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
Patrick Hickey Patrick Hickey's Houlihan Lokey Experience May 2011 - August 2011
Job Business Development Associate at Merrick Ventures
Industry Venture Capital & Private Equity
Experience
Merrick Ventures, LLC October 2015 - Present
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
Washington Wealth Management June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Houlihan Lokey May 2011 - August 2011
Northwestern University August 2010 - January 2011
Education
Northwestern University 2009 — 2013
Economics, Weinberg College of Arts and Sciences
Loyola Academy 2005 — 2009
Merrick Ventures, LLC October 2015 - Present
William Blair & Company June 2014 - Present
William Blair & Company June 2013 - August 2013
Washington Wealth Management June 2012 - August 2012
Goldman Sachs January 2012 - March 2012
Houlihan Lokey May 2011 - August 2011
Northwestern University August 2010 - January 2011
Education
Northwestern University 2009 — 2013
Economics, Weinberg College of Arts and Sciences
Loyola Academy 2005 — 2009
Shaneez Hameed, PMP Shaneez Hameed, PMP's Houlihan Lokey Experience June 2015 - Present
Job IT Project Manager at Houlihan Lokey
Industry Information Technology and Services
Experience
Houlihan Lokey June 2015 - Present
GeekTek IT Services June 2013 - June 2015
Lindenberg-Emirates LLC December 2005 - November 2012
Drake & Scull International September 2003 - November 2005
Getit Infomediary Ltd August 2002 - August 2003
Skills
Windows Server, Network Administration, Networking, Servers, Project Management, Active Directory, ERP, Security, Storage, Disaster Recovery, Infrastructure, Technical Support, Linux, Workstations, Procurement, IT Service Management, Project Planning, SAN, Document Management, Firewalls, Enterprise IT..., Printers, NAS, ITIL v3 Foundations..., VMware Infrastructure, Windows NT/2000/XP/7, MS-Office 2007/2010, MS Windows Server..., MS-Exchange 2003/2007, Enterprise Anti-Virus, LAN, EPABX, Structured Cabling, Backup, PMBOK, Desktop Support..., Management, Information Technology, Microsoft Exchange, VMware, Office 365, Exchange Online, Service Desk Management
Education
JRN University 2004 — 2007
Bachelors, Computer Applications
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2003
Advanced Diploma, Information Technology
St. Aloysius High School, Mangalore 1994 — 1998
Houlihan Lokey June 2015 - Present
GeekTek IT Services June 2013 - June 2015
Lindenberg-Emirates LLC December 2005 - November 2012
Drake & Scull International September 2003 - November 2005
Getit Infomediary Ltd August 2002 - August 2003
Skills
Windows Server, Network Administration, Networking, Servers, Project Management, Active Directory, ERP, Security, Storage, Disaster Recovery, Infrastructure, Technical Support, Linux, Workstations, Procurement, IT Service Management, Project Planning, SAN, Document Management, Firewalls, Enterprise IT..., Printers, NAS, ITIL v3 Foundations..., VMware Infrastructure, Windows NT/2000/XP/7, MS-Office 2007/2010, MS Windows Server..., MS-Exchange 2003/2007, Enterprise Anti-Virus, LAN, EPABX, Structured Cabling, Backup, PMBOK, Desktop Support..., Management, Information Technology, Microsoft Exchange, VMware, Office 365, Exchange Online, Service Desk Management
Education
JRN University 2004 — 2007
Bachelors, Computer Applications
Sikkim Manipal University of Health, Medical and Technological Sciences 2001 — 2003
Advanced Diploma, Information Technology
St. Aloysius High School, Mangalore 1994 — 1998
Patrick Bradley's Houlihan Lokey Experience September 2014 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Houlihan Lokey September 2014 - Present
Founders Investment Banking June 2012 - August 2014
Petra Capital September 2011 - June 2012
Harpeth Capital May 2011 - August 2011
Docupak 2006 - 2010
Merrill Lynch 2006 - 2006
Skills
Excel, PowerPoint, Financial Modeling, Financial Analysis, Economics, Valuation, Business Strategy, Marketing Strategy, Strategic Planning, Account Management, Microsoft Excel, Mergers & Acquisitions, Investments, Corporate Finance, Due Diligence, Portfolio Management, Investment Banking, Capital Markets, Market Research
Education
Vanderbilt University - Owen Graduate School of Management 2010 — 2012
MBA, Finance
Southern Methodist University 2001 — 2005
Bachelor, History
Indian Springs School 1997 — 2001
Daniel Skowronski Daniel Skowronski's Houlihan Lokey Experience July 2008 - December 2009
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Barrett Lidji Barrett Lidji's Houlihan Lokey Experience May 2006 - August 2006
Job Vice President at Congruent Investment Partners
Industry Financial Services
Experience
Congruent Investment Partners May 2015 - Present
Lone Star Funds / LStar Capital January 2011 - May 2015
FTI Consulting June 2007 - December 2010
Houlihan Lokey May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Restructuring, Corporate Finance, Underwriting, Investments, Strategic Planning, Acquisitions
Education
Southern Methodist University 2004 — 2007
MBA, Finance, General
Southern Methodist University 2004 — 2007
Doctor of Law (J.D.), Law
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance Major, Philosophy Minor
Congruent Investment Partners May 2015 - Present
Lone Star Funds / LStar Capital January 2011 - May 2015
FTI Consulting June 2007 - December 2010
Houlihan Lokey May 2006 - August 2006
Skills
Private Equity, Financial Modeling, Mergers & Acquisitions, Restructuring, Corporate Finance, Underwriting, Investments, Strategic Planning, Acquisitions
Education
Southern Methodist University 2004 — 2007
MBA, Finance, General
Southern Methodist University 2004 — 2007
Doctor of Law (J.D.), Law
The University of Georgia 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance Major, Philosophy Minor
Shannon Daigle's Houlihan Lokey Experience January 2012 - March 2014
Job Marketing Specialist at BDO USA, LLP
Industry Accounting
Experience
BDO USA, LLP April 2014 - Present
Houlihan Lokey January 2012 - March 2014
Houlihan Lokey January 2011 - January 2012
Houlihan Lokey Howard & Zukin December 2007 - August 2009
Contra Costa Times January 2005 - September 2005
Skills
Direct Marketing, Advertising Sales, Event Planning, Digital Marketing, Market Research, Social Media Marketing, Email Marketing, Social Media, Business Development, Finance
Education
St. Mary's College of California 2009 — 2010
Single Subject Credential English, Secondary Education and Teaching
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Sociology
BDO USA, LLP April 2014 - Present
Houlihan Lokey January 2012 - March 2014
Houlihan Lokey January 2011 - January 2012
Houlihan Lokey Howard & Zukin December 2007 - August 2009
Contra Costa Times January 2005 - September 2005
Skills
Direct Marketing, Advertising Sales, Event Planning, Digital Marketing, Market Research, Social Media Marketing, Email Marketing, Social Media, Business Development, Finance
Education
St. Mary's College of California 2009 — 2010
Single Subject Credential English, Secondary Education and Teaching
University of California, Los Angeles 2002 — 2004
Bachelor of Arts (BA), Sociology
Jason Sondag's Houlihan Lokey Experience July 2005 - July 2007
Job
Industry Sports
Experience
Chicago Cubs November 2013 - Present
Chicago Cubs July 2011 - November 2013
Chicago Cubs June 2010 - July 2011
American Capital July 2007 - April 2009
Houlihan Lokey July 2005 - July 2007
Skills
Business Analysis, Strategic Analysis, Business Valuation, New Business Development, New Business Acquisition, Term Sheets, Negotiation, Strategic Planning, Benchmarking, Competitive Intelligence, Private Equity, Principal Investing, Distressed Debt, Investment Banking, Deal Structuring, Strategic Thinking, Business Strategy, Structuring, Valuation, Financial Structuring, Analysis, Investments, Management Consulting, Finance, Financial Modeling, Restructuring, Due Diligence, Mergers & Acquisitions, Corporate Development, Corporate Finance, Management, LBO, M&A experience, Venture Capital, Executive Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Glenbrook South 1997 — 2001
OLPH 1987 — 1997
Chicago Cubs November 2013 - Present
Chicago Cubs July 2011 - November 2013
Chicago Cubs June 2010 - July 2011
American Capital July 2007 - April 2009
Houlihan Lokey July 2005 - July 2007
Skills
Business Analysis, Strategic Analysis, Business Valuation, New Business Development, New Business Acquisition, Term Sheets, Negotiation, Strategic Planning, Benchmarking, Competitive Intelligence, Private Equity, Principal Investing, Distressed Debt, Investment Banking, Deal Structuring, Strategic Thinking, Business Strategy, Structuring, Valuation, Financial Structuring, Analysis, Investments, Management Consulting, Finance, Financial Modeling, Restructuring, Due Diligence, Mergers & Acquisitions, Corporate Development, Corporate Finance, Management, LBO, M&A experience, Venture Capital, Executive Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA
Glenbrook South 1997 — 2001
OLPH 1987 — 1997
Ben Buettell Ben Buettell's Houlihan Lokey Experience August 1988 - October 2012
Job Cofounder & Partner, R7 Partners
Industry Venture Capital & Private Equity
Experience
R7 Partners 2012 - Present
MarkITx December 2013 - Present
Boys & Girls Clubs of Chicago 2002 - Present
Houlihan Lokey August 1988 - October 2012
Euclid Beverage Ltd. 2006 - 2009
Boulevard Bank, N.A. July 1984 - August 1987
Skills
Private Equity, Corporate Development, Due Diligence, Mergers, Venture Capital
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance and Management Policy
Northwestern University 1980 — 1984
BA, Economics
R7 Partners 2012 - Present
MarkITx December 2013 - Present
Boys & Girls Clubs of Chicago 2002 - Present
Houlihan Lokey August 1988 - October 2012
Euclid Beverage Ltd. 2006 - 2009
Boulevard Bank, N.A. July 1984 - August 1987
Skills
Private Equity, Corporate Development, Due Diligence, Mergers, Venture Capital
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MBA, Finance and Management Policy
Northwestern University 1980 — 1984
BA, Economics
Richard Woo Richard Woo's Houlihan Lokey Experience May 2011 - August 2011
Job Associate at HealthCor Partners
Industry Venture Capital & Private Equity
Experience
HealthCor Partners August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Bank October 2011 - December 2011
Houlihan Lokey May 2011 - August 2011
MD Anderson Cancer Center October 2010 - April 2011
Education
Rice University 2009 — 2013
B.A., Mathematical Economic Analysis
HealthCor Partners August 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Deutsche Bank October 2011 - December 2011
Houlihan Lokey May 2011 - August 2011
MD Anderson Cancer Center October 2010 - April 2011
Education
Rice University 2009 — 2013
B.A., Mathematical Economic Analysis
Erick Woodby's Houlihan Lokey Experience May 1993 - Present
Job Graphics Specialist III
Industry Investment Banking
Experience
Houlihan Lokey May 1993 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Acrobat, Adobe Creative Suite, Flash, InDesign, Dreamweaver, Mac, Graphic Design, Creative Writing, Digital Media, Outlook, PowerPoint, Final Cut Pro, Project Management, Social Media, Customer Service
Education
University of Arizona 1990 — 1992
Northern Arizona University 1989 — 1990
Santa Monica College
Houlihan Lokey May 1993 - Present
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Adobe Acrobat, Adobe Creative Suite, Flash, InDesign, Dreamweaver, Mac, Graphic Design, Creative Writing, Digital Media, Outlook, PowerPoint, Final Cut Pro, Project Management, Social Media, Customer Service
Education
University of Arizona 1990 — 1992
Northern Arizona University 1989 — 1990
Santa Monica College
Gayle Wheatley Gayle Wheatley's Houlihan Lokey Experience 2000 - 2001
Job Journalist + UX Design Consultant
Industry Design
Experience
Consultant January 2011 - Present
Examiner.com December 2010 - Present
Culture Vixen Magazine October 2008 - Present
Rovi October 2011 - September 2012
Consultant January 2002 - September 2012
Pepperdine University December 2007 - August 2011
The Design Star 2005 - 2007
Santa Barbara School District January 2004 - January 2005
Japanese Exchange and Teaching Program (JET) in Osaka, Japan 2001 - 2003
Houlihan Lokey 2000 - 2001
Skills
Interaction Design, Information Architecture, User Experience Design, Graphic Design, Usability Testing, User Interface Design, Wireframes, Adobe Creative Suite, Technical Writing, Copywriting, Web Design, Marketing Communications, Team Leadership, InDesign, Photoshop, OmniGraffle, QuarkXPress, Illustrator, Dreamweaver, Flash, CSS, HTML, PHP, jQuery, Photography, Travel Photography, Photo Shoot Direction, Post Production, Educational Leadership, Social Media Marketing, Writing, Creative Writing, Travel Writing, Food Writing, Blogging, Wordpress, SEO, Illustration, Fine Art, WordPress, User Experience, User-centered Design, Typography, Logo Design, Digital Media, Brochures, Multimedia, Graphics, Corporate Identity, Advertising
Education
Pepperdine University
BA
Studio Art Centers International
University of California, Santa Barbara
Consultant January 2011 - Present
Examiner.com December 2010 - Present
Culture Vixen Magazine October 2008 - Present
Rovi October 2011 - September 2012
Consultant January 2002 - September 2012
Pepperdine University December 2007 - August 2011
The Design Star 2005 - 2007
Santa Barbara School District January 2004 - January 2005
Japanese Exchange and Teaching Program (JET) in Osaka, Japan 2001 - 2003
Houlihan Lokey 2000 - 2001
Skills
Interaction Design, Information Architecture, User Experience Design, Graphic Design, Usability Testing, User Interface Design, Wireframes, Adobe Creative Suite, Technical Writing, Copywriting, Web Design, Marketing Communications, Team Leadership, InDesign, Photoshop, OmniGraffle, QuarkXPress, Illustrator, Dreamweaver, Flash, CSS, HTML, PHP, jQuery, Photography, Travel Photography, Photo Shoot Direction, Post Production, Educational Leadership, Social Media Marketing, Writing, Creative Writing, Travel Writing, Food Writing, Blogging, Wordpress, SEO, Illustration, Fine Art, WordPress, User Experience, User-centered Design, Typography, Logo Design, Digital Media, Brochures, Multimedia, Graphics, Corporate Identity, Advertising
Education
Pepperdine University
BA
Studio Art Centers International
University of California, Santa Barbara
Alicia Markoe Alicia Markoe's Houlihan Lokey Experience October 2013 - October 2014
Job Systems Analyst and Database Developer at Children's Institute, Inc. (CII)
Industry Hospital & Health Care
Experience
Children's Institute, Inc. (CII) May 2015 - Present
VCA Antech October 2014 - April 2015
Houlihan Lokey October 2013 - October 2014
Skilled Wound Care September 2013 - October 2013
AIDS Healthcare Foundation July 2013 - August 2013
Digital Risk March 2013 - June 2013
TrueCar, Inc. March 2010 - March 2013
Tower Energy Group January 2010 - March 2010
Wilshire Associates November 2008 - January 2010
BMC Group November 2005 - October 2008
Skills
Microsoft SQL Server, SSIS, T-SQL, Databases, Software Development, Access, SSAS, SSRS, Database Design, SQL, VBA, Programming, Agile Methodologies, .NET, XML, SDLC, C#, JavaScript, Crystal Reports, Project Management, Business Analysis, Business Intelligence
Education
University of California, Los Angeles 1997 — 2000
BS, Mathematics (Pure) with Specialization in Computing (including honors coursework)
Santa Monica College 1986 — 1989
Associate's degree, Liberal Arts
Children's Institute, Inc. (CII) May 2015 - Present
VCA Antech October 2014 - April 2015
Houlihan Lokey October 2013 - October 2014
Skilled Wound Care September 2013 - October 2013
AIDS Healthcare Foundation July 2013 - August 2013
Digital Risk March 2013 - June 2013
TrueCar, Inc. March 2010 - March 2013
Tower Energy Group January 2010 - March 2010
Wilshire Associates November 2008 - January 2010
BMC Group November 2005 - October 2008
Skills
Microsoft SQL Server, SSIS, T-SQL, Databases, Software Development, Access, SSAS, SSRS, Database Design, SQL, VBA, Programming, Agile Methodologies, .NET, XML, SDLC, C#, JavaScript, Crystal Reports, Project Management, Business Analysis, Business Intelligence
Education
University of California, Los Angeles 1997 — 2000
BS, Mathematics (Pure) with Specialization in Computing (including honors coursework)
Santa Monica College 1986 — 1989
Associate's degree, Liberal Arts
Dan Mahoney Dan Mahoney's Houlihan Lokey Experience February 1992 - April 1993
Job Managing Director at Brockson Capital Advisors AZ & CA
Industry Investment Banking
Experience
Brockson Capital Advisors - AZ & CA October 2014 - Present
Cactus Capital Partners January 2009 - Present
CKS Advisors LLC October 2011 - October 2014
Auto Safety House September 1999 - December 2006
First Interstate Bank July 1993 - July 1996
Houlihan Lokey February 1992 - April 1993
National Westminster Bank July 1988 - February 1992
American Appraisal 1990 - 1992
KPMG US June 1979 - July 1988
Skills
Mergers & Acquisitions, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Private Equity, Business Valuation, Investment Banking, Due Diligence, Capital, Valuation, M, LBO, Private Placements, Equities, Leveraged Finance, Executive Management, Finance, Restructuring, Business Strategy, Capital Markets
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (MBA), Finance, General
St. Bonaventure University 1975 — 1979
Bachelor's degree, Accounting
Brockson Capital Advisors - AZ & CA October 2014 - Present
Cactus Capital Partners January 2009 - Present
CKS Advisors LLC October 2011 - October 2014
Auto Safety House September 1999 - December 2006
First Interstate Bank July 1993 - July 1996
Houlihan Lokey February 1992 - April 1993
National Westminster Bank July 1988 - February 1992
American Appraisal 1990 - 1992
KPMG US June 1979 - July 1988
Skills
Mergers & Acquisitions, Corporate Finance, Accounting, Financial Modeling, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Private Equity, Business Valuation, Investment Banking, Due Diligence, Capital, Valuation, M, LBO, Private Placements, Equities, Leveraged Finance, Executive Management, Finance, Restructuring, Business Strategy, Capital Markets
Education
New York University, Stern School of Business 1985 — 1989
Master of Business Administration (MBA), Finance, General
St. Bonaventure University 1975 — 1979
Bachelor's degree, Accounting
Timothy VanRavenswaay Timothy VanRavenswaay's Houlihan Lokey Experience August 2007 - August 2008
Job Senior Finance Manager, Commercial Finance at PepsiCo
Industry Financial Services
Experience
PepsiCo December 2014 - Present
PepsiCo September 2013 - December 2014
PepsiCo August 2012 - August 2013
The Pritzker Group August 2008 - July 2010
Houlihan Lokey August 2007 - August 2008
Piper Jaffray July 2006 - August 2007
Corporate Express August 2005 - June 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, LBO, Financial Analysis, Due Diligence, Mergers, Equities, Investments, Corporate Development, Portfolio Management, Venture Capital, Bloomberg, Business Valuation, Strategy, Capital Markets, M&A experience, Competitive Analysis, Mergers & Acquisitions, Finance, Management, Forecasting, Strategic Planning, Cross-functional Team..., Analytics, Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Majors in Finance, Marketing, Operations Management and Social Enterprise
University of Colorado at Boulder 2001 — 2006
BA, Economics
PepsiCo December 2014 - Present
PepsiCo September 2013 - December 2014
PepsiCo August 2012 - August 2013
The Pritzker Group August 2008 - July 2010
Houlihan Lokey August 2007 - August 2008
Piper Jaffray July 2006 - August 2007
Corporate Express August 2005 - June 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, LBO, Financial Analysis, Due Diligence, Mergers, Equities, Investments, Corporate Development, Portfolio Management, Venture Capital, Bloomberg, Business Valuation, Strategy, Capital Markets, M&A experience, Competitive Analysis, Mergers & Acquisitions, Finance, Management, Forecasting, Strategic Planning, Cross-functional Team..., Analytics, Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Majors in Finance, Marketing, Operations Management and Social Enterprise
University of Colorado at Boulder 2001 — 2006
BA, Economics
Serena Lu Serena Lu's Houlihan Lokey Experience June 2012 - August 2012
Job Investment Banking Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. July 2013 - Present
Houlihan Lokey June 2012 - August 2012
NYU Stern School of Business September 2010 - December 2010
Skills
Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Data Analysis, Microsoft Word, Finance, Investment Banking, Financial Analysis, Valuation, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Economics, Finance
Peking University 2010 — 2010
Bridgewater-Raritan High School 2005 — 2009
Stifel Financial Corp. July 2013 - Present
Houlihan Lokey June 2012 - August 2012
NYU Stern School of Business September 2010 - December 2010
Skills
Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Financial Reporting, Data Analysis, Microsoft Word, Finance, Investment Banking, Financial Analysis, Valuation, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Economics, Finance
Peking University 2010 — 2010
Bridgewater-Raritan High School 2005 — 2009
Kristen Press Kristen Press's Houlihan Lokey Experience April 2014 - Present
Job Senior Assistant at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2014 - Present
Institutional Capital February 2012 - April 2014
24 Seven Outdoor January 2011 - January 2012
Madison Street Capital April 2010 - January 2011
Skills
Microsoft Office, Vendor Relations, Event Planning, Newsletter Writing, Organizing Meetings, Inventory Management, Travel Management, Marketing Materials, Customer Relationship..., Online Research, Presentation Development, Calendar Management, Business Correspondence, Marketing, CRM
Education
Institute for Integrative Nutrition 2014 — 2015
INHC, Integrative Nutrition
Rutgers University-New Brunswick 2004 — 2009
BA, Biological Sciences
Houlihan Lokey April 2014 - Present
Institutional Capital February 2012 - April 2014
24 Seven Outdoor January 2011 - January 2012
Madison Street Capital April 2010 - January 2011
Skills
Microsoft Office, Vendor Relations, Event Planning, Newsletter Writing, Organizing Meetings, Inventory Management, Travel Management, Marketing Materials, Customer Relationship..., Online Research, Presentation Development, Calendar Management, Business Correspondence, Marketing, CRM
Education
Institute for Integrative Nutrition 2014 — 2015
INHC, Integrative Nutrition
Rutgers University-New Brunswick 2004 — 2009
BA, Biological Sciences
Ethel Hocbo-Dimapasok Ethel Hocbo-Dimapasok's Houlihan Lokey Experience 2011 - 2012
Job Reference Librarian at Burbank Public Library
Industry Libraries
Experience
Monrovia Public Library May 2013 - Present
Beverly Hills Library April 2013 - Present
Burbank Public Library October 2012 - Present
Thousand Oaks Library March 2013 - May 2013
West Covina Library June 2012 - November 2012
Houlihan Lokey 2011 - 2012
Houlihan Lokey 2011 - 2012
NAPAFASA November 2009 - June 2011
Paul, Hastings, Janofsky & Walker, LLP January 1992 - June 1993
Skills
Library Science, Library Instruction, Library Research, Reference, Information Literacy, Collection Development, Programming, Cataloging, Information Services, Information Technology, Interlibrary Loan, Academic Libraries, Library Management, Library Reference, Library, Digital Libraries, Metadata, Virtual Reference, Library 2.0, Reader's Advisory, Publicity
Education
San Jose State University
MLIS, Library and Information Science
Monrovia Public Library May 2013 - Present
Beverly Hills Library April 2013 - Present
Burbank Public Library October 2012 - Present
Thousand Oaks Library March 2013 - May 2013
West Covina Library June 2012 - November 2012
Houlihan Lokey 2011 - 2012
Houlihan Lokey 2011 - 2012
NAPAFASA November 2009 - June 2011
Paul, Hastings, Janofsky & Walker, LLP January 1992 - June 1993
Skills
Library Science, Library Instruction, Library Research, Reference, Information Literacy, Collection Development, Programming, Cataloging, Information Services, Information Technology, Interlibrary Loan, Academic Libraries, Library Management, Library Reference, Library, Digital Libraries, Metadata, Virtual Reference, Library 2.0, Reader's Advisory, Publicity
Education
San Jose State University
MLIS, Library and Information Science
Robert Blakely, CFA, CAIA Robert Blakely, CFA, CAIA's Houlihan Lokey Experience June 2012 - August 2012
Job Investment Banking Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Houlihan Lokey June 2012 - August 2012
Wedbush Securities January 2012 - March 2012
Pacific Gas and Electric Company October 2008 - July 2011
Pacific Gas and Electric Company October 2007 - September 2008
Pacific Gas and Electric Company July 2006 - October 2007
Kaiser Foundation Health Plan January 2006 - May 2006
Merrill Lynch September 2004 - December 2004
Skills
Finance, Corporate Finance, Financial Modeling, Financial Analysis, Investments, Due Diligence, Valuation, Portfolio Management, Analysis, Data Analysis, Equity Research, Competitive Analysis, Mergers & Acquisitions, Equities, Internal Controls, Financial Reporting, DCF, Asset Management, Strategy, Accounting, Strategic Financial..., Corporate Development, Bloomberg, Securities, Equity Valuation, Forecasting, Investment Banking, Business Strategy, Capital Markets
Education
UCLA Anderson School of Management
Master of Business Administration (MBA), Finance, 3.83/4.00
San Francisco State University
Bachelors of Science in Business Administration, Corporate Finance and Financial Services, 3.93/4.00
Justin Frank Justin Frank's Houlihan Lokey Experience July 2007 - July 2010
Job Senior Manager Placements at GLG
Industry Online Media
Experience
GLG October 2014 - Present
Matador Supply Company January 2014 - Present
Dealreporter April 2013 - October 2014
Wall Street Oasis May 2012 - October 2014
RFE Investment Partners July 2010 - July 2012
Houlihan Lokey July 2007 - July 2010
Skills
Private Equity, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Capital Markets, Private Placements, Hedge Funds, Venture Capital, Bloomberg, Corporate Development, M&A experience, Financial Analysis, Equity Research, Capital IQ, Leveraged Finance, Mergers & Acquisitions
Education
New York University 2003 — 2007
B.A., Economics
Horace Greeley
GLG October 2014 - Present
Matador Supply Company January 2014 - Present
Dealreporter April 2013 - October 2014
Wall Street Oasis May 2012 - October 2014
RFE Investment Partners July 2010 - July 2012
Houlihan Lokey July 2007 - July 2010
Skills
Private Equity, Investment Banking, Valuation, LBO, Financial Modeling, Due Diligence, Mergers, Corporate Finance, Capital Markets, Private Placements, Hedge Funds, Venture Capital, Bloomberg, Corporate Development, M&A experience, Financial Analysis, Equity Research, Capital IQ, Leveraged Finance, Mergers & Acquisitions
Education
New York University 2003 — 2007
B.A., Economics
Horace Greeley
Rebecca Stacker Rebecca Stacker's Houlihan Lokey Experience July 2011 - July 2013
Job J.D. Candidate at NYU School of Law
Industry Legal Services
Experience
Cravath, Swaine & Moore LLP May 2015 - Present
BlackRock November 2014 - May 2015
Tradeweb June 2014 - August 2014
Houlihan Lokey July 2011 - July 2013
Houlihan Lokey June 2010 - August 2010
Education
New York University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Finance, Economics
Cravath, Swaine & Moore LLP May 2015 - Present
BlackRock November 2014 - May 2015
Tradeweb June 2014 - August 2014
Houlihan Lokey July 2011 - July 2013
Houlihan Lokey June 2010 - August 2010
Education
New York University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration, Finance, Economics
Stephanie Tardif's Houlihan Lokey Experience September 2011 - November 2012
Job Assistant Director, Annual and Special Gifts at UCLA Henry Samueli School of Engineering and Applied Science
Industry Fund-Raising
Experience
UCLA Henry Samueli School of Engineering and Applied Science November 2014 - Present
Muscular Dystrophy Association February 2013 - November 2014
Houlihan Lokey September 2011 - November 2012
UCLA Intercollegiate Athletics July 2010 - September 2011
Los Angeles Dodgers March 2008 - November 2008
Education
Occidental College 2006 — 2010
Bachelor's Degree
Buena High School 2002 — 2006
UCLA Henry Samueli School of Engineering and Applied Science November 2014 - Present
Muscular Dystrophy Association February 2013 - November 2014
Houlihan Lokey September 2011 - November 2012
UCLA Intercollegiate Athletics July 2010 - September 2011
Los Angeles Dodgers March 2008 - November 2008
Education
Occidental College 2006 — 2010
Bachelor's Degree
Buena High School 2002 — 2006
Sean Windsor's Houlihan Lokey Experience December 2011 - November 2013
Job Managing Director at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP November 2014 - Present
Houlihan Lokey December 2011 - November 2013
FTI Consulting April 2005 - December 2011
PricewaterhouseCoopers June 2003 - April 2005
Self - Employed (Special Projects) 2002 - 2003
Deutsche Bank 2001 - 2002
Citigroup 1997 - 2001
Skills
Due Diligence, Investment Banking, Accounting, Sell Side, Buy-side, Valuation, Mergers, Corporate Finance, Private Equity, Restructuring, Divestitures, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Southern Methodist University
Bachelor of Administration, Accounting
BDO USA, LLP November 2014 - Present
Houlihan Lokey December 2011 - November 2013
FTI Consulting April 2005 - December 2011
PricewaterhouseCoopers June 2003 - April 2005
Self - Employed (Special Projects) 2002 - 2003
Deutsche Bank 2001 - 2002
Citigroup 1997 - 2001
Skills
Due Diligence, Investment Banking, Accounting, Sell Side, Buy-side, Valuation, Mergers, Corporate Finance, Private Equity, Restructuring, Divestitures, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Southern Methodist University
Bachelor of Administration, Accounting
Carlo Romero Carlo Romero's Houlihan Lokey Experience October 2007 - May 2008
Job Associate Real Estate Broker at Corcoran Sunshine Marketing Group
Industry Real Estate
Experience
Corcoran Sunshine Marketing Group March 2015 - Present
Douglas Elliman Real Estate May 2013 - March 2015
Elika Real Estate 2012 - May 2013
JP Morgan July 2008 - June 2009
Houlihan Lokey October 2007 - May 2008
Skills
Real Estate, Financial Markets, Financial Transactions, Public Policy, Research, Sales, Public Speaking, Finance, Mergers & Acquisitions, Portfolio Management, Management, Real Estate Transactions, Valuation, Selling, Investors, Investment Properties, Property Management, Commercial Real Estate, Real Estate Economics, Brokerage, Real Estate Development, Investments, Real Estate Financing, Leases, Luxury, Disposition
Education
University of Southern California 2006 — 2008
Master's, Public Policy
University of Oklahoma 2002 — 2006
B.A., Letters
New York University
Filmmaking
School of Visual Arts
Photography
Torrey Pines High School
Corcoran Sunshine Marketing Group March 2015 - Present
Douglas Elliman Real Estate May 2013 - March 2015
Elika Real Estate 2012 - May 2013
JP Morgan July 2008 - June 2009
Houlihan Lokey October 2007 - May 2008
Skills
Real Estate, Financial Markets, Financial Transactions, Public Policy, Research, Sales, Public Speaking, Finance, Mergers & Acquisitions, Portfolio Management, Management, Real Estate Transactions, Valuation, Selling, Investors, Investment Properties, Property Management, Commercial Real Estate, Real Estate Economics, Brokerage, Real Estate Development, Investments, Real Estate Financing, Leases, Luxury, Disposition
Education
University of Southern California 2006 — 2008
Master's, Public Policy
University of Oklahoma 2002 — 2006
B.A., Letters
New York University
Filmmaking
School of Visual Arts
Photography
Torrey Pines High School
Frederick Bayles Frederick Bayles's Houlihan Lokey Experience 2006 - 2007
Job Technology Investment Banking
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Haas School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Schnitzer West 2007 - 2010
Houlihan Lokey 2006 - 2007
Deloitte 2004 - 2006
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA
Seattle University
BBA
J.P. Morgan July 2013 - Present
Haas School of Business August 2011 - May 2013
J.P. Morgan June 2012 - August 2012
Schnitzer West 2007 - 2010
Houlihan Lokey 2006 - 2007
Deloitte 2004 - 2006
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
MBA
Seattle University
BBA
Daniele Beasley's Houlihan Lokey Experience 1989 - 1994
Job President at Cove Street Capital, LLC
Industry Financial Services
Experience
Cove Street Capital June 2011 - Present
Yo San University November 2011 - December 2012
The Saban Free Clinic 2005 - June 2012
Reed Conner & Birdwell January 2000 - June 2011
HELIX Investment Partners, L.P. 1994 - 1999
Houlihan Lokey 1989 - 1994
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, PKE Program
UCLA Anderson School of Management 2003 — 2004
The Executive Program In Management
Cove Street Capital June 2011 - Present
Yo San University November 2011 - December 2012
The Saban Free Clinic 2005 - June 2012
Reed Conner & Birdwell January 2000 - June 2011
HELIX Investment Partners, L.P. 1994 - 1999
Houlihan Lokey 1989 - 1994
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, PKE Program
UCLA Anderson School of Management 2003 — 2004
The Executive Program In Management
Gautam Tevatia Gautam Tevatia's Houlihan Lokey Experience June 2006 - August 2006
Job Associate at Goldman Sachs
Industry Higher Education
Experience
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Morgan Stanley July 2009 - August 2010
Morgan Stanley July 2007 - July 2009
Houlihan Lokey June 2006 - August 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Southern California 2005 — 2007
Masters, Computer Science
Panjab University 2001 — 2005
B. Engg., Electrical Engineering
St. John's High School, Chandigarh
Goldman Sachs July 2012 - Present
Goldman Sachs June 2011 - August 2011
Morgan Stanley July 2009 - August 2010
Morgan Stanley July 2007 - July 2009
Houlihan Lokey June 2006 - August 2006
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA
University of Southern California 2005 — 2007
Masters, Computer Science
Panjab University 2001 — 2005
B. Engg., Electrical Engineering
St. John's High School, Chandigarh
Dawn Santana Dawn Santana's Houlihan Lokey Experience February 2015 - Present
Job Executive Administrator/Program Coordinator
Industry Government Administration
Experience
Houlihan Lokey February 2015 - Present
Public Building Commission of Chicago May 2012 - February 2015
Public Building Commission of Chicago April 2005 - May 2013
Public Building Commission of Chicago April 2005 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Word, Teamwork, Process Scheduler, Customer Service, Management, Employee Relations, Policy, Budgets, Government, Leadership, Project Planning, Contract Negotiation, Team Building, Program Management, Social Skills, Project Coordination, Creative Solutions, Lateral Thinking, Project Management, Microsoft Office, Administrative..., PowerPoint, Training, Construction, Strategic Planning, Contract Management
Education
Robert Morris University - Illinois
Houlihan Lokey February 2015 - Present
Public Building Commission of Chicago May 2012 - February 2015
Public Building Commission of Chicago April 2005 - May 2013
Public Building Commission of Chicago April 2005 - May 2007
Skills
Outlook, Microsoft Excel, Microsoft Word, Teamwork, Process Scheduler, Customer Service, Management, Employee Relations, Policy, Budgets, Government, Leadership, Project Planning, Contract Negotiation, Team Building, Program Management, Social Skills, Project Coordination, Creative Solutions, Lateral Thinking, Project Management, Microsoft Office, Administrative..., PowerPoint, Training, Construction, Strategic Planning, Contract Management
Education
Robert Morris University - Illinois
Jay Nagy Jay Nagy's Houlihan Lokey Experience July 2001 - June 2004
Job Senior Director, Provider Operations Strategy at CareCentrix
Industry Hospital & Health Care
Experience
CareCentrix January 2015 - Present
The Advisory Board Company October 2011 - January 2015
Accretive Financial Advisors December 2010 - September 2011
Club Med May 2009 - August 2010
LPL Financial October 2007 - March 2009
Lafarge North America July 2004 - October 2007
Houlihan Lokey July 2001 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Business Strategy, Finance, Mergers, Corporate Development, Budgets, Joint Ventures, Internal Controls, Restructuring, Investment Banking, Divestitures, Budgeting, Acquisition Integration, Healthcare, Patient Satisfaction, Healthcare Improvement, Management
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S. Economics
University of Pennsylvania 1997 — 2001
B.A. International Studies
Sciences Po 1999 — 2000
PISPS
Bay Shore High School 1993 — 1997
CareCentrix January 2015 - Present
The Advisory Board Company October 2011 - January 2015
Accretive Financial Advisors December 2010 - September 2011
Club Med May 2009 - August 2010
LPL Financial October 2007 - March 2009
Lafarge North America July 2004 - October 2007
Houlihan Lokey July 2001 - June 2004
Skills
Financial Modeling, Mergers & Acquisitions, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Valuation, Business Strategy, Finance, Mergers, Corporate Development, Budgets, Joint Ventures, Internal Controls, Restructuring, Investment Banking, Divestitures, Budgeting, Acquisition Integration, Healthcare, Patient Satisfaction, Healthcare Improvement, Management
Education
University of Pennsylvania - The Wharton School 1997 — 2001
B.S. Economics
University of Pennsylvania 1997 — 2001
B.A. International Studies
Sciences Po 1999 — 2000
PISPS
Bay Shore High School 1993 — 1997
Sarah (McDaniel) Paquet's Houlihan Lokey Experience September 2011 - September 2013
Job MBA Candidate at Kellogg School of Management
Industry Investment Banking
Experience
Kellogg School of Management June 2015 - Present
Baird Capital October 2013 - June 2015
Houlihan Lokey September 2011 - September 2013
Navigant Consulting July 2010 - September 2011
Navigant Consulting May 2009 - August 2009
Navigant Consulting May 2008 - July 2008
PricewaterhouseCoopers May 2007 - July 2007
Education
Northwestern University - Kellogg School of Management
University of Illinois at Urbana-Champaign
Accounting & Finance
University of Illinois at Urbana-Champaign
Masters of Accounting Science, IT Minor
Kellogg School of Management June 2015 - Present
Baird Capital October 2013 - June 2015
Houlihan Lokey September 2011 - September 2013
Navigant Consulting July 2010 - September 2011
Navigant Consulting May 2009 - August 2009
Navigant Consulting May 2008 - July 2008
PricewaterhouseCoopers May 2007 - July 2007
Education
Northwestern University - Kellogg School of Management
University of Illinois at Urbana-Champaign
Accounting & Finance
University of Illinois at Urbana-Champaign
Masters of Accounting Science, IT Minor
Shravan Lal Shravan Lal's Houlihan Lokey Experience 2008 - 2010
Job Investment Professional
Industry Investment Management
Experience
Coastland Capital LLC (Previously Overland Advisors LLC) September 2015 - Present
TCW February 2012 - July 2015
Houlihan Lokey 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Restructuring, Portfolio Management, Finance, Credit, High Yield, Leadership, Analysis, Real Estate, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Special Situations, Asset Management, Leveraged Finance, Loans, Hedge Funds
Education
Purdue University - Krannert School of Management
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Coastland Capital LLC (Previously Overland Advisors LLC) September 2015 - Present
TCW February 2012 - July 2015
Houlihan Lokey 2008 - 2010
Merrill Lynch 2006 - 2008
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Restructuring, Portfolio Management, Finance, Credit, High Yield, Leadership, Analysis, Real Estate, Valuation, Financial Modeling, Private Equity, Investment Banking, Capital Markets, Special Situations, Asset Management, Leveraged Finance, Loans, Hedge Funds
Education
Purdue University - Krannert School of Management
Bachelor’s Degree
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
Margaret Bryant Margaret Bryant's Houlihan Lokey Experience April 2010 - November 2011
Job Executive Assistant at Union Bank
Industry Investment Banking
Experience
Union Bank July 2012 - Present
Houlihan Lokey April 2010 - November 2011
Seven Hills April 2002 - November 2008
Furman Selz LLC/ING Barings/ABN AMRO 1995 - 2001
Donaldson Lufkin & Jenrette 1993 - 1995
Donaldson Lufkin & Jenrette 1990 - 1993
Skills
Outlook, SalesLogix, MS Office Suite
Education
San Francisco State University 1995 — 1999
BA, English Literature
Union Bank July 2012 - Present
Houlihan Lokey April 2010 - November 2011
Seven Hills April 2002 - November 2008
Furman Selz LLC/ING Barings/ABN AMRO 1995 - 2001
Donaldson Lufkin & Jenrette 1993 - 1995
Donaldson Lufkin & Jenrette 1990 - 1993
Skills
Outlook, SalesLogix, MS Office Suite
Education
San Francisco State University 1995 — 1999
BA, English Literature
Anthony Alfonso, ASA, MRICS Anthony Alfonso, ASA, MRICS's Houlihan Lokey Experience October 2007 - July 2008
Job Experienced Finance and Strategy Executive
Industry Capital Markets
Experience
BDO Consulting July 2008 - Present
Houlihan Lokey October 2007 - July 2008
KPMG LLP June 1999 - August 2007
Skills
Valuation, Business Strategy, Operational Strategy, Business Valuation, Intangible Assets, Fairness Opinions, Litigation Support, Stocks, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investment Banking, Purchase Price..., Financial Reporting, Venture Capital, Tax, Mergers & Acquisitions, Fair Value, Finance, Derivatives, Expert Witness, Leadership, Risk Management, Portfolio Management, Strategy, Equity Valuation
Education
University of Pittsburgh 1993 — 1996
MBA, Finance
Purdue University 1986 — 1991
B.S., Financial Planning and Counseling
BDO Consulting July 2008 - Present
Houlihan Lokey October 2007 - July 2008
KPMG LLP June 1999 - August 2007
Skills
Valuation, Business Strategy, Operational Strategy, Business Valuation, Intangible Assets, Fairness Opinions, Litigation Support, Stocks, Financial Modeling, Due Diligence, Corporate Finance, Private Equity, Mergers, Financial Analysis, Investment Banking, Purchase Price..., Financial Reporting, Venture Capital, Tax, Mergers & Acquisitions, Fair Value, Finance, Derivatives, Expert Witness, Leadership, Risk Management, Portfolio Management, Strategy, Equity Valuation
Education
University of Pittsburgh 1993 — 1996
MBA, Finance
Purdue University 1986 — 1991
B.S., Financial Planning and Counseling
Leon Vayntraub Leon Vayntraub's Houlihan Lokey Experience September 2013 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2013 - Present
Cantor Fitzgerald September 2011 - September 2013
Citigroup June 2010 - September 2011
Waller Capital 2009 - 2009
Oppenheimer & Co. 2008 - 2008
Skills
Financial Modeling, Business Valuation, Russian, Investment Banking, Valuation, Capital Markets, Capital IQ, Bloomberg, Corporate Finance, Private Equity, Equities, Bloomberg Terminal, Financial Analysis, DCF, LBO, Mergers, Equity Research, Due Diligence, Equity Valuation, Investments, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S., Finance
Concord-Carlisle High School
Houlihan Lokey September 2013 - Present
Cantor Fitzgerald September 2011 - September 2013
Citigroup June 2010 - September 2011
Waller Capital 2009 - 2009
Oppenheimer & Co. 2008 - 2008
Skills
Financial Modeling, Business Valuation, Russian, Investment Banking, Valuation, Capital Markets, Capital IQ, Bloomberg, Corporate Finance, Private Equity, Equities, Bloomberg Terminal, Financial Analysis, DCF, LBO, Mergers, Equity Research, Due Diligence, Equity Valuation, Investments, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
B.S., Finance
Concord-Carlisle High School
Bingxin (Amy) Xia Bingxin (Amy) Xia's Houlihan Lokey Experience June 2015 - Present
Job Financial Analyst at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey June 2015 - Present
Sears Holdings Corporation May 2014 - July 2014
Changyou.com (China) 2011 - 2013
Changyou.com (China) January 2010 - April 2011
kpmg 2007 - 2009
Skills
Purchase Price..., Impairment Testing, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Internal Controls, Auditing, Accounting, US GAAP, Corporate Finance, IFRS, Financial Statements, Due Diligence, Financial Accounting, Finance, Strategy, IPO, Leadership, Analysis, Management, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA)
Peking University 2003 — 2007
Bachelor of Arts (B.A.), Foreign Languages/E-commerce
Houlihan Lokey June 2015 - Present
Sears Holdings Corporation May 2014 - July 2014
Changyou.com (China) 2011 - 2013
Changyou.com (China) January 2010 - April 2011
kpmg 2007 - 2009
Skills
Purchase Price..., Impairment Testing, Financial Analysis, Financial Reporting, Mergers & Acquisitions, Internal Controls, Auditing, Accounting, US GAAP, Corporate Finance, IFRS, Financial Statements, Due Diligence, Financial Accounting, Finance, Strategy, IPO, Leadership, Analysis, Management, Financial Modeling
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA)
Peking University 2003 — 2007
Bachelor of Arts (B.A.), Foreign Languages/E-commerce
Sherman Quint Brown Sherman Quint Brown's Houlihan Lokey Experience April 2012 - October 2012
Job Managing General Partner at Pioneer Legacy Partners, LLLP
Industry Venture Capital & Private Equity
Experience
Pioneer Legacy Partners, LLLP 2014 - Present
Houlihan Lokey April 2012 - October 2012
Bank of America Merrill Lynch July 2011 - February 2012
Satori Capital, LLC October 2009 - May 2010
Gateway Mergers & Acquisitions, LLC June 2009 - August 2009
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelors, Business Administration in Finance, Science in Economics with Financial Applications
University of Oxford 2008 — 2008
SMU Study Abroad Program
Colorado Academy 2002 — 2006
College Preparatory Academy
Pioneer Legacy Partners, LLLP 2014 - Present
Houlihan Lokey April 2012 - October 2012
Bank of America Merrill Lynch July 2011 - February 2012
Satori Capital, LLC October 2009 - May 2010
Gateway Mergers & Acquisitions, LLC June 2009 - August 2009
Education
Southern Methodist University - Cox School of Business 2010 — 2011
Masters, Science in Accounting
Southern Methodist University - Cox School of Business 2006 — 2010
Bachelors, Business Administration in Finance, Science in Economics with Financial Applications
University of Oxford 2008 — 2008
SMU Study Abroad Program
Colorado Academy 2002 — 2006
College Preparatory Academy
Maryanne Hauser Maryanne Hauser's Houlihan Lokey Experience January 2015 - Present
Job Strategic Consultant at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey January 2015 - Present
CME Group August 2014 - November 2014
CME Group July 2012 - August 2014
Omnium LLC June 2011 - August 2011
Jackson National Asset Management September 2010 - March 2011
campusCATALYST June 2010 - August 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mayo Senior High School 2004 — 2008
Houlihan Lokey January 2015 - Present
CME Group August 2014 - November 2014
CME Group July 2012 - August 2014
Omnium LLC June 2011 - August 2011
Jackson National Asset Management September 2010 - March 2011
campusCATALYST June 2010 - August 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Mayo Senior High School 2004 — 2008
Dhruv Goyal's Houlihan Lokey Experience June 2013 - August 2013
Job Investment Banking Analyst Financial Institutions Group at Macquarie Group
Industry Financial Services
Experience
Macquarie Group August 2015 - Present
Macquarie Group August 2014 - June 2015
Houlihan Lokey June 2013 - August 2013
StoneCastle Partners February 2012 - July 2012
Distributed Capital Group October 2011 - December 2011
SimpliFlying May 2011 - July 2011
Skills
Microsoft Office, iWork, Economics, Microsoft Excel, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Financial Accounting, Accounting, Analysis, Finance, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
BSc in Business, Finance & Accounting
Raffles Junior College 2008 — 2009
A Level Certificate
Raffles Institution 2004 — 2007
Integrated Program Certificate
Macquarie Group August 2015 - Present
Macquarie Group August 2014 - June 2015
Houlihan Lokey June 2013 - August 2013
StoneCastle Partners February 2012 - July 2012
Distributed Capital Group October 2011 - December 2011
SimpliFlying May 2011 - July 2011
Skills
Microsoft Office, iWork, Economics, Microsoft Excel, Financial Modeling, Financial Analysis, Investment Banking, PowerPoint, Financial Accounting, Accounting, Analysis, Finance, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2010 — 2014
BSc in Business, Finance & Accounting
Raffles Junior College 2008 — 2009
A Level Certificate
Raffles Institution 2004 — 2007
Integrated Program Certificate
Jeremy Adelman Jeremy Adelman's Houlihan Lokey Experience August 2011 - May 2012
Job Managing Partner at Artis LLC
Industry Executive Office
Experience
Artis LLC March 2013 - Present
Agent Jade LLC May 2012 - Present
LoopMe Media January 2013 - Present
Eyedip January 2009 - Present
Houlihan Lokey August 2011 - May 2012
Houlihan Lokey December 2004 - May 2008
Marsh & McLennan Companies June 2003 - December 2004
Skills
Corporate Development, Operations Management, Financial Analysis, Idea Generation, Concept Development, Strategic Consulting, Social Media Marketing, Marketing Strategy, Risk Management, Unified Communications, Public Relations, Social Media, Private Equity, Digital Media, Fundraising, Strategic Planning, Leadership, Management, Mergers & Acquisitions, Marketing, Mobile Applications, Strategic Partnerships, Entrepreneurship
Education
New York University 1999 — 2003
BS, Finance, CPA Accounting, and Interpersonal Communication
MTHS
Artis LLC March 2013 - Present
Agent Jade LLC May 2012 - Present
LoopMe Media January 2013 - Present
Eyedip January 2009 - Present
Houlihan Lokey August 2011 - May 2012
Houlihan Lokey December 2004 - May 2008
Marsh & McLennan Companies June 2003 - December 2004
Skills
Corporate Development, Operations Management, Financial Analysis, Idea Generation, Concept Development, Strategic Consulting, Social Media Marketing, Marketing Strategy, Risk Management, Unified Communications, Public Relations, Social Media, Private Equity, Digital Media, Fundraising, Strategic Planning, Leadership, Management, Mergers & Acquisitions, Marketing, Mobile Applications, Strategic Partnerships, Entrepreneurship
Education
New York University 1999 — 2003
BS, Finance, CPA Accounting, and Interpersonal Communication
MTHS
Grace Cavallo Grace Cavallo's Houlihan Lokey Experience 2000 - 2001
Job Certified Interior Designer/client service pro seeking opportunities in residential design, retail, or administration.
Industry Design
Experience
UCLA Extension Architecture and Interior Design 2013 - 2015
American Express Publishing, Custom Media 2006 - 2013
American Express Publishing, Departures Magazine 2001 - 2006
Houlihan Lokey 2000 - 2001
Miramax Films International 1999 - 2000
Leflein Associates 1998 - 1999
Skills
Magazines, Editing, InCopy, Publishing, Editorial, Proofreading, Newsletters, Fact-checking, Project Management, Publications, Copy Editing, Online Publishing, AP Style, Content Development, Digital Media, Blogging, Web Content, Content Strategy, Social Media, Newspapers, Books, Feature Articles, Freelance Writing, Journalism, Storytelling
Education
UCLA Extension Architecture and Interior Design 2013 — 2015
Professional Level Interior Design Program
New York University 1991 — 1995
Bachelor of Arts (B.A.), Journalism
UCLA Extension Architecture and Interior Design 2013 - 2015
American Express Publishing, Custom Media 2006 - 2013
American Express Publishing, Departures Magazine 2001 - 2006
Houlihan Lokey 2000 - 2001
Miramax Films International 1999 - 2000
Leflein Associates 1998 - 1999
Skills
Magazines, Editing, InCopy, Publishing, Editorial, Proofreading, Newsletters, Fact-checking, Project Management, Publications, Copy Editing, Online Publishing, AP Style, Content Development, Digital Media, Blogging, Web Content, Content Strategy, Social Media, Newspapers, Books, Feature Articles, Freelance Writing, Journalism, Storytelling
Education
UCLA Extension Architecture and Interior Design 2013 — 2015
Professional Level Interior Design Program
New York University 1991 — 1995
Bachelor of Arts (B.A.), Journalism
Caroline Farish Caroline Farish's Houlihan Lokey Experience July 2012 - August 2013
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan August 2013 - July 2015
Houlihan Lokey July 2012 - August 2013
Houlihan Lokey June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance - Alternative Asset Management; BS - Applied Mathematics
St. John's School
J.P. Morgan July 2015 - Present
J.P. Morgan August 2013 - July 2015
Houlihan Lokey July 2012 - August 2013
Houlihan Lokey June 2011 - August 2011
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance - Alternative Asset Management; BS - Applied Mathematics
St. John's School
Yuting Zhu Yuting Zhu's Houlihan Lokey Experience October 2014 - Present
Job Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2014 - Present
Deloitte July 2014 - September 2014
Roubini Global Economics January 2014 - July 2014
Deloitte January 2014 - February 2014
GlobalData May 2013 - August 2013
Haitong Securities Group June 2012 - August 2012
Skills
Economics, Data Analysis, Microsoft Excel, Valuation, Stata, VBA, Corporate Finance, Quantitative Analytics, Actuarial Science, Actuarial Consulting, Actuarial Exams, Statistics, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Microsoft Office, Equities
Education
New York University 2012 — 2014
Master of Arts (M.A.), Economics
University of Michigan 2010 — 2012
Bachelor of Science (B.S.), Actuarial Science & Econ
Houlihan Lokey October 2014 - Present
Deloitte July 2014 - September 2014
Roubini Global Economics January 2014 - July 2014
Deloitte January 2014 - February 2014
GlobalData May 2013 - August 2013
Haitong Securities Group June 2012 - August 2012
Skills
Economics, Data Analysis, Microsoft Excel, Valuation, Stata, VBA, Corporate Finance, Quantitative Analytics, Actuarial Science, Actuarial Consulting, Actuarial Exams, Statistics, Bloomberg, Financial Modeling, Financial Analysis, Fixed Income, Microsoft Office, Equities
Education
New York University 2012 — 2014
Master of Arts (M.A.), Economics
University of Michigan 2010 — 2012
Bachelor of Science (B.S.), Actuarial Science & Econ
Jordan Zelik's Houlihan Lokey Experience February 2011 - January 2014
Job Senior Manager, Media Strategy at National Hockey League
Industry Sports
Experience
National Hockey League February 2014 - Present
Houlihan Lokey February 2011 - January 2014
Houlihan Lokey October 2009 - January 2011
Skills
Financial Modeling, Capital IQ, Valuation, LBO, Investment Banking, Corporate Finance, Strategy, Private Equity, Business Valuation, Entrepreneurship, Capital Markets, Bloomberg, Financial Analysis, M&A experience, Leveraged Finance, Venture Capital, Equity Research, DCF, Due Diligence, Emerging Markets, Corporate Development
Education
University of Southern California 2005 — 2009
Bachelor of Science, Business Administration (Corporate Finance)
Rotterdam School of Management, Erasmus University 2008 — 2008
International Business Administration
National Hockey League February 2014 - Present
Houlihan Lokey February 2011 - January 2014
Houlihan Lokey October 2009 - January 2011
Skills
Financial Modeling, Capital IQ, Valuation, LBO, Investment Banking, Corporate Finance, Strategy, Private Equity, Business Valuation, Entrepreneurship, Capital Markets, Bloomberg, Financial Analysis, M&A experience, Leveraged Finance, Venture Capital, Equity Research, DCF, Due Diligence, Emerging Markets, Corporate Development
Education
University of Southern California 2005 — 2009
Bachelor of Science, Business Administration (Corporate Finance)
Rotterdam School of Management, Erasmus University 2008 — 2008
International Business Administration
Hayes Olofson Hayes Olofson's Houlihan Lokey Experience July 2007 - January 2010
Job Vice President at Crescent Capital Group
Industry Venture Capital & Private Equity
Experience
Crescent Capital Group August 2013 - Present
Kellogg School of Management June 2012 - August 2013
Maranon Capital January 2010 - June 2012
Houlihan Lokey July 2007 - January 2010
LaSalle Bank 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2013
MBA, Finance, Management Strategy, Managerial Economics and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Crescent Capital Group August 2013 - Present
Kellogg School of Management June 2012 - August 2013
Maranon Capital January 2010 - June 2012
Houlihan Lokey July 2007 - January 2010
LaSalle Bank 2006 - 2007
Education
Northwestern University - Kellogg School of Management 2012 — 2013
MBA, Finance, Management Strategy, Managerial Economics and Entrepreneurship
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Bogdan Baciu's Houlihan Lokey Experience July 2014 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Bridgepoint Consulting, LLC January 2014 - July 2014
Barrier Advisors January 2013 - January 2014
Barrier Advisors May 2011 - January 2013
Barrier Advisors June 2010 - May 2011
Skills
Investment Banking, Valuation, Financial Modeling, Economics, Due Diligence, M&A Modeling, Restructuring, Private Equity, Accounting, Microsoft Excel, PowerPoint, Buyouts, Capital Markets, DCF, Strategy, LBO, Finance
Education
The University of Texas at Dallas - School of Management
B.S., Finance and Accounting
Queen's University
B.A., Economics
Houlihan Lokey July 2014 - Present
Bridgepoint Consulting, LLC January 2014 - July 2014
Barrier Advisors January 2013 - January 2014
Barrier Advisors May 2011 - January 2013
Barrier Advisors June 2010 - May 2011
Skills
Investment Banking, Valuation, Financial Modeling, Economics, Due Diligence, M&A Modeling, Restructuring, Private Equity, Accounting, Microsoft Excel, PowerPoint, Buyouts, Capital Markets, DCF, Strategy, LBO, Finance
Education
The University of Texas at Dallas - School of Management
B.S., Finance and Accounting
Queen's University
B.A., Economics
Nicklaus Daley's Houlihan Lokey Experience July 2009 - July 2011
Job Summer Associate at Bain & Company
Industry Venture Capital & Private Equity
Experience
Bain & Company June 2015 - Present
CIVC Partners August 2011 - August 2014
Houlihan Lokey July 2009 - July 2011
Houlihan Lokey June 2008 - August 2008
Western & Southern Financial Group ATP Masters & Women's Open June 2007 - August 2007
Wildwood Golf Club March 2003 - September 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics - Concentrations in Finance and Accounting
Bishop Fenwick High School 2001 — 2005
Bain & Company June 2015 - Present
CIVC Partners August 2011 - August 2014
Houlihan Lokey July 2009 - July 2011
Houlihan Lokey June 2008 - August 2008
Western & Southern Financial Group ATP Masters & Women's Open June 2007 - August 2007
Wildwood Golf Club March 2003 - September 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2005 — 2009
B.S., Economics - Concentrations in Finance and Accounting
Bishop Fenwick High School 2001 — 2005
Jon Abusamra Jon Abusamra's Houlihan Lokey Experience July 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Marotta Gund Budd & Dzera, LLC August 2012 - June 2015
Wunderlich Securities April 2012 - August 2012
Madison Williams and Company December 2009 - December 2011
Madison Williams and Company August 2007 - December 2009
AllianceBernstein L.P. July 2004 - August 2007
Santa Clara University Endowment Fund November 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Business Valuation, Mergers, Investment Banking, Venture Capital, Asset Management, Industry Analysis, Valuation, DCF, Due Diligence, Equity Valuation, LBO, Capital Markets, Private Equity, Capital Structure, Asset Managment, Fixed Income, Investments, Hedge Funds, Restructuring, Finance, Strategy, Investment Strategies
Education
Santa Clara University - Leavey School of Business 2001 — 2004
BS, Finance
Regis Jesuit High School 1997 — 2001
Houlihan Lokey July 2015 - Present
Marotta Gund Budd & Dzera, LLC August 2012 - June 2015
Wunderlich Securities April 2012 - August 2012
Madison Williams and Company December 2009 - December 2011
Madison Williams and Company August 2007 - December 2009
AllianceBernstein L.P. July 2004 - August 2007
Santa Clara University Endowment Fund November 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Business Valuation, Mergers, Investment Banking, Venture Capital, Asset Management, Industry Analysis, Valuation, DCF, Due Diligence, Equity Valuation, LBO, Capital Markets, Private Equity, Capital Structure, Asset Managment, Fixed Income, Investments, Hedge Funds, Restructuring, Finance, Strategy, Investment Strategies
Education
Santa Clara University - Leavey School of Business 2001 — 2004
BS, Finance
Regis Jesuit High School 1997 — 2001
Nic White-Petteruti Nic White-Petteruti's Houlihan Lokey Experience April 2015 - Present
Job Consultant at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey April 2015 - Present
Sargent & Lundy February 2013 - March 2015
Sargent & Lundy October 2011 - February 2013
Sargent & Lundy July 2008 - October 2011
Skills
Mechanical Engineering, Energy, Cross-functional Team..., Water, Pumps, Utility, Rate Design, Solar PV, Electric Utility
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Strategy, Marketing
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Mechanical Engineering
Houlihan Lokey April 2015 - Present
Sargent & Lundy February 2013 - March 2015
Sargent & Lundy October 2011 - February 2013
Sargent & Lundy July 2008 - October 2011
Skills
Mechanical Engineering, Energy, Cross-functional Team..., Water, Pumps, Utility, Rate Design, Solar PV, Electric Utility
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Management & Strategy, Marketing
University of Illinois at Urbana-Champaign 2004 — 2008
BS, Mechanical Engineering
John Rigler John Rigler's Houlihan Lokey Experience July 2011 - December 2011
Job Vice President, Real Estate Investment Consultant
Industry Banking
Experience
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Federal Home Loan Bank of Des Moines January 2012 - August 2012
Houlihan Lokey July 2011 - December 2011
Deutsche Bank July 2008 - May 2010
JPMorgan September 2006 - June 2008
Meridian Capital Group September 2005 - September 2006
Fitch Ratings June 2004 - August 2004
Principal Financial Group June 2003 - January 2004
University of Iowa June 2003 - September 2003
Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BBA, Real Estate and Finance
Wells Fargo May 2014 - Present
Wells Fargo August 2012 - May 2014
Federal Home Loan Bank of Des Moines January 2012 - August 2012
Houlihan Lokey July 2011 - December 2011
Deutsche Bank July 2008 - May 2010
JPMorgan September 2006 - June 2008
Meridian Capital Group September 2005 - September 2006
Fitch Ratings June 2004 - August 2004
Principal Financial Group June 2003 - January 2004
University of Iowa June 2003 - September 2003
Skills
Commercial mortgage..., Affordable housing..., commercial real estate..., Commercial Real Estate..., Mortgage Underwriting, Valuation, Financial Modeling, Investments, Financial Analysis, Corporate Finance, Due Diligence, CMBS, Real Estate Economics, Capital Markets, Equities, Asset Managment, Credit Analysis, Private Equity, Asset Management, Loan Origination, Real Estate, Finance
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Finance
University of Wisconsin-Madison 2000 — 2005
BBA, Real Estate and Finance
Kara Fisher Kara Fisher's Houlihan Lokey Experience July 2011 - September 2013
Job MBA Candidate 2017 at SMU Cox School of Business
Industry Financial Services
Experience
Neiman Marcus February 2014 - May 2015
Gilt Groupe September 2013 - February 2014
Houlihan Lokey July 2011 - September 2013
Continental Airlines May 2010 - August 2010
Skills
Corporate Finance, Investment Banking, Finance, Financial Analysis, Financial Modeling, Financial Accounting, Valuation, Microsoft Excel, Accounting, Strategic Financial..., Bloomberg
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
St. John's School 1994 — 2007
Neiman Marcus February 2014 - May 2015
Gilt Groupe September 2013 - February 2014
Houlihan Lokey July 2011 - September 2013
Continental Airlines May 2010 - August 2010
Skills
Corporate Finance, Investment Banking, Finance, Financial Analysis, Financial Modeling, Financial Accounting, Valuation, Microsoft Excel, Accounting, Strategic Financial..., Bloomberg
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Finance
St. John's School 1994 — 2007
Nick Karageorge Nick Karageorge's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Goldman Sachs June 2014 - August 2014
BMC Capital September 2013 - November 2013
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group September 2012 - June 2013
Merrill Lynch June 2012 - August 2012
Hanna's Restaurant and Bar June 2012 - August 2012
The Daily Campus August 2011 - March 2012
Skills
Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Cox School of Business 2011 — 2015
Finance, General
Santa Margarita Catholic High School 2007 — 2011
Houlihan Lokey July 2015 - Present
Goldman Sachs June 2014 - August 2014
BMC Capital September 2013 - November 2013
Fortress Investment Group June 2013 - August 2013
Boulevard Investment Group September 2012 - June 2013
Merrill Lynch June 2012 - August 2012
Hanna's Restaurant and Bar June 2012 - August 2012
The Daily Campus August 2011 - March 2012
Skills
Microsoft Excel
Education
Southern Methodist University 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Southern Methodist University - Cox School of Business 2011 — 2015
Finance, General
Santa Margarita Catholic High School 2007 — 2011
Ruiyan (Ria) Liu's Houlihan Lokey Experience December 2012 - March 2013
Job Marketing Intern at Salesforce
Industry Marketing and Advertising
Experience
Cause Marketing Initiatives - Marketing Consulting Projects October 2014 - Present
Salesforce June 2015 - August 2015
BE Education September 2013 - June 2014
China Chamber of Commerce April 2013 - May 2013
Houlihan Lokey December 2012 - March 2013
ELA Bridge Associates March 2012 - June 2012
Skills
Data Analysis, Market Research, SQL, SAS, Microsoft Excel, Presentation Skills, SPSS, InDesign, Leadership, Marketing Strategy, Analysis, R, PowerPoint, Digital Analytics, CSS, HTML, Marketing, Photoshop, Databases, Research, Social Media Marketing, Social Media, Retail, Teaching
Education
Northwestern University 2014 — 2015
Master's Degree, Intergrated Marketing Communication
University of International Business and Economics 2009 — 2013
Bachelor's Degree, Public Administration
Cause Marketing Initiatives - Marketing Consulting Projects October 2014 - Present
Salesforce June 2015 - August 2015
BE Education September 2013 - June 2014
China Chamber of Commerce April 2013 - May 2013
Houlihan Lokey December 2012 - March 2013
ELA Bridge Associates March 2012 - June 2012
Skills
Data Analysis, Market Research, SQL, SAS, Microsoft Excel, Presentation Skills, SPSS, InDesign, Leadership, Marketing Strategy, Analysis, R, PowerPoint, Digital Analytics, CSS, HTML, Marketing, Photoshop, Databases, Research, Social Media Marketing, Social Media, Retail, Teaching
Education
Northwestern University 2014 — 2015
Master's Degree, Intergrated Marketing Communication
University of International Business and Economics 2009 — 2013
Bachelor's Degree, Public Administration
Ken Craig-Saunders's Houlihan Lokey Experience August 2008 - Present
Job I.T. System Technologist
Industry Marketing and Advertising
Experience
Houlihan Lokey August 2008 - Present
Melaleuca:The Wellness Company January 2012 - Present
Skills
Technical Support, Networking, Coaching, Customer Service, Strategy, Training, Servers, Computer Hardware, Hardware, Marketing, Project Management, Sales, System Administration, Teaching, Social Media, Call Centers, Management, Public Speaking, Strategic Planning, Recruiting, Call Center, Windows Server, Microsoft Excel, Operating Systems, Active Directory, Citrix, Microsoft Office, Software Installation, Outlook, OS X, Microsoft Word, Help Desk Support, Analysis, Information Technology, Leadership, Event Planning, Team Building
Education
Seattle Central College 2003 — 2005
AS, Web Development
Houlihan Lokey August 2008 - Present
Melaleuca:The Wellness Company January 2012 - Present
Skills
Technical Support, Networking, Coaching, Customer Service, Strategy, Training, Servers, Computer Hardware, Hardware, Marketing, Project Management, Sales, System Administration, Teaching, Social Media, Call Centers, Management, Public Speaking, Strategic Planning, Recruiting, Call Center, Windows Server, Microsoft Excel, Operating Systems, Active Directory, Citrix, Microsoft Office, Software Installation, Outlook, OS X, Microsoft Word, Help Desk Support, Analysis, Information Technology, Leadership, Event Planning, Team Building
Education
Seattle Central College 2003 — 2005
AS, Web Development
Case Killgore Case Killgore's Houlihan Lokey Experience July 2011 - November 2013
Job Analyst at Lantern Asset Management, LP
Industry Venture Capital & Private Equity
Experience
Lantern Asset Management, LP November 2013 - Present
Houlihan Lokey July 2011 - November 2013
Hayman Woods February 2010 - August 2010
Skills
Capital IQ, Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, LBO, Special Situations, Private Equity, Capital Markets, Due Diligence, DCF, Restructuring, Investments, Finance, Mergers & Acquisitions, Asset Management, Portfolio Management, Equities, Microsoft Excel, Management, PowerPoint, Analysis
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (BBA), Finance with a Specialization in Alternative Asset Management
Lantern Asset Management, LP November 2013 - Present
Houlihan Lokey July 2011 - November 2013
Hayman Woods February 2010 - August 2010
Skills
Capital IQ, Valuation, Financial Modeling, Bloomberg, Investment Banking, Corporate Finance, Financial Analysis, LBO, Special Situations, Private Equity, Capital Markets, Due Diligence, DCF, Restructuring, Investments, Finance, Mergers & Acquisitions, Asset Management, Portfolio Management, Equities, Microsoft Excel, Management, PowerPoint, Analysis
Education
Southern Methodist University 2007 — 2011
Bachelor of Business Administration (BBA), Finance with a Specialization in Alternative Asset Management
Matthew M. Muney's Houlihan Lokey Experience June 2014 - August 2014
Job Student Wake Forest University
Industry Investment Banking
Experience
SunTrust Robinson Humphrey September 2015 - Present
Houlihan Lokey June 2014 - August 2014
Arsenal Capital Partners June 2013 - July 2013
Prudential Connecticut Real Estate January 2011 - July 2011
Education
Wake Forest University
Bachelor of Arts (B.A.), Economics
Saint Louis University 2014 — 2014
SunTrust Robinson Humphrey September 2015 - Present
Houlihan Lokey June 2014 - August 2014
Arsenal Capital Partners June 2013 - July 2013
Prudential Connecticut Real Estate January 2011 - July 2011
Education
Wake Forest University
Bachelor of Arts (B.A.), Economics
Saint Louis University 2014 — 2014
Curt Germany, Jr., CVA's Houlihan Lokey Experience January 2015 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Houlihan Lokey January 2015 - Present
CBIZ Valuation Group, LLC September 2012 - December 2014
Waterview Advisors May 2008 - August 2012
Running Rainbow Floral Supply, LLC 2004 - 2008
Southwest Securities 2000 - 2002
Citigroup Geneva Capital Strategies 1997 - 2000
Fidelity Investments 1993 - 1997
Skills
Certified Valuation..., Securities, Financial Modeling, Equities, Financial Analysis, M&A experience, Corporate Finance, Valuation, Business Valuation, Investment Banking, Due Diligence, Private Equity, Mergers, Investments, Bloomberg, Series 7, Capital Markets, Finance, DCF, IPO, Corporate Development, Financial Structuring, Alternative Investments, Divestitures, Mergers & Acquisitions
Education
Southern Methodist University - Cox School of Business 1995 — 1997
MBA
The University of Texas at Austin 1988 — 1992
BBA, Finance
Veni Dhir's Houlihan Lokey Experience August 2013 - July 2015
Job Associate at J.H. Whitney
Industry Financial Services
Experience
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
Houlihan Lokey August 2013 - July 2015
Morgan Stanley Investment Management June 2012 - July 2013
Stifel Nicolaus June 2011 - August 2011
Barclays Wealth June 2011 - June 2011
PwC February 2009 - April 2009
Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation
Education
University of Virginia 2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics
London School of Economics and Political Science 2010 — 2010
Summer School
Raffles Junior College 2007 — 2008
GCE 'A' levels
William Vorbrich William Vorbrich's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Investment Management Group November 2013 - June 2015
Lakeshore Management June 2014 - September 2014
Lisa M. Dietlin and Associates, Inc. June 2013 - September 2013
Undergraduate Capital Management January 2012 - September 2013
Centro de Capacitacion y Asesoramiento Multidiciplinario June 2012 - August 2012
Ropes Courses Inc June 2011 - August 2011
Skills
Community Outreach, HTML, Analysis, Public Speaking, Leadership, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Editing, Customer Service, Event Planning, Microsoft Word, Strategic Planning, Teamwork, Teaching, Team Leadership
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics, Political Science, Business Institutions, Junior
Houlihan Lokey July 2015 - Present
Investment Management Group November 2013 - June 2015
Lakeshore Management June 2014 - September 2014
Lisa M. Dietlin and Associates, Inc. June 2013 - September 2013
Undergraduate Capital Management January 2012 - September 2013
Centro de Capacitacion y Asesoramiento Multidiciplinario June 2012 - August 2012
Ropes Courses Inc June 2011 - August 2011
Skills
Community Outreach, HTML, Analysis, Public Speaking, Leadership, Research, Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Data Analysis, Editing, Customer Service, Event Planning, Microsoft Word, Strategic Planning, Teamwork, Teaching, Team Leadership
Education
Northwestern University 2011 — 2015
Bachelor's degree, Economics, Political Science, Business Institutions, Junior
Brad Tillett's Houlihan Lokey Experience April 2015 - Present
Job Vice President Financial Advisory at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2015 - Present
Houlihan Lokey July 2012 - Present
SMU Cox School of Business July 2010 - July 2012
Bartlett Cocke General Contractors October 2007 - July 2010
Moorhouse Construction 2004 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Bloomberg, Project Management, Corporate Finance, Microsoft Excel, Finance, Business Valuation, Strategic Planning, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Trinity University 2000 — 2004
Bachelor of Science (BS), Engineering
Houlihan Lokey April 2015 - Present
Houlihan Lokey July 2012 - Present
SMU Cox School of Business July 2010 - July 2012
Bartlett Cocke General Contractors October 2007 - July 2010
Moorhouse Construction 2004 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Bloomberg, Project Management, Corporate Finance, Microsoft Excel, Finance, Business Valuation, Strategic Planning, Microsoft Office
Education
Southern Methodist University - Cox School of Business 2010 — 2012
Master of Business Administration (MBA), Finance
Trinity University 2000 — 2004
Bachelor of Science (BS), Engineering
Jared Mason Jared Mason's Houlihan Lokey Experience 2010 - 2012
Job Senior Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital September 2012 - Present
Houlihan Lokey 2010 - 2012
Perella Weinberg Partners 2009 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Due Diligence, Private Equity, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Asset Management, Restructuring, Bloomberg, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin
BBA, Finance
Peak Rock Capital September 2012 - Present
Houlihan Lokey 2010 - 2012
Perella Weinberg Partners 2009 - 2010
Skills
Financial Modeling, Valuation, Financial Analysis, Finance, Due Diligence, Private Equity, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Asset Management, Restructuring, Bloomberg, LBO
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Texas at Austin
BBA, Finance
Alice Zimbler's Houlihan Lokey Experience 1998 - 2008
Job Office Manager
Industry Financial Services
Experience
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
First Manhattan Co. July 2014 - Present
ZA Architecture April 2014 - July 2014
GCM Grosvenor February 2014 - May 2014
Ross Stores May 2012 - January 2014
Russell Investments July 2008 - May 2012
Houlihan Lokey 1998 - 2008
Salomon Brothers 1985 - 1998
Citibank 1981 - 1985
Skills
Asset Management, Microsoft Excel, Team Management, Microsoft Office, Real Estate, Management, Office Management, Outlook, Microsoft Word, Administrative..., Customer Service, Recruiting, Employee Benefits, Vendor Management, Investments, Human Resources, PowerPoint, Mergers & Acquisitions, Strategic Planning, Event Planning, Performance Management, Access, Team Leadership, Event Management, Office Administration, Talent Management, Team Building, Talent Acquisition, Leadership, Project Management, Employee Relations, Project Planning, Budgets, Onboarding
Education
Queens College 1977 — 1981
BA, Sociology
Lydia Ooghe Lydia Ooghe's Houlihan Lokey Experience April 2012 - May 2013
Job Entertainment Writer/Composer
Industry Entertainment
Experience
Freelance January 2008 - Present
Rivanna Music January 2014 - July 2014
Disney ABC Television Group October 2013 - April 2014
Houlihan Lokey April 2012 - May 2013
JohnSarahJohn November 2010 - December 2011
BrownGreer PLC June 2008 - April 2010
Goldman Sachs May 2007 - May 2008
Tribeca Recording Studio March 2007 - May 2008
Skills
Social Networking, Blogging, Entertainment, Social Media, Comedy Writing, Animation Writing, Music, Songwriting, Singing, Guitar, Comedy, Online Marketing, Final Draft, Garageband, Recording, Video Production, WiX, Live Events, Music Industry, Microsoft Office, Event Management, Outlook, Public Relations, Microsoft Excel, Microsoft Word, Photography, Joomla, HTML, Creative Writing, Television
Education
University of California, Los Angeles 2013 — 2015
Certificate, Marketing with Focus on Social Media and Web Analytics
New York University 2007 — 2007
Audio Production with ProTools
University of Virginia
BA, Drama
University of Virginia School of Continuing and Professional Studies
Marketing
Freelance January 2008 - Present
Rivanna Music January 2014 - July 2014
Disney ABC Television Group October 2013 - April 2014
Houlihan Lokey April 2012 - May 2013
JohnSarahJohn November 2010 - December 2011
BrownGreer PLC June 2008 - April 2010
Goldman Sachs May 2007 - May 2008
Tribeca Recording Studio March 2007 - May 2008
Skills
Social Networking, Blogging, Entertainment, Social Media, Comedy Writing, Animation Writing, Music, Songwriting, Singing, Guitar, Comedy, Online Marketing, Final Draft, Garageband, Recording, Video Production, WiX, Live Events, Music Industry, Microsoft Office, Event Management, Outlook, Public Relations, Microsoft Excel, Microsoft Word, Photography, Joomla, HTML, Creative Writing, Television
Education
University of California, Los Angeles 2013 — 2015
Certificate, Marketing with Focus on Social Media and Web Analytics
New York University 2007 — 2007
Audio Production with ProTools
University of Virginia
BA, Drama
University of Virginia School of Continuing and Professional Studies
Marketing
Angelena Stanley Angelena Stanley's Houlihan Lokey Experience December 2007 - January 2012
Job Executive Assistant at EY
Industry Investment Banking
Experience
EY April 2014 - Present
Ziegler March 2013 - April 2014
SITE Personnel December 2012 - March 2013
Houlihan Lokey December 2007 - January 2012
THE NORTHERN TRUST COMPANY January 2001 - December 2007
BMO Harris Bank January 1998 - January 2001
Bank of America July 1997 - December 1997
Bank of America July 1996 - July 1997
Skills
Outlook, PowerPoint, Excel, Word, Telephone Skills, Conferences, Microsoft Office, Investment Banking, Scheduling, Event Planning, Billing, Event Management, Research, Problem Solving, Writing, Inventory Management, Lotus Notes, Visio, Adobe Acrobat, Kronos Timekeeping, Microsoft Excel, Process Scheduler, Invoicing, Microsoft Office 2007
Education
Roosevelt University 2000 — 2001
Some College, Computer Science
Robert Morris University - Illinois 1997 — 1998
Diploma, Business Administration
EY April 2014 - Present
Ziegler March 2013 - April 2014
SITE Personnel December 2012 - March 2013
Houlihan Lokey December 2007 - January 2012
THE NORTHERN TRUST COMPANY January 2001 - December 2007
BMO Harris Bank January 1998 - January 2001
Bank of America July 1997 - December 1997
Bank of America July 1996 - July 1997
Skills
Outlook, PowerPoint, Excel, Word, Telephone Skills, Conferences, Microsoft Office, Investment Banking, Scheduling, Event Planning, Billing, Event Management, Research, Problem Solving, Writing, Inventory Management, Lotus Notes, Visio, Adobe Acrobat, Kronos Timekeeping, Microsoft Excel, Process Scheduler, Invoicing, Microsoft Office 2007
Education
Roosevelt University 2000 — 2001
Some College, Computer Science
Robert Morris University - Illinois 1997 — 1998
Diploma, Business Administration
Jonathan Lo's Houlihan Lokey Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
UBS July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Teamwork, Event Planning, Teaching, Program Management, Microsoft Word, Analysis, Finance, Market Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Mercer Island High School 2009 — 2012
3.90
Shanghai American School 2006 — 2009
Houlihan Lokey June 2015 - August 2015
Shore Capital Partners September 2014 - December 2014
UBS July 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Social Media, Teamwork, Event Planning, Teaching, Program Management, Microsoft Word, Analysis, Finance, Market Research
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.), Economics
Mercer Island High School 2009 — 2012
3.90
Shanghai American School 2006 — 2009
Rebekah Kilian's Houlihan Lokey Experience April 2005 - December 2008
Job Senior Administrator at Agios Pharmaceuticals
Industry Pharmaceuticals
Experience
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Agios Pharmaceuticals July 2015 - Present
Synageva BioPharma Corp. July 2013 - July 2015
Sun Life Financial February 2010 - July 2013
Stream Global Services February 2009 - October 2009
Houlihan Lokey April 2005 - December 2008
Banc of America Securities January 2003 - April 2005
Skills
Outlook, PowerPoint, Administrative..., Office Management, Lotus Notes, Microsoft Excel, Microsoft Office, Fundraising, Research, Teamwork, Access, Spreadsheets, Microsoft Word, Event Planning, Salesforce.com, Administrative..., Customer Service
Education
Saint Vincent College 1995 — 1999
Sociology
Moultonbough Academy
Carl Ashqar Carl Ashqar's Houlihan Lokey Experience April 2015 - Present
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2015 - Present
Ernst & Young January 2009 - March 2015
Ernst & Young May 2005 - December 2008
Alcan April 2004 - May 2005
Skills
CPA, Accounting, Due Diligence, Mergers, Financial Statement..., Project Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
Master of Science, Accountancy
Queen's University 2001 — 2005
Bachelor, Commerce (B.Comm)
LCC
LCC
LCC
Houlihan Lokey April 2015 - Present
Ernst & Young January 2009 - March 2015
Ernst & Young May 2005 - December 2008
Alcan April 2004 - May 2005
Skills
CPA, Accounting, Due Diligence, Mergers, Financial Statement..., Project Management
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
Master of Science, Accountancy
Queen's University 2001 — 2005
Bachelor, Commerce (B.Comm)
LCC
LCC
LCC
Ryan Sweat Ryan Sweat's Houlihan Lokey Experience May 2008 - August 2008
Job Product Manager and Business Analyst, Yoga Instructor
Industry Computer Software
Experience
Sweat Yoga July 2015 - Present
Frequentz October 2012 - Present
Frequentz October 2013 - November 2014
Earthbound Farm August 2011 - October 2012
Earthbound Farm August 2010 - August 2011
Houlihan Lokey May 2008 - August 2008
Altevers Associates May 2007 - August 2007
Skills
PowerPoint, Project Management, Business Strategy, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Media, Research, Leadership, Microsoft Word, Data Analysis, Customer Service, Outlook, SketchUp, Business Research, Applications..., Yoga, Vinyasa, Pranayama, Photoshop, GIMP
Education
Pepperdine University 2007 — 2010
Bachelor's degree, International Business
Sacred Heart Preparatory 2006 — 2010
High School
ISS- Semester At Sea 2007 — 2007
Yoga Tree!!
Yoga Tree!!
Yoga Tree!!
Sweat Yoga July 2015 - Present
Frequentz October 2012 - Present
Frequentz October 2013 - November 2014
Earthbound Farm August 2011 - October 2012
Earthbound Farm August 2010 - August 2011
Houlihan Lokey May 2008 - August 2008
Altevers Associates May 2007 - August 2007
Skills
PowerPoint, Project Management, Business Strategy, Social Media Marketing, Microsoft Excel, Microsoft Office, Social Media, Research, Leadership, Microsoft Word, Data Analysis, Customer Service, Outlook, SketchUp, Business Research, Applications..., Yoga, Vinyasa, Pranayama, Photoshop, GIMP
Education
Pepperdine University 2007 — 2010
Bachelor's degree, International Business
Sacred Heart Preparatory 2006 — 2010
High School
ISS- Semester At Sea 2007 — 2007
Yoga Tree!!
Yoga Tree!!
Yoga Tree!!
Simon Petrie Simon Petrie's Houlihan Lokey Experience 2001 - 2007
Job Training Manager at Irell & Manella LLP
Industry Law Practice
Experience
Irell & Manella LLP March 2014 - Present
Irell & Manella January 2011 - March 2014
Irell & Manella January 2010 - December 2010
Irell & Manella June 2007 - December 2009
Houlihan Lokey 2001 - 2007
Morgan Stanley 1998 - 2000
Skills
Adobe Acrobat, Outlook, MIcrosoft Certified..., Microsoft Certified..., Microsoft Office..., DISC, Microsoft Word, Microsoft Excel, PowerPoint, Captivate, Voice Over, Windows, Project Management, Training, Leadership, Public Speaking, Social Media, Management, Customer Service, SharePoint, Event Planning, Microsoft Office, E-Learning
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master of Arts in Learning Technologies, 4.0
Santa Monica College 2008 — 2010
Certificate, Computer Science
Skidmore College 1991 — 1995
BS, Theatre
Irell & Manella LLP March 2014 - Present
Irell & Manella January 2011 - March 2014
Irell & Manella January 2010 - December 2010
Irell & Manella June 2007 - December 2009
Houlihan Lokey 2001 - 2007
Morgan Stanley 1998 - 2000
Skills
Adobe Acrobat, Outlook, MIcrosoft Certified..., Microsoft Certified..., Microsoft Office..., DISC, Microsoft Word, Microsoft Excel, PowerPoint, Captivate, Voice Over, Windows, Project Management, Training, Leadership, Public Speaking, Social Media, Management, Customer Service, SharePoint, Event Planning, Microsoft Office, E-Learning
Education
Pepperdine University Graduate School of Education and Psychology 2014 — 2015
Master of Arts in Learning Technologies, 4.0
Santa Monica College 2008 — 2010
Certificate, Computer Science
Skidmore College 1991 — 1995
BS, Theatre
Neset Pirkul Neset Pirkul's Houlihan Lokey Experience June 2005 - July 2009
Job Principal at Cedar Springs Capital
Industry Venture Capital & Private Equity
Experience
Cedar Springs Capital January 2015 - Present
Greenhill Cogent April 2011 - September 2014
KPR Capital 2009 - 2011
Houlihan Lokey June 2005 - July 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Venture Capital, Hedge Funds, Corporate Finance, Due Diligence, Derivatives, M&A experience, Asset Managment, Alternative Investments, Corporate Development, Mergers & Acquisitions, LBO, Asset Management, Investments
Education
Princeton University 2001 — 2005
B.S.E., Operations Research & Financial Engineering
Cedar Springs Capital January 2015 - Present
Greenhill Cogent April 2011 - September 2014
KPR Capital 2009 - 2011
Houlihan Lokey June 2005 - July 2009
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Venture Capital, Hedge Funds, Corporate Finance, Due Diligence, Derivatives, M&A experience, Asset Managment, Alternative Investments, Corporate Development, Mergers & Acquisitions, LBO, Asset Management, Investments
Education
Princeton University 2001 — 2005
B.S.E., Operations Research & Financial Engineering
Christopher Selbo Christopher Selbo's Houlihan Lokey Experience August 2010 - June 2011
Job Associate at KDC Real Estate Development & Investments
Industry Commercial Real Estate
Experience
KDC Real Estate Development & Investments January 2015 - Present
HFF June 2011 - January 2015
Houlihan Lokey August 2010 - June 2011
Transwestern September 2009 - April 2010
KDC Real Estate Development & Investments February 2009 - August 2009
Spencer Stuart May 2008 - August 2008
Education
Southern Methodist University 2006 — 2010
BBA, Finance
KDC Real Estate Development & Investments January 2015 - Present
HFF June 2011 - January 2015
Houlihan Lokey August 2010 - June 2011
Transwestern September 2009 - April 2010
KDC Real Estate Development & Investments February 2009 - August 2009
Spencer Stuart May 2008 - August 2008
Education
Southern Methodist University 2006 — 2010
BBA, Finance
Jeff Goodman Jeff Goodman's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Northwestern Business Review January 2013 - March 2015
Wildcat Exchange September 2012 - September 2014
Capricorn Healthcare & Special Opportunities June 2014 - August 2014
Eco Trip Transportation August 2009 - June 2014
Houlihan Lokey June 2013 - August 2013
Skills
Business Development, PowerPoint, Microsoft Excel, Data Analysis, Computer Proficiency, Social Media, Event Planning, Photoshop, Microsoft Office, Microsoft Word, Video Editing, Social Media Marketing, Facebook, Marketing, Public Speaking, Social Networking, Research
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics and Philosophy
Stevenson School 2007 — 2011
Houlihan Lokey July 2015 - Present
Northwestern Business Review January 2013 - March 2015
Wildcat Exchange September 2012 - September 2014
Capricorn Healthcare & Special Opportunities June 2014 - August 2014
Eco Trip Transportation August 2009 - June 2014
Houlihan Lokey June 2013 - August 2013
Skills
Business Development, PowerPoint, Microsoft Excel, Data Analysis, Computer Proficiency, Social Media, Event Planning, Photoshop, Microsoft Office, Microsoft Word, Video Editing, Social Media Marketing, Facebook, Marketing, Public Speaking, Social Networking, Research
Education
Northwestern University 2011 — 2015
Bachelor of Arts (BA), Economics and Philosophy
Stevenson School 2007 — 2011
Jonathan Scherzer Jonathan Scherzer's Houlihan Lokey Experience June 2014 - August 2014
Job Analyst at Qatalyst Partners
Industry Investment Banking
Experience
Qatalyst Partners June 2015 - Present
Houlihan Lokey June 2014 - August 2014
Campus Solutions Storage and Shipping Co. January 2012 - August 2014
AccuVal-LiquiTec June 2013 - August 2013
Skills
Microsoft Excel, Applied Mathematics, Business Strategy, Financial Modeling, Investment Banking, Data Analysis, Teamwork, Leadership
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Mathematical Methods in Social Sciences (MMSS), Summa Cum Laude
The Hong Kong University of Science and Technology 2013 — 2013
Chinese Studies
Ramaz Upper School 2007 — 2011
The Heschel School 1998 — 2007
Qatalyst Partners June 2015 - Present
Houlihan Lokey June 2014 - August 2014
Campus Solutions Storage and Shipping Co. January 2012 - August 2014
AccuVal-LiquiTec June 2013 - August 2013
Skills
Microsoft Excel, Applied Mathematics, Business Strategy, Financial Modeling, Investment Banking, Data Analysis, Teamwork, Leadership
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Mathematical Methods in Social Sciences (MMSS), Summa Cum Laude
The Hong Kong University of Science and Technology 2013 — 2013
Chinese Studies
Ramaz Upper School 2007 — 2011
The Heschel School 1998 — 2007
Florelisa De Jesus's Houlihan Lokey Experience July 2015 - Present
Job Senior Administrative Assistant at Houlihan Lokey
Industry Law Practice
Experience
Houlihan Lokey July 2015 - Present
Model Management Group (MMG) January 2005 - Present
AXA Advisors February 2014 - July 2015
NYKB June 2013 - February 2014
Weitz & Luxenberg Defective Hip Lawyers April 2012 - July 2013
Jean Georges' Mercer Kitchen January 2011 - January 2012
Hidrock Realty Inc. January 2011 - August 2011
Corporal Kennedy Cleaners April 2008 - January 2011
Anne Bowen February 2009 - January 2010
Skills
Blogging, Marketing, Advertising, Outlook, Microsoft Excel, Fashion, Research, Budgets, Accounts Payable, Acting, Beauty Industry, Entertainment, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Public Relations, Social Skills, English, Spanish-speaking, Translation, Microsoft Word, Event Management, Social Media Marketing, PowerPoint, Photoshop, Television, Adobe Creative Suite, Microsoft Office, Administrative...
Education
Queens College 2009 — 2010
Political Science and Government
St. John's University 2005 — 2007
Communication and Media Studies
Houlihan Lokey July 2015 - Present
Model Management Group (MMG) January 2005 - Present
AXA Advisors February 2014 - July 2015
NYKB June 2013 - February 2014
Weitz & Luxenberg Defective Hip Lawyers April 2012 - July 2013
Jean Georges' Mercer Kitchen January 2011 - January 2012
Hidrock Realty Inc. January 2011 - August 2011
Corporal Kennedy Cleaners April 2008 - January 2011
Anne Bowen February 2009 - January 2010
Skills
Blogging, Marketing, Advertising, Outlook, Microsoft Excel, Fashion, Research, Budgets, Accounts Payable, Acting, Beauty Industry, Entertainment, Social Media, Facebook, Social Networking, Teamwork, Public Speaking, Public Relations, Social Skills, English, Spanish-speaking, Translation, Microsoft Word, Event Management, Social Media Marketing, PowerPoint, Photoshop, Television, Adobe Creative Suite, Microsoft Office, Administrative...
Education
Queens College 2009 — 2010
Political Science and Government
St. John's University 2005 — 2007
Communication and Media Studies
Dong Choi's Houlihan Lokey Experience 1999 - 2001
Job Financial Advisor, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley 2003 - February 2012
Shoreline Pacific 2001 - 2002
Houlihan Lokey 1999 - 2001
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley 2003 - February 2012
Shoreline Pacific 2001 - 2002
Houlihan Lokey 1999 - 2001
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Amanda Nichols's Houlihan Lokey Experience September 2010 - May 2013
Job Executive Assistant at Clearsight Advisors
Industry Investment Banking
Experience
Clearsight Advisors June 2013 - Present
Houlihan Lokey September 2010 - May 2013
Federal Emergency Management Agency May 2009 - September 2010
Agilis International March 2008 - May 2009
American Red Cross January 2007 - May 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Travel Planning, Appointment Scheduling, Events Coordination, Management, Heavy Calendaring, Cold Calling, Interpersonal..., Communication, Event Planning, Corporate Recruiting, Multitasking Skills, Communication Skills, Sales Logix, Phone Etiquette, Problem Solving, Email Clients, Google Calendar, Travel Management, Salesforce.com, Oracle CRM
Education
Radford University 2003 — 2007
Bachelor of Science (B.S.), Communication, Public Relations
Clearsight Advisors June 2013 - Present
Houlihan Lokey September 2010 - May 2013
Federal Emergency Management Agency May 2009 - September 2010
Agilis International March 2008 - May 2009
American Red Cross January 2007 - May 2007
Skills
PowerPoint, Microsoft Office, Customer Service, Travel Planning, Appointment Scheduling, Events Coordination, Management, Heavy Calendaring, Cold Calling, Interpersonal..., Communication, Event Planning, Corporate Recruiting, Multitasking Skills, Communication Skills, Sales Logix, Phone Etiquette, Problem Solving, Email Clients, Google Calendar, Travel Management, Salesforce.com, Oracle CRM
Education
Radford University 2003 — 2007
Bachelor of Science (B.S.), Communication, Public Relations
James D. JD Golden James D. JD Golden's Houlihan Lokey Experience 1991 - 1996
Job DOMAIN COMMUNITIES Real Estate Investments
Industry Real Estate
Experience
DOMAIN COMMUNITIES - Real Estate Investments 1998 - Present
Houlihan Lokey 1991 - 1996
Skills
REO, Real Estate, Creative Real Estate..., Investments, Asset Management, Private Equity, Finance, Investment Banking, Securities, Commercial Real Estate, Management, Contract Negotiation, Real Estate Transactions, Due Diligence, Disposition, Dispositions, Real Estate Economics
Education
Oklahoma City University 1979 — 1982
Doctor of Law (J.D.)
Oklahoma City University
Bachelor of Arts (B.A.), Political Science
DOMAIN COMMUNITIES - Real Estate Investments 1998 - Present
Houlihan Lokey 1991 - 1996
Skills
REO, Real Estate, Creative Real Estate..., Investments, Asset Management, Private Equity, Finance, Investment Banking, Securities, Commercial Real Estate, Management, Contract Negotiation, Real Estate Transactions, Due Diligence, Disposition, Dispositions, Real Estate Economics
Education
Oklahoma City University 1979 — 1982
Doctor of Law (J.D.)
Oklahoma City University
Bachelor of Arts (B.A.), Political Science
Ryan Wolfe Ryan Wolfe's Houlihan Lokey Experience January 2012 - October 2012
Job Senior Associate at glendonTodd Capital
Industry Venture Capital & Private Equity
Experience
glendonTodd Capital LLC September 2013 - Present
SAMCO Capital Markets April 2013 - February 2014
Hotel Akumal Caribe October 2012 - April 2013
Houlihan Lokey January 2012 - October 2012
glendonTodd Capital LLC May 2011 - December 2011
Texas Security Bank June 2010 - May 2011
Skills
PowerPoint, HTML, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Microsoft Word, Healthcare Industry, Technology, Hospitality Industry, Estate Planning, Private Equity, Real Estate, Revenue Cycle Management, Valuation, Corporate Finance, Investment Banking, Equity Research, Market Research, Trading, Portfolio Management, Investments, Alternative Investments, Credit Risk, Credit Analysis, Factiva, IntraLinks, Equity Derivatives, Thompson One, Computer Hardware, Bloomberg Terminal, DCF, LBO, Mergers, Due Diligence, Corporate Development, Equity Valuation, Financial Analysis, Economics, Restructuring, Commercial Lending, Loans, Buy-side, Structured Finance, Financial Structuring, Sell Side, Capital Structure, Debt Restructuring, Special Situations, Finance
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BA, BS, Finance (3.98 GPA) with an emphasis in Accounting, Economics
glendonTodd Capital LLC September 2013 - Present
SAMCO Capital Markets April 2013 - February 2014
Hotel Akumal Caribe October 2012 - April 2013
Houlihan Lokey January 2012 - October 2012
glendonTodd Capital LLC May 2011 - December 2011
Texas Security Bank June 2010 - May 2011
Skills
PowerPoint, HTML, Bloomberg, Capital IQ, Financial Modeling, Microsoft Excel, Microsoft Word, Healthcare Industry, Technology, Hospitality Industry, Estate Planning, Private Equity, Real Estate, Revenue Cycle Management, Valuation, Corporate Finance, Investment Banking, Equity Research, Market Research, Trading, Portfolio Management, Investments, Alternative Investments, Credit Risk, Credit Analysis, Factiva, IntraLinks, Equity Derivatives, Thompson One, Computer Hardware, Bloomberg Terminal, DCF, LBO, Mergers, Due Diligence, Corporate Development, Equity Valuation, Financial Analysis, Economics, Restructuring, Commercial Lending, Loans, Buy-side, Structured Finance, Financial Structuring, Sell Side, Capital Structure, Debt Restructuring, Special Situations, Finance
Education
Southern Methodist University - Cox School of Business 2008 — 2012
BA, BS, Finance (3.98 GPA) with an emphasis in Accounting, Economics
Jason Yu Jason Yu's Houlihan Lokey Experience June 2014 - August 2014
Job Student at Princeton University
Industry Higher Education
Experience
The Boston Consulting Group June 2015 - August 2015
Houlihan Lokey June 2014 - August 2014
Identified (Acquired by Workday) June 2013 - August 2013
The Junior Statesmen Foundation April 2011 - June 2012
Skills
Marketing Strategy, Microsoft Excel, Economics, Politics, Marketing, JavaScript, R, Financial Accounting, HTML, CSS, Marketo, Advertising, Java, Management, Research, Public Speaking, Social Media, Microsoft Office, PowerPoint
Education
Princeton University 2012 — 2016
The Boston Consulting Group June 2015 - August 2015
Houlihan Lokey June 2014 - August 2014
Identified (Acquired by Workday) June 2013 - August 2013
The Junior Statesmen Foundation April 2011 - June 2012
Skills
Marketing Strategy, Microsoft Excel, Economics, Politics, Marketing, JavaScript, R, Financial Accounting, HTML, CSS, Marketo, Advertising, Java, Management, Research, Public Speaking, Social Media, Microsoft Office, PowerPoint
Education
Princeton University 2012 — 2016
J.C. Wetzel J.C. Wetzel's Houlihan Lokey Experience July 2011 - August 2013
Job Associate at Wind Point Partners
Industry Investment Banking
Experience
Wind Point Partners August 2013 - Present
Houlihan Lokey July 2011 - August 2013
Houlihan Lokey June 2010 - August 2010
Skills
Fluent in German
Education
The University of Chicago Booth School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
Bachelor of Arts, Mathematics, Economics, German, Kellogg Undergraduate Certificate
Wind Point Partners August 2013 - Present
Houlihan Lokey July 2011 - August 2013
Houlihan Lokey June 2010 - August 2010
Skills
Fluent in German
Education
The University of Chicago Booth School of Business 2015 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2007 — 2011
Bachelor of Arts, Mathematics, Economics, German, Kellogg Undergraduate Certificate
Daniel Magliocco's Houlihan Lokey Experience July 2015 - Present
Job TMT Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
MESA July 2012 - July 2015
Yale School of Management August 2010 - July 2012
MESA June 2011 - August 2011
The Williamsburg Charter High School September 2009 - June 2010
New York City Teaching Fellows August 2006 - June 2009
Skills
Strategy, Start-ups, Digital Media, Business Development, Financial Modeling, Valuation, Entrepreneurship, Venture Capital, Business Strategy, Due Diligence
Education
Yale University - Yale School of Management 2010 — 2012
MBA
Northwestern University 2002 — 2006
BA
Houlihan Lokey July 2015 - Present
MESA July 2012 - July 2015
Yale School of Management August 2010 - July 2012
MESA June 2011 - August 2011
The Williamsburg Charter High School September 2009 - June 2010
New York City Teaching Fellows August 2006 - June 2009
Skills
Strategy, Start-ups, Digital Media, Business Development, Financial Modeling, Valuation, Entrepreneurship, Venture Capital, Business Strategy, Due Diligence
Education
Yale University - Yale School of Management 2010 — 2012
MBA
Northwestern University 2002 — 2006
BA
Allison Wylie Allison Wylie's Houlihan Lokey Experience June 2005 - July 2006
Job VP of Finance Amherst Holdings, LLC
Industry Financial Services
Experience
Amherst Holdings, LLC August 2015 - Present
ORIX Americas March 2014 - July 2015
ORIX Americas February 2011 - March 2014
SRP Medical The Staubach Company September 2007 - December 2010
Banc of America Securities August 2006 - September 2007
Houlihan Lokey June 2005 - July 2006
Luther King Capital Management December 2003 - May 2005
Skills
Real Estate Development, Real Estate Financing, Alternative Investments, Valuation, Finance, Investment Banking, Private Equity, Capital Markets, Venture Capital, Strategy, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Healthcare Real Estate
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Strategy
Texas Christian University - M.J. Neeley School of Business 2000 — 2005
BBA, Finance, Minor: Accounting, Magna Cum Laude
Amherst Holdings, LLC August 2015 - Present
ORIX Americas March 2014 - July 2015
ORIX Americas February 2011 - March 2014
SRP Medical The Staubach Company September 2007 - December 2010
Banc of America Securities August 2006 - September 2007
Houlihan Lokey June 2005 - July 2006
Luther King Capital Management December 2003 - May 2005
Skills
Real Estate Development, Real Estate Financing, Alternative Investments, Valuation, Finance, Investment Banking, Private Equity, Capital Markets, Venture Capital, Strategy, Financial Modeling, Hedge Funds, Equity Research, Portfolio Management, Corporate Finance, Financial Analysis, Healthcare Real Estate
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Strategy
Texas Christian University - M.J. Neeley School of Business 2000 — 2005
BBA, Finance, Minor: Accounting, Magna Cum Laude
C. Matthew Allen C. Matthew Allen's Houlihan Lokey Experience January 2013 - May 2013
Job Managing Director at Western Financial Corporation
Industry Investment Banking
Experience
Western Financial Corporation June 2013 - Present
Houlihan Lokey January 2013 - May 2013
Milestone Advisors August 2006 - December 2012
Hoefer & Arnett, Inc. 2000 - 2006
Hovde Financial 1996 - 2000
Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Old Dominion University 1986 — 1989
BS, Biochemistry
Western Financial Corporation June 2013 - Present
Houlihan Lokey January 2013 - May 2013
Milestone Advisors August 2006 - December 2012
Hoefer & Arnett, Inc. 2000 - 2006
Hovde Financial 1996 - 2000
Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions
Education
The College of William and Mary - The Mason School of Business 1994 — 1996
MBA, Finance
Old Dominion University 1986 — 1989
BS, Biochemistry
Frances Rossi Frances Rossi's Houlihan Lokey Experience July 2010 - June 2012
Job Executive Assistant
Industry Executive Office
Experience
Goldman Sachs March 2014 - Present
St Timothy School August 2012 - March 2014
Houlihan Lokey July 2010 - June 2012
Black Canyon Capital March 2008 - January 2010
Glaser Weil Fink Jacobs Howard Avchen & Shapiro LLP August 2004 - December 2007
NBC Universal June 1996 - June 2004
The Catania Group April 1995 - May 1996
StrataCom, Inc. February 1994 - March 1995
Skills
Event Management, Outlook, Administrative Support, Office Management, PowerPoint, Event Planning, Word, Excel, Writing, Microsoft Office, Social Media, Editing, Scheduling, Administrative..., Management, Data Entry, Microsoft Excel, Fundraising, Microsoft Word, Office Administration, Social Networking, Budgets, Nonprofits, Marketing
Education
San Jose State University 1985 — 1990
Bachelor of Arts, Music
Goldman Sachs March 2014 - Present
St Timothy School August 2012 - March 2014
Houlihan Lokey July 2010 - June 2012
Black Canyon Capital March 2008 - January 2010
Glaser Weil Fink Jacobs Howard Avchen & Shapiro LLP August 2004 - December 2007
NBC Universal June 1996 - June 2004
The Catania Group April 1995 - May 1996
StrataCom, Inc. February 1994 - March 1995
Skills
Event Management, Outlook, Administrative Support, Office Management, PowerPoint, Event Planning, Word, Excel, Writing, Microsoft Office, Social Media, Editing, Scheduling, Administrative..., Management, Data Entry, Microsoft Excel, Fundraising, Microsoft Word, Office Administration, Social Networking, Budgets, Nonprofits, Marketing
Education
San Jose State University 1985 — 1990
Bachelor of Arts, Music
Debo Adesina's Houlihan Lokey Experience November 2014 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2014 - Present
DLA Piper April 2014 - November 2014
Akin Gump Strauss Hauer & Feld LLP September 2009 - March 2014
Sabre Holdings 2005 - 2006
Deloitte & Touche 2002 - 2005
PricewaterhouseCoopers 2001 - 2002
Skills
Mergers & Acquisitions, Corporate Law, Corporate Governance, Private Equity, Restructuring, Venture Capital, Financial Modeling, Corporate Finance, Investment Banking, Business Transactions
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor, Law
Purdue University 1996 — 2000
B.A., Accounting/Finance
Nigerian Navy
Houlihan Lokey November 2014 - Present
DLA Piper April 2014 - November 2014
Akin Gump Strauss Hauer & Feld LLP September 2009 - March 2014
Sabre Holdings 2005 - 2006
Deloitte & Touche 2002 - 2005
PricewaterhouseCoopers 2001 - 2002
Skills
Mergers & Acquisitions, Corporate Law, Corporate Governance, Private Equity, Restructuring, Venture Capital, Financial Modeling, Corporate Finance, Investment Banking, Business Transactions
Education
University of Virginia School of Law 2006 — 2009
Juris Doctor, Law
Purdue University 1996 — 2000
B.A., Accounting/Finance
Nigerian Navy
Hal Byer Hal Byer's Houlihan Lokey Experience 2009 - Present
Job Director at Houlihan Lokey Capital
Industry Investment Banking
Experience
Houlihan Lokey Capital April 2013 - Present
Houlihan Lokey 2009 - Present
Houlihan Lokey 2009 - 2010
Libra Securities May 2001 - November 2009
Byer Management Co. June 1979 - May 2003
eGreatcause.com January 1999 - May 2001
Education
Rider University 1975 — 1979
Houlihan Lokey Capital April 2013 - Present
Houlihan Lokey 2009 - Present
Houlihan Lokey 2009 - 2010
Libra Securities May 2001 - November 2009
Byer Management Co. June 1979 - May 2003
eGreatcause.com January 1999 - May 2001
Education
Rider University 1975 — 1979
Eric Batis Eric Batis's Houlihan Lokey Experience April 2011 - December 2013
Job Vice President of Capital Management at Ashford Hospitality Trust
Industry Real Estate
Experience
Ashford Hospitality Trust December 2013 - Present
Houlihan Lokey April 2011 - December 2013
Houlihan Lokey February 2010 - April 2011
Integra Realty Resources January 2008 - March 2010
McNeel, Weissler & Associates, Inc. January 2006 - December 2007
Skills
Real Estate, Real Estate Valuation, Argus Modeling, Financial Modeling, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate, Valuation, Appraisals, Real Estate Economics, Due Diligence, Financial Analysis, Finance, Asset Management, Investments, Portfolio Management, Acquisitions, Mergers & Acquisitions, Financial Reporting, Leadership
Education
Northwestern University 2001 — 2005
BA, Political Science, Philosophy
Central Catholic High School 1997 — 2001
Ashford Hospitality Trust December 2013 - Present
Houlihan Lokey April 2011 - December 2013
Houlihan Lokey February 2010 - April 2011
Integra Realty Resources January 2008 - March 2010
McNeel, Weissler & Associates, Inc. January 2006 - December 2007
Skills
Real Estate, Real Estate Valuation, Argus Modeling, Financial Modeling, Commercial Real Estate..., Commercial Real Estate..., Commercial Real Estate, Valuation, Appraisals, Real Estate Economics, Due Diligence, Financial Analysis, Finance, Asset Management, Investments, Portfolio Management, Acquisitions, Mergers & Acquisitions, Financial Reporting, Leadership
Education
Northwestern University 2001 — 2005
BA, Political Science, Philosophy
Central Catholic High School 1997 — 2001
Suzanne Brindise Suzanne Brindise's Houlihan Lokey Experience July 2009 - July 2011
Job Law Clerk at 10th Circuit Court of Appeals
Industry Law Practice
Experience
10th Circuit Court of Appeals September 2014 - Present
Houlihan Lokey July 2009 - July 2011
Houlihan Lokey June 2008 - August 2008
PepsiCo June 2006 - August 2006
Skills
Financial Modeling
Education
Northwestern University School of Law 2011 — 2014
Juris Doctorate
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance and Accounting
10th Circuit Court of Appeals September 2014 - Present
Houlihan Lokey July 2009 - July 2011
Houlihan Lokey June 2008 - August 2008
PepsiCo June 2006 - August 2006
Skills
Financial Modeling
Education
Northwestern University School of Law 2011 — 2014
Juris Doctorate
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Finance and Accounting
Robert Schriesheim Robert Schriesheim's Houlihan Lokey Experience August 2015 - Present
Job CFO Sears Holdings Corp./Public Company Board Director
Industry Information Technology and Services
Experience
Houlihan Lokey August 2015 - Present
NII Holdings, Inc. August 2015 - Present
Sears Holdings Corporation August 2011 - Present
Skyworks Solutions, Inc. March 2006 - Present
First Advantage July 2012 - Present
Lawson Software May 2006 - July 2011
Hewitt Associates January 2010 - October 2010
Georgia Gulf Corporation September 2009 - January 2010
MSC Software December 2007 - October 2009
Dobson Communications February 2004 - December 2007
Skills
Mergers & Acquisitions, Venture Capital, Restructuring, Private Equity, Finance, Financial Services, Corporate Development, Management, Telecommunications, Outsourcing, Strategic Planning, Leadership, Start-ups, Mergers, Information Technology, Enterprise Software, Semiconductor Industry, Multi-channel Retail, International, Global Management, Board of Directors, Capital Markets
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Business Economics and Finance
Princeton University 1978 — 1982
AB, Chemistry
The Pingry School 1971 — 1978
Houlihan Lokey August 2015 - Present
NII Holdings, Inc. August 2015 - Present
Sears Holdings Corporation August 2011 - Present
Skyworks Solutions, Inc. March 2006 - Present
First Advantage July 2012 - Present
Lawson Software May 2006 - July 2011
Hewitt Associates January 2010 - October 2010
Georgia Gulf Corporation September 2009 - January 2010
MSC Software December 2007 - October 2009
Dobson Communications February 2004 - December 2007
Skills
Mergers & Acquisitions, Venture Capital, Restructuring, Private Equity, Finance, Financial Services, Corporate Development, Management, Telecommunications, Outsourcing, Strategic Planning, Leadership, Start-ups, Mergers, Information Technology, Enterprise Software, Semiconductor Industry, Multi-channel Retail, International, Global Management, Board of Directors, Capital Markets
Education
The University of Chicago Booth School of Business 1984 — 1986
MBA, Business Economics and Finance
Princeton University 1978 — 1982
AB, Chemistry
The Pingry School 1971 — 1978
Andreea Popa's Houlihan Lokey Experience 2009 - 2013
Job Director of Marketing & Communications
Industry Investment Banking
Experience
Intrepid Investment Bankers May 2014 - Present
Bolour Associates 2013 - 2014
Houlihan Lokey 2009 - 2013
Standard & Poor's 2000 - 2008
Wall Street Source 1999 - 2000
Skills
Capital Markets, Journalism, Financial Modeling, Structured Finance, Creative Writing, Editing, Fixed Income, Newsletters, Financial Markets, Securities, Emerging Markets, Structured Products, Due Diligence, Investment Banking, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Derivatives, Private Equity, Financial Services, Asset Management, Valuation, Portfolio Management, Media Relations, Equity Research, Investments, Equities, Corporate Development, Series 63, Capital IQ, Internal Communications, Corporate Communications, Public Relations, Strategic Communications, Business Development, Bloomberg Terminal
Education
New York University 1995 — 1999
B.A., Broadcast Journalism & Political Science
University of California, Los Angeles
Wesleyan University
Creative Writing
Intrepid Investment Bankers May 2014 - Present
Bolour Associates 2013 - 2014
Houlihan Lokey 2009 - 2013
Standard & Poor's 2000 - 2008
Wall Street Source 1999 - 2000
Skills
Capital Markets, Journalism, Financial Modeling, Structured Finance, Creative Writing, Editing, Fixed Income, Newsletters, Financial Markets, Securities, Emerging Markets, Structured Products, Due Diligence, Investment Banking, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Derivatives, Private Equity, Financial Services, Asset Management, Valuation, Portfolio Management, Media Relations, Equity Research, Investments, Equities, Corporate Development, Series 63, Capital IQ, Internal Communications, Corporate Communications, Public Relations, Strategic Communications, Business Development, Bloomberg Terminal
Education
New York University 1995 — 1999
B.A., Broadcast Journalism & Political Science
University of California, Los Angeles
Wesleyan University
Creative Writing
Jennifer Davidson's Houlihan Lokey Experience July 2002 - October 2002
Job
Industry Accounting
Experience
McGladrey December 2011 - Present
Mesirow Financial Consulting, LLC June 2010 - August 2011
KPMG October 2007 - October 2009
Navigant Consulting February 2005 - September 2007
Deloitte October 2002 - February 2005
Houlihan Lokey July 2002 - October 2002
Arthur Andersen & Co. January 1999 - July 2002
Spelling Entertainment Group, Inc. July 1997 - January 1999
Skills
Litigation Support, Business Valuation, Valuation, Private Equity, Mergers, Financial Reporting, Debt, Intangible Assets, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Equities, Finance, Forensic Accounting, Mergers, Accounting, Internal Controls, Management
Education
Southern Methodist University 1993 — 1997
BBA
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
McGladrey December 2011 - Present
Mesirow Financial Consulting, LLC June 2010 - August 2011
KPMG October 2007 - October 2009
Navigant Consulting February 2005 - September 2007
Deloitte October 2002 - February 2005
Houlihan Lokey July 2002 - October 2002
Arthur Andersen & Co. January 1999 - July 2002
Spelling Entertainment Group, Inc. July 1997 - January 1999
Skills
Litigation Support, Business Valuation, Valuation, Private Equity, Mergers, Financial Reporting, Debt, Intangible Assets, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Equities, Finance, Forensic Accounting, Mergers, Accounting, Internal Controls, Management
Education
Southern Methodist University 1993 — 1997
BBA
Southern Methodist University - Cox School of Business 1993 — 1997
BBA
David Friedman's Houlihan Lokey Experience September 2006 - July 2007
Job Vice President at Silver Oak Services Partners
Industry Venture Capital & Private Equity
Experience
Silver Oak Services Partners, LLC June 2013 - Present
Bain & Company September 2011 - June 2013
Cleveland HeartLab, LLC April 2011 - September 2011
Bain & Company June 2010 - August 2010
Silver Oak Services Partners, LLC July 2007 - June 2009
Houlihan Lokey September 2006 - July 2007
KeyBanc Capital Markets July 2005 - September 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Strategy and Marketing
Ohio University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Silver Oak Services Partners, LLC June 2013 - Present
Bain & Company September 2011 - June 2013
Cleveland HeartLab, LLC April 2011 - September 2011
Bain & Company June 2010 - August 2010
Silver Oak Services Partners, LLC July 2007 - June 2009
Houlihan Lokey September 2006 - July 2007
KeyBanc Capital Markets July 2005 - September 2006
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration (M.B.A.), Finance, Strategy and Marketing
Ohio University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Geoffrey Coutts's Houlihan Lokey Experience 2008 - Present
Job Senior Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2008 - Present
Ernst & Young August 2003 - June 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Restructuring, Due Diligence, Corporate Finance, Corporate Development, Capital Markets, Mergers & Acquisitions, Private Equity, LBO, Business Valuation, Leveraged Finance, Finance
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
Houlihan Lokey 2008 - Present
Ernst & Young August 2003 - June 2007
Skills
Financial Modeling, Valuation, Investment Banking, Financial Restructuring, Due Diligence, Corporate Finance, Corporate Development, Capital Markets, Mergers & Acquisitions, Private Equity, LBO, Business Valuation, Leveraged Finance, Finance
Education
Northwestern University - Kellogg School of Management
MBA, Finance
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
David Muson's Houlihan Lokey Experience 2010 - March 2011
Job at Synergy HomeCare of Manhattan and Hudson County
Industry Financial Services
Experience
Synergy HomeCare of Manhattan and Hudson County January 2011 - Present
Houlihan Lokey 2010 - March 2011
BNP Paribas 2004 - 2010
Skills
Private Equity, Corporate Finance, Healthcare, Corporate Development, Start-ups, Home Care, Financial Modeling, Venture Capital, Executive Management, Entrepreneurship, Management, Marketing Strategy, Elder Care, Mergers & Acquisitions, Strategy, Business Development, Business Planning, Strategic Partnerships, Management Consulting, Competitive Analysis, Business Strategy, New Business Development, Acquisition Integration, Strategic Planning, Small Business, Cross-functional Team..., Finance, P&L Management, Due Diligence, Leadership, Contract Negotiation, Strategic Financial..., Restructuring
Education
Northwestern University
B.S., Chemical Engineering
University of Michigan - Stephen M. Ross School of Business
M.B.A., Finance and Corporate Strategy
Synergy HomeCare of Manhattan and Hudson County January 2011 - Present
Houlihan Lokey 2010 - March 2011
BNP Paribas 2004 - 2010
Skills
Private Equity, Corporate Finance, Healthcare, Corporate Development, Start-ups, Home Care, Financial Modeling, Venture Capital, Executive Management, Entrepreneurship, Management, Marketing Strategy, Elder Care, Mergers & Acquisitions, Strategy, Business Development, Business Planning, Strategic Partnerships, Management Consulting, Competitive Analysis, Business Strategy, New Business Development, Acquisition Integration, Strategic Planning, Small Business, Cross-functional Team..., Finance, P&L Management, Due Diligence, Leadership, Contract Negotiation, Strategic Financial..., Restructuring
Education
Northwestern University
B.S., Chemical Engineering
University of Michigan - Stephen M. Ross School of Business
M.B.A., Finance and Corporate Strategy
Marlon Carredano's Houlihan Lokey Experience May 2007 - June 2012
Job A/P Coordinator at Cornerstone OnDemand
Industry Accounting
Experience
Cornerstone OnDemand June 2013 - Present
Roll Global 2015 - 2015
JRK Property Holdings 2012 - 2013
Houlihan Lokey May 2007 - June 2012
Fox Cable Networks 2002 - 2006
Skills
Accounts Payable, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, PeopleSoft
Education
Santa Monica College 1997 — 2000
University High School 1993 — 1996
Cornerstone OnDemand June 2013 - Present
Roll Global 2015 - 2015
JRK Property Holdings 2012 - 2013
Houlihan Lokey May 2007 - June 2012
Fox Cable Networks 2002 - 2006
Skills
Accounts Payable, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Financial Reporting, Financial Analysis, Financial Modeling, QuickBooks, Corporate Finance, PeopleSoft
Education
Santa Monica College 1997 — 2000
University High School 1993 — 1996
Jared Rose's Houlihan Lokey Experience 2005 - 2006
Job Chief Executive Officer at Anasazi Energy LLC
Industry Oil & Energy
Experience
Anasazi Energy LLC February 2014 - Present
Petroflow Energy Corporation July 2013 - February 2014
RVI Capital Partners, LLC 2006 - 2007
Houlihan Lokey 2005 - 2006
Momentum Equity Group 2003 - 2004
Skills
Financial Modeling, Private Equity, LBO, M&A experience, Restructuring, Capital IQ, Strategy, Due Diligence, Corporate Finance, Investment Banking, Start-ups, Entrepreneurship, Corporate Development, Business Valuation, Divestitures
Education
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
University of Chicago
Master of Business Administration (MBA)
Anasazi Energy LLC February 2014 - Present
Petroflow Energy Corporation July 2013 - February 2014
RVI Capital Partners, LLC 2006 - 2007
Houlihan Lokey 2005 - 2006
Momentum Equity Group 2003 - 2004
Skills
Financial Modeling, Private Equity, LBO, M&A experience, Restructuring, Capital IQ, Strategy, Due Diligence, Corporate Finance, Investment Banking, Start-ups, Entrepreneurship, Corporate Development, Business Valuation, Divestitures
Education
Southern Methodist University
Bachelor of Business Administration (BBA), Accounting and Finance
University of Chicago
Master of Business Administration (MBA)
Gwinevere Von Ludwig's Houlihan Lokey Experience April 2005 - Present
Job Senior Recruiting Representative at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2005 - Present
Education
New York University 1992 — 1994
M.A., French Studies and Journalism (joint Masters)
William & Mary 1988 — 1992
B.A., French Literature
Houlihan Lokey April 2005 - Present
Education
New York University 1992 — 1994
M.A., French Studies and Journalism (joint Masters)
William & Mary 1988 — 1992
B.A., French Literature
Jordan Campbell's Houlihan Lokey Experience July 2006 - 2010
Job Vice President at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital January 2013 - Present
McKinsey & Company July 2011 - January 2013
Houlihan Lokey July 2006 - 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Finance, Strategy, Marketing
Vanderbilt University 2001 — 2005
BA, Economics
Peak Rock Capital January 2013 - Present
McKinsey & Company July 2011 - January 2013
Houlihan Lokey July 2006 - 2010
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Finance, Strategy, Marketing
Vanderbilt University 2001 — 2005
BA, Economics
Todd Hanson's Houlihan Lokey Experience 2005 - 2009
Job Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey Capital July 2005 - Present
Houlihan Lokey 2005 - 2009
O'Melveny & Myers LLP 2000 - 2003
Skills
Restructuring, Debt, Leveraged Finance, Investment Banking, Capital Markets, Mergers, Valuation, Hedge Funds, Private Equity, Corporate Finance, Private Placements, Due Diligence, Financial Modeling, Corporate Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota Law School 1997 — 2000
J.D., Law
University of Minnesota-Morris 1993 — 1997
Bachelor of Arts (B.A.), Business/Managerial Economics
Houlihan Lokey Capital July 2005 - Present
Houlihan Lokey 2005 - 2009
O'Melveny & Myers LLP 2000 - 2003
Skills
Restructuring, Debt, Leveraged Finance, Investment Banking, Capital Markets, Mergers, Valuation, Hedge Funds, Private Equity, Corporate Finance, Private Placements, Due Diligence, Financial Modeling, Corporate Development, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
University of Minnesota Law School 1997 — 2000
J.D., Law
University of Minnesota-Morris 1993 — 1997
Bachelor of Arts (B.A.), Business/Managerial Economics
Jay Novak's Houlihan Lokey Experience May 1996 - Present
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 1996 - Present
Royal Bank of Canada January 1994 - April 1996
ING Investment Banking January 1991 - December 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance-Entrepreneurship
Northwestern University 1985 — 1989
BA, Poli Sci - History
Houlihan Lokey May 1996 - Present
Royal Bank of Canada January 1994 - April 1996
ING Investment Banking January 1991 - December 1993
Education
Northwestern University - Kellogg School of Management
MBA, Finance-Entrepreneurship
Northwestern University 1985 — 1989
BA, Poli Sci - History
Joseph Wadakethalakal's Houlihan Lokey Experience July 2009 - Present
Job Financial Analyst at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey July 2009 - Present
Houlihan Lokey June 2008 - August 2008
JP Morgan June 2007 - August 2007
Education
Pomona College 2005 — 2009
Houlihan Lokey July 2009 - Present
Houlihan Lokey June 2008 - August 2008
JP Morgan June 2007 - August 2007
Education
Pomona College 2005 — 2009
Tony Ratliff's Houlihan Lokey Experience 2012 - 2013
Job Desktop Publishing Specialist at TEKsystems
Industry Financial Services
Experience
TEKsystems 2014 - Present
Williams Lea 2013 - 2014
Houlihan Lokey 2012 - 2013
Chicago Hire Company & Superior Staffing 2010 - 2012
Doerge Capital, LLC 2007 - 2010
Illinois Institute of Technology / Illinois Legal Aid Online 2004 - 2006
Education
Sam Houston State University
Bachelor's degree, Communication and Media Studies
TEKsystems 2014 - Present
Williams Lea 2013 - 2014
Houlihan Lokey 2012 - 2013
Chicago Hire Company & Superior Staffing 2010 - 2012
Doerge Capital, LLC 2007 - 2010
Illinois Institute of Technology / Illinois Legal Aid Online 2004 - 2006
Education
Sam Houston State University
Bachelor's degree, Communication and Media Studies
Jason Snider's Houlihan Lokey Experience July 2004 - January 2007
Job Corporate Valuations Manager at MidAmerican Energy Company
Industry Utilities
Experience
MidAmerican Energy Company May 2014 - Present
MidAmerican Energy Company July 2012 - May 2014
Aviva Investors April 2011 - July 2012
Tropicana January 2007 - April 2011
Houlihan Lokey July 2004 - January 2007
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (MBA)
University of Iowa 2000 — 2004
Finance
MidAmerican Energy Company May 2014 - Present
MidAmerican Energy Company July 2012 - May 2014
Aviva Investors April 2011 - July 2012
Tropicana January 2007 - April 2011
Houlihan Lokey July 2004 - January 2007
Education
Northwestern University - Kellogg School of Management 2008 — 2011
Master of Business Administration (MBA)
University of Iowa 2000 — 2004
Finance
Chris Croft's Houlihan Lokey Experience March 1998 - Present
Job Managing Director at Houlihan Lokey Howard and Zukin
Industry Investment Banking
Experience
Houlihan Lokey March 1998 - Present
Fleet Bank 1992 - 1997
The Chase Manhattan Bank 1986 - 1992
Skills
Corporate Finance, Private Equity, M&A experience, Investment Banking, Financial Modeling, Due Diligence, Valuation, Corporate Development, Business Valuation, Leveraged Finance, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Dual MBA, Finance and Accounting
Post University
B.S., Management
Houlihan Lokey March 1998 - Present
Fleet Bank 1992 - 1997
The Chase Manhattan Bank 1986 - 1992
Skills
Corporate Finance, Private Equity, M&A experience, Investment Banking, Financial Modeling, Due Diligence, Valuation, Corporate Development, Business Valuation, Leveraged Finance, Investments
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Dual MBA, Finance and Accounting
Post University
B.S., Management
Benita Calloway's Houlihan Lokey Experience January 1991 - Present
Job Vice President, Human Resources
Industry Financial Services
Experience
Houlihan Lokey January 1991 - Present
Education
Ohio University
Houlihan Lokey January 1991 - Present
Education
Ohio University
Carl Howe's Houlihan Lokey Experience 2011 - 2012
Job Senior Associate at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital 2012 - Present
Houlihan Lokey 2011 - 2012
Alvarez & Marsal 2009 - 2011
Education
Northwestern University 2005 — 2009
BA, Economics and Political Science
Wynnchurch Capital 2012 - Present
Houlihan Lokey 2011 - 2012
Alvarez & Marsal 2009 - 2011
Education
Northwestern University 2005 — 2009
BA, Economics and Political Science
Ishank Shah's Houlihan Lokey Experience 2012 - 2014
Job Sponsor Finance and Capital Markets at GE Capital
Industry Investment Banking
Experience
GE Capital 2014 - Present
Houlihan Lokey 2012 - 2014
Oppenheimer & Co. 2010 - 2012
Zolfo Cooper 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Investment Banking, Debt, LBO, Mergers, Restructuring, Leveraged Finance, Equities, Capital Structure, Finance, Mezzanine, Credit, Strategy, Financial Markets, Syndications, Growth Capital, Financial Advisory, Funding, Asset Based Lending, Cash Flow, Valuation, Private Equity, Recapitalizations, Bankruptcy, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, DCF
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Finance
GE Capital 2014 - Present
Houlihan Lokey 2012 - 2014
Oppenheimer & Co. 2010 - 2012
Zolfo Cooper 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Investment Banking, Debt, LBO, Mergers, Restructuring, Leveraged Finance, Equities, Capital Structure, Finance, Mezzanine, Credit, Strategy, Financial Markets, Syndications, Growth Capital, Financial Advisory, Funding, Asset Based Lending, Cash Flow, Valuation, Private Equity, Recapitalizations, Bankruptcy, Capital Markets, Investments, Mergers & Acquisitions, Due Diligence, Financial Modeling, DCF
Education
Rutgers University-New Brunswick
Bachelor’s Degree, Finance
Jerome Levy's Houlihan Lokey Experience June 2015 - Present
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2015 - Present
MESA Global 2003 - June 2015
Compass Partners 1999 - 2003
Canal Plus 1996 - 1997
Goldman Sachs 1994 - 1996
Skills
Business Development, Business Strategy, Private Equity, Venture Capital, Mergers, Corporate Finance, Due Diligence, Financial Modeling, Investment Banking, Valuation, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Wharton MBA
Northwestern University 1990 — 1994
BA, MAthematics, Economics
Houlihan Lokey June 2015 - Present
MESA Global 2003 - June 2015
Compass Partners 1999 - 2003
Canal Plus 1996 - 1997
Goldman Sachs 1994 - 1996
Skills
Business Development, Business Strategy, Private Equity, Venture Capital, Mergers, Corporate Finance, Due Diligence, Financial Modeling, Investment Banking, Valuation, Strategic Planning, Investments
Education
University of Pennsylvania - The Wharton School 1997 — 1999
Wharton MBA
Northwestern University 1990 — 1994
BA, MAthematics, Economics
Anita Antenucci's Houlihan Lokey Experience October 2002 - Present
Job Senior Managing Director and Member of the Board of Directors, Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2002 - Present
Shakespeare Theatre Company 2007 - Present
National Guard Youth Foundation 2013 - Present
Space Foundation 2006 - Present
Quarterdeck Investment Partners, Inc. July 1993 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Strategy, Corporate Development, Leadership, Due Diligence, Mergers & Acquisitions, Management, Business Development, Recapitalizations, Investment Banking, Executive Management, LBO, Financial Analysis, Acquisitions, Program Management, Business Strategy, Valuation, M&A experience, Start-ups, Financial Modeling, Business Valuation, Management Consulting, Strategic Planning, Corporate Finance, Strategic Partnerships, Special Situations, Restructuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, Strategic Studies
Northwestern University 1988 — 1992
BA, Political Science
Houlihan Lokey October 2002 - Present
Shakespeare Theatre Company 2007 - Present
National Guard Youth Foundation 2013 - Present
Space Foundation 2006 - Present
Quarterdeck Investment Partners, Inc. July 1993 - March 2002
Skills
Private Equity, Venture Capital, Mergers, Strategy, Corporate Development, Leadership, Due Diligence, Mergers & Acquisitions, Management, Business Development, Recapitalizations, Investment Banking, Executive Management, LBO, Financial Analysis, Acquisitions, Program Management, Business Strategy, Valuation, M&A experience, Start-ups, Financial Modeling, Business Valuation, Management Consulting, Strategic Planning, Corporate Finance, Strategic Partnerships, Special Situations, Restructuring
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1992 — 1994
MA, Strategic Studies
Northwestern University 1988 — 1992
BA, Political Science
Alex Meyerguz's Houlihan Lokey Experience July 2012 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Cantor Fitzgerald August 2010 - July 2012
Waller Capital Partners June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Finance
Houlihan Lokey July 2012 - Present
Cantor Fitzgerald August 2010 - July 2012
Waller Capital Partners June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance
Education
Rutgers University-New Brunswick 2003 — 2007
BS, Finance
Joseph L. Robinson II's Houlihan Lokey Experience March 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
William Blair & Company August 2012 - March 2015
Periphas Consulting April 2010 - January 2012
Trenton Area Soup Kitchen March 2006 - July 2010
Forsyth Street Advisors July 2007 - December 2009
Isles, Inc. August 2005 - July 2007
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Business Strategy, Investment Banking, Non-profits, Policy Analysis, Entrepreneurship, Community Outreach, Program Evaluation, Market Research, Philanthropy, Research, Strategic Planning, Public Speaking, Program Development, Volunteer Management, Finance, Strategy, Restructuring, Leadership, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Real Estate, Entrepreneurship, Finance
Princeton University 2000 — 2005
BA, Sociology
Houlihan Lokey March 2015 - Present
William Blair & Company August 2012 - March 2015
Periphas Consulting April 2010 - January 2012
Trenton Area Soup Kitchen March 2006 - July 2010
Forsyth Street Advisors July 2007 - December 2009
Isles, Inc. August 2005 - July 2007
Skills
Financial Analysis, Corporate Finance, Valuation, Financial Modeling, Business Strategy, Investment Banking, Non-profits, Policy Analysis, Entrepreneurship, Community Outreach, Program Evaluation, Market Research, Philanthropy, Research, Strategic Planning, Public Speaking, Program Development, Volunteer Management, Finance, Strategy, Restructuring, Leadership, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Real Estate, Entrepreneurship, Finance
Princeton University 2000 — 2005
BA, Sociology
Patrick Clark's Houlihan Lokey Experience June 2013 - August 2013
Job Associate at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Stephens Inc. Associate InternIron Range Capital Partners, LLCMarch 2013 - May 2014
Houlihan Lokey June 2013 - August 2013
Mesirow Financial September 2011 - July 2012
AlixPartners January 2009 - September 2011
KPMG September 2007 - November 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Restructuring, Financial Reporting, Corporate Finance, US GAAP, Business Valuation, Acquisition Integration, Forensic Accounting, Due Diligence
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Southern Methodist University - Cox School of Business 2006 — 2007
Masters, Accounting
Southern Methodist University - Cox School of Business 2002 — 2006
BBA, Accounting
Nancy Pan's Houlihan Lokey Experience June 2006 - August 2006
Job Senior Manager Strategic Planning Group at American Express
Industry Financial Services
Experience
American Express September 2014 - Present
Kellogg School of Management September 2012 - June 2014
Deutsche Bank July 2010 - April 2012
Deutsche Bank June 2007 - April 2011
Houlihan Lokey June 2006 - August 2006
QuestBridge June 2005 - December 2005
Skills
Mergers, Strategy, Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Corporate Finance, Bloomberg, LBO, Financial Analysis, Finance, Mergers & Acquisitions, Business Strategy, Due Diligence, Investments, Management, Competitive Analysis, Strategic Planning
Education
Kellogg School of Management 2012 — 2014
Stanford University 2003 — 2007
Bachelor's, Economics
American Express September 2014 - Present
Kellogg School of Management September 2012 - June 2014
Deutsche Bank July 2010 - April 2012
Deutsche Bank June 2007 - April 2011
Houlihan Lokey June 2006 - August 2006
QuestBridge June 2005 - December 2005
Skills
Mergers, Strategy, Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Corporate Finance, Bloomberg, LBO, Financial Analysis, Finance, Mergers & Acquisitions, Business Strategy, Due Diligence, Investments, Management, Competitive Analysis, Strategic Planning
Education
Kellogg School of Management 2012 — 2014
Stanford University 2003 — 2007
Bachelor's, Economics
Jack Rosenberg's Houlihan Lokey Experience July 2008 - July 2010
Job Senior Associate at One Rock Capital Partners
Industry Venture Capital & Private Equity
Experience
One Rock Capital Partners July 2014 - Present
Abundant Venture Partners September 2013 - December 2013
Relativity Capital September 2010 - May 2013
Houlihan Lokey July 2008 - July 2010
Skills
Financial Modeling, M&A Modeling, LBO, Recapitalizations, Management Buyouts, Distressed M&A, Special Situations, Debt Restructuring, Cash Flow Forecasting, Private Equity, Investment Banking, mergers and acquisitions, Mergers & Acquisitions, Valuation, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA), Finance and Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance and Accountancy
One Rock Capital Partners July 2014 - Present
Abundant Venture Partners September 2013 - December 2013
Relativity Capital September 2010 - May 2013
Houlihan Lokey July 2008 - July 2010
Skills
Financial Modeling, M&A Modeling, LBO, Recapitalizations, Management Buyouts, Distressed M&A, Special Situations, Debt Restructuring, Cash Flow Forecasting, Private Equity, Investment Banking, mergers and acquisitions, Mergers & Acquisitions, Valuation, Due Diligence, Capital Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA), Finance and Management & Strategy
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Science, Finance and Accountancy
Jim Lavelle's Houlihan Lokey Experience October 2004 - Present
Job Managing Director, CoHead, Industrials Group at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey October 2004 - Present
The Nassau Group January 1992 - October 2004
Skills
Mergers, Private Equity, Corporate Development, Mergers & Acquisitions
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Houlihan Lokey October 2004 - Present
The Nassau Group January 1992 - October 2004
Skills
Mergers, Private Equity, Corporate Development, Mergers & Acquisitions
Education
Princeton University
AB, Woodrow Wilson School of Public and International Affairs
Don Luken's Houlihan Lokey Experience 1996 - 2000
Job Principal at LGI Consulting Group
Industry Management Consulting
Experience
LGI Consulting Group 1995 - Present
New Star Lighting. A Division of 555 International 2005 - 2013
555 International, Inc 2000 - 2013
SportsLine Distributors 2007 - 2012
Oak Ridge Capital 1998 - 2008
Houlihan Lokey 1996 - 2000
BDO USA, LLP 1992 - 1996
Skills
Mergers, Start-ups, Due Diligence, New Business Development, Sales, Business Planning, Financial Analysis, Marketing, Strategic Planning, Entrepreneurship, Business Development, Marketing Strategy, Management Consulting, Business, Lighting, Venture Capital, Mergers & Acquisitions, Executive Management, Strategy, Retail, Management, Finance
Education
University of Wisconsin-Madison - School of Business 1967 — 1969
MBA, Finance
St. Norbert College 1964 — 1967
BBA, Business
LGI Consulting Group 1995 - Present
New Star Lighting. A Division of 555 International 2005 - 2013
555 International, Inc 2000 - 2013
SportsLine Distributors 2007 - 2012
Oak Ridge Capital 1998 - 2008
Houlihan Lokey 1996 - 2000
BDO USA, LLP 1992 - 1996
Skills
Mergers, Start-ups, Due Diligence, New Business Development, Sales, Business Planning, Financial Analysis, Marketing, Strategic Planning, Entrepreneurship, Business Development, Marketing Strategy, Management Consulting, Business, Lighting, Venture Capital, Mergers & Acquisitions, Executive Management, Strategy, Retail, Management, Finance
Education
University of Wisconsin-Madison - School of Business 1967 — 1969
MBA, Finance
St. Norbert College 1964 — 1967
BBA, Business
Girish Jain's Houlihan Lokey Experience July 2007 - July 2009
Job at Universal Diamonds
Industry Wholesale
Experience
Universal Diamonds July 2010 - Present
City Year September 2009 - June 2010
Houlihan Lokey July 2007 - July 2009
Skills
Financial Modeling, Business Strategy, Valuation, Corporate Finance, French, Physics, Statistics, Finance, Financial Analysis, International Business, Investment Banking, Investments, Geometry
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
BSc, Finance & International Business
New York University
Universal Diamonds July 2010 - Present
City Year September 2009 - June 2010
Houlihan Lokey July 2007 - July 2009
Skills
Financial Modeling, Business Strategy, Valuation, Corporate Finance, French, Physics, Statistics, Finance, Financial Analysis, International Business, Investment Banking, Investments, Geometry
Education
New York University - Leonard N. Stern School of Business 2003 — 2007
BSc, Finance & International Business
New York University
Jeffrey Sobejana's Houlihan Lokey Experience July 2004 - Present
Job System Support and Engineering, Support Analyst
Industry Investment Banking
Experience
Houlihan Lokey July 2004 - Present
Skills
Investment Banking, VMware ESX, IT Support, System Administration, HP Storage Lefthand, Microsoft Office Suites, IT Project Leadership, Blackberry Enterprise..., Project Management, Citrix XenMobile..., Vmware Horizon (View), Troubleshooting
Education
San Diego State University-California State University 1997 — 2001
Engineer's Degree, Electrical and Electronics Engineering
San Diego Mesa College 1995 — 1996
Mira Mesa High School 1991 — 1995
High School
Houlihan Lokey July 2004 - Present
Skills
Investment Banking, VMware ESX, IT Support, System Administration, HP Storage Lefthand, Microsoft Office Suites, IT Project Leadership, Blackberry Enterprise..., Project Management, Citrix XenMobile..., Vmware Horizon (View), Troubleshooting
Education
San Diego State University-California State University 1997 — 2001
Engineer's Degree, Electrical and Electronics Engineering
San Diego Mesa College 1995 — 1996
Mira Mesa High School 1991 — 1995
High School
John Soden's Houlihan Lokey Experience April 2010 - Present
Job Managing Director at Thomas Weisel Partners
Industry Investment Banking
Experience
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners LLC January 2004 - March 2010
UBS Investment Bank August 1997 - September 2002
Education
Northwestern University 1991 — 1993
BA, Economics (Hons)
Eric Essary's Houlihan Lokey Experience 2004 - 2006
Job Managing Director at EBSCO Capital, LLC
Industry Venture Capital & Private Equity
Experience
EBSCO Capital, LLC August 2014 - Present
EBSCO Capital, LLC August 2013 - August 2014
EBSCO 2011 - August 2013
Mars 2010 - 2011
E&J Gallo Winery 2009 - 2009
Harbert Private Equity Funds 2006 - 2008
Houlihan Lokey 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Sewanee-The University of the South 1999 — 2003
BA, Economics
EBSCO Capital, LLC August 2014 - Present
EBSCO Capital, LLC August 2013 - August 2014
EBSCO 2011 - August 2013
Mars 2010 - 2011
E&J Gallo Winery 2009 - 2009
Harbert Private Equity Funds 2006 - 2008
Houlihan Lokey 2004 - 2006
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA
Sewanee-The University of the South 1999 — 2003
BA, Economics
Danielle Zumatto-Moten's Houlihan Lokey Experience June 2008 - Present
Job Executive Administrator at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
Tyler Day's Houlihan Lokey Experience July 2008 - August 2010
Job Vice President at Creation Investments
Industry Financial Services
Experience
Creation Investments June 2011 - Present
Pivot Building Services February 2011 - June 2011
Five Talents Uganda September 2010 - February 2011
Houlihan Lokey July 2008 - August 2010
J.P. Morgan May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Bloomberg, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
Creation Investments June 2011 - Present
Pivot Building Services February 2011 - June 2011
Five Talents Uganda September 2010 - February 2011
Houlihan Lokey July 2008 - August 2010
J.P. Morgan May 2007 - August 2007
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Due Diligence, Capital Markets, Portfolio Management, Bloomberg, Finance, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance
John Soden's Houlihan Lokey Experience April 2010 - Present
Job Managing Director, Head of Medical Technologies at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners January 2004 - April 2010
UBS (initially, Dillon, Read & Co.) 1997 - 2002
CS First Boston 1994 - 1996
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers
Education
Northwestern University 1991 — 1993
Bachelor's degree, Economics (Honors)
Choate Rosemary Hall 1986 — 1989
Houlihan Lokey April 2010 - Present
Thomas Weisel Partners January 2004 - April 2010
UBS (initially, Dillon, Read & Co.) 1997 - 2002
CS First Boston 1994 - 1996
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers
Education
Northwestern University 1991 — 1993
Bachelor's degree, Economics (Honors)
Choate Rosemary Hall 1986 — 1989
Jeff Carsello's Houlihan Lokey Experience August 2003 - August 2010
Job Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Lincoln International July 2015 - Present
Catamaran April 2013 - July 2015
Lazard Freres & Co. August 2010 - March 2013
Houlihan Lokey August 2003 - August 2010
Code Hennessy & Simmons 1999 - 2001
William Blair & Company January 1997 - January 1999
Education
Northwestern University - Kellogg School of Management 2000 — 2002
University of Illinois at Urbana-Champaign
Andre Hass's Houlihan Lokey Experience June 2013 - August 2013
Job Analyst at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield Equity, Debt, & Structured Finance September 2014 - Present
Houlihan Lokey June 2013 - August 2013
BNP Paribas June 2012 - August 2012
Africa Israel USA June 2011 - October 2011
Carlton Group June 2010 - August 2010
Itafin Inc. June 2009 - August 2009
MetTel June 2009 - August 2009
Skills
Languages, Microsoft Office, Workspeed, Management, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Asset Management, Social Media
Education
New York University 2010 — 2014
Bachelor Of Arts, Economics with a minor in Business Studies
Yeshiva University High School For Boys 2005 — 2009
High School and New York State Regents Diploma
Cushman & Wakefield Equity, Debt, & Structured Finance September 2014 - Present
Houlihan Lokey June 2013 - August 2013
BNP Paribas June 2012 - August 2012
Africa Israel USA June 2011 - October 2011
Carlton Group June 2010 - August 2010
Itafin Inc. June 2009 - August 2009
MetTel June 2009 - August 2009
Skills
Languages, Microsoft Office, Workspeed, Management, Microsoft Excel, Marketing, Microsoft Word, PowerPoint, Asset Management, Social Media
Education
New York University 2010 — 2014
Bachelor Of Arts, Economics with a minor in Business Studies
Yeshiva University High School For Boys 2005 — 2009
High School and New York State Regents Diploma
Peter Jasaitis's Houlihan Lokey Experience Assistant of External OperationsLoyola University Chicago Athletics DepartmentAugust 2012 - January 2013
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey Assistant of External OperationsLoyola University Chicago Athletics DepartmentAugust 2012 - January 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Microsoft Excel, PowerPoint, Marketing, Facebook, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Time Management, Research, Event Planning, Social Networking, Customer Service, Statistics, Teamwork, Market Research, Accounting, Team Leadership, Event Management
Education
Quinlan School of Business, Loyola University of Chicago 2013 — 2014
Master of Business Administration (MBA), Finance, General, 3.8
Quinlan School of Business, Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Houlihan Lokey Assistant of External OperationsLoyola University Chicago Athletics DepartmentAugust 2012 - January 2013
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Microsoft Excel, PowerPoint, Marketing, Facebook, Microsoft Word, Social Media, Microsoft Office, Public Speaking, Time Management, Research, Event Planning, Social Networking, Customer Service, Statistics, Teamwork, Market Research, Accounting, Team Leadership, Event Management
Education
Quinlan School of Business, Loyola University of Chicago 2013 — 2014
Master of Business Administration (MBA), Finance, General, 3.8
Quinlan School of Business, Loyola University of Chicago 2009 — 2013
Bachelor of Business Administration (BBA), Economics
Elena Shen's Houlihan Lokey Experience July 2014 - August 2014
Job Research Associate at SIG
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG) August 2014 - Present
Houlihan Lokey July 2014 - August 2014
Houlihan Lokey September 2012 - July 2014
Roubini Global Economics December 2011 - June 2012
Barclays Capital June 2011 - September 2011
Skills
Stata, Valuation, Financial Modeling, Bloomberg Terminal, VBA, SAS, Derivatives, Equities, Matlab, Statistical Arbitrage, Fixed Income, Bloomberg, DCF
Education
New York University 2010 — 2012
Master's degree, Economics
Peking University 2006 — 2010
Bachelor's degree, Philippine Studies and Economics
Susquehanna International Group, LLP (SIG) August 2014 - Present
Houlihan Lokey July 2014 - August 2014
Houlihan Lokey September 2012 - July 2014
Roubini Global Economics December 2011 - June 2012
Barclays Capital June 2011 - September 2011
Skills
Stata, Valuation, Financial Modeling, Bloomberg Terminal, VBA, SAS, Derivatives, Equities, Matlab, Statistical Arbitrage, Fixed Income, Bloomberg, DCF
Education
New York University 2010 — 2012
Master's degree, Economics
Peking University 2006 — 2010
Bachelor's degree, Philippine Studies and Economics
Kunal Sachdev's Houlihan Lokey Experience September 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Houlihan Lokey September 2015 - Present
Oppenheimer & Co. July 2013 - September 2015
Nassau Energy Consulting December 2012 - July 2013
Oppenheimer & Co. June 2012 - August 2012
Capstone Partners LLC December 2011 - January 2012
MR Valuation Consulting, LLC October 2011 - December 2011
Merrill Lynch February 2011 - October 2011
Skills
Bloomberg Terminal, Financial Modeling, Investment Banking, Equities, Management, Restructuring, Fixed Income, Bloomberg, Valuation, Mergers & Acquisitions
Education
Rutgers, The State University of New Jersey-New Brunswick 2009 — 2013
Bachelor of Science (B.S.), Finance with Minor in Economics
Andrew Ruth's Houlihan Lokey Experience July 2012 - February 2015
Job Investment Analyst at Wayzata Investment Partners
Industry Investment Banking
Experience
Wayzata Investment Partners February 2015 - Present
Houlihan Lokey July 2012 - February 2015
3 Twelve Capital LLC January 2012 - March 2012
Houlihan Lokey June 2011 - August 2011
Pluscios Management June 2010 - May 2011
Education
Northwestern University 2008 — 2011
Bachelor of Arts, Economics, Mathematics, Kellogg Certificate Program for Undergraduates in Financial Economics
Wayzata Investment Partners February 2015 - Present
Houlihan Lokey July 2012 - February 2015
3 Twelve Capital LLC January 2012 - March 2012
Houlihan Lokey June 2011 - August 2011
Pluscios Management June 2010 - May 2011
Education
Northwestern University 2008 — 2011
Bachelor of Arts, Economics, Mathematics, Kellogg Certificate Program for Undergraduates in Financial Economics
Jerry Grossman's Houlihan Lokey Experience Board of DirectorsPEC Solutions, Inc2001 - 2006
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey Board of DirectorsPEC Solutions, Inc2001 - 2006
Education
Penn State University 1961 — 1965
Bachelor of Science, Industrial Management
Penn State University
Bachelor of Science
Houlihan Lokey Board of DirectorsPEC Solutions, Inc2001 - 2006
Education
Penn State University 1961 — 1965
Bachelor of Science, Industrial Management
Penn State University
Bachelor of Science
Vincent (Jie) Chen's Houlihan Lokey Experience January 2013 - May 2013
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2015 - Present
UBS Investment Bank June 2014 - August 2014
Houlihan Lokey January 2013 - May 2013
Nomura Securities July 2012 - August 2012
Bain Capital August 2011 - September 2011
Skills
Corporate Finance, Financial Modeling, Valuation, MS Office Suite, MATLAB, SAS, Capital IQ, Factiva, DCF, M&A, ThomsonOne, R, SPSS, C
Education
New York University 2013 — 2015
Master of Science (M.S.), Mathematics in Finance
Wuhan University 2009 — 2013
BS in Math and BA in Finance, Math, Economics, Finance
NO.1. Middle School Attached to CCNU 2006 — 2009
UBS Investment Bank May 2015 - Present
UBS Investment Bank June 2014 - August 2014
Houlihan Lokey January 2013 - May 2013
Nomura Securities July 2012 - August 2012
Bain Capital August 2011 - September 2011
Skills
Corporate Finance, Financial Modeling, Valuation, MS Office Suite, MATLAB, SAS, Capital IQ, Factiva, DCF, M&A, ThomsonOne, R, SPSS, C
Education
New York University 2013 — 2015
Master of Science (M.S.), Mathematics in Finance
Wuhan University 2009 — 2013
BS in Math and BA in Finance, Math, Economics, Finance
NO.1. Middle School Attached to CCNU 2006 — 2009
Deba Ghosh's Houlihan Lokey Experience March 2007 - September 2009
Job Vice President at Charles River Associates International
Industry Management Consulting
Experience
Charles River Associates International September 2009 - Present
Charles River Associates 2009 - 2012
Houlihan Lokey March 2007 - September 2009
Ernst & Young 1998 - 2004
Skills
cost management,..., transfer pricing,..., technology transfer,..., Intellectual Property, Valuation, Management Consulting, Mergers & Acquisitions, Strategy, Negotiation, Outsourcing, Business Process..., Consulting, Analysis, Financial Modeling
Education
Rice University 1988 — 1994
Doctor of Philosophy (Ph.D.), Economics, 3.89
Rice University 1988 — 1994
Doctor of Philosophy (Ph.D.), Economics
Presidency College 1983 — 1988
Bachelor of Science (B.Sc.), Economics
Charles River Associates International September 2009 - Present
Charles River Associates 2009 - 2012
Houlihan Lokey March 2007 - September 2009
Ernst & Young 1998 - 2004
Skills
cost management,..., transfer pricing,..., technology transfer,..., Intellectual Property, Valuation, Management Consulting, Mergers & Acquisitions, Strategy, Negotiation, Outsourcing, Business Process..., Consulting, Analysis, Financial Modeling
Education
Rice University 1988 — 1994
Doctor of Philosophy (Ph.D.), Economics, 3.89
Rice University 1988 — 1994
Doctor of Philosophy (Ph.D.), Economics
Presidency College 1983 — 1988
Bachelor of Science (B.Sc.), Economics
Dylan Browdie's Houlihan Lokey Experience June 2014 - Present
Job Investment Banking Analyst Financial Restructuring Group at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2014 - Present
Houlihan Lokey June 2013 - August 2013
Campus Solutions October 2011 - May 2013
Philadelphia Insurance Companies June 2012 - September 2012
Skills
Economics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences (MMSS), Economics
Hopkins High School
Houlihan Lokey June 2014 - Present
Houlihan Lokey June 2013 - August 2013
Campus Solutions October 2011 - May 2013
Philadelphia Insurance Companies June 2012 - September 2012
Skills
Economics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Mathematical Methods in the Social Sciences (MMSS), Economics
Hopkins High School
Winston Shows's Houlihan Lokey Experience March 2013 - Present
Job Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey March 2013 - Present
Ernst & Young June 2010 - March 2013
KPMG January 2006 - June 2010
Education
Southern Methodist University Dedman School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Mississippi 1996 — 2003
Doctor of Law (J.D.)
Houlihan Lokey March 2013 - Present
Ernst & Young June 2010 - March 2013
KPMG January 2006 - June 2010
Education
Southern Methodist University Dedman School of Law 2004 — 2005
Master of Laws (LL.M.), Taxation
University of Mississippi 1996 — 2003
Doctor of Law (J.D.)
lorenzo caples lll's Houlihan Lokey Experience April 2008 - October 2010
Job ceo/president
Industry Media Production
Experience
Black Valentino Media Group 2010 - Present
Houlihan Lokey April 2008 - October 2010
Education
Northern Illinois University 1986 — 2000
Bachelor of Arts (BA), Psychology
Black Valentino Media Group 2010 - Present
Houlihan Lokey April 2008 - October 2010
Education
Northern Illinois University 1986 — 2000
Bachelor of Arts (BA), Psychology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS