Frisch Capital Partners, LLC
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Frisch Capital Partners, LLC Employees
Odyssey Investment Partners August 2015 - Present
RBC Capital Markets October 2014 - July 2015
SunTrust Robinson Humphrey July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - July 2012
Frisch Capital Partners, LLC May 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Venture Capital, Corporate Finance, Strategy, Finance, Mergers & Acquisitions, Investment Banking, Valuation, Private Equity, Mergers, Leveraged Finance, Due Diligence, Credit Analysis, Team Leadership
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration, Finance & Economics
J.P. Morgan June 2015 - July 2015
Croft & Bender August 2014 - August 2014
Frisch Capital Partners, LLC May 2014 - July 2014
Merrill Lynch May 2013 - May 2014
Webb Lacrosse Camp July 2011 - August 2013
Skills
Financial Modeling, Salesforce.com, Asset Management, Market Analysis, Equity Research, Leadership, Computers, People-oriented, S&P CapitalIQ, IBIS World, Morningstar Office, Highly detail oriented, Negotiation, Customer Service
Education
The University of Georgia 2012 — 2016
Finance, Cumulative GPA: 4.0 / 4.0
Wall Street Prep 2013 — 2014
Financial Valuation and Modeling, Mergers & Acquisitions and Leveraged Buyout Modeling
Webb School of Knoxville 2008 — 2012
Citigroup January 2015 - Present
Croft & Bender July 2013 - January 2015
PwC June 2012 - August 2012
Frisch Capital Partners, LLC August 2011 - April 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Corporate Finance, Economics, PowerPoint, Microsoft Office, Access, Investment Banking, Microsoft Word, Leadership
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Science, Finance
University of New Haven - Barcelona, Spain 2011 — 2011
International Marketing
KPMG US January 2013 - Present
Frisch Capital Partners, LLC August 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Microsoft Excel, Investment Banking, Capital Markets, Valuation, Client Service Oriented, Financial Accounting, Fixed Income, Venture Capital, Investments
Education
University of Georgia - Terry College of Business 2009 — 2012
Bachelor of Business Administration, Double Major (Banking & Finance and Accounting), Biology Minor
BDCA Adviser, LLC June 2015 - Present
Frisch Capital Partners, LLC May 2013 - January 2014
Skills
Leadership Development, Leadership, Public Speaking, PowerPoint, Microsoft Office, Recruiting, Research, Microsoft Excel, Team Leadership, Microsoft Word
Education
University of Georgia - Terry College of Business 2011 — 2015
Bachelor of Business Administration (BBA), Banking and Finance
Centennial High School 2007 — 2011
College Preparatory Diploma, with Honors
Barclays Investment Bank May 2013 - Present
Frisch Capital Partners, LLC May 2012 - May 2013
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Finance, General
Frisch Capital Partners, LLC March 2015 - Present
Well Group Products June 2014 - July 2014
The Atlanta Athletic Club June 2011 - June 2014
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (BBA), Accounting & Finance, 3.90
The London School of Economics and Political Science (LSE) 2015 — 2015
Fixed Income Securities, Debt Markets and the Macro Economy
Marist School 2007 — 2013
CHILDS Advisory Partners May 2015 - July 2015
Frisch Capital Partners, LLC January 2015 - May 2015
University of Georgia Housing August 2013 - May 2015
JP Turner & Company, LLC June 2014 - July 2014
Skills
Time Management, Leadership, Teamwork, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Finance, Microsoft Office, Social Media, Event Planning, Research, Access, Social Networking, Facebook, Interviews
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration, Banking and Finance
George Walton Academy 2009 — 2012
High School
Frisch Capital Partners, LLC May 2015 - May 2015
Frisch Capital Partners, LLC February 2015 - April 2015
Skills
PowerPoint, Microsoft Office, Microsoft Word, Research, Photoshop, Social Media, Teamwork, Time Management, Spanish, Editing, Social Networking, Facebook
Education
University of Georgia - Terry College of Business 2015 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General
The University of Georgia 2014 — 2016
Finance
Kennesaw State University 2012 — 2013
Alpharetta High School 2008 — 2012
PwC February 2015 - Present
Frisch Capital Partners, LLC August 2014 - January 2015
UGA Outdoor Rec April 2011 - December 2014
Atlanta Tech Village May 2014 - August 2014
Protelindo, PT June 2012 - August 2012
American Mountain - Outdoor Apparel and Gear November 2008 - October 2011
Education
University of Georgia 2010 — 2014
Finance, General
University of Oxford 2013 — 2013
Business/Commerce, General
University of Otago 2012 — 2012
Business/Commerce, General
Stellenbosch University/Universiteit Stellenbosch 2011 — 2011
International Relations and Affairs
The Lovett School 1996 — 2010
Barclays Investment Bank June 2015 - July 2015
Frisch Capital Partners, LLC January 2015 - May 2015
Relus Technologies May 2014 - August 2014
Howard Properties Land and Investments January 2014 - May 2014
Education
The University of Georgia 2012 — 2016
Finance
University of Georgia - Terry College of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Wall Street Prep October 2014 - February 2015
Landmark Properties August 2014 - January 2015
Frisch Capital Partners, LLC October 2014 - December 2014
Realty Atlanta May 2014 - August 2014
Principal Financial Group May 2014 - May 2014
KPMG May 2014 - May 2014
Homrich Berg March 2014 - March 2014
UGA Food Services August 2013 - January 2014
Which Wich? Superior Sandwiches September 2012 - December 2012
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor of Business Administration (B.B.A.), Finance, 4.0/4.0
Peachtree Ridge High School 2009 — 2013
Frisch Capital Partners, LLC January 2013 - Present
Finance Tutor January 2013 - Present
Goldman Sachs June 2014 - August 2014
UGA Student Managed Investment Fund August 2013 - May 2014
PNC June 2013 - August 2013
University of Georgia June 2011 - May 2013
Skills
Financial Analysis, Leveraged Finance, Credit Analysis, Debt & Equity Capital..., Private Placements, High Yield Bonds, Capital Markets, Bloomberg Terminal, Private Equity, Investment Banking, Investments, Microsoft Office, Teaching, Leadership
Education
University of Georgia - Terry College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Meadowcreek High School 2008 — 2010
Goldman Sachs July 2015 - Present
University of Georgia January 2011 - November 2014
Goldman Sachs June 2014 - August 2014
PwC Brasil August 2013 - December 2013
Moody's Investors Service June 2012 - August 2012
New York State Unified Court System May 2012 - June 2012
Frisch Capital Partners, LLC October 2011 - May 2012
Education
University of Georgia - Terry College of Business 2010 — 2014
B.B.A, Finance, 4.0 / Co-Valedictorian
UNESP - Universidade Estadual Paulista 2013 — 2013
Portuguese Language, Brazilian Business and Politics
London School of Economics and Political Science 2011 — 2011
Business Bargaining and Negotiation
Universidad de Cádiz, Spain 2011 — 2011
Spanish Linguistics and Composition
Citi June 2014 - Present
Frisch Capital Partners, LLC May 2012 - January 2014
Citi June 2013 - August 2013
Center for International Trade Security August 2012 - February 2013
Phi Slam April 2012 - December 2012
FDIS NextGen Payments June 2011 - June 2012
Pax Technology Ltd. January 2011 - April 2011
Investors Watchdog, LLC May 2010 - August 2010
Skills
Microsoft Office, Financial Modeling, Financial Analysis, Corporate Finance, Mandarin, Research, PowerPoint, International Relations, Microsoft Excel, Public Speaking, Social Media, Economics, Event Planning, Entrepreneurship, Investments, Investment Banking
Education
The University of Georgia 2009 — 2014
Bachelor's Degree, International Business and Finance
Beijing Foreign Studies University 2010 — 2011
IES Mandarin Language Intensive Program
Harrison High School 2004 — 2009
- July 2013 - Present
Christchurch School January 2012 - June 2013
Frisch Capital Partners, LLC August 2009 - December 2011
Dynamis Advisors, LLC March 2009 - May 2009
The Manor Resort Realty Company, LLC October 2008 - December 2008
Scott & Stringfellow May 2008 - August 2008
Skills
Mergers & Acquisitions, Financial Analysis, Private Placements, Credit Analysis, Investments, Financial Planning, Wealth Management
Education
University of Virginia 2009 — 2009
McIntire Business Institute
Hampden-Sydney College 2004 — 2008
BA, Religion
Suffield Academy 2000 — 2004
St. Anne's-Belfield School 1988 — 2000
Oaktree Capital Management, L.P. July 2015 - Present
Credit Suisse July 2013 - July 2015
Credit Suisse June 2012 - August 2012
Frisch Capital Partners, LLC May 2011 - May 2012
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, Capital Markets, Investments, Valuation, Microsoft Excel, Economics, Bloomberg
Education
University of Georgia - Terry College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Economics
Alpharetta High School 2005 — 2009
Institute for Leadership Advancement April 2015 - Present
University of Georgia September 2014 - Present
Georgia Delta Chapter August 2013 - Present
Atlanta Braves April 2014 - October 2014
Frisch Capital Partners, LLC February 2014 - April 2014
Vector Marketing January 2013 - November 2013
Skills
Leadership, Teamwork, Business Development, Interactive Marketing, Communication Skills, Team Management, Cultural Diversity, Foreign Languages, Sports Management, Public Speaking, Office Administration, Microsoft Excel, Microsoft Office, Customer Service, Communication, PowerPoint
Education
University of Georgia - Terry College of Business 2013 — 2017
BBA Finance, International Business; Personal and Organizational Leadership Certificate
Alpharetta High School 2009 — 2013
UBS Investment Bank August 2015 - Present
University of Georgia May 2014 - Present
UBS Investment Bank June 2015 - August 2015
Frisch Capital Partners, LLC September 2014 - May 2015
U.S. Securities and Exchange Commission January 2015 - March 2015
Aramark April 2011 - September 2013
Capital City Club June 2012 - July 2012
Skills
Corporate Finance, Public Speaking, Leadership, Investment Banking, Asset Based Lending, Credit Analysis, Valuation, Sponsored Buyouts, Private Placements, Financial Modeling, Accounting, PowerPoint, Financial Statement..., Microsoft Excel
Education
The University of Georgia
Bachelor of Science (B.S.), Mathematics
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Banking and Finance
Frisch Capital Partners, LLC May 2015 - May 2015
Wall Street Workshop February 2015 - April 2015
Skills
Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Time Management, Research, PowerPoint, Microsoft Word, Leadership, Customer Service, Teamwork, Communication, Consulting
Education
University of Georgia - Terry College of Business 2013 — 2017
Bachelor’s Degree, Finance
University of Oxford 2015 — 2015
International Business & Economics
Interfaith Hospitality Network of Athens September 2010 - Present
Frisch Capital Partners, LLC July 2009 - August 2010
Education
The New School 1978 — 1980
MA, Clinical Psychology
University of North Carolina at Chapel Hill 1973 — 1975
BA, Psychology
Big Nerd Ranch LLC February 2013 - Present
ImagineAir February 2012 - February 2013
Jeff Heaton Designs June 2010 - March 2012
Frisch Capital Partners, LLC September 2010 - May 2011
Orange & Blue Magazine January 2010 - August 2010
The Independent Florida Alligator January 2010 - May 2010
The Society of Payment Security Professionals January 2009 - December 2009
Gwinnett Business Journal August 2005 - May 2006
Skills
Advertising, Microsoft Office, Dreamweaver, Editing, Photography, Photoshop, InDesign, Websites, Google Analytics, Illustrator, iWork, User Experience, Social Media, Mac, Art Direction, Management
Education
University of Florida 2007 — 2010
Bachelors, Journalism Design
Frisch Capital Partners, LLC 1996 - Present
GE Capital 1994 - 1995
Heller Financial 1987 - 1994
CreditAnstalt 1984 - 1987
Swiss Bank Corporation 1982 - 1984
Manufacturers Hanover Trust 1979 - 1982
Skills
Investment Banking, Valuation, Capital Markets, Private Equity, Mezzanine, Corporate Finance, Financial Modeling, Private Placements, Financial Analysis, Venture Capital, Leveraged Finance, Corporate Development, Fundless Sponsors, Independent Sponsors, Debt & Equity Capital...
Education
University of Pennsylvania
International Relations, Economics
Phillips Exeter 1971 — 1973
University of Georgia Alumni Association June 2013 - Present
Frisch Capital Partners, LLC May 2014 - December 2014
Education
The University of Georgia 2012 — 2016
Finance and Economics
Credit Suisse March 2015 - Present
Credit Suisse June 2014 - August 2014
Frisch Capital Partners, LLC May 2013 - February 2014
Education
The University of Georgia 2009 — 2015
Finance, Junior
Frisch Capital Partners, LLC October 2014 - December 2014
Lambda Chi Alpha Fraternity, Inc. February 2014 - November 2014
Skills
Management, Leadership, Microsoft Word
Education
The University of Georgia 2013 — 2017
Finance
Leopold-Franzens Universität Innsbruck 2015 — 2015
Study Abroad Program