Harris Williams & Co.
Industry: Investment banking company
DescriptionHarris Williams is American multinational independent investment bank and financial services company specializing in advisory services and financing's for middle-market companies. The firm provides a variety of advisory services including mergers & acquisitions, fairness opinions and restructuring advisory. Founded: 1991 Headquarters: Richmond, VA Parent organization: PNC Financial Services Number of employees: 200 Founders: Christopher H. Williams, H. Hiter Harris III Subsidiary: Harris Williams & Co.
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Harris Williams & Co. Employees
Employee
Years
Job
Industry
Brittany Homer Brittany Homer's Harris Williams & Co. Experience July 2005 - September 2007
Job Family Life major at Utah State University
Industry Individual & Family Services
Experience
Harris Williams & Co. July 2005 - September 2007
Convergys January 2005 - June 2005
Convergys January 2004 - January 2005
Skills
Computer Proficiency, Communication, Proofreading, Public Speaking, Skilled Multi-tasker, Organization Skills, Typing, Listening
Education
Utah State University 2012 — 2016
Bachelor's Degree, Family Life
Montana State University-Billings 2011 — 2011
Sociology
Institute of Children's Literature 2005 — 2007
Children's and Adolescent Literature
Salt Lake Community College 2001 — 2004
Associate of Science, General Studies
Harris Williams & Co. July 2005 - September 2007
Convergys January 2005 - June 2005
Convergys January 2004 - January 2005
Skills
Computer Proficiency, Communication, Proofreading, Public Speaking, Skilled Multi-tasker, Organization Skills, Typing, Listening
Education
Utah State University 2012 — 2016
Bachelor's Degree, Family Life
Montana State University-Billings 2011 — 2011
Sociology
Institute of Children's Literature 2005 — 2007
Children's and Adolescent Literature
Salt Lake Community College 2001 — 2004
Associate of Science, General Studies
Alexander Chadwick Alexander Chadwick's Harris Williams & Co. Experience July 2012 - August 2014
Job Vice President, Private Equity at MainLine Investment Partners
Industry Venture Capital & Private Equity
Experience
MainLine Investment Partners August 2014 - Present
Emory Alternative Investments Network May 2008 - Present
Harris Williams & Co. July 2012 - August 2014
Harris Williams & Co. June 2009 - July 2012
Emory Center for Alternative Investments May 2008 - May 2009
Alternative Investments Group August 2007 - May 2009
Wachovia Securities June 2007 - August 2007
Senator DeWine 2006 - 2006
Skills
Private Equity, Alternative Investments, Valuation, Hedge Funds, Venture Capital
Education
Emory University - Goizueta Business School 2007 — 2009
BBA, Finance
American University 2006 — 2006
Washington Semester - Economic Policy Program
The College of Wooster 2005 — 2006
Economics and Philosophy
MainLine Investment Partners August 2014 - Present
Emory Alternative Investments Network May 2008 - Present
Harris Williams & Co. July 2012 - August 2014
Harris Williams & Co. June 2009 - July 2012
Emory Center for Alternative Investments May 2008 - May 2009
Alternative Investments Group August 2007 - May 2009
Wachovia Securities June 2007 - August 2007
Senator DeWine 2006 - 2006
Skills
Private Equity, Alternative Investments, Valuation, Hedge Funds, Venture Capital
Education
Emory University - Goizueta Business School 2007 — 2009
BBA, Finance
American University 2006 — 2006
Washington Semester - Economic Policy Program
The College of Wooster 2005 — 2006
Economics and Philosophy
Jennifer Bowles Jennifer Bowles's Harris Williams & Co. Experience May 2014 - Present
Job Marketing Administrative Assistant at Harris Williams & Co.
Industry Banking
Experience
Harris Williams & Co. May 2014 - Present
Williamsburg Police Department December 2012 - May 2013
Christopher Newport University August 2011 - January 2012
Skills
Sociology, Criminology, Psychology, Team Leadership, Music, Social Skills, Social Networking, Statistical Tools, Social Sciences, Critical Thinking, Time Management, Leadership, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Research, Teamwork, Facebook
Education
Christopher Newport University 2009 — 2013
Bachelor's Degree, Sociology: Criminology
Warwick High School 2005 — 2009
Harris Williams & Co. May 2014 - Present
Williamsburg Police Department December 2012 - May 2013
Christopher Newport University August 2011 - January 2012
Skills
Sociology, Criminology, Psychology, Team Leadership, Music, Social Skills, Social Networking, Statistical Tools, Social Sciences, Critical Thinking, Time Management, Leadership, Event Planning, Microsoft Office, PowerPoint, Public Speaking, Microsoft Word, Customer Service, Social Media, Microsoft Excel, Research, Teamwork, Facebook
Education
Christopher Newport University 2009 — 2013
Bachelor's Degree, Sociology: Criminology
Warwick High School 2005 — 2009
Vincent Bilms's Harris Williams & Co. Experience May 2011 - May 2011
Job Associate at Gryphon Investors
Industry Financial Services
Experience
Gryphon Investors August 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company, Inc. June 2011 - July 2012
Harris Williams & Co. May 2011 - May 2011
Fortress Investment Group, LLC. June 2010 - August 2010
Skills
Valuation, Bloomberg, Investment Banking, Mergers, Financial Modeling, Alternative Investments, Analysis, Finance
Education
Boston College 2008 — 2012
Bachelor of Science, Finance, Economics
Chaminade High School 2004 — 2008
Gryphon Investors August 2014 - Present
Jefferies & Company July 2012 - June 2014
Jefferies & Company, Inc. June 2011 - July 2012
Harris Williams & Co. May 2011 - May 2011
Fortress Investment Group, LLC. June 2010 - August 2010
Skills
Valuation, Bloomberg, Investment Banking, Mergers, Financial Modeling, Alternative Investments, Analysis, Finance
Education
Boston College 2008 — 2012
Bachelor of Science, Finance, Economics
Chaminade High School 2004 — 2008
Andrew Pharaoh's Harris Williams & Co. Experience June 2015 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
University of Alabama 2010 — 2014
Bachelor of Science, Accounting & Finance; Minor in Mathematics
Harris Williams & Co. June 2015 - Present
Education
Claremont McKenna College 2014 — 2015
Master's Degree, Finance
University of Alabama 2010 — 2014
Bachelor of Science, Accounting & Finance; Minor in Mathematics
Caroline O'Leary Caroline O'Leary's Harris Williams & Co. Experience 2007 - 2007
Job Senior Marketing Associate at Acadia Realty Trust
Industry Commercial Real Estate
Experience
Acadia Realty Trust November 2012 - Present
Fidelis Realty Partners March 2010 - July 2012
Bernstein Global Wealth Management March 2008 - March 2010
Harris Williams & Co. 2007 - 2007
Port Washington Properties 2006 - 2007
Skills
Real Estate, Microsoft Excel, Project Coordination, Strategic Planning, Microsoft Office, Customer Service, Contract Negotiation, PowerPoint, Team Building, Marketing, Leases, Real Estate Development, Corporate Real Estate, Project Management, Negotiation, Microsoft Word, Training, Commercial Real Estate, Retail, Shopping Centers
Education
Long Island University, C.W. Post Campus
BA
Acadia Realty Trust November 2012 - Present
Fidelis Realty Partners March 2010 - July 2012
Bernstein Global Wealth Management March 2008 - March 2010
Harris Williams & Co. 2007 - 2007
Port Washington Properties 2006 - 2007
Skills
Real Estate, Microsoft Excel, Project Coordination, Strategic Planning, Microsoft Office, Customer Service, Contract Negotiation, PowerPoint, Team Building, Marketing, Leases, Real Estate Development, Corporate Real Estate, Project Management, Negotiation, Microsoft Word, Training, Commercial Real Estate, Retail, Shopping Centers
Education
Long Island University, C.W. Post Campus
BA
Dan Bowles Dan Bowles's Harris Williams & Co. Experience June 2007 - July 2009
Job ACO Executive Director at Aledade, Inc.
Industry Hospital & Health Care
Experience
Aledade, Inc. June 2015 - Present
athenahealth May 2014 - August 2014
Charter Board Partners September 2010 - March 2014
Massachusetts Health Policy Commission June 2013 - August 2013
The Carlyle Group August 2009 - May 2012
Harris Williams & Co. June 2007 - July 2009
Wachovia Securities May 2006 - September 2006
Skills
Healthcare, Strategy, Public Policy, Finance, Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Analysis, Due Diligence, Nonprofits, Alumni Relations, Alumni Affairs, Fundraising, Financial Modeling, Mergers
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Policy
Randolph-Macon College 2003 — 2007
BA, Economics; BA, Political Science, Economics, Political Science
Aledade, Inc. June 2015 - Present
athenahealth May 2014 - August 2014
Charter Board Partners September 2010 - March 2014
Massachusetts Health Policy Commission June 2013 - August 2013
The Carlyle Group August 2009 - May 2012
Harris Williams & Co. June 2007 - July 2009
Wachovia Securities May 2006 - September 2006
Skills
Healthcare, Strategy, Public Policy, Finance, Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Analysis, Due Diligence, Nonprofits, Alumni Relations, Alumni Affairs, Fundraising, Financial Modeling, Mergers
Education
Harvard Business School 2012 — 2015
Master of Business Administration (MBA)
Harvard University Kennedy School of Government 2012 — 2015
Master of Public Policy
Randolph-Macon College 2003 — 2007
BA, Economics; BA, Political Science, Economics, Political Science
Benjamin Pettigrew's Harris Williams & Co. Experience July 2005 - October 2006
Job Chief Operating Officer & Managing Partner
Industry Venture Capital & Private Equity
Experience
Clearview Investments, Ltd. August 2010 - Present
Ennis-Flint November 2006 - May 2010
Harris Williams & Co. July 2005 - October 2006
J.P. Morgan June 2004 - August 2004
Clearview Investments, Ltd. August 2000 - March 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Due Diligence, Venture Capital, Mergers, Investment Banking, Investments, Corporate Finance, Financial Analysis, M&A experience, Acquisitions, Capital Raising, Private Placements, Strategic Planning, LBO, Equities, Divestitures, Capital Markets, Restructuring, Mergers & Acquisitions, Cross-Border M&A, Acquisition Integration, Strategy, Joint Ventures, Business Strategy, Entrepreneurship, Emerging Markets, Executive Management, Strategic Partnerships, Asset Management, Investor Relations, Real Estate
Education
University of Pennsylvania - The Lauder Institute 2003 — 2005
Master of Arts (M.A.)
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1999 — 2000
Master of Science (M.S.)
Harvard University 1993 — 1999
AB
Clearview Investments, Ltd. August 2010 - Present
Ennis-Flint November 2006 - May 2010
Harris Williams & Co. July 2005 - October 2006
J.P. Morgan June 2004 - August 2004
Clearview Investments, Ltd. August 2000 - March 2003
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Due Diligence, Venture Capital, Mergers, Investment Banking, Investments, Corporate Finance, Financial Analysis, M&A experience, Acquisitions, Capital Raising, Private Placements, Strategic Planning, LBO, Equities, Divestitures, Capital Markets, Restructuring, Mergers & Acquisitions, Cross-Border M&A, Acquisition Integration, Strategy, Joint Ventures, Business Strategy, Entrepreneurship, Emerging Markets, Executive Management, Strategic Partnerships, Asset Management, Investor Relations, Real Estate
Education
University of Pennsylvania - The Lauder Institute 2003 — 2005
Master of Arts (M.A.)
University of Pennsylvania - The Wharton School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1999 — 2000
Master of Science (M.S.)
Harvard University 1993 — 1999
AB
Nick Owens Nick Owens's Harris Williams & Co. Experience July 2015 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2015 - Present
Harris Williams & Co. September 2013 - July 2015
Credit Suisse April 2012 - September 2013
Huron Capital Partners June 2011 - August 2011
Credit Suisse July 2009 - July 2010
FINCA July 2009 - August 2009
Credit Suisse July 2006 - July 2009
Accenture June 2005 - August 2005
The Dow Chemical Company 2001 - 2002
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Strategic Thinking, Tax and Structuring
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Transaction Law, Entrepreneurship
ESADE Business School 2006 — 2006
Study Abroad
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA
Harris Williams & Co. July 2015 - Present
Harris Williams & Co. September 2013 - July 2015
Credit Suisse April 2012 - September 2013
Huron Capital Partners June 2011 - August 2011
Credit Suisse July 2009 - July 2010
FINCA July 2009 - August 2009
Credit Suisse July 2006 - July 2009
Accenture June 2005 - August 2005
The Dow Chemical Company 2001 - 2002
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers & Acquisitions, Due Diligence, Strategic Thinking, Tax and Structuring
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Transaction Law, Entrepreneurship
ESADE Business School 2006 — 2006
Study Abroad
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA
Rishi N. Reddy Rishi N. Reddy's Harris Williams & Co. Experience July 2009 - August 2010
Job Entrepreneur and MBA Candidate at the Wharton School
Industry Hospital & Health Care
Experience
Navigation Health October 2014 - Present
What's Next Ventures January 2014 - Present
Universal Updater LLC January 2013 - December 2013
DigiPath Solutions (Acquired September 2012) September 2010 - December 2012
Harris Williams & Co. July 2009 - August 2010
Skills
Entrepreneurship, Strategy, Strategic Planning, Business Planning, Mergers, Mergers & Acquisitions, Business Strategy, Executive Management, Investments, Marketing, Healthcare, Start-ups, Venture Capital, Investment Banking, Corporate Development, Private Equity, Business Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA, Entrepreneurship / Healthcare Management
Babson College 2005 — 2009
B.S. Management, International Business and Finance
London School of Economics and Political Science 2007 — 2008
International Finance
Navigation Health October 2014 - Present
What's Next Ventures January 2014 - Present
Universal Updater LLC January 2013 - December 2013
DigiPath Solutions (Acquired September 2012) September 2010 - December 2012
Harris Williams & Co. July 2009 - August 2010
Skills
Entrepreneurship, Strategy, Strategic Planning, Business Planning, Mergers, Mergers & Acquisitions, Business Strategy, Executive Management, Investments, Marketing, Healthcare, Start-ups, Venture Capital, Investment Banking, Corporate Development, Private Equity, Business Development
Education
University of Pennsylvania - The Wharton School 2014 — 2016
MBA, Entrepreneurship / Healthcare Management
Babson College 2005 — 2009
B.S. Management, International Business and Finance
London School of Economics and Political Science 2007 — 2008
International Finance
Mark Jacobson's Harris Williams & Co. Experience July 2012 - July 2014
Job Private Equity Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. July 2012 - July 2014
KeyBanc Capital Markets July 2011 - July 2012
Ocean Tomo June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business Administration
Zionsville Community High School 2002 — 2006
Academic Honors Diploma
Università Cattolica del Sacro Cuore
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. July 2012 - July 2014
KeyBanc Capital Markets July 2011 - July 2012
Ocean Tomo June 2010 - August 2010
Bank of America Merrill Lynch June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science in Business Administration
Zionsville Community High School 2002 — 2006
Academic Honors Diploma
Università Cattolica del Sacro Cuore
Patrick J. Hughes's Harris Williams & Co. Experience 2007 - 2009
Job Experienced Manager Corporate Advisory and Restructuring Services at Grant Thornton LLP
Industry Financial Services
Experience
Grant Thornton LLP March 2014 - Present
Phoenix Capital Resources 2009 - February 2014
Harris Williams & Co. 2007 - 2009
Skills
Restructuring, Investment Banking, Private Placements, Private Equity, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Valuation, Debt, Financial Analysis, Investments, Credit, Business Development, Research, Distressed M&A, Bankruptcy, Insolvency, Leveraged Finance, Strategic Planning, Refinance, Subordinated Debt, Mergers & Acquisitions, Business Valuation
Education
Boston College
M.S., Finance
Saint Joseph's University, Honors Program
B.A., Philosophy
The Prep
Diploma, Liberal Arts
Training the Street
Financial Modeling
Grant Thornton LLP March 2014 - Present
Phoenix Capital Resources 2009 - February 2014
Harris Williams & Co. 2007 - 2009
Skills
Restructuring, Investment Banking, Private Placements, Private Equity, Due Diligence, Mergers, Financial Modeling, Corporate Finance, Valuation, Debt, Financial Analysis, Investments, Credit, Business Development, Research, Distressed M&A, Bankruptcy, Insolvency, Leveraged Finance, Strategic Planning, Refinance, Subordinated Debt, Mergers & Acquisitions, Business Valuation
Education
Boston College
M.S., Finance
Saint Joseph's University, Honors Program
B.A., Philosophy
The Prep
Diploma, Liberal Arts
Training the Street
Financial Modeling
Will Boland Will Boland's Harris Williams & Co. Experience 2003 - 2005
Job Founder & CFO at CarLotz
Industry Retail
Experience
CarLotz April 2011 - Present
Orange Grove Fleet Solutions, LLC February 2014 - Present
MathScience Innovation Center August 2013 - Present
Sageworks, Inc. 2009 - April 2011
The Riverstone Group June 2008 - August 2008
Olympus Partners 2005 - 2007
Harris Williams & Co. 2003 - 2005
Skills
Private Equity, Due Diligence, Investments, Investment Banking, Mergers, Financial Modeling, Entrepreneurship, Business Strategy, Start-ups
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Virginia 1999 — 2003
BS, Commerce
CarLotz April 2011 - Present
Orange Grove Fleet Solutions, LLC February 2014 - Present
MathScience Innovation Center August 2013 - Present
Sageworks, Inc. 2009 - April 2011
The Riverstone Group June 2008 - August 2008
Olympus Partners 2005 - 2007
Harris Williams & Co. 2003 - 2005
Skills
Private Equity, Due Diligence, Investments, Investment Banking, Mergers, Financial Modeling, Entrepreneurship, Business Strategy, Start-ups
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Virginia 1999 — 2003
BS, Commerce
Ning Yang's Harris Williams & Co. Experience May 2013 - May 2013
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Annona Enterprises November 2013 - June 2014
Barclays Capital June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Silicon Valley Bank June 2012 - August 2012
Ebatco May 2009 - May 2012
Wells Fargo May 2011 - August 2011
TCF Bank May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Commercial Banking, Credit Analysis, PowerPoint, Mergers & Acquisitions, Financial Modeling, Healthcare, Private Equity, Strategy, Due Diligence, Investment Banking, Valuation, Cash Management
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (BBA)
Annona Enterprises November 2013 - June 2014
Barclays Capital June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Silicon Valley Bank June 2012 - August 2012
Ebatco May 2009 - May 2012
Wells Fargo May 2011 - August 2011
TCF Bank May 2010 - August 2010
Skills
Microsoft Excel, Financial Analysis, Commercial Banking, Credit Analysis, PowerPoint, Mergers & Acquisitions, Financial Modeling, Healthcare, Private Equity, Strategy, Due Diligence, Investment Banking, Valuation, Cash Management
Education
Emory University - Goizueta Business School 2011 — 2013
Bachelor of Business Administration (BBA)
Daniel Linsalata's Harris Williams & Co. Experience July 2012 - Present
Job Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. July 2012 - Present
Skills
Recapitalizations, Valuation, Financial Modeling, Restructuring, Strategic Financial..., Investment Banking, Mergers & Acquisitions, Financial Advisory, Financial Services, Capital Markets, Private Equity, Due Diligence, LBO, Corporate Development, Business Valuation
Education
Tuck School of Business at Dartmouth 2010 — 2012
MBA, with High Distinction - Edward Tuck Scholar
Dartmouth College 2003 — 2007
A.B.
University School (High School) 1999 — 2003
Harris Williams & Co. July 2012 - Present
Skills
Recapitalizations, Valuation, Financial Modeling, Restructuring, Strategic Financial..., Investment Banking, Mergers & Acquisitions, Financial Advisory, Financial Services, Capital Markets, Private Equity, Due Diligence, LBO, Corporate Development, Business Valuation
Education
Tuck School of Business at Dartmouth 2010 — 2012
MBA, with High Distinction - Edward Tuck Scholar
Dartmouth College 2003 — 2007
A.B.
University School (High School) 1999 — 2003
Julie Woodson, SPHR Julie Woodson, SPHR's Harris Williams & Co. Experience June 2014 - Present
Job Senior HR Manager at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2014 - Present
Altria Client Services September 2011 - May 2014
Philip Morris USA January 2011 - September 2011
Altria Client Services December 2007 - December 2010
Philip Morris USA September 2005 - December 2007
Philip Morris USA August 2003 - September 2005
M&T Bank May 1999 - November 2000
Skills
Compensation, Performance Management, Organizational Design, SPHR, Employer Branding, Talent Management, Human Resources, Training, Succession Planning, Employee Relations, Organizational..., Recruiting, SAP HR, Deferred Compensation, Personnel Management, Talent Acquisition, Change Management
Education
Cornell University 2001 — 2003
Masters, Industrial & Labor Relations
Vassar College 1995 — 1999
B.A., Economics
Harris Williams & Co. June 2014 - Present
Altria Client Services September 2011 - May 2014
Philip Morris USA January 2011 - September 2011
Altria Client Services December 2007 - December 2010
Philip Morris USA September 2005 - December 2007
Philip Morris USA August 2003 - September 2005
M&T Bank May 1999 - November 2000
Skills
Compensation, Performance Management, Organizational Design, SPHR, Employer Branding, Talent Management, Human Resources, Training, Succession Planning, Employee Relations, Organizational..., Recruiting, SAP HR, Deferred Compensation, Personnel Management, Talent Acquisition, Change Management
Education
Cornell University 2001 — 2003
Masters, Industrial & Labor Relations
Vassar College 1995 — 1999
B.A., Economics
Andrew Darling's Harris Williams & Co. Experience June 2014 - Present
Job Analyst at Harris Williams & Co.
Industry Banking
Experience
Harris Williams & Co. June 2014 - Present
GE Capital June 2013 - August 2013
Skills
Corporate Finance, Financial Modeling, Management Consulting, Quantitative Analytics, Entrepreneurship, Business Planning, Bloomberg, Leadership, Financial Analysis
Education
Babson College 2010 — 2014
Bachelor's of Science, Finance & Business Analytics, Cum Laude
Hirschi High School 2006 — 2010
IB Diploma Recipient
Harris Williams & Co. June 2014 - Present
GE Capital June 2013 - August 2013
Skills
Corporate Finance, Financial Modeling, Management Consulting, Quantitative Analytics, Entrepreneurship, Business Planning, Bloomberg, Leadership, Financial Analysis
Education
Babson College 2010 — 2014
Bachelor's of Science, Finance & Business Analytics, Cum Laude
Hirschi High School 2006 — 2010
IB Diploma Recipient
Spencer Hughes Spencer Hughes's Harris Williams & Co. Experience June 2012 - July 2014
Job Associate at RFE Investment Partners
Industry Venture Capital & Private Equity
Experience
RFE Investment Partners August 2014 - Present
Harris Williams & Co. June 2012 - July 2014
Babson College January 2012 - March 2012
Iron Mountain June 2011 - August 2011
Iron Mountain May 2010 - January 2011
Polo Ralph Lauren September 2009 - May 2010
Huron Capital Partners July 2008 - August 2008
Peninsula Capital Partners July 2008 - August 2008
Wind Point Partners June 2006 - July 2006
Skills
Business Strategy, Financial Analysis, Budgeting, Analysis, Excel, PowerPoint, Competitive Analysis, Market Research, Word, Process Improvement, Strategic Planning, Microsoft Office, Social Media Marketing, Retail, Team Building, Social Media, Financial Modeling, Business Analysis, Business Planning, SharePoint, Problem Solving, Entrepreneurship, Budgets, Microsoft Excel, Analytics, Leadership, Start-ups, Program Management, Forecasting, Due Diligence, Business Process..., Investments, Management, Valuation, Private Equity, Corporate Finance, Portfolio Management, Data Analysis, Equities, Capital IQ, Bloomberg, Finance, Investment Banking
Education
Babson College 2008 — 2012
Business Administration, Finance
University of Westminster 2011 — 2011
Grosse Pointe South High School 2004 — 2008
RFE Investment Partners August 2014 - Present
Harris Williams & Co. June 2012 - July 2014
Babson College January 2012 - March 2012
Iron Mountain June 2011 - August 2011
Iron Mountain May 2010 - January 2011
Polo Ralph Lauren September 2009 - May 2010
Huron Capital Partners July 2008 - August 2008
Peninsula Capital Partners July 2008 - August 2008
Wind Point Partners June 2006 - July 2006
Skills
Business Strategy, Financial Analysis, Budgeting, Analysis, Excel, PowerPoint, Competitive Analysis, Market Research, Word, Process Improvement, Strategic Planning, Microsoft Office, Social Media Marketing, Retail, Team Building, Social Media, Financial Modeling, Business Analysis, Business Planning, SharePoint, Problem Solving, Entrepreneurship, Budgets, Microsoft Excel, Analytics, Leadership, Start-ups, Program Management, Forecasting, Due Diligence, Business Process..., Investments, Management, Valuation, Private Equity, Corporate Finance, Portfolio Management, Data Analysis, Equities, Capital IQ, Bloomberg, Finance, Investment Banking
Education
Babson College 2008 — 2012
Business Administration, Finance
University of Westminster 2011 — 2011
Grosse Pointe South High School 2004 — 2008
Lucas Scholl Lucas Scholl's Harris Williams & Co. Experience May 2012 - July 2014
Job Private Equity Associate at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Comvest Partners August 2014 - Present
Harris Williams & Co. May 2012 - July 2014
Deloitte May 2011 - August 2011
Skills
Valuation, Mergers & Acquisitions, Management Consulting, Corporate Finance, Project Management, Financial Modeling, Analysis, Private Equity, Budgets, Investment Banking, Due Diligence, Finance, DCF, Portfolio Management
Education
Vanderbilt University 2008 — 2012
BA, Economics
International Baccalaureate 2004 — 2008
Myers Park High School
Comvest Partners August 2014 - Present
Harris Williams & Co. May 2012 - July 2014
Deloitte May 2011 - August 2011
Skills
Valuation, Mergers & Acquisitions, Management Consulting, Corporate Finance, Project Management, Financial Modeling, Analysis, Private Equity, Budgets, Investment Banking, Due Diligence, Finance, DCF, Portfolio Management
Education
Vanderbilt University 2008 — 2012
BA, Economics
International Baccalaureate 2004 — 2008
Myers Park High School
Stevie Toepke's Harris Williams & Co. Experience September 2007 - August 2011
Job Lead Consultant at The Frontier Project
Industry Management Consulting
Experience
The Frontier Project August 2012 - Present
MeadWestvaco August 2011 - August 2012
Harris Williams & Co. September 2007 - August 2011
Anthem 2006 - 2007
Anthem 2002 - 2006
Eli Lilly and Company 2000 - 2002
ASC Corporation 1997 - 2000
Education
Eastern Michigan University 1999 — 2002
MS, Organizational Development & HR
Peace College 1993 — 1997
BA, HR Management
The Frontier Project August 2012 - Present
MeadWestvaco August 2011 - August 2012
Harris Williams & Co. September 2007 - August 2011
Anthem 2006 - 2007
Anthem 2002 - 2006
Eli Lilly and Company 2000 - 2002
ASC Corporation 1997 - 2000
Education
Eastern Michigan University 1999 — 2002
MS, Organizational Development & HR
Peace College 1993 — 1997
BA, HR Management
Bayan Misaghi Bayan Misaghi's Harris Williams & Co. Experience May 2014 - June 2014
Job Analyst at Goldman Sachs, Securities Division
Industry Investment Banking
Experience
Goldman Sachs June 2014 - August 2014
Harris Williams & Co. May 2014 - June 2014
City of Chicago June 2013 - August 2013
Washington and Lee University January 2012 - May 2013
Skills
Persian, Bloomberg Terminal, Microsoft Office, Economics, Research, SPSS, Spanish, Data Analysis, Financial Modeling, Financial Analysis
Education
Washington and Lee University 2011 — 2015
Bachelor of Arts with Attainment in Commerce (B.A.C.) & Bachelor of Science (B.S.), Economics, Business Administration, Biology
Harvard 2010 — 2011
Molecular and Cellular Biology
George Washington High School
Goldman Sachs June 2014 - August 2014
Harris Williams & Co. May 2014 - June 2014
City of Chicago June 2013 - August 2013
Washington and Lee University January 2012 - May 2013
Skills
Persian, Bloomberg Terminal, Microsoft Office, Economics, Research, SPSS, Spanish, Data Analysis, Financial Modeling, Financial Analysis
Education
Washington and Lee University 2011 — 2015
Bachelor of Arts with Attainment in Commerce (B.A.C.) & Bachelor of Science (B.S.), Economics, Business Administration, Biology
Harvard 2010 — 2011
Molecular and Cellular Biology
George Washington High School
Oliver Brooks Oliver Brooks's Harris Williams & Co. Experience July 2012 - October 2013
Job Director of Strategy and Corporate Development at Martin Marietta Materials
Industry Building Materials
Experience
Martin Marietta Materials November 2013 - Present
Harris Williams & Co. July 2012 - October 2013
Cambridge Associates 2007 - 2010
Skills
Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Investments, Financial Modeling, Mergers & Acquisitions, Corporate Development, Data Analysis, Market Research, Venture Capital, Equities, Microsoft Excel, Marketing, Microsoft Office
Education
Harvard Business School 2010 — 2012
MBA
North Carolina State University - College of Management 2003 — 2007
B.S. Business Management - Finance, Minor: Spanish
Martin Marietta Materials November 2013 - Present
Harris Williams & Co. July 2012 - October 2013
Cambridge Associates 2007 - 2010
Skills
Valuation, Investment Banking, Private Equity, LBO, Due Diligence, Corporate Finance, Financial Analysis, Capital Markets, Investments, Financial Modeling, Mergers & Acquisitions, Corporate Development, Data Analysis, Market Research, Venture Capital, Equities, Microsoft Excel, Marketing, Microsoft Office
Education
Harvard Business School 2010 — 2012
MBA
North Carolina State University - College of Management 2003 — 2007
B.S. Business Management - Finance, Minor: Spanish
Carroll Lane Carroll Lane's Harris Williams & Co. Experience June 2007 - August 2007
Job Director, Customer Solutions & CSA at Pratt & Whitney
Industry Aviation & Aerospace
Experience
United Technologies - Pratt & Whitney April 2014 - Present
United Technologies September 2012 - April 2014
CSP Associates, Inc. January 2011 - September 2012
CSP Associates, Inc. 2009 - January 2011
Harris Williams & Co. June 2007 - August 2007
Textron October 2005 - July 2006
United States Marine Corps September 1997 - September 2005
Skills
Management Consulting, Mergers, Aviation, MS Excel expertise, Defense, Aerospace, Due Diligence, Government, Private Equity, Analysis, Business Development, Finance, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Planning, Venture Capital, Corporate Development, Valuation, Investment Banking, Competitive Analysis, Start-ups, Management
Education
Harvard Business School 2006 — 2008
MBA
Williams College 1993 — 1997
BA
United Technologies - Pratt & Whitney April 2014 - Present
United Technologies September 2012 - April 2014
CSP Associates, Inc. January 2011 - September 2012
CSP Associates, Inc. 2009 - January 2011
Harris Williams & Co. June 2007 - August 2007
Textron October 2005 - July 2006
United States Marine Corps September 1997 - September 2005
Skills
Management Consulting, Mergers, Aviation, MS Excel expertise, Defense, Aerospace, Due Diligence, Government, Private Equity, Analysis, Business Development, Finance, Mergers & Acquisitions, Business Strategy, Financial Modeling, Strategy, Strategic Planning, Venture Capital, Corporate Development, Valuation, Investment Banking, Competitive Analysis, Start-ups, Management
Education
Harvard Business School 2006 — 2008
MBA
Williams College 1993 — 1997
BA
Josh Garner Josh Garner's Harris Williams & Co. Experience June 2012 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Crystal Thomas Crystal Thomas's Harris Williams & Co. Experience May 2014 - June 2015
Job Church Administrator
Industry Religious Institutions
Experience
Temple of Judah Ministries June 2015 - Present
Harris Williams & Co. May 2014 - June 2015
Virginia Commonwealth University February 2008 - April 2013
RightMinds February 2006 - March 2007
VCU Brandcenter August 1998 - September 2004
Skills
Administration, CRM Databases, Program Coordination, Admissions, Event Planning, Recruiting, Customer Service, Community Outreach, Management, Training, Higher Education, Public Speaking, Student Affairs, Team Building, Office Administration, Microsoft Office, Spanish, Editing, Student Services
Education
James Madison University 1991 — 1995
BA, Psychology
Temple of Judah Ministries June 2015 - Present
Harris Williams & Co. May 2014 - June 2015
Virginia Commonwealth University February 2008 - April 2013
RightMinds February 2006 - March 2007
VCU Brandcenter August 1998 - September 2004
Skills
Administration, CRM Databases, Program Coordination, Admissions, Event Planning, Recruiting, Customer Service, Community Outreach, Management, Training, Higher Education, Public Speaking, Student Affairs, Team Building, Office Administration, Microsoft Office, Spanish, Editing, Student Services
Education
James Madison University 1991 — 1995
BA, Psychology
John Dickinson John Dickinson's Harris Williams & Co. Experience October 1994 - November 1998
Job Managing Director at Dickinson Williams & Co.
Industry Investment Banking
Experience
Dickinson Williams & Co. June 2011 - Present
Cobblestone Harris Williams November 1998 - June 2011
Harris Williams & Co. October 1994 - November 1998
Skills
Investment Banking, Business Development, Private Equity, Mergers, Equities, Capital Markets, Strategic Planning, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, LBO, Valuation, M&A experience, Private Placements, Due Diligence
Education
University of Virginia 1989 — 1991
MBA
Hampden-Sydney College 1979 — 1983
B.S., Mathematics
Stafford High School
Dickinson Williams & Co. June 2011 - Present
Cobblestone Harris Williams November 1998 - June 2011
Harris Williams & Co. October 1994 - November 1998
Skills
Investment Banking, Business Development, Private Equity, Mergers, Equities, Capital Markets, Strategic Planning, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Corporate Development, Venture Capital, LBO, Valuation, M&A experience, Private Placements, Due Diligence
Education
University of Virginia 1989 — 1991
MBA
Hampden-Sydney College 1979 — 1983
B.S., Mathematics
Stafford High School
Camille Ashley's Harris Williams & Co. Experience July 2012 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Harris Williams & Co. July 2012 - Present
Cowen and Company June 2011 - August 2011
Wachovia, A Wells Fargo Company February 2010 - June 2010
Wachovia, A Wells Fargo Company June 2007 - February 2010
UBS June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, LBO, Mergers, DCF, Investments, Mergers & Acquisitions, Fixed Income, Portfolio Management, Entrepreneurship, Venture Capital, Bloomberg, Emerging Markets, Business Valuation, M&A experience
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
MBA
Georgetown University 2003 — 2007
BSFS, magna cum laude, International Relations
St. Paul's School 1999 — 2003
magna cum laude
SYA Spain
Charlie Rossetti Charlie Rossetti's Harris Williams & Co. Experience June 2007 - July 2009
Job Vice President, Morgenthaler Private Equity
Industry Venture Capital & Private Equity
Experience
Morgenthaler June 2014 - Present
Incline Equity Partners May 2011 - May 2013
Morgenthaler July 2009 - May 2011
Harris Williams & Co. June 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
IE Business School 2014 — 2014
International Business Exchange Program
Bentley University 2003 — 2007
Bachelor's Degree, Computer Information Systems
Morgenthaler June 2014 - Present
Incline Equity Partners May 2011 - May 2013
Morgenthaler July 2009 - May 2011
Harris Williams & Co. June 2007 - July 2009
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
IE Business School 2014 — 2014
International Business Exchange Program
Bentley University 2003 — 2007
Bachelor's Degree, Computer Information Systems
Kristin Loscalzo Kristin Loscalzo's Harris Williams & Co. Experience November 2010 - March 2012
Job Project Manager/Administrative Support at Thomas J. Paul, Inc.
Industry Marketing and Advertising
Experience
Thomas J. Paul, Inc. April 2012 - Present
Harris Williams & Co. November 2010 - March 2012
Thomas J. Paul, Inc. October 2007 - July 2010
Thomas J. Paul, Inc. December 2004 - September 2007
Thomas J. Paul, Inc. June 2003 - November 2004
Thomas J. Paul, Inc. August 2002 - May 2003
Skills
CRM, Direct Mail, Direct Marketing, Marketing Communications, Marketing, Newsletters
Education
Florida State University 1998 — 2002
BS
Thomas J. Paul, Inc. April 2012 - Present
Harris Williams & Co. November 2010 - March 2012
Thomas J. Paul, Inc. October 2007 - July 2010
Thomas J. Paul, Inc. December 2004 - September 2007
Thomas J. Paul, Inc. June 2003 - November 2004
Thomas J. Paul, Inc. August 2002 - May 2003
Skills
CRM, Direct Mail, Direct Marketing, Marketing Communications, Marketing, Newsletters
Education
Florida State University 1998 — 2002
BS
David Dorfman David Dorfman's Harris Williams & Co. Experience February 2009 - January 2010
Job Vice President at Industrial Opportunity Partners, LLC
Industry Venture Capital & Private Equity
Experience
Industrial Opportunity Partners, LLC January 2010 - Present
Harris Williams & Co. February 2009 - January 2010
National City Capital Markets July 2007 - February 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration, Finance
Industrial Opportunity Partners, LLC January 2010 - Present
Harris Williams & Co. February 2009 - January 2010
National City Capital Markets July 2007 - February 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Venture Capital, Financial Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2015
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration, Finance
Eric Kim Eric Kim's Harris Williams & Co. Experience July 2008 - May 2011
Job Corporate Development & Strategy
Industry Consumer Electronics
Experience
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Logitech January 2013 - Present
Harris Williams & Co. July 2008 - May 2011
Point Judith Capital 2007 - 2007
Raymond James June 2003 - June 2006
UBS Investment Bank June 2002 - August 2002
Deutsche Bank June 2001 - August 2001
Skills
Financial Modeling, Investment Banking, Valuation, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Finance, M&A experience, LBO, Entrepreneurship, Emerging Markets, Due Diligence, Corporate Development, Equities, Capital Markets, Investments
Education
Harvard Business School 2006 — 2008
MBA
University of Chicago 1999 — 2003
BA, Economics
Phillips Academy 1995 — 1999
Jeff Zdanowicz Jeff Zdanowicz's Harris Williams & Co. Experience November 2014 - February 2015
Job Administrative & Research Professional
Industry Information Services
Experience
Littler Mendelson March 2015 - Present
Harris Williams & Co. November 2014 - February 2015
Sirva Mortgage July 2014 - November 2014
St. Vincent Charity Hospital October 2013 - March 2014
Cleveland Clinic August 2013 - September 2013
Invacare Corporation July 2012 - February 2013
CEC Combustion Safety April 2012 - July 2012
Safeguard Properties August 2011 - December 2011
Defense Finance and Accounting Service January 2010 - April 2010
Affiliated Computer Services, Learning Administration January 2008 - December 2008
Skills
Administrative..., Management, Customer Service, Social Networking, Fundraising, Access, Training, System Administration
Education
University of Michigan - School of Information 1990 — 1992
MILS, Information and Library Studies
Cleveland State University
Bachelor of Arts, History
Littler Mendelson March 2015 - Present
Harris Williams & Co. November 2014 - February 2015
Sirva Mortgage July 2014 - November 2014
St. Vincent Charity Hospital October 2013 - March 2014
Cleveland Clinic August 2013 - September 2013
Invacare Corporation July 2012 - February 2013
CEC Combustion Safety April 2012 - July 2012
Safeguard Properties August 2011 - December 2011
Defense Finance and Accounting Service January 2010 - April 2010
Affiliated Computer Services, Learning Administration January 2008 - December 2008
Skills
Administrative..., Management, Customer Service, Social Networking, Fundraising, Access, Training, System Administration
Education
University of Michigan - School of Information 1990 — 1992
MILS, Information and Library Studies
Cleveland State University
Bachelor of Arts, History
Peggy Roberts Peggy Roberts's Harris Williams & Co. Experience October 2002 - July 2004
Job Chief Operating Officer, Riverside Capital Appreciation Fund
Industry Venture Capital & Private Equity
Experience
The Riverside Company January 2011 - Present
The Riverside Company September 2005 - December 2010
The Riverside Company August 2004 - August 2005
Harris Williams & Co. October 2002 - July 2004
Robertson Stephens July 2001 - July 2002
Accenture July 1995 - July 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Georgetown University 1991 — 1995
Bachelor of Science, German
The Riverside Company January 2011 - Present
The Riverside Company September 2005 - December 2010
The Riverside Company August 2004 - August 2005
Harris Williams & Co. October 2002 - July 2004
Robertson Stephens July 2001 - July 2002
Accenture July 1995 - July 1999
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Georgetown University 1991 — 1995
Bachelor of Science, German
Phil Strazzulla Phil Strazzulla's Harris Williams & Co. Experience 2008 - 2009
Job Founder at LifeGuides.me Employee defined branding
Industry Internet
Experience
LifeGuides.me 2014 - Present
TaskRabbit June 2013 - August 2013
Bessemer Venture Partners 2010 - 2012
Family Equity Partners, LLC 2009 - 2010
Harris Williams & Co. 2008 - 2009
Liminal Group May 2006 - December 2006
William B. May Real Estate September 2005 - December 2005
US Securities and Exchange Commission May 2005 - August 2005
Skills
Venture Capital, Financial Modeling, Strategy, Valuation, Business Development, Equities, Investment Banking, Entrepreneurship, Mergers, Investments, Mergers & Acquisitions, SaaS, Finance, Start-ups, Corporate Development, Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
New York University 2004 — 2008
BS, Finance and International Business
LifeGuides.me 2014 - Present
TaskRabbit June 2013 - August 2013
Bessemer Venture Partners 2010 - 2012
Family Equity Partners, LLC 2009 - 2010
Harris Williams & Co. 2008 - 2009
Liminal Group May 2006 - December 2006
William B. May Real Estate September 2005 - December 2005
US Securities and Exchange Commission May 2005 - August 2005
Skills
Venture Capital, Financial Modeling, Strategy, Valuation, Business Development, Equities, Investment Banking, Entrepreneurship, Mergers, Investments, Mergers & Acquisitions, SaaS, Finance, Start-ups, Corporate Development, Management
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
New York University 2004 — 2008
BS, Finance and International Business
Patrick Nally Patrick Nally's Harris Williams & Co. Experience 2004 - 2006
Job Vice President at William Blair & Company
Industry Financial Services
Experience
William Blair & Company 2010 - Present
PepsiCo June 2009 - August 2009
Cortec Group 2006 - 2008
Harris Williams & Co. 2004 - 2006
Skills
Certified Public...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Accounting, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
BBA, Cum Laude, Accounting
William Blair & Company 2010 - Present
PepsiCo June 2009 - August 2009
Cortec Group 2006 - 2008
Harris Williams & Co. 2004 - 2006
Skills
Certified Public...
Education
Northwestern University - Kellogg School of Management 2008 — 2010
Master of Business Administration (MBA), Finance, Accounting, Management & Strategy, Marketing
University of Notre Dame 2000 — 2004
BBA, Cum Laude, Accounting
Chanel Andre's Harris Williams & Co. Experience June 2011 - August 2011
Job Associate at The CIM Group
Industry Venture Capital & Private Equity
Experience
The CIM Group September 2014 - Present
Long Wharf Real Estate Partners September 2012 - September 2014
Harris Williams & Co. June 2011 - August 2011
Education
Babson College 2008 — 2012
BS Magna Cum Laude; Finance, Economics with Distinction
The CIM Group September 2014 - Present
Long Wharf Real Estate Partners September 2012 - September 2014
Harris Williams & Co. June 2011 - August 2011
Education
Babson College 2008 — 2012
BS Magna Cum Laude; Finance, Economics with Distinction
Christopher Burnham, CFA's Harris Williams & Co. Experience April 2010 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. April 2010 - Present
FMI Capital Advisors 2008 - 2010
FBR 2006 - 2008
Branch Banking and Trust 2004 - 2006
Education
Lancaster University 2002 — 2003
MSc, Finance (Distinction)
East Carolina University 1998 — 2001
BSBA, Busines Finance (Magna Cum Laude)
Elon University 1997 — 1998
Business
Harris Williams & Co. April 2010 - Present
FMI Capital Advisors 2008 - 2010
FBR 2006 - 2008
Branch Banking and Trust 2004 - 2006
Education
Lancaster University 2002 — 2003
MSc, Finance (Distinction)
East Carolina University 1998 — 2001
BSBA, Busines Finance (Magna Cum Laude)
Elon University 1997 — 1998
Business
Tyler Dewing's Harris Williams & Co. Experience July 2006 - Present
Job
Industry Investment Banking
Experience
Harris Williams & Co. July 2006 - Present
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Venture Capital, Valuation, M&A experience, Financial Modeling, Private Placements, Corporate Development, Capital Markets, Corporate Finance, Business Valuation, Leveraged Finance
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Colby College 1995 — 1999
BA
Middlesex School 1991 — 1995
Harris Williams & Co. July 2006 - Present
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, LBO, Venture Capital, Valuation, M&A experience, Financial Modeling, Private Placements, Corporate Development, Capital Markets, Corporate Finance, Business Valuation, Leveraged Finance
Education
The Tuck School of Business at Dartmouth 2004 — 2006
MBA
Colby College 1995 — 1999
BA
Middlesex School 1991 — 1995
Marc McDonnell Marc McDonnell's Harris Williams & Co. Experience July 2006 - July 2008
Job Corporate Development at Microsoft
Industry
Experience
Microsoft August 2012 - Present
Morgenthaler August 2008 - September 2010
Harris Williams & Co. July 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Private Equity, Valuation, Investment Banking, Corporate Development, Contract Negotiation, Financial Analysis, Venture Capital, Corporate Finance, Due Diligence, M&A experience, Emerging Markets, Financial Modeling, Strategy
Education
Columbia Business School 2011 — 2012
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Winnacunnet High School 1998 — 2002
Microsoft August 2012 - Present
Morgenthaler August 2008 - September 2010
Harris Williams & Co. July 2006 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, Public Speaking, Budgets, Private Equity, Valuation, Investment Banking, Corporate Development, Contract Negotiation, Financial Analysis, Venture Capital, Corporate Finance, Due Diligence, M&A experience, Emerging Markets, Financial Modeling, Strategy
Education
Columbia Business School 2011 — 2012
Master of Business Administration (MBA)
Boston College - Carroll School of Management 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Winnacunnet High School 1998 — 2002
Tyler Biddix's Harris Williams & Co. Experience December 2009 - January 2010
Job MBA Candidate at Harvard Business School
Industry Investment Management
Experience
Bain Capital August 2013 - July 2015
J.P. Morgan July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Harris Williams & Co. December 2009 - January 2010
Skills
Valuation, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2007 — 2011
Commerce, Finance
Bain Capital August 2013 - July 2015
J.P. Morgan July 2011 - June 2013
J.P. Morgan June 2010 - August 2010
Harris Williams & Co. December 2009 - January 2010
Skills
Valuation, Financial Modeling
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia 2007 — 2011
Commerce, Finance
Peter Feer Peter Feer's Harris Williams & Co. Experience July 2004 - March 2007
Job Professionally Certified Executive Coach at MPF Coaching LLC
Industry Professional Training & Coaching
Experience
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
MPF Coaching LLC April 2010 - Present
St. Charles Capital, LLC April 2007 - September 2008
Harris Williams & Co. July 2004 - March 2007
KeyBanc Capital Markets January 2001 - July 2004
The Wallach Company, Inc. May 1991 - January 2001
Arista Records 1989 - 1990
Arthur D. Little 1988 - 1989
Salomon Brothers 1984 - 1986
Integrated Resources LLC (IRLLC) 1983 - 1984
Skills
Private Equity, Mergers, Investment Banking, Venture Capital, Corporate Development, Due Diligence, Corporate Finance, M&A experience, Valuation, Financial Modeling, Private Placements, Capital Raising, Growth Capital, Mergers & Acquisitions, Leadership Development, Strategy, Executive Coaching, Executive Management, Coaching, Start-ups, Leadership, Management, Finance, Entrepreneurship, Business Strategy, Restructuring, Management Consulting, Asset Management, Hedge Funds, Business Planning, Business Development, Investments
Education
Coaches Training Institute 2010 — 2011
Certified Professional Co-active Coach
The Tuck School of Business at Dartmouth 1986 — 1988
MBA, Business Administration
Dartmouth College 1978 — 1983
BA, History
Scarsdale High School 1974 — 1978
High School Diploma
Chris Nicholas Chris Nicholas's Harris Williams & Co. Experience July 2011 - August 2012
Job Vice President at Shields & Company
Industry Investment Banking
Experience
Shields & Company October 2012 - Present
Harris Williams & Co. July 2011 - August 2012
BirdDog Solutions June 2010 - August 2010
Shields & Company August 2007 - September 2009
Shields & Company July 2005 - August 2007
Morgan Stanley June 2004 - August 2004
Gearworks June 2001 - September 2001
Skills
Investment Banking, Valuation, Private Equity, LBO, Mergers & Acquisitions, DCF, Private Placements, Financial Modeling, M&A experience, Corporate Development, Due Diligence, Capital Markets, Capital IQ, Corporate Finance, Financial Analysis, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Shields & Company October 2012 - Present
Harris Williams & Co. July 2011 - August 2012
BirdDog Solutions June 2010 - August 2010
Shields & Company August 2007 - September 2009
Shields & Company July 2005 - August 2007
Morgan Stanley June 2004 - August 2004
Gearworks June 2001 - September 2001
Skills
Investment Banking, Valuation, Private Equity, LBO, Mergers & Acquisitions, DCF, Private Placements, Financial Modeling, M&A experience, Corporate Development, Due Diligence, Capital Markets, Capital IQ, Corporate Finance, Financial Analysis, Business Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Bucknell University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Caitlin Holmstrom's Harris Williams & Co. Experience 2012 - 2012
Job Project Coordinator at CompuCom
Industry
Experience
CompuCom April 2014 - Present
Target 2012 - 2014
Harris Williams & Co. 2012 - 2012
Benesyst 2009 - 2011
Office Team 2009 - 2009
YWCA of Minneapolis 2008 - 2009
United Parcel Service 2003 - 2007
Skills
Training, Accounts Payable, Invoicing, Interviews, Human Resources, Troubleshooting, Employee Relations, Data Entry, System Administration, Management, Microsoft Office, Microsoft Excel, Social Media, Outlook, PowerPoint, Employee Benefits, Research, Customer Service, Microsoft Word, Project Management, Administration, Data Analysis, Data Management, Access, Process Improvement, SharePoint, Vendor Management, CRM, Databases, Corporate Security, SAP, MicroStrategy Reporting, Maximo, Recruiting
Education
Anthem College-Minnesota 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Massage Therapy/Therapeutic Massage
CompuCom April 2014 - Present
Target 2012 - 2014
Harris Williams & Co. 2012 - 2012
Benesyst 2009 - 2011
Office Team 2009 - 2009
YWCA of Minneapolis 2008 - 2009
United Parcel Service 2003 - 2007
Skills
Training, Accounts Payable, Invoicing, Interviews, Human Resources, Troubleshooting, Employee Relations, Data Entry, System Administration, Management, Microsoft Office, Microsoft Excel, Social Media, Outlook, PowerPoint, Employee Benefits, Research, Customer Service, Microsoft Word, Project Management, Administration, Data Analysis, Data Management, Access, Process Improvement, SharePoint, Vendor Management, CRM, Databases, Corporate Security, SAP, MicroStrategy Reporting, Maximo, Recruiting
Education
Anthem College-Minnesota 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Massage Therapy/Therapeutic Massage
Jay Longosz Jay Longosz's Harris Williams & Co. Experience June 2009 - July 2011
Job Columbia Business School MBA Candidate '16
Industry Investment Management
Experience
OMERS Private Equity July 2011 - August 2014
Harris Williams & Co. June 2009 - July 2011
Skills
Private Equity, Financial Modeling, LBO, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Washington and Lee University 2005 — 2009
Bachelor's Degree
OMERS Private Equity July 2011 - August 2014
Harris Williams & Co. June 2009 - July 2011
Skills
Private Equity, Financial Modeling, LBO, Investment Banking, Valuation
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Washington and Lee University 2005 — 2009
Bachelor's Degree
Maxwell Vaughan Maxwell Vaughan's Harris Williams & Co. Experience June 2011 - Present
Job Associate at Marlin Equity Partners
Industry Financial Services
Experience
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. June 2011 - Present
Master's Program in Finance and Economics at Claremont McKenna College August 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Placements, Finance
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Pontificia Universidad Católica de Chile 2007 — 2008
Economics
University of California, San Diego 2004 — 2008
B.A., Economics
Charter Financial Analyst Program
Level 2 Candidate
Marlin Equity Partners August 2014 - Present
Harris Williams & Co. June 2011 - Present
Master's Program in Finance and Economics at Claremont McKenna College August 2010 - June 2011
Merrill Lynch June 2010 - August 2010
Skills
Financial Modeling, Investments, Mergers & Acquisitions, Financial Analysis, Due Diligence, Private Placements, Finance
Education
Claremont McKenna College 2010 — 2011
Masters, Finance
Pontificia Universidad Católica de Chile 2007 — 2008
Economics
University of California, San Diego 2004 — 2008
B.A., Economics
Charter Financial Analyst Program
Level 2 Candidate
Walker Dales's Harris Williams & Co. Experience November 2014 - Present
Job Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. November 2014 - Present
Fusion Capital June 2014 - September 2014
Jacana Partners June 2013 - December 2013
TUDOR INVESTMENT CORPORATION June 2007 - June 2012
AeroEquity Partners, LLC 2005 - 2006
Skills
Portfolio Management, Private Equity, Venture Capital, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Project Management, Finance, Strategy, Microsoft Excel, Hedge Funds, Financial Markets, Bloomberg, Trading, Microsoft Office, Business Strategy, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Business Analysis
Education
London Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Virginia 2004 — 2008
Bachelor of Science in Commerce, Finance and Accounting
Harris Williams & Co. November 2014 - Present
Fusion Capital June 2014 - September 2014
Jacana Partners June 2013 - December 2013
TUDOR INVESTMENT CORPORATION June 2007 - June 2012
AeroEquity Partners, LLC 2005 - 2006
Skills
Portfolio Management, Private Equity, Venture Capital, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Project Management, Finance, Strategy, Microsoft Excel, Hedge Funds, Financial Markets, Bloomberg, Trading, Microsoft Office, Business Strategy, Corporate Finance, Strategic Planning, Mergers & Acquisitions, Business Analysis
Education
London Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Virginia 2004 — 2008
Bachelor of Science in Commerce, Finance and Accounting
Rachel Hannon's Harris Williams & Co. Experience 2006 - 2007
Job Director of Business Development at Summit Park
Industry Venture Capital & Private Equity
Experience
Summit Park, LLC April 2014 - Present
Clark Wolf Company 2012 - 2013
Orrick, Herrington & Sutcliffe LLP 2007 - 2011
Harris Williams & Co. 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Hospitality, Valuation, Private Equity, Food, Data Analysis, Strategy, Due Diligence, Research, Mergers & Acquisitions
Education
Washington and Lee University 2002 — 2006
Politics, Political Science, Business, Art
New York University 2012 — 2013
Master of Arts (M.A.), Food Studies / Food Systems
Bauman College 2010 — 2011
Natural Chef, Holistic Nutrition and Culinary Arts
Summit Park, LLC April 2014 - Present
Clark Wolf Company 2012 - 2013
Orrick, Herrington & Sutcliffe LLP 2007 - 2011
Harris Williams & Co. 2006 - 2007
Skills
Financial Modeling, Financial Analysis, Finance, Hospitality, Valuation, Private Equity, Food, Data Analysis, Strategy, Due Diligence, Research, Mergers & Acquisitions
Education
Washington and Lee University 2002 — 2006
Politics, Political Science, Business, Art
New York University 2012 — 2013
Master of Arts (M.A.), Food Studies / Food Systems
Bauman College 2010 — 2011
Natural Chef, Holistic Nutrition and Culinary Arts
Juliann Rienecker's Harris Williams & Co. Experience June 2015 - August 2015
Job MBA Candidate, UNC KenanFlagler Business School
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - August 2015
Morgan Stanley September 2011 - June 2014
The Depository Trust and Clearing Corporation June 2011 - September 2011
Commonwealth of Virginia June 2010 - July 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Cornell University 2007 — 2011
BA, Economics
Harris Williams & Co. June 2015 - August 2015
Morgan Stanley September 2011 - June 2014
The Depository Trust and Clearing Corporation June 2011 - September 2011
Commonwealth of Virginia June 2010 - July 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Cornell University 2007 — 2011
BA, Economics
Caitlin Vorlicek's Harris Williams & Co. Experience June 2014 - Present
Job Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Colby College September 2012 - May 2014
Harris Williams & Co. June 2013 - August 2013
Colby College June 2012 - May 2013
Colby College September 2011 - May 2012
HarbourVest Partners June 2009 - August 2011
Rancatore's Ice Cream August 2008 - August 2011
Skills
Data Analysis, Spanish, Microsoft Excel, Economics, Financial Modeling, Stata, PowerPoint, Quantitative Analytics, Microsoft Office, Market Research, Financial Analysis, Microsoft Word
Education
Colby College 2010 — 2014
Bachelor of Science (B.S.), Economics
Dana Hall School 2006 — 2010
Harris Williams & Co. June 2014 - Present
Colby College September 2012 - May 2014
Harris Williams & Co. June 2013 - August 2013
Colby College June 2012 - May 2013
Colby College September 2011 - May 2012
HarbourVest Partners June 2009 - August 2011
Rancatore's Ice Cream August 2008 - August 2011
Skills
Data Analysis, Spanish, Microsoft Excel, Economics, Financial Modeling, Stata, PowerPoint, Quantitative Analytics, Microsoft Office, Market Research, Financial Analysis, Microsoft Word
Education
Colby College 2010 — 2014
Bachelor of Science (B.S.), Economics
Dana Hall School 2006 — 2010
Carl Menzel Carl Menzel's Harris Williams & Co. Experience July 2014 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Harris Williams & Co. July 2014 - Present
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2012
MBA
Wake Forest University School of Law 2008 — 2012
JD
Cornell University 2003 — 2007
BA, Government, Economics
Harris Williams & Co. July 2014 - Present
Education
Wake Forest University - Babcock Graduate School of Management 2008 — 2012
MBA
Wake Forest University School of Law 2008 — 2012
JD
Cornell University 2003 — 2007
BA, Government, Economics
Wilkie Catron's Harris Williams & Co. Experience 2004 - 2006
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2013 - Present
Morgan Stanley 2010 - 2013
The Blackstone Group 2008 - 2010
Greenhill & Co. 2007 - 2007
Harris Williams & Co. 2004 - 2006
Skills
Capital Markets, Equities, Private Equity, Venture Capital, LBO
Education
Harvard Business School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Virginia 1997 — 2000
Bachelor of Arts, Economics, Political & Social Thought
Credit Suisse 2013 - Present
Morgan Stanley 2010 - 2013
The Blackstone Group 2008 - 2010
Greenhill & Co. 2007 - 2007
Harris Williams & Co. 2004 - 2006
Skills
Capital Markets, Equities, Private Equity, Venture Capital, LBO
Education
Harvard Business School 2006 — 2008
Master of Business Administration (M.B.A.)
University of Virginia 1997 — 2000
Bachelor of Arts, Economics, Political & Social Thought
Lindsey Crumbaugh's Harris Williams & Co. Experience July 2005 - July 2007
Job Vice President, Strategy & Development at Sama Group
Industry International Trade and Development
Experience
Sama Group April 2015 - Present
Sama Group November 2013 - April 2015
Social Finance, Inc. June 2012 - August 2012
Clinton Health Access Initiative April 2009 - June 2011
AIG Vantage Capital August 2007 - April 2009
Harris Williams & Co. July 2005 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Financial Analysis, Emerging Markets, Strategy, Data Analysis, Corporate Development, Economics, Social Entrepreneurship, Entrepreneurship, Strategic Consulting, Competitive Analysis
Education
Harvard Business School 2011 — 2013
Cornell University 2001 — 2005
BS, Applied Economics & Management
Sama Group April 2015 - Present
Sama Group November 2013 - April 2015
Social Finance, Inc. June 2012 - August 2012
Clinton Health Access Initiative April 2009 - June 2011
AIG Vantage Capital August 2007 - April 2009
Harris Williams & Co. July 2005 - July 2007
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Venture Capital, Financial Analysis, Emerging Markets, Strategy, Data Analysis, Corporate Development, Economics, Social Entrepreneurship, Entrepreneurship, Strategic Consulting, Competitive Analysis
Education
Harvard Business School 2011 — 2013
Cornell University 2001 — 2005
BS, Applied Economics & Management
Charles Andersen Charles Andersen's Harris Williams & Co. Experience June 2013 - August 2013
Job New Holland Agriculture & Construction
Industry Venture Capital & Private Equity
Experience
New Holland Agriculture June 2014 - Present
Harris Williams & Co. June 2013 - August 2013
Maxlite October 2010 - May 2012
Black Coral Capital July 2010 - October 2010
GMO Renewable Resources LLC June 2009 - August 2009
Noble Environmental Power July 2008 - August 2008
Charlestown Farm January 2001 - December 2006
Broadwater Farm January 2001 - December 2006
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Amherst College 2006 — 2010
BA, Geology and Political Science
New Holland Agriculture June 2014 - Present
Harris Williams & Co. June 2013 - August 2013
Maxlite October 2010 - May 2012
Black Coral Capital July 2010 - October 2010
GMO Renewable Resources LLC June 2009 - August 2009
Noble Environmental Power July 2008 - August 2008
Charlestown Farm January 2001 - December 2006
Broadwater Farm January 2001 - December 2006
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Amherst College 2006 — 2010
BA, Geology and Political Science
Priyanka Naithani Priyanka Naithani's Harris Williams & Co. Experience 2010 - Present
Job Vice President at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. 2010 - Present
MIT Sloan School of Management 2008 - 2010
Vela Systems June 2009 - August 2009
VoxVue Corporation 2002 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Strategy, Entrepreneurship, Due Diligence, Financial Modeling, Business Intelligence, Valuation, Business Strategy, Corporate Finance, Software Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Texas A&M University
M.S.
Indian Institute of Technology, Roorkee
B.S.
Harris Williams & Co. 2010 - Present
MIT Sloan School of Management 2008 - 2010
Vela Systems June 2009 - August 2009
VoxVue Corporation 2002 - 2008
Skills
Mergers & Acquisitions, Investment Banking, Venture Capital, Private Equity, Strategy, Entrepreneurship, Due Diligence, Financial Modeling, Business Intelligence, Valuation, Business Strategy, Corporate Finance, Software Development
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Texas A&M University
M.S.
Indian Institute of Technology, Roorkee
B.S.
Brandt Carr Brandt Carr's Harris Williams & Co. Experience June 2013 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2013 - Present
Harris Williams & Co. June 2012 - August 2012
UBP Asset Management June 2009 - July 2011
Citi July 2007 - June 2009
Houlihan Lokey May 2006 - July 2007
Skills
Financial Modeling, Valuation, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Investments, Equities, Asset Managment, Fixed Income, Equity Research, LBO, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance, Investment Management
Georgetown University 2001 — 2005
BA, Political Economy
London School of Economics and Political Science 2003 — 2004
General Course, Economic History
Harris Williams & Co. June 2013 - Present
Harris Williams & Co. June 2012 - August 2012
UBP Asset Management June 2009 - July 2011
Citi July 2007 - June 2009
Houlihan Lokey May 2006 - July 2007
Skills
Financial Modeling, Valuation, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Investments, Equities, Asset Managment, Fixed Income, Equity Research, LBO, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance, Investment Management
Georgetown University 2001 — 2005
BA, Political Economy
London School of Economics and Political Science 2003 — 2004
General Course, Economic History
Corey Benjamin, CFA Corey Benjamin, CFA's Harris Williams & Co. Experience June 2010 - Present
Job Investment Banking Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Harris Williams & Co. June 2010 - Present
BB&T Capital Markets 2007 - March 2010
Circuit City Stores, Inc. January 2006 - March 2007
Morgan Stanley March 2004 - January 2006
Bear Stearns July 2001 - February 2004
Skills
Mergers & Acquisitions, Firm Valuation, Equity Research, Financial Modeling, Investment Banking, Corporate Finance, Private Equity, Due Diligence, LBO, Financial Analysis, Corporate Development, Equities, Investments, Capital Markets, DCF, Hedge Funds, Business Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA
University of Virginia 1997 — 2001
Bachelor of Arts, Economics and Government
Brooks M. Hopple Brooks M. Hopple's Harris Williams & Co. Experience June 2014 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Harris Williams & Co. June 2013 - August 2013
Jordan Edmiston Group April 2012 - July 2012
KPMG Advisory April 2010 - May 2012
Auriemma Consulting Group May 2008 - April 2010
Shenkman Capital Management September 2007 - May 2008
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Colgate University 2004 — 2007
University of St. Andrews 2003 — 2004
Finance, International Relations, Management
Deerfield Academy 2000 — 2003
Harris Williams & Co. June 2014 - Present
Harris Williams & Co. June 2013 - August 2013
Jordan Edmiston Group April 2012 - July 2012
KPMG Advisory April 2010 - May 2012
Auriemma Consulting Group May 2008 - April 2010
Shenkman Capital Management September 2007 - May 2008
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Colgate University 2004 — 2007
University of St. Andrews 2003 — 2004
Finance, International Relations, Management
Deerfield Academy 2000 — 2003
Brad O'Dell Brad O'Dell's Harris Williams & Co. Experience 2000 - 2002
Job Vice President at Prospect Partners, LLC
Industry Venture Capital & Private Equity
Experience
Prospect Partners, LLC January 2009 - Present
Silver Oak Services Partners 2005 - 2008
W.R. Huff Asset Management June 2005 - August 2005
Wills Stein & Partners 2002 - 2004
Harris Williams & Co. 2000 - 2002
Skills
Private Equity, Buyouts
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
University of Richmond 1996 — 2000
Prospect Partners, LLC January 2009 - Present
Silver Oak Services Partners 2005 - 2008
W.R. Huff Asset Management June 2005 - August 2005
Wills Stein & Partners 2002 - 2004
Harris Williams & Co. 2000 - 2002
Skills
Private Equity, Buyouts
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA
University of Richmond 1996 — 2000
Phil Ivey Phil Ivey's Harris Williams & Co. Experience 2002 - 2009
Job Crofton Capital, LLC
Industry Venture Capital & Private Equity
Experience
Crofton Capital, LLC 2009 - Present
Harris Williams & Co. 2002 - 2009
Tucker Anthony 1994 - 2001
KPMG Consulting 1989 - 1992
UBS Securities 1988 - 1989
Skills
Buyouts, Private Equity/Venture..., Private Equity Funding, Private Equity Firms, Company Acquisitions, M&A experience, Private Equity, Recapitalizations, Carve-outs, Strategic Planning, Business Strategy, Business Analysis, Corporate Development, Acquisitions, Private Placements, Start-ups, LBO, Valuation, Executive Management, Capital, Mergers & Acquisitions, Management, Venture Capital, Restructuring, Strategy, Mergers, Equities, Investment Banking, Business Valuation, Corporate Finance, Divestitures, Investments, Financial Services, IPO, Due Diligence, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
University of Bristol 1985 — 1988
BS, Mathematics
Crofton Capital, LLC 2009 - Present
Harris Williams & Co. 2002 - 2009
Tucker Anthony 1994 - 2001
KPMG Consulting 1989 - 1992
UBS Securities 1988 - 1989
Skills
Buyouts, Private Equity/Venture..., Private Equity Funding, Private Equity Firms, Company Acquisitions, M&A experience, Private Equity, Recapitalizations, Carve-outs, Strategic Planning, Business Strategy, Business Analysis, Corporate Development, Acquisitions, Private Placements, Start-ups, LBO, Valuation, Executive Management, Capital, Mergers & Acquisitions, Management, Venture Capital, Restructuring, Strategy, Mergers, Equities, Investment Banking, Business Valuation, Corporate Finance, Divestitures, Investments, Financial Services, IPO, Due Diligence, Leveraged Finance
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA
University of Bristol 1985 — 1988
BS, Mathematics
Brian Wirtz Brian Wirtz's Harris Williams & Co. Experience June 2011 - July 2013
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2014 - Present
Credit Suisse August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Cowen and Company January 2010 - May 2011
Geisinger Ventures May 2009 - August 2009
Bright, LLC June 2006 - August 2008
U.S. Army May 2004 - May 2006
U.S. Army March 2002 - February 2004
United States Pentagon June 2000 - August 2000
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, Capital Markets, Financial Analysis, M&A execution, Due Diligence, Mergers & Acquisitions, Strategy, FinTech, Internet & Digital Media, Technology, Media, and..., Debt, Private Placements, Finance, M&A experience, LBO, IPO, Analysis, Corporate Development, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
MBA, Accounting, Finance
Wentworth Military Academy/University of Central Missouri 1997 — 2001
Bachelor Of Science In Business Administration, Business Administration
Credit Suisse January 2014 - Present
Credit Suisse August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Cowen and Company January 2010 - May 2011
Geisinger Ventures May 2009 - August 2009
Bright, LLC June 2006 - August 2008
U.S. Army May 2004 - May 2006
U.S. Army March 2002 - February 2004
United States Pentagon June 2000 - August 2000
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Mergers, Capital Markets, Financial Analysis, M&A execution, Due Diligence, Mergers & Acquisitions, Strategy, FinTech, Internet & Digital Media, Technology, Media, and..., Debt, Private Placements, Finance, M&A experience, LBO, IPO, Analysis, Corporate Development, Private Equity
Education
Carnegie Mellon University - Tepper School of Business 2007 — 2010
MBA, Accounting, Finance
Wentworth Military Academy/University of Central Missouri 1997 — 2001
Bachelor Of Science In Business Administration, Business Administration
Scott Reinig, CFA Scott Reinig, CFA's Harris Williams & Co. Experience June 2013 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2013 - Present
PCG Asset Management January 2006 - November 2011
Lehman Brothers 2004 - 2005
Skills
Investments, Private Equity, Portfolio Management, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Services, Corporate Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Harris Williams & Co. June 2013 - Present
PCG Asset Management January 2006 - November 2011
Lehman Brothers 2004 - 2005
Skills
Investments, Private Equity, Portfolio Management, Mergers & Acquisitions, Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Services, Corporate Finance
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Cornell University 2000 — 2004
BS, Applied Economics and Management
Christopher McMullan Christopher McMullan's Harris Williams & Co. Experience June 2012 - July 2013
Job Associate at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Capital August 2015 - Present
Summit Partners July 2013 - July 2015
Harris Williams & Co. June 2012 - July 2013
Industry Ventures January 2012 - April 2012
Credit Suisse June 2011 - August 2011
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
B.S., Business Finance, Art History - Dean's List, President's List
Universidade Nova de Lisboa 2009 — 2009
General Education, Portuguese Language
TPG Capital August 2015 - Present
Summit Partners July 2013 - July 2015
Harris Williams & Co. June 2012 - July 2013
Industry Ventures January 2012 - April 2012
Credit Suisse June 2011 - August 2011
Education
California Polytechnic State University-San Luis Obispo 2007 — 2011
B.S., Business Finance, Art History - Dean's List, President's List
Universidade Nova de Lisboa 2009 — 2009
General Education, Portuguese Language
Denis Terpanov's Harris Williams & Co. Experience May 2011 - May 2011
Job MBA Candidate, Class of 2016 at Cambridge Judge Business School
Industry Financial Services
Experience
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
Katherine Began's Harris Williams & Co. Experience June 2015 - Present
Job Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
Babson College January 2013 - May 2014
The Riverside Company May 2013 - August 2013
Liberty Mutual Insurance June 2013 - June 2013
Cedar Brook Financial Services May 2012 - August 2012
Polycase, Inc. March 2006 - August 2012
Skills
Leadership, Entrepreneurship, Microsoft Excel, Financial Analysis, Strategy, Microsoft Office, Data Analysis, PowerPoint, Management, Analysis, Finance, Social Media, Market Research, Business Strategy, Valuation, Microsoft Word, Economics, Private Equity, Program Management, Customer Service, Financial Markets, Bloomberg, Financial Modeling, Minitab, Statistical Modeling..., Baseball
Education
Babson College 2011 — 2015
Bachelor’s Degree, Business Administration; Finance and Computational and Mathematical Finance, GPA Cumulative: 3.9/4.0 Concentration: 4.0/4.0
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
Babson College January 2013 - May 2014
The Riverside Company May 2013 - August 2013
Liberty Mutual Insurance June 2013 - June 2013
Cedar Brook Financial Services May 2012 - August 2012
Polycase, Inc. March 2006 - August 2012
Skills
Leadership, Entrepreneurship, Microsoft Excel, Financial Analysis, Strategy, Microsoft Office, Data Analysis, PowerPoint, Management, Analysis, Finance, Social Media, Market Research, Business Strategy, Valuation, Microsoft Word, Economics, Private Equity, Program Management, Customer Service, Financial Markets, Bloomberg, Financial Modeling, Minitab, Statistical Modeling..., Baseball
Education
Babson College 2011 — 2015
Bachelor’s Degree, Business Administration; Finance and Computational and Mathematical Finance, GPA Cumulative: 3.9/4.0 Concentration: 4.0/4.0
Thomas Lee Rice Thomas Lee Rice's Harris Williams & Co. Experience June 2015 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - Present
MFS Investment Management June 2014 - August 2014
PartnerMD May 2012 - August 2013
Q Barbeque May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Finance, Data Analysis, Python, Leadership
Education
The College of William and Mary - The Mason School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (BBA), Finance
Harris Williams & Co. June 2015 - Present
MFS Investment Management June 2014 - August 2014
PartnerMD May 2012 - August 2013
Q Barbeque May 2011 - August 2011
Skills
Microsoft Excel, Financial Modeling, Valuation, Bloomberg Terminal, PowerPoint, Finance, Data Analysis, Python, Leadership
Education
The College of William and Mary - The Mason School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Budapesti Corvinus Egyetem 2013 — 2013
Bachelor of Business Administration (BBA), Finance
Chris Smalley Chris Smalley's Harris Williams & Co. Experience May 2014 - May 2014
Job Financial Analyst at SunTrust Robinson Humphrey
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2015 - Present
McIntire School of Commerce June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
University Directories May 2013 - August 2013
Shenandoah University Financial Aid Office June 2012 - August 2012
Skills
Close Attention to..., Analytical Skills, Charismatic Leadership, Time Management, Creativity, Relationship Management, Intellectually Curious, Highly personable, Efficiency, Cold Calling, Sales, Market Research, Facebook, PowerPoint, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Social Media
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
University of Virginia 2011 — 2015
Bachelor of Commerce (BCom), Finance, General
SunTrust Robinson Humphrey June 2015 - Present
McIntire School of Commerce June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
University Directories May 2013 - August 2013
Shenandoah University Financial Aid Office June 2012 - August 2012
Skills
Close Attention to..., Analytical Skills, Charismatic Leadership, Time Management, Creativity, Relationship Management, Intellectually Curious, Highly personable, Efficiency, Cold Calling, Sales, Market Research, Facebook, PowerPoint, Teamwork, Microsoft Excel, Social Networking, Microsoft Word, Social Media
Education
McIntire School of Commerce 2013 — 2015
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
University of Virginia 2011 — 2015
Bachelor of Commerce (BCom), Finance, General
Malcolm (Jack) McDowell's Harris Williams & Co. Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. August 2015 - Present
PwC Consulting June 2015 - August 2015
Skills
Social Media, Microsoft Office, Public Speaking, Research, PowerPoint, Event Planning, Microsoft Excel, Teamwork, Editing, Microsoft Word, Fundraising, Customer Service, Leadership, Facebook, Economics
Education
Davidson College 2012 — 2016
Bachelor of Arts, English
University of Sydney
Semester Abroad- Direct Enrollment
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
St. Christopher's School- Richmond, VA 1999 — 2012
High School Degree
Harris Williams & Co. August 2015 - Present
PwC Consulting June 2015 - August 2015
Skills
Social Media, Microsoft Office, Public Speaking, Research, PowerPoint, Event Planning, Microsoft Excel, Teamwork, Editing, Microsoft Word, Fundraising, Customer Service, Leadership, Facebook, Economics
Education
Davidson College 2012 — 2016
Bachelor of Arts, English
University of Sydney
Semester Abroad- Direct Enrollment
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
St. Christopher's School- Richmond, VA 1999 — 2012
High School Degree
Christina Pluta's Harris Williams & Co. Experience June 2014 - August 2014
Job Senior Venture Capital Associate at Providence Ventures
Industry Venture Capital & Private Equity
Experience
Providence Health & Services June 2015 - Present
Adaptive Biotechnologies Corp. November 2014 - December 2014
Harris Williams & Co. June 2014 - August 2014
Columbia Management February 2012 - July 2013
Columbia Management September 2010 - January 2012
RBC Capital Markets February 2009 - March 2010
Putnam Investments January 2008 - February 2009
Putnam Investments November 2005 - January 2008
Skills
M&A experience, Equity Research, Equities, Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Analysis, Bloomberg, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Capital Markets, Securities, Series 63, Series 7
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2001 — 2005
Bachelor's Degree, Cellular & Molecular Biology
Providence Health & Services June 2015 - Present
Adaptive Biotechnologies Corp. November 2014 - December 2014
Harris Williams & Co. June 2014 - August 2014
Columbia Management February 2012 - July 2013
Columbia Management September 2010 - January 2012
RBC Capital Markets February 2009 - March 2010
Putnam Investments January 2008 - February 2009
Putnam Investments November 2005 - January 2008
Skills
M&A experience, Equity Research, Equities, Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Financial Analysis, Fixed Income Analysis, Bloomberg, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Capital Markets, Securities, Series 63, Series 7
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
Colby College 2001 — 2005
Bachelor's Degree, Cellular & Molecular Biology
Heather Orsi's Harris Williams & Co. Experience June 2010 - January 2012
Job VP of Finance & Business Development at Perfekt Beauty
Industry Cosmetics
Experience
Perfekt Beauty August 2014 - Present
Encore Consumer Capital January 2012 - June 2014
Harris Williams & Co. June 2010 - January 2012
Brown Gibbons Lang & Company June 2009 - August 2009
Harris Williams & Co. May 2009 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Acquisitions, Private Equity, Mergers & Acquisitions, Start-ups, Strategy, Corporate Development, Venture Capital, DCF, Investment Banking, Financial Analysis, Finance, Microsoft Excel, Investments, Marketing, Capital Markets, PowerPoint, Business Development, Strategic Planning, Microsoft Office, Sales, Entrepreneurship
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S. in Business Administration, Finance, Accounting, Communications
Perfekt Beauty August 2014 - Present
Encore Consumer Capital January 2012 - June 2014
Harris Williams & Co. June 2010 - January 2012
Brown Gibbons Lang & Company June 2009 - August 2009
Harris Williams & Co. May 2009 - June 2009
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Acquisitions, Private Equity, Mergers & Acquisitions, Start-ups, Strategy, Corporate Development, Venture Capital, DCF, Investment Banking, Financial Analysis, Finance, Microsoft Excel, Investments, Marketing, Capital Markets, PowerPoint, Business Development, Strategic Planning, Microsoft Office, Sales, Entrepreneurship
Education
Indiana University - Kelley School of Business 2006 — 2010
B.S. in Business Administration, Finance, Accounting, Communications
Brock Weber's Harris Williams & Co. Experience May 2015 - May 2015
Job Incoming Investment Banking Analyst at Harris Williams
Industry Investment Banking
Experience
KeyBanc Capital Markets June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
KeyCorp May 2014 - August 2014
Heinen's August 2010 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science in Management
Chagrin Falls High School 2008 — 2012
KeyBanc Capital Markets June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
KeyCorp May 2014 - August 2014
Heinen's August 2010 - August 2013
Education
Boston College - Carroll School of Management 2012 — 2016
Bachelor of Science in Management
Chagrin Falls High School 2008 — 2012
Brian Lawson Brian Lawson's Harris Williams & Co. Experience January 2013 - March 2015
Job Founder and CEO at Lawson Outdoor Advertising
Industry Marketing and Advertising
Experience
Hometown Clip-N-Save June 2015 - Present
Lawson Outdoor Advertising March 2015 - Present
Harris Williams & Co. January 2013 - March 2015
RBC Capital Markets July 2010 - December 2012
Citigroup May 2009 - July 2010
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance, Accounting
Northwest Missouri State University 2000 — 2004
BS, Business Management
Hometown Clip-N-Save June 2015 - Present
Lawson Outdoor Advertising March 2015 - Present
Harris Williams & Co. January 2013 - March 2015
RBC Capital Markets July 2010 - December 2012
Citigroup May 2009 - July 2010
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
MBA, Finance, Accounting
Northwest Missouri State University 2000 — 2004
BS, Business Management
Jack Kemp Jack Kemp's Harris Williams & Co. Experience May 2006 - November 2007
Job CEO at Phase Three Star
Industry Financial Services
Experience
Phase Three Star June 2013 - Present
Hardee's June 2013 - Present
OneBeacon Services, LLC November 2007 - June 2013
Harris Williams & Co. May 2006 - November 2007
Booz Allen Hamilton 2005 - 2005
US Army 1999 - 2004
Skills
Risk Management, Strategic Planning, Financial Analysis, Mergers, Valuation, Business Planning, Corporate Finance, Mergers & Acquisitions, Finance, Financial Modeling, Investments
Education
Harvard Business School 2004 — 2006
MBA, General Management and Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Economics
Hanover High
Phase Three Star June 2013 - Present
Hardee's June 2013 - Present
OneBeacon Services, LLC November 2007 - June 2013
Harris Williams & Co. May 2006 - November 2007
Booz Allen Hamilton 2005 - 2005
US Army 1999 - 2004
Skills
Risk Management, Strategic Planning, Financial Analysis, Mergers, Valuation, Business Planning, Corporate Finance, Mergers & Acquisitions, Finance, Financial Modeling, Investments
Education
Harvard Business School 2004 — 2006
MBA, General Management and Finance
United States Military Academy at West Point 1995 — 1999
Bachelor of Science (B.S.), Economics
Hanover High
Neha Shah Neha Shah's Harris Williams & Co. Experience June 2013 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2013 - Present
ExxonMobil June 2012 - August 2012
Ernst & Young August 2008 - July 2011
Ernst & Young October 2006 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Accounting, English, Windows, Financial Modeling
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
George Mason University 2002 — 2006
Bachelor's degree, Accounting
Harris Williams & Co. June 2013 - Present
ExxonMobil June 2012 - August 2012
Ernst & Young August 2008 - July 2011
Ernst & Young October 2006 - August 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Public Speaking, Accounting, English, Windows, Financial Modeling
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Finance
George Mason University 2002 — 2006
Bachelor's degree, Accounting
Nathan Robertson's Harris Williams & Co. Experience June 2015 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
The Ayco Company, L.P. June 2010 - August 2011
Skills
Financial Modeling, Investments, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equities, Series 7, Corporate Finance, Fixed Income, Private Equity, Financial Statement..., Mergers & Acquisitions, Finance
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. June 2014 - August 2014
SunTrust Robinson Humphrey August 2011 - July 2013
The Ayco Company, L.P. June 2010 - August 2011
Skills
Financial Modeling, Investments, Investment Banking, Financial Analysis, Bloomberg, Valuation, Equities, Series 7, Corporate Finance, Fixed Income, Private Equity, Financial Statement..., Mergers & Acquisitions, Finance
Education
Duke Fuqua School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
The University of Georgia 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Alex Campau Alex Campau's Harris Williams & Co. Experience July 2012 - July 2014
Job Associate at Linsalata Capital Partners
Industry Venture Capital & Private Equity
Experience
Linsalata Capital Partners July 2014 - Present
Harris Williams & Co. July 2012 - July 2014
Mizuho Corporate Bank May 2011 - August 2011
Azimuth Capital Management LLC May 2010 - December 2010
Skills
Investment Banking, Investments, Bloomberg, Valuation, Corporate Finance, LBO, Financial Modeling, Private Equity, Equity Research
Education
Claremont McKenna College 2011 — 2012
Master's Program in Finance
University of Michigan 2006 — 2010
BA, Economics
UC Berkeley Haas School of Business 2008 — 2008
Summer Business Program
Linsalata Capital Partners July 2014 - Present
Harris Williams & Co. July 2012 - July 2014
Mizuho Corporate Bank May 2011 - August 2011
Azimuth Capital Management LLC May 2010 - December 2010
Skills
Investment Banking, Investments, Bloomberg, Valuation, Corporate Finance, LBO, Financial Modeling, Private Equity, Equity Research
Education
Claremont McKenna College 2011 — 2012
Master's Program in Finance
University of Michigan 2006 — 2010
BA, Economics
UC Berkeley Haas School of Business 2008 — 2008
Summer Business Program
Carl Hardie's Harris Williams & Co. Experience May 2013 - Present
Job Investment Banking Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. May 2013 - Present
Fuqua School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Lehman Brothers Holdings Inc. April 2010 - June 2011
Satellite Asset Management L.P. August 2007 - April 2011
SAC Acquisition LLC November 2006 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Analysis, Management, Financial Accounting, Valuation, Due Diligence, Strategy, Capital Markets, Corporate Finance, Tax, Debt Restructuring, Leveraged Finance, Leveraged Lending, LBO, Finance, Business Strategy, Investments, Data Analysis, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Finance
Brigham Young University 1997 — 2004
BS, Finance / Accounting
Harris Williams & Co. May 2013 - Present
Fuqua School of Business August 2011 - May 2013
Credit Suisse June 2012 - August 2012
Lehman Brothers Holdings Inc. April 2010 - June 2011
Satellite Asset Management L.P. August 2007 - April 2011
SAC Acquisition LLC November 2006 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Analysis, Management, Financial Accounting, Valuation, Due Diligence, Strategy, Capital Markets, Corporate Finance, Tax, Debt Restructuring, Leveraged Finance, Leveraged Lending, LBO, Finance, Business Strategy, Investments, Data Analysis, Management Consulting
Education
Duke Fuqua School of Business 2011 — 2013
MBA, Finance
Brigham Young University 1997 — 2004
BS, Finance / Accounting
Jay Hernandez's Harris Williams & Co. Experience July 2004 - Present
Job Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2004 - Present
Fleet Capital August 2001 - August 2002
PricewaterhouseCoopers August 1998 - July 2001
Skills
Investment Banking, Mergers, LBO, Mergers & Acquisitions, Private Equity, M&A experience, Valuation, Market Research, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Investments, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University - The McDonough School of Business 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
University of Arizona 1993 — 1998
BS, Accounting and Finance
Harris Williams & Co. July 2004 - Present
Fleet Capital August 2001 - August 2002
PricewaterhouseCoopers August 1998 - July 2001
Skills
Investment Banking, Mergers, LBO, Mergers & Acquisitions, Private Equity, M&A experience, Valuation, Market Research, Corporate Finance, Due Diligence, Financial Modeling, Strategy, Investments, Capital Markets, Financial Analysis, Venture Capital
Education
Georgetown University - The McDonough School of Business 2002 — 2004
Masters of Business Administration, Business Administration and Management, General
University of Arizona 1993 — 1998
BS, Accounting and Finance
Jason Knaut, CFA's Harris Williams & Co. Experience June 2006 - August 2006
Job Chief Financial Officer @ Duda
Industry Internet
Experience
Duda September 2015 - Present
realtor.com (a News Corp subsidiary) January 2015 - September 2015
realtor.com (a News Corp subsidiary) March 2014 - January 2015
Infusd November 2011 - February 2014
Network Solutions (acquired by Web.com) June 2009 - November 2011
Janus Capital Group October 2008 - June 2009
Lehman Brothers August 2007 - October 2008
Harris Williams & Co. June 2006 - August 2006
Polaris Management Partners October 2003 - July 2005
Accenture January 2003 - October 2003
Skills
Strategy, Corporate Development, M&A, Product Development, Entrepreneurship, New Business Development, Corporate Finance, Valuation, Financial Analysis, Quantitative Analytics, Mergers & Acquisitions, Agile Methodologies, Venture Capital, Product Management, Start-ups, Financial Modeling, Business Development, Management Consulting, Business Intelligence, Executive Management, Due Diligence
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Corporate Strategy and Finance
Cornell University 1999 — 2002
BS, Operations Research
Duda September 2015 - Present
realtor.com (a News Corp subsidiary) January 2015 - September 2015
realtor.com (a News Corp subsidiary) March 2014 - January 2015
Infusd November 2011 - February 2014
Network Solutions (acquired by Web.com) June 2009 - November 2011
Janus Capital Group October 2008 - June 2009
Lehman Brothers August 2007 - October 2008
Harris Williams & Co. June 2006 - August 2006
Polaris Management Partners October 2003 - July 2005
Accenture January 2003 - October 2003
Skills
Strategy, Corporate Development, M&A, Product Development, Entrepreneurship, New Business Development, Corporate Finance, Valuation, Financial Analysis, Quantitative Analytics, Mergers & Acquisitions, Agile Methodologies, Venture Capital, Product Management, Start-ups, Financial Modeling, Business Development, Management Consulting, Business Intelligence, Executive Management, Due Diligence
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2007
MBA, Corporate Strategy and Finance
Cornell University 1999 — 2002
BS, Operations Research
Billy Mitchell Billy Mitchell's Harris Williams & Co. Experience May 2011 - Present
Job Chief Information Officer at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. May 2011 - Present
Provali Group - Technisource February 2008 - April 2011
Cousins Properties Inc. May 2010 - September 2010
Technisource Consulting March 2008 - April 2010
First Horizon Msaver September 2005 - April 2007
Signix April 2003 - September 2005
ADC 1995 - 2001
ADC Telecommunications 1996 - 2000
Scientific-Atlanta 1989 - 1995
Skills
Strategic Planning, Vendor Management, Strategy, Business Process..., Business Development, Change Management, Telecommunications, Project Management, Competitive Analysis, Leadership, Business Analysis, Business Strategy, Program Management, SaaS, Mergers, Management Consulting, Outsourcing, Mergers & Acquisitions, Start-ups, Business Process, Consulting, Wireless, IT Strategy, Training, Business Transformation
Education
Mercer University - Stetson School of Business and Economics 1990 — 1995
MBA, International Business
Rollins College 1985 — 1989
BA, Political Science and Government
Baylor 1979 — 1985
Harris Williams & Co. May 2011 - Present
Provali Group - Technisource February 2008 - April 2011
Cousins Properties Inc. May 2010 - September 2010
Technisource Consulting March 2008 - April 2010
First Horizon Msaver September 2005 - April 2007
Signix April 2003 - September 2005
ADC 1995 - 2001
ADC Telecommunications 1996 - 2000
Scientific-Atlanta 1989 - 1995
Skills
Strategic Planning, Vendor Management, Strategy, Business Process..., Business Development, Change Management, Telecommunications, Project Management, Competitive Analysis, Leadership, Business Analysis, Business Strategy, Program Management, SaaS, Mergers, Management Consulting, Outsourcing, Mergers & Acquisitions, Start-ups, Business Process, Consulting, Wireless, IT Strategy, Training, Business Transformation
Education
Mercer University - Stetson School of Business and Economics 1990 — 1995
MBA, International Business
Rollins College 1985 — 1989
BA, Political Science and Government
Baylor 1979 — 1985
Derek Lewis's Harris Williams & Co. Experience 2000 - Present
Job Managing Director
Industry Investment Banking
Experience
Harris Williams & Co. 2000 - Present
Skills
Strategic Advisory, Sell Side, Investment Banking, Mergers, Middle Market
Education
Harvard Business School
MBA
Harvard University
Harris Williams & Co. 2000 - Present
Skills
Strategic Advisory, Sell Side, Investment Banking, Mergers, Middle Market
Education
Harvard Business School
MBA
Harvard University
Sean Gillick Sean Gillick's Harris Williams & Co. Experience June 2007 - July 2010
Job Vice President at RFE Investment Partners
Industry Venture Capital & Private Equity
Experience
RFE Investment Partners July 2010 - July 2013
Harris Williams & Co. June 2007 - July 2010
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Leveraged Finance, LBO, Mergers, Financial Analysis, Investments, M&A experience, Corporate Development, Mergers & Acquisitions, Start-ups
Education
Harvard Business School 2013 — 2015
MBA
The College of William and Mary 2003 — 2007
BBA
RFE Investment Partners July 2010 - July 2013
Harris Williams & Co. June 2007 - July 2010
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Leveraged Finance, LBO, Mergers, Financial Analysis, Investments, M&A experience, Corporate Development, Mergers & Acquisitions, Start-ups
Education
Harvard Business School 2013 — 2015
MBA
The College of William and Mary 2003 — 2007
BBA
Matthew Bujnicki Matthew Bujnicki's Harris Williams & Co. Experience June 2009 - July 2011
Job MBA Candidate at UC Berkeley Haas School of Business
Industry Venture Capital & Private Equity
Experience
Summer Street Capital Partners August 2011 - May 2014
Harris Williams & Co. June 2009 - July 2011
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Babson College 2005 — 2009
B.S. Business Management, Finance
Summer Street Capital Partners August 2011 - May 2014
Harris Williams & Co. June 2009 - July 2011
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Babson College 2005 — 2009
B.S. Business Management, Finance
Charles Schwartz's Harris Williams & Co. Experience June 2014 - Present
Job Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2014 - Present
Cornell University May 2011 - May 2014
Littlejohn & Co August 2013 - August 2013
Capital One June 2013 - August 2013
Havas Worldwide July 2012 - August 2012
Citi June 2012 - June 2012
Skills
Teaching, Data Analysis, Higher Education, Microsoft Office, Java, VBA, SQL, Business Strategy, Analytics, Market Research, PowerPoint, Statistics, Microsoft Excel, Research
Education
Cornell University 2010 — 2014
Bachelor of Science (BSc), Double Major in Applied Economics & Management and Information Science
Harris Williams & Co. June 2014 - Present
Cornell University May 2011 - May 2014
Littlejohn & Co August 2013 - August 2013
Capital One June 2013 - August 2013
Havas Worldwide July 2012 - August 2012
Citi June 2012 - June 2012
Skills
Teaching, Data Analysis, Higher Education, Microsoft Office, Java, VBA, SQL, Business Strategy, Analytics, Market Research, PowerPoint, Statistics, Microsoft Excel, Research
Education
Cornell University 2010 — 2014
Bachelor of Science (BSc), Double Major in Applied Economics & Management and Information Science
Erik Szyndlar Erik Szyndlar's Harris Williams & Co. Experience October 2014 - Present
Job Director at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. October 2014 - Present
Robert W. Baird & Co. June 2009 - October 2014
Citigroup August 2006 - January 2009
General Motors Corporation February 2000 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategy, Finance, Investment Banking, Capital Markets, Portfolio Management, Cross-functional Team..., Analysis, Strategic Planning, Process Improvement, Change Management, Acquisitions, Negotiation, LBO, Corporate Finance
Education
Duke University - The Fuqua School of Business
Master of Business Administration, Finance concentration
University of Michigan
Bachelor of Science, Engineering, Mechanical Engineering concentration
Harris Williams & Co. October 2014 - Present
Robert W. Baird & Co. June 2009 - October 2014
Citigroup August 2006 - January 2009
General Motors Corporation February 2000 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Financial Analysis, Strategy, Finance, Investment Banking, Capital Markets, Portfolio Management, Cross-functional Team..., Analysis, Strategic Planning, Process Improvement, Change Management, Acquisitions, Negotiation, LBO, Corporate Finance
Education
Duke University - The Fuqua School of Business
Master of Business Administration, Finance concentration
University of Michigan
Bachelor of Science, Engineering, Mechanical Engineering concentration
William P. Watkins William P. Watkins's Harris Williams & Co. Experience March 2009 - Present
Job Group Head, Business Development at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. March 2009 - Present
National City Bank November 2006 - February 2009
Brown Gibbons Lang & Company June 2002 - September 2006
Piper Jaffray Inc. August 1998 - March 2002
Heller Financial, Inc. April 1995 - July 1998
Bank of America January 1994 - March 1995
Continental Bank June 1991 - January 1994
Skills
Investment Banking, Mergers, Capital Markets, Valuation, Middle Market, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Private Placements, Leveraged Finance, Financial Advisory, LBO, Corporate Development, Business Valuation, M&A experience, Due Diligence, Divestitures, Equities, Capital Raising, Sell Side, Alternative Investments, Financial Structuring, IPO
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Operations Management
Indiana University Bloomington 1987 — 1991
BS Business, Finance
Harris Williams & Co. March 2009 - Present
National City Bank November 2006 - February 2009
Brown Gibbons Lang & Company June 2002 - September 2006
Piper Jaffray Inc. August 1998 - March 2002
Heller Financial, Inc. April 1995 - July 1998
Bank of America January 1994 - March 1995
Continental Bank June 1991 - January 1994
Skills
Investment Banking, Mergers, Capital Markets, Valuation, Middle Market, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Private Equity, Restructuring, Private Placements, Leveraged Finance, Financial Advisory, LBO, Corporate Development, Business Valuation, M&A experience, Due Diligence, Divestitures, Equities, Capital Raising, Sell Side, Alternative Investments, Financial Structuring, IPO
Education
The University of Chicago Booth School of Business 1994 — 1996
MBA, Finance and Operations Management
Indiana University Bloomington 1987 — 1991
BS Business, Finance
Sam Hendler Sam Hendler's Harris Williams & Co. Experience July 2005 - Present
Job Managing Director, Technology, Media & Telecom Investment Banking Group at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2005 - Present
Quellos Group October 2001 - May 2003
Broadview 1998 - 2001
Skills
Private Equity, Venture Capital, Investment Banking, M&A experience, Valuation, Corporate Development, Due Diligence, Financial Modeling, Private Placements, Mergers, Capital Markets, Growth Capital
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Princeton University 1994 — 1998
A.B., Politics
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1997
Business Bridge
Harris Williams & Co. July 2005 - Present
Quellos Group October 2001 - May 2003
Broadview 1998 - 2001
Skills
Private Equity, Venture Capital, Investment Banking, M&A experience, Valuation, Corporate Development, Due Diligence, Financial Modeling, Private Placements, Mergers, Capital Markets, Growth Capital
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Princeton University 1994 — 1998
A.B., Politics
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1997
Business Bridge
Derek Swaim Derek Swaim's Harris Williams & Co. Experience April 2004 - January 2014
Job Managing Director at Aeris Partners
Industry Investment Banking
Experience
Aeris Partners January 2014 - Present
Harris Williams & Co. April 2004 - January 2014
Goldman Sachs 2000 - 2000
Berkshire Capital Securities LLC June 1995 - June 1999
Skills
Mergers, Investment Banking, Strategic Advisory, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1991 — 1995
BA, Economics
Aeris Partners January 2014 - Present
Harris Williams & Co. April 2004 - January 2014
Goldman Sachs 2000 - 2000
Berkshire Capital Securities LLC June 1995 - June 1999
Skills
Mergers, Investment Banking, Strategic Advisory, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1999 — 2001
MBA
Harvard University 1991 — 1995
BA, Economics
Joe Blundo's Harris Williams & Co. Experience June 2013 - July 2015
Job Associate at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures July 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Babson College Fund May 2012 - May 2013
Babson College 2009 - 2013
Harris Williams & Co. June 2012 - August 2012
Fortelligent April 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Valuation, Economics, Investments, Bloomberg, Corporate Finance, Capital IQ, Mergers & Acquisitions, Investment Banking
Education
Babson College 2009 — 2013
3.76
Phillips Exeter Academy 2005 — 2009
High School, Economics
Technology Crossover Ventures July 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Babson College Fund May 2012 - May 2013
Babson College 2009 - 2013
Harris Williams & Co. June 2012 - August 2012
Fortelligent April 2011 - May 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Research, Microsoft Office, Financial Analysis, Valuation, Economics, Investments, Bloomberg, Corporate Finance, Capital IQ, Mergers & Acquisitions, Investment Banking
Education
Babson College 2009 — 2013
3.76
Phillips Exeter Academy 2005 — 2009
High School, Economics
Jacques Fu's Harris Williams & Co. Experience March 2012 - Present
Job Vice President Healthcare & Life Sciences M&A
Industry Investment Banking
Experience
Harris Williams & Co. March 2012 - Present
Skills
Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Cross-border M&A, Mergers & Acquisitions, Strategy, Private Equity, Emerging Markets, Due Diligence, Corporate Development, Business Strategy
Education
Duke University - The Fuqua School of Business
MBA
Penn State University
BS
Harris Williams & Co. March 2012 - Present
Skills
Valuation, Financial Analysis, Financial Modeling, Corporate Finance, Investment Banking, Cross-border M&A, Mergers & Acquisitions, Strategy, Private Equity, Emerging Markets, Due Diligence, Corporate Development, Business Strategy
Education
Duke University - The Fuqua School of Business
MBA
Penn State University
BS
Laura Boyd's Harris Williams & Co. Experience May 2012 - June 2014
Job Financial Services
Industry Investment Banking
Experience
Harris Williams & Co. May 2012 - June 2014
Morgan Keegan Technology Group January 2011 - April 2012
Morgan Keegan Technology Group December 2008 - January 2011
UBS Investment Bank June 2007 - December 2008
UBS Investment Bank 2005 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Placements, Valuation, Mergers, LBO, Capital Markets, M&A experience, Private Equity, Corporate Development, Venture Capital
Education
Haverford College 2001 — 2005
Bachelor's degree
London School of Economics and Political Science 2003 — 2004
Harris Williams & Co. May 2012 - June 2014
Morgan Keegan Technology Group January 2011 - April 2012
Morgan Keegan Technology Group December 2008 - January 2011
UBS Investment Bank June 2007 - December 2008
UBS Investment Bank 2005 - June 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Private Placements, Valuation, Mergers, LBO, Capital Markets, M&A experience, Private Equity, Corporate Development, Venture Capital
Education
Haverford College 2001 — 2005
Bachelor's degree
London School of Economics and Political Science 2003 — 2004
Teresa Leake's Harris Williams & Co. Experience October 2007 - March 2011
Job Process Manager, Risk Management, Capital One Financial Services
Industry Financial Services
Experience
Capital One Financial Services April 2011 - Present
Harris Williams & Co. October 2007 - March 2011
National Grange Mutual Insurance April 2003 - October 2007
The Reciprocal Group June 1994 - March 2003
Compatible Business Services July 1988 - June 1994
Education
American Public University System 2005 — 2007
Business Administration, Business
Capital One Financial Services April 2011 - Present
Harris Williams & Co. October 2007 - March 2011
National Grange Mutual Insurance April 2003 - October 2007
The Reciprocal Group June 1994 - March 2003
Compatible Business Services July 1988 - June 1994
Education
American Public University System 2005 — 2007
Business Administration, Business
Andrew Bagby's Harris Williams & Co. Experience July 2012 - October 2013
Job Vice President at H.I.G. WhiteHorse
Industry Investment Management
Experience
H.I.G. WhiteHorse November 2013 - Present
Harris Williams & Co. July 2012 - October 2013
Fuqua School of Business August 2010 - June 2012
Golub Capital July 2006 - July 2010
GE Access 2006 - 2007
GE Commmerical Finance 2005 - 2006
GE Capital 2005 - 2006
GE Commerical Finance 2004 - 2006
Legg Mason 2004 - 2005
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Strategy and Finance
Muhlenberg College 2000 — 2004
H.I.G. WhiteHorse November 2013 - Present
Harris Williams & Co. July 2012 - October 2013
Fuqua School of Business August 2010 - June 2012
Golub Capital July 2006 - July 2010
GE Access 2006 - 2007
GE Commmerical Finance 2005 - 2006
GE Capital 2005 - 2006
GE Commerical Finance 2004 - 2006
Legg Mason 2004 - 2005
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Strategy and Finance
Muhlenberg College 2000 — 2004
Justine Van Buren's Harris Williams & Co. Experience June 2008 - November 2009
Job Sr. Manager of Category Development, Merchandise Finance & Strategy
Industry Retail
Experience
Walmart eCommerce July 2015 - Present
Walmart eCommerce September 2014 - Present
Walmart eCommerce June 2013 - August 2013
GP Bullhound LLP January 2011 - August 2012
GP Bullhound August 2009 - January 2011
Harris Williams & Co. June 2008 - November 2009
Skills
Investment Banking, Capital Raising, Valuation, Mergers, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Corporate Development, LBO, Private Placements, Strategy, Investments
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (B.S.)
Walmart eCommerce July 2015 - Present
Walmart eCommerce September 2014 - Present
Walmart eCommerce June 2013 - August 2013
GP Bullhound LLP January 2011 - August 2012
GP Bullhound August 2009 - January 2011
Harris Williams & Co. June 2008 - November 2009
Skills
Investment Banking, Capital Raising, Valuation, Mergers, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Venture Capital, Mergers & Acquisitions, Corporate Development, LBO, Private Placements, Strategy, Investments
Education
MIT Sloan School of Management 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2008
Bachelor of Science (B.S.)
William Kayser's Harris Williams & Co. Experience March 2014 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. March 2014 - Present
Goldman Sachs January 2014 - March 2014
Goldman Sachs July 2010 - December 2013
Darden Graduate School of Business August 2008 - July 2010
Goldman Sachs June 2009 - August 2009
US Navy May 2000 - November 2008
Skills
National Security, Military, DoD, Flights, Systems Engineering, Navy, Operational Planning, Security Clearance, Military Operations, Cross-functional Team..., Aviation, Military Experience, Intelligence Analysis, Aircraft, Top Secret, Intelligence, Command, Piloting, Program Management
Education
University of Virginia Darden School of Business 2008 — 2010
M.B.A., General Management / Finance
Naval War College 2006 — 2008
M.A., National Security and Strategic Planning
United States Naval Academy 1996 — 2000
B.S., Ocean Engineering
University of Maryland College Park 1995 — 1996
Mechanical Engineering
Harris Williams & Co. March 2014 - Present
Goldman Sachs January 2014 - March 2014
Goldman Sachs July 2010 - December 2013
Darden Graduate School of Business August 2008 - July 2010
Goldman Sachs June 2009 - August 2009
US Navy May 2000 - November 2008
Skills
National Security, Military, DoD, Flights, Systems Engineering, Navy, Operational Planning, Security Clearance, Military Operations, Cross-functional Team..., Aviation, Military Experience, Intelligence Analysis, Aircraft, Top Secret, Intelligence, Command, Piloting, Program Management
Education
University of Virginia Darden School of Business 2008 — 2010
M.B.A., General Management / Finance
Naval War College 2006 — 2008
M.A., National Security and Strategic Planning
United States Naval Academy 1996 — 2000
B.S., Ocean Engineering
University of Maryland College Park 1995 — 1996
Mechanical Engineering
Mike Marcantonio's Harris Williams & Co. Experience June 2010 - April 2012
Job Principal at Blue Heron Capital
Industry Financial Services
Experience
Blue Heron Capital July 2012 - Present
Harris Williams & Co. June 2010 - April 2012
Harris Williams & Co. June 2009 - August 2009
Triangle Capital January 2009 - May 2009
American Capital May 2006 - July 2008
PricewaterhouseCoopers 2003 - 2006
Skills
Financial Modeling, Financial Analysis, M&A experience, Sell Side, New Venture Development, Entrepreneurship..., Entrepreneurial Finance, Valuation, Venture Capital, Growth Capital, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
James Madison University 1999 — 2003
Bachelor of Science (BS), Finance and Accounting
Blue Heron Capital July 2012 - Present
Harris Williams & Co. June 2010 - April 2012
Harris Williams & Co. June 2009 - August 2009
Triangle Capital January 2009 - May 2009
American Capital May 2006 - July 2008
PricewaterhouseCoopers 2003 - 2006
Skills
Financial Modeling, Financial Analysis, M&A experience, Sell Side, New Venture Development, Entrepreneurship..., Entrepreneurial Finance, Valuation, Venture Capital, Growth Capital, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance and Entrepreneurship
James Madison University 1999 — 2003
Bachelor of Science (BS), Finance and Accounting
Darin Wimbrough's Harris Williams & Co. Experience 2010 - 2011
Job Always looking forward
Industry Computer Networking
Experience
Saab North America October 2010 - Present
Harris Williams & Co. 2010 - 2011
Simplicity October 2007 - March 2010
Verizon Business October 2009 - January 2010
Flight Holdings February 2007 - September 2008
Evergreen Systems 1997 - 2007
Skills
Marketing, Blogging, Aviation, Web Marketing, IT Management, SEO, Cloud Computing, Program Management, Integration, Project Management, Technical Writing, Team Leadership, Business Development, Team Building, ITIL, Strategic Planning, Process Improvement, Requirements Analysis, Change Management, Business Strategy
Education
Harrisburg Area Community College 1995 — 1997
Graphics Design
Art Institute of Pittsburgh 1994 — 1995
Computer Animation
Saab North America October 2010 - Present
Harris Williams & Co. 2010 - 2011
Simplicity October 2007 - March 2010
Verizon Business October 2009 - January 2010
Flight Holdings February 2007 - September 2008
Evergreen Systems 1997 - 2007
Skills
Marketing, Blogging, Aviation, Web Marketing, IT Management, SEO, Cloud Computing, Program Management, Integration, Project Management, Technical Writing, Team Leadership, Business Development, Team Building, ITIL, Strategic Planning, Process Improvement, Requirements Analysis, Change Management, Business Strategy
Education
Harrisburg Area Community College 1995 — 1997
Graphics Design
Art Institute of Pittsburgh 1994 — 1995
Computer Animation
Andy Warczak's Harris Williams & Co. Experience February 2015 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. February 2015 - Present
Harris Williams & Co. February 2014 - February 2015
Imperial Capital, LLC June 2009 - January 2014
Lazard January 2008 - June 2009
Lazard June 2005 - January 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, LBO, Financial Analysis, Capital Markets, M&A experience, Equities, Business Valuation, Investments
Education
Marquette University 2000 — 2005
Bachelor of Science (B.S.), Finance and Accounting
Harris Williams & Co. February 2015 - Present
Harris Williams & Co. February 2014 - February 2015
Imperial Capital, LLC June 2009 - January 2014
Lazard January 2008 - June 2009
Lazard June 2005 - January 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, LBO, Financial Analysis, Capital Markets, M&A experience, Equities, Business Valuation, Investments
Education
Marquette University 2000 — 2005
Bachelor of Science (B.S.), Finance and Accounting
Chason Beggerow's Harris Williams & Co. Experience 1995 - 2000
Job Partner at Altius Associates
Industry Investment Management
Experience
Altius Associates January 2007 - Present
Harris Williams & Co. 1995 - 2000
Bank of America (formerly NationsBank) 1990 - 1993
Skills
Private Equity, Alternative Investments, Investor Relations
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA
University of Virginia 1986 — 1990
BS Commerce, Finance
Altius Associates January 2007 - Present
Harris Williams & Co. 1995 - 2000
Bank of America (formerly NationsBank) 1990 - 1993
Skills
Private Equity, Alternative Investments, Investor Relations
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA
University of Virginia 1986 — 1990
BS Commerce, Finance
Henry Heinerscheid's Harris Williams & Co. Experience July 2006 - July 2008
Job Director PWP Growth Equity
Industry Venture Capital & Private Equity
Experience
Perella Weinberg Partners August 2013 - Present
Weston Presidio August 2008 - July 2011
Harris Williams & Co. July 2006 - July 2008
State Street May 2005 - June 2006
Education
Harvard University
BA, Economics
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Perella Weinberg Partners August 2013 - Present
Weston Presidio August 2008 - July 2011
Harris Williams & Co. July 2006 - July 2008
State Street May 2005 - June 2006
Education
Harvard University
BA, Economics
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Nathan Ngai's Harris Williams & Co. Experience 2003 - 2006
Job Consumer Private Equity
Industry Investment Management
Experience
Swander Pace Capital July 2006 - Present
Harris Williams & Co. 2003 - 2006
Skills
Private Equity
Education
Duke University 1999 — 2003
BA, Economics
Swander Pace Capital July 2006 - Present
Harris Williams & Co. 2003 - 2006
Skills
Private Equity
Education
Duke University 1999 — 2003
BA, Economics
Poggi, Paul's Harris Williams & Co. Experience January 2007 - Present
Job Chief Operating Officer at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. January 2007 - Present
Harris Williams & Co. January 2007 - March 2011
Aristeia Inc. October 2003 - October 2006
Salt Point Productions January 2000 - October 2003
The Dyson-Kissner-Moran Corp. June 1994 - January 2000
Education
Vanderbilt University Law School 1989 — 1992
JD, Law
Cornell University 1985 — 1989
BA, English
The Hotchkiss School 1981 — 1985
Harris Williams & Co. January 2007 - Present
Harris Williams & Co. January 2007 - March 2011
Aristeia Inc. October 2003 - October 2006
Salt Point Productions January 2000 - October 2003
The Dyson-Kissner-Moran Corp. June 1994 - January 2000
Education
Vanderbilt University Law School 1989 — 1992
JD, Law
Cornell University 1985 — 1989
BA, English
The Hotchkiss School 1981 — 1985
Cameron Jones, PMP, CSM's Harris Williams & Co. Experience November 2006 - May 2010
Job Manager at CapTech
Industry Information Technology and Services
Experience
CapTech May 2010 - Present
Fortune 500 Consumer Goods Manufacturer August 2012 - July 2015
Capital One December 2011 - July 2012
Capital One March 2011 - December 2011
Capital One September 2010 - February 2011
Capital One May 2010 - September 2010
Harris Williams & Co. November 2006 - May 2010
Sartox, LLC 2004 - 2005
Skills
Business Intelligence, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Project Management, Management Consulting, Integration, PMP, SQL, Systems Analysis, Business Requirements, MS Project, Enterprise Architecture, SharePoint, Change Management, Process Improvement, IT Management, IT Strategy, SOA, Agile Methodologies
Education
James Madison University - College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Computer Information Systems
James River High School 1994 — 1996
Midlothian High School 1992 — 1994
CapTech May 2010 - Present
Fortune 500 Consumer Goods Manufacturer August 2012 - July 2015
Capital One December 2011 - July 2012
Capital One March 2011 - December 2011
Capital One September 2010 - February 2011
Capital One May 2010 - September 2010
Harris Williams & Co. November 2006 - May 2010
Sartox, LLC 2004 - 2005
Skills
Business Intelligence, Business Analysis, SDLC, Requirements Analysis, Requirements Gathering, Project Management, Management Consulting, Integration, PMP, SQL, Systems Analysis, Business Requirements, MS Project, Enterprise Architecture, SharePoint, Change Management, Process Improvement, IT Management, IT Strategy, SOA, Agile Methodologies
Education
James Madison University - College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Computer Information Systems
James River High School 1994 — 1996
Midlothian High School 1992 — 1994
Eric Haddenhorst's Harris Williams & Co. Experience January 2010 - July 2012
Job Sr. Associate at 2x Consumer Products Growth Partners
Industry Venture Capital & Private Equity
Experience
2x Consumer Products Growth Partners January 2015 - Present
Norwest Equity Partners August 2012 - May 2014
Harris Williams & Co. January 2010 - July 2012
Ernst & Young July 2007 - December 2009
University of North Dakota May 2006 - August 2006
Skills
Buyouts, Recapitalizations, M&A execution, Private Equity, Corporate Finance, Finance, Portfolio Management, Valuation, Financial Services, Financial Modeling, Investments, Mergers
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Marketing, Strategy
The University of North Dakota 2003 — 2007
Bachelor of Business Administration (BBA); Bachelor of Accountancy (BAcc), Finance, Accounting, Economics
2x Consumer Products Growth Partners January 2015 - Present
Norwest Equity Partners August 2012 - May 2014
Harris Williams & Co. January 2010 - July 2012
Ernst & Young July 2007 - December 2009
University of North Dakota May 2006 - August 2006
Skills
Buyouts, Recapitalizations, M&A execution, Private Equity, Corporate Finance, Finance, Portfolio Management, Valuation, Financial Services, Financial Modeling, Investments, Mergers
Education
Northwestern University - Kellogg School of Management 2014 — 2015
Master of Business Administration (MBA), Marketing, Strategy
The University of North Dakota 2003 — 2007
Bachelor of Business Administration (BBA); Bachelor of Accountancy (BAcc), Finance, Accounting, Economics
Jason Klinghoffer's Harris Williams & Co. Experience July 2011 - March 2014
Job Vice President of Corporate Strategy at Chewy.com
Industry Retail
Experience
Chewy.com November 2014 - Present
Harris Williams & Co. July 2011 - March 2014
Hartford Investment Management June 2010 - August 2010
Deloitte Consulting February 2007 - May 2009
Skills
Corporate Finance, Competitive Analysis, Strategy, Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Investments, Financial Analysis, Valuation, Business Strategy, Due Diligence, Credit, Strategic Planning
Education
Tuck School of Business at Dartmouth 2009 — 2011
M.B.A., Finance
Amherst College 2002 — 2006
Bachelor of Arts, Political Science; Law, Jurisprudence, and Social Thought
Chewy.com November 2014 - Present
Harris Williams & Co. July 2011 - March 2014
Hartford Investment Management June 2010 - August 2010
Deloitte Consulting February 2007 - May 2009
Skills
Corporate Finance, Competitive Analysis, Strategy, Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, Investments, Financial Analysis, Valuation, Business Strategy, Due Diligence, Credit, Strategic Planning
Education
Tuck School of Business at Dartmouth 2009 — 2011
M.B.A., Finance
Amherst College 2002 — 2006
Bachelor of Arts, Political Science; Law, Jurisprudence, and Social Thought
Jeff Keller's Harris Williams & Co. Experience July 1998 - June 2000
Job Director of Technology Commercialization at PCLS
Industry Hospital & Health Care
Experience
Physicians Choice Laboratory Services October 2013 - Present
BlackArch Partners June 2012 - June 2013
GE Healthcare September 2011 - June 2012
GE Healthcare August 2010 - September 2011
GE Global Research July 2007 - August 2010
Harris Williams & Co. July 1998 - June 2000
Skills
Energy, Renewable Energy, Cleantech, Life Sciences, Leveraged Finance, Oncology, Cell Biology
Education
Cornell University - Johnson Graduate School of Management 2006 — 2007
Master of Business Administration (MBA)
Vanderbilt University 2000 — 2006
Doctor of Philosophy (Ph.D.), Cell and Developmental Biology
University of Virginia 1993 — 1997
Bachelor of Arts (B.A.), Biology, General
Physicians Choice Laboratory Services October 2013 - Present
BlackArch Partners June 2012 - June 2013
GE Healthcare September 2011 - June 2012
GE Healthcare August 2010 - September 2011
GE Global Research July 2007 - August 2010
Harris Williams & Co. July 1998 - June 2000
Skills
Energy, Renewable Energy, Cleantech, Life Sciences, Leveraged Finance, Oncology, Cell Biology
Education
Cornell University - Johnson Graduate School of Management 2006 — 2007
Master of Business Administration (MBA)
Vanderbilt University 2000 — 2006
Doctor of Philosophy (Ph.D.), Cell and Developmental Biology
University of Virginia 1993 — 1997
Bachelor of Arts (B.A.), Biology, General
Andrew Leed's Harris Williams & Co. Experience July 2012 - Present
Job Associate Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Geneva Glen Capital September 2011 - January 2012
McGladrey August 2004 - July 2011
Skills
Business Strategy, M&A experience, Corporate Finance, Mergers, LBO, Investment Banking, Investments, M&A Advisory Services, Transaction Advisory..., CPA, Series 63, Series 79, Due Diligence, Mergers & Acquisitions, Valuation, Business Valuation, Financial Modeling, Management, Strategy, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2012
MBA, Finance, Management & Entrepreneurship
Loyola University Maryland 2000 — 2004
BBA, Finance & Accounting
Harris Williams & Co. July 2012 - Present
Geneva Glen Capital September 2011 - January 2012
McGladrey August 2004 - July 2011
Skills
Business Strategy, M&A experience, Corporate Finance, Mergers, LBO, Investment Banking, Investments, M&A Advisory Services, Transaction Advisory..., CPA, Series 63, Series 79, Due Diligence, Mergers & Acquisitions, Valuation, Business Valuation, Financial Modeling, Management, Strategy, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2011 — 2012
MBA, Finance, Management & Entrepreneurship
Loyola University Maryland 2000 — 2004
BBA, Finance & Accounting
Susan Murman's Harris Williams & Co. Experience March 2010 - May 2013
Job Custom Home Builder Operations Coordinator; Licensed Realtor
Industry Real Estate
Experience
Perkinson Homes, Inc. November 2014 - Present
Hometown Realty June 2014 - Present
Harris Williams & Co. March 2010 - May 2013
Ryan & Ames, Certified Public Accountants February 2009 - April 2010
Alloy Media + Marketing May 2008 - December 2008
Skills
Event Planning, Marketing, Mergers, Financial Analysis, Leadership, Market Research, Mergers, Strategic Planning, Microsoft Excel, Sales, Real Estate
Education
East Carolina University 2002 — 2007
BS, Communication
Perkinson Homes, Inc. November 2014 - Present
Hometown Realty June 2014 - Present
Harris Williams & Co. March 2010 - May 2013
Ryan & Ames, Certified Public Accountants February 2009 - April 2010
Alloy Media + Marketing May 2008 - December 2008
Skills
Event Planning, Marketing, Mergers, Financial Analysis, Leadership, Market Research, Mergers, Strategic Planning, Microsoft Excel, Sales, Real Estate
Education
East Carolina University 2002 — 2007
BS, Communication
Dana Hall's Harris Williams & Co. Experience April 2000 - November 2009
Job Sales Office Coordinator at Sun Communities
Industry Hospitality
Experience
Sun Communities August 2013 - Present
Holiday Retirement May 2010 - Present
Hawthorn Retirement Group March 2012 - May 2013
Richmond Metropolitan Habitat for Humanity October 2009 - May 2010
Harris Williams & Co. April 2000 - November 2009
GE Financial Assurance Company March 1997 - April 2000
Go Pro Underwriting Managers, Inc. August 1990 - March 1997
Skills
Outlook, Administration, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Management, Training, Marketing, Access
Education
Hampton University 1982 — 1986
Special Education
Princeton High School 1979 — 1982
Sun Communities August 2013 - Present
Holiday Retirement May 2010 - Present
Hawthorn Retirement Group March 2012 - May 2013
Richmond Metropolitan Habitat for Humanity October 2009 - May 2010
Harris Williams & Co. April 2000 - November 2009
GE Financial Assurance Company March 1997 - April 2000
Go Pro Underwriting Managers, Inc. August 1990 - March 1997
Skills
Outlook, Administration, PowerPoint, Word, Excel, Microsoft Word, Microsoft Excel, Management, Training, Marketing, Access
Education
Hampton University 1982 — 1986
Special Education
Princeton High School 1979 — 1982
Alva Latta's Harris Williams & Co. Experience April 2003 - Present
Job Finance Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. April 2003 - Present
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Due Diligence, Finance, Investments, Restructuring, Acquisitions, Equities, M&A experience, Financial Reporting, Business Strategy, Investment Banking, Strategic Financial...
Education
James Madison University 1981 — 1985
BBA, Finance
Harris Williams & Co. April 2003 - Present
Skills
Financial Modeling, Corporate Finance, Mergers & Acquisitions, Private Equity, Financial Analysis, Valuation, Due Diligence, Finance, Investments, Restructuring, Acquisitions, Equities, M&A experience, Financial Reporting, Business Strategy, Investment Banking, Strategic Financial...
Education
James Madison University 1981 — 1985
BBA, Finance
Douglas Yablonski's Harris Williams & Co. Experience 2010 - 2011
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 2011 - Present
Harris Williams & Co. 2010 - 2011
Banc of America Securities LLC 2003 - 2009
Merrill Lynch & Co 2000 - 2003
Skadden Arps Slate Meagher & Flom LLP 1996 - 2000
Education
New York University School of Law 1993 — 1996
JD
University of Pennsylvania 1988 — 1992
BA
RBC Capital Markets 2011 - Present
Harris Williams & Co. 2010 - 2011
Banc of America Securities LLC 2003 - 2009
Merrill Lynch & Co 2000 - 2003
Skadden Arps Slate Meagher & Flom LLP 1996 - 2000
Education
New York University School of Law 1993 — 1996
JD
University of Pennsylvania 1988 — 1992
BA
Tom Wells's Harris Williams & Co. Experience July 2006 - July 2008
Job VC at BIP Capital
Industry Venture Capital & Private Equity
Experience
Tropical Smoothie Café December 2014 - Present
Tin Drum Asia Cafe December 2014 - Present
REACH Health, Inc. March 2014 - Present
BIP Capital January 2013 - Present
New Capital Partners June 2012 - August 2012
Century Park Capital Partners July 2008 - May 2011
Harris Williams & Co. July 2006 - July 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Boston College 2002 — 2006
B.S., Finance, Marketing
Tropical Smoothie Café December 2014 - Present
Tin Drum Asia Cafe December 2014 - Present
REACH Health, Inc. March 2014 - Present
BIP Capital January 2013 - Present
New Capital Partners June 2012 - August 2012
Century Park Capital Partners July 2008 - May 2011
Harris Williams & Co. July 2006 - July 2008
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Boston College 2002 — 2006
B.S., Finance, Marketing
Sam Ensslin's Harris Williams & Co. Experience June 2008 - July 2010
Job Analyst at Midwood Capital Management
Industry Investment Management
Experience
Midwood Capital Management June 2014 - Present
GMO June 2013 - August 2013
HarbourVest Partners July 2010 - July 2012
Harris Williams & Co. June 2008 - July 2010
Bryant Park Capital May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Babson College 2004 — 2007
BS, Business Administration - Finance
Blair Academy 2000 — 2004
Midwood Capital Management June 2014 - Present
GMO June 2013 - August 2013
HarbourVest Partners July 2010 - July 2012
Harris Williams & Co. June 2008 - July 2010
Bryant Park Capital May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Babson College 2004 — 2007
BS, Business Administration - Finance
Blair Academy 2000 — 2004
Camm Knight's Harris Williams & Co. Experience 1998 - 2000
Job Senior Director Merchandise Planning for J.Crew Mens
Industry Retail
Experience
J.Crew 2006 - Present
Ann Taylor 2004 - 2005
Gap Inc. 2000 - 2004
Harris Williams & Co. 1998 - 2000
Skills
Merchandising, Merchandise Planning, Apparel, Retail
Education
Hollins University 1991 — 1995
Mathematics
J.Crew 2006 - Present
Ann Taylor 2004 - 2005
Gap Inc. 2000 - 2004
Harris Williams & Co. 1998 - 2000
Skills
Merchandising, Merchandise Planning, Apparel, Retail
Education
Hollins University 1991 — 1995
Mathematics
Jeffrey Herr's Harris Williams & Co. Experience 2004 - 2010
Job CIO & CoChairman at Avertest
Industry Hospital & Health Care
Alexandre Porto's Harris Williams & Co. Experience June 2010 - August 2011
Job Associate at Riverwood Capital
Industry Venture Capital & Private Equity
Experience
Riverwood Capital May 2013 - Present
Augusta Columbia Capital September 2011 - May 2013
Harris Williams & Co. June 2010 - August 2011
Teach For America August 2009 - December 2009
Pacific Corporate Group May 2009 - August 2009
Skills
Entrepreneurship, Private Equity, Venture Capital, Valuation, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance, Growth Capital, Non-profit Volunteer, Investment Banking, Finance
Education
Georgetown University 2006 — 2009
AB
Newark Academy 2002 — 2006
Riverwood Capital May 2013 - Present
Augusta Columbia Capital September 2011 - May 2013
Harris Williams & Co. June 2010 - August 2011
Teach For America August 2009 - December 2009
Pacific Corporate Group May 2009 - August 2009
Skills
Entrepreneurship, Private Equity, Venture Capital, Valuation, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Investments, Corporate Finance, Growth Capital, Non-profit Volunteer, Investment Banking, Finance
Education
Georgetown University 2006 — 2009
AB
Newark Academy 2002 — 2006
Jack Waterstreet's Harris Williams & Co. Experience June 2004 - July 2006
Job Partner at Insight Equity
Industry Investment Management
Experience
Insight Equity August 2009 - Present
Brockway Moran & Partners August 2006 - May 2008
Harris Williams & Co. June 2004 - July 2006
Bear Stearns 2003 - 2003
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA
Babson College 2000 — 2004
BS, Business Management
Insight Equity August 2009 - Present
Brockway Moran & Partners August 2006 - May 2008
Harris Williams & Co. June 2004 - July 2006
Bear Stearns 2003 - 2003
Education
Northwestern University - Kellogg School of Management 2008 — 2009
MBA
Babson College 2000 — 2004
BS, Business Management
Hiter Harris's Harris Williams & Co. Experience 1991 - Present
Job Managing Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. 1991 - Present
Bowles Hollowell & Conner 1987 - 1991
Skills
Private Equity, Venture Capital, Corporate Development, LBO, Mergers & Acquisitions, Investment Banking, Valuation, Due Diligence, Corporate Finance, M&A experience, Private Placements, Financial Modeling, Investments, Capital Markets, Entrepreneurship, Hedge Funds, Capital Raising, Alternative Investments, Business Planning, IPO, Leveraged Finance, Business Valuation, Mergers, Start-ups, Competitive Analysis, Business Strategy, Growth Capital, Strategy, Management Consulting, Economics, Leadership, Divestitures, Team Leadership, Restructuring, Emerging Markets, Buyouts, Executive Management, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Hampden-Sydney College
Harris Williams & Co. 1991 - Present
Bowles Hollowell & Conner 1987 - 1991
Skills
Private Equity, Venture Capital, Corporate Development, LBO, Mergers & Acquisitions, Investment Banking, Valuation, Due Diligence, Corporate Finance, M&A experience, Private Placements, Financial Modeling, Investments, Capital Markets, Entrepreneurship, Hedge Funds, Capital Raising, Alternative Investments, Business Planning, IPO, Leveraged Finance, Business Valuation, Mergers, Start-ups, Competitive Analysis, Business Strategy, Growth Capital, Strategy, Management Consulting, Economics, Leadership, Divestitures, Team Leadership, Restructuring, Emerging Markets, Buyouts, Executive Management, Acquisition Integration
Education
Harvard Business School 1985 — 1987
MBA
Hampden-Sydney College
Christopher Hand's Harris Williams & Co. Experience June 2014 - April 2015
Job Controller at Thompson Hospitality
Industry Food & Beverages
Experience
Thompson Hospitality May 2015 - Present
Harris Williams & Co. June 2014 - April 2015
ChildFund International June 2012 - June 2014
ChildFund International July 2011 - May 2012
ChildFund International January 2006 - June 2011
Skills
Accounting, Financial Reporting, Capacity Building, Strategic Planning, CPA, Auditing, Budgets, Financial Analysis, Grants, International..., Managerial Finance, Nonprofits, Policy, Program Management, Governance
Education
James Madison University 1991 — 1995
BBA, Accounting
Thompson Hospitality May 2015 - Present
Harris Williams & Co. June 2014 - April 2015
ChildFund International June 2012 - June 2014
ChildFund International July 2011 - May 2012
ChildFund International January 2006 - June 2011
Skills
Accounting, Financial Reporting, Capacity Building, Strategic Planning, CPA, Auditing, Budgets, Financial Analysis, Grants, International..., Managerial Finance, Nonprofits, Policy, Program Management, Governance
Education
James Madison University 1991 — 1995
BBA, Accounting
Chip Meyer's Harris Williams & Co. Experience 2002 - 2004
Job Chief Executive Officer at ViskonAire Corp.
Industry Wholesale
Experience
Viskon-Aire Corp. 2009 - Present
Credit Suisse 2001 - 2009
Harris Williams & Co. 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Arthur Andersen, LLC 1991 - 1996
Skills
Investment Banking, Manufacturing, Mergers & Acquisitions, Corporate Development, HVAC, Restructuring, Start-ups, Business Strategy, Venture Capital, Management, Capital Markets, Strategy, LBO, Private Equity, Due Diligence, M&A experience, Financial Modeling, Corporate Finance, Valuation
Education
Harvard Business School 1996 — 1998
MBA, Business
University of Virginia 1987 — 1991
BS, Commerce (Accounting)
Viskon-Aire Corp. 2009 - Present
Credit Suisse 2001 - 2009
Harris Williams & Co. 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Arthur Andersen, LLC 1991 - 1996
Skills
Investment Banking, Manufacturing, Mergers & Acquisitions, Corporate Development, HVAC, Restructuring, Start-ups, Business Strategy, Venture Capital, Management, Capital Markets, Strategy, LBO, Private Equity, Due Diligence, M&A experience, Financial Modeling, Corporate Finance, Valuation
Education
Harvard Business School 1996 — 1998
MBA, Business
University of Virginia 1987 — 1991
BS, Commerce (Accounting)
Joey Converse's Harris Williams & Co. Experience June 2008 - October 2010
Job Associate Brand Manager American Whiskey at Diageo
Industry Marketing and Advertising
Experience
Diageo August 2014 - Present
Diageo June 2013 - August 2013
Brazos Private Equity Partners November 2010 - July 2012
Harris Williams & Co. June 2008 - October 2010
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Diageo August 2014 - Present
Diageo June 2013 - August 2013
Brazos Private Equity Partners November 2010 - July 2012
Harris Williams & Co. June 2008 - October 2010
Education
Duke University - The Fuqua School of Business 2012 — 2014
Master of Business Administration (MBA)
Washington and Lee University 2004 — 2008
Jonathan Ives's Harris Williams & Co. Experience April 2009 - July 2011
Job Managing Director at SCG Partners
Industry Venture Capital & Private Equity
Experience
SCG Partners March 2014 - Present
Fifth Third Bank July 2011 - March 2014
Harris Williams & Co. April 2009 - July 2011
National City Capital Markets June 2003 - March 2009
Credit Suisse January 1999 - September 2001
Deloitte & Touche June 1997 - December 1998
Merrill Lynch January 1997 - June 1997
Skills
Investment banking, Capital Markets, Transportation and..., Mergers & Acquisitions, Private Placements, Investment Banking, Restructuring, Due Diligence, Capital, Valuation, Financial Advisory, Financial Modeling, Middle Market, Private Equity, Corporate Finance, Corporate Development, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance & Corporate Strategy
Eastern Michigan University 1992 — 1997
BBA/BA, Finance/Spanish
SCG Partners March 2014 - Present
Fifth Third Bank July 2011 - March 2014
Harris Williams & Co. April 2009 - July 2011
National City Capital Markets June 2003 - March 2009
Credit Suisse January 1999 - September 2001
Deloitte & Touche June 1997 - December 1998
Merrill Lynch January 1997 - June 1997
Skills
Investment banking, Capital Markets, Transportation and..., Mergers & Acquisitions, Private Placements, Investment Banking, Restructuring, Due Diligence, Capital, Valuation, Financial Advisory, Financial Modeling, Middle Market, Private Equity, Corporate Finance, Corporate Development, Investments, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance & Corporate Strategy
Eastern Michigan University 1992 — 1997
BBA/BA, Finance/Spanish
Stephen Sims's Harris Williams & Co. Experience June 2009 - July 2011
Job MBA Candidate at Fuqua School of Business
Industry Venture Capital & Private Equity
Experience
The Stephens Group August 2011 - July 2014
Harris Williams & Co. June 2009 - July 2011
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 2005 — 2009
B.A., Economics
The Stephens Group August 2011 - July 2014
Harris Williams & Co. June 2009 - July 2011
Education
Duke University - The Fuqua School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Princeton University 2005 — 2009
B.A., Economics
Thomas Shapiro's Harris Williams & Co. Experience July 2011 - June 2014
Job Acquisition Associate at TA Associates Realty
Industry Real Estate
Experience
TA Associates Realty April 2015 - Present
The Irvine Company June 2014 - March 2015
Harris Williams & Co. July 2011 - June 2014
US Navy 2005 - 2009
Skills
Financial Modeling, Navy, Military, Valuation, Program Management, DoD, Private Equity, Investment Banking, Leadership, Venture Capital, Corporate Development, Operational Planning, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 2004 — 2005
Master of Science, Mechanical Engineering
United States Naval Academy 2000 — 2004
Bachelor of Science (B.S.), Ocean Engineering
Loyola High School 1996 — 2000
TA Associates Realty April 2015 - Present
The Irvine Company June 2014 - March 2015
Harris Williams & Co. July 2011 - June 2014
US Navy 2005 - 2009
Skills
Financial Modeling, Navy, Military, Valuation, Program Management, DoD, Private Equity, Investment Banking, Leadership, Venture Capital, Corporate Development, Operational Planning, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Finance, General
University of California, Berkeley 2004 — 2005
Master of Science, Mechanical Engineering
United States Naval Academy 2000 — 2004
Bachelor of Science (B.S.), Ocean Engineering
Loyola High School 1996 — 2000
Blair Gilchrist's Harris Williams & Co. Experience June 2008 - March 2012
Job Senior Compliance Specialist at Capital One
Industry Financial Services
Experience
Capital One March 2012 - Present
Harris Williams & Co. June 2008 - March 2012
Skills
Due Diligence, Capital Markets, Corporate Finance, Mergers, Private Equity, Microsoft Office, Leadership
Education
James Madison University 2002 — 2006
Bachelor of Arts, English
Capital One March 2012 - Present
Harris Williams & Co. June 2008 - March 2012
Skills
Due Diligence, Capital Markets, Corporate Finance, Mergers, Private Equity, Microsoft Office, Leadership
Education
James Madison University 2002 — 2006
Bachelor of Arts, English
Marten Sjoquist's Harris Williams & Co. Experience June 2012 - July 2014
Job Associate at Monomoy Capital Partners
Industry Venture Capital & Private Equity
Experience
Monomoy Capital Partners September 2014 - Present
Harris Williams & Co. June 2012 - July 2014
PwC June 2011 - August 2011
Capstone Partners LLC September 2010 - December 2010
INO Therapeutics June 2010 - August 2010
ICAP June 2010 - June 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Economics
Univerzita Karlova v Praze 2011 — 2011
Monomoy Capital Partners September 2014 - Present
Harris Williams & Co. June 2012 - July 2014
PwC June 2011 - August 2011
Capstone Partners LLC September 2010 - December 2010
INO Therapeutics June 2010 - August 2010
ICAP June 2010 - June 2010
Education
Boston College 2008 — 2012
Bachelor of Science (B.S.), Finance, Corporate Reporting & Analysis, Economics
Univerzita Karlova v Praze 2011 — 2011
Jeff McMahon's Harris Williams & Co. Experience October 2009 - August 2011
Job Vice President at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC May 2015 - Present
SMH Records October 2014 - March 2015
Statesville Medical Management Services, LLC October 2014 - March 2015
Stephens Inc. November 2011 - October 2014
Harris Williams & Co. October 2009 - August 2011
Stifel Nicolaus & Company, Incorporated 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
Harvard University 2015 — 2017
Master of Arts (M.A.), Finance, General
Penn State University 2003 — 2007
BS, Finance
Ernst & Young Capital Advisors, LLC May 2015 - Present
SMH Records October 2014 - March 2015
Statesville Medical Management Services, LLC October 2014 - March 2015
Stephens Inc. November 2011 - October 2014
Harris Williams & Co. October 2009 - August 2011
Stifel Nicolaus & Company, Incorporated 2007 - 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Mergers & Acquisitions, Capital Markets, Finance, Investments
Education
Harvard University 2015 — 2017
Master of Arts (M.A.), Finance, General
Penn State University 2003 — 2007
BS, Finance
Grace Kingdon's Harris Williams & Co. Experience July 2015 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Kamal Haddad's Harris Williams & Co. Experience July 2008 - July 2010
Job Founder and CEO at Hear Lyrics
Industry Online Media
Experience
Hear Lyrics February 2012 - Present
Emergent Electronics July 2010 - Present
Harris Williams & Co. July 2008 - July 2010
Education
Babson College 2004 — 2008
Bachelor of Science (B.S.), Finance and Economics
Hear Lyrics February 2012 - Present
Emergent Electronics July 2010 - Present
Harris Williams & Co. July 2008 - July 2010
Education
Babson College 2004 — 2008
Bachelor of Science (B.S.), Finance and Economics
Emily Brooks's Harris Williams & Co. Experience May 2013 - Present
Job Recruiting Coordinator
Industry Investment Banking
Experience
Harris Williams & Co. May 2013 - Present
Harris Williams & Co. November 2012 - May 2013
The Limited October 2011 - March 2013
Outer Banks Seafood Company May 2010 - February 2011
Education
Ferrum College 2006 — 2010
Business Management
Harris Williams & Co. May 2013 - Present
Harris Williams & Co. November 2012 - May 2013
The Limited October 2011 - March 2013
Outer Banks Seafood Company May 2010 - February 2011
Education
Ferrum College 2006 — 2010
Business Management
Andrew Durlak's Harris Williams & Co. Experience June 2007 - July 2009
Job CoFounder at Scout
Industry Venture Capital & Private Equity
Experience
Scout RFP July 2013 - Present
Prospect Partners, LLC July 2009 - July 2011
Harris Williams & Co. June 2007 - July 2009
General Electric May 2006 - May 2007
Skills
Private Equity, Mergers, Investment Banking, LBO, Restructuring, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Leveraged Finance, Acquisitions, Financial Modeling, Management, Investments, Corporate Development, M&A experience, Financial Analysis, Corporate Finance, Capital Markets, Growth Capital, Business Valuation, DCF
Education
Case Western Reserve University 2003 — 2007
B.S., Management, magna cum laude
Scout RFP July 2013 - Present
Prospect Partners, LLC July 2009 - July 2011
Harris Williams & Co. June 2007 - July 2009
General Electric May 2006 - May 2007
Skills
Private Equity, Mergers, Investment Banking, LBO, Restructuring, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Leveraged Finance, Acquisitions, Financial Modeling, Management, Investments, Corporate Development, M&A experience, Financial Analysis, Corporate Finance, Capital Markets, Growth Capital, Business Valuation, DCF
Education
Case Western Reserve University 2003 — 2007
B.S., Management, magna cum laude
George Magovern III's Harris Williams & Co. Experience June 2009 - November 2011
Job MBA Candidate at Carnegie Mellon University Tepper School of Business
Industry Venture Capital & Private Equity
Experience
BB&T Capital Partners June 2012 - June 2014
Harris Williams & Co. June 2009 - November 2011
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
B.S. Accounting & Business Administration, Accounting
The Salisbury School 2003 — 2005
Sewickley Academy
BB&T Capital Partners June 2012 - June 2014
Harris Williams & Co. June 2009 - November 2011
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
Master of Business Administration (MBA)
Washington and Lee University 2005 — 2009
B.S. Accounting & Business Administration, Accounting
The Salisbury School 2003 — 2005
Sewickley Academy
Hunter Mulligan's Harris Williams & Co. Experience June 2008 - April 2011
Job Senior Associate at Platinum Equity
Industry Venture Capital & Private Equity
Experience
Platinum Equity January 2014 - Present
Platinum Equity April 2011 - December 2013
Harris Williams & Co. June 2008 - April 2011
The Riverside Company June 2007 - August 2007
Skills
LBO, Private Equity, Valuation, Financial Modeling, Mergers
Education
Bates College 2004 — 2008
B.A, Economics
Danish Institute for Study Abroad (DIS) 2006 — 2006
Economics, History
The Taft School 2000 — 2004
Platinum Equity January 2014 - Present
Platinum Equity April 2011 - December 2013
Harris Williams & Co. June 2008 - April 2011
The Riverside Company June 2007 - August 2007
Skills
LBO, Private Equity, Valuation, Financial Modeling, Mergers
Education
Bates College 2004 — 2008
B.A, Economics
Danish Institute for Study Abroad (DIS) 2006 — 2006
Economics, History
The Taft School 2000 — 2004
Michael Lambe's Harris Williams & Co. Experience 2006 - 2010
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
Nakia Morrison's Harris Williams & Co. Experience December 2004 - June 2011
Job Administrative Professional
Industry Consumer Services
Experience
Always Best Care December 2010 - Present
Harris Williams & Co. December 2004 - June 2011
Hall House September 2008 - July 2009
Paramount's Kings Dominion January 2005 - August 2005
Atlantic Resource Group, Inc March 2002 - July 2003
Skills
Data Entry, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Process Scheduler, Access, Event Planning, Microsoft Office, Customer Service, Research, Administrative..., File Management, Management, Time Management, Recruiting, Marketing, Editing, Training, Teamwork
Education
Averett University 2010 — 2012
BBA graduate, 2011
Always Best Care December 2010 - Present
Harris Williams & Co. December 2004 - June 2011
Hall House September 2008 - July 2009
Paramount's Kings Dominion January 2005 - August 2005
Atlantic Resource Group, Inc March 2002 - July 2003
Skills
Data Entry, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Process Scheduler, Access, Event Planning, Microsoft Office, Customer Service, Research, Administrative..., File Management, Management, Time Management, Recruiting, Marketing, Editing, Training, Teamwork
Education
Averett University 2010 — 2012
BBA graduate, 2011
Clark Shields's Harris Williams & Co. Experience August 1998 - March 2000
Job Equities Research at Wellington Management
Industry Investment Management
Experience
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Wellington Management June 2015 - Present
T. Rowe Price August 2006 - May 2015
Federated MDT Advisers March 2000 - June 2004
Harris Williams & Co. August 1998 - March 2000
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Kelli Grant's Harris Williams & Co. Experience July 2013 - Present
Job Marketing Administrative Assistant at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2013 - Present
Dollar Tree Stores June 2011 - September 2013
Ferrum College January 2011 - May 2011
Ferrum College August 2007 - May 2011
Skills
Retail, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Management, Data Entry, Customer Satisfaction, Team Building, Sales, Event Planning, Team Leadership, Process Scheduler
Education
Ferrum College 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Culpeper County High School 2004 — 2007
Harris Williams & Co. July 2013 - Present
Dollar Tree Stores June 2011 - September 2013
Ferrum College January 2011 - May 2011
Ferrum College August 2007 - May 2011
Skills
Retail, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, Management, Data Entry, Customer Satisfaction, Team Building, Sales, Event Planning, Team Leadership, Process Scheduler
Education
Ferrum College 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Culpeper County High School 2004 — 2007
Matthew Jacoby's Harris Williams & Co. Experience May 2012 - August 2014
Job Senior Compliance Officer Control Room at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
Harris Williams & Co. May 2012 - August 2014
PNC Capital Markets LLC May 2012 - August 2014
PNC January 2012 - May 2012
PNC September 2009 - December 2011
PNC Global Investment Services September 2008 - September 2009
Skills
Series 24, Series 7, Series 63, Risk Management, Portfolio Management, Hedge Funds, Mutual Funds, Financial Analysis, Finance, Equities, Due Diligence, Derivatives, Banking
Education
Kent State University
Bachelor of Science (BS), Finance
J.P. Morgan August 2014 - Present
Harris Williams & Co. May 2012 - August 2014
PNC Capital Markets LLC May 2012 - August 2014
PNC January 2012 - May 2012
PNC September 2009 - December 2011
PNC Global Investment Services September 2008 - September 2009
Skills
Series 24, Series 7, Series 63, Risk Management, Portfolio Management, Hedge Funds, Mutual Funds, Financial Analysis, Finance, Equities, Due Diligence, Derivatives, Banking
Education
Kent State University
Bachelor of Science (BS), Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS