Gridley & Company LLC
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Gridley & Company LLC Employees
Employee
Years
Job
Industry
Lucy Xie Lucy Xie's Gridley & Company LLC Experience January 2012 - June 2012
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
Dartmouth College Economics Department March 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Oliver Wyman January 2013 - March 2013
Gridley & Company LLC January 2012 - June 2012
ONE Campaign June 2011 - August 2011
Skills
Microsoft Excel, Public Speaking, Economics, Marketing, Microsoft Word, Corporate Finance, Entrepreneurship, PowerPoint, Social Media, Fundraising, Qualitative Research
Education
Dartmouth College 2010 — 2014
Economics, Mathematical Finance
Vestavia Hills High School 2006 — 2010
J.P. Morgan June 2014 - Present
Dartmouth College Economics Department March 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Oliver Wyman January 2013 - March 2013
Gridley & Company LLC January 2012 - June 2012
ONE Campaign June 2011 - August 2011
Skills
Microsoft Excel, Public Speaking, Economics, Marketing, Microsoft Word, Corporate Finance, Entrepreneurship, PowerPoint, Social Media, Fundraising, Qualitative Research
Education
Dartmouth College 2010 — 2014
Economics, Mathematical Finance
Vestavia Hills High School 2006 — 2010
Justin Ciambella Justin Ciambella's Gridley & Company LLC Experience December 2011 - March 2012
Job Associate at General Atlantic
Industry Financial Services
Experience
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
General Atlantic August 2015 - Present
Morgan Stanley June 2013 - July 2015
Dartmouth College April 2010 - June 2013
Dartmouth College March 2010 - June 2013
Jefferies & Company June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC December 2011 - March 2012
Dartmouth College June 2011 - September 2011
Skills
Stata, Economics, Financial Modeling, Valuation, Market Research, Research, Quantitative Analytics, Data Analysis, Spanish, PowerPoint, Microsoft Excel, Analysis, Financial Analysis, Investment Banking, Microsoft Office
Education
Dartmouth College 2009 — 2013
Economics, International Studies
Universidad de Las Americas
Vangard High School 2005 — 2009
Benjamin Nunnery's Gridley & Company LLC Experience June 2009 - August 2009
Job Research Analyst at Glenview Capital
Industry Financial Services
Experience
Glenview Capital July 2014 - Present
American Express June 2012 - June 2014
Achievement First July 2010 - June 2012
Gridley & Company LLC June 2009 - August 2009
Skills
Analysis, Financial Modeling, Finance, Data Analysis, Research, Stata, Microsoft Excel, PowerPoint, Economics, Strategy, Microsoft Office, Market Research, Microsoft Word, Social Media, Public Speaking, Editing, Policy Analysis, Business Strategy, Multitasking Skills
Education
Columbia University in the City of New York 2011 — 2011
Accounting and Finance
Dartmouth College 2006 — 2010
Bachelor's degree, Political Science and Government
Glenview Capital July 2014 - Present
American Express June 2012 - June 2014
Achievement First July 2010 - June 2012
Gridley & Company LLC June 2009 - August 2009
Skills
Analysis, Financial Modeling, Finance, Data Analysis, Research, Stata, Microsoft Excel, PowerPoint, Economics, Strategy, Microsoft Office, Market Research, Microsoft Word, Social Media, Public Speaking, Editing, Policy Analysis, Business Strategy, Multitasking Skills
Education
Columbia University in the City of New York 2011 — 2011
Accounting and Finance
Dartmouth College 2006 — 2010
Bachelor's degree, Political Science and Government
Eric Whang Eric Whang's Gridley & Company LLC Experience March 2013 - May 2013
Job Corporate Legal Assistant at Davis Polk & Wardwell LLP
Industry Legal Services
Experience
Davis Polk & Wardwell LLP August 2014 - Present
Dartmouth College September 2013 - June 2014
Gridley & Company LLC March 2013 - May 2013
Chinese Wushu Taiji-Chuan Federation January 2009 - January 2013
Dartmouth College September 2010 - January 2011
Chinese Wushu Taiji-Chuan Federation January 2006 - January 2009
Skills
Microsoft Office, Economics, Research, English, Writing, PowerPoint, Teaching, Chinese, Mandarin, Word, Microsoft Word, Microsoft Excel, Kung Fu, Capoeira, Boxing
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics, Chinese
Beijing Normal University 2011 — 2011
Foreign Study Program Graduate, Chinese
John A. Rowland High School 2006 — 2010
Graduate
Davis Polk & Wardwell LLP August 2014 - Present
Dartmouth College September 2013 - June 2014
Gridley & Company LLC March 2013 - May 2013
Chinese Wushu Taiji-Chuan Federation January 2009 - January 2013
Dartmouth College September 2010 - January 2011
Chinese Wushu Taiji-Chuan Federation January 2006 - January 2009
Skills
Microsoft Office, Economics, Research, English, Writing, PowerPoint, Teaching, Chinese, Mandarin, Word, Microsoft Word, Microsoft Excel, Kung Fu, Capoeira, Boxing
Education
Dartmouth College 2010 — 2014
Bachelor's degree, Economics, Chinese
Beijing Normal University 2011 — 2011
Foreign Study Program Graduate, Chinese
John A. Rowland High School 2006 — 2010
Graduate
Maan Tinna Maan Tinna's Gridley & Company LLC Experience March 2012 - June 2012
Job Entertainment Administration
Industry Entertainment
Experience
New York Theatre Workshop March 2015 - September 2015
Hypokrit Theatre Company LLC September 2014 - January 2015
Warner Bros. Entertainment Group of Companies September 2014 - November 2014
New York Stage and Film June 2014 - August 2014
Red Rising Marketing February 2014 - March 2014
BNP Paribas July 2013 - January 2014
EquaMetrics July 2012 - September 2012
Gridley & Company LLC March 2012 - June 2012
New York Theatre Workshop August 2011 - September 2011
Khan's Tutorial January 2011 - March 2011
Skills
Branding & Identity, Social Media, Digital Media, Media & Entertainment, Social Media Marketing, Event Management, Business Strategy, Theatre, Research, Analysis, Microsoft Word, Corporate Finance, Microsoft Excel, Competitive Analysis, Market Research, Microsoft Office, Line Producing, Financial Analysis, Event Planning
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics modified with Computer Science
Stuyvesant High School 2005 — 2009
2009
New York Theatre Workshop March 2015 - September 2015
Hypokrit Theatre Company LLC September 2014 - January 2015
Warner Bros. Entertainment Group of Companies September 2014 - November 2014
New York Stage and Film June 2014 - August 2014
Red Rising Marketing February 2014 - March 2014
BNP Paribas July 2013 - January 2014
EquaMetrics July 2012 - September 2012
Gridley & Company LLC March 2012 - June 2012
New York Theatre Workshop August 2011 - September 2011
Khan's Tutorial January 2011 - March 2011
Skills
Branding & Identity, Social Media, Digital Media, Media & Entertainment, Social Media Marketing, Event Management, Business Strategy, Theatre, Research, Analysis, Microsoft Word, Corporate Finance, Microsoft Excel, Competitive Analysis, Market Research, Microsoft Office, Line Producing, Financial Analysis, Event Planning
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (BA), Economics modified with Computer Science
Stuyvesant High School 2005 — 2009
2009
Stan Sandberg's Gridley & Company LLC Experience 2006 - 2009
Job Cofounder, TravelInsurance.com
Industry Internet
Experience
TravelInsurance.com January 2013 - Present
Gridley & Company LLC 2006 - 2009
Cendant Travel Distribution Services August 2004 - January 2006
CIBC World Markets 2000 - 2002
Skills
Entrepreneurship, Corporate Development, E-commerce, Venture Capital, Start-ups, Mergers, Digital Media, Business Strategy, Strategic Partnerships, Online Marketing, Mobile Marketing, Digital Strategy, Online Advertising, Web Analytics, Internet Strategy, Private Equity, Analytics, PPC, SEM, Strategy, Affiliate Marketing
Education
University of Michigan
MA
University of Wisconsin-Madison
BA
TravelInsurance.com January 2013 - Present
Gridley & Company LLC 2006 - 2009
Cendant Travel Distribution Services August 2004 - January 2006
CIBC World Markets 2000 - 2002
Skills
Entrepreneurship, Corporate Development, E-commerce, Venture Capital, Start-ups, Mergers, Digital Media, Business Strategy, Strategic Partnerships, Online Marketing, Mobile Marketing, Digital Strategy, Online Advertising, Web Analytics, Internet Strategy, Private Equity, Analytics, PPC, SEM, Strategy, Affiliate Marketing
Education
University of Michigan
MA
University of Wisconsin-Madison
BA
Ajay Kannan Ajay Kannan's Gridley & Company LLC Experience June 2012 - August 2012
Job Software Engineer at Google
Industry Computer Software
Experience
Dartmouth College March 2015 - June 2015
Microsoft June 2014 - September 2014
Dartmouth College March 2014 - June 2014
MIT Little Devices Lab January 2014 - March 2014
Dartmouth College June 2013 - November 2013
National Institute of Standards and Technology December 2012 - January 2013
OTR Global September 2012 - November 2012
Gridley & Company LLC June 2012 - August 2012
World Affairs Councils of America August 2010 - May 2011
University of Maryland, College Park June 2010 - August 2010
Skills
Java, C++, C, Python, Matlab, C#, NumPy, SciPy, Machine Learning, Statistics, Neural Networks, Econometrics, TCP/IP, Algorithms, Computer Vision, Differential Equations, Data Analysis, Probability, Graph Theory, Parallel Computing, Operating Systems, Computer Architecture, Unix, JavaScript, LaTeX, HTML, Software Development
Education
Dartmouth College 2011 — 2015
BA, Computer Science, Mathematics, Economics, 3.90
University of Oxford 2014 — 2014
Dartmouth-Oxford Exchange Program, Economics
Montgomery Blair High School 2007 — 2011
Science, Mathematics, Computer Science Magnet Program
Dartmouth College March 2015 - June 2015
Microsoft June 2014 - September 2014
Dartmouth College March 2014 - June 2014
MIT Little Devices Lab January 2014 - March 2014
Dartmouth College June 2013 - November 2013
National Institute of Standards and Technology December 2012 - January 2013
OTR Global September 2012 - November 2012
Gridley & Company LLC June 2012 - August 2012
World Affairs Councils of America August 2010 - May 2011
University of Maryland, College Park June 2010 - August 2010
Skills
Java, C++, C, Python, Matlab, C#, NumPy, SciPy, Machine Learning, Statistics, Neural Networks, Econometrics, TCP/IP, Algorithms, Computer Vision, Differential Equations, Data Analysis, Probability, Graph Theory, Parallel Computing, Operating Systems, Computer Architecture, Unix, JavaScript, LaTeX, HTML, Software Development
Education
Dartmouth College 2011 — 2015
BA, Computer Science, Mathematics, Economics, 3.90
University of Oxford 2014 — 2014
Dartmouth-Oxford Exchange Program, Economics
Montgomery Blair High School 2007 — 2011
Science, Mathematics, Computer Science Magnet Program
Caroline Barker Caroline Barker's Gridley & Company LLC Experience 2007 - 2008
Job Senior Financial Analyst at American Airlines
Industry Airlines/Aviation
Experience
American Airlines June 2014 - Present
Blackstone Entrepreneurs Network 2013 - 2014
American Airlines June 2013 - August 2013
CP Communications, LLC October 2009 - December 2012
Canadian Embassy May 2011 - December 2011
National Trust for Historic Preservation August 2008 - May 2011
Gridley & Company LLC 2007 - 2008
Skills
Media Relations, Strategy, Social Media, Project Management, Event Management, Research, Analysis, Nonprofits, Marketing, Budgets, Community Outreach, Financial Modeling, Management, Journalism, Strategic Communications, Recruiting, International Relations, Data Analysis
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
A.B., French
American Airlines June 2014 - Present
Blackstone Entrepreneurs Network 2013 - 2014
American Airlines June 2013 - August 2013
CP Communications, LLC October 2009 - December 2012
Canadian Embassy May 2011 - December 2011
National Trust for Historic Preservation August 2008 - May 2011
Gridley & Company LLC 2007 - 2008
Skills
Media Relations, Strategy, Social Media, Project Management, Event Management, Research, Analysis, Nonprofits, Marketing, Budgets, Community Outreach, Financial Modeling, Management, Journalism, Strategic Communications, Recruiting, International Relations, Data Analysis
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2003 — 2007
A.B., French
Kevin G Chen Kevin G Chen's Gridley & Company LLC Experience September 2013 - December 2013
Job Investment Banking Tech M&A
Industry Financial Services
Experience
Oppenheimer & Co. Inc. July 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Gridley & Company LLC September 2013 - December 2013
SoFi December 2012 - March 2013
Ampush December 2012 - March 2013
Dartmouth Humanitarian Engineering May 2012 - December 2012
Lawrence Berkeley National Laboratory June 2010 - August 2010
Education
Dartmouth College
Bachelor of Arts, Government and Economics
Oppenheimer & Co. Inc. July 2015 - Present
Oppenheimer & Co. Inc. June 2014 - August 2014
Gridley & Company LLC September 2013 - December 2013
SoFi December 2012 - March 2013
Ampush December 2012 - March 2013
Dartmouth Humanitarian Engineering May 2012 - December 2012
Lawrence Berkeley National Laboratory June 2010 - August 2010
Education
Dartmouth College
Bachelor of Arts, Government and Economics
Angela Cai Angela Cai's Gridley & Company LLC Experience July 2014 - August 2014
Job Undergraduate Advisor at Dartmouth College
Industry
Experience
Dartmouth College September 2014 - Present
Soronko Solutions April 2015 - June 2015
Dartmouth College January 2014 - March 2015
Gridley & Company LLC July 2014 - August 2014
Skills
Microsoft Office, Research, Public Speaking, Mandarin, Cpr Certified, Capital IQ, Stata, Nonprofits
Education
Dartmouth College 2013 — 2017
Political Science and Government
Dover-Sherborn High School 2009 — 2013
High School Diploma
Dartmouth College September 2014 - Present
Soronko Solutions April 2015 - June 2015
Dartmouth College January 2014 - March 2015
Gridley & Company LLC July 2014 - August 2014
Skills
Microsoft Office, Research, Public Speaking, Mandarin, Cpr Certified, Capital IQ, Stata, Nonprofits
Education
Dartmouth College 2013 — 2017
Political Science and Government
Dover-Sherborn High School 2009 — 2013
High School Diploma
Kyle Douglas's Gridley & Company LLC Experience December 2011 - January 2012
Job at
Industry Logistics and Supply Chain
Experience
Analytics Operations Engineering September 2015 - Present
Moove June 2015 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
University of Duisburg-Essen – Operations Management June 2012 - July 2012
Gridley & Company LLC December 2011 - January 2012
JEI Montgomery Learning Center July 2011 - August 2011
Skills
Java, R, Microsoft Office, Microsoft Excel, Data Analysis, C, Visual Basic (VBA), LabVIEW, Various Assembly, Microsoft Excel Macros, Combinatorial..., VBA, Financial Modeling, Social Media, Public Speaking, Certified Drafter -..., Matlab, HTML, Python, XML
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Analytics Operations Engineering September 2015 - Present
Moove June 2015 - Present
Goldman Sachs June 2014 - August 2014
Merrill Lynch June 2013 - August 2013
University of Duisburg-Essen – Operations Management June 2012 - July 2012
Gridley & Company LLC December 2011 - January 2012
JEI Montgomery Learning Center July 2011 - August 2011
Skills
Java, R, Microsoft Office, Microsoft Excel, Data Analysis, C, Visual Basic (VBA), LabVIEW, Various Assembly, Microsoft Excel Macros, Combinatorial..., VBA, Financial Modeling, Social Media, Public Speaking, Certified Drafter -..., Matlab, HTML, Python, XML
Education
Princeton University 2011 — 2015
Bachelor of Science in Engineering (B.S.E.), Operations Research and Financial Engineering
Anita Christofferson Anita Christofferson's Gridley & Company LLC Experience 2004 - 2004
Job CEO at digad solutions
Industry Information Technology and Services
Experience
Sapphire Systems February 2013 - October 2013
WebFilings April 2012 - October 2012
NetSuite January 2012 - March 2012
NetSuite Inc. January 2011 - January 2012
InterDyn AKA 2008 - January 2011
AllianceBernstein October 2006 - September 2008
eFinancialCareers 2005 - 2006
Gridley & Company LLC 2004 - 2004
Capital Institutional Services 2001 - 2003
Skills
SaaS, Salesforce.com, Consulting, Enterprise Software, Project Management, Solution Selling, Requirements Analysis, Software Solution..., Cloud Computing, Professional Services, Business Intelligence, Business Development, Account Management, Project Accounting, Agile & Waterfall..., CRM / ERP, Data Integration
Education
Southern Methodist University - Cox School of Business 2000 — 2002
BBA, Financial Consulting
Sapphire Systems February 2013 - October 2013
WebFilings April 2012 - October 2012
NetSuite January 2012 - March 2012
NetSuite Inc. January 2011 - January 2012
InterDyn AKA 2008 - January 2011
AllianceBernstein October 2006 - September 2008
eFinancialCareers 2005 - 2006
Gridley & Company LLC 2004 - 2004
Capital Institutional Services 2001 - 2003
Skills
SaaS, Salesforce.com, Consulting, Enterprise Software, Project Management, Solution Selling, Requirements Analysis, Software Solution..., Cloud Computing, Professional Services, Business Intelligence, Business Development, Account Management, Project Accounting, Agile & Waterfall..., CRM / ERP, Data Integration
Education
Southern Methodist University - Cox School of Business 2000 — 2002
BBA, Financial Consulting
William de Chatellus William de Chatellus's Gridley & Company LLC Experience January 2014 - March 2014
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - March 2015
Gridley & Company LLC January 2014 - March 2014
The Brookings Institution June 2013 - August 2013
Dartmouth Policy Research Shop January 2013 - June 2013
Jamba Juice June 2012 - August 2012
Marin County Sheriff's Office January 2009 - May 2012
Skills
Project Management, Policy Analysis, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2012 — 2016
BA in Economics, Minor in Public Policy
Redwood High School 2008 — 2012
Morgan Stanley June 2015 - Present
Morgan Stanley January 2015 - March 2015
Gridley & Company LLC January 2014 - March 2014
The Brookings Institution June 2013 - August 2013
Dartmouth Policy Research Shop January 2013 - June 2013
Jamba Juice June 2012 - August 2012
Marin County Sheriff's Office January 2009 - May 2012
Skills
Project Management, Policy Analysis, Public Speaking, Research, Data Analysis
Education
Dartmouth College 2012 — 2016
BA in Economics, Minor in Public Policy
Redwood High School 2008 — 2012
Lilai Guo Lilai Guo's Gridley & Company LLC Experience January 2010 - March 2010
Job Manager, Corporate Strategy at Ross Stores, Inc.
Industry Management Consulting
Experience
Ross Stores, Inc. March 2015 - Present
Ross Stores, Inc. May 2013 - March 2015
L.E.K. Consulting September 2011 - May 2013
North Bridge Growth Equity June 2010 - August 2010
Gridley & Company LLC January 2010 - March 2010
Skills
Investments, Private Equity, Venture Capital, Leadership, Investment Banking, Equities, Corporate Development, Finance, Valuation, Financial Modeling, Management Consulting, Mergers & Acquisitions, Strategy, Competitive Analysis
Education
Dartmouth College 2007 — 2011
AB, Economics and Government
Centennial High School 2003 — 2007
Ross Stores, Inc. March 2015 - Present
Ross Stores, Inc. May 2013 - March 2015
L.E.K. Consulting September 2011 - May 2013
North Bridge Growth Equity June 2010 - August 2010
Gridley & Company LLC January 2010 - March 2010
Skills
Investments, Private Equity, Venture Capital, Leadership, Investment Banking, Equities, Corporate Development, Finance, Valuation, Financial Modeling, Management Consulting, Mergers & Acquisitions, Strategy, Competitive Analysis
Education
Dartmouth College 2007 — 2011
AB, Economics and Government
Centennial High School 2003 — 2007
Phil Fresen Phil Fresen's Gridley & Company LLC Experience 2001 - 2005
Job Managing Director at Garros Group LLC
Industry Investment Banking
Experience
Garros Group, LLC 2005 - Present
Gridley & Company LLC 2001 - 2005
ING Barings Furman Selz March 1995 - July 2001
Kidder Peabody August 1994 - December 1994
Skills
Mergers, Investment Banking, Private Placements, Strategic Advisory, Business Strategy, Acquisitions, Digital Media, Mobile Marketing, Social Media, Direct Marketing, Analytics, Mergers & Acquisitions, Private Equity, Corporate Development, Venture Capital, Competitive Analysis, Strategy, Finance, Due Diligence, Start-ups, Management, Entrepreneurship, Business Development, Online Advertising, Marketing, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Duke University 1979 — 1983
AB, Economics, History
New Trier East High School 1976 — 1979
Garros Group, LLC 2005 - Present
Gridley & Company LLC 2001 - 2005
ING Barings Furman Selz March 1995 - July 2001
Kidder Peabody August 1994 - December 1994
Skills
Mergers, Investment Banking, Private Placements, Strategic Advisory, Business Strategy, Acquisitions, Digital Media, Mobile Marketing, Social Media, Direct Marketing, Analytics, Mergers & Acquisitions, Private Equity, Corporate Development, Venture Capital, Competitive Analysis, Strategy, Finance, Due Diligence, Start-ups, Management, Entrepreneurship, Business Development, Online Advertising, Marketing, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Duke University 1979 — 1983
AB, Economics, History
New Trier East High School 1976 — 1979
Devin Thomas Devin Thomas's Gridley & Company LLC Experience 2003 - 2006
Job Vice President, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Barclays Investment Bank August 2009 - August 2015
Lehman Brothers 2008 - 2008
Gridley & Company LLC 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
Georgetown University 2007 — 2009
MBA
Clemson University 1995 — 1999
BS, Accounting
Morgan Stanley August 2015 - Present
Barclays Investment Bank August 2009 - August 2015
Lehman Brothers 2008 - 2008
Gridley & Company LLC 2003 - 2006
PricewaterhouseCoopers 1999 - 2002
Education
Georgetown University 2007 — 2009
MBA
Clemson University 1995 — 1999
BS, Accounting
Liya Shuster's Gridley & Company LLC Experience December 2008 - February 2009
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Third Sector Capital Partners September 2013 - Present
Goldman Sachs July 2010 - Present
The Family Place March 2009 - June 2010
Goldman Sachs June 2009 - August 2009
Gridley & Company LLC December 2008 - February 2009
Skills
Excel, PowerPoint, Qualitative Research, Analysis, Business Strategy, Social Entrepreneurship, Impact Studies, FX Derivatives, Foreign Currency..., Financial Analysis, Corporate Finance, Foreign Currency..., Corporate Social..., Corporate Partnership..., M&A analysis, Microsoft Excel
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Double major in Geography and Government
Charles University in Prague 2009 — 2009
Foreign Study Program, Social Geography and Regional Development
Townsend Harris High School
University of Pennsylvania - The Wharton School
Third Sector Capital Partners September 2013 - Present
Goldman Sachs July 2010 - Present
The Family Place March 2009 - June 2010
Goldman Sachs June 2009 - August 2009
Gridley & Company LLC December 2008 - February 2009
Skills
Excel, PowerPoint, Qualitative Research, Analysis, Business Strategy, Social Entrepreneurship, Impact Studies, FX Derivatives, Foreign Currency..., Financial Analysis, Corporate Finance, Foreign Currency..., Corporate Social..., Corporate Partnership..., M&A analysis, Microsoft Excel
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Double major in Geography and Government
Charles University in Prague 2009 — 2009
Foreign Study Program, Social Geography and Regional Development
Townsend Harris High School
University of Pennsylvania - The Wharton School
Jay Webster Jay Webster's Gridley & Company LLC Experience December 2010 - May 2011
Job Consultant at Kepler Cannon
Industry Management Consulting
Experience
Kepler Cannon May 2015 - Present
AlphaSights July 2014 - May 2015
Dartmouth College Advancement Division July 2013 - June 2014
Dartmouth College Fund October 2012 - June 2013
The Dartmouth, Inc. January 2012 - December 2012
NBC News June 2012 - August 2012
The Dartmouth, Inc. September 2010 - December 2011
Dartmouth College Office of the Registrar July 2010 - November 2011
Gridley & Company LLC December 2010 - May 2011
Skills
Editing, Social Media, Journalism, InDesign, Management, Microsoft Excel, Editorial, Research, Oboe, Fundraising, Photoshop, Communication, Team Leadership, Microsoft Word, Writing, Interviewing, Volunteer Management, Event Planning, Leadership, Volunteer Training, Interviews, Prezi, Public Speaking, Data Analysis, Due Diligence, Project Management, Microsoft Office
Education
Dartmouth College 2009 — 2013
A.B., History, French, Class of 2013
Wilton High School 2005 — 2009
Diploma
Kepler Cannon May 2015 - Present
AlphaSights July 2014 - May 2015
Dartmouth College Advancement Division July 2013 - June 2014
Dartmouth College Fund October 2012 - June 2013
The Dartmouth, Inc. January 2012 - December 2012
NBC News June 2012 - August 2012
The Dartmouth, Inc. September 2010 - December 2011
Dartmouth College Office of the Registrar July 2010 - November 2011
Gridley & Company LLC December 2010 - May 2011
Skills
Editing, Social Media, Journalism, InDesign, Management, Microsoft Excel, Editorial, Research, Oboe, Fundraising, Photoshop, Communication, Team Leadership, Microsoft Word, Writing, Interviewing, Volunteer Management, Event Planning, Leadership, Volunteer Training, Interviews, Prezi, Public Speaking, Data Analysis, Due Diligence, Project Management, Microsoft Office
Education
Dartmouth College 2009 — 2013
A.B., History, French, Class of 2013
Wilton High School 2005 — 2009
Diploma
Samantha Berardo Samantha Berardo's Gridley & Company LLC Experience January 2012 - May 2012
Job Accounts Specialist at Indeed.com
Industry Writing and Editing
Experience
Indeed.com January 2015 - Present
Suite-K; Value Added Services, LLC. November 2013 - December 2014
ibidPREP LLC April 2012 - October 2013
Scholastic June 2011 - September 2012
Gridley & Company LLC January 2012 - May 2012
iVillage August 2010 - May 2011
Manhattanville College Athletic Department October 2008 - May 2011
Skills
HTML, Photoshop, InDesign, Drupal, Microsoft Office, Wordpress, Premiere, SEO, Microsoft Excel, Microsoft Word, CMS Made Simple, Constant Contact, WordPress, Graphic Design, Public Relations, Press Releases, Editing, Social Media, Adobe Creative Suite, Mac, Creative Writing, Blogging, Illustrator, Copy Editing, Event Management, Research, Editorial, Digital Marketing, Facebook, Video Production, Marketing, Social Networking, Publishing, Copywriting, Social Media Marketing, PowerPoint, Twitter, Writing, Customer Service, Event Planning, YouTube, Email Marketing, Digital Media, Sales, Leadership, Account Management
Education
Manhattanville College 2007 — 2011
Bachelor of Arts, English; Creative and Professional Writing
Vysoká škola ekonomická v Praze 2010 — 2010
Global Marketing, International Buisness
Rumson Fair Haven High School 2003 — 2007
Indeed.com January 2015 - Present
Suite-K; Value Added Services, LLC. November 2013 - December 2014
ibidPREP LLC April 2012 - October 2013
Scholastic June 2011 - September 2012
Gridley & Company LLC January 2012 - May 2012
iVillage August 2010 - May 2011
Manhattanville College Athletic Department October 2008 - May 2011
Skills
HTML, Photoshop, InDesign, Drupal, Microsoft Office, Wordpress, Premiere, SEO, Microsoft Excel, Microsoft Word, CMS Made Simple, Constant Contact, WordPress, Graphic Design, Public Relations, Press Releases, Editing, Social Media, Adobe Creative Suite, Mac, Creative Writing, Blogging, Illustrator, Copy Editing, Event Management, Research, Editorial, Digital Marketing, Facebook, Video Production, Marketing, Social Networking, Publishing, Copywriting, Social Media Marketing, PowerPoint, Twitter, Writing, Customer Service, Event Planning, YouTube, Email Marketing, Digital Media, Sales, Leadership, Account Management
Education
Manhattanville College 2007 — 2011
Bachelor of Arts, English; Creative and Professional Writing
Vysoká škola ekonomická v Praze 2010 — 2010
Global Marketing, International Buisness
Rumson Fair Haven High School 2003 — 2007
Alexandra Jiang Alexandra Jiang's Gridley & Company LLC Experience September 2011 - December 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Dartmouth College June 2011 - June 2012
Gridley & Company LLC September 2011 - December 2011
Skills
Data Analysis, Financial Modeling, Research, Bloomberg, Valuation, Investment Banking, Economics, Microsoft Excel, Securities, Analysis, Financial Analysis, Instruction, PowerPoint, Fixed Income
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, French
Shrewsbury High School 2005 — 2009
J.P. Morgan July 2013 - Present
J.P. Morgan June 2012 - August 2012
Dartmouth College June 2011 - June 2012
Gridley & Company LLC September 2011 - December 2011
Skills
Data Analysis, Financial Modeling, Research, Bloomberg, Valuation, Investment Banking, Economics, Microsoft Excel, Securities, Analysis, Financial Analysis, Instruction, PowerPoint, Fixed Income
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics, French
Shrewsbury High School 2005 — 2009
Will Duncan Will Duncan's Gridley & Company LLC Experience January 2013 - March 2013
Job Private Equity Analyst at Audax Group
Industry Venture Capital & Private Equity
Experience
Audax Group August 2015 - Present
Rockefeller Beds 2013 - Present
Audax Group June 2014 - August 2014
Gridley & Company LLC January 2013 - March 2013
University Services 2011 - 2012
Education
Dartmouth College 2011 — 2015
Cincinnati Country Day
Audax Group August 2015 - Present
Rockefeller Beds 2013 - Present
Audax Group June 2014 - August 2014
Gridley & Company LLC January 2013 - March 2013
University Services 2011 - 2012
Education
Dartmouth College 2011 — 2015
Cincinnati Country Day
Erin Fleischli Erin Fleischli's Gridley & Company LLC Experience January 2011 - March 2011
Job Digital Media Consultant at Dextro (dextro.co)
Industry Internet
Experience
Dextro (dextro.co) April 2015 - Present
Turn July 2012 - August 2014
Bank of America Merrill Lynch June 2011 - September 2011
Gridley & Company LLC January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Environmental Studies
Oxford University 2010 — 2010
Study Abroad, Economics
Dextro (dextro.co) April 2015 - Present
Turn July 2012 - August 2014
Bank of America Merrill Lynch June 2011 - September 2011
Gridley & Company LLC January 2011 - March 2011
Education
Dartmouth College 2008 — 2012
Bachelor of Arts (B.A.), Economics, Environmental Studies
Oxford University 2010 — 2010
Study Abroad, Economics
Terrance Bei's Gridley & Company LLC Experience September 2011 - December 2011
Job Investment Associate at Serent Capital
Industry Financial Services
Experience
Serent Capital June 2015 - Present
McKinsey & Company September 2013 - June 2015
Puddleworks, Inc. September 2011 - December 2014
Dartmouth College September 2009 - June 2013
Mitosis April 2012 - May 2013
Startup UCLA July 2012 - September 2012
ArchPoint Partners June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC September 2011 - December 2011
Greka Energy March 2011 - June 2011
Education
Dartmouth College 2009 — 2013
Bachelors
Laguna Creek High School 2005 — 2009
High School Diploma
Serent Capital June 2015 - Present
McKinsey & Company September 2013 - June 2015
Puddleworks, Inc. September 2011 - December 2014
Dartmouth College September 2009 - June 2013
Mitosis April 2012 - May 2013
Startup UCLA July 2012 - September 2012
ArchPoint Partners June 2012 - August 2012
Dartmouth Investment and Philanthropy Program September 2010 - June 2012
Gridley & Company LLC September 2011 - December 2011
Greka Energy March 2011 - June 2011
Education
Dartmouth College 2009 — 2013
Bachelors
Laguna Creek High School 2005 — 2009
High School Diploma
Sarah Julian Sarah Julian's Gridley & Company LLC Experience June 2011 - August 2011
Job JD Candidate at NYU School of Law
Industry Legal Services
Experience
U.S. Securities and Exchange Commission May 2015 - July 2015
Cravath, Swaine & Moore LLP June 2012 - July 2014
Gridley & Company LLC June 2011 - August 2011
Rhode Island Superior Court September 2010 - December 2010
State of Rhode Island May 2010 - August 2010
Education
New York University School of Law 2014 — 2017
Juris Doctor (J.D.)
Brown University 2008 — 2012
BA, Economics, Public Policy
Université Panthéon Sorbonne (Paris I) 2010 — 2011
Political Science
U.S. Securities and Exchange Commission May 2015 - July 2015
Cravath, Swaine & Moore LLP June 2012 - July 2014
Gridley & Company LLC June 2011 - August 2011
Rhode Island Superior Court September 2010 - December 2010
State of Rhode Island May 2010 - August 2010
Education
New York University School of Law 2014 — 2017
Juris Doctor (J.D.)
Brown University 2008 — 2012
BA, Economics, Public Policy
Université Panthéon Sorbonne (Paris I) 2010 — 2011
Political Science
Lucy Wang Lucy Wang's Gridley & Company LLC Experience March 2009 - June 2009
Job Senior Financial Analyst at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company November 2012 - Present
Deutsche Bank June 2011 - November 2012
Deutsche Bank June 2010 - August 2010
Gridley & Company LLC March 2009 - June 2009
UBS September 2008 - December 2008
Rutgers University 2006 - 2007
Skills
Cross-functional Team..., Finance, Strategy, Project Coordination, Research and Analysis, Strategic Communications, Business Planning, Relationship Management, Leadership, Project Management, Corporate Communications, Sales, Valuation, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Fully-Employed MBA Candidate
Dartmouth College 2007 — 2011
Bachelor's Degree, Economics, English (Creative Writing)
Columbia University in the City of New York 2006 — 2007
Science Honors Program
The Walt Disney Company November 2012 - Present
Deutsche Bank June 2011 - November 2012
Deutsche Bank June 2010 - August 2010
Gridley & Company LLC March 2009 - June 2009
UBS September 2008 - December 2008
Rutgers University 2006 - 2007
Skills
Cross-functional Team..., Finance, Strategy, Project Coordination, Research and Analysis, Strategic Communications, Business Planning, Relationship Management, Leadership, Project Management, Corporate Communications, Sales, Valuation, Investment Banking, Financial Modeling
Education
UCLA Anderson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Fully-Employed MBA Candidate
Dartmouth College 2007 — 2011
Bachelor's Degree, Economics, English (Creative Writing)
Columbia University in the City of New York 2006 — 2007
Science Honors Program
Feng Hong's Gridley & Company LLC Experience November 2009 - October 2012
Job Growth and Business Development
Industry Information Technology and Services
Experience
WorkTies September 2014 - June 2015
Trident Capital October 2012 - June 2014
Gridley & Company LLC November 2009 - October 2012
Credit Suisse July 2008 - May 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Digital Media, Strategy, Business Development, Entrepreneurship, Venture Capital, Corporate Development, Private Equity, Mergers & Acquisitions, Start-ups, Alternative Investments
Education
University of Pennsylvania 2004 — 2008
B.S.
Oakcrest High School
Oakcrest High School
WorkTies September 2014 - June 2015
Trident Capital October 2012 - June 2014
Gridley & Company LLC November 2009 - October 2012
Credit Suisse July 2008 - May 2009
Skills
Investment Banking, Financial Modeling, Valuation, Due Diligence, Mergers, Financial Analysis, Corporate Finance, Digital Media, Strategy, Business Development, Entrepreneurship, Venture Capital, Corporate Development, Private Equity, Mergers & Acquisitions, Start-ups, Alternative Investments
Education
University of Pennsylvania 2004 — 2008
B.S.
Oakcrest High School
Oakcrest High School
Nicolo Cottarelli Nicolo Cottarelli's Gridley & Company LLC Experience June 2012 - July 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
Lazard June 2013 - August 2013
Gridley & Company LLC June 2012 - July 2012
Office of the New York City Mayor June 2011 - August 2011
Education
Princeton University 2010 — 2014
Economics
Bain & Company July 2014 - Present
Lazard June 2013 - August 2013
Gridley & Company LLC June 2012 - July 2012
Office of the New York City Mayor June 2011 - August 2011
Education
Princeton University 2010 — 2014
Economics
Viet Anh Le Viet Anh Le's Gridley & Company LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Dartmouth College September 2011 - March 2014
Gridley & Company LLC June 2013 - August 2013
Dartmouth College March 2012 - June 2012
Skills
Microsoft Office, Mandarin, PowerPoint, Microsoft Excel, Economics, Capital IQ, Microsoft Word, Chinese, ThomsonOne
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Beijing Normal University 2012 — 2012
Non Degree, Chinese Language and Literature
ACS (Independent) 2007 — 2010
International Baccalaureate Diploma
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Dartmouth College September 2011 - March 2014
Gridley & Company LLC June 2013 - August 2013
Dartmouth College March 2012 - June 2012
Skills
Microsoft Office, Mandarin, PowerPoint, Microsoft Excel, Economics, Capital IQ, Microsoft Word, Chinese, ThomsonOne
Education
Dartmouth College 2011 — 2015
Bachelor of Arts (B.A.), Economics and Mathematics
Beijing Normal University 2012 — 2012
Non Degree, Chinese Language and Literature
ACS (Independent) 2007 — 2010
International Baccalaureate Diploma
Ethan Jamnik Ethan Jamnik's Gridley & Company LLC Experience June 2013 - August 2013
Job Private Equity Analyst at Bain Capital
Industry Higher Education
Experience
Bain Capital July 2015 - Present
Goldman Sachs June 2014 - August 2014
Gridley & Company LLC June 2013 - August 2013
Office of US Senator Kirsten Gillibrand August 2012 - September 2012
Education
Princeton University 2011 — 2015
Bachelor’s Degree, Woodrow Wilson School of Public and International Affairs, Summa Cum Laude, Phi Beta Kappa
Bain Capital July 2015 - Present
Goldman Sachs June 2014 - August 2014
Gridley & Company LLC June 2013 - August 2013
Office of US Senator Kirsten Gillibrand August 2012 - September 2012
Education
Princeton University 2011 — 2015
Bachelor’s Degree, Woodrow Wilson School of Public and International Affairs, Summa Cum Laude, Phi Beta Kappa
Jeremy Swan Jeremy Swan's Gridley & Company LLC Experience June 2006 - August 2007
Job CohnReznick, Principal Private Equity and Venture Capital Industry Practice Leader, New York
Industry Management Consulting
Experience
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
Melissa Poulos Melissa Poulos's Gridley & Company LLC Experience August 2002 - July 2003
Job Global Agency Business Leader at Google
Industry Marketing and Advertising
Experience
Google April 2011 - Present
Goldman Sachs Asset Management July 2003 - December 2009
Gridley & Company LLC August 2002 - July 2003
Skills
Entrepreneurship, Management, Online Advertising, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Strategy, Digital Media, CRM, Guinea Pigs, Leadership, Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Negotiation, Strategic Planning
Education
INSEAD 2010 — 2010
MBA
Princeton University 1998 — 2002
BA, Art and Archeology
Google April 2011 - Present
Goldman Sachs Asset Management July 2003 - December 2009
Gridley & Company LLC August 2002 - July 2003
Skills
Entrepreneurship, Management, Online Advertising, Financial Modeling, Valuation, Corporate Finance, Business Strategy, Strategy, Digital Media, CRM, Guinea Pigs, Leadership, Finance, Mergers & Acquisitions, Start-ups, Portfolio Management, Negotiation, Strategic Planning
Education
INSEAD 2010 — 2010
MBA
Princeton University 1998 — 2002
BA, Art and Archeology
Satoshi Harris-Koizumi Satoshi Harris-Koizumi's Gridley & Company LLC Experience 2010 - 2011
Job Battery Ventures
Industry Venture Capital & Private Equity
Experience
Battery Ventures August 2012 - Present
North Bridge Venture Partners 2011 - 2011
Gridley & Company LLC 2010 - 2011
Education
Dartmouth College
B.A., Economics
Battery Ventures August 2012 - Present
North Bridge Venture Partners 2011 - 2011
Gridley & Company LLC 2010 - 2011
Education
Dartmouth College
B.A., Economics
Kate Burkhardt Kate Burkhardt's Gridley & Company LLC Experience September 2011 - December 2011
Job Business Development Analyst at Compass
Industry Real Estate
Experience
Compass August 2015 - Present
Deutsche Bank August 2013 - August 2015
Deutsche Bank June 2012 - August 2012
Gridley & Company LLC September 2011 - December 2011
Lawyers Alliance for New York June 2010 - August 2010
Mercantile Development Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Data Analysis, Non-profits, Spanish, Research, Public Speaking, Economics, Stata, Bloomberg Terminal, Capital IQ, FactSet
Education
Dartmouth College 2009 — 2013
B.A., Economics, Government
Irvington High School 2005 — 2009
Compass August 2015 - Present
Deutsche Bank August 2013 - August 2015
Deutsche Bank June 2012 - August 2012
Gridley & Company LLC September 2011 - December 2011
Lawyers Alliance for New York June 2010 - August 2010
Mercantile Development Inc. May 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Data Analysis, Non-profits, Spanish, Research, Public Speaking, Economics, Stata, Bloomberg Terminal, Capital IQ, FactSet
Education
Dartmouth College 2009 — 2013
B.A., Economics, Government
Irvington High School 2005 — 2009
John C. Burns III's Gridley & Company LLC Experience 2013 - 2013
Job M&A and Financial Advisor to Digital Advertising, Marketing Services, Media and Internet Businesses
Industry Investment Banking
Experience
Clare Advisors, LLC 2014 - Present
Clare Capital Management 2013 - Present
GEMA (New York Chapter) October 2011 - Present
Gridley & Company LLC 2013 - 2013
PALAZZO Investment Bankers January 2010 - August 2012
AdMedia Partners 2006 - 2009
Friedman Billings Ramsey 2004 - 2004
GMAC Mortgage dba Ditech.com 2001 - 2004
SignOnline, Inc 2000 - 2001
Wells Fargo 1999 - 2000
Skills
Private Equity, Mergers, Accounting, Due Diligence, Financial Analysis, Executive / Management..., Fundraising, Venture Capital, Business Plan..., Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Business Development, Finance, Market Research, Investment Banking, Business Valuation, Executive Management, Analysis, Financial Services, Corporate Finance, LBO, Business Strategy, Strategy, Investments, DCF, Corporate Development, Marketing, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
St. Mary's College of California 1996 — 1999
B.S., Honors Concentration in Financial Services Management / Philosophy
Clare Advisors, LLC 2014 - Present
Clare Capital Management 2013 - Present
GEMA (New York Chapter) October 2011 - Present
Gridley & Company LLC 2013 - 2013
PALAZZO Investment Bankers January 2010 - August 2012
AdMedia Partners 2006 - 2009
Friedman Billings Ramsey 2004 - 2004
GMAC Mortgage dba Ditech.com 2001 - 2004
SignOnline, Inc 2000 - 2001
Wells Fargo 1999 - 2000
Skills
Private Equity, Mergers, Accounting, Due Diligence, Financial Analysis, Executive / Management..., Fundraising, Venture Capital, Business Plan..., Competitive Analysis, Mergers & Acquisitions, Valuation, Financial Modeling, Portfolio Management, Business Development, Finance, Market Research, Investment Banking, Business Valuation, Executive Management, Analysis, Financial Services, Corporate Finance, LBO, Business Strategy, Strategy, Investments, DCF, Corporate Development, Marketing, Financial Reporting
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA, Finance
St. Mary's College of California 1996 — 1999
B.S., Honors Concentration in Financial Services Management / Philosophy
Ryan Schoenig's Gridley & Company LLC Experience June 2005 - August 2005
Job Senior Analyst at RDG Capital Management
Industry Investment Management
Experience
RDG Capital Management July 2010 - Present
Credit Suisse June 2008 - June 2010
Credit Suisse July 2006 - June 2008
Gridley & Company LLC June 2005 - August 2005
Skills
Financial Modeling, Valuation, Capital Markets, Equities, Investment Banking, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Finance
Education
Princeton University 2002 — 2006
RDG Capital Management July 2010 - Present
Credit Suisse June 2008 - June 2010
Credit Suisse July 2006 - June 2008
Gridley & Company LLC June 2005 - August 2005
Skills
Financial Modeling, Valuation, Capital Markets, Equities, Investment Banking, Investments, Financial Analysis, Due Diligence, Mergers & Acquisitions, Finance
Education
Princeton University 2002 — 2006
Pratik Patel's Gridley & Company LLC Experience April 2010 - January 2014
Job Partner at Pillar Capital
Industry Internet
Experience
Pillar Capital Advisors LLC January 2014 - Present
Gridley & Company LLC April 2010 - January 2014
MetricMesh June 2008 - December 2013
JPMorgan April 2004 - June 2008
JPMorgan January 2000 - March 2004
Education
Culver Military Academy 1994 — 1995
Northwestern University
Economics
University of Pittsburgh School of Medicine
Pillar Capital Advisors LLC January 2014 - Present
Gridley & Company LLC April 2010 - January 2014
MetricMesh June 2008 - December 2013
JPMorgan April 2004 - June 2008
JPMorgan January 2000 - March 2004
Education
Culver Military Academy 1994 — 1995
Northwestern University
Economics
University of Pittsburgh School of Medicine
Sareena Khera's Gridley & Company LLC Experience June 2005 - August 2005
Job Health IT Entrepreneurship
Industry Information Technology and Services
Experience
Castlight Health August 2009 - August 2013
Booz & Company October 2007 - August 2009
Brightcove June 2006 - August 2006
Gridley & Company LLC June 2005 - August 2005
St. Joseph Hospital June 2004 - August 2004
Skills
Product Management, Strategy, Consumer Healthcare, Healthcare Reimbursement, Entrepreneurship, Management Consulting, Healthcare Information..., SaaS, Strategic Planning, Project Management, Analytics, Product Marketing, Start-ups, Competitive Analysis, Strategic Partnerships, Enterprise Software, Cross-functional Team..., Cloud Computing, Go-to-market Strategy, E-commerce, Healthcare, Business Strategy, Business Development, Consulting
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship & Innovation
Columbia University in the City of New York 2003 — 2007
BA, Economics & Pre-Medicine
Detroit Country Day School
Castlight Health August 2009 - August 2013
Booz & Company October 2007 - August 2009
Brightcove June 2006 - August 2006
Gridley & Company LLC June 2005 - August 2005
St. Joseph Hospital June 2004 - August 2004
Skills
Product Management, Strategy, Consumer Healthcare, Healthcare Reimbursement, Entrepreneurship, Management Consulting, Healthcare Information..., SaaS, Strategic Planning, Project Management, Analytics, Product Marketing, Start-ups, Competitive Analysis, Strategic Partnerships, Enterprise Software, Cross-functional Team..., Cloud Computing, Go-to-market Strategy, E-commerce, Healthcare, Business Strategy, Business Development, Consulting
Education
MIT Sloan School of Management 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship & Innovation
Columbia University in the City of New York 2003 — 2007
BA, Economics & Pre-Medicine
Detroit Country Day School
Daniel Adler's Gridley & Company LLC Experience June 2008 - August 2008
Job Law Clerk at U.S. Court of Appeals
Industry Law Practice
Experience
U.S. Court of Appeals July 2014 - Present
Columbia Law School August 2011 - May 2014
Munger, Tolles & Olson May 2013 - August 2013
Squire Sanders June 2012 - July 2012
Bain and Company 2009 - 2011
Gridley & Company LLC June 2008 - August 2008
FedEx Express June 2007 - August 2007
Education
Columbia Law School 2011 — 2014
J.D.
Princeton University 2005 — 2009
U.S. Court of Appeals July 2014 - Present
Columbia Law School August 2011 - May 2014
Munger, Tolles & Olson May 2013 - August 2013
Squire Sanders June 2012 - July 2012
Bain and Company 2009 - 2011
Gridley & Company LLC June 2008 - August 2008
FedEx Express June 2007 - August 2007
Education
Columbia Law School 2011 — 2014
J.D.
Princeton University 2005 — 2009
David Rogg's Gridley & Company LLC Experience March 2010 - September 2010
Job Associate at FirstMark Capital
Industry Venture Capital & Private Equity
Experience
FirstMark Capital August 2014 - Present
Goldman Sachs July 2012 - August 2014
Shmob LLC April 2012 - June 2013
The Dartmouth, Inc. January 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Gridley & Company LLC March 2010 - September 2010
Bentley Wealth Advisors LLC June 2009 - August 2009
Rhode Island Medical Imaging June 2009 - August 2009
Skills
Investment Banking, Finance, Wealth Management, Financial Modeling, Valuation, Economics, Stata, Due Diligence, Data Analysis, Social Networking, Capital Markets, Spanish, Strategy, Financial Analysis, Bloomberg
Education
Dartmouth College 2008 — 2012
AB, Majors: Economics, Spanish Literature; Minor: Computer Science
Universidad Complutense de Madrid 2010 — 2010
Literature, History, Art History
Moses Brown School 2004 — 2008
FirstMark Capital August 2014 - Present
Goldman Sachs July 2012 - August 2014
Shmob LLC April 2012 - June 2013
The Dartmouth, Inc. January 2011 - December 2011
Goldman Sachs June 2011 - August 2011
Gridley & Company LLC March 2010 - September 2010
Bentley Wealth Advisors LLC June 2009 - August 2009
Rhode Island Medical Imaging June 2009 - August 2009
Skills
Investment Banking, Finance, Wealth Management, Financial Modeling, Valuation, Economics, Stata, Due Diligence, Data Analysis, Social Networking, Capital Markets, Spanish, Strategy, Financial Analysis, Bloomberg
Education
Dartmouth College 2008 — 2012
AB, Majors: Economics, Spanish Literature; Minor: Computer Science
Universidad Complutense de Madrid 2010 — 2010
Literature, History, Art History
Moses Brown School 2004 — 2008
Courtney Gerwin's Gridley & Company LLC Experience January 2010 - March 2010
Job Marketing Consultant
Industry Financial Services
Experience
American Express July 2014 - Present
American Express February 2013 - July 2014
American Express September 2011 - February 2013
American Express July 2010 - August 2010
Gridley & Company LLC January 2010 - March 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Analytics, Competitive Analysis, Microsoft Office, Salesforce.com, Pricing Strategy, Pricing, Market Research, Microsoft Word, Business Strategy
Education
Dartmouth College 2007 — 2011
BA, Economics, History
American Express July 2014 - Present
American Express February 2013 - July 2014
American Express September 2011 - February 2013
American Express July 2010 - August 2010
Gridley & Company LLC January 2010 - March 2010
Skills
Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Analytics, Competitive Analysis, Microsoft Office, Salesforce.com, Pricing Strategy, Pricing, Market Research, Microsoft Word, Business Strategy
Education
Dartmouth College 2007 — 2011
BA, Economics, History
Michael Lambe's Gridley & Company LLC Experience 2011 - 2012
Job
Industry Pharmaceuticals
Experience
PPD 2012 - Present
Gridley & Company LLC 2011 - 2012
Harris Williams & Co. 2006 - 2010
King & Spalding 2001 - 2006
The Advisory Board Company 1998 - 1999
Education
Duke University 1994 — 1998
BA; Magna Cum Laude and Phi Beta Kappa
University of North Carolina School of Law 1999 — 2002
JD with Honors; Chancellor Scholar
PPD 2012 - Present
Gridley & Company LLC 2011 - 2012
Harris Williams & Co. 2006 - 2010
King & Spalding 2001 - 2006
The Advisory Board Company 1998 - 1999
Education
Duke University 1994 — 1998
BA; Magna Cum Laude and Phi Beta Kappa
University of North Carolina School of Law 1999 — 2002
JD with Honors; Chancellor Scholar