Headwaters MB
Industry: Company
DescriptionFounded: 2001 Parent organization: Capstone Partners Subsidiary: Headwaters BD, LLC
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Headwaters MB Employees
Employee
Years
Job
Industry
Henry Qin Henry Qin's Headwaters MB Experience March 2014 - May 2014
Job Investment Banking Analyst at Financial Technology Partners
Industry Investment Banking
Experience
Financial Technology Partners July 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Headwaters MB March 2014 - May 2014
Microsoft July 2012 - March 2014
Symetra March 2012 - May 2012
Microsoft June 2011 - September 2011
Microsoft September 2010 - December 2010
Boeing June 2010 - September 2010
Schweitzer Engineering Laboratories, Inc June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation Modeling, Comparable Analysis, Capital IQ, Bloomberg, Salesforce.com, Microsoft Excel, Pitch Books, Financial Analysis, Program Management, User Experience, Requirements Analysis, Product Management, Databases, Software Project..., Systems Analysis, User-centered Design, Enterprise Software, Specifications, Product Planning, Web Design, Web Development, User Interface Design, Competitive Analysis, Java, Project Planning, Cross-functional Team..., Visual Studio, Agile Project Management, Project Management, User Acceptance Testing, Business Requirements, Functional Requirements, Requirements..., Functional..., Design Specifications, Product Specification, Usability, Usability Testing, Wireframes, Software Prototyping, Business Analysis, Process Modeling, Financial Modeling
Education
Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Finance, 3.5/4.0
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Informatics: Human-Computer Interaction, 3.6/4.0
Financial Technology Partners July 2015 - Present
Pacific Crest Securities June 2014 - August 2014
Headwaters MB March 2014 - May 2014
Microsoft July 2012 - March 2014
Symetra March 2012 - May 2012
Microsoft June 2011 - September 2011
Microsoft September 2010 - December 2010
Boeing June 2010 - September 2010
Schweitzer Engineering Laboratories, Inc June 2008 - August 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation Modeling, Comparable Analysis, Capital IQ, Bloomberg, Salesforce.com, Microsoft Excel, Pitch Books, Financial Analysis, Program Management, User Experience, Requirements Analysis, Product Management, Databases, Software Project..., Systems Analysis, User-centered Design, Enterprise Software, Specifications, Product Planning, Web Design, Web Development, User Interface Design, Competitive Analysis, Java, Project Planning, Cross-functional Team..., Visual Studio, Agile Project Management, Project Management, User Acceptance Testing, Business Requirements, Functional Requirements, Requirements..., Functional..., Design Specifications, Product Specification, Usability, Usability Testing, Wireframes, Software Prototyping, Business Analysis, Process Modeling, Financial Modeling
Education
Claremont McKenna College 2014 — 2015
Master of Arts (M.A.), Finance, 3.5/4.0
University of Washington 2008 — 2012
Bachelor of Science (B.S.), Informatics: Human-Computer Interaction, 3.6/4.0
Doug Reynolds Doug Reynolds's Headwaters MB Experience June 2004 - February 2008
Job Managing Director at Reynolds Advisory Partners
Industry Investment Banking
Experience
Reynolds Advisory Partners August 2008 - Present
Headwaters MB June 2004 - February 2008
A.G. Edwards June 1987 - April 2004
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Chicago 1985 — 1987
MBA, Finance
Miami University 1979 — 1983
Bachelor of Science, Accounting
Reynolds Advisory Partners August 2008 - Present
Headwaters MB June 2004 - February 2008
A.G. Edwards June 1987 - April 2004
Skills
Investment Banking, Private Equity, Valuation, Mergers & Acquisitions
Education
University of Chicago 1985 — 1987
MBA, Finance
Miami University 1979 — 1983
Bachelor of Science, Accounting
Angela Inman Foster's Headwaters MB Experience January 2014 - Present
Job Executive Assistant, Foundation for Strategic Sourcing
Industry Nonprofit Organization Management
Experience
Headwaters MB January 2014 - Present
Piper Jaffray May 2000 - January 2002
PaineWebber March 1996 - January 2000
Education
Hastings College
Communications
Headwaters MB January 2014 - Present
Piper Jaffray May 2000 - January 2002
PaineWebber March 1996 - January 2000
Education
Hastings College
Communications
Alan Zheng Alan Zheng's Headwaters MB Experience September 2012 - May 2013
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets July 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Headwaters MB September 2012 - May 2013
Viant Group, LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Acellent Technologies, Inc. May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Fudan University 2014 — 2014
UC Education Abroad Program
Castro Valley High School 2006 — 2010
BMO Capital Markets July 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Headwaters MB September 2012 - May 2013
Viant Group, LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Acellent Technologies, Inc. May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Fudan University 2014 — 2014
UC Education Abroad Program
Castro Valley High School 2006 — 2010
Michael Thomsic Michael Thomsic's Headwaters MB Experience 2007 - 2009
Job Private Equity, Mergers & Acquisitions and Strategy
Industry Venture Capital & Private Equity
Experience
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Dave Maney Dave Maney's Headwaters MB Experience September 2001 - December 2010
Job Founder/CEO, Deke Digital, Contributor, Forbes
Industry Marketing and Advertising
Experience
Deke Digital January 2011 - Present
Forbes Magazine February 2013 - Present
The Denver Post July 2011 - February 2014
Headwaters MB September 2001 - December 2010
Young Presidents' Organization 2005 - 2008
The Black Hills Corporation 2000 - 2005
Worldbridge Broadband Services Inc. December 1994 - January 2000
Worldbridge Broadband Services Inc. December 1994 - December 1999
InterMedia Partners Cable Television July 1988 - August 1994
Chronicle Publishing Company October 1986 - June 1988
Skills
Strategic Planning, Entrepreneur, Start-ups, Entrepreneurship, Leadership Development, New Business Development, Corporate Communications, Public Speaking, Change Management, Business Strategy, Private Equity, Content Marketing, Mergers & Acquisitions, Marketing Strategy, Business Planning, Corporate Development, Strategic Partnerships, Venture Capital, Leadership, Corporate Finance, Investments, Finance, Business Development, Management, Strategy, Digital Marketing, Angel Investing, Investment Banking, Public Relations, SEO, Analytics, Mobile Devices, Content Strategy, Executive Management, E-commerce, PPC, Online Advertising, Online Marketing, Economics, Marketing, Social Media, Social Media Marketing
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
SUNY Binghamton 1980 — 1983
Bachelor of Arts (B.A.), Economics
Binghamton Central High School
Deke Digital January 2011 - Present
Forbes Magazine February 2013 - Present
The Denver Post July 2011 - February 2014
Headwaters MB September 2001 - December 2010
Young Presidents' Organization 2005 - 2008
The Black Hills Corporation 2000 - 2005
Worldbridge Broadband Services Inc. December 1994 - January 2000
Worldbridge Broadband Services Inc. December 1994 - December 1999
InterMedia Partners Cable Television July 1988 - August 1994
Chronicle Publishing Company October 1986 - June 1988
Skills
Strategic Planning, Entrepreneur, Start-ups, Entrepreneurship, Leadership Development, New Business Development, Corporate Communications, Public Speaking, Change Management, Business Strategy, Private Equity, Content Marketing, Mergers & Acquisitions, Marketing Strategy, Business Planning, Corporate Development, Strategic Partnerships, Venture Capital, Leadership, Corporate Finance, Investments, Finance, Business Development, Management, Strategy, Digital Marketing, Angel Investing, Investment Banking, Public Relations, SEO, Analytics, Mobile Devices, Content Strategy, Executive Management, E-commerce, PPC, Online Advertising, Online Marketing, Economics, Marketing, Social Media, Social Media Marketing
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
SUNY Binghamton 1980 — 1983
Bachelor of Arts (B.A.), Economics
Binghamton Central High School
Kelly Clement, CFA's Headwaters MB Experience June 2011 - August 2011
Job Investment Analyst at Consolidated Investment Group
Industry Investment Management
Experience
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
Consolidated Investment Group December 2013 - Present
Raymond James & Associates, Inc September 2011 - December 2013
Headwaters MB June 2011 - August 2011
Babson College Fund September 2010 - May 2011
Crowninshield Financial Research, LLC November 2010 - March 2011
Carlson Advisors, LLC September 2006 - May 2010
Skills
Accounting, Data Analysis, Finance, Financial Analysis, Financial Modeling, Investments, Mergers, Portfolio Management, Valuation, Equity Research, Management, Strategic Planning, Corporate Finance, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
MBA
University of Notre Dame 2003 — 2006
BS, Accountancy
James Goldthorpe James Goldthorpe's Headwaters MB Experience March 2011 - March 2011
Job Analyst at Mu Sigma Inc.
Industry Financial Services
Experience
AIG June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Headwaters MB March 2011 - March 2011
Skills
Financial Modeling, PowerPoint, Excel, VBA, SQL, SAS, SPSS, Minitab, Access, QlikView, Tableau, Statistics
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science (B.S.), Finance and Statistics
Northwestern University 2010 — 2011
Bachelor of Arts (B.A.), Economics and Mathematics
AIG June 2013 - August 2013
JPMorgan Chase June 2012 - August 2012
Headwaters MB March 2011 - March 2011
Skills
Financial Modeling, PowerPoint, Excel, VBA, SQL, SAS, SPSS, Minitab, Access, QlikView, Tableau, Statistics
Education
New York University - Leonard N. Stern School of Business 2011 — 2014
Bachelor of Science (B.S.), Finance and Statistics
Northwestern University 2010 — 2011
Bachelor of Arts (B.A.), Economics and Mathematics
Daniel Butterly Daniel Butterly's Headwaters MB Experience January 2011 - March 2013
Job Graduate of Tuck School of Business at Dartmouth College
Industry Investment Management
Experience
Topliff-Peak Enterprises, LLC 2013 - Present
Akemi Capital June 2014 - August 2014
Headwaters MB January 2011 - March 2013
Ward Ferry Management Ltd. February 2009 - December 2009
Cornell University January 2007 - May 2008
Skills
Investment Management, Portfolio Management, Financial Modeling, Real Estate, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Market Research, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Cornell University 2004 — 2008
B.A., Psychology/Biopsychology
Topliff-Peak Enterprises, LLC 2013 - Present
Akemi Capital June 2014 - August 2014
Headwaters MB January 2011 - March 2013
Ward Ferry Management Ltd. February 2009 - December 2009
Cornell University January 2007 - May 2008
Skills
Investment Management, Portfolio Management, Financial Modeling, Real Estate, Mergers & Acquisitions, Valuation, Corporate Finance, Due Diligence, Market Research, Business Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (M.B.A.)
The Tuck School of Business at Dartmouth 2008 — 2008
Tuck Business Bridge Program
Cornell University 2004 — 2008
B.A., Psychology/Biopsychology
Jack Maier Jack Maier's Headwaters MB Experience October 2011 - Present
Job Head of Investment Banking at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Jonathan Groeschel Jonathan Groeschel's Headwaters MB Experience December 2013 - May 2014
Job Contract Specialist
Industry Defense & Space
Experience
Naval Air Systems Command (NAVAIR) July 2015 - Present
RBC Capital Markets July 2014 - June 2015
Headwaters MB December 2013 - May 2014
Skills
Microsoft Excel, Finance, Valuation, Equities, Microsoft Office, Microsoft Word, Options, Investment Banking, Economics, CRM, Capital IQ, Financial Modeling, Bloomberg, Mergers & Acquisitions
Education
University of Colorado at Denver 2012 — 2014
Bachelor of Science (BS), Finance
Naval Air Systems Command (NAVAIR) July 2015 - Present
RBC Capital Markets July 2014 - June 2015
Headwaters MB December 2013 - May 2014
Skills
Microsoft Excel, Finance, Valuation, Equities, Microsoft Office, Microsoft Word, Options, Investment Banking, Economics, CRM, Capital IQ, Financial Modeling, Bloomberg, Mergers & Acquisitions
Education
University of Colorado at Denver 2012 — 2014
Bachelor of Science (BS), Finance
Shea Kutner Shea Kutner's Headwaters MB Experience October 2014 - May 2015
Job Investment Banking Analyst at Rothschild
Industry Investment Banking
Experience
Rothschild July 2015 - Present
Headwaters MB October 2014 - May 2015
Goldman Sachs May 2014 - August 2014
GHP Horwath, P.C. June 2013 - January 2014
Sigma Pi Fraternity - Zeta Delta Chapter November 2011 - December 2012
Westwood College May 2012 - August 2012
Glenmoor Country Club May 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Economics, Investments, Accounting, Financial Analysis, Geography, Litigation Support, Financial Regulation, Compliance, Investment Banking, Teamwork, PowerPoint, Research, Valuation, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance; Minor in Economics
Vrije Universiteit Brussel 2013 — 2013
International Finance; International Business Relations
Cherry Creek High School 2006 — 2010
Rothschild July 2015 - Present
Headwaters MB October 2014 - May 2015
Goldman Sachs May 2014 - August 2014
GHP Horwath, P.C. June 2013 - January 2014
Sigma Pi Fraternity - Zeta Delta Chapter November 2011 - December 2012
Westwood College May 2012 - August 2012
Glenmoor Country Club May 2011 - August 2011
Skills
Finance, Financial Modeling, Microsoft Excel, Economics, Investments, Accounting, Financial Analysis, Geography, Litigation Support, Financial Regulation, Compliance, Investment Banking, Teamwork, PowerPoint, Research, Valuation, Microsoft Word, Microsoft Office
Education
University of Colorado at Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Accounting and Finance; Minor in Economics
Vrije Universiteit Brussel 2013 — 2013
International Finance; International Business Relations
Cherry Creek High School 2006 — 2010
Brian Jue's Headwaters MB Experience March 2014 - Present
Job Consultant at Berkeley Consulting
Industry Higher Education
Experience
Berkeley Consulting February 2015 - Present
Headwaters MB March 2014 - Present
KKR May 2014 - August 2015
Balyasny Asset Management L.P. January 2015 - April 2015
MergerTech Advisors February 2014 - May 2014
Extole September 2013 - December 2013
Viant Group, LLC May 2013 - August 2013
Monte Vista Speech & Debate Institute July 2009 - August 2012
Kumon Learning Center September 2009 - July 2012
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Valuation, Capital IQ
Education
UC Berkeley 2012 — 2017
B.S. Business Administration, B.A. Economics
Monte Vista High School 2008 — 2012
Berkeley Consulting February 2015 - Present
Headwaters MB March 2014 - Present
KKR May 2014 - August 2015
Balyasny Asset Management L.P. January 2015 - April 2015
MergerTech Advisors February 2014 - May 2014
Extole September 2013 - December 2013
Viant Group, LLC May 2013 - August 2013
Monte Vista Speech & Debate Institute July 2009 - August 2012
Kumon Learning Center September 2009 - July 2012
Skills
Public Speaking, Research, Microsoft Excel, PowerPoint, Teamwork, Microsoft Word, Valuation, Capital IQ
Education
UC Berkeley 2012 — 2017
B.S. Business Administration, B.A. Economics
Monte Vista High School 2008 — 2012
Griffin McKenzie Griffin McKenzie's Headwaters MB Experience March 2014 - July 2014
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Wells Fargo Securities June 2015 - Present
Headwaters MB March 2014 - July 2014
Keating Investments, LLC June 2013 - September 2013
Merrill Lynch March 2012 - September 2012
Skills
Asset Management, Investment Banking, Corporate Finance, Hedge Funds, Private Equity, Leadership, Equities, Bloomberg Terminal, Venture Capital, Economics, Financial Modeling, Options, Asset Managment, Financial Analysis, Wealth Management, Valuation, Bloomberg, Investments, Mutual Funds
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2015
Masters of Science: Finance
University of Denver - Daniels College of Business 2012 — 2014
Bachelor's Degree, Finance
Xavier University 2010 — 2012
Finance
Moeller High School 2006 — 2010
Darin Good Darin Good's Headwaters MB Experience September 2010 - Present
Job Managing Director, Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2010 - Present
IBG Business Services, Inc. 1997 - 2010
Skills
Mergers, Investment Banking, Capital Formation, Financial Modeling, M&A experience, Business Services, Strategic Advisory, Recapitalizations, Management Consulting, Corporate Development, Private Equity, Mergers & Acquisitions, Strategy, Venture Capital, LBO, Acquisitions, Private Placements, Start-ups, Valuation, Investments, Business Valuation, Due Diligence
Education
University of Denver - Daniels College of Business
BSBA, Finance & Entrepreneurship
Headwaters MB September 2010 - Present
IBG Business Services, Inc. 1997 - 2010
Skills
Mergers, Investment Banking, Capital Formation, Financial Modeling, M&A experience, Business Services, Strategic Advisory, Recapitalizations, Management Consulting, Corporate Development, Private Equity, Mergers & Acquisitions, Strategy, Venture Capital, LBO, Acquisitions, Private Placements, Start-ups, Valuation, Investments, Business Valuation, Due Diligence
Education
University of Denver - Daniels College of Business
BSBA, Finance & Entrepreneurship
Negin Dalpour, MBA's Headwaters MB Experience May 2010 - January 2011
Job Small Business Consultant
Industry Financial Services
Experience
Paychex August 2015 - Present
Robert Half July 2013 - July 2015
Franklin Memorial Hospital January 2011 - July 2013
Headwaters MB May 2010 - January 2011
University of Maine May 2007 - August 2010
Education
Southern New Hampshire University 2011 — 2013
MBA
University of Vermont 2007 — 2010
BSBA Finance
University of Maine
Paychex August 2015 - Present
Robert Half July 2013 - July 2015
Franklin Memorial Hospital January 2011 - July 2013
Headwaters MB May 2010 - January 2011
University of Maine May 2007 - August 2010
Education
Southern New Hampshire University 2011 — 2013
MBA
University of Vermont 2007 — 2010
BSBA Finance
University of Maine
Jesse Irvin Jesse Irvin's Headwaters MB Experience December 2011 - June 2012
Job Financial Planning & Analysis / Treasury Analyst at Jonah Energy LLC
Industry Oil & Energy
Experience
Jonah Energy LLC December 2014 - Present
Petrie Partners July 2012 - July 2014
Headwaters MB December 2011 - June 2012
Daniels College of Business June 2011 - June 2012
Daniels College of Business December 2011 - April 2012
MBH Enterprises LLC June 2011 - August 2011
Bankers Insurance, LLC February 2009 - February 2011
Skills
Financial Modeling, Industry Research, Sales, Strategy, VBA, LBO, Financial Analysis, Capital Raising, Corporate Finance, Project Management, Valuation, Public Speaking, New Business Development, Marketing Strategy
Education
University of Denver - Daniels College of Business
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelors of Science, Finance
Jonah Energy LLC December 2014 - Present
Petrie Partners July 2012 - July 2014
Headwaters MB December 2011 - June 2012
Daniels College of Business June 2011 - June 2012
Daniels College of Business December 2011 - April 2012
MBH Enterprises LLC June 2011 - August 2011
Bankers Insurance, LLC February 2009 - February 2011
Skills
Financial Modeling, Industry Research, Sales, Strategy, VBA, LBO, Financial Analysis, Capital Raising, Corporate Finance, Project Management, Valuation, Public Speaking, New Business Development, Marketing Strategy
Education
University of Denver - Daniels College of Business
Master of Science (MS), Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business
Bachelors of Science, Finance
Olivia Moran's Headwaters MB Experience July 2015 - Present
Job Associate at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
Headwaters MB March 2012 - June 2015
Daniels College of Business September 2009 - January 2013
Skills
Excel, Microsoft Office, PowerPoint, Customer Service, Word, Research, Public Speaking, Writing, Microsoft Excel, Financial Modeling, Analysis, Microsoft Word, Spanish, Financial Analysis, Data Analysis, Market Research, Finance, Strategic Planning, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
Headwaters MB July 2015 - Present
Headwaters MB March 2012 - June 2015
Daniels College of Business September 2009 - January 2013
Skills
Excel, Microsoft Office, PowerPoint, Customer Service, Word, Research, Public Speaking, Writing, Microsoft Excel, Financial Modeling, Analysis, Microsoft Word, Spanish, Financial Analysis, Data Analysis, Market Research, Finance, Strategic Planning, Leadership
Education
University of Denver - Daniels College of Business 2009 — 2013
BSBA, Finance, General
Katie Burke Katie Burke's Headwaters MB Experience February 2011 - September 2011
Job Vertical Marketing Manager/Strategist at Laserfiche
Industry Marketing and Advertising
Experience
Laserfiche March 2013 - Present
Wildfire, a division of Google July 2012 - March 2013
Cactus Marketing Communications September 2011 - November 2011
Headwaters MB February 2011 - September 2011
Cystic Fibrosis Foundation March 2010 - June 2010
Promethean Connections Community Service Project November 2009 - June 2010
Skills
Project Planning, Finance, Marketing, Market Research, Public Speaking, Social Media, Social Media Marketing, Event Planning, Marketing Communications, Microsoft Excel, Team Leadership, Leadership, Salesforce.com, Social Networking, Facebook, Account Management, Qualifying Opportunities, Prospect Qualification, Lead Qualification, Inbound Lead Generation, Advertising, Management, Strategy, Public Relations, Lead Generation, Marketing Strategy, Cloud Applications, Laserfiche, Enterprise Content..., Cloud Computing
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing, Summa Cum Laude
University of Cape Town 2010 — 2010
Marketing
Laserfiche March 2013 - Present
Wildfire, a division of Google July 2012 - March 2013
Cactus Marketing Communications September 2011 - November 2011
Headwaters MB February 2011 - September 2011
Cystic Fibrosis Foundation March 2010 - June 2010
Promethean Connections Community Service Project November 2009 - June 2010
Skills
Project Planning, Finance, Marketing, Market Research, Public Speaking, Social Media, Social Media Marketing, Event Planning, Marketing Communications, Microsoft Excel, Team Leadership, Leadership, Salesforce.com, Social Networking, Facebook, Account Management, Qualifying Opportunities, Prospect Qualification, Lead Qualification, Inbound Lead Generation, Advertising, Management, Strategy, Public Relations, Lead Generation, Marketing Strategy, Cloud Applications, Laserfiche, Enterprise Content..., Cloud Computing
Education
University of Denver - Daniels College of Business 2008 — 2012
BSBA, Marketing, Summa Cum Laude
University of Cape Town 2010 — 2010
Marketing
Lisa Chang Lisa Chang's Headwaters MB Experience September 2014 - February 2015
Job Summer Financial Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Becker Professional Education August 2014 - Present
Headwaters MB September 2014 - February 2015
Piedmont Capital June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Yumhere April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Modeling, Teamwork, Data Analysis, Leadership, Public Speaking, Event Planning, Microsoft Office, Corporate Finance, Finance, Social Media, Investment Banking
Education
University of California, Berkeley 2012 — 2016
Economics
University of California, Berkeley 2012 — 2016
Wells Fargo June 2015 - Present
Becker Professional Education August 2014 - Present
Headwaters MB September 2014 - February 2015
Piedmont Capital June 2014 - August 2014
Morgan Stanley Wealth Management July 2013 - December 2013
Yumhere April 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Research, Financial Modeling, Teamwork, Data Analysis, Leadership, Public Speaking, Event Planning, Microsoft Office, Corporate Finance, Finance, Social Media, Investment Banking
Education
University of California, Berkeley 2012 — 2016
Economics
University of California, Berkeley 2012 — 2016
Bradford Reynolds Bradford Reynolds's Headwaters MB Experience February 2012 - June 2015
Job Director of Corporate Development at Smashburger
Industry Restaurants
Experience
Smashburger June 2015 - Present
Headwaters MB February 2012 - June 2015
Smart Destinations Inc. September 2010 - September 2011
State Street Bank and Trust Co. January 2008 - September 2010
Edward Jones June 2007 - December 2007
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Market Research, Due Diligence, Strategic Planning, Marketing, Google Analytics, Valuation, Sales, Portfolio Management, Securities, Financial Services, Crowdfunding, Leadership, International Business..., Finance
Education
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Duxbury High School 1999 — 2003
Smashburger June 2015 - Present
Headwaters MB February 2012 - June 2015
Smart Destinations Inc. September 2010 - September 2011
State Street Bank and Trust Co. January 2008 - September 2010
Edward Jones June 2007 - December 2007
Skills
Investments, Financial Modeling, Financial Analysis, Investment Banking, Private Equity, Market Research, Due Diligence, Strategic Planning, Marketing, Google Analytics, Valuation, Sales, Portfolio Management, Securities, Financial Services, Crowdfunding, Leadership, International Business..., Finance
Education
Kenyon College 2003 — 2007
Bachelor of Arts (B.A.), Political Science
Duxbury High School 1999 — 2003
John O'Neill's Headwaters MB Experience June 2014 - Present
Job Managing Director at Headwaters | MB
Industry Financial Services
Experience
Headwaters MB June 2014 - Present
Value Restoration Partners, Inc. February 2012 - June 2014
Pillar Solutions Group April 2012 - September 2012
Imperial Capital, LLC January 2009 - October 2011
CRG Partners November 2007 - January 2009
PEG Capital Strategies, Inc. 2005 - 2007
Barrier Advisors 2004 - 2005
Chanin Capital Partners 2001 - 2003
Bank of America 1997 - 2001
Recognition Equipment, Inc. 1997 - 1998
Skills
Private Equity, Investment Banking, Corporate Finance, Valuation, Restructuring, Portfolio Management, Corporate Development, LBO, Mergers, Investments, Strategy, Bankruptcy, Due Diligence, Business Planning, Finance, Executive Management, Capital Markets, Business Strategy, Strategic Financial..., Financial Services, Mergers & Acquisitions, Securities
Education
Southern Methodist University - Cox School of Business 1984 — 1987
MBA
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Richardson 1975 — 1977
Headwaters MB June 2014 - Present
Value Restoration Partners, Inc. February 2012 - June 2014
Pillar Solutions Group April 2012 - September 2012
Imperial Capital, LLC January 2009 - October 2011
CRG Partners November 2007 - January 2009
PEG Capital Strategies, Inc. 2005 - 2007
Barrier Advisors 2004 - 2005
Chanin Capital Partners 2001 - 2003
Bank of America 1997 - 2001
Recognition Equipment, Inc. 1997 - 1998
Skills
Private Equity, Investment Banking, Corporate Finance, Valuation, Restructuring, Portfolio Management, Corporate Development, LBO, Mergers, Investments, Strategy, Bankruptcy, Due Diligence, Business Planning, Finance, Executive Management, Capital Markets, Business Strategy, Strategic Financial..., Financial Services, Mergers & Acquisitions, Securities
Education
Southern Methodist University - Cox School of Business 1984 — 1987
MBA
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Richardson 1975 — 1977
Peter Nam Peter Nam's Headwaters MB Experience 2008 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
Headwaters MB 2008 - Present
Kerlin Capital 2005 - 2006
vFinance Investments 2003 - 2005
Tripath Technology 2002 - 2003
Robertson Stephens 1999 - 2001
Credit Suisse First Boston 1998 - 1998
Skills
Experienced Mergers &..., Private Equity, Mergers, Corporate Development, Investment Banking, Private Placements, LBO, Venture Capital, M&A experience, Valuation, Corporate Finance, Due Diligence, Financial Modeling, Mergers & Acquisitions, Strategy, Emerging Markets, Investments, Crowdfunding, Equities
Education
University of California, Berkeley
BA, Economics
John Josif John Josif's Headwaters MB Experience October 2013 - April 2014
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Headwaters MB October 2013 - April 2014
Boeing May 2013 - August 2013
Boeing May 2012 - August 2012
Motorola June 2011 - August 2011
Motorola June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2013 — 2013
Jefferies LLC July 2014 - Present
Headwaters MB October 2013 - April 2014
Boeing May 2013 - August 2013
Boeing May 2012 - August 2012
Motorola June 2011 - August 2011
Motorola June 2010 - August 2010
Skills
Finance, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Corporate Finance, Microsoft Office, Valuation, Microsoft Word, Accounting, Bloomberg, Investments, Teamwork, Banking, Portfolio Management, Customer Service, Economics, Equities, Financial Reporting, Investment Banking
Education
University of Colorado Boulder - Leeds School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Economics, Prague 2013 — 2013
Dan Schultz Dan Schultz's Headwaters MB Experience 2007 - 2009
Job Advising midmarket companies on selling their business, raising capital or making acquisitions | Biz Dev @ Capstone
Industry Financial Services
Experience
Capstone Partners LLC August 2010 - Present
Equity Metrics 2009 - 2009
Headwaters MB 2007 - 2009
Ernst & Young 2005 - 2007
Skills
New Business Development, Valuation, Strategy, Mergers & Acquisitions, Private Equity, Investments, Financial Analysis, Start-ups, Capital Markets, Finance, Corporate Finance, Financial Modeling, Equities, Due Diligence
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA / MAcc
Vanderbilt University 1999 — 2003
BE
Capstone Partners LLC August 2010 - Present
Equity Metrics 2009 - 2009
Headwaters MB 2007 - 2009
Ernst & Young 2005 - 2007
Skills
New Business Development, Valuation, Strategy, Mergers & Acquisitions, Private Equity, Investments, Financial Analysis, Start-ups, Capital Markets, Finance, Corporate Finance, Financial Modeling, Equities, Due Diligence
Education
University of Denver - Daniels College of Business 2003 — 2005
MBA / MAcc
Vanderbilt University 1999 — 2003
BE
Justin Colletti's Headwaters MB Experience November 2014 - May 2015
Job Intern at Headwaters MB
Industry Higher Education
Experience
Saint Michael's College January 2015 - Present
Headwaters MB November 2014 - May 2015
Lehigh Valley Health Network May 2014 - August 2014
Nowak & Nowak Financial Management October 2013 - May 2014
Skills
Microsoft Excel, Customer Service, Team Leadership, Leadership Development, Public Speaking, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Leadership, Time Management
Education
Saint Michael's College 2012 — 2016
Bachelor's Degree, Business Administration and Management, History, Junior
Saint Michael's College January 2015 - Present
Headwaters MB November 2014 - May 2015
Lehigh Valley Health Network May 2014 - August 2014
Nowak & Nowak Financial Management October 2013 - May 2014
Skills
Microsoft Excel, Customer Service, Team Leadership, Leadership Development, Public Speaking, Microsoft Office, PowerPoint, Social Media, Microsoft Word, Research, Leadership, Time Management
Education
Saint Michael's College 2012 — 2016
Bachelor's Degree, Business Administration and Management, History, Junior
Court Wold's Headwaters MB Experience June 2006 - May 2009
Job Wold Oil Properties, Finance and Development
Industry Oil & Energy
Experience
Wold Oil Properties, Inc. January 2013 - Present
Cordillera Energy Partners May 2009 - 2012
Headwaters MB June 2006 - May 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Project Management, Investment Banking, M&A Modeling, Transaction Experience, MD&A, New Business Generation, Sensitivity Analysis, Financial Statement..., Sourcing New Business, Business Valuation
Education
Colorado College 2002 — 2006
Economics, Business
Wold Oil Properties, Inc. January 2013 - Present
Cordillera Energy Partners May 2009 - 2012
Headwaters MB June 2006 - May 2009
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Project Management, Investment Banking, M&A Modeling, Transaction Experience, MD&A, New Business Generation, Sensitivity Analysis, Financial Statement..., Sourcing New Business, Business Valuation
Education
Colorado College 2002 — 2006
Economics, Business
Ryan Mullin's Headwaters MB Experience March 2015 - March 2015
Job Client Management Representative IIIAdvisor Service specializing in Alternative Investments at Fidelity Charitable
Industry Financial Services
Experience
Fidelity Charitable June 2015 - Present
Fidelity Charitable June 2014 - June 2015
Headwaters MB March 2015 - March 2015
Fidelity Charitable August 2013 - June 2014
Karya Capital Management LP July 2012 - August 2012
Linda for Senate 2012 June 2012 - August 2012
College of Charleston Hockey January 2011 - March 2012
Commonwealth Bank of Australia June 2011 - August 2011
Atlantic Management Group 2008 - August 2010
Skills
Fixed Income, Trading, Derivatives, Retail, Options, Payroll, Portfolio Management, Alternative Investments, Securities, Due Diligence, Asset Allocation, Investment Strategies, Financial Services, Equity Research, Wealth Management, Investment Management, Mergers & Acquisitions, Investment Banking, Social Media, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Sales, Finance, Leadership, Management, Microsoft Office, Microsoft Word, Social Networking, Social Media Marketing
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Manhattanville College 2007 — 2008
Boston College High School 2003 — 2007
HS Diploma
Fidelity Charitable June 2015 - Present
Fidelity Charitable June 2014 - June 2015
Headwaters MB March 2015 - March 2015
Fidelity Charitable August 2013 - June 2014
Karya Capital Management LP July 2012 - August 2012
Linda for Senate 2012 June 2012 - August 2012
College of Charleston Hockey January 2011 - March 2012
Commonwealth Bank of Australia June 2011 - August 2011
Atlantic Management Group 2008 - August 2010
Skills
Fixed Income, Trading, Derivatives, Retail, Options, Payroll, Portfolio Management, Alternative Investments, Securities, Due Diligence, Asset Allocation, Investment Strategies, Financial Services, Equity Research, Wealth Management, Investment Management, Mergers & Acquisitions, Investment Banking, Social Media, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Sales, Finance, Leadership, Management, Microsoft Office, Microsoft Word, Social Networking, Social Media Marketing
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Manhattanville College 2007 — 2008
Boston College High School 2003 — 2007
HS Diploma
Stephen Lewis Stephen Lewis's Headwaters MB Experience October 2014 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2014 - Present
Cross Border Strategies LLC January 2013 - October 2014
Previsio Partners, LLC May 2009 - December 2012
GE Corporate Financial Services Europe September 2007 - December 2008
GE Corporate Financial Services October 2001 - September 2007
Heller Financial, Inc January 1986 - October 2001
BorgWarner Corporation January 1982 - December 1985
Skills
Debt, Structuring, Restructuring, Structured Finance, Credit, Financial Structuring, Portfolio Management, Due Diligence, Finance, Banking, Loans, Investment Banking, Corporate Finance, Private Equity, Asset Based Lending, Mergers & Acquisitions, Financial Services, LBO, Factoring, Analysis, Cash Flow, Capital Markets, Financial Modeling, Management, Leadership, Middle Market, Leveraged Finance, M&A experience
Education
Indiana University School of Law—Indianapolis 1974 — 1977
JD, Commercial Law
DePauw University 1970 — 1974
BA with High Distinction, Latin American Studies (Spanish, History, Political Science)
Headwaters MB October 2014 - Present
Cross Border Strategies LLC January 2013 - October 2014
Previsio Partners, LLC May 2009 - December 2012
GE Corporate Financial Services Europe September 2007 - December 2008
GE Corporate Financial Services October 2001 - September 2007
Heller Financial, Inc January 1986 - October 2001
BorgWarner Corporation January 1982 - December 1985
Skills
Debt, Structuring, Restructuring, Structured Finance, Credit, Financial Structuring, Portfolio Management, Due Diligence, Finance, Banking, Loans, Investment Banking, Corporate Finance, Private Equity, Asset Based Lending, Mergers & Acquisitions, Financial Services, LBO, Factoring, Analysis, Cash Flow, Capital Markets, Financial Modeling, Management, Leadership, Middle Market, Leveraged Finance, M&A experience
Education
Indiana University School of Law—Indianapolis 1974 — 1977
JD, Commercial Law
DePauw University 1970 — 1974
BA with High Distinction, Latin American Studies (Spanish, History, Political Science)
Brad Collins's Headwaters MB Experience June 2014 - Present
Job Vice President at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2014 - Present
Mesirow Financial November 2010 - May 2014
KPMG Corporate Finance April 2010 - October 2010
KPMG Advisory September 2008 - March 2010
Ernst & Young April 2007 - May 2007
Crowe Chizek & Co. LLC May 2006 - August 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Market Research, Valuation, Due Diligence, Mergers, Accounting, Private Placements, Securities, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, ThomsonOne, Mergers & Acquisitions, LBO, M&A experience
Education
Indiana University - Kelley School of Business 2007 — 2008
MBA, Accounting/Finance
Indiana University - Kelley School of Business 2003 — 2007
BS, Accounting
Headwaters MB June 2014 - Present
Mesirow Financial November 2010 - May 2014
KPMG Corporate Finance April 2010 - October 2010
KPMG Advisory September 2008 - March 2010
Ernst & Young April 2007 - May 2007
Crowe Chizek & Co. LLC May 2006 - August 2006
Skills
Private Equity, Investment Banking, Financial Modeling, Market Research, Valuation, Due Diligence, Mergers, Accounting, Private Placements, Securities, Business Valuation, Corporate Finance, Financial Analysis, Capital IQ, ThomsonOne, Mergers & Acquisitions, LBO, M&A experience
Education
Indiana University - Kelley School of Business 2007 — 2008
MBA, Accounting/Finance
Indiana University - Kelley School of Business 2003 — 2007
BS, Accounting
Gregory T. Gerard Gregory T. Gerard's Headwaters MB Experience November 2013 - June 2015
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB November 2013 - June 2015
Tocqueville Securities, L.P. March 2005 - October 2013
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
Credit Lyonnais Securities 1998 - 2000
Skills
Investment Banking, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Investor Relations, Financial Analysis, Business Strategy, Valuation, Equities, Finance, Financial Services, Management, Mergers, Securities
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance & Accounting
Tufts University 1979 — 1982
Bachelor's degree, Economics and Drama
Grace Church School 1967 — 1974
Headwaters MB November 2013 - June 2015
Tocqueville Securities, L.P. March 2005 - October 2013
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
International Assets 1999 - 2004
Credit Lyonnais Securities 1998 - 2000
Skills
Investment Banking, Mergers, Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Investor Relations, Financial Analysis, Business Strategy, Valuation, Equities, Finance, Financial Services, Management, Mergers, Securities
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Finance & Accounting
Tufts University 1979 — 1982
Bachelor's degree, Economics and Drama
Grace Church School 1967 — 1974
Chad Gardiner's Headwaters MB Experience 2013 - Present
Job Vice President at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2013 - Present
Generation Equity Advisors, LLC 2010 - 2012
New Century Capital Partners 2006 - 2009
Merrill Lynch 2004 - 2005
Deutsche Bank 2002 - 2003
Skills
Corporate Finance, Private Placements, M&A experience, Mezzanine, Financial Modeling, Private Equity
Education
Brigham Young University 1998 — 2002
Bachelor of Science, Accounting
Headwaters MB 2013 - Present
Generation Equity Advisors, LLC 2010 - 2012
New Century Capital Partners 2006 - 2009
Merrill Lynch 2004 - 2005
Deutsche Bank 2002 - 2003
Skills
Corporate Finance, Private Placements, M&A experience, Mezzanine, Financial Modeling, Private Equity
Education
Brigham Young University 1998 — 2002
Bachelor of Science, Accounting
Gaurav Gaitonde's Headwaters MB Experience October 2014 - Present
Job Senior Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2014 - Present
Headwaters MB February 2013 - October 2014
martinwolf⎪M&A Advisors July 2012 - September 2012
Hitachi Data Systems June 2009 - September 2009
Skills
Excel, C, Word, R, GRETL, Investment Banking, Mergers & Acquisitions, Capital IQ, Salesforce.com, Due Diligence, Financial Modeling, Valuation, Competitive Analysis, Corporate Finance, Investments, Analysis, Microsoft Excel
Education
UC Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Saratoga High Scool 2004 — 2008
Diploma, High School/Secondary Diplomas and Certificates
Headwaters MB October 2014 - Present
Headwaters MB February 2013 - October 2014
martinwolf⎪M&A Advisors July 2012 - September 2012
Hitachi Data Systems June 2009 - September 2009
Skills
Excel, C, Word, R, GRETL, Investment Banking, Mergers & Acquisitions, Capital IQ, Salesforce.com, Due Diligence, Financial Modeling, Valuation, Competitive Analysis, Corporate Finance, Investments, Analysis, Microsoft Excel
Education
UC Davis 2008 — 2012
Bachelor of Arts (B.A.), Economics
Saratoga High Scool 2004 — 2008
Diploma, High School/Secondary Diplomas and Certificates
Matt Krier Matt Krier's Headwaters MB Experience January 2011 - July 2011
Job Manager, Corporate Development at IHS
Industry Information Services
Experience
IHS May 2013 - Present
Green Manning & Bunch September 2011 - April 2013
Headwaters MB January 2011 - July 2011
University of Denver September 2009 - June 2011
Lafarge September 2010 - January 2011
Chesapeake Energy May 2008 - August 2008
Skills
Financial Modeling, M&A experience, Investment Banking, PowerPoint, Financial Analysis, Business Valuation, Strategic Advisory, Marketing Materials, Microsoft Excel, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
Daniels College of Business, University of Denver 2009 — 2011
Master of Business Administration, Finance
University of Oklahoma 2004 — 2008
B.S.B.A, Finance
IHS May 2013 - Present
Green Manning & Bunch September 2011 - April 2013
Headwaters MB January 2011 - July 2011
University of Denver September 2009 - June 2011
Lafarge September 2010 - January 2011
Chesapeake Energy May 2008 - August 2008
Skills
Financial Modeling, M&A experience, Investment Banking, PowerPoint, Financial Analysis, Business Valuation, Strategic Advisory, Marketing Materials, Microsoft Excel, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
Daniels College of Business, University of Denver 2009 — 2011
Master of Business Administration, Finance
University of Oklahoma 2004 — 2008
B.S.B.A, Finance
Ricardo Campoy Ricardo Campoy's Headwaters MB Experience August 2010 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB August 2010 - Present
Private Advisory Practice 2006 - 2010
WestLB 2004 - 2006
McFarland Dewey & Co., LLC 2000 - 2004
ING Capital Corporation 1995 - 1998
SBCI Swiss Bank Corporation 1992 - 1995
Elders Resources Finance Inc. 1986 - 1990
European Banking Co. Ltd. 1984 - 1986
Continental Illinois National Bank and Trust Co. 1980 - 1984
AMAX Inc. 1975 - 1978
Skills
Corporate Finance, Strategy, Investment Banking, Investments, Banking, Mining, Mergers & Acquisitions, Gold, Business Valuation, Due Diligence, Minerals, Corporate Development, M&A experience, Alternative Investments, Financial Analysis, Valuation, Private Equity, Commodity, Capital Markets, Acquisitions, Finance, Metals, Copper, IPO, Capital, Restructuring, Executive Management, Project Finance, LBO, Equities, Financial Modeling, Venture Capital, Business Strategy, Private Placements, Equity Valuation, Divestitures, Capital Raising, Financial Structuring, Growth Capital, Joint Ventures, Mezzanine, Structured Finance, Recapitalizations, Emerging Markets, Middle Market, Capital Structure, Leveraged Finance, Base Metals, Equity Capital Markets
Education
American Graduate School of Int'l. Management 1979 — 1979
MIM, Finance
Colorado School of Mines 1969 — 1973
BSc, Mining Engineering
Headwaters MB August 2010 - Present
Private Advisory Practice 2006 - 2010
WestLB 2004 - 2006
McFarland Dewey & Co., LLC 2000 - 2004
ING Capital Corporation 1995 - 1998
SBCI Swiss Bank Corporation 1992 - 1995
Elders Resources Finance Inc. 1986 - 1990
European Banking Co. Ltd. 1984 - 1986
Continental Illinois National Bank and Trust Co. 1980 - 1984
AMAX Inc. 1975 - 1978
Skills
Corporate Finance, Strategy, Investment Banking, Investments, Banking, Mining, Mergers & Acquisitions, Gold, Business Valuation, Due Diligence, Minerals, Corporate Development, M&A experience, Alternative Investments, Financial Analysis, Valuation, Private Equity, Commodity, Capital Markets, Acquisitions, Finance, Metals, Copper, IPO, Capital, Restructuring, Executive Management, Project Finance, LBO, Equities, Financial Modeling, Venture Capital, Business Strategy, Private Placements, Equity Valuation, Divestitures, Capital Raising, Financial Structuring, Growth Capital, Joint Ventures, Mezzanine, Structured Finance, Recapitalizations, Emerging Markets, Middle Market, Capital Structure, Leveraged Finance, Base Metals, Equity Capital Markets
Education
American Graduate School of Int'l. Management 1979 — 1979
MIM, Finance
Colorado School of Mines 1969 — 1973
BSc, Mining Engineering
Fran Briand Fran Briand's Headwaters MB Experience October 2011 - July 2012
Job Audit Associate at McGladrey
Industry Accounting
Experience
McGladrey January 2014 - Present
Fab-Tech Incorporated December 2012 - April 2013
Headwaters MB October 2011 - July 2012
New York Life Insurance Company January 2011 - May 2011
Green Mountain Coffee Roasters May 2010 - August 2010
Skills
Investments, Analysis, Valuation, Finance, Accounting, Sales, Banking, Microsoft Excel, Auditing, Beauty Industry, Hepatology
Education
Northeastern University 2013 — 2013
MS Accounting, Accounting
Saint Michael's College 2007 — 2011
BS, Business Administration
Loomis Chaffee School 2005 — 2007
Rice Memorial High School 2002 — 2005
McGladrey January 2014 - Present
Fab-Tech Incorporated December 2012 - April 2013
Headwaters MB October 2011 - July 2012
New York Life Insurance Company January 2011 - May 2011
Green Mountain Coffee Roasters May 2010 - August 2010
Skills
Investments, Analysis, Valuation, Finance, Accounting, Sales, Banking, Microsoft Excel, Auditing, Beauty Industry, Hepatology
Education
Northeastern University 2013 — 2013
MS Accounting, Accounting
Saint Michael's College 2007 — 2011
BS, Business Administration
Loomis Chaffee School 2005 — 2007
Rice Memorial High School 2002 — 2005
Matt Baldwin Matt Baldwin's Headwaters MB Experience March 2013 - August 2013
Job Associate at Societe Generale
Industry Investment Banking
Experience
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Société Générale October 2013 - Present
Headwaters MB March 2013 - August 2013
UBS Investment Bank July 2009 - September 2011
UBS Investment Bank July 2007 - July 2009
Bear Wagner Specialists June 2005 - July 2005
Skills
Series 7, Series 63, Bloomberg, Microsoft Office, Investment Banking, Fixed Income, Investments, Capital Markets, Banking, Debt, Restructuring, Financial Services, Strategy
Education
The Johns Hopkins University 2003 — 2007
BS, Mechanical Engineering
University of Wollongong 2006 — 2006
Spring Semester Study Abroad
Darien High School
Sun Jen Yung Sun Jen Yung's Headwaters MB Experience September 2010 - Present
Job Managing Director, Head of Digital Media & Internet at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Headwaters MB September 2010 - Present
Nightwood Capital LLC April 2009 - September 2010
Collins Stewart May 2008 - February 2009
Oppenheimer & Co. September 2006 - April 2008
TD Securities 2005 - 2006
Deutsche Bank 2000 - 2005
Lehman Brothers 1993 - 2000
Skills
Private Equity, Mergers & Acquisitions, Corporate Finance, Investment Banking, IPO, Digital Media, Capital, Equity Research, Finance, Capital Raising, Financial Advisory, Venture Capital, Economics, Corporate Development, M&A experience, Business Strategy, Strategic Planning, Mergers, Strategy
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Macalester College 1980 — 1984
BA, Economics, International Studies
Greenwich Country Day School
Greenwich Country Day School
Paul Janson Paul Janson's Headwaters MB Experience 2005 - Present
Job President / COO at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2005 - Present
Camiant 2003 - 2004
Worldbridge 1998 - 2003
Intemedia Parnters 1994 - 1998
Skills
Investment Banking, Mergers, Telecommunications, Private Placements, M&A experience, Corporate Development, Venture Capital, Mergers & Acquisitions, Divestitures, Strategic Partnerships, Private Equity, Business Valuation, Financial Structuring, Corporate Finance, IPO, Capital Markets, Due Diligence, Financial Modeling, Equities, Executive Management, Acquisitions, Capital, Leadership, Acquisition Integration, Banking, Restructuring, Leveraged Finance, Recapitalizations, Emerging Markets, Structured Finance, Securities, Finance, Equity Valuation, Strategy, Hedge Funds, Joint Ventures
Education
Saint Anselm College 1978 — 1981
BA, Business & CJ
Headwaters MB 2005 - Present
Camiant 2003 - 2004
Worldbridge 1998 - 2003
Intemedia Parnters 1994 - 1998
Skills
Investment Banking, Mergers, Telecommunications, Private Placements, M&A experience, Corporate Development, Venture Capital, Mergers & Acquisitions, Divestitures, Strategic Partnerships, Private Equity, Business Valuation, Financial Structuring, Corporate Finance, IPO, Capital Markets, Due Diligence, Financial Modeling, Equities, Executive Management, Acquisitions, Capital, Leadership, Acquisition Integration, Banking, Restructuring, Leveraged Finance, Recapitalizations, Emerging Markets, Structured Finance, Securities, Finance, Equity Valuation, Strategy, Hedge Funds, Joint Ventures
Education
Saint Anselm College 1978 — 1981
BA, Business & CJ
Phil Seefried Phil Seefried's Headwaters MB Experience September 2001 - Present
Job Co Founder and CEO at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2001 - Present
Credit Suisse June 1986 - March 2000
Skills
Capital Formation, Investment Banking, Start-ups, Strategy, Culture Change, Capital Markets, Entrepreneurship, Mergers, Financial Services, Finance, Due Diligence, Mergers & Acquisitions, Investments, Venture Capital, Executive Management, Business Strategy, Change Management, Leveraged Finance, Corporate Development, Private Equity, M&A experience, Joint Ventures, Restructuring, Credit, Debt Restructuring, High Yield, Bond Markets, LBO, Valuation, Corporate Finance, Emerging Markets, Financial Structuring, Financial Modeling, Growth Capital, Structured Finance, Capital Raising, Divestitures, Private Placements
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Williams College 1979 — 1983
BA, Economics
Headwaters MB September 2001 - Present
Credit Suisse June 1986 - March 2000
Skills
Capital Formation, Investment Banking, Start-ups, Strategy, Culture Change, Capital Markets, Entrepreneurship, Mergers, Financial Services, Finance, Due Diligence, Mergers & Acquisitions, Investments, Venture Capital, Executive Management, Business Strategy, Change Management, Leveraged Finance, Corporate Development, Private Equity, M&A experience, Joint Ventures, Restructuring, Credit, Debt Restructuring, High Yield, Bond Markets, LBO, Valuation, Corporate Finance, Emerging Markets, Financial Structuring, Financial Modeling, Growth Capital, Structured Finance, Capital Raising, Divestitures, Private Placements
Education
Stanford University Graduate School of Business 1985 — 1987
MBA
Williams College 1979 — 1983
BA, Economics
Chris Dugan Chris Dugan's Headwaters MB Experience July 2015 - Present
Job Associate at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
OceanBridge Partners December 2008 - June 2015
The Peter Schiff Show October 2010 - January 2012
FBR June 2007 - November 2008
Deutsche Bank June 2006 - August 2006
The White House September 2005 - May 2006
Legacy Partners Group June 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Private Equity, Writing, Corporate Finance, Excel, Capital Markets, PowerPoint, Access, Microsoft Office, International Relations, Word, Market Research, Outlook, Business Strategy, Financial Analysis, Investment Banking, Social Media, Due Diligence, International Business, Financial Reporting, Business Analysis, Government, Accounting, Economics, Foreign Policy, Forecasting, FactSet, Thomson One Banker, Virtual Data Rooms, Mergers & Acquisitions, Microsoft Excel, M&A experience, DCF, Investments, Management, Analysis, Finance, Strategy
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Accounting
The American School in London 2002 — 2003
Westminster School 1999 — 2002
Headwaters MB July 2015 - Present
OceanBridge Partners December 2008 - June 2015
The Peter Schiff Show October 2010 - January 2012
FBR June 2007 - November 2008
Deutsche Bank June 2006 - August 2006
The White House September 2005 - May 2006
Legacy Partners Group June 2005 - August 2005
Skills
Financial Modeling, Valuation, Mergers, Private Equity, Writing, Corporate Finance, Excel, Capital Markets, PowerPoint, Access, Microsoft Office, International Relations, Word, Market Research, Outlook, Business Strategy, Financial Analysis, Investment Banking, Social Media, Due Diligence, International Business, Financial Reporting, Business Analysis, Government, Accounting, Economics, Foreign Policy, Forecasting, FactSet, Thomson One Banker, Virtual Data Rooms, Mergers & Acquisitions, Microsoft Excel, M&A experience, DCF, Investments, Management, Analysis, Finance, Strategy
Education
The George Washington University - School of Business 2003 — 2007
BBA, Finance, Accounting
The American School in London 2002 — 2003
Westminster School 1999 — 2002
Daniel C. McBroom Daniel C. McBroom's Headwaters MB Experience June 2011 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2011 - Present
Skills
Investment Banking
Education
University of Notre Dame - Mendoza College of Business
United States Air Force Academy
Headwaters MB June 2011 - Present
Skills
Investment Banking
Education
University of Notre Dame - Mendoza College of Business
United States Air Force Academy
Brian Pietravalle, CFA Brian Pietravalle, CFA's Headwaters MB Experience January 2014 - Present
Job Managing Director at Headwaters MB
Industry Financial Services
Experience
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Independent Brokerage June 2011 - August 2012
CG/LA Infrastructure, LLC June 2010 - June 2011
Guizzetti & Associates February 2010 - June 2010
CG/LA Infrastructure August 2007 - February 2010
The Heritage Foundation September 2006 - December 2006
Merrill Lynch March 2006 - June 2006
New Mexico Passenger Transportation Association January 2006 - March 2006
Quality Design Nor’Easter Pools, Inc. July 1999 - August 2005
Skills
Business Development, Business Strategy, Investments, Strategy, Finance, Entrepreneurship, Financial Modeling, Market Research, Strategic Planning, Mergers & Acquisitions, Private Equity, Emerging Markets, International Business, Start-ups, Competitive Analysis, Management Consulting, Due Diligence, Sales, Negotiation, Contract Negotiation, Analysis, Leadership, Strategic Partnerships, Financial Statement..., Sales Management, New Business Development, Business Planning, Financial Analysis, Project Finance, Energy, Marketing Strategy, Strategic Consulting, Executive Management, Economics, Risk Management, Investment Banking, Valuation, Mergers, Team Leadership, Management, Venture Capital, Corporate Finance, Oil & Gas Exploration, Asset Valuation, Oil & Gas Services, Midstream, Oil & Gas Industry, A&D, Marketing, Joint Ventures
Education
St. John's College (MD) 2005 — 2007
MA
Boston University 2000 — 2004
BA, Philosophy
American University of Rome 2002 — 2003
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Independent Brokerage June 2011 - August 2012
CG/LA Infrastructure, LLC June 2010 - June 2011
Guizzetti & Associates February 2010 - June 2010
CG/LA Infrastructure August 2007 - February 2010
The Heritage Foundation September 2006 - December 2006
Merrill Lynch March 2006 - June 2006
New Mexico Passenger Transportation Association January 2006 - March 2006
Quality Design Nor’Easter Pools, Inc. July 1999 - August 2005
Skills
Business Development, Business Strategy, Investments, Strategy, Finance, Entrepreneurship, Financial Modeling, Market Research, Strategic Planning, Mergers & Acquisitions, Private Equity, Emerging Markets, International Business, Start-ups, Competitive Analysis, Management Consulting, Due Diligence, Sales, Negotiation, Contract Negotiation, Analysis, Leadership, Strategic Partnerships, Financial Statement..., Sales Management, New Business Development, Business Planning, Financial Analysis, Project Finance, Energy, Marketing Strategy, Strategic Consulting, Executive Management, Economics, Risk Management, Investment Banking, Valuation, Mergers, Team Leadership, Management, Venture Capital, Corporate Finance, Oil & Gas Exploration, Asset Valuation, Oil & Gas Services, Midstream, Oil & Gas Industry, A&D, Marketing, Joint Ventures
Education
St. John's College (MD) 2005 — 2007
MA
Boston University 2000 — 2004
BA, Philosophy
American University of Rome 2002 — 2003
Ravi Bhatt's Headwaters MB Experience June 2014 - August 2014
Job Student at USC
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Headwaters MB June 2014 - August 2014
Regents Facility Engineering May 2013 - July 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration
University High School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Headwaters MB June 2014 - August 2014
Regents Facility Engineering May 2013 - July 2013
Education
University of Southern California 2012 — 2016
Bachelor of Science (BS), Business Administration
University High School 2008 — 2012
John Brictson John Brictson's Headwaters MB Experience March 2015 - June 2015
Job Assistant Vice President, Consumer Lending CCAR Financial Analyst at Union Bank
Industry Financial Services
Experience
Union Bank August 2015 - Present
Labrador Capital January 2015 - July 2015
Headwaters MB March 2015 - June 2015
UC Irvine October 2014 - June 2015
Roth Capital Partners April 2014 - March 2015
The Law Office of Timothy L. Brictson September 2012 - October 2013
AKT CPAs, Advisors, Consultants November 2010 - September 2012
TGG Accounting February 2010 - November 2010
Leaf & Cole, LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, Financial Audits, Cross-functional Team..., Teamwork, Finance, Auditing, Financial Accounting, Marketing, Strategic Planning, Statistics, Property Management, Argus Modeling, Microsoft Excel, Data Analysis, Valuation, Due Diligence, Financial Reporting, CPA
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (BA), Business Management Economics with an emphasis in accounting
The Bishop's School
High School
Union Bank August 2015 - Present
Labrador Capital January 2015 - July 2015
Headwaters MB March 2015 - June 2015
UC Irvine October 2014 - June 2015
Roth Capital Partners April 2014 - March 2015
The Law Office of Timothy L. Brictson September 2012 - October 2013
AKT CPAs, Advisors, Consultants November 2010 - September 2012
TGG Accounting February 2010 - November 2010
Leaf & Cole, LLP June 2009 - August 2009
Skills
Accounting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, Financial Audits, Cross-functional Team..., Teamwork, Finance, Auditing, Financial Accounting, Marketing, Strategic Planning, Statistics, Property Management, Argus Modeling, Microsoft Excel, Data Analysis, Valuation, Due Diligence, Financial Reporting, CPA
Education
University of California, Irvine 2013 — 2015
Master of Business Administration (MBA)
University of California, Santa Cruz 2006 — 2009
Bachelor of Arts (BA), Business Management Economics with an emphasis in accounting
The Bishop's School
High School
David Traylor David Traylor's Headwaters MB Experience February 2010 - October 2012
Job Chief Business Officer at Surna Inc
Industry Investment Banking
Experience
Golden Eagle Partners September 2015 - Present
Surna Inc December 2014 - September 2015
Golden Eagle Partners November 2012 - December 2014
Headwaters MB February 2010 - October 2012
Caris and Company (later M.M. Dillon & Co.) October 2007 - April 2010
Pacific Growth Equities (later Wedbush) May 2005 - June 2007
BioSeek September 2002 - September 2003
Atugen AG (later Silence Therapeutics) October 2000 - August 2002
Deltagen October 1999 - October 2000
Affymetrix February 1997 - October 1999
Skills
Mergers, Venture Capital, Biotechnology, Business Development, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Valuation, Executive Management, Strategic Planning, IPO, Biochemistry, M&A experience, Corporate Finance, Patents, Acquisition Integration, New Business Development, Financial Analysis, Equities, Strategic Partnerships, Private Placements, Biopharmaceuticals, Financial Modeling, Private Equity, Lifesciences, Capital Markets, Investments, Business Planning, Start-ups, Acquisitions, Financial Advisory, Business Valuation, Strategy, Restructuring
Education
University of Colorado at Boulder 1993 — 1995
MBA, Finance (major), Accounting (minor)
University of Colorado at Boulder 1983 — 1988
Double Major BA, Biochemistry and Molecular Biology
Golden Eagle Partners September 2015 - Present
Surna Inc December 2014 - September 2015
Golden Eagle Partners November 2012 - December 2014
Headwaters MB February 2010 - October 2012
Caris and Company (later M.M. Dillon & Co.) October 2007 - April 2010
Pacific Growth Equities (later Wedbush) May 2005 - June 2007
BioSeek September 2002 - September 2003
Atugen AG (later Silence Therapeutics) October 2000 - August 2002
Deltagen October 1999 - October 2000
Affymetrix February 1997 - October 1999
Skills
Mergers, Venture Capital, Biotechnology, Business Development, Mergers & Acquisitions, Corporate Development, Due Diligence, Investment Banking, Valuation, Executive Management, Strategic Planning, IPO, Biochemistry, M&A experience, Corporate Finance, Patents, Acquisition Integration, New Business Development, Financial Analysis, Equities, Strategic Partnerships, Private Placements, Biopharmaceuticals, Financial Modeling, Private Equity, Lifesciences, Capital Markets, Investments, Business Planning, Start-ups, Acquisitions, Financial Advisory, Business Valuation, Strategy, Restructuring
Education
University of Colorado at Boulder 1993 — 1995
MBA, Finance (major), Accounting (minor)
University of Colorado at Boulder 1983 — 1988
Double Major BA, Biochemistry and Molecular Biology
Charlotte Franson Charlotte Franson's Headwaters MB Experience November 2010 - Present
Job Vice President of Building Products and Construction Services at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB November 2010 - Present
Board of Directors at Jefferson Acadamy Charter School June 2009 - June 2012
i58 Network January 2008 - October 2010
IBG Business Services July 2009 - September 2010
A.G. Edwards January 1997 - March 2002
Skills
Mergers, Investments, Business Development, Investment Banking, M&A experience, Capital Formation, Business Services, Strategic Planning, Recapitalizations, Securities, Equities, Financial Analysis, Strategy, Management Consulting, Acquisitions, Marketing, Start-ups, Venture Capital, Corporate Finance, Financial Structuring, Training, Private Equity, Portfolio Management, Valuation, Business Planning, LBO, Entrepreneurship, Restructuring, Divestitures, Business Strategy, Executive Management, IPO
Education
The University of Texas at El Paso 1987 — 1994
Finance, Finance and accounting
Headwaters MB November 2010 - Present
Board of Directors at Jefferson Acadamy Charter School June 2009 - June 2012
i58 Network January 2008 - October 2010
IBG Business Services July 2009 - September 2010
A.G. Edwards January 1997 - March 2002
Skills
Mergers, Investments, Business Development, Investment Banking, M&A experience, Capital Formation, Business Services, Strategic Planning, Recapitalizations, Securities, Equities, Financial Analysis, Strategy, Management Consulting, Acquisitions, Marketing, Start-ups, Venture Capital, Corporate Finance, Financial Structuring, Training, Private Equity, Portfolio Management, Valuation, Business Planning, LBO, Entrepreneurship, Restructuring, Divestitures, Business Strategy, Executive Management, IPO
Education
The University of Texas at El Paso 1987 — 1994
Finance, Finance and accounting
Todd Hellmann Todd Hellmann's Headwaters MB Experience 2005 - 2007
Job Managing Partner, Hexagon Advisors, LLC
Industry Investment Banking
Experience
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Hexagon Advisors, LLC March 2007 - Present
Influence Technologies February 2015 - Present
Headwaters MB 2005 - 2007
The Metcalf Group 2002 - 2005
UBS Investment Bank 2000 - 2002
JP Morgan (Hambrecht & Quist) 1998 - 2000
CIBC World Markets 1995 - 1998
Houlihan Lokey 1991 - 1995
PaineWebber 1990 - 1991
Skills
Digital Media, Corporate Finance, Investment Banking, Mergers, Growth Capital, Private Equity, Valuation, Venture Capital, Strategy, Capital Raising, Corporate Development, Equities, Mergers & Acquisitions, Due Diligence, Financial Analysis, Financial Modeling, Securities, Private Placements, IPO, M&A experience, Divestitures, Financial Structuring, LBO
Education
Brown University 1986 — 1990
LaSalle Collge High School
Anant Vashi's Headwaters MB Experience November 2009 - December 2012
Job Director of FP&A and Business Development at Quest Specialty Chemicals
Industry Chemicals
Experience
Quest Specialty Chemicals May 2014 - Present
EcoDual, Inc. January 2013 - April 2014
Headwaters MB November 2009 - December 2012
Clear Creek Partners December 2007 - December 2009
Mesa Capital Partners October 2005 - January 2007
Skills
Mergers, Capital Formation, Strategy, Venture Capital, Private Equity, Corporate Development, Investment Banking, Financial Modeling, Start-ups, M&A experience, Private Placements, Due Diligence, Corporate Finance, Valuation, Equities, Business Valuation, Divestitures, LBO, Restructuring, Cleantech, Capital, Finance, Joint Ventures, Mergers & Acquisitions
Education
Case Western Reserve University - Weatherhead School of Management 2001 — 2003
MBA, Entrepreneurship and Finance
New School University 1995 — 1998
MA, Economics
St. John's College (NM) 1992 — 1996
BA, Liberal Arts - Great Books Program
Staten Island Academy 1988 — 1991
High School
Quest Specialty Chemicals May 2014 - Present
EcoDual, Inc. January 2013 - April 2014
Headwaters MB November 2009 - December 2012
Clear Creek Partners December 2007 - December 2009
Mesa Capital Partners October 2005 - January 2007
Skills
Mergers, Capital Formation, Strategy, Venture Capital, Private Equity, Corporate Development, Investment Banking, Financial Modeling, Start-ups, M&A experience, Private Placements, Due Diligence, Corporate Finance, Valuation, Equities, Business Valuation, Divestitures, LBO, Restructuring, Cleantech, Capital, Finance, Joint Ventures, Mergers & Acquisitions
Education
Case Western Reserve University - Weatherhead School of Management 2001 — 2003
MBA, Entrepreneurship and Finance
New School University 1995 — 1998
MA, Economics
St. John's College (NM) 1992 — 1996
BA, Liberal Arts - Great Books Program
Staten Island Academy 1988 — 1991
High School
Harrison Hellner's Headwaters MB Experience September 2010 - May 2011
Job Associate at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc July 2014 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc July 2011 - June 2013
Headwaters MB September 2010 - May 2011
University of Denver January 2008 - March 2011
Headwaters MB June 2010 - September 2010
Alpine Access 2008 - 2009
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Investment Banking, Valuation, Bloomberg, Capital IQ
Education
University of Denver - Daniels College of Business
Raymond James & Associates, Inc July 2014 - Present
Raymond James & Associates, Inc July 2013 - Present
Raymond James & Associates, Inc July 2011 - June 2013
Headwaters MB September 2010 - May 2011
University of Denver January 2008 - March 2011
Headwaters MB June 2010 - September 2010
Alpine Access 2008 - 2009
Skills
Financial Modeling, Finance, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Private Equity, Investments, Investment Banking, Valuation, Bloomberg, Capital IQ
Education
University of Denver - Daniels College of Business
Joel Schneyer Joel Schneyer's Headwaters MB Experience 2010 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2010 - Present
Skills
Investment Banking, Mining, Strategic Advisory
Education
Colorado School of Mines 1986 — 1988
MS, Mineral Economics
The University of Texas at Austin 1981 — 1984
MA, Geology
Colgate University 1976 — 1980
BA, Geology
Headwaters MB 2010 - Present
Skills
Investment Banking, Mining, Strategic Advisory
Education
Colorado School of Mines 1986 — 1988
MS, Mineral Economics
The University of Texas at Austin 1981 — 1984
MA, Geology
Colgate University 1976 — 1980
BA, Geology
Grant Garbers Grant Garbers's Headwaters MB Experience Managing DirectorISI Capital Partners, LLC2004 - 2007
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB Managing DirectorISI Capital Partners, LLC2004 - 2007
Education
University of Georgia - Terry College of Business 1983 — 1985
BBA, Risk Management
Headwaters MB Managing DirectorISI Capital Partners, LLC2004 - 2007
Education
University of Georgia - Terry College of Business 1983 — 1985
BBA, Risk Management
Jerry Sturgill Jerry Sturgill's Headwaters MB Experience July 2010 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2010 - Present
Outlook Capital LLC January 2000 - July 2010
Matterhorn Group, Inc. February 2005 - March 2009
Respond, Inc. February 2001 - February 2003
Stoel Rives LLP August 1995 - January 2000
Latham & Watkins August 1989 - August 1995
Latham & Watkins August 1982 - August 1989
United States Court of Appeals, Ninth Circuit August 1981 - August 1982
Skills
Food & Beverage, Private Equity, Mergers, Venture Capital, Mergers & Acquisitions, Start-ups, Corporate Law, Finance, Project Finance, Management, Negotiation, Investments, New Business Development, Strategic Planning, Joint Ventures, Business Planning, Entrepreneurship, Due Diligence, Investment Banking, Corporate Finance, Leveraged Finance, M&A experience
Education
Brigham Young University—J. Reuben Clark Law School 1979 — 1981
JD
Brigham Young University 1974 — 1978
BA, English, Economics
Headwaters MB July 2010 - Present
Outlook Capital LLC January 2000 - July 2010
Matterhorn Group, Inc. February 2005 - March 2009
Respond, Inc. February 2001 - February 2003
Stoel Rives LLP August 1995 - January 2000
Latham & Watkins August 1989 - August 1995
Latham & Watkins August 1982 - August 1989
United States Court of Appeals, Ninth Circuit August 1981 - August 1982
Skills
Food & Beverage, Private Equity, Mergers, Venture Capital, Mergers & Acquisitions, Start-ups, Corporate Law, Finance, Project Finance, Management, Negotiation, Investments, New Business Development, Strategic Planning, Joint Ventures, Business Planning, Entrepreneurship, Due Diligence, Investment Banking, Corporate Finance, Leveraged Finance, M&A experience
Education
Brigham Young University—J. Reuben Clark Law School 1979 — 1981
JD
Brigham Young University 1974 — 1978
BA, English, Economics
Tyler Comann Tyler Comann's Headwaters MB Experience 2012 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2012 - Present
Viant Group, LLC 2006 - 2012
HEC Paris 2010 - 2010
University of California, Berkeley, Haas School of Business 1995 - 2010
Comann & Montague 1993 - 2006
M&B Miniblind Corporation 1991 - 1993
Comann, Howard & Flamen 1986 - 1993
Skills
Mergers, Financial Advisory, Cross-border..., Private Equity, Private Placements, Corporate Development, Investment Banking, Venture Capital, Valuation, M&A experience, Recapitalizations, Capital Formation, Divestitures, Growth Capital, LBO, Corporate Finance, Due Diligence, Business Valuation, Business Services, Mergers & Acquisitions, Strategy, Financial Modeling
Education
Harvard Business School
MBA
Stanford University
B.A., Economics
Headwaters MB 2012 - Present
Viant Group, LLC 2006 - 2012
HEC Paris 2010 - 2010
University of California, Berkeley, Haas School of Business 1995 - 2010
Comann & Montague 1993 - 2006
M&B Miniblind Corporation 1991 - 1993
Comann, Howard & Flamen 1986 - 1993
Skills
Mergers, Financial Advisory, Cross-border..., Private Equity, Private Placements, Corporate Development, Investment Banking, Venture Capital, Valuation, M&A experience, Recapitalizations, Capital Formation, Divestitures, Growth Capital, LBO, Corporate Finance, Due Diligence, Business Valuation, Business Services, Mergers & Acquisitions, Strategy, Financial Modeling
Education
Harvard Business School
MBA
Stanford University
B.A., Economics
Carlos Rodriguez, CFA Carlos Rodriguez, CFA's Headwaters MB Experience October 2014 - Present
Job Managing Director Special Situations Group at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2014 - Present
Cardiff Advisors, LLC January 2012 - Present
Alvarez & Marsal January 2009 - January 2012
WhiteHorse Capital Partners 2005 - 2009
Zolfo Cooper January 2002 - December 2004
Education
Georgetown University 1994 — 1998
BS, Double Major: Finance & Intl Business
Headwaters MB October 2014 - Present
Cardiff Advisors, LLC January 2012 - Present
Alvarez & Marsal January 2009 - January 2012
WhiteHorse Capital Partners 2005 - 2009
Zolfo Cooper January 2002 - December 2004
Education
Georgetown University 1994 — 1998
BS, Double Major: Finance & Intl Business
Matthew Westcot Matthew Westcot's Headwaters MB Experience 2011 - 2011
Job Experienced Corporate Strategy and M&A Professional
Industry Management Consulting
Experience
Deloitte Consulting LLP 2015 - Present
Deloitte Consulting LLP 2013 - 2015
Deloitte Consulting LLP 2012 - 2012
Headwaters MB 2011 - 2011
Frederic W. Cook & Co. 2010 - 2010
Delafeld BioVentures (nka: BrookDell Partners) 2009 - 2009
Wedbush Morgan 2006 - 2009
Lowe Institue of Political Economy Claremont McKenna College 2004 - 2006
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Business Strategy, Corporate Finance, Marketing Strategy, Market Research, Due Diligence, Mergers, Private Placements, Entrepreneurship, Competitive Analysis, Private Equity, Product Management, Corporate Strategy &..., Financial Analysis, Restructuring, Acqusition Targeting &..., Corporate Development, Investment Banking, M&A Execution, M&A Integration, Divestitures, Project Management, LBO
Education
Emory University - Goizueta Business School 2011 — 2013
MBA, Corporate Finance & Strategy
Claremont McKenna College
B.A., Financial Economics & Government
Cheverus High School
High School Diploma
Kenyon College
Economics & Political Science
Deloitte Consulting LLP 2015 - Present
Deloitte Consulting LLP 2013 - 2015
Deloitte Consulting LLP 2012 - 2012
Headwaters MB 2011 - 2011
Frederic W. Cook & Co. 2010 - 2010
Delafeld BioVentures (nka: BrookDell Partners) 2009 - 2009
Wedbush Morgan 2006 - 2009
Lowe Institue of Political Economy Claremont McKenna College 2004 - 2006
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Business Strategy, Corporate Finance, Marketing Strategy, Market Research, Due Diligence, Mergers, Private Placements, Entrepreneurship, Competitive Analysis, Private Equity, Product Management, Corporate Strategy &..., Financial Analysis, Restructuring, Acqusition Targeting &..., Corporate Development, Investment Banking, M&A Execution, M&A Integration, Divestitures, Project Management, LBO
Education
Emory University - Goizueta Business School 2011 — 2013
MBA, Corporate Finance & Strategy
Claremont McKenna College
B.A., Financial Economics & Government
Cheverus High School
High School Diploma
Kenyon College
Economics & Political Science
Roberta Hillard, CPA's Headwaters MB Experience July 2004 - August 2013
Job Custom CFO Services, LLC
Industry Financial Services
Experience
Custom CFO Services, LLC August 2013 - Present
Copper Springs Lodge Board of Directors September 2013 - June 2014
Headwaters MB July 2004 - August 2013
Oxford Financial Group Ltd. 1998 - 2004
Automotive Finance Corporation 1995 - 1998
ADESA 1994 - 1995
Ernst & Young 1991 - 1994
Skills
Entrepreneurship, Auditing, Financial Modeling, Finance, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Forecasting, Accounting, Management, Analysis, Business Valuation
Education
Anderson University 2001 — 2003
MBA
Indiana University-Purdue University at Indianapolis 1986 — 1991
Bachelor of Science (BS), Accounting
Custom CFO Services, LLC August 2013 - Present
Copper Springs Lodge Board of Directors September 2013 - June 2014
Headwaters MB July 2004 - August 2013
Oxford Financial Group Ltd. 1998 - 2004
Automotive Finance Corporation 1995 - 1998
ADESA 1994 - 1995
Ernst & Young 1991 - 1994
Skills
Entrepreneurship, Auditing, Financial Modeling, Finance, Financial Analysis, Corporate Finance, Due Diligence, Valuation, Forecasting, Accounting, Management, Analysis, Business Valuation
Education
Anderson University 2001 — 2003
MBA
Indiana University-Purdue University at Indianapolis 1986 — 1991
Bachelor of Science (BS), Accounting
Roderick Rivera Roderick Rivera's Headwaters MB Experience 2014 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Headwaters MB 2014 - Present
RBS Citizens Financial Group 2010 - 2014
Dresner Partners 2008 - 2010
Jefferies & Company 2006 - 2008
CIBC World Markets 2001 - 2006
Credit Suisse First Boston 1996 - 2001
Citi 1990 - 1996
United States Navy 1980 - 1988
Skills
Healthcare, Leveraged Finance, Investment Banking, Private Equity, Series 63, Series 24, series 79, Series 7, Capital Markets, Corporate Development, FINRA, Finance, Investments, Equities, Mergers & Acquisitions, Corporate Finance, Mergers, Valuation, Venture Capital
Education
Stanford University Graduate School of Business 1988 — 1990
MBA
University of Southern California 1985 — 1987
MS, Systems Management
United States Naval Academy
BS, Chemistry
Ravi Bhagavan Ravi Bhagavan's Headwaters MB Experience July 2015 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
Skills
Private Placements, Partnerships, Divestitures, Technology, Hospitality Industry, Telecommunications, IT Outsourcing, Software, Corporate Finance, Investment Banking, Private Equity, Corporate Development, Venture Capital, Mergers and Acquisitions, Mergers, Mergers & Acquisitions, Strategy, Business Strategy, Emerging Markets, Investments, Equities, Valuation, Finance, Due Diligence, Cross-border..., M&A experience, Financial Modeling, Capital Markets, LBO, Financial Structuring, Business Valuation, mergers and acquisitions
Education
The University of Chicago - Booth School of Business
MBA
State University of New York at Buffalo
M.S.
Indian Institute of Technology, Madras
B.Tech
Headwaters MB July 2015 - Present
Skills
Private Placements, Partnerships, Divestitures, Technology, Hospitality Industry, Telecommunications, IT Outsourcing, Software, Corporate Finance, Investment Banking, Private Equity, Corporate Development, Venture Capital, Mergers and Acquisitions, Mergers, Mergers & Acquisitions, Strategy, Business Strategy, Emerging Markets, Investments, Equities, Valuation, Finance, Due Diligence, Cross-border..., M&A experience, Financial Modeling, Capital Markets, LBO, Financial Structuring, Business Valuation, mergers and acquisitions
Education
The University of Chicago - Booth School of Business
MBA
State University of New York at Buffalo
M.S.
Indian Institute of Technology, Madras
B.Tech
Richard deNey Richard deNey's Headwaters MB Experience April 2014 - Present
Job Managing Director at Headwaters MB
Industry Banking
Experience
Headwaters MB April 2014 - Present
Roth Capital Partners June 2012 - March 2014
Needham & Company. March 2004 - June 2012
Scient 2000 - 2002
Electronic Data Systems 1999 - 2000
Borden January 1995 - August 1998
Bear Stearns April 1987 - December 1994
Skills
Investment Banking, Capital Markets, Private Equity, Corporate Finance, Valuation, Venture Capital, Mergers, Financial Modeling, Equities, Due Diligence, Investments, Business Strategy, Financial Analysis, Hedge Funds, Corporate Development, Equity Research, M&A experience, Fixed Income, Portfolio Management, Start-ups, LBO, Strategy, Management, Acquisitions, Strategic Partnerships, Executive Management, Finance
Education
University of Chicago 1971 — 1973
MBA, Finance and Economics
The Johns Hopkins University 1967 — 1971
Bachelor's Degree, Electrical and Electronics Engineering
Headwaters MB April 2014 - Present
Roth Capital Partners June 2012 - March 2014
Needham & Company. March 2004 - June 2012
Scient 2000 - 2002
Electronic Data Systems 1999 - 2000
Borden January 1995 - August 1998
Bear Stearns April 1987 - December 1994
Skills
Investment Banking, Capital Markets, Private Equity, Corporate Finance, Valuation, Venture Capital, Mergers, Financial Modeling, Equities, Due Diligence, Investments, Business Strategy, Financial Analysis, Hedge Funds, Corporate Development, Equity Research, M&A experience, Fixed Income, Portfolio Management, Start-ups, LBO, Strategy, Management, Acquisitions, Strategic Partnerships, Executive Management, Finance
Education
University of Chicago 1971 — 1973
MBA, Finance and Economics
The Johns Hopkins University 1967 — 1971
Bachelor's Degree, Electrical and Electronics Engineering
Christopher Ippolito Christopher Ippolito's Headwaters MB Experience September 2014 - May 2015
Job Investment Banking Analyst Intern at Threadstone Advisors
Industry Banking
Experience
Threadstone Advisors May 2015 - August 2015
Headwaters MB September 2014 - May 2015
Hapoalim Securities USA, Inc. June 2014 - August 2014
Utrecht Art Supplies July 2013 - August 2013
Nordstrom June 2012 - August 2012
Skills
Research, Valuation, Financial Analysis, Bloomberg Software, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, C++, Public Speaking, Customer Service, Teamwork, Social Media, Retail, Sales, Bloomberg, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Economics and Finance
University of Virginia 2013 — 2013
Study Abroad
Threadstone Advisors May 2015 - August 2015
Headwaters MB September 2014 - May 2015
Hapoalim Securities USA, Inc. June 2014 - August 2014
Utrecht Art Supplies July 2013 - August 2013
Nordstrom June 2012 - August 2012
Skills
Research, Valuation, Financial Analysis, Bloomberg Software, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, C++, Public Speaking, Customer Service, Teamwork, Social Media, Retail, Sales, Bloomberg, Financial Modeling
Education
Bentley University 2011 — 2015
Bachelor’s Degree, Economics and Finance
University of Virginia 2013 — 2013
Study Abroad
Troy Sampson's Headwaters MB Experience September 2015 - Present
Job Investment Banking Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2015 - Present
KeyBank July 2014 - September 2015
New Direx, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Research, Teaching, Editing, Social Media, Windows, Outlook, Negotiation, Statistical Data..., Eviews, Stata, Public Speaking, QuickBooks, forwarder logic, Underwriting, Valuation, Financial Modeling, Credit Analysis, Financial Projection, Leveraged Finance, Leveraged Lending, M&A Advisory Services
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Melbourne 2013 — 2013
Chaminade High School 2006 — 2010
High School
Headwaters MB September 2015 - Present
KeyBank July 2014 - September 2015
New Direx, Inc. May 2013 - August 2013
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Research, Teaching, Editing, Social Media, Windows, Outlook, Negotiation, Statistical Data..., Eviews, Stata, Public Speaking, QuickBooks, forwarder logic, Underwriting, Valuation, Financial Modeling, Credit Analysis, Financial Projection, Leveraged Finance, Leveraged Lending, M&A Advisory Services
Education
Wesleyan University 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Melbourne 2013 — 2013
Chaminade High School 2006 — 2010
High School
Sid Salvi Sid Salvi's Headwaters MB Experience March 2012 - May 2012
Job Senior Consultant at Kurt Salmon
Industry Management Consulting
Experience
Kurt Salmon June 2014 - Present
MMA January 2014 - May 2014
MMA March 2013 - December 2013
NERA Economic Consulting July 2012 - March 2013
Headwaters MB March 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Barclays Capital June 2010 - August 2010
Sierra Leone Plymouth Partnership May 2009 - August 2009
Skills
Financial Modeling, Economics, Research, Data Analysis, Investment Banking, Microsoft Excel, Analytics, SAS, PowerPoint, Statistics, Analysis, Marketing Strategy, SQL, Enterprise Valuation, Market Research, Project Management, Stata, Policy Analysis, Consulting
Education
Amherst College 2007 — 2011
BA, Economics, Sociology
Naperville North High School 2002 — 2006
Avery Coonley School
Kurt Salmon June 2014 - Present
MMA January 2014 - May 2014
MMA March 2013 - December 2013
NERA Economic Consulting July 2012 - March 2013
Headwaters MB March 2012 - May 2012
Goldman Sachs June 2011 - August 2011
Barclays Capital June 2010 - August 2010
Sierra Leone Plymouth Partnership May 2009 - August 2009
Skills
Financial Modeling, Economics, Research, Data Analysis, Investment Banking, Microsoft Excel, Analytics, SAS, PowerPoint, Statistics, Analysis, Marketing Strategy, SQL, Enterprise Valuation, Market Research, Project Management, Stata, Policy Analysis, Consulting
Education
Amherst College 2007 — 2011
BA, Economics, Sociology
Naperville North High School 2002 — 2006
Avery Coonley School
Michael Cenisio's Headwaters MB Experience June 2013 - October 2013
Job Senior Analyst at Morgan Partners LLC
Industry Investment Banking
Experience
Morgan Partners LLC September 2015 - Present
Herron & Associates, LLC November 2013 - September 2015
Headwaters MB June 2013 - October 2013
BDA May 2012 - July 2012
Clariant May 2011 - July 2011
Skills
Teamwork, M&A experience, Team Leadership, Microsoft Office, Leadership, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Networking, Team Management, Entrepreneurship, Social Networking, Mergers & Acquisitions, Communication Skills, Bilingual, Capital IQ, M&A analysis, M&A Modeling, Market Research, Clinical Research, New Business Development, Microsoft Excel, Pitch Books, Financial Statements, Financial Statement..., Carve-out Financial..., Consolidated Financial..., Business Valuation, Corporate Development, Finance, Strategy, Corporate Finance, Enterprise Valuation, DCF, Industry Research, Marketing, Sell Side, DCF Valuation, Divestitures, Deal Sourcing, Buy-side, Company Valuation, Cold Calling, Managing Database, Data Entry, Confidentiality, Acquisitions, PowerPoint
Education
Salve Regina University 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General, Graduate
Wall Street Prep 2013 — 2013
Financial & Valuation Modeling
Curry College 2009 — 2011
None, Business Administration and Management, General
Morgan Partners LLC September 2015 - Present
Herron & Associates, LLC November 2013 - September 2015
Headwaters MB June 2013 - October 2013
BDA May 2012 - July 2012
Clariant May 2011 - July 2011
Skills
Teamwork, M&A experience, Team Leadership, Microsoft Office, Leadership, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Networking, Team Management, Entrepreneurship, Social Networking, Mergers & Acquisitions, Communication Skills, Bilingual, Capital IQ, M&A analysis, M&A Modeling, Market Research, Clinical Research, New Business Development, Microsoft Excel, Pitch Books, Financial Statements, Financial Statement..., Carve-out Financial..., Consolidated Financial..., Business Valuation, Corporate Development, Finance, Strategy, Corporate Finance, Enterprise Valuation, DCF, Industry Research, Marketing, Sell Side, DCF Valuation, Divestitures, Deal Sourcing, Buy-side, Company Valuation, Cold Calling, Managing Database, Data Entry, Confidentiality, Acquisitions, PowerPoint
Education
Salve Regina University 2011 — 2013
Bachelor of Arts (B.A.), Business Administration and Management, General, Graduate
Wall Street Prep 2013 — 2013
Financial & Valuation Modeling
Curry College 2009 — 2011
None, Business Administration and Management, General
Seth Walters's Headwaters MB Experience June 2013 - August 2013
Job Corporate & Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi June 2014 - Present
Vivint Solar January 2014 - May 2014
Headwaters MB June 2013 - August 2013
BlackRock January 2013 - May 2013
East West Bank May 2011 - January 2013
Scalar Partners September 2012 - December 2012
Missionary Training Center November 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints September 2008 - August 2010
Skills
Chinese, Public Speaking, Valuation, Finance, Loans, Portfolio Management, Bloomberg Terminal, Teaching, Bloomberg, Capital IQ, Credit, Banking, Mergers & Acquisitions, Divestitures, Investment Banking, Corporate Finance, Financial Analysis, Microsoft Excel, Mandarin, Financial Modeling
Education
Brigham Young University 2007 — 2013
Bachelor of Arts, Chinese Language and Literature, 3.77
Citi June 2014 - Present
Vivint Solar January 2014 - May 2014
Headwaters MB June 2013 - August 2013
BlackRock January 2013 - May 2013
East West Bank May 2011 - January 2013
Scalar Partners September 2012 - December 2012
Missionary Training Center November 2010 - April 2011
The Church of Jesus Christ of Latter-day Saints September 2008 - August 2010
Skills
Chinese, Public Speaking, Valuation, Finance, Loans, Portfolio Management, Bloomberg Terminal, Teaching, Bloomberg, Capital IQ, Credit, Banking, Mergers & Acquisitions, Divestitures, Investment Banking, Corporate Finance, Financial Analysis, Microsoft Excel, Mandarin, Financial Modeling
Education
Brigham Young University 2007 — 2013
Bachelor of Arts, Chinese Language and Literature, 3.77
David Folkman David Folkman's Headwaters MB Experience December 2014 - Present
Job Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB December 2014 - Present
State Street June 2014 - September 2014
Boston College September 2013 - May 2014
The Folkman Development Corporation July 2012 - August 2013
University of Vermont May 2009 - July 2012
Skills
Research, SPSS, R, Matlab, SAS, Stata, Economics, Mathematica, Financial Modeling, Valuation, Microsoft Excel, Quantitative Analytics, Microsoft Office, Analysis, Econometrics
Education
Boston College - Carroll School of Management 2013 — 2014
Master's Degree, Finance, General
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Business Administration - Finance Concentration, Magna Cum Laude
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics, Cum Laude
Bishop Feehan High School 2004 — 2007
Headwaters MB December 2014 - Present
State Street June 2014 - September 2014
Boston College September 2013 - May 2014
The Folkman Development Corporation July 2012 - August 2013
University of Vermont May 2009 - July 2012
Skills
Research, SPSS, R, Matlab, SAS, Stata, Economics, Mathematica, Financial Modeling, Valuation, Microsoft Excel, Quantitative Analytics, Microsoft Office, Analysis, Econometrics
Education
Boston College - Carroll School of Management 2013 — 2014
Master's Degree, Finance, General
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Business Administration - Finance Concentration, Magna Cum Laude
University of Vermont 2007 — 2011
Bachelor of Science (B.S.), Applied Mathematics, Cum Laude
Bishop Feehan High School 2004 — 2007
Greg Throckmorton Greg Throckmorton's Headwaters MB Experience August 2008 - December 2009
Job Associate at Quadriga Partners
Industry Financial Services
Experience
Quadriga Partners February 2012 - Present
St. Charles Capital March 2011 - February 2012
Green Manning & Bunch December 2009 - March 2011
Headwaters MB August 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Mergers & Acquisitions, Healthcare
Education
University of Denver 2004 — 2008
Bachelor of Business Administration in Finance, Minors in Accounting and Economics
Quadriga Partners February 2012 - Present
St. Charles Capital March 2011 - February 2012
Green Manning & Bunch December 2009 - March 2011
Headwaters MB August 2008 - December 2009
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Mergers & Acquisitions, Healthcare
Education
University of Denver 2004 — 2008
Bachelor of Business Administration in Finance, Minors in Accounting and Economics
Burke Smith Burke Smith's Headwaters MB Experience November 2014 - Present
Job Managing Director, Transportation & Logistics: Helping Business Owners Build & Realize Value through M&A
Industry Investment Banking
Experience
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
Jeff Tiani Jeff Tiani's Headwaters MB Experience July 2012 - April 2015
Job Associate at GarMark Partners
Industry Venture Capital & Private Equity
Experience
GarMark Partners May 2015 - Present
Headwaters MB July 2012 - April 2015
Bank of America Merrill Lynch May 2011 - July 2012
J.P. Morgan 2007 - 2010
Skills
Financial Modeling, Valuation, Mezzanine, Private Equity, M&A experience, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Capital IQ, Corporate Development, Business Valuation, Equities, Investments, Corporate Finance, Bloomberg, Hedge Funds, Venture Capital, Financial Analysis, Capital Markets
Education
The University of Connecticut 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 4.0/4.0 GPA
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Communications
GarMark Partners May 2015 - Present
Headwaters MB July 2012 - April 2015
Bank of America Merrill Lynch May 2011 - July 2012
J.P. Morgan 2007 - 2010
Skills
Financial Modeling, Valuation, Mezzanine, Private Equity, M&A experience, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Capital IQ, Corporate Development, Business Valuation, Equities, Investments, Corporate Finance, Bloomberg, Hedge Funds, Venture Capital, Financial Analysis, Capital Markets
Education
The University of Connecticut 2010 — 2012
Master of Business Administration (M.B.A.), Finance, 4.0/4.0 GPA
Quinnipiac University 2002 — 2006
Bachelor of Arts (B.A.), Communications
Rajendra (Raj) Prasad Rajendra (Raj) Prasad's Headwaters MB Experience January 2015 - May 2015
Job Private Equity Analyst Intern at Resource Capital Funds and CFA Level 3 Passed
Industry Financial Services
Experience
Resource Capital Funds May 2015 - Present
Graduate Student Government (GSG) - Colorado School of Mines April 2015 - Present
Colorado School of Mines February 2015 - August 2015
Headwaters MB January 2015 - May 2015
Coal India Limited August 2011 - August 2014
SAIL May 2009 - June 2009
Tata Steel May 2008 - June 2008
Skills
Corporate Finance, Management, Strategic Planning, Financial Modeling, Portfolio Management, Energy, Valuation, Analysis, Coal Mining, Market Risk, Financial Analysis, Research, Credit Risk, Fixed Income, Quantitative Analytics, Due Diligence, Mining Asset Valuation, Statistical Modeling, R, Geological Mapping, Drilling, Strategy
Education
Colorado School of Mines 2014 — 2015
Master’s Degree, Mineral and Energy Economics, 3.7/4.0
IIT Kharagpur 2011 — 2011
Executive Development Programme
Indian School of Mines 2007 — 2011
Bachelor’s Degree, Mining Engineering, First Class
Resource Capital Funds May 2015 - Present
Graduate Student Government (GSG) - Colorado School of Mines April 2015 - Present
Colorado School of Mines February 2015 - August 2015
Headwaters MB January 2015 - May 2015
Coal India Limited August 2011 - August 2014
SAIL May 2009 - June 2009
Tata Steel May 2008 - June 2008
Skills
Corporate Finance, Management, Strategic Planning, Financial Modeling, Portfolio Management, Energy, Valuation, Analysis, Coal Mining, Market Risk, Financial Analysis, Research, Credit Risk, Fixed Income, Quantitative Analytics, Due Diligence, Mining Asset Valuation, Statistical Modeling, R, Geological Mapping, Drilling, Strategy
Education
Colorado School of Mines 2014 — 2015
Master’s Degree, Mineral and Energy Economics, 3.7/4.0
IIT Kharagpur 2011 — 2011
Executive Development Programme
Indian School of Mines 2007 — 2011
Bachelor’s Degree, Mining Engineering, First Class
Davey Gibian's Headwaters MB Experience July 2013 - August 2015
Job Research | Technology | Investment
Industry International Trade and Development
Experience
Symkala December 2014 - Present
Office:MG August 2013 - Present
Headwaters MB July 2013 - August 2015
U.S. House of Representatives October 2014 - February 2015
Seth Moulton for Congress December 2012 - February 2015
Fahrenheit 212 June 2013 - January 2015
3D Hubs August 2013 - February 2014
Duff & Phelps July 2012 - June 2013
Scottish American Capital August 2010 - July 2012
Top Ranked, LLC March 2009 - April 2012
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Departmental Honors
The London School of Economics and Political Science (LSE)
Symkala December 2014 - Present
Office:MG August 2013 - Present
Headwaters MB July 2013 - August 2015
U.S. House of Representatives October 2014 - February 2015
Seth Moulton for Congress December 2012 - February 2015
Fahrenheit 212 June 2013 - January 2015
3D Hubs August 2013 - February 2014
Duff & Phelps July 2012 - June 2013
Scottish American Capital August 2010 - July 2012
Top Ranked, LLC March 2009 - April 2012
Education
Columbia University in the City of New York
Bachelor of Arts (BA), Departmental Honors
The London School of Economics and Political Science (LSE)
Dominic Cervi Dominic Cervi's Headwaters MB Experience June 2015 - Present
Job Investment Banking Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2015 - Present
Headwaters MB March 2015 - June 2015
University of Denver January 2015 - June 2015
Continuum Energy May 2014 - February 2015
Vernon L. Smith and Associates September 2012 - December 2012
Celtic Football Club June 2008 - June 2012
United States Soccer Federation March 2008 - August 2011
Skills
Social Networking, Marketing, Microsoft Office, Microsoft Excel, Social Media, Public Relations, Public Speaking, Finance, Microsoft Word, Leadership, Sports Marketing, PowerPoint, Team Leadership, Accounting, Financial Modeling, Financial Analysis, Analysis, Management
Education
University of Denver 2013 — 2015
BSBA, Finance and Accounting
University of Tulsa 2004 — 2007
Headwaters MB June 2015 - Present
Headwaters MB March 2015 - June 2015
University of Denver January 2015 - June 2015
Continuum Energy May 2014 - February 2015
Vernon L. Smith and Associates September 2012 - December 2012
Celtic Football Club June 2008 - June 2012
United States Soccer Federation March 2008 - August 2011
Skills
Social Networking, Marketing, Microsoft Office, Microsoft Excel, Social Media, Public Relations, Public Speaking, Finance, Microsoft Word, Leadership, Sports Marketing, PowerPoint, Team Leadership, Accounting, Financial Modeling, Financial Analysis, Analysis, Management
Education
University of Denver 2013 — 2015
BSBA, Finance and Accounting
University of Tulsa 2004 — 2007
Leigh Hudson's Headwaters MB Experience June 2015 - Present
Job Managing Director, Consumer Group at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2015 - Present
Viant Group, LLC March 2010 - Present
Vrolyk & Company April 1990 - March 2010
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Corporate Development, Financial Modeling, Mergers & Acquisitions, Investment Banking, Start-ups, Valuation, Venture Capital, Due Diligence, Private Placements, Business Strategy, Entrepreneurship, Strategy, M&A experience, Mergers
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, Engineering
Headwaters MB June 2015 - Present
Viant Group, LLC March 2010 - Present
Vrolyk & Company April 1990 - March 2010
Drexel Burnham Lambert 1985 - 1990
Skills
Private Equity, Corporate Development, Financial Modeling, Mergers & Acquisitions, Investment Banking, Start-ups, Valuation, Venture Capital, Due Diligence, Private Placements, Business Strategy, Entrepreneurship, Strategy, M&A experience, Mergers
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, Engineering
Kellen Blackman's Headwaters MB Experience July 2015 - Present
Job Data Analyst at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB July 2015 - Present
Actuary in Training January 2015 - Present
Dunkley Music July 2013 - January 2015
Waddell & Reed February 2013 - July 2013
Skills
Java, Statistics, Linear Algebra, Financial Analysis, Customer Service, Microsoft Office, Risk Management, Statistical Data..., Data Entry, Computational Physics, Astrophysics, Microsoft Excel, R, Time Management, Research, C, SQL, Social Media, Data Analysis, PowerPoint, Leadership, Matlab, Microsoft Word
Education
Boise State University 2008 — 2014
Bachelor's Degree, Mathematics
Headwaters MB July 2015 - Present
Actuary in Training January 2015 - Present
Dunkley Music July 2013 - January 2015
Waddell & Reed February 2013 - July 2013
Skills
Java, Statistics, Linear Algebra, Financial Analysis, Customer Service, Microsoft Office, Risk Management, Statistical Data..., Data Entry, Computational Physics, Astrophysics, Microsoft Excel, R, Time Management, Research, C, SQL, Social Media, Data Analysis, PowerPoint, Leadership, Matlab, Microsoft Word
Education
Boise State University 2008 — 2014
Bachelor's Degree, Mathematics
David Gebhardt's Headwaters MB Experience January 2013 - June 2013
Job Financial Planning and Analysis Lead at Zayo Group
Industry Telecommunications
Experience
Zayo Group October 2013 - Present
Zayo Group June 2013 - October 2013
Headwaters MB January 2013 - June 2013
National Park Service April 2011 - October 2012
Ozaukee Country Club April 2004 - August 2010
Skills
Microsoft Office, Analysis, Interpersonal..., Interpersonal Leadership, Business Intelligence, Business Development
Education
University of Denver 2012 — 2013
Master of Business Administration (MBA)
University of Denver 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Marquette University High School 2004 — 2008
High School Diploma
Zayo Group October 2013 - Present
Zayo Group June 2013 - October 2013
Headwaters MB January 2013 - June 2013
National Park Service April 2011 - October 2012
Ozaukee Country Club April 2004 - August 2010
Skills
Microsoft Office, Analysis, Interpersonal..., Interpersonal Leadership, Business Intelligence, Business Development
Education
University of Denver 2012 — 2013
Master of Business Administration (MBA)
University of Denver 2008 — 2012
Bachelor of Science (BS), Political Science and Government
Marquette University High School 2004 — 2008
High School Diploma
Daniel Sznewajs Daniel Sznewajs's Headwaters MB Experience September 2013 - May 2014
Job Director of Corporate Development & Strategy at NBH Bank, N.A.
Industry Investment Banking
Experience
NBH Bank, N.A. May 2014 - Present
Headwaters MB September 2013 - May 2014
Goldman Sachs 2008 - September 2013
Federal Reserve Bank of Chicago 2001 - 2006
Skills
Financial Modeling, Financial Institutions, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Development, Financial Services, Banking, Business Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, Management and Strategy, Management and Organization
Washington University in St. Louis 1997 — 2001
BSBA, Finance, Management, International Business
NBH Bank, N.A. May 2014 - Present
Headwaters MB September 2013 - May 2014
Goldman Sachs 2008 - September 2013
Federal Reserve Bank of Chicago 2001 - 2006
Skills
Financial Modeling, Financial Institutions, Due Diligence, Financial Analysis, Mergers & Acquisitions, Corporate Development, Financial Services, Banking, Business Strategy
Education
Northwestern University - Kellogg School of Management 2006 — 2008
Master of Business Administration (MBA), Finance, Management and Strategy, Management and Organization
Washington University in St. Louis 1997 — 2001
BSBA, Finance, Management, International Business
James Ding's Headwaters MB Experience May 2014 - August 2014
Job Equity Research Associate at Raymond James
Industry Investment Banking
Experience
Raymond James Financial, Inc. June 2015 - Present
Headwaters MB May 2014 - August 2014
Avison Young Commercial Real Estate May 2013 - August 2013
The Management Trust May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Time Management, Microsoft Office, Data Analysis, Access, Accounting, Customer Service, Outlook, QuickBooks, SAP, Spanish
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Accounting Minor
Northwood High
Raymond James Financial, Inc. June 2015 - Present
Headwaters MB May 2014 - August 2014
Avison Young Commercial Real Estate May 2013 - August 2013
The Management Trust May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Financial Analysis, PowerPoint, Financial Accounting, Teamwork, Microsoft Word, Time Management, Microsoft Office, Data Analysis, Access, Accounting, Customer Service, Outlook, QuickBooks, SAP, Spanish
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Accounting Minor
Northwood High
David Francione David Francione's Headwaters MB Experience September 2010 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB September 2010 - Present
Silverwood Partners 2004 - 2010
Elcom 1999 - 2004
Skills
Investment Banking, Strategy, Business Strategy, LBO, Mergers & Acquisitions, Corporate Finance
Education
The University of Connecticut School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Central Connecticut State University
Bachelor's Degree, Finance
Headwaters MB September 2010 - Present
Silverwood Partners 2004 - 2010
Elcom 1999 - 2004
Skills
Investment Banking, Strategy, Business Strategy, LBO, Mergers & Acquisitions, Corporate Finance
Education
The University of Connecticut School of Business 1994 — 1996
Master of Business Administration (M.B.A.), Finance
Central Connecticut State University
Bachelor's Degree, Finance
Ali Jamal Ali Jamal's Headwaters MB Experience August 2007 - April 2008
Job Director of Product Strategy and Insights Public Speaker Entrepreneur Startup Advisor Data Scientist
Industry Internet
Experience
RockYou July 2013 - Present
RockYou July 2014 - May 2015
RockYou March 2014 - July 2014
RockYou July 2013 - March 2014
Zynga January 2013 - June 2013
Maxim Integrated Products September 2010 - January 2013
ArchPoint Partners January 2010 - July 2010
Financo, Inc. September 2008 - June 2009
Headwaters MB August 2007 - April 2008
523 Capital June 2006 - January 2007
Skills
Analytics, Strategy, Business Strategy, Financial Modeling, Start-ups, Data Analysis, Venture Capital, Product Management, Data Science, Financial Analysis, Private Equity, Quantitative Analysis, Investment Banking, Competitive Analysis, Market Research, Due Diligence, Corporate Finance, Investments, Marketing Strategy, Statistics, Market Analysis, Mergers & Acquisitions, Business Development, Entrepreneurship, Entrepreneur, Monetization, Mobile Devices, Optimization, Hadoop, Corporate Development, Hedge Funds, Data Mining, E-commerce, Quantitative Analytics, Product Development, Product Strategy, Cross-functional Team..., Strategic Analysis, SQL, Big Data, R, Apache Pig, Mobile Applications, Management, Leadership, SaaS, Go-to-market Strategy, Product Marketing, Agile Methodologies, Enterprise Software
Education
Stanford University 2006 — 2007
Masters of Science, Statistics
Stanford University 2002 — 2006
BA, Economics
Virginia Secondary School 1989 — 2002
RockYou July 2013 - Present
RockYou July 2014 - May 2015
RockYou March 2014 - July 2014
RockYou July 2013 - March 2014
Zynga January 2013 - June 2013
Maxim Integrated Products September 2010 - January 2013
ArchPoint Partners January 2010 - July 2010
Financo, Inc. September 2008 - June 2009
Headwaters MB August 2007 - April 2008
523 Capital June 2006 - January 2007
Skills
Analytics, Strategy, Business Strategy, Financial Modeling, Start-ups, Data Analysis, Venture Capital, Product Management, Data Science, Financial Analysis, Private Equity, Quantitative Analysis, Investment Banking, Competitive Analysis, Market Research, Due Diligence, Corporate Finance, Investments, Marketing Strategy, Statistics, Market Analysis, Mergers & Acquisitions, Business Development, Entrepreneurship, Entrepreneur, Monetization, Mobile Devices, Optimization, Hadoop, Corporate Development, Hedge Funds, Data Mining, E-commerce, Quantitative Analytics, Product Development, Product Strategy, Cross-functional Team..., Strategic Analysis, SQL, Big Data, R, Apache Pig, Mobile Applications, Management, Leadership, SaaS, Go-to-market Strategy, Product Marketing, Agile Methodologies, Enterprise Software
Education
Stanford University 2006 — 2007
Masters of Science, Statistics
Stanford University 2002 — 2006
BA, Economics
Virginia Secondary School 1989 — 2002
Ning Jin's Headwaters MB Experience September 2014 - March 2015
Job Financial Analyst at SunShare
Industry Renewables & Environment
Experience
SunShare April 2015 - Present
Headwaters MB September 2014 - March 2015
Enfusion, LLC March 2014 - August 2014
DU Investment Banking & Capital Markets Club February 2013 - March 2014
Arrow Electronics June 2013 - August 2013
Janco Partners March 2013 - August 2013
PEMMP Program June 2013 - July 2013
Stay Tuned Capital LLC March 2013 - July 2013
Arrow Electronics June 2012 - August 2012
Bank of China April 2011 - July 2011
Skills
Financial Modeling, Economics, Forecasting, Equity Research, Valuation, SQL, PowerPivot, MS Excel Pivot Tables, Microsoft Excel, Due Diligence, Analysis, Derivatives, Portfolio Management, Investments, Bloomberg, Data Analysis, Finance, Venture Capital, Private Equity, Investment Banking
Education
University of Denver - Daniels College of Business 2011 — 2013
Master, Finance
SunShare April 2015 - Present
Headwaters MB September 2014 - March 2015
Enfusion, LLC March 2014 - August 2014
DU Investment Banking & Capital Markets Club February 2013 - March 2014
Arrow Electronics June 2013 - August 2013
Janco Partners March 2013 - August 2013
PEMMP Program June 2013 - July 2013
Stay Tuned Capital LLC March 2013 - July 2013
Arrow Electronics June 2012 - August 2012
Bank of China April 2011 - July 2011
Skills
Financial Modeling, Economics, Forecasting, Equity Research, Valuation, SQL, PowerPivot, MS Excel Pivot Tables, Microsoft Excel, Due Diligence, Analysis, Derivatives, Portfolio Management, Investments, Bloomberg, Data Analysis, Finance, Venture Capital, Private Equity, Investment Banking
Education
University of Denver - Daniels College of Business 2011 — 2013
Master, Finance
Logan Ward Logan Ward's Headwaters MB Experience June 2008 - June 2009
Job Regional Operations Director at DaVita
Industry Hospital & Health Care
Experience
DaVita Kidney Care March 2015 - Present
DaVita June 2014 - March 2015
DaVita April 2013 - May 2014
DaVita May 2011 - April 2013
LW Holdings July 2009 - March 2011
Granada Advisors November 2009 - October 2010
Headwaters MB June 2008 - June 2009
EPIC Ventures 2007 - 2008
Skills
Mergers, Strategy, Business Development, Consulting, Healthcare, Venture Financing, Financial Modeling, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Leadership, Finance, Market Research, Management Consulting, Start-ups, Investment Banking, Business Strategy, Corporate Finance, Strategic Planning, Business Intelligence, Strategic Consulting, Team Leadership, Forecasting
Education
Brigham Young University - Idaho
DaVita Kidney Care March 2015 - Present
DaVita June 2014 - March 2015
DaVita April 2013 - May 2014
DaVita May 2011 - April 2013
LW Holdings July 2009 - March 2011
Granada Advisors November 2009 - October 2010
Headwaters MB June 2008 - June 2009
EPIC Ventures 2007 - 2008
Skills
Mergers, Strategy, Business Development, Consulting, Healthcare, Venture Financing, Financial Modeling, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, Entrepreneurship, Leadership, Finance, Market Research, Management Consulting, Start-ups, Investment Banking, Business Strategy, Corporate Finance, Strategic Planning, Business Intelligence, Strategic Consulting, Team Leadership, Forecasting
Education
Brigham Young University - Idaho
Kevin Slocum's Headwaters MB Experience June 2014 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Headwaters MB June 2014 - Present
M.M. Dillon & Co. May 2010 - June 2014
Greenwich Technology Advisors January 2004 - June 2010
SoundView Technology Group April 1996 - January 2004
Bentley Capital August 1994 - January 1996
Zweig Dimenna Partners April 1992 - August 1994
Kidder Peabody September 1991 - April 1992
Lehman Brothers September 1989 - September 1991
SoundView Technology Group August 1986 - August 1989
L F Rothschild Unterberg Towbin July 1981 - August 1986
Skills
Finance, Investment Banking, Management, Equities, Mergers & Acquisitions, Equity Research, Valuation, Investments, Financial Modeling, Restructuring, Business Strategy, Start-ups, Private Equity, Mergers, Venture Capital, Telecommunications, Hedge Funds, Financial Advisory
Education
University of Connecticut 1972 — 1976
BA, Economics
Samuel L. Hill Samuel L. Hill's Headwaters MB Experience November 2013 - Present
Job Managing Director at Headwaters MB
Industry Financial Services
Experience
Headwaters MB November 2013 - Present
Barrier March 2012 - October 2013
Alliance Oil and Gas Partners, LLC May 2010 - March 2012
HSAdvisors, LLC January 2008 - March 2012
Crédit Agricole CIB August 1989 - January 2008
BNP Paribas March 1988 - August 1989
Bank of America January 1982 - March 1988
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Investments, Portfolio Management, Due Diligence, Financial Structuring, Structured Finance, Capital Markets, Executive Management, Banking, Hedge Funds, Financial Analysis, Mergers, Financial Modeling, Leveraged Finance, Asset Based Lending, Venture Capital, Business Strategy, Asset Management, Restructuring, Valuation
Education
Texas Tech University - Rawls College of Business 1980 — 1981
MBA, Finance and Economics
Texas Tech University 1975 — 1979
BS, Applied Economics and Finance
Headwaters MB November 2013 - Present
Barrier March 2012 - October 2013
Alliance Oil and Gas Partners, LLC May 2010 - March 2012
HSAdvisors, LLC January 2008 - March 2012
Crédit Agricole CIB August 1989 - January 2008
BNP Paribas March 1988 - August 1989
Bank of America January 1982 - March 1988
Skills
Mergers & Acquisitions, Corporate Finance, Investment Banking, Private Equity, Investments, Portfolio Management, Due Diligence, Financial Structuring, Structured Finance, Capital Markets, Executive Management, Banking, Hedge Funds, Financial Analysis, Mergers, Financial Modeling, Leveraged Finance, Asset Based Lending, Venture Capital, Business Strategy, Asset Management, Restructuring, Valuation
Education
Texas Tech University - Rawls College of Business 1980 — 1981
MBA, Finance and Economics
Texas Tech University 1975 — 1979
BS, Applied Economics and Finance
Christos Kyriazi's Headwaters MB Experience November 2012 - September 2013
Job Stephen M. Ross School of Business, Master of Accounting
Industry Financial Services
Experience
Headwaters MB November 2012 - September 2013
Ted's Clothiers 2010 - November 2012
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Sales, Investment Banking, Finance, Financial Reporting, Private Equity, Analysis, Data Analysis, Financial Analysis, Strategic Financial..., Accounting, Customer Service, Financial Modeling, Microsoft Office, Python, Valuation, Capital IQ, Investments, Economics, LBO, Equity Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master’s Degree, Accounting
Villanova University 2014 — 2015
Master's Degree, Finance, General
University of Denver - Daniels College of Business 2010 — 2014
BSBA, Finance, Accounting Minor
Headwaters MB November 2012 - September 2013
Ted's Clothiers 2010 - November 2012
Skills
Microsoft Excel, Microsoft Word, Research, PowerPoint, Management, Sales, Investment Banking, Finance, Financial Reporting, Private Equity, Analysis, Data Analysis, Financial Analysis, Strategic Financial..., Accounting, Customer Service, Financial Modeling, Microsoft Office, Python, Valuation, Capital IQ, Investments, Economics, LBO, Equity Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2016
Master’s Degree, Accounting
Villanova University 2014 — 2015
Master's Degree, Finance, General
University of Denver - Daniels College of Business 2010 — 2014
BSBA, Finance, Accounting Minor
Jeffrey Schottler, CFA's Headwaters MB Experience February 2010 - June 2012
Job Managing Director at Colorado Financial Service Corporation
Industry Financial Services
Experience
Colorado Financial Service Corporation August 2014 - Present
OnPoint Venture Advisors July 2012 - Present
United States Army Reserve September 2002 - Present
Headwaters MB February 2010 - June 2012
ClearCreek Partners January 2006 - February 2010
Kenosha Capital February 2002 - March 2004
First Data Corp November 2000 - January 2002
Qwest Wireless November 1998 - October 2000
1-157th FA, Colorado Army National Guard February 1989 - March 1999
Roth Capital Partners April 1996 - June 1998
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, Start-ups, Strategy, Corporate Development, Valuation, Executive Management, Investment Banking, Strategic Planning, Investments, Business Strategy, Financial Analysis, Leadership, Finance, Entrepreneurship, M&A experience, Business Development, Capital Markets, Acquisitions, Equities, Emerging Markets, Portfolio Management, Strategic Advisory, Competitive Analysis, Equity Research, Cross-functional Team...
Education
University of Colorado Denver 1994 — 1997
Master of Science (MS), Finance
Colorado State University 1988 — 1991
Bachelor of Science (BS), Business Administration
University of Nebraska-Lincoln 1987 — 1988
Colorado Financial Service Corporation August 2014 - Present
OnPoint Venture Advisors July 2012 - Present
United States Army Reserve September 2002 - Present
Headwaters MB February 2010 - June 2012
ClearCreek Partners January 2006 - February 2010
Kenosha Capital February 2002 - March 2004
First Data Corp November 2000 - January 2002
Qwest Wireless November 1998 - October 2000
1-157th FA, Colorado Army National Guard February 1989 - March 1999
Roth Capital Partners April 1996 - June 1998
Skills
Mergers & Acquisitions, Private Equity, Venture Capital, Financial Modeling, Corporate Finance, Due Diligence, Start-ups, Strategy, Corporate Development, Valuation, Executive Management, Investment Banking, Strategic Planning, Investments, Business Strategy, Financial Analysis, Leadership, Finance, Entrepreneurship, M&A experience, Business Development, Capital Markets, Acquisitions, Equities, Emerging Markets, Portfolio Management, Strategic Advisory, Competitive Analysis, Equity Research, Cross-functional Team...
Education
University of Colorado Denver 1994 — 1997
Master of Science (MS), Finance
Colorado State University 1988 — 1991
Bachelor of Science (BS), Business Administration
University of Nebraska-Lincoln 1987 — 1988
Frank Hundley's Headwaters MB Experience December 2014 - Present
Job
Industry Investment Banking
Experience
Headwaters MB December 2014 - Present
River Road Partners, LLC September 2007 - Present
NextMed October 2011 - June 2013
CyraCom May 2006 - May 2007
Self-employed July 2004 - February 2006
Service Corporation International August 2002 - November 2003
Service Corporatin International March 2000 - August 2002
Bank of America Securities August 1988 - February 2000
Chicago Board of Trade 1982 - 1985
Skills
Corporate Finance, Mergers, Strategic Planning, Restructuring, Business Strategy, Succession Planning, Marketing, Managerial Finance, Financial Analysis, Business Planning, Due Diligence, Start-ups, Mergers & Acquisitions, Finance, Financial Modeling, Marketing Strategy, Healthcare, Financial Services, Business Services, Bankruptcy, Interim Management, Leadership, Management Consulting, Executive Management, Entrepreneurship, Venture Capital, Private Equity, Corporate Development, Strategy, Business Development, Acquisition Integration, Divestitures, Investor Relations, Valuation, M&A experience, Acquisitions, Business Valuation, Angel Investing, Leveraged Finance, IPO, Capital, Management, Turn Around Management, Debt Restructuring, Business Restructures
Education
Emory University 1985 — 1987
MBA
Vanderbilt University 1978 — 1982
BS, Engineering Science and Business Administration
BPC 51
Highland Park High School
Headwaters MB December 2014 - Present
River Road Partners, LLC September 2007 - Present
NextMed October 2011 - June 2013
CyraCom May 2006 - May 2007
Self-employed July 2004 - February 2006
Service Corporation International August 2002 - November 2003
Service Corporatin International March 2000 - August 2002
Bank of America Securities August 1988 - February 2000
Chicago Board of Trade 1982 - 1985
Skills
Corporate Finance, Mergers, Strategic Planning, Restructuring, Business Strategy, Succession Planning, Marketing, Managerial Finance, Financial Analysis, Business Planning, Due Diligence, Start-ups, Mergers & Acquisitions, Finance, Financial Modeling, Marketing Strategy, Healthcare, Financial Services, Business Services, Bankruptcy, Interim Management, Leadership, Management Consulting, Executive Management, Entrepreneurship, Venture Capital, Private Equity, Corporate Development, Strategy, Business Development, Acquisition Integration, Divestitures, Investor Relations, Valuation, M&A experience, Acquisitions, Business Valuation, Angel Investing, Leveraged Finance, IPO, Capital, Management, Turn Around Management, Debt Restructuring, Business Restructures
Education
Emory University 1985 — 1987
MBA
Vanderbilt University 1978 — 1982
BS, Engineering Science and Business Administration
BPC 51
Highland Park High School
Andy Paff's Headwaters MB Experience May 2008 - October 2012
Job Resultsoriented C Level Technology Entrepreneur
Industry Telecommunications
Experience
Universal Plasma 2013 - Present
Thunderhead Innovations LLC January 2010 - Present
Mt Washington College December 2008 - Present
Headwaters MB May 2008 - October 2012
Cedar Point Communications 2004 - 2008
Worldbridge OAB 1997 - 2001
Integration Technologies (Antec-Nortel JV) 1995 - 1998
ANTEC (Arris) 1994 - 1995
ONI (Anixter Company 1989 - 1994
Skills
Telecommunications, Business Development, Entrepreneurship, Strategic Partnerships, New Business Development, Start-ups, IP, Broadband, Product Development, Salesforce.com, Business Strategy, Leadership, Management, Consulting, B2B, Business Planning, VoIP, Strategic Planning, Venture Capital, Solution Selling, Cross-functional Team..., E-commerce, SaaS, Ethernet, IPTV, Product Marketing, Professional Services, Managed Services, Mobile Devices, Account Management, CRM, Mobile Technology, Wireless, Cloud Computing, Enterprise Software, Integration, Sales Management, Go-to-market Strategy, Product Management, Mergers & Acquisitions, Corporate Development, Direct Sales, International Sales, WiFi, SAS, Strategy, Business Alliances, Channel Partners
Education
University of Illinois at Urbana-Champaign 1976 — 1978
MS, Communication
University of Colorado Boulder 1971 — 1975
BS
Universal Plasma 2013 - Present
Thunderhead Innovations LLC January 2010 - Present
Mt Washington College December 2008 - Present
Headwaters MB May 2008 - October 2012
Cedar Point Communications 2004 - 2008
Worldbridge OAB 1997 - 2001
Integration Technologies (Antec-Nortel JV) 1995 - 1998
ANTEC (Arris) 1994 - 1995
ONI (Anixter Company 1989 - 1994
Skills
Telecommunications, Business Development, Entrepreneurship, Strategic Partnerships, New Business Development, Start-ups, IP, Broadband, Product Development, Salesforce.com, Business Strategy, Leadership, Management, Consulting, B2B, Business Planning, VoIP, Strategic Planning, Venture Capital, Solution Selling, Cross-functional Team..., E-commerce, SaaS, Ethernet, IPTV, Product Marketing, Professional Services, Managed Services, Mobile Devices, Account Management, CRM, Mobile Technology, Wireless, Cloud Computing, Enterprise Software, Integration, Sales Management, Go-to-market Strategy, Product Management, Mergers & Acquisitions, Corporate Development, Direct Sales, International Sales, WiFi, SAS, Strategy, Business Alliances, Channel Partners
Education
University of Illinois at Urbana-Champaign 1976 — 1978
MS, Communication
University of Colorado Boulder 1971 — 1975
BS
Joel P. Feldmann's Headwaters MB Experience 2003 - 2005
Job Capital Markets Professional
Industry Investment Banking
Experience
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Wells Fargo Securities August 2011 - Present
Bank of America Merrill Lynch January 2009 - April 2010
Bank of America 2006 - 2009
Jefferies & Company, Inc. 2005 - 2006
Headwaters MB 2003 - 2005
Morgan Stanley 2000 - 2002
Morgan Stanley 1994 - 2000
Citigroup 1989 - 1994
Bankers Trust Company 1986 - 1989
Price Waterhouse 1980 - 1984
Skills
Investment Banking, Finance, Investments, Equities, Portfolio Management, Mergers & Acquisitions, Capital Raising, Mergers, LBO, Derivatives, Risk Management, Strategy, Capital Markets, Hedge Funds, IPO
Education
The University of Chicago Booth School of Business 1984 — 1986
Master of Business Administration, Finance and Accounting
Miami University 1976 — 1980
Bachelor of Science, Finance and Accounting
Valley Forge High School 1973 — 1976
Diploma
Jeff Ackerman's Headwaters MB Experience February 2013 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB February 2013 - Present
Morton Financial January 2011 - December 2012
Breakaway Ventures February 2011 - April 2012
Chair 5 Holdings, LLC January 2003 - March 2011
Orion Partners, LP September 1998 - January 2010
Sportvision January 2002 - March 2008
Andersen Consulting- Strategy September 1996 - July 1998
Goldman Sachs 1995 - 1996
Kuczmarski & Associates 1995 - 1995
Procter & Gamble September 1990 - July 1994
Skills
Venture Capital, Business Development, Capital Raising, Business Strategy, Marketing, Rainmaker, Connecting People, Leadership, Entrepreneurship, Social Commerce, Mergers, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Competitive Analysis, Management, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Strategy, Finance, Equities, Start-ups, Valuation, Acquisitions, Corporate Development, Strategic Partnerships, Financial Services, Executive Management, Investment Banking, M&A experience, Management Consulting
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Strategy, and Finance
Boston College 1986 — 1990
Bachelor of Arts, Political Science
Kent Denver
Headwaters MB February 2013 - Present
Morton Financial January 2011 - December 2012
Breakaway Ventures February 2011 - April 2012
Chair 5 Holdings, LLC January 2003 - March 2011
Orion Partners, LP September 1998 - January 2010
Sportvision January 2002 - March 2008
Andersen Consulting- Strategy September 1996 - July 1998
Goldman Sachs 1995 - 1996
Kuczmarski & Associates 1995 - 1995
Procter & Gamble September 1990 - July 1994
Skills
Venture Capital, Business Development, Capital Raising, Business Strategy, Marketing, Rainmaker, Connecting People, Leadership, Entrepreneurship, Social Commerce, Mergers, Private Equity, Investments, Mergers & Acquisitions, Asset Management, Competitive Analysis, Management, Financial Analysis, Portfolio Management, Due Diligence, Financial Modeling, Strategy, Finance, Equities, Start-ups, Valuation, Acquisitions, Corporate Development, Strategic Partnerships, Financial Services, Executive Management, Investment Banking, M&A experience, Management Consulting
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, Marketing, Strategy, and Finance
Boston College 1986 — 1990
Bachelor of Arts, Political Science
Kent Denver
Reed Macy, CFA's Headwaters MB Experience January 2014 - Present
Job Managing Director at Headwaters MB
Industry Financial Services
Experience
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Carlson Capital, L.P. April 2010 - August 2011
Tudor, Pickering, Holt & Co. March 2009 - December 2009
Goldman Sachs E&P Capital May 2007 - November 2008
Goldman Sachs Asset Management 2004 - 2007
Skills
CFA Charterholder, Chartered Financial..., Financial Modeling, Valuation, Corporate Finance, Private Equity, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Equity Research
Education
Rice University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Headwaters MB January 2014 - Present
SourceRock Advisors September 2012 - Present
Carlson Capital, L.P. April 2010 - August 2011
Tudor, Pickering, Holt & Co. March 2009 - December 2009
Goldman Sachs E&P Capital May 2007 - November 2008
Goldman Sachs Asset Management 2004 - 2007
Skills
CFA Charterholder, Chartered Financial..., Financial Modeling, Valuation, Corporate Finance, Private Equity, Equities, Hedge Funds, Portfolio Management, Finance, Investment Banking, Alternative Investments, Fixed Income, Bloomberg, Capital Markets, Equity Research
Education
Rice University 2000 — 2004
Bachelor of Arts (B.A.), Economics and Political Science
Kerri Moretti's Headwaters MB Experience March 2012 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Headwaters MB March 2012 - Present
Rutberg & Company May 2009 - February 2012
Insight Capital Research & Management June 2008 - April 2009
HomeAid Northern California May 2006 - May 2008
Leisure Sports 2004 - 2008
Fragomen, Del Rey, Bernsen & Loewy October 2001 - January 2003
Skills
Microsoft Office, PowerPoint, Project Management, Event Planning, Budgets, Social Media, Microsoft Word
Education
John F. Kennedy University 2003 — 2005
MA, Performance Psychology
University of Maryland College Park 1996 — 2000
BA, Psychology
West Morris Central 1992 — 1996
Headwaters MB March 2012 - Present
Rutberg & Company May 2009 - February 2012
Insight Capital Research & Management June 2008 - April 2009
HomeAid Northern California May 2006 - May 2008
Leisure Sports 2004 - 2008
Fragomen, Del Rey, Bernsen & Loewy October 2001 - January 2003
Skills
Microsoft Office, PowerPoint, Project Management, Event Planning, Budgets, Social Media, Microsoft Word
Education
John F. Kennedy University 2003 — 2005
MA, Performance Psychology
University of Maryland College Park 1996 — 2000
BA, Psychology
West Morris Central 1992 — 1996
Brian Gee's Headwaters MB Experience December 2012 - August 2013
Job Project Manager at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications May 2014 - Present
University of Colorado January 2014 - March 2014
Headwaters MB December 2012 - August 2013
JPMorgan Chase June 2009 - June 2012
JPMorgan Chase July 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Finance, Venture Capital, Microsoft Excel, Financial Services, Entrepreneurship
Education
University of Colorado at Boulder 2012 — 2014
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2003 — 2007
B.S., Business Management, Finance, German
Level 3 Communications May 2014 - Present
University of Colorado January 2014 - March 2014
Headwaters MB December 2012 - August 2013
JPMorgan Chase June 2009 - June 2012
JPMorgan Chase July 2007 - June 2009
Skills
Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Finance, Venture Capital, Microsoft Excel, Financial Services, Entrepreneurship
Education
University of Colorado at Boulder 2012 — 2014
Master of Business Administration (MBA), Finance
Brigham Young University - Idaho 2003 — 2007
B.S., Business Management, Finance, German
Thomas K. Stierwalt's Headwaters MB Experience 2011 - 2013
Job Vice President, Technology Investment Banking at Cowen & Company
Industry Investment Banking
Experience
Cowen and Company 2014 - Present
Signal Hill Capital 2013 - 2014
Headwaters MB 2011 - 2013
Goldman Sachs 2008 - 2010
Thomas K. Stierwalt Consulting 2005 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Mergers, Private Equity, Capital Markets, Business Development, Acquisitions, Private Placements, LBO, Venture Capital, Growth Equity, Capital Raises
Education
St. Mary's College of California
Bachelors of Science and Economics
Cowen and Company 2014 - Present
Signal Hill Capital 2013 - 2014
Headwaters MB 2011 - 2013
Goldman Sachs 2008 - 2010
Thomas K. Stierwalt Consulting 2005 - 2008
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Financial Modeling, Mergers, Private Equity, Capital Markets, Business Development, Acquisitions, Private Placements, LBO, Venture Capital, Growth Equity, Capital Raises
Education
St. Mary's College of California
Bachelors of Science and Economics
Jacquelyn Zasche's Headwaters MB Experience 2007 - 2009
Job Finance and Administration Manager at Federal Reserve Bank
Industry Banking
Experience
Federal Reserve Bank of Chicago November 2011 - Present
Stanley Black & Decker , Inc. May 2009 - November 2011
Headwaters MB 2007 - 2009
William Blair & Company 2005 - 2007
Skills
Financial Modeling, Analysis, Strategy, Corporate Finance, Internal Controls, Financial Analysis, Financial Reporting, Strategic Financial..., Budgets, Management, Accounting, Strategic Planning
Education
Northwestern University 2013 — 2015
Master of Public Administration (MPA), Public Policy
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Study Abroad
Federal Reserve Bank of Chicago November 2011 - Present
Stanley Black & Decker , Inc. May 2009 - November 2011
Headwaters MB 2007 - 2009
William Blair & Company 2005 - 2007
Skills
Financial Modeling, Analysis, Strategy, Corporate Finance, Internal Controls, Financial Analysis, Financial Reporting, Strategic Financial..., Budgets, Management, Accounting, Strategic Planning
Education
Northwestern University 2013 — 2015
Master of Public Administration (MPA), Public Policy
Emory University - Goizueta Business School 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Hong Kong University of Science and Technology - School of Business and Management 2004 — 2004
Study Abroad
Cindy Atherton's Headwaters MB Experience November 2001 - Present
Job Office Manager at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB November 2001 - Present
Education
Colorado State University 1978 — 1980
Headwaters MB November 2001 - Present
Education
Colorado State University 1978 — 1980
Robert Heilbronner's Headwaters MB Experience 2004 - 2008
Job Managing Director at Integris Partners
Industry Investment Banking
Experience
Integris Partners February 2008 - Present
Integris Partners February 2008 - Present
Headwaters MB 2004 - 2008
UBS Warburg April 2000 - December 2002
Deutsche Bank August 1993 - March 2000
Education
University of Michigan 1987 — 1992
MA, History, Russian Studies
Princeton University 1983 — 1987
AB, History, Russian Studies
Integris Partners February 2008 - Present
Integris Partners February 2008 - Present
Headwaters MB 2004 - 2008
UBS Warburg April 2000 - December 2002
Deutsche Bank August 1993 - March 2000
Education
University of Michigan 1987 — 1992
MA, History, Russian Studies
Princeton University 1983 — 1987
AB, History, Russian Studies
CJ Hummel's Headwaters MB Experience May 2006 - Present
Job Managing Director at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB May 2006 - Present
Galena Capital April 2004 - May 2006
Alliance Energy Generation January 2002 - April 2004
El Paso Corp August 1999 - February 2002
Republic Financial Corporation 1996 - 1999
OppenheimerFunds 1994 - 1996
Skills
Private Equity, Due Diligence, Mergers, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, LBO, M&A experience, Corporate Development, Restructuring, Business Strategy, Leveraged Finance, Venture Capital, Divestitures, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equities, Equity Research, Executive Management, Financial Structuring, Investments, Recapitalizations, Capital Raising, Business Valuation
Education
University of Denver - Daniels College of Business
Headwaters MB May 2006 - Present
Galena Capital April 2004 - May 2006
Alliance Energy Generation January 2002 - April 2004
El Paso Corp August 1999 - February 2002
Republic Financial Corporation 1996 - 1999
OppenheimerFunds 1994 - 1996
Skills
Private Equity, Due Diligence, Mergers, Corporate Finance, Valuation, Financial Analysis, Mergers & Acquisitions, Strategy, LBO, M&A experience, Corporate Development, Restructuring, Business Strategy, Leveraged Finance, Venture Capital, Divestitures, Investment Banking, Financial Modeling, Private Placements, Capital Markets, Equities, Equity Research, Executive Management, Financial Structuring, Investments, Recapitalizations, Capital Raising, Business Valuation
Education
University of Denver - Daniels College of Business
Peter Gray's Headwaters MB Experience July 2012 - June 2014
Job SVPMerchant Banking at Gerald Metals
Industry Mining & Metals
Experience
Gerald Metals November 2014 - Present
Kathchar Consulting LLC February 2011 - Present
Headwaters MB July 2012 - June 2014
Gerald Metals February 2011 - March 2012
KPMG Corporate Finance October 2006 - February 2011
ANZ Investment Bank January 2000 - September 2006
ANZ Investment Bank 1998 - 2000
ANZ Grindlays Bank July 1994 - December 1997
National Australia Bank 1987 - 1994
Skills
Corporate Finance, Project Finance, Renewable Energy, Oilfield, Due Diligence, Financial Modeling, Private Equity, Structured Finance, Valuation, Mergers, Investment Banking, Financial Structuring, Mining, Commodity, Capital Markets, Risk Management, Financial Analysis, Forestry, IPO, Emerging Markets, Mergers & Acquisitions, Portfolio Management, Venture Capital, Financial Risk, Energy, Corporate Development, Investments, Financial Services, Banking, Financial Advisory, Trading
Education
Monash University 1994 — 1996
Post Grad, Finance, Economics
Monash University 1992 — 1995
Post Grad, Finance
University of Wollongong
University of Wollongong
Gerald Metals November 2014 - Present
Kathchar Consulting LLC February 2011 - Present
Headwaters MB July 2012 - June 2014
Gerald Metals February 2011 - March 2012
KPMG Corporate Finance October 2006 - February 2011
ANZ Investment Bank January 2000 - September 2006
ANZ Investment Bank 1998 - 2000
ANZ Grindlays Bank July 1994 - December 1997
National Australia Bank 1987 - 1994
Skills
Corporate Finance, Project Finance, Renewable Energy, Oilfield, Due Diligence, Financial Modeling, Private Equity, Structured Finance, Valuation, Mergers, Investment Banking, Financial Structuring, Mining, Commodity, Capital Markets, Risk Management, Financial Analysis, Forestry, IPO, Emerging Markets, Mergers & Acquisitions, Portfolio Management, Venture Capital, Financial Risk, Energy, Corporate Development, Investments, Financial Services, Banking, Financial Advisory, Trading
Education
Monash University 1994 — 1996
Post Grad, Finance, Economics
Monash University 1992 — 1995
Post Grad, Finance
University of Wollongong
University of Wollongong
Brian Krehbiel, CFA's Headwaters MB Experience October 2011 - Present
Job Vice President at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
IBG Business Services December 2006 - October 2011
Merrill Lynch August 2006 - November 2006
Cessna Aircraft Company May 2006 - August 2006
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Business Valuation, Due Diligence, Corporate Development, M&A experience, LBO, Mergers & Acquisitions, Portfolio Management, Strategy
Education
CFA Institute 2007 — 2009
CFA Charter, Chartered Financial Analyst (CFA)
University of Northern Colorado 2004 — 2006
Bachelor of Science, Finance
Campion Academy
Headwaters MB October 2011 - Present
IBG Business Services December 2006 - October 2011
Merrill Lynch August 2006 - November 2006
Cessna Aircraft Company May 2006 - August 2006
Skills
Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investment Banking, Mergers, Business Valuation, Due Diligence, Corporate Development, M&A experience, LBO, Mergers & Acquisitions, Portfolio Management, Strategy
Education
CFA Institute 2007 — 2009
CFA Charter, Chartered Financial Analyst (CFA)
University of Northern Colorado 2004 — 2006
Bachelor of Science, Finance
Campion Academy
Brian Ytterberg's Headwaters MB Experience 2010 - 2012
Job Managing Partner at Red Arrow Capital Partners
Industry Investment Banking
Experience
Red Arrow Capital Partners March 2015 - Present
Magic Investments, Inc. 2014 - February 2015
Akoya Capital Partners 2012 - 2014
Headwaters MB 2010 - 2012
Howe Barnes Hoefer & Arnett 2004 - 2008
Bank One 1995 - 2004
KPMG 1992 - 1995
Price Waterhouse 1987 - 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Augustana College 1979 — 1983
BA
Red Arrow Capital Partners March 2015 - Present
Magic Investments, Inc. 2014 - February 2015
Akoya Capital Partners 2012 - 2014
Headwaters MB 2010 - 2012
Howe Barnes Hoefer & Arnett 2004 - 2008
Bank One 1995 - 2004
KPMG 1992 - 1995
Price Waterhouse 1987 - 1992
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA
Augustana College 1979 — 1983
BA
Brad Hein's Headwaters MB Experience August 2005 - December 2008
Job Business Development at Renal Ventures Management
Industry Hospital & Health Care
Experience
Renal Ventures Management July 2011 - Present
HOSTING March 2009 - July 2011
Headwaters MB August 2005 - December 2008
Skills
Investment Banking, Business Analysis, Due Diligence, Financial Analysis, Night Vision, Healthcare, Strategic Planning, Mergers, Budgets
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Finance
Renal Ventures Management July 2011 - Present
HOSTING March 2009 - July 2011
Headwaters MB August 2005 - December 2008
Skills
Investment Banking, Business Analysis, Due Diligence, Financial Analysis, Night Vision, Healthcare, Strategic Planning, Mergers, Budgets
Education
University of Colorado Boulder 2001 — 2005
Bachelor of Science (B.S.), Finance
Lucas Niemi's Headwaters MB Experience November 2010 - June 2011
Job Senior Financial Planning Analyst at Coeur Mining, Inc.
Industry Mining & Metals
Experience
Coeur Mining, Inc. September 2013 - Present
Newmont Mining Corporation June 2012 - September 2013
Newmont Mining Corporation July 2011 - April 2013
Headwaters MB November 2010 - June 2011
Aether Investment Partners August 2010 - November 2010
Anatolia Minerals Development Limited June 2008 - August 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Strategic Planning, Finance, Capital IQ, Microsoft Office, Valuation, Financial Reporting, Mergers & Acquisitions, Corporate Development, Enterprise Risk..., Portfolio Management, Due Diligence, Crystal Ball, Analysis, Financial Risk..., Risk Assessment, Forecasting, FX Hedging, Interest Rate Hedging, Bloomberg Terminal, Statistical Modeling, Financial Accounting, Project Management, Budgets, Microsoft Excel, PowerPoint
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Corporate Strategy
University of Denver - Daniels College of Business 2007 — 2011
B.S., Finance - Accounting and Economics Minor
Coeur Mining, Inc. September 2013 - Present
Newmont Mining Corporation June 2012 - September 2013
Newmont Mining Corporation July 2011 - April 2013
Headwaters MB November 2010 - June 2011
Aether Investment Partners August 2010 - November 2010
Anatolia Minerals Development Limited June 2008 - August 2010
Skills
Financial Analysis, Financial Modeling, Accounting, Strategic Planning, Finance, Capital IQ, Microsoft Office, Valuation, Financial Reporting, Mergers & Acquisitions, Corporate Development, Enterprise Risk..., Portfolio Management, Due Diligence, Crystal Ball, Analysis, Financial Risk..., Risk Assessment, Forecasting, FX Hedging, Interest Rate Hedging, Bloomberg Terminal, Statistical Modeling, Financial Accounting, Project Management, Budgets, Microsoft Excel, PowerPoint
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (MBA), Finance, Corporate Strategy
University of Denver - Daniels College of Business 2007 — 2011
B.S., Finance - Accounting and Economics Minor
Dan McLachlan's Headwaters MB Experience June 2007 - March 2008
Job Founder at Project One Auto
Industry Automotive
Experience
Project One Auto October 2011 - Present
Jefferies & Company March 2010 - April 2011
Livingstone Partners April 2008 - February 2010
Headwaters MB June 2007 - March 2008
Skills
Automotive, Investment Banking, Entrepreneurship
Education
Northwestern University 2003 — 2007
Bachelor, Economics and Business Institutions
Project One Auto October 2011 - Present
Jefferies & Company March 2010 - April 2011
Livingstone Partners April 2008 - February 2010
Headwaters MB June 2007 - March 2008
Skills
Automotive, Investment Banking, Entrepreneurship
Education
Northwestern University 2003 — 2007
Bachelor, Economics and Business Institutions
Raymond McCormick's Headwaters MB Experience 2011 - 2012
Job Owner, Monarch Financial Corporation
Industry Investment Banking
Experience
Headwaters Merchant Bank May 2011 - Present
Headwaters MB 2011 - 2012
Monarch Financial Corporation June 1991 - May 2011
Skills
Commodity, Business Valuation, Restructuring, IPO, Asset Managment, Project Finance, Divestitures, Equity Research, Business Strategy, Start-ups, Financial Analysis, Securities, Entrepreneurship, Financial Advisory, Business Planning, Financial Services, Finance, Acquisitions
Education
Penn State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Mineral Economics, Geology
Headwaters Merchant Bank May 2011 - Present
Headwaters MB 2011 - 2012
Monarch Financial Corporation June 1991 - May 2011
Skills
Commodity, Business Valuation, Restructuring, IPO, Asset Managment, Project Finance, Divestitures, Equity Research, Business Strategy, Start-ups, Financial Analysis, Securities, Entrepreneurship, Financial Advisory, Business Planning, Financial Services, Finance, Acquisitions
Education
Penn State University 1971 — 1975
Bachelor of Applied Science (B.A.Sc.), Mineral Economics, Geology
Joshua Metayer's Headwaters MB Experience December 2013 - April 2014
Job Baystate Financial
Industry Financial Services
Experience
Baystate Financial January 2015 - Present
Champlain College October 2012 - May 2014
Headwaters MB December 2013 - April 2014
Perrigo June 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Accounting, Leadership, Teamwork, Entrepreneurship, Microsoft Office, Financial Analysis, Financial Planning, Investments, Insurance, Financial Modeling, Microsoft Excel, Management, Public Speaking, Strategy, Accounts Receivable, Finance, Spreadsheets, Customer Service, Research, Microsoft Word, Strategic Planning, Data Analysis, Time Management, Mutual Funds, Portfolio Management
Education
Champlain College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Baystate Financial January 2015 - Present
Champlain College October 2012 - May 2014
Headwaters MB December 2013 - April 2014
Perrigo June 2013 - August 2013
Northwestern Mutual May 2012 - September 2012
Skills
Accounting, Leadership, Teamwork, Entrepreneurship, Microsoft Office, Financial Analysis, Financial Planning, Investments, Insurance, Financial Modeling, Microsoft Excel, Management, Public Speaking, Strategy, Accounts Receivable, Finance, Spreadsheets, Customer Service, Research, Microsoft Word, Strategic Planning, Data Analysis, Time Management, Mutual Funds, Portfolio Management
Education
Champlain College 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Brett McCormick's Headwaters MB Experience June 2013 - August 2013
Job Recent Graduate
Industry Oil & Energy
Experience
Collegiate Outfitters September 2013 - December 2014
Pioneer Natural Resources Company May 2014 - August 2014
George W. Bush Presidential Center September 2013 - December 2013
Headwaters MB June 2013 - August 2013
Behre Dolbear Group Inc. August 2011 - 2012
Glazer's Distributors June 2011 - August 2011
Monarch financial corporation June 2010 - August 2010
Skills
Mergers, Project Management, Process Improvement, Due Diligence, Mining, Risk Assessment, Metals, Management, Marketing Strategy, Finance, Financial Analysis, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions, Financial Modeling, Energy, Minerals, Valuation, Business Development, Investment Banking, Petroleum Geology, Private Equity, Venture Capital, Microsoft Office, PowerPoint, Microsoft Excel
Education
Southern Methodist University 2010 — 2015
Financial Economics w geology minor, business, geology, economics, 3.3
Franklin & Marshall College 2010 — 2012
Business and geology
Upper St. Clair 2006 — 2010
3.75
Collegiate Outfitters September 2013 - December 2014
Pioneer Natural Resources Company May 2014 - August 2014
George W. Bush Presidential Center September 2013 - December 2013
Headwaters MB June 2013 - August 2013
Behre Dolbear Group Inc. August 2011 - 2012
Glazer's Distributors June 2011 - August 2011
Monarch financial corporation June 2010 - August 2010
Skills
Mergers, Project Management, Process Improvement, Due Diligence, Mining, Risk Assessment, Metals, Management, Marketing Strategy, Finance, Financial Analysis, Corporate Finance, Strategy, Business Strategy, Mergers & Acquisitions, Financial Modeling, Energy, Minerals, Valuation, Business Development, Investment Banking, Petroleum Geology, Private Equity, Venture Capital, Microsoft Office, PowerPoint, Microsoft Excel
Education
Southern Methodist University 2010 — 2015
Financial Economics w geology minor, business, geology, economics, 3.3
Franklin & Marshall College 2010 — 2012
Business and geology
Upper St. Clair 2006 — 2010
3.75
Nick Dodge's Headwaters MB Experience May 2014 - November 2014
Job M.Sc. Mineral and Energy Economics
Industry Capital Markets
Experience
Headwaters MB May 2014 - November 2014
CIBC October 2011 - July 2013
Carolina Hurricanes September 2008 - June 2011
Skills
Portfolio Management, Sports, Leadership, Financial Analysis, Finance, Coaching, Team Leadership, Microsoft Excel, Teamwork, PowerPoint
Education
Colorado School of Mines 2013 — 2014
Master of Science (MS) Candidate, Mineral and Energy Economics
Clarkson University 2004 — 2008
Bachelor of Science (B.Sc.) Financial Information and Analysis, Minor in Economics
Headwaters MB May 2014 - November 2014
CIBC October 2011 - July 2013
Carolina Hurricanes September 2008 - June 2011
Skills
Portfolio Management, Sports, Leadership, Financial Analysis, Finance, Coaching, Team Leadership, Microsoft Excel, Teamwork, PowerPoint
Education
Colorado School of Mines 2013 — 2014
Master of Science (MS) Candidate, Mineral and Energy Economics
Clarkson University 2004 — 2008
Bachelor of Science (B.Sc.) Financial Information and Analysis, Minor in Economics
Raymond McCormick's Headwaters MB Experience May 2011 - Present
Job Managing Director/Minerals Capital & Advisory Practice at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB May 2011 - Present
Skills
Due Diligence, Venture Capital, Management, Strategy, Restructuring, Investment Banking, Corporate Finance, Business Strategy, Capital Markets, Valuation, Financial Modeling, Private Equity, M&A experience, Equities, Mergers & Acquisitions, Mining, Mergers, Business Valuation, Corporate Development
Education
Penn State University 1971 — 1975
BS, Mineral Economics/Geology
Headwaters MB May 2011 - Present
Skills
Due Diligence, Venture Capital, Management, Strategy, Restructuring, Investment Banking, Corporate Finance, Business Strategy, Capital Markets, Valuation, Financial Modeling, Private Equity, M&A experience, Equities, Mergers & Acquisitions, Mining, Mergers, Business Valuation, Corporate Development
Education
Penn State University 1971 — 1975
BS, Mineral Economics/Geology
Henry Tembon's Headwaters MB Experience August 2011 - May 2012
Job
Industry Investment Banking
Experience
Headwaters MB August 2011 - May 2012
Morgan Stanley April 2011 - August 2011
Education
Georgetown University
Bachelor of Arts (B.A.)
Headwaters MB August 2011 - May 2012
Morgan Stanley April 2011 - August 2011
Education
Georgetown University
Bachelor of Arts (B.A.)
Brandon Ye's Headwaters MB Experience February 2015 - August 2015
Job Consultant at The Berkeley Group
Industry Higher Education
Experience
The Berkeley Group September 2015 - Present
Headwaters MB February 2015 - August 2015
Cornerstone Research January 2015 - January 2015
Lawrence Berkeley National Laboratory June 2014 - September 2014
Mayor Bill Clarkson of San Ramon June 2013 - August 2013
50+1 Strategies, LLC. June 2013 - August 2013
Tony Thurmond For Assembly May 2013 - July 2013
Eric Swalwell For Congress May 2012 - November 2012
Skills
Public Speaking, Microsoft Office, Team Leadership, Public Policy, PowerPoint, Data Analysis, Online Research, Microsoft Excel, Teaching, Social Media Marketing, Quantitative Research, Qualitative Research, Teamwork, Leadership
Education
Dougherty Valley High School
University of California, Berkeley
Economics
The Berkeley Group September 2015 - Present
Headwaters MB February 2015 - August 2015
Cornerstone Research January 2015 - January 2015
Lawrence Berkeley National Laboratory June 2014 - September 2014
Mayor Bill Clarkson of San Ramon June 2013 - August 2013
50+1 Strategies, LLC. June 2013 - August 2013
Tony Thurmond For Assembly May 2013 - July 2013
Eric Swalwell For Congress May 2012 - November 2012
Skills
Public Speaking, Microsoft Office, Team Leadership, Public Policy, PowerPoint, Data Analysis, Online Research, Microsoft Excel, Teaching, Social Media Marketing, Quantitative Research, Qualitative Research, Teamwork, Leadership
Education
Dougherty Valley High School
University of California, Berkeley
Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY