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
Bohdan Tyshynsky Bohdan Tyshynsky's Harris Williams & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Carlson Consulting Enterprise January 2013 - December 2013
Harris Williams & Co. June 2013 - August 2013
Render LLC November 2012 - June 2013
Skills
Teamwork, Entrepreneurship, Leadership, German, Finance, Financial Analysis, Fundraising, Social Media, Microsoft Excel, Financial Modeling, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Dual Degree: Bachelor of Science in Business and Bachelor of Arts, Triple Major: Finance, Entrepreneurial Management, and German, 3.74
Harris Williams & Co. June 2014 - Present
Carlson Consulting Enterprise January 2013 - December 2013
Harris Williams & Co. June 2013 - August 2013
Render LLC November 2012 - June 2013
Skills
Teamwork, Entrepreneurship, Leadership, German, Finance, Financial Analysis, Fundraising, Social Media, Microsoft Excel, Financial Modeling, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Dual Degree: Bachelor of Science in Business and Bachelor of Arts, Triple Major: Finance, Entrepreneurial Management, and German, 3.74
Alexander Bales's Harris Williams & Co. Experience May 2015 - May 2015
Job StudentAthlete at the University of North Carolina
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
University of North Carolina at Chapel Hill September 2013 - May 2014
Skills
Coaching, Microsoft Excel, PowerPoint, Spanish, Public Speaking, Teamwork, Fitness, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor's Degree, Business Administration and Management, Corporate Finance, Junior
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Mathematical Decision Sciences, Junior
Kenan-Flagler Global Immersion Elective in Heredia, Costa Rica
Rockhurst High School 2008 — 2012
High School
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
University of North Carolina at Chapel Hill September 2013 - May 2014
Skills
Coaching, Microsoft Excel, PowerPoint, Spanish, Public Speaking, Teamwork, Fitness, Bloomberg Terminal
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2016
Bachelor's Degree, Business Administration and Management, Corporate Finance, Junior
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Mathematical Decision Sciences, Junior
Kenan-Flagler Global Immersion Elective in Heredia, Costa Rica
Rockhurst High School 2008 — 2012
High School
Kim Havens's Harris Williams & Co. Experience February 2004 - Present
Job Executive Assistant at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. February 2004 - Present
PrimeVest Financial Services 2002 - 2004
Kalbaugh Pfund & Messersmith 1998 - 2002
Skills
Microsoft Office, Outlook, Concur, File Management, Administrative..., Microsoft Excel, Access, Expense Reports, PowerPoint, Microsoft Word, Travel Arrangements, Calendaring, Customer Service, Executive Support, Expense Management, Public Speaking
Education
University of Phoenix 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Virginia Commonwealth University 1991 — 1992
Art History, Criticism and Conservation
Harris Williams & Co. February 2004 - Present
PrimeVest Financial Services 2002 - 2004
Kalbaugh Pfund & Messersmith 1998 - 2002
Skills
Microsoft Office, Outlook, Concur, File Management, Administrative..., Microsoft Excel, Access, Expense Reports, PowerPoint, Microsoft Word, Travel Arrangements, Calendaring, Customer Service, Executive Support, Expense Management, Public Speaking
Education
University of Phoenix 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Virginia Commonwealth University 1991 — 1992
Art History, Criticism and Conservation
Michael Metcalf Michael Metcalf's Harris Williams & Co. Experience June 2008 - August 2008
Job Business Development / Mergers & Acquisitions at Alcon, a Novartis company
Industry Pharmaceuticals
Experience
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Alcon, a Novartis company May 2015 - Present
Dallas Permian Partners January 2015 - Present
Independent Bankers Capital Funds January 2010 - January 2015
BankCap Partners June 2009 - October 2009
Harris Williams & Co. June 2008 - August 2008
JP Morgan November 2005 - July 2007
Morgan Stanley 2003 - 2005
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Corporate Finance, Due Diligence, LBO, Portfolio Management, Alternative Investments, Asset Managment, Mergers, Finance, Mergers & Acquisitions, Asset Management
Education
Vanderbilt University - Owen Graduate School of Management 2007 — 2009
M.B.A., Finance, Accounting, Real Estate
The University of Texas at Austin 1999 — 2003
B.S., Corporate Communication
Nathan Druckenmiller Nathan Druckenmiller's Harris Williams & Co. Experience June 2012 - August 2014
Job Private Equity Associate at Kinderhook Industries
Industry Venture Capital & Private Equity
Experience
Kinderhook Industries September 2014 - Present
Harris Williams & Co. June 2012 - August 2014
KeyBanc Capital Markets July 2011 - May 2012
Ross, Sinclaire & Associates LLC August 2010 - March 2011
Skills
Financial Modeling, Valuation, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Oak Harbor High School 2003 — 2007
Kinderhook Industries September 2014 - Present
Harris Williams & Co. June 2012 - August 2014
KeyBanc Capital Markets July 2011 - May 2012
Ross, Sinclaire & Associates LLC August 2010 - March 2011
Skills
Financial Modeling, Valuation, Investment Management
Education
The Ohio State University - The Max M. Fisher College of Business 2007 — 2011
Bachelor's of Science in Business Administration, Finance
Oak Harbor High School 2003 — 2007
Alexander Ryan Alexander Ryan's Harris Williams & Co. Experience June 2013 - July 2014
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Harris Williams & Co. June 2013 - July 2014
Harris Williams & Co. May 2012 - August 2012
Northland Capital Markets April 2011 - June 2012
Skills
Corporate Finance, Financial Modeling, Investments, Analysis, Financial Analysis, Career Development..., Process Improvement, Equity Research, Valuation, Mergers & Acquisitions, Economics, Competitive Analysis, Access, M&A experience, Capital Markets, Venture Capital, Corporate Development, Private Equity, Due Diligence, LBO, DCF, Investment Banking, Strategic Financial..., Finance, Series 7, Animals, Equities, Hair, Window Treatments, Jewelry Design, Quantitative Analytics, Novels, Getting The Job Done, Bloomberg, Swimming, Manipulation Under..., Pickles
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance
Houlihan Lokey July 2014 - Present
Harris Williams & Co. June 2013 - July 2014
Harris Williams & Co. May 2012 - August 2012
Northland Capital Markets April 2011 - June 2012
Skills
Corporate Finance, Financial Modeling, Investments, Analysis, Financial Analysis, Career Development..., Process Improvement, Equity Research, Valuation, Mergers & Acquisitions, Economics, Competitive Analysis, Access, M&A experience, Capital Markets, Venture Capital, Corporate Development, Private Equity, Due Diligence, LBO, DCF, Investment Banking, Strategic Financial..., Finance, Series 7, Animals, Equities, Hair, Window Treatments, Jewelry Design, Quantitative Analytics, Novels, Getting The Job Done, Bloomberg, Swimming, Manipulation Under..., Pickles
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (B.S.), Finance
Allison Bridges's Harris Williams & Co. Experience 2001 - 2003
Job Founder and CEO at Shine Blowdry Bar
Industry Consumer Services
Experience
Shine Blowdry Bar February 2014 - Present
Athena Advisory Group July 2010 - February 2014
The Villages Clinical Lab March 2006 - September 2009
Harris Williams & Co. 2001 - 2003
Mitchell Madison Group 1996 - 1998
Skills
Mergers, Due Diligence, Financial Modeling, Business Strategy, Strategic Planning, Entrepreneurship, Financial Analysis, Management, Mergers & Acquisitions, Management Consulting, Private Equity, Budgets, Business Development, Competitive Analysis, Executive Management, Leadership, Start-ups, Strategic Partnerships, Strategy, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Princeton University 1992 — 1996
BA, Art History
Groton School 1989 — 1992
Shine Blowdry Bar February 2014 - Present
Athena Advisory Group July 2010 - February 2014
The Villages Clinical Lab March 2006 - September 2009
Harris Williams & Co. 2001 - 2003
Mitchell Madison Group 1996 - 1998
Skills
Mergers, Due Diligence, Financial Modeling, Business Strategy, Strategic Planning, Entrepreneurship, Financial Analysis, Management, Mergers & Acquisitions, Management Consulting, Private Equity, Budgets, Business Development, Competitive Analysis, Executive Management, Leadership, Start-ups, Strategic Partnerships, Strategy, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Princeton University 1992 — 1996
BA, Art History
Groton School 1989 — 1992
Marshall Croft Marshall Croft's Harris Williams & Co. Experience May 2009 - Present
Job Vice President at Harris Williams & Co.
Industry Banking
Experience
Harris Williams & Co. May 2009 - Present
Darden Graduate School of Business August 2007 - May 2009
Goldman Sachs June 2008 - August 2008
US Navy May 2002 - May 2007
Skills
Investment Banking, Military, Navy, Financial Modeling, Program Management, Strategic Planning, Leadership, Military Operations, DoD, Mergers, Business Strategy, Operations Management, Leadership Development, Team Leadership, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.)
United States Naval Academy 1998 — 2002
BS, Economics
Saints
Harris Williams & Co. May 2009 - Present
Darden Graduate School of Business August 2007 - May 2009
Goldman Sachs June 2008 - August 2008
US Navy May 2002 - May 2007
Skills
Investment Banking, Military, Navy, Financial Modeling, Program Management, Strategic Planning, Leadership, Military Operations, DoD, Mergers, Business Strategy, Operations Management, Leadership Development, Team Leadership, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
Master of Business Administration (M.B.A.)
United States Naval Academy 1998 — 2002
BS, Economics
Saints
Shyamal Swami Shyamal Swami's Harris Williams & Co. Experience December 2013 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. December 2013 - Present
Comcast Cable May 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
UBS Wealth Management May 2012 - August 2012
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investment Banking, Investments, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2014
B.S. Business Administration, Corporate Finance
Casady
Harris Williams & Co. December 2013 - Present
Comcast Cable May 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
UBS Wealth Management May 2012 - August 2012
Skills
Valuation, Portfolio Management, Mergers & Acquisitions, Investment Banking, Investments, Corporate Finance, Finance, Financial Analysis, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill 2011 — 2014
B.S. Business Administration, Corporate Finance
Casady
Surejdip Sembiring Surejdip Sembiring's Harris Williams & Co. Experience June 2011 - July 2013
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Credit Suisse June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Regency Capital Partners September 2008 - December 2008
Westbridge Properties September 2008 - December 2008
The Small Bin Rental Co. September 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Cleveland High School 2003 — 2007
The Riverside Company August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Credit Suisse June 2010 - August 2010
Viant Group, LLC July 2009 - September 2009
Regency Capital Partners September 2008 - December 2008
Westbridge Properties September 2008 - December 2008
The Small Bin Rental Co. September 2005 - June 2007
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S., Business Administration
Cleveland High School 2003 — 2007
Steven Lamb Steven Lamb's Harris Williams & Co. Experience June 2007 - June 2009
Job Vice President at Court Square Capital
Industry Venture Capital & Private Equity
Experience
Court Square Capital July 2013 - Present
Ventura Coastal, LLC August 2012 - September 2012
Oak Hill Capital June 2012 - August 2012
Kelso & Co. July 2009 - July 2011
Harris Williams & Co. June 2007 - June 2009
Skills
Valuation, Finance, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Capital Markets, LBO, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2003 — 2007
BS, Business & Accounting
Court Square Capital July 2013 - Present
Ventura Coastal, LLC August 2012 - September 2012
Oak Hill Capital June 2012 - August 2012
Kelso & Co. July 2009 - July 2011
Harris Williams & Co. June 2007 - June 2009
Skills
Valuation, Finance, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Financial Analysis, Mergers & Acquisitions, Investments, Capital Markets, LBO, Corporate Development
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Washington and Lee University 2003 — 2007
BS, Business & Accounting
Dylan Margalit's Harris Williams & Co. Experience June 2014 - Present
Job Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Compass Partners Advisors, LLP May 2013 - August 2013
ROSS PORTFOLIO MANAGEMENT CLUB May 2012 - March 2013
Endurance June 2012 - August 2012
MREACH: ENRICHING ACADEMICS IN COLLABORATION W/ H.S. September 2011 - April 2012
Skills
Microsoft Office, Access, Financial Analysis, Financial Modeling, Microsoft Excel, Management, Data Analysis, PowerPoint, Research, Microsoft Word, Retail, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2010 — 2014
Harris Williams & Co. June 2014 - Present
Compass Partners Advisors, LLP May 2013 - August 2013
ROSS PORTFOLIO MANAGEMENT CLUB May 2012 - March 2013
Endurance June 2012 - August 2012
MREACH: ENRICHING ACADEMICS IN COLLABORATION W/ H.S. September 2011 - April 2012
Skills
Microsoft Office, Access, Financial Analysis, Financial Modeling, Microsoft Excel, Management, Data Analysis, PowerPoint, Research, Microsoft Word, Retail, Time Management
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration (BBA), Finance and Strategy
University of Michigan 2010 — 2014
Graham Gillam's Harris Williams & Co. Experience June 2014 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Skills
Budget Analysis, Cost Analysis, Earned Value Management, Financial Modeling, Financial Analysis, Equity Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Bath 2002 — 2006
BSc, Business Administration
University of Virginia 2005 — 2005
Study Abroad Program, McIntire School of Commerce
Harris Williams & Co. June 2014 - Present
Skills
Budget Analysis, Cost Analysis, Earned Value Management, Financial Modeling, Financial Analysis, Equity Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Bath 2002 — 2006
BSc, Business Administration
University of Virginia 2005 — 2005
Study Abroad Program, McIntire School of Commerce
Nicholas Stommes's Harris Williams & Co. Experience June 2010 - July 2012
Job MBA Candidate at UNC KenanFlagler
Industry Higher Education
Experience
VCIC (Venture Capital Investment Competition) October 2014 - Present
UNC Kenan-Flagler August 2014 - Present
New Capital Partners May 2015 - August 2015
BB&T Capital Partners August 2012 - July 2014
Harris Williams & Co. June 2010 - July 2012
Cargill May 2009 - August 2009
Redhawk Wealth Advisors May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Due Diligence, LBO, Investment Banking, Microsoft Excel, Investments, Sell Side, Mergers, Portfolio Management, Equities, Mergers & Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Minnesota 2005 — 2010
Bachelor of Science in Business, Finance, Mathematics, Accounting
Curtis L. Carlson School of Management 2005 — 2010
Bachelor of Science, Finance; Mathematics; Accounting
VCIC (Venture Capital Investment Competition) October 2014 - Present
UNC Kenan-Flagler August 2014 - Present
New Capital Partners May 2015 - August 2015
BB&T Capital Partners August 2012 - July 2014
Harris Williams & Co. June 2010 - July 2012
Cargill May 2009 - August 2009
Redhawk Wealth Advisors May 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Private Equity, Due Diligence, LBO, Investment Banking, Microsoft Excel, Investments, Sell Side, Mergers, Portfolio Management, Equities, Mergers & Acquisitions, Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Master of Business Administration (MBA)
University of Minnesota 2005 — 2010
Bachelor of Science in Business, Finance, Mathematics, Accounting
Curtis L. Carlson School of Management 2005 — 2010
Bachelor of Science, Finance; Mathematics; Accounting
Andrea Poldoian's Harris Williams & Co. Experience April 2010 - July 2012
Job Vice President at Winona Capital Management
Industry Venture Capital & Private Equity
Experience
Winona Capital Management August 2014 - Present
Kinsale Capital Partners February 2013 - June 2014
Hyde Park Angels May 2013 - September 2013
Harris Williams & Co. April 2010 - July 2012
Stonebridge Associates October 2009 - April 2010
Chaffe & Associates September 2008 - May 2009
Westfield Capital Management May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, LBO, Venture Capital, Equities, Corporate Development, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Management, Psychology
Winona Capital Management August 2014 - Present
Kinsale Capital Partners February 2013 - June 2014
Hyde Park Angels May 2013 - September 2013
Harris Williams & Co. April 2010 - July 2012
Stonebridge Associates October 2009 - April 2010
Chaffe & Associates September 2008 - May 2009
Westfield Capital Management May 2008 - August 2008
Fidelity Investments June 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Investment Banking, Equity Research, Mergers & Acquisitions, Valuation, Due Diligence, Private Equity, Corporate Finance, Financial Analysis, LBO, Venture Capital, Equities, Corporate Development, Business Valuation
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Tulane University - A.B. Freeman School of Business 2005 — 2009
Bachelor of Science (BS), Finance, Management, Psychology
Richard Furseth's Harris Williams & Co. Experience June 2015 - August 2015
Job MBA Candidate
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - August 2015
Sentry Insurance January 2014 - July 2014
Sentry Insurance January 2012 - December 2013
Sentry Insurance June 2009 - December 2011
ATK May 2008 - January 2009
Ecolab May 2007 - August 2007
Skills
Insurance, Life Insurance, Property & Casualty..., Investments, Financial Analysis, Strategy, Financial Modeling, Department Budgeting, Strategic Financial..., Customer Satisfaction, Market Analysis, Disability Insurance, Equities, Business Strategy, Risk Management, Pricing, Finance, Underwriting, Commercial Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2004 — 2009
BSB, Finance; Risk Mgmt & Insurance
Harris Williams & Co. June 2015 - August 2015
Sentry Insurance January 2014 - July 2014
Sentry Insurance January 2012 - December 2013
Sentry Insurance June 2009 - December 2011
ATK May 2008 - January 2009
Ecolab May 2007 - August 2007
Skills
Insurance, Life Insurance, Property & Casualty..., Investments, Financial Analysis, Strategy, Financial Modeling, Department Budgeting, Strategic Financial..., Customer Satisfaction, Market Analysis, Disability Insurance, Equities, Business Strategy, Risk Management, Pricing, Finance, Underwriting, Commercial Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2004 — 2009
BSB, Finance; Risk Mgmt & Insurance
Thomas (Tommy) DeMarco's Harris Williams & Co. Experience October 2014 - June 2015
Job Bilingual Customer Logistics Liaison at Land O'Lakes, Inc.
Industry International Trade and Development
Experience
Harris Williams & Co. October 2014 - June 2015
CIEE Service-Learning Study Abroad Program November 2013 - June 2014
CIEE Service-Learning Study Abroad Program May 2013 - June 2014
Giggles Campfire Grill 2003 - 2014
CIEE Service-Learning Study Abroad Program January 2012 - May 2013
Carlson School of Management September 2007 - March 2012
Net Impact: Carlson Undergraduate Chapter May 2009 - December 2011
Target June 2011 - August 2011
Arte-a-Mano Community Artisan Association August 2008 - January 2009
Skills
Non-profits, Community Organizing, Program Development, Public Speaking, Fundraising, Volunteer Management, Spanish, Event Management, Grant Writing, Microsoft Office, Leadership Development, Research, Event Planning, Community Outreach, Strategic Planning, Social Media, Data Analysis, Workshop Facilitation, Service Learning, Public Relations, Market Research, International..., Leadership, Policy Analysis, Higher Education, Social Entrepreneurship, Facilitation, Program Management, Community Economic..., Group Dynamics, Business Strategy, Business Development, International Business..., Intercultural...
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor's Degree, International Business and Public/Non-Profit Management
University of Minnesota-Twin Cities 2007 — 2011
Bachelor's Degree, Spanish Studies
Universidad del Pacífico (PE) 2010 — 2010
International Business Administration
Pontificia Universidad Católica Madre y Maestra 2008 — 2008
International and Community Development
Cretin-Derham Hall High School 2003 — 2007
High School
Harris Williams & Co. October 2014 - June 2015
CIEE Service-Learning Study Abroad Program November 2013 - June 2014
CIEE Service-Learning Study Abroad Program May 2013 - June 2014
Giggles Campfire Grill 2003 - 2014
CIEE Service-Learning Study Abroad Program January 2012 - May 2013
Carlson School of Management September 2007 - March 2012
Net Impact: Carlson Undergraduate Chapter May 2009 - December 2011
Target June 2011 - August 2011
Arte-a-Mano Community Artisan Association August 2008 - January 2009
Skills
Non-profits, Community Organizing, Program Development, Public Speaking, Fundraising, Volunteer Management, Spanish, Event Management, Grant Writing, Microsoft Office, Leadership Development, Research, Event Planning, Community Outreach, Strategic Planning, Social Media, Data Analysis, Workshop Facilitation, Service Learning, Public Relations, Market Research, International..., Leadership, Policy Analysis, Higher Education, Social Entrepreneurship, Facilitation, Program Management, Community Economic..., Group Dynamics, Business Strategy, Business Development, International Business..., Intercultural...
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor's Degree, International Business and Public/Non-Profit Management
University of Minnesota-Twin Cities 2007 — 2011
Bachelor's Degree, Spanish Studies
Universidad del Pacífico (PE) 2010 — 2010
International Business Administration
Pontificia Universidad Católica Madre y Maestra 2008 — 2008
International and Community Development
Cretin-Derham Hall High School 2003 — 2007
High School
Luke Nowicki's Harris Williams & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Banking
Experience
Harris Williams & Co. June 2014 - Present
Mason School of Business Investment Club October 2011 - May 2014
Howard J. Busbee Finance Academy October 2011 - May 2014
Walsingham Academy March 2011 - May 2014
Deutsche Bank June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Skills
Valuation, Microsoft Excel, Portfolio Management, Analysis, Equities, Economics, Data Analysis, Budgets, Financial Modeling, Investments, Bloomberg, Internet Explorer
Education
The College of William and Mary - The Mason School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Mathematics
Harris Williams & Co. June 2014 - Present
Mason School of Business Investment Club October 2011 - May 2014
Howard J. Busbee Finance Academy October 2011 - May 2014
Walsingham Academy March 2011 - May 2014
Deutsche Bank June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Skills
Valuation, Microsoft Excel, Portfolio Management, Analysis, Equities, Economics, Data Analysis, Budgets, Financial Modeling, Investments, Bloomberg, Internet Explorer
Education
The College of William and Mary - The Mason School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Mathematics
Steven Kozhimala's Harris Williams & Co. Experience June 2013 - July 2015
Job Associate at H.I.G. Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
The Wharton School January 2013 - May 2013
LLR Partners May 2012 - August 2012
Navigator Capital Partners May 2011 - August 2011
The Wharton School June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. Economics, Finance, Accounting
Xaverian
H.I.G. Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
The Wharton School January 2013 - May 2013
LLR Partners May 2012 - August 2012
Navigator Capital Partners May 2011 - August 2011
The Wharton School June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2009 — 2013
B.S. Economics, Finance, Accounting
Xaverian
Bram Hall Bram Hall's Harris Williams & Co. Experience 2000 - 2009
Job Managing Director at BlackArch Partners
Industry Investment Banking
Experience
Harris Williams & Co. 2000 - 2009
McKinsey & Company 1998 - 2000
Moore & Van Allen, PLLC 1996 - 1998
Skills
Financial Modeling, Corporate Development, Mergers & Acquisitions, Management Consulting, Mergers, Corporate Finance, Investment Banking, Due Diligence, Venture Capital, Transportation, Private Equity, LBO, Logistics, Valuation, Financial Services
Education
Stanford University Law School 1993 — 1996
JD
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics & Biology
Harris Williams & Co. 2000 - 2009
McKinsey & Company 1998 - 2000
Moore & Van Allen, PLLC 1996 - 1998
Skills
Financial Modeling, Corporate Development, Mergers & Acquisitions, Management Consulting, Mergers, Corporate Finance, Investment Banking, Due Diligence, Venture Capital, Transportation, Private Equity, LBO, Logistics, Valuation, Financial Services
Education
Stanford University Law School 1993 — 1996
JD
University of North Carolina at Chapel Hill 1989 — 1993
BA, Economics & Biology
Dan Smart's Harris Williams & Co. Experience June 2011 - July 2012
Job Human Resource Development Program Associate at Marsh & McLennan Companies, Inc.
Industry Human Resources
Experience
Marsh & McLennan Companies, Inc. July 2014 - Present
Regeneron Pharmaceuticals May 2013 - August 2013
Harris Williams & Co. June 2011 - July 2012
University of Utah Investment Management Office January 2010 - May 2011
The Riverside Company May 2010 - August 2010
University of Utah President's Office August 2009 - May 2010
The Diplomatic Courier May 2009 - August 2009
Skills
Mergers, Finance, Microsoft Office, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Investments, Leadership, Financial Modeling, Business Analysis, Analysis, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Research, Microsoft Excel, Market Research, Management, Organizational..., Organizational..., Valuation, Marketing, Restructuring
Education
Columbia University Teachers College 2013 — 2014
Master of Arts (M.A.), Social and Organizational Psychology
University of Utah - David Eccles School of Business 2005 — 2011
Bachelor of Science, Finance, French
Marsh & McLennan Companies, Inc. July 2014 - Present
Regeneron Pharmaceuticals May 2013 - August 2013
Harris Williams & Co. June 2011 - July 2012
University of Utah Investment Management Office January 2010 - May 2011
The Riverside Company May 2010 - August 2010
University of Utah President's Office August 2009 - May 2010
The Diplomatic Courier May 2009 - August 2009
Skills
Mergers, Finance, Microsoft Office, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Investments, Leadership, Financial Modeling, Business Analysis, Analysis, Data Analysis, Public Speaking, PowerPoint, Microsoft Word, Research, Microsoft Excel, Market Research, Management, Organizational..., Organizational..., Valuation, Marketing, Restructuring
Education
Columbia University Teachers College 2013 — 2014
Master of Arts (M.A.), Social and Organizational Psychology
University of Utah - David Eccles School of Business 2005 — 2011
Bachelor of Science, Finance, French
Patrick Maxwell Patrick Maxwell's Harris Williams & Co. Experience May 2013 - August 2014
Job JD Candidate at The University of Chicago Law School
Industry Financial Services
Experience
The University of Chicago Law School September 2014 - Present
Federal Trade Commission June 2015 - August 2015
Harris Williams & Co. May 2013 - August 2014
PNC August 2011 - May 2013
Fisher College of Business September 2010 - June 2011
JP Morgan Chase June 2010 - September 2010
Ross, Sinclaire & Associates, LLC May 2009 - December 2009
Skills
Series 7, Series 63, Series 79, Mergers & Acquisitions, Investment Banking, FINRA, Flags, Flag Football, First Time Home Buyers, Mexican Cuisine, PowerPoint, Roundabouts, Tigers
Education
The Ohio State University 2007 — 2011
Bachelor, Finance, Political Science (dual degree)
Avon Lake High School
The University of Chicago Law School September 2014 - Present
Federal Trade Commission June 2015 - August 2015
Harris Williams & Co. May 2013 - August 2014
PNC August 2011 - May 2013
Fisher College of Business September 2010 - June 2011
JP Morgan Chase June 2010 - September 2010
Ross, Sinclaire & Associates, LLC May 2009 - December 2009
Skills
Series 7, Series 63, Series 79, Mergers & Acquisitions, Investment Banking, FINRA, Flags, Flag Football, First Time Home Buyers, Mexican Cuisine, PowerPoint, Roundabouts, Tigers
Education
The Ohio State University 2007 — 2011
Bachelor, Finance, Political Science (dual degree)
Avon Lake High School
Jeff Todd's Harris Williams & Co. Experience July 2014 - September 2014
Job Analyst, Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2014 - Present
Harris Williams & Co. July 2014 - September 2014
PNC June 2013 - June 2014
Skills
Financial Modeling, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Valuation, Equities, Financial Analysis, PowerPoint, Restructuring, Microsoft Excel, Financial Structuring
Education
University of Virginia 2009 — 2013
Bachelor of Commerce (BCom), McIntire School of Commerce: Finance and Real Estate
Universidad Nacional Andrés Bello 2010 — 2010
Spanish Immersion Program
Wells Fargo Securities September 2014 - Present
Harris Williams & Co. July 2014 - September 2014
PNC June 2013 - June 2014
Skills
Financial Modeling, Investment Banking, Private Equity, Due Diligence, Mergers & Acquisitions, Investments, Valuation, Equities, Financial Analysis, PowerPoint, Restructuring, Microsoft Excel, Financial Structuring
Education
University of Virginia 2009 — 2013
Bachelor of Commerce (BCom), McIntire School of Commerce: Finance and Real Estate
Universidad Nacional Andrés Bello 2010 — 2010
Spanish Immersion Program
Ian Dibble Ian Dibble's Harris Williams & Co. Experience May 2015 - May 2015
Job Investment Banking Summer Analyst, Financial Sponsors Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
Carrboro Capital August 2014 - May 2015
Britax Child Safety May 2014 - July 2014
Skills
Corporate Finance, Time Management, Process Improvement, Retail, Accounting, Microsoft Word, Management, Credit, Temporary Staffing, Temporary Placement, Vendor Management, Banking, Team Management, MIS, Payroll, Business Analysis, Microsoft Office, PowerPoint, Financial Reporting, Risk Management, Retail Banking, Microsoft Excel, Loans, Financial Analysis, Customer Service, Social Media, Public Speaking, College Football, Weightlifting, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Business Administration with a Concentration in Finance, Cumulative: 3.75 Major: 3.96
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Finance
Wells Fargo Securities June 2015 - August 2015
Harris Williams & Co. May 2015 - May 2015
Carrboro Capital August 2014 - May 2015
Britax Child Safety May 2014 - July 2014
Skills
Corporate Finance, Time Management, Process Improvement, Retail, Accounting, Microsoft Word, Management, Credit, Temporary Staffing, Temporary Placement, Vendor Management, Banking, Team Management, MIS, Payroll, Business Analysis, Microsoft Office, PowerPoint, Financial Reporting, Risk Management, Retail Banking, Microsoft Excel, Loans, Financial Analysis, Customer Service, Social Media, Public Speaking, College Football, Weightlifting, Leadership
Education
University of North Carolina at Chapel Hill 2012 — 2016
Bachelor's Degree, Business Administration with a Concentration in Finance, Cumulative: 3.75 Major: 3.96
The Chinese University of Hong Kong 2014 — 2014
International Summer School, International Finance
Felix Feng Felix Feng's Harris Williams & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Ricky Ng, CPA's Harris Williams & Co. Experience July 2012 - Present
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2012 - Present
Cappello Capital Corp. June 2011 - September 2011
Warner Bros November 2008 - May 2011
Ernst & Young June 2005 - November 2008
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of California, Los Angeles
Bachelor of Science, Business Economics/Accounting
Harris Williams & Co. July 2012 - Present
Cappello Capital Corp. June 2011 - September 2011
Warner Bros November 2008 - May 2011
Ernst & Young June 2005 - November 2008
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance
University of California, Los Angeles
Bachelor of Science, Business Economics/Accounting
Ian Thomas Ian Thomas's Harris Williams & Co. Experience June 2014 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Harris Williams & Co. June 2011 - Present
J.P. Morgan June 2010 - August 2010
Reliance Standard December 2007 - June 2009
GE 2003 - 2007
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Capital Markets, Strategic Planning, Due Diligence, Business Development, Marketing, LBO, Market Research, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Dual Concentration: Investment Banking and Asset Management
University of North Carolina at Chapel Hill 1999 — 2003
BA, Journalism
Harris Williams & Co. June 2014 - Present
Harris Williams & Co. June 2011 - Present
J.P. Morgan June 2010 - August 2010
Reliance Standard December 2007 - June 2009
GE 2003 - 2007
Skills
Investment Banking, Mergers, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis, Capital Markets, Strategic Planning, Due Diligence, Business Development, Marketing, LBO, Market Research, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2009 — 2011
MBA, Dual Concentration: Investment Banking and Asset Management
University of North Carolina at Chapel Hill 1999 — 2003
BA, Journalism
Peter Zimmerman Peter Zimmerman's Harris Williams & Co. Experience July 2008 - July 2010
Job Vice President at Sentinel Capital Partners
Industry Investment Management
Experience
Sentinel Capital Partners August 2010 - Present
Harris Williams & Co. July 2008 - July 2010
Harris Williams & Co. June 2007 - August 2007
Education
The George Washington University 2004 — 2008
BSci, Economics
St. Paul Academy
Sentinel Capital Partners August 2010 - Present
Harris Williams & Co. July 2008 - July 2010
Harris Williams & Co. June 2007 - August 2007
Education
The George Washington University 2004 — 2008
BSci, Economics
St. Paul Academy
Taylor Nyhoff's Harris Williams & Co. Experience May 2012 - May 2012
Job Structured Credit Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2013 - Present
Goldman Sachs June 2012 - August 2012
Harris Williams & Co. May 2012 - May 2012
Barry Callebaut May 2011 - July 2011
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science in Business Administration, Cum Laude
Peking University
Intensive Mandarin Language Program
Southlake Carroll Senior High School 2005 — 2009
Apollo Global Management LLC July 2013 - Present
Goldman Sachs June 2012 - August 2012
Harris Williams & Co. May 2012 - May 2012
Barry Callebaut May 2011 - July 2011
Education
University of Richmond - Robins School of Business 2009 — 2013
Bachelor of Science in Business Administration, Cum Laude
Peking University
Intensive Mandarin Language Program
Southlake Carroll Senior High School 2005 — 2009
Marshall Printy Marshall Printy's Harris Williams & Co. Experience July 2013 - Present
Job Associate at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. July 2013 - Present
Morgan Stanley June 2012 - August 2012
KIIPP Gaston College Preparatory July 2008 - June 2011
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Capital Markets, Due Diligence, Mutual Funds, Analytics, Equities, Market Research, Investment Banking, Financial Analysis, Quantitative Finance, Asset Management, Portfolio Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
University of Florida 2005 — 2008
Bachelor of Science, Mathematics
Harris Williams & Co. July 2013 - Present
Morgan Stanley June 2012 - August 2012
KIIPP Gaston College Preparatory July 2008 - June 2011
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Capital Markets, Due Diligence, Mutual Funds, Analytics, Equities, Market Research, Investment Banking, Financial Analysis, Quantitative Finance, Asset Management, Portfolio Management, Cross-functional Team...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA), Corporate Finance
University of Florida 2005 — 2008
Bachelor of Science, Mathematics
Mike Vieth Mike Vieth's Harris Williams & Co. Experience June 2008 - September 2010
Job Associate at Excellere Partners
Industry Venture Capital & Private Equity
Experience
Excellere Partners July 2014 - Present
Pfingsten Partners February 2013 - September 2013
Maranon Capital August 2010 - July 2012
Harris Williams & Co. June 2008 - September 2010
Skills
Investment Banking, Private Equity, Financial Modeling, LBO, Corporate Finance, Due Diligence, Corporate Development, M&A experience, Mergers & Acquisitions, Financial Analysis, Investments, DCF, Portfolio Management, Emerging Markets, Alternative Investments, Private Placements
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance Entrepreneurial MGMT
Excellere Partners July 2014 - Present
Pfingsten Partners February 2013 - September 2013
Maranon Capital August 2010 - July 2012
Harris Williams & Co. June 2008 - September 2010
Skills
Investment Banking, Private Equity, Financial Modeling, LBO, Corporate Finance, Due Diligence, Corporate Development, M&A experience, Mergers & Acquisitions, Financial Analysis, Investments, DCF, Portfolio Management, Emerging Markets, Alternative Investments, Private Placements
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance Entrepreneurial MGMT
Colin Santoro's Harris Williams & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry
Experience
Harris Williams & Co. June 2014 - Present
Citi June 2013 - August 2013
Marriott & Co., LLC August 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions
Education
University of Richmond 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance
Harris Williams & Co. June 2014 - Present
Citi June 2013 - August 2013
Marriott & Co., LLC August 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Mergers & Acquisitions
Education
University of Richmond 2010 — 2014
Bachelor of Science (B.S.), Economics & Finance
Alex Blair Alex Blair's Harris Williams & Co. Experience June 2013 - July 2015
Job Associate at Wafra Partners LLC
Industry Venture Capital & Private Equity
Experience
Wafra Partners LLC August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Harris Williams & Co. May 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, M&A experience, DCF, Mergers & Acquisitions, Due Diligence
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Business Administration with a Concentration in Finance
Hilton Head Preparatory School 1996 — 2009
Wafra Partners LLC August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
Harris Williams & Co. May 2012 - May 2012
Merrill Lynch May 2011 - August 2011
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, M&A experience, DCF, Mergers & Acquisitions, Due Diligence
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's Degree, Business Administration with a Concentration in Finance
Hilton Head Preparatory School 1996 — 2009
Dorsey Dobias's Harris Williams & Co. Experience May 2013 - July 2015
Job Lineage Capital
Industry Venture Capital & Private Equity
Experience
Lineage Capital August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
Capstone Partners LLC June 2012 - August 2012
Atlantis WeatherGear May 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
B.A., Economics
Lineage Capital August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
Capstone Partners LLC June 2012 - August 2012
Atlantis WeatherGear May 2011 - August 2011
Education
Sewanee-The University of the South 2009 — 2013
B.A., Economics
Kyle Granowski Kyle Granowski's Harris Williams & Co. Experience June 2011 - September 2012
Job Senior Associate at American Infrastructure MLP Funds
Industry Investment Management
Experience
American Infrastructure MLP Funds September 2014 - Present
American Infrastructure MLP Funds September 2012 - September 2014
Harris Williams & Co. June 2011 - September 2012
Unicom Capital January 2011 - May 2011
Grey Mountain Partners June 2010 - January 2011
Consolidated Investment Group February 2008 - June 2010
GE Capital July 2007 - November 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Capital IQ, DCF, Analysis, Hedge Funds, Portfolio Management, Corporate Finance, Strategic Planning, Business Strategy, Finance, Due Diligence, Mergers & Acquisitions, Management, Equities, LBO, Investments
Education
University of Denver - Daniels College of Business 2005 — 2010
MS, BSBA, Accounting, Finance
UNSW Australia 2007 — 2007
Bachelors of Science, Accounting; Finance
American Infrastructure MLP Funds September 2014 - Present
American Infrastructure MLP Funds September 2012 - September 2014
Harris Williams & Co. June 2011 - September 2012
Unicom Capital January 2011 - May 2011
Grey Mountain Partners June 2010 - January 2011
Consolidated Investment Group February 2008 - June 2010
GE Capital July 2007 - November 2007
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Capital Markets, Capital IQ, DCF, Analysis, Hedge Funds, Portfolio Management, Corporate Finance, Strategic Planning, Business Strategy, Finance, Due Diligence, Mergers & Acquisitions, Management, Equities, LBO, Investments
Education
University of Denver - Daniels College of Business 2005 — 2010
MS, BSBA, Accounting, Finance
UNSW Australia 2007 — 2007
Bachelors of Science, Accounting; Finance
Mark Barron Mark Barron's Harris Williams & Co. Experience July 2013 - July 2015
Job Private Equity Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2015 - Present
Harris Williams & Co. July 2013 - July 2015
Harris Williams & Co. February 2011 - July 2013
Education
Desmet Jesuit High School
University of Dayton
Bachelor of Science, Finance and Economics
The Riverside Company August 2015 - Present
Harris Williams & Co. July 2013 - July 2015
Harris Williams & Co. February 2011 - July 2013
Education
Desmet Jesuit High School
University of Dayton
Bachelor of Science, Finance and Economics
Peter Bowles Peter Bowles's Harris Williams & Co. Experience 1998 - 2009
Job Managing Director at Blue Edge Capital, LLC
Industry Investment Management
Experience
Blue Edge Capital, LLC September 2010 - Present
Harris Williams & Co. 1998 - 2009
Snyder Capital Management, LLC 1997 - 1997
Wheat First Butcher Singer 1992 - 1996
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Private Foundations, Multi-Family Offices, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Venture Capital, Capital Markets, Entrepreneurship, Non-profit Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics & Political Science
Blue Edge Capital, LLC September 2010 - Present
Harris Williams & Co. 1998 - 2009
Snyder Capital Management, LLC 1997 - 1997
Wheat First Butcher Singer 1992 - 1996
Skills
Investment Advisory, Financial Analysis, Asset Allocation, Private Foundations, Multi-Family Offices, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Venture Capital, Capital Markets, Entrepreneurship, Non-profit Leadership
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1996 — 1998
MBA
University of North Carolina at Chapel Hill 1988 — 1992
BA, Economics & Political Science
Bill Rottschaefer's Harris Williams & Co. Experience May 2007 - August 2007
Job Corporate Strategy and Business Development Professional
Industry Electrical/Electronic Manufacturing
Experience
TE Connectivity September 2012 - Present
Fairmount Partners December 2010 - September 2012
Brown Gibbons Lang & Company June 2008 - December 2010
The University of Chicago Graduate School of Business January 2007 - December 2007
Harris Williams & Co. May 2007 - August 2007
Deloitte Consulting November 2004 - August 2006
Johnson & Johnson May 2003 - November 2004
Johnson & Johnson October 2002 - May 2003
Johnson & Johnson May 2001 - October 2002
IBM January 1999 - August 1999
Skills
Mergers & Acquisitions, Financial Modeling, M&A Negotiations, Project Management, Valuation, Strategy, Competitive Analysis, Negotiation, Strategic Planning, Due Diligence, Investment Banking, Corporate Development, Business Development, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Private Equity, Forecasting, Finance, Restructuring, Acquisitions, Mergers, Business Strategy, Venture Capital, M&A experience, Analysis, Management Consulting, Divestitures, Capital Raising, Business Process..., Cross-functional Team..., Cross-border..., Strategic Partnerships, Peer Mentoring, Mentoring, Start-ups, Joint Ventures, Corporate Venture..., Leadership, Management, Strategic Negotiations
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance and Strategic Management
Penn State University 1996 — 2001
BS, Finance and International Business
Plum Senior High School 1993 — 1996
Honors
TE Connectivity September 2012 - Present
Fairmount Partners December 2010 - September 2012
Brown Gibbons Lang & Company June 2008 - December 2010
The University of Chicago Graduate School of Business January 2007 - December 2007
Harris Williams & Co. May 2007 - August 2007
Deloitte Consulting November 2004 - August 2006
Johnson & Johnson May 2003 - November 2004
Johnson & Johnson October 2002 - May 2003
Johnson & Johnson May 2001 - October 2002
IBM January 1999 - August 1999
Skills
Mergers & Acquisitions, Financial Modeling, M&A Negotiations, Project Management, Valuation, Strategy, Competitive Analysis, Negotiation, Strategic Planning, Due Diligence, Investment Banking, Corporate Development, Business Development, Corporate Finance, Financial Analysis, Portfolio Management, Investments, Private Equity, Forecasting, Finance, Restructuring, Acquisitions, Mergers, Business Strategy, Venture Capital, M&A experience, Analysis, Management Consulting, Divestitures, Capital Raising, Business Process..., Cross-functional Team..., Cross-border..., Strategic Partnerships, Peer Mentoring, Mentoring, Start-ups, Joint Ventures, Corporate Venture..., Leadership, Management, Strategic Negotiations
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance and Strategic Management
Penn State University 1996 — 2001
BS, Finance and International Business
Plum Senior High School 1993 — 1996
Honors
Reddin Woltz Reddin Woltz's Harris Williams & Co. Experience June 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2014 - Present
Bloomberg LP May 2013 - August 2013
Bloomberg LP January 2012 - May 2012
Skills
Databases, Microsoft Excel, Microsoft Office, Writing, Data Analysis, Analysis, PowerPoint, Market Research, Research
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS Business Administration
Episcopal High School 2006 — 2010
Harris Williams & Co. June 2014 - Present
Bloomberg LP May 2013 - August 2013
Bloomberg LP January 2012 - May 2012
Skills
Databases, Microsoft Excel, Microsoft Office, Writing, Data Analysis, Analysis, PowerPoint, Market Research, Research
Education
University of North Carolina at Chapel Hill 2010 — 2014
BS Business Administration
Episcopal High School 2006 — 2010
Jennifer Pritchard's Harris Williams & Co. Experience June 2015 - Present
Job Marketing & Design Professional
Industry Marketing and Advertising
Experience
Harris Williams & Co. June 2015 - Present
Aquent/Capital One December 2014 - June 2015
SLAIT Consulting July 2014 - December 2014
Atlantic Bay Mortgage Group May 2008 - April 2014
National City Mortgage July 2005 - May 2008
Skills
Marketing, Social Media, Direct Marketing, Social Media Marketing, Advertising, Online Marketing, Email Marketing, Customer Service, Graphic Design, Mortgage Lending, Sales, SEO, Marketing Strategy, Adobe Creative Suite, Marketing Communications, Social Networking, Lead Generation, Online Advertising, Account Management, WordPress, CRM, Microsoft Office, Event Management, Microsoft Excel, Mortgage Marketing, Photoshop, InDesign, Project Management, New Business Development, Trade Shows, Illustrator, PowerPoint, CMS, Strategic Planning, Adobe Acrobat, Digital Marketing, Marketing Administration, Marketing Event Planning
Education
Tidewater Community College 2004 — 2005
Harris Williams & Co. June 2015 - Present
Aquent/Capital One December 2014 - June 2015
SLAIT Consulting July 2014 - December 2014
Atlantic Bay Mortgage Group May 2008 - April 2014
National City Mortgage July 2005 - May 2008
Skills
Marketing, Social Media, Direct Marketing, Social Media Marketing, Advertising, Online Marketing, Email Marketing, Customer Service, Graphic Design, Mortgage Lending, Sales, SEO, Marketing Strategy, Adobe Creative Suite, Marketing Communications, Social Networking, Lead Generation, Online Advertising, Account Management, WordPress, CRM, Microsoft Office, Event Management, Microsoft Excel, Mortgage Marketing, Photoshop, InDesign, Project Management, New Business Development, Trade Shows, Illustrator, PowerPoint, CMS, Strategic Planning, Adobe Acrobat, Digital Marketing, Marketing Administration, Marketing Event Planning
Education
Tidewater Community College 2004 — 2005
David Keys's Harris Williams & Co. Experience July 2007 - May 2010
Job Director Healthcare at Matrix Capital Markets Group
Industry Investment Banking
Experience
Matrix Capital Markets Group 2014 - Present
Creswell Partners 2010 - 2013
Harris Williams & Co. July 2007 - May 2010
Harris Williams & Co. June 2005 - July 2007
Piper Jaffray July 2004 - June 2005
Linden LLC 2003 - 2003
Aberdeen America, Inc. 1996 - 2002
Skills
Investments, Entrepreneur, Healthcare, Mergers, Middle Market, Due Diligence, Investment Banking, Entrepreneurship, Small Business, Business Strategy, Medical Devices, Private Equity, LBO, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Development, Valuation, M&A experience
Education
The University of Chicago - Booth School of Business
MBA
University of North Carolina at Chapel Hill
BA
Institute for American Universities, Aix-en-Provence
Matrix Capital Markets Group 2014 - Present
Creswell Partners 2010 - 2013
Harris Williams & Co. July 2007 - May 2010
Harris Williams & Co. June 2005 - July 2007
Piper Jaffray July 2004 - June 2005
Linden LLC 2003 - 2003
Aberdeen America, Inc. 1996 - 2002
Skills
Investments, Entrepreneur, Healthcare, Mergers, Middle Market, Due Diligence, Investment Banking, Entrepreneurship, Small Business, Business Strategy, Medical Devices, Private Equity, LBO, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Development, Valuation, M&A experience
Education
The University of Chicago - Booth School of Business
MBA
University of North Carolina at Chapel Hill
BA
Institute for American Universities, Aix-en-Provence
Hunter Powell Hunter Powell's Harris Williams & Co. Experience 2005 - 2008
Job Vice President at Forsyth Capital Investors
Industry Venture Capital & Private Equity
Experience
Forsyth Capital Investors May 2010 - Present
Harris Williams & Co. 2005 - 2008
Education
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business
Forsyth Capital Investors May 2010 - Present
Harris Williams & Co. 2005 - 2008
Education
University of North Carolina at Chapel Hill 2001 — 2005
BSBA, Business
David Paschal's Harris Williams & Co. Experience June 2011 - July 2013
Job Vice President at Owner Resource Group
Industry Venture Capital & Private Equity
Experience
Owner Resource Group July 2015 - Present
Owner Resource Group August 2013 - July 2015
Harris Williams & Co. June 2011 - July 2013
BB&T Capital Markets June 2011 - August 2011
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, LBO, Mergers, Finance, Microsoft Excel, PowerPoint, DCF, Market Research, Strategy, Management, Private Equity
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration
Charlotte Latin School 2004 — 2007
Owner Resource Group July 2015 - Present
Owner Resource Group August 2013 - July 2015
Harris Williams & Co. June 2011 - July 2013
BB&T Capital Markets June 2011 - August 2011
Skills
Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investment Banking, Corporate Finance, Equities, Mergers & Acquisitions, LBO, Mergers, Finance, Microsoft Excel, PowerPoint, DCF, Market Research, Strategy, Management, Private Equity
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor of Science (BS), Business Administration
Charlotte Latin School 2004 — 2007
Ted Margarit Ted Margarit's Harris Williams & Co. Experience 2012 - 2013
Job Vice President at Chartwell Financial Advisory, Inc.
Industry Investment Banking
Experience
Chartwell Financial Advisory, Inc. 2013 - Present
Harris Williams & Co. 2012 - 2013
Lazard 2011 - 2011
Serkland Law Firm (f/k/a Tax Law Office) 2007 - 2010
Dorsey & Whitney LLP 2006 - 2006
Skills
Licensed Commercial..., Licensed to Practice..., Middle Market, Mergers & Acquisitions, Mergers, Valuation, Corporate Finance, Licensing, Financial Modeling, Management, FINRA Series 63 & 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance, Real Estate Finance
University of Saint Thomas School of Law 2004 — 2007
Juris Doctor (J.D.), Corporate, Tax, and Securities Law
The University of North Dakota 2001 — 2004
Bachelor’s Degree, Bachelor's of Business Administration in Aviation Management, Summa Cum Laude Graduate
Chartwell Financial Advisory, Inc. 2013 - Present
Harris Williams & Co. 2012 - 2013
Lazard 2011 - 2011
Serkland Law Firm (f/k/a Tax Law Office) 2007 - 2010
Dorsey & Whitney LLP 2006 - 2006
Skills
Licensed Commercial..., Licensed to Practice..., Middle Market, Mergers & Acquisitions, Mergers, Valuation, Corporate Finance, Licensing, Financial Modeling, Management, FINRA Series 63 & 79
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.), Corporate Finance, Real Estate Finance
University of Saint Thomas School of Law 2004 — 2007
Juris Doctor (J.D.), Corporate, Tax, and Securities Law
The University of North Dakota 2001 — 2004
Bachelor’s Degree, Bachelor's of Business Administration in Aviation Management, Summa Cum Laude Graduate
Joshua Holzman's Harris Williams & Co. Experience June 2012 - July 2014
Job Associate at Trive Capital
Industry Venture Capital & Private Equity
Experience
Trive Capital August 2014 - Present
Harris Williams & Co. June 2012 - July 2014
Desco Capital April 2011 - February 2012
Batesville Casket Company June 2010 - September 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor's Degree, Finance
Trive Capital August 2014 - Present
Harris Williams & Co. June 2012 - July 2014
Desco Capital April 2011 - February 2012
Batesville Casket Company June 2010 - September 2010
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2012
Bachelor's Degree, Finance
Solomon Cole Solomon Cole's Harris Williams & Co. Experience July 2005 - July 2007
Job Associate Merchant Banking Group at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas August 2013 - Present
Ridgemont Equity Partners May 2012 - July 2012
The Riverside Company September 2007 - June 2011
Harris Williams & Co. July 2005 - July 2007
Merrill Lynch 2004 - 2004
Skills
Private Equity, LBO, Financial Modeling, Due Diligence, Corporate Finance, Investments, M&A experience, Investment Banking, Corporate Development, Strategy, Financial Analysis, Business Valuation, Equities, Growth Capital, Leveraged Finance, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Healthcare Management
Wake Forest University 2000 — 2005
Bachelor of Science & Master of Science, Finance, Accounting
BNP Paribas August 2013 - Present
Ridgemont Equity Partners May 2012 - July 2012
The Riverside Company September 2007 - June 2011
Harris Williams & Co. July 2005 - July 2007
Merrill Lynch 2004 - 2004
Skills
Private Equity, LBO, Financial Modeling, Due Diligence, Corporate Finance, Investments, M&A experience, Investment Banking, Corporate Development, Strategy, Financial Analysis, Business Valuation, Equities, Growth Capital, Leveraged Finance, Valuation
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Healthcare Management
Wake Forest University 2000 — 2005
Bachelor of Science & Master of Science, Finance, Accounting
Louise Woltz Smith's Harris Williams & Co. Experience July 2006 - July 2008
Job Director at Private Advisors, LLC
Industry Investment Management
Experience
Private Advisors, LLC January 2015 - Present
Private Advisors, LLC January 2011 - December 2014
Private Advisors, LLC September 2008 - December 2010
Harris Williams & Co. July 2006 - July 2008
Education
Salem Academy
University of North Carolina at Chapel Hill
B.S. Business Administration, Business Administration; Spanish
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Private Advisors, LLC January 2015 - Present
Private Advisors, LLC January 2011 - December 2014
Private Advisors, LLC September 2008 - December 2010
Harris Williams & Co. July 2006 - July 2008
Education
Salem Academy
University of North Carolina at Chapel Hill
B.S. Business Administration, Business Administration; Spanish
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Business Administration (MBA)
Blake Briscoe's Harris Williams & Co. Experience May 2015 - May 2015
Job Finance major at Vanderbilt University
Industry Financial Services
Experience
Lazard June 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Thompson Street Capital Partners June 2014 - August 2014
Sydenstricker Farm & Lawn October 2010 - May 2014
Soft Surroundings February 2012 - August 2012
Lou Fusz Toyota June 2009 - August 2010
Skills
Private Equity, Microsoft Office, Project Management, Direct Sales, International Logistics, International Business, Supplier Sourcing, Global Sourcing, China Manufacturing, China Business..., Vendor Management, Chinese culture, Mandarin, Corporate Finance, Managerial Finance, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, Constant Contact, Google Adwords, Google Analytics, Farm Equipment, Entrepreneurship, Integrated Management...
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), International Finance
The London School of Economics and Political Science (LSE)
International Business
United States Naval Academy 2011 — 2011
Mary Institute and St. Louis Country Day School (MICDS) 2004 — 2011
Lazard June 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Thompson Street Capital Partners June 2014 - August 2014
Sydenstricker Farm & Lawn October 2010 - May 2014
Soft Surroundings February 2012 - August 2012
Lou Fusz Toyota June 2009 - August 2010
Skills
Private Equity, Microsoft Office, Project Management, Direct Sales, International Logistics, International Business, Supplier Sourcing, Global Sourcing, China Manufacturing, China Business..., Vendor Management, Chinese culture, Mandarin, Corporate Finance, Managerial Finance, Social Media Marketing, Marketing Strategy, Product Marketing, Marketing Management, Constant Contact, Google Adwords, Google Analytics, Farm Equipment, Entrepreneurship, Integrated Management...
Education
Vanderbilt University 2012 — 2016
Bachelor of Science (B.S.), International Finance
The London School of Economics and Political Science (LSE)
International Business
United States Naval Academy 2011 — 2011
Mary Institute and St. Louis Country Day School (MICDS) 2004 — 2011
William Dull's Harris Williams & Co. Experience June 2015 - Present
Job Student at University of North Carolina at Chapel Hill
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Insight Sourcing Group May 2014 - May 2014
NCCGA December 2012 - December 2013
Northwestern Mutual May 2013 - July 2013
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Modeling, PowerPoint, Business Strategy, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
London School of Economics and Political Science 2013 — 2013
None, Strategy and European Economics
Harris Williams & Co. June 2015 - Present
Raymond James Financial Inc. May 2014 - August 2014
Insight Sourcing Group May 2014 - May 2014
NCCGA December 2012 - December 2013
Northwestern Mutual May 2013 - July 2013
Skills
Microsoft Excel, Investments, Financial Analysis, Financial Modeling, PowerPoint, Business Strategy, Analysis, Bloomberg, Valuation, Strategic Financial...
Education
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor of Science (B.S.), Business Administration
London School of Economics and Political Science 2013 — 2013
None, Strategy and European Economics
Tyler Bradshaw's Harris Williams & Co. Experience April 2014 - Present
Job Associate Healthcare & Life Sciences at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. April 2014 - Present
Janney Montgomery Scott July 2010 - April 2014
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Mergers & Acquisitions, Private Equity, Bonds, IPO, Equities, Capital Markets, Investments
Education
Swarthmore College 2006 — 2010
Bachelor of Arts, Economics, Philosophy
Harris Williams & Co. April 2014 - Present
Janney Montgomery Scott July 2010 - April 2014
Skills
Financial Modeling, Investment Banking, Fixed Income, Valuation, Mergers & Acquisitions, Private Equity, Bonds, IPO, Equities, Capital Markets, Investments
Education
Swarthmore College 2006 — 2010
Bachelor of Arts, Economics, Philosophy
Bo Wang's Harris Williams & Co. Experience September 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. September 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets June 2012 - August 2012
Skills
Analysis, Due Diligence, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Market Research, Bloomberg, Entrepreneurship, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA, Finance
University of Michigan 2009 — 2013
Business, Finance
St. Martin's Episcoal School
Harris Williams & Co. September 2014 - Present
KeyBanc Capital Markets July 2013 - August 2014
KeyBanc Capital Markets June 2012 - August 2012
Skills
Analysis, Due Diligence, Capital Markets, Financial Modeling, Financial Analysis, Corporate Finance, Market Research, Bloomberg, Entrepreneurship, Start-ups
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2013
BBA, Finance
University of Michigan 2009 — 2013
Business, Finance
St. Martin's Episcoal School
Mike Rohman's Harris Williams & Co. Experience June 2010 - July 2013
Job Associate at Platte River Equity
Industry Venture Capital & Private Equity
Experience
Platte River Equity July 2013 - Present
Harris Williams & Co. June 2010 - July 2013
McGuireWoods Consulting June 2009 - August 2009
Harris Williams & Co. May 2009 - May 2009
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Maggie L. Walker Governor's School 2002 — 2006
Platte River Equity July 2013 - Present
Harris Williams & Co. June 2010 - July 2013
McGuireWoods Consulting June 2009 - August 2009
Harris Williams & Co. May 2009 - May 2009
Education
University of Notre Dame 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Maggie L. Walker Governor's School 2002 — 2006
Matt Ale's Harris Williams & Co. Experience June 2012 - July 2013
Job Associate at American Capital Energy & Infrastructure
Industry Venture Capital & Private Equity
Experience
American Capital August 2014 - Present
Credit Suisse August 2013 - August 2014
Harris Williams & Co. June 2012 - July 2013
Morgan Keegan & Company May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Capital IQ, Sell Side, LBO, PowerPoint, Microsoft Excel, Finance
Education
Vanderbilt University 2009 — 2012
B.A., Economics
The Taft School 2004 — 2008
London School of Economics and Political Science
American Capital August 2014 - Present
Credit Suisse August 2013 - August 2014
Harris Williams & Co. June 2012 - July 2013
Morgan Keegan & Company May 2011 - July 2011
Skills
Valuation, Financial Modeling, Investment Banking, Financial Analysis, Capital IQ, Sell Side, LBO, PowerPoint, Microsoft Excel, Finance
Education
Vanderbilt University 2009 — 2012
B.A., Economics
The Taft School 2004 — 2008
London School of Economics and Political Science
Todd Morris Todd Morris's Harris Williams & Co. Experience July 1996 - Present
Job Managing Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 1996 - Present
Skills
Sell Side, Middle Market, Investment Banking, M&A experience, Mergers, LBO, Buyouts, Recapitalizations, Private Equity, Leveraged Finance, Investments, Corporate Development, Mergers
Education
University of Richmond 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Finance
Harris Williams & Co. July 1996 - Present
Skills
Sell Side, Middle Market, Investment Banking, M&A experience, Mergers, LBO, Buyouts, Recapitalizations, Private Equity, Leveraged Finance, Investments, Corporate Development, Mergers
Education
University of Richmond 1992 — 1996
Bachelor of Science (B.S.), Business Administration, Finance
Matt Iodice's Harris Williams & Co. Experience June 2010 - August 2012
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Saw Mill Capital July 2012 - July 2015
Harris Williams & Co. June 2010 - August 2012
David N. Deutsch & Co. June 2009 - August 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2017
University of Wisconsin-Madison - School of Business 2006 — 2010
Finance, Investment and Banking
Saw Mill Capital July 2012 - July 2015
Harris Williams & Co. June 2010 - August 2012
David N. Deutsch & Co. June 2009 - August 2009
Education
Northwestern University - Kellogg School of Management 2015 — 2017
University of Wisconsin-Madison - School of Business 2006 — 2010
Finance, Investment and Banking
Drew Flanigan Drew Flanigan's Harris Williams & Co. Experience May 2009 - January 2010
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
The Riverside Company August 2013 - Present
The Riverside Company April 2010 - May 2012
Harris Williams & Co. May 2009 - January 2010
Harris Williams & Co. June 2007 - May 2009
Skills
Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers, Financial Analysis, Buyouts, M&A experience, Investments, Business Valuation, DCF
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship
Washington and Lee University 2003 — 2007
Bachelor of Science (BS), Business Administration and Accounting, Cum Laude
Mary Institute St. Louis Country Day School
The Riverside Company August 2013 - Present
The Riverside Company April 2010 - May 2012
Harris Williams & Co. May 2009 - January 2010
Harris Williams & Co. June 2007 - May 2009
Skills
Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence, Mergers, Financial Analysis, Buyouts, M&A experience, Investments, Business Valuation, DCF
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, Entrepreneurship
Washington and Lee University 2003 — 2007
Bachelor of Science (BS), Business Administration and Accounting, Cum Laude
Mary Institute St. Louis Country Day School
Norman Scherr Norman Scherr's Harris Williams & Co. Experience March 2009 - April 2010
Job Vice President at Long Point Capital
Industry Venture Capital & Private Equity
Experience
Long Point Capital May 2010 - Present
Harris Williams & Co. March 2009 - April 2010
National City Bank July 2006 - February 2009
Skills
Mergers, Financial Modeling, Private Equity, Investment Banking, Recapitalizations, Middle Market, Growth Capital, Sell Side, Capital Raising, Valuation, Business Valuation, Corporate Finance, Divestitures, Capital Markets, Due Diligence, Financial Analysis, Restructuring, Private Placements, M&A experience, LBO, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance & Accounting
University of Michigan 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Long Point Capital May 2010 - Present
Harris Williams & Co. March 2009 - April 2010
National City Bank July 2006 - February 2009
Skills
Mergers, Financial Modeling, Private Equity, Investment Banking, Recapitalizations, Middle Market, Growth Capital, Sell Side, Capital Raising, Valuation, Business Valuation, Corporate Finance, Divestitures, Capital Markets, Due Diligence, Financial Analysis, Restructuring, Private Placements, M&A experience, LBO, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2006
BBA, Finance & Accounting
University of Michigan 2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Michael Fernandes'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
University of Notre Dame January 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
House of Commons January 2014 - April 2014
FGV May 2013 - July 2013
Skills
Research, Public Speaking, Press Releases, Microsoft Excel, Leadership, Nonprofits, Event Planning, Project Management, Public Relations, Team Leadership, Data Analysis, Event Management, Fundraising, Financial Analysis, Financial Modeling
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
St. Joseph High School 2007 — 2011
Harris Williams & Co. June 2015 - Present
University of Notre Dame January 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
House of Commons January 2014 - April 2014
FGV May 2013 - July 2013
Skills
Research, Public Speaking, Press Releases, Microsoft Excel, Leadership, Nonprofits, Event Planning, Project Management, Public Relations, Team Leadership, Data Analysis, Event Management, Fundraising, Financial Analysis, Financial Modeling
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance
St. Joseph High School 2007 — 2011
Sara Sumner's Harris Williams & Co. Experience August 2014 - Present
Job Executive Assistant | Business Services
Industry Investment Banking
Experience
Harris Williams & Co. August 2014 - Present
Cultural Embrace by API March 2014 - June 2014
McCandlish Holton April 2012 - January 2014
Challa Law Offices, PLC February 2011 - May 2012
Financial Designs June 2010 - November 2010
Virginia Commonwealth University January 2009 - May 2009
Skills
Legal Writing, Microsoft Office, Immigration Law, Immigration Issues, Microsoft Word, Social Networking, Courts, Legal Research, Employment-based..., Litigation Support, H-1B, Hearings, Appeals, Employment Law, Civil Litigation, Corporate Law, Visas, Policy Analysis, Outlook, Motions, Legal Assistance, Westlaw, Lexis, Spanish, Trials, Personal Injury, Schematic Capture, Social Media Marketing, Social Media Relations, Depositions, Adjustment Of Status, Editing, Business Travel, Accounting, Expense Management, Event Planning, Executive Calendar..., PowerPoint, CRM
Education
Virginia Commonwealth University 2007 — 2010
Bachelors of Arts - International Studies, Foreign Policy, Spanish, Religious Studies
Universitat de Barcelona 2008 — 2008
International Business & Spanish
Harris Williams & Co. August 2014 - Present
Cultural Embrace by API March 2014 - June 2014
McCandlish Holton April 2012 - January 2014
Challa Law Offices, PLC February 2011 - May 2012
Financial Designs June 2010 - November 2010
Virginia Commonwealth University January 2009 - May 2009
Skills
Legal Writing, Microsoft Office, Immigration Law, Immigration Issues, Microsoft Word, Social Networking, Courts, Legal Research, Employment-based..., Litigation Support, H-1B, Hearings, Appeals, Employment Law, Civil Litigation, Corporate Law, Visas, Policy Analysis, Outlook, Motions, Legal Assistance, Westlaw, Lexis, Spanish, Trials, Personal Injury, Schematic Capture, Social Media Marketing, Social Media Relations, Depositions, Adjustment Of Status, Editing, Business Travel, Accounting, Expense Management, Event Planning, Executive Calendar..., PowerPoint, CRM
Education
Virginia Commonwealth University 2007 — 2010
Bachelors of Arts - International Studies, Foreign Policy, Spanish, Religious Studies
Universitat de Barcelona 2008 — 2008
International Business & Spanish
Peter Cozzi Peter Cozzi's Harris Williams & Co. Experience May 2014 - May 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
AEA Investors LP May 2012 - July 2013
Education
Vanderbilt University 2011 — 2015
Economics
London School of Economics and Political Science 2013 — 2013
Delbarton School 2007 — 2011
Bank of America Merrill Lynch October 2014 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
AEA Investors LP May 2012 - July 2013
Education
Vanderbilt University 2011 — 2015
Economics
London School of Economics and Political Science 2013 — 2013
Delbarton School 2007 — 2011
Morgana (Rosenberg) Gelb Morgana (Rosenberg) Gelb's Harris Williams & Co. Experience 2008 - 2009
Job Head of Business Development and Partnerships at Thumbtack
Industry Internet
Experience
On sabattical July 2014 - April 2015
Ancestry.com August 2012 - July 2014
Inflection January 2010 - August 2012
Startup Weekend 2010 - 2010
Harris Williams & Co. 2008 - 2009
Banc of America Securities 2007 - 2008
Skills
Financial Modeling, Mergers & Acquisitions, Business Modeling, Business Development, Online Advertising, Online Marketing, Corporate Development, Data Analysis, Marketing Strategy, Business Planning, Deal Sourcing, Qualitative Research, Competitive Analysis, Quantitative Research, Negotiation, Deal Structuring, Deal Negotiation, Digital Marketing, Direct Marketing, Strategic Partnerships
Education
University of Southern California 2003 — 2007
B.S, Business Administration; Investments and Financial Markets; International Business
The Chinese University of Hong Kong 2006 — 2006
International Business / Finance
Palo Alto High School 1999 — 2003
High School Diploma
On sabattical July 2014 - April 2015
Ancestry.com August 2012 - July 2014
Inflection January 2010 - August 2012
Startup Weekend 2010 - 2010
Harris Williams & Co. 2008 - 2009
Banc of America Securities 2007 - 2008
Skills
Financial Modeling, Mergers & Acquisitions, Business Modeling, Business Development, Online Advertising, Online Marketing, Corporate Development, Data Analysis, Marketing Strategy, Business Planning, Deal Sourcing, Qualitative Research, Competitive Analysis, Quantitative Research, Negotiation, Deal Structuring, Deal Negotiation, Digital Marketing, Direct Marketing, Strategic Partnerships
Education
University of Southern California 2003 — 2007
B.S, Business Administration; Investments and Financial Markets; International Business
The Chinese University of Hong Kong 2006 — 2006
International Business / Finance
Palo Alto High School 1999 — 2003
High School Diploma
Charlie Wondergem Charlie Wondergem's Harris Williams & Co. Experience June 2013 - July 2015
Job Private Equity Investor Buying and Building Companies in the US and Canada – Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners July 2015 - Present
Renucell Group, LLC January 2012 - Present
Harris Williams & Co. June 2013 - July 2015
State Farm January 2012 - January 2014
State Farm Insurance May 2012 - May 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Fusion Education Group June 2011 - September 2011
Amway May 2010 - August 2010
Education
University of Denver 2009 — 2013
B.S., Finance & Business Administration
Huron Capital Partners July 2015 - Present
Renucell Group, LLC January 2012 - Present
Harris Williams & Co. June 2013 - July 2015
State Farm January 2012 - January 2014
State Farm Insurance May 2012 - May 2013
Berkery, Noyes & Co., LLC May 2012 - August 2012
Fusion Education Group June 2011 - September 2011
Amway May 2010 - August 2010
Education
University of Denver 2009 — 2013
B.S., Finance & Business Administration
Austin Santoro Austin Santoro's Harris Williams & Co. Experience June 2013 - July 2015
Job Associate at Trive Capital
Industry Venture Capital & Private Equity
Experience
Trive Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Adirondack Small Cap Fund April 2011 - August 2011
Marriott & Co., LLC February 2011 - May 2011
Skills
Leveraged Finance, Valuation, Corporate Finance, Equities, Capital Markets, LBO, Microsoft Word
Education
University of Richmond 2009 — 2013
BSBA, Finance
Trive Capital August 2015 - Present
Harris Williams & Co. June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
Adirondack Small Cap Fund April 2011 - August 2011
Marriott & Co., LLC February 2011 - May 2011
Skills
Leveraged Finance, Valuation, Corporate Finance, Equities, Capital Markets, LBO, Microsoft Word
Education
University of Richmond 2009 — 2013
BSBA, Finance
Antonia Schreier's Harris Williams & Co. Experience June 2015 - August 2015
Job Templeton Research Assistant, Institute for Advanced Study at University of Notre Dame
Industry
Experience
University of Notre Dame August 2015 - Present
University of Notre Dame August 2015 - Present
Harris Williams & Co. June 2015 - August 2015
University of Notre Dame January 2013 - December 2014
Leslie Hindman Auctioneers May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Notre Dame 2012 — 2016
B.A., Art History and B.B.A., Finance
Zurich International School 2008 — 2012
University of Notre Dame August 2015 - Present
University of Notre Dame August 2015 - Present
Harris Williams & Co. June 2015 - August 2015
University of Notre Dame January 2013 - December 2014
Leslie Hindman Auctioneers May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
University of Notre Dame 2012 — 2016
B.A., Art History and B.B.A., Finance
Zurich International School 2008 — 2012
Wes Lilja Wes Lilja's Harris Williams & Co. Experience June 2014 - August 2014
Job Associate, Consumer Investment Banking at Harris Williams & Co.
Industry Investment Banking
Experience
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Husnain Safdar Husnain Safdar's Harris Williams & Co. Experience December 2014 - Present
Job Investment Banking Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. December 2014 - Present
PNC July 2013 - Present
Islay's and Trafford Stop N Go LLC August 2003 - Present
PNC May 2012 - June 2013
PNC May 2011 - May 2012
PNC May 2010 - May 2011
Minorities in Pittsburgh Conference May 2010 - January 2011
Skills
Microsoft Office, Bilingual-English/Urdu, Data Mining, Data Analysis, Bloomberg, Mac OS X, Analysis, Time Management, Management, Banking, Portfolio Management, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Research
Education
University of Pittsburgh 2009 — 2012
Bachelor's Degree, Accounting and Economics (Minor), 3.5
Harris Williams & Co. December 2014 - Present
PNC July 2013 - Present
Islay's and Trafford Stop N Go LLC August 2003 - Present
PNC May 2012 - June 2013
PNC May 2011 - May 2012
PNC May 2010 - May 2011
Minorities in Pittsburgh Conference May 2010 - January 2011
Skills
Microsoft Office, Bilingual-English/Urdu, Data Mining, Data Analysis, Bloomberg, Mac OS X, Analysis, Time Management, Management, Banking, Portfolio Management, PowerPoint, Microsoft Excel, Financial Analysis, Leadership, Research
Education
University of Pittsburgh 2009 — 2012
Bachelor's Degree, Accounting and Economics (Minor), 3.5
Greg Creamer Greg Creamer's Harris Williams & Co. Experience September 2010 - Present
Job Director, Business Development at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. September 2010 - Present
Harris Williams & Co. August 2005 - September 2010
Harris Williams & Co. May 2002 - July 2005
Tucker Anthony Sutro Capital Markets December 1999 - October 2001
Salomon Smith Barney/Citigroup December 1994 - January 1999
Skills
New Business Development, Business Networking, M&A experience, Private Equity, Mergers, Divestitures, Investment Banking, Buyouts, Mergers & Acquisitions, Venture Capital, Valuation, LBO, Business Development, Due Diligence, Private Placements, Equity Research, Corporate Development, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Trinity College-Hartford 1989 — 1993
BA
Pocono Mountain High School 1986 — 1989
Honors
Harris Williams & Co. September 2010 - Present
Harris Williams & Co. August 2005 - September 2010
Harris Williams & Co. May 2002 - July 2005
Tucker Anthony Sutro Capital Markets December 1999 - October 2001
Salomon Smith Barney/Citigroup December 1994 - January 1999
Skills
New Business Development, Business Networking, M&A experience, Private Equity, Mergers, Divestitures, Investment Banking, Buyouts, Mergers & Acquisitions, Venture Capital, Valuation, LBO, Business Development, Due Diligence, Private Placements, Equity Research, Corporate Development, Financial Modeling, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA
Trinity College-Hartford 1989 — 1993
BA
Pocono Mountain High School 1986 — 1989
Honors
Dylan Duffy Dylan Duffy's Harris Williams & Co. Experience June 2011 - July 2013
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2013 - June 2015
Harris Williams & Co. June 2011 - July 2013
Scottrade January 2009 - May 2011
Bank of America May 2010 - July 2010
Sikorsky Aircraft June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Corporate Finance, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
B.S. Commerce, Finance, Management, and Real Estate Investment Track
H.I.G. Capital July 2013 - June 2015
Harris Williams & Co. June 2011 - July 2013
Scottrade January 2009 - May 2011
Bank of America May 2010 - July 2010
Sikorsky Aircraft June 2009 - July 2009
Skills
Financial Modeling, Valuation, Investment Banking, Microsoft Excel, Mergers & Acquisitions, Private Equity, LBO, Financial Analysis, Corporate Finance, Due Diligence, Investments
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
B.S. Commerce, Finance, Management, and Real Estate Investment Track
Andrew Hoft Andrew Hoft's Harris Williams & Co. Experience June 2015 - Present
Job Investment Banking Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
United States Air Force January 2015 - June 2015
United States Air Force May 2012 - January 2015
United States Air Force February 2011 - May 2012
United States Air Force May 2009 - December 2009
Purdue University July 2008 - December 2008
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
Purdue University 2006 — 2010
BSAAE
Cincinnati Hills Christian Academy High School 2002 — 2006
Harris Williams & Co. June 2015 - Present
United States Air Force January 2015 - June 2015
United States Air Force May 2012 - January 2015
United States Air Force February 2011 - May 2012
United States Air Force May 2009 - December 2009
Purdue University July 2008 - December 2008
Education
UCLA Anderson School of Management 2012 — 2015
Master of Business Administration (MBA)
Purdue University 2006 — 2010
BSAAE
Cincinnati Hills Christian Academy High School 2002 — 2006
David Martinelli David Martinelli's Harris Williams & Co. Experience June 2008 - August 2008
Job Founder & CEO Hydrate Technologies, Principal at Blossom Growth
Industry Packaging and Containers
Experience
Vista Equity Partners & Newscycle Solutions August 2012 - September 2013
Alvarez & Marsal April 2009 - August 2012
Alvarez and Marsal April 2009 - January 2011
TalentDrive September 2008 - January 2009
Harris Williams & Co. June 2008 - August 2008
Etoh Pharmaceuticals November 2007 - April 2008
Rohm & Haas February 2006 - September 2007
Cytec Industries August 2004 - February 2006
Cytec Industries May 2003 - August 2004
Skills
Process Improvement, Project Management, Strategy, Six Sigma, Risk Management, Business Process..., Pragmatic Marketing..., Management, Entrepreneurship, Change Management, Finance, Management Consulting, Private Equity
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
University of Illinois at Urbana-Champaign 1999 — 2003
BS
Vista Equity Partners & Newscycle Solutions August 2012 - September 2013
Alvarez & Marsal April 2009 - August 2012
Alvarez and Marsal April 2009 - January 2011
TalentDrive September 2008 - January 2009
Harris Williams & Co. June 2008 - August 2008
Etoh Pharmaceuticals November 2007 - April 2008
Rohm & Haas February 2006 - September 2007
Cytec Industries August 2004 - February 2006
Cytec Industries May 2003 - August 2004
Skills
Process Improvement, Project Management, Strategy, Six Sigma, Risk Management, Business Process..., Pragmatic Marketing..., Management, Entrepreneurship, Change Management, Finance, Management Consulting, Private Equity
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA
University of Illinois at Urbana-Champaign 1999 — 2003
BS
Patricia (Peanut) Kempe Patricia (Peanut) Kempe's Harris Williams & Co. Experience March 2012 - Present
Job Analyst Recruiter at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. March 2012 - Present
3 Creek Ranch Real Estate Services March 2008 - April 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (B.A.), Art History
Harris Williams & Co. March 2012 - Present
3 Creek Ranch Real Estate Services March 2008 - April 2011
Education
Sewanee-The University of the South 2002 — 2006
Bachelor of Arts (B.A.), Art History
Jack Peterman's Harris Williams & Co. Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - August 2015
Quarton Partners LLC June 2014 - August 2014
Camp Tanuga June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan
Harris Williams & Co. June 2015 - August 2015
Quarton Partners LLC June 2014 - August 2014
Camp Tanuga June 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2016
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan
Ross Biestman Ross Biestman's Harris Williams & Co. Experience June 2007 - July 2008
Job Vice President, Sales
Industry Information Technology and Services
Experience
Lithium Technologies November 2013 - Present
Stealth HD January 2010 - January 2015
CrowdFlower December 2012 - November 2013
Adobe Systems 2009 - December 2012
Adobe Systems 2009 - October 2010
Sports Retail Networks June 2006 - September 2008
Harris Williams & Co. June 2007 - July 2008
GPA Media December 2006 - April 2007
Berkeley Honda August 2005 - December 2005
Education
University of California, Berkeley
BA, Political Science
University of Oxford - Said Business School
MSc - Masters, Management
monte vista high school
monte vista high school
Lithium Technologies November 2013 - Present
Stealth HD January 2010 - January 2015
CrowdFlower December 2012 - November 2013
Adobe Systems 2009 - December 2012
Adobe Systems 2009 - October 2010
Sports Retail Networks June 2006 - September 2008
Harris Williams & Co. June 2007 - July 2008
GPA Media December 2006 - April 2007
Berkeley Honda August 2005 - December 2005
Education
University of California, Berkeley
BA, Political Science
University of Oxford - Said Business School
MSc - Masters, Management
monte vista high school
monte vista high school
Ellen Sexton's Harris Williams & Co. Experience August 2012 - September 2014
Job Business Office Manager at Catholic Charities of St. Paul and Minneapolis
Industry Investment Banking
Experience
Catholic Charities of St. Paul and Minneapolis September 2014 - Present
Hart Ski Corporation December 2013 - Present
Harris Williams & Co. August 2012 - September 2014
PECI 2009 - 2011
University Catering, Missoula, Montana 2004 - 2008
Skills
Administrative..., Microsoft Office, Market Research, Microsoft CRM, Project Management, Customer Service, Salesforce.com, Due Diligence, File Management, Data Entry, Marketing, Financial Analysis, Analytics
Education
The University of Montana 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Catholic Charities of St. Paul and Minneapolis September 2014 - Present
Hart Ski Corporation December 2013 - Present
Harris Williams & Co. August 2012 - September 2014
PECI 2009 - 2011
University Catering, Missoula, Montana 2004 - 2008
Skills
Administrative..., Microsoft Office, Market Research, Microsoft CRM, Project Management, Customer Service, Salesforce.com, Due Diligence, File Management, Data Entry, Marketing, Financial Analysis, Analytics
Education
The University of Montana 2002 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Justine Mannering Justine Mannering's Harris Williams & Co. Experience 2006 - 2007
Job Managing Director at Business Development Asia LLC
Industry Banking
Experience
BDA Partners (“BDA”) December 2011 - Present
DC Advisory Partners June 2004 - December 2011
Harris Williams & Co. 2006 - 2007
KPMG 2001 - 2004
Skills
Private Equity, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, M&A experience, Due Diligence, LBO, Capital Markets, Business Valuation, Financial Analysis, Emerging Markets, Financial Accounting, Strategic Planning, Mergers, Venture Capital, Financial Reporting, Corporate Development
Education
Rhodes University 1997 — 2000
Bachelor of Commerce, Commerce
BDA Partners (“BDA”) December 2011 - Present
DC Advisory Partners June 2004 - December 2011
Harris Williams & Co. 2006 - 2007
KPMG 2001 - 2004
Skills
Private Equity, Corporate Finance, Valuation, Investment Banking, Financial Modeling, Mergers & Acquisitions, M&A experience, Due Diligence, LBO, Capital Markets, Business Valuation, Financial Analysis, Emerging Markets, Financial Accounting, Strategic Planning, Mergers, Venture Capital, Financial Reporting, Corporate Development
Education
Rhodes University 1997 — 2000
Bachelor of Commerce, Commerce
Matt Sorensen's Harris Williams & Co. Experience June 2015 - Present
Job Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2015 - Present
New York Mercantile Exchange May 2014 - August 2014
CME Group June 2013 - August 2013
Winnetka Park District August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Visual Basic, Microsoft Office, Microsoft Word, AutoCAD, Internal Audit, Data Analysis
Education
University of Richmond 2011 — 2015
Bachelors of Science in Business Administration, Concentration in Finance
New Trier High School 2007 — 2011
Harris Williams & Co. June 2015 - Present
New York Mercantile Exchange May 2014 - August 2014
CME Group June 2013 - August 2013
Winnetka Park District August 2010 - August 2012
Skills
PowerPoint, Microsoft Excel, Visual Basic, Microsoft Office, Microsoft Word, AutoCAD, Internal Audit, Data Analysis
Education
University of Richmond 2011 — 2015
Bachelors of Science in Business Administration, Concentration in Finance
New Trier High School 2007 — 2011
Vance Toole's Harris Williams & Co. Experience May 2015 - May 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Schaefer's Electronic Enclosures May 2013 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership, AutoCAD, Matlab, Customer Service
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Jefferies May 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Schaefer's Electronic Enclosures May 2013 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership, AutoCAD, Matlab, Customer Service
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Jenn Cleary Jenn Cleary's Harris Williams & Co. Experience September 2014 - Present
Job Marketing Assistant at Harris Williams & Co.
Industry Marketing and Advertising
Experience
Harris Williams & Co. September 2014 - Present
American International Biotechnology Services March 2013 - June 2014
Amerigroup Corporation May 2012 - August 2012
Reed and Associates Marketing June 2011 - January 2012
Skills
Marketing, Social Media, Press Releases, Editing, Time Management, Management, Facebook, SharePoint, Social Media Marketing, Research, Adobe Creative Suite, Brand Management, Event Planning, Social Networking, PowerPoint, SEO
Education
Radford University 2008 — 2012
B.S, Communications & Media Studies, Marketing
Harris Williams & Co. September 2014 - Present
American International Biotechnology Services March 2013 - June 2014
Amerigroup Corporation May 2012 - August 2012
Reed and Associates Marketing June 2011 - January 2012
Skills
Marketing, Social Media, Press Releases, Editing, Time Management, Management, Facebook, SharePoint, Social Media Marketing, Research, Adobe Creative Suite, Brand Management, Event Planning, Social Networking, PowerPoint, SEO
Education
Radford University 2008 — 2012
B.S, Communications & Media Studies, Marketing
Jess Jones's Harris Williams & Co. Experience 2010 - March 2012
Job Sr. Director of Recruitment and Staff Development at YMCA of Greater Richmond
Industry Nonprofit Organization Management
Experience
YMCA of Greater Richmond March 2012 - Present
Harris Williams & Co. 2010 - March 2012
Skills
New Hire Orientations, Interviews, Training, Employee Relations, Strategic Sourcing, Talent Management, Employee Training, Talent Acquisition, Leadership Development, Employer Branding, Hiring, Human Resources, Applicant Tracking..., Job Descriptions, Onboarding, Employment Law, Employee Engagement, Full-cycle Recruiting, New Employee Orientation, Training & Development, Workforce Planning, Organizational..., Mentoring, Internships
Education
Washington and Lee University School of Law 2004 — 2007
JD
Trinity College-Hartford 2000 — 2004
BA, Political Science
Nyack High School 1996 — 2000
YMCA of Greater Richmond March 2012 - Present
Harris Williams & Co. 2010 - March 2012
Skills
New Hire Orientations, Interviews, Training, Employee Relations, Strategic Sourcing, Talent Management, Employee Training, Talent Acquisition, Leadership Development, Employer Branding, Hiring, Human Resources, Applicant Tracking..., Job Descriptions, Onboarding, Employment Law, Employee Engagement, Full-cycle Recruiting, New Employee Orientation, Training & Development, Workforce Planning, Organizational..., Mentoring, Internships
Education
Washington and Lee University School of Law 2004 — 2007
JD
Trinity College-Hartford 2000 — 2004
BA, Political Science
Nyack High School 1996 — 2000
Dan Soli Dan Soli's Harris Williams & Co. Experience June 2011 - July 2013
Job Associate at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Planto Roe Financial Services May 2009 - May 2010
Mary Carter Financial Services May 2008 - August 2008
Valero Energy Corporation May 2007 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Private Equity, Corporate Finance, Capital Markets, Equity Research, DCF, Equities, Bloomberg, Business Valuation, Investments, M&A experience
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters of Science, Finance
Trinity University 2005 — 2009
B.S., Finance and Economics
HarbourVest Partners August 2013 - Present
Harris Williams & Co. June 2011 - July 2013
Planto Roe Financial Services May 2009 - May 2010
Mary Carter Financial Services May 2008 - August 2008
Valero Energy Corporation May 2007 - July 2007
Skills
Valuation, Investment Banking, Financial Modeling, Financial Analysis, LBO, Private Equity, Corporate Finance, Capital Markets, Equity Research, DCF, Equities, Bloomberg, Business Valuation, Investments, M&A experience
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2011
Masters of Science, Finance
Trinity University 2005 — 2009
B.S., Finance and Economics
Michael Cueter Michael Cueter's Harris Williams & Co. Experience May 2013 - July 2015
Job at
Industry Investment Banking
Experience
Olympus Partners August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
KeyBanc Capital Markets May 2012 - August 2012
Michigan Association of CPA's May 2010 - August 2011
Skills
Capital IQ, ThomsonOne, FactSet, Valuation, Financial Modeling, Equity Research, PowerPoint, Microsoft Excel, Accounting, Deep Tissue Massage, Kitchen, French, Proofreading, Pickles, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Accounting and Finance
Oakland University 2013 — 2013
Post-Baccalaureate, Accounting
Brother Rice High School 2005 — 2009
Olympus Partners August 2015 - Present
Harris Williams & Co. May 2013 - July 2015
KeyBanc Capital Markets May 2012 - August 2012
Michigan Association of CPA's May 2010 - August 2011
Skills
Capital IQ, ThomsonOne, FactSet, Valuation, Financial Modeling, Equity Research, PowerPoint, Microsoft Excel, Accounting, Deep Tissue Massage, Kitchen, French, Proofreading, Pickles, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2012
BBA, Accounting and Finance
Oakland University 2013 — 2013
Post-Baccalaureate, Accounting
Brother Rice High School 2005 — 2009
Matt Mueller Matt Mueller's Harris Williams & Co. Experience March 2009 - June 2011
Job Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC June 2011 - Present
Harris Williams & Co. March 2009 - June 2011
National City Capital Markets January 2005 - March 2009
National Futures Association 1997 - 2002
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Financial Analysis, Corporate Development, Leveraged Finance, Investments, Valuation, Private Equity, Restructuring, M&A experience, Capital Markets
Education
University of Michigan 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance & Accounting
Western Reserve Partners LLC June 2011 - Present
Harris Williams & Co. March 2009 - June 2011
National City Capital Markets January 2005 - March 2009
National Futures Association 1997 - 2002
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, LBO, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Financial Analysis, Corporate Development, Leveraged Finance, Investments, Valuation, Private Equity, Restructuring, M&A experience, Capital Markets
Education
University of Michigan 2002 — 2004
MBA
University of Wisconsin-Madison 1993 — 1997
BBA, Finance & Accounting
Eric Reimers Eric Reimers's Harris Williams & Co. Experience February 2012 - November 2013
Job Experienced investment banking and corporate development professional
Industry Computer Software
Experience
Blackboard January 2014 - Present
Harris Williams & Co. February 2012 - November 2013
Harris Williams & Co. January 2009 - February 2012
Harris Williams & Co. September 2007 - January 2009
Harris Williams & Co. July 2005 - September 2007
Hewlett-Packard May 2002 - March 2005
Compaq Computer August 2001 - May 2002
Eli Lilly and Company June 2000 - August 2000
Skills
M&A experience, Corporate Development, Mergers, Venture Capital, Investment Banking, Operational Excellence, LBO, Private Placements, Private Equity, Valuation, Mergers & Acquisitions, Leveraged Finance, Strategy, Corporate Finance, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BS, Chemical Engineering
Blackboard January 2014 - Present
Harris Williams & Co. February 2012 - November 2013
Harris Williams & Co. January 2009 - February 2012
Harris Williams & Co. September 2007 - January 2009
Harris Williams & Co. July 2005 - September 2007
Hewlett-Packard May 2002 - March 2005
Compaq Computer August 2001 - May 2002
Eli Lilly and Company June 2000 - August 2000
Skills
M&A experience, Corporate Development, Mergers, Venture Capital, Investment Banking, Operational Excellence, LBO, Private Placements, Private Equity, Valuation, Mergers & Acquisitions, Leveraged Finance, Strategy, Corporate Finance, Financial Modeling, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Virginia 1991 — 1995
BS, Chemical Engineering
Kimberly Roberts Kimberly Roberts's Harris Williams & Co. Experience June 2004 - July 2006
Job Innovation Manager at E. & J. Gallo Winery
Industry Food & Beverages
Experience
E. & J. Gallo Winery January 2014 - Present
E. & J. Gallo Winery December 2012 - December 2013
E. & J. Gallo Winery 2011 - 2012
United States Olympic Committee June 2010 - August 2010
Pacific Strategy Partners September 2007 - February 2009
The GET Group September 2006 - May 2007
Harris Williams & Co. June 2004 - July 2006
Skills
Management, Marketing, Competitive Analysis, Marketing Strategy, Business Strategy, Strategy, Product Development, Cross-functional Team..., Market Research, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Business
Stanford University 2000 — 2004
Bachelor of Science (B.S.), Management Science and Engineering
E. & J. Gallo Winery January 2014 - Present
E. & J. Gallo Winery December 2012 - December 2013
E. & J. Gallo Winery 2011 - 2012
United States Olympic Committee June 2010 - August 2010
Pacific Strategy Partners September 2007 - February 2009
The GET Group September 2006 - May 2007
Harris Williams & Co. June 2004 - July 2006
Skills
Management, Marketing, Competitive Analysis, Marketing Strategy, Business Strategy, Strategy, Product Development, Cross-functional Team..., Market Research, Financial Modeling
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Business
Stanford University 2000 — 2004
Bachelor of Science (B.S.), Management Science and Engineering
Molly Flynn Molly Flynn's Harris Williams & Co. Experience 2002 - 2004
Job Associate at Drinker Biddle & Reath LLP
Industry Legal Services
Experience
Drinker Biddle & Reath LLP September 2007 - Present
Drinker Biddle & Reath LLP May 2006 - August 2006
Arent Fox May 2005 - August 2005
National Trust for Historic Preservation January 2005 - May 2005
Harris Williams & Co. 2002 - 2004
Skills
Litigation, Dispute Resolution, Legal Research, Civil Litigation, Commercial Litigation, Arbitration, Courts, Product Liability, Legal Writing, Personal Injury, Depositions, Appeals, Motions, Trials, Intellectual Property
Education
The George Washington University Law School 2004 — 2007
JD, Law
Temple University 1998 — 2002
BFA, Fine Art Photography
Drinker Biddle & Reath LLP September 2007 - Present
Drinker Biddle & Reath LLP May 2006 - August 2006
Arent Fox May 2005 - August 2005
National Trust for Historic Preservation January 2005 - May 2005
Harris Williams & Co. 2002 - 2004
Skills
Litigation, Dispute Resolution, Legal Research, Civil Litigation, Commercial Litigation, Arbitration, Courts, Product Liability, Legal Writing, Personal Injury, Depositions, Appeals, Motions, Trials, Intellectual Property
Education
The George Washington University Law School 2004 — 2007
JD, Law
Temple University 1998 — 2002
BFA, Fine Art Photography
Elisa Downey-Zayas Elisa Downey-Zayas's Harris Williams & Co. Experience May 2008 - July 2010
Job Juris Doctor Candidate at the University of Pennsylvania Law School
Industry Law Practice
Experience
Harris Williams & Co. May 2008 - July 2010
University of Pennsylvania - Office of Investments January 2007 - May 2008
Education
University of Pennsylvania Law School 2011 — 2014
JD, Public Policy and Social Practice
University of Pennsylvania 2004 — 2008
BSE, Electrical and Systems Engineering
Harris Williams & Co. May 2008 - July 2010
University of Pennsylvania - Office of Investments January 2007 - May 2008
Education
University of Pennsylvania Law School 2011 — 2014
JD, Public Policy and Social Practice
University of Pennsylvania 2004 — 2008
BSE, Electrical and Systems Engineering
Brendan Stancato Brendan Stancato's Harris Williams & Co. Experience August 2010 - July 2013
Job Analyst at Eureka Growth Capital
Industry Financial Services
Experience
Eureka Growth Capital September 2013 - Present
Harris Williams & Co. August 2010 - July 2013
Harris Williams & Co. July 2010 - August 2010
Boys and Girls Clubs of America June 2008 - August 2008
Twining valley golf course May 2005 - August 2008
Janney Montgomery Scott May 2007 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, Economics, Data Analysis
Education
Penn State University 2007 — 2011
B.S. Economics, Economics
Eureka Growth Capital September 2013 - Present
Harris Williams & Co. August 2010 - July 2013
Harris Williams & Co. July 2010 - August 2010
Boys and Girls Clubs of America June 2008 - August 2008
Twining valley golf course May 2005 - August 2008
Janney Montgomery Scott May 2007 - June 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Investments, Investment Banking, Capital Markets, Economics, Data Analysis
Education
Penn State University 2007 — 2011
B.S. Economics, Economics
Matthew Yahyapour Matthew Yahyapour's Harris Williams & Co. Experience June 2010 - July 2012
Job Vice President at ADI Partners
Industry Venture Capital & Private Equity
Experience
ADI Partners June 2013 - Present
J.H. Whitney & Co. August 2012 - May 2013
Harris Williams & Co. June 2010 - July 2012
Credit Suisse June 2007 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Recapitalizations, Buyouts, Middle Market
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MS, Finance
University of North Carolina at Wilmington 2003 — 2007
BS, Economics
ADI Partners June 2013 - Present
J.H. Whitney & Co. August 2012 - May 2013
Harris Williams & Co. June 2010 - July 2012
Credit Suisse June 2007 - June 2009
Skills
Investment Banking, Mergers & Acquisitions, Recapitalizations, Buyouts, Middle Market
Education
Vanderbilt University - Owen Graduate School of Management 2009 — 2010
MS, Finance
University of North Carolina at Wilmington 2003 — 2007
BS, Economics
Josh Hyatt's Harris Williams & Co. Experience May 2013 - May 2013
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Bank of America Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Harris Williams & Co. May 2013 - May 2013
Cappello Capital Corp. September 2012 - December 2012
Morgan Stanley June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Business Development, Public Speaking, Financial Analysis, VBA, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Private Equity
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration, Finance
Langley High School 2006 — 2010
Mark Tamburello Mark Tamburello's Harris Williams & Co. Experience 2006 - 2008
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group November 2011 - Present
Churchill Financial 2010 - 2011
Olympus Partners 2008 - 2010
Harris Williams & Co. 2006 - 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
The Carlyle Group November 2011 - Present
Churchill Financial 2010 - 2011
Olympus Partners 2008 - 2010
Harris Williams & Co. 2006 - 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Bob Girton Bob Girton's Harris Williams & Co. Experience January 2010 - January 2011
Job Vice President at Edgewater Capital
Industry Venture Capital & Private Equity
Experience
Edgewater Capital Partners January 2011 - Present
Harris Williams & Co. January 2010 - January 2011
Candlewood Partners February 2009 - March 2010
Skills
Investment Banking, Capital Markets, Leadership, Private Equity, Valuation, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Financial Analysis, Strategic Planning, Strategy, Business Development, LBO
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Banking and Finance
The Levin Institute
The University of Akron
Bachelor's, Business Administration - Corporate Finance Management
Edgewater Capital Partners January 2011 - Present
Harris Williams & Co. January 2010 - January 2011
Candlewood Partners February 2009 - March 2010
Skills
Investment Banking, Capital Markets, Leadership, Private Equity, Valuation, Financial Modeling, Corporate Finance, Finance, Mergers & Acquisitions, Venture Capital, Investments, Due Diligence, Financial Analysis, Strategic Planning, Strategy, Business Development, LBO
Education
Case Western Reserve University - Weatherhead School of Management
MBA, Banking and Finance
The Levin Institute
The University of Akron
Bachelor's, Business Administration - Corporate Finance Management
Brant Wilczek's Harris Williams & Co. Experience June 2015 - Present
Job Associate, Consumer Investment Banking at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2015 - Present
Deloitte March 2012 - May 2015
SIRVA September 2011 - March 2012
SIRVA December 2010 - March 2012
Deloitte & Touche September 2007 - November 2010
Skills
Internal Audit, Internal Controls, Accounting, Financial Analysis, Auditing, GAAP, Cash Flow, SEC filings, Mergers & Acquisitions, Business Process..., Assurance
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Accountancy
University of Illinois at Urbana-Champaign 2006 — 2007
Certificate of Accountancy
Harris Williams & Co. June 2015 - Present
Deloitte March 2012 - May 2015
SIRVA September 2011 - March 2012
SIRVA December 2010 - March 2012
Deloitte & Touche September 2007 - November 2010
Skills
Internal Audit, Internal Controls, Accounting, Financial Analysis, Auditing, GAAP, Cash Flow, SEC filings, Mergers & Acquisitions, Business Process..., Assurance
Education
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
B.S., Accountancy
University of Illinois at Urbana-Champaign 2006 — 2007
Certificate of Accountancy
Paul Mohme's Harris Williams & Co. Experience 2005 - 2008
Job Corp Dev and Partnerships at BitTorrent
Industry Internet
Experience
BitTorrent, Inc. 2013 - 2015
Artillery Games, Inc. 2013 - 2013
Zynga July 2011 - November 2012
Zynga April 2010 - July 2011
iRhythm Technologies, Inc. 2008 - 2009
Harris Williams & Co. 2005 - 2008
Commercial RealInvestors 2002 - 2004
Lazard Frères & Co. 2000 - 2002
J.P. Morgan & Co. Incorporated 1997 - 2000
CIBC World Markets (fka CIBC Wood Gundy) 1993 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, General Management
University of California, Los Angeles
AB, Economics
BitTorrent, Inc. 2013 - 2015
Artillery Games, Inc. 2013 - 2013
Zynga July 2011 - November 2012
Zynga April 2010 - July 2011
iRhythm Technologies, Inc. 2008 - 2009
Harris Williams & Co. 2005 - 2008
Commercial RealInvestors 2002 - 2004
Lazard Frères & Co. 2000 - 2002
J.P. Morgan & Co. Incorporated 1997 - 2000
CIBC World Markets (fka CIBC Wood Gundy) 1993 - 1996
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, General Management
University of California, Los Angeles
AB, Economics
Jeff Burkett's Harris Williams & Co. Experience May 2012 - Present
Job Investment Banking and Corporate Finance professional
Industry Investment Banking
Experience
Harris Williams & Co. May 2012 - Present
Morgan Stanley August 2007 - January 2012
Atlantic Capital January 2004 - June 2005
Bloomberg May 2002 - December 2003
Arthur Andersen September 2001 - April 2002
Skills
Investment Banking, Equities, IPO, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Bloomberg, Corporate Finance, Capital Markets, Mergers, Asset Managment, Investments, Risk Management, Fixed Income, Credit Analysis, Financial Reporting, Private Equity, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Wake Forest University 1997 — 2001
BS
Harris Williams & Co. May 2012 - Present
Morgan Stanley August 2007 - January 2012
Atlantic Capital January 2004 - June 2005
Bloomberg May 2002 - December 2003
Arthur Andersen September 2001 - April 2002
Skills
Investment Banking, Equities, IPO, Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Due Diligence, Bloomberg, Corporate Finance, Capital Markets, Mergers, Asset Managment, Investments, Risk Management, Fixed Income, Credit Analysis, Financial Reporting, Private Equity, Strategic Financial...
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2005 — 2007
MBA
Wake Forest University 1997 — 2001
BS
Eric Sifferlen's Harris Williams & Co. Experience May 2007 - August 2009
Job Sr. Director, Corporate Planning at Aspen Technology
Industry Investment Banking
Experience
Aspen Technology September 2014 - Present
Ensign-Bickford Industries, Inc. 2010 - Present
Ensign-Bickford Industries, Inc. 2010 - September 2014
Harris Williams & Co. May 2007 - August 2009
Harris Williams & Co. June 2006 - August 2006
U.S. Navy May 1996 - July 2005
Skills
Navy, Strategy, Private Equity, Program Management, Management, Mergers, Six Sigma, Strategic Consulting, Finance, Business Strategy, Competitive Analysis, Venture Capital, Helicopters, New Business Development, Management Consulting, Training
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
United States Naval Academy 1992 — 1996
B.S. with Merit, Mechanical Engineering
Aspen Technology September 2014 - Present
Ensign-Bickford Industries, Inc. 2010 - Present
Ensign-Bickford Industries, Inc. 2010 - September 2014
Harris Williams & Co. May 2007 - August 2009
Harris Williams & Co. June 2006 - August 2006
U.S. Navy May 1996 - July 2005
Skills
Navy, Strategy, Private Equity, Program Management, Management, Mergers, Six Sigma, Strategic Consulting, Finance, Business Strategy, Competitive Analysis, Venture Capital, Helicopters, New Business Development, Management Consulting, Training
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance
United States Naval Academy 1992 — 1996
B.S. with Merit, Mechanical Engineering
Luke Semple's Harris Williams & Co. Experience April 2008 - Present
Job Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. April 2008 - Present
Deutsche Bank July 2007 - April 2008
Education
University of Virginia Darden School of Business 2007 — 2007
Trinity College-Hartford 1996 — 2000
BA, English
Harris Williams & Co. April 2008 - Present
Deutsche Bank July 2007 - April 2008
Education
University of Virginia Darden School of Business 2007 — 2007
Trinity College-Hartford 1996 — 2000
BA, English
Jessica Brecker's Harris Williams & Co. Experience April 2008 - May 2010
Job Manager of FP&A
Industry Hospital & Health Care
Experience
Pentec Health April 2010 - Present
Harris Williams & Co. April 2008 - May 2010
LLR Partners August 2007 - March 2008
Harris Williams & Co. July 2004 - July 2007
Education
University of Richmond 2000 — 2004
University of Richmond - Robins School of Business 2000 — 2004
Pentec Health April 2010 - Present
Harris Williams & Co. April 2008 - May 2010
LLR Partners August 2007 - March 2008
Harris Williams & Co. July 2004 - July 2007
Education
University of Richmond 2000 — 2004
University of Richmond - Robins School of Business 2000 — 2004
Sara Walker's Harris Williams & Co. Experience January 2012 - Present
Job Head of MBA Recruiting at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. January 2012 - Present
Harris Williams & Co. December 2007 - July 2012
Harris Williams & Co. June 2005 - December 2007
TransUnion June 2004 - August 2004
Education
Sewanee-The University of the South 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Harris Williams & Co. January 2012 - Present
Harris Williams & Co. December 2007 - July 2012
Harris Williams & Co. June 2005 - December 2007
TransUnion June 2004 - August 2004
Education
Sewanee-The University of the South 2001 — 2005
Bachelor of Arts (B.A.), English Language and Literature, General
Mills Schenck's Harris Williams & Co. Experience June 2002 - July 2004
Job Principal at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2008 - Present
Visa August 2004 - May 2006
Harris Williams & Co. June 2002 - July 2004
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA)
Stanford University 1998 — 2002
BA, Political Science
The Boston Consulting Group September 2008 - Present
Visa August 2004 - May 2006
Harris Williams & Co. June 2002 - July 2004
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA)
Stanford University 1998 — 2002
BA, Political Science
Matthew Allessio's Harris Williams & Co. Experience July 2002 - July 2005
Job Principal Private Equity Practice at A.T. Kearney
Industry Financial Services
Experience
A.T. Kearney May 2014 - Present
Kurt Salmon July 2013 - May 2014
Kurt Salmon June 2011 - July 2013
Kurt Salmon August 2009 - June 2011
Weston Presidio August 2005 - July 2007
Harris Williams & Co. July 2002 - July 2005
Skills
Financial Modeling, Due Diligence, Private Equity, Management Consulting, Strategy, Business Strategy, Valuation, Mergers, Corporate Development, Corporate Finance, Investment Banking, Venture Capital, Competitive Analysis, Financial Analysis, Analytics, Mergers & Acquisitions, Investments, Market Research
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Concentrations in strategy, finance and accounting
Stanford University 1998 — 2002
BA, Economics, International Relations
Taft School 1995 — 1998
A.T. Kearney May 2014 - Present
Kurt Salmon July 2013 - May 2014
Kurt Salmon June 2011 - July 2013
Kurt Salmon August 2009 - June 2011
Weston Presidio August 2005 - July 2007
Harris Williams & Co. July 2002 - July 2005
Skills
Financial Modeling, Due Diligence, Private Equity, Management Consulting, Strategy, Business Strategy, Valuation, Mergers, Corporate Development, Corporate Finance, Investment Banking, Venture Capital, Competitive Analysis, Financial Analysis, Analytics, Mergers & Acquisitions, Investments, Market Research
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Concentrations in strategy, finance and accounting
Stanford University 1998 — 2002
BA, Economics, International Relations
Taft School 1995 — 1998
Lanre Osinusi's Harris Williams & Co. Experience February 2010 - April 2012
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Glenn Gurtcheff's Harris Williams & Co. Experience Managing DirectorPiper Jaffray1998 - 2006
Job Managing Director at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. Managing DirectorPiper Jaffray1998 - 2006
Skills
Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, LBO, M, Mergers, Private Equity, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Notre Dame
University of Notre Dame
Harris Williams & Co. Managing DirectorPiper Jaffray1998 - 2006
Skills
Corporate Development, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investment Banking, LBO, M, Mergers, Private Equity, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA, Finance
University of Notre Dame
University of Notre Dame
Paul van Walleghem's Harris Williams & Co. Experience 2003 - 2006
Job Chief Financial Officer at Evergreen Industrial Services
Industry Environmental Services
Experience
Evergreen Industrial Services February 2013 - Present
The Brock Group February 2012 - February 2013
The Brock Group February 2007 - January 2012
Harris Williams & Co. 2003 - 2006
Etensity, Inc. 1999 - 2001
Cowen and Company 1997 - 1999
Skills
Corporate Finance, Finance, Financial Reporting, Management, Forecasting, Mergers, Mergers, Start-ups, Strategy, Strategic Planning, Budgets, Financial Planning, Operations Management, Strategic Financial..., Corporate Development, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
Evergreen Industrial Services February 2013 - Present
The Brock Group February 2012 - February 2013
The Brock Group February 2007 - January 2012
Harris Williams & Co. 2003 - 2006
Etensity, Inc. 1999 - 2001
Cowen and Company 1997 - 1999
Skills
Corporate Finance, Finance, Financial Reporting, Management, Forecasting, Mergers, Mergers, Start-ups, Strategy, Strategic Planning, Budgets, Financial Planning, Operations Management, Strategic Financial..., Corporate Development, Due Diligence
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
MBA, Business
Jon Marshall's Harris Williams & Co. Experience June 2007 - July 2009
Job VMG Partners
Industry Venture Capital & Private Equity
Experience
VMG Partners September 2012 - Present
Castanea Partners August 2009 - September 2012
Harris Williams & Co. June 2007 - July 2009
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investments, Financial Analysis, M&A experience, Leveraged Finance, Business Strategy, Growth Equity, Consumer Products, M&A
Education
University of California, Berkeley 2003 — 2006
BS, Business Administration
VMG Partners September 2012 - Present
Castanea Partners August 2009 - September 2012
Harris Williams & Co. June 2007 - July 2009
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investments, Financial Analysis, M&A experience, Leveraged Finance, Business Strategy, Growth Equity, Consumer Products, M&A
Education
University of California, Berkeley 2003 — 2006
BS, Business Administration
Wayne Twardokus's Harris Williams & Co. Experience 2009 - 2011
Job League Park Advisors
Industry Investment Banking
Experience
League Park Advisors June 2011 - Present
Harris Williams & Co. 2009 - 2011
National City Capital Markets - Acquired by Harris Williams May 2007 - February 2009
Brown Gibbons Lang & Company January 2005 - April 2007
Argilus June 2002 - December 2004
Skills
Mergers, Restructuring, Investment Banking, Middle Market, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Private Placements, Capital Raising, Business Planning, Financial Modeling, Private Equity, Financial Advisory, LBO, M&A experience
Education
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance, Corporate Accounting
State University of New York College at Geneseo 1997 — 2000
BS, Business Management
League Park Advisors June 2011 - Present
Harris Williams & Co. 2009 - 2011
National City Capital Markets - Acquired by Harris Williams May 2007 - February 2009
Brown Gibbons Lang & Company January 2005 - April 2007
Argilus June 2002 - December 2004
Skills
Mergers, Restructuring, Investment Banking, Middle Market, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Private Placements, Capital Raising, Business Planning, Financial Modeling, Private Equity, Financial Advisory, LBO, M&A experience
Education
University of Rochester - Simon Business School 2000 — 2002
MBA, Finance, Corporate Accounting
State University of New York College at Geneseo 1997 — 2000
BS, Business Management
Matthew Reck's Harris Williams & Co. Experience July 2011 - May 2012
Job Director, Corporate Development, Treasury & Investor Relations
Industry Computer Software
Experience
Digital River April 2014 - Present
Tonka Bay Equity Partners June 2012 - April 2014
Harris Williams & Co. July 2011 - May 2012
Hillcrest Capital Partners September 2009 - June 2011
Harris Williams & Co. June 2007 - July 2009
Skills
Mutual Funds, Investments, Equities, Private Equity, Growth Capital, Buyouts, Management, Capital, Portfolio Management, Mergers & Acquisitions, Investment Banking, Business Valuation, Valuation, Financial Modeling
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance, Marketing
Digital River April 2014 - Present
Tonka Bay Equity Partners June 2012 - April 2014
Harris Williams & Co. July 2011 - May 2012
Hillcrest Capital Partners September 2009 - June 2011
Harris Williams & Co. June 2007 - July 2009
Skills
Mutual Funds, Investments, Equities, Private Equity, Growth Capital, Buyouts, Management, Capital, Portfolio Management, Mergers & Acquisitions, Investment Banking, Business Valuation, Valuation, Financial Modeling
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance, Marketing
Vincent Carey's Harris Williams & Co. Experience July 2005 - July 2011
Job Principal at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Gryphon Investors August 2015 - Present
MHT MidSpan July 2011 - July 2015
Harris Williams & Co. July 2005 - July 2011
Thomas Weisel Partners May 2001 - May 2003
Goldman Sachs July 1998 - July 1999
Morgan Stanley July 1996 - July 1998
Skills
Valuation, Mergers, Investment Banking, Financial Analysis, M&A experience, Equity Research, Financial Modeling, Investments, Corporate Finance, Due Diligence, Private Equity, Capital Markets, Venture Capital, Corporate Development, Equities, LBO, Business Strategy, Finance, Business Valuation, Strategy, Financial Advisory, Mergers & Acquisitions, IPO
Education
University of California, Berkeley, Haas School of Business 2003 — 2005
MBA, Finance and Financial Management Services
University of California, Berkeley 1992 — 1996
BS, Business Administration
Craig Lawson, CFA's Harris Williams & Co. Experience 2007 - 2010
Job Managing Director at MHT MidSpan Partners
Industry Investment Banking
Experience
MHT MidSpan Partners November 2013 - Present
MidSpan Partners October 2010 - November 2013
Harris Williams & Co. 2007 - 2010
Banc of America Securities 2004 - 2007
Skills
Mergers, Mergers & Acquisitions, LBO, Strategy, Private Equity, Investment Banking, Corporate Development, Valuation, M&A experience, Venture Capital, Private Placements, Capital Markets, Leveraged Finance, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Tufts University 1989 — 1993
BA, Economics and History
MHT MidSpan Partners November 2013 - Present
MidSpan Partners October 2010 - November 2013
Harris Williams & Co. 2007 - 2010
Banc of America Securities 2004 - 2007
Skills
Mergers, Mergers & Acquisitions, LBO, Strategy, Private Equity, Investment Banking, Corporate Development, Valuation, M&A experience, Venture Capital, Private Placements, Capital Markets, Leveraged Finance, Divestitures, Due Diligence, Business Valuation, Financial Modeling, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Tufts University 1989 — 1993
BA, Economics and History
Jayme Jamieson's Harris Williams & Co. Experience July 2006 - June 2007
Job COO of C Sports Ventures
Industry Internet
Experience
C Sports Ventures February 2013 - Present
Del Monte Foods May 2010 - February 2013
Sagent Advisors September 2007 - June 2009
Harris Williams & Co. July 2006 - June 2007
Skills
Financial & Operational..., Valuation, Due Diligence, Research, Competitive Analysis, Business Analysis, Strategy, Project Management, Cross Functional..., Microsoft Suites, Investment Banking, Corporate Development
Education
University of Notre Dame 2002 — 2006
BBA, Finance
C Sports Ventures February 2013 - Present
Del Monte Foods May 2010 - February 2013
Sagent Advisors September 2007 - June 2009
Harris Williams & Co. July 2006 - June 2007
Skills
Financial & Operational..., Valuation, Due Diligence, Research, Competitive Analysis, Business Analysis, Strategy, Project Management, Cross Functional..., Microsoft Suites, Investment Banking, Corporate Development
Education
University of Notre Dame 2002 — 2006
BBA, Finance
Nick Patel's Harris Williams & Co. Experience December 2009 - April 2011
Job President at Wellable, Inc.
Industry Hospital & Health Care
Experience
Wellable, Inc. November 2012 - Present
The TriZetto Group April 2011 - November 2012
Harris Williams & Co. December 2009 - April 2011
Morgan Keegan July 2009 - November 2009
Morgan Keegan June 2006 - June 2009
Skills
Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Equities, Capital Markets, Venture Capital, Due Diligence, Investment Banking, Healthcare, Strategy, Product Management, Healthcare Information..., Mergers & Acquisitions, M&A experience, Leadership, Program Management, Public Speaking, Entrepreneurship, Strategic Planning, Management
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (BBA), Banking & Finance, Economics
Wellable, Inc. November 2012 - Present
The TriZetto Group April 2011 - November 2012
Harris Williams & Co. December 2009 - April 2011
Morgan Keegan July 2009 - November 2009
Morgan Keegan June 2006 - June 2009
Skills
Private Equity, Mergers, Corporate Finance, Valuation, Financial Modeling, Equities, Capital Markets, Venture Capital, Due Diligence, Investment Banking, Healthcare, Strategy, Product Management, Healthcare Information..., Mergers & Acquisitions, M&A experience, Leadership, Program Management, Public Speaking, Entrepreneurship, Strategic Planning, Management
Education
The University of Georgia 2002 — 2006
Bachelor of Business Administration (BBA), Banking & Finance, Economics
Clint Brown's Harris Williams & Co. Experience June 2010 - March 2011
Job Business Development Advisor at Noble Energy
Industry Oil & Energy
Experience
Noble Energy July 2015 - Present
Rosetta Resources January 2015 - July 2015
Rosetta Resources May 2014 - January 2015
RBC Capital Markets March 2011 - April 2014
Harris Williams & Co. June 2010 - March 2011
Citi June 2009 - August 2009
STMM October 2003 - June 2007
Skills
Equities, Investment Banking, Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investments, Bloomberg, Private Equity, Business Strategy, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General, 3.9
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting, and eBusiness, 3.8
Noble Energy July 2015 - Present
Rosetta Resources January 2015 - July 2015
Rosetta Resources May 2014 - January 2015
RBC Capital Markets March 2011 - April 2014
Harris Williams & Co. June 2010 - March 2011
Citi June 2009 - August 2009
STMM October 2003 - June 2007
Skills
Equities, Investment Banking, Financial Modeling, Mergers & Acquisitions, Mergers, Valuation, Investments, Bloomberg, Private Equity, Business Strategy, Capital Markets
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA, Finance, General, 3.9
Texas Christian University - M.J. Neeley School of Business 1999 — 2003
BBA, Finance, Accounting, and eBusiness, 3.8
Kevin Zhu's Harris Williams & Co. Experience June 2011 - August 2011
Job Investment Associate at Citadel LLC
Industry Investment Management
Experience
Citadel LLC June 2015 - Present
H.I.G. Capital August 2014 - May 2015
Guggenheim Securities July 2012 - July 2014
Harris Williams & Co. June 2011 - August 2011
CMF Associates, LLC June 2010 - May 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, DCF, LBO, Private Equity, Accounting, Finance, Due Diligence, Mergers, Investment Banking, Hedge Funds, Credit
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science (BS), Finance
The University of Texas at Austin 2008 — 2009
Bachelor of Business Administration (BBA), BHP, Finance, Economics
Citadel LLC June 2015 - Present
H.I.G. Capital August 2014 - May 2015
Guggenheim Securities July 2012 - July 2014
Harris Williams & Co. June 2011 - August 2011
CMF Associates, LLC June 2010 - May 2011
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers & Acquisitions, DCF, LBO, Private Equity, Accounting, Finance, Due Diligence, Mergers, Investment Banking, Hedge Funds, Credit
Education
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science (BS), Finance
The University of Texas at Austin 2008 — 2009
Bachelor of Business Administration (BBA), BHP, Finance, Economics
Dave Hegeman's Harris Williams & Co. Experience January 2009 - June 2011
Job Chief Financial Officer Millcraft Group
Industry Wholesale
Experience
Millcraft Group January 2014 - Present
Chemical Associates, Inc. June 2011 - November 2013
Harris Williams & Co. January 2009 - June 2011
National City Investment Banking November 2004 - December 2008
Ernst & Young Corporate Finance December 2001 - November 2004
Ernst & Young July 1985 - December 2001
Skills
Valuation, Investment Banking, Private Equity, Mergers, Due Diligence, Restructuring, LBO, Divestitures
Education
University of Michigan Business School 1989 — 1990
MBA, Corporate Strategy, Finance
University of Michigan Business School 1984 — 1985
BBA, Accounting
Millcraft Group January 2014 - Present
Chemical Associates, Inc. June 2011 - November 2013
Harris Williams & Co. January 2009 - June 2011
National City Investment Banking November 2004 - December 2008
Ernst & Young Corporate Finance December 2001 - November 2004
Ernst & Young July 1985 - December 2001
Skills
Valuation, Investment Banking, Private Equity, Mergers, Due Diligence, Restructuring, LBO, Divestitures
Education
University of Michigan Business School 1989 — 1990
MBA, Corporate Strategy, Finance
University of Michigan Business School 1984 — 1985
BBA, Accounting
Brandon Workman's Harris Williams & Co. Experience 2007 - 2009
Job writer | entrepreneur | energy professional
Industry Renewables & Environment
Experience
Huckberry May 2013 - Present
MLP Bible January 2013 - Present
Business Insider January 2013 - Present
DreamResume May 2011 - Present
Standard Solar 2009 - 2011
Harris Williams & Co. 2007 - 2009
Kenan Institute Asia May 2006 - August 2006
Skills
Solar Energy, Project Finance, Corporate Development, Financial Analysis, Investment Banking, Financial Modeling, Mergers & Acquisitions, Contract Negotiation, Mergers, Photovoltaics, Strategy, Renewable Energy, Start-ups, Due Diligence, Cleantech, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business, Chemistry
Huckberry May 2013 - Present
MLP Bible January 2013 - Present
Business Insider January 2013 - Present
DreamResume May 2011 - Present
Standard Solar 2009 - 2011
Harris Williams & Co. 2007 - 2009
Kenan Institute Asia May 2006 - August 2006
Skills
Solar Energy, Project Finance, Corporate Development, Financial Analysis, Investment Banking, Financial Modeling, Mergers & Acquisitions, Contract Negotiation, Mergers, Photovoltaics, Strategy, Renewable Energy, Start-ups, Due Diligence, Cleantech, Venture Capital
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business, Chemistry
Ashlie Willis Buell, RN, PHN's Harris Williams & Co. Experience February 2007 - June 2008
Job New Graduate NurseMidwife and Women's Health Nurse Practitioner
Industry Health, Wellness and Fitness
Experience
Annkissam 2010 - 2014
Volunteer 2011 - 2013
Village Montessori November 2010 - June 2012
Boston Medical Center April 2010 - August 2010
Lydian Center for Innovative Medicine March 2010 - August 2010
MA Coalition for Midwifery September 2009 - December 2009
Children's Hospital Boston August 2008 - August 2009
Harris Williams & Co. February 2007 - June 2008
Skills
Women's Health, Reproductive Health, Childbirth, IUD Placement and..., Contraceptive..., Childbirth Preparation, Prenatal Care, Childbirth Support, Healthcare, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Community Outreach, Microsoft Word, System Testing, Process Scheduler, Program Development, Administrative..., Program Evaluation, Health, Databases, Word, Administrative Support, Excel, Working With Children, Training Manuals, Scheduling, Payroll, Organizing
Education
University of California, San Francisco 2012 — 2015
Master of Science (MS), Nurse-Midwifery and Women's Health Nurse Practitioner
Suffolk University 2008 — 2010
Master of Arts (MA), Women's Health
Virginia Commonwealth University 2003 — 2006
Bachelor of Arts (BA), Women's Studies
Annkissam 2010 - 2014
Volunteer 2011 - 2013
Village Montessori November 2010 - June 2012
Boston Medical Center April 2010 - August 2010
Lydian Center for Innovative Medicine March 2010 - August 2010
MA Coalition for Midwifery September 2009 - December 2009
Children's Hospital Boston August 2008 - August 2009
Harris Williams & Co. February 2007 - June 2008
Skills
Women's Health, Reproductive Health, Childbirth, IUD Placement and..., Contraceptive..., Childbirth Preparation, Prenatal Care, Childbirth Support, Healthcare, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Community Outreach, Microsoft Word, System Testing, Process Scheduler, Program Development, Administrative..., Program Evaluation, Health, Databases, Word, Administrative Support, Excel, Working With Children, Training Manuals, Scheduling, Payroll, Organizing
Education
University of California, San Francisco 2012 — 2015
Master of Science (MS), Nurse-Midwifery and Women's Health Nurse Practitioner
Suffolk University 2008 — 2010
Master of Arts (MA), Women's Health
Virginia Commonwealth University 2003 — 2006
Bachelor of Arts (BA), Women's Studies
Lizzie Sternberg's Harris Williams & Co. Experience 2003 - 2006
Job Assistant to the CEO at Enable Global Capital
Industry Investment Management
Experience
Enable Global Capital 2006 - January 2013
Harris Williams & Co. 2003 - 2006
The White House, Office of Management and Budget 2002 - 2003
Education
University of Colorado at Boulder 1998 — 2002
BS, Political Science and Government
Enable Global Capital 2006 - January 2013
Harris Williams & Co. 2003 - 2006
The White House, Office of Management and Budget 2002 - 2003
Education
University of Colorado at Boulder 1998 — 2002
BS, Political Science and Government
Jeremy Kath, CFA's Harris Williams & Co. Experience February 2004 - July 2006
Job Vice President and Investment Officer at Equitable Trust
Industry Investment Management
Experience
Equitable Trust August 2015 - Present
Courage Capital Management March 2012 - August 2015
Jetstream Capital March 2008 - October 2011
FdG Associates September 2006 - January 2008
Harris Williams & Co. February 2004 - July 2006
Skills
Hedge Funds, Private Equity, Valuation, Investments, Equities, Due Diligence, Corporate Finance, Equity Research, Alternative Investments, Financial Modeling, Investment Banking, Sell Side, LBO, Financial Analysis, Capital Markets, Buyouts, Corporate Development
Education
University of California, Berkeley 2000 — 2002
MA, Ancient History
Vanderbilt University 1997 — 2000
BA, Classical Studies
Equitable Trust August 2015 - Present
Courage Capital Management March 2012 - August 2015
Jetstream Capital March 2008 - October 2011
FdG Associates September 2006 - January 2008
Harris Williams & Co. February 2004 - July 2006
Skills
Hedge Funds, Private Equity, Valuation, Investments, Equities, Due Diligence, Corporate Finance, Equity Research, Alternative Investments, Financial Modeling, Investment Banking, Sell Side, LBO, Financial Analysis, Capital Markets, Buyouts, Corporate Development
Education
University of California, Berkeley 2000 — 2002
MA, Ancient History
Vanderbilt University 1997 — 2000
BA, Classical Studies
John Lautemann's Harris Williams & Co. Experience January 2015 - Present
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. January 2015 - Present
Harris Williams & Co. July 2011 - January 2015
RBC Bank February 2006 - June 2009
RBC Bank July 2004 - January 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Investment Banking, Due Diligence, Financial Analysis, Private Equity, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, Business
UNC Chapel Hill 2000 — 2004
BSBA, Business
Harris Williams & Co. January 2015 - Present
Harris Williams & Co. July 2011 - January 2015
RBC Bank February 2006 - June 2009
RBC Bank July 2004 - January 2006
Skills
Financial Modeling, Mergers & Acquisitions, Corporate Finance, Valuation, Investment Banking, Due Diligence, Financial Analysis, Private Equity, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA, Business
UNC Chapel Hill 2000 — 2004
BSBA, Business
Adam Daigle's Harris Williams & Co. Experience June 2015 - Present
Job Associate at Harris Williams & Co.
Industry Higher Education
Experience
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. September 2013 - Present
Global Hunter Securities May 2012 - September 2013
Dickinson Williams & Company January 2012 - April 2012
University of Richmond Media Resource Center September 2010 - December 2011
University of Richmond August 2008 - December 2011
MAB Services, LLC June 2011 - July 2011
Domengeaux, Wright, Roy, & Edwards May 2011 - July 2011
Kappa Alpha Order November 2009 - December 2010
Iberia Bank June 2010 - August 2010
Skills
Financial Modeling, PowerPoint, Valuation, Due Diligence, Analysis, Investment Banking, Finance, Corporate Finance, Microsoft Excel, Microsoft Office, Mergers & Acquisitions, Research, Microsoft Word, Bloomberg, Investments, Public Speaking, Risk Management, Financial Analysis
Education
University of Richmond 2008 — 2012
Bachelor of Science (BS), Business Administration - Finance, Marketing
Western Reserve Academy 2006 — 2008
High School Graduate
Harris Williams & Co. June 2015 - Present
Harris Williams & Co. September 2013 - Present
Global Hunter Securities May 2012 - September 2013
Dickinson Williams & Company January 2012 - April 2012
University of Richmond Media Resource Center September 2010 - December 2011
University of Richmond August 2008 - December 2011
MAB Services, LLC June 2011 - July 2011
Domengeaux, Wright, Roy, & Edwards May 2011 - July 2011
Kappa Alpha Order November 2009 - December 2010
Iberia Bank June 2010 - August 2010
Skills
Financial Modeling, PowerPoint, Valuation, Due Diligence, Analysis, Investment Banking, Finance, Corporate Finance, Microsoft Excel, Microsoft Office, Mergers & Acquisitions, Research, Microsoft Word, Bloomberg, Investments, Public Speaking, Risk Management, Financial Analysis
Education
University of Richmond 2008 — 2012
Bachelor of Science (BS), Business Administration - Finance, Marketing
Western Reserve Academy 2006 — 2008
High School Graduate
Paula-Jo (PJ) Oleksak's Harris Williams & Co. Experience July 2003 - July 2005
Job Vice President, Business Planning and New Business Initiatives at FreshDirect
Industry Food & Beverages
Experience
FreshDirect March 2014 - Present
FreshDirect January 2013 - Present
FreshDirect January 2012 - Present
Spencer Stuart June 2010 - 2011
PineBridge Investments August 2005 - May 2010
Harris Williams & Co. July 2003 - July 2005
Skills
Due Diligence, Financial Analysis, Private Equity, Investments, Hedge Funds, Corporate Finance, Asset Managment, Asset Management, Mergers & Acquisitions, Financial Modeling, Valuation, Alternative Investments, Finance, Forecasting, Strategy, Business Planning
Education
University of Richmond
BS, Finance and Accounting
FreshDirect March 2014 - Present
FreshDirect January 2013 - Present
FreshDirect January 2012 - Present
Spencer Stuart June 2010 - 2011
PineBridge Investments August 2005 - May 2010
Harris Williams & Co. July 2003 - July 2005
Skills
Due Diligence, Financial Analysis, Private Equity, Investments, Hedge Funds, Corporate Finance, Asset Managment, Asset Management, Mergers & Acquisitions, Financial Modeling, Valuation, Alternative Investments, Finance, Forecasting, Strategy, Business Planning
Education
University of Richmond
BS, Finance and Accounting
Carl Nease's Harris Williams & Co. Experience 2000 - 2001
Job Residential Developer & Builder
Industry Real Estate
Experience
R & N Construction, Inc. 2006 - Present
Westhampton Partners, LLC 2001 - 2006
Harris Williams & Co. 2000 - 2001
Education
University of Virginia Darden School of Business 1998 — 2000
MBA, Business
United States Naval Academy 1988 — 1992
BS, Economics
United States Naval Academy 1988 — 1992
Collegiate
R & N Construction, Inc. 2006 - Present
Westhampton Partners, LLC 2001 - 2006
Harris Williams & Co. 2000 - 2001
Education
University of Virginia Darden School of Business 1998 — 2000
MBA, Business
United States Naval Academy 1988 — 1992
BS, Economics
United States Naval Academy 1988 — 1992
Collegiate
Aaron Kwon's Harris Williams & Co. Experience July 2008 - June 2010
Job Associate at Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners July 2012 - Present
Wedbush Capital Partners August 2010 - June 2012
Harris Williams & Co. July 2008 - June 2010
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Mergers & Acquisitions, Venture Capital, Financial Analysis, Valuation, Investments, Corporate Development, Capital Markets, LBO, Corporate Finance
Education
University of California, Berkeley 2004 — 2008
BS, Business Administration
Marlin Equity Partners July 2012 - Present
Wedbush Capital Partners August 2010 - June 2012
Harris Williams & Co. July 2008 - June 2010
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Mergers & Acquisitions, Venture Capital, Financial Analysis, Valuation, Investments, Corporate Development, Capital Markets, LBO, Corporate Finance
Education
University of California, Berkeley 2004 — 2008
BS, Business Administration
Jeremy Eberlein's Harris Williams & Co. Experience October 2008 - June 2014
Job Managing Director at Fifth Third Securities
Industry Investment Banking
Experience
Fifth Third Securities July 2014 - Present
Harris Williams & Co. October 2008 - June 2014
National City Investment Banking January 2004 - September 2008
Skills
Equities, Venture Capital, Valuation, Leveraged Finance, Restructuring, LBO, Investments, Capital Raising, Financial Analysis, Mergers & Acquisitions, Private Equity, Due Diligence, Capital Markets, Private Placements, Financial Modeling, M&A experience, Investment Banking, Corporate Development, Corporate Finance, Business Valuation, Divestitures, Buyouts
Education
Ohio University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Fifth Third Securities July 2014 - Present
Harris Williams & Co. October 2008 - June 2014
National City Investment Banking January 2004 - September 2008
Skills
Equities, Venture Capital, Valuation, Leveraged Finance, Restructuring, LBO, Investments, Capital Raising, Financial Analysis, Mergers & Acquisitions, Private Equity, Due Diligence, Capital Markets, Private Placements, Financial Modeling, M&A experience, Investment Banking, Corporate Development, Corporate Finance, Business Valuation, Divestitures, Buyouts
Education
Ohio University 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Bryce Chilton's Harris Williams & Co. Experience October 2012 - September 2014
Job Private Equity Investor at Siguler Guff & Company
Industry Venture Capital & Private Equity
Experience
Siguler Guff & Company October 2014 - Present
Harris Williams & Co. October 2012 - September 2014
U.S. Bank January 2012 - October 2012
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance
Siguler Guff & Company October 2014 - Present
Harris Williams & Co. October 2012 - September 2014
U.S. Bank January 2012 - October 2012
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance
Clark Hillenbrand's Harris Williams & Co. Experience May 2014 - May 2014
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
SunTrust Robinson Humphrey June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
Shore Morgan Young Wealth Strategies May 2013 - August 2013
PwC June 2013 - June 2013
G&J Pepsi Cola Bottling Company May 2011 - August 2012
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
New Albany High School 2008 — 2011
SunTrust Robinson Humphrey June 2014 - August 2014
Harris Williams & Co. May 2014 - May 2014
Shore Morgan Young Wealth Strategies May 2013 - August 2013
PwC June 2013 - June 2013
G&J Pepsi Cola Bottling Company May 2011 - August 2012
Education
University of Richmond 2011 — 2015
Bachelor’s Degree
New Albany High School 2008 — 2011
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS