Evercore Partners
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 Partners Employees
Salesforce 2015 - Present
Twitter 2014 - 2015
TuneIn 2013 - 2013
Hattery 2012 - 2013
Evercore Partners 2007 - 2010
Google 2007 - 2007
Citigroup 2005 - 2006
Skills
Corporate Finance, Investment Banking, Capital Markets, Private Equity, Financial Modeling, Valuation, Negotiation, Client Presentation, Sales Operations, International, P&L Forecasting, P&L Financial Management, Marketing, Search Advertising, Venture Capital, Early-stage Startups, Strategic Partnerships, Seed Capital, Start-ups, Business Planning, Equities, Finance, Portfolio Management, Business Development, Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Managment, Finance, Entrepreneurship
Harvard University 2001 — 2005
BA, Economics
Horace Mann School 1997 — 2001
High School
GCM Grosvenor November 2014 - Present
Credit Suisse January 2007 - November 2014
Evercore Partners September 2004 - December 2006
Resurgence Asset Management LLC February 2003 - September 2004
KPMG September 1997 - January 2003
Skills
Investments, Private Equity, Tax, Accounting, Hedge Funds, Financial Analysis, Asset Management, Mutual Funds
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA)
Evercore Partners June 2012 - Present
Evercore Partners December 2010 - June 2012
M&T Bank July 2010 - November 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ, Bloomberg, Brazilian Portuguese, Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Financial Analysis
Education
Cornell University 2006 — 2010
Bachelor's Degree, Applied Economics and Management, Finance, Cum Laude
Evercore Partners April 2011 - Present
Miller Buckfire March 2001 - December 2010
Merrill Lynch July 1998 - December 2000
Merrill Lynch July 1992 - December 1996
Education
Harvard Business School 1996 — 1998
MBA
University of Pennsylvania 1988 — 1992
BA, Economics (minor: Japanese Studies)
Fort Warren Capital July 2013 - Present
Regiment Capital Advisors LP May 2008 - July 2013
GSO Capital Partners February 2006 - May 2008
Evercore Partners July 1999 - February 2006
Donaldson, Lufkin & Jenrette August 1996 - June 1999
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Capital Markets, Valuation, LBO, Equities, Investments, Portfolio Management, Private Equity, Equity Research, Fixed Income, Investment Management
Education
John Glenn
Harvard College 1986 — 1990
AB, Economics
MIT Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Stone Point Capital 2011 - Present
Evercore Partners 2007 - 2011
Welsh, Carson, Anderson & Stowe 2000 - 2007
J. H. Whitney & Co. 1994 - 2000
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Investments, Investment Banking, Corporate Development
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
Boston College 1985 — 1989
Bachelor of Science (BS), Accounting and Finance
William Morris Endeavor August 2012 - July 2014
Silver Lake Partners July 2010 - August 2012
Evercore Partners July 2008 - July 2010
Skills
Mergers & Acquisitions, Corporate Development, Business Development, Financial Modeling, Valuation, Investment Banking, Venture Capital, LBO, Corporate Finance, Private Equity, Emerging Markets, Bloomberg
Education
Harvard Business School 2014 — 2016
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelors of Science in Economics
Leggat McCall Properties June 2015 - Present
LionTree Advisors April 2013 - June 2014
Evercore Partners August 2010 - April 2013
FreeCause 2009 - 2009
Skills
Equity Research, Financial Modeling, Bloomberg, Valuation, Investment Banking, Hedge Funds, Capital Markets, Equities
Education
Tufts University 2014 — 2017
Master's Degree, Urban and Environmental Planing and Policy
Boston College 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
B.A., Economics, Music
Evercore Partners March 2011 - Present
AIG December 2010 - March 2011
Oracle Corporation North America Consulting August 2009 - December 2010
PepsiCo January 2008 - July 2008
Education
Penn State University 2005 — 2009
Bachelor Science, Supply Chain and Information Systems, Minor International Business, Minor Chinese Language
Donghua University
Venture Lab 2013 - Present
Various 2013 - Present
Evercore Partners 2010 - 2013
Catalyst Microfinance Investors 2007 - 2008
Ujjivan Financial Services 2006 - 2007
Deloitte 2004 - 2006
Skills
LBO, Valuation, Financial Modeling, Corporate Finance, Private Equity, Investment Banking, M&A experience, Venture Capital, Equities
Education
Columbia Business School 2008 — 2010
MBA
University of Pennsylvania 2000 — 2004
BA
Entrust Datacard December 2014 - Present
Datacard Group October 2013 - December 2014
Netrix IT May 2013 - October 2013
Evercore Partners February 2012 - April 2013
Marjorie Doyle Rockwell Center August 2011 - March 2012
Samaritan Hospital June 2008 - May 2009
Skills
Public Speaking, Microsoft Office, Data Analysis, Public Relations, Customer Service, Team Building, Strategic Planning, Research, Computer Hardware, Software Installation, Team Leadership, Technical Leadership, Blackberry Enterprise..., Polycom, LifeSize Video..., Factset Troubleshooting, RSA Tokens, WebEx, Active Directory, Remote Desktop, Blackberry OS, Event Planning, Non-profits, Community Outreach, HRIS, Talent Acquisition, Performance Management, Management, Citrix, Disaster Recovery, Nonprofits, CRM, Troubleshooting, System Administration, Operating Systems, Microsoft Exchange, SharePoint, Access, Vendor Management, Hardware, Data Center, Databases, Program Management, Laptops, Help Desk Support, Windows Server, Process Improvement, Servers, DNS, IT Management
Education
Colorado Technical University 2013 — 2014
Master of Science (M.S.) in Management, Information Technology Project Management
SUNY Albany 2010 — 2011
BA, Psychology
BofA Merrill Lynch June 2014 - Present
Evercore Partners August 2011 - June 2014
Enoch Capital June 2010 - September 2010
Morgan Stanley July 2006 - July 2009
Shinsei Bank June 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Strategic Management, Finance
Duke University 2003 — 2006
BS, Economics, Biology
Simpson Thacher & Bartlett LLP May 2012 - August 2012
Supreme Court Institute August 2011 - May 2012
Hon. Darrell L. Gavrin, New York State Supreme Court June 2011 - July 2011
New York State Senate September 2009 - August 2010
Midtown Pregnancy Support Center February 2005 - April 2010
Office of NY State Senator Pedro Espada, Jr. January 2009 - July 2009
Soundview Healthcare Network May 2006 - January 2009
Manhattan Global Investors June 2008 - September 2008
Colden Capital Management April 2006 - May 2008
Evercore Partners 2005 - 2006
Skills
Managing Expectations, Managing High..., Business Valuation, Equity Valuation, Legal Advice, Legal Research, Legal Writing, Mediation, Alternative Dispute..., Policy, Negotiation, Public Speaking, Politics, Mandarin, Microsoft Office, Exceeding Expectations, Valuation, Hedge Funds, Research, Finance, Due Diligence, Mergers & Acquisitions
Education
Georgetown University Law Center 2010 — 2013
Doctor of Law (J.D.), Cum Laude
Cornell University 1999 — 2003
BS, Applied Economics & Management
Evercore Partners January 2010 - Present
Eze Castle Integration February 2007 - January 2010
Skills
Disaster Recovery, Vendor Management, Data Center, Mergers, IT Strategy, Mergers & Acquisitions, Infrastructure, Troubleshooting, Business Continuity, ITIL, Integration, Project Management, Active Directory, IT Management, Cloud Computing
Education
DeVry University
Blue Apron June 2015 - Present
Blue Apron February 2014 - June 2015
Fab.com July 2013 - February 2014
WineMe/FirstCrush (DreamIt Ventures NYC '12) October 2011 - November 2012
Time Warner Investments August 2009 - August 2011
Evercore Partners July 2007 - July 2009
Morgan Stanley June 2007 - August 2007
JPMorgan June 2005 - August 2005
Skills
Venture Capital, Digital Media, Early Stage Companies, Valuation, Internet, Financial Analysis, Corporate Finance, Start-ups, Investments, Entrepreneurship, Product Development, Entrepreneur, Social Media, Product Management, E-commerce, Wine, Customer Acquisition, Digital Marketing, Wireframes, Offline Marketing, Business Development, Strategic Partnerships, SQL, Market Research, Mobile Devices, Product Marketing, Online Advertising, Marketing Strategy, Mobile Applications, Social Media Marketing, Due Diligence, User Experience, Marketing, Corporate Development, Competitive Analysis, Social Networking, Digital Strategy, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA with Distinction, Entrepreneurship, Technology, Graduated with Distinction (top 15% in both years)
University of Virginia 2003 — 2007
BS in Commerce, with Distinction, Finance, Accounting, Economics, Cumulative GPA: 3.9
Taipei Municipal First Girls' Senior High School 2000 — 2003
High School Diploma
LG Capital April 2014 - Present
Evercore Partners August 2012 - April 2014
The Wharton School August 2010 - May 2012
Moelis & Company June 2011 - August 2011
Chesapeake Partners February 2008 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, General
Amherst College 2002 — 2006
BA
AQR Capital Management June 2015 - Present
AQR Capital Management September 2013 - June 2015
Evercore Partners June 2013 - August 2013
Ralph Lauren June 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, SnagIt, SAP, Captivate, Articulate Studio, Learning Management..., Tutoring, Educational Leadership, Human Resources, Recruiting
Education
Bucknell University 2009 — 2013
Bachelor of Arts (B.A.), Psychology and Education, Magna Cum Laude
Greenwich Academy 2000 — 2009
Evercore Partners January 2012 - Present
Ariel Investments March 2005 - January 2012
Little Black Pearl October 2004 - March 2005
Harpo Productions June 1993 - June 2004
Skills
Public Relations, Event Management, Non-profits, Event Planning, Social Media Marketing, Contract Negotiation, Social Media, Business Development, Public Speaking, Fundraising, Marketing, Leadership, Marketing Communications, Strategic Planning, Nonprofits, Entrepreneurship, Customer Service, Management
Education
Columbia College Chicago 1989 — 1993
Bachelor of Arts, Television Production
Eastern Illinois University 1988 — 1989
Communications
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Goldman Sachs July 2008 - June 2012
Skills
Equity Research, Fixed Income, Microsoft Excel, Financial Analysis, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Equities, Investments
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Dean's Honors & Distinction
Dartmouth College 2007 — 2008
BE, Engineering
Dartmouth College 2003 — 2007
AB, Engineering Sciences
WL Ross & Co. LLC September 2013 - Present
Barclays Private Credit Partners May 2011 - August 2013
Evercore Partners July 2008 - April 2011
UBS Investment Bank July 2007 - July 2008
UBS Investment Bank June 2006 - August 2006
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Investments, LBO, Credit, Valuation, Recapitalizations, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Hedge Funds, Bloomberg, Due Diligence, Leveraged Finance, Fixed Income
Education
McGill University 2004 — 2007
B.A., Honours Economics and Finance
Carnegie Mellon University 2003 — 2004
Transfer, Economics and Finance
New England Conservatory of Music 2000 — 2003
Hingham High School 1999 — 2003
Evercore Partners 2007 - Present
RTM Productions April 2006 - May 2007
Century 21 City June 2003 - June 2005
Clear Channel Radio 1996 - 2000
Prudencial Florida Realty 1996 - 1998
Prudencial Florida Realty 1996 - 1998
Skills
Microsoft Office, Communication skills, Singing, Concur, Multiple phone lines, Licensed Florida Real..., Booking Travel, Licensing, PABX, Travel Agency, Outlook, Administrative..., Due Diligence, PeopleSoft, Telephone Skills, Access, Expenses, Office Administration, Microsoft Excel, Fax, Real Estate, Office Management, Administrative...
Education
Gold Coast School of Real Estate 2005 — 2005
Licenced Real Estate Agent, Real Estate
Wantagh High School 1973 — 1977
Regence Diploma
Five Towns College
Hofstra University
Evercore Partners 2011 - Present
Iron Mountain 2010 - Present
Jefferies & Company 2003 - 2010
Broadview International 1996 - 2003
Broadview International 1987 - 1996
Skills
Mergers, Corporate Development, IPO, Venture Capital, IT Strategy, Strategy, Mergers & Acquisitions, Restructuring, Private Placements, Private Equity, Divestitures, Trading, Financial Services, Entrepreneurship, Investment Banking, Start-ups, M&A experience, Strategic Partnerships, Investment Management, Business Development, Management, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Valuation
Education
Harvard Business School 1982 — 1984
MBA
Boston College - Carroll School of Management 1976 — 1980
BS
BlackRock May 2015 - Present
BlackRock August 2014 - April 2015
BlackRock May 2013 - August 2013
Evercore Partners April 2012 - August 2012
US Army August 2002 - July 2010
Skills
Microsoft Office, Microsoft Excel, Leadership, Program Management, Strategic Planning, Research, Finance, Military, Security Clearance, Public Speaking, PowerPoint, Team Building, Microsoft Word, Military Operations, DoD, Military Experience, Economics, Series 7, Series 66
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
86Research Ltd. August 2015 - Present
Evercore Partners March 2012 - March 2015
Collins Stewart September 2011 - April 2012
Susquehanna International Group (SIG) April 2007 - January 2011
Nollenberger Capital Partners November 2005 - April 2007
Fulcrum Global Partners September 2001 - November 2005
Furman Selz LLC 1998 - 2001
UBS 1997 - 1999
Dean Witter Reynolds, Inc. 1989 - 1997
Skills
NASD - Series 7, 24,..., Equity Research, Hedge Funds, Series 7, Capital Markets, Equities
Education
Harvard University
Bachelor of Arts, English and American Literature
Choate Rosemary Hall
KBW September 2014 - Present
Evercore Partners July 2012 - September 2014
BNY Mellon June 2010 - August 2010
Skills
Valuation, PowerPoint, Portfolio Management, Microsoft Office, Microsoft Excel, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Financial Analysis, Equities, Corporate Finance, Bloomberg, Alternative Investments
Education
Bucknell University 2008 — 2012
Bachelor's, Economics
Evercore Partners August 2013 - Present
HSBC Securities August 2012 - August 2013
Education
Boston University Questrom School of Business 2008 — 2012
BSBA, Finance and Operations Management
Nonlinear Films January 2014 - Present
OppenheimerFunds May 2013 - Present
SWB Films September 2012 - Present
Evercore Partners September 2006 - May 2013
Skills
Digital Media, PowerPoint, Public Relations, Social Networking, Advertising, Social Media Marketing, Marketing, Sales
Education
SUNY Binghamton 1999 — 2003
ba, history
Bank of America Merrill Lynch 2013 - Present
Evercore Partners 2009 - 2012
Lehman Brothers 2006 - 2008
Morgan Stanley 1994 - 2005
Skills
Hedge Funds, Equity Research, Telecommunications, Valuation, Investment Banking, Mergers, Finance, Series 7, Equities, Capital Markets, Mergers & Acquisitions, Investment Management, Investments, Financial Modeling, LBO, Private Equity, Alternative Investments, Bloomberg, Fixed Income, Equity Valuation, Emerging Markets, Equity Trading, Securities, Derivatives, Asset Management, IPO, High Yield, Investor Relations, Corporate Development, Equity Derivatives, Financial Markets, Portfolio Management, Financial Structuring, Investment Strategies, Bonds, Corporate Finance, Trading, Venture Capital
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
Cornell University 1981 — 1985
BA
Stuyvesant High School
Evercore Partners June 2013 - Present
Bank of America Merrill Lynch June 2012 - August 2012
Columbia University, Department of Public Safety November 2010 - May 2012
GE Aviation May 2011 - August 2011
Columbia Daily Spectator January 2011 - May 2011
isee systems July 2009 - August 2009
Skills
Financial Modeling, Investment Banking, Microsoft Excel, Microsoft Office, Finance, Valuation, Analysis, Financial Analysis, PowerPoint, Research
Education
Columbia University in the City of New York 2010 — 2013
Bachelor of Arts (B.A.), Economics-Mathematics, Magna Cum Laude
Hitchwood Capital April 2015 - Present
Apollo Global Management LLC August 2013 - April 2015
Evercore Partners June 2011 - June 2013
Harvard Extension School September 2009 - May 2011
Macquarie Capital Funds June 2010 - August 2010
Harvard College Consulting Group September 2007 - July 2010
Ivy Insiders March 2009 - August 2009
J.P. Morgan June 2008 - August 2008
Skills
Stata, Economics, Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, Bloomberg, Entrepreneurship, PowerPoint, Research, Data Analysis, Corporate Finance, Public Speaking, Private Equity, Due Diligence, Strategy, Investments
Education
Harvard University 2007 — 2011
A.B. degree, Applied Mathematics; Secondary in Statistics, Chinese Language Citation
Cupertino High School 2003 — 2007
KKR July 2013 - July 2015
Evercore Partners June 2011 - June 2013
Talara Capital Management October 2010 - May 2011
Graham Capital Management May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
Evercore August 2013 - Present
Evercore Partners 2012 - 2012
Bloomberg October 2008 - June 2011
Bloomberg March 2007 - September 2008
Hogan & Hartson February 2006 - March 2007
Corporate Executive Board July 2005 - February 2006
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Bloomberg, Financial Markets, Equities, Finance, Portfolio Management, Capital Markets, Analytics, Corporate Finance
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
New York University 2007 — 2008
Certificate, Portfolio Management
University of Michigan 2001 — 2005
BA, Economics
Ackman-Ziff April 2013 - Present
Evercore Partners February 2011 - March 2013
Lazard 2009 - 2011
Lehman Brothers 2006 - 2009
Skills
Investment Banking, Valuation, Structured Finance, Equities, Bloomberg, Commercial Real Estate, Special Situations, Debt, Programming, Factset, Excel, Restructuring, Trading, Microsoft Excel, Mergers & Acquisitions, M&A execution, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Business Law & Corporate Finance
Dartmouth College 1998 — 2002
BS, Computer Science
Milton Academy 1995 — 1998
St. Bernards 1985 — 1994
Grade School
Evercore August 2013 - Present
Columbia Business School August 2011 - May 2013
Evercore Partners June 2012 - August 2012
US Army October 2008 - August 2011
US Army May 2005 - October 2008
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA), Finance and Economics
United States Military Academy at West Point 2001 — 2005
Bachelor of Science, International & Strategic History
Deutsche Bank 2014 - Present
Evercore Partners 2012 - 2014
McGraw Hill Financial 2011 - 2012
BofA Merrill Lynch 2004 - 2011
CIBC Oppenheimer 1999 - 2002
Education
Duke University 2002 — 2004
MBA
Cornell University 1995 — 1999
BA, Economics
US Army May 2012 - Present
Booz Allen Hamilton July 2010 - May 2012
Evercore Partners March 2009 - July 2010
Barclays Investment Bank August 2008 - January 2009
Lehman Brothers June 2007 - August 2007
US Army May 2000 - August 2006
Skills
Strategic Planning, Financial Analysis, Corporate Finance, Leadership, Investments, Strategy, Economics, Financial Modeling, Business Process Design, Mergers & Acquisitions, Government, Policy, Military, Program Management, Valuation, Investment Banking, Security Clearance, International Relations, Intelligence Analysis, Training, Due Diligence, Finance, Foreign Policy, Essbase, DoD, Command, Management, Operational Planning, National Security, Organizational..., Army, Business Process, Business Analysis, Business Strategy, Military Experience, Hyperion Enterprise, Hyperion, Defense, Writing, Strategic Communications, Intelligence, Counterinsurgency, Security, Federal Government, Strategic Financial..., Leadership Development, Analysis
Education
Georgetown University 2014 — 2016
Master of Arts (M.A.), Security Studies
University of Virginia Darden School of Business 2006 — 2008
Master of Business Administration
United States Military Academy at West Point 1996 — 2000
BS, Economics
Lake Howell High School 1992 — 1996
High School
Citadel LLC November 2013 - Present
General Assembly June 2012 - August 2012
MidOcean Partners October 2009 - July 2011
Sun Capital Partners July 2008 - September 2009
Evercore Partners July 2006 - June 2008
Skills
Entrepreneurship, Financial Modeling, Valuation, Private Equity, Investment Banking, LBO, Due Diligence, Corporate Finance, Venture Capital, Mergers, Bloomberg, DCF, Capital IQ, Financial Analysis, Equities, Capital Markets, Mergers & Acquisitions, Start-ups, Strategy, Finance
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Entrepreneurship, General Management, 760 GMAT (99th percentile)
Brandeis University International Business School 2005 — 2006
Master of Arts (M.A.), International Economics and Finance, 3.6
Brandeis University 2002 — 2005
Bachelor of Arts (B.A.), Economics, Philosophy, 3.6
The Hebrew University 2004 — 2004
Goldman Sachs July 2014 - Present
Evercore Partners June 2013 - August 2013
Claremont McKenna College January 2011 - May 2012
Skills
Corporate Finance, Economics, Equities, Investments, Corporate Governance, Financial Modeling, Stata, Due Diligence, Mergers & Acquisitions, Microsoft Excel, Research
Education
Claremont McKenna College 2013 — 2014
Master's degree, Finance, Senior
Pitzer College 2010 — 2014
Bachelor's degree, Economics, Senior
Wolfe Research 2011 - 2014
Evercore Partners 2011 - 2011
Osmium Partners 2010 - 2010
Ernst & Young 2006 - 2009
Deloitte 2004 - 2006
Skills
Equities, Equity Research, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Accounting, Corporate Tax, Corporate Actions, Investments, Portfolio Management, Venture Capital, Bloomberg, Competitive Analysis, Tax, Hedge Funds, DCF, Derivatives, Corporate Development, Bloomberg Terminal, Financial Markets, LBO, Quantitative Finance, Leveraged Finance, Investment Strategies, Capital IQ, Quantitative Analytics, M&A experience, Equity Trading, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
University of Southern California 2003 — 2004
MS
University of Southern California 1999 — 2003
BS
Punahou School 1990 — 1999
HS
ABC Television / The Chew July 2011 - March 2012
Broadway World Wide January 2011 - January 2011
CBS Television Distribution February 2007 - June 2009
CBS Television Distribution May 2006 - February 2007
CBS Television Distribution January 2006 - May 2006
Evercore Partners October 2005 - January 2006
Cutler Majestic Theatre September 2003 - September 2005
Radio City Music Hall August 2001 - December 2002
Skills
Television, Video Production, Social Media, Video, Entertainment, Editing, Final Cut Pro, Digital Media, Video Editing, Event Management, Facebook, Social Networking, Avid, Post Production
Education
Emerson College 2003 — 2005
MA
Northeastern University 1997 — 2002
BA
Studio Arts Center International 2000 — 2000
Semester Abroad
Morrison & Foerster LLP June 2015 - Present
Morrison & Foerster LLP January 2014 - Present
Morrison & Foerster LLP September 2009 - Present
S.K.I.P January 2006 - September 2011
Wolf Haldenstein Adler Freeman & Herz LLP August 2008 - August 2009
Evercore Partners October 2005 - August 2008
Pali Capital January 2002 - October 2005
Footlocker, Time Sq. November 2003 - May 2004
The Bombay Company January 2002 - November 2002
Skills
PowerPoint, Microsoft Excel, Outlook, Online Research, Blackberry, Microsoft Office Xp, Mac OS, iPhone, iPad, Microsoft Office, Microsoft Word, Administrative..., Customer Service, Marketing, Networking, Process Scheduler, Retail, Negotiation, Human Resources, Budget, Research, Spanish, Contract Negotiation, Time Management, Vendor Management, Social Media, Budgets, Event Management, Strategic Planning, Employee Relations, Teamwork, Team Building, Fundraising, Project Planning, Training, Software Documentation, Leadership, Office Management, Recruiting, Policy, Sales, Access, Analysis, Administrative...
Education
Colorado Technical University 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Colorado Technical University 2012 — 2014
Master of Business Administration (M.B.A.), Operations Management and Supervision
Colorado Technical University 2005 — 2007
BSBA, Business Administration
City University of New York-Hunter College 2004 — 2005
Business/Science
Borough of Manhattan Community College 2002 — 2003
Liberal Arts
Cathedral High School 1997 — 2001
Diploma, Business/ Medical
Stifel Financial Corp. October 2012 - Present
Evercore Partners July 2010 - August 2012
Bridgetown Capital Partners April 2009 - June 2010
Merrill Lynch January 2007 - March 2009
Merrill Lynch June 2000 - December 2006
Arthur Andersen August 1997 - June 2000
Arthur Andersen June 1996 - August 1996
Coopers & Lybrand June 1995 - August 1995
Skills
Valuation, Due Diligence, Deal Structuring, Private Equity, Corporate Finance, IPO, Mergers, Financial Modeling, Strategic Planning, Negotiation, Team Building, Research, Financial Analysis, Business Planning, Start-ups, Problem Solving, Business Strategy, Divestitures, Joint Ventures, DCF, Business Valuation, Debt, Structuring, Corporate Development, LBO, Deal Sourcing
Education
University of Pennsylvania - The Wharton School 2004 — 2004
Executive Education, Finance
Georgetown University 1993 — 1997
BS, Business Administration: Accounting / Finance
Bellarmine College Preparatory 1989 — 1993
High School
Evercore Partners July 2012 - Present
KBW March 2010 - June 2012
Darling Consulting Group March 2009 - March 2010
Skills
Series 7
Education
Babson College 2005 — 2009
Bachelor of Science (BS), Finance, General
London School of Economics and Political Science 2007 — 2008
Bachelor of Science (BS), Finance, General
Evercore Partners July 2013 - Present
Apple Inc. August 2011 - July 2013
Skills
Real Estate, Mergers & Acquisitions, Commercial Real Estate, Real Estate Development, Leases, Financial Modeling, Management, Sales, Valuation, Financial Analysis, Market Analysis, Contract Negotiation, Finance, Due Diligence, Investments, Microsoft Excel, Microsoft Office, PowerPoint
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
Bachelor of Science (B.S.)
Sacred Heart Preparatory, Atherton, CA 2003 — 2007
Fidelity Investments March 2015 - Present
Fidelity Investments September 2013 - February 2015
Gettysburg College January 2013 - May 2013
Evercore Partners January 2013 - February 2013
PartnerRe Capital Markets Group June 2012 - August 2012
Fairfield County Hunt Club May 2011 - August 2011
NBCUniversal, Inc. July 2011 - July 2011
Brooklawn Country Club June 2007 - August 2010
Skills
Series 7, Series 63, Research, Public Speaking, History, Fundraising, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Legal Research, Social Media
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), History
Fairfield Ludlowe High School 2005 — 2009
KarpReilly, LLC August 2014 - Present
Evercore Partners June 2012 - July 2014
Evercore Partners May 2011 - August 2011
Skills
Valuation, Financial Modeling, Investment Banking, LBO, Due Diligence, Financial Analysis, M&A experience, Mergers & Acquisitions, Securities, Private Placements, Economics, Financial Markets, Equity Research, Portfolio Management, Restructuring, IPO, Special Situations, DCF, Alternative Investments, Asset Management, Derivatives, Emerging Markets, Business Valuation, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Comillas Pontifical University / ICADE 2010 — 2011
John F. Kennedy High School 2004 — 2008
Sandler O'Neill & Partners, L.P. July 2014 - Present
Northwestern University August 2011 - June 2014
Evercore Partners June 2013 - August 2013
Beach Point Capital Management July 2011 - August 2011
Cambridge Associates July 2006 - July 2011
Cambridge Associates July 2006 - July 2010
Skills
Hedge Funds, Alternative Investments, Due Diligence, Asset Allocation, Financial Analysis, Equities, Fixed Income, Economics, Derivatives, Investment Management, Investment Strategies
Education
Northwestern University - Kellogg School of Management 2011 — 2014
MBA, Finance
Northwestern University School of Law 2011 — 2014
JD
Bates College 2000 — 2004
BS, Economics
The Hotchkiss School 1999 — 2000
Symantec 2015 - Present
Symantec 2013 - 2014
Symantec 2011 - 2013
Symantec 2010 - 2011
Symantec 2009 - 2010
Evercore Partners 2008 - 2008
Micron Technology 2003 - 2007
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration
University of Minnesota-Twin Cities
Master of Science
Bangalore University
Bachelor of Engineering
EdTech Startup 2014 - Present
Follow Us LLC September 2013 - Present
Freelance August 2013 - Present
NYC Department of Education November 2013 - June 2014
Success Academy Charter Schools July 2012 - November 2013
FuelEd Schools February 2012 - July 2012
Evercore Partners July 2009 - July 2011
Skills
Financial Modeling, Strategy, Finance, Investment Banking, Restructuring, Cash Flow, Data Analysis, Research, Stata, Qualitative Research, Entrepreneurship, Financial Analysis, Curriculum Design, Start-ups, Public Speaking, Training, Teaching, Management
Education
Harvard University Graduate School of Education 2011 — 2012
Master of Education (M.Ed.)
University of Pennsylvania 2005 — 2009
BA/BS, International Studies and Business
Gray Box Software July 2011 - June 2015
The Blackstone Group September 2006 - June 2011
Evercore Partners September 2005 - March 2006
The Blackstone Group July 1999 - July 2004
Sumitomo Bank Securities May 1997 - July 1999
Golodetz Group August 1985 - May 1997
Skills
Business Planning, Private Equity, Portfolio Management, Finance, Project Management, Start-ups, Financial Reporting, Asset Management, Asset Managment, Mergers & Acquisitions, Financial Analysis, Data Warehousing, Microsoft Excel, Leadership, Equities, Visual Basic, Management, Business Development, Accounting, Investments, Analysis, Auditing, Valuation
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Finance
Union College 1981 — 1985
BS, Computer Science
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
My HR Department 2014 - Present
Ayers Group 2000 - Present
Westport Business Solutions September 2010 - 2013
Con Edison June 2007 - 2012
Evercore Partners August 2006 - February 2007
Compass International Services Corp 1998 - 1999
Cowles Business Media 1992 - 1998
Hilton 1986 - 1991
Skills
Leadership Development, Human Resources, Training, Talent Management, Employee Engagement, Employee Benefits, Career Development, Performance Management, Coaching, Executive Coaching, Leadership, Succession Planning, Labor Relations, Organizational..., Employee Relations, Legal Compliance, Management Skills..., Mergers, Change Management, Mergers & Acquisitions, Management Consulting, Recruiting, Onboarding, Interviews, Employee Training, HR Consulting, Workforce Planning, Start-ups, Organizational..., Organizational Design, Personnel Management, Talent Acquisition, Workshop Facilitation, Conflict Resolution, Career Counseling, Deferred Compensation, 360 Feedback, College Recruiting, Management Development, Career Management, Resume Writing, Culture Change, Executive Development, Executive Search, Job Coaching, Applicant Tracking..., Training Delivery, HRIS, HR Policies, Technical Recruiting
Education
Antioch University
M.Ed, Human Services
Northeastern University
B.A., Liberal Arts
Stonington Capital Advisors September 2012 - Present
D-Spin Beverages LLC August 2012 - Present
Evercore Partners February 2010 - September 2012
Neuberger Berman/ Lehman Brothers February 2007 - February 2010
Citigroup Alternative Investments 2002 - 2007
Fried Frank 2000 - 2002
Seward & Kissel LLP 1998 - 2000
Skills
Fundraising, Fund Selection, Sales Management, Due Diligence, Product Development, Product Management, Alternative Investments, Hedge Funds, Private Equity, Private Placements, Fund Accounting, Financial Markets, Securities Regulation, Structured Finance, Capital Markets, Financial Structuring, Mutual Funds, Fund Of Funds, Capital Raising, Mezzanine, Investments, Venture Capital, Series 7, Securities, Funding, Emerging Markets, Financial Modeling, Corporate Finance, Investment Banking, FINRA, Equities, Valuation, Investment Management, Investor Relations, Fixed Income, Corporate Development, Asset Management, Equity Research, M&A experience, IPO, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 1996 — 1998
MBA, Corporate Finance, Investment Management
Cornell Law School 1993 — 1996
JD, Corporate/ Business/ Finance
Middlebury College 1990 — 1993
BA, Economics
Western Reserve Academy 1985 — 1989
Evercore Partners October 2011 - Present
Bank of America Merrill Lynch June 2008 - September 2011
Merrill Lynch June 2006 - June 2008
Merrill Lynch June 2005 - August 2005
Skills
Credit Risk, Wealth Management, Business Development, Investment Banking, Strategy, Corporate Finance, Valuation, Financial Modeling, Capital Markets, Fixed Income
Education
Cornell University 2002 — 2006
Bachelor of Science, Applied Economics & Management
Marymount School of New York 1998 — 2002
Blue Anchor Capital January 2015 - Present
Danziger Family Investments, LLC 2013 - December 2014
Sigma Capital October 2008 - May 2011
Evercore Partners March 2007 - October 2008
Banc of America Securities 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Hedge Funds, Private Equity
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Georgetown University - The McDonough School of Business 2002 — 2006
Evercore Partners February 2011 - Present
Goldman Sachs April 2005 - February 2011
Morgan Stanley August 1998 - March 2005
Education
Saint John's University School of Law 1995 — 1998
J.D., Law
Brown University 1984 — 1988
A.B., Latin American Studies
Penton October 2012 - Present
GreenCrest Capital LLC March 2011 - September 2012
Evercore Partners July 2010 - March 2011
Jefferies August 2007 - July 2010
MESA Securities August 2006 - August 2007
UBS Investment Bank February 2004 - August 2006
TSX Group May 2002 - February 2004
Skills
Social Media, Investment Banking, Venture Capital, Equities, Equity Research, Financial Modeling, Corporate Finance, Corporate Development, Valuation, Capital Markets, Investor Relations, Financial Analysis, Investments, Business Valuation, DCF, Start-ups, Strategic Consulting, Finance, Strategy, Digital Media
Education
Columbia University - Columbia Business School
MBA
McGill University
Bachelor of Commerce
Nike April 2015 - Present
Evercore Partners August 2013 - Present
The Wharton School January 2011 - May 2013
Citi June 2012 - August 2012
Credit Suisse February 2010 - June 2011
ICAP February 2009 - March 2010
Credit Suisse July 2008 - December 2008
Harvard University January 2007 - January 2008
Skills
Series 7, Economics, Mergers & Acquisitions, Trading, Financial Services, Equities, Risk Management, Financial Modeling, Financial Risk, Private Equity, Business Relationship..., Client Services, Analysis, Valuation, Corporate Finance, Customer Relations, Customer Service, Business Strategy, New Business Development, Consumer Products, Healthcare, Strategy
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Finance, Management
Harvard University 2004 — 2008
Bachelor of Arts, Economics
Laguna Beach Unified School District August 2015 - Present
Garden Grove Unified School District August 2013 - Present
Huntington Beach Academy for the Performing Arts September 2011 - Present
Huntington Beach Union High School District January 2013 - June 2013
Orange County School of the Arts January 2012 - May 2013
Evercore Partners January 2006 - September 2011
Various September 2001 - December 2006
Huntington Beach Academy for the Performing Arts October 2001 - June 2003
Park Playhouse, Inc. May 2001 - June 2001
Fordham University January 1998 - December 2000
Skills
Theatre, Musical Theatre, PowerPoint, Word, Excel, Teaching, Administrative Support, Team Leadership, Event Planning, Public Relations, Press Releases, Writing, Television, Microsoft Excel, Singing, Administrative..., Microsoft Office, Microsoft Word, Fundraising, Film, Directing, Drama, Stage, Creative Writing, Music, Entertainment, Public Speaking, Performing Arts, Acting, Social Media
Education
National University 2013 — 2014
Multiple Subject Teaching Credential
National University 2011 — 2013
Master's degree, Education, Concentrating in Best Practices
National University 2011 — 2013
Single Subject Teaching Credential, English with Authorization in Theatre
City University of New York-Hunter College 2010 — 2011
Certificate, Small Business
Fordham University 1997 — 2001
BA, Theatre
Albany Academy for Girls 1994 — 1997
HS Diploma
Evercore Partners April 2015 - Present
Citi August 2013 - April 2015
Training The Street May 2013 - July 2013
Citi June 2012 - August 2012
TBC Bank May 2008 - August 2011
HSBC Bank Georgia August 2007 - May 2008
Skills
Corporate Finance, Trading, Financial Analysis, Fixed Income, Portfolio Management, Liquidity Management, Investments, Bloomberg, Project Management, Economics, Financial Modeling, Start-ups, Finance, Valuation, Risk Management, Treasury Management, Investment Banking, Banking, Analysis, Capital Markets, Credit Analysis, Leadership, Treasury, Credit Risk, Business Strategy, Negotiation, Emerging Markets, Managerial Finance, Financial Markets, Due Diligence, ALM, Money Market
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
Master of Business Administration (MBA)
IESE Business School - University of Navarra 2013 — 2013
Master of Business Administration (MBA)
Caucasus School of Business 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Credit Suisse April 2006 - Present
Evercore Partners March 2003 - March 2006
Deutsche Bank July 2000 - June 2002
Skills
Investment Banking, Capital Markets, Emerging Markets, Valuation, Structured Finance, Fixed Income, Financial Modeling, Derivatives, Corporate Finance, Financial Structuring, Bloomberg
Education
Harris School of Public Policy at the University of Chicago 1997 — 2000
Master’s Degree, Public Policy, MPP
The University of Chicago - Booth School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Analytic Finance, MBA
Instituto Tecnológico Autónomo de México 1992 — 1996
Bachelor’s Degree, Economics, Licenciatura
Evercore Partners February 2013 - Present
UBS Investment Bank July 2011 - November 2012
Credit Suisse July 2004 - July 2009
Skills
Financial Modeling, Investment Banking, Bonds, Bloomberg, Valuation, Capital Markets, High Yield, Financial Analysis, Fixed Income, Equities, Private Equity
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master of Business Administration (MBA)
Brandeis University 2000 — 2004
Bachelor's degree, Economics
Evercore Partners June 2011 - Present
Sullivan & Cromwell LLP September 2006 - June 2011
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates October 2004 - September 2006
Skills
Private Equity, Corporate Governance, Securities Regulation, Joint Ventures, Corporate Law
Education
University of Pennsylvania Law School 2001 — 2004
Doctor of Law (J.D.)
Oxford University 1995 — 1997
Master's degree, History
Hamilton College 1991 — 1995
BA
Scorpio USA LLC July 2012 - Present
Evercore Partners January 2010 - August 2012
HSH Nordbank A.G. January 2007 - December 2009
Skills
Investment Banking, Shipping, Asset Based Lending
Education
Cass Business School 1991 — 1992
M.S.c., Shipping, Trade & Finance
London School of Economics and Political Science 1987 — 1990
B.A., Geography
Convergent Wealth Advisors January 2014 - Present
Evercore Partners March 2009 - November 2013
Brown Brother Harriman May 2007 - March 2009
U.S. Trust Company April 1999 - May 2007
Skills
Strategic Financial..., Hedge Funds, Asset Management, Private Equity, Series 7, Capital Markets, Securities
Education
Cornell University 1996 — 1998
B.S., Industrial Labor Relations
Colgate University 1994 — 1996
Evercore Partners February 2013 - Present
UBS Investment Bank December 1986 - December 2012
Skills
Research, Investment Banking, Capital Markets
Education
Fordham University
Evercore Partners August 2009 - Present
Evercore Partners May 2008 - August 2008
Putnam Lovell NBF July 2004 - July 2007
JP Morgan June 2003 - August 2003
Skills
Financial Modeling, Mergers, Investment Banking, Asset Management, Mobile Payments, Payment Card Processing, Electronic Trading, Electronic Payments
Education
Harvard Business School 2007 — 2009
MBA
Cornell University 2000 — 2004
BS, Policy Analysis & Management
Kings Park High School 1996 — 2000
Regents Diploma
Evercore Partners February 2010 - Present
Neuberger Berman January 2009 - February 2010
Lehman Brothers July 2001 - September 2008
Education
Amherst College 1997 — 2001
BA, English
Kent Denver School 1993 — 1997
Evercore Partners August 2012 - Present
Google October 2008 - September 2010
Booz Allen Hamilton January 2006 - June 2008
MPR Associates, Inc. July 2004 - January 2006
Skills
Valuation, Financial Modeling, Due Diligence, Venture Capital, Private Equity, Corporate Development, Financial Analysis, Emerging Markets, Business Strategy, Mergers, Corporate Finance, Investment Banking, Business Development, Analytics, Start-ups, Finance, Strategy, Mergers & Acquisitions, Management Consulting, Consulting, Investments
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care, Finance
Georgetown University 2006 — 2008
MS, Biomedical Science Policy
Duke University 2000 — 2004
Bachelor of Science (BS), Biomedical Engineering, Economics
Watershed Asset Management July 2015 - Present
JLL Partners July 2013 - June 2015
Evercore Partners June 2011 - June 2013
Evercore Partners June 2010 - August 2010
Rogge Capital Management January 2010 - May 2010
Lighthouse Funds January 2010 - May 2010
First Preston Management June 2009 - August 2009
Skills
Financial Modeling, Valuation, Bloomberg, Capital IQ, Investment Banking, Corporate Finance, Due Diligence, Financial Analysis, LBO, DCF, M&A experience, Equity Valuation, Investments, Data Analysis, Restructuring, Distressed Debt, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, BA, Finance, Economics, Accounting
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Finance
Beijing Language and Culture University 2008 — 2008
Chinese
ItsOn, Inc. June 2015 - Present
Richey International, LTD. October 2014 - April 2015
Devicescape October 2011 - August 2014
MyPoints.com May 2011 - July 2011
Overtone, Inc. (acquired by Kana) December 2008 - November 2010
Future US January 2008 - October 2008
Future US February 2006 - January 2008
Evercore Partners June 2000 - August 2005
Tommy Hilfiger January 1999 - February 2000
Saks Fifth Avenue September 1998 - 1999
Skills
Product Marketing, Digital Marketing, Integrated Marketing, Marketing, Social Media Marketing, Strategy, Marketing Strategy, Email Marketing, Lead Generation, Event Management, Direct Marketing, Advertising, Sales, Digital Media, Copywriting, Wireless, Telecommunications, B2B, Facebook
Education
Boston College 1994 — 1998
BA
Paint Drop Media May 2015 - Present
The Wellist October 2013 - Present
OC InRoom Magazine March 2014 - Present
American Securities April 2011 - September 2013
Evercore Partners February 2010 - April 2011
Icon Fund GP Limited November 2009 - January 2010
White Lilac, Inc. August 2007 - November 2009
Irrelevant Week May 2006 - July 2007
Universal Guardian Holdings, Inc. June 2004 - August 2005
Skills
Marketing, Event Planning, Digital Media, Marketing Strategy, Social Networking, Email Marketing, Social Media, Public Relations, Event Management, Corporate Communications, Social Media Marketing, Marketing Communications, Facebook, Advertising, Online Marketing, Digital Marketing, Photoshop, Graphic Design, InDesign, Entrepreneurship, E-commerce, Online Advertising, Google Analytics, Press Releases, Illustrator, Blogging, Web Development, Health, Fitness, Nutrition, Adobe Bridge, Web Design, Digital Strategy, Interactive Marketing, Integrated Marketing, Web Analytics, SEO
Education
Chapman University, The George L. Argyros School of Business and Economics
Bachelor of Science
University of Arizona
Institute for Integrative Nutrition 2012 — 2013
Health Coach Certification
Corona del Mar High School
Evercore July 2014 - July 2015
Evercore Partners June 2011 - June 2014
Evercore Partners June 2010 - August 2010
Thor Equities June 2009 - August 2009
Thor Equities May 2008 - August 2008
Katzenbach Partners May 2007 - August 2007
Skills
LBO, Management, Bloomberg, Valuation, Investment Banking, Financial Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance, Economics
Marin Software May 2014 - Present
Marin Software April 2006 - Present
Adteractive July 2004 - October 2005
Sugar Media October 2001 - October 2003
BlueLight.com March 2000 - July 2001
Evercore Partners 1996 - 2000
Skills
Analytics, E-commerce, Online Advertising, SaaS, Start-ups, Strategic Partnerships, Management, Entrepreneurship, Strategy, Marketing
Education
Stanford University Graduate School of Business 1991 — 1993
MBA
Dartmouth College 1984 — 1988
BA, Double major in government and Spanish
Hertz July 2011 - Present
MeadWestvaco 2004 - July 2011
UBS 2003 - 2004
Rothschild / Five Arrows Capital 2001 - 2003
Evercore Partners 1997 - 1999
Dillon Read & Co. 1994 - 1997
Skills
Mergers & Acquisitions, Finance, Business Strategy, Management, Project Planning, Business Development, Private Equity, Strategic Planning, Corporate Development, Strategy, Financial Analysis, Mergers, Investments, Emerging Markets, Financial Modeling, Cross-functional Team..., Corporate Law
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1990 — 1994
BA/BS
Evercore Partners January 2012 - Present
Evercore Partners August 2008 - December 2011
Morgan Stanley 2007 - 2007
IBM March 2002 - August 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Corporate Finance
Boston University
Università degli Studi di Padova
MS, Industrial Engineering
PS3: The Charrette School 2012 - Present
Evercore Partners October 2011 - Present
NYSE Euronext April 2008 - May 2014
Studio Lekker September 2011 - September 2013
TheStreet May 2010 - December 2011
Tag Worldwide September 2006 - August 2010
Turner Broadcasting November 2007 - February 2008
Lifetime March 2006 - January 2008
Tribal DDB 2005 - 2006
HBO 1998 - 2005
Skills
Television, Social Networking, Video, New Media, Social Media, strategic operations, Production Management, Digital Media, Strategy, Web Design, Content Strategy, Integrated Marketing, Integration, Public Relations, Marketing, Digital Marketing, Creative Direction, Operations Management, Business Development, Competitive Analysis, User Experience, Content Management, Leadership, Production Managment, Marketing Strategy, Online Advertising, Video Production, Advertising, Project Management, Digital Strategy, Mobile Applications, Social Media Marketing, Business Analysis, Broadcast, Content Development, Management, Cross-functional Team..., Product Development, Strategic Partnerships, CMS, E-commerce
Education
Cornell University 1987 — 1991
B.A., Women's Studies, Comparative Literature and Linguistic
Friends Seminary 1984 — 1987
Diploma
Evercore Partners
Education
Columbia University - Columbia Business School 2006 — 2008
Master of Business Administration (MBA)
Yammer, Inc. June 2012 - Present
Evercore Partners 2008 - 2011
CBRE 2004 - 2006
Monitor Group 2002 - 2004
Skills
Marketing Strategy, Product Marketing, Competitive Analysis, Business Strategy, Financial Modeling, Start-up Environment, Product Management, Go-to-market Strategy, Marketing, Product Development, CRM, Analytics, Mergers & Acquisitions, Strategy, Market Research, International Business, Mergers
Education
Columbia University - Columbia Business School 2006 — 2008
MBA, Finance and Management
Harvard University
A.B., Sociology
Evercore Partners February 2015 - Present
Evercore Partners June 2013 - February 2015
Barclays August 2011 - June 2013
Barclays June 2010 - August 2010
Ceteris, Inc. November 2008 - July 2009
CRA International May 2006 - October 2008
The Ballentine Barbera Group, International November 2005 - May 2006
Dewey Ballantine LLP June 2004 - November 2005
Education
Columbia Business School 2009 — 2011
MBA, Finance and Economics
Cornell University 2000 — 2004
BA, Economics, Asian Studies
Belmont Hill 1996 — 2000
High School
ZS Associates April 2012 - July 2014
Susman Godfrey LLP April 2010 - March 2012
Macy's October 2009 - December 2009
Headway Corporate Resources May 2009 - August 2009
WilmerHale May 2006 - February 2009
WHITE ACRE EQUITIES LLC April 2005 - May 2006
SHAWPITTMAN LLP February 2003 - April 2005
Evercore Partners February 2000 - February 2003
Skills
Human Resources, PeopleSoft, Training, Outlook, Recruiting, Data Entry, Administrative..., Interviews, Payroll, Office Management, Administrative..., Employee Benefits, Management, Microsoft Excel, Microsoft Office, Customer Service
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Human Resources Management and Services
Brooklyn College, New York
BA, Business, Management; Finance
Borough of Manhattan Community College
A.A, Business Administration
Evercore Partners February 2006 - July 2012
AIG 2004 - 2006
Deutsche Bank 1997 - 2002
The Betesh Group 1995 - 1997
Etienne Aigner 1980 - 1986
Skills
Investment Banking, Equities, Private Equity, Due Diligence, Financial Modeling, Accounts Payable, Accounts Receivable, Account Reconciliation, Treasury, Client Service Oriented, Travel Management, Customer Service, Expense Management, Credit, Hedge Funds, Client Services, Corporate Finance, Valuation, Credit Analysis, Financial Reporting, Risk Management, Asset Management, Mergers & Acquisitions
Education
Seminary of the Immaculate Conception 1975 — 1979
MDiv., Theology/Theological Studies
Cathedral College 1971 — 1975
BA, Psychology
Credit Suisse 2014 - Present
Evercore Partners 2013 - 2014
RBS Markets & International Banking 2011 - 2013
LEAF Financial Corporation 2005 - 2010
Merrill Lynch 2004 - 2004
ITC Limited 2003 - 2003
Skills
Equity Research, Valuation, Financial Modeling, Capital Markets, Portfolio Management, Structured Finance, Asset Based Lending
Education
Coe College
BA, Economics and Business Administration
La Martiniere For Boys
High School, Business/Commerce, General
Stuart Dean Company November 2013 - Present
KPMG US April 2012 - November 2013
Cushman & Wakefield 2007 - 2010
CitiCards 2006 - 2007
Evercore Partners 2005 - 2006
HSBC Securities 2002 - 2004
Arthur Andersen 2000 - 2002
Sony Music Entertainment 1998 - 2000
Skills
Personnel Management, Management, Training, Recruiting, HR Consulting, Human Resources, HR Policies, Employee Training, Talent Management, Organizational..., Employee Relations, Strategic Planning, Succession Planning, Team Building, Leadership, Performance Management, Deferred Compensation, Employee Engagement, Incentive Programs
Education
Columbia University in the City of New York 2002 — 2004
MA, Social Organizational Psychology
Evercore Partners April 2010 - Present
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Corporate Finance, Private Placements, Real Estate Economics, Acquisitions, Real Estate Private..., Real Estate, M, Real Estate Development
Education
Columbia University - Columbia Business School 2002 — 2004
Master of Business Administration (MBA)
University of Florida 1993 — 1997
BSBA, Marketing, Economics
Evercore Partners July 2011 - Present
Pershing July 2010 - June 2011
Frank Crystal & Company 2010 - 2011
Expaticore Services LLC 2009 - 2010
Expaticore LLC 2009 - 2010
Cantor Fitzgerald August 2005 - August 2007
Fidelity Investments April 2003 - February 2004
JLK Engineers 2003 - 2004
DoubleClick 2000 - 2003
ProBusiness 1996 - 2000
Skills
HRIS, Benefits Administration, Payroll, Talent Management, Human Resources, Employee Benefits, Microsoft Excel, Performance Management, Talent Acquisition, Deferred Compensation, Personnel Management, Onboarding, Succession Planning, Employee Relations, Management, PeopleSoft
Education
Villanova University 2011 — 2013
MS, Human Resources
California State University-San Bernardino - College of Business and Public Administration 1985 — 1990
Bachelors in Science, Business Administration
Keller Williams February 2014 - Present
Safeway Health August 2012 - January 2014
Evercore Partners July 2007 - August 2012
Merrill Lynch May 2006 - July 2007
Banc of America Securities 2000 - 2006
Skills
Microsoft Office, Expenses, PowerPoint, Management, System Administration, Microsoft Excel, Human Resources, Administrative..., Time Management, Executive Management
Education
California State University-East Bay 1992 — 1996
Bachlors of Science, Biology, Chemistry
California Life, Accident and Health Insurance License
License #0152266
RMA March 2014 - Present
Evercore Partners July 2012 - March 2014
Keefe, Bruyette & Woods October 2009 - July 2012
Prudential Financial February 2007 - October 2009
Prudential Financial July 2004 - February 2007
Skills
Equity Research, Financial Analysis, Economics, Real Estate, Accounting, Financial Modeling, REIT, Portfolio Management, Equity Valuation, Asset Management, DCF, Excel Models
Education
Bucknell University 2000 — 2004
BSBA, Accounting
Evercore Partners March 2010 - Present
Redhawk Capital October 2008 - April 2010
Three Chopt Capital August 2006 - September 2008
Morgan Stanley 1995 - May 2006
Kidder Peabody 1981 - 1994
Education
Colgate University 1974 — 1979
Citi December 2014 - Present
Evercore Partners April 2013 - October 2014
Keefe, Bruyette & Woods June 2007 - December 2012
Calyon Financial April 2005 - July 2007
JPMorgan March 2002 - April 2005
Robertson Stephens 1999 - 2001
Skills
Finance, Competitive Analysis, Franchising, Equity Research, Valuation, Corporate Finance, Equities, Investment Banking, Financial Modeling, Structured Finance, Financial Analysis, Bloomberg, Investment Management
Education
Columbia University - Columbia Business School
MBA, Finance
Columbia University - School of International and Public Affairs
MIA, International Affairs
New York University
St. Albans
Evercore Partners January 2010 - Present
Barclays Capital September 2008 - January 2010
Lehman Brothers March 2007 - September 2008
Morgan Stanley April 1998 - February 2007
Porzio, Bromberg & Newman, PC September 1990 - April 1998
Skills
Capital Markets, Strategy, Investment Banking, Executive Management, Equities, Leadership, Business Strategy
Education
Columbia University - Columbia Business School 1993 — 1994
MBA
Penn State University 1979 — 1983
BS, Finance
Terra Technology September 2010 - February 2012
Evercore Partners May 2008 - December 2008
Seaboard Securities November 2001 - May 2008
Fortel Corp June 2000 - October 2001
Ganymede Software February 1999 - March 2000
Dictaphone August 1996 - August 1998
Skills
Project Management, Management, Integration, Business Analysis, Team Building, Sales, Business Intelligence, Program Management, Requirements Analysis, Vendor Management, Enterprise Software, Product Management
Education
University of Delaware 1972 — 1977
BS, Finance
Drexel University
MBA
Barclays May 2015 - Present
Evercore Partners May 2013 - April 2015
Merrill Lynch July 2011 - April 2013
The Pritzker Group June 2010 - November 2010
Unnamed Debt Opportunity Fund May 2008 - August 2009
Citi January 2006 - March 2008
Citi May 2003 - December 2005
Skills
Private Equity, Mezzanine, Debt, Capital Markets, Financial Structuring, Distressed M&A, Corporate Finance, Due Diligence, Mergers & Acquisitions, Restructuring, Finance, Structured Finance, Credit Analysis, Equities, Investments
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
Cornell University 1999 — 2003
BS, Computer Science and Electrical Engineering
Livingston High School
Evercore Partners June 2009 - Present
Merrill Lynch & Co. May 1995 - June 2009
S.G. Warburg June 1994 - August 1994
J.C. Bradford & Co. June 1990 - August 1993
Education
Harvard Business School 1993 — 1995
University of Pennsylvania - The Wharton School 1987 — 1990
BS Economics, Finance
Interlaken Management, LLC January 2009 - Present
Interlaken Management, LLC January 2009 - Present
Eisner & Lubin January 2006 - December 2008
Eisner & Lubin, LLP January 2006 - December 2008
Berdon LLP January 2005 - May 2005
Evercore Partners June 2004 - August 2004
Skills
Tax
Education
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Accounting
Bank of America May 2015 - Present
JPMorgan Chase August 2011 - April 2015
GLG Partners January 2009 - November 2011
Evercore Partners October 2005 - May 2008
Goldman Sachs May 2004 - May 2005
American Express 1992 - 2004
Ernst & Young July 1990 - July 1992
Skills
Equities, Hedge Funds, Alternative Investments, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance, Marketing
Boston College 1986 — 1990
BS, Accounting, Computer Information Systems
Parsippany Hills HS
America Achieves May 2014 - July 2015
New York Public Library 2004 - April 2014
Evercore Partners September 1995 - August 2004
Lehman Brothers 1977 - 1990
Skills
Strategic Planning, Strategy, Public Speaking, Non-profits, Fundraising, Executive Financial..., Business Transactions, Investments, Nonprofits, Community Outreach, Mergers & Acquisitions, Volunteer Management, Start-ups, Program Development, Grant Writing, Management, Leadership, Research, Entrepreneurship, Venture Capital, Private Equity, Program Management, Policy, Business Strategy
Education
Harvard Business School 1975 — 1977
MBA, Business Administration and Management, General
Princeton University 1971 — 1975
BA, Woodrow Wilson School of Public and International Affairs
Evercore Partners 2012 - Present
The Shoplift, Inc. 2011 - 2012
Aquiline Capital 2008 - 2011
Merrill Lynch 2005 - 2008
United States Navy 2003 - 2005
Skills
Private Equity, Policy, Valuation, Venture Capital, Corporate Development, Alternative Investments, Entrepreneurship, Bloomberg, Series 63, Start-ups, Investment Management, Strategic Planning, Finance, Acquisitions, Program Management
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Harvard University 1999 — 2003
A.B., European History
Belmont Hill School 1992 — 1998
Waterloo Investment Holdings Limited May 2012 - Present
Blocadi Capital LLC April 2012 - Present
Russell Reynolds Associates August 2010 - March 2012
Higdon Partners April 2007 - March 2009
Spencer Stuart April 2003 - March 2007
Evercore Partners February 1997 - November 2001
Calvin Klein Cosmetics Company (Unilever) 1991 - 1994
Halvatzis Realty 1987 - 1991
Skills
Executive Search, Administrative..., Management, Outlook, Microsoft Office, Customer Service, Recruiting, Management Consulting, Strategic Planning, Mergers & Acquisitions, Business Strategy, Strategy, Microsoft Excel, Human Resources, Lotus Notes, Organizational..., Talent Acquisition, Onboarding, Marketing, PeopleSoft, Talent Management, Training, Administrative..., Leadership
Education
City University of New York City College 1991 — 1995
Bachelor of Arts, Business Management and Administration
Long Island City HS
Becker Drapkin Management August 2011 - Present
Hawkshaw Capital Management October 2010 - May 2011
Evercore Partners June 2010 - August 2010
Brencourt Advisors March 2007 - March 2008
Lazard July 2005 - March 2007
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
New York University 2001 — 2005
BS, Finance and Accounting
Evercore Partners February 1999 - Present
Sanford C. Bernstein September 1994 - February 1999
Bain & Company June 1991 - September 1994
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1990 — 1992
MBA
Duke University 1982 — 1986
BA, Anthropology
Warburg Pincus August 2011 - July 2014
Evercore Partners July 2009 - June 2011
Education
Harvard Business School 2014 — 2016
University of Pennsylvania - The Wharton School 2005 — 2009
BS, Economics (Finance)
Jonathan Dayton
Evercore Partners Managing DirectorCredit Suisse1993 - 2007
EF Hutton 1985 - 1987
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Corporate Development, Valuation, Capital Markets, Due Diligence, Investment Banking, Private Placements, LBO, Mergers, Financial Modeling, Hedge Funds, IPO, Investor Relations
Education
Harvard Business School 1983 — 1985
MBA
Ecole centrale de Lyon 1978 — 1981
Diplome d'Ingenieur
Evercore Partners May 2012 - Present
J.P. Morgan June 1994 - May 2012
Skills
Fixed Income, Derivatives, Investment Banking, Structured Products, Equities, Equity Derivatives, Prime Brokerage, Capital Markets, Credit Derivatives, Hedge Funds, Swaps, Middle Office
Education
Lehigh University 1990 — 1994
Bachelor's degree, Double B.A. Economics & Biology
Fordham University 1996 — 1999
Master's degree, Finance
Becker Drapkin June 2013 - Present
Evercore Partners June 2011 - June 2013
Citi June 2010 - August 2010
Education
Harvard University 2007 — 2011
A.B. cum laude, Economics
MC-Five Mile November 2013 - Present
Perry Capital February 2013 - November 2013
Evercore Partners June 2012 - August 2012
Moody's Investors Service July 2007 - June 2011
Moody's July 2007 - July 2010
Skills
CMBS, Securitization, Equities, MBS, Equity Research, Valuation, Commercial Real Estate, Financial Modeling, Capital Markets, Private Equity, Structured Finance, Bloomberg, Fixed Income, Real Estate Economics, Asset Management, Hedge Funds, Investments
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
University of Pennsylvania 2003 — 2007
BA, Economcis
Evercore Partners September 2010 - Present
Knight Capital Partners June 2007 - September 2010
Lehman Brothers PE Marketing January 2000 - May 2007
Skills
Private Equity Funding, Investment Banking, Private Equity, Hedge Funds, Capital Markets, Venture Capital, Private Placements, LBO, Valuation, Alternative Investments, Leveraged Finance, Equities, Investment Management, M&A experience, Equity Research, Structured Finance
Education
Denison University 1984 — 1988
BA, History
Fordham University Graduate School of Business Administration March 2010 - Present
Evercore Partners May 2009 - April 2010
JPMorgan 1993 - 2008
Education
Harvard Business School 2009 — 2009
Executive Education
Columbia University - Columbia Business School 1977 — 1978
MBA, Finance/Accounting
TechnoServe February 2015 - Present
Athelera November 2009 - January 2015
Evercore Partners August 2007 - October 2009
Mercer Oliver Wyman September 2002 - May 2005
Skills
Mergers & Acquisitions, Emerging Markets, Investment Banking, Valuation, Business Development, Strategy, Financial Modeling, Corporate Development, Corporate Finance, Due Diligence, Venture Capital, Capital Markets, Private Equity, Capital Structure, International..., International..., Microfinance, Public Policy
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Pennsylvania - The Lauder Institute 2005 — 2007
Master's Degree
Stanford University 1998 — 2002
BA
Deerfield Academy
KKR September 2014 - Present
Galavante January 2012 - Present
Evercore Partners January 2014 - September 2014
Pomellato January 2011 - July 2013
Jockey International, Inc. September 1994 - January 1999
Mercantile Stores May 1988 - June 1994
Skills
Sales, Fundraising, Fashion, Merchandising, Retail, Account Management, Public Relations, Event Planning, Marketing Communications, Nonprofits, Apparel, Event Management, Marketing, Marketing Strategy, Jewelry, Luxury Goods, Strategic Planning, Social Media, Writing, Brand Management, Wholesale, Advertising, Leadership, Styling, Jewelry Design, Fashion Design, Trend Analysis, Luxury, Watches, Brand Development, Trend, Press Releases
Education
University of Kentucky 1981 — 1985
BA, Communication
Fashion Institute of Technology
Fashion Journalism
University of Kentucky
Bachelor of Communication, Journalism
Adelante Capital Management 2014 - Present
Evercore Partners 2012 - 2014
Keefe, Bruyette & Woods 2009 - 2012
Green Street Advisors 2005 - 2009
Wilshire Associates 2003 - 2005
Merrill Lynch 2002 - 2002
Mercer 1996 - 2001
Skills
Financial Modeling, Valuation, Equity Research, Capital Markets, Equities, Chartered Financial..., Finance, High Yield, Fixed Income, Investment Research, Alternative Investments, Credit Rating, Investment Management, Investments, Securities, Asset Management, Financial Analysis
Education
University of Chicago
MBA, Finance & Accounting
Boston University
BA, Math & Economics
Evercore Trust Company, N.A. 2013 - Present
Evercore Partners 1997 - Present
Columbia Business School January 2013 - June 2013
Sanford C. Bernstein 1995 - 1997
McKinsey & Company 1993 - 1995
Skills
Private Equity, Corporate Development, Strategy, Investment Banking, Portfolio Management, Joint Ventures, Acquisitions, Investment Management, Valuation, LBO, Capital Markets, Hedge Funds, Financial Modeling, Finance, Investments, Equity Research, Emerging Markets, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
Princeton University 1984 — 1988
AB, Woodrow Wilson School of Public and International Affairs
Sidwell Friends School
TowerBrook Capital Partners August 2012 - July 2014
Evercore Partners July 2010 - July 2012
Skills
Financial Modeling, Valuation, LBO, Investment Banking, Private Equity, Due Diligence, Bloomberg, Corporate Finance
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin 2006 — 2010
Finance, Accounting
AltEnergy, LLC January 2010 - Present
Imperial Capital LLC March 2009 - January 2010
Evercore Partners October 2007 - January 2009
Citi May 2002 - September 2007
Education
Cornell University 1998 — 2002
Bachelor of Science, Operations Research & Industrial Engineering
Evercore Partners February 2006 - Present
Zolfo Cooper July 2001 - February 2006
Arthur Andersen LLP January 1999 - July 2001
Skills
Valuation, Corporate Finance, Investment Banking, Private Equity, Financial Modeling, Restructuring, Debt Capital Raising, Equity Capital Raising, International..., Hedge Funds, LBO, Capital Markets, Due Diligence, Business Valuation, Finance, Leveraged Finance, Corporate Development, M&A experience, Equities
Education
Boston University Questrom School of Business 1994 — 1998
BSBA, Finance and Accounting
Evercore January 2014 - Present
Evercore Partners August 2009 - December 2013
Merrill Lynch August 2007 - August 2009
Skills
Valuation, Private Equity, LBO, Financial Modeling, Investment Banking, Capital Markets, Bloomberg, M&A experience, Emerging Markets, Corporate Finance, Corporate Development, Leveraged Finance, Mergers & Acquisitions, Youth Mentoring, Financial Analysis, Due Diligence, Equities, Investments
Education
Brown University
Evercore Partners August 2011 - Present
Cowen and Company August 2007 - August 2011
HSBC November 2005 - August 2007
Education
Adelphi University 2003 — 2007
BBA, Business Management with a specialization in Finance
Xaverian High School 1999 — 2003
High School Diploma
Deutsche Bank November 2014 - Present
Evercore Partners May 2014 - October 2014
Lehman Brothers (in Administration) March 2009 - July 2011
Barclays Capital September 2008 - March 2009
Lehman Brothers July 2007 - September 2008
Education
Columbia Business School 2011 — 2013
MBA, Value Investing
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2007
BSBA with Distinction, Finance
Glenview Capital September 2014 - Present
Sageview Capital August 2013 - August 2014
Evercore Partners June 2011 - June 2013
Guggenheim Partners June 2010 - August 2010
Osmium Partners May 2009 - August 2009
Merrill Lynch December 2008 - January 2009
Education
Cornell University
Economics
The CIM Group August 2015 - Present
Evercore Partners May 2013 - June 2015
Deutsche Bank July 2012 - April 2013
Deutsche Bank June 2011 - August 2011
Aether Investment Partners, LLC June 2010 - August 2010
Skills
Bloomberg, Investment Banking, Financial Modeling, Valuation, Equities, Fixed Income, Hedge Funds, Capital Markets, Corporate Finance, Equity Research, Financial Analysis, Private Equity, Investments, Capital IQ, LBO
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, History
American Securities August 2014 - Present
Evercore Partners June 2012 - July 2014
Gleacher Partners June 2011 - August 2011
Education
Harvard College 2008 — 2012
A.B., Economics
St. John's High School 2004 — 2008
Water Island Capital, LLC October 2014 - Present
Evercore Partners August 2012 - June 2014
Columbia Capital August 2009 - January 2012
Citigroup Global Markets Inc. Investment Banking Global Communications Group July 2007 - July 2009
JP Morgan Securities Principal Investment Management Capital Markets Investment June 2006 - August 2006
Corbin Capital Partners January 2005 - March 2005
Skills
Valuation
Education
Dartmouth College 2003 — 2007
BA, Magna Cum Laude, Economics
Beijing Normal University 2004 — 2004
Old Bridge High School
Space Exploration Technologies October 2014 - Present
GE Aviation July 2011 - August 2014
GE Aviation June 2010 - September 2010
Evercore Partners January 2008 - March 2008
Skills
Creative Problem Solving, Design Engineering, Digital Electronics, Automotive Design, FPGA, Analog Circuit Design, Programming, Solidworks, Unigraphics, Python, Matlab, VHDL, C, Bash, TIG welding, MIG welding, Microsoft Office, Manufacturing, Ceramic Matrix..., Soldering, Low Voltage, Eagle, PCB design, VBA, BASIC, Assembly, Injection Molding, Polymers, Plumbing, Carpentry, Automotive Engineering, Automotive Repair, Automotive Aftermarket, Instron, Function Generator, Oscilliscope, Ceramic Materials
Education
Boston University 2013 — 2014
Master of Science (MS), Systems Engineering
Dartmouth College 2007 — 2011
BE and BA, Engineering
Hackley School 1994 — 2007
High School Diploma
MIR Partners June 2015 - Present
Marcato Capital Management August 2014 - June 2015
Evercore Partners June 2012 - June 2014
Evercore Partners June 2011 - August 2011
AIFAM March 2010 - August 2010
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (BA), Financial Economics
Sansome Partners August 2014 - Present
Evercore Partners June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
AD Capital (fka Asuka DBJ Partners) May 2010 - July 2010
Weatherhead Center for International Affairs, Harvard University October 2009 - May 2010
Central Philippines Zonal Research Center May 2009 - August 2009
Education
Harvard University 2008 — 2012
A.B. Honors, Cum Laude, Economics, East Asian Studies
Temasek Junior College 2004 — 2007
GCE A Levels
Warburg Pincus LLC August 2013 - August 2015
Evercore Partners March 2011 - June 2013
Morgan Stanley June 2010 - February 2011
Sagent Advisors June 2009 - August 2009
Burger King Corporation June 2008 - August 2008
Skills
Bloomberg, Investment Banking, Valuation, Private Equity, Financial Modeling, Corporate Finance, Financial Analysis, Finance, Due Diligence, Capital Markets, Equities, Mergers & Acquisitions, Investments
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
B.A, MMSS/Economics
Evercore Partners May 2009 - Present
Evercore Trust Company, N.A. 2009 - Present
United States Trust Company of New York May 1996 - April 2009
Weil Gotshal and Manges September 1980 - October 1993
Skills
Entrepreneurship, Alternative Investments, Equities, Hedge Funds, Private Equity, Fundraising
Education
Washington University in St. Louis 1975 — 1978
Doctor of Law (J.D.)
SUNY Binghamton 1971 — 1975
Bachelor of Arts (B.A.), French Language and Literature
Evercore Partners December 2009 - Present
Fox-Pitt, Kelton September 2004 - December 2009
UBS Investment Bank 2000 - 2004
Skills
Investment Banking, Capital Markets, Hedge Funds, Private Equity, Valuation, Equities, Emerging Markets, Corporate Finance, Alternative Investments, Bloomberg, Equity Research, Financial Markets, Fixed Income, Venture Capital, Securities
Education
Amherst College 1984 — 1988
B.A.
University of Cambridge
M.Phil
Evercore Partners June 2010 - Present
Fox-Pitt, Kelton 1998 - 2009
Skills
Equity Research, Equities, Valuation, Investment Banking, Asset Management
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
Master of Business Administration (M.B.A.), Finance, General
University of Rochester 1989 — 1992
Bachelor's Degree, Economics
J.P. Morgan May 2015 - Present
J.P. Morgan 2010 - Present
Evercore Partners 2008 - 2010
J.P. Morgan 2002 - 2008
Naschitz, Brandes & Co. 1999 - 2000
Israel Defense Forces 1988 - 1995
Skills
Bar Memeber, New York..., Capital Markets, Corporate Finance, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Finance
The college of Management- Academic Studies 1995 — 1999
LL.B, Corporate Law
The college of Management- Academic Studies 1995 — 1998
B.B., Finance
The Hebrew Reali School 1984 — 1988
TAP Advisors 2010 - Present
Evercore Partners 2006 - 2009
UBS Investment Bank 1994 - 2006
Dillon Read Inc 1994 - 2004
Crane Co. 1993 - 1994
Ultramar 1993 - 1993
Skills
Mergers, Investment Banking, Banking, Telecommunications, IPO, High Yield, Finance, Corporate Advisory, Private Equity, Valuation, Leveraged Finance, LBO, Corporate Finance, Financial Modeling, Equities, Due Diligence, Venture Capital, M&A experience, Mergers & Acquisitions, Strategy, Negotiation
Education
Babson College 1990 — 1993
B.S., Finance
Östermalms Gymnasium 1986 — 1988
Student Examen, Science
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Evercore Partners August 2011 - April 2013
Neuberger Berman June 2007 - August 2011
New York City Department of Education July 2003 - June 2007
Morgan Stanley October 2000 - July 2003
Enterprise Engineering Inc. July 1999 - October 2000
Skills
Onboarding, Coaching, Outlook, Talent Acquisition, Microsoft Word, Program Management, Vendor Management, Instructional Design, Equities, Staff Development, Project Management, Strategic Planning, Business Analysis, Budgets
Education
Fordham University
BA, Philosophy
Mercy College
MS, Educatioin
athenahealth January 2014 - Present
athenahealth October 2012 - December 2013
Evercore Partners September 2011 - September 2012
Citi August 2009 - August 2011
Citi June 2008 - August 2008
Brown University, Computer Science Department August 2007 - December 2007
Brown University, Computer Science Department June 2007 - August 2007
Skills
Valuation, Financial Modeling, M&A, Business Development, Due Diligence, Corporate Strategy, Data Analysis, Market Research, Strategic Thinking, Strategic Communications, Comparable Analysis, DCF Valuation, LBO, Presentations, Programming, Java, C++, Mergers & Acquisitions
Education
Brown University 2005 — 2009
Bachelor's degree, Computer Science and Economics
Boston Latin School 1999 — 2005
High School Diploma
Evercore Partners August 2011 - Present
BMO Capital Markets November 2009 - May 2011
Tristone Capital August 2008 - November 2009
ExxonMobil August 2003 - August 2008
Education
The University of Texas at Austin - The Red McCombs School of Business 2006 — 2008
Master, Business Administration
Brigham Young University 1998 — 2003
Bachelor of Science, Chemical Engineering
OCG Capital June 2012 - Present
Vander Properties January 2009 - May 2010
Prudential Real Estate Investors September 2006 - December 2008
Evercore Partners June 2006 - September 2006
Skills
Valuation, Corporate Finance, Due Diligence, Financial Modeling, Negotiation, Real Estate Development, Private Equity, Investments, Asset Management, Emerging Markets, Acquisitions, Financial Structuring, Business Strategy, Financial Analysis, Finance
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Universidad Iberoamericana, Ciudad de México 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Industrial Engineering
American School Foundation 1991 — 2001
Escuela de Filantropia
Evercore Partners August 2012 - Present
US Department of the Treasury June 2011 - August 2011
Morgan Stanley July 2007 - June 2010
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Due Diligence, Corporate Finance, Corporate Development, Financial Analysis, Economics, Mergers, Project Management
Education
Harvard Business School 2010 — 2012
MBA, General Management
Morehouse College 2003 — 2007
BA, Economics, Summa Cum Laude
Evercore Partners September 2011 - Present
KPMG September 2008 - September 2011
Education
Binghamton University - School of Management 2004 — 2008
BS, Accounting, Finance
Time Warner Inc. June 2013 - Present
Evercore Partners June 2011 - June 2013
The Blackstone Group June 2010 - August 2010
Education
Harvard University 2007 — 2011
AB, Economics
Witter Asset Management March 2010 - Present
Evercore Partners 2003 - 2006
Education
Columbia University in the City of New York
Evercore Partners 2007 - August 2012
HSBC Securities 2004 - 2007
Citi 1999 - 2003
Lazard 1990 - 1999
Bankers Trust Company 1988 - 1990
Skills
M&A, Investment Banking, Valuation, Financial Modeling, Divestitures, Corporate Development, Mergers & Acquisitions, Financial Institutions, Strategy, Corporate Finance, Major Gift Campaigns, Major Gift Solicitations, Fundraising Campaign..., Philanthropy
Education
Columbia Business School 1986 — 1988
Master of Business Administration (M.B.A.), Finance
Princeton University 1981 — 1984
BSE, Civil Engineering
PRODIGY NETWORK March 2015 - Present
TC Latin America Partners June 2013 - February 2015
Avenida Capital September 2012 - December 2012
Evercore Partners July 2012 - August 2012
Avenida Capital May 2012 - June 2012
McKinsey & Company January 2009 - July 2011
Global Securities Comisionista de Bolsa June 2006 - December 2008
Skills
Management Consulting, Strategic Planning, Business Strategy, Valuation, Strategy, Corporate Finance, Due Diligence, Market Research, Entrepreneurship, Financial Analysis, Private Equity, Financial Modeling
Education
Columbia Business School 2011 — 2013
Master of Business Administration (M.B.A.), Real Estate
Universidad de Los Andes 2004 — 2007
Economics
Universidad Carlos III de Madrid 2002 — 2004
Economics