capital Markets, Commercial Litigation, Intellectual Property, Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2006
Master of Business Administration (MBA)
New York University School of Law 1993 — 1996
Doctor of Law (JD)
Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Religion/Religious Studies
Evercore March 2015 - Present
Goldman Sachs 2011 - March 2015
Axiom 2005 - 2011
TerraFusion, Inc. 2003 - 2005
Bowne 1999 - 2003
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1996 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Law, Corporate Governance, Securities Regulation, Private Equity, Due Diligence, Investment Banking, Litigation, Capital Markets, Commercial Litigation, Intellectual Property, Investments
Education
New York University - Leonard N. Stern School of Business 2001 — 2006
Master of Business Administration (MBA)
New York University School of Law 1993 — 1996
Doctor of Law (JD)
Wesleyan University 1988 — 1992
Bachelor of Arts (B.A.), Religion/Religious Studies
Max Goldberg's Evercore Experience June 2015 - Present
Job Investment Banking Summer Analyst at Evercore
Industry
Experience
Evercore June 2015 - Present
Capstone Equities Capital Management LP June 2014 - August 2014
Strategic Financial Asset and Portfolio Management June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Evercore June 2015 - Present
Capstone Equities Capital Management LP June 2014 - August 2014
Strategic Financial Asset and Portfolio Management June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2016
Hira Mahmood's Evercore Experience February 2015 - Present
Job at
Industry Financial Services
Experience
Evercore February 2015 - Present
CLSA January 2014 - January 2015
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Applied Science (BASc)
Evercore February 2015 - Present
CLSA January 2014 - January 2015
Education
Pace University - Lubin School of Business 2008 — 2012
Bachelor of Applied Science (BASc)
Anthony Ferraro's Evercore Experience August 2013 - August 2015
Job Director at PwC FS SALT
Industry Accounting
Experience
PwC September 2015 - Present
Evercore August 2013 - August 2015
PwC January 2006 - August 2013
Skills
Tax Accounting, Partnership Taxation, Corporate Tax, Client Relations, CPA, Tax Advisory, Private Equity, Accounting
Education
Loyola University Maryland
Bachelor of Arts (B.A.), History
Pace University - Lubin School of Business
Master of Business Administration (MBA), Accounting
PwC September 2015 - Present
Evercore August 2013 - August 2015
PwC January 2006 - August 2013
Skills
Tax Accounting, Partnership Taxation, Corporate Tax, Client Relations, CPA, Tax Advisory, Private Equity, Accounting
Education
Loyola University Maryland
Bachelor of Arts (B.A.), History
Pace University - Lubin School of Business
Master of Business Administration (MBA), Accounting
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS