Financo, Inc.
Industry: Boutique investment banking company
DescriptionFinanco, Inc. is a New York-based boutique investment bank focused on the merchandising and retail sector, with offices also in Los Angeles and London. Headquarters: New York City, NY Number of employees: 20 (2012) Founded: 1971 Subsidiary: Financo Securities, LLC
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Financo, Inc. Employees
Employee
Years
Job
Industry
Michelle Jolly Michelle Jolly's Financo, Inc. Experience 1997 - 2004
Job Operations Director, Frubob USA Inc.
Industry Food & Beverages
Experience
Frubob USA Inc. 2005 - Present
Financo, Inc. 1997 - 2004
David Mandl Associates 1984 - 1997
Skills
web design, Creative Writing, Interior Design, Financial Analysis, Microsoft Office, Web Design, Strategic Planning, Social Media, New Business Development, Business Strategy, Leadership, Research, Customer Service, Product Development, Marketing Strategy, Negotiation, Entrepreneurship, Management, Account Management
Education
Queensborough Community College 1985 — 1985
Accounting
Frubob USA Inc. 2005 - Present
Financo, Inc. 1997 - 2004
David Mandl Associates 1984 - 1997
Skills
web design, Creative Writing, Interior Design, Financial Analysis, Microsoft Office, Web Design, Strategic Planning, Social Media, New Business Development, Business Strategy, Leadership, Research, Customer Service, Product Development, Marketing Strategy, Negotiation, Entrepreneurship, Management, Account Management
Education
Queensborough Community College 1985 — 1985
Accounting
Patrick del Valle's Financo, Inc. Experience August 2015 - Present
Job Analyst at Financo, Inc.
Industry Investment Banking
Experience
Financo, Inc. August 2015 - Present
Macquarie Group June 2014 - August 2014
RealNetworks May 2013 - July 2013
Point Sample June 2012 - August 2012
Skills
Finance, Leadership, Financial Modeling, Strategy, Investment Banking, Valuation, R, Financial Analysis, Corporate Finance, English, Matlab, Statistics, Social Media
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics
Seattle Preparatory School 2007 — 2011
Financo, Inc. August 2015 - Present
Macquarie Group June 2014 - August 2014
RealNetworks May 2013 - July 2013
Point Sample June 2012 - August 2012
Skills
Finance, Leadership, Financial Modeling, Strategy, Investment Banking, Valuation, R, Financial Analysis, Corporate Finance, English, Matlab, Statistics, Social Media
Education
Wharton School, University of Pennsylvania 2011 — 2015
Bachelor’s Degree, Economics
Seattle Preparatory School 2007 — 2011
Alexis Tower Alexis Tower's Financo, Inc. Experience June 2007 - April 2008
Job Visionary Entrepreneur | Creator of SHAG™ & CoCreator of The Hunny Bun®
Industry Consumer Goods
Experience
TWO HUNNIES LLC September 2012 - Present
alliantgroup August 2012 - November 2012
Baylor Business Network of NYC March 2009 - April 2012
Muscular Dystrophy Association April 2008 - April 2012
Financo, Inc. June 2007 - April 2008
Buyingshow Solutions December 2006 - May 2007
Development Counsellors International May 2006 - December 2006
Heather's Glen June 2001 - May 2006
Skills
New Business Development, Customer Relations, Direct Sales, Budget Analysis, Sales Process, Customer Service, Promotions, Advertising, Public Relations, Conferences, Budgeting, Trade Shows, Microsoft Office, Fundraising, Direct Marketing, Event Planning, Public Speaking, Sponsorship, Media Relations, Event Management, Social Media, Proposal Writing, Problem Solving, Budgets, Management, Business Development
Education
Baylor University 2003 — 2006
Bachelor of Arts, Journalism- Public Relations
Montgomery High School 1999 — 2003
High School Diploma, General Studies
TWO HUNNIES LLC September 2012 - Present
alliantgroup August 2012 - November 2012
Baylor Business Network of NYC March 2009 - April 2012
Muscular Dystrophy Association April 2008 - April 2012
Financo, Inc. June 2007 - April 2008
Buyingshow Solutions December 2006 - May 2007
Development Counsellors International May 2006 - December 2006
Heather's Glen June 2001 - May 2006
Skills
New Business Development, Customer Relations, Direct Sales, Budget Analysis, Sales Process, Customer Service, Promotions, Advertising, Public Relations, Conferences, Budgeting, Trade Shows, Microsoft Office, Fundraising, Direct Marketing, Event Planning, Public Speaking, Sponsorship, Media Relations, Event Management, Social Media, Proposal Writing, Problem Solving, Budgets, Management, Business Development
Education
Baylor University 2003 — 2006
Bachelor of Arts, Journalism- Public Relations
Montgomery High School 1999 — 2003
High School Diploma, General Studies
Michael Brous Michael Brous's Financo, Inc. Experience August 2009 - May 2011
Job Associate at REQX Ventures LLC
Industry Venture Capital & Private Equity
Experience
REQX Ventures LLC April 2014 - Present
Versa Capital Management May 2011 - March 2014
Financo, Inc. August 2009 - May 2011
Skills
Buyouts, Management buyouts, Going-private..., Spinoffs, Recapitalizations, Asset Purchases, Restructuring, Turnarounds, Reorganizations &..., Senior & Subordinated..., Strategic Partnerships, Asset-backed Equity
Education
Wharton School, University of Pennsylvania 2005 — 2009
BS, Finance
REQX Ventures LLC April 2014 - Present
Versa Capital Management May 2011 - March 2014
Financo, Inc. August 2009 - May 2011
Skills
Buyouts, Management buyouts, Going-private..., Spinoffs, Recapitalizations, Asset Purchases, Restructuring, Turnarounds, Reorganizations &..., Senior & Subordinated..., Strategic Partnerships, Asset-backed Equity
Education
Wharton School, University of Pennsylvania 2005 — 2009
BS, Finance
Tim Houweling Tim Houweling's Financo, Inc. Experience January 2003 - January 2005
Job CoFounder at The Monkey Tail Ranch, Inc.
Industry Nonprofit Organization Management
Experience
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
The Monkey Tail Ranch, Inc. March 2013 - Present
Mountain View Fire Department March 2012 - Present
K9 Training Concepts/InstaDog May 2008 - Present
Thomas Weisel Partners July 2006 - May 2008
Squaw Valley January 2005 - July 2006
Financo, Inc. January 2003 - January 2005
Water Mill Partners, LLC July 2002 - January 2003
Robertson Stephens March 2000 - July 2002
PwC August 1994 - March 1998
Skills
Coaching, Financial Modeling, Investments, Leadership Development, Leadership, Management, Public Speaking, Organizational..., Nonprofits, Strategic Planning, Team Building, Time Management, Training Delivery, Training
Education
Santa Clara University 1990 — 1994
Bachelor of Science in commerce, Accounting
William Blommer's Financo, Inc. Experience May 2015 - Present
Job Investment Banking Summer Analyst at Financo, Inc.
Industry
Experience
Financo, Inc. May 2015 - Present
Merrill Lynch April 2013 - December 2013
Blommer Chocolate Co. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Public Speaking, Financial Modeling, Leadership, Data Analysis, Financial Analysis
Education
Georgetown University 2012 — 2016
Finance, International Business
The Episcopal Academy 2001 — 2012
Financo, Inc. May 2015 - Present
Merrill Lynch April 2013 - December 2013
Blommer Chocolate Co. 2012 - 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Public Speaking, Financial Modeling, Leadership, Data Analysis, Financial Analysis
Education
Georgetown University 2012 — 2016
Finance, International Business
The Episcopal Academy 2001 — 2012
Shelby Sharp Shelby Sharp's Financo, Inc. Experience September 2014 - May 2015
Job Research Coordinator at JDRF National
Industry Nonprofit Organization Management
Experience
JDRF International May 2015 - Present
Financo, Inc. September 2014 - May 2015
TLC4KIDS August 2012 - August 2014
Dance Art Dance Studios August 2008 - August 2014
Cosmopolitan Events January 2013 - July 2013
The Pulse on Tour (PTC Productions) December 2009 - July 2012
University of Missouri - St. Louis Office of Student Life May 2012 - June 2012
University of Missouri - St. Louis Residential Life December 2010 - May 2012
Juvenile Diabetes Research Foundation December 2010 - February 2012
Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, Teaching, PowerPoint, Community Outreach, Microsoft Excel, Non-profits, Microsoft Word, Customer Service, Fundraising, Higher Education, Volunteer Management, Nonprofits
Education
University of Missouri-Saint Louis 2010 — 2014
B.S.B.A. and B.S.A., Business Administration and Management, General (Major); Dance & Theatre (Minor)
Northwest High School 2005 — 2010
Diploma, 3.8 GPA
JDRF International May 2015 - Present
Financo, Inc. September 2014 - May 2015
TLC4KIDS August 2012 - August 2014
Dance Art Dance Studios August 2008 - August 2014
Cosmopolitan Events January 2013 - July 2013
The Pulse on Tour (PTC Productions) December 2009 - July 2012
University of Missouri - St. Louis Office of Student Life May 2012 - June 2012
University of Missouri - St. Louis Residential Life December 2010 - May 2012
Juvenile Diabetes Research Foundation December 2010 - February 2012
Skills
Public Speaking, Event Planning, Microsoft Office, Social Media, Teaching, PowerPoint, Community Outreach, Microsoft Excel, Non-profits, Microsoft Word, Customer Service, Fundraising, Higher Education, Volunteer Management, Nonprofits
Education
University of Missouri-Saint Louis 2010 — 2014
B.S.B.A. and B.S.A., Business Administration and Management, General (Major); Dance & Theatre (Minor)
Northwest High School 2005 — 2010
Diploma, 3.8 GPA
Will Mooney Will Mooney's Financo, Inc. Experience July 2013 - September 2015
Job Private Equity Associate at KarpReilly, LLC
Industry Venture Capital & Private Equity
Experience
KarpReilly, LLC September 2015 - Present
Financo, Inc. July 2013 - September 2015
JHP September 2010 - May 2013
Financo, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Data Analysis, Economics, Corporate Finance, PowerPoint, Investment Banking, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Friends Academy 2007 — 2009
Pine Crest School 2005 — 2007
KarpReilly, LLC September 2015 - Present
Financo, Inc. July 2013 - September 2015
JHP September 2010 - May 2013
Financo, Inc. June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Data Analysis, Economics, Corporate Finance, PowerPoint, Investment Banking, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.S.), Finance
Friends Academy 2007 — 2009
Pine Crest School 2005 — 2007
Tugba Rona's Financo, Inc. Experience August 2015 - Present
Job Investment Banking Analyst at Financo, Inc.
Industry Financial Services
Experience
Financo, Inc. August 2015 - Present
Credit Suisse July 2014 - August 2015
Credit Suisse June 2013 - August 2013
Princeton University Economics Department February 2013 - May 2013
Plexus Consulting Group June 2012 - August 2012
Skills
Capital IQ, FactSet, Bloomberg Terminal, Valuation, Stata, Financial Modeling, Investment Banking, Public Speaking, Economics, Microsoft Office, Microsoft Excel, Due Diligence, Leadership, Business Planning, Corporate Finance, Marketing, Equity Valuation, Equity Research
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
London School of Economics 2011 — 2011
Summer School, Principles of Accounting and International Relations, Trade, and the Environment.
Istanbul International Community School 2008 — 2010
High School Diploma and International Baccalaureate Diploma
Harvard University 2008 — 2008
Summer School, Law & Psychology and Introduction to Linguistics
Financo, Inc. August 2015 - Present
Credit Suisse July 2014 - August 2015
Credit Suisse June 2013 - August 2013
Princeton University Economics Department February 2013 - May 2013
Plexus Consulting Group June 2012 - August 2012
Skills
Capital IQ, FactSet, Bloomberg Terminal, Valuation, Stata, Financial Modeling, Investment Banking, Public Speaking, Economics, Microsoft Office, Microsoft Excel, Due Diligence, Leadership, Business Planning, Corporate Finance, Marketing, Equity Valuation, Equity Research
Education
Princeton University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
London School of Economics 2011 — 2011
Summer School, Principles of Accounting and International Relations, Trade, and the Environment.
Istanbul International Community School 2008 — 2010
High School Diploma and International Baccalaureate Diploma
Harvard University 2008 — 2008
Summer School, Law & Psychology and Introduction to Linguistics
Robin Harris's Financo, Inc. Experience May 2006 - July 2009
Job Founder at Luxeology
Industry Retail
Experience
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Luxeology July 2009 - Present
Iconix Brand Group, Inc. February 2010 - June 2011
Financo, Inc. May 2006 - July 2009
Banc of America Securities July 2004 - April 2006
Saks Fifth Avenue Enterprises March 2003 - April 2004
Merrill Lynch & Co. September 2001 - March 2003
RBC Capital Markets January 1996 - July 1999
Skills
Mergers, Due Diligence, Trading, New Business Development, Capital Markets, Mergers & Acquisitions, Strategy, Business Planning, Strategic Partnerships, Cross-functional Team..., Valuation, Venture Capital, Financial Analysis, Business Strategy, Private Equity, E-commerce, Negotiation, Competitive Analysis, Financial Modeling, Investments, Finance, Entrepreneurship, Executive Management, Investment Banking, Analysis, Marketing, Retail, Product Development, Licensing, Start-ups
Education
University of Virginia Darden School of Business 1999 — 2001
MBA
The London School of Economics and Political Science (LSE) 1994 — 1995
MSc, Comparative Government
Huron University College 1990 — 1994
BA (Hons), Political Science
Alina Vladimirova Alina Vladimirova's Financo, Inc. Experience 1999 - 2001
Job Helping people reach their goals
Industry Marketing and Advertising
Experience
Home based business owner June 2013 - Present
Send Out Cards November 2009 - January 2013
BNI 2010 - 2011
Manhattan BNI 2010 - 2010
Simplexity Health 2008 - 2009
Radiant on Raw 2008 - 2009
Turner Construction November 2001 - 2007
Financo, Inc. 1999 - 2001
Globe Institute of Technology 1997 - 1999
Skills
Marketing, Business Networking, Direct Marketing, Public Speaking, Green Living, Healthy Lifestyles, Work At Home, Organic Products, Social Networking, Sales, Online Marketing, Entrepreneurship, Networking, Small Business, Online Advertising, Coaching, Social Media Marketing, Business Development, SEO, Personal Development, Advertising, Marketing Strategy
Education
Minski Dzjaržauny Lingvistyèny Universitet 1991 — 1996
BA, English
Home based business owner June 2013 - Present
Send Out Cards November 2009 - January 2013
BNI 2010 - 2011
Manhattan BNI 2010 - 2010
Simplexity Health 2008 - 2009
Radiant on Raw 2008 - 2009
Turner Construction November 2001 - 2007
Financo, Inc. 1999 - 2001
Globe Institute of Technology 1997 - 1999
Skills
Marketing, Business Networking, Direct Marketing, Public Speaking, Green Living, Healthy Lifestyles, Work At Home, Organic Products, Social Networking, Sales, Online Marketing, Entrepreneurship, Networking, Small Business, Online Advertising, Coaching, Social Media Marketing, Business Development, SEO, Personal Development, Advertising, Marketing Strategy
Education
Minski Dzjaržauny Lingvistyèny Universitet 1991 — 1996
BA, English
Carly Ivanov Carly Ivanov's Financo, Inc. Experience 2006 - 2008
Job iQ media
Industry Human Resources
Experience
iQ media corp September 2013 - Present
TAGSYS 2009 - 2012
Financo, Inc. 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Account Reconciliation, Employee Benefits, Market Research, Event Planning, Event Management, SugarCRM, Management, Human Resources, Administrative..., Invoicing, Sales, Salesforce.com, Administrative..., Account Management, Social Media, Marketing
Education
Temple University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
iQ media corp September 2013 - Present
TAGSYS 2009 - 2012
Financo, Inc. 2006 - 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Account Reconciliation, Employee Benefits, Market Research, Event Planning, Event Management, SugarCRM, Management, Human Resources, Administrative..., Invoicing, Sales, Salesforce.com, Administrative..., Account Management, Social Media, Marketing
Education
Temple University 2002 — 2006
Bachelor of Arts (B.A.), Communication and Media Studies
Alice Lee's Financo, Inc. Experience June 2010 - August 2010
Job MBA Candidate at the Wharton School of the University of Pennsylvania
Industry Venture Capital & Private Equity
Experience
Catterton Partners July 2013 - July 2015
Deutsche Bank June 2011 - June 2013
Financo, Inc. June 2010 - August 2010
Standard Chartered Bank June 2009 - August 2009
Axiom Capital Management May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Consumer Goods..., Investment Banking, Valuation, LBO, Due Diligence, Mergers, Private Equity, Financial Analysis, Capital Markets, Venture Capital
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, OPIM
Catterton Partners July 2013 - July 2015
Deutsche Bank June 2011 - June 2013
Financo, Inc. June 2010 - August 2010
Standard Chartered Bank June 2009 - August 2009
Axiom Capital Management May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Consumer Goods..., Investment Banking, Valuation, LBO, Due Diligence, Mergers, Private Equity, Financial Analysis, Capital Markets, Venture Capital
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
BSE, Finance, OPIM
Adam Gallen Adam Gallen's Financo, Inc. Experience August 2007 - November 2009
Job Director at Gruppo, Levey & Co.
Industry Investment Banking
Experience
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Gruppo, Levey & Co. February 2013 - Present
Gruppo, Levey & Co. June 2012 - January 2013
Cappello Capital Corp. November 2011 - May 2012
Self Employed November 2009 - October 2011
Financo, Inc. August 2007 - November 2009
Jefferies & Company June 2004 - December 2006
Gruppo, Levey & Co. October 2000 - June 2004
Deutsche Bank June 1999 - September 2000
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking
Education
Duke University 1995 — 1999
BA, Economics and Certificate in Markets and Management Studies
Patrick Riordan Patrick Riordan's Financo, Inc. Experience 1992 - 1995
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2010 - Present
Leucadia National Corporation May 2007 - February 2010
Fidelity Capital Investors / Fidelity Equity Partners April 2001 - March 2007
Monitor Clipper Partners 1998 - 2001
Monitor Company 1996 - 1998
Financo, Inc. 1992 - 1995
Kurt Salmon Associates 1991 - 1992
Skills
Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Investments, Due Diligence, Corporate Finance, Asset Managment, Corporate Development, Alternative Investments
Education
Harvard Business School 1995 — 1997
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS Econ
Phillips Exeter Academy 1983 — 1987
BlackRock March 2010 - Present
Leucadia National Corporation May 2007 - February 2010
Fidelity Capital Investors / Fidelity Equity Partners April 2001 - March 2007
Monitor Clipper Partners 1998 - 2001
Monitor Company 1996 - 1998
Financo, Inc. 1992 - 1995
Kurt Salmon Associates 1991 - 1992
Skills
Private Equity, Valuation, Financial Modeling, Mergers, Investment Banking, Investments, Due Diligence, Corporate Finance, Asset Managment, Corporate Development, Alternative Investments
Education
Harvard Business School 1995 — 1997
MBA
University of Pennsylvania - The Wharton School 1987 — 1991
BS Econ
Phillips Exeter Academy 1983 — 1987
John Ponterotto John Ponterotto's Financo, Inc. Experience 2002 - 2004
Job Head of Capital Markets, Middle Market Financial Sponsors at HSBC Bank
Industry Financial Services
Experience
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
HSBC Bank March 2015 - Present
Oppenheimer & Co. Inc. April 2010 - March 2015
Jefferies Finance LLC 2005 - 2009
Financo, Inc. 2002 - 2004
CIBC OPPENHEIMER/ CIBC WORLD MARKETS CORP 2000 - 2003
BMO Nesbitt Burns 1996 - 1999
Barclays Capital 1991 - 1996
Merrill Lynch & Co. 1987 - 1990
Skills
Leveraged Finance, Financial Structuring, Credit Analysis, Finance, Private Placements, LBO, Credit, Loans, Syndications, Mezzanine, Securities, High Yield, Recapitalizations, Middle Market, Series 7, Cash Flow, Management, Capital Markets, Investment Banking, Private Equity
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
University of Chicago 1983 — 1987
Bachelor of Arts, Economics
Regis High School 1979 — 1983
High School Diploma
Reyaz Kassamali Reyaz Kassamali's Financo, Inc. Experience December 2005 - February 2008
Job Managing Partner at KH Capital Partners
Industry Consumer Goods
Experience
The Reverend Shawn Amos Loves You 2015 - Present
K Franchise Systems August 2014 - Present
KH Capital Partners July 2009 - Present
Playboy Enterprises, Inc. January 2013 - June 2013
Xebec Venture Partners June 2011 - January 2012
Alberta Investment Management Corporation (AIMCo) November 2010 - May 2011
Hilco Consumer Capital March 2008 - June 2009
Financo, Inc. December 2005 - February 2008
Dresdner Kleinwort Wasserstein February 2001 - August 2005
Wasserstein Perella June 2000 - January 2001
Skills
Private Equity, Portfolio Management, Valuation, Mergers, Licensing, Financial Modeling, Due Diligence, Investments, Corporate Finance, Financial Analysis, Corporate Development, Business Strategy, Investment Banking, New Business Development, Strategic Planning, Negotiation, International Business, Contract Negotiation, Joint Ventures, Restructuring, Corporate Governance, Strategic Partnerships, Intellectual Property, Venture Capital, Management Consulting, Mergers & Acquisitions, M&A experience, Strategy, Management, Emerging Markets, Entrepreneurship, Start-ups, Finance, Business Valuation, Capital Markets, LBO, Financial Structuring, IPO, Divestitures, Alternative Investments, Hedge Funds, Investor Relations, Equities, Structured Finance, Leveraged Finance, Acquisition Integration, Acquisitions, Asset Management, Executive Management, Project Finance
Education
Harvard Law School 1996 — 1998
J.D., Law
University of Cambridge 1994 — 1996
M.A., Law
Yale University 1991 — 1994
B.A., Ethics, Politics & Economics
St. George's School
The Reverend Shawn Amos Loves You 2015 - Present
K Franchise Systems August 2014 - Present
KH Capital Partners July 2009 - Present
Playboy Enterprises, Inc. January 2013 - June 2013
Xebec Venture Partners June 2011 - January 2012
Alberta Investment Management Corporation (AIMCo) November 2010 - May 2011
Hilco Consumer Capital March 2008 - June 2009
Financo, Inc. December 2005 - February 2008
Dresdner Kleinwort Wasserstein February 2001 - August 2005
Wasserstein Perella June 2000 - January 2001
Skills
Private Equity, Portfolio Management, Valuation, Mergers, Licensing, Financial Modeling, Due Diligence, Investments, Corporate Finance, Financial Analysis, Corporate Development, Business Strategy, Investment Banking, New Business Development, Strategic Planning, Negotiation, International Business, Contract Negotiation, Joint Ventures, Restructuring, Corporate Governance, Strategic Partnerships, Intellectual Property, Venture Capital, Management Consulting, Mergers & Acquisitions, M&A experience, Strategy, Management, Emerging Markets, Entrepreneurship, Start-ups, Finance, Business Valuation, Capital Markets, LBO, Financial Structuring, IPO, Divestitures, Alternative Investments, Hedge Funds, Investor Relations, Equities, Structured Finance, Leveraged Finance, Acquisition Integration, Acquisitions, Asset Management, Executive Management, Project Finance
Education
Harvard Law School 1996 — 1998
J.D., Law
University of Cambridge 1994 — 1996
M.A., Law
Yale University 1991 — 1994
B.A., Ethics, Politics & Economics
St. George's School
Jessica Brucale Jessica Brucale's Financo, Inc. Experience October 2007 - January 2008
Job Director; Business Development at HelloWorld, Inc.
Industry Marketing and Advertising
Experience
HelloWorld, Inc. September 2014 - Present
HelloWorld Inc. January 2014 - Present
ePrize July 2012 - Present
ePrize January 2011 - July 2012
Empire Advance Funding January 2008 - January 2011
Financo, Inc. October 2007 - January 2008
RBC Dain Rauscher October 2006 - June 2007
Skills
Interactive Marketing, Integrated Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Digital Strategy, Email Marketing, Creative Strategy, B2B, Social Marketing, Digital Media, Salesforce.com, Social Networking, Content Strategy, Multi-channel Marketing, Facebook, Advertising, Online Marketing, Creative Direction, Marketing, Marketing Research, Loyalty Marketing, Brand Development, Social Media Marketing, Digital Marketing, Direct Marketing, Loyalty Programs, Mobile Marketing, Relationship Marketing, Lead Generation, Sales, Leadership, Promotions, Media Planning, Web Analytics, Direct Mail, Management, Customer Acquisition, Media Buying
Education
Long Island University, Southampton Campus 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Long Island University, Southampton Campus 2002 — 2006
HelloWorld, Inc. September 2014 - Present
HelloWorld Inc. January 2014 - Present
ePrize July 2012 - Present
ePrize January 2011 - July 2012
Empire Advance Funding January 2008 - January 2011
Financo, Inc. October 2007 - January 2008
RBC Dain Rauscher October 2006 - June 2007
Skills
Interactive Marketing, Integrated Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Digital Strategy, Email Marketing, Creative Strategy, B2B, Social Marketing, Digital Media, Salesforce.com, Social Networking, Content Strategy, Multi-channel Marketing, Facebook, Advertising, Online Marketing, Creative Direction, Marketing, Marketing Research, Loyalty Marketing, Brand Development, Social Media Marketing, Digital Marketing, Direct Marketing, Loyalty Programs, Mobile Marketing, Relationship Marketing, Lead Generation, Sales, Leadership, Promotions, Media Planning, Web Analytics, Direct Mail, Management, Customer Acquisition, Media Buying
Education
Long Island University, Southampton Campus 2002 — 2006
Bachelor's degree, Business Administration and Management, General
Long Island University, Southampton Campus 2002 — 2006
Vasya Dostoinov Vasya Dostoinov's Financo, Inc. Experience 1997 - 1998
Job Associate Director at Gartner
Industry Management Consulting
Experience
Gartner September 2010 - Present
BCT Partners, LLC January 2006 - September 2010
GSG September 2005 - December 2005
Prudential Financial July 2001 - June 2004
Financo, Inc. 1997 - 1998
Skills
Financial Services, Operations Management, Government Contracting, Technology Planning, Program Management, Management Consulting, Strategic Planning, Project Management, Business Analysis, Business Strategy, Process Improvement, Analysis, Data Analysis, Policy Analysis, Project Planning, Business Process..., Change Management, Risk Management, Consulting, Budgets, Management, Leadership, Proposal Writing, Strategy, Organizational..., Policy, Training, Business Development, Recruiting, Negotiation, Executive Management, Government, Cross-functional Team..., Due Diligence, Business Transformation, Leadership Development, IT Strategy, Outsourcing, Integration, Vendor Management, Business Intelligence, Governance, Cloud Computing, Mergers & Acquisitions, Project Portfolio..., Start-ups, IT Service Management, Professional Services, CRM, PMO
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA
Syracuse University - Maxwell School 2004 — 2005
MPA, Public Administration
Swarthmore College 1997 — 2001
BA, Economics
The Putney School 1994 — 1997
Leland & Gray Union High School 1991 — 1991
Gartner September 2010 - Present
BCT Partners, LLC January 2006 - September 2010
GSG September 2005 - December 2005
Prudential Financial July 2001 - June 2004
Financo, Inc. 1997 - 1998
Skills
Financial Services, Operations Management, Government Contracting, Technology Planning, Program Management, Management Consulting, Strategic Planning, Project Management, Business Analysis, Business Strategy, Process Improvement, Analysis, Data Analysis, Policy Analysis, Project Planning, Business Process..., Change Management, Risk Management, Consulting, Budgets, Management, Leadership, Proposal Writing, Strategy, Organizational..., Policy, Training, Business Development, Recruiting, Negotiation, Executive Management, Government, Cross-functional Team..., Due Diligence, Business Transformation, Leadership Development, IT Strategy, Outsourcing, Integration, Vendor Management, Business Intelligence, Governance, Cloud Computing, Mergers & Acquisitions, Project Portfolio..., Start-ups, IT Service Management, Professional Services, CRM, PMO
Education
Syracuse University - Martin J. Whitman School of Management 2009 — 2011
MBA
Syracuse University - Maxwell School 2004 — 2005
MPA, Public Administration
Swarthmore College 1997 — 2001
BA, Economics
The Putney School 1994 — 1997
Leland & Gray Union High School 1991 — 1991
Sehun Justin Kim's Financo, Inc. Experience August 2015 - Present
Job Investment Banking Analyst at Financo, Inc.
Industry Financial Services
Experience
Financo, Inc. August 2015 - Present
University of Pennsylvania Glee Club (Penn Glee Club) June 2014 - June 2015
Signal Hill Capital June 2014 - August 2014
Impact Investment Exchange (Asia) June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2011 - October 2012
goods for good June 2012 - August 2012
Skills
Budget, Events Coordination, Conference Coordination, Financial Analysis, Microfinance, Business Development, Singing, Business Planning, Venture Financing, Emerging Markets, Mergers & Acquisitions, Investment Banking, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S in Economics, Finance, Cum Laude Latin Honors, 3.78/4.00 Concentration GPA
Dwight-Englewood School 2007 — 2011
High School Diploma
Financo, Inc. August 2015 - Present
University of Pennsylvania Glee Club (Penn Glee Club) June 2014 - June 2015
Signal Hill Capital June 2014 - August 2014
Impact Investment Exchange (Asia) June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania September 2011 - October 2012
goods for good June 2012 - August 2012
Skills
Budget, Events Coordination, Conference Coordination, Financial Analysis, Microfinance, Business Development, Singing, Business Planning, Venture Financing, Emerging Markets, Mergers & Acquisitions, Investment Banking, PowerPoint, Microsoft Office, Microsoft Excel, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S in Economics, Finance, Cum Laude Latin Honors, 3.78/4.00 Concentration GPA
Dwight-Englewood School 2007 — 2011
High School Diploma
Michael Rosenberg's Financo, Inc. Experience March 2001 - December 2002
Job Partner at Redwood Capital Group
Industry Investment Banking
Experience
Redwood Capital Group February 2015 - Present
Northside Advisors LLC December 2009 - February 2015
CA, Inc. July 2007 - November 2009
Honeywell August 2003 - June 2007
Financo, Inc. March 2001 - December 2002
Prudential Securities June 1997 - December 2000
Dresdner Kleinwort Wasserstein October 1998 - April 2000
Wand Partners 1995 - 1997
Ernst & Young January 1993 - August 1995
Skills
Corporate Development, Venture Capital, Mergers, Investment Banking, Joint Ventures, Financial Advisory, Capital Raising, Private Equity, Corporate Finance, M&A experience, Due Diligence, Financial Modeling, IPO, Valuation, Divestitures, Investor Relations, Business Valuation, Restructuring, Acquisition Integration, Capital Markets, Business Development, Capital, Emerging Markets, Enterprise Software, Entrepreneurship, Finance, Managerial Finance, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Strategy, LBO, Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Queens College
BA, Accounting
Redwood Capital Group February 2015 - Present
Northside Advisors LLC December 2009 - February 2015
CA, Inc. July 2007 - November 2009
Honeywell August 2003 - June 2007
Financo, Inc. March 2001 - December 2002
Prudential Securities June 1997 - December 2000
Dresdner Kleinwort Wasserstein October 1998 - April 2000
Wand Partners 1995 - 1997
Ernst & Young January 1993 - August 1995
Skills
Corporate Development, Venture Capital, Mergers, Investment Banking, Joint Ventures, Financial Advisory, Capital Raising, Private Equity, Corporate Finance, M&A experience, Due Diligence, Financial Modeling, IPO, Valuation, Divestitures, Investor Relations, Business Valuation, Restructuring, Acquisition Integration, Capital Markets, Business Development, Capital, Emerging Markets, Enterprise Software, Entrepreneurship, Finance, Managerial Finance, Mergers & Acquisitions, Strategic Partnerships, Strategic Planning, Strategy, LBO, Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
Queens College
BA, Accounting
Kevin Grimm's Financo, Inc. Experience June 2014 - August 2014
Job Recent Graduate of Georgetown University
Industry Accounting
Experience
Financo, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, Windows
Education
Georgetown University 2011 — 2015
BSBA, Accounting and Finance
Financo, Inc. June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Java, Windows
Education
Georgetown University 2011 — 2015
BSBA, Accounting and Finance
Jose Bermudez Jose Bermudez's Financo, Inc. Experience June 2013 - August 2013
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2014 - Present
Financo, Inc. June 2013 - August 2013
VACE Partners May 2012 - July 2012
Leadership in the Business World:Wharton School July 2011 - August 2011
CMM: De la Calle, Madrazo, Mancera SC June 2011 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Strategic Planning, Business Strategy, Mergers & Acquisitions, Investments, Bloomberg, Private Equity, LBO, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital, Equities, Fixed Income, Equity Research, Due Diligence, Alternative Investments, Portfolio Management, Economics, Capital IQ, DCF, Business Planning, Derivatives, Analysis, Entrepreneurship, Asset Management, Investment Management, Finance, Project Finance, Bloomberg Terminal, Equity Valuation, Leveraged Finance, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Management, Public Speaking, Social Media, Spanish, Leadership, Teamwork, Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.Sc.), Finance and Operations Management
Credit Suisse July 2014 - Present
Financo, Inc. June 2013 - August 2013
VACE Partners May 2012 - July 2012
Leadership in the Business World:Wharton School July 2011 - August 2011
CMM: De la Calle, Madrazo, Mancera SC June 2011 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Strategic Planning, Business Strategy, Mergers & Acquisitions, Investments, Bloomberg, Private Equity, LBO, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital, Equities, Fixed Income, Equity Research, Due Diligence, Alternative Investments, Portfolio Management, Economics, Capital IQ, DCF, Business Planning, Derivatives, Analysis, Entrepreneurship, Asset Management, Investment Management, Finance, Project Finance, Bloomberg Terminal, Equity Valuation, Leveraged Finance, PowerPoint, Microsoft Excel, Microsoft Office, Research, Microsoft Word, Data Analysis, Management, Public Speaking, Social Media, Spanish, Leadership, Teamwork, Strategy, Market Research
Education
University of Pennsylvania - The Wharton School 2010 — 2014
Bachelor of Science (B.Sc.), Finance and Operations Management
Randy Gornitzky Randy Gornitzky's Financo, Inc. Experience August 2007 - June 2009
Job President at Empire Blended Products, Inc.
Industry Building Materials
Experience
Empire Blended Products, Inc. January 2015 - Present
Empire Blended Products, Inc. June 2009 - December 2014
Financo, Inc. August 2007 - June 2009
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Sales Management, Accounting, New Business Development, Finance, Business Analysis, Business Development, Corporate Finance, Sales, Business Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Operations Management, Strategic Planning, Product Development, Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's degree, Accounting and Finance
Empire Blended Products, Inc. January 2015 - Present
Empire Blended Products, Inc. June 2009 - December 2014
Financo, Inc. August 2007 - June 2009
Skills
Entrepreneurship, Financial Modeling, Financial Analysis, Sales Management, Accounting, New Business Development, Finance, Business Analysis, Business Development, Corporate Finance, Sales, Business Strategy, Valuation, Due Diligence, Mergers & Acquisitions, Operations Management, Strategic Planning, Product Development, Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor's degree, Accounting and Finance
Ali Jamal Ali Jamal's Financo, Inc. Experience September 2008 - June 2009
Job Director of Product Strategy and Insights Public Speaker Entrepreneur Startup Advisor Data Scientist
Industry Internet
Experience
RockYou July 2013 - Present
RockYou July 2014 - May 2015
RockYou March 2014 - July 2014
RockYou July 2013 - March 2014
Zynga January 2013 - June 2013
Maxim Integrated Products September 2010 - January 2013
ArchPoint Partners January 2010 - July 2010
Financo, Inc. September 2008 - June 2009
Headwaters MB August 2007 - April 2008
523 Capital June 2006 - January 2007
Skills
Analytics, Strategy, Business Strategy, Financial Modeling, Start-ups, Data Analysis, Venture Capital, Product Management, Data Science, Financial Analysis, Private Equity, Quantitative Analysis, Investment Banking, Competitive Analysis, Market Research, Due Diligence, Corporate Finance, Investments, Marketing Strategy, Statistics, Market Analysis, Mergers & Acquisitions, Business Development, Entrepreneurship, Entrepreneur, Monetization, Mobile Devices, Optimization, Hadoop, Corporate Development, Hedge Funds, Data Mining, E-commerce, Quantitative Analytics, Product Development, Product Strategy, Cross-functional Team..., Strategic Analysis, SQL, Big Data, R, Apache Pig, Mobile Applications, Management, Leadership, SaaS, Go-to-market Strategy, Product Marketing, Agile Methodologies, Enterprise Software
Education
Stanford University 2006 — 2007
Masters of Science, Statistics
Stanford University 2002 — 2006
BA, Economics
Virginia Secondary School 1989 — 2002
RockYou July 2013 - Present
RockYou July 2014 - May 2015
RockYou March 2014 - July 2014
RockYou July 2013 - March 2014
Zynga January 2013 - June 2013
Maxim Integrated Products September 2010 - January 2013
ArchPoint Partners January 2010 - July 2010
Financo, Inc. September 2008 - June 2009
Headwaters MB August 2007 - April 2008
523 Capital June 2006 - January 2007
Skills
Analytics, Strategy, Business Strategy, Financial Modeling, Start-ups, Data Analysis, Venture Capital, Product Management, Data Science, Financial Analysis, Private Equity, Quantitative Analysis, Investment Banking, Competitive Analysis, Market Research, Due Diligence, Corporate Finance, Investments, Marketing Strategy, Statistics, Market Analysis, Mergers & Acquisitions, Business Development, Entrepreneurship, Entrepreneur, Monetization, Mobile Devices, Optimization, Hadoop, Corporate Development, Hedge Funds, Data Mining, E-commerce, Quantitative Analytics, Product Development, Product Strategy, Cross-functional Team..., Strategic Analysis, SQL, Big Data, R, Apache Pig, Mobile Applications, Management, Leadership, SaaS, Go-to-market Strategy, Product Marketing, Agile Methodologies, Enterprise Software
Education
Stanford University 2006 — 2007
Masters of Science, Statistics
Stanford University 2002 — 2006
BA, Economics
Virginia Secondary School 1989 — 2002
Marcus Dodyk's Financo, Inc. Experience May 2012 - August 2012
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2013 - Present
Financo, Inc. May 2012 - August 2012
ReproSource, Inc. May 2011 - July 2011
The TJX Companies June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.Sc.), Finance, General
Gann Academy 2005 — 2009
Evercore June 2013 - Present
Financo, Inc. May 2012 - August 2012
ReproSource, Inc. May 2011 - July 2011
The TJX Companies June 2010 - August 2010
Skills
Financial Modeling, Bloomberg, Valuation, Corporate Finance, Investment Banking
Education
University of Pennsylvania - The Wharton School 2009 — 2013
Bachelor of Science (B.Sc.), Finance, General
Gann Academy 2005 — 2009
Venu Amar Venu Amar's Financo, Inc. Experience June 2010 - August 2010
Job Principal at Applied Predictive Technologies
Industry Management Consulting
Experience
Applied Predictive Technologies September 2015 - Present
Applied Predictive Technologies, Inc. September 2013 - August 2015
Applied Predictive Technologies, Inc. August 2011 - August 2013
Financo, Inc. June 2010 - August 2010
Paragon Capital Partners, LLC May 2009 - August 2009
Skills
Business Analytics, Analytics, Management Consulting, Financial Modeling, SQL, Business Development, Big Data, Market Research, Valuation, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Finance, Marketing
Berkeley Preparatory School
Applied Predictive Technologies September 2015 - Present
Applied Predictive Technologies, Inc. September 2013 - August 2015
Applied Predictive Technologies, Inc. August 2011 - August 2013
Financo, Inc. June 2010 - August 2010
Paragon Capital Partners, LLC May 2009 - August 2009
Skills
Business Analytics, Analytics, Management Consulting, Financial Modeling, SQL, Business Development, Big Data, Market Research, Valuation, Strategy
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Finance, Marketing
Berkeley Preparatory School
Lauren Jackson's Financo, Inc. Experience September 2004 - December 2007
Job Marketing and Design at Pacific Publishers, LLC
Industry Publishing
Experience
Pacific Publishers, LLC May 2012 - Present
G2 Investment Group, LLC April 2010 - May 2012
Guggenheim Partners June 2008 - April 2010
Financo, Inc. September 2004 - December 2007
Skills
Graphic Design, Adobe Creative Suite, Illustrator, Layout, Logo Design, Web Design, Photoshop, Illustration, Graphics, Copy Editing, Documentations, Publishing, Desktop Publishing, Marketing
Education
Ohio University 2001 — 2004
Bachelor's degree, English Language and Literature
Southside High School 1996 — 1999
Colorado State University
Pacific Publishers, LLC May 2012 - Present
G2 Investment Group, LLC April 2010 - May 2012
Guggenheim Partners June 2008 - April 2010
Financo, Inc. September 2004 - December 2007
Skills
Graphic Design, Adobe Creative Suite, Illustrator, Layout, Logo Design, Web Design, Photoshop, Illustration, Graphics, Copy Editing, Documentations, Publishing, Desktop Publishing, Marketing
Education
Ohio University 2001 — 2004
Bachelor's degree, English Language and Literature
Southside High School 1996 — 1999
Colorado State University
Joanne Wu's Financo, Inc. Experience June 2011 - August 2011
Job Product Management Associate at 1stdibs.com
Industry Internet
Experience
1stdibs.com January 2015 - Present
Perella Weinberg Partners July 2012 - January 2015
Financo, Inc. June 2011 - August 2011
Levy Affiliated Holdings June 2010 - July 2010
Linguistic Data Consortium February 2010 - May 2010
Yageo July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Bloomberg, Capital IQ, FactSet, Fairness Opinions, Due Diligence, Finance, Data Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science, Finance, Operation & Information Management
West Ranch High School 2004 — 2008
1stdibs.com January 2015 - Present
Perella Weinberg Partners July 2012 - January 2015
Financo, Inc. June 2011 - August 2011
Levy Affiliated Holdings June 2010 - July 2010
Linguistic Data Consortium February 2010 - May 2010
Yageo July 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Investment Banking, Mergers & Acquisitions, Valuation, Restructuring, Bloomberg, Capital IQ, FactSet, Fairness Opinions, Due Diligence, Finance, Data Analysis
Education
University of Pennsylvania 2008 — 2012
Bachelor of Science, Finance, Operation & Information Management
West Ranch High School 2004 — 2008
Garrison McDavid's Financo, Inc. Experience September 1989 - June 1997
Job Educational Travel and Language Courses
Industry Education Management
Experience
George Washington School of English June 2009 - Present
Manhattan Transfer SL February 2007 - December 2012
Democrats Abroad September 2002 - March 2011
Banco de España September 2010 - January 2011
Reti Spa January 2009 - February 2010
Universidad Europea de Madrid September 2008 - January 2009
UNHCR: United Nations High Commissioner Refugees 2004 - 2008
International House October 2000 - March 2004
Financo, Inc. September 1989 - June 1997
Financo, Inc. January 1989 - January 1993
Skills
Microsoft Office, French, Spanish translation, Spanish, Contract Negotiation, Mergers, Public Speaking, Non-profits, Analysis, Mergers & Acquisitions, Nonprofits, Event Planning, International Relations, Strategy, Teaching, Intercultural..., Public Relations, Translation, Budgets, Strategic Communications, Business Planning, English, Social Media, Management, Strategic Planning, Research, Editing, Business Strategy, Finance, Social Networking, Fundraising, Event Management
Education
Universidad Complutense de Madrid 1999 — 2000
Spanish for Foreigners, Spanish
University of Virginia 1981 — 1986
Bachelor of Science, Commerce: Finance
University of Cambridge 1983 — 1984
Master's, Political Science
Gate City High School
George Washington School of English June 2009 - Present
Manhattan Transfer SL February 2007 - December 2012
Democrats Abroad September 2002 - March 2011
Banco de España September 2010 - January 2011
Reti Spa January 2009 - February 2010
Universidad Europea de Madrid September 2008 - January 2009
UNHCR: United Nations High Commissioner Refugees 2004 - 2008
International House October 2000 - March 2004
Financo, Inc. September 1989 - June 1997
Financo, Inc. January 1989 - January 1993
Skills
Microsoft Office, French, Spanish translation, Spanish, Contract Negotiation, Mergers, Public Speaking, Non-profits, Analysis, Mergers & Acquisitions, Nonprofits, Event Planning, International Relations, Strategy, Teaching, Intercultural..., Public Relations, Translation, Budgets, Strategic Communications, Business Planning, English, Social Media, Management, Strategic Planning, Research, Editing, Business Strategy, Finance, Social Networking, Fundraising, Event Management
Education
Universidad Complutense de Madrid 1999 — 2000
Spanish for Foreigners, Spanish
University of Virginia 1981 — 1986
Bachelor of Science, Commerce: Finance
University of Cambridge 1983 — 1984
Master's, Political Science
Gate City High School
Friedman, Barbara J.'s Financo, Inc. Experience 2007 - 2009
Job Fashion Industry Professional
Industry Apparel & Fashion
Experience
LIM College October 2009 - Present
RAREculture 2008 - Present
The Great Spirits Baking Company 2008 - Present
New York Women's Forum 1999 - Present
Sterling International April 2008 - September 2009
Financo, Inc. 2007 - 2009
Liz Claiborne Inc. 1999 - 2007
Anne Klein September 1996 - July 1999
Chloe 1993 - 1996
Amanda Fielding/JC Penney 1989 - 1993
Skills
Retail, Business Development, Merchandising, Brand Management, Apparel, Marketing Strategy, Management, Trend Analysis, Luxury Goods, Licensing, Product Development, Marketing Communications, Fashion, Negotiation, Social Media Marketing, Marketing, Wholesale, Business Strategy, Career Development, E-commerce, Entrepreneurship, Brand Development, Social Media, New Business Development, Marketing Management, Competitive Analysis, Strategy, Direct Marketing, Start-ups, Strategic Partnerships, Brand Awareness, Leadership
Education
Goucher College 1971 — 1975
BA, French Language and Linguistics
Horace Greeley
LIM College October 2009 - Present
RAREculture 2008 - Present
The Great Spirits Baking Company 2008 - Present
New York Women's Forum 1999 - Present
Sterling International April 2008 - September 2009
Financo, Inc. 2007 - 2009
Liz Claiborne Inc. 1999 - 2007
Anne Klein September 1996 - July 1999
Chloe 1993 - 1996
Amanda Fielding/JC Penney 1989 - 1993
Skills
Retail, Business Development, Merchandising, Brand Management, Apparel, Marketing Strategy, Management, Trend Analysis, Luxury Goods, Licensing, Product Development, Marketing Communications, Fashion, Negotiation, Social Media Marketing, Marketing, Wholesale, Business Strategy, Career Development, E-commerce, Entrepreneurship, Brand Development, Social Media, New Business Development, Marketing Management, Competitive Analysis, Strategy, Direct Marketing, Start-ups, Strategic Partnerships, Brand Awareness, Leadership
Education
Goucher College 1971 — 1975
BA, French Language and Linguistics
Horace Greeley
Yann Blindert's Financo, Inc. Experience September 2000 - September 2002
Job Wells Fargo, Energy Group
Industry Banking
Experience
Wells Fargo Energy Group February 2015 - Present
Wells Fargo, Utilities and Power April 2007 - February 2015
US Bank August 2006 - April 2007
Scotia Capital May 2003 - August 2006
Financo, Inc. September 2000 - September 2002
Education
Ivey Business School at Western University 1997 — 2000
Wells Fargo Energy Group February 2015 - Present
Wells Fargo, Utilities and Power April 2007 - February 2015
US Bank August 2006 - April 2007
Scotia Capital May 2003 - August 2006
Financo, Inc. September 2000 - September 2002
Education
Ivey Business School at Western University 1997 — 2000
Mary Ann Domuracki's Financo, Inc. Experience September 2001 - March 2015
Job Managing Director at MMG Advisors, Inc.
Industry Financial Services
Experience
MMG Advisors, Inc. April 2015 - Present
Financo, Inc. September 2001 - March 2015
Hirsch International August 2001 - October 2009
CDG Group February 1999 - January 2000
Danskin January 1987 - December 1998
EY 1977 - 1987
Skills
Mergers, Private Equity, Restructuring, Due Diligence, Valuation, Corporate Finance, Venture Capital, Investment Banking, Business Strategy, Financial Analysis, M&A experience, Strategy, Acquisition Integration, Business Planning, Business Valuation, Corporate Governance, Mergers, Strategic Planning, IPO, Asset Management, Portfolio Management
Education
Penn State University
Bachelor’s Degree, BusinessAdministration & Accounting
MMG Advisors, Inc. April 2015 - Present
Financo, Inc. September 2001 - March 2015
Hirsch International August 2001 - October 2009
CDG Group February 1999 - January 2000
Danskin January 1987 - December 1998
EY 1977 - 1987
Skills
Mergers, Private Equity, Restructuring, Due Diligence, Valuation, Corporate Finance, Venture Capital, Investment Banking, Business Strategy, Financial Analysis, M&A experience, Strategy, Acquisition Integration, Business Planning, Business Valuation, Corporate Governance, Mergers, Strategic Planning, IPO, Asset Management, Portfolio Management
Education
Penn State University
Bachelor’s Degree, BusinessAdministration & Accounting
Erin Muskat's Financo, Inc. Experience January 2004 - April 2006
Job Director of Operations at Private Prep
Industry Education Management
Experience
Private Prep, LLC March 2013 - Present
Media Link, LLC November 2009 - January 2012
Convergys June 2008 - August 2008
Financo, Inc. January 2004 - April 2006
Skills
Competitive Analysis, Due Diligence, Entrepreneurship, Strategy, Financial Modeling
Education
The Ohio State University Fisher College of Business 2007 — 2009
Emory University 1999 — 2003
BA, Economics
Milken Community High School
Milken Community High School
Milken Community High School
Private Prep, LLC March 2013 - Present
Media Link, LLC November 2009 - January 2012
Convergys June 2008 - August 2008
Financo, Inc. January 2004 - April 2006
Skills
Competitive Analysis, Due Diligence, Entrepreneurship, Strategy, Financial Modeling
Education
The Ohio State University Fisher College of Business 2007 — 2009
Emory University 1999 — 2003
BA, Economics
Milken Community High School
Milken Community High School
Milken Community High School
Costas Constantinides's Financo, Inc. Experience 2002 - 2004
Job Associate at Davidson Kempner Capital Management
Industry Financial Services
Experience
Davidson Kempner Capital Management June 2013 - Present
TUDOR INVESTMENT CORPORATION June 2012 - June 2013
Karsch Capital Management February 2010 - May 2012
Buckingham Capital Management May 2009 - August 2009
LNK Partners April 2006 - August 2008
Global Reach Capital August 2004 - April 2006
Financo, Inc. 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing
University of Pennsylvania - The Wharton School
Davidson Kempner Capital Management June 2013 - Present
TUDOR INVESTMENT CORPORATION June 2012 - June 2013
Karsch Capital Management February 2010 - May 2012
Buckingham Capital Management May 2009 - August 2009
LNK Partners April 2006 - August 2008
Global Reach Capital August 2004 - April 2006
Financo, Inc. 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Marketing
University of Pennsylvania - The Wharton School
Kim-Marie Umstead's Financo, Inc. Experience 1992 - 1995
Job Director, Commercial Properties at Riverbay Corporation
Industry Real Estate
Experience
Riverbay Corporation September 2007 - Present
Riverbay Corporation December 1999 - August 2007
Riverbay Corporation 1995 - 1999
Financo, Inc. 1992 - 1995
Skills
Managerial Experience, Company Secretarial, Copy Editing, Voice Communications
Education
Borough of Manhattan Community College
Computer Science & English
Riverbay Corporation September 2007 - Present
Riverbay Corporation December 1999 - August 2007
Riverbay Corporation 1995 - 1999
Financo, Inc. 1992 - 1995
Skills
Managerial Experience, Company Secretarial, Copy Editing, Voice Communications
Education
Borough of Manhattan Community College
Computer Science & English
Jay Goldberg's Financo, Inc. Experience 1994 - 1997
Job Senior Mortgage Banker at New American Funding
Industry Financial Services
Experience
New American Funding January 2014 - Present
First Capital November 2009 - December 2013
The Coding Source 2005 - 2009
Leiner Health Products 1999 - 2005
Financo, Inc. 1994 - 1997
United States Peace Corps 1990 - 1992
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1986 — 1990
BA, Economics and Philosophy
Palisades High School 1983 — 1986
New American Funding January 2014 - Present
First Capital November 2009 - December 2013
The Coding Source 2005 - 2009
Leiner Health Products 1999 - 2005
Financo, Inc. 1994 - 1997
United States Peace Corps 1990 - 1992
Education
Stanford University Graduate School of Business 1997 — 1999
MBA
University of Pennsylvania 1986 — 1990
BA, Economics and Philosophy
Palisades High School 1983 — 1986
Jesse Amoroso's Financo, Inc. Experience 2008 - 2009
Job Vice President at Amoroso's Baking Company
Industry Food Production
Experience
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Amoroso's Baking Company July 2013 - Present
Amoroso's Baking Company January 2010 - June 2013
Financo, Inc. 2008 - 2009
National Financial Partners June 2007 - August 2007
Citigroup 2006 - 2006
Institute of Contemporary Art @ Penn 2002 - 2004
Skills
Strategy, Business Development, Ingredients, Marketing Strategy, Competitive Analysis, Food, Financial Modeling, Start-ups, Mergers, Entrepreneurship, Food Industry, Private Equity, Due Diligence, Corporate Development, Food Processing, Business Strategy, Financial Analysis, Corporate Finance, Valuation, Strategic Planning, New Business Development, Investment Banking, Venture Capital, Investments, Strategic Partnerships, Consumer Products
Education
University of Pennsylvania 2004 — 2008
BA, Urban Real Estate & Development
Friends' Central School 1991 — 2004
Dhruv Sharma's Financo, Inc. Experience August 2014 - April 2015
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays May 2015 - Present
Financo, Inc. August 2014 - April 2015
Financo, Inc. June 2013 - August 2013
Skills
Salesforce.com, Analysis, Microsoft Word, Data Analysis, Outlook, Management, Databases, Public Relations, Event Management, Sales, Program Management, Statistics, Strategy, Editing, HTML, Competitive Analysis, Negotiation, Analytics, Business Analysis, Accounting, Social Networking, SQL, Budgets, Financial Reporting
Education
Georgetown University 2010 — 2014
B.S., Finance
Barclays May 2015 - Present
Financo, Inc. August 2014 - April 2015
Financo, Inc. June 2013 - August 2013
Skills
Salesforce.com, Analysis, Microsoft Word, Data Analysis, Outlook, Management, Databases, Public Relations, Event Management, Sales, Program Management, Statistics, Strategy, Editing, HTML, Competitive Analysis, Negotiation, Analytics, Business Analysis, Accounting, Social Networking, SQL, Budgets, Financial Reporting
Education
Georgetown University 2010 — 2014
B.S., Finance
Marko Horvat's Financo, Inc. Experience June 2010 - August 2010
Job Associate at Financo Securities, LLC
Industry Financial Services
Experience
Financo Securities, LLC August 2013 - Present
Financo Securities, LLC June 2011 - August 2013
Financo, Inc. June 2010 - August 2010
The Riverside Company June 2009 - August 2009
Goldcorp Inc June 2008 - August 2008
Skills
LBO, Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Capital Markets, Corporate Development, Equity Research, M&A experience, Financial Analysis, Due Diligence, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
Financo Securities, LLC August 2013 - Present
Financo Securities, LLC June 2011 - August 2013
Financo, Inc. June 2010 - August 2010
The Riverside Company June 2009 - August 2009
Goldcorp Inc June 2008 - August 2008
Skills
LBO, Investment Banking, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Private Equity, Capital Markets, Corporate Development, Equity Research, M&A experience, Financial Analysis, Due Diligence, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
BS, Finance
Omar Rada's Financo, Inc. Experience 2005 - 2007
Job
Industry Internet
Experience
Misen 2014 - Present
FreshDirect 2007 - 2012
Financo, Inc. 2005 - 2007
Skills
Apparel, Financial Modeling, Data Analysis, Analytics, Finance, Mergers & Acquisitions, Mergers, Strategy, Business Strategy, Merchandising, Analysis, Financial Analysis, Business Analysis, Corporate Finance, Start-ups, E-commerce, Business Objects
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (B.S.), Economics
Misen 2014 - Present
FreshDirect 2007 - 2012
Financo, Inc. 2005 - 2007
Skills
Apparel, Financial Modeling, Data Analysis, Analytics, Finance, Mergers & Acquisitions, Mergers, Strategy, Business Strategy, Merchandising, Analysis, Financial Analysis, Business Analysis, Corporate Finance, Start-ups, E-commerce, Business Objects
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (B.S.), Economics
Berkshire Capital Securities LLC
Sonenshine Partners
GP Bullhound
Berkshire Capital
Foros
Marlin & Associates