Freeman & Co.
Industry: Commercial company
DescriptionFounded: 1991 Subsidiary: Freeman & Co. Securities Llc
Freeman & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Freeman & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Freeman & Co. Salaries. You can even request information on how much does Freeman & Co. pay if you want to. Learn about salaries, pros and cons of working for Freeman & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
26 Freeman & Co. employees in database. Find out everything there's to know about Freeman & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Freeman & Co. Employees
Employee
Years
Job
Industry
Jacob Kornreich Jacob Kornreich's Freeman & Co. Experience May 2012 - April 2014
Job Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2014 - Present
Freeman & Co. May 2012 - April 2014
Morgan Stanley October 2010 - April 2012
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Excel (VBA and Macros), PowerPoint, Bloomberg, Capital IQ, Visual Basic, Access, Essbase, SPSS, HTML
Education
Cornell University 2007 — 2010
B.S, Industrial and Labor Relations, Real Estate Finance, Law and Society
J.P. Morgan April 2014 - Present
Freeman & Co. May 2012 - April 2014
Morgan Stanley October 2010 - April 2012
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Excel (VBA and Macros), PowerPoint, Bloomberg, Capital IQ, Visual Basic, Access, Essbase, SPSS, HTML
Education
Cornell University 2007 — 2010
B.S, Industrial and Labor Relations, Real Estate Finance, Law and Society
Heather Huffmaster Heather Huffmaster's Freeman & Co. Experience May 1999 - July 2001
Job
Industry Accounting
Experience
Liberty Bank of Arkansas October 2004 - January 2011
Arkansas State University July 2001 - September 2004
Freeman & Co. May 1999 - July 2001
Skills
Tax, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Budget Process, Escheatment, Microsoft Excel, QuickBooks, Fixed Assets, Accruals, Financial Reporting, Bank Reconciliation, General Ledger, Banking, Budgets, Microsoft Office
Education
Arkansas State University 2003 — 2005
Master of Business Administration (M.B.A.)
Arkansas State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Liberty Bank of Arkansas October 2004 - January 2011
Arkansas State University July 2001 - September 2004
Freeman & Co. May 1999 - July 2001
Skills
Tax, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, Budget Process, Escheatment, Microsoft Excel, QuickBooks, Fixed Assets, Accruals, Financial Reporting, Bank Reconciliation, General Ledger, Banking, Budgets, Microsoft Office
Education
Arkansas State University 2003 — 2005
Master of Business Administration (M.B.A.)
Arkansas State University 1995 — 1999
Bachelor of Science (B.S.), Accounting
Matt Capers Matt Capers's Freeman & Co. Experience April 2011 - October 2012
Job Caviar / Square
Industry Internet
Marika Bigler Marika Bigler's Freeman & Co. Experience 2011 - 2013
Job Wharton MBA Candidate Class of 2017
Industry Financial Services
Experience
The Wharton School 2015 - Present
GE Capital January 2015 - July 2015
GE October 2012 - December 2013
Freeman & Co. 2011 - 2013
Knight Capital Group 2010 - 2011
Dubai World Trade Centre June 2009 - August 2009
Libra Group June 2008 - August 2008
Skills
Capital Markets, Equity Research, Private Equity, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Financial Modeling, Finance, Capital IQ, Financial Services
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2006 — 2010
Economics
The Taft School 2002 — 2006
Tasis
The Wharton School 2015 - Present
GE Capital January 2015 - July 2015
GE October 2012 - December 2013
Freeman & Co. 2011 - 2013
Knight Capital Group 2010 - 2011
Dubai World Trade Centre June 2009 - August 2009
Libra Group June 2008 - August 2008
Skills
Capital Markets, Equity Research, Private Equity, Investment Banking, Mergers & Acquisitions, Valuation, Bloomberg, Financial Modeling, Finance, Capital IQ, Financial Services
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Brown University 2006 — 2010
Economics
The Taft School 2002 — 2006
Tasis
Rui Jie (RJ) Sim Rui Jie (RJ) Sim's Freeman & Co. Experience October 2015 - Present
Job Investment Banking Intern at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. October 2015 - Present
Baruch Wall Street Club August 2015 - Present
J.P. Morgan June 2015 - July 2015
BNP Paribas Investment Partners January 2015 - May 2015
Manhattan Venture Partners June 2014 - September 2014
Singapore Army December 2008 - December 2010
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Teamwork, Financial Analysis, Risk Management, Finance, Corporate Finance
Education
City University of New York-Baruch College 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Freeman & Co. October 2015 - Present
Baruch Wall Street Club August 2015 - Present
J.P. Morgan June 2015 - July 2015
BNP Paribas Investment Partners January 2015 - May 2015
Manhattan Venture Partners June 2014 - September 2014
Singapore Army December 2008 - December 2010
Skills
Leadership, Public Speaking, PowerPoint, Microsoft Excel, Teamwork, Financial Analysis, Risk Management, Finance, Corporate Finance
Education
City University of New York-Baruch College 2013 — 2016
Bachelor of Business Administration (BBA), Finance, General
Christopher McCloskey Christopher McCloskey's Freeman & Co. Experience May 2015 - Present
Job Investment Banking Analyst at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Freeman & Co. May 2015 - Present
Alternative Investments Club September 2013 - May 2015
Neuberger Berman June 2014 - August 2014
Berkery, Noyes & Co., LLC January 2014 - May 2014
Gilford Securities June 2013 - January 2014
Rose Hill Society, Fordham University March 2012 - September 2013
Ella Capital LLC January 2013 - June 2013
UBS January 2013 - May 2013
WKF&C (Ryan Specialty Group) July 2012 - September 2012
The Compass Fellowship with the Kenneth Cole Foundation September 2011 - September 2012
Skills
Microsoft Excel, PowerPoint, Social Media, Public Speaking, Social Networking, Event Planning, Research, Mandarin, Soccer, Orchestral Percussion, Prezi, Financial Analysis, Bloomberg, Bloomberg Terminal, Investments
Education
Fordham University 2011 — 2015
Finance Major Concentration in Alternative Investments
North Shore
Portledge School
Matt Capozzi's Freeman & Co. Experience January 2015 - Present
Job Investment Banking Associate at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. January 2015 - Present
Freeman & Co. July 2013 - December 2014
Oberlin College 2011 - 2013
PCAOB June 2012 - August 2012
Office of Management and Budget June 2011 - August 2011
U.S. Department of Justice June 2010 - August 2010
Education
Oberlin College 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economics with Honors
Freeman & Co. January 2015 - Present
Freeman & Co. July 2013 - December 2014
Oberlin College 2011 - 2013
PCAOB June 2012 - August 2012
Office of Management and Budget June 2011 - August 2011
U.S. Department of Justice June 2010 - August 2010
Education
Oberlin College 2009 — 2013
Bachelor of Arts (B.A.), Mathematical Economics with Honors
Patrick Sturgeon Patrick Sturgeon's Freeman & Co. Experience October 2002 - November 2011
Job
Industry Investment Banking
Experience
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Direct Access Partners April 2012 - May 2013
Indracus LLC November 2011 - March 2012
Freeman & Co. October 2002 - November 2011
Wellington Management 1999 - 2001
State Street Corp. 1998 - 1999
Skills
Series 7, Series 63, Valuation, Private Equity, Investments, Equities, Capital Markets, Business Valuation, Investment Banking, Venture Capital, Corporate Finance, Asset Managment, Financial Modeling, Mergers, Hedge Funds, Financial Analysis, Fixed Income, Alternative Investments, Equity Research, Bloomberg, Due Diligence, Financial Markets, MBA, Trading, Investor Relations, Derivatives, Mergers & Acquisitions, Trading Systems, Asset Management, Investment Management, Equity Trading, Emerging Markets, Options, Portfolio Management, Financial Structuring, Equity Derivatives, Electronic Trading, Securities, Finance, Strategy, Financial Services, Risk Management, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance & Leadership
University of Massachusetts, Amherst 1994 — 1998
B.S., Economics
St. Joseph Central High
Joe Metzger Joe Metzger's Freeman & Co. Experience March 2008 - July 2011
Job Director, M&A and Corporate Development at TIAACREF
Industry Financial Services
Experience
TIAA-CREF May 2012 - Present
Macquarie Group July 2011 - April 2012
Freeman & Co. March 2008 - July 2011
Skills
Investment Banking, Corporate Development, M&A experience, Financial Institutions, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Microsoft Excel, PowerPoint, Bloomberg, SNL, Finance, Mergers & Acquisitions
Education
New York University 2002 — 2006
B.A., Political Science
The Browning School 1989 — 2002
Elementary - High School
TIAA-CREF May 2012 - Present
Macquarie Group July 2011 - April 2012
Freeman & Co. March 2008 - July 2011
Skills
Investment Banking, Corporate Development, M&A experience, Financial Institutions, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Microsoft Excel, PowerPoint, Bloomberg, SNL, Finance, Mergers & Acquisitions
Education
New York University 2002 — 2006
B.A., Political Science
The Browning School 1989 — 2002
Elementary - High School
Nicolle Lee's Freeman & Co. Experience December 2014 - April 2015
Job Financial Analyst at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Freeman & Co. December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Private Wealth Management July 2013 - August 2013
Management Systems Consulting May 2013 - August 2013
Bruin Consulting October 2011 - June 2012
Skills
Economics, Case Studies, Project Management, Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Analysis, Mentoring, Equality & Diversity, VBA, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2015
Financial Economics
University of California, Los Angeles 2011 — 2012
Bachelor's Degree, Business/Managerial Economics
Valencia High School
JPMorgan Chase & Co. July 2015 - Present
Freeman & Co. December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Private Wealth Management July 2013 - August 2013
Management Systems Consulting May 2013 - August 2013
Bruin Consulting October 2011 - June 2012
Skills
Economics, Case Studies, Project Management, Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Analysis, Mentoring, Equality & Diversity, VBA, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2015
Financial Economics
University of California, Los Angeles 2011 — 2012
Bachelor's Degree, Business/Managerial Economics
Valencia High School
Kenneth Parsons Kenneth Parsons's Freeman & Co. Experience September 2015 - Present
Job Investment Banking Analyst at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. September 2015 - Present
Music Movement Association May 2011 - Present
PwC September 2014 - August 2015
B&G Business Solutions August 2013 - May 2014
PwC January 2013 - March 2013
TD May 2012 - August 2012
Skills
Leadership, Time Management, Team Leadership, Analysis, Teamwork, Analytical Skills, Management, Risk Management, PowerPoint, Microsoft Excel, Strategy, Outlook, Microsoft Office, Finance, Program Management, M&A, Hedge Funds, Equities, US GAAP, Auditing, Financial Reporting, Financial Modeling, DCF Valuation
Education
Villanova University 2010 — 2014
Bachelor's Degree, Finance & Accountancy, Summa Cum Laude
Fudan University 2012 — 2012
Chinese Language, Summa Cum Laude
Shanghai University of Finance and Economics 2012 — 2012
International Finance, Summa Cum Laude
Bishop Guertin High School 2006 — 2010
Freeman & Co. September 2015 - Present
Music Movement Association May 2011 - Present
PwC September 2014 - August 2015
B&G Business Solutions August 2013 - May 2014
PwC January 2013 - March 2013
TD May 2012 - August 2012
Skills
Leadership, Time Management, Team Leadership, Analysis, Teamwork, Analytical Skills, Management, Risk Management, PowerPoint, Microsoft Excel, Strategy, Outlook, Microsoft Office, Finance, Program Management, M&A, Hedge Funds, Equities, US GAAP, Auditing, Financial Reporting, Financial Modeling, DCF Valuation
Education
Villanova University 2010 — 2014
Bachelor's Degree, Finance & Accountancy, Summa Cum Laude
Fudan University 2012 — 2012
Chinese Language, Summa Cum Laude
Shanghai University of Finance and Economics 2012 — 2012
International Finance, Summa Cum Laude
Bishop Guertin High School 2006 — 2010
R. Austin Glass's Freeman & Co. Experience June 2014 - August 2014
Job Summer Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 2015 - Present
Freeman & Co. June 2014 - August 2014
Relativity Media July 2013 - September 2013
Trilogy Capital June 2011 - July 2012
Skills
Microsoft Office, Bloomberg, Pitch Books, Prezi, SNL, Capital IQ, Financial Analysis, Finance, Economics, Research, Equities
Education
Northwestern University 2012 — 2016
Economics, Business Institutions, Critical Theory
Sciences Po 2014 — 2014
Study Abroad
Riverdale Country School 2008 — 2012
Credit Suisse June 2015 - Present
Freeman & Co. June 2014 - August 2014
Relativity Media July 2013 - September 2013
Trilogy Capital June 2011 - July 2012
Skills
Microsoft Office, Bloomberg, Pitch Books, Prezi, SNL, Capital IQ, Financial Analysis, Finance, Economics, Research, Equities
Education
Northwestern University 2012 — 2016
Economics, Business Institutions, Critical Theory
Sciences Po 2014 — 2014
Study Abroad
Riverdale Country School 2008 — 2012
Kevin Rosenbaum, CFA Kevin Rosenbaum, CFA's Freeman & Co. Experience April 2010 - March 2011
Job Cambridge Associates
Industry Financial Services
Experience
Cambridge Associates March 2015 - Present
United States Department of Defense March 2011 - March 2015
Freeman & Co. April 2010 - March 2011
Wachovia Securities, Global Markets and Investment Bank June 2007 - July 2008
Skills
Financial Modeling, Due Diligence, Financial Analysis, Analysis, M&A experience, International Relations, Foreign Policy, Investment Banking, Mergers & Acquisitions, Valuation, Strategy, Business Planning, Corporate Finance, Microsoft Excel, Visual Basic, Foreign Affairs, International Capital..., Credit Analysis, Policy Analysis, Leadership, Private Equity, Asset Management, Finance, Risk Management, Bloomberg
Education
The University of Edinburgh
Master of Science (M.Sc.)
Emory University
Bachelor of Arts (BA)
Cambridge Associates March 2015 - Present
United States Department of Defense March 2011 - March 2015
Freeman & Co. April 2010 - March 2011
Wachovia Securities, Global Markets and Investment Bank June 2007 - July 2008
Skills
Financial Modeling, Due Diligence, Financial Analysis, Analysis, M&A experience, International Relations, Foreign Policy, Investment Banking, Mergers & Acquisitions, Valuation, Strategy, Business Planning, Corporate Finance, Microsoft Excel, Visual Basic, Foreign Affairs, International Capital..., Credit Analysis, Policy Analysis, Leadership, Private Equity, Asset Management, Finance, Risk Management, Bloomberg
Education
The University of Edinburgh
Master of Science (M.Sc.)
Emory University
Bachelor of Arts (BA)
Molly Chambers's Freeman & Co. Experience April 2012 - August 2014
Job Enterprise Operations Analyst at Yext
Industry Financial Services
Experience
Yext September 2014 - Present
CO/LAB Theater Group September 2014 - Present
Freeman & Co. April 2012 - August 2014
Brown University September 2009 - December 2011
Citi June 2011 - August 2011
FAA May 2010 - August 2010
Domaine Carret September 2008 - November 2008
Skills
Leadership, Strategy, Business Strategy, Economics, Bloomberg, SQL, Management, Data Analysis, Investment Banking, Quantitative Analytics
Education
Brown University 2009 — 2011
BA, Economics, Public Policy
The George Washington University 2007 — 2008
Economics
John Jay High School 2003 — 2007
HS Degree
Yext September 2014 - Present
CO/LAB Theater Group September 2014 - Present
Freeman & Co. April 2012 - August 2014
Brown University September 2009 - December 2011
Citi June 2011 - August 2011
FAA May 2010 - August 2010
Domaine Carret September 2008 - November 2008
Skills
Leadership, Strategy, Business Strategy, Economics, Bloomberg, SQL, Management, Data Analysis, Investment Banking, Quantitative Analytics
Education
Brown University 2009 — 2011
BA, Economics, Public Policy
The George Washington University 2007 — 2008
Economics
John Jay High School 2003 — 2007
HS Degree
Edward Choi's Freeman & Co. Experience 2006 - 2006
Job Director, Strategy & Corporate Development
Industry Financial Services
Experience
Voya Financial, Inc. (formerly ING U.S.) February 2012 - Present
Jefferies & Co., Inc. August 2007 - February 2012
Freeman & Co. 2006 - 2006
Thomson Reuters (formerly Thomson Financial and The Carson Group) October 2000 - July 2005
Sanford C. Bernstein October 1999 - September 2000
Samsung Electronics America August 1998 - September 1999
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Equities, Equity Research, Corporate Development, Mergers, Due Diligence, Capital Markets, Emerging Markets, Venture Capital, Hedge Funds, LBO, Mergers & Acquisitions, Fixed Income, Bloomberg, Finance, M&A experience, Leveraged Finance, Restructuring, Strategy, Business Valuation, Investor Relations, High Yield, Alternative Investments, Equity Valuation, DCF, Portfolio Management, Financial Structuring, Investments, IPO, Divestitures, Acquisitions, Financial Services, Financial Analysis, Management, Business Strategy, Securities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Columbia University in the City of New York 1994 — 1998
Bachelor of Science (B.S.), Operations Research
Voya Financial, Inc. (formerly ING U.S.) February 2012 - Present
Jefferies & Co., Inc. August 2007 - February 2012
Freeman & Co. 2006 - 2006
Thomson Reuters (formerly Thomson Financial and The Carson Group) October 2000 - July 2005
Sanford C. Bernstein October 1999 - September 2000
Samsung Electronics America August 1998 - September 1999
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Equities, Equity Research, Corporate Development, Mergers, Due Diligence, Capital Markets, Emerging Markets, Venture Capital, Hedge Funds, LBO, Mergers & Acquisitions, Fixed Income, Bloomberg, Finance, M&A experience, Leveraged Finance, Restructuring, Strategy, Business Valuation, Investor Relations, High Yield, Alternative Investments, Equity Valuation, DCF, Portfolio Management, Financial Structuring, Investments, IPO, Divestitures, Acquisitions, Financial Services, Financial Analysis, Management, Business Strategy, Securities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance
Columbia University in the City of New York 1994 — 1998
Bachelor of Science (B.S.), Operations Research
Michael Wachsman's Freeman & Co. Experience May 1998 - June 2000
Job Director of Acquisitions
Industry Real Estate
Experience
Andover Properties LLC June 2015 - Present
RedRock Real Estate Group February 2014 - February 2015
Paredim Partners December 2006 - February 2014
Starwood Hotels and Resorts February 2004 - December 2005
SCHONFELD SECURITIES November 2001 - December 2004
Freeman & Co. May 1998 - June 2000
Skills
Financial Modeling, Portfolio Management, Due Diligence, Analysis, Mergers & Acquisitions, Asset Management, Finance, Budgets, Strategic Planning, Performance Measurement, Financial Reporting, Real Estate Investing, Investments, Real Estate, Acquisitions, Valuation, Financial Analysis, Equities, Management, Investment Properties
Education
Columbia University 1993 — 1997
B.A., Economics
Andover Properties LLC June 2015 - Present
RedRock Real Estate Group February 2014 - February 2015
Paredim Partners December 2006 - February 2014
Starwood Hotels and Resorts February 2004 - December 2005
SCHONFELD SECURITIES November 2001 - December 2004
Freeman & Co. May 1998 - June 2000
Skills
Financial Modeling, Portfolio Management, Due Diligence, Analysis, Mergers & Acquisitions, Asset Management, Finance, Budgets, Strategic Planning, Performance Measurement, Financial Reporting, Real Estate Investing, Investments, Real Estate, Acquisitions, Valuation, Financial Analysis, Equities, Management, Investment Properties
Education
Columbia University 1993 — 1997
B.A., Economics
Marc Paget's Freeman & Co. Experience March 2004 - February 2007
Job Vice President at MUFG Americas
Industry Investment Banking
Experience
MUFG Americas 2014 - Present
Barclays Investment Bank September 2008 - 2014
Lehman Brothers March 2007 - September 2008
Freeman & Co. March 2004 - February 2007
Mellon Financial Corporation September 2002 - February 2004
Skills
Investment Banking, Business Planning, Strategy, Forecasting, Microsoft Excel, Management Accounting, Strategic Planning, Bloomberg, Capital Markets, Budget, Business Analytics, Business Objects, Client Targeting, Competitive Analysis, Data Modeling, Financial Analysis, Financial Modeling, Key Performance..., Microsoft Access, Performance Management, Management, Budgets
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance & Information Systems
Emory University 1998 — 2002
BBA, Finance & Information Systems
Fair Lawn High School 1994 — 1998
MUFG Americas 2014 - Present
Barclays Investment Bank September 2008 - 2014
Lehman Brothers March 2007 - September 2008
Freeman & Co. March 2004 - February 2007
Mellon Financial Corporation September 2002 - February 2004
Skills
Investment Banking, Business Planning, Strategy, Forecasting, Microsoft Excel, Management Accounting, Strategic Planning, Bloomberg, Capital Markets, Budget, Business Analytics, Business Objects, Client Targeting, Competitive Analysis, Data Modeling, Financial Analysis, Financial Modeling, Key Performance..., Microsoft Access, Performance Management, Management, Budgets
Education
Emory University - Goizueta Business School 1998 — 2002
BBA, Finance & Information Systems
Emory University 1998 — 2002
BBA, Finance & Information Systems
Fair Lawn High School 1994 — 1998
Michael Gevertz's Freeman & Co. Experience April 2007 - December 2008
Job Vice President at Enhanced Capital Partners
Industry Financial Services
Experience
Advanced Generation & Efficiency, LLC August 2015 - Present
Enhanced Capital Group June 2013 - Present
Enhanced Capital Group February 2009 - December 2011
Freeman & Co. April 2007 - December 2008
ICCS Partners August 2006 - March 2007
The Segal Company June 2004 - June 2006
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), Energy and Environment
Vassar College 2000 — 2004
BA, Political Science
The London School of Economics and Political Science (LSE) 2003 — 2003
General Course, International Relations, Economics
Advanced Generation & Efficiency, LLC August 2015 - Present
Enhanced Capital Group June 2013 - Present
Enhanced Capital Group February 2009 - December 2011
Freeman & Co. April 2007 - December 2008
ICCS Partners August 2006 - March 2007
The Segal Company June 2004 - June 2006
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration (MPA), Energy and Environment
Vassar College 2000 — 2004
BA, Political Science
The London School of Economics and Political Science (LSE) 2003 — 2003
General Course, International Relations, Economics
Macaulay Bayly's Freeman & Co. Experience October 2004 - December 2008
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Nita Sanger's Freeman & Co. Experience June 1996 - May 2004
Job Expertise in strategy develoment and execution, innovation and growth for the services industry
Industry Banking
Experience
Deloitte April 2013 - Present
Deloitte April 2010 - March 2013
Deloitte October 2011 - April 2012
Deloitte September 2006 - April 2010
Deloitte June 2004 - September 2006
Freeman & Co. June 1996 - May 2004
Skills
Business Transformation, Management Consulting, IFRS, Strategy, Auditing, Business Analysis, Leadership, Asset Management, Business Process..., Due Diligence, Financial Modeling, Change Management, Mergers & Acquisitions, Finance, Consulting, Financial Services, Management, Analysis, Project Management, Business Strategy, Program Management, Risk Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBa, Finance
S.P. Jain Institute of Management & Research 1988 — 1990
MMS, Marketing
Deloitte April 2013 - Present
Deloitte April 2010 - March 2013
Deloitte October 2011 - April 2012
Deloitte September 2006 - April 2010
Deloitte June 2004 - September 2006
Freeman & Co. June 1996 - May 2004
Skills
Business Transformation, Management Consulting, IFRS, Strategy, Auditing, Business Analysis, Leadership, Asset Management, Business Process..., Due Diligence, Financial Modeling, Change Management, Mergers & Acquisitions, Finance, Consulting, Financial Services, Management, Analysis, Project Management, Business Strategy, Program Management, Risk Management
Education
Columbia University - Columbia Business School 2005 — 2006
MBa, Finance
S.P. Jain Institute of Management & Research 1988 — 1990
MMS, Marketing
Philip Bianchi's Freeman & Co. Experience July 2012 - May 2013
Job Financial Institutions Group, Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Bank of America Merrill Lynch May 2013 - Present
Freeman & Co. July 2012 - May 2013
American Capital, Ltd. January 2008 - July 2009
Bear Stearns 2005 - 2007
Argent Mortgage 2003 - 2005
Education
Johns Hopkins SAIS 2010 — 2012
M.A. in International Economics/Relations, Economics
University of Virginia Darden School of Business 2009 — 2012
MBA
Fulbright 2002 — 2003
Fulbright Grant, Diplomatic History
Fordham University 1998 — 2002
B.A., Philosophy and Political Science
Eric Weber's Freeman & Co. Experience ConsultantSchafer Cullen Capital1997 - 1998
Job Partner & CEO at Freeman & Co.
Industry Investment Banking
Experience
Freeman & Co. ConsultantSchafer Cullen Capital1997 - 1998
Quan-Vest 1994 - 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
William & Mary 1988 — 1992
BA, Economics
Glen Rock High School
Freeman & Co. ConsultantSchafer Cullen Capital1997 - 1998
Quan-Vest 1994 - 1996
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
William & Mary 1988 — 1992
BA, Economics
Glen Rock High School
Francesco Lugli's Freeman & Co. Experience September 2010 - October 2011
Job Financial Analysis & Strategy Planning
Industry Internet
Experience
Palantir Technologies March 2014 - Present
Yammer, Inc. March 2012 - February 2014
Freeman & Co. September 2010 - October 2011
Princeton in Asia (PiA) September 2009 - August 2010
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Forecasting, Analytics, Data Analysis, Start-ups, Finance, Valuation, SaaS, Enterprise Software, Competitive Analysis, Entrepreneurship, Econometrics, Revenue Analysis, Statistics, Business Strategy, Strategic Consulting, Microsoft Excel, SQL, Microsoft Office
Education
Princeton University 2005 — 2009
BA, Economics
Palantir Technologies March 2014 - Present
Yammer, Inc. March 2012 - February 2014
Freeman & Co. September 2010 - October 2011
Princeton in Asia (PiA) September 2009 - August 2010
Skills
Financial Modeling, Strategic Planning, Financial Analysis, Forecasting, Analytics, Data Analysis, Start-ups, Finance, Valuation, SaaS, Enterprise Software, Competitive Analysis, Entrepreneurship, Econometrics, Revenue Analysis, Statistics, Business Strategy, Strategic Consulting, Microsoft Excel, SQL, Microsoft Office
Education
Princeton University 2005 — 2009
BA, Economics
Emre Ersolmaz's Freeman & Co. Experience July 2015 - Present
Job Senior Analyst, Freeman Consulting Services at Freeman & Co.
Industry Financial Services
Experience
Freeman & Co. July 2015 - Present
Freeman & Co. November 2013 - Present
Glass, Lewis & Co. February 2013 - June 2013
ShortForm June 2011 - May 2012
J.P. Morgan June 2010 - July 2010
IDC June 2009 - July 2009
Technological and Economic Development and Research Center - Istanbul Technical University July 2007 - August 2007
Skills
Political Philosophy, Data Analysis, Political analysis, Turkish, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Research, Music Production, Photoshop, Market Research, Market Analysis, Marketing, Financial Analysis
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Economics
The Koc School 2004 — 2008
International Baccalaureate
Freeman & Co. July 2015 - Present
Freeman & Co. November 2013 - Present
Glass, Lewis & Co. February 2013 - June 2013
ShortForm June 2011 - May 2012
J.P. Morgan June 2010 - July 2010
IDC June 2009 - July 2009
Technological and Economic Development and Research Center - Istanbul Technical University July 2007 - August 2007
Skills
Political Philosophy, Data Analysis, Political analysis, Turkish, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Research, Music Production, Photoshop, Market Research, Market Analysis, Marketing, Financial Analysis
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Political Science and Economics
The Koc School 2004 — 2008
International Baccalaureate
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation