Fidus Investment Advisors, LLC
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Fidus Investment Advisors, LLC Employees
Fidus Investment Advisors, LLC July 2015 - Present
Wells Fargo Securities September 2013 - June 2015
Southwest Securities February 2012 - August 2013
Bank of America June 2011 - August 2011
Shandon Hill Capital May 2009 - July 2010
Morgan Stanley Smith Barney January 2009 - May 2009
GunnAllen Financial August 2008 - December 2008
South Carolina Department of Revenue November 2007 - August 2008
Skills
Bloomberg, SNL, Capital IQ
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2011
Master of Professional Accounting, Financial Reporting and Assurance
University of South Carolina - Darla Moore School of Business 2006 — 2010
Bachelors of Science in Business Administration, Accounting and Finance with a Minor in Economics
Fidus Investment Advisors, LLC January 2012 - Present
Lake Forest Graduate School of Management August 2009 - January 2012
Village of Lincolnwood December 2006 - August 2009
Skills
Accounting, QuickBooks, Internal Controls, Account Reconciliation, Customer Service, Marketing Communications, Data Analysis, Social Media, Internal Audit, Leadership, Investments, Finance, Portfolio Management, Budgets, Financial Analysis, Financial Modeling, Financial Reporting
Education
DePaul University 2005 — 2009
BSC, Finance
Fidus Investment Advisors, LLC July 2013 - Present
BlueCrest Capital Finance, LP. June 2007 - April 2012
ABN AMRO September 2001 - June 2007
Education
Bentley University 1997 — 2001
Fidus Investment Advisors, LLC October 2014 - Present
Wells Fargo Securities April 2014 - August 2014
CL King & Associates May 2013 - June 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Finance
Education
Wake Forest University 2011 — 2015
Bachelor of Science, Finance, Minor in Economics
London School of Economics and Political Science 2013 — 2013
Marketing and Microeconomics
Fidus Investment Advisors, LLC July 2014 - Present
Phi Sigma Kappa-Sigma Triton September 2012 - September 2013
Credit Suisse June 2013 - August 2013
ViMedicus, Inc. May 2012 - January 2013
Phi Sigma Kappa-Indiana University November 2011 - September 2012
Hinsdale Little League June 2005 - August 2011
Skills
Financial Modeling, Leadership, Data Analysis, Public Speaking, Management, Financial Analysis, Microsoft Excel, Market Research, Microsoft Word, PowerPoint, Project Management, Marketing, Negotiation, Valuation, Analysis
Education
Indiana University 2010 — 2014
Bachelor of Science (BS), Finance
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Business; Finance, Junior
Fidus Investment Advisors, LLC May 2009 - Present
Allied Capital August 2006 - May 2009
Credit Suisse 2004 - 2006
Skills
Leveraged Finance, Private Equity, Valuation, Financial Modeling, Credit Analysis, Due Diligence, Business Strategy, Strategic Analysis, Alternative Investments, Investment Banking, Subordinated Debt
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Richmond 2000 — 2004
Bachelor of Science (B.S.)
Benet Academy
Fidus Investment Advisors, LLC March 2008 - Present
Allied Capital November 2002 - March 2008
Credit Suisse 2001 - 2002
Credit Suisse First Boston 2001 - 2002
First Union (Predecessor to Wachovia) 1996 - 1999
Skills
Mezzanine, Buyouts, Due Diligence, Leveraged Lending, Private Equity, Corporate Development, Investment Banking, Leveraged Finance, Mergers
Education
University of North Carolina at Chapel Hill 1999 — 2003
The University of Chicago Booth School of Business
Fidus Investment Advisors, LLC June 2007 - Present
Education
DePaul University
Fidus Investment Advisors, LLC 2011 - Present
Fidus Partners 2008 - 2011
Allied Capital Corporation 2004 - 2008
Wachovia Securities 1996 - 2003
Skills
Private Equity, Mergers, Leveraged Finance, Software, Due Diligence, Maintenance & Repair
Education
University of Notre Dame 1994 — 1995
MBA, Finance
University of Notre Dame
BBA, Business Administration
Fidus Investment Advisors LLC August 2014 - Present
Fidus Investment Advisors LLC July 2013 - August 2014
Citadel LLC November 2010 - July 2013
KPMG September 2008 - November 2010
Procter & Gamble May 2006 - August 2006
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
Masters of Science in Accountancy, Accounting
University of Notre Dame 2003 — 2007
Bachelors of Business Administration, Accounting