Graham Partners
Industry: Company
DescriptionFounded: 1988
Graham Partners List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Graham Partners. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Graham Partners Salaries. You can even request information on how much does Graham Partners pay if you want to. Learn about salaries, pros and cons of working for Graham Partners 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!
93 Graham Partners employees in database. Find out everything there's to know about Graham Partners 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.
Graham Partners Employees
Wendover Art Group June 2014 - Present
A.T. Kearney September 2013 - April 2014
Graham Partners May 2013 - August 2013
National Instruments April 2011 - June 2012
Sinotrans Guangdong Co,Ltd. February 2012 - May 2012
Baosteel Group Co. March 2011 - May 2011
Skills
Microsoft Office, Supply Chain Management, Document Management, Operations Management, Statistical Modeling, Six Sigma, Multi Tasking, Lean Manufacturing, Data Analysis, Leadership, Industrial Engineering, Logistics, Event Planning, Engineering, Financial Modeling, Sustainability..., Kaizen, Energy Audits, Energy Management, Supply Chain Software, Program Management, Transportation Planning, Financial Accounting, Cost Model Development, Simulations, DMAIC, FMEA, S&OP implementation, Data Mining, Supply Chain, Manufacturing, Procurement, Minitab, Matlab, Labview, Pro Engineer, Solidworks, Optimization, Process Engineering, Supply Chain..., Value Stream Mapping, Analysis, Finite Element Analysis, Linear Programming, Process Improvement, Operations Research, Mathematica, Project Management, Product Development, Lean Management
Education
University of Michigan 2012 — 2014
Master of Engineering (MEng), Industrial and Operations Engineering
University of Michigan - Stephen M. Ross School of Business 2013 — 2013
Master of Arts (MA), Supply Chain Management
Shanghai Jiao Tong University 2008 — 2012
Bachelor of Engineering (BEng), Mechanical Engineering
KoganApps January 2015 - Present
Buy-side Financial Research Boutique October 2013 - Present
Major Hedge Fund November 2014 - March 2015
PPL Electric Utilities January 2014 - December 2014
Graham Partners June 2014 - August 2014
SumZero, Inc. January 2013 - September 2013
GoNative Project (Lehigh, Harvard, Google, NSF) 2012 - 2013
ExamAids 2009 - 2013
Columbia University in the City of New York 2008 - 2010
Skills
Software Development, Java, Databases, JavaScript, SQL, Testing, Analysis, C++, Programming, Ruby, Ruby on Rails, Architectures, Python, C, Algorithms, Git, OCaml, Financial Modeling, Due Diligence, Research, Microsoft Office, Rails, Financial Analysis, WordPress, Node.js, Laravel, pandas, MySQL, PostgreSQL, MongoDB, Django, PHP, MEAN Stack, AngularJS, jQuery, jQuery Mobile
Education
Lehigh University 2011 — 2014
BS In Computer Science and Business, Finance, General
J.P. Morgan June 2015 - Present
Wharton Small Business Development Center September 2014 - Present
The Wharton School August 2014 - Present
Perelman School of Medicine at the University of Pennsylvania July 2014 - Present
Graham Partners May 2014 - July 2014
UBS Wealth Management October 2013 - May 2014
The Wharton School May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Research, Teamwork, English, Customer Service, Social Media, Public Speaking, Data Analysis, Statistics, Team Leadership, Photoshop, Market Research
Education
University of Pennslyvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (BS), Economics
Great Valley High School 2008 — 2012
SAT: 2380
Jack Whaley Media December 2012 - Present
The Sh*tty Barn Sessions April 2012 - October 2014
Jeff McClusky & Associates January 2012 - September 2012
Do312 February 2012 - August 2012
The Miami Hurricane August 2009 - January 2012
The Daily Show with Jon Stewart May 2010 - August 2010
American Players Theatre June 2009 - August 2009
Graham Partners May 2008 - August 2008
Skills
Photoshop, Final Cut Pro, Logic Pro, Editing, Advertising, Illustrator, Music Production, Graphic Design, Social Media, WordPress, Facebook, InDesign, After Effects, Music, Public Relations, Cinema 4D, Adobe After Effects, Adobe Premiere Pro, Propellerhead Reason, Microsoft Office, Video Production, Video Editing, Cinematography
Education
University of Miami 2007 — 2011
Bachelor of Music--Music Business and Entertainment Industries, Music Business, minors in Business Law and Entrepreneurship
Interlochen Arts Academy 2005 — 2007
Classical and Jazz Guitar
Goldman Sachs June 2015 - Present
Kelley School of Business August 2012 - Present
Graham Partners June 2014 - August 2014
Tristate Athletic Club June 2011 - July 2013
Vertical Excape Climbing Gym June 2012 - August 2012
Chick-fil-A May 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, HTML, Public Speaking, Teamwork, Windows, Data Analysis
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor of Science, Accounting and Finance
Castle High School 2008 — 2012
Multicultural Community Family Services January 2013 - Present
Graham Partners June 2012 - December 2012
D. Thomas Manieri Accounting Office October 2011 - June 2012
H&R Block December 2010 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, English, Windows, Bookkeeping, Auditing, Financial Statements, Tax, Accounting, Accounts Payable, Tax Returns
Education
Philadelphia University 2012 — 2013
Master of Business Administration, Management and CPA
UNIVERSITY OF COSTA RICA
Bachelor of Business Administration, Public Accounting
Alcoa July 2015 - Present
Graham Partners September 2013 - April 2015
Alcoa June 2014 - August 2014
Cranemere October 2012 - July 2013
OceanBridge Partners August 2011 - September 2012
Carlisle & Company April 2011 - July 2011
Carlisle & Company September 2009 - April 2011
Carlisle & Company June 2008 - August 2008
Merrill Lynch June 2006 - August 2006
Skills
Economics, Due Diligence, Financial Modeling, Management Consulting, Strategy, Mergers, Business Strategy, Financial Analysis, Market Research, Data Analysis, Business Analysis, Business Development, Benchmarking, Analysis, Venture Capital, Valuation, Market Analysis, Mergers & Acquisitions, Private Equity, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Operations and Information Management; Finance
Amherst College 2005 — 2009
Bachelor of Arts, Economics
Arapahoe High School
Arapahoe High School
Graham Partners April 2013 - Present
Graham Partners May 2010 - April 2013
Graham Partners July 2008 - May 2010
Deloitte & Touche August 2006 - July 2008
Skills
Financial Modeling, Internal Controls, Financial Reporting, CPA, Financial Analysis, Valuation, SEC filings, Financial Accounting, Private Equity, US GAAP, Auditing
Education
Bucknell University 2002 — 2006
B.S.B.A., Accounting
Graham Partners January 2015 - Present
University of Michigan College of Engineering September 2013 - December 2014
Graham Partners May 2013 - December 2014
University of Michigan School of Natural Resources and Environment August 2011 - January 2013
Cook Nuclear Power Plant May 2011 - August 2011
Skills
Matlab, Research, Energy, Statistics, Environmental Awareness, Data Analysis, Sustainability, Environmental..., Operations Management, Hydrology, Science, Fortran, Environmental Science, Mathematical Modeling
Education
University of Michigan 2013 — 2014
Master's of Science in Engineering (M.S.E.), Environmental Engineering
University of Michigan 2009 — 2013
Bachelor of Science in Engineering (B.S.E.), Civil and Environmental Engineering
Convergence Packaging April 2013 - Present
Scandia Plastics, LLC April 2013 - Present
Graham Partners September 2012 - March 2013
Silgan Plastics Corp. November 2005 - March 2012
Silgan Plastics Corp. October 2004 - November 2005
Monsanto 2002 - 2003
Monsanto 2000 - 2002
Monsanto January 1999 - August 2000
Monsanto June 1994 - December 1998
Conflict Management, Inc.; Harvard Negotiation Project 1986 - 1992
Skills
Product Development, Negotiation, Organizational Design, Strategic Planning, Business Strategy, Leadership, General Management, Communication, Marketing, New Business Development, Sales Management, International Sales, International Project..., Management, Sales, Supply Chain Management, Pricing, Marketing Strategy, Manufacturing, Cross-functional Team..., P&L Management, Mergers & Acquisitions, Plastics, Competitive Analysis
Education
Harvard Graduate School of Business Administration 1992 — 1994
MBA, General Management
University of South Dakota 1983 — 1988
Bachelor of Science, English and Political Science
Graham Partners September 2015 - Present
Osage Venture Partners September 2014 - March 2015
Drexel University's LeBow College of Business - Finance Department June 2014 - August 2014
Stop Aging Now, Inc. June 2011 - March 2014
Education
Drexel University - College of Business and Administration 2013 — 2018
Bachelor of Business Administration (B.B.A.), Finance, Business Analytics
Walt Whitman High School 2009 — 2013
High School Diploma
H.I.G. Capital August 2015 - Present
Graham Partners May 2014 - August 2014
BHI Energy July 2012 - June 2013
Harvest Partners July 2010 - June 2012
Wells Fargo Securities June 2007 - June 2010
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Due Diligence, Mergers, Equities, Investments, Corporate Finance, Financial Analysis, LBO, Mergers & Acquisitions, Portfolio Management, Capital Markets, Strategy, Venture Capital
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, Entrepreneurial Management
Princeton University 2003 — 2007
B.S.E., Operations Research and Financial Engineering, cum laude
McCallie School 1996 — 2003
Graham Partners August 2013 - Present
Hamilton Lane June 2012 - July 2013
Hamilton Lane June 2010 - June 2012
Hamilton Lane August 2008 - June 2010
Interbay Funding May 2005 - February 2008
Morgan Stanley Smith Barney January 2004 - May 2004
Education
Villanova University 2008 — 2011
MBA
University of Pittsburgh 2001 — 2005
BA, Economics
TM Capital Corp. June 2015 - Present
Graham Partners May 2014 - August 2014
Congoleum Corporation May 2013 - August 2013
JM and Company May 2011 - August 2011
Skills
Financial Modeling, Private Equity, Valuation, LBO, Microsoft Excel, PowerPoint, Time Management, Leveraged Buyout..., Economics, Due Diligence
Education
Bates College 2012 — 2016
Bachelor of Science (BS), Economics
Berkshire School 2011 — 2012
High School
Conestoga High School 2007 — 2011
High School
Graham Partners AnalystGraham PartnersAugust 2013 - Present
Graham Partners May 2012 - September 2012
Waynesborough Country Club June 2004 - August 2010
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Venture Capital, Due Diligence, Mergers & Acquisitions, Portfolio Management, Microsoft Excel, Economics, Data Analysis, PowerPoint, LBO, Stata, Research
Education
Colgate University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Twenty Five Bedford (25bedford.com) November 2013 - Present
Weston Presidio July 2010 - February 2012
Graham Partners November 2008 - July 2010
European Capital January 2008 - October 2008
Deloitte & Touche January 2004 - December 2007
Skills
Financial Modeling, Private Equity, Investments, Valuation, Financial Analysis, Start-ups, Entrepreneurship
Education
University of Notre Dame - Mendoza College of Business 1999 — 2003
BBA, Accountancy
Norwest Equity Partners August 2013 - Present
Comcast May 2012 - August 2012
Graham Partners August 2009 - July 2011
Deutsche Bank Securities June 2007 - July 2009
Microsoft May 2006 - August 2006
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Venture Capital, Corporate Finance, Due Diligence, LBO, Investments, Mergers, Financial Analysis, Corporate Development, M&A experience, Web Development, Computer Programming, Mergers & Acquisitions
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Strategy
Influencers Church Atlanta April 2014 - Present
Navigation Capital Partners August 2010 - December 2013
Graham Partners July 2008 - August 2010
Graham Partners, Inc. May 2007 - August 2007
Education
Florida State University 2004 — 2008
Bachelor of Science (BS), Finance and Applied Economics
Graham Partners June 2015 - August 2015
Stephens Inc. June 2011 - June 2014
Stephens Inc. March 2010 - June 2011
Shattuck Hammond Partners July 2007 - September 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
The University of Georgia 2003 — 2007
Bachelor of Business Administration (B.B.A.)
Confidential March 2015 - Present
Graham Partners August 2011 - June 2013
Raymond James & Associates, Inc. June 2008 - June 2011
PricewaterhouseCoopers June 2007 - August 2007
Skills
Mergers, Mergers & Acquisitions, Business Development, Strategy, Venture Capital, Investment Banking, Private Equity, Financial Modeling, Valuation, Auditing, Accounting, Due Diligence, Financial Analysis, Corporate Finance, Investments, Financial Services, Finance, Portfolio Management, Business Valuation, Corporate Development, LBO
Education
University of Rhode Island - College of Business Administration 2004 — 2008
B.S., Accounting, 3.95 GPA
Graham Partners April 2014 - Present
Graham Partners June 2013 - August 2013
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Microsoft Excel, PowerPoint, Investments, Private Equity
Education
Middlebury College 2010 — 2014
B.A. Environmental Economics, German Language
St. Paul's School 2005 — 2009
Jefferies May 2015 - Present
Graham Partners May 2014 - August 2014
Newmark Grubb Knight Frank December 2013 - February 2014
Fever Lacrosse Club June 2013 - August 2013
White Manor Country Club June 2012 - August 2013
Skills
LBO, Private Equity, Financial Modeling, Event Management, Event Planning, Spanish, Salesforce.com, Social Networking, Finance, PowerPoint, Mergers & Acquisitions
Education
Brown University 2012 — 2016
Business, Entrepreneurship, and Organizations
The Haverford School 2000 — 2012
3.9/4.0
Graham Partners November 2012 - Present
Phoenix Management Services June 2007 - October 2012
BlackRock March 2006 - September 2006
Skills
Due Diligence, Portfolio Management, Private Equity, Financial Modeling, Finance, Corporate Finance, Financial Analysis, Mergers, Restructuring, Investment Banking, Debt, Recapitalizations, Valuation, Bankruptcy, Business Valuation, Investments, Leveraged Finance, Financial Structuring, Mergers & Acquisitions, Hair
Education
Drexel University - LeBow College of Business 2003 — 2007
ACG University
Wells Fargo Securities June 2015 - Present
Smeal College of Business November 2013 - November 2014
Graham Partners May 2014 - August 2014
Nittany Lion Fund, LLC January 2014 - August 2014
Pacific Generation Partners September 2013 - May 2014
Nittany Lion Fund, LLC December 2012 - December 2013
Storage Squad, LLC April 2013 - September 2013
Shipra Group May 2013 - August 2013
Skills
Financial Analysis, Strategy, Teamwork, Leadership, Entrepreneurship, Private Equity, Portfolio Management, Creative Writing, LBO, Due Diligence, Economics, Financial Modeling, Investments, Equity Research
Education
Penn State University 2011 — 2014
Bachelor of Science (BS)
Central York High School 2007 — 2011
Northern Brewer November 2011 - Present
Entrepreneur Partners July 2005 - Present
Addison Feen Insight, Inc. January 2004 - Present
Graham Partners 2004 - Present
Skills
Direct Marketing, Turnarounds, Growth, Turn Around Management, Leadership Development, Strategic Planning, Analysis, B2B, Business Strategy, Customer Service, Due Diligence, Entrepreneurship, Forecasting, Integrated Marketing, Leadership, Management, Management Consulting, Marketing, Mergers, Negotiation, Operations Management, Private Equity, Product Development, Product Management, Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1989 — 1991
MBA
University of Wisconsin - Madison 1984 — 1986
BS
SAP October 2010 - Present
Inverness Graham Investments September 2008 - September 2010
Graham Partners 2006 - 2008
Skills
Private Equity, Venture Capital, SAP, Mergers & Acquisitions, Financial Modeling, Strategy, Start-ups, Due Diligence, Corporate Finance, Business Strategy, Management Consulting, Business Development, Investment Banking, Strategic Partnerships, Corporate Development, Valuation, Financial Analysis, Entrepreneurship, Business Planning, New Business Development, Business Transformation, Strategic Planning, Acquisition Integration, Executive Management, Enterprise Software, Analytics, Business Intelligence, SaaS, Go-to-market Strategy
Education
Leopold-Franzens Universität Innsbruck
Master's degree, Int. Economics and Business Administration
Rijksuniversiteit Groningen / University of Groningen
Marie Claire September 2014 - Present
Architectural Digest June 2012 - September 2014
NET-A-PORTER October 2011 - April 2012
Graham Partners August 2010 - September 2011
The Walk Magazine December 2006 - May 2010
Vogue May 2009 - September 2009
Vogue August 2008 - May 2009
Andrew Harper June 2008 - August 2008
Texas Monthly May 2007 - August 2007
Skills
Publishing, Fashion Writing, Editing, Research, Fashion, Writing, Journalism, Styling, Editorial, Editorial Direction, Editorial Production, Art Direction, Social Media, Copy Editing, Magazines, Adobe Creative Suite, Photoshop, WordPress, Blogging, Copywriting, Facebook, Marketing, Press Releases
Education
University of Pennsylvania
Bachelor of Arts (B.A.), Communications
The University of Texas at Austin
Summer Program – Accounting & Finance
St. Stephen's Episcopal School
High School Diploma
Graham Partners July 2014 - Present
Graham Partners June 2012 - June 2014
Graham Partners May 2011 - August 2011
Skills
LBO, Private Equity, Valuation, Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Investments, Emerging Markets, Business Valuation, Hedge Funds, Mergers & Acquisitions, Financial Analysis
Education
Williams College 2009 — 2012
Bachelor's Degree, Political Economy
Stratton Mountain School 2002 — 2005
University of Denver
Kraft Sports Group September 2015 - Present
Boston 2024 July 2015 - August 2015
Graham Partners August 2014 - December 2014
National Basketball Association June 2014 - August 2014
The Parthenon Group September 2010 - June 2013
Boston Red Sox July 2010 - August 2010
Convergent Wealth Advisors June 2009 - August 2009
Skills
Budgets, Portfolio Management, CRM, Financial Modeling, Due Diligence, Management Consulting, Strategy, Financial Analysis, Business Strategy, Mergers & Acquisitions, Competitive Analysis, Corporate Finance, Market Research, Data Analysis, Strategic Planning, Start-ups, Investments
Education
The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
Amherst College
BA Cum Laude, Economics, Spanish
Sungard Availability Services January 2008 - Present
SunGard Availability Services April 2005 - January 2008
Graham Partners July 2004 - March 2005
PFPC Inc October 2000 - July 2004
North American Benefits Company February 2000 - October 2000
Premier Refractories King of Prussia, PA June 1999 - December 1999
First Union National Bank August 1998 - June 1999
Skills
Salesforce.com, Accounts Payable, Microsoft Excel, Account Management, Management, Sales, Payroll, Invoicing, Spreadsheets, Databases, Accounting, Account Reconciliation, Process Improvement, Business Analysis, Customer Service, Travel Arrangements, Customer Satisfaction, Leadership, Microsoft Office, Outlook, Lotus Notes, Analysis, Training, Team Building
Education
Penn State Great Valley 2012 — 2012
Certificate, Business Analyst Certification Program
Montgomery County Community College 1998 — 2000
Hall Capital Partners LLC October 2014 - Present
Hamilton Lane August 2011 - October 2014
Beyond Capital Fund April 2012 - March 2013
Graham Partners June 2011 - August 2011
Tuck School of Business at Dartmouth College September 2009 - May 2011
Cambridge Associates July 2005 - August 2009
Offit Hall Capital Management April 2003 - June 2005
Skills
Private Equity, Venture Capital, Valuation, Financial Modeling, Investments, Fund Selection
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Colby College 1998 — 2002
Bachelor of Arts, Government
Graham Partners August 2014 - Present
Graham Partners June 2013 - August 2013
Skills
Financial Analysis, Financial Modeling, Private Equity, Microsoft Excel, Eviews
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Economics, Political Science
St. John's Preparatory School 2006 — 2010
Graham Partners January 2013 - Present
August for Augusta (non-profit organization) July 2012 - Present
IPS Laser Express July 2010 - January 2013
CU ink, Inc July 2006 - July 2010
Abington Bank July 2004 - July 2006
Comcast SportsNet January 2004 - May 2004
Skills
Direct Mail, Newsletters, Advertising, Adobe Creative Suite, Graphic Design, Press Releases, Trade Shows, Creative Direction, Proofreading, Marketing, Dreamweaver, Microsoft Office, HTML, CRM, Spanish, MCIF, Radio, English, Tagalog, Posters
Education
Penn State University 2000 — 2004
Bachelor of Arts (BA) in Corporate Communication, Business, Marketing, Corporate Communication, 3.51
Abington High School 1997 — 2000
HS Diploma, General
Faith Christian 1986 — 1996
SP Industries, Inc. October 2013 - Present
SP Industries, Inc. September 2012 - October 2013
Graham Partners 2010 - September 2012
KPMG 2008 - 2009
Ocean City Beach Patrol 2003 - 2008
Skills
Financial Modeling, Due Diligence, Financial Analysis, Finance, Strategic Planning, Portfolio Management, Corporate Finance, Investments, Restructuring, Analysis, Strategic Financial..., Mergers & Acquisitions, Valuation, Financial Reporting, Private Equity, Financial Planning
Education
Georgetown University - The McDonough School of Business 2004 — 2008
BS in Business Administration, Finance and Management
Mainland Regional High School 2000 — 2004
Milestone Partners January 2010 - Present
Graham Partners October 2006 - December 2009
General Highway Products, Inc. January 1992 - September 2006
Skills
Private Equity, Microsoft Office, Venture Capital
Education
Eastern Illinois University
Consumer Merchandising/Retailing Management
Guggenheim Partners June 2015 - Present
Graham Partners June 2014 - August 2014
Osage Venture Partners June 2012 - July 2012
Sparks May 2012 - June 2012
Skills
Financial Modeling, Valuation, Private Equity, Venture Capital, Due Diligence, Financial Analysis, LBO
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Candidate for Bachelor of Science in Economics, Finance and Operations and Information Management
Queen Mary, U. of London 2014 — 2014
Study Abroad Student
Friends' Central School 2005 — 2012
High School Diploma
FMC Corporation July 2014 - Present
Graham Partners May 2013 - August 2013
Cozen O'Connor May 2012 - August 2012
Merion Cricket Club August 2008 - August 2010
Skills
Corporate Communications, Writing, Event Planning, Microsoft Office, Community Outreach, Strategic Corporate..., Press Releases, Public Affairs, Internal Communications, Social Media, Blogging, French, Community Relations, Financial Modeling, SharePoint, Research, PowerPoint, Microsoft Excel, Editing, Public Relations, Leadership, Nonprofits, Communication, Tennis Instruction
Education
Swarthmore College 2010 — 2014
Bachelor's degree, Political Science and Government; History
Inverness Graham Investments April 2009 - Present
Graham Partners September 2006 - April 2009
Five Below September 2004 - September 2006
Education
Saint Joseph's University 1999 — 2003
Bachelor of Science (BS), Food Marketing
Sidewalk March 2013 - Present
Sqoot July 2010 - May 2013
500 Startups April 2012 - July 2012
DreamIt Ventures May 2010 - August 2010
Optiver July 2008 - July 2009
Graham Partners July 2006 - July 2008
Lehman Brothers July 2004 - July 2006
Skills
Start-ups, New Business Development, Local Advertising, Daily Deals, Lead Generation, Small Business, Sales Automation
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance, Accounting
Portage Central High School
U.S. Ski and Snowboard Association April 2015 - Present
Graham Partners June 2013 - August 2013
Resources Global Professionals June 2012 - July 2012
Skills
Training the Street..., LBO, Management Consulting, Account Management, Microsoft Excel, PowerPoint, Microsoft Word, Salesforce Training, Due Diligence, Finance, Analysis, Research, Economics, Corporate Governance, Ski
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics and American Studies, Junior
London School of Economics and Political Science 2012 — 2012
Economics, International Business
Burke Mountain Academy
Graham Partners April 2008 - Present
TPG Capital 2006 - 2008
Pratt & Whitney 1998 - 2006
Combustor Airmotive Services 1998 - 2000
Danaher 1996 - 1998
A.T. Kearney 1990 - 1992
Kaiser Associates 1989 - 1990
Skills
Corporate Development, Mergers & Acquisitions, Operational Excellence, M&A experience, Cross-functional Team..., Program Management, Supply Chain Management, Negotiation, Process Improvement, Restructuring, Private Equity, Acquisition Integration, Six Sigma, Lean Manufacturing, Venture Capital, Strategic Planning, Forecasting, Management, New Business Development, Sales Management, Budgets, Product Management, Product Development, Continuous Improvement, Management Consulting, Executive Management, Financial Analysis, Due Diligence, Business Strategy, Business Development, Investments, Non-profit Leadership, Operations Management, Financial Modeling, Business Process..., Team Building, International Business, Marketing Strategy, Turn Around Management, Start-ups, Contract Negotiation, Corporate Finance, Manufacturing, Leadership, Project Management, Valuation, Strategic Partnerships, Strategy, Business Planning, Entrepreneurship
Education
Harvard Business School 1994 — 1996
MBA
University of Pennsylvania 1985 — 1989
BA, Economics
Apple 2015 - Present
Goldman Sachs 2013 - 2015
Goldman Sachs 2012 - 2012
Versa Capital Management 2009 - 2011
Graham Partners 2007 - 2009
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Investments, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Industry Analysis, Corporate Finance, Mergers & Acquisitions, LBO, Corporate Development, Equities, Investment Banking, Venture Capital, Acquisitions, Finance, Competitive Analysis
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance & Accounting
University of Michigan
Wells Fargo Securities June 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Phi Delta Theta International Fraternity January 2013 - January 2014
Graham Partners June 2013 - August 2013
Graham Partners June 2012 - August 2012
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, Valuation, Financial Analysis, Bookkeeping, Finance, Management, Social Media
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
FTV Capital September 2013 - Present
Citi June 2011 - August 2013
HSBC Securities June 2010 - August 2010
Graham Partners May 2009 - July 2009
Skills
Financial Analysis, Valuation, Accounting, Excel, PowerPoint, VBA, Spanish
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance, Accounting
Universidad de 'San Andrés' 2009 — 2009
Exchange Student, Business
Barclays June 2014 - Present
Graham Partners June 2013 - August 2013
Graham Architectural Products July 2012 - August 2012
Goldberg Katzman, PC June 2010 - August 2010
Bent Creek Country Club 2008 - 2010
Skills
Bloomberg Terminal, Morningstar Direct, Microsoft Excel, Microsoft Word, PowerPoint, Financial Modeling, Private Equity, Bloomberg, Investments, Financial Analysis, Finance, Investment Banking
Education
University of Richmond - Robins School of Business 2010 — 2014
BSBA, Finance, Economics
Health Plus Management Services, LLC. September 2014 - Present
Hard Candy Fitness 2011 - September 2014
New Evolution Ventures 2010 - September 2014
CMF Associates, LLC 2009 - 2010
Commonwealth Associates, LP 2008 - 2009
Lilburn Capital Management 2004 - 2008
Capital Z Partners 2002 - 2004
Graham Partners May 2001 - August 2001
Generation Partners 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Finance, Investment Banking, Corporate Finance, Management, Investments, Budgets, Hedge Funds, Mergers, Business Strategy, Corporate Development, Financial Modeling, Financial Forecasting, Cash Flow, Project Management, Venture Capital, Start-ups, Financial Analysis, Financial Reporting, Forecasting, Accounting, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Strategic Management
University of Pennsylvania - School of Engineering and Applied Science 1992 — 1996
Bachelor of Applied Science (BASc), Computer Science and Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science in Economics, Finance
North Rockland High School 1988 — 1992
Graham Partners May 2013 - Present
Revel Entertainment June 2012 - May 2013
Allstate Insurance Agency January 2012 - May 2012
Beacon Internet and Coffee May 2011 - August 2011
Vector Marketing Firm May 2010 - December 2010
Discmakers June 2008 - August 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Customer Service, Outlook, Data Entry, Insurance, Customer Satisfaction, Sales, Administrative..., PowerPoint, Time Management, Access, Call Center, Management, Process Scheduler, Telephone Skills, Leadership, Event Planning, Human Resources, Hospitality, Call Centers, Social Networking, Employee Relations, Event Management, Budgets, Training, Recruiting, Team Building, Marketing, Food & Beverage, Program Management, Teamwork
Education
Stockton University 2008 — 2012
Bachelor of Science (B.S.), Business Studies
Cherokee High School 2004 — 2008
High School Degree
Rowan College at Gloucester County
Paralegal Certificate, Legal Assistant/Paralegal
Graham Partners June 2014 - Present
Ernst & Young January 2011 - June 2014
J.P. Morgan June 2010 - August 2010
Turner Investment Partners 2009 - 2010
Skills
Internal Controls, Excel, PowerPoint, Word, Financial Modeling, FactSet, Capital IQ, Bloomberg Terminal, Enterprise Valuation
Education
Penn State University 2006 — 2010
BS, Finance
SJL-San Jose & Lopez September 2015 - Present
Tweddle Group July 2014 - Present
Elo Touch Solutions August 2012 - July 2014
VWR International January 2011 - August 2012
Graham Partners January 2009 - January 2011
BlackRock April 2007 - September 2007
Skills
Financial Modeling, Portfolio Management, Private Equity, Mergers & Acquisitions, Corporate Development, Due Diligence, Finance, Corporate Finance, Financial Analysis, Restructuring, Valuation, Strategy, Business Strategy, Acquisition Integration, Managerial Finance, Investments, Management
Education
Drexel University 2006 — 2008
BS in Business Administration, Finance and Accounting
Drury University 2004 — 2006
Finance and Accounting
Lycee Paul Valery 2000 — 2003
Baccalaureat, Scientifique
Seven Mile Capital Partners September 2015 - Present
J.H. Whitney Capital Partners September 2013 - July 2015
Goldman Sachs July 2011 - July 2013
Duke University August 2007 - May 2011
Graham Partners June 2010 - August 2010
Skills
Investment Banking, Valuation, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Buyouts, Recapitalizations, Corporate Finance
Education
Duke University 2007 — 2011
AB; Cum Laude
Winston Churchill High School 2003 — 2007
Sterling Capital Management LLC July 2014 - Present
Graham Partners June 2012 - May 2014
S Squared Technology July 2006 - December 2011
Graham Partners May 2006 - July 2006
Graham Partners May 2005 - August 2005
Banc of America Securities 2001 - 2004
Outpurchase 2000 - 2001
NFTE 2000 - 2000
Skills
Financial Modeling, Start-ups, Strategy, Mergers & Acquisitions, Private Equity, Venture Capital, Entrepreneurship, Market Research, Analytics, Corporate Finance, Investments, Investment Banking, Financial Analysis, Networking, Portfolio Management, Finance, DCF, Business Strategy, Valuation, Corporate Development, Management Consulting, Strategic Partnerships, Marketing, Restructuring, Non-profit Board..., Equity Research, Team Management, IPO, Fixed Income, Equities, Capital Markets, Competitive Analysis, Alternative Investments, SaaS, Asset Management, Strategic Planning, Mutual Funds, Hedge Funds, Mergers, Analysis, Business Analysis, Bloomberg, Emerging Markets, Leveraged Finance, Due Diligence, Equity Valuation, Executive Management, LBO, Market Analysis, Business Development
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Entrepreneurship, Finance, Value Investing
Washington and Lee University 1995 — 1999
BA, Economics, Business Administration
Landon School 1992 — 1995
High School, Honors/Regents High School/Secondary Diploma Program
Sidwell Friends 1981 — 1991
Franklin Square Capital Partners July 2015 - Present
Enhanced IP Solutions September 2014 - July 2015
Pepper Hamilton LLP February 2014 - September 2014
Graham Partners June 2010 - February 2014
Skills
Windows 7, windows xp, symantec, Symantec Backup, Active Directory, Microsoft Exchange, Help Desk Support, Remote Desktop, iPhone Support, Android, Blackberry Enterprise..., Blackberry, vSphere, XP, Networking, Technical Support, VMware, Network Security, LAN-WAN, Disaster Recovery, Servers, Network Administration, Windows XP
Education
Burlington County College 2007 — 2014
Computer Information Systems, Information Technology
Holy Cross High School 2002 — 2006
High School
GABE June 2011 - Present
Chapman International 2014 - 2014
Dashing Horse March 2011 - April 2013
Northwestern Student Holdings April 2010 - April 2011
Graham Partners June 2010 - September 2010
AirHop April 2009 - May 2010
Skills
Due Diligence, Entrepreneurship, Financial Analysis, Competitive Analysis, Financial Modeling, Private Equity, Corporate Development, Valuation, Start-ups, Business Strategy, Microsoft Office, Corporate Finance, Strategic Planning, Data Analysis, Microsoft Excel, Strategy
Education
Harvard Business School
M.B.A
Northwestern University 2007 — 2011
B.A., Physics and Astronomy
Archmere Academy 2003 — 2007
High School Diploma, Liberal Arts
Rosemont School of the Holy Child
Grameen America, Inc. March 2013 - September 2014
Amnesty International USA 2010 - 2012
Episcopal Diocese of Newark 2007 - 2010
Graham Partners 2004 - 2007
St. Joseph's Regional Medical Center 2003 - 2004
PricewaterhouseCoopers, LLP 1999 - 2003
The Huntington Group 1998 - 1999
Ernst & Young LLP 1992 - 1997
Deloitte & Touche LLP 1987 - 1992
Skills
Financial Management, Operations Management, IT Administration, Human Resource..., Business Process..., Budgeting, Investments, Financial Reporting, Strategic Leadership, Financial Analysis, Cost Controls, Treasury, Cash Flow Management, Change Management, Financial Controls and..., Contract..., Board Reporting and..., Team Building and Staff..., Interim Management, Management Consulting, Healthcare Management, Non-Profits
Education
University of Chicago
MBA, Finance and marketing
University of Pennsylvania
BA, English and history
Striker Ventures August 2005 - Present
Graham Partners January 2008 - July 2009
Praxair August 2005 - October 2006
Wharton Energy Network July 2003 - May 2005
Chevron December 1996 - July 2003
Skills
Business Development, Analysis, Deal Origination, Natural Gas, Financial Modeling, Valuation, Start-ups, Business Planning, Finance, Cleantech, Renewable Energy, Energy, Leadership, Project Management, Corporate Development, Due Diligence, Venture Capital, Mergers & Acquisitions, Deal Creation, Management, Corporate Finance, Entrepreneurship, Forecasting, Mergers, Strategy, Private Equity, Market Research, Strategic Planning, Business Strategy, Team Building, Contract Negotiation, Engineering
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Trident USA Health Services May 2015 - Present
Life Choice Hospice April 2014 - May 2015
Graham Partners January 2012 - April 2014
Alvarez and Marsal Transaction Advisory Group, LLC November 2007 - January 2012
Ernst & Young LLP May 2005 - November 2007
Ernst & Young May 2000 - April 2005
Skills
Due Diligence, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Management, Strategy, Private Equity, Auditing, Corporate Finance, Valuation, Leadership, Corporate Development, Financial Reporting, Analysis, Process Improvement, Portfolio Management, Accounting, Strategic Planning, Business Strategy
Education
University of Notre Dame - Mendoza College of Business 2000 — 2001
MSA, Accounting
Washington University in St. Louis 1996 — 2000
BSBA, Finance and Operations and Manufacturing Mangement
Graham Partners 1999 - Present
Berger 1998 - 1998
Education
Ithaca College 1994 — 1998
Graham Partners May 2009 - Present
U-Store-It September 2007 - May 2009
Kids 'N' Stuff Museum June 2006 - June 2007
Kids N Stuff 2004 - 2007
Education
Albion College 2002 — 2006
Bachelors, Economics and Accounting
Graham Partners May 2014 - Present
SED International, Inc. June 2013 - September 2013
GRT Capital 2006 - 2013
InFocus April 2007 - June 2009
Pacific Edge Investment Management 2000 - 2006
Preferred Capital Markets 1998 - 2000
Skills
Portfolio Management, Financial Modeling, Business Strategy, Risk Management, Venture Capital, Equity Research, Financial Analysis, Start-ups, Hedge Funds, Product Management, Equities, Asset Management, Competitive Analysis, Valuation, Alternative Investments, Capital Markets, Private Equity, Investments
Education
University of Pennsylvania - The Wharton School 1979 — 1983
BSE, Finance
Web IT Inc. December 2013 - Present
Human IT November 2011 - Present
Intercon Security October 2012 - December 2013
Graham Partners January 2012 - March 2012
Line-X Franchise Development Company April 2010 - October 2011
Inter-Con Security Systems, Inc. May 2008 - May 2009
Biohazard Distribution December 2005 - April 2007
Skills
Microsoft Office, Customer Service, Strategic Planning, Social Media, Business Strategy, Marketing Strategy, Sales Management, New Business Development, Project Management, Sales, CRM, Marketing, Negotiation, SEO, Security, Mergers, Vendor Management, Online Advertising, Management, Team Management, E-commerce, Software Documentation
Education
California State University-Los Angeles 2009 — 2010
Business, Marketing
East Los Angeles College 2007 — 2008
CourseTalk July 2013 - November 2014
Graham Partners May 2012 - August 2012
The Chertoff Group July 2010 - July 2011
Huntsman Gay Global Capital January 2008 - June 2010
JPMorgan June 2005 - December 2007
Simpson Thacher & Bartlett LLP July 2004 - June 2005
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Due Diligence, Corporate Finance, Strategy, Management Consulting, Corporate Development, Financial Analysis, Strategic Planning, Business Strategy, Portfolio Management, Entrepreneurship
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2011 — 2013
MBA
Williams College 2000 — 2004
B.A.
St. Paul's School 1996 — 2000
LEM Capital September 2011 - Present
Independence Capital Partners January 2010 - August 2011
Graham Partners November 2005 - December 2009
LEM Mezzanine October 2003 - November 2005
Holman & Frenia, P.C. March 2002 - October 2003
ARAMARK February 1999 - March 2002
Skills
Valuation, Financial Analysis, Financial Modeling, Due Diligence, Financial Reporting, Private Equity, Investments, Accounting, Corporate Finance, Asset Management, Internal Controls, Portfolio Management, Finance, Real Estate Economics, Real Estate
Education
Drexel University - College of Business and Administration 1996 — 2001
Bachelor of Science, Business Administration with a concentration in Accounting
Graham Partners July 2013 - Present
Tuck School of Business at Dartmouth College July 2011 - June 2013
Graham Partners 2012 - 2012
Paine & Partners August 2008 - July 2011
Credit Suisse July 2006 - June 2008
University of Chicago 2005 - 2006
Banc of America Securities 2005 - 2005
Skills
Investments, Investment Banking, Portfolio Management, Management, Mergers & Acquisitions, Economics, Financial Analysis, Financial Modeling, Private Equity, Valuation, Venture Capital
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA, Business Administration and Management, General
University of Chicago 2002 — 2006
Mathematics with Specialization in Economics
University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Mathematics with a Specialization in Economics
Governor Livingston HS 1998 — 2002
VIVE Lifestyle November 2014 - July 2015
Freelance May 2014 - January 2015
Porte-cochère September 2013 - February 2014
Graham Partners May 2012 - June 2013
Worth Interiors November 2010 - April 2012
Vail Resorts November 2009 - April 2012
Vail Resorts May 2010 - November 2010
Gracious Home October 2008 - July 2009
MESA Global June 2008 - August 2008
UBS Investment Bank September 2007 - December 2007
Skills
Social Media, Marketing Strategy, Retail, Event Management, Spanish, Merchandising, Customer Service, Microsoft Excel, Event Planning, Microsoft Office, Research, PowerPoint, Photoshop, Online Advertising, Outlook, Fundraising, Contemporary Art
Education
Columbia University in the City of New York 2004 — 2008
BA, Art History
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Executive Education, Business Administration and Management, General
Aspiring Enterprises Inc August 2011 - Present
Graham Partners November 2006 - Present
Siwanoy Associates, Ltd. 1990 - 2011
BreadVentures, Inc. 1993 - 2006
Westfield Capital 1988 - 1991
Chemical Bank 1986 - 1988
Skills
Private Equity, Mergers, Middle Market, Corporate Development, Venture Capital, Financial Modeling, Due Diligence, Entrepreneurship, Start-ups, Corporate Finance, Entrepreneur, Strategy Development, Business Strategy, Valuation, Business Planning, Investment Banking, Consumer Products, Financial Analysis, Strategic Planning, Investments, Market Analysis, Financial Management, Negotiation, Industry Analysis, Business Services, Market Research, Manufacturing, LBO, Mergers & Acquisitions, Emerging Markets, Executive Management, M&A experience, Competitive Analysis, Strategy
Education
Massachusetts Institute of Technology 2012 — 2013
MIT Sloan ACE (Advanced Certificate for Executives), Technology, Operations & Value Chain Management; Strategy & Innovation; Management & Leadership, Advanced Certificate for Executives
Harvard Business School 2011 — 2011
Executive Education, Corporate Restructurings; Private Equity & Venture Capital
The Tuck School of Business at Dartmouth 1984 — 1986
MBA, Finance
Georgetown University 1981 — 1984
Bachelor of Arts, Economics
Universita' degli Studi di Roma, Rome, Italy 1977 — 1981
Biennio, Engineering/Ingegneria
Jackrabbit May 2013 - Present
Graham Partners July 2011 - May 2013
Supreme Corq August 2008 - August 2011
Aero Precision Industries September 2006 - August 2008
5.11 Tactical January 2006 - September 2006
E&J Gallo Winery January 2005 - December 2005
E&J Gallo Winery March 2003 - December 2004
E&J Gallo Winery July 1996 - March 2003
E&J Gallo Winery July 1990 - May 1996
Skills
Acquisition Integration, Lean Manufacturing, Six Sigma, Operations Management, Strategic Planning, Supply Chain, Manufacturing, Process Improvement, Supply Chain Management, Business Strategy, Forecasting, Wine, Start-ups, Cross-functional Team..., Strategy, Continuous Improvement, Business Planning, Mergers & Acquisitions, P&L Management, Product Development, Program Management, Executive Management, International Business, Budgets, Product Management, Management Consulting, Leadership, Operational Excellence, Business Development, Competitive Analysis, Logistics
Education
Stanford University 1984 — 1986
MS, Operations Research
Stanford University 1984 — 1986
MS, Engineering Management
United States Military Academy at West Point 1980 — 1984
BS, Engineering
NewSpring Capital February 2014 - Present
Tzar Investment Group October 2012 - February 2014
Bryant University 2012 - 2013
Bryant University 2012 - 2013
Lincoln Road Advisors September 2011 - May 2012
Graham Partners May 2010 - August 2010
Sentinel Fund June 2009 - August 2009
Education
Bryant University 2011 — 2012
MBA
Bryant University
Bachelor of Science (BS), Finance
Episcopal Academy 2003 — 2007
Tricadia Capital February 2015 - Present
Relational Investors LLC March 2010 - August 2014
Graham Partners August 2008 - February 2010
Credit Suisse June 2005 - July 2008
Skills
Valuation
Education
Georgetown University - The McDonough School of Business 2001 — 2005
BS, Finance, International Business, Government
Graham Partners July 2014 - August 2015
Graham Partners July 2012 - June 2014
Graham Partners May 2011 - August 2011
Fiduciary Investment Advisors September 2009 - December 2009
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Portfolio Management, Mergers & Acquisitions, Private Equity, Valuation, Due Diligence, Investment Banking, Venture Capital, Investments, M&A experience, LBO, Microsoft Excel, PowerPoint, Finance
Education
Trinity College-Hartford 2008 — 2012
Economics and Political Science
Nerium International February 2014 - Present
Graham Partners December 2005 - Present
Thomas J. Paul, Inc. December 2003 - December 2005
Thomas J. Paul, Inc. June 2000 - December 2003
Skills
Financial Modeling, Microsoft Office, Financial Analysis, Microsoft Excel, Investments, Due Diligence, Fundraising, Valuation, Corporate Finance, Mergers & Acquisitions, PowerPoint, Strategic Planning, Customer Service, Accounting, Entrepreneurship, Marketing, Start-ups, Negotiation, Investment Banking, Research, Budgets, Event Management, Market Research, Business Development, Management, Financial Reporting, Event Planning
Education
The Restaurant School at Walnut Hill College 2001 — 2003
Associate's degree, Hospitality Administration/Management
Springfield township high school
RBS Greenwich Capital August 2006 - August 2009
Graham Partners June 2000 - September 2000
JPMorgan Chase August 1995 - June 1999
Education
Wharton Business School 1999 — 2001
Master of Business Administration (M.B.A.), Finance
Hamilton College 1991 — 1995
Bachelor of Arts (BA), Economics
Graham Partners May 2012 - Present
HOPE worldwide April 2010 - May 2012
Skills
Analysis, Accounting, Bank Reconciliation, Budgets, Public Companies, Profx, Financial Statements, 1120S, Microsoft Excel, Intercompany..., FAS 157, Investments
Education
Messiah College 2005 — 2009
BA, Accounting
Highbridge Capital Management April 2013 - Present
Goldman Sachs July 2012 - April 2013
Graham Partners 2009 - 2010
Skills
Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Valuation, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Finance and Accounting
The Episcopal Academy 1994 — 2008
Graham Partners September 2014 - Present
Glen Eden Capital, LLC March 2013 - August 2014
Fox Point Capital Management, LLC January 2012 - February 2013
Fox Point Capital Management, LLC July 2009 - December 2011
lululemon athletica 2006 - 2007
Advent International 2004 - 2006
McColl Partners 2002 - 2004
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Financial Reporting, Due Diligence, Venture Capital, Corporate Finance, Investments, Mergers & Acquisitions, Hedge Funds, Financial Analysis, Corporate Development, Equities, LBO
Education
Harvard Business School 2007 — 2009
MBA
Davidson College 1998 — 2002
BA, Economics
MediciGlobal (a BioClinica Company) March 2010 - Present
Wetherill Associates, Inc. July 2006 - September 2009
Graham Partners January 2003 - July 2006
Milestone Traditions September 1998 - December 2002
Education
Gettysburg College 1993 — 1997
BA, Psychology and Spanish
Uber August 2015 - Present
Uber June 2014 - August 2015
Co:Collective June 2013 - August 2013
Summer Search August 2010 - June 2012
Goldman Sachs July 2008 - July 2010
Graham Partners June 2007 - July 2007
Skills
Strategy, Finance, Product Management, Investments, Analysis, Leadership, Financial Modeling, Financial Analysis
Education
Wharton Business School 2012 — 2014
Master of Business Administration (MBA), Entrepreneurial Management
Yale University 2004 — 2008
B.A., History
Great Point Investors LLC October 2013 - Present
Sears Holdings Corporation February 2012 - September 2013
CBRE October 2011 - February 2012
Graham Partners May 2009 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Real Estate Transactions, Capital Markets, Real Estate Due..., Argus Modeling, Real Estate Private..., Investment Properties, MRI Software, Acquisitions, Private Equity, Asset Management, Microsoft Office, Real Estate Development, Essbase, Commercial Real Estate, Lease Negotiations, Investment Management, Portfolio Management, Corporate Real Estate, Pension Funds, Institutional..., Alternative Investments, Investment Banking
Education
Trinity College-Hartford 2007 — 2011
BA, Public Policy and Law
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2010
Summer Business Bridge Program
The Episcopal Academy 2002 — 2006
Graham Partners May 2014 - Present
Philadelphia magazine May 2013 - June 2013
Skills
Financial Modeling, Due Diligence, LBO, Private Equity, Valuation, Microsoft Excel, PowerPoint, Research, Social Media, Writing, Microsoft Office, Microsoft Word
Education
University of Michigan 2013 — 2017
Undeclared, Sophomore
The Haverford School