Houlihan Lokey
Industry: Investment banking company
DescriptionHoulihan Lokey, Inc., is American multinational independent investment bank and financial services company. Houlihan Lokey was founded in 1972 and is headquartered at Constellation Place in Century City, Los Angeles, California. CEO: Scott Beiser (17 Apr 2013–) Headquarters: Los Angeles, California, United States Number of employees: 1,328 (May 2018) Founded: 1972, Los Angeles, California, United States Subsidiaries: Quayle Munro, BearTooth Advisors LLC,
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Houlihan Lokey Employees
Employee
Years
Job
Industry
William Morton William Morton's Houlihan Lokey Experience June 2014 - August 2014
Job Student at Bates College
Industry
Experience
Houlihan Lokey June 2014 - August 2014
Arnold & Porter May 2014 - May 2014
Brandywine Battlefield Park Associates, Inc May 2013 - August 2013
Skills
Financial Modeling, M&A experience, DCF, Bloomberg Terminal, Asset Management, Financial Markets, Social Media, Economics, Investments, PowerPoint, Microsoft Office, Microsoft Excel
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Premodern History
Tower Hill School 1998 — 2011
United States Naval Academy 2010 — 2010
Summer Seminar
Houlihan Lokey June 2014 - August 2014
Arnold & Porter May 2014 - May 2014
Brandywine Battlefield Park Associates, Inc May 2013 - August 2013
Skills
Financial Modeling, M&A experience, DCF, Bloomberg Terminal, Asset Management, Financial Markets, Social Media, Economics, Investments, PowerPoint, Microsoft Office, Microsoft Excel
Education
Bates College 2011 — 2015
Bachelor of Arts (B.A.), Premodern History
Tower Hill School 1998 — 2011
United States Naval Academy 2010 — 2010
Summer Seminar
Liz Hamm Liz Hamm's Houlihan Lokey Experience June 1998 - December 2012
Job Area Director at N2 Publishing
Industry Marketing and Advertising
Experience
N2 Publishing April 2014 - Present
LA Tri Club January 2005 - Present
LA Tri Club Coast to Coast Swim Challenge January 2011 - Present
Liz Hamm Marketing & Events December 2004 - Present
Houlihan Lokey June 1998 - December 2012
Talbert Family Foundation, Calabasas Classic June 2005 - November 2012
TriFIT Club & Studios July 2008 - November 2009
YAS : Yoga And Spinning Center February 2007 - May 2008
Kayne Anderson May 1997 - May 1998
Skills
Fitness, Cycling, Event Management, Fundraising, Social Media Marketing, Social Media, Event Planning, Strategic Planning, Graphic Design, Marketing, Market Planning, Branding & Identity, Corporate Branding, Advertising, Triathlon, Entrepreneurship, Direct Marketing, Leadership, Online Advertising, Brand Development, Integrated Marketing, Start-ups, Marketing Strategy, Email Marketing, Training, Strategic Partnerships, Sports, Web Design, Social Networking, Online Marketing, Marketing Communications, Digital Media, Strategy, Public Relations, Digital Marketing, SEO, Digital Strategy, Lead Generation, E-commerce, Sponsorship, SEM, Brand Management, New Media, Facebook, Market Research, Business Development, Competitive Analysis, Web Analytics, Copywriting, Mobile Marketing
Education
Baylor University 1992 — 1996
BS, English, Speech Communications
N2 Publishing April 2014 - Present
LA Tri Club January 2005 - Present
LA Tri Club Coast to Coast Swim Challenge January 2011 - Present
Liz Hamm Marketing & Events December 2004 - Present
Houlihan Lokey June 1998 - December 2012
Talbert Family Foundation, Calabasas Classic June 2005 - November 2012
TriFIT Club & Studios July 2008 - November 2009
YAS : Yoga And Spinning Center February 2007 - May 2008
Kayne Anderson May 1997 - May 1998
Skills
Fitness, Cycling, Event Management, Fundraising, Social Media Marketing, Social Media, Event Planning, Strategic Planning, Graphic Design, Marketing, Market Planning, Branding & Identity, Corporate Branding, Advertising, Triathlon, Entrepreneurship, Direct Marketing, Leadership, Online Advertising, Brand Development, Integrated Marketing, Start-ups, Marketing Strategy, Email Marketing, Training, Strategic Partnerships, Sports, Web Design, Social Networking, Online Marketing, Marketing Communications, Digital Media, Strategy, Public Relations, Digital Marketing, SEO, Digital Strategy, Lead Generation, E-commerce, Sponsorship, SEM, Brand Management, New Media, Facebook, Market Research, Business Development, Competitive Analysis, Web Analytics, Copywriting, Mobile Marketing
Education
Baylor University 1992 — 1996
BS, English, Speech Communications
Corey Berse Corey Berse's Houlihan Lokey Experience June 2006 - Present
Job Head of Marketing at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2006 - Present
Thomson Reuters (f/k/a Thomson Financial) July 2004 - June 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Valuation, Corporate Strategy, Business Development, International Expansion, Financial Planning &..., Business Plan..., Public Relations, Marketing Strategy
Education
Harvard Business School 2015 — 2015
Executive Education, Strategic Marketing Management
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
Boston University Questrom School of Business 2000 — 2004
BS, Finance, Business Law, Entrepreneurship
Houlihan Lokey June 2006 - Present
Thomson Reuters (f/k/a Thomson Financial) July 2004 - June 2006
Skills
Financial Modeling, Investment Banking, Financial Analysis, Private Equity, Valuation, Corporate Strategy, Business Development, International Expansion, Financial Planning &..., Business Plan..., Public Relations, Marketing Strategy
Education
Harvard Business School 2015 — 2015
Executive Education, Strategic Marketing Management
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA
Boston University Questrom School of Business 2000 — 2004
BS, Finance, Business Law, Entrepreneurship
Drew Bollmann's Houlihan Lokey Experience October 1994 - November 1997
Job Executive Director, Application Development at Fortune 50
Industry Information Technology and Services
Experience
Fortune 50 May 2013 - Present
Orange Development December 1999 - Present
Chanel January 2011 - October 2012
Barnes & Noble April 2009 - March 2011
Pfizer April 2007 - March 2009
Bintro (was Relevant Digital) November 2006 - March 2007
Orange Development January 1999 - November 2006
Cleary Gottlieb Steen & Hamilton December 1997 - January 2000
Houlihan Lokey October 1994 - November 1997
Skills
Enterprise Architecture, E-commerce, Senior Executive..., Team Management, Digital Strategy, Product Development, Mobile Devices, Global IT Operations, Executive Management, IT Strategy, REST, Global Strategy, Management, Technical Leadership, Leadership, Customer Experience, Mobile Applications, Strategy, Integration, Software Development, P&L Budget Management, Enterprise Software, Product Strategy, Product Innovation, Business Transformation, Agile Methodologies, Consumer Products, Product Management, Vendor Management, User Experience, Marketing Analytics, Customer Engagement, Business Strategy, Business Innovation, Disruptive Technologies, B2C, Data Science, Predictive Analytics, SOA, Cloud Computing, Web Services, Cassandra, Hadoop, Web Applications, CRM, Enterprise Content..., Java Enterprise Edition, .NET, Start-ups, Big Data Analytics
Education
Arizona State University 2001 — 2004
BS, Computer Information Systems/Computer Science
Fortune 50 May 2013 - Present
Orange Development December 1999 - Present
Chanel January 2011 - October 2012
Barnes & Noble April 2009 - March 2011
Pfizer April 2007 - March 2009
Bintro (was Relevant Digital) November 2006 - March 2007
Orange Development January 1999 - November 2006
Cleary Gottlieb Steen & Hamilton December 1997 - January 2000
Houlihan Lokey October 1994 - November 1997
Skills
Enterprise Architecture, E-commerce, Senior Executive..., Team Management, Digital Strategy, Product Development, Mobile Devices, Global IT Operations, Executive Management, IT Strategy, REST, Global Strategy, Management, Technical Leadership, Leadership, Customer Experience, Mobile Applications, Strategy, Integration, Software Development, P&L Budget Management, Enterprise Software, Product Strategy, Product Innovation, Business Transformation, Agile Methodologies, Consumer Products, Product Management, Vendor Management, User Experience, Marketing Analytics, Customer Engagement, Business Strategy, Business Innovation, Disruptive Technologies, B2C, Data Science, Predictive Analytics, SOA, Cloud Computing, Web Services, Cassandra, Hadoop, Web Applications, CRM, Enterprise Content..., Java Enterprise Edition, .NET, Start-ups, Big Data Analytics
Education
Arizona State University 2001 — 2004
BS, Computer Information Systems/Computer Science
Daniel W. Payne, CFA Daniel W. Payne, CFA's Houlihan Lokey Experience July 2008 - July 2009
Job President, DWP Investment Management
Industry Investment Management
Experience
DWP Investment Management March 2011 - Present
Dell January 2011 - February 2014
Panther Capital Group August 2009 - January 2011
Houlihan Lokey July 2008 - July 2009
Houlihan Lokey June 2007 - August 2007
Bank of America April 2004 - June 2006
Bank of America September 2003 - April 2004
Bank of America May 2002 - September 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Strategy, Valuation, Investments, Due Diligence, Finance, Private Equity, Business Strategy, Equities, Business Valuation, Forecasting, Mergers, Chartered Financial...
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Austin College 1998 — 2002
BA, Business Administration
Dripping Springs High School
DWP Investment Management March 2011 - Present
Dell January 2011 - February 2014
Panther Capital Group August 2009 - January 2011
Houlihan Lokey July 2008 - July 2009
Houlihan Lokey June 2007 - August 2007
Bank of America April 2004 - June 2006
Bank of America September 2003 - April 2004
Bank of America May 2002 - September 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Strategy, Valuation, Investments, Due Diligence, Finance, Private Equity, Business Strategy, Equities, Business Valuation, Forecasting, Mergers, Chartered Financial...
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
Austin College 1998 — 2002
BA, Business Administration
Dripping Springs High School
Stephen Ryan Gonzales Stephen Ryan Gonzales's Houlihan Lokey Experience June 2015 - Present
Job Office Services Coordinator at Houlihan Lokey
Industry Health, Wellness and Fitness
Experience
Houlihan Lokey June 2015 - Present
Houlihan Lokey February 2015 - June 2015
24 Hour Fitness November 2014 - February 2015
Salem Christian Homes September 2012 - September 2014
St. Mary's Medical Center August 2013 - December 2013
Skills
PC and Mac Proficient, Typing speed: 97 wpm, Data entry..., Microsoft Office, Microsoft Excel, Microsoft Word, Rehabilitation, Physical Therapy, Healthcare, Treatment, Vital Signs, Exercise Prescription, Nutrition, Event Planning, Public Speaking, Time Management, Customer Service, Social Networking, CPR Certified, Patient Safety
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (BS), Kinesiology and Exercise Science
Los Angeles Center for Enriched Studies 2005 — 2008
High School, High School/Secondary Diplomas and Certificates
Houlihan Lokey June 2015 - Present
Houlihan Lokey February 2015 - June 2015
24 Hour Fitness November 2014 - February 2015
Salem Christian Homes September 2012 - September 2014
St. Mary's Medical Center August 2013 - December 2013
Skills
PC and Mac Proficient, Typing speed: 97 wpm, Data entry..., Microsoft Office, Microsoft Excel, Microsoft Word, Rehabilitation, Physical Therapy, Healthcare, Treatment, Vital Signs, Exercise Prescription, Nutrition, Event Planning, Public Speaking, Time Management, Customer Service, Social Networking, CPR Certified, Patient Safety
Education
California State University-Long Beach 2008 — 2013
Bachelor of Science (BS), Kinesiology and Exercise Science
Los Angeles Center for Enriched Studies 2005 — 2008
High School, High School/Secondary Diplomas and Certificates
Tim Allred Tim Allred's Houlihan Lokey Experience 2014 - 2015
Job .NET Application Developer at Confidential
Industry Information Technology and Services
Experience
Confidential April 2015 - Present
Houlihan Lokey 2014 - 2015
Bank of America 2013 - 2014
Universal Music Group 2008 - 2013
Interthinx 2006 - 2008
Move.com (formerly Homestore) 1999 - 2006
Skills
Microsoft SQL Server, Microsoft Technologies, JavaScript, Web Development, Applications Software..., Desktop Application..., C#, VB.NET, ASP.NET, Visual Studio, Crystal Reports, .NET
Education
California State University-Northridge 1988 — 1992
Bachelor of Arts (B.A.), History
Confidential April 2015 - Present
Houlihan Lokey 2014 - 2015
Bank of America 2013 - 2014
Universal Music Group 2008 - 2013
Interthinx 2006 - 2008
Move.com (formerly Homestore) 1999 - 2006
Skills
Microsoft SQL Server, Microsoft Technologies, JavaScript, Web Development, Applications Software..., Desktop Application..., C#, VB.NET, ASP.NET, Visual Studio, Crystal Reports, .NET
Education
California State University-Northridge 1988 — 1992
Bachelor of Arts (B.A.), History
Craig E. Tessimond's Houlihan Lokey Experience 2011 - Present
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2011 - Present
Nomura 2005 - 2011
Deloitte & Touche Corporate Finance 2003 - 2005
Philo Smith & Company 2000 - 2003
Skills
Mergers, Valuation, Investment Banking, Private Equity, Insurance, Mergers & Acquisitions, Capital Markets, Debt & Equity Capital..., Asset Management, Financial Services
Education
Babson College
BS, Magna Cum Laude, Finance
Houlihan Lokey 2011 - Present
Nomura 2005 - 2011
Deloitte & Touche Corporate Finance 2003 - 2005
Philo Smith & Company 2000 - 2003
Skills
Mergers, Valuation, Investment Banking, Private Equity, Insurance, Mergers & Acquisitions, Capital Markets, Debt & Equity Capital..., Asset Management, Financial Services
Education
Babson College
BS, Magna Cum Laude, Finance
Brooke Bresnan Brooke Bresnan's Houlihan Lokey Experience February 2005 - June 2006
Job VP | Financial Industry Professional
Industry Investment Management
Experience
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Wells Fargo June 2013 - March 2015
BlackRock August 2010 - September 2012
Primus Asset Management July 2006 - July 2009
Houlihan Lokey February 2005 - June 2006
CapitalSource August 2003 - February 2005
Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.) Candidate
University of North Carolina at Asheville 2001 — 2003
Bachelor of Arts (B.A.), History, 3.9
Barnard College 1999 — 2001
Bachelor's degree, Art History and Visual Arts
Charlotte Country Day School 1995 — 1999
High School Diploma
Connor Greenlees Connor Greenlees's Houlihan Lokey Experience March 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2014 - Present
Brown Gibbons Lang & Company November 2012 - March 2014
Lumitex, Inc. July 2012 - November 2012
Greenlees Filter Mfg, LLC May 2011 - August 2011
R2C Performance Products LLC May 2009 - August 2009
Education
Miami University 2007 — 2011
BS, Engineering Management, Mechanical Engineering
Case Western Reserve University 2012 — 2013
Master's, Engineering and Management
Houlihan Lokey March 2014 - Present
Brown Gibbons Lang & Company November 2012 - March 2014
Lumitex, Inc. July 2012 - November 2012
Greenlees Filter Mfg, LLC May 2011 - August 2011
R2C Performance Products LLC May 2009 - August 2009
Education
Miami University 2007 — 2011
BS, Engineering Management, Mechanical Engineering
Case Western Reserve University 2012 — 2013
Master's, Engineering and Management
Linda Kuester Linda Kuester's Houlihan Lokey Experience March 2001 - July 2007
Job Risk Operations Analyst
Industry Banking
Experience
JPMorgan Chase November 2013 - Present
JPMorgan Chase November 2013 - Present
Sterling Jewelers March 2009 - July 2012
Gensler October 2007 - October 2008
Houlihan Lokey March 2001 - July 2007
Conscium Inc. - Financial Printer May 2000 - January 2001
Career Group Inc. April 1999 - April 2000
Health Net March 1997 - April 1999
Tenet Healthcare May 1989 - May 1996
Skills
Computer Proficiency, Gregg Shorthand, Sales, Fundraising, Recruiting, Corporate Events, Customer Service, Board of Director..., Office Management, Office Administration, Budget Reconciliation, Supervisor..., Travel Planning, Master Scheduling, Resume Writing, Writing, Meeting Planning, Personal Executive..., House Management, Administrative..., Event Management, Retail, Management, Leadership, Outlook, Time Management, Event Planning
Education
Bradford School
Diploma, Secretarial Sciences
Columbus Business University
Diploma, Executive Assistant/Secretarial Sciences
Steubenville High School
JPMorgan Chase November 2013 - Present
JPMorgan Chase November 2013 - Present
Sterling Jewelers March 2009 - July 2012
Gensler October 2007 - October 2008
Houlihan Lokey March 2001 - July 2007
Conscium Inc. - Financial Printer May 2000 - January 2001
Career Group Inc. April 1999 - April 2000
Health Net March 1997 - April 1999
Tenet Healthcare May 1989 - May 1996
Skills
Computer Proficiency, Gregg Shorthand, Sales, Fundraising, Recruiting, Corporate Events, Customer Service, Board of Director..., Office Management, Office Administration, Budget Reconciliation, Supervisor..., Travel Planning, Master Scheduling, Resume Writing, Writing, Meeting Planning, Personal Executive..., House Management, Administrative..., Event Management, Retail, Management, Leadership, Outlook, Time Management, Event Planning
Education
Bradford School
Diploma, Secretarial Sciences
Columbus Business University
Diploma, Executive Assistant/Secretarial Sciences
Steubenville High School
David Milch's Houlihan Lokey Experience July 2008 - October 2009
Job Acquisitions Associate at Building and Land Technology
Industry Real Estate
Experience
Building & Land Technology September 2014 - Present
Lefrak Organization June 2013 - August 2013
Capital Trust September 2011 - July 2012
Jefferies & Company October 2009 - July 2011
Houlihan Lokey July 2008 - October 2009
Credit Suisse:Real Estate Finance and Securitization Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Microsoft Office, Due Diligence, Corporate Finance, Asset Management, Bloomberg, Private Equity, Mergers, Acquisitions, Underwriting, REIT, Investments, Finance, Commercial Real Estate, Real Estate Development
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
Bachelor of Arts
Dalton School
Building & Land Technology September 2014 - Present
Lefrak Organization June 2013 - August 2013
Capital Trust September 2011 - July 2012
Jefferies & Company October 2009 - July 2011
Houlihan Lokey July 2008 - October 2009
Credit Suisse:Real Estate Finance and Securitization Group June 2007 - August 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers & Acquisitions, Microsoft Office, Due Diligence, Corporate Finance, Asset Management, Bloomberg, Private Equity, Mergers, Acquisitions, Underwriting, REIT, Investments, Finance, Commercial Real Estate, Real Estate Development
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Brandeis University 2004 — 2008
Bachelor of Arts
Dalton School
Adrian Lugo Adrian Lugo's Houlihan Lokey Experience January 2015 - June 2015
Job Stock Associate at Lucky Brand
Industry Retail
Experience
Lucky Brand August 2009 - Present
Houlihan Lokey January 2015 - June 2015
yU+co 2009 - 2010
Disney Consumer Products March 2009 - May 2009
Film Independent 2008 - 2009
Wells Fargo November 2000 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
University of California, Los Angeles 2004 — 2006
Bachelor's Degree, Political Science and Government
Antelope Valley College 2000 — 2004
Associate's Degree, Letters, Arts & Sciences
Lucky Brand August 2009 - Present
Houlihan Lokey January 2015 - June 2015
yU+co 2009 - 2010
Disney Consumer Products March 2009 - May 2009
Film Independent 2008 - 2009
Wells Fargo November 2000 - May 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English
Education
University of California, Los Angeles 2004 — 2006
Bachelor's Degree, Political Science and Government
Antelope Valley College 2000 — 2004
Associate's Degree, Letters, Arts & Sciences
Robert Pless Robert Pless's Houlihan Lokey Experience July 2014 - Present
Job Financial Services Professional
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Houlihan Lokey July 2014 - Present
William Blair & Company May 2012 - August 2012
Sterne Agee May 2011 - July 2011
Sterne Agee June 2010 - August 2010
Skills
Financial Statement..., Financial Modeling, Statistical Data..., Bloomberg, Microsoft Excel, Chinese, Sports Nutrition, PowerPoint, Weight Training, Valuation, Analysis, Economics
Education
Beijing Language and Culture University 2013 — 2014
Foreign Student, Business Chinese
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science (BSc), Economics
Peking University 2011 — 2012
Exchange Student, Guanghua School of Management
The Altamont School 2005 — 2009
Akshay Joshi's Houlihan Lokey Experience June 2015 - Present
Job Summer Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
G2 Capital Advisors January 2015 - May 2015
Landmark Group 2011 - 2014
Gokhale & Sathe 2009 - 2011
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Investment Banking, Forecasting, Portfolio Management, Cash Flow Forecasting, Due Diligence, Valuation, Auditing, Financial Accounting, Capital Budgeting, IFRS, Banking, Mergers & Acquisitions, Management, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
The Institute of Chartered Accountants of India 2006 — 2011
Associate Chartered Accountant (ACA)
University of Mumbai 2006 — 2009
Bachelor of Commerce (B.Com.), Financial Accounting & Auditing
Houlihan Lokey June 2015 - Present
G2 Capital Advisors January 2015 - May 2015
Landmark Group 2011 - 2014
Gokhale & Sathe 2009 - 2011
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Investment Banking, Forecasting, Portfolio Management, Cash Flow Forecasting, Due Diligence, Valuation, Auditing, Financial Accounting, Capital Budgeting, IFRS, Banking, Mergers & Acquisitions, Management, Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2014 — 2016
Master of Business Administration (MBA)
The Institute of Chartered Accountants of India 2006 — 2011
Associate Chartered Accountant (ACA)
University of Mumbai 2006 — 2009
Bachelor of Commerce (B.Com.), Financial Accounting & Auditing
Robert Norvell Robert Norvell's Houlihan Lokey Experience September 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2014 - Present
Houlihan Lokey June 2014 - August 2014
Wall Street Warfighters Foundation October 2013 - May 2014
Wells Fargo Advisors September 2006 - December 2009
US Army June 1999 - October 2006
Skills
Investments, Leadership, Corporate Finance, Financial Modeling, Finance, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Portfolio Management, Economic Research, Microsoft Word, Equity Research, Financial Statement..., Bloomberg, Data Analysis, Management
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science in Finance (MSF), Finance, 3.83/4.0
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science, Economics, 3.66/4.0
Austin Peay State University 2000 — 2005
Associate of Science, Liberal Arts, 3.69/4.0
Houlihan Lokey September 2014 - Present
Houlihan Lokey June 2014 - August 2014
Wall Street Warfighters Foundation October 2013 - May 2014
Wells Fargo Advisors September 2006 - December 2009
US Army June 1999 - October 2006
Skills
Investments, Leadership, Corporate Finance, Financial Modeling, Finance, Valuation, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Portfolio Management, Economic Research, Microsoft Word, Equity Research, Financial Statement..., Bloomberg, Data Analysis, Management
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science in Finance (MSF), Finance, 3.83/4.0
Purdue University - Krannert School of Management 2010 — 2012
Bachelor of Science, Economics, 3.66/4.0
Austin Peay State University 2000 — 2005
Associate of Science, Liberal Arts, 3.69/4.0
Rajesh (Raj) Mahajan Rajesh (Raj) Mahajan's Houlihan Lokey Experience 2004 - 2006
Job Managing Partner at Basswood Capital
Industry Venture Capital & Private Equity
Experience
Basswood Capital May 2014 - Present
Duff & Phelps October 2011 - May 2014
USC Marshall School of Business January 2011 - May 2011
USC Marshall School of Business August 2009 - May 2011
Cisco Systems June 2010 - August 2010
Redbox Telecom/ Analysys Mason October 2008 - March 2009
The Wave Equity Partners September 2007 - October 2008
Houlihan Lokey 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Investment Banking, Financial Analysis, Consulting, Valuation, Strategy, Private Equity, Financial Modeling, Mergers & Acquisitions, Telecommunications, Investments, Debt Restructuring, Subordinated Debt, Senior Debt, Transaction Experience, Distressed M&A, M&A Modeling, SOTP, Precedent Transactions, Comparable Analysis, DCF Valuation, Special Situations, Business Strategy, Business Valuation, Asset Management, Due Diligence, Corporate Finance, Finance, Management, Venture Capital, mergers and acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy, Finance, Entrepreneurship
Boston University Questrom School of Business 2000 — 2002
Business Administration, Finance, Operations Management
Palos Verdes Peninsula High School 1994 — 1998
Basswood Capital May 2014 - Present
Duff & Phelps October 2011 - May 2014
USC Marshall School of Business January 2011 - May 2011
USC Marshall School of Business August 2009 - May 2011
Cisco Systems June 2010 - August 2010
Redbox Telecom/ Analysys Mason October 2008 - March 2009
The Wave Equity Partners September 2007 - October 2008
Houlihan Lokey 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Investment Banking, Financial Analysis, Consulting, Valuation, Strategy, Private Equity, Financial Modeling, Mergers & Acquisitions, Telecommunications, Investments, Debt Restructuring, Subordinated Debt, Senior Debt, Transaction Experience, Distressed M&A, M&A Modeling, SOTP, Precedent Transactions, Comparable Analysis, DCF Valuation, Special Situations, Business Strategy, Business Valuation, Asset Management, Due Diligence, Corporate Finance, Finance, Management, Venture Capital, mergers and acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy, Finance, Entrepreneurship
Boston University Questrom School of Business 2000 — 2002
Business Administration, Finance, Operations Management
Palos Verdes Peninsula High School 1994 — 1998
Harris Antoniades, PhD, CFA Harris Antoniades, PhD, CFA's Houlihan Lokey Experience October 2007 - November 2008
Job Managing Director at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross October 2013 - Present
PricewaterhouseCoopers December 2008 - October 2013
Houlihan Lokey October 2007 - November 2008
Ernst & Young, Valuation & Business Modeling, London, UK January 2007 - August 2007
Real Options Group August 2002 - December 2006
University of Cyprus, Department of Public and Business Administration January 2003 - June 2006
Standard & Poor's Corporate Value Consulting September 2001 - July 2002
PwC January 2001 - September 2001
Skills
Firm Valuation, Decision Modeling, Capital Markets, Derivatives, Corporate Treasury, FX Hedging, Hedge Accounting, FAS 133, FAS 157, Fair Value, Model Validation, CVA, Counterparty Risk, Liquidity Risk, Capital Allocation, Economic Capital, Risk Measurement, Exotic Derivatives, Swaptions, Interest Rate Swaps, FX Options, Options Strategies, Convertible Bonds, Warrants, Equity Swaps, SEC reporting, Corporate Development, Transaction Advisory, Liquidity, Valuation, Risk Management, SEC filings, DCF, Equity Derivatives, Business Valuation, Private Equity, Finance, Strategy, Mergers & Acquisitions, Financial Modeling, Treasury Management, Corporate Finance, Transaction Processing, Securities
Education
University of California, Los Angeles 1996 — 2000
Ph.D.
Mediterranean Institute of Management 1995 — 1996
Post Graduate Diploma
Ethniko Metsovio Polytechnico 1989 — 1994
Engineering Diploma
Stout Risius Ross October 2013 - Present
PricewaterhouseCoopers December 2008 - October 2013
Houlihan Lokey October 2007 - November 2008
Ernst & Young, Valuation & Business Modeling, London, UK January 2007 - August 2007
Real Options Group August 2002 - December 2006
University of Cyprus, Department of Public and Business Administration January 2003 - June 2006
Standard & Poor's Corporate Value Consulting September 2001 - July 2002
PwC January 2001 - September 2001
Skills
Firm Valuation, Decision Modeling, Capital Markets, Derivatives, Corporate Treasury, FX Hedging, Hedge Accounting, FAS 133, FAS 157, Fair Value, Model Validation, CVA, Counterparty Risk, Liquidity Risk, Capital Allocation, Economic Capital, Risk Measurement, Exotic Derivatives, Swaptions, Interest Rate Swaps, FX Options, Options Strategies, Convertible Bonds, Warrants, Equity Swaps, SEC reporting, Corporate Development, Transaction Advisory, Liquidity, Valuation, Risk Management, SEC filings, DCF, Equity Derivatives, Business Valuation, Private Equity, Finance, Strategy, Mergers & Acquisitions, Financial Modeling, Treasury Management, Corporate Finance, Transaction Processing, Securities
Education
University of California, Los Angeles 1996 — 2000
Ph.D.
Mediterranean Institute of Management 1995 — 1996
Post Graduate Diploma
Ethniko Metsovio Polytechnico 1989 — 1994
Engineering Diploma
Daniel Welch's Houlihan Lokey Experience January 2008 - June 2010
Job Investment Banking Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Morgan Stanley July 2014 - Present
KeyBanc Capital Markets July 2011 - July 2014
Cappello Capital Corp. June 2010 - June 2011
Houlihan Lokey January 2008 - June 2010
Skills
Financial Analysis, Capital Raises, Financial Advisory, Mergers, Strategy, Valuation, Investment Banking, Venture Capital, Finance, Options, Financial Modeling, Business Valuation, Corporate Finance, Private Equity, Bloomberg, Investments, Mergers & Acquisitions, LBO
Education
Baylor University 2004 — 2007
BBA, Finance
Monica Giove Monica Giove's Houlihan Lokey Experience July 1999 - January 2006
Job Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Asset & Wealth Management October 2014 - Present
Deutsche Bank October 2012 - September 2014
Deutsche Asset Management October 2006 - November 2012
Houlihan Lokey July 1999 - January 2006
Skills
Fixed Income, Equities, Corporate Finance, Series 7, Financial Markets, Financial Services, Risk Management, Venture Capital, Options, Banking, Microsoft Excel, Mergers & Acquisitions, Structured Finance, Restructuring, Mutual Funds, Lotus Notes, Management, Series 63, Investor Relations
Education
City University of New York-College of Staten Island 1999 — 2001
Katherine Gibbs School 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Deutsche Asset & Wealth Management October 2014 - Present
Deutsche Bank October 2012 - September 2014
Deutsche Asset Management October 2006 - November 2012
Houlihan Lokey July 1999 - January 2006
Skills
Fixed Income, Equities, Corporate Finance, Series 7, Financial Markets, Financial Services, Risk Management, Venture Capital, Options, Banking, Microsoft Excel, Mergers & Acquisitions, Structured Finance, Restructuring, Mutual Funds, Lotus Notes, Management, Series 63, Investor Relations
Education
City University of New York-College of Staten Island 1999 — 2001
Katherine Gibbs School 1998 — 2000
Associate's degree, Business Administration, Management and Operations
Jason Abt Jason Abt's Houlihan Lokey Experience October 2014 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Houlihan Lokey October 2014 - Present
Robert W. Baird & Co. March 2012 - September 2014
The Vincraft Group March 2009 - December 2011
Cowen and Company 2002 - 2009
Credit Suisse 2001 - 2002
Banc of America Securities 1998 - 2000
Great Western Bank 1993 - 1996
Resolution Trust Corporation 1991 - 1993
Skills
Private Equity, Valuation, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, Management, Portfolio Management, Investment Banking, Equities, Finance, Restructuring
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA), Finance
Arizona State University 1986 — 1990
Bachelor of Science (BS), Finance
Justin Jarkowski Justin Jarkowski's Houlihan Lokey Experience May 2004 - December 2005
Job Vice President, Finance at FrontPoint Security
Industry Computer Software
Experience
Frontpoint August 2012 - Present
Rosetta Stone March 2010 - August 2012
XLHealth April 2006 - March 2010
Houlihan Lokey May 2004 - December 2005
Quest Diagnostics October 2001 - May 2004
Deutsche Banc Alex. Brown, Inc. July 1999 - October 2001
Skills
Forecasting, Business Analysis, Risk Management, Strategic Financial..., Strategy, Financial Reporting, Growth Management, Team Building, Financial Analysis, Valuation, Analysis, Business Planning, Due Diligence, Project Management, Management, Mergers & Acquisitions, Financial Modeling, Analytics, Vendor Management, Mergers, Process Improvement, Budgets, Finance, Competitive Analysis, Business Intelligence, Corporate Finance, Variance Analysis, Financial Planning
Education
Bucknell University 1995 — 1999
Bachelor of Science and Bachelor of Arts, Civil Engineering and Economics
Frontpoint August 2012 - Present
Rosetta Stone March 2010 - August 2012
XLHealth April 2006 - March 2010
Houlihan Lokey May 2004 - December 2005
Quest Diagnostics October 2001 - May 2004
Deutsche Banc Alex. Brown, Inc. July 1999 - October 2001
Skills
Forecasting, Business Analysis, Risk Management, Strategic Financial..., Strategy, Financial Reporting, Growth Management, Team Building, Financial Analysis, Valuation, Analysis, Business Planning, Due Diligence, Project Management, Management, Mergers & Acquisitions, Financial Modeling, Analytics, Vendor Management, Mergers, Process Improvement, Budgets, Finance, Competitive Analysis, Business Intelligence, Corporate Finance, Variance Analysis, Financial Planning
Education
Bucknell University 1995 — 1999
Bachelor of Science and Bachelor of Arts, Civil Engineering and Economics
Abby Resnick's Houlihan Lokey Experience January 2011 - April 2011
Job Student at Zicklin School Of Business Baruch College CUNY
Industry Financial Services
Experience
Zicklin School Of Business - Baruch College - CUNY January 2011 - Present
Houlihan Lokey January 2011 - April 2011
Houlihan Lokey 2009 - 2010
Education
City University of New York-Baruch College 2009 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Zicklin School Of Business - Baruch College - CUNY January 2011 - Present
Houlihan Lokey January 2011 - April 2011
Houlihan Lokey 2009 - 2010
Education
City University of New York-Baruch College 2009 — 2011
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Glenn Neblett Glenn Neblett's Houlihan Lokey Experience July 2000 - May 2010
Job
Industry Oil & Energy
Experience
Impact Selector, Inc. April 2014 - Present
Capital Southwest Corp May 2010 - March 2014
Houlihan Lokey July 2000 - May 2010
ECDI Capital Corp 1998 - 2000
AmeriCredit Corp. 1997 - 1998
EY 1995 - 1997
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Venture Capital, Investments, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1994 — 1995
Master of Business Administration (MBA), Finance
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Impact Selector, Inc. April 2014 - Present
Capital Southwest Corp May 2010 - March 2014
Houlihan Lokey July 2000 - May 2010
ECDI Capital Corp 1998 - 2000
AmeriCredit Corp. 1997 - 1998
EY 1995 - 1997
Skills
Valuation, Private Equity, Financial Modeling, Due Diligence, Venture Capital, Investments, Mergers & Acquisitions
Education
Baylor University - Hankamer School of Business 1994 — 1995
Master of Business Administration (MBA), Finance
Baylor University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Ronald W. Phillis Ronald W. Phillis's Houlihan Lokey Experience May 1991 - April 1995
Job Private Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2011 - Present
Banc of America Securities August 2005 - September 2006
Banc of America Securities April 2002 - September 2005
Goldman Sachs, Inc. November 1997 - April 2002
Fidelity Management and Research Company June 1996 - August 1996
Houlihan Lokey May 1991 - April 1995
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
California State University-Northridge 1987 — 1990
B.S., Finance
UBS Financial Services Inc. May 2011 - Present
Banc of America Securities August 2005 - September 2006
Banc of America Securities April 2002 - September 2005
Goldman Sachs, Inc. November 1997 - April 2002
Fidelity Management and Research Company June 1996 - August 1996
Houlihan Lokey May 1991 - April 1995
Education
NYU Stern School of Business 1995 — 1997
MBA, Finance
California State University-Northridge 1987 — 1990
B.S., Finance
Matt Polley Matt Polley's Houlihan Lokey Experience June 2015 - August 2015
Job Summer Associate at Houlihan Lokey
Industry Entertainment
Experience
Comflix Studios, Inc January 2009 - Present
Houlihan Lokey June 2015 - August 2015
Warner Bros. Warner Independent Pictures June 2007 - December 2008
United Talent Agency 2006 - 2007
HBO 2005 - 2006
Skills
Film, Entertainment, Digital Marketing, Online Advertising, Video Production, Business Strategy, Business Development, Management, Media Relations, Television, New Media
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
Biola University
Comflix Studios, Inc January 2009 - Present
Houlihan Lokey June 2015 - August 2015
Warner Bros. Warner Independent Pictures June 2007 - December 2008
United Talent Agency 2006 - 2007
HBO 2005 - 2006
Skills
Film, Entertainment, Digital Marketing, Online Advertising, Video Production, Business Strategy, Business Development, Management, Media Relations, Television, New Media
Education
University of Southern California - Marshall School of Business 2013 — 2016
Master of Business Administration (MBA)
Biola University
Emma Iannini Emma Iannini's Houlihan Lokey Experience June 2014 - July 2014
Job Founder and President at Georgetown Against Gun Violence
Industry International Affairs
Experience
Georgetown Against Gun Violence August 2014 - Present
Herogies 2014 - Present
Houlihan Lokey June 2014 - July 2014
U.S. House of Representatives August 2013 - December 2013
National Gun Victims Action Council (NGVAC) May 2013 - September 2013
Chris Murphy for Senate May 2012 - November 2012
Skills
Politics, International Relations, Public Policy, Political Campaigns, Political Science, American Politics, Policy Analysis, Economics, Foreign Policy, Capital IQ, Food Industry, International Business, International..., Grassroots, Social Media, Public Speaking, Research, Microsoft Office, PowerPoint
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), International Relations and Affairs
Choate Rosemary Hall 2008 — 2012
Georgetown Against Gun Violence August 2014 - Present
Herogies 2014 - Present
Houlihan Lokey June 2014 - July 2014
U.S. House of Representatives August 2013 - December 2013
National Gun Victims Action Council (NGVAC) May 2013 - September 2013
Chris Murphy for Senate May 2012 - November 2012
Skills
Politics, International Relations, Public Policy, Political Campaigns, Political Science, American Politics, Policy Analysis, Economics, Foreign Policy, Capital IQ, Food Industry, International Business, International..., Grassroots, Social Media, Public Speaking, Research, Microsoft Office, PowerPoint
Education
Georgetown University 2012 — 2016
Bachelor of Science (BS), International Relations and Affairs
Choate Rosemary Hall 2008 — 2012
Regina Rioux Regina Rioux's Houlihan Lokey Experience December 2000 - March 2013
Job Office Manager at Levine Leichtman Capital Partners
Industry Financial Services
Experience
Levine Leichtman Capital Partners March 2013 - Present
Houlihan Lokey December 2000 - March 2013
Monster Crochet 2005 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Claremont Graduate University 1995 — 1997
Master's of Fine Arts Degree, Sculpture
California State University-Northridge 1987 — 1993
Bachelor of Arts (B.A.), Fiber, Textile and Weaving Arts
Levine Leichtman Capital Partners March 2013 - Present
Houlihan Lokey December 2000 - March 2013
Monster Crochet 2005 - 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Claremont Graduate University 1995 — 1997
Master's of Fine Arts Degree, Sculpture
California State University-Northridge 1987 — 1993
Bachelor of Arts (B.A.), Fiber, Textile and Weaving Arts
Ryan Hammon, CFA's Houlihan Lokey Experience June 2010 - December 2011
Job Vice President at Blackstreet Capital Management, LLC
Industry Venture Capital & Private Equity
Experience
Blackstreet Capital Management, LLC December 2014 - Present
Blackstreet Capital Management, LLC January 2012 - December 2014
Houlihan Lokey June 2010 - December 2011
FMV Opinions, Inc. January 2008 - February 2010
Comerica Bank July 2007 - January 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration
Swinburne University of Technology 2006 — 2006
Study Abroad Program in Melbourne, Australia
Blackstreet Capital Management, LLC December 2014 - Present
Blackstreet Capital Management, LLC January 2012 - December 2014
Houlihan Lokey June 2010 - December 2011
FMV Opinions, Inc. January 2008 - February 2010
Comerica Bank July 2007 - January 2008
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration
Swinburne University of Technology 2006 — 2006
Study Abroad Program in Melbourne, Australia
Matthew Tran's Houlihan Lokey Experience January 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey January 2015 - Present
MUFG Union Bank N.A. May 2014 - August 2014
Family Portfolio December 2009 - December 2013
The Galena Group LLC June 2012 - August 2013
UCSF Medical Center September 2011 - July 2012
UCSF Koret Vision Laboratory May 2011 - August 2011
Tennis Town & Country May 2011 - August 2011
Kumon August 2008 - December 2008
Skills
Matlab, Valuation, Equity Trading, Risk Management, C++, Fixed Income, Technical Analysis, Financial Analysis, Options, Asset Management, Equity Research, Bloomberg Terminal, R, Financial Modeling, Microsoft Excel, Statistics, DCF Valuation, Fundamental Analysis, Visual Basic, Visual C++, Data Analysis, Biochemistry, Microsoft Office, AMPL, Western Blotting, PCR, Derivatives, AutoCAD
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2014
Master of Science (M.S.), Financial Engineering
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Bioengineering (Focus in Computational Biology)
Carlmont High School 2005 — 2009
High School Diploma
Houlihan Lokey January 2015 - Present
MUFG Union Bank N.A. May 2014 - August 2014
Family Portfolio December 2009 - December 2013
The Galena Group LLC June 2012 - August 2013
UCSF Medical Center September 2011 - July 2012
UCSF Koret Vision Laboratory May 2011 - August 2011
Tennis Town & Country May 2011 - August 2011
Kumon August 2008 - December 2008
Skills
Matlab, Valuation, Equity Trading, Risk Management, C++, Fixed Income, Technical Analysis, Financial Analysis, Options, Asset Management, Equity Research, Bloomberg Terminal, R, Financial Modeling, Microsoft Excel, Statistics, DCF Valuation, Fundamental Analysis, Visual Basic, Visual C++, Data Analysis, Biochemistry, Microsoft Office, AMPL, Western Blotting, PCR, Derivatives, AutoCAD
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2013 — 2014
Master of Science (M.S.), Financial Engineering
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Bioengineering (Focus in Computational Biology)
Carlmont High School 2005 — 2009
High School Diploma
Katherine Pearce Katherine Pearce's Houlihan Lokey Experience August 2011 - August 2012
Job Student at Columbia University in the City of New York
Industry Museums and Institutions
Experience
Columbia University in the City of New York September 2014 - Present
Houlihan Lokey August 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - April 2011
Guggenheim Museum January 2010 - June 2010
Whitney Museum of American Art January 2010 - June 2010
Smithsonian American Art Museum August 2009 - December 2009
American University August 2009 - December 2009
Visual Resources Center August 2008 - December 2009
The Phillips Collection June 2009 - August 2009
Doyle New York June 2005 - August 2005
Skills
Microsoft Excel, Spanish, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Italian, Excel, TMS, Public Speaking, Art History, Management, Nonprofits, Social Media, Research, Event Planning, Editing, Writing
Education
Columbia University in the City of New York 2014 — 2017
Pre-Medicine/Pre-Medical Studies
American University 2008 — 2010
M.A, Art History; Modern European Art
Bates College 2003 — 2007
B.A, Art and Visual Culture
Temple University 2006 — 2006
Study Abroad, Art History/Roman History
Columbia University in the City of New York September 2014 - Present
Houlihan Lokey August 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - April 2011
Guggenheim Museum January 2010 - June 2010
Whitney Museum of American Art January 2010 - June 2010
Smithsonian American Art Museum August 2009 - December 2009
American University August 2009 - December 2009
Visual Resources Center August 2008 - December 2009
The Phillips Collection June 2009 - August 2009
Doyle New York June 2005 - August 2005
Skills
Microsoft Excel, Spanish, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Italian, Excel, TMS, Public Speaking, Art History, Management, Nonprofits, Social Media, Research, Event Planning, Editing, Writing
Education
Columbia University in the City of New York 2014 — 2017
Pre-Medicine/Pre-Medical Studies
American University 2008 — 2010
M.A, Art History; Modern European Art
Bates College 2003 — 2007
B.A, Art and Visual Culture
Temple University 2006 — 2006
Study Abroad, Art History/Roman History
Brandon Overmyer Brandon Overmyer's Houlihan Lokey Experience 2011 - 2012
Job Investment Banking Associate at Capstone Partners
Industry Investment Banking
Experience
Capstone Partners 2013 - Present
Houlihan Lokey 2011 - 2012
Trial Professionals, P.A. 2010 - 2011
LG 2009 - 2009
Voxeo 2007 - 2007
Apple 2003 - 2006
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Equities, Corporate Development, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, M&A experience, Finance, Private Placements, Capital Markets
Education
Baylor University School of Law
JD, Litigation
Rollins College - Crummer Graduate School of Business
Mini-MBA
University of Florida
BA, Political Science
Capstone Partners 2013 - Present
Houlihan Lokey 2011 - 2012
Trial Professionals, P.A. 2010 - 2011
LG 2009 - 2009
Voxeo 2007 - 2007
Apple 2003 - 2006
Skills
Financial Modeling, Valuation, Mergers, Investment Banking, Private Equity, Corporate Finance, Venture Capital, Equities, Corporate Development, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, M&A experience, Finance, Private Placements, Capital Markets
Education
Baylor University School of Law
JD, Litigation
Rollins College - Crummer Graduate School of Business
Mini-MBA
University of Florida
BA, Political Science
Barbara Tournas's Houlihan Lokey Experience 2004 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2004 - Present
Boral Industries July 1995 - July 2004
Midland Management 1990 - 1992
Pepsi Cola General Bottlers 1989 - 1992
Skills
New Business Development, Forecasting, Portfolio Management, Team Leadership, Start-ups, Finance, Management
Education
Augustana College 1980 — 1984
B.A., Psychology / Business
Houlihan Lokey 2004 - Present
Boral Industries July 1995 - July 2004
Midland Management 1990 - 1992
Pepsi Cola General Bottlers 1989 - 1992
Skills
New Business Development, Forecasting, Portfolio Management, Team Leadership, Start-ups, Finance, Management
Education
Augustana College 1980 — 1984
B.A., Psychology / Business
Tony Lee's Houlihan Lokey Experience September 2011 - August 2014
Job Cerberus Capital Management
Industry Financial Services
Experience
Cerberus Capital Management September 2014 - Present
Houlihan Lokey September 2011 - August 2014
Chartis, an AIG company December 2009 - September 2011
Ernst & Young LLP August 2006 - December 2009
Skills
Valuation, Business Valuation, Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Due Diligence, Finance, Restructuring, Strategic Planning, Microsoft Excel, Private Equity, Investment Banking, Equities, Asset Management, Tax, Mergers
Education
Boston College
Finance
Cerberus Capital Management September 2014 - Present
Houlihan Lokey September 2011 - August 2014
Chartis, an AIG company December 2009 - September 2011
Ernst & Young LLP August 2006 - December 2009
Skills
Valuation, Business Valuation, Financial Modeling, Business Strategy, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Financial Reporting, Due Diligence, Finance, Restructuring, Strategic Planning, Microsoft Excel, Private Equity, Investment Banking, Equities, Asset Management, Tax, Mergers
Education
Boston College
Finance
Harris Baltch Harris Baltch's Houlihan Lokey Experience June 2009 - August 2009
Job Director at UBS Investment Bank
Industry Banking
Experience
UBS Investment Bank August 2010 - Present
Houlihan Lokey June 2009 - August 2009
Houlihan Lokey Howard & Zukin June 2008 - July 2008
PricewaterhouseCoopers September 2004 - April 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Binghamton University 2000 — 2004
B.S., Accounting
UBS Investment Bank August 2010 - Present
Houlihan Lokey June 2009 - August 2009
Houlihan Lokey Howard & Zukin June 2008 - July 2008
PricewaterhouseCoopers September 2004 - April 2008
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Binghamton University 2000 — 2004
B.S., Accounting
Akm Hasan Akm Hasan's Houlihan Lokey Experience December 2014 - Present
Job IT Professional at Houlihan Lokey
Industry Government Administration
Experience
Houlihan Lokey December 2014 - Present
FEMA October 2010 - September 2014
Baruch College November 2006 - February 2009
Baruch College July 2004 - October 2006
Skills
Active Directory, Management, Computer Hardware, Technical Support, Networking, Teamwork, Windows Server, Customer Service, Microsoft Excel, Software Installation, Training, Microsoft Exchange, Team Leadership, Recruiting, Team Building, Help Desk Support, Microsoft Word, Leadership, System Administration, Policy, Security, Active Directory..., Norton Ghost, PC Building, MIcrosoft Outlook, Lotus Notes, Backup Administration, Print Server Admin, Windows XP Professional, Government, Disaster Response, Crisis Management, Emergency Management, Incident Management, BMC Remedy Ticketing..., TechExcel
Education
City University of New York-Baruch College 2004 — 2005
BBA
Houlihan Lokey December 2014 - Present
FEMA October 2010 - September 2014
Baruch College November 2006 - February 2009
Baruch College July 2004 - October 2006
Skills
Active Directory, Management, Computer Hardware, Technical Support, Networking, Teamwork, Windows Server, Customer Service, Microsoft Excel, Software Installation, Training, Microsoft Exchange, Team Leadership, Recruiting, Team Building, Help Desk Support, Microsoft Word, Leadership, System Administration, Policy, Security, Active Directory..., Norton Ghost, PC Building, MIcrosoft Outlook, Lotus Notes, Backup Administration, Print Server Admin, Windows XP Professional, Government, Disaster Response, Crisis Management, Emergency Management, Incident Management, BMC Remedy Ticketing..., TechExcel
Education
City University of New York-Baruch College 2004 — 2005
BBA
Todd Hellmann Todd Hellmann's Houlihan Lokey Experience 1991 - 1995
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
Sumit Aneja Sumit Aneja's Houlihan Lokey Experience June 2013 - August 2013
Job Associate at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Yale University December 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Yale University August 2012 - January 2013
International Monetary Fund May 2009 - August 2012
International Monetary Fund June 2008 - May 2009
Marshall & Stevens February 2008 - May 2008
Tata Consultancy Services September 2006 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Data Analysis, Due Diligence, Bloomberg, Analysis, Research, Management Consulting, Econometrics, Stata, Eviews, Macroeconomics, Derivatives, Fixed Income, Finance, Quantitative Analytics, Statistics, Emerging Markets, Capital Markets, Investment Banking, Equity Research
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
MS, Financial Engineering Management
Punjab Engineering College 2002 — 2006
B.E, Electrical Engineering
Bank of America Merrill Lynch August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Yale University December 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Yale University August 2012 - January 2013
International Monetary Fund May 2009 - August 2012
International Monetary Fund June 2008 - May 2009
Marshall & Stevens February 2008 - May 2008
Tata Consultancy Services September 2006 - August 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Economics, Data Analysis, Due Diligence, Bloomberg, Analysis, Research, Management Consulting, Econometrics, Stata, Eviews, Macroeconomics, Derivatives, Fixed Income, Finance, Quantitative Analytics, Statistics, Emerging Markets, Capital Markets, Investment Banking, Equity Research
Education
Yale School of Management 2012 — 2014
Master of Business Administration (MBA)
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 2007 — 2009
MS, Financial Engineering Management
Punjab Engineering College 2002 — 2006
B.E, Electrical Engineering
Chris Hayes Chris Hayes's Houlihan Lokey Experience January 2013 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2013 - Present
Milestone Advisors June 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Finance, DCF, Asset Management
Education
Baylor University 2007 — 2011
BBA, Finance, Economics and Entrepreneurship
Houlihan Lokey January 2013 - Present
Milestone Advisors June 2011 - December 2012
JPMorgan Chase June 2010 - August 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Finance, DCF, Asset Management
Education
Baylor University 2007 — 2011
BBA, Finance, Economics and Entrepreneurship
Monika Rivera Monika Rivera's Houlihan Lokey Experience July 2013 - Present
Job Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2013 - Present
J.P. Morgan 2007 - July 2013
Skills
Investment Banking, Finance, Financial Services, Equities, Market Research, Investments
Education
California Lutheran University
BA, Sociology
Houlihan Lokey July 2013 - Present
J.P. Morgan 2007 - July 2013
Skills
Investment Banking, Finance, Financial Services, Equities, Market Research, Investments
Education
California Lutheran University
BA, Sociology
Anabel Luna Anabel Luna's Houlihan Lokey Experience March 2013 - February 2014
Job Director, Investments at California Community Foundation
Industry Investment Management
Experience
California Community Foundation February 2014 - Present
Houlihan Lokey March 2013 - February 2014
SABEResPODER May 2012 - September 2012
KPMG LLP September 2006 - May 2012
Sanli Pastore & Hill, Inc. May 2005 - September 2006
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Finance, Due Diligence, Financial Analysis, Private Equity, Equities, Purchase Price..., Financial Reporting, Bloomberg, Mergers & Acquisitions, Accounting, DCF, Investments, Intangible Assets, Equity Valuation, M&A experience, Management, Asset Allocation
Education
Columbia University in the City of New York 2003 — 2004
MS, Industrial Engineering/Operations Research
University of Twente 2000 — 2001
Finance
California State University-Northridge 1999 — 2001
BS, Business Administration (Finance Emphasis)
California Community Foundation February 2014 - Present
Houlihan Lokey March 2013 - February 2014
SABEResPODER May 2012 - September 2012
KPMG LLP September 2006 - May 2012
Sanli Pastore & Hill, Inc. May 2005 - September 2006
Skills
Valuation, Business Valuation, Financial Modeling, Corporate Finance, Finance, Due Diligence, Financial Analysis, Private Equity, Equities, Purchase Price..., Financial Reporting, Bloomberg, Mergers & Acquisitions, Accounting, DCF, Investments, Intangible Assets, Equity Valuation, M&A experience, Management, Asset Allocation
Education
Columbia University in the City of New York 2003 — 2004
MS, Industrial Engineering/Operations Research
University of Twente 2000 — 2001
Finance
California State University-Northridge 1999 — 2001
BS, Business Administration (Finance Emphasis)
Allister Carlos's Houlihan Lokey Experience December 2005 - October 2011
Job Senior Director, Email Marketing at Live Nation
Industry Music
Experience
Live Nation May 2014 - Present
Live Nation September 2013 - May 2014
Ticketmaster October 2011 - September 2013
Houlihan Lokey December 2005 - October 2011
ACI Consulting 2002 - 2005
Skills
Email Marketing, Digital Marketing, Direct Marketing, SEO, Corporate Branding, Social Media Marketing, Account Management, Product Management, Project Management, Professional Services..., Direct Response, Search Engine Marketing, CRM software, Database Management, CRM, SEM, Services Marketing, Marketing Strategy, Google Analytics, Management, Marketing, Sales, Social Media, Database Admin, Mobile Marketing, Database Marketing
Education
California State University-Fullerton 1997 — 2002
BA, Business Administration, Marketing and Finance
Live Nation May 2014 - Present
Live Nation September 2013 - May 2014
Ticketmaster October 2011 - September 2013
Houlihan Lokey December 2005 - October 2011
ACI Consulting 2002 - 2005
Skills
Email Marketing, Digital Marketing, Direct Marketing, SEO, Corporate Branding, Social Media Marketing, Account Management, Product Management, Project Management, Professional Services..., Direct Response, Search Engine Marketing, CRM software, Database Management, CRM, SEM, Services Marketing, Marketing Strategy, Google Analytics, Management, Marketing, Sales, Social Media, Database Admin, Mobile Marketing, Database Marketing
Education
California State University-Fullerton 1997 — 2002
BA, Business Administration, Marketing and Finance
Paul Karam, CFA Paul Karam, CFA's Houlihan Lokey Experience 2014 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Jenny Lesser Jenny Lesser's Houlihan Lokey Experience 2005 - 2005
Job Senior Manager, Value Marketing at Clovis Oncology
Industry Biotechnology
Experience
Clovis Oncology April 2015 - Present
InterMune September 2014 - March 2015
Onyx Pharmaceuticals July 2013 - August 2014
Genentech June 2012 - August 2012
Essex Woodlands Health Ventures March 2010 - May 2010
Close Concerns April 2009 - August 2009
Barclays Capital September 2008 - April 2009
Lehman Brothers August 2007 - September 2008
Lehman Brothers 2006 - 2006
Houlihan Lokey 2005 - 2005
Skills
Strategy, Financial Modeling, Biotechnology, Corporate Finance, Analysis, Valuation, Oncology, Cross-functional Team..., Financial Analysis, Business Planning, Data Analysis, Portfolio Management, Managed Markets..., Biotechnology Industry, Business Analysis
Education
Harvard Business School 2010 — 2013
MBA
University of Cambridge 2009 — 2010
MPhil, Bioscience Enterprise
Amherst College 2003 — 2007
BA, Biology
University of Oxford 2006 — 2006
Visiting Student, Biochemistry
Marlborough School 1998 — 2003
Clovis Oncology April 2015 - Present
InterMune September 2014 - March 2015
Onyx Pharmaceuticals July 2013 - August 2014
Genentech June 2012 - August 2012
Essex Woodlands Health Ventures March 2010 - May 2010
Close Concerns April 2009 - August 2009
Barclays Capital September 2008 - April 2009
Lehman Brothers August 2007 - September 2008
Lehman Brothers 2006 - 2006
Houlihan Lokey 2005 - 2005
Skills
Strategy, Financial Modeling, Biotechnology, Corporate Finance, Analysis, Valuation, Oncology, Cross-functional Team..., Financial Analysis, Business Planning, Data Analysis, Portfolio Management, Managed Markets..., Biotechnology Industry, Business Analysis
Education
Harvard Business School 2010 — 2013
MBA
University of Cambridge 2009 — 2010
MPhil, Bioscience Enterprise
Amherst College 2003 — 2007
BA, Biology
University of Oxford 2006 — 2006
Visiting Student, Biochemistry
Marlborough School 1998 — 2003
Thomas Britt Thomas Britt's Houlihan Lokey Experience April 2006 - February 2010
Job Web Developer
Industry Computer Software
Experience
Latham & Watkins July 2012 - Present
Disney Interactive Media Group July 2010 - February 2011
Taproot Foundation February 2010 - September 2010
Houlihan Lokey April 2006 - February 2010
CCH, Inc September 2002 - April 2006
Direct Capital Markets, Inc November 1999 - July 2002
MicroCrafts (now Vanteon), Inc May 1998 - November 1999
Advanced Publishing Technology August 1997 - April 1998
Western Psychological Services January 1992 - August 1997
CCH Computax June 1990 - January 1992
Skills
JavaScript, ASP.NET, XML, Microsoft SQL Server, AJAX, SSIS, C#, jQuery, CSS, HTML, VB.NET, T-SQL, ASP, SQL, Crystal Reports, HTML 5, MySQL, Software Development, Visual Basic, Web Applications, SSRS, Java, Databases, VBScript, IIS, Requirements Analysis, Software Documentation, Testing
Education
California State University-Dominguez Hills 1989 — 1991
BS, Computer Science
Utah Technical College
A.A.S, Data Processing
Westminster College
B.A, Music
Latham & Watkins July 2012 - Present
Disney Interactive Media Group July 2010 - February 2011
Taproot Foundation February 2010 - September 2010
Houlihan Lokey April 2006 - February 2010
CCH, Inc September 2002 - April 2006
Direct Capital Markets, Inc November 1999 - July 2002
MicroCrafts (now Vanteon), Inc May 1998 - November 1999
Advanced Publishing Technology August 1997 - April 1998
Western Psychological Services January 1992 - August 1997
CCH Computax June 1990 - January 1992
Skills
JavaScript, ASP.NET, XML, Microsoft SQL Server, AJAX, SSIS, C#, jQuery, CSS, HTML, VB.NET, T-SQL, ASP, SQL, Crystal Reports, HTML 5, MySQL, Software Development, Visual Basic, Web Applications, SSRS, Java, Databases, VBScript, IIS, Requirements Analysis, Software Documentation, Testing
Education
California State University-Dominguez Hills 1989 — 1991
BS, Computer Science
Utah Technical College
A.A.S, Data Processing
Westminster College
B.A, Music
Jerome Davis's Houlihan Lokey Experience June 2005 - July 2008
Job Senior Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting October 2008 - Present
Houlihan Lokey June 2005 - July 2008
Skills
Restructuring, Financial Modeling, Management, Leadership, Business Strategy, Operations Management, Turnaround Strategy, Mergers & Acquisitions, Business Valuation, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Finance, Investment Banking
Education
Arizona State University
Bachelor's Degree, Global Business (Financial Management)
Chaparral High School
FTI Consulting October 2008 - Present
Houlihan Lokey June 2005 - July 2008
Skills
Restructuring, Financial Modeling, Management, Leadership, Business Strategy, Operations Management, Turnaround Strategy, Mergers & Acquisitions, Business Valuation, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Finance, Investment Banking
Education
Arizona State University
Bachelor's Degree, Global Business (Financial Management)
Chaparral High School
Casey Siegel Casey Siegel's Houlihan Lokey Experience 2007 - 2008
Job Executive Assistant at Little, Brown and Company
Industry Publishing
Experience
Little, Brown and Company September 2014 - Present
HowYAFictionWorks.com January 2014 - Present
Armchair/Shotgun 2014 - 2014
The Blackstone Group 2010 - 2014
Park Hill Group 2008 - 2010
Houlihan Lokey 2007 - 2008
Skills
Creative Writing, Social Media, Blogging, Marketing, Editing, Management, Writing, Administration, Research, Executive..., Entertainment, Event Planning, Literature, Confidentiality, Event Management, Social Networking, Public Relations, Facebook
Education
Goddard College 2007 — 2010
Master's Degree, Creative Writing
The New School 2000 — 2002
Bachelor's Degree, English Language and Literature, General; Theater
Bard College at Simon's Rock 1997 — 1999
Associate's Degree, Theater and Literature
Little, Brown and Company September 2014 - Present
HowYAFictionWorks.com January 2014 - Present
Armchair/Shotgun 2014 - 2014
The Blackstone Group 2010 - 2014
Park Hill Group 2008 - 2010
Houlihan Lokey 2007 - 2008
Skills
Creative Writing, Social Media, Blogging, Marketing, Editing, Management, Writing, Administration, Research, Executive..., Entertainment, Event Planning, Literature, Confidentiality, Event Management, Social Networking, Public Relations, Facebook
Education
Goddard College 2007 — 2010
Master's Degree, Creative Writing
The New School 2000 — 2002
Bachelor's Degree, English Language and Literature, General; Theater
Bard College at Simon's Rock 1997 — 1999
Associate's Degree, Theater and Literature
Lena Romanova's Houlihan Lokey Experience June 2005 - July 2008
Job Board Member at The City of Wine & Spirits
Industry Entertainment
Experience
The City of Wine & Spirits June 2015 - Present
Millennial Entertainment Group January 2013 - Present
Millennial Seasonal Experiences January 2013 - Present
Granita Capital August 2008 - Present
Corporate Performance Institute May 2012 - Present
Houlihan Lokey June 2005 - July 2008
Ariadne Capital January 2005 - June 2005
HgCapital May 2004 - December 2004
Catalyst Venture Partners June 2003 - May 2004
Morgan Stanley June 2002 - May 2003
Skills
Financial Advisory, Business Development, Acquisitions, Strategic Financial..., Structured Finance, Strategy, Deal Sourcing, Real Estate Economics, New Business Development, Funding, Divestitures, Commercial Real Estate, Contract Negotiation, Management, Real Estate, Strategic Consulting, Real Estate Development, Market Analysis, Entertainment, Investment Properties, Loans, Retail, E-commerce, Mutual Funds, Real Estate Financing, Competitive Analysis, International Business, Small Business, Brand Development, Online Marketing, Venture Financing, Negotiation, Nonprofits, Property, Credit, Budgets, Banking, Business, Public Relations, Digital Media, Social Media Marketing, Investment Strategies, Angel Investing, Russian, Business Modeling, Positive Personality, Venture Capital, Bilingual
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Finance
The City of Wine & Spirits June 2015 - Present
Millennial Entertainment Group January 2013 - Present
Millennial Seasonal Experiences January 2013 - Present
Granita Capital August 2008 - Present
Corporate Performance Institute May 2012 - Present
Houlihan Lokey June 2005 - July 2008
Ariadne Capital January 2005 - June 2005
HgCapital May 2004 - December 2004
Catalyst Venture Partners June 2003 - May 2004
Morgan Stanley June 2002 - May 2003
Skills
Financial Advisory, Business Development, Acquisitions, Strategic Financial..., Structured Finance, Strategy, Deal Sourcing, Real Estate Economics, New Business Development, Funding, Divestitures, Commercial Real Estate, Contract Negotiation, Management, Real Estate, Strategic Consulting, Real Estate Development, Market Analysis, Entertainment, Investment Properties, Loans, Retail, E-commerce, Mutual Funds, Real Estate Financing, Competitive Analysis, International Business, Small Business, Brand Development, Online Marketing, Venture Financing, Negotiation, Nonprofits, Property, Credit, Budgets, Banking, Business, Public Relations, Digital Media, Social Media Marketing, Investment Strategies, Angel Investing, Russian, Business Modeling, Positive Personality, Venture Capital, Bilingual
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Finance
Keith Brown Keith Brown's Houlihan Lokey Experience February 1989 - May 1991
Job Chief Operating / Executive Officer Experienced leader of growth and change
Industry Recreational Facilities and Services
Experience
American Golf Corporation September 2014 - February 2015
American Golf Corporation July 1992 - September 2014
Houlihan Lokey February 1989 - May 1991
Skills
Event Planning, Budgets, Golf, Team Building, Golf Course Management, Leadership, Marketing Strategy, Hospitality, Customer Service, Forecasting, Strategic Planning, Marketing, Golf Courses, Club, Mergers, Sports, Resorts, Operations Management, Financial Analysis, Merchandising, Sports Marketing, Business Planning, P&L Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Finance
California State University-Northridge
Bachelors of Science, Finance and Real Estate
American Golf Corporation September 2014 - February 2015
American Golf Corporation July 1992 - September 2014
Houlihan Lokey February 1989 - May 1991
Skills
Event Planning, Budgets, Golf, Team Building, Golf Course Management, Leadership, Marketing Strategy, Hospitality, Customer Service, Forecasting, Strategic Planning, Marketing, Golf Courses, Club, Mergers, Sports, Resorts, Operations Management, Financial Analysis, Merchandising, Sports Marketing, Business Planning, P&L Management, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management
MBA, Finance
California State University-Northridge
Bachelors of Science, Finance and Real Estate
Yushi Liu's Houlihan Lokey Experience June 2014 - August 2014
Job MS in Global Finance at Thunderbird School of Global Management
Industry Financial Services
Experience
Delphi January 2015 - Present
Houlihan Lokey June 2014 - August 2014
Morgan Stanley October 2013 - December 2013
Yum! Brands June 2013 - August 2013
Volvo Financial Services March 2012 - June 2012
KPMG China January 2012 - March 2012
Bank of Beijing June 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Teamwork, Leadership, Valuation Modeling, Financial Reporting, Mergers & Acquisitions, Advanced Excel/VBA, Oracle HFM
Education
Thunderbird School of Global Management 2012 — 2014
Master of Science (MS), Global Finance
Capital University of Economics and Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 87
Delphi January 2015 - Present
Houlihan Lokey June 2014 - August 2014
Morgan Stanley October 2013 - December 2013
Yum! Brands June 2013 - August 2013
Volvo Financial Services March 2012 - June 2012
KPMG China January 2012 - March 2012
Bank of Beijing June 2011 - August 2011
Skills
Financial Analysis, Financial Statement..., Teamwork, Leadership, Valuation Modeling, Financial Reporting, Mergers & Acquisitions, Advanced Excel/VBA, Oracle HFM
Education
Thunderbird School of Global Management 2012 — 2014
Master of Science (MS), Global Finance
Capital University of Economics and Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting, 87
Alexander Stein Alexander Stein's Houlihan Lokey Experience July 2012 - July 2013
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Panagiotis (Panos) Tsilikas Panagiotis (Panos) Tsilikas's Houlihan Lokey Experience July 2012 - July 2013
Job Associate at Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps June 2014 - Present
Houlihan Lokey July 2012 - July 2013
Houlihan Lokey June 2011 - August 2011
Novecon Financial 2009 - 2010
Novus Finance 2007 - 2009
Greek Army February 2005 - July 2006
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Panepistimion Pireos 1998 — 2006
BSc, Business Administration
Université de Versailles Saint-Quentin-en-Yvelines 2002 — 2003
Chrisostomo
Chrisostomo
Duff & Phelps June 2014 - Present
Houlihan Lokey July 2012 - July 2013
Houlihan Lokey June 2011 - August 2011
Novecon Financial 2009 - 2010
Novus Finance 2007 - 2009
Greek Army February 2005 - July 2006
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA, Finance
Panepistimion Pireos 1998 — 2006
BSc, Business Administration
Université de Versailles Saint-Quentin-en-Yvelines 2002 — 2003
Chrisostomo
Chrisostomo
Jerry Schwartzman Jerry Schwartzman's Houlihan Lokey Experience June 2011 - Present
Job Head of M&A Tax, Transaction Advisory Services at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2011 - Present
Duff & Phelps January 2006 - March 2011
FTI Consulting 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen September 1997 - May 2002
Deloitte & Touche 1995 - 1997
Internal Revenue Service July 1990 - August 1995
Skills
Restructuring, Mergers & Acquisitions, Financial Structuring, Tax, Investment Banking, Mergers, Due Diligence, Corporate Finance, Private Equity, Cross-border..., Financial Analysis, Valuation, Tax Advisory, Hedge Funds, Financial Modeling, Tax Law, International Tax
Education
New York University School of Law 1987 — 1989
LLM (Tax), Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, Law
The Hebrew University 1979 — 1983
BA, Jewish Philosophy and Bible
Houlihan Lokey June 2011 - Present
Duff & Phelps January 2006 - March 2011
FTI Consulting 2003 - 2005
PricewaterhouseCoopers 2002 - 2003
Arthur Andersen September 1997 - May 2002
Deloitte & Touche 1995 - 1997
Internal Revenue Service July 1990 - August 1995
Skills
Restructuring, Mergers & Acquisitions, Financial Structuring, Tax, Investment Banking, Mergers, Due Diligence, Corporate Finance, Private Equity, Cross-border..., Financial Analysis, Valuation, Tax Advisory, Hedge Funds, Financial Modeling, Tax Law, International Tax
Education
New York University School of Law 1987 — 1989
LLM (Tax), Tax Law
Benjamin N. Cardozo School of Law, Yeshiva University 1984 — 1987
JD, Law
The Hebrew University 1979 — 1983
BA, Jewish Philosophy and Bible
Mark A. Reichel Mark A. Reichel's Houlihan Lokey Experience November 2002 - August 2003
Job Manager at Renaissance Associates, Ltd.
Industry Accounting
Experience
Renaissance Associates, Ltd. December 2013 - Present
Rothstein Kass Business Advisory Services, LLC October 2008 - December 2013
U.S. Bankruptcy Court, District of NJ June 2006 - August 2006
Braydon Partners LLC March 2004 - June 2004
Houlihan Lokey November 2002 - August 2003
JPMorgan Chase July 2000 - June 2002
Education
Brooklyn Law School 2004 — 2010
Juris Doctor (J.D.)
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
Northwestern University 1996 — 2000
BA
The Birch Wathen Lenox School 1992 — 1996
High School
Renaissance Associates, Ltd. December 2013 - Present
Rothstein Kass Business Advisory Services, LLC October 2008 - December 2013
U.S. Bankruptcy Court, District of NJ June 2006 - August 2006
Braydon Partners LLC March 2004 - June 2004
Houlihan Lokey November 2002 - August 2003
JPMorgan Chase July 2000 - June 2002
Education
Brooklyn Law School 2004 — 2010
Juris Doctor (J.D.)
Baruch College, City University of New York (CUNY) 2006 — 2008
MBA
Northwestern University 1996 — 2000
BA
The Birch Wathen Lenox School 1992 — 1996
High School
Anne Stoughton Anne Stoughton's Houlihan Lokey Experience 1992 - 1993
Job Management Consultant
Industry Management Consulting
Experience
Beaird Group March 2011 - Present
Stoughton Consulting 2008 - April 2012
Price Waterhouse 1995 - 1996
Exhibitgroup/Giltspur 1993 - 1995
Houlihan Lokey 1992 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Project Management, Project Planning, Change Management, Business Analysis, Qualitative Research, Organizational..., Microsoft Office, Program Management, Leadership, Strategy, Leadership Development, Training, Business Strategy, Analysis, Management Consulting, Consulting, Business Process..., Performance Management, Team Management, Integration, Human Resources, Data Analysis, Budgets, Process Improvement, Team Building
Education
Benedictine University 2007 — 2011
PhD, Organizational Development
University of Michigan 1990 — 1992
MBA, Finance & Marketing
University of Iowa 1984 — 1988
BBA, Accounting
Beaird Group March 2011 - Present
Stoughton Consulting 2008 - April 2012
Price Waterhouse 1995 - 1996
Exhibitgroup/Giltspur 1993 - 1995
Houlihan Lokey 1992 - 1993
Arthur Andersen & Co. 1988 - 1990
Skills
Strategic Planning, Project Management, Project Planning, Change Management, Business Analysis, Qualitative Research, Organizational..., Microsoft Office, Program Management, Leadership, Strategy, Leadership Development, Training, Business Strategy, Analysis, Management Consulting, Consulting, Business Process..., Performance Management, Team Management, Integration, Human Resources, Data Analysis, Budgets, Process Improvement, Team Building
Education
Benedictine University 2007 — 2011
PhD, Organizational Development
University of Michigan 1990 — 1992
MBA, Finance & Marketing
University of Iowa 1984 — 1988
BBA, Accounting
Chris Schulze Chris Schulze's Houlihan Lokey Experience 1999 - 2000
Job
Industry Information Technology and Services
Experience
Schulze LLC December 2010 - Present
BRE Properties September 2009 - December 2010
Google June 2006 - September 2009
Levi Strauss October 2004 - March 2006
interRel 2006 - 2006
FedEx Kinkos December 2000 - October 2004
Kinko's Inc. December 2000 - October 2004
Houlihan Lokey 1999 - 2000
Superior National Insurance October 1998 - September 1999
Houlihan Lokey June 1992 - October 1998
Skills
Essbase, Business Intelligence, Data Warehousing, Hyperion Planning, Data Integration, OLAP, ETL, EPM, SQL, Data Modeling, Oracle, Databases, Software Development, Dashboard, Enterprise Software, Business Objects, Analytics, Management, Hyperion, Requirements Analysis
Education
California State University-Northridge 1994 — 1998
MS, Computer Science
University of California, Los Angeles 1983 — 1988
BA, Economics/Business
Schulze LLC December 2010 - Present
BRE Properties September 2009 - December 2010
Google June 2006 - September 2009
Levi Strauss October 2004 - March 2006
interRel 2006 - 2006
FedEx Kinkos December 2000 - October 2004
Kinko's Inc. December 2000 - October 2004
Houlihan Lokey 1999 - 2000
Superior National Insurance October 1998 - September 1999
Houlihan Lokey June 1992 - October 1998
Skills
Essbase, Business Intelligence, Data Warehousing, Hyperion Planning, Data Integration, OLAP, ETL, EPM, SQL, Data Modeling, Oracle, Databases, Software Development, Dashboard, Enterprise Software, Business Objects, Analytics, Management, Hyperion, Requirements Analysis
Education
California State University-Northridge 1994 — 1998
MS, Computer Science
University of California, Los Angeles 1983 — 1988
BA, Economics/Business
Charlene Lim Charlene Lim's Houlihan Lokey Experience February 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2014 - Present
PwC September 2011 - January 2014
Illinois Business Consulting August 2010 - December 2010
PricewaterhouseCoopers January 2010 - March 2010
Ministry of Health, Manpower Standards and Development May 2007 - July 2007
Skills
Accounting, Assurance, Economics, Venture Capital, US GAAP, Financial Accounting, Internal Controls, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, GAAP, External Audit, CPA, Big 4, Corporate Finance, Valuation, Financial Statements
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science in Accountancy and Finance, Minor in Statistics
University of Manchester - Manchester Business School 2008 — 2008
Accountancy & Finance
Hwa Chong Institution 2004 — 2006
High School, Physics, Mathematics, Economics and Art & Design, GCE A Level, 4 As & 1 Distinction
Houlihan Lokey February 2014 - Present
PwC September 2011 - January 2014
Illinois Business Consulting August 2010 - December 2010
PricewaterhouseCoopers January 2010 - March 2010
Ministry of Health, Manpower Standards and Development May 2007 - July 2007
Skills
Accounting, Assurance, Economics, Venture Capital, US GAAP, Financial Accounting, Internal Controls, Financial Reporting, Auditing, Financial Analysis, Sarbanes-Oxley Act, Financial Modeling, GAAP, External Audit, CPA, Big 4, Corporate Finance, Valuation, Financial Statements
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science in Accountancy and Finance, Minor in Statistics
University of Manchester - Manchester Business School 2008 — 2008
Accountancy & Finance
Hwa Chong Institution 2004 — 2006
High School, Physics, Mathematics, Economics and Art & Design, GCE A Level, 4 As & 1 Distinction
Fony Tetley Fony Tetley's Houlihan Lokey Experience May 1998 - Present
Job Senior Business Systems Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 1998 - Present
Skills
Investment Banking, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Business Analysis, VBA, Valuation, Visio, Data Analysis, SDLC
Education
California State University-Northridge 1996 — 1998
Bachelor's degree, Management Information Systems, General
Houlihan Lokey May 1998 - Present
Skills
Investment Banking, Bloomberg, Financial Modeling, Equities, Capital Markets, Fixed Income, Business Analysis, VBA, Valuation, Visio, Data Analysis, SDLC
Education
California State University-Northridge 1996 — 1998
Bachelor's degree, Management Information Systems, General
John Alvarado John Alvarado's Houlihan Lokey Experience 2006 - 2006
Job Corporate Development & Strategy
Industry Renewables & Environment
Experience
Verengo Solar (Angeleno Group-backed, solar company) 2013 - 2014
Fisker Automotive (Kleiner Perkins-backed, electric vehicle company) 2011 - 2013
UBS Investment Bank 2007 - 2010
Houlihan Lokey 2006 - 2006
Northrop Grumman (Space Sensors Division) 2001 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor's Degree, Mechanical Engineering
Verengo Solar (Angeleno Group-backed, solar company) 2013 - 2014
Fisker Automotive (Kleiner Perkins-backed, electric vehicle company) 2011 - 2013
UBS Investment Bank 2007 - 2010
Houlihan Lokey 2006 - 2006
Northrop Grumman (Space Sensors Division) 2001 - 2005
Education
Harvard Business School
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
Bachelor's Degree, Mechanical Engineering
Betina Frey's Houlihan Lokey Experience February 2014 - Present
Job Senior Administrative Assistant
Industry Financial Services
Experience
Houlihan Lokey February 2014 - Present
Waltzing Mechanics March 2011 - April 2014
American College of Healthcare Executives November 2010 - February 2014
Greenhouse Theater Center January 2011 - April 2012
Hubris Productions 2008 - 2012
Chicago Climate Exchange November 2007 - August 2010
Arts and Artisans July 2007 - December 2007
Hot Topic August 2005 - June 2007
Concordia University October 2006 - May 2007
Life Uniform May 2002 - November 2004
Skills
Microsoft Office, Customer Relations, Customer Service, Excel, Inventory Management, Stage Management, Production Management, Organization, Microsoft Access, PowerPoint, Customer Satisfaction, Process Scheduler, Microsoft Excel, Research, Social Media, Outlook, Recruiting, Marketing, Sales, Retail, Event Planning
Education
Central Michigan University 2001 — 2006
B.S, Theatre and Interpretation; Design Technology
Houlihan Lokey February 2014 - Present
Waltzing Mechanics March 2011 - April 2014
American College of Healthcare Executives November 2010 - February 2014
Greenhouse Theater Center January 2011 - April 2012
Hubris Productions 2008 - 2012
Chicago Climate Exchange November 2007 - August 2010
Arts and Artisans July 2007 - December 2007
Hot Topic August 2005 - June 2007
Concordia University October 2006 - May 2007
Life Uniform May 2002 - November 2004
Skills
Microsoft Office, Customer Relations, Customer Service, Excel, Inventory Management, Stage Management, Production Management, Organization, Microsoft Access, PowerPoint, Customer Satisfaction, Process Scheduler, Microsoft Excel, Research, Social Media, Outlook, Recruiting, Marketing, Sales, Retail, Event Planning
Education
Central Michigan University 2001 — 2006
B.S, Theatre and Interpretation; Design Technology
Eric Frieman's Houlihan Lokey Experience May 2011 - August 2011
Job Manager of Corporate Finance at Elements Behavioral Health
Industry Venture Capital & Private Equity
Experience
Elements Behavioral Health February 2015 - Present
Jefferies LLC July 2013 - January 2015
Post Acute Partners January 2013 - May 2013
Jefferies LLC May 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Derivatives
Education
Vanderbilt University 2009 — 2012
Bachelor of Arts (BA), Economics and Psychology
Brandeis University 2008 — 2009
Elements Behavioral Health February 2015 - Present
Jefferies LLC July 2013 - January 2015
Post Acute Partners January 2013 - May 2013
Jefferies LLC May 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Derivatives
Education
Vanderbilt University 2009 — 2012
Bachelor of Arts (BA), Economics and Psychology
Brandeis University 2008 — 2009
Denis Terpanov's Houlihan Lokey Experience May 2011 - August 2011
Job MBA Candidate, Class of 2016 at Cambridge Judge Business School
Industry Financial Services
Experience
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
Anand Ramamurthy Anand Ramamurthy's Houlihan Lokey Experience June 2013 - August 2013
Job Investment Banker Credit Suisse
Industry Investment Banking
Experience
Credit Suisse May 2015 - Present
Bentley Associates June 2014 - April 2015
Houlihan Lokey June 2013 - August 2013
Market Plexus LLC March 2011 - August 2012
Napster January 2010 - December 2011
Magnify360 Inc March 2009 - December 2010
Thought Convergence November 2007 - November 2008
Skills
MySQL, Mobile Applications, Java, Agile Methodologies, JavaScript, Financial Modeling, Valuation, Financial Projection, HTML, Scrum, Start-ups, Online Marketing, Strategy, Testing
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Southern California
Masters
Bharathidasan University
Bachelor's degree
Credit Suisse May 2015 - Present
Bentley Associates June 2014 - April 2015
Houlihan Lokey June 2013 - August 2013
Market Plexus LLC March 2011 - August 2012
Napster January 2010 - December 2011
Magnify360 Inc March 2009 - December 2010
Thought Convergence November 2007 - November 2008
Skills
MySQL, Mobile Applications, Java, Agile Methodologies, JavaScript, Financial Modeling, Valuation, Financial Projection, HTML, Scrum, Start-ups, Online Marketing, Strategy, Testing
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
University of Southern California
Masters
Bharathidasan University
Bachelor's degree
Chris Cessna, CPA Chris Cessna, CPA's Houlihan Lokey Experience May 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2014 - Present
Bennett Thrasher June 2013 - May 2014
Bennett Thrasher September 2011 - June 2013
Bennett Thrasher PC January 2010 - March 2010
Skills
Financial Accounting, Financial Reporting, CPA, Accounting, GAAP, Assurance, Financial Analysis, Audit, M&A analysis, Business Valuation, Corporate Fraud..., Financial Statements, Internal Controls, US GAAP, Fixed Assets, External Audit, General Ledger, Tax Returns, QuickBooks, M&A experience, Financial Modeling, Revenue Recognition, Due Diligence, Auditing, Financial Audits, Forensic Accounting, Finance, Microsoft Excel, Private Equity, SEC Filings
Education
Wake Forest University 2010 — 2011
MSA, Accounting
Auburn University, College of Business 2006 — 2010
BSBA, Accountancy
Northview
Houlihan Lokey May 2014 - Present
Bennett Thrasher June 2013 - May 2014
Bennett Thrasher September 2011 - June 2013
Bennett Thrasher PC January 2010 - March 2010
Skills
Financial Accounting, Financial Reporting, CPA, Accounting, GAAP, Assurance, Financial Analysis, Audit, M&A analysis, Business Valuation, Corporate Fraud..., Financial Statements, Internal Controls, US GAAP, Fixed Assets, External Audit, General Ledger, Tax Returns, QuickBooks, M&A experience, Financial Modeling, Revenue Recognition, Due Diligence, Auditing, Financial Audits, Forensic Accounting, Finance, Microsoft Excel, Private Equity, SEC Filings
Education
Wake Forest University 2010 — 2011
MSA, Accounting
Auburn University, College of Business 2006 — 2010
BSBA, Accountancy
Northview
Dimitri Theocharis Dimitri Theocharis's Houlihan Lokey Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Chestnut Hill Partners September 2014 - December 2014
Antarctica Asset Management 2013 - 2014
StarBulk Carriers Corp. August 2013 - August 2013
Burgering House September 2010 - August 2011
Skills
Economics, Microsoft Office, Financial Analysis, Entrepreneurship, Market Research, Management, Data Analysis, Financial Accounting, Accounting, Analysis, FX trading, Investment Banking, Leadership, Python, Java, Public Speaking, Microsoft Excel, PowerPoint
Education
NYU Stern School of Business 2012 — 2016
Bachelor's degree, Major in Finance and Information Systems with a minor in Math and Computer Science
Athens University of Economics and Business 2010 — 2012
Moelis & Company September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Chestnut Hill Partners September 2014 - December 2014
Antarctica Asset Management 2013 - 2014
StarBulk Carriers Corp. August 2013 - August 2013
Burgering House September 2010 - August 2011
Skills
Economics, Microsoft Office, Financial Analysis, Entrepreneurship, Market Research, Management, Data Analysis, Financial Accounting, Accounting, Analysis, FX trading, Investment Banking, Leadership, Python, Java, Public Speaking, Microsoft Excel, PowerPoint
Education
NYU Stern School of Business 2012 — 2016
Bachelor's degree, Major in Finance and Information Systems with a minor in Math and Computer Science
Athens University of Economics and Business 2010 — 2012
Matthew Boughton's Houlihan Lokey Experience May 2015 - Present
Job Restructuring Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2015 - Present
AlixPartners January 2015 - May 2015
AlixPartners June 2013 - January 2015
Wells Fargo Advisors June 2011 - August 2011
StandardAero May 2011 - August 2011
American Family Insurance May 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Microsoft Word, Analysis, Business Analysis, Accounting, Financial Modeling, Venture Capital, Microsoft Office, PowerPoint, Investment Banking, Mergers & Acquisitions, Discounted Cash Flow..., Customer Service, Research, Leadership, Strategic Planning, Outlook, Valuation
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science (M.S.), Finance
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Accountancy, Spanish Minor
Houlihan Lokey May 2015 - Present
AlixPartners January 2015 - May 2015
AlixPartners June 2013 - January 2015
Wells Fargo Advisors June 2011 - August 2011
StandardAero May 2011 - August 2011
American Family Insurance May 2010 - September 2010
Skills
Financial Analysis, Microsoft Excel, Finance, Corporate Finance, Microsoft Word, Analysis, Business Analysis, Accounting, Financial Modeling, Venture Capital, Microsoft Office, PowerPoint, Investment Banking, Mergers & Acquisitions, Discounted Cash Flow..., Customer Service, Research, Leadership, Strategic Planning, Outlook, Valuation
Education
Purdue University - Krannert School of Management 2012 — 2013
Master of Science (M.S.), Finance
Arizona State University, W. P. Carey School of Business 2008 — 2012
Bachelor of Science, Finance, Accountancy, Spanish Minor
Madelynn Furlong's Houlihan Lokey Experience October 2012 - January 2013
Job Photo Art Director at Target
Industry Design
Experience
Target October 2014 - Present
Wide Eyed Legless January 2011 - Present
Target February 2013 - October 2014
Hackwith Design House 2010 - December 2013
Houlihan Lokey October 2012 - January 2013
Skills
Administrative..., Adobe Acrobat, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Office Administration, Office Management, Photoshop, Adobe Creative Suite, Illustrator, InDesign, Facebook, Mac, Graphic Design
Education
Bethel University 2006 — 2010
Bachelor's degree, Fine and Studio Arts
NYCAMS 2009 — 2010
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Target October 2014 - Present
Wide Eyed Legless January 2011 - Present
Target February 2013 - October 2014
Hackwith Design House 2010 - December 2013
Houlihan Lokey October 2012 - January 2013
Skills
Administrative..., Adobe Acrobat, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Office Administration, Office Management, Photoshop, Adobe Creative Suite, Illustrator, InDesign, Facebook, Mac, Graphic Design
Education
Bethel University 2006 — 2010
Bachelor's degree, Fine and Studio Arts
NYCAMS 2009 — 2010
Bachelor of Fine Arts (B.F.A.), Fine/Studio Arts, General
Alexander Evans's Houlihan Lokey Experience March 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2014 - Present
ArchPoint Partners (acq. by Houlihan Lokey) March 2013 - January 2014
Financial Technology Partners July 2011 - February 2013
HSBC Securities June 2010 - August 2010
Equity Analysis & Strategy December 2009 - May 2010
Elite Investment Group September 2009 - December 2009
Brigos Capital Management May 2009 - August 2009
Apple Retail January 2008 - August 2009
AtlantiCare May 2008 - August 2008
Skills
Valuation, Due Diligence
Education
Boston University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Houlihan Lokey March 2014 - Present
ArchPoint Partners (acq. by Houlihan Lokey) March 2013 - January 2014
Financial Technology Partners July 2011 - February 2013
HSBC Securities June 2010 - August 2010
Equity Analysis & Strategy December 2009 - May 2010
Elite Investment Group September 2009 - December 2009
Brigos Capital Management May 2009 - August 2009
Apple Retail January 2008 - August 2009
AtlantiCare May 2008 - August 2008
Skills
Valuation, Due Diligence
Education
Boston University 2006 — 2011
Bachelor of Science, Business Administration, Concentration in Finance
Kazarae Lowe Kazarae Lowe's Houlihan Lokey Experience July 2012 - July 2013
Job Summer Fellow at Seyfarth Shaw LLP
Industry Legal Services
Experience
Seyfarth Shaw LLP May 2015 - August 2015
Eastern Consolidated January 2015 - April 2015
Office of the Attorney General of the State of New York June 2014 - August 2014
Houlihan Lokey July 2012 - July 2013
Chilton Investment Company September 2010 - March 2012
Foundation for Post Conflict Development May 2009 - May 2010
Dane Professional Consulting Group May 2009 - August 2009
Harry Winston May 2008 - August 2008
Hamilton College January 2008 - May 2008
Skills
Research, Public Speaking, Editing, Legal Research, Legal Writing, Document Review, Legal Compliance, Proposal Writing, Oral Arguments, Argumentation, Mediation, Real Estate Transactions, Social Networking, Writing, Microsoft Word
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Doctor of Law (J.D.)
Hamilton College 2006 — 2010
BA
Università Cattolica del Sacro Cuore 2008 — 2008
Brooklyn Friends High School
Seyfarth Shaw LLP May 2015 - August 2015
Eastern Consolidated January 2015 - April 2015
Office of the Attorney General of the State of New York June 2014 - August 2014
Houlihan Lokey July 2012 - July 2013
Chilton Investment Company September 2010 - March 2012
Foundation for Post Conflict Development May 2009 - May 2010
Dane Professional Consulting Group May 2009 - August 2009
Harry Winston May 2008 - August 2008
Hamilton College January 2008 - May 2008
Skills
Research, Public Speaking, Editing, Legal Research, Legal Writing, Document Review, Legal Compliance, Proposal Writing, Oral Arguments, Argumentation, Mediation, Real Estate Transactions, Social Networking, Writing, Microsoft Word
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2013 — 2016
Doctor of Law (J.D.)
Hamilton College 2006 — 2010
BA
Università Cattolica del Sacro Cuore 2008 — 2008
Brooklyn Friends High School
Peter Dischinger's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Kellogg School of Management June 2013 - June 2014
PNC Capital Advisors September 2007 - April 2013
Skills
Financial Modeling, Equities, Valuation, Equity Valuation, Bloomberg, Asset Management, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Financial Analysis, DCF, Equity Research
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Management and Strategy, Managerial Economics, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Finance, Accounting and Economics
Gilman School 1999 — 2003
High School
Houlihan Lokey July 2014 - Present
Kellogg School of Management June 2013 - June 2014
PNC Capital Advisors September 2007 - April 2013
Skills
Financial Modeling, Equities, Valuation, Equity Valuation, Bloomberg, Asset Management, Investments, Asset Allocation, Alternative Investments, Portfolio Management, Financial Analysis, DCF, Equity Research
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (M.B.A.), Management and Strategy, Managerial Economics, Finance
Boston College - Carroll School of Management 2003 — 2007
Bachelor's degree, Finance, Accounting and Economics
Gilman School 1999 — 2003
High School
James Greenwald's Houlihan Lokey Experience June 2013 - August 2013
Job
Industry Consumer Goods
Experience
North Point Advisors September 2015 - Present
Houlihan Lokey June 2013 - August 2013
Skills
Microsoft Excel, Research, Microsoft Word, PowerPoint, English, Spanish
Education
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Emory University 2011 — 2015
Bachelor of Arts (BA), Spanish and Iberian Studies
Choate Rosemary Hall 2007 — 2011
North Point Advisors September 2015 - Present
Houlihan Lokey June 2013 - August 2013
Skills
Microsoft Excel, Research, Microsoft Word, PowerPoint, English, Spanish
Education
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Emory University 2011 — 2015
Bachelor of Arts (BA), Spanish and Iberian Studies
Choate Rosemary Hall 2007 — 2011
LeAnn Bradford's Houlihan Lokey Experience October 2011 - January 2012
Job Administrative Assistant at FACES SF
Industry Hospital & Health Care
Experience
FACES SF June 2012 - Present
Houlihan Lokey October 2011 - January 2012
Career Group Inc. October 2011 - January 2012
OB/GYN Yuan Da Fan, MD April 2011 - May 2011
Yuan-Da Fan, M.D April 2011 - May 2011
In Home Support Services- San francisco, CA April 2008 - January 2010
Home Instead Senior Care San Francisco,CA May 2008 - February 2009
Skills
Vital Signs, Home Care, Medicine, Data Entry, Administrative..., Receptionist Duties, Outlook, Telephone Skills, Fax, Microsoft Word, Office Management, Customer Service, Microsoft Office
Education
Everest College-San Francisco 2010 — 2011
MA, Medical Assistant
F. Donald Myers Education Center 2003 — 2004
CNA, nursing
Saratoga Springs High School 2000 — 2004
diploma, general
FACES SF June 2012 - Present
Houlihan Lokey October 2011 - January 2012
Career Group Inc. October 2011 - January 2012
OB/GYN Yuan Da Fan, MD April 2011 - May 2011
Yuan-Da Fan, M.D April 2011 - May 2011
In Home Support Services- San francisco, CA April 2008 - January 2010
Home Instead Senior Care San Francisco,CA May 2008 - February 2009
Skills
Vital Signs, Home Care, Medicine, Data Entry, Administrative..., Receptionist Duties, Outlook, Telephone Skills, Fax, Microsoft Word, Office Management, Customer Service, Microsoft Office
Education
Everest College-San Francisco 2010 — 2011
MA, Medical Assistant
F. Donald Myers Education Center 2003 — 2004
CNA, nursing
Saratoga Springs High School 2000 — 2004
diploma, general
Daniel Schkrohowsky Daniel Schkrohowsky's Houlihan Lokey Experience September 2013 - August 2015
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Houlihan Lokey September 2013 - August 2015
Deloitte September 2012 - September 2013
McCombs School of Business March 2012 - May 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Finance, Due Diligence, Analysis, Valuation, Management, Financial Statement..., Market Research, Financial Modeling, Portuguese, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science (B.S.), Double Major in Accounting and Business Management - Finance
Houlihan Lokey September 2013 - August 2015
Deloitte September 2012 - September 2013
McCombs School of Business March 2012 - May 2012
Skills
Accounting, Financial Analysis, Microsoft Excel, Finance, Due Diligence, Analysis, Valuation, Management, Financial Statement..., Market Research, Financial Modeling, Portuguese, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2011 — 2012
Master in Professional Accounting
Brigham Young University - Idaho 2007 — 2011
Bachelor of Science (B.S.), Double Major in Accounting and Business Management - Finance
Andréa (Casano) Sanzen Andréa (Casano) Sanzen's Houlihan Lokey Experience July 2006 - January 2007
Job HR Assistant at Intersection Co.
Industry Executive Office
Experience
Intersection Co. August 2015 - Present
ASPCA October 2012 - July 2015
Clearwire May 2007 - January 2011
Houlihan Lokey July 2006 - January 2007
Key Equipment Finance July 2002 - June 2006
Skills
C-Level Executive..., Administrative..., Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Outlook, Google Calendar, Travel Arrangements, Calendaring, Expense Reports, Office Management, PowerPoint, Spreadsheets, Calendars, Nonprofits, Confidentiality
Education
Sage College 2000 — 2002
Computer and Information Sciences, General
Fashion Institute of Technology 1997 — 1999
Fashion Merchandising
Intersection Co. August 2015 - Present
ASPCA October 2012 - July 2015
Clearwire May 2007 - January 2011
Houlihan Lokey July 2006 - January 2007
Key Equipment Finance July 2002 - June 2006
Skills
C-Level Executive..., Administrative..., Executive..., Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Outlook, Google Calendar, Travel Arrangements, Calendaring, Expense Reports, Office Management, PowerPoint, Spreadsheets, Calendars, Nonprofits, Confidentiality
Education
Sage College 2000 — 2002
Computer and Information Sciences, General
Fashion Institute of Technology 1997 — 1999
Fashion Merchandising
Karen Parlo Karen Parlo's Houlihan Lokey Experience November 2014 - Present
Job Director, Accounting at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2014 - Present
Houlihan Lokey September 2004 - November 2014
DRS Sensors & Targeting Systems, Inc. December 2002 - August 2004
Asia Global Crossing 2000 - 2002
Transtar Metals 1999 - 2000
Skills
Accounting, Business Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Mergers & Acquisitions, Equities, Finance, Financial Reporting, Valuation, Management, Financial Statements, Process Improvement, Microsoft Excel, Financial Accounting
Education
California State University-Northridge 1994 — 1998
BS, Accounting
Houlihan Lokey November 2014 - Present
Houlihan Lokey September 2004 - November 2014
DRS Sensors & Targeting Systems, Inc. December 2002 - August 2004
Asia Global Crossing 2000 - 2002
Transtar Metals 1999 - 2000
Skills
Accounting, Business Valuation, Financial Analysis, Due Diligence, Corporate Finance, Private Equity, Mergers & Acquisitions, Equities, Finance, Financial Reporting, Valuation, Management, Financial Statements, Process Improvement, Microsoft Excel, Financial Accounting
Education
California State University-Northridge 1994 — 1998
BS, Accounting
Rick Leggee Rick Leggee's Houlihan Lokey Experience June 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - Present
The McLean Group June 2013 - March 2014
Geo Strategy Partners September 2012 - June 2013
Mazzone & Associates January 2012 - July 2012
Skills
Financial Modeling, Valuation, Business Valuation, Mergers & Acquisitions, Due Diligence, Data Analysis, Websites, Corporate Finance, Microsoft Excel, Modeling, Equity Valuation, Investment Banking, M&A experience, Financial Analysis, Mergers, Finance, Statistics, DCF, Bloomberg, LBO
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Auburn University 2007 — 2009
McIntosh High School
Houlihan Lokey June 2014 - Present
The McLean Group June 2013 - March 2014
Geo Strategy Partners September 2012 - June 2013
Mazzone & Associates January 2012 - July 2012
Skills
Financial Modeling, Valuation, Business Valuation, Mergers & Acquisitions, Due Diligence, Data Analysis, Websites, Corporate Finance, Microsoft Excel, Modeling, Equity Valuation, Investment Banking, M&A experience, Financial Analysis, Mergers, Finance, Statistics, DCF, Bloomberg, LBO
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Bachelor of Business Administration (BBA), Finance
Auburn University 2007 — 2009
McIntosh High School
Sean Jackson Sean Jackson's Houlihan Lokey Experience September 2015 - Present
Job elearning Developer
Industry Professional Training & Coaching
Experience
Houlihan Lokey September 2015 - Present
Mercury Insurance August 2014 - Present
Corinthian Colleges February 2011 - August 2014
Pacific Life August 2008 - February 2011
Downey Savings August 2007 - August 2008
The Impac Companies January 2007 - August 2007
AMC Mortgage Services, Inc. June 2005 - January 2007
Downey Savings November 2001 - June 2005
Campton Place Hotel 2000 - 2000
The Walt Disney Company (Disneyland, CA) January 1995 - December 1998
Skills
Team Leadership, Leadership Development, Soft Skills, Organizational..., E-Learning, Voice Over, Selling Skills, Workshop Facilitation, Training, Coaching, Performance Management, Team Building, Change Management, Recruiting, Leadership, Process Improvement, Employee Relations, Captivate, Instructional Design, Training Delivery, Instructor-led Training, Employee Training, Needs Analysis, Adult Education, Career Development, Executive Coaching, Staff Development, Blended Learning, Onboarding, Organizational..., Talent Management, Resume Writing, Succession Planning, Sales
Education
California State University-Fullerton 2003 — 2006
MA, American Studies - In Progress
California State University-Fullerton 2001 — 2003
BA, American Studies
San Francisco State University 2000 — 2001
Associate of Science (AS), Economics
Fullerton College 1998 — 2000
Associate of Arts (AA), Business Administration
Brea-Olinda High School 1991 — 1995
Diploma
Houlihan Lokey September 2015 - Present
Mercury Insurance August 2014 - Present
Corinthian Colleges February 2011 - August 2014
Pacific Life August 2008 - February 2011
Downey Savings August 2007 - August 2008
The Impac Companies January 2007 - August 2007
AMC Mortgage Services, Inc. June 2005 - January 2007
Downey Savings November 2001 - June 2005
Campton Place Hotel 2000 - 2000
The Walt Disney Company (Disneyland, CA) January 1995 - December 1998
Skills
Team Leadership, Leadership Development, Soft Skills, Organizational..., E-Learning, Voice Over, Selling Skills, Workshop Facilitation, Training, Coaching, Performance Management, Team Building, Change Management, Recruiting, Leadership, Process Improvement, Employee Relations, Captivate, Instructional Design, Training Delivery, Instructor-led Training, Employee Training, Needs Analysis, Adult Education, Career Development, Executive Coaching, Staff Development, Blended Learning, Onboarding, Organizational..., Talent Management, Resume Writing, Succession Planning, Sales
Education
California State University-Fullerton 2003 — 2006
MA, American Studies - In Progress
California State University-Fullerton 2001 — 2003
BA, American Studies
San Francisco State University 2000 — 2001
Associate of Science (AS), Economics
Fullerton College 1998 — 2000
Associate of Arts (AA), Business Administration
Brea-Olinda High School 1991 — 1995
Diploma
Duane Stullich Duane Stullich's Houlihan Lokey Experience 1994 - 1999
Job CoFounder and Managing Partner, FocalPoint Partners
Industry Investment Banking
Experience
FocalPoint Partners, LLC January 2002 - Present
Murphy Noell Capital 1999 - 2002
Houlihan Lokey 1994 - 1999
Skills
Middle Market, Debt, Investment Banking, Business Valuation, Mergers, Capital Markets, Restructuring, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Equities, Recapitalizations, Private Placements, Capital Raising, Sell Side, Corporate Development, Portfolio Management, Growth Capital, Venture Capital, Financial Structuring, Capital, Mergers & Acquisitions, Acquisitions, LBO, Divestitures, Investments, Private Equity, Leveraged Finance, IPO, Asset Management, M&A experience, Hedge Funds, Capital Structure, Financial Analysis, Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (BS), Accounting, Summa Cum Laude
FocalPoint Partners, LLC January 2002 - Present
Murphy Noell Capital 1999 - 2002
Houlihan Lokey 1994 - 1999
Skills
Middle Market, Debt, Investment Banking, Business Valuation, Mergers, Capital Markets, Restructuring, Corporate Finance, Valuation, Due Diligence, Financial Modeling, Equities, Recapitalizations, Private Placements, Capital Raising, Sell Side, Corporate Development, Portfolio Management, Growth Capital, Venture Capital, Financial Structuring, Capital, Mergers & Acquisitions, Acquisitions, LBO, Divestitures, Investments, Private Equity, Leveraged Finance, IPO, Asset Management, M&A experience, Hedge Funds, Capital Structure, Financial Analysis, Finance, Strategy, Start-ups, Business Strategy, Entrepreneurship
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
Master of Business Administration (MBA)
California State University-Northridge
Bachelor of Science (BS), Accounting, Summa Cum Laude
Alyson Brown, CPA Alyson Brown, CPA's Houlihan Lokey Experience 2005 - 2006
Job Business/Financial Consultant
Industry Entertainment
Experience
Owner 2009 - Present
Entertainment Partners 2006 - 2009
Houlihan Lokey 2005 - 2006
Media.net Communications, Inc. 1999 - 2000
Warner Bros. Entertainment Group of Companies 1991 - 1999
KPMG US 1988 - 1991
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Budgets, Forecasting, Auditing, Managerial Finance, Strategic Planning, Financial Modeling, Process Improvement, Management Consulting, Management, Business Planning, Strategic Financial...
Education
California State Polytechnic University-Pomona
BS, Accounting / Business Administration
Owner 2009 - Present
Entertainment Partners 2006 - 2009
Houlihan Lokey 2005 - 2006
Media.net Communications, Inc. 1999 - 2000
Warner Bros. Entertainment Group of Companies 1991 - 1999
KPMG US 1988 - 1991
Skills
Accounting, Finance, Financial Analysis, Financial Reporting, Budgets, Forecasting, Auditing, Managerial Finance, Strategic Planning, Financial Modeling, Process Improvement, Management Consulting, Management, Business Planning, Strategic Financial...
Education
California State Polytechnic University-Pomona
BS, Accounting / Business Administration
Aliaksandr Hudzilin Aliaksandr Hudzilin's Houlihan Lokey Experience June 2010 - August 2010
Job APIled Connectivity at MuleSoft Inc
Industry Internet
Experience
MuleSoft Inc November 2014 - Present
Start-up August 2014 - September 2014
Nibbol October 2013 - August 2014
Qatalyst Partners June 2012 - October 2013
Lithium Technologies April 2012 - May 2012
Haas School of Business May 2010 - May 2012
Qatalyst Partners June 2011 - August 2011
Houlihan Lokey June 2010 - August 2010
BTTR Ventures January 2010 - May 2010
Undergraduate Investment Group August 2009 - May 2010
Skills
Valuation, Finance, Strategy, Financial Analysis, Financial Modeling, Product Management, Sales, Entrepreneurship, Analysis, Business Planning, Leadership, Market Research, Strategic Partnerships, Venture Capital, Management, SaaS, Competitive Analysis, Business Strategy, Business Analysis
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
B.S., Business Administration
City College of San Francisco 2008 — 2010
Associate Degree, business
Belarusian State University 2005 — 2007
A.S, Physics and Applied Math
Gymnasium 11 1994 — 2005
High School, Math, Physics
MuleSoft Inc November 2014 - Present
Start-up August 2014 - September 2014
Nibbol October 2013 - August 2014
Qatalyst Partners June 2012 - October 2013
Lithium Technologies April 2012 - May 2012
Haas School of Business May 2010 - May 2012
Qatalyst Partners June 2011 - August 2011
Houlihan Lokey June 2010 - August 2010
BTTR Ventures January 2010 - May 2010
Undergraduate Investment Group August 2009 - May 2010
Skills
Valuation, Finance, Strategy, Financial Analysis, Financial Modeling, Product Management, Sales, Entrepreneurship, Analysis, Business Planning, Leadership, Market Research, Strategic Partnerships, Venture Capital, Management, SaaS, Competitive Analysis, Business Strategy, Business Analysis
Education
University of California, Berkeley, Haas School of Business 2010 — 2012
B.S., Business Administration
City College of San Francisco 2008 — 2010
Associate Degree, business
Belarusian State University 2005 — 2007
A.S, Physics and Applied Math
Gymnasium 11 1994 — 2005
High School, Math, Physics
Corey Soriano Corey Soriano's Houlihan Lokey Experience June 2014 - Present
Job Investment Banking Intern at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2014 - Present
de Toledo High School January 2011 - June 2014
Skills
Investments, Microsoft Office, Customer Service, Leadership, Corporate Finance, Finance, Financial Analysis, Management, Accounting, Financial Modeling, Strategic Planning, Teamwork, Investment Banking, Coaching, Data Analysis, Market Research, Business Strategy, Team Leadership
Education
California State University-Northridge 2010 — 2014
Houlihan Lokey June 2014 - Present
de Toledo High School January 2011 - June 2014
Skills
Investments, Microsoft Office, Customer Service, Leadership, Corporate Finance, Finance, Financial Analysis, Management, Accounting, Financial Modeling, Strategic Planning, Teamwork, Investment Banking, Coaching, Data Analysis, Market Research, Business Strategy, Team Leadership
Education
California State University-Northridge 2010 — 2014
Jason Kilpela Jason Kilpela's Houlihan Lokey Experience June 2006 - August 2006
Job VP Finance and Business Development
Industry Information Services
Experience
Kapost July 2015 - Present
DigitalGlobe June 2011 - July 2015
Fortune 500 Company February 2011 - June 2011
AlixPartners July 2007 - September 2010
Houlihan Lokey June 2006 - August 2006
Canaccord Adams July 2002 - May 2005
Skills
Financial Analysis, Competitive Analysis, Treasury Management, Logistics, Functions, Gambling, Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Business Strategy, Restructuring, Strategy, Venture Capital, Management Consulting, Private Equity, Corporate Finance, Business Development, Strategic Planning, Mergers & Acquisitions, Investment Banking, Leadership, Forecasting, Start-ups, Management, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
Boston College 1997 — 2001
BS
Kapost July 2015 - Present
DigitalGlobe June 2011 - July 2015
Fortune 500 Company February 2011 - June 2011
AlixPartners July 2007 - September 2010
Houlihan Lokey June 2006 - August 2006
Canaccord Adams July 2002 - May 2005
Skills
Financial Analysis, Competitive Analysis, Treasury Management, Logistics, Functions, Gambling, Financial Modeling, Mergers, Corporate Development, Valuation, Due Diligence, Business Strategy, Restructuring, Strategy, Venture Capital, Management Consulting, Private Equity, Corporate Finance, Business Development, Strategic Planning, Mergers & Acquisitions, Investment Banking, Leadership, Forecasting, Start-ups, Management, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 2005 — 2007
MBA
Boston College 1997 — 2001
BS
Jeanette Dvorak Jeanette Dvorak's Houlihan Lokey Experience March 2002 - July 2003
Job Sr. Marketing Coordinator at HKS, Inc.
Industry Marketing and Advertising
Experience
HKS, Inc. July 2015 - Present
RBB Architects Inc August 2008 - Present
CCRA International September 2006 - August 2008
California Association of REALTORS July 2003 - September 2006
Houlihan Lokey March 2002 - July 2003
LA Economic Development Corp. April 1999 - April 2001
The Century Council October 1997 - September 1998
Sage Publications February 1996 - October 1996
American Fitness Magazine September 1990 - August 1995
Skills
Market Research, Public Relations, Integrated Marketing, Marketing Communications, Marketing Strategy, Trade Shows, Strategic Partnerships, Marketing, Brand Development, Business Development, Editing, Event Management, Management, Leadership, Strategic Planning, Social Media, Proposal Writing, Graphic Design, New Business Development, Project Management
Education
California State University-Northridge
Bachelor's degree, Journalism / Public Relations
HKS, Inc. July 2015 - Present
RBB Architects Inc August 2008 - Present
CCRA International September 2006 - August 2008
California Association of REALTORS July 2003 - September 2006
Houlihan Lokey March 2002 - July 2003
LA Economic Development Corp. April 1999 - April 2001
The Century Council October 1997 - September 1998
Sage Publications February 1996 - October 1996
American Fitness Magazine September 1990 - August 1995
Skills
Market Research, Public Relations, Integrated Marketing, Marketing Communications, Marketing Strategy, Trade Shows, Strategic Partnerships, Marketing, Brand Development, Business Development, Editing, Event Management, Management, Leadership, Strategic Planning, Social Media, Proposal Writing, Graphic Design, New Business Development, Project Management
Education
California State University-Northridge
Bachelor's degree, Journalism / Public Relations
Casey Hancock Casey Hancock's Houlihan Lokey Experience February 2015 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey February 2015 - Present
Kotzin Valuation Partners August 2010 - January 2015
Marcus & Millichap May 2010 - August 2010
Arizona State University September 2008 - May 2010
KPMG May 2008 - July 2008
Timepiece Capital October 2007 - May 2008
City of Woodinville June 2005 - July 2006
Skills
Finance, PowerPoint, Customer Service, Research, Economics, Marketing, Database Administration, Insurance, Networking, Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Reporting, Mergers, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Houlihan Lokey February 2015 - Present
Kotzin Valuation Partners August 2010 - January 2015
Marcus & Millichap May 2010 - August 2010
Arizona State University September 2008 - May 2010
KPMG May 2008 - July 2008
Timepiece Capital October 2007 - May 2008
City of Woodinville June 2005 - July 2006
Skills
Finance, PowerPoint, Customer Service, Research, Economics, Marketing, Database Administration, Insurance, Networking, Financial Modeling, Financial Analysis, Valuation, Business Valuation, Financial Reporting, Mergers, Mergers & Acquisitions
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance & Economics
Adam Waggoner's Houlihan Lokey Experience January 1997 - December 2002
Job Business Development Director at BDO
Industry Financial Services
Experience
BDO USA, LLP September 2015 - Present
Capital IQ 2008 - August 2015
FactSet Research Systems January 2003 - April 2008
Houlihan Lokey January 1997 - December 2002
Skills
Hedge Funds, Capital Markets, Equities, Alternative Investments, Financial Markets, Investment Banking, Corporate Finance, Equity Research, Valuation, Private Equity, Investments, Portfolio Management, Asset Managment, Fixed Income, Market Data, Bloomberg, Competitive Analysis, Emerging Markets, Financial Services, Relationship Management, Securities, Financial Modeling, Asset Management
Education
University of La Verne 1995 — 1997
Business Administration, Business Administration and Management, General
Citrus College 1993 — 1995
AA
BDO USA, LLP September 2015 - Present
Capital IQ 2008 - August 2015
FactSet Research Systems January 2003 - April 2008
Houlihan Lokey January 1997 - December 2002
Skills
Hedge Funds, Capital Markets, Equities, Alternative Investments, Financial Markets, Investment Banking, Corporate Finance, Equity Research, Valuation, Private Equity, Investments, Portfolio Management, Asset Managment, Fixed Income, Market Data, Bloomberg, Competitive Analysis, Emerging Markets, Financial Services, Relationship Management, Securities, Financial Modeling, Asset Management
Education
University of La Verne 1995 — 1997
Business Administration, Business Administration and Management, General
Citrus College 1993 — 1995
AA
Kinga (Elo) Bosse Kinga (Elo) Bosse's Houlihan Lokey Experience January 2008 - June 2012
Job Director of Strategy and M&A at AIG
Industry Insurance
Experience
American International Group Inc. (AIG) October 2013 - Present
American International Group Inc. (AIG) June 2012 - October 2013
Houlihan Lokey January 2008 - June 2012
PricewaterhouseCoopers, New York October 2005 - January 2008
PricewaterhouseCoopers London March 2005 - October 2005
International Monetary Fund June 2004 - August 2004
Corvinus University of Budapest 1994 - 2002
Skills
Strategic Advisory, Valuation, Mergers, Due Diligence, Restructuring, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Business Valuation, Financial Analysis, Capital Markets, Structured Finance, LBO, Economics, M&A experience, Derivatives, Hedge Funds, Corporate Development, Capital Structure, Emerging Markets, Portfolio Management, Strategy, Business Strategy, Mergers & Acquisitions, Operations Management, Strategic Financial..., Securitization, Structured Products, Start-ups, Investments, Divestitures, Acquisition Integration, Financial Advisory, Options, Bloomberg, Equities, Finance, Series 7, Macroeconomics, Financial Services, Banking, Financial Risk, Financial Structuring, Fixed Income, Venture Capital, Credit, Alternative Investments, Leveraged Finance, Project Finance
Education
University of Melbourne 2002 — 2006
PhD, Economics and Commerce (Stochastic Finance)
Princeton University 2003 — 2004
Ph.D., Visiting Research Collaborator; Operations Research and Financial Engineering
Central European University 2000 — 2002
MA, Economics
Corvinus University of Budapest 1994 — 1999
MSc, Finance, Corporate Valuation
Apaczai Csere Janos Gimnazium 1990 — 1994
High School Diploma
American International Group Inc. (AIG) October 2013 - Present
American International Group Inc. (AIG) June 2012 - October 2013
Houlihan Lokey January 2008 - June 2012
PricewaterhouseCoopers, New York October 2005 - January 2008
PricewaterhouseCoopers London March 2005 - October 2005
International Monetary Fund June 2004 - August 2004
Corvinus University of Budapest 1994 - 2002
Skills
Strategic Advisory, Valuation, Mergers, Due Diligence, Restructuring, Corporate Finance, Financial Modeling, Private Equity, Investment Banking, Business Valuation, Financial Analysis, Capital Markets, Structured Finance, LBO, Economics, M&A experience, Derivatives, Hedge Funds, Corporate Development, Capital Structure, Emerging Markets, Portfolio Management, Strategy, Business Strategy, Mergers & Acquisitions, Operations Management, Strategic Financial..., Securitization, Structured Products, Start-ups, Investments, Divestitures, Acquisition Integration, Financial Advisory, Options, Bloomberg, Equities, Finance, Series 7, Macroeconomics, Financial Services, Banking, Financial Risk, Financial Structuring, Fixed Income, Venture Capital, Credit, Alternative Investments, Leveraged Finance, Project Finance
Education
University of Melbourne 2002 — 2006
PhD, Economics and Commerce (Stochastic Finance)
Princeton University 2003 — 2004
Ph.D., Visiting Research Collaborator; Operations Research and Financial Engineering
Central European University 2000 — 2002
MA, Economics
Corvinus University of Budapest 1994 — 1999
MSc, Finance, Corporate Valuation
Apaczai Csere Janos Gimnazium 1990 — 1994
High School Diploma
Alain Toto, CFA's Houlihan Lokey Experience July 2006 - Present
Job M&A Investment Banking (Specialty Finance | FIG) Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2006 - Present
Shay Financial Services, Inc. July 2003 - July 2006
Bayview Financial August 2000 - July 2003
Export Development Canada January 1999 - August 2000
Skills
Due Diligence, Mergers, Capital Raising, Restructuring, Strategic Planning, Asset, Valuation, Private Equity, Capital Markets, Financial Modeling, Investment Banking, Investments, Equities, Financial Analysis, Corporate Development, Corporate Finance, Asset Managment
Education
Carleton University 1992 — 1996
B.Comm Hnr, Finance, Economics, Math
Houlihan Lokey July 2006 - Present
Shay Financial Services, Inc. July 2003 - July 2006
Bayview Financial August 2000 - July 2003
Export Development Canada January 1999 - August 2000
Skills
Due Diligence, Mergers, Capital Raising, Restructuring, Strategic Planning, Asset, Valuation, Private Equity, Capital Markets, Financial Modeling, Investment Banking, Investments, Equities, Financial Analysis, Corporate Development, Corporate Finance, Asset Managment
Education
Carleton University 1992 — 1996
B.Comm Hnr, Finance, Economics, Math
Steve Garber's Houlihan Lokey Experience 2002 - 2004
Job Senior Business Valuation Professional Affiliated With Finance Scholars Group
Industry Investment Banking
Experience
Finance Scholars Group (FSG) June 2013 - Present
2131 Valuation Advisors June 2013 - Present
FTI Consulting March 2004 - June 2013
Houlihan Lokey 2002 - 2004
Willamette Management Associates 1990 - 2002
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA (MBA), Finance
The Johns Hopkins University 1977 — 1981
BES, Bioengineering
Finance Scholars Group (FSG) June 2013 - Present
2131 Valuation Advisors June 2013 - Present
FTI Consulting March 2004 - June 2013
Houlihan Lokey 2002 - 2004
Willamette Management Associates 1990 - 2002
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1983
MSIA (MBA), Finance
The Johns Hopkins University 1977 — 1981
BES, Bioengineering
Aleksey Novikov, CFA's Houlihan Lokey Experience June 2010 - June 2013
Job Investment Professional
Industry Capital Markets
Experience
Shellpoint Partners July 2013 - Present
Houlihan Lokey June 2010 - June 2013
Royal Bank of Scotland Group December 2007 - June 2010
Cambridge Place Investment Management June 2007 - December 2007
Bain Capital Ventures January 2007 - May 2007
Church Tavern Advisors, LLC June 2006 - August 2006
Siemens AG August 2001 - August 2005
Skills
Valuation, Corporate Finance, Investments, Equity Valuation, Credit Analysis, High Yield, Distressed Debt, Structured Finance, Investment Banking, Restructuring, M&A experience, Hedge Funds, Private Equity, Emerging Markets, Russia, Risk Management, C++, VBA, Mathematics, Intex, Mergers, Business Valuation, Financial Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Structured Products, Leveraged Finance, Credit, Finance, CLO, MBS, CMBS, RMBS, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Lipetsk State Technical University 1997 — 2002
Master
Shellpoint Partners July 2013 - Present
Houlihan Lokey June 2010 - June 2013
Royal Bank of Scotland Group December 2007 - June 2010
Cambridge Place Investment Management June 2007 - December 2007
Bain Capital Ventures January 2007 - May 2007
Church Tavern Advisors, LLC June 2006 - August 2006
Siemens AG August 2001 - August 2005
Skills
Valuation, Corporate Finance, Investments, Equity Valuation, Credit Analysis, High Yield, Distressed Debt, Structured Finance, Investment Banking, Restructuring, M&A experience, Hedge Funds, Private Equity, Emerging Markets, Russia, Risk Management, C++, VBA, Mathematics, Intex, Mergers, Business Valuation, Financial Advisory, Financial Modeling, Financial Analysis, Alternative Investments, Structured Products, Leveraged Finance, Credit, Finance, CLO, MBS, CMBS, RMBS, Capital Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2005 — 2007
MBA
Lipetsk State Technical University 1997 — 2002
Master
John Song's Houlihan Lokey Experience 2006 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Houlihan Lokey 2006 - Present
Booz Allen Hamilton 2003 - 2005
Credit Suisse First Boston 1999 - 2001
Bankers Trust 1996 - 1999
Skills
Mergers & Acquisitions, Mergers, Due Diligence, Corporate Development, Private Equity, Management Consulting, Venture Capital, Investment Banking, Leadership, Financial Modeling, Valuation, Corporate Finance, LBO, M, Restructuring, Divestitures
Education
The University of Chicago 2001 — 2003
MBA, Finance, Strategic Management
Boston University
BA, Political Science
Mark Bradt's Houlihan Lokey Experience July 2007 - June 2011
Job
Industry Investment Banking
Experience
Houlihan Lokey Global Technology Group March 2014 - Present
ArchPoint Partners June 2011 - March 2014
Houlihan Lokey July 2007 - June 2011
Peacock Hislop (now Wedbush Morgan) November 2004 - August 2006
EchoStar Corporation January 2004 - October 2004
Level 3 Communications 2000 - 2001
JPMorgan Chase 1998 - 2000
Skills
Valuation, Finance, Mergers, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Mergers & Acquisitions, Strategy, Investment Banking, M&A experience, Due Diligence, Business Strategy, Start-ups, Strategic Planning, Financial Services, LBO, Capital Markets, Business Valuation, Emerging Markets, Private Placements, Venture Capital, Divestitures, Investments, Bloomberg, Capital Raising, Debt & Equity Financing, German GAAP, Deal Development, German Teaching, Russian Politics, English Literature, Venture Financing, Asian Cuisine, Fun Loving
Education
London Business School 2006 — 2007
MIF
Thunderbird School of Global Management 2002 — 2003
MBA
California Polytechnic State University-San Luis Obispo 1994 — 1997
Bachelor
Occidental College 1992 — 1994
Acalanes 1990 — 1992
Houlihan Lokey Global Technology Group March 2014 - Present
ArchPoint Partners June 2011 - March 2014
Houlihan Lokey July 2007 - June 2011
Peacock Hislop (now Wedbush Morgan) November 2004 - August 2006
EchoStar Corporation January 2004 - October 2004
Level 3 Communications 2000 - 2001
JPMorgan Chase 1998 - 2000
Skills
Valuation, Finance, Mergers, Financial Modeling, Private Equity, Corporate Finance, Corporate Development, Mergers & Acquisitions, Strategy, Investment Banking, M&A experience, Due Diligence, Business Strategy, Start-ups, Strategic Planning, Financial Services, LBO, Capital Markets, Business Valuation, Emerging Markets, Private Placements, Venture Capital, Divestitures, Investments, Bloomberg, Capital Raising, Debt & Equity Financing, German GAAP, Deal Development, German Teaching, Russian Politics, English Literature, Venture Financing, Asian Cuisine, Fun Loving
Education
London Business School 2006 — 2007
MIF
Thunderbird School of Global Management 2002 — 2003
MBA
California Polytechnic State University-San Luis Obispo 1994 — 1997
Bachelor
Occidental College 1992 — 1994
Acalanes 1990 — 1992
Brian Sipes's Houlihan Lokey Experience August 2009 - October 2014
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps October 2014 - Present
Houlihan Lokey August 2009 - October 2014
Flowserve Corporation January 2006 - April 2009
PricewaterhouseCoopers LLP August 1998 - December 2005
Deloitte & Touche LLP September 1994 - May 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Bucknell University 1990 — 1994
BS, Business Administration
Millburn 1986 — 1990
Duff & Phelps October 2014 - Present
Houlihan Lokey August 2009 - October 2014
Flowserve Corporation January 2006 - April 2009
PricewaterhouseCoopers LLP August 1998 - December 2005
Deloitte & Touche LLP September 1994 - May 1997
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Bucknell University 1990 — 1994
BS, Business Administration
Millburn 1986 — 1990
Benjamin Krauskopf's Houlihan Lokey Experience July 2009 - Present
Job Senior Vice President Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2009 - Present
Amazon.com 2003 - 2007
Skills
Product Management, Competitive Analysis, Financial Modeling, Analytics, Strategy, E-commerce, Business Strategy, Valuation, Cross-functional Team..., Strategic Partnerships, Financial Analysis, Business Development, Due Diligence, Market Research, Entrepreneurship, Venture Capital
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Entrepreneurship
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Houlihan Lokey July 2009 - Present
Amazon.com 2003 - 2007
Skills
Product Management, Competitive Analysis, Financial Modeling, Analytics, Strategy, E-commerce, Business Strategy, Valuation, Cross-functional Team..., Strategic Partnerships, Financial Analysis, Business Development, Due Diligence, Market Research, Entrepreneurship, Venture Capital
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance, Entrepreneurship
Bucknell University 1998 — 2002
Bachelor of Science (B.S.), Business Administration
Jeffrey Dorst's Houlihan Lokey Experience August 2009 - Present
Job Director, Capital Markets at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Eduard Linetskiy's Houlihan Lokey Experience November 2014 - Present
Job
Industry Investment Banking
Experience
Houlihan Lokey November 2014 - Present
Houlihan Lokey October 2013 - November 2014
MetLife September 2011 - September 2013
MetLife January 2010 - September 2011
AXA Equitable August 2007 - January 2010
NYSE Regulation July 2005 - August 2007
Office of Thrift Supervision June 2003 - December 2004
Skills
Series 24, Series 7, Compliance Testing, Policy, Investment Advisory, Equities, Finance, Auditing, Broker-Dealer, Analysis, Microsoft Excel, Compliance, Developing Testing..., 206(4)-7 testing, Development Of Policies, Code of Ethics, Personnel Management, Series 27, Employee Personal..., Series 66, 3012, Implementation Of..., Surveillance, Investment Advisory..., Sungard Prosurv, Sungard Personal..., StarCompliance
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Leadership / Change Management & Finance
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance & Investments
Houlihan Lokey November 2014 - Present
Houlihan Lokey October 2013 - November 2014
MetLife September 2011 - September 2013
MetLife January 2010 - September 2011
AXA Equitable August 2007 - January 2010
NYSE Regulation July 2005 - August 2007
Office of Thrift Supervision June 2003 - December 2004
Skills
Series 24, Series 7, Compliance Testing, Policy, Investment Advisory, Equities, Finance, Auditing, Broker-Dealer, Analysis, Microsoft Excel, Compliance, Developing Testing..., 206(4)-7 testing, Development Of Policies, Code of Ethics, Personnel Management, Series 27, Employee Personal..., Series 66, 3012, Implementation Of..., Surveillance, Investment Advisory..., Sungard Prosurv, Sungard Personal..., StarCompliance
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
MBA, Leadership / Change Management & Finance
Baruch College, City University of New York (CUNY) 2001 — 2005
BBA, Finance & Investments
Brian Richards's Houlihan Lokey Experience July 2011 - June 2013
Job Senior Manager, Partner Strategy at TrueCar, Inc.
Industry Internet
Experience
TrueCar, Inc. April 2014 - Present
Pogoseat and Parking Panda June 2013 - April 2014
Houlihan Lokey July 2011 - June 2013
Houlihan Lokey June 2010 - August 2010
KPMG US September 2003 - August 2009
Northern California Power Agency April 2001 - September 2003
Prudential Securities March 2000 - April 2001
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Risk Management, Securitization, Information Technology, Capital Markets, LBO, Equities, Business Valuation, Debt, Bloomberg, Structured Finance, Energy, Mergers, Acquisitions, Strategic Partnerships, Start-ups, Corporate Finance, Start-up Consulting, Sports, Entertainment, Business Strategy, Leadership, Team Leadership, Strategy, Automotive, Business Development, Partner Development, Strategic Planning, New Business Development
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, and Accounting
California State University-Sacramento 1998 — 2003
B.S., Finance
TrueCar, Inc. April 2014 - Present
Pogoseat and Parking Panda June 2013 - April 2014
Houlihan Lokey July 2011 - June 2013
Houlihan Lokey June 2010 - August 2010
KPMG US September 2003 - August 2009
Northern California Power Agency April 2001 - September 2003
Prudential Securities March 2000 - April 2001
Skills
Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Due Diligence, Risk Management, Securitization, Information Technology, Capital Markets, LBO, Equities, Business Valuation, Debt, Bloomberg, Structured Finance, Energy, Mergers, Acquisitions, Strategic Partnerships, Start-ups, Corporate Finance, Start-up Consulting, Sports, Entertainment, Business Strategy, Leadership, Team Leadership, Strategy, Automotive, Business Development, Partner Development, Strategic Planning, New Business Development
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance, Economics, and Accounting
California State University-Sacramento 1998 — 2003
B.S., Finance
Charles Hibbs, CFA's Houlihan Lokey Experience 2015 - Present
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2015 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2013 - 2013
Royal Bank of Scotland 2009 - 2012
Columbia Management 2008 - 2009
Bank of America 2005 - 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2003 — 2005
Master of Arts (MA)
Boston University 2001 — 2005
Bachelor of Arts (BA)
Houlihan Lokey 2015 - Present
J.P. Morgan 2014 - 2015
J.P. Morgan 2013 - 2013
Royal Bank of Scotland 2009 - 2012
Columbia Management 2008 - 2009
Bank of America 2005 - 2008
Education
Cornell University - Johnson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Boston University 2003 — 2005
Master of Arts (MA)
Boston University 2001 — 2005
Bachelor of Arts (BA)
Anup Agarwal's Houlihan Lokey Experience 2002 - 2004
Job Managing Director at The Peakstone Group
Industry Financial Services
Experience
The Peakstone Group 2011 - Present
Standard Chartered Bank 2009 - 2010
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Houlihan Lokey 2002 - 2004
IL&FS 1994 - 2000
Skills
Corporate Development, Corporate Finance, Investment Banking, Mergers, Business Acquisition, Valuation, Leveraged Finance, Equities, Capital Markets, Private Equity, Due Diligence, Strategic Planning, Cross-border..., Mergers & Acquisitions, Acquisitions, Investments, Financial Modeling, Portfolio Management, Restructuring, LBO, Project Finance, Divestitures, Emerging Markets, Strategy, Capital Raising, Recapitalizations, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Finance / Strategy
Birla Institute of Technology and Science
JD(BS/MS), Engineering/Economics
Delhi Public School
High School
The Peakstone Group 2011 - Present
Standard Chartered Bank 2009 - 2010
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Houlihan Lokey 2002 - 2004
IL&FS 1994 - 2000
Skills
Corporate Development, Corporate Finance, Investment Banking, Mergers, Business Acquisition, Valuation, Leveraged Finance, Equities, Capital Markets, Private Equity, Due Diligence, Strategic Planning, Cross-border..., Mergers & Acquisitions, Acquisitions, Investments, Financial Modeling, Portfolio Management, Restructuring, LBO, Project Finance, Divestitures, Emerging Markets, Strategy, Capital Raising, Recapitalizations, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Finance / Strategy
Birla Institute of Technology and Science
JD(BS/MS), Engineering/Economics
Delhi Public School
High School
David A Davis's Houlihan Lokey Experience April 1995 - March 2004
Job Senior Vice President, Finance at Content Partners, LLC
Industry Entertainment
Experience
Content Partners, LLC March 2013 - Present
Arpeggio Partners, LLC March 2004 - March 2013
FMV March 2007 - October 2007
Houlihan Lokey April 1995 - March 2004
Paul Kagan Associates 1989 - 1995
Skills
Financial Modeling, Finance, Private Equity, Mergers, Strategic Partnerships, Mergers & Acquisitions, Management, Due Diligence, Valuation, Corporate Finance, Venture Capital, Business Valuation
Education
Lewiston High School
UCLA Anderson School of Management 1987 — 1989
MBA, Finance and Entertainment Management
Bowdoin College 1977 — 1981
BA, Government
Phillips Academy 1975 — 1977
HS
Content Partners, LLC March 2013 - Present
Arpeggio Partners, LLC March 2004 - March 2013
FMV March 2007 - October 2007
Houlihan Lokey April 1995 - March 2004
Paul Kagan Associates 1989 - 1995
Skills
Financial Modeling, Finance, Private Equity, Mergers, Strategic Partnerships, Mergers & Acquisitions, Management, Due Diligence, Valuation, Corporate Finance, Venture Capital, Business Valuation
Education
Lewiston High School
UCLA Anderson School of Management 1987 — 1989
MBA, Finance and Entertainment Management
Bowdoin College 1977 — 1981
BA, Government
Phillips Academy 1975 — 1977
HS
Lars Enstrom's Houlihan Lokey Experience 2002 - 2006
Job Alvarez & Marsal
Industry Investment Banking
Experience
Alvarez & Marsal 2009 - Present
Fortress Investment Group 2006 - 2009
Houlihan Lokey 2002 - 2006
Skills
Loan Structuring, Private Equity, Hedge Funds, Debt Restructuring, Investment Banking, Restructuring, Financial Advisory, Leveraged Finance, Corporate Development
Education
Harvard Business School
MBA
Brown University
AB, Economics
Alvarez & Marsal 2009 - Present
Fortress Investment Group 2006 - 2009
Houlihan Lokey 2002 - 2006
Skills
Loan Structuring, Private Equity, Hedge Funds, Debt Restructuring, Investment Banking, Restructuring, Financial Advisory, Leveraged Finance, Corporate Development
Education
Harvard Business School
MBA
Brown University
AB, Economics
Gavin Gordon's Houlihan Lokey Experience June 2015 - Present
Job Systems/Business Analyst
Industry Information Technology and Services
Experience
Houlihan Lokey June 2015 - Present
Houlihan Lokey April 2014 - Present
AIDS Healthcare Foundation April 2010 - October 2013
AIDS Healthcare Foundation March 2009 - March 2010
Kaiser Permanente March 2008 - November 2008
Comcast Cable Communication January 2005 - December 2005
Comcast Cable Communications September 2001 - December 2004
Digital City August 1999 - December 1999
Skills
Databases, SQL, Access, Systems Analysis, Data Analysis, Business Analysis, MySQL, SDLC, Microsoft SQL Server, Crystal Reports, Microsoft Office, FTP software, HP Service Manager, Pentaho, VNC, Dameware, HRIS, Project Management, Management, Information Technology, Process Improvement, Business Requirements, Business Process
Education
City University London 2006 — 2008
Master of Science, Information Technology
Drexel University - College of Business and Administration 1997 — 2001
Bachelor of Science, Management Information Systems
Houlihan Lokey June 2015 - Present
Houlihan Lokey April 2014 - Present
AIDS Healthcare Foundation April 2010 - October 2013
AIDS Healthcare Foundation March 2009 - March 2010
Kaiser Permanente March 2008 - November 2008
Comcast Cable Communication January 2005 - December 2005
Comcast Cable Communications September 2001 - December 2004
Digital City August 1999 - December 1999
Skills
Databases, SQL, Access, Systems Analysis, Data Analysis, Business Analysis, MySQL, SDLC, Microsoft SQL Server, Crystal Reports, Microsoft Office, FTP software, HP Service Manager, Pentaho, VNC, Dameware, HRIS, Project Management, Management, Information Technology, Process Improvement, Business Requirements, Business Process
Education
City University London 2006 — 2008
Master of Science, Information Technology
Drexel University - College of Business and Administration 1997 — 2001
Bachelor of Science, Management Information Systems
Robert Barham's Houlihan Lokey Experience July 2012 - Present
Job Senior Programmer Analyst at Houlihan Lokey
Industry Computer Software
Experience
Houlihan Lokey July 2012 - Present
Precision Development September 2010 - August 2012
Certiport, Inc. February 2000 - August 2010
Novell 1994 - 2000
SoftSolutions 1991 - 1994
Skills
Web Services, Microsoft SQL Server, T-SQL, XML, Software Development, Agile Methodologies, SQL, C#, Agile Project Management, jQuery, Scrum, .NET, Java, ASP.NET, Team Leadership, Microsoft Office, CSS, Business Analysis, SDLC, JavaScript, SaaS, Technical Writing, AJAX, VB.NET, Software Engineering, Databases, Visual Studio, HTML, Database Design, IIS, SharePoint
Education
Brigham Young University 1987 — 1991
Houlihan Lokey July 2012 - Present
Precision Development September 2010 - August 2012
Certiport, Inc. February 2000 - August 2010
Novell 1994 - 2000
SoftSolutions 1991 - 1994
Skills
Web Services, Microsoft SQL Server, T-SQL, XML, Software Development, Agile Methodologies, SQL, C#, Agile Project Management, jQuery, Scrum, .NET, Java, ASP.NET, Team Leadership, Microsoft Office, CSS, Business Analysis, SDLC, JavaScript, SaaS, Technical Writing, AJAX, VB.NET, Software Engineering, Databases, Visual Studio, HTML, Database Design, IIS, SharePoint
Education
Brigham Young University 1987 — 1991
Kim Kalinoski's Houlihan Lokey Experience June 2000 - July 2001
Job Owner at Stinkerbelle Sweaters
Industry Real Estate
Experience
Stinkerbelle Sweaters Executive AssistantCodilis & Associates, P.C.January 2009 - October 2009
Eastdil Secured July 2001 - November 2008
Houlihan Lokey June 2000 - July 2001
Jones Lang LaSalle March 1998 - June 2000
Education
Adler University 1998 — 1999
The School of the Art Institute of Chicago 1989 — 1995
BFA
Warren Township HS 1984 — 1989
Stinkerbelle Sweaters Executive AssistantCodilis & Associates, P.C.January 2009 - October 2009
Eastdil Secured July 2001 - November 2008
Houlihan Lokey June 2000 - July 2001
Jones Lang LaSalle March 1998 - June 2000
Education
Adler University 1998 — 1999
The School of the Art Institute of Chicago 1989 — 1995
BFA
Warren Township HS 1984 — 1989
Ifediora Maduka's Houlihan Lokey Experience October 2011 - July 2013
Job Senior Director of Finance at theAudience
Industry Online Media
Experience
theAudience August 2013 - Present
Houlihan Lokey October 2011 - July 2013
Houlihan Lokey June 2010 - October 2011
Houlihan Lokey June 2008 - May 2010
Skills
Financial Modeling, Corporate Finance, LBO, Business Valuation, Financial Analysis, Investment Banking, Private Equity, Strategy, Entrepreneurship, Corporate Development, Finance, Social Media, Alcoholic Beverages, Bird Watching, Emerging Markets, Lounge, Analysis
Education
Boston University
Bachelors, Economics
theAudience August 2013 - Present
Houlihan Lokey October 2011 - July 2013
Houlihan Lokey June 2010 - October 2011
Houlihan Lokey June 2008 - May 2010
Skills
Financial Modeling, Corporate Finance, LBO, Business Valuation, Financial Analysis, Investment Banking, Private Equity, Strategy, Entrepreneurship, Corporate Development, Finance, Social Media, Alcoholic Beverages, Bird Watching, Emerging Markets, Lounge, Analysis
Education
Boston University
Bachelors, Economics
Linette Coste's Houlihan Lokey Experience December 2014 - Present
Job Bilingual Global Event Marketing Executive
Industry Events Services
Experience
Houlihan Lokey December 2014 - Present
Nobleberry July 2014 - Present
Barclays August 2010 - July 2014
Barclays Capital August 2004 - July 2010
Mako Global Derivatives 2001 - 2004
Skills
Event Planning, Event Management, Microsoft Excel, Marketing, Customer Service, Social Media, Sales, PowerPoint, Microsoft Office, Social Media Marketing, Budgets, Management, Outlook, Social Networking, Fundraising, Leadership, Marketing Communications, Marketing Strategy, Strategic Planning, Vendor Management, Finance, Contract Negotiation
Education
Baruch College, City University of New York (CUNY)
Houlihan Lokey December 2014 - Present
Nobleberry July 2014 - Present
Barclays August 2010 - July 2014
Barclays Capital August 2004 - July 2010
Mako Global Derivatives 2001 - 2004
Skills
Event Planning, Event Management, Microsoft Excel, Marketing, Customer Service, Social Media, Sales, PowerPoint, Microsoft Office, Social Media Marketing, Budgets, Management, Outlook, Social Networking, Fundraising, Leadership, Marketing Communications, Marketing Strategy, Strategic Planning, Vendor Management, Finance, Contract Negotiation
Education
Baruch College, City University of New York (CUNY)
Stefanie Dixon's Houlihan Lokey Experience January 2012 - Present
Job Marketing Manager for Corporate Finance at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey January 2012 - Present
Coast Asset Management September 2006 - January 2012
Skills
Hedge Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance
Houlihan Lokey January 2012 - Present
Coast Asset Management September 2006 - January 2012
Skills
Hedge Funds, Alternative Investments
Education
Boston University - School of Management 2002 — 2006
BSBA, Finance
Jonathan Sloan's Houlihan Lokey Experience December 2013 - Present
Job Senior Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey December 2013 - Present
MBIA May 2005 - December 2013
CIFG September 2002 - May 2005
JPMorgan January 1999 - September 2002
Skills
Risk Management, Financial Structuring, Credit, Financial Reporting, Restructuring, Securitization, Credit Analysis, Structured Products, Derivatives, Capital Markets, CDO, Fixed Income, Portfolio Management, ABS, Due Diligence, Asset Management, Banking, Structured Finance, Bloomberg, Equity Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Securities, Corporate Finance, Hedge Funds, Investments, Trading, Financial Analysis, Credit Derivatives, Financial Risk, Loan Origination, Private Equity, CDS, Bonds, Market Risk, CMBS, Finance, Project Finance, High Yield, Fund Administration, Alternative Investments, Valuation, MBS, Funding, Credit Risk, Residential Mortgages, Financial Markets, Loans
Education
State University of New York at Binghamton 1991 — 1996
MS, Accounting, Summa
Houlihan Lokey December 2013 - Present
MBIA May 2005 - December 2013
CIFG September 2002 - May 2005
JPMorgan January 1999 - September 2002
Skills
Risk Management, Financial Structuring, Credit, Financial Reporting, Restructuring, Securitization, Credit Analysis, Structured Products, Derivatives, Capital Markets, CDO, Fixed Income, Portfolio Management, ABS, Due Diligence, Asset Management, Banking, Structured Finance, Bloomberg, Equity Capital Markets, Emerging Markets, Equities, Financial Modeling, Investment Banking, Securities, Corporate Finance, Hedge Funds, Investments, Trading, Financial Analysis, Credit Derivatives, Financial Risk, Loan Origination, Private Equity, CDS, Bonds, Market Risk, CMBS, Finance, Project Finance, High Yield, Fund Administration, Alternative Investments, Valuation, MBS, Funding, Credit Risk, Residential Mortgages, Financial Markets, Loans
Education
State University of New York at Binghamton 1991 — 1996
MS, Accounting, Summa
Susan Barrett Roddy's Houlihan Lokey Experience April 2013 - Present
Job Senior Vice President, Investment Banking at Houlihan Lokey
Industry Consumer Goods
Experience
Houlihan Lokey April 2013 - Present
PepsiCo 2007 - 2007
PepsiCo 2004 - 2007
Deutsche Bank 2002 - 2004
E & Y 1998 - 2000
Skills
Corporate Finance, Mergers, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Bucknell University 1994 — 1998
BSBA, Accounting
Houlihan Lokey April 2013 - Present
PepsiCo 2007 - 2007
PepsiCo 2004 - 2007
Deutsche Bank 2002 - 2004
E & Y 1998 - 2000
Skills
Corporate Finance, Mergers, Mergers & Acquisitions
Education
University of Virginia Darden School of Business 2000 — 2002
Master of Business Administration (M.B.A.)
Bucknell University 1994 — 1998
BSBA, Accounting
Robert Rama's Houlihan Lokey Experience September 1997 - September 1999
Job Corporate FP&A | Investment Banking
Industry Financial Services
Experience
Toyota Financial Services July 2007 - Present
Strategic Equity Group November 2004 - July 2007
Sharp Nurses, Inc. September 1999 - November 2004
Houlihan Lokey September 1997 - September 1999
Skills
Strategic Financial..., Finance, Forecasting, Investment Banking, Financial Reporting, Restructuring, Analysis, Risk Management, Portfolio Management, Strategy, Business Intelligence, Credit Analysis, Management, Due Diligence, Business Strategy, Managerial Finance, Private Equity, Banking, Investments, Business Planning, Start-ups, Financial Services, Mergers & Acquisitions, Capital Raising, Distressed M&A, Distressed Debt, Financial Modeling, Enterprise Valuation, Regulation D, Private Placements, DCF Valuation, Reverse Mergers, M&A experience, M&A execution, M&A analysis, International M&A, Cross-border M&A, M&A Negotiations, Analytics, Cross-functional Team..., Business Valuation, Strategic Planning, Capital Markets, Financial Planning
Education
Boston University 1993 — 1997
Bachelor of Science, Business Administration
Campbell Hall Episcopal 1988 — 1993
Toyota Financial Services July 2007 - Present
Strategic Equity Group November 2004 - July 2007
Sharp Nurses, Inc. September 1999 - November 2004
Houlihan Lokey September 1997 - September 1999
Skills
Strategic Financial..., Finance, Forecasting, Investment Banking, Financial Reporting, Restructuring, Analysis, Risk Management, Portfolio Management, Strategy, Business Intelligence, Credit Analysis, Management, Due Diligence, Business Strategy, Managerial Finance, Private Equity, Banking, Investments, Business Planning, Start-ups, Financial Services, Mergers & Acquisitions, Capital Raising, Distressed M&A, Distressed Debt, Financial Modeling, Enterprise Valuation, Regulation D, Private Placements, DCF Valuation, Reverse Mergers, M&A experience, M&A execution, M&A analysis, International M&A, Cross-border M&A, M&A Negotiations, Analytics, Cross-functional Team..., Business Valuation, Strategic Planning, Capital Markets, Financial Planning
Education
Boston University 1993 — 1997
Bachelor of Science, Business Administration
Campbell Hall Episcopal 1988 — 1993
Angus Schaller's Houlihan Lokey Experience July 2014 - Present
Job Associate, Financial Restructuring, Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Regions Capital Markets/Regions Securities LLC April 2010 - July 2014
Bank of America June 2009 - March 2010
Skills
Syndications, Leveraged Finance, Credit Analysis, Financial Structuring, Capital Markets, Corporate Finance, Fixed Income, Credit
Education
Amherst College 2005 — 2009
BA, Economics and Spanish
Houlihan Lokey July 2014 - Present
Regions Capital Markets/Regions Securities LLC April 2010 - July 2014
Bank of America June 2009 - March 2010
Skills
Syndications, Leveraged Finance, Credit Analysis, Financial Structuring, Capital Markets, Corporate Finance, Fixed Income, Credit
Education
Amherst College 2005 — 2009
BA, Economics and Spanish
Loren McCutchen's Houlihan Lokey Experience October 2014 - Present
Job Director at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey October 2014 - Present
Deloitte March 2007 - September 2014
Deloitte September 1996 - March 2007
Skills
Financial Reporting, SEC filings, External Audit, Mergers & Acquisitions, Mergers, Auditing, Due Diligence, SEC Filings, Financial Modeling, GAAP, Accounting, US GAAP, Financial Analysis, Management
Education
Baylor University 1991 — 1996
BBA, MBA, Accounting
Houlihan Lokey October 2014 - Present
Deloitte March 2007 - September 2014
Deloitte September 1996 - March 2007
Skills
Financial Reporting, SEC filings, External Audit, Mergers & Acquisitions, Mergers, Auditing, Due Diligence, SEC Filings, Financial Modeling, GAAP, Accounting, US GAAP, Financial Analysis, Management
Education
Baylor University 1991 — 1996
BBA, MBA, Accounting
Rachel (Williamson) Morris's Houlihan Lokey Experience July 2008 - August 2009
Job Senior Vice President at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2009 - Present
Houlihan Lokey July 2008 - August 2009
National City Bank June 2002 - June 2008
Education
Bradley University
B.S., Finance and Economics
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Entrepreneurship
Bank of America Merrill Lynch August 2009 - Present
Houlihan Lokey July 2008 - August 2009
National City Bank June 2002 - June 2008
Education
Bradley University
B.S., Finance and Economics
The University of Chicago - Booth School of Business
MBA, Finance, Accounting, Entrepreneurship
David Andrias's Houlihan Lokey Experience January 2012 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2012 - Present
Citi 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
John Hancock Financial Services 2004 - 2008
Skills
Series 63, Series 79
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master
Boston College 2000 — 2004
Bachelor of Arts
University of Oxford 2002 — 2003
Mansfield College
Houlihan Lokey January 2012 - Present
Citi 2011 - 2012
Robert W. Baird & Co. 2010 - 2011
John Hancock Financial Services 2004 - 2008
Skills
Series 63, Series 79
Education
Cornell University - Johnson Graduate School of Management 2008 — 2010
Master
Boston College 2000 — 2004
Bachelor of Arts
University of Oxford 2002 — 2003
Mansfield College
Sophie Milrom's Houlihan Lokey Experience May 2012 - September 2012
Job Founder at Innocent Foods
Industry Primary/Secondary Education
Experience
EatPops 2014 - Present
Kirkland & Ellis LLP October 2013 - October 2014
Houlihan Lokey May 2012 - September 2012
Kirkland & Ellis LLP May 2012 - May 2012
LUA Technologies 2012 - 2012
Kirkland & Ellis LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Kirkland & Ellis LLP June 2008 - August 2009
Superior Court of New Jersey May 2007 - August 2007
Skills
Legal Research, Legal Writing, Restructuring, Due Diligence, Mergers, Private Equity, Intellectual Property, Licensing, Venture Capital
Education
NYU Stern School of Business 2011 — 2013
J.D / M.B.A.
New York University School of Law 2009 — 2013
J.D. / M.B.A.
Boston University 2005 — 2008
B.Sc., Communications, Modern Hebrew Language
EatPops 2014 - Present
Kirkland & Ellis LLP October 2013 - October 2014
Houlihan Lokey May 2012 - September 2012
Kirkland & Ellis LLP May 2012 - May 2012
LUA Technologies 2012 - 2012
Kirkland & Ellis LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Kirkland & Ellis LLP June 2008 - August 2009
Superior Court of New Jersey May 2007 - August 2007
Skills
Legal Research, Legal Writing, Restructuring, Due Diligence, Mergers, Private Equity, Intellectual Property, Licensing, Venture Capital
Education
NYU Stern School of Business 2011 — 2013
J.D / M.B.A.
New York University School of Law 2009 — 2013
J.D. / M.B.A.
Boston University 2005 — 2008
B.Sc., Communications, Modern Hebrew Language
Peter DeLong's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Chartwell Financial Advisory, Inc. April 2011 - July 2014
Wuliger, Fadel, & Beyer May 2009 - April 2011
ABN AMRO Bank N.V. / LaSalle Bank August 2005 - August 2007
Ohio Department of Commerce May 2004 - August 2004
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
M.B.A, Banking and Finance Concentration
Case Western Reserve University School of Law 2007 — 2010
J.D., Business Law Concentration
Miami University 2001 — 2005
B.S. / B.A., Finance, History
Saint Ignatius High School 1997 — 2001
Houlihan Lokey July 2014 - Present
Chartwell Financial Advisory, Inc. April 2011 - July 2014
Wuliger, Fadel, & Beyer May 2009 - April 2011
ABN AMRO Bank N.V. / LaSalle Bank August 2005 - August 2007
Ohio Department of Commerce May 2004 - August 2004
Education
Case Western Reserve University - Weatherhead School of Management 2008 — 2010
M.B.A, Banking and Finance Concentration
Case Western Reserve University School of Law 2007 — 2010
J.D., Business Law Concentration
Miami University 2001 — 2005
B.S. / B.A., Finance, History
Saint Ignatius High School 1997 — 2001
Victoria Alba's Houlihan Lokey Experience November 2000 - Present
Job HR Supervisor at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey November 2000 - Present
Bath & Body Works June 1998 - September 2000
Bechtel Physical Therapy June 1995 - May 1998
Skills
Recruiting, Human Resources, Mergers & Acquisitions, Talent Acquisition, Strategic Planning, Onboarding, Employee Benefits
Education
California State University-Northridge
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Houlihan Lokey November 2000 - Present
Bath & Body Works June 1998 - September 2000
Bechtel Physical Therapy June 1995 - May 1998
Skills
Recruiting, Human Resources, Mergers & Acquisitions, Talent Acquisition, Strategic Planning, Onboarding, Employee Benefits
Education
California State University-Northridge
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Elizabeth DeMarco's Houlihan Lokey Experience March 2010 - July 2012
Job Climate Change & Sustainability Services
Industry Management Consulting
Experience
EY June 2015 - Present
North Carolina Sustainable Energy Association July 2014 - May 2015
Duke Dining Services February 2014 - July 2014
The Veloz Group May 2013 - August 2013
Houlihan Lokey March 2010 - July 2012
Bevan, Mosca, Giuditta & Zarillo, P.C. October 2009 - March 2010
Citi May 2008 - August 2008
Smith Barney June 2007 - August 2007
Janney Montgomery Scott June 2006 - August 2006
Skills
Excel, Data Analysis, PowerPoint, Outlook, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Marketing, Economics, Trading, Financial Analysis, Entrepreneurship, Finance, Management, Sustainability, Policy, Microsoft Office, Research, Energy
Education
Duke University 2012 — 2014
Master of Environmental Management, Economics, Policy & Entrepreneurship
Barnard College 2007 — 2009
BA; magna cum laude, Economics, Environmental Science, 3.83
New York University
EY June 2015 - Present
North Carolina Sustainable Energy Association July 2014 - May 2015
Duke Dining Services February 2014 - July 2014
The Veloz Group May 2013 - August 2013
Houlihan Lokey March 2010 - July 2012
Bevan, Mosca, Giuditta & Zarillo, P.C. October 2009 - March 2010
Citi May 2008 - August 2008
Smith Barney June 2007 - August 2007
Janney Montgomery Scott June 2006 - August 2006
Skills
Excel, Data Analysis, PowerPoint, Outlook, Word, Financial Modeling, Microsoft Excel, Microsoft Word, Marketing, Economics, Trading, Financial Analysis, Entrepreneurship, Finance, Management, Sustainability, Policy, Microsoft Office, Research, Energy
Education
Duke University 2012 — 2014
Master of Environmental Management, Economics, Policy & Entrepreneurship
Barnard College 2007 — 2009
BA; magna cum laude, Economics, Environmental Science, 3.83
New York University
Warren Hirschhorn's Houlihan Lokey Experience March 1995 - 1999
Job Vice Chairman Duff & Phelps
Industry Financial Services
Experience
Duff & Phelps July 1999 - Present
Houlihan Lokey March 1995 - 1999
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, Business Valuation, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Structuring, Restructuring, Alternative Investments, Venture Capital, Equities, LBO, Financial Analysis, Finance
Education
Adelphi University 1976 — 1979
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Rider University 1969 — 1973
Bachelor's Degree, Business/Commerce, General
Duff & Phelps July 1999 - Present
Houlihan Lokey March 1995 - 1999
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, Business Valuation, Due Diligence, Mergers & Acquisitions, Capital Markets, Financial Structuring, Restructuring, Alternative Investments, Venture Capital, Equities, LBO, Financial Analysis, Finance
Education
Adelphi University 1976 — 1979
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Rider University 1969 — 1973
Bachelor's Degree, Business/Commerce, General
Matthew Kyle Ellis's Houlihan Lokey Experience July 2015 - August 2015
Job Corporate Development & Private Equity Professional
Industry Venture Capital & Private Equity
Experience
ORIX USA Corporation July 2014 - Present
Houlihan Lokey July 2015 - August 2015
7-Eleven April 2014 - July 2014
7-Eleven May 2012 - April 2014
PwC January 2010 - May 2012
PwC January 2009 - April 2009
Skills
Valuation, Budgeting, Private Equity, Transaction Services, LBO, EV, Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Financial Planning, Forecasting, Business Valuation, Management Consulting, Strategic Planning, US GAAP, Business Planning, Business Strategy, Process Improvement, Strategy Development, Investment Banking, Divestitures, Cash Flow, Financial Management, Acquisition Integration, Due Diligence, Mergers, Capital Markets, Investments, Corporate Development, Bloomberg, Hedging, CPA, Chartered Financial..., Analysis, Mergers, Portfolio Management, DCF, Financial Accounting, SEC filings, Credit, Cash Management, Cash Flow Forecasting, Variance Analysis, Securities, Equity Research, Revenue Recognition, GAAP, Treasury
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters
Baylor University - Hankamer School of Business 2005 — 2008
BBA
Trinity Christian Academy 2001 — 2005
Addison, TX
ORIX USA Corporation July 2014 - Present
Houlihan Lokey July 2015 - August 2015
7-Eleven April 2014 - July 2014
7-Eleven May 2012 - April 2014
PwC January 2010 - May 2012
PwC January 2009 - April 2009
Skills
Valuation, Budgeting, Private Equity, Transaction Services, LBO, EV, Financial Modeling, Financial Reporting, Accounting, Financial Analysis, Corporate Finance, Financial Planning, Forecasting, Business Valuation, Management Consulting, Strategic Planning, US GAAP, Business Planning, Business Strategy, Process Improvement, Strategy Development, Investment Banking, Divestitures, Cash Flow, Financial Management, Acquisition Integration, Due Diligence, Mergers, Capital Markets, Investments, Corporate Development, Bloomberg, Hedging, CPA, Chartered Financial..., Analysis, Mergers, Portfolio Management, DCF, Financial Accounting, SEC filings, Credit, Cash Management, Cash Flow Forecasting, Variance Analysis, Securities, Equity Research, Revenue Recognition, GAAP, Treasury
Education
Baylor University - Hankamer School of Business 2008 — 2009
Masters
Baylor University - Hankamer School of Business 2005 — 2008
BBA
Trinity Christian Academy 2001 — 2005
Addison, TX
Jonathan Adams's Houlihan Lokey Experience March 2004 - April 2009
Job Vice President of Business Development at McLane Company, Inc.
Industry Logistics and Supply Chain
Experience
McLane Company, Inc. September 2015 - Present
Sterne Agee & Leach September 2011 - June 2015
SeaCo Ltd January 2010 - November 2011
Houlihan Lokey March 2004 - April 2009
Close Brothers Corporate Finance 1995 - 2000
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Restructuring, Capital Markets, Due Diligence, Private Placements, Hedge Funds, Mergers & Acquisitions, Banking, Financial Analysis, Leveraged Finance, Management, Finance, Investments
Education
University of Oxford 1989 — 2002
Law, Corporate Law
Cass Business School 1993 — 1995
MBA, Corporate Finance
McLane Company, Inc. September 2015 - Present
Sterne Agee & Leach September 2011 - June 2015
SeaCo Ltd January 2010 - November 2011
Houlihan Lokey March 2004 - April 2009
Close Brothers Corporate Finance 1995 - 2000
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Restructuring, Capital Markets, Due Diligence, Private Placements, Hedge Funds, Mergers & Acquisitions, Banking, Financial Analysis, Leveraged Finance, Management, Finance, Investments
Education
University of Oxford 1989 — 2002
Law, Corporate Law
Cass Business School 1993 — 1995
MBA, Corporate Finance
Liz Van Pelt's Houlihan Lokey Experience March 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey March 2015 - Present
Duff & Phelps September 2014 - March 2015
Duff & Phelps July 2012 - September 2014
Bedminster Financial Group, Ltd. May 2008 - August 2011
ICTSD International Centre for Trade and Sustainable Development January 2011 - April 2011
Skills
Capital Markets, Valuation, Investment Banking, Equities, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Economics, Business Valuation, Equity Valuation
Education
Boston College 2008 — 2012
International Studies, Economics
Kent State University 2011 — 2011
International Studies, Economics
The Taft School 2006 — 2008
Houlihan Lokey March 2015 - Present
Duff & Phelps September 2014 - March 2015
Duff & Phelps July 2012 - September 2014
Bedminster Financial Group, Ltd. May 2008 - August 2011
ICTSD International Centre for Trade and Sustainable Development January 2011 - April 2011
Skills
Capital Markets, Valuation, Investment Banking, Equities, Microsoft Excel, Bloomberg Terminal, Financial Analysis, Financial Modeling, Corporate Finance, Bloomberg, Economics, Business Valuation, Equity Valuation
Education
Boston College 2008 — 2012
International Studies, Economics
Kent State University 2011 — 2011
International Studies, Economics
The Taft School 2006 — 2008
Gene Bazemore's Houlihan Lokey Experience October 2006 - May 2013
Job VP Corporate Development at Enovation Controls, LLC
Industry Oil & Energy
Experience
Enovation Controls, LLC May 2014 - Present
AZZ Incorporated May 2013 - May 2014
Houlihan Lokey October 2006 - May 2013
Cooper Industries Ltd. July 2004 - October 2006
UBS Investment Bank June 2000 - July 2004
Prudential Securities June 1999 - June 2000
Skills
Mergers, Valuation, Acquisitions, Corporate Development, Corporate Finance, Divestitures, Financial Modeling, Due Diligence, Investment Banking, LBO, M, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Auburn University 1988 — 1992
BS, Chemical Engineering
Woodberry Forrest 1985 — 1988
Enovation Controls, LLC May 2014 - Present
AZZ Incorporated May 2013 - May 2014
Houlihan Lokey October 2006 - May 2013
Cooper Industries Ltd. July 2004 - October 2006
UBS Investment Bank June 2000 - July 2004
Prudential Securities June 1999 - June 2000
Skills
Mergers, Valuation, Acquisitions, Corporate Development, Corporate Finance, Divestitures, Financial Modeling, Due Diligence, Investment Banking, LBO, M, Mergers, Private Equity, Start-ups, Strategy, Venture Capital, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA
Auburn University 1988 — 1992
BS, Chemical Engineering
Woodberry Forrest 1985 — 1988
Ryan Jenson's Houlihan Lokey Experience Senior AssociateKPMG2003 - 2007
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey Senior AssociateKPMG2003 - 2007
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
Brigham Young University 1996 — 2003
B.S., Accounting
Houlihan Lokey Senior AssociateKPMG2003 - 2007
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
Brigham Young University 1996 — 2003
B.S., Accounting
Regina Rioux's Houlihan Lokey Experience
Job Administrative Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey
Education
Claremont Graduate University 1995 — 1997
MFA, Fine Art
California State University-Northridge 1987 — 1993
BA, Fine Art
Houlihan Lokey
Education
Claremont Graduate University 1995 — 1997
MFA, Fine Art
California State University-Northridge 1987 — 1993
BA, Fine Art
Sara Frey's Houlihan Lokey Experience May 2012 - August 2012
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank June 2014 - Present
Lazard June 2013 - June 2014
Houlihan Lokey May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Novae January 2011 - April 2011
EBF & Associates May 2010 - August 2010
Maynard's Restaurant May 2009 - August 2009
Education
Indiana University Bloomington 2008 — 2012
Cass Business School 2011 — 2011
Finance, Finance
Barclays Investment Bank June 2014 - Present
Lazard June 2013 - June 2014
Houlihan Lokey May 2012 - August 2012
KeyBanc Capital Markets May 2011 - August 2011
Novae January 2011 - April 2011
EBF & Associates May 2010 - August 2010
Maynard's Restaurant May 2009 - August 2009
Education
Indiana University Bloomington 2008 — 2012
Cass Business School 2011 — 2011
Finance, Finance
Jonathan Standen's Houlihan Lokey Experience June 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Management
Experience
Houlihan Lokey June 2015 - Present
Cedar Springs Capital 2014 - 2015
Greenhill & Co. 2011 - 2014
Duff & Phelps 2010 - 2011
Education
Babson College 2006 — 2010
Finance
Avon Old Farms
Houlihan Lokey June 2015 - Present
Cedar Springs Capital 2014 - 2015
Greenhill & Co. 2011 - 2014
Duff & Phelps 2010 - 2011
Education
Babson College 2006 — 2010
Finance
Avon Old Farms
Abhinav Somani's Houlihan Lokey Experience January 2008 - September 2008
Job Business Development at smartShift Technologies
Industry Investment Banking
Experience
smartShift Technologies August 2014 - Present
The Manhattan Project January 2009 - Present
ICV Capital Partners, LLC July 2012 - August 2014
Rothschild July 2009 - July 2012
Houlihan Lokey January 2008 - September 2008
Morgan Stanley September 2007 - December 2007
IntraLinks October 2006 - April 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Capital IQ, LBO, Capital Markets, Business Strategy, Business Development, Operational Efficiency, Private Equity, Investments, Debt & Equity Financing, Business Planning, Operational Strategy, Financial Analysis, Financial Statements, Remixing, Music Production
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Management, International Business
University of Manchester - Manchester Business School 2008 — 2008
Bachelor's Degree, International Study Abroad Program, 4.0
Edison High School 2002 — 2006
High School, General Studies, 4.0
smartShift Technologies August 2014 - Present
The Manhattan Project January 2009 - Present
ICV Capital Partners, LLC July 2012 - August 2014
Rothschild July 2009 - July 2012
Houlihan Lokey January 2008 - September 2008
Morgan Stanley September 2007 - December 2007
IntraLinks October 2006 - April 2007
Skills
Financial Modeling, Investment Banking, Valuation, Corporate Finance, Capital IQ, LBO, Capital Markets, Business Strategy, Business Development, Operational Efficiency, Private Equity, Investments, Debt & Equity Financing, Business Planning, Operational Strategy, Financial Analysis, Financial Statements, Remixing, Music Production
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance, Management, International Business
University of Manchester - Manchester Business School 2008 — 2008
Bachelor's Degree, International Study Abroad Program, 4.0
Edison High School 2002 — 2006
High School, General Studies, 4.0
Steven Kutos's Houlihan Lokey Experience June 2013 - Present
Job Restructuring Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2013 - Present
PwC June 2012 - August 2012
JDB Capital Investment Bank March 2012 - May 2012
UBS Investment Bank June 2011 - August 2011
Dalton Strategic Partnership June 2010 - August 2010
LGT Capital Management June 2009 - August 2009
AXA insurance Group Asset Management June 2007 - July 2007
Skills
Bloomberg, Hedge Funds, Asset Managment, Microsoft Excel, Matlab, Valuation, Financial Analysis, Financial Services, Financial Modeling, Corporate Finance, VBA, Financial Advisory, Due Diligence, Capital IQ, Private Equity, Asset Management, Equity Research, Fixed Income, DCF
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science, Finance & Mathematics(Statistics)
Houlihan Lokey June 2013 - Present
PwC June 2012 - August 2012
JDB Capital Investment Bank March 2012 - May 2012
UBS Investment Bank June 2011 - August 2011
Dalton Strategic Partnership June 2010 - August 2010
LGT Capital Management June 2009 - August 2009
AXA insurance Group Asset Management June 2007 - July 2007
Skills
Bloomberg, Hedge Funds, Asset Managment, Microsoft Excel, Matlab, Valuation, Financial Analysis, Financial Services, Financial Modeling, Corporate Finance, VBA, Financial Advisory, Due Diligence, Capital IQ, Private Equity, Asset Management, Equity Research, Fixed Income, DCF
Education
Arizona State University, W. P. Carey School of Business 2008 — 2013
Bachelor of Science, Finance & Mathematics(Statistics)
Chris Suscha's Houlihan Lokey Experience January 1999 - April 2003
Job Vice President Development at United Surgical Partners International, Inc
Industry Hospital & Health Care
Experience
United Surgical Partners International, Inc August 2015 - Present
Meridian Surgical Partners March 2014 - February 2015
National Surgical Hospitals November 2012 - January 2014
Meridian Surgical Partners January 2008 - October 2012
Private Capital Advisors, LLC April 2003 - April 2006
Houlihan Lokey January 1999 - April 2003
Deloitte & Touche January 1998 - January 1999
Skills
Healthcare, Mergers & Acquisitions, Venture Capital, Business Development, New Business Development, Corporate Finance, Strategic Planning, Valuation, Investment Banking, Restructuring, Financial Modeling, Start-ups, Early Stage Companies, Growth Strategies, Value Creation, Strategy, Due Diligence
Education
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Beloit College 1984 — 1988
BA, Economics & Management
United Surgical Partners International, Inc August 2015 - Present
Meridian Surgical Partners March 2014 - February 2015
National Surgical Hospitals November 2012 - January 2014
Meridian Surgical Partners January 2008 - October 2012
Private Capital Advisors, LLC April 2003 - April 2006
Houlihan Lokey January 1999 - April 2003
Deloitte & Touche January 1998 - January 1999
Skills
Healthcare, Mergers & Acquisitions, Venture Capital, Business Development, New Business Development, Corporate Finance, Strategic Planning, Valuation, Investment Banking, Restructuring, Financial Modeling, Start-ups, Early Stage Companies, Growth Strategies, Value Creation, Strategy, Due Diligence
Education
Belmont University - Jack C. Massey Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Beloit College 1984 — 1988
BA, Economics & Management
Case Carpenter's Houlihan Lokey Experience 2012 - 2013
Job Investment Professional at Second Alpha
Industry Venture Capital & Private Equity
Experience
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce
Lindsay Johnson's Houlihan Lokey Experience July 2011 - Present
Job Senior Administrative Assistant at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2011 - Present
Concierge Services of Atlanta 2005 - 2011
Skills
Event Planning, Customer Service, Event Management, Microsoft Office, Marketing, Public Relations, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Social Media Marketing, Outlook, Social Networking, Facebook
Education
Auburn University 2002 — 2005
English, Literature and Creative Writing
Brookstone
Houlihan Lokey July 2011 - Present
Concierge Services of Atlanta 2005 - 2011
Skills
Event Planning, Customer Service, Event Management, Microsoft Office, Marketing, Public Relations, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Social Media Marketing, Outlook, Social Networking, Facebook
Education
Auburn University 2002 — 2005
English, Literature and Creative Writing
Brookstone
Greg Miller's Houlihan Lokey Experience 1996 - 2002
Job Chief Financial Officer
Industry Hospital & Health Care
Experience
Trilogy Health Services, LLC January 2014 - Present
Kindred Healthcare January 2004 - January 2014
Houlihan Lokey 1996 - 2002
Skills
Mergers, Divestitures, Strategy, Mergers & Acquisitions, Acquisitions, Contract Negotiation, Business Development, Healthcare, Due Diligence, Executive Management, Financial Analysis
Education
Case Western Reserve University 1993 — 1995
MBA, Finance
Southern Methodist University 1988 — 1992
BBA, Finance
Trilogy Health Services, LLC January 2014 - Present
Kindred Healthcare January 2004 - January 2014
Houlihan Lokey 1996 - 2002
Skills
Mergers, Divestitures, Strategy, Mergers & Acquisitions, Acquisitions, Contract Negotiation, Business Development, Healthcare, Due Diligence, Executive Management, Financial Analysis
Education
Case Western Reserve University 1993 — 1995
MBA, Finance
Southern Methodist University 1988 — 1992
BBA, Finance
Mitch Knicely's Houlihan Lokey Experience July 2011 - April 2013
Job Hudson Advisors
Industry Real Estate
Experience
Hudson Advisors April 2013 - Present
Houlihan Lokey July 2011 - April 2013
C. L. McDade & Company June 2008 - July 2011
Skills
Commercial Real Estate, Finance, Investment Properties, Strategic Planning, Disposition, Market Analysis, Negotiation, Underwriting, Argus Modeling, Asset Management, Portfolio Management, Financial Analysis, Due Diligence, Dispositions
Education
Baylor University - Hankamer School of Business 2004 — 2008
Finance
Hudson Advisors April 2013 - Present
Houlihan Lokey July 2011 - April 2013
C. L. McDade & Company June 2008 - July 2011
Skills
Commercial Real Estate, Finance, Investment Properties, Strategic Planning, Disposition, Market Analysis, Negotiation, Underwriting, Argus Modeling, Asset Management, Portfolio Management, Financial Analysis, Due Diligence, Dispositions
Education
Baylor University - Hankamer School of Business 2004 — 2008
Finance
Beth Bradshaw's Houlihan Lokey Experience May 2012 - September 2012
Job Accounting Professional
Industry Accounting
Experience
Houlihan Lokey May 2012 - September 2012
Fox Cable Networks January 2001 - July 2011
CareAmerica Health Plans October 1990 - May 1999
Skills
Accounts Payable, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Social Media, Process Improvement, Retail
Education
California State University-Northridge 1984 — 1985
History
Los Angeles Pierce College 1980 — 1984
Associates Degree, English and History
Houlihan Lokey May 2012 - September 2012
Fox Cable Networks January 2001 - July 2011
CareAmerica Health Plans October 1990 - May 1999
Skills
Accounts Payable, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Social Media, Process Improvement, Retail
Education
California State University-Northridge 1984 — 1985
History
Los Angeles Pierce College 1980 — 1984
Associates Degree, English and History
Jennifer Carrillo's Houlihan Lokey Experience October 2012 - Present
Job Senior Administrative Assistant
Industry Retail
Experience
Houlihan Lokey October 2012 - Present
Innovations PSI August 2014 - October 2014
Chico's FAS Inc. 2011 - 2012
Sunglass Hut March 2007 - January 2011
24 Hour Fitness 2005 - 2007
Skills
Administrative..., Expense Reports, Calendaring, Microsoft Excel, Expense Management, Data Entry, Visual Merchandising, Store Management, Merchandising, Loss Prevention, Retail, Retail Sales, Store Operations, Driving Results, Apparel, Inventory Control, Fashion, Merchandise Planning, Inventory Management, New Store Openings, Profit, Cashiering, Assortment, Trend Analysis, Shrinkage, Sales, Travel Arrangements
Education
San Francisco State University 2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice Studies with a minor in Counseling
City College of San Francisco 2005 — 2012
Associate of Science (A.S.), Administration of Justice and Certificate of Completion in Forensic Identification, 2.95
Houlihan Lokey October 2012 - Present
Innovations PSI August 2014 - October 2014
Chico's FAS Inc. 2011 - 2012
Sunglass Hut March 2007 - January 2011
24 Hour Fitness 2005 - 2007
Skills
Administrative..., Expense Reports, Calendaring, Microsoft Excel, Expense Management, Data Entry, Visual Merchandising, Store Management, Merchandising, Loss Prevention, Retail, Retail Sales, Store Operations, Driving Results, Apparel, Inventory Control, Fashion, Merchandise Planning, Inventory Management, New Store Openings, Profit, Cashiering, Assortment, Trend Analysis, Shrinkage, Sales, Travel Arrangements
Education
San Francisco State University 2012 — 2014
Bachelor of Arts (B.A.), Criminal Justice Studies with a minor in Counseling
City College of San Francisco 2005 — 2012
Associate of Science (A.S.), Administration of Justice and Certificate of Completion in Forensic Identification, 2.95
Hannah Abelow's Houlihan Lokey Experience September 2014 - Present
Job Financial Restructuring Analyst at Houlihan Lokey
Industry
Experience
Houlihan Lokey September 2014 - Present
Blue Wolf Capital November 2012 - Present
Brown Daily Herald Inc. December 2012 - Present
Miller Buckfire June 2013 - August 2013
The Century Foundation May 2012 - July 2012
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), History
University of Cape Town 2012 — 2012
Houlihan Lokey September 2014 - Present
Blue Wolf Capital November 2012 - Present
Brown Daily Herald Inc. December 2012 - Present
Miller Buckfire June 2013 - August 2013
The Century Foundation May 2012 - July 2012
Education
Brown University 2010 — 2014
Bachelor of Arts (B.A.), History
University of Cape Town 2012 — 2012
Renee Boteilho's Houlihan Lokey Experience November 2007 - June 2012
Job Receptionist at Private Company
Industry Motion Pictures and Film
Experience
Private Company July 2013 - Present
Houlihan Lokey November 2007 - June 2012
Le Meridien Hotel at Beverly Hills January 2004 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Theatre, Music Education, Fine Art Photography, Research, Environmental Policy, Animal Welfare, English Literature, American Politics, Politics, Art History, World History, Architecture, Plays
Education
University of Hawaii at Manoa 1981 — 1983
Bachelor of Arts (BA), Drama and Theatre
Chaminade University of Honolulu 1978 — 1980
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Private Company July 2013 - Present
Houlihan Lokey November 2007 - June 2012
Le Meridien Hotel at Beverly Hills January 2004 - June 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Theatre, Music Education, Fine Art Photography, Research, Environmental Policy, Animal Welfare, English Literature, American Politics, Politics, Art History, World History, Architecture, Plays
Education
University of Hawaii at Manoa 1981 — 1983
Bachelor of Arts (BA), Drama and Theatre
Chaminade University of Honolulu 1978 — 1980
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Maricela Rivera's Houlihan Lokey Experience 2012 - 2013
Job Accounting
Industry Accounting
Experience
Houlihan Lokey 2012 - 2013
Restore Neighborhoods LA 2012 - 2012
Gothic Companies 2005 - 2011
H&R Block 2004 - 2005
Skills
Account Reconciliation, Accounting, Accounts Payable, Tax, Accounts Receivable, Financial Accounting, Financial Reporting, General Ledger
Education
California State University-Northridge 2002 — 2009
Houlihan Lokey 2012 - 2013
Restore Neighborhoods LA 2012 - 2012
Gothic Companies 2005 - 2011
H&R Block 2004 - 2005
Skills
Account Reconciliation, Accounting, Accounts Payable, Tax, Accounts Receivable, Financial Accounting, Financial Reporting, General Ledger
Education
California State University-Northridge 2002 — 2009
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS