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
CCG June 2009 - Present
TruEnergy LLC April 2012 - June 2015
Green Doorways Media Group, Inc. 2009 - January 2013
Houlihan Lokey 2007 - 2010
Open Field Capital LLC 2005 - 2007
Amerindo Investment Advisors 2003 - 2005
Raymond James 2001 - 2002
Skills
Social Media Marketing, Digital Marketing, Start-ups, Online Advertising, User Experience, SEO, Competitive Analysis, Entrepreneurship, Business Planning, Strategy, Social Networking, Strategic Partnerships, Venture Capital, Lead Generation, Marketing, Business Strategy, Brand Development, Sales, Corporate Development, Finance, Social Media, Small Business, Leadership, Mobile Applications, Web Design, E-commerce, Online Marketing, Mobile Marketing, SEM, Analytics, Digital Media, Digital Strategy, Business Development, New Business Development, Email Marketing
Education
Flagler College 1997 — 2000
BA, Business Administration / Economics
Cleanshelf 2015 - Present
Voxy 2011 - 2015
Tailwind Capital 2007 - 2011
Houlihan Lokey 2005 - 2007
Skills
Corporate Development, Venture Capital, Financial Modeling, Mergers, Private Equity, Strategy, Mergers & Acquisitions, Entrepreneurship, Business Development, Financial Analysis, Business Strategy, Investments, Corporate Finance, Strategic Partnerships, Portfolio Management, Start-ups, Valuation
Education
Emory University 2002 — 2005
BA, Economics, Spanish
Metamarkets April 2014 - Present
Walmart.com January 2012 - April 2014
Walmart.com April 2010 - January 2012
Walmart.com November 2008 - April 2010
Banana Republic March 2006 - October 2008
Banana Republic September 2003 - March 2006
Safeway July 2002 - September 2003
Houlihan Lokey July 1996 - April 2000
Skills
Cross-functional Team..., Forecasting, Financial Analysis, Strategy, Business Strategy, Analytics, E-commerce, Pricing, Finance, Retail, Management, CRM, Analysis, Financial Modeling, Strategic Planning, Income Statement, Team Leadership, Budgets, Mentoring, Situational Leadership, Supply Chain Finance, Investment Banking, P&L, Supply Chain
Education
Harvard Business School 2000 — 2002
MBA, Business Administration
University of California, Berkeley 1992 — 1996
BS, Business Administration - Acctg & Finance
The FORTIS Companies July 2015 - Present
Houlihan Lokey July 2009 - June 2014
Houlihan Lokey May 2008 - August 2008
U.S. Department of Commerce May 2007 - August 2007
Skills
Investment Banking, Valuation, LBO, Private Equity, Financial Modeling, Corporate Finance, Capital Markets, M&A experience, Mergers & Acquisitions, Due Diligence, Leveraged Finance, Bloomberg, Venture Capital, Corporate Development, Business Valuation
Education
Georgetown University 2015 — 2016
Master's degree, Real Estate
New York University 2014 — 2015
Master's degree, Real Estate
University of Notre Dame 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Houlihan Lokey May 2015 - Present
Kate Spade & Company August 2014 - May 2015
The Sea Pines Resort March 2013 - April 2014
Kate Spade & Company November 2013 - March 2014
Skills
Sales, Assistant Directing, Business Planning, Management, Secretarial Skills, Customer Service, Blogging, Social Media Marketing, Business Development, Customer Experience, Supervising, Event Planning, Community Outreach, Catering, Event Management, Banquets, Hospitality Management, Restaurants, Wedding Coordinating, Social Media Outreach, Social Media
Education
Georgia Southern University 2008 — 2012
Bachelor’s Degree, Hotel, Motel, and Restaurant Management
Siris Capital April 2011 - Present
SAC Capital April 2007 - March 2011
Deutsche Bank Securities 2005 - 2007
Houlihan Lokey 2004 - 2005
Skills
Private Equity, Valuation, Mergers & Acquisitions, Hedge Funds, Financial Modeling, LBO, Emerging Markets, Investment Banking, Alternative Investments, Capital Markets, Mergers, Corporate Finance, Equities
Education
Georgetown University - The McDonough School of Business 2001 — 2004
BSBA, Finance and International Business
Ghana International School
Velocify July 2015 - Present
Cornerstone OnDemand July 2014 - July 2015
Houlihan Lokey October 2013 - July 2014
Houlihan Lokey January 2011 - October 2013
Houlihan Lokey January 2008 - December 2010
Houlihan Lokey May 2006 - December 2007
SYSPRO 2004 - 2006
HVACWebsite.com 2001 - 2003
Skills
.NET, Visual Studio, C#, ASP.NET, JavaScript, Visualforce Pages, Apex Programming, Salesforce.com, SQL, T-SQL, Microsoft SQL Server, Databases, Software Development, jQuery, XML, AJAX, LINQ, SSIS, Web Services, VB.NET, ASP, SharePoint, ASP.NET AJAX, HTML 5, CSS, Powershell, Crystal Reports, SSRS, WCF, NHibernate, Python, wxPython, .NET Remoting, ADO.NET, Design Patterns, Visual Basic, IIS, TFS, XSLT, VSS, Database Design, Data Warehousing, Web Applications, Entity Framework, Stored Procedures, Agile Methodologies, Programming, VBScript, SDLC, JSON
Education
University Calgary, Alberta 2004 — 2006
MSc., Geology
University of California, Santa Barbara 1991 — 1994
BS, Geology
El Camino College 1990 — 1991
Harvey Mudd College 1989 — 1990
RUHS
Diploma, General
Next Street January 2015 - Present
Next Street January 2013 - December 2014
Federal Reserve Bank of New York January 2012 - January 2013
Houlihan Lokey July 2009 - December 2011
Houlihan Lokey May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Data Analysis, Mergers & Acquisitions, Financial Reporting, Risk Management, Investment Banking, Corporate Finance, Microsoft Excel, Finance, Equities
Education
Georgetown University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance & International Business
EM Strasbourg Business School 2007 — 2008
Houlihan Lokey September 2015 - Present
Landegger Program in International Business Diplomacy February 2013 - Present
Houlihan Lokey June 2015 - August 2015
D3 Systems, Inc May 2014 - May 2015
Georgetown University Student Investment Fund September 2014 - December 2014
Georgetown University Student Investment Fund September 2013 - September 2014
Morgan Stanley May 2013 - August 2013
Linda Lingle Senate Committee May 2012 - August 2012
Skills
Research, Economics, Microsoft Office, Microsoft Excel, Microsoft Word, Leadership, Data Analysis, Bloomberg Terminal, Management, Program Management, Community Outreach, Marketing, Financial Analysis, Access, Social Media, Event Planning
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance and International Business; Art History minor
Seabury Hall 2009 — 2012
College Preparatory Curriculum, Dean's List
The CIM Group August 2014 - Present
AvalonBay Communities June 2011 - July 2014
J.P. Morgan May 2010 - August 2010
Houlihan Lokey March 2008 - August 2009
J.P. Morgan June 2005 - March 2008
Skills
Investment Properties, Financial Modeling, Valuation, Due Diligence, Real Estate Development, Private Equity
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
Bachelor of Arts (B.A.), Economics
AlpenGlobal Capital 2013 - Present
Nimes Capital / Nazarian Enterprises 2006 - 2013
Houlihan Lokey 2004 - 2006
Houlihan Lokey 2000 - 2004
Towers Perrin 1995 - 1998
Skills
Investments, Equities, Financial Analysis, Financial Modeling, Asset Management, Investment Banking, Wealth Management, Financial Services, Valuation
Education
Georgetown University 1998 — 2000
Master of Business Administration (MBA), Finance
Santa Clara University 1990 — 1994
Bachelor's degree, Economics
Houlihan Lokey August 2015 - Present
EY July 2014 - August 2015
University of Houston, Bauer College of Business June 2013 - August 2014
Johnson, Bender, and Company January 2013 - April 2014
University of Houston, Bauer College of Business June 2013 - December 2013
E*TRADE Financial Corporation March 2011 - May 2012
LCG Associates June 2010 - December 2010
Waddell & Reed August 2009 - June 2010
Kilpatrick Stockton, LLP June 2008 - August 2008
The Carter Center June 2007 - August 2007
Skills
New Business Development, Investments, Due Diligence, Series 7, Financial Modeling, Financial Analysis, Start-ups, Asset Managment, Business Development, Strategic Planning, Leadership, Portfolio Management, Risk Management, Account Management, Business Strategy, Business Analysis, Valuation, Marketing, Research, Finance, Strategy, Equities, Venture Capital, Mutual Funds, Market Research
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (MBA)
Emory University 2007 — 2009
Bachelor of the Arts, Economics; Business Policy Focus
Oxford College of Emory University 2005 — 2007
Associate of Arts
Passed Level II of the CFA Program
Universal Pictures October 2013 - Present
Houlihan Lokey August 2011 - October 2013
Houlihan Lokey June 2010 - August 2010
Merrill Lynch & Co September 2009 - May 2010
iAmplify July 2009 - August 2009
Qin Xin Media February 2009 - June 2009
Financial Independence Planning, LLC June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Capital IQ, Derivatives, LBO, DCF, Investments, Due Diligence, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2007 — 2011
BS, Major: Finance/Marketing Minor: Psychology
East China Normal University 2009 — 2009
Upper Dublin High School 2004 — 2007
Houlihan Lokey January 2015 - Present
Skills
Renewable Energy, Valuation, Risk Management, EPC, Energy, Business Strategy, Financial Analysis, Management Consulting, Solar PV, Venture Capital, Entrepreneurship, Start-ups, Private Equity, Business Development, Strategy, Strategic Planning, Project Finance, Solar Energy, New Business Development, Analysis, Corporate Development, Consulting, Finance, Due Diligence, Executive Management, CRM, Market Entry, Leadership, Financial Modeling, Strategic Consulting
Education
Harvard Business School 2001 — 2003
MBA
Rice University 1993 — 1997
B.S./B.A.
The Ohio State University 1991 — 1994
Akron Firestone High School 1989 — 1993
INTURN 2015 - Present
Eleven James 2013 - 2015
vente-privee USA 2012 - 2013
Barclays Capital 2011 - 2012
Houlihan Lokey June 2010 - August 2010
Emory University January 2010 - May 2010
Skills
Corporate Finance, Restructuring, Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, PowerPoint, Microsoft Office, Business Strategy, Data Analysis, Investment Banking, Social Media, Entrepreneurship, E-commerce, Analytics, Bloomberg, Start-ups, Marketing, Microsoft Word, Research, Negotiation, Salesforce.com
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance, Real Estate
Avascent August 2014 - Present
Houlihan Lokey June 2013 - August 2013
U.S. Department of State January 2013 - April 2013
Truman National Security Project August 2012 - January 2013
United States Naval Academy July 2010 - June 2012
Skills
Blogging, Research, Social Media, Spanish, Management, French, Editing
Education
Georgetown University 2012 — 2014
Bachelor's degree, International Business
United States Naval Academy 2010 — 2012
Economics
Sandler O'Neill & Partners, L.P. July 2015 - Present
Houlihan Lokey June 2014 - July 2015
TTV Capital September 2013 - May 2014
Johnson Lambert LLP September 2008 - May 2013
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Valuation, Real Estate Financing, Private Equity, Venture Capital, LBO
Education
Emory University - Goizueta Business School 2013 — 2014
Master of Business Administration (MBA), Finance, Real Estate
The College of William and Mary - The Mason School of Business 2007 — 2008
Masters, Accounting
University of Virginia 2003 — 2007
Bachelor of Science, Commerce
Hampton Roads Academy
Clinical Experience January 2013 - April 2014
Houlihan Lokey December 2010 - December 2012
Citi July 2009 - April 2011
Soros Fund Management May 2008 - September 2008
UBS September 2007 - May 2008
Ithaka Harbors May 2007 - September 2007
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Social Media, Project Management, Business Analysis, Customer Service, Microsoft Word, Statistics, Databases, Event Planning, Outlook, Leadership, Mergers & Acquisitions, Analysis, Banking
Education
University of Medicine and Dentistry of New Jersey 2013 — 2014
Bachelor of Science (B.S.), Nursing
Fordham University 2007 — 2009
Bachelors, Business Administration - Finance
James Madison University 2005 — 2007
21st Century Fox January 2015 - Present
21st Century Fox July 2013 - December 2014
Warner Bros. Entertainment Group of Companies June 2012 - August 2012
The Boeing Company February 2009 - August 2011
Houlihan Lokey July 2005 - September 2008
Skills
Corporate Development, Business Strategy, Strategic Planning, Financial Modeling, Digital Strategy, Strategic Thinking, M&A execution, M&A analysis, Strategic Communications, Market Analysis, Business Planning, Cross-functional Team..., Entertainment, Entertainment Strategy, Finance, Business Development, Competitive Analysis, Valuation, Analytics, Corporate Finance, Financial Analysis, Venture Capital, Mergers & Acquisitions, Strategy, Strategic Partnerships
Education
UCLA Anderson School of Management 2011 — 2013
MBA
Georgetown University 2001 — 2005
BSBA, Finance, International Business
Houlihan Lokey September 2013 - July 2014
International Medical Corps June 2011 - September 2011
Dow Jones June 2010 - August 2010
LiveLOOK Inc September 2009 - June 2010
Skills
Editing, Email Marketing, Social Media, Internal Communications, Marketing, Social Media Marketing, Creative Writing, Management, Integrated Marketing, Blogging, Public Relations
Education
NYU 2013 — 2015
Master of Fine Arts (MFA), Creative Writing
Georgetown University 2010 — 2013
B.A., English, Spanish
State Street Bank 2012 - Present
Houlihan Lokey 2010 - 2012
Barclays Capital 2007 - 2009
Lehman Brothers 1993 - 2007
Skills
Global Client Management, New Business Development, Marketing, Series 7, Fixed Income, Alternative Investments, Asset Managment, Securities, Series 63, Talent Management, Mentoring, Motivated self-starter, Sales, Key Account Management
Education
Georgetown University - The McDonough School of Business
BSBA, Finance
Pearson August 2010 - Present
Houlihan Lokey July 2008 - July 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2004 — 2008
BSBA, Finance & International Business
Thrive Capital May 2015 - Present
Hotel Urbano May 2014 - January 2015
Archstone Consulting January 2011 - May 2014
Houlihan Lokey August 2010 - January 2011
Accenture Strategy 2009 - 2010
Skills
Financial Modeling, Strategic Consulting, Valuation, Corporate Development, Management Consulting, Due Diligence, Venture Capital, Acquisition Integration, Private Equity, Data Analysis, Mergers & Acquisitions
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
BSE, Finance
Harvard University July 2013 - Present
Citigroup Global Markets July 2011 - June 2013
Cal Jazz Choir May 2010 - May 2011
Houlihan Lokey June 2010 - August 2010
Sinochem Petroleum E&P May 2009 - June 2009
China Central Television July 2007 - August 2007
Skills
Financial Modeling, Economics, Data Analysis, Business Strategy, Leveraged Finance, M&A analysis, Vocalist, Capital Raise, Entertainment Management, Mergers & Acquisitions, Capital, Securitization, Valuation, Private Equity, Mergers, Investment Banking, Strategy, Bloomberg, Finance, Research
Education
Harvard University 2013 — 2018
Doctor of Philosophy (PhD), Economics, Business
University of California, Berkeley 2008 — 2011
B.A. Economics; B.A. Mathematics, Applied
Beijing No.4 High School 2005 — 2008
Physics, Chemistry and Biology
Watson, Farley & Williams September 2012 - Present
Houlihan Lokey June 2007 - September 2012
Dewey & LeBoeuf LLP March 2007 - June 2007
Emory University October 2004 - February 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Due Diligence, Capital Markets, Risk Management, Financial Modeling, Management, Project Management, Venture Capital, Microsoft Office, Strategy, Private Equity, Data Analysis, Business Analysis, Program Management, Microsoft Excel, Strategic Planning, Service Desk Management, Technology Management
Education
Emory University 2000 — 2005
Bachelor of Arts (B.A.)
AB April 2015 - Present
Cammack Retirement Group May 2014 - April 2015
Hedge Connection December 2013 - May 2014
Houlihan Lokey 2013 - 2013
Skills
International Relations, Microsoft Excel, Microsoft Office, Economics, Outlook, Research, Spanish, English, Marketing Strategy, Social Media, Management, PowerPoint, Event Planning, Mutual Funds, Microsoft Word, Administrative..., Fundraising, RFP Analysis, Capital IQ, Bloomberg, Factiva, Relius, Adobe Acrobat, Retirement Plan..., Due Diligence, Investments, Finance, Portfolio Management
Education
Hamilton College 2008 — 2011
Bachelor of Arts (BA), International Business, 3.8
Bronxville High School 2002 — 2007
Houlihan Lokey 2012 - Present
Cox Enterprises 2007 - Present
Asbury Automotive Group 2005 - Present
Clarke Littlefield LLC February 2002 - Present
ExpressJet Airlines 2002 - November 2010
Princeton University September 1993 - June 2008
Gateway March 2005 - 2007
eFunds 2002 - 2007
Dealertrack Technologies September 2002 - June 2003
Citigroup April 1997 - January 2001
Skills
Consulting, Business Development, Start-ups, Executive Pay, Venture Capital, Fundraising, Lead Generation, Competitive Analysis, New Business Development, Executive Management, Product Management, E-commerce, SaaS, Finance, Market Research, Organizational..., Corporate Development
Education
Harvard Business School 1992 — 1992
AMP, Business
Princeton University
Bachelors, Architecture
AT&T May 2013 - August 2013
Houlihan Lokey July 2009 - July 2012
Skills
Investment Banking, Corporate Finance, Finance, Restructuring, LBO, Valuation, Mergers, Mergers & Acquisitions, Financial Modeling, Private Equity, Financial Analysis, DCF, Corporate Development, Analysis, Capital IQ
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Finance, Real Estate
Houlihan Lokey May 2012 - Present
OpenLink Financial June 2009 - May 2012
Department of Medicine, Stony Brook University March 2009 - May 2009
Sapient 2006 - 2008
Skills
Java, C#, SQL, XML, JSP, .NET, Spring, Microsoft SQL Server, Web Services, C++, Eclipse, Oracle, JavaScript, Visual Studio, Databases
Education
State University of New York at Stony Brook 2008 — 2009
Master's degree, Computer Science
Guru Gobind Singh Indraprastha University 2002 — 2006
Bachelors, Computer Science
Bryan Cave October 2011 - Present
Hunton & Williams LLP May 2009 - October 2011
Houlihan Lokey September 2006 - May 2009
Alston & Bird LLP May 1999 - September 2006
Florida State University College of Law August 1997 - May 1999
Young Conaway Stargatt & Taylor, LLP September 1994 - February 1997
Skills
Bankruptcy, Restructuring, Mergers, Real Estate, Investment Banking, Loans, Credit, Corporate Law, Commercial Litigation, Mergers & Acquisitions, Finance, Structured Finance, Joint Ventures, Due Diligence, Private Equity, Turn Around Management, Corporate Governance, Dispute Resolution, Chapter 11, Class Actions, Manufacturing, Divestitures, Licensing, Capital Markets, Mediation
Education
Emory University School of Law 1991 — 1994
J.D., Law
Florida State University 1989 — 1991
BSW, Social Work
Melbourne High School 1986 — 1991
High School Diploma
Self-employed 1994 - Present
Houlihan Lokey August 1994 - August 2005
Allergan August 1983 - August 1990
Skills
Mergers & Acquisitions, Financial Analysis, Financial Modeling, Financial Planning, Debt & Equity Financing, Investment Banking, Financial Advisory, Independent Financial..., Strategic Business..., Stock Market, Stock Picking, Stock Trading, Investment Advisory, Financial Liquidity..., Anger Management
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Executive MBA Program, Honors
Harvard University 1979 — 1983
Bachelor of Arts (BA), Economics & Psychology
Los Gatos High School 1975 — 1979
Fordham Student Managed Investment Fund August 2015 - Present
Fordham University January 2015 - Present
Fordham University September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Memorial Sloan-Kettering Cancer Center May 2014 - May 2015
Concourse Group February 2014 - May 2014
Instinet, Subsidiary of Nomura June 2013 - October 2013
Fordham University's Office of Finance January 2013 - May 2013
Skills
Financial Modeling, Private Equity, Investment Banking, Portfolio Management, Microsoft Excel, Alternative Investments, Corporate Valuation, Asset Management, Investments, Hedge Funds, Mergers & Acquisitions
Education
Fordham University 2012 — 2016
Bachelor's Degree, Finance, Specialization in Alternative Investments
High School of Economics and Finance 2008 — 2012
Fidelity Investments August 2014 - Present
Fidelity Investments June 2013 - August 2013
Oaktree Capital Management August 2009 - June 2012
UBS Investment Bank August 2007 - November 2008
Houlihan Lokey June 2006 - August 2006
Skills
Sell Side, Valuation, Financial Modeling, High Yield, Financial Analysis, Corporate Finance, Fixed Income, Due Diligence, Credit Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California - Marshall School of Business 2003 — 2007
B.S., Business
Torrey Pines High School 2000 — 2003
FTV Capital September 2013 - Present
Houlihan Lokey September 2010 - August 2013
NYSE July 2009 - September 2010
FairWinds Partners LLC September 2008 - June 2009
Education
Georgetown University 2005 — 2009
Bachelor's, Finance and Management
Georgetown University - The McDonough School of Business 2005 — 2009
Mattel, Inc. 2015 - Present
Mattel July 2013 - Present
Mattel 2012 - 2012
Houlihan Lokey 2008 - 2011
Houlihan Lokey 2007 - 2007
The Firm 2006 - 2006
Fanscape 2005 - 2005
Skills
Financial Modeling, Investment Banking, Financial Analysis, Valuation, Corporate Finance, Finance, Leadership, Management, Mergers, Private Equity, Marketing, Capital Markets, Equities, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (M.B.A.), Finance
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance and Management
Jesuit High School, Portland, OR 2000 — 2004
Houlihan Lokey May 2014 - Present
The Seaport Group July 2012 - May 2014
RBC Capital Markets July 2011 - July 2012
Bank of America Merrill Lynch June 2010 - August 2010
Millennium Partners September 2006 - June 2009
Education
University of California, Los Angeles 2009 — 2011
Master of Business Administration (MBA)
UCLA Anderson School of Management 2009 — 2011
MBA, Finance
Gettysburg College 2002 — 2006
Bachelor of Arts (B.A.)
American Express September 2014 - Present
Harvard Business School August 2012 - May 2014
lululemon athletica June 2013 - August 2013
FocalPoint Partners, LLC July 2011 - June 2012
FocalPoint Partners, LLC April 2009 - August 2011
Merrill Lynch July 2008 - March 2009
University of Southern California December 2006 - May 2008
Houlihan Lokey June 2007 - August 2007
Threads & Treads June 2005 - December 2006
Skills
Investment Banking, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Capital Structure, Growth Capital, Restructuring, Fairness Opinions, Retail Sales Experience, Recapitalizations, Marketing, Youth Mentoring, Non-profit Volunteer, Tennis Instructor, Classical Pianist, Career Development..., College Recruiting, Admissions, Analytics, Quantitative Analytics, Business Strategy, Microsoft Excel, Market Research, Series 7, Strategic Consulting, Strategic Financial..., Finance, Investments, Competitive Analysis, Mergers & Acquisitions
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California - Marshall School of Business 2004 — 2008
BS, Summa Cum Laude, Finance
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey August 2013 - July 2015
Citi August 2012 - August 2013
Citi May 2011 - August 2011
UBS June 2010 - August 2010
Wells Fargo Bank June 2009 - August 2009
PriceWaterhouseCoopers LLP January 2008 - June 2008
Skills
Analysis
Education
Emory University 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Jericho Senior High School 2008 — 2012
Emory University - Goizueta Business School
Bachelor, Business Administration
Houlihan Lokey July 2014 - Present
Emory Students for Israel September 2010 - March 2014
Houlihan Lokey June 2013 - August 2013
GE Capital May 2012 - November 2012
nSphere May 2011 - August 2011
Humedica April 2009 - June 2009
Skills
Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Microsoft Office, Investment Banking, Financial Modeling, Valuation, Corporate Finance, Fairness Opinions, Account Management, PowerPoint, Bloomberg Terminal
Education
Emory University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General Marketing, Junior
GE Ventures June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
U.S. Department of Energy August 2010 - August 2013
Houlihan Lokey March 2008 - June 2010
Skills
Mergers, Valuation, Mergers & Acquisitions, Investments, Corporate Finance, Financial Modeling, Private Equity, Due Diligence, Finance, Analysis, Project Finance, Economics, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration (MPA), Energy Policy
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Economics
Crown Acquisitions Inc. 2013 - 2015
Houlihan Lokey 2011 - 2013
InCompany Inc. 2009 - 2011
Citi 2010 - 2010
Warner Music Group 2009 - 2009
Skills
Financial Modeling, Corporate Finance, Investment Banking, Real Estate, Real Estate Economics, Real Estate Development, Alternative Investments, Real Estate Transactions, Investment Management, Commercial Real Estate, Entrepreneurship, Capital Markets, Real Estate Private..., Venture Capital, International Real..., Deal Execution
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School
BBA, Finance - Real Estate
Hong Kong University of Science and Technology - School of Business and Management
BBA, Finance - Mandarin
Houlihan Lokey February 2014 - Present
Professional figure skater January 2007 - Present
True North Enterprises, LLC January 2013 - September 2013
Spokane Shock April 2012 - August 2012
Skills
Spokane Shock Marketing..., Media Relations, Social Media, Public Relations, Social Media Marketing, Facebook, Social Networking, AP Style, Press Releases, Leadership, Adobe Creative Suite, Blogging, Advertising, Marketing Communications, Marketing, Newsletters, Administrative..., Event Planning, Expense Reports, Customer Service
Education
Eastern Washington University 2008 — 2012
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Northwest Christian high school
mead high school
AGC Partners July 2011 - Present
Houlihan Lokey July 2009 - June 2011
Houlihan Lokey May 2008 - August 2008
Olam International May 2004 - July 2007
Nestlé April 2003 - July 2003
Samtel January 2002 - June 2002
Skills
Mergers & Acquisitions, Mergers, Financial Analysis, Investment Banking, Investments, Corporate Finance, Start-ups, Financial Modeling, Private Equity, Valuation, Financial Advisory, Private Placements, Business Strategy, Due Diligence, Corporate Development, Venture Capital
Education
Yale University - Yale School of Management 2007 — 2009
Faculty of Management Studies - University of Delhi 2002 — 2004
Management
National Institute of Technology Durgapur 1997 — 2001
B.E., Mechanical Engineering
The Air Force School, New Delhi
Houlihan Lokey September 2015 - Present
Noble Group May 2013 - September 2015
Houlihan Lokey September 2010 - May 2013
Gifford Fong Associates August 2009 - October 2010
Allianz Global Investors Capital October 2008 - August 2009
Skills
Matlab, Options, Risk Management, Bloomberg, Fixed Income, VBA, Financial Modeling, Valuation, Equity Research, Equities, Derivatives, Investment Banking, SAS, Portfolio Management, R, Bloomberg Terminal, Structured Products, Corporate Finance, Securities, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2009
Master of Financial Engineering, Financial Engineering
The Hong Kong University of Science and Technology 2003 — 2007
Bachelor of Science (First Class Honor), Mathematics/Statistics
Georgia Institute of Technology 2005 — 2006
Exchange Student, Mathematics
IIR July 2014 - Present
American Express Publishing March 2012 - July 2014
Houlihan Lokey 2008 - December 2011
Institutional Investor June 2005 - 2008
Thomson Media/Source Media June 2004 - June 2005
SourceMedia 2004 - 2005
Skills
highly organized, Attention To Detail, Fast Learner, Email Marketing, Marketing Strategy, Direct Marketing, Strategy, Management, Public Relations, Advertising, Marketing, Marketing Management, New Business Development, Direct Mail, Publishing, Sales, Customer Acquisition, SEO, Database Marketing, Social Media Marketing
Education
Fashion Institute of Technology 2012 — 2016
Expected AAS 2016, Fashion Merchandising Management
Mount Holyoke College 2000 — 2004
BA, Math
Syracuse University at Florence 2003 — 2003
Harris Williams & Co. June 2013 - Present
Harris Williams & Co. June 2012 - August 2012
UBP Asset Management June 2009 - July 2011
Citi July 2007 - June 2009
Houlihan Lokey May 2006 - July 2007
Skills
Financial Modeling, Valuation, Bloomberg, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Hedge Funds, Capital Markets, Due Diligence, Alternative Investments, Investments, Equities, Asset Managment, Fixed Income, Equity Research, LBO, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Corporate Finance, Investment Management
Georgetown University 2001 — 2005
BA, Political Economy
London School of Economics and Political Science 2003 — 2004
General Course, Economic History
Hudson Advisors, LLC July 2015 - Present
Hudson Advisors, LLC February 2014 - July 2015
Houlihan Lokey January 2013 - January 2014
Milestone Advisors June 2010 - December 2012
American Capital August 2007 - June 2010
PricewaterhouseCoopers August 2006 - August 2007
Skills
Valuation, DCF, Financial Analysis, Investment Banking, Mergers, Financial Modeling, Corporate Finance, Accounting, Excel, Due Diligence, Private Equity, Finance, Asset Management, Financial Services, Mortgage Banking, Risk Management, Analysis, Forecasting
Education
Georgetown University 2002 — 2006
BS, Finance, Accounting
Georgia Oak Partners, LLC. 2015 - Present
Ernst & Young 2012 - 2015
Houlihan Lokey 2003 - 2012
PricewaterhouseCoopers 2000 - 2003
SouthTrust Bank 1997 - 2000
Skills
Business Valuation, Financial Modeling, Corporate Finance, Valuation, Private Equity, Business Strategy, Investment Banking, Corporate Development, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
University of Florida - Warrington College of Business Administration 1995 — 1997
MBA, Finance & International Business
Florida State University 1989 — 1993
BS, Biology
Saban Capital Group July 2015 - Present
Houlihan Lokey July 2012 - July 2015
Houlihan Lokey July 2011 - August 2011
True Religion Brand Jeans May 2010 - July 2011
Congressman Ed Royce May 2009 - September 2009
KPRS Construction Services, Inc. August 2007 - February 2008
Education
Harvard University 2008 — 2012
A.B., Economics
Montrose Advisors, LLC 2013 - Present
Houlihan Lokey 2001 - 2013
ABN AMRO LaSalle Bank 1999 - 2001
J.P. Morgan 1998 - 1998
MRW Enterprises / Mark Warner for Senate 1993 - 1997
Skills
LBO, Private Equity, Valuation, Financial Modeling, Mergers and Acquisitions, Strategic Advisory, Investment Banking, Corporate Finance, Private Placements, Leveraged Finance, Capital Markets, Financial Structuring, Corporate Development, Mentoring, Team Building, Manufacturing, Metals, Divestitures, Business Valuation, Principal Investing, Entrepreneurship, Equities
Education
University of Virginia - Darden Graduate School of Business Administration 1997 — 1999
MBA, Finance
Georgetown University 1988 — 1992
BA, English, Government
Houlihan Lokey June 2015 - Present
Forbes Magazine June 2011 - Present
Booz Allen Hamilton October 2012 - May 2014
Phase One Consulting Group March 2010 - October 2012
Richards Kibbe & Orbe LLP November 2009 - March 2010
University of Oxford July 2009 - October 2009
Skills
Financial Analysis, Valuation, Emerging Markets, Strategy, Research, International Relations, Strategic Planning, Economics, Statistics
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master's Degree, International Studies
University of Oxford 2007 — 2009
M.Phil, Russian and East European Studies
Harvard University 2003 — 2007
Bachelor of Arts (B.A.), Government
The Gores Group September 2014 - Present
McColl Partners September 2011 - September 2014
Houlihan Lokey May 2009 - August 2009
New Majority Political Action Committee June 2007 - August 2007
Merrill Lynch May 2007 - July 2007
Skills
Securities, Valuation, Investment Banking, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelors of Science, Finance
Paribus Co. 2014 - Present
Millstein & Co. July 2012 - September 2014
Global China Connection January 2009 - July 2014
Houlihan Lokey June 2011 - August 2011
Peking University Center for Health Economics Research April 2011 - June 2011
Consumer Electronics Association January 2011 - January 2011
iKang Guobin June 2010 - August 2010
Consumer Electronics Association January 2010 - January 2010
EXPRESS June 2008 - September 2008
Skills
Mandarin, Financial Modeling, Strategy, Business Strategy, Restructuring, Finance, Economics, Emerging Markets, Research, Distressed Debt, Stata, Competitive Analysis, Flora & Fauna, Venture Capital, Dog Grooming, Financial Analysis, PowerPoint, Opulence, Intrigue, Cash Flow, Bodywork
Education
Harvard University 2008 — 2012
A.B., Economics and East Asian Studies
Peking University 2011 — 2011
Visiting Scholar, Coursework in Finance, Accounting, Health Economics, Anthropology
Harvard Beijing Academy 2009 — 2009
Citation, Mandarin Chinese
Y Combinator
Houlihan Lokey June 2015 - Present
MESA Ventures June 2012 - Present
MESA Global 2007 - June 2015
Studio Red 2002 - 2007
The Voyager Company 1995 - 1996
Creative Artists Agency 1989 - 1994
Skills
Venture Capital, Investment Banking, Private Equity, E-commerce, Growth Capital, Angel Investing, Start-ups, Entrepreneurship
Education
Emory University 1983 — 1987
Bachelor of Arts (BA)
University of Southern California
Film/Cinema/Video Studies
Houlihan Lokey July 2015 - Present
Emory University Goizueta Business School August 2014 - May 2015
Boenning & Scattergood, Inc. May 2014 - August 2014
Resource Real Estate May 2013 - August 2013
Fanatics, Inc. May 2012 - August 2012
The Julian Krinsky Group May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Asset Management, Microsoft Excel, Leadership, Analysis, Financials, Inventory Management, E-commerce, Real Estate Economics, Budgets, Market Research
Education
Goizueta Business School, Emory University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
WestRock Company December 2011 - Present
Houlihan Lokey May 2011 - December 2011
Health Care Strategies, Inc. January 2009 - December 2011
Asurion May 2006 - January 2009
Intrado 2002 - 2006
Isolyser (Microtek Medical) 1993 - 2001
Education
Georgia State University - J. Mack Robinson College of Business 1996 — 2001
BBA, Marketing
AXA US June 2015 - Present
AXA January 2014 - Present
AXA July 2010 - December 2013
Ernst & Young February 2010 - June 2010
High Rise Capital Management, L.P. March 2008 - December 2008
Houlihan Lokey February 2006 - March 2008
AllianceBernstein September 2004 - February 2006
Education
Erasmus Universiteit Rotterdam
International Business
Indiana University
Bachelors, Political Science, Business, International Studies, and Russian/Eastern European Studies
Santé Ventures June 2014 - Present
Houlihan Lokey November 2013 - June 2014
SunTrust Bank June 2012 - November 2013
Sandler O'Neill March 2011 - August 2011
Skills
Series 79, Series 63, FINRA, Investment Banking, Equity Research, Bloomberg, Valuation, Finance, Venture Capital, PowerPoint, Investments, Analysis, Microsoft Office, Microsoft Excel
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Lake Forest Academy 2004 — 2008
Sun Capital Partners August 2013 - Present
Houlihan Lokey July 2011 - July 2013
Houlihan Lokey June 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
SunTrust Robinson Humphrey 2010 - Present
River Capital 2009 - 2010
Houlihan Lokey 2006 - 2007
IPAC 2003 - 2006
Education
Emory University - Goizueta Business School 2008 — 2009
MBA, Finance
The University of Georgia 1998 — 2002
BBA, Finance
The Bellomy Group 2010 - Present
KPMG January 2010 - 2011
Nike May 2009 - October 2009
Houlihan Lokey May 2008 - August 2008
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Due Diligence, Valuation, Risk Management, Corporate Finance, Analysis, Strategic Planning, Business Analysis, Business Strategy, Accounting, Business Development, Energy, Process Improvement, Data Analysis, Mergers, Finance, PowerPoint, Microsoft Office, Energy Industry, Private Equity, Mergers & Acquisitions, Financial Reporting, Negotiation, Management
Education
Georgetown University - The McDonough School of Business 2005 — 2009
Bachelor of Science, Finance & Business Management
Jesuit College Prep 2001 — 2005
Houlihan Lokey April 2014 - Present
Navigant Capital Advisors December 2011 - March 2014
J.P. Morgan November 2007 - December 2011
Skills
Valuation, Financial Modeling, Due Diligence, Business Strategy, Securities, Financial Statement..., Analytics, Restructuring, Market Research, Performance Improvement, International Relations, Soccer, Strategic Finance, Report Writing, Financial Performance...
Education
Harvard University 2009 — 2011
Masters, Management
James Madison University 2003 — 2007
BBA, Finance
IMG Academy 1999 — 2003
TPG Capital April 2015 - Present
Houlihan Lokey May 2013 - March 2015
Chatham Capital March 2012 - May 2013
UBS Investment Bank June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance / Marketing
Bocconi University 2010 — 2010
Finance
san mateo high school
san mateo high school
Veritable Screening March 2014 - Present
TrueValue Partners June 2013 - Present
Macquarie Group May 2008 - June 2013
Jefferies & Company May 2006 - February 2008
Houlihan Lokey June 2004 - April 2006
Merrill Lynch March 2000 - June 2002
The North Face October 1998 - February 2000
Skills
Principal Investing, M&A experience, Investment Banking, Deal Execution, Strategic Advisory, Debt, Equities, Portfolio Management, Valuation, Private Equity, Strategy, Corporate Development, LBO, Finance, Business Planning, Venture Capital, Financial Modeling
Education
The Anderson School at UCLA 2002 — 2004
MBA, Finance
Pomona College 1993 — 1997
BA, Philosophy
Oxford University, University College 1996 — 1996
East China Normal University 1996 — 1996
H.I.G. Capital December 2012 - Present
Houlihan Lokey January 2010 - December 2012
Macquarie Bank April 2006 - July 2009
Macquarie Capital (USA) Inc. 2006 - 2009
SunTrust Robinson Humphrey July 1996 - April 2006
Skills
Private Equity, Divestitures, Valuation, Mergers, Mergers & Acquisitions, Business Planning, Investment Banking, Negotiation, Business Development, M&A experience, Portfolio Management, Capital Raising, Leveraged Finance, Management Consulting, Venture Capital, Strategic Planning, Financial Advisory, Strategy, Capital Markets, Asset Management, Corporate Development, Executive Management, LBO
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS, Economics
The Westminster Schools
JMI Equity September 2006 - Present
Cascadia Capital July 2004 - August 2006
Houlihan Lokey July 2003 - July 2004
Skills
Valuation, Corporate Development, Due Diligence, Investment Banking, Venture Capital, Investments, Private Equity, Growth Capital, Corporate Finance, Financial Modeling, LBO, Mergers, Mergers & Acquisitions, Business Valuation
Education
Emory University - Goizueta Business School
Nike August 2014 - Present
The Home Depot August 2011 - July 2012
The Home Depot July 2009 - August 2011
Houlihan Lokey July 2006 - July 2009
Skills
Strategic Financial..., Financial Analysis, Corporate Finance, Financial Modeling, Finance
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA), General Management
Morehouse College 2002 — 2006
Bachelor of Arts (BA), Accounting
Abrome February 2014 - Present
Peaceful Streets Project April 2012 - Present
Buehler Education January 2011 - Present
Buehler Admissions Consulting / JMO2MBA December 2010 - February 2013
Trophy Point Capital March 2008 - October 2010
Cardinal & Crimson Capital November 2007 - February 2008
Houlihan Lokey August 2006 - October 2007
Compass Point Capital Partners March 2006 - July 2006
Temasek Holdings (Pte) Ltd September 2005 - September 2005
Infosys Technologies July 2005 - August 2005
Skills
Entrepreneurship, Leadership, Social Entrepreneurship, Community Organizing, Education Reform, Admissions, Homeschooling, Activism, College Admissions, K-12, MBA Admissions, Public Speaking, Start-ups, Leadership Development, Business Schools, Venture Capital, Program Management, Management, Corporate Development, Strategic Partnerships, Private Equity, Business Modeling, Coaching, Nonprofits, Strategic Consulting, Team Building, Strategic Leadership, Strategy, Consulting, Management Consulting, Executive Management, Mergers & Acquisitions, Angel Investing, Liberty
Education
Stanford University Graduate School of Business
MBA, General Management, Entrepreneurship
Harvard University Graduate School of Education
Master of Education (M.Ed.), Special Studies Program
United States Military Academy at West Point
B.S., Systems Engineering
Houlihan Lokey April 2013 - Present
Mantara January 2012 - March 2013
Purecode Computer Consulting Inc. May 2011 - January 2012
Polytechnic Institute of New York University January 2010 - April 2011
Envision Information Technologies January 2009 - July 2009
Skills
C#, C, C++, SharePoint, .NET, ASP.NET, HTML, Dreamweaver, WPF, Tortoise SVN, WinForms, Microsoft SQL Server, Visual Studio
Education
New York University 2010 — 2012
Master Of Science, Computer Science
Gujarat University 2005 — 2009
Bach lore of Engineering, Computer Engineering
Transactis January 2013 - Present
Transactis October 2011 - January 2013
Houlihan Lokey July 2009 - October 2011
Skills
Electronic Payments, Marketing Strategy, Sales Presentations, Microsoft Excel, Product Marketing, Business Development, Strengthening Client..., Business Analytics, Financial Analysis, Investment Banking, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Bloomberg, Venture Capital
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, Finance
Cornerstone OnDemand (NASDAQ: CSOD) August 2015 - Present
Cornerstone OnDemand (NASDAQ: CSOD) September 2014 - August 2015
Cornerstone OnDemand (NASDAQ: CSOD) July 2012 - September 2014
Cornerstone OnDemand (NASDAQ: CSOD) July 2009 - June 2012
Houlihan Lokey July 2006 - June 2009
Skills
SaaS, Strategy, Enterprise Software, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Analytics, Corporate Development, Business Development, Venture Capital, Go-to-market Strategy, Competitive Analysis, Business Strategy, Cloud Computing, Business Alliances, Lead Generation, CRM
Education
Georgetown University
B.S., Finance (Honors)
Northwestern University - Kellogg School of Management
M.B.A., Management (In Progress; Expected 2016)
Houlihan Lokey January 2015 - Present
Medley Capital July 2014 - January 2015
Duff & Phelps March 2014 - July 2014
Duff & Phelps July 2012 - February 2014
ICAP June 2011 - August 2011
Needham & Company February 2010 - May 2011
Skills
Valuation, Bloomberg, Investment Banking, Corporate Finance, Financial Modeling, Financial Analysis, Equities, Hedge Funds, Private Equity, Investments, Business Valuation, Equity Research, Bloomberg Terminal, Mergers & Acquisitions
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
MBA, Finance
Fordham University 2008 — 2011
B.S. Accounting
Houlihan Lokey October 2001 - Present
The Cortlandt Group 1997 - 2000
Skills
Investment Banking, Project Management, Corporate Finance, Microsoft SQL Server, Financial Modeling, Mergers & Acquisitions, Private Equity
Education
Cranston High School West
Emerson College
Teknos Associates LLC November 2008 - August 2012
Houlihan Lokey July 2006 - June 2008
GE Commercial Finance June 2005 - August 2005
Education
Emory University - Goizueta Business School 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Houlihan Lokey February 2015 - Present
FlameTech, LLC February 2014 - Present
Houlihan Lokey May 2014 - August 2014
Perdue for U.S. Senate May 2013 - April 2014
PentaRisk Holdings, LLC August 2012 - April 2013
Finality Entertainment February 2011 - June 2012
Jump! January 2012 - May 2012
Skills
Product Development, Strategy, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Analysis, Final Cut Pro, HTML, CSS, Premiere, Film Production, Video Editing, Screenwriting, Start-ups
Education
Georgia Institute of Technology 2010 — 2014
Bachelor of Science, Business Administration - Finance; Minor in Law, Science, and Technology, 3.97/4.00
University of Udine 2012 — 2012
Italian Film Studies Program, 4.00/4.00
Newnan High School 2006 — 2010
High School Diploma with High Honors, Chemistry, Calculus, Literature, Economics, History, 4.0
The Boston Consulting Group May 2015 - Present
Houlihan Lokey December 2014 - May 2015
The St. Regis Atlanta October 2012 - December 2014
The St. Regis Atlanta October 2012 - March 2014
Skills
Customer Service, Hospitality, Hotels, Hospitality Industry, Hospitality Management, Food & Beverage, Event Planning, Catering, Management, Microsoft Office
Education
Georgia State University 2010 — 2012
Bachelor's degree, Hospitality Administration/Management
Gainesville State University 2007 — 2010
Associate's degree, Business Administration and Management, General
Eton Park Capital Management June 2015 - Present
Houlihan Lokey 2013 - 2015
The Corp September 2010 - September 2012
Houlihan Lokey June 2012 - August 2012
Athletic Scholarship Foundation November 2005 - April 2009
Skills
Spanish, Strategy, Leadership, Nonprofits, Mergers & Acquisitions, Research, Government, Corporate Finance, Finance, International Relations, Financial Modeling, Economics, Data Analysis, Financial Analysis, Social Media, Fundraising, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Valuation, Event Planning, Analysis
Education
Georgetown University
BS, International Economics
Houlihan Lokey April 2010 - Present
Skills
Mergers, Financial Modeling, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, M&A experience, Corporate Finance, Acquisitions, Investments, Business Strategy, Private Equity, Corporate Development
Education
Georgetown University 1993 — 1997
Bachelor of Science (BS)
Eton College
Hammond Hanlon Camp LLC August 2014 - Present
Kaufman Hall August 2008 - July 2014
Houlihan Lokey May 2006 - December 2007
Legg Mason Wood Walker, Inc. May 2005 - July 2005
Credit Suisse First Boston 2002 - 2004
McKinsey & Company June 2000 - June 2002
GE Capital 1999 - 2000
Skills
Mergers, Financial Planning, Accounting, Strategic Planning, Due Diligence, Strategic Partnerships, Corporate Finance, Financial Analysis, Strategic Financial..., Mergers & Acquisitions, Managerial Finance, Finance, Strategy, Financial Modeling, Valuation, Analysis, Investment Banking, Private Equity, Management, Management Consulting
Education
Robert H. Smith School of Business 2004 — 2006
MBA, Accounting and Finance
Emory University 1995 — 1999
BBA, Finance
East Meadow High 1991 — 1995
CIT June 2010 - Present
CRG Partners January 2009 - June 2010
American Capital, Ltd. 2007 - 2009
Imperial Capital, LLC 2006 - 2007
Houlihan Lokey 2004 - 2006
Huron Consulting Group 2003 - 2004
The Royal Bank of Scotland plc 2001 - 2003
J.P. Morgan Securities, Inc. June 2000 - November 2001
Skills
Principal Investing, Restructuring, Special Situations, Distressed Debt, Bridge Loans, Bankruptcy, Underwriting, Valuation, Private Equity, Loans, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Structured Finance, Equities, Investments, Mezzanine, Recapitalizations, High Yield, Finance, Acquisitions, Capital Structure, Growth Capital, Turn Around Management, Buyouts, Financial Services, LBO, Middle Market, Capital Markets, Financial Structuring, Workout, Asset Based Lending, Hedge Funds, Private Placements, Corporate Development, M&A experience, Mergers, Financial Modeling
Education
Fairfield University 1996 — 2000
B.A., Dual Degree: Economics and International Studies
GE Capital - Energy Financial Services February 2015 - Present
Simmons Bedding Company July 2013 - January 2015
The Home Depot June 2007 - June 2013
Houlihan Lokey May 2006 - October 2006
Wachovia Securities September 2002 - May 2005
Bank of America August 2000 - December 2001
Bank of America June 1998 - July 2000
Skills
Investment Banking, Financial Reporting, Business Valuation, Financial Modeling, Finance, Corporate Finance, Microsoft Excel, Portfolio Management, Strategic Financial..., Financial Analysis, Forecasting, Valuation, Accounting, Cash Flow, Managerial Finance, Cash Management, Financial Planning, Management, Variance Analysis, Strategy
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Financial Management Services
Universidad Antonio de Nebrija 2001 — 2001
Diploma - Advanced, Business Language & Culture
Florida Agricultural and Mechanical University 1993 — 1998
Bachelor of Science (B.S.), Accounting
Perella Weinberg Partners October 2008 - March 2015
Houlihan Lokey July 2002 - July 2008
Oliver Wyman June 1992 - January 1999
Education
East Brunswick High School
Harvard Business School
Northwestern University
Bachelors, Economics, Mathematics
KippsDeSanto & Co. May 2007 - Present
MissionLink September 2010 - Present
Houlihan Lokey July 2001 - May 2007
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Due Diligence, Financial Modeling, Venture Capital, Corporate Development, Corporate Finance, Business Valuation, Valuation, Divestitures, M&A experience, LBO, Leveraged Finance, Growth Capital
Education
Georgetown University 1998 — 2001
BS, International Economics
FBR August 2013 - Present
DC Action for Children December 2011 - Present
Relm Wireless Corporation August 2006 - January 2014
Houlihan Lokey April 2005 - August 2013
Jefferies & Company January 2000 - April 2005
Merrill Lynch 1997 - 1999
Merrill Lynch 1993 - 1995
Skills
Debt, Corporate Development, Private Equity, Investment Banking, Valuation, Mergers, Aerospace, Defense and..., Mergers & Acquisitions, LBO, Management, M&A experience, Investments, Venture Capital, Due Diligence, Corporate Finance, Financial Modeling
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Morehouse College 1989 — 1993
BA, Accounting
Evercore September 2013 - Present
UBS July 2006 - August 2013
Houlihan Lokey July 2005 - July 2006
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, Alternative Investments, Investments, Hedge Funds, LBO, Corporate Finance, Capital Markets, Financial Analysis
Education
Georgetown University 2001 — 2005
Highbridge Capital Management May 2015 - Present
American Capital June 2013 - May 2015
CIFC August 2011 - June 2013
Monroe Capital March 2010 - December 2010
Houlihan Lokey January 2006 - July 2009
Hilco Enterprise Valuation Services January 2005 - January 2006
Education
University of Chicago - Booth School of Business (Class 2011) 2009 — 2011
MBA Candidate Class 2011, Analytical Finance, Entrepreneurship
Elmhurst College 2001 — 2005
BS, Finance & Economics
Houlihan Lokey June 2008 - August 2008
The Ben-Ari Law Firm June 2007 - August 2007
Georgetown University Alumni and Student Federal Credit Union (GUASFCU) September 2006 - May 2007
Education
Georgetown University 2005 — 2009
Houlihan Lokey 2004 - Present
Alvarez and Marsal 2003 - 2004
Commerce One 2001 - 2002
PricewaterhouseCoopers 1995 - 1999
Skills
Consumer Products
Education
Harvard Business School 1999 — 2001
MBA
Loyola University New Orleans 1991 — 1995
BBA, Finance
Kinderhook Industries May 2007 - Present
Houlihan Lokey 2006 - 2007
Skills
Private Equity, Due Diligence, Financial Modeling, Investment Banking, Capital Markets, Valuation, LBO, Leveraged Finance, Venture Capital, Business Valuation, M&A experience, Hedge Funds, Alternative Investments
Education
Georgetown University 2002 — 2006
BSBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2002 — 2006
Nogales Investors Management, LLC November 2006 - Present
Vintage Capital Group 2002 - 2006
Houlihan Lokey 1995 - 2001
Skills
Private Equity, Valuation, Mergers & Acquisitions, Mezzanine, LBO, Corporate Finance, Due Diligence
Education
Harvard University
Green Dot Public Schools June 2014 - Present
Green Dot Public Schools July 2012 - June 2014
KIPP NYC April 2011 - June 2012
Uncommon Schools July 2010 - April 2011
Victory Education Partners July 2009 - August 2009
PNC Mezzanine Capital June 2006 - May 2008
Houlihan Lokey June 2004 - June 2006
Skills
Operations, Strategic Planning, Business Strategy, Nonprofits, Financial Analysis, Business Planning, Leadership, Start-ups, Research, Staff Development
Education
The Broad Residency in Urban Education 2013 — 2015
Master of Education (MEd), Educational Leadership
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Virginia 2000 — 2004
Bachelor of Science (BSc), Commerce
Seneca Capital October 2012 - Present
Carlson Capital, L.P. July 2011 - October 2012
Apax Partners July 2007 - July 2009
JPMorgan Chase July 2007 - July 2009
Houlihan Lokey June 2004 - July 2005
Skills
Hedge Funds, LBO, Equities, Financial Modeling, Private Equity, Equity Research, Valuation, Investments, Alternative Investments, Bloomberg, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance & Accounting
The Boston Consulting Group September 2014 - Present
Harvard Business School August 2012 - May 2014
The Brink's Company January 2012 - June 2012
The Brink's Company December 2008 - December 2011
American Capital January 2006 - December 2008
Houlihan Lokey July 2005 - December 2005
Skills
Corporate Finance, Corporate Development, Financial Modeling
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Virginia 2001 — 2005
Commerce, Finance & Accounting
PwC February 2015 - Present
Houlihan Lokey August 2012 - January 2015
KPMG 2003 - August 2012
Skills
Valuation, Tax, Business Valuation, Economics, Financial Analysis, Financial Modeling, Financial Reporting, Due Diligence, Mergers & Acquisitions, Corporate Finance
Education
Georgia State University - J. Mack Robinson College of Business
MBA
Emory University
BA
Macquarie Capital Partners November 2008 - March 2012
Houlihan Lokey January 2008 - November 2008
AlixPartners September 2006 - December 2007
HFR Asset Management September 2004 - August 2006
Education
Florida State University 1998 — 2002
Finance
Florida State University - College of Business 1998 — 2002
Finance
BlackRock 2012 - Present
Centerbridge Partners 2007 - 2012
Goldman Sachs 2004 - 2007
Houlihan Lokey 1999 - 2004
Skills
Special Situations, Portfolio Management, Equities, Capital Markets, Leveraged Finance, Trading, Fixed Income, Hedge Funds, Investment Banking, Restructuring, Valuation, Private Equity, Alternative Investments, Distressed Debt, Investments, Special Situations..., Asset Management, Bloomberg, Bonds, Financial Structuring, Securities, Financial Markets
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance
Emory University 1989 — 1993
BA, History and Economics
AT&T Mobility 2008 - Present
AT&T 1997 - Present
Houlihan Lokey 1996 - 1997
Goldman Sachs 1994 - 1996
Skills
VoIP, Enterprise Architecture, Integration, Wireless, Agile Methodologies, Mobile Devices, SDLC, Cloud Computing, SOA, Software Project..., Telecommunications, Vendor Management, Software Development, Cross-functional Team..., Requirements Analysis, Product Management, Program Management, Mobile Applications
Education
Golden Gate University 1999 — 2002
Masters, Telecommunications Management
San Francisco State University 1992 — 1995
BA, International Relations
San Francisco State University, College of Business 1992 — 1995
BA, International Business
San Francisco State University, College of Business 1992 — 1995
BA, Finance
Houlihan Lokey March 2009 - Present
Peerless Systems Corporation 2008 - Present
Education
Harvard Business School 1988 — 1990
MBA
Princeton University 1981 — 1985
AB
Collegiate School 1976 — 1981
Houlihan Lokey June 2015 - Present
New York University 2013 - Present
Fifth Generation Sports 2013 - Present
Big Lead Sports/Fantasy Sports Ventures 2006 - 2012
National Football League 1999 - 2005
New Line Cinema 1995 - 1999
NBC Television Network 1990 - 1995
Skills
Business Development, Management, Business Strategy, Sales, Advertising Sales, Mergers & Acquisitions, Documentaries, Program Management, P&L Management, Strategic Partnerships, Digital Strategy, Research, Content Strategy, Marketing Strategy, Mobile Marketing, Start-ups, Media Relations, Online Marketing, Public Relations, Broadcast
Education
Harvard University 1988 — 1990
MBA, Business Administration
Northwestern University 1982 — 1986
BA, Economics
Deloitte Corporate Finance February 2012 - Present
Houlihan Lokey May 2008 - May 2011
Fortress Investment Group May 2007 - May 2008
Houlihan Lokey March 2000 - May 2007
First Union National Bank July 1998 - February 2000
Skills
FINRA Series 79, 7, and..., Investment Banking, Mergers, Fairness Opinions, Securities, Derivatives, Purchase Price..., Intangible Assets, Business Valuation, Equities, Valuation, Portfolio Management, Financial Advisory, Mergers & Acquisitions, M&A experience, Venture Capital, Investments, Corporate Finance, Financial Analysis, Private Equity, Divestitures, Strategy, Hedge Funds, Finance
Education
Furman University 1994 — 1998
BA, Business Administration, Political Science
The Bolles School 1991 — 1994
High School
Chicago Title Insurance Company July 2010 - Present
Hunter College January 2011 - Present
Mark Marmer, PLLC December 2008 - Present
CIT Real Estate Investment Banking May 2007 - October 2008
HaysVentures LLC October 2005 - April 2007
Debevoise & Plimpton October 2002 - October 2005
Houlihan Lokey January 2001 - June 2002
Debevoise & Plimpton October 1995 - December 2000
Skills
Private Equity, Restructuring, Real Estate, Joint Ventures, Finance, Project Finance, Acquisitions, Negotiation, Financial Structuring, Banking, Disposition, Bankruptcy, Mergers & Acquisitions
Education
New York University School of Law 1992 — 1995
JD, Law
Harvard University 1986 — 1990
AB, Economics
Fitspot Ventures LLC January 2012 - Present
First New York Securities 2008 - 2011
Lincoln International 2006 - 2008
Houlihan Lokey 2005 - 2006
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Derivatives, Securities, Mergers, Equities, Investments, Hedge Funds, Capital Markets, Investment Banking, Private Equity, Finance, Bloomberg, Fixed Income, Proprietary Trading, Trading, Financial Analysis, Certified Fitness..., Personal Training, Entrepreneurship
Education
Emory University 2001 — 2005
BA, Economics
The Browning School
SK Capital Partners August 2012 - Present
Houlihan Lokey July 2009 - July 2012
Houlihan Lokey June 2008 - August 2008
Education
Georgetown University - The McDonough School of Business 2005 — 2009
Finance, Management
Crowell & Moring LLP November 2013 - Present
Crowell & Moring LLP March 2013 - May 2013
US Department of the Treasury January 2013 - April 2013
Crowell & Moring LLP May 2012 - July 2012
Womble Carlyle Sandridge & Rice, PLLC May 2011 - August 2011
C2 Education August 2009 - June 2010
Houlihan Lokey July 2007 - July 2009
The Wolf Group, RDL Financial L.C. May 2006 - August 2006
Skills
Valuation, Financial Analysis, Microsoft Excel, DCF, Finance, Analysis, Equities, Legal Research, Legal Writing, Legal Work
Education
Harvard Law School 2010 — 2013
J.D.
University of Virginia 2003 — 2007
B.S. Commerce, Finance, Marketing
Robinson Secondary School 1999 — 2003
High School
Houlihan Lokey April 2014 - Present
Houlihan Lokey July 2010 - Present
Houlihan Lokey July 2007 - July 2010
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Bloomberg, Private Equity, Capital Markets, Corporate Finance, DCF, Equities, Equity Research, Capital IQ, Business Valuation, Hedge Funds, M&A experience, High Yield
Education
Georgetown University 2003 — 2007
Bachelor of Arts (B.A.), Economics
BMO Capital Markets November 2011 - Present
BMO Capital Markets August 2009 - August 2011
BMO Capital Markets July 2008 - August 2009
Houlihan Lokey June 2007 - August 2007
Merrill Lynch June 2006 - August 2006
Skills
Investment Banking, Mergers & Acquisitions, Equities, Valuation, Capital Markets, Financial Modeling, Private Equity, Corporate Finance, Bloomberg, LBO, Fixed Income, Hedge Funds, Equity Research, Due Diligence, Investments, Venture Capital, Mergers
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance and Organization Management
The London School of Economics and Political Science (LSE)
Houlihan Lokey March 2015 - Present
Moorgate Partners July 2012 - March 2015
RBC Capital Markets November 2010 - July 2012
Epsilon Securities, LLC January 2010 - August 2010
Berman Capital Management July 2009 - January 2010
The D. E. Shaw Group 2008 - 2008
Caldwell & Orkin 2007 - 2007
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, Capital Markets, LBO, Equity Research, Microsoft Excel, PowerPoint, Capital IQ, Accretion/dilution, DCF Valuation, Business Strategy, Bloomberg, Merchant Banking, Digital Media, Information Technology
Education
Emory University - Goizueta Business School 2006 — 2008
BBA, Finance
Hamilton College 2004 — 2006
Physics & Mathematics
Walton High School
The Carlton Group January 2004 - Present
Houlihan Lokey 2000 - 2003
Sonnenblick-Goldman January 1984 - 2000
Skills
Real Estate Economics, Disposition, Real Estate Development, Investment Properties, Real Estate, Mezzanine, Due Diligence, Real Estate Financing, Mergers & Acquisitions, Asset Management, Real Estate Transactions, Investments, Hotels, Commercial Real Estate, Valuation, Negotiation, Private Equity, Investment Banking
Education
Fordham University School of Law
The George Washington University
Houlihan Lokey June 2012 - August 2014
Kurt Salmon Capital Advisors May 2011 - August 2011
Harris Corporation May 2010 - July 2010
Skills
Data Analysis, Valuation, Financial Modeling, Alternative Investments
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), Finance, Analytic Consulting
University of New South Wales 2010 — 2010
Semester Study Abroad
Universität Wien 2009 — 2009
Summer Study Abroad, German
Holy Trinity Episcopal Academy 2005 — 2008
Cerberus Capital Management, L.P. June 2014 - Present
Houlihan Lokey December 2010 - May 2014
Applied Financial Research, LLC May 2009 - November 2010
Citigroup May 2008 - August 2008
Saw Mill Capital May 2007 - July 2007
Skills
Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital IQ, Corporate Finance, Financial Analysis, LBO, Capital Markets, DCF, Private Equity, Equity Research, Fixed Income, Equities, Due Diligence, High Yield, Fairness Opinions, Capital Structure, Finance
Education
Emory University - Goizueta Business School 2005 — 2009
BBA
Trinity College 2007 — 2007
Houlihan Lokey October 2014 - Present
Sagent Advisors July 2013 - October 2014
Georgetown Stock Pitch Conference February 2010 - May 2013
Georgetown University Student Investment Fund December 2011 - December 2012
Sagent Advisors May 2012 - August 2012
Georgetown University Student Investment Fund January 2011 - December 2011
Skills
Valuation, Portfolio Management, Corporate Finance, Equities, Capital IQ, Financial Modeling, Investments, Investment Banking, Finance, Strategy, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
St. Joseph High School 2005 — 2009
Madison Middle School
Dresner Partners 2010 - Present
Houlihan Lokey 2008 - 2010
Keefe, Bruyette & Woods 2002 - 2008
Skills
Investment Banking, Capital Markets, Financial Advisory, Mergers & Acquisitions, Insurance, Leveraged Finance, Equities, Financial Services, Hedge Funds, Commercial Banking, Corporate Finance, Valuation, Private Equity, Financial Analysis, Strategy, Venture Capital, Private Placements
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Harvard University 1975 — 1979
AB Magna Cum Laude, Economics
Vista Equity Partners July 2014 - Present
Houlihan Lokey July 2013 - August 2013
Delaware Office of Economic Development (DEDO) May 2012 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Photoshop, Teamwork, Public Speaking, English
Education
Georgetown University 2010 — 2014
BSBA, Finance, General - McDonough School of Business
Oxford University 2012 — 2012
Comparative Strategic Management Summer Program
Houlihan Lokey October 2014 - Present
Gokuldham Temple September 2011 - Present
EY August 2013 - October 2014
GMT Capital 2012 - 2013
Turner Broadcasting January 2012 - May 2012
Rural Sourcing May 2010 - December 2010
Marketing Inspirations May 2009 - August 2009
Vora CPA Firm December 2008 - January 2009
Skills
XLStat, Excel, Analysis, Market Research, Marketing Strategy, Market Planning, Accounting, Financial Accounting, Cost Accounting, Business Analysis, Marketing Communications, Social Media Marketing, Management Consulting, Volunteer Coordination, Volunteer Management, Youth Development, Youth Leadership, Youth Marketing, Team Building, Teamwork, Team Leadership, Microsoft Excel, Marketing, Data Analysis, Financial Analysis, Microsoft Office, PowerPoint, Leadership, Management, Research, Public Speaking
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting
Emory University 2007 — 2011
Bachelor of Business Administration (BBA), Finance, Operations & Marketing
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration, Finance, Marketing and Consulting
North Atlanta High School 2003 — 2007
Goldman Sachs May 2014 - Present
BlackRock January 2013 - April 2014
Houlihan Lokey May 2011 - August 2011
Public Company Accounting Oversight Board (PCAOB) January 2011 - May 2011
AstraZeneca - Accounting, Reporting, & Controls Group June 2010 - August 2010
Georgetown University Medical Center June 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Bloomberg Terminal, Investment Banking, Finance, Investments, Economics, Due Diligence, Financial Reporting, Microsoft Excel, Accounting, PowerPoint, Financial Accounting, Microsoft Office, Microsoft Word, Spanish, Business Valuation, Portfolio Management, Leadership
Education
Georgetown University - The McDonough School of Business 2009 — 2012
Bachelor of Science (B.Sc.), Finance
ALY Energy Services, Inc. January 2013 - Present
Archer February 2011 - December 2012
Allis-Chalmers Energy Inc 2005 - 2011
Houlihan Lokey February 2000 - June 2004
Lexicon 2004 - 2004
Skills
Valuation, Financial Analysis, Financial Modeling, Budgets, Corporate Finance, Mergers, Business Development, Due Diligence, Finance, Mergers & Acquisitions, Project Planning
Education
University of California, Los Angeles 1993 — 1997
BA, Business Economics and French Lit.
Harvard Business School
University of Southern California - Marshall School of Business
Atalaya Capital Management April 2014 - Present
Houlihan Lokey July 2012 - March 2014
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance
Rutgers Preparatory School 2006 — 2008
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
J.P. Morgan Asset Management July 2014 - Present
J.P. Morgan Asset Management May 2012 - June 2014
Houlihan Lokey June 2011 - May 2012
Wedbush Capital Partners June 2010 - August 2010
Education
Emory University - Goizueta Business School 2007 — 2011
BBA, Finance
Houlihan Lokey January 2013 - Present
Houlihan Lokey January 2010 - December 2012
US Navy July 1982 - October 2009
Education
Fort Hays State University
B.S., Sociology
Houlihan Lokey April 2014 - Present
Houlihan Lokey April 2011 - March 2014
Houlihan Lokey July 2007 - March 2011
Houlihan Lokey July 2004 - June 2007
Education
Emory University - Goizueta Business School 2000 — 2004
BBA, Finance
RSPartners, LLC September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Oxford Finance LLC June 2012 - August 2012
US Department of the Treasury May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Virginia 2009 — 2013
Bachelor of Science (B.S.)
ESADE Business School 2012 — 2012
Houlihan Lokey June 2015 - Present
Fowler Rodriguez August 2012 - August 2013
Dewey & LeBoeuf LLP January 2009 - August 2009
Dewey & LeBoeuf LLP May 2008 - August 2008
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Microsoft Office, admiralty and maritime..., International Law, Corporate Law, Due Diligence, Microsoft Excel
Education
Georgia Institute of Technology 2014 — 2016
Masters in Business Administration
Tulane Law School 2009 — 2012
JD, Admiralty Certificate
University of Virginia 2004 — 2008
Bachelor of Arts (BA), History
Browning
Browning
Browning