Greenberg Advisors, LLC

Description

Address: 200A Monroe St #210, Rockville, MD 20850 Phone: (301) 576-4000: Place name: : : Category: Hours: : : : Website: Website: http://www.greenberg-advisors.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Greenberg Advisors Posting publicly on the Web Write a review Reviews Be the first to review

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Greenberg Advisors, LLC Employees

Employee
Years
Job
Industry
Jake Van Koevering Jake Van Koevering Greater Philadelphia Area Details
Jake Van Koevering's Greenberg Advisors, LLC Experience May 2014 - August 2014
Job Summer Analyst at Audax Group
Industry Financial Services
Experience
Audax Group  June 2015 - August 2015
Greenberg Advisors, LLC   May 2014 - August 2014
Chikweti, Niassa   June 2012 - August 2012
Chikweti   May 2011 - August 2011

Skills
Data Analysis, PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Research, Teamwork, Corporate Finance, Valuation, Economics, Market Research, Investment Banking

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (BSc), Economics

School of Oriental and African Studies, U. of London
Development Economics and International Development

Michaelhouse   2006 — 2010
High School, Full Matric Exemption with A aggregate

Ergin Ayalp Ergin Ayalp Germantown, Maryland Details
Ergin Ayalp's Greenberg Advisors, LLC Experience January 2014 - April 2014
Job Capital Markets Risk Management Intern at Fannie Mae
Industry Financial Services
Experience
Fannie Mae  June 2014 - August 2014
Greenberg Advisors, LLC   January 2014 - April 2014
U.S. House of Representatives   July 2012 - August 2012
FDA  September 2010 - June 2011

Skills
Strategy, Market Research, Legislation, Business Analysis, PowerPoint, Managerial Finance, Financial Risk, Internal Controls

Education
University of Maryland - Robert H. Smith School of Business   2011 — 2015
Bachelor's degree, Finance, General, International Business

Johnathan Gast Johnathan Gast Greater Minneapolis-St. Paul Area Details
Johnathan Gast's Greenberg Advisors, LLC Experience January 2014 - April 2014
Job Merchant Banking Analyst at Piper Jaffray
Industry Venture Capital & Private Equity
Experience
Piper Jaffray  July 2014 - Present
Greenberg Advisors, LLC   January 2014 - April 2014
Thomson Reuters  May 2013 - August 2013
U.S. House of Representatives   January 2012 - April 2012
Pawlenty for President  June 2011 - August 2011
Thomson Reuters Westlaw  May 2010 - June 2010

Skills
PowerPoint, Social Media, Microsoft Excel, Spanish, Microsoft Office, Facebook, Research, Time Management, Leadership, Customer Service, Outlook, Data Analysis, Public Speaking, Access, Microsoft Word, Analysis, Financial Analysis, Finance, Financial Modeling, Corporate Finance

Education
American University   2010 — 2014
Bachelor of Science (BS), Finance

Università degli Studi di Roma Tre   2012 — 2012
International Business, International Finance, Organizational Theory

Trevor Sheehy Trevor Sheehy Washington D.C. Metro Area Details
Trevor Sheehy's Greenberg Advisors, LLC Experience October 2014 - May 2015
Job Account Director with Mondo
Industry Information Technology and Services
Experience
Mondo  June 2015 - Present
Greenberg Advisors, LLC   October 2014 - May 2015
Navigant  March 2014 - October 2014
Tempus, Inc.   March 2012 - February 2014
Baker Tilly Virchow Krause, LLP  August 2011 - October 2011
UBS Wealth Management  February 2011 - May 2011

Skills
Financial Services, Banking, FX Options, Financial Analysis, Risk Management, Business Analysis, Microsoft Office, Securities, Account Management, CRM, Analysis, Microsoft Excel, Business Development, Finance, Sales, Consulting, Financial Modeling, Customer Service, Salesforce Training, GoldMine CRM, Data Analysis

Education
George Mason University   2009 — 2011
Finance, Finance, General

Shawn M. Leventhal Shawn M. Leventhal Washington D.C. Metro Area Details
Shawn M. Leventhal's Greenberg Advisors, LLC Experience 2013 - 2015
Job Sr. Director of Finance at CommuniKids
Industry Venture Capital & Private Equity
Experience
Greenberg Advisors, LLC   2013 - 2015
SLC  2012 - 2013
TM Capital Corp  2011 - 2012
PLTW, Inc   2009 - 2011
Sawaya Segalas & Co., LLC   2004 - 2008
CapitalSource  2003 - 2004
Deutsche Banc Alex. Brown  2001 - 2002

Skills
Strategic Advisory, Mergers, Buy-side, Consumer Products, Food & Beverage, Excel, PowerPoint, Word, Strategic Planning, Business Planning, Budgeting, Planning, Acquisition Analysis, Financial Accounting, Executive Management, Marketing Strategy, Financial Modeling, Valuation, Sell Side, Presentation Development, Board Presentations, Public Speaking, Strategy, Mergers & Acquisitions, Business Valuation, Budgets, Microsoft Excel, Project Planning, Investments, LBO

Education
New York University - Leonard N. Stern School of Business   1998 — 2000
BS, Dual: Finance & Marketing

University of Pennsylvania - The Wharton School

Joy Yin Joy Yin Washington D.C. Metro Area Details
Joy Yin's Greenberg Advisors, LLC Experience June 2015 - August 2015
Job Master of Finance Candidate at University of Maryland
Industry Financial Services
Experience
University of Maryland  May 2015 - Present
Greenberg Advisors, LLC   June 2015 - August 2015
China Business Network (CBN)   April 2013 - August 2013
Elite E-commerce Co., Ltd.   September 2010 - June 2012

Skills
Microsoft Excel, PowerPoint, Financial Analysis, Data Analysis, Financial Modeling, Microsoft Word, Leadership, Research, Stata, Matlab, Presentation Skills, Public Speaking

Education
University of Maryland College Park   2014 — 2015
Master's degree, Finance, General

Shanghai University of International Business and Economics   2010 — 2014
Bachelor of Arts (BA), International Economics and Trade, 3.98/4.0

Suffolk University   2013 — 2013
Exchange Student, Economics and Finance, 4.0/4.0

Aaron Foster Aaron Foster Washington, District Of Columbia Details
Aaron Foster's Greenberg Advisors, LLC Experience August 2014 - December 2014
Job Investment Banking Intern at Greenberg Advisors, LLC
Industry Investment Banking
Experience
Greenberg Advisors, LLC   August 2014 - December 2014
United States Marine Corps  July 2006 - November 2008

Skills
Start-ups, Financial Modeling, Valuation, Financial Analysis, Finance

Education
American University   2013 — 2016
Bachelor of Science (B.S.), Business Administration, Minor in Philosophy

Jacob Hwang Jacob Hwang Washington, District Of Columbia Details
Jacob Hwang's Greenberg Advisors, LLC Experience February 2015 - June 2015
Job Student at American University
Industry Investment Banking
Experience
Updata Partners  September 2015 - Present
Tudor, Pickering, Holt & Co.   August 2015 - August 2015
Compass Point Research & Trading, LLC   June 2015 - August 2015
Greenberg Advisors, LLC   February 2015 - June 2015
The Kogod School of Business at American University  January 2015 - May 2015

Skills
Customer Service, Social Media, Teamwork, Microsoft Excel, Microsoft Word, PowerPoint, Research, Leadership, Community Outreach, Strategic Planning, Strategy, Asset Management, Nonprofits

Education
American University   2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance and Accounting

Naperville North High School   2009 — 2013

Brent Rebele Brent Rebele Greater New York City Area Details
Brent Rebele's Greenberg Advisors, LLC Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities  August 2014 - Present
Lemma Senbet Fund  June 2013 - May 2014
Deutsche Bank Securities  June 2013 - August 2013
Greenberg Advisors, LLC   May 2012 - August 2012

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2014
Bachelor's, Finance and Accounting

Asa Hecker Asa Hecker College Park, Maryland Details
Asa Hecker's Greenberg Advisors, LLC Experience September 2014 - November 2014
Job Sales & Trading Summer Analyst at J.P. Morgan
Industry Investment Banking
Experience
Lemma Senbet Fund  May 2015 - Present
J.P. Morgan   June 2015 - August 2015
Greenberg Advisors, LLC   September 2014 - November 2014
Gordon Brothers Group  June 2013 - August 2013
Baystate Financial Services  May 2013 - July 2013
Powerhouse Desserts   September 2011 - May 2012

Skills
Public Speaking, Customer Service, Sales, Social Networking, Teamwork, Finance, Leadership, Financial Analysis, Marketing, Investment Banking, Equities

Education
University of Maryland College Park   2012 — 2016
Bachelor's Degree, Finance & Economics, Junior Finance GPA: 4.0 / 4.0 Cumulative GPA: 3.8 / 4.0

Wayland High School   2008 — 2012

Zachary Eisenberg Zachary Eisenberg Washington D.C. Metro Area Details
Zachary Eisenberg's Greenberg Advisors, LLC Experience May 2015 - Present
Job Investment Banking Analyst at Greenberg Advisors, LLC
Industry Financial Services
Experience
Greenberg Advisors, LLC   May 2015 - Present
Accenture  November 2011 - May 2015
UBS  February 2010 - November 2011
Royal Bank of Canada  June 2009 - August 2009
Merrill Lynch  June 2009 - August 2009
Bank of New York Mellon  June 2008 - August 2008

Skills
Valuation, Financial Modeling, Wealth Management..., Bloomberg, Forecasting, Analysis, Leadership, Microsoft Excel

Education
The George Washington University - School of Business   2006 — 2010
Bachelor of Business Administration, Finance

The American University of Rome   2009 — 2009

Gonzalo Obando Gonzalo Obando Washington D.C. Metro Area Details
Gonzalo Obando's Greenberg Advisors, LLC Experience January 2015 - March 2015
Job Portfolio Manager at Lemma Senbet Fund
Industry Investment Banking
Experience
Lemma Senbet Fund  May 2015 - Present
Stifel Financial Corp.  June 2015 - August 2015
Greenberg Advisors, LLC   January 2015 - March 2015
Capital One  June 2014 - August 2014
EJF Capital LLC  February 2014 - May 2014

Education
University of Maryland - Robert H. Smith School of Business   2013 — 2016
Bachelor of Science (B.S.), Finance

University of Maryland College Park   2013 — 2016
Bachelor of Arts (B.A.), Economics

Richmond, The American International University in London   2011 — 2013
Finance

The Heights School   2007 — 2011
High School

Sam Caspert Sam Caspert Woodcliff Lake, New Jersey Details
Sam Caspert's Greenberg Advisors, LLC Experience August 2015 - Present
Job Equity Analyst at Lemma Senbet Fund
Industry Financial Services
Experience
Greenberg Advisors, LLC   August 2015 - Present
Lemma Senbet Fund  May 2015 - Present
State Street  June 2015 - August 2015
Bloomberg LP  August 2014 - December 2014
Catalyst Funds  June 2014 - August 2014
The Aspire Group Inc  September 2012 - December 2012

Skills
Bloomberg Terminal, Microsoft Excel, Microsoft Office, Research, Customer Service, Financial Modeling, Finance, Management, Sales, PowerPoint, Teamwork

Education
University of Maryland College Park   2012 — 2016
Bachelor's degree, Finance, Senior

Universidad Rey Juan Carlos   2015 — 2015

Pascack Hills High School   2008 — 2012

Samantha Cavallo Samantha Cavallo Greater New York City Area Details
Samantha Cavallo's Greenberg Advisors, LLC Experience June 2015 - Present
Job Investment Banking Intern at Greenberg Advisors, LLC
Industry Banking
Experience
Greenberg Advisors, LLC   June 2015 - Present
Gary's Wine & Marketplace   December 2011 - June 2015
Wayne Hills High School  July 2008 - December 2011

Skills
Time Management, Microsoft Office, Teamwork, Social Media, Microsoft Excel, PowerPoint, Public Speaking

Education
University of Maryland College Park   2012 — 2016
Bachelor of Science (B.S.), Finance, General

University of Maryland College Park   2012 — 2016
Bachelor of Science (BS), Marketing

Wayne Hills High School   2009 — 2012

Brian Greenberg Brian Greenberg Washington D.C. Metro Area Details
Brian Greenberg's Greenberg Advisors, LLC Experience April 2009 - Present
Job M&A Advisor to Outsourced Business and Financial Services companies globally CEO at Greenberg Advisors, LLC
Industry Investment Banking
Experience
Greenberg Advisors, LLC   April 2009 - Present
Milestone Advisors  May 2006 - April 2009
Kaulkin Ginsberg  August 1996 - April 2006

Skills
Mergers, Venture Capital, Valuation, Investments, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Restructuring, Debt, IPO, Divestitures, Joint Ventures, Start-ups, LBO, Corporate Development, Financial Analysis, Structuring, DCF, Investment Banking, Equities, Business Valuation, Private Placements, Strategic Planning, Buyouts, Fairness Opinions, Growth Capital, Funding, Business Strategy, Corporate Law, Entrepreneur, Capital Raising, Entrepreneurship, Financial Structuring, Mergers & Acquisitions

Education
The George Washington University
International Business and Marketing

Jack Guan Jack Guan New York, New York Details
Jack Guan's Greenberg Advisors, LLC Experience May 2013 - August 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch  April 2015 - Present
PwC  September 2014 - April 2015
Greenberg Advisors, LLC   May 2013 - August 2013
PwC  June 2012 - July 2012

Skills
Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Microsoft Excel, Mandarin, Statistics, Data Analysis, Quantitative Analytics, Accounting, Research, Stata, Bloomberg Terminal, Private Equity, Real Estate, Debt Restructuring, LBO, Negotiation, Capital IQ, Microsoft PowerPoint, Java, Mathematical Analysis, SAS, VBA

Education
University of Virginia   2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting

University of Virginia   2010 — 2014
Bachelor of Arts (B.A.), Financial Mathematics

London School of Economics and Political Science   2012 — 2012
Economics

High School Affiliated to Renmin University of China   2006 — 2009
High School/Secondary Diploma Programs