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
Employee
Years
Job
Industry
Gallant Chen Gallant Chen's Evercore Partners Experience 2001 - 2002
Job VP Digital Marketing at Zendesk
Industry Computer Software
Experience
Zendesk 2014 - Present
SurveyMonkey 2011 - 2014
Apple 2008 - 2011
Apple 2004 - 2008
Evercore Partners 2001 - 2002
Business.com 2000 - 2001
Bain & Company 1997 - 2000
Skills
Customer Acquisition, Online Marketing, Online Advertising, Traffic Generation, PPC, SEM, SEO, Advertising, Analytics, Social Media Marketing, Affiliate Marketing, Web Analytics, Marketing Strategy, Digital Marketing, Lead Generation, SurveyMonkey
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Technology Management
Stanford University
B.S., Industrial Engineering
Zendesk 2014 - Present
SurveyMonkey 2011 - 2014
Apple 2008 - 2011
Apple 2004 - 2008
Evercore Partners 2001 - 2002
Business.com 2000 - 2001
Bain & Company 1997 - 2000
Skills
Customer Acquisition, Online Marketing, Online Advertising, Traffic Generation, PPC, SEM, SEO, Advertising, Analytics, Social Media Marketing, Affiliate Marketing, Web Analytics, Marketing Strategy, Digital Marketing, Lead Generation, SurveyMonkey
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Technology Management
Stanford University
B.S., Industrial Engineering
Mariya Pojidaev Mariya Pojidaev's Evercore Partners Experience June 2012 - Present
Job Restructuring Analyst at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2012 - Present
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Evercore Partners June 2012 - Present
Skills
Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (BBA)
Priyanka Chopra Priyanka Chopra's Evercore Partners Experience August 2008 - March 2013
Job Senior Director, FP&A at Lending Club
Industry Internet
Experience
Lending Club January 2015 - Present
Trulia July 2014 - January 2015
Trulia March 2013 - July 2014
Evercore Partners August 2008 - March 2013
Madison Dearborn Partners July 2005 - June 2007
The Blackstone Group July 2003 - June 2005
Skills
Valuation, Private Equity, M&A experience, Corporate Finance, Corporate Development, Financial Modeling, Investment Banking, Due Diligence, Deal Execution, Business Strategy, Venture Capital, Capital Markets, Business Development, Team Leadership, LBO, Client Presentation, Corporate FP&A, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Majors in Finance and Management & Organizations
University of Virginia
BSc in Commerce, Finance and Accounting
Lending Club January 2015 - Present
Trulia July 2014 - January 2015
Trulia March 2013 - July 2014
Evercore Partners August 2008 - March 2013
Madison Dearborn Partners July 2005 - June 2007
The Blackstone Group July 2003 - June 2005
Skills
Valuation, Private Equity, M&A experience, Corporate Finance, Corporate Development, Financial Modeling, Investment Banking, Due Diligence, Deal Execution, Business Strategy, Venture Capital, Capital Markets, Business Development, Team Leadership, LBO, Client Presentation, Corporate FP&A, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Majors in Finance and Management & Organizations
University of Virginia
BSc in Commerce, Finance and Accounting
Douglas Coughran Douglas Coughran's Evercore Partners Experience July 2012 - August 2012
Job Co Founder & CEO at Foxtrot Systems
Industry Logistics and Supply Chain
Experience
Foxtrot Systems January 2013 - Present
MIT September 2011 - Present
MIT Initiative on Innovation December 2013 - June 2015
MIT Undergraduate Association April 2014 - March 2015
MIT Lab for Manufacturing & Productivity February 2014 - May 2014
MIT Committee on Curricula October 2013 - May 2014
Bain & Company January 2013 - January 2013
Evercore Partners July 2012 - August 2012
DIYDEV February 2012 - June 2012
CEMEX January 2012 - February 2012
Skills
Spanish, English, French, Matlab, AutoCAD, Solidworks, Start-ups, Energy, Business Strategy, Management, Leadership
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Mechanical Engineering
The Thacher School 2006 — 2010
High School, Liberal Arts
American School Foundation of Monterrey 1993 — 2006
Middle School, Middle School
Foxtrot Systems January 2013 - Present
MIT September 2011 - Present
MIT Initiative on Innovation December 2013 - June 2015
MIT Undergraduate Association April 2014 - March 2015
MIT Lab for Manufacturing & Productivity February 2014 - May 2014
MIT Committee on Curricula October 2013 - May 2014
Bain & Company January 2013 - January 2013
Evercore Partners July 2012 - August 2012
DIYDEV February 2012 - June 2012
CEMEX January 2012 - February 2012
Skills
Spanish, English, French, Matlab, AutoCAD, Solidworks, Start-ups, Energy, Business Strategy, Management, Leadership
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Mechanical Engineering
The Thacher School 2006 — 2010
High School, Liberal Arts
American School Foundation of Monterrey 1993 — 2006
Middle School, Middle School
Pablo Villanueva Pablo Villanueva's Evercore Partners Experience February 2006 - June 2009
Job FI/FX Strategist. Global Emerging Markets. at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2014 - Present
Dodge & Cox June 2012 - August 2012
Evercore Partners February 2006 - June 2009
Skills
Derivatives, Financial Modeling, Due Diligence, Portfolio Management, LaTeX, Economics, Investment Banking, Valuation, Finance, Financial Markets, Statistics, Private Equity, Economic Research, Microeconomics, Equities, Public Policy, Corporate Finance, Capital Markets, Stata, Bloomberg, Equity Valuation, Eviews, Equity Research, Fixed Income, Mergers & Acquisitions, Econometrics, Spanish, Emerging Markets, Financial Analysis, Investments, Business Strategy, Macroeconomics, Business Valuation, Data Analysis, Latin America, Hedge Funds, Financial Structuring, Structured Finance
Education
Stanford University 2009 — 2014
Doctor of Philosophy (Ph.D.), Studies; Economics; Fields: Macro Finance, Public Finance
Instituto Tecnológico Autónomo de México 2002 — 2007
B.A, Economics
Oxford Institute 1999 — 2002
Bank of America Merrill Lynch July 2014 - Present
Dodge & Cox June 2012 - August 2012
Evercore Partners February 2006 - June 2009
Skills
Derivatives, Financial Modeling, Due Diligence, Portfolio Management, LaTeX, Economics, Investment Banking, Valuation, Finance, Financial Markets, Statistics, Private Equity, Economic Research, Microeconomics, Equities, Public Policy, Corporate Finance, Capital Markets, Stata, Bloomberg, Equity Valuation, Eviews, Equity Research, Fixed Income, Mergers & Acquisitions, Econometrics, Spanish, Emerging Markets, Financial Analysis, Investments, Business Strategy, Macroeconomics, Business Valuation, Data Analysis, Latin America, Hedge Funds, Financial Structuring, Structured Finance
Education
Stanford University 2009 — 2014
Doctor of Philosophy (Ph.D.), Studies; Economics; Fields: Macro Finance, Public Finance
Instituto Tecnológico Autónomo de México 2002 — 2007
B.A, Economics
Oxford Institute 1999 — 2002
Bilal Bazzy's Evercore Partners Experience June 2012 - August 2012
Job Associate at Basin Holdings
Industry Venture Capital & Private Equity
Experience
Basin Holdings August 2015 - Present
Rothschild July 2013 - July 2015
Evercore Partners June 2012 - August 2012
Education
University of Michigan
B.S., Mathematics
Basin Holdings August 2015 - Present
Rothschild July 2013 - July 2015
Evercore Partners June 2012 - August 2012
Education
University of Michigan
B.S., Mathematics
Joshua Ginsburg's Evercore Partners Experience February 2010 - August 2010
Job Manager of Treasury International, Pensions, and Planning
Industry Leisure, Travel & Tourism
Experience
Hertz February 2015 - Present
Hertz July 2014 - February 2015
Independent Purchasing Cooperative March 2014 - May 2014
Perry Ellis International May 2013 - August 2013
Maxicel January 2012 - May 2012
UmbralCapital SAPI de CV August 2010 - January 2012
Evercore Partners February 2010 - August 2010
Biotwo Corp. January 2008 - January 2010
Universidad del Valle de México January 2009 - December 2009
Universidad Iberoamericana August 2007 - August 2008
Skills
Finance, Financial Reporting, Microsoft Excel, Toma de Decisiones, Financial Analysis, Due Diligence, Valuation, Real Estate, Corporate Finance, Financial Modeling, Análisis Financiero, Trabajo bajo presion, Management, Valuaciónes Financieras, Perseverante, Estratega, Strategic Planning, Budgets, Private Equity, Project Planning, Business Strategy, Team Leadership, Portfolio Management, Microsoft Office, Strategic Financial..., Market Research, Pricing, Business Process..., Citrix XenApp, Business Intelligence, Mergers, Investments, Business Planning, Spanish, Project Finance, Data Analysis, Qualtrics, Logistics, Negotiation, PowerPoint, Forecasting, NPD DecisionKey, Retail, Six Sigma, Lean Operations
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Hertz February 2015 - Present
Hertz July 2014 - February 2015
Independent Purchasing Cooperative March 2014 - May 2014
Perry Ellis International May 2013 - August 2013
Maxicel January 2012 - May 2012
UmbralCapital SAPI de CV August 2010 - January 2012
Evercore Partners February 2010 - August 2010
Biotwo Corp. January 2008 - January 2010
Universidad del Valle de México January 2009 - December 2009
Universidad Iberoamericana August 2007 - August 2008
Skills
Finance, Financial Reporting, Microsoft Excel, Toma de Decisiones, Financial Analysis, Due Diligence, Valuation, Real Estate, Corporate Finance, Financial Modeling, Análisis Financiero, Trabajo bajo presion, Management, Valuaciónes Financieras, Perseverante, Estratega, Strategic Planning, Budgets, Private Equity, Project Planning, Business Strategy, Team Leadership, Portfolio Management, Microsoft Office, Strategic Financial..., Market Research, Pricing, Business Process..., Citrix XenApp, Business Intelligence, Mergers, Investments, Business Planning, Spanish, Project Finance, Data Analysis, Qualtrics, Logistics, Negotiation, PowerPoint, Forecasting, NPD DecisionKey, Retail, Six Sigma, Lean Operations
Education
University of Miami - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
George Levitte George Levitte's Evercore Partners Experience June 2011 - August 2011
Job Lead PM for AdX buyside (Google)
Industry Internet
Experience
Google March 2014 - Present
Fab.com July 2012 - March 2014
Distinc.tt January 2012 - May 2012
Evercore Partners June 2011 - August 2011
Boston Consulting Group August 2008 - August 2010
U.S. Senate April 2007 - June 2007
Stanford MS&E research on political lobbying campaigns June 2006 - September 2006
Archaeological Dig at Monte Polizzo July 2005 - August 2005
Skills
Entrepreneurship, Business Strategy, Mergers & Acquisitions, E-commerce, Product Management, Analysis, Management, Project Management, Marketing, Strategic Partnerships, Business Development, Negotiation, Product Marketing
Education
Harvard Business School 2010 — 2012
MBA, General Management
Stanford University 2007 — 2008
MS, Management Science & Engineering
Stanford University 2004 — 2008
BA with Distinction, Economics
Google March 2014 - Present
Fab.com July 2012 - March 2014
Distinc.tt January 2012 - May 2012
Evercore Partners June 2011 - August 2011
Boston Consulting Group August 2008 - August 2010
U.S. Senate April 2007 - June 2007
Stanford MS&E research on political lobbying campaigns June 2006 - September 2006
Archaeological Dig at Monte Polizzo July 2005 - August 2005
Skills
Entrepreneurship, Business Strategy, Mergers & Acquisitions, E-commerce, Product Management, Analysis, Management, Project Management, Marketing, Strategic Partnerships, Business Development, Negotiation, Product Marketing
Education
Harvard Business School 2010 — 2012
MBA, General Management
Stanford University 2007 — 2008
MS, Management Science & Engineering
Stanford University 2004 — 2008
BA with Distinction, Economics
Daniel Cuevas Rimoch Daniel Cuevas Rimoch's Evercore Partners Experience January 2009 - July 2010
Job MBA Graduate 2012 The Wharton School at University of Pennsylvania
Industry Higher Education
Experience
University of Pennsylvania July 2010 - Present
A.T. Kearney May 2011 - August 2011
Evercore Partners January 2009 - July 2010
Laboratorios Liomont July 2007 - December 2008
Skills
Higher Education, Statistics, Student Affairs, PowerPoint, Public Speaking, Econometrics, Mathematica, Qualitative Research
Education
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor's degree, Industrial Engineering
University of Technology, Sydney 2005 — 2006
Study Abroad, Industrial Engineering
University of Pennsylvania July 2010 - Present
A.T. Kearney May 2011 - August 2011
Evercore Partners January 2009 - July 2010
Laboratorios Liomont July 2007 - December 2008
Skills
Higher Education, Statistics, Student Affairs, PowerPoint, Public Speaking, Econometrics, Mathematica, Qualitative Research
Education
Universidad Iberoamericana, Ciudad de México 2004 — 2008
Bachelor's degree, Industrial Engineering
University of Technology, Sydney 2005 — 2006
Study Abroad, Industrial Engineering
Raj Parikh Raj Parikh's Evercore Partners Experience July 2009 - June 2011
Job Cofounder & CEO at Fête
Industry Internet
Experience
Genstar Capital July 2011 - September 2013
Evercore Partners July 2009 - June 2011
The Lazy Grocer September 2007 - May 2009
Lehman Brothers May 2008 - August 2008
Thomson Financial May 2007 - August 2007
Skills
Private Equity, Capital IQ, Equity Research, Financial Modeling, Mergers, LBO, Equities, Corporate Development, Due Diligence, Emerging Markets, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Venture Capital, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, DCF
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Management
Universidad de Alicante 2006 — 2006
North Gwinnett High School 2001 — 2005
High School
Genstar Capital July 2011 - September 2013
Evercore Partners July 2009 - June 2011
The Lazy Grocer September 2007 - May 2009
Lehman Brothers May 2008 - August 2008
Thomson Financial May 2007 - August 2007
Skills
Private Equity, Capital IQ, Equity Research, Financial Modeling, Mergers, LBO, Equities, Corporate Development, Due Diligence, Emerging Markets, Valuation, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Venture Capital, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, DCF
Education
University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.), Finance, Management
Universidad de Alicante 2006 — 2006
North Gwinnett High School 2001 — 2005
High School
Joe Recendez's Evercore Partners Experience January 2011 - September 2013
Job Equity Research
Industry Financial Services
Experience
BMO Capital Markets March 2014 - April 2015
Evercore Partners January 2011 - September 2013
Ticonderoga Securities LLC April 2010 - January 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Capital Markets, Due Diligence, Finance, Bloomberg, Corporate Finance, Private Equity
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance
University of Illinois College of Law 2001 — 2004
JD, Law
University of Notre Dame 1996 — 2001
BA, Economics, Philosophy
BMO Capital Markets March 2014 - April 2015
Evercore Partners January 2011 - September 2013
Ticonderoga Securities LLC April 2010 - January 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Capital Markets, Due Diligence, Finance, Bloomberg, Corporate Finance, Private Equity
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Finance
University of Illinois College of Law 2001 — 2004
JD, Law
University of Notre Dame 1996 — 2001
BA, Economics, Philosophy
Mark Houston Mark Houston's Evercore Partners Experience April 2007 - July 2009
Job Vice President, Financial Planning & Analysis at Stanadyne LLC
Industry Automotive
Experience
Stanadyne LLC November 2014 - Present
Lessings Inc. February 2012 - November 2014
Conway, Del Genio, Gries & Co., LLC July 2009 - January 2012
Evercore Partners April 2007 - July 2009
Deutsche Bank August 2003 - March 2007
UBS June 1999 - October 2002
Skills
Financial Modeling, Equities, Mergers, Debt, Corporate Finance, Restructuring, LBO, Credit, Projections, Budgeting, Target Identification, Valuation, Forecasting, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Planning, Cash Flow, Capital Markets, Business Planning, Fixed Income, Capital, Negotiation, Venture Capital, Divestitures, IPO, Bonds, Contract Negotiation, Business Valuation, Bloomberg, Capital Budgeting, Industry Analysis, Corporate Development, Capital Structure, Investment Banking, Debt Restructuring, Cash Flow Forecasting, Mergers & Acquisitions, Budgets, Financial Structuring, Executive Management, Acquisitions, M&A experience, Leveraged Finance, Private Placements, P&L Management, Top Line Growth, EBITDA Growth, Strategic Growth...
Education
London Business School 2002 — 2003
Masters in Finance, Finance, Derivatives, Economics, Accounting
McGill University 1995 — 1999
BComm, Business Adminstration, Finance, Accounting, Mathematics
Nepean High School 1991 — 1995
Ontario Secondary School Diploma
Stanadyne LLC November 2014 - Present
Lessings Inc. February 2012 - November 2014
Conway, Del Genio, Gries & Co., LLC July 2009 - January 2012
Evercore Partners April 2007 - July 2009
Deutsche Bank August 2003 - March 2007
UBS June 1999 - October 2002
Skills
Financial Modeling, Equities, Mergers, Debt, Corporate Finance, Restructuring, LBO, Credit, Projections, Budgeting, Target Identification, Valuation, Forecasting, Due Diligence, Strategic Planning, Private Equity, Financial Analysis, Planning, Cash Flow, Capital Markets, Business Planning, Fixed Income, Capital, Negotiation, Venture Capital, Divestitures, IPO, Bonds, Contract Negotiation, Business Valuation, Bloomberg, Capital Budgeting, Industry Analysis, Corporate Development, Capital Structure, Investment Banking, Debt Restructuring, Cash Flow Forecasting, Mergers & Acquisitions, Budgets, Financial Structuring, Executive Management, Acquisitions, M&A experience, Leveraged Finance, Private Placements, P&L Management, Top Line Growth, EBITDA Growth, Strategic Growth...
Education
London Business School 2002 — 2003
Masters in Finance, Finance, Derivatives, Economics, Accounting
McGill University 1995 — 1999
BComm, Business Adminstration, Finance, Accounting, Mathematics
Nepean High School 1991 — 1995
Ontario Secondary School Diploma
Henry Heeney Henry Heeney's Evercore Partners Experience April 2013 - September 2014
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
Maplelane Capital October 2014 - Present
Evercore Partners April 2013 - September 2014
Tangoo Entertainment Inc. 2011 - 2014
BMO Capital Markets July 2011 - March 2013
Accordios 2011 - 2011
BMO Capital Markets May 2010 - August 2010
BTAWorks November 2008 - July 2010
Manulife Capital Markets 2008 - 2008
Skills
Financial Modeling, Investment Banking, Equity Research, Bloomberg, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Corporate Finance, Capital IQ, Investments, Equities, Business Development, Private Equity, Financial Analysis, Fixed Income, Equity Valuation, Venture Capital, Business Valuation
Education
The University of British Columbia 2006 — 2011
Bachelor of Commerce (BCom), Finance
Maplelane Capital October 2014 - Present
Evercore Partners April 2013 - September 2014
Tangoo Entertainment Inc. 2011 - 2014
BMO Capital Markets July 2011 - March 2013
Accordios 2011 - 2011
BMO Capital Markets May 2010 - August 2010
BTAWorks November 2008 - July 2010
Manulife Capital Markets 2008 - 2008
Skills
Financial Modeling, Investment Banking, Equity Research, Bloomberg, Mergers & Acquisitions, Capital Markets, Due Diligence, Valuation, Corporate Finance, Capital IQ, Investments, Equities, Business Development, Private Equity, Financial Analysis, Fixed Income, Equity Valuation, Venture Capital, Business Valuation
Education
The University of British Columbia 2006 — 2011
Bachelor of Commerce (BCom), Finance
Shiv Daryani Shiv Daryani's Evercore Partners Experience June 2012 - June 2014
Job Operations & Logistics Manager at Uber
Industry Consumer Services
Experience
Uber July 2015 - Present
Grabb Mobile Inc October 2014 - April 2015
Evercore Partners June 2012 - June 2014
ONCAP - Onex Corporation's Middle Market Private Equity Fund May 2011 - August 2011
Renaissance Capital May 2010 - August 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Business Administration
The University of Western Ontario 2008 — 2010
Economics
Appleby College 2004 — 2008
Uber July 2015 - Present
Grabb Mobile Inc October 2014 - April 2015
Evercore Partners June 2012 - June 2014
ONCAP - Onex Corporation's Middle Market Private Equity Fund May 2011 - August 2011
Renaissance Capital May 2010 - August 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Business Administration
The University of Western Ontario 2008 — 2010
Economics
Appleby College 2004 — 2008
Sameer Reddy's Evercore Partners Experience September 2011 - May 2015
Job Angel Investor / Startup Consultant at Self
Industry Financial Services
Experience
Self May 2015 - Present
Evercore Partners September 2011 - May 2015
Lexicon Partners March 2010 - September 2011
GE Energy Financial Services June 2007 - February 2010
Skills
Valuation, Financial Modeling, Project Finance, Cleantech, Investments, Due Diligence, Financial Analysis, Venture Capital, Financial Structuring, Renewable Energy, Capital Markets, Team Leadership, Mergers & Acquisitions, Private Equity, Corporate Finance, Leadership, Clean Technology, Investment Banking, Mergers, Financial Reporting
Education
University of Florida 2001 — 2005
BS/BA, Finance, Economics
Self May 2015 - Present
Evercore Partners September 2011 - May 2015
Lexicon Partners March 2010 - September 2011
GE Energy Financial Services June 2007 - February 2010
Skills
Valuation, Financial Modeling, Project Finance, Cleantech, Investments, Due Diligence, Financial Analysis, Venture Capital, Financial Structuring, Renewable Energy, Capital Markets, Team Leadership, Mergers & Acquisitions, Private Equity, Corporate Finance, Leadership, Clean Technology, Investment Banking, Mergers, Financial Reporting
Education
University of Florida 2001 — 2005
BS/BA, Finance, Economics
Kinsey Baker Kinsey Baker's Evercore Partners Experience June 2012 - September 2013
Job Investor Relations at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Carlson Capital, L.P. 2013 - Present
Evercore Partners June 2012 - September 2013
Evercore Partners June 2011 - August 2011
Sun Life Financial June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Liquidity Analysis, Bloomberg, Corporate Finance, DCF, Restructuring, Prospect Research, Series 63, Series 79, Capital IQ, Factset
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA) / Business Honors Program, Finance/ Minor in Marketing
Daniel Autrique Daniel Autrique's Evercore Partners Experience 2009 - 2012
Job Consultant at Bain & Company
Industry Investment Banking
Experience
Bain & Company 2014 - Present
BofA Merrill Lynch June 2013 - August 2013
Embrace 2013 - 2013
Evercore Partners 2009 - 2012
AURU S.A. de C.V. 2007 - December 2011
Skills
Public Healthcare, Primary Health Care, Mobile Payments, Infrastructure, Public Private..., Project Finance, Investment Banking, Microfinance, Microsoft Excel, Microsoft Office 2008..., Microsoft Power Point, Financial Modeling, Analytic Thinking, VBA, Data Analysis, Spanish, Derivatives, Market Research, Analytics, Portfolio Management, Entrepreneurship, IPO, Mergers, Latin America, Financial Analysis, LBO, Private Equity, Business Planning, Valuation, Mergers & Acquisitions
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
Instituto Tecnológico Autónomo de México / ITAM 2005 — 2010
Bachelor of Arts (B.A.), Economics, 95.7/100
prepa tec
Bain & Company 2014 - Present
BofA Merrill Lynch June 2013 - August 2013
Embrace 2013 - 2013
Evercore Partners 2009 - 2012
AURU S.A. de C.V. 2007 - December 2011
Skills
Public Healthcare, Primary Health Care, Mobile Payments, Infrastructure, Public Private..., Project Finance, Investment Banking, Microfinance, Microsoft Excel, Microsoft Office 2008..., Microsoft Power Point, Financial Modeling, Analytic Thinking, VBA, Data Analysis, Spanish, Derivatives, Market Research, Analytics, Portfolio Management, Entrepreneurship, IPO, Mergers, Latin America, Financial Analysis, LBO, Private Equity, Business Planning, Valuation, Mergers & Acquisitions
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Business/Commerce, General
Instituto Tecnológico Autónomo de México / ITAM 2005 — 2010
Bachelor of Arts (B.A.), Economics, 95.7/100
prepa tec
Frank Ferro,CPA, MBA Frank Ferro,CPA, MBA's Evercore Partners Experience July 2005 - June 2006
Job Global Chief Financial Officer at AirFasttickets
Industry Accounting
Experience
AirFasttickets July 2012 - Present
Kaplan EduNeering March 2012 - July 2012
Prospect Capital Management November 2011 - February 2012
Societe Generale January 2011 - June 2011
D.B. Zwirn & Co. LLC January 2008 - May 2010
D.B.Zwirn Co. January 2008 - May 2010
XBRL US, Inc. June 2007 - December 2007
Evercore Partners July 2005 - June 2006
New York Mercantile Exchange February 2004 - October 2004
Itsy Bitsy Entertainment Co February 2002 - December 2003
Skills
Excel, SOX, Mergers, IPO, FCPA, Fraud, Advertising, SEC reporting, Internal Controls, GAAP, Corporate Tax, Financial Reporting, Financial Analysis, Accounting, IFRS, Due Diligence, Budgeting, Consolidation, Audit, Internal Audit, Financial Planning, US GAAP, Tax, Restructuring, Equities, General Ledger, Banking, P&L, Financial Control, Revenue Recognition, Accounts Receivable, Auditing, Forecasting, Sarbanes-Oxley Act, Cash Management, SEC filings, Mergers & Acquisitions, Finance, Financial Statements, Financial Audits, Budgets, Microsoft Excel, Corporate Finance, CPA, Start-ups, Payroll, Sarbanes-Oxley, Income Tax, Journal Entries, Private Equity
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
MBA, Accounting and Taxation
St. John's University, The Peter J. Tobin College of Business 1969 — 1973
bs, Business-Accounting
Mater Christi 1965 — 1969
HS Diploma, Business and Bookkeeping
AirFasttickets July 2012 - Present
Kaplan EduNeering March 2012 - July 2012
Prospect Capital Management November 2011 - February 2012
Societe Generale January 2011 - June 2011
D.B. Zwirn & Co. LLC January 2008 - May 2010
D.B.Zwirn Co. January 2008 - May 2010
XBRL US, Inc. June 2007 - December 2007
Evercore Partners July 2005 - June 2006
New York Mercantile Exchange February 2004 - October 2004
Itsy Bitsy Entertainment Co February 2002 - December 2003
Skills
Excel, SOX, Mergers, IPO, FCPA, Fraud, Advertising, SEC reporting, Internal Controls, GAAP, Corporate Tax, Financial Reporting, Financial Analysis, Accounting, IFRS, Due Diligence, Budgeting, Consolidation, Audit, Internal Audit, Financial Planning, US GAAP, Tax, Restructuring, Equities, General Ledger, Banking, P&L, Financial Control, Revenue Recognition, Accounts Receivable, Auditing, Forecasting, Sarbanes-Oxley Act, Cash Management, SEC filings, Mergers & Acquisitions, Finance, Financial Statements, Financial Audits, Budgets, Microsoft Excel, Corporate Finance, CPA, Start-ups, Payroll, Sarbanes-Oxley, Income Tax, Journal Entries, Private Equity
Education
St. John's University, The Peter J. Tobin College of Business 1976 — 1980
MBA, Accounting and Taxation
St. John's University, The Peter J. Tobin College of Business 1969 — 1973
bs, Business-Accounting
Mater Christi 1965 — 1969
HS Diploma, Business and Bookkeeping
Arun Abraham Arun Abraham's Evercore Partners Experience May 2013 - Present
Job Investment Banking Associate (M&A) at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners May 2013 - Present
University of Chicago Booth School of Business September 2011 - March 2013
Evercore Partners June 2012 - August 2012
Cadwalader, Wickersham & Taft LLP September 2007 - August 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
University of Southern California Law School 2004 — 2007
Juris Doctor (J.D.)
Yale University 2000 — 2004
Bachelor's Degree, Mathematics & Philosophy, EP&E (Ethics, Politics & Economics), Graduated with Distinction
Evercore Partners May 2013 - Present
University of Chicago Booth School of Business September 2011 - March 2013
Evercore Partners June 2012 - August 2012
Cadwalader, Wickersham & Taft LLP September 2007 - August 2011
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Accounting, Entrepreneurship
University of Southern California Law School 2004 — 2007
Juris Doctor (J.D.)
Yale University 2000 — 2004
Bachelor's Degree, Mathematics & Philosophy, EP&E (Ethics, Politics & Economics), Graduated with Distinction
Lizzy Conner Lizzy Conner's Evercore Partners Experience January 2012 - September 2013
Job Marketing at Lucas Eilers Design Associates, LLP
Industry Design
Experience
Lucas Eilers Design Associates, LLP October 2013 - Present
Evercore Partners January 2012 - September 2013
Benchmark Bank July 2009 - October 2011
Benchmark Bank August 2009 - July 2011
McMinn Law Firm January 2009 - April 2009
GSD&M August 2008 - December 2008
Skills
Marketing, Credit Analysis, Financial Analysis, Social Media, Media Planning, Microsoft Excel, Sales, Customer Service, Business Development, PowerPoint, Banking, Leadership, Analysis, Microsoft Office, Negotiation, Outlook, Microsoft Word, Business Strategy
Education
The University of Texas at Austin 2005 — 2009
Corporate Communication
Lucas Eilers Design Associates, LLP October 2013 - Present
Evercore Partners January 2012 - September 2013
Benchmark Bank July 2009 - October 2011
Benchmark Bank August 2009 - July 2011
McMinn Law Firm January 2009 - April 2009
GSD&M August 2008 - December 2008
Skills
Marketing, Credit Analysis, Financial Analysis, Social Media, Media Planning, Microsoft Excel, Sales, Customer Service, Business Development, PowerPoint, Banking, Leadership, Analysis, Microsoft Office, Negotiation, Outlook, Microsoft Word, Business Strategy
Education
The University of Texas at Austin 2005 — 2009
Corporate Communication
Chris Tsoukalas's Evercore Partners Experience June 2012 - April 2014
Job Analyst at D. E. Shaw & Co.
Industry Investment Banking
Experience
D. E. Shaw & Co. April 2014 - Present
Evercore Partners June 2012 - April 2014
Lazard Freres & Co. May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
D. E. Shaw & Co. April 2014 - Present
Evercore Partners June 2012 - April 2014
Lazard Freres & Co. May 2011 - August 2011
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Shawn Pride Shawn Pride's Evercore Partners Experience 2005 - 2005
Job Principal, Ernst & Young Advisory
Industry Financial Services
Experience
Ernst & Young March 2013 - Present
P&L Consulting Group July 2006 - March 2013
JPMorgan Partners 1999 - 2006
Accenture 1998 - 2006
Evercore Partners 2005 - 2005
Skills
Private Equity, Business Analysis, Asset Management, Portfolio Management, Accounting
Education
University of Maryland College Park 1995 — 1998
MS, Mathematics & Education
Spelman College 1988 — 1992
BA, Mathematics
Ernst & Young March 2013 - Present
P&L Consulting Group July 2006 - March 2013
JPMorgan Partners 1999 - 2006
Accenture 1998 - 2006
Evercore Partners 2005 - 2005
Skills
Private Equity, Business Analysis, Asset Management, Portfolio Management, Accounting
Education
University of Maryland College Park 1995 — 1998
MS, Mathematics & Education
Spelman College 1988 — 1992
BA, Mathematics
Geoff Treat's Evercore Partners Experience March 2013 - Present
Job Associate at Evercore Partners
Industry Financial Services
Experience
Evercore Partners March 2013 - Present
UBS Investment Bank July 2011 - March 2013
Lemma Senbet Investment Fund May 2010 - May 2011
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Double B.S, Finance & Accounting
Evercore Partners March 2013 - Present
UBS Investment Bank July 2011 - March 2013
Lemma Senbet Investment Fund May 2010 - May 2011
UBS Investment Bank June 2010 - August 2010
PricewaterhouseCoopers June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Double B.S, Finance & Accounting
Preeti Doshi Preeti Doshi's Evercore Partners Experience 2010 - 2014
Job Director of Media Operations, Ampush Media
Industry Internet
Experience
Evercore Partners 2010 - 2014
American Century Investments 2008 - 2009
LEK Consulting 2004 - 2006
ZS Associates 2003 - 2004
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Equities, Capital Markets, Equity Valuation, Strategy, Business Development, Business Strategy, Business Analysis, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Market Research, Customer Insight
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Massachusetts Institute of Technology 1999 — 2003
Rancho Bernardo High School 1995 — 1999
Mediabistro
Evercore Partners 2010 - 2014
American Century Investments 2008 - 2009
LEK Consulting 2004 - 2006
ZS Associates 2003 - 2004
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Equities, Capital Markets, Equity Valuation, Strategy, Business Development, Business Strategy, Business Analysis, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Market Research, Customer Insight
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Massachusetts Institute of Technology 1999 — 2003
Rancho Bernardo High School 1995 — 1999
Mediabistro
Vadim Zhitomirsky, CFA Vadim Zhitomirsky, CFA's Evercore Partners Experience April 2012 - May 2014
Job Director of Research at Pan Reliance Capital Advisors
Industry Investment Management
Experience
Pan Reliance Capital Advisors June 2014 - Present
Evercore Partners April 2012 - May 2014
Merrill Lynch June 2010 - March 2012
Hudson Capital Group 2008 - 2009
Skills
Bloomberg, Financial Modeling, Asset Management, Equities, Wealth Management, Derivatives, Emerging Markets, Business Development, Financial Analysis, Financial Markets, Portfolio Management, Fixed Income, Hedge Funds, Asset Allocation, Securities
Education
New York University 2006 — 2010
BA, Economics and Mathematics
Pan Reliance Capital Advisors June 2014 - Present
Evercore Partners April 2012 - May 2014
Merrill Lynch June 2010 - March 2012
Hudson Capital Group 2008 - 2009
Skills
Bloomberg, Financial Modeling, Asset Management, Equities, Wealth Management, Derivatives, Emerging Markets, Business Development, Financial Analysis, Financial Markets, Portfolio Management, Fixed Income, Hedge Funds, Asset Allocation, Securities
Education
New York University 2006 — 2010
BA, Economics and Mathematics
Kenny Yung's Evercore Partners Experience June 2013 - August 2013
Job M&A Associate at Evercore
Industry Investment Banking
Experience
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Booz & Company March 2010 - May 2012
Accenture September 2008 - December 2009
Skills
Business Strategy, Business Analysis, Financial Analysis, Emerging Markets, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
INSEAD 2014 — 2014
MBA Exchange Program
The University of British Columbia 2004 — 2008
Bachelor of Commerce
Evercore August 2014 - Present
Evercore Partners June 2013 - August 2013
Booz & Company March 2010 - May 2012
Accenture September 2008 - December 2009
Skills
Business Strategy, Business Analysis, Financial Analysis, Emerging Markets, Project Management, Corporate Finance
Education
Wharton School, University of Pennsylvania 2012 — 2014
MBA
INSEAD 2014 — 2014
MBA Exchange Program
The University of British Columbia 2004 — 2008
Bachelor of Commerce
Cheng(Frank) Chen Cheng(Frank) Chen's Evercore Partners Experience June 2013 - February 2014
Job Investment Banking Analyst at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners February 2014 - February 2015
Evercore Partners June 2013 - February 2014
Dos Rios Partners May 2011 - May 2013
Town Lake Capital Management August 2010 - December 2010
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Private Equity, Equities, Research, Business Development, Valuation, Project Planning, Program Management, Financial Analysis, Statistics, Management, Bloomberg, Corporate Finance, Asset Management, Microsoft Excel, Due Diligence, PowerPoint, Finance, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, BS, Finance, Computer Science Honors
Guggenheim Partners February 2014 - February 2015
Evercore Partners June 2013 - February 2014
Dos Rios Partners May 2011 - May 2013
Town Lake Capital Management August 2010 - December 2010
Skills
Analysis, Financial Modeling, Economics, Portfolio Management, Private Equity, Equities, Research, Business Development, Valuation, Project Planning, Program Management, Financial Analysis, Statistics, Management, Bloomberg, Corporate Finance, Asset Management, Microsoft Excel, Due Diligence, PowerPoint, Finance, Investment Banking, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
BBA, BS, Finance, Computer Science Honors
Sasha Bernier Sasha Bernier's Evercore Partners Experience 2006 - 2007
Job
Industry
Experience
Cheltenham Investments/Grupo Ponte LLC August 2011 - Present
Evercore Partners 2006 - 2007
Skills
Investments, Analysis, Financial Modeling, Private Equity, Special Situations, Finance, Mezzanine, Due Diligence, Real Estate, Capital Markets, Commodity, Equities, Valuation, Capital
Education
University of Pennsylvania 2003 — 2006
Doctor of Law (J.D.), Law
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Cheltenham Investments/Grupo Ponte LLC August 2011 - Present
Evercore Partners 2006 - 2007
Skills
Investments, Analysis, Financial Modeling, Private Equity, Special Situations, Finance, Mezzanine, Due Diligence, Real Estate, Capital Markets, Commodity, Equities, Valuation, Capital
Education
University of Pennsylvania 2003 — 2006
Doctor of Law (J.D.), Law
University of North Carolina at Chapel Hill 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Marshall Burke's Evercore Partners Experience February 2013 - July 2015
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2015 - Present
Evercore Partners February 2013 - July 2015
Citi May 2012 - February 2013
Citi June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Equities, Microsoft Excel, Banking, Valuation, Capital Markets, Bloomberg, Private Equity, Due Diligence, Mergers & Acquisitions, Finance, Data Analysis, Investments
Education
University of Virginia 2008 — 2012
Bachelor of Commerce (B.Com.), Finance and Management
London School of Economics and Political Science 2010 — 2010
International Studies
McCallie School 2004 — 2008
High School Diploma
Apollo Global Management LLC August 2015 - Present
Evercore Partners February 2013 - July 2015
Citi May 2012 - February 2013
Citi June 2011 - August 2011
Skills
Investment Banking, Financial Modeling, Corporate Finance, Financial Analysis, Equities, Microsoft Excel, Banking, Valuation, Capital Markets, Bloomberg, Private Equity, Due Diligence, Mergers & Acquisitions, Finance, Data Analysis, Investments
Education
University of Virginia 2008 — 2012
Bachelor of Commerce (B.Com.), Finance and Management
London School of Economics and Political Science 2010 — 2010
International Studies
McCallie School 2004 — 2008
High School Diploma
Nia Logan's Evercore Partners Experience July 2011 - August 2011
Job Intern at Evercore Partners
Industry Investment Banking
Experience
AIG July 2012 - August 2012
Evercore Partners July 2011 - August 2011
Tishman Speyer July 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Howard University 2011 — 2015
Accounting
AIG July 2012 - August 2012
Evercore Partners July 2011 - August 2011
Tishman Speyer July 2010 - August 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Howard University 2011 — 2015
Accounting
Jose Quintana Osuna Jose Quintana Osuna's Evercore Partners Experience September 2008 - January 2011
Job Investment and Merchant Banking at LionTree
Industry Investment Banking
Experience
LionTree July 2015 - Present
Credit Suisse July 2014 - June 2015
Harvard University, John F. Kennedy School of Government August 2012 - June 2014
MIT Sloan School of Management August 2011 - June 2014
Credit Suisse June 2013 - August 2013
Cinepolis Corporativo July 2012 - August 2012
Evercore Partners September 2008 - January 2011
GEA GRUPO DE ECONOMISTAS Y ASOCIADOS March 2008 - August 2008
Skills
Financial Modeling, Econometrics, Corporate Finance, Private Equity, Valuation, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Economics, Political Science, Finance, Equity Research, Equities, Capital Markets, Bloomberg, Venture Capital, Business Valuation, BJJ, RNC
Education
Harvard Kennedy School of Government 2012 — 2014
Master in Public Administration in International Development, Economics
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Science (B.S.), Economics
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Arts (B.A.), Political Science
LionTree July 2015 - Present
Credit Suisse July 2014 - June 2015
Harvard University, John F. Kennedy School of Government August 2012 - June 2014
MIT Sloan School of Management August 2011 - June 2014
Credit Suisse June 2013 - August 2013
Cinepolis Corporativo July 2012 - August 2012
Evercore Partners September 2008 - January 2011
GEA GRUPO DE ECONOMISTAS Y ASOCIADOS March 2008 - August 2008
Skills
Financial Modeling, Econometrics, Corporate Finance, Private Equity, Valuation, Investment Banking, Due Diligence, Emerging Markets, Financial Analysis, Economics, Political Science, Finance, Equity Research, Equities, Capital Markets, Bloomberg, Venture Capital, Business Valuation, BJJ, RNC
Education
Harvard Kennedy School of Government 2012 — 2014
Master in Public Administration in International Development, Economics
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2014
Master of Business Administration (M.B.A.), Finance
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Science (B.S.), Economics
Instituto Tecnológico Autónomo de México 2003 — 2008
Bachelor of Arts (B.A.), Political Science
Omar Jabri's Evercore Partners Experience July 2008 - June 2011
Job Senior Associate at Lexington Partners
Industry Venture Capital & Private Equity
Experience
Lexington Partners August 2011 - Present
Evercore Partners July 2008 - June 2011
Skills
French, Arabic
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2008
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 2008 — 2008
Management (Exchange Student)
Marianopolis College 2004 — 2004
DEC
Lexington Partners August 2011 - Present
Evercore Partners July 2008 - June 2011
Skills
French, Arabic
Education
The University of Western Ontario - Richard Ivey School of Business 2004 — 2008
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 2008 — 2008
Management (Exchange Student)
Marianopolis College 2004 — 2004
DEC
Sandee Price Sandee Price's Evercore Partners Experience May 1998 - May 1999
Job
Industry Marketing and Advertising
Experience
8 Feathers Distillery February 2013 - Present
My No-Slip Headbands May 2011 - Present
CROSSMARK June 2008 - January 2012
TracyLocke September 2006 - June 2008
TracyLocke August 2006 - January 2007
G2 Promotional Marketing 2000 - 2006
Evercore Partners May 1998 - May 1999
Skills
Retail, Shopper Marketing, Cross-functional Team..., Marketing Strategy, Integrated Marketing, Consumer Products, Customer Insight, P&L Management, Marketing, Sales, Leadership, Team Building, Management, Market Planning, Sales Operations, CRM
Education
St. Cloud State University 1989 — 1993
St. Cloud State University - Herberger Business School 1989 — 1993
8 Feathers Distillery February 2013 - Present
My No-Slip Headbands May 2011 - Present
CROSSMARK June 2008 - January 2012
TracyLocke September 2006 - June 2008
TracyLocke August 2006 - January 2007
G2 Promotional Marketing 2000 - 2006
Evercore Partners May 1998 - May 1999
Skills
Retail, Shopper Marketing, Cross-functional Team..., Marketing Strategy, Integrated Marketing, Consumer Products, Customer Insight, P&L Management, Marketing, Sales, Leadership, Team Building, Management, Market Planning, Sales Operations, CRM
Education
St. Cloud State University 1989 — 1993
St. Cloud State University - Herberger Business School 1989 — 1993
Kevan Huston Kevan Huston's Evercore Partners Experience August 2012 - Present
Job Vice President, Advisory Evercore Partners
Industry Investment Banking
Experience
The Bolde, Inc. May 2014 - Present
Evercore Partners August 2012 - Present
Microsoft March 2008 - August 2012
UBS Investment Bank February 2006 - March 2008
UBS Investment Bank February 2002 - February 2006
Oliver Wyman & Co. March 2000 - April 2002
Credit Suisse 1998 - 2000
Industry Canada 1996 - 1998
Skills
Vendor Management, Content Strategy, Community Engagement, SharePoint, content curation, Content Marketing, Information Literacy, Social Enterprise, Curating, Program Management, Investment Banking, CRM, Content Management, Management, Enterprise Software, Analysis, Market Research, Visio, Process Improvement, Project Management, Consulting, Analytics, Competitive Intelligence, Training, Mergers & Acquisitions, Strategy
Education
The University of Western Ontario 1996 — 1997
MIS
The University of Western Ontario 1994 — 1995
MA
The University of Lethbridge 1989 — 1994
BA
The Bolde, Inc. May 2014 - Present
Evercore Partners August 2012 - Present
Microsoft March 2008 - August 2012
UBS Investment Bank February 2006 - March 2008
UBS Investment Bank February 2002 - February 2006
Oliver Wyman & Co. March 2000 - April 2002
Credit Suisse 1998 - 2000
Industry Canada 1996 - 1998
Skills
Vendor Management, Content Strategy, Community Engagement, SharePoint, content curation, Content Marketing, Information Literacy, Social Enterprise, Curating, Program Management, Investment Banking, CRM, Content Management, Management, Enterprise Software, Analysis, Market Research, Visio, Process Improvement, Project Management, Consulting, Analytics, Competitive Intelligence, Training, Mergers & Acquisitions, Strategy
Education
The University of Western Ontario 1996 — 1997
MIS
The University of Western Ontario 1994 — 1995
MA
The University of Lethbridge 1989 — 1994
BA
Blake Gower Blake Gower's Evercore Partners Experience July 2010 - December 2012
Job Investment Analyst at Valinor Management
Industry Financial Services
Experience
Valinor Management July 2014 - Present
SEAM Holdings January 2013 - January 2015
Evercore Partners July 2010 - December 2012
Evercore Partners June 2009 - August 2009
University of Michigan September 2008 - May 2009
Skills
Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance/Strategy
Tsinghua University 2008 — 2008
School of Economics and Management
University of Michigan 2005 — 2007
BBA, Ross School of Business
Valinor Management July 2014 - Present
SEAM Holdings January 2013 - January 2015
Evercore Partners July 2010 - December 2012
Evercore Partners June 2009 - August 2009
University of Michigan September 2008 - May 2009
Skills
Financial Modeling, Private Equity, Investment Banking, Mergers & Acquisitions, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
BBA, Finance/Strategy
Tsinghua University 2008 — 2008
School of Economics and Management
University of Michigan 2005 — 2007
BBA, Ross School of Business
Charles McCain Charles McCain's Evercore Partners Experience 2010 - 2010
Job IT / Desktop Support Technician
Industry Computer Networking
Experience
Morgan Stanley April 2014 - Present
ABC Disney August 2010 - April 2014
Deutsche Bank October 2007 - December 2011
Zurich Financial Services June 2010 - August 2010
Bank of America July 2009 - June 2010
Weight Watchers December 2009 - January 2010
Evercore Partners 2010 - 2010
Apex 2009 - 2010
Deutsche Bank October 2007 - August 2009
Credit Suisse July 2009 - July 2009
Skills
Windows Server 2003, Mac OS X, Windows XP Professional, Windows Vista, Access, Microsoft Excel, PowerPoint, QuarkXPress, Active Directory, Windows 7, Troubleshooting, Windows, Servers, Operating Systems, Computer Hardware, Laptops, Printers, Network Administration, XP, Windows Server, Cisco Technologies, OS X, Help Desk Support, Software Installation, Technical Support, Networking, Hardware, Network Design, HP, System Deployment, Integration, Citrix, Remote Desktop, System Administration, VMware, Blackberry, Network Security, TCP/IP, DNS, Disaster Recovery, VPN, Antivirus, Windows XP, Blackberry Enterprise..., Firewalls, Microsoft Exchange, DHCP, IT Operations, Routers, Group Policy
Education
Technology Career Services 2009 — 2010
n/a, A+, Network+, CCNA Certification
Katharine Gibbs School 2007 — 2009
Associates Degree in Computer Network Operations, Computer Network Operations
Katharine Gibbs School New 2007 — 2009
A.O.S, Computer Network Operations 2007
Morgan Stanley April 2014 - Present
ABC Disney August 2010 - April 2014
Deutsche Bank October 2007 - December 2011
Zurich Financial Services June 2010 - August 2010
Bank of America July 2009 - June 2010
Weight Watchers December 2009 - January 2010
Evercore Partners 2010 - 2010
Apex 2009 - 2010
Deutsche Bank October 2007 - August 2009
Credit Suisse July 2009 - July 2009
Skills
Windows Server 2003, Mac OS X, Windows XP Professional, Windows Vista, Access, Microsoft Excel, PowerPoint, QuarkXPress, Active Directory, Windows 7, Troubleshooting, Windows, Servers, Operating Systems, Computer Hardware, Laptops, Printers, Network Administration, XP, Windows Server, Cisco Technologies, OS X, Help Desk Support, Software Installation, Technical Support, Networking, Hardware, Network Design, HP, System Deployment, Integration, Citrix, Remote Desktop, System Administration, VMware, Blackberry, Network Security, TCP/IP, DNS, Disaster Recovery, VPN, Antivirus, Windows XP, Blackberry Enterprise..., Firewalls, Microsoft Exchange, DHCP, IT Operations, Routers, Group Policy
Education
Technology Career Services 2009 — 2010
n/a, A+, Network+, CCNA Certification
Katharine Gibbs School 2007 — 2009
Associates Degree in Computer Network Operations, Computer Network Operations
Katharine Gibbs School New 2007 — 2009
A.O.S, Computer Network Operations 2007
Daniel Chawner Daniel Chawner's Evercore Partners Experience April 2010 - Present
Job Director at Evercore Partners
Industry Computer Software
Experience
Evercore Partners April 2010 - Present
CSC (Formerly FCG) August 2007 - June 2010
BT-INS February 2005 - August 2007
Immedient January 2002 - February 2005
Alpha Technologies August 1998 - January 2002
Skills
.NET, SharePoint, Project Coordination, Product Management, Enterprise Architecture, Architecture, Integration, Software Project..., Cloud Computing, Microsoft SQL Server, C#, Requirements Analysis, Solution Architecture, ASP.NET, Software Development, Business Analysis, IT Strategy, Program Management, Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS
Evercore Partners April 2010 - Present
CSC (Formerly FCG) August 2007 - June 2010
BT-INS February 2005 - August 2007
Immedient January 2002 - February 2005
Alpha Technologies August 1998 - January 2002
Skills
.NET, SharePoint, Project Coordination, Product Management, Enterprise Architecture, Architecture, Integration, Software Project..., Cloud Computing, Microsoft SQL Server, C#, Requirements Analysis, Solution Architecture, ASP.NET, Software Development, Business Analysis, IT Strategy, Program Management, Management
Education
Rutgers University-New Brunswick 1991 — 1995
BS
Eugene Koysman Eugene Koysman's Evercore Partners Experience July 2010 - October 2014
Job Vice President at Barclays (Equity Research / U.S. Banks)
Industry Research
Experience
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Barclays Investment Bank October 2014 - Present
Evercore Partners July 2010 - October 2014
Macquarie Bank December 2009 - June 2010
Fox-Pitt Kelton June 2008 - November 2009
Kaufman Bros. March 2008 - June 2008
New York Private Bank & Trust FSB January 2005 - March 2008
Federated Investors August 2000 - January 2005
Paine Webber June 1999 - August 2000
Skills
Mergers, Competitive Analysis, Equity Research, Valuation, Asset Managment, Investment Research, Bloomberg, Financial Modeling, Capital Markets, Equities, Hedge Funds, Series 7, Investment Banking, Private Equity, Equity Valuation, Investments, Financial Analysis, DCF, Investment Management, Securities, Financial Statement..., Financial Markets, Value Investing, Investment Strategies, Fundamental Analysis, Financial Research, Sell Side, Mutual Funds, Asset Management, Bonds, Corporate Finance, Banking, Mergers & Acquisitions, Financial Services, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Management
Pace University 1996 — 2000
BBA, Finance
Abraham Aldama Abraham Aldama's Evercore Partners Experience June 2009 - February 2012
Job PhD Student, Politics, NYU
Industry Research
Experience
Autónomo February 2012 - July 2013
Evercore Partners June 2009 - February 2012
ITAM January 2007 - December 2010
Poder Cívico AC July 2008 - November 2008
Skills
Economics, Stata, Financial Modeling, Econometrics, Investment Banking, Financial Analysis, Spanish, Economía, Finanzas, Elaboración de modelos..., Política, Español, Planificación..., Análisis, Análisis legislativo, Estrategia empresarial, Banca de inversión, Análisis financiero, Econometría, Estadística
Education
New York University 2013 — 2018
Doctor of Philosophy (PhD), Politics
Instituto Tecnológico Autónomo de México 2005 — 2010
Licenciado, Economía
Instituto Tecnológico Autónomo de México 2005 — 2010
Licenciado, Ciencia Política
Autónomo February 2012 - July 2013
Evercore Partners June 2009 - February 2012
ITAM January 2007 - December 2010
Poder Cívico AC July 2008 - November 2008
Skills
Economics, Stata, Financial Modeling, Econometrics, Investment Banking, Financial Analysis, Spanish, Economía, Finanzas, Elaboración de modelos..., Política, Español, Planificación..., Análisis, Análisis legislativo, Estrategia empresarial, Banca de inversión, Análisis financiero, Econometría, Estadística
Education
New York University 2013 — 2018
Doctor of Philosophy (PhD), Politics
Instituto Tecnológico Autónomo de México 2005 — 2010
Licenciado, Economía
Instituto Tecnológico Autónomo de México 2005 — 2010
Licenciado, Ciencia Política
Forrest Wilkinson Forrest Wilkinson's Evercore Partners Experience March 2013 - July 2014
Job Associate at Apax Partners
Industry Venture Capital & Private Equity
Experience
Apax Partners July 2014 - Present
GardaWorld July 2014 - Present
Evercore Partners March 2013 - July 2014
Bank of America Merrill Lynch June 2012 - March 2013
The Princeton Review August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Economics, DCF Valuation, LBO Valuation, Comparable Analysis, Metals & Mining, Leveraged Finance, Private Equity, Hedge Funds, PHP, AJAX, CSS, HTML, JavaScript, Research, Data Analysis, Public Speaking, Debate, Bloomberg, Equities, DCF, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance, Investment Banking
The University of Texas at Austin 2008 — 2012
BA, Plan II Honors, Graduated with Special Honors
Apax Partners July 2014 - Present
GardaWorld July 2014 - Present
Evercore Partners March 2013 - July 2014
Bank of America Merrill Lynch June 2012 - March 2013
The Princeton Review August 2010 - May 2012
Bank of America Merrill Lynch June 2011 - August 2011
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Economics, DCF Valuation, LBO Valuation, Comparable Analysis, Metals & Mining, Leveraged Finance, Private Equity, Hedge Funds, PHP, AJAX, CSS, HTML, JavaScript, Research, Data Analysis, Public Speaking, Debate, Bloomberg, Equities, DCF, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
BBA, Finance, Investment Banking
The University of Texas at Austin 2008 — 2012
BA, Plan II Honors, Graduated with Special Honors
Samantha Engelhardt Samantha Engelhardt's Evercore Partners Experience June 2011 - July 2013
Job MBA/MPA Candidate at Wharton School of Business and Harvard Kennedy School of Government
Industry Financial Services
Experience
National Basketball Association (NBA) June 2015 - August 2015
National Football League May 2014 - May 2015
Evercore Partners June 2011 - July 2013
Skills
Volunteer Recruiting, Volunteer Management, Event Planning, Organization &..., Highly detail oriented, Community Building, Valuation, Equity Research, Investment Banking, Equities, Financial Modeling, Bloomberg Terminal
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Harvard University Kennedy School of Government
Master of Public Administration (MPA)
New York University - Leonard N. Stern School of Business
Finance, Social Entrepreneurship (BSc)
National Basketball Association (NBA) June 2015 - August 2015
National Football League May 2014 - May 2015
Evercore Partners June 2011 - July 2013
Skills
Volunteer Recruiting, Volunteer Management, Event Planning, Organization &..., Highly detail oriented, Community Building, Valuation, Equity Research, Investment Banking, Equities, Financial Modeling, Bloomberg Terminal
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Harvard University Kennedy School of Government
Master of Public Administration (MPA)
New York University - Leonard N. Stern School of Business
Finance, Social Entrepreneurship (BSc)
Benjamin Hall Benjamin Hall's Evercore Partners Experience 2007 - 2008
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company July 2014 - Present
McKinsey & Company June 2013 - August 2013
Augusta & Co 2008 - 2012
Evercore Partners 2007 - 2008
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Tsinghua University 2012 — 2012
Intensive Chinese Language Program
London School of Economics and Political Science 2003 — 2006
Bachelor of Laws (LLB)
McKinsey & Company July 2014 - Present
McKinsey & Company June 2013 - August 2013
Augusta & Co 2008 - 2012
Evercore Partners 2007 - 2008
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Tsinghua University 2012 — 2012
Intensive Chinese Language Program
London School of Economics and Political Science 2003 — 2006
Bachelor of Laws (LLB)
Andrew Marquardt Andrew Marquardt's Evercore Partners Experience September 2010 - October 2014
Job Managing Director at BlackRock
Industry Investment Banking
Experience
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
BlackRock March 2015 - Present
Evercore Partners September 2010 - October 2014
Macquarie Capital Partners December 2009 - June 2010
Fox-Pitt, Kelton September 2005 - December 2009
Banc of America Securities April 2004 - September 2005
UBS March 2003 - April 2004
Salomon Smith Barney March 2002 - March 2003
UBS October 2000 - March 2002
Lehman Brothers November 1999 - October 2000
Federal Reserve Bank of New York June 1997 - November 1999
Education
Skidmore College 1993 — 1997
Bachelor's degree, Economics
Andrew Isaacs, CA(SA) Andrew Isaacs, CA(SA)'s Evercore Partners Experience September 2013 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners September 2013 - Present
Morgan Stanley August 2011 - July 2013
Morgan Stanley June 2010 - August 2010
KPMG January 2006 - June 2009
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Johannesburg 2000 — 2005
Bachelor of Commerce Hons. (B.Com.), Accounting and Finance
Evercore Partners September 2013 - Present
Morgan Stanley August 2011 - July 2013
Morgan Stanley June 2010 - August 2010
KPMG January 2006 - June 2009
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance and Entrepreneurship
University of Johannesburg 2000 — 2005
Bachelor of Commerce Hons. (B.Com.), Accounting and Finance
Jared Kaplan's Evercore Partners Experience June 2013 - August 2013
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Evercore Partners June 2013 - August 2013
CrutchfieldCapital May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Distressed M&A, Restructuring, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA) with Honors, Finance, Minor in Accounting
Houlihan Lokey July 2014 - Present
Evercore Partners June 2013 - August 2013
CrutchfieldCapital May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Distressed M&A, Restructuring, Microsoft Office
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA) with Honors, Finance, Minor in Accounting
Mahdi Yousif Mahdi Yousif's Evercore Partners Experience August 2008 - July 2010
Job Technology Investor
Industry Investment Management
Experience
Citadel LLC August 2015 - Present
Citadel LLC June 2014 - August 2014
KKR July 2010 - July 2013
Evercore Partners August 2008 - July 2010
Goldman Sachs May 2007 - July 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Equities, Due Diligence, Financial Modeling, Financial Analysis, Mergers, Valuation
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Studies
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Economics (Concentrations in Accounting and Finance)
Citadel LLC August 2015 - Present
Citadel LLC June 2014 - August 2014
KKR July 2010 - July 2013
Evercore Partners August 2008 - July 2010
Goldman Sachs May 2007 - July 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Equities, Due Diligence, Financial Modeling, Financial Analysis, Mergers, Valuation
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Studies
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science (B.S.), Economics (Concentrations in Accounting and Finance)
Ajay Mody Ajay Mody's Evercore Partners Experience June 2006 - June 2008
Job
Industry Venture Capital & Private Equity
Experience
CRC February 2013 - Present
Identify Alpha December 2011 - Present
ATMA Capital 2011 - Present
Kellogg School of Management September 2009 - June 2011
Merrick Ventures May 2010 - August 2010
AppFolio July 2008 - August 2009
Evercore Partners June 2006 - June 2008
Heartland Industrial Partners LP May 2005 - June 2006
Houlihan Lokey Howard & Zukin July 2003 - April 2005
Zuma Capital 2001 - 2002
Skills
SaaS, Product Management, Product Development, Product Strategy, Family Business, Investors, Investment Advisory, Private Equity, Business Growth, Sales Growth, Growth Capital, Business Development, Venture Capital, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1999 — 2003
Bachelor of Science
CRC February 2013 - Present
Identify Alpha December 2011 - Present
ATMA Capital 2011 - Present
Kellogg School of Management September 2009 - June 2011
Merrick Ventures May 2010 - August 2010
AppFolio July 2008 - August 2009
Evercore Partners June 2006 - June 2008
Heartland Industrial Partners LP May 2005 - June 2006
Houlihan Lokey Howard & Zukin July 2003 - April 2005
Zuma Capital 2001 - 2002
Skills
SaaS, Product Management, Product Development, Product Strategy, Family Business, Investors, Investment Advisory, Private Equity, Business Growth, Sales Growth, Growth Capital, Business Development, Venture Capital, Business Strategy
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1999 — 2003
Bachelor of Science
Kirk Materne Kirk Materne's Evercore Partners Experience September 2010 - Present
Job Managing Director, Equity Research at Evercore Partners
Industry Research
Experience
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
Evercore Partners September 2010 - Present
Rafferty Capital Markets July 2009 - September 2010
Bank of America February 2002 - April 2009
Bank of America Securities 2002 - 2008
Banc of America Securities 2002 - 2008
Merrill Lynch 1999 - 2002
Skills
Equities, Equity Research, Financial Modeling, Strategic Planning, Valuation, Finance, Bloomberg, Capital Markets, Investment Banking, Portfolio Management
Education
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
University of North Carolina at Chapel Hill 1993 — 1997
BA, English, Business
Hotchkiss 1989 — 1993
Peck School 1981 — 1989
Matthew Jankovsky Matthew Jankovsky's Evercore Partners Experience August 2011 - April 2014
Job The Blackstone Group
Industry Oil & Energy
Experience
The Blackstone Group April 2014 - Present
Evercore Partners August 2011 - April 2014
Scotiabank / Scotia Waterous August 2009 - July 2011
Education
Rice University 2005 — 2009
Bachelor of Arts, Economics and Political Science
The Blackstone Group April 2014 - Present
Evercore Partners August 2011 - April 2014
Scotiabank / Scotia Waterous August 2009 - July 2011
Education
Rice University 2005 — 2009
Bachelor of Arts, Economics and Political Science
Lucy Rodriguez-Hanley Lucy Rodriguez-Hanley's Evercore Partners Experience January 2003 - June 2008
Job Top Notch Executive Assistant
Industry Motion Pictures and Film
Experience
Aurora Resurgence August 2008 - Present
Evercore Partners January 2003 - June 2008
Barnes & Noble College Booksellers July 2001 - October 2002
Skills
Video Production, Film Production, Television, Entertainment, Short Films, Video, Screenwriting, Final Cut Pro, Feature Films, Film
Education
St. John's University
Bachelor’s Degree, Communications
Aurora Resurgence August 2008 - Present
Evercore Partners January 2003 - June 2008
Barnes & Noble College Booksellers July 2001 - October 2002
Skills
Video Production, Film Production, Television, Entertainment, Short Films, Video, Screenwriting, Final Cut Pro, Feature Films, Film
Education
St. John's University
Bachelor’s Degree, Communications
John (Junyang) Lu John (Junyang) Lu's Evercore Partners Experience 2013 - 2013
Job Analyst at KKR
Industry Financial Services
Experience
KKR July 2015 - Present
KKR June 2014 - August 2014
Evercore Partners 2013 - 2013
Ampush Media 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, PowerPoint, Java, Social Media, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2015
Bachelor of Science in Economics, Finance, Accounting, Marketing, Management
University of Pennsylvania 2013 — 2015
Master of Science in Engineering, Materials Science
University of Pennsylvania 2010 — 2015
Bachelor of Science in Engineering, Materials Science
The Woodlands School 2006 — 2010
Enhanced Learning Program
KKR July 2015 - Present
KKR June 2014 - August 2014
Evercore Partners 2013 - 2013
Ampush Media 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, PowerPoint, Java, Social Media, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2010 — 2015
Bachelor of Science in Economics, Finance, Accounting, Marketing, Management
University of Pennsylvania 2013 — 2015
Master of Science in Engineering, Materials Science
University of Pennsylvania 2010 — 2015
Bachelor of Science in Engineering, Materials Science
The Woodlands School 2006 — 2010
Enhanced Learning Program
Gietha Murugiah Gietha Murugiah's Evercore Partners Experience June 2013 - October 2014
Job Private Equity Analyst at Developing World Markets
Industry Venture Capital & Private Equity
Experience
Developing World Markets November 2014 - Present
Evercore Partners June 2013 - October 2014
Origin Merchant Partners May 2012 - August 2012
CIBC World Markets May 2011 - August 2011
CIBC May 2010 - September 2010
Y&F - A Junior Achievement of Ontario Company November 2008 - April 2009
Skills
Banking, Microsoft Excel, Corporate Finance, Financial Modeling, Investment Banking, Teamwork, Financial Analysis, Finance, Time Management, Mergers & Acquisitions, Capital Markets
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance
Albert Campbell Collegiate Institute 2005 — 2009
High School Diploma
Developing World Markets November 2014 - Present
Evercore Partners June 2013 - October 2014
Origin Merchant Partners May 2012 - August 2012
CIBC World Markets May 2011 - August 2011
CIBC May 2010 - September 2010
Y&F - A Junior Achievement of Ontario Company November 2008 - April 2009
Skills
Banking, Microsoft Excel, Corporate Finance, Financial Modeling, Investment Banking, Teamwork, Financial Analysis, Finance, Time Management, Mergers & Acquisitions, Capital Markets
Education
Richard Ivey School of Business 2009 — 2013
HBA, Finance
Albert Campbell Collegiate Institute 2005 — 2009
High School Diploma
Rene A. Garza Rene A. Garza's Evercore Partners Experience June 2013 - July 2013
Job Solutions Engineer Intern at Uptake
Industry Management Consulting
Experience
Uptake May 2015 - August 2015
Imperial Zinc Corp. January 2015 - May 2015
Lemann Institute for Brazilian Studies July 2014 - August 2014
Evercore Partners June 2013 - July 2013
Jet Mach May 2010 - August 2012
Skills
Economics, Finance, Statistics, Negotiation, Microsoft Excel, Market Research, Brazilian Portuguese, Leadership, Microeconomics, Java, International Economics, Microsoft Office, Customer Service, Teamwork, Qualitative Research, Scilab, Engineering Economics, Python, Regression Analysis, Moving Averages, Operations Research, Operations Management, Management Consulting, Strategy
Education
University of Illinois at Urbana-Champaign 2013 — 2015
B.Sc., Industrial Engineering & Minor in Applied Mathematics, 3.51/4.00 GPA
Tecnológico de Monterrey 2010 — 2012
Bachelor of Science (B.S.), Industrial Engineering
Uptake May 2015 - August 2015
Imperial Zinc Corp. January 2015 - May 2015
Lemann Institute for Brazilian Studies July 2014 - August 2014
Evercore Partners June 2013 - July 2013
Jet Mach May 2010 - August 2012
Skills
Economics, Finance, Statistics, Negotiation, Microsoft Excel, Market Research, Brazilian Portuguese, Leadership, Microeconomics, Java, International Economics, Microsoft Office, Customer Service, Teamwork, Qualitative Research, Scilab, Engineering Economics, Python, Regression Analysis, Moving Averages, Operations Research, Operations Management, Management Consulting, Strategy
Education
University of Illinois at Urbana-Champaign 2013 — 2015
B.Sc., Industrial Engineering & Minor in Applied Mathematics, 3.51/4.00 GPA
Tecnológico de Monterrey 2010 — 2012
Bachelor of Science (B.S.), Industrial Engineering
Alex Furmansky Alex Furmansky's Evercore Partners Experience July 2007 - June 2009
Job Taking the leap. Enjoying the flight.
Industry Online Media
Experience
Budsies April 2013 - Present
Sparkology April 2011 - Present
Wharton Club of South Florida June 2014 - Present
Penn Gold Coast Alumni Club January 2013 - Present
AutoPin September 2012 - Present
Wharton Club of South Florida August 2013 - May 2014
Swackett July 2012 - February 2013
Penn Club of South Florida July 2010 - December 2012
OpenPeak July 2009 - April 2011
Evercore Partners July 2007 - June 2009
Skills
Entrepreneurship, Start-ups, Venture Capital, Mergers, Financial Modeling, Corporate Development, Competitive Analysis, Product Management, Business Strategy, Valuation, Strategy, Due Diligence, Product Development, Business Development, Marketing Strategy, Corporate Finance, CRM, Private Equity, Mergers & Acquisitions, Social Media Marketing, Analytics, Business Planning, Strategic Partnerships
Education
University of Pennsylvania 2003 — 2007
BSE, BAS, Finance, Entrepreneurship, Systems Science Engineering, Mathematics
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance and Entrepreneurship
Upper Dublin 1999 — 2003
Budsies April 2013 - Present
Sparkology April 2011 - Present
Wharton Club of South Florida June 2014 - Present
Penn Gold Coast Alumni Club January 2013 - Present
AutoPin September 2012 - Present
Wharton Club of South Florida August 2013 - May 2014
Swackett July 2012 - February 2013
Penn Club of South Florida July 2010 - December 2012
OpenPeak July 2009 - April 2011
Evercore Partners July 2007 - June 2009
Skills
Entrepreneurship, Start-ups, Venture Capital, Mergers, Financial Modeling, Corporate Development, Competitive Analysis, Product Management, Business Strategy, Valuation, Strategy, Due Diligence, Product Development, Business Development, Marketing Strategy, Corporate Finance, CRM, Private Equity, Mergers & Acquisitions, Social Media Marketing, Analytics, Business Planning, Strategic Partnerships
Education
University of Pennsylvania 2003 — 2007
BSE, BAS, Finance, Entrepreneurship, Systems Science Engineering, Mathematics
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance and Entrepreneurship
Upper Dublin 1999 — 2003
Linda Neithardt Linda Neithardt's Evercore Partners Experience May 2008 - June 2009
Job Legal Secretary at Weil Gotshal and Manges
Industry Financial Services
Experience
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Weil Gotshal and Manges April 2012 - Present
Barclays Capital December 2011 - February 2012
Investcorp May 2011 - September 2011
Coach July 2010 - December 2010
Evercore Partners May 2008 - June 2009
Banc of America Securities June 2007 - May 2008
Deutsche Bank Securities January 2001 - June 2007
EGS Securities June 1998 - January 2001
Skills
Equities, Investment Banking, Private Equity, Securities, Hedge Funds, Corporate Finance, Bloomberg, Asset Managment
Education
State University of New York College at Oneonta
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Elizabeth Stevenson Elizabeth Stevenson's Evercore Partners Experience June 2010 - July 2015
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
Abigail Dwyer Abigail Dwyer's Evercore Partners Experience July 2012 - November 2014
Job Analyst at JP Morgan
Industry Investment Management
Experience
J.P. Morgan November 2014 - Present
Evercore Partners July 2012 - November 2014
Sidley Austin June 2011 - July 2012
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Economics, Fixed Income
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), History of Art, with honors
Scuola Lorenzo de Medici 2009 — 2009
History of Art, Italian Language
J.P. Morgan November 2014 - Present
Evercore Partners July 2012 - November 2014
Sidley Austin June 2011 - July 2012
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Economics, Fixed Income
Education
The Johns Hopkins University 2007 — 2011
Bachelor of Arts (B.A.), History of Art, with honors
Scuola Lorenzo de Medici 2009 — 2009
History of Art, Italian Language
Imran Aijazuddin's Evercore Partners Experience June 2011 - December 2013
Job Associate at Greentech Capital Advisors
Industry Investment Banking
Experience
Greentech Capital Advisors January 2015 - Present
Greentech Capital Advisors December 2013 - December 2014
Evercore Partners June 2011 - December 2013
Liberty Lane Partners May 2010 - August 2010
Skills
Valuation, Investment Banking, LBO, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Mergers & Acquisitions, Investments, Finance, Renewable Energy, Solar Energy, Alternative Energy, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Greentech Capital Advisors January 2015 - Present
Greentech Capital Advisors December 2013 - December 2014
Evercore Partners June 2011 - December 2013
Liberty Lane Partners May 2010 - August 2010
Skills
Valuation, Investment Banking, LBO, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Capital Markets, Mergers & Acquisitions, Investments, Finance, Renewable Energy, Solar Energy, Alternative Energy, Private Equity
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2011
BBA, Finance and Accounting
Darren Hicks Darren Hicks's Evercore Partners Experience April 2011 - Present
Job Director, Equity Research at Evercore Partners
Industry Financial Services
Experience
Evercore Partners April 2011 - Present
J.P. Morgan 2005 - April 2011
Education
Morehouse College 2002 — 2004
Bachelor of Arts (B.A.), Business Administration with a concentration in Finance
Evercore Partners April 2011 - Present
J.P. Morgan 2005 - April 2011
Education
Morehouse College 2002 — 2004
Bachelor of Arts (B.A.), Business Administration with a concentration in Finance
Arren Cyganovich, CFA Arren Cyganovich, CFA's Evercore Partners Experience July 2010 - May 2015
Job Vice President, Research Analyst at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
Craig Borque Craig Borque's Evercore Partners Experience June 2011 - June 2014
Job Associate at Encap Investments L.P.
Industry Venture Capital & Private Equity
Experience
EnCap Investments L.P. August 2014 - Present
Evercore Partners June 2011 - June 2014
Raymond James & Associates, Inc June 2010 - August 2010
KBR June 2009 - August 2009
Plains All American June 2008 - August 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Corporate Finance
Education
The University of Texas at Austin 2007 — 2011
Bachelor, Business Honors, Finance
EnCap Investments L.P. August 2014 - Present
Evercore Partners June 2011 - June 2014
Raymond James & Associates, Inc June 2010 - August 2010
KBR June 2009 - August 2009
Plains All American June 2008 - August 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, PowerPoint, Due Diligence, Microsoft Office, Investment Banking, Corporate Finance
Education
The University of Texas at Austin 2007 — 2011
Bachelor, Business Honors, Finance
Jacob Adlis Jacob Adlis's Evercore Partners Experience June 2012 - August 2012
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
Steven Marino's Evercore Partners Experience July 2012 - 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
Paolo Nicolosi Paolo Nicolosi's Evercore Partners Experience May 2013 - Present
Job Vice President of IT at Evercore Partners
Industry Information Technology and Services
Experience
Evercore Partners May 2013 - Present
Eze Castle Integration May 2005 - April 2013
Progressive Computing February 2002 - May 2005
SUNY Plattsburgh August 1997 - December 2001
Skills
Disaster Recovery, VMware, Active Directory, Blackberry Enterprise..., Data Center, Microsoft Exchange, NetApp, Windows Server, Virtualization, Windows, Citrix, Servers, Linux, Solaris, SAN, DNS, VPN, Cloud Computing, vSphere, Citrix Metaframe, Network Administration, VMware Infrastructure, ITIL, Troubleshooting, TCP/IP, Cisco Technologies, Operating Systems, Cisco IOS, Backup Exec, System Administration, VMware ESX, Group Policy, Technical Support, Firewalls, Storage, Networking, Windows 7, XP, IT Operations, DHCP, IT Management, Network Security, IT Service Management, Software Installation, Business Continuity, Infrastructure, Storage Area Networks, IIS, Security, WAN
Education
State University of New York College at Plattsburgh 1996 — 2001
B.S., Computer Science
Evercore Partners May 2013 - Present
Eze Castle Integration May 2005 - April 2013
Progressive Computing February 2002 - May 2005
SUNY Plattsburgh August 1997 - December 2001
Skills
Disaster Recovery, VMware, Active Directory, Blackberry Enterprise..., Data Center, Microsoft Exchange, NetApp, Windows Server, Virtualization, Windows, Citrix, Servers, Linux, Solaris, SAN, DNS, VPN, Cloud Computing, vSphere, Citrix Metaframe, Network Administration, VMware Infrastructure, ITIL, Troubleshooting, TCP/IP, Cisco Technologies, Operating Systems, Cisco IOS, Backup Exec, System Administration, VMware ESX, Group Policy, Technical Support, Firewalls, Storage, Networking, Windows 7, XP, IT Operations, DHCP, IT Management, Network Security, IT Service Management, Software Installation, Business Continuity, Infrastructure, Storage Area Networks, IIS, Security, WAN
Education
State University of New York College at Plattsburgh 1996 — 2001
B.S., Computer Science
Jigar Choksey Jigar Choksey's Evercore Partners Experience August 2012 - October 2014
Job Analyst at Magnetar Capital
Industry Investment Management
Experience
Magnetar Capital October 2014 - Present
Evercore Partners August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - August 2011
Booz & Company October 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Healthcare, Accounting and Finance
Northwestern University 2003 — 2007
Bachelor of Engineering, Biomedical Engineering and Economics
Magnetar Capital October 2014 - Present
Evercore Partners August 2012 - October 2014
Bank of America Merrill Lynch June 2011 - August 2011
Booz & Company October 2007 - June 2010
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Healthcare, Accounting and Finance
Northwestern University 2003 — 2007
Bachelor of Engineering, Biomedical Engineering and Economics
Meghan Mirchich's Evercore Partners Experience June 2012 - May 2014
Job Strategy and Business Development Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2014 - Present
Evercore Partners June 2012 - May 2014
Evercore Partners June 2011 - August 2011
Andrews Industrial Controls, Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Due Diligence, Business Strategy, Accounting, Data Analysis, Microsoft Excel, Investments, PowerPoint, Research, Investment Banking, LBO, Finance, Microsoft Word, Microsoft Office, Market Research, Marketing, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
BBA, Finance & Accounting
Goldman Sachs May 2014 - Present
Evercore Partners June 2012 - May 2014
Evercore Partners June 2011 - August 2011
Andrews Industrial Controls, Inc. June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Bloomberg, Corporate Finance, Due Diligence, Business Strategy, Accounting, Data Analysis, Microsoft Excel, Investments, PowerPoint, Research, Investment Banking, LBO, Finance, Microsoft Word, Microsoft Office, Market Research, Marketing, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2011
BBA, Finance & Accounting
Brian Ierubino Brian Ierubino's Evercore Partners Experience August 2012 - Present
Job Associate at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2012 - Present
Alvarez & Marsal 2006 - 2010
Sullivan & Cromwell 2004 - 2006
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Capital Markets, Investment Banking, Operational Turnaround
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Syracuse University
BS, Computer Engineering
Evercore Partners August 2012 - Present
Alvarez & Marsal 2006 - 2010
Sullivan & Cromwell 2004 - 2006
Skills
Corporate Finance, Mergers & Acquisitions, Debt Restructuring, Capital Markets, Investment Banking, Operational Turnaround
Education
University of Pennsylvania - The Wharton School
MBA, Finance
Syracuse University
BS, Computer Engineering
Vrajesh Shah Vrajesh Shah's Evercore Partners Experience May 2013 - August 2014
Job Associate at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC September 2014 - Present
Evercore Partners May 2013 - August 2014
Goldman Sachs July 2012 - April 2013
Versant Partners June 2011 - August 2011
Ironbridge Equity Partners May 2011 - June 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA
The University of Western Ontario
Apollo Global Management LLC September 2014 - Present
Evercore Partners May 2013 - August 2014
Goldman Sachs July 2012 - April 2013
Versant Partners June 2011 - August 2011
Ironbridge Equity Partners May 2011 - June 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA
The University of Western Ontario
Susan Lin's Evercore Partners Experience June 2012 - August 2012
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
Julie VanDervort Julie VanDervort's Evercore Partners Experience January 2009 - October 2012
Job at
Industry Higher Education
Experience
LPL Financial July 2014 - Present
Cascade Financial Management, Inc. January 2014 - July 2014
Evercore Partners January 2009 - October 2012
Tremblant Capital March 2008 - November 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Microsoft Office, Asset Management, Analysis, Leadership, Equities
Education
Loyola Marymount University, College of Business Administration 2010 — 2012
MBA, Finance, General, 3.5
Monmouth University 2002 — 2006
BS, Finance
LPL Financial July 2014 - Present
Cascade Financial Management, Inc. January 2014 - July 2014
Evercore Partners January 2009 - October 2012
Tremblant Capital March 2008 - November 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Finance, Microsoft Office, Asset Management, Analysis, Leadership, Equities
Education
Loyola Marymount University, College of Business Administration 2010 — 2012
MBA, Finance, General, 3.5
Monmouth University 2002 — 2006
BS, Finance
Bradley Sloan's Evercore Partners Experience 1999 - 2000
Job Experienced Healthcare Investor & Executive
Industry Venture Capital & Private Equity
Experience
Parthenon Capital Partners 2006 - 2014
Broadlane 2004 - 2006
MTS Health Partners 2000 - 2004
Evercore Partners 1999 - 2000
Bear, Stearns & Co., Inc. 1997 - 1999
Skills
Business Development, Mergers & Acquisitions, Strategic Planning, Healthcare, Venture Capital, Mergers, Fundraising, Start-ups, Entrepreneurship, Private Equity, Investment Banking, Strategy, Corporate Development, Executive Management, Investments, Management, Finance, Due Diligence, Financial Modeling, Strategic Partnerships, Valuation
Education
University of North Carolina at Chapel Hill
BA, Economics, Concentration: Finance
UNC Study Abroad Program at Seville, Spain
Spanish Language and Literature
Montgomery Bell Academy
Parthenon Capital Partners 2006 - 2014
Broadlane 2004 - 2006
MTS Health Partners 2000 - 2004
Evercore Partners 1999 - 2000
Bear, Stearns & Co., Inc. 1997 - 1999
Skills
Business Development, Mergers & Acquisitions, Strategic Planning, Healthcare, Venture Capital, Mergers, Fundraising, Start-ups, Entrepreneurship, Private Equity, Investment Banking, Strategy, Corporate Development, Executive Management, Investments, Management, Finance, Due Diligence, Financial Modeling, Strategic Partnerships, Valuation
Education
University of North Carolina at Chapel Hill
BA, Economics, Concentration: Finance
UNC Study Abroad Program at Seville, Spain
Spanish Language and Literature
Montgomery Bell Academy
Claudia Villarreal Claudia Villarreal's Evercore Partners Experience April 2011 - August 2011
Job Experience in Corporate and Investment Banking. Bilingual. Part time, freelance or telecommute with flexible hours.
Industry Financial Services
Experience
Evercore Partners April 2011 - August 2011
Banorte April 2001 - July 2004
Universidad de Monterrey January 2004 - May 2004
Protego Asesores January 2000 - April 2001
Banorte June 1999 - January 2000
Skills
Business Strategy, Finance, Management, Valuation, Analysis, Financial Analysis, Business Planning, Investments
Education
Thunderbird School of Global Management 2001 — 2003
Global MBA, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
BA, Accounting and Finance
Evercore Partners April 2011 - August 2011
Banorte April 2001 - July 2004
Universidad de Monterrey January 2004 - May 2004
Protego Asesores January 2000 - April 2001
Banorte June 1999 - January 2000
Skills
Business Strategy, Finance, Management, Valuation, Analysis, Financial Analysis, Business Planning, Investments
Education
Thunderbird School of Global Management 2001 — 2003
Global MBA, International Business
Instituto Tecnológico y de Estudios Superiores de Monterrey 1995 — 1999
BA, Accounting and Finance
Reuben Gallegos Reuben Gallegos's Evercore Partners Experience August 2015 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners August 2015 - Present
Intel Corporation June 2014 - July 2015
Intel Corporation January 2008 - October 2014
Intel Corporation April 2007 - January 2008
Banc of America Securities May 2006 - January 2007
Intel Corporation August 1997 - May 2006
Skills
Semiconductors, Product Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Product Development, IC, Program Management, Business Strategy, Product Marketing, Project Management, Strategic Planning, JMP, Business Development, Semiconductor Industry
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance, Strategy
Stanford University 1993 — 1995
Electrical Engineering
University of New Mexico 1986 — 1991
BS, Electrical Engineering
Evercore Partners August 2015 - Present
Intel Corporation June 2014 - July 2015
Intel Corporation January 2008 - October 2014
Intel Corporation April 2007 - January 2008
Banc of America Securities May 2006 - January 2007
Intel Corporation August 1997 - May 2006
Skills
Semiconductors, Product Management, Financial Modeling, Cross-functional Team..., Competitive Analysis, Product Development, IC, Program Management, Business Strategy, Product Marketing, Project Management, Strategic Planning, JMP, Business Development, Semiconductor Industry
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance, Strategy
Stanford University 1993 — 1995
Electrical Engineering
University of New Mexico 1986 — 1991
BS, Electrical Engineering
Conor McDade Conor McDade's Evercore Partners Experience May 2012 - August 2012
Job Vice President, Equity Research at Evercore ISI
Industry Investment Banking
Experience
Evercore ISI June 2013 - Present
Evercore Partners May 2012 - August 2012
Evercore Partners May 2011 - August 2011
US Sports Camps-Nike Golf School July 2010 - August 2011
Skills
Equity Research, Financial Modeling, Economics, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Capital Markets, Data Analysis, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish
Education
Duke University 2009 — 2013
BS Economics, Finance Concentration
University College London, U. of London 2011 — 2011
Political Science and International Relations
Rye Country Day School 2005 — 2009
Evercore ISI June 2013 - Present
Evercore Partners May 2012 - August 2012
Evercore Partners May 2011 - August 2011
US Sports Camps-Nike Golf School July 2010 - August 2011
Skills
Equity Research, Financial Modeling, Economics, Valuation, Bloomberg, Investment Banking, Equities, Financial Analysis, Capital Markets, Data Analysis, Econometrics, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Spanish
Education
Duke University 2009 — 2013
BS Economics, Finance Concentration
University College London, U. of London 2011 — 2011
Political Science and International Relations
Rye Country Day School 2005 — 2009
Jerry Smith Jerry Smith's Evercore Partners Experience July 2011 - September 2015
Job Managing Director EnCap Investments
Industry Oil & Energy
Experience
Encap Investments September 2015 - Present
Evercore Partners July 2011 - September 2015
Scotia Waterous January 2010 - July 2011
Citation oil and gas July 2007 - January 2010
ExxonMobil May 2002 - July 2007
Skills
Mergers, Acquisitions, PEEP, Petroleum Engineering, Mergers & Acquisitions, Reserves, Reservoir Engineering, Energy, Energy Industry, Reservoir Management
Education
The University of Texas at Austin 2006 — 2008
MBA
University of Tennessee-Knoxville 1997 — 2002
BS, Chemical Engineering
Wessington Place Elementary
Wessington Place Elementary
Wessington Place Elementary
Encap Investments September 2015 - Present
Evercore Partners July 2011 - September 2015
Scotia Waterous January 2010 - July 2011
Citation oil and gas July 2007 - January 2010
ExxonMobil May 2002 - July 2007
Skills
Mergers, Acquisitions, PEEP, Petroleum Engineering, Mergers & Acquisitions, Reserves, Reservoir Engineering, Energy, Energy Industry, Reservoir Management
Education
The University of Texas at Austin 2006 — 2008
MBA
University of Tennessee-Knoxville 1997 — 2002
BS, Chemical Engineering
Wessington Place Elementary
Wessington Place Elementary
Wessington Place Elementary
Paul Sheppard's Evercore Partners Experience February 2007 - June 2009
Job Education Investor & Operating Executive
Industry Education Management
Experience
McGraw-Hill Education September 2014 - Present
Global Direct Investors (GDI) LLC January 2013 - Present
Academic Management Systems May 2014 - October 2014
ConnectEDU January 2014 - April 2014
Lotus Capital September 2009 - September 2013
Evercore Partners February 2007 - June 2009
Pearson May 2004 - January 2007
Apax Partners May 2002 - August 2002
Financial Times February 2001 - June 2001
Schroders (acquired by Citigroup) December 1997 - February 2001
Skills
Due Diligence, Private Equity, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Venture Capital, Corporate Development, Mergers, Negotiation, Strategic Planning, Financial Planning, Legal Documentation, Contract Negotiation, Board, Education, Investments, Technology Education, Subscription Sales, SaaS, Higher Education, K-12 Education, Corporate Training, Market Analysis, Cash Flow Forecasting, KPI Dashboards, Accounting, Accounting System, Human Resources, Sales, Incentive Programs, Leadership, Team Leadership, Investor Relations, Investor Presentations, Capital Raising, Debt & Equity Financing, Debt & Equity Capital..., Renewable Energy, Food Processing, Entrepreneurship, Deal Sourcing, Problem Solving, Collaborative Problem..., Communication, Social Impact Investing
Education
The Wharton School, University of Pennsylvania 2001 — 2003
MBA
Cambridge University 1991 — 1994
MA, SPS
McGraw-Hill Education September 2014 - Present
Global Direct Investors (GDI) LLC January 2013 - Present
Academic Management Systems May 2014 - October 2014
ConnectEDU January 2014 - April 2014
Lotus Capital September 2009 - September 2013
Evercore Partners February 2007 - June 2009
Pearson May 2004 - January 2007
Apax Partners May 2002 - August 2002
Financial Times February 2001 - June 2001
Schroders (acquired by Citigroup) December 1997 - February 2001
Skills
Due Diligence, Private Equity, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Venture Capital, Corporate Development, Mergers, Negotiation, Strategic Planning, Financial Planning, Legal Documentation, Contract Negotiation, Board, Education, Investments, Technology Education, Subscription Sales, SaaS, Higher Education, K-12 Education, Corporate Training, Market Analysis, Cash Flow Forecasting, KPI Dashboards, Accounting, Accounting System, Human Resources, Sales, Incentive Programs, Leadership, Team Leadership, Investor Relations, Investor Presentations, Capital Raising, Debt & Equity Financing, Debt & Equity Capital..., Renewable Energy, Food Processing, Entrepreneurship, Deal Sourcing, Problem Solving, Collaborative Problem..., Communication, Social Impact Investing
Education
The Wharton School, University of Pennsylvania 2001 — 2003
MBA
Cambridge University 1991 — 1994
MA, SPS
Brittany M. Baum's Evercore Partners Experience 2009 - 2011
Job at Allen & Company
Industry Investment Banking
Experience
Allen & Company LLC 2011 - Present
Evercore Partners 2009 - 2011
Education
Ivey Business School at Western University
BA Honors Business Administration with Distinction
United World College of the Atlantic
International Baccalaureate
Allen & Company LLC 2011 - Present
Evercore Partners 2009 - 2011
Education
Ivey Business School at Western University
BA Honors Business Administration with Distinction
United World College of the Atlantic
International Baccalaureate
Costantina (Connie) Pagano's Evercore Partners Experience November 2010 - Present
Job Executive Assistant at Evercore Partners
Industry Financial Services
Experience
Evercore Partners November 2010 - Present
Merrill Lynch September 1999 - October 2009
Education
City University of New York-Queens College 1982 — 1988
"Bachelor of Arts", Computer Science
Evercore Partners November 2010 - Present
Merrill Lynch September 1999 - October 2009
Education
City University of New York-Queens College 1982 — 1988
"Bachelor of Arts", Computer Science
Chris Freudenreich's Evercore Partners Experience October 2006 - November 2014
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
Kojiro Yamaura's Evercore Partners Experience April 2006 - July 2008
Job Vice President, Corporate Secretary at The Bridgeford Group
Industry Financial Services
Experience
The Bridgeford Group July 2008 - Present
Evercore Partners April 2006 - July 2008
Mizuho Financial Group April 2002 - April 2006
Education
The University of Tokyo 1996 — 2001
The Bridgeford Group July 2008 - Present
Evercore Partners April 2006 - July 2008
Mizuho Financial Group April 2002 - April 2006
Education
The University of Tokyo 1996 — 2001
Philip Kassin's Evercore Partners Experience July 2010 - Present
Job Senior Managing Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners July 2010 - Present
Access Industries 2005 - July 2010
Greenwich Energy Advisors 2003 - 2005
PwC 2000 - 2003
Education
Syracuse University - Maxwell School 1978 — 1979
MPA, Economics, Public Policy
Syracuse University 1975 — 1978
BA, Policy Studies
Evercore Partners July 2010 - Present
Access Industries 2005 - July 2010
Greenwich Energy Advisors 2003 - 2005
PwC 2000 - 2003
Education
Syracuse University - Maxwell School 1978 — 1979
MPA, Economics, Public Policy
Syracuse University 1975 — 1978
BA, Policy Studies
Emily Wilt's Evercore Partners Experience September 1999 - July 2002
Job Director of Operations at GM Advisory Group, Inc.
Industry Financial Services
Experience
GM Advisory Group, Inc. February 2008 - Present
Glenrock Asset Management July 2002 - July 2006
Evercore Partners September 1999 - July 2002
Education
James Madison University 1992 — 1996
Bachelor of Business Administration (BBA), International Business
GM Advisory Group, Inc. February 2008 - Present
Glenrock Asset Management July 2002 - July 2006
Evercore Partners September 1999 - July 2002
Education
James Madison University 1992 — 1996
Bachelor of Business Administration (BBA), International Business
Ed Freydel, CFA's Evercore Partners Experience July 2011 - April 2015
Job Director of Strategic Development at OCI Chemical
Industry Mining & Metals
Experience
OCI Chemical April 2015 - Present
Evercore Partners July 2011 - April 2015
Chaffe & Associates, Inc. March 2006 - July 2011
Darwin Fenner Student Managed Fund January 2006 - June 2006
Skills
Valuation, Financial Analysis, Equities, Financial Reporting, Finance, Financial Statement..., Strategic Planning, Cash Flow, Research, Budgets, Business Planning, Sarbanes-Oxley, Strategy, Database Administration, Executive Management, Sarbanes-Oxley Act, Due Diligence, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance, Sociology
OCI Chemical April 2015 - Present
Evercore Partners July 2011 - April 2015
Chaffe & Associates, Inc. March 2006 - July 2011
Darwin Fenner Student Managed Fund January 2006 - June 2006
Skills
Valuation, Financial Analysis, Equities, Financial Reporting, Finance, Financial Statement..., Strategic Planning, Cash Flow, Research, Budgets, Business Planning, Sarbanes-Oxley, Strategy, Database Administration, Executive Management, Sarbanes-Oxley Act, Due Diligence, Private Equity
Education
Tulane University - A.B. Freeman School of Business 2002 — 2006
BSM, Finance, Sociology
Greg Nicolls's Evercore Partners Experience September 2011 - April 2013
Job Director of SalesNorth America
Industry Financial Services
Experience
The Cambridge Strategy April 2013 - Present
Evercore Partners September 2011 - April 2013
WisdomTree Asset Management January 2007 - August 2011
Skills
ETFs, Alternative Investments, Asset Allocation, Separately Managed..., Series 7, Series 63, Hedge Funds, Mutual Funds, Investment Strategies, Equities, Asset Management, Securities, Investment Advisory, Fixed Income, Investments, Portfolio Management, Investment Management, Bonds
Education
Belmont Hill school
Muhlenberg College
The Cambridge Strategy April 2013 - Present
Evercore Partners September 2011 - April 2013
WisdomTree Asset Management January 2007 - August 2011
Skills
ETFs, Alternative Investments, Asset Allocation, Separately Managed..., Series 7, Series 63, Hedge Funds, Mutual Funds, Investment Strategies, Equities, Asset Management, Securities, Investment Advisory, Fixed Income, Investments, Portfolio Management, Investment Management, Bonds
Education
Belmont Hill school
Muhlenberg College
Matthew Mendell's Evercore Partners Experience November 2009 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners November 2009 - Present
Macquarie Bank June 2005 - November 2009
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance
Education
INSEAD 2006 — 2009
Masters, Finance
McGill University 2001 — 2005
Bachelor of Commerce, Finance
Ashbury
Evercore Partners November 2009 - Present
Macquarie Bank June 2005 - November 2009
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance
Education
INSEAD 2006 — 2009
Masters, Finance
McGill University 2001 — 2005
Bachelor of Commerce, Finance
Ashbury
Elsa Ferreira's Evercore Partners Experience March 2012 - Present
Job Director Internal Audit and Risk Management
Industry Information Technology and Services
Experience
Evercore Partners March 2012 - Present
EisnerAmper LLP August 2008 - February 2012
AXA Equitable 2003 - 2007
Skills
Internal Audit, Finance, Business Process, CISA, Internal Controls, IT Audit, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, SEC filings, Consulting, COSO, Financial Reporting, Manufacturing, SAS70, Due Diligence, US GAAP, Risk Management, Financial Analysis, IT Risk Management, Management, Insurance, Accounting, GAAP, Information Technology, Sarbanes-Oxley
Education
Syracuse University 2001 — 2005
Evercore Partners March 2012 - Present
EisnerAmper LLP August 2008 - February 2012
AXA Equitable 2003 - 2007
Skills
Internal Audit, Finance, Business Process, CISA, Internal Controls, IT Audit, Auditing, Enterprise Risk..., Sarbanes-Oxley Act, SEC filings, Consulting, COSO, Financial Reporting, Manufacturing, SAS70, Due Diligence, US GAAP, Risk Management, Financial Analysis, IT Risk Management, Management, Insurance, Accounting, GAAP, Information Technology, Sarbanes-Oxley
Education
Syracuse University 2001 — 2005
Olivia Park's Evercore Partners Experience 2006 - 2008
Job Director of Investor Relations at Hudson Clean Energy Partners
Industry Banking
Experience
Hudson Clean Energy 2015 - Present
Hurley Capital 2014 - 2014
RainMakers Private Equity 2011 - 2014
Michel Dyens & Co. 2008 - 2011
Evercore Partners 2006 - 2008
Citigroup Salomon Smith Barney 2005 - 2006
Skills
Investor Relations, CRM, Private Equity, Marketing, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence, Investments, Strategy, Analysis, Research, Management, Capital IQ, ThomsonOne, Factset, Investment Banking, Analytics
Education
New York University 2002 — 2006
Bachelor of Arts, Economics
Cours de Civilisation Française de la Sorbonne
French
Northern Highlands
Hudson Clean Energy 2015 - Present
Hurley Capital 2014 - 2014
RainMakers Private Equity 2011 - 2014
Michel Dyens & Co. 2008 - 2011
Evercore Partners 2006 - 2008
Citigroup Salomon Smith Barney 2005 - 2006
Skills
Investor Relations, CRM, Private Equity, Marketing, Equities, Venture Capital, Mergers & Acquisitions, Due Diligence, Investments, Strategy, Analysis, Research, Management, Capital IQ, ThomsonOne, Factset, Investment Banking, Analytics
Education
New York University 2002 — 2006
Bachelor of Arts, Economics
Cours de Civilisation Française de la Sorbonne
French
Northern Highlands
Hazel Hernandez's Evercore Partners Experience May 2010 - May 2010
Job Benefits Manager at Evercore Partners
Industry Banking
Experience
Evercore Partners May 2010 - May 2010
Macquarie Holdings (USA) Inc. September 2009 - May 2010
NYSE Euronext September 2008 - March 2009
The Bank of New York Mellon December 2006 - August 2008
Atlas Air August 2004 - December 2006
Deutsche Bank 1999 - 2004
JP Morgan September 1982 - December 1998
Education
New York University 2000 — 2000
Evercore Partners May 2010 - May 2010
Macquarie Holdings (USA) Inc. September 2009 - May 2010
NYSE Euronext September 2008 - March 2009
The Bank of New York Mellon December 2006 - August 2008
Atlas Air August 2004 - December 2006
Deutsche Bank 1999 - 2004
JP Morgan September 1982 - December 1998
Education
New York University 2000 — 2000
Steven Johnson, CPA's Evercore Partners Experience March 2011 - Present
Job Director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners March 2011 - Present
Evercore Partners August 2007 - Present
JPMorgan Chase January 2006 - July 2007
BDO Seidman, LLP September 2003 - January 2006
Education
LIU Post 1999 — 2003
Evercore Partners March 2011 - Present
Evercore Partners August 2007 - Present
JPMorgan Chase January 2006 - July 2007
BDO Seidman, LLP September 2003 - January 2006
Education
LIU Post 1999 — 2003
Christine Consolato, CPA, CEP's Evercore Partners Experience January 2013 - Present
Job Vice President at Evercore Partners
Industry Banking
Experience
Evercore Partners January 2013 - Present
Evercore Partners April 2010 - Present
KPMG LLP September 2007 - April 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Financial Modeling, Auditing, Financial Accounting, Sarbanes-Oxley Act, Finance, US GAAP, Executive Compensation, ASC 718
Education
University at Albany, SUNY 1999 — 2003
MS/BS, Accounting/Finance/Marketing
Evercore Partners January 2013 - Present
Evercore Partners April 2010 - Present
KPMG LLP September 2007 - April 2010
Skills
Financial Analysis, Accounting, Financial Reporting, Internal Controls, Financial Modeling, Auditing, Financial Accounting, Sarbanes-Oxley Act, Finance, US GAAP, Executive Compensation, ASC 718
Education
University at Albany, SUNY 1999 — 2003
MS/BS, Accounting/Finance/Marketing
Andrew Posen's Evercore Partners Experience April 2009 - March 2012
Job Senior Director Investor Relations at Tremor Video
Industry Internet
Experience
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Tremor Video January 2014 - Present
AppNexus December 2012 - October 2013
FXall March 2012 - November 2012
Evercore Partners April 2009 - March 2012
Morgan Stanley December 2006 - April 2009
Morgan Stanley March 2005 - December 2006
Morgan Stanley March 2002 - March 2005
Morgan Stanley February 2000 - March 2002
Morgan Stanley January 1999 - February 2000
KPMG Peat Marwick May 1997 - January 1999
Skills
Management Consulting, Competitive Analysis, Due Diligence, Business Strategy, Securities, Financial Modeling, Strategy, Strategic Planning, Investments, Investor Relations, Equities, Mergers & Acquisitions, Finance, Executive Management, Financial Services
Education
The University of British Columbia 1989 — 1992
Masters in Health Administration
McMaster University 1985 — 1989
BA, Political Science
Cecil Brown's Evercore Partners Experience 2008 - 2013
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
SunTrust Robinson Humphrey July 2015 - Present
GE Capital October 2014 - June 2015
Evercore Partners 2008 - 2013
Bear Stearns 1997 - 2008
Northern Trust 1991 - 1995
Skills
Due Diligence, Capital Markets, Financial Structuring, Financial Modeling, Leveraged Finance, Valuation, Financial Analysis, Banking, Finance, Investment Banking, Investments, Restructuring, Hedge Funds, Strategy, LBO
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance
University of Michigan 1987 — 1991
BBA, Finance, Accounting
Sam Matalon's Evercore Partners Experience 2012 - 2013
Job Analyst at Archview Investment Group LP
Industry Investment Management
Experience
Archview Investment Group LP June 2015 - Present
Owl Creek Asset Management June 2014 - August 2014
Evercore Partners 2012 - 2013
Miller Buckfire 2008 - 2012
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
University of Florida 2007 — 2008
Masters of Science, Finance
University of Florida 2004 — 2008
Bachelors of Science, Accounting
Archview Investment Group LP June 2015 - Present
Owl Creek Asset Management June 2014 - August 2014
Evercore Partners 2012 - 2013
Miller Buckfire 2008 - 2012
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Strategic Management and Finance
University of Florida 2007 — 2008
Masters of Science, Finance
University of Florida 2004 — 2008
Bachelors of Science, Accounting
Jim Thistle's Evercore Partners Experience December 2008 - January 2013
Job Principal / Fishmonger at Fjord Fisheries
Industry Capital Markets
Experience
Fjord Fisheries January 2013 - Present
Evercore Partners December 2008 - January 2013
AIG Financial Products February 2007 - December 2008
JPMorganChase 2003 - 2007
Education
Lynn University 2004 — 2007
MBA
Lynn University 1999 — 2003
Bachelors
DHHS 1995 — 1999
Fjord Fisheries January 2013 - Present
Evercore Partners December 2008 - January 2013
AIG Financial Products February 2007 - December 2008
JPMorganChase 2003 - 2007
Education
Lynn University 2004 — 2007
MBA
Lynn University 1999 — 2003
Bachelors
DHHS 1995 — 1999
Paul Billyard's Evercore Partners Experience August 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
Ginette Rowe's Evercore Partners Experience August 2011 - June 2014
Job MBA Candidate, McCombs School of Business
Industry Financial Services
Experience
McCombs School of Business August 2014 - Present
Evercore Partners August 2011 - June 2014
Bank of America Merrill Lynch July 2009 - June 2011
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's Degree, Economics and History
McCombs School of Business August 2014 - Present
Evercore Partners August 2011 - June 2014
Bank of America Merrill Lynch July 2009 - June 2011
Education
University of North Carolina at Chapel Hill 2005 — 2009
Bachelor's Degree, Economics and History
Josh Koren's Evercore Partners Experience April 2011 - July 2013
Job Analyst / Investor at Caxton Associates
Industry Investment Management
Experience
Caxton Associates July 2015 - Present
JAT Capital Management, LP July 2013 - December 2014
Evercore Partners April 2011 - July 2013
Bank of America Merrill Lynch July 2010 - April 2011
BlackRock June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Restructuring, Strategy
Education
Penn State University 2006 — 2010
Finance
The London School of Economics and Political Science (LSE)
Corporate Finance, Foreign Policy
Caxton Associates July 2015 - Present
JAT Capital Management, LP July 2013 - December 2014
Evercore Partners April 2011 - July 2013
Bank of America Merrill Lynch July 2010 - April 2011
BlackRock June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Mergers, Portfolio Management, Restructuring, Strategy
Education
Penn State University 2006 — 2010
Finance
The London School of Economics and Political Science (LSE)
Corporate Finance, Foreign Policy
Matt Crook's Evercore Partners Experience 2001 - 2002
Job Broker at Windermere Real Estate
Industry Real Estate
Experience
Windermere Real Estate Human Resources Business PartnerZurich Financial Services/Farmers Insurance Group2010 - 2015
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2003 - 2007
UBS Energy 2002 - 2003
Evercore Partners 2001 - 2002
Skills
Performance Management
Education
Indiana University Bloomington
Windermere Real Estate Human Resources Business PartnerZurich Financial Services/Farmers Insurance Group2010 - 2015
UBS Investment Bank 2007 - 2008
UBS Investment Bank 2003 - 2007
UBS Energy 2002 - 2003
Evercore Partners 2001 - 2002
Skills
Performance Management
Education
Indiana University Bloomington
Eugene Earley's Evercore Partners Experience 2005 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Citco March 2010 - January 2012
Citco Fund Services 2007 - 2008
OpHedge Investment Services May 2005 - April 2007
Evercore Partners 2005 - 2005
Moore Capital Management September 1999 - September 2002
Salomon Smith Barney 1992 - 1998
Skills
Hedge Funds, Capital Markets, Fixed Income, Business Analysis, Alternative Investments, Derivatives, Equities, Private Equity, Due Diligence, Financial Analysis, Trading, Fund Of Funds, Emerging Markets, Asset Allocation, Mutual Funds, Commodity, Swaps, Accounting, Back Office, Securities, Bloomberg, Financial Services, Asset Management, Options, Investment Banking, Portfolio Management, Bonds, Investments, Financial Markets, Fund Administration, Valuation, Structured Finance
Education
New York Institute of Technology 1986 — 1989
BS, Finance
Bryan Kraft's Evercore Partners Experience June 2010 - September 2014
Job Equity Research Analyst Media, Cable &Satellite at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2014 - Present
Evercore Partners June 2010 - September 2014
Cross Research April 2009 - June 2010
Banc of America Securities July 2008 - April 2009
Credit Suisse April 2002 - July 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
La Salle University 1989 — 1993
BS
Deutsche Bank October 2014 - Present
Evercore Partners June 2010 - September 2014
Cross Research April 2009 - June 2010
Banc of America Securities July 2008 - April 2009
Credit Suisse April 2002 - July 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
La Salle University 1989 — 1993
BS
Ilya Svintsitski's Evercore Partners Experience June 2011 - June 2015
Job Evercore Partners
Industry Financial Services
Experience
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Jason Genrich's Evercore Partners Experience July 2009 - July 2011
Job Analyst
Industry Investment Management
Experience
Investment Firm March 2014 - Present
GTCR July 2011 - January 2014
Evercore Partners July 2009 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business
Investment Firm March 2014 - Present
GTCR July 2011 - January 2014
Evercore Partners July 2009 - July 2011
Education
University of Michigan - Stephen M. Ross School of Business
Jack Reilly's Evercore Partners Experience September 2010 - August 2012
Job Vice President at EnCap Investments L.P.
Industry Venture Capital & Private Equity
Experience
EnCap Investments L.P. August 2012 - Present
Evercore Partners September 2010 - August 2012
Ernst & Young January 2009 - September 2010
SEAFAST Center at Bogor Agriculture University, Indonesia July 2009 - August 2009
Norman Borlaug Institute at Texas A&M University May 2008 - May 2009
Ernst & Young January 2008 - April 2008
Education
Texas A&M University - Mays Business School 2008 — 2009
Masters of Science, Finance
Texas A&M University - Mays Business School 2004 — 2008
BBA, Accounting
EnCap Investments L.P. August 2012 - Present
Evercore Partners September 2010 - August 2012
Ernst & Young January 2009 - September 2010
SEAFAST Center at Bogor Agriculture University, Indonesia July 2009 - August 2009
Norman Borlaug Institute at Texas A&M University May 2008 - May 2009
Ernst & Young January 2008 - April 2008
Education
Texas A&M University - Mays Business School 2008 — 2009
Masters of Science, Finance
Texas A&M University - Mays Business School 2004 — 2008
BBA, Accounting
Anthony Cyganovich's Evercore Partners Experience July 2010 - Present
Job Research Associate, Equity Research
Industry Financial Services
Experience
Evercore Partners July 2010 - Present
Ladenburg Thalmann November 2009 - July 2010
Education
Penn State University 2004 — 2008
BS, Economics/International Business
Victoria University of Wellington 2008 — 2008
Evercore Partners July 2010 - Present
Ladenburg Thalmann November 2009 - July 2010
Education
Penn State University 2004 — 2008
BS, Economics/International Business
Victoria University of Wellington 2008 — 2008
Timothy Bonstaff's Evercore Partners Experience July 2011 - Present
Job Associate Energy Group at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Evercore Partners July 2011 - Present
Stephens Inc. June 2010 - July 2011
Chaffe & Associates, Inc. May 2009 - May 2010
Education
Tulane University 2005 — 2009
BSM, Finance
Tulane University - A.B. Freeman School of Business 2005 — 2009
Angela Dalton's Evercore Partners Experience January 2010 - February 2015
Job Managing Director, Sector Head TMT at Guggenheim Partners
Industry Financial Services
Experience
Evercore Partners January 2010 - February 2015
Galleon Group September 2008 - October 2009
UBS Investment Bank 1999 - 2008
Education
The University of Chicago 1997 — 1999
MBA, Finance, Accounting
The University of Kansas
Bachelor of Science, Bachelor of Arts, Business Administration, French
Evercore Partners January 2010 - February 2015
Galleon Group September 2008 - October 2009
UBS Investment Bank 1999 - 2008
Education
The University of Chicago 1997 — 1999
MBA, Finance, Accounting
The University of Kansas
Bachelor of Science, Bachelor of Arts, Business Administration, French
Bill Light's Evercore Partners Experience June 2011 - January 2013
Job Investment Analyst
Industry Financial Services
Experience
Lakewood Capital Management, LP 2015 - Present
Harvard Management Company January 2013 - January 2015
Evercore Partners June 2011 - January 2013
Evercore Partners June 2010 - August 2010
City of Gainesville Employee Pension Fund 2009 - 2010
General Electric 2009 - 2009
AEGON 2008 - 2008
Education
University of Florida 2007 — 2011
MSF, BSBA, Finance
Lakewood Capital Management, LP 2015 - Present
Harvard Management Company January 2013 - January 2015
Evercore Partners June 2011 - January 2013
Evercore Partners June 2010 - August 2010
City of Gainesville Employee Pension Fund 2009 - 2010
General Electric 2009 - 2009
AEGON 2008 - 2008
Education
University of Florida 2007 — 2011
MSF, BSBA, Finance
Eduardo Nakash's Evercore Partners Experience June 2011 - June 2013
Job Vice President Investments en TC Latin America Partners
Industry Real Estate
Experience
TC Latin America Partners June 2015 - Present
Evercore Partners June 2011 - June 2013
BTS Development February 2010 - May 2011
O'Donnell October 2006 - January 2010
O'Donnell June 2005 - July 2006
Protego / Evercore Partners May 2004 - June 2005
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México 2000 — 2004
Industrial Engineer
TC Latin America Partners June 2015 - Present
Evercore Partners June 2011 - June 2013
BTS Development February 2010 - May 2011
O'Donnell October 2006 - January 2010
O'Donnell June 2005 - July 2006
Protego / Evercore Partners May 2004 - June 2005
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
Instituto Tecnológico Autónomo de México 2000 — 2004
Industrial Engineer
Rob Manning's Evercore Partners Experience 2012 - Present
Job Head of Trading at Evercore ISI
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
Evercore Partners 2012 - Present
Keefe Bruyette & Woods 2009 - 2012
Merrill Lynch 2007 - 2009
Skills
Bloomberg, Equities
Education
Princeton University
John Honts's Evercore Partners Experience 1997 - Present
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners 1997 - Present
Questor Partners 1996 - 1996
Merrill Lynch 1992 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Due Diligence, M&A experience
Education
Stanford University Graduate School of Business 1995 — 1997
MBA, Business
The University of Texas at Austin 1988 — 1992
BBA/honors business, Business/finance
Evercore Partners 1997 - Present
Questor Partners 1996 - 1996
Merrill Lynch 1992 - 1995
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Due Diligence, M&A experience
Education
Stanford University Graduate School of Business 1995 — 1997
MBA, Business
The University of Texas at Austin 1988 — 1992
BBA/honors business, Business/finance
Jerry Stapp's Evercore Partners Experience July 2006 - July 2008
Job Vice President at Siris Capital
Industry Financial Services
Experience
Siris Capital September 2011 - Present
Veritas Capital Group July 2008 - July 2011
Evercore Partners July 2006 - July 2008
Deutsche Beteiligungs AG January 2005 - March 2005
Sanders Financial Management June 2004 - August 2004
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelors, Finance, Management
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2005
German, Economics
Norcross High School 1998 — 2002
Siris Capital September 2011 - Present
Veritas Capital Group July 2008 - July 2011
Evercore Partners July 2006 - July 2008
Deutsche Beteiligungs AG January 2005 - March 2005
Sanders Financial Management June 2004 - August 2004
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelors, Finance, Management
Johann Wolfgang Goethe-Universität Frankfurt am Main 2005 — 2005
German, Economics
Norcross High School 1998 — 2002
Robert Castello's Evercore Partners Experience February 2010 - Present
Job Head of Operations at Evercore ISI
Industry Financial Services
Experience
Evercore Partners February 2010 - Present
Galleon Group January 2006 - December 2009
Instinet Corporation June 2002 - December 2005
Skills
Bloomberg, Fidessa, Eze Castle, Series 7, Equities, Hedge Funds, Securities, Fixed Income, Trading, Capital Markets, Equity Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
B.S.
Evercore Partners February 2010 - Present
Galleon Group January 2006 - December 2009
Instinet Corporation June 2002 - December 2005
Skills
Bloomberg, Fidessa, Eze Castle, Series 7, Equities, Hedge Funds, Securities, Fixed Income, Trading, Capital Markets, Equity Trading, Asset Management
Education
Saint John's University - Peter J. Tobin College of Business 1997 — 2001
B.S.
Nicholas Campanile's Evercore Partners Experience December 2006 - May 2008
Job Sr. Manager, Corporate Finance at Crocs, Inc
Industry Financial Services
Experience
Crocs, Inc July 2013 - Present
GripeO January 2013 - Present
DigitalGlobe February 2011 - June 2013
Canon USA May 2008 - September 2010
Evercore Partners December 2006 - May 2008
UBS Investment Bank July 2004 - September 2005
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Due Diligence, Finance, Financial Reporting, Accounting, Risk Management, Analysis, Access, Auditing, Strategic Planning, Microsoft Excel, Data Analysis, Business Analysis, Budgets, Business Development, Entrepreneurship, Credit
Education
University of Buckingham 2006 — 2007
MBA, Finance
Siena College 2000 — 2004
BS, Economics
Crocs, Inc July 2013 - Present
GripeO January 2013 - Present
DigitalGlobe February 2011 - June 2013
Canon USA May 2008 - September 2010
Evercore Partners December 2006 - May 2008
UBS Investment Bank July 2004 - September 2005
Skills
Financial Modeling, Financial Analysis, Investments, Strategic Financial..., Due Diligence, Finance, Financial Reporting, Accounting, Risk Management, Analysis, Access, Auditing, Strategic Planning, Microsoft Excel, Data Analysis, Business Analysis, Budgets, Business Development, Entrepreneurship, Credit
Education
University of Buckingham 2006 — 2007
MBA, Finance
Siena College 2000 — 2004
BS, Economics
Jonathan Chan's Evercore Partners Experience June 2012 - June 2014
Job Associate at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners July 2014 - Present
Evercore Partners June 2012 - June 2014
Evercore Partners June 2011 - August 2011
CPP Investment Board May 2010 - August 2010
Skills
Valuation, Financial Modeling, LBO, Bloomberg Terminal, Investment Banking, Bloomberg, Corporate Finance, Equity Valuation, DCF, Equity Research, Capital Markets, Private Equity, Value Investing, Financial Analysis, Equities, Capital IQ, Strategy, Business Strategy
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2012
Bachelor of Arts, Honours Business Administration (Dual Degree), Business
University of Western 2007 — 2012
Bachelor of Engineering Science, Civil Engineering (Dual Degree), Civil Engineering
St. George's Senior School 2002 — 2007
Francisco Partners July 2014 - Present
Evercore Partners June 2012 - June 2014
Evercore Partners June 2011 - August 2011
CPP Investment Board May 2010 - August 2010
Skills
Valuation, Financial Modeling, LBO, Bloomberg Terminal, Investment Banking, Bloomberg, Corporate Finance, Equity Valuation, DCF, Equity Research, Capital Markets, Private Equity, Value Investing, Financial Analysis, Equities, Capital IQ, Strategy, Business Strategy
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2012
Bachelor of Arts, Honours Business Administration (Dual Degree), Business
University of Western 2007 — 2012
Bachelor of Engineering Science, Civil Engineering (Dual Degree), Civil Engineering
St. George's Senior School 2002 — 2007
Andres Amador's Evercore Partners Experience August 2008 - December 2008
Job Investment Banking Analyst Latin America Debt Capital Markets & Leveraged Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
J.P. Morgan April 2014 - Present
JP Morgan January 2011 - Present
North American Development Bank May 2010 - August 2010
Evercore Partners August 2008 - December 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Economics, Corporate Finance, Bloomberg, Investment Banking, Investments, Spanish, Equities, Fixed Income, Due Diligence, Data Analysis, Microsoft Excel, Private Equity, Stata, Portfolio Management, Bloomberg Terminal, Capital IQ, Emerging Markets
Education
The University of Texas at Austin 2008 — 2010
B.A., Economics; Business
Instituto de Estudios Bursatiles/Universidad Complutense de Madrid
Certification, Stock Market Analysis
Instituto Tecnológico y de Estudios Superiores de Monterrey 2006 — 2008
Economics, Law
American School Foundation of Monterrey (ASFM)
Andrew Crossfield's Evercore Partners Experience September 2012 - Present
Job Managing Director, REIT Specialist at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners September 2012 - Present
KBW July 2007 - June 2012
Ryan Beck & Co. January 2005 - January 2007
Dresdner Kleinwort Wasserstein 1998 - 2002
Dresdner Kleinwort Wasserstein 1998 - 2002
Skills
Investment Banking, Equity Research, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Alternative Investments, Corporate Finance
Education
Wharton School, University of Pennsylvania 2003 — 2003
AIMSE certificate in marketing
Hofstra University 1980 — 1984
Evercore Partners September 2012 - Present
KBW July 2007 - June 2012
Ryan Beck & Co. January 2005 - January 2007
Dresdner Kleinwort Wasserstein 1998 - 2002
Dresdner Kleinwort Wasserstein 1998 - 2002
Skills
Investment Banking, Equity Research, Valuation, Hedge Funds, Bloomberg, Financial Modeling, Fixed Income, Private Equity, Alternative Investments, Corporate Finance
Education
Wharton School, University of Pennsylvania 2003 — 2003
AIMSE certificate in marketing
Hofstra University 1980 — 1984
Emily Xi's Evercore Partners Experience June 2014 - Present
Job Investment Banking Analyst at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2014 - Present
Evercore Partners June 2013 - August 2013
Scotiabank May 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Public Speaking, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2014
HBA
Unionville High School 2006 — 2010
Evercore Partners June 2014 - Present
Evercore Partners June 2013 - August 2013
Scotiabank May 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Public Speaking, Financial Modeling
Education
Richard Ivey School of Business 2010 — 2014
HBA
Unionville High School 2006 — 2010
David Morse's Evercore Partners Experience 2012 - Present
Job Vice President at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners 2012 - Present
MedAssets 2004 - 2006
Education
University of Virginia 1998 — 2001
Economics & Finance
Northwestern University - Kellogg School of Management
Evercore Partners 2012 - Present
MedAssets 2004 - 2006
Education
University of Virginia 1998 — 2001
Economics & Finance
Northwestern University - Kellogg School of Management
Aaron Eisenberg's Evercore Partners Experience 2012 - 2012
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
Alex Heshmaty's Evercore Partners Experience June 2012 - July 2014
Job
Industry Venture Capital & Private Equity
Experience
Clayton Dubilier & Rice August 2014 - Present
Evercore Partners June 2012 - July 2014
Evercore Partners June 2011 - August 2011
Education
University of Florida 2008 — 2012
MS
University of Florida 2008 — 2012
BS
Clayton Dubilier & Rice August 2014 - Present
Evercore Partners June 2012 - July 2014
Evercore Partners June 2011 - August 2011
Education
University of Florida 2008 — 2012
MS
University of Florida 2008 — 2012
BS
Sheila K. McGrath's Evercore Partners Experience September 2012 - Present
Job Managing Director at Evercore Partners
Industry Research
Experience
Evercore Partners September 2012 - Present
Keefe, Bruyette & Woods April 2007 - September 2012
Education
Lafayette College
AB, Economics
Rutgers, The State University of New Jersey-Newark
MBA, Finance and Real Estate
Evercore Partners September 2012 - Present
Keefe, Bruyette & Woods April 2007 - September 2012
Education
Lafayette College
AB, Economics
Rutgers, The State University of New Jersey-Newark
MBA, Finance and Real Estate
Donatella De Ieso's Evercore Partners Experience January 2011 - Present
Job VP at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners January 2011 - Present
Bank of America Merrill Lynch January 2008 - October 2010
Lehman Brothers June 2006 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2005
Laurea, Finance
Evercore Partners January 2011 - Present
Bank of America Merrill Lynch January 2008 - October 2010
Lehman Brothers June 2006 - January 2008
Education
Università Commerciale 'Luigi Bocconi' 2000 — 2005
Laurea, Finance
Nicholas Tuxen's Evercore Partners Experience June 2011 - April 2013
Job Associate Real Estate Private Funds Group
Industry Real Estate
Experience
Brookfield Asset Management April 2013 - Present
Evercore Partners June 2011 - April 2013
Westfield July 2010 - June 2011
Westfield June 2008 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Research, Public Speaking, Management
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Brookfield Asset Management April 2013 - Present
Evercore Partners June 2011 - April 2013
Westfield July 2010 - June 2011
Westfield June 2008 - July 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Microsoft Excel, PowerPoint, Research, Public Speaking, Management
Education
Saint Joseph's University 2006 — 2010
Bachelor of Science, Business Administration; Finance
Hiro Miyazaki's Evercore Partners Experience November 2010 - March 2014
Job Vice President at Mizuho Securities USA Inc.
Industry Investment Banking
Experience
Mizuho Securities USA Inc. July 2015 - Present
Mizuho Securities USA Inc. April 2014 - June 2015
Evercore Partners November 2010 - March 2014
Mizuho Securities Co., Ltd. April 2007 - October 2010
Education
慶應義塾大学 / Keio University
Bachelor's Degree, Law
Mizuho Securities USA Inc. July 2015 - Present
Mizuho Securities USA Inc. April 2014 - June 2015
Evercore Partners November 2010 - March 2014
Mizuho Securities Co., Ltd. April 2007 - October 2010
Education
慶應義塾大学 / Keio University
Bachelor's Degree, Law
Mark McKechnie's Evercore Partners Experience July 2012 - November 2014
Job VP Investor Relations and Strategic Initiaitves at Silver Spring Networks
Industry Investment Banking
Experience
Silver Spring Networks January 2015 - Present
McKechnie Corporate Stategy Stock Specialist October 2014 - January 2015
Evercore Partners July 2012 - November 2014
ThinkEquity LLC April 2011 - July 2012
AmTech / Gleacher Securities May 2007 - February 2011
Twin Peaks Capital 2005 - 2007
Vcommerce Inc. 2003 - 2005
Bank of America / Montgomery Securities 1996 - 2003
Intel Corporation 1992 - 1996
Motorola Mobility 1986 - 1990
Skills
Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Trading, Asset Managment, Series 7, Investments, Bloomberg, Financial Analysis, Financial Markets, Corporate Development, Mergers, Venture Capital, IPO, Private Equity, Portfolio Management, Mergers & Acquisitions, Fixed Income, Asset Management
Education
Kellogg Graduate School of Management 1990 — 1992
MBA
Purdue University 1984 — 1988
BSEE, Electrical Engineering
Silver Spring Networks January 2015 - Present
McKechnie Corporate Stategy Stock Specialist October 2014 - January 2015
Evercore Partners July 2012 - November 2014
ThinkEquity LLC April 2011 - July 2012
AmTech / Gleacher Securities May 2007 - February 2011
Twin Peaks Capital 2005 - 2007
Vcommerce Inc. 2003 - 2005
Bank of America / Montgomery Securities 1996 - 2003
Intel Corporation 1992 - 1996
Motorola Mobility 1986 - 1990
Skills
Investment Banking, Equity Research, Equities, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Trading, Asset Managment, Series 7, Investments, Bloomberg, Financial Analysis, Financial Markets, Corporate Development, Mergers, Venture Capital, IPO, Private Equity, Portfolio Management, Mergers & Acquisitions, Fixed Income, Asset Management
Education
Kellogg Graduate School of Management 1990 — 1992
MBA
Purdue University 1984 — 1988
BSEE, Electrical Engineering
Bryan Locke's Evercore Partners Experience July 1999 - January 2005
Job Managing Director at Sard Verbinnen & Co.
Industry
Experience
Sard Verbinnen & Co. August 2011 - Present
Citadel LLC February 2005 - December 2010
Evercore Partners July 1999 - January 2005
Skills
Capital Markets, Investor Relations, Private Equity, Venture Capital, Corporate Development, Investment Banking, Mergers & Acquisitions, Hedge Funds, IPO, Due Diligence, Alternative Investments
Education
Stanford University Graduate School of Business
Sard Verbinnen & Co. August 2011 - Present
Citadel LLC February 2005 - December 2010
Evercore Partners July 1999 - January 2005
Skills
Capital Markets, Investor Relations, Private Equity, Venture Capital, Corporate Development, Investment Banking, Mergers & Acquisitions, Hedge Funds, IPO, Due Diligence, Alternative Investments
Education
Stanford University Graduate School of Business
Jason Sporer's Evercore Partners Experience July 2008 - July 2011
Job Associate at ZelnickMedia/ZM Capital
Industry Venture Capital & Private Equity
Experience
ZelnickMedia/ZM Capital July 2011 - Present
Evercore Partners July 2008 - July 2011
Evercore Partners July 2008 - July 2011
Education
University of Michigan Business School 2004 — 2008
BBA, Finance
ZelnickMedia/ZM Capital July 2011 - Present
Evercore Partners July 2008 - July 2011
Evercore Partners July 2008 - July 2011
Education
University of Michigan Business School 2004 — 2008
BBA, Finance
Daniel Wetchler, CFA's Evercore Partners Experience January 2011 - September 2014
Job Associate Analyst at Integre Asset Management
Industry Investment Banking
Experience
Integre Asset Management September 2014 - Present
Evercore Partners January 2011 - September 2014
SAC Capital Advisors June 2010 - December 2010
Skills
Equity Research, Valuation, Financial Analysis, Financial Modeling, Investments, U.S. Banks, Equities, Capital Markets, Investment Banking, Series 7 / 63 / 86 / 87, Bloomberg, LBO, Banking, Private Equity, Stock Picking, Value Investing
Education
University of Michigan 2006 — 2010
BA, Economics, Statistics
John F Kennedy High School 2002 — 2006
Integre Asset Management September 2014 - Present
Evercore Partners January 2011 - September 2014
SAC Capital Advisors June 2010 - December 2010
Skills
Equity Research, Valuation, Financial Analysis, Financial Modeling, Investments, U.S. Banks, Equities, Capital Markets, Investment Banking, Series 7 / 63 / 86 / 87, Bloomberg, LBO, Banking, Private Equity, Stock Picking, Value Investing
Education
University of Michigan 2006 — 2010
BA, Economics, Statistics
John F Kennedy High School 2002 — 2006
Anna Glantz's Evercore Partners Experience March 2010 - Present
Job Executive Assistant
Industry Financial Services
Experience
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Evercore Partners March 2010 - Present
Warburg Pincus October 2008 - February 2010
Lehman Brothers November 2007 - October 2008
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Lord, Abbett & Co. LLC 2004 - 2005
Skills
Corporate Finance, Investment Banking
Education
Texas Tech University 1998 — 2002
Bachelor of Arts, English/Dance
Karen Hartman's Evercore Partners Experience 2012 - Present
Job Executive Assistant at Evercore Partners
Industry Financial Services
Experience
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
Evercore Partners 2012 - Present
Jefferies & Company 2008 - 2012
J.P. Morgan June 2008 - September 2008
Bear Stearns 1993 - 2008
Skills
Windows 2010, Investment Banking, Concur, Outlook, Corporate Finance, Microsoft Excel, Bloomberg, Private Equity, Capital Markets, Financial Analysis, Securities, Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Music / Liberal Arts
Christopher Juban's Evercore Partners Experience October 2010 - March 2014
Job Senior Vice President & General Counsel
Industry Oil & Energy
Experience
Caiman Energy II, LLC May 2014 - Present
International Anti-Poaching Foundation October 2013 - Present
Evercore Partners October 2010 - March 2014
UBS Investment Bank December 2004 - June 2010
Vinson & Elkins LLP September 1998 - December 2004
Skills
Licensed to practice..., Mergers & Acquisitions, M&A experience, IPO, Divestitures, Financial Analysis, Securities, Acquisitions, Joint Ventures, Series 7, Business Strategy, Securities Regulation, Corporate Governance, Corporate Law, Finance
Education
Southern Methodist University Dedman School of Law
JD, Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin
Bachelor of Arts (B.A.), History and Government
Caiman Energy II, LLC May 2014 - Present
International Anti-Poaching Foundation October 2013 - Present
Evercore Partners October 2010 - March 2014
UBS Investment Bank December 2004 - June 2010
Vinson & Elkins LLP September 1998 - December 2004
Skills
Licensed to practice..., Mergers & Acquisitions, M&A experience, IPO, Divestitures, Financial Analysis, Securities, Acquisitions, Joint Ventures, Series 7, Business Strategy, Securities Regulation, Corporate Governance, Corporate Law, Finance
Education
Southern Methodist University Dedman School of Law
JD, Banking, Corporate, Finance, and Securities Law
The University of Texas at Austin
Bachelor of Arts (B.A.), History and Government
Patrick Gately's Evercore Partners Experience May 2006 - Present
Job Senior Accountant at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners May 2006 - Present
Education
Manhattan College
Accounting, Accounting
Evercore Partners May 2006 - Present
Education
Manhattan College
Accounting, Accounting
Jay Mirostaw's Evercore Partners Experience June 2010 - Present
Job Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers Holdings Inc. June 2007 - September 2008
Deutsche Bank Securities October 2005 - June 2007
Shearman & Sterling LLP October 2003 - October 2005
Education
New York University School of Law
Doctor of Law (J.D.)
Saint Louis University
Bachelor of Science (B.S.), Finance
Evercore Partners June 2010 - Present
Barclays Capital September 2008 - June 2010
Lehman Brothers Holdings Inc. June 2007 - September 2008
Deutsche Bank Securities October 2005 - June 2007
Shearman & Sterling LLP October 2003 - October 2005
Education
New York University School of Law
Doctor of Law (J.D.)
Saint Louis University
Bachelor of Science (B.S.), Finance
Doug Swift's Evercore Partners Experience July 2008 - August 2008
Job Investment Banking Analyst, Mergers & Acquisitions at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
The Institute of Economic Affairs July 2013 - August 2013
University of Pennsylvania May 2013 - June 2013
The Retail People July 2012 - August 2012
Digitalis Reputation May 2012 - July 2012
The Kings School July 2010 - June 2011
Evercore Partners July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Word, SEO, Business Journalism, Data Analysis, Sports Marketing, Event Planning, Market Research, Economics, Financial Modeling, International Relations
Education
University of Pennsylvania 2011 — 2015
BA Magna Cum Laude, Double Major in Economics & European History, 2015
Eton College 2005 — 2010
Economics, Math, History, Latin
J.P. Morgan June 2015 - Present
J.P. Morgan June 2014 - August 2014
The Institute of Economic Affairs July 2013 - August 2013
University of Pennsylvania May 2013 - June 2013
The Retail People July 2012 - August 2012
Digitalis Reputation May 2012 - July 2012
The Kings School July 2010 - June 2011
Evercore Partners July 2008 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Entrepreneurship, Microsoft Word, SEO, Business Journalism, Data Analysis, Sports Marketing, Event Planning, Market Research, Economics, Financial Modeling, International Relations
Education
University of Pennsylvania 2011 — 2015
BA Magna Cum Laude, Double Major in Economics & European History, 2015
Eton College 2005 — 2010
Economics, Math, History, Latin
George Ackert's Evercore Partners Experience 2009 - Present
Job Senior Managing Director at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners 2009 - Present
Merrill Lynch 1997 - 2009
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
The University of Texas School of Law 1992 — 1995
Doctor of Law (J.D.)
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Evercore Partners 2009 - Present
Merrill Lynch 1997 - 2009
Skills
Investment Banking, Valuation, Capital Markets, Corporate Finance, Mergers & Acquisitions
Education
The University of Texas School of Law 1992 — 1995
Doctor of Law (J.D.)
The University of Texas at Austin - Red McCombs School of Business 1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance, General
Denise WilliamsAdams's Evercore Partners Experience June 2009 - Present
Job Executive Assisant at Evercore Partners
Industry Investment Banking
Experience
Evercore Partners June 2009 - Present
Merrill Lynch March 1998 - June 2009
Merrill Lynch May 1994 - April 2009
Skills
Microsoft Word, Microsoft Office
Education
Art's High School
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (BA), Psychology
Evercore Partners June 2009 - Present
Merrill Lynch March 1998 - June 2009
Merrill Lynch May 1994 - April 2009
Skills
Microsoft Word, Microsoft Office
Education
Art's High School
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts (BA), Psychology
Tim Carlson's Evercore Partners Experience November 2011 - Present
Job Senior managing director at Evercore Partners
Industry Financial Services
Experience
Evercore Partners November 2011 - Present
J.P. Morgan July 2007 - November 2011
Petrie Parkman June 1997 - June 2007
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Structuring, M, Financial Analysis
Education
Rice University
Bachelor of Arts (BA), Economics and Managerial Studies
Evercore Partners November 2011 - Present
J.P. Morgan July 2007 - November 2011
Petrie Parkman June 1997 - June 2007
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions, Financial Structuring, M, Financial Analysis
Education
Rice University
Bachelor of Arts (BA), Economics and Managerial Studies
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS