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,
Houlihan Lokey List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Houlihan Lokey. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Houlihan Lokey Employees
Employee
Years
Job
Industry
Decatur J. Holcombe V Decatur J. Holcombe V's Houlihan Lokey Experience 2011 - 2012
Job Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting 2013 - Present
Grant Thornton 2012 - 2013
Houlihan Lokey 2011 - 2012
PricewaterhouseCoopers 2007 - 2011
BobCAD-CAM 1999 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Restructuring, Mergers & Acquisitions, Accounting, Capital IQ, Management, Management Consulting, Strategy, Corporate FP&A
Education
University of California, Los Angeles
BA, Major: Business Economics, Minor: Accounting
FTI Consulting 2013 - Present
Grant Thornton 2012 - 2013
Houlihan Lokey 2011 - 2012
PricewaterhouseCoopers 2007 - 2011
BobCAD-CAM 1999 - 2003
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Due Diligence, Private Equity, Restructuring, Mergers & Acquisitions, Accounting, Capital IQ, Management, Management Consulting, Strategy, Corporate FP&A
Education
University of California, Los Angeles
BA, Major: Business Economics, Minor: Accounting
Joseph Chang Joseph Chang's Houlihan Lokey Experience 2008 - 2010
Job COO & Partner at Avant Development LLC
Industry Real Estate
Experience
Avant Development LLC 2014 - Present
Clear Skies Partners 2012 - 2014
BOC International 2010 - 2011
Houlihan Lokey 2008 - 2010
Deloitte Corporate Finance 2004 - 2008
Bank of America Merrill Lynch 2002 - 2002
Build-To-Order, Inc. 2001 - 2002
Model E Corporation 2000 - 2001
Bank of America Merrill Lynch 1996 - 2000
Goldman Sachs 1994 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Valuation, Financial Modeling, Corporate Development, Due Diligence, Investments, Mergers & Acquisitions, Start-ups, Strategy, Equities, LBO, Leveraged Finance, Business Strategy, Finance, Venture Capital, International Business, Derivatives, Fixed Income, Portfolio Management, Strategic Financial..., Emerging Markets, M&A experience, IPO, Capital Markets, Growth Capital, Business Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of California, Berkeley
BA
South Hills High
Diploma
Avant Development LLC 2014 - Present
Clear Skies Partners 2012 - 2014
BOC International 2010 - 2011
Houlihan Lokey 2008 - 2010
Deloitte Corporate Finance 2004 - 2008
Bank of America Merrill Lynch 2002 - 2002
Build-To-Order, Inc. 2001 - 2002
Model E Corporation 2000 - 2001
Bank of America Merrill Lynch 1996 - 2000
Goldman Sachs 1994 - 1994
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Valuation, Financial Modeling, Corporate Development, Due Diligence, Investments, Mergers & Acquisitions, Start-ups, Strategy, Equities, LBO, Leveraged Finance, Business Strategy, Finance, Venture Capital, International Business, Derivatives, Fixed Income, Portfolio Management, Strategic Financial..., Emerging Markets, M&A experience, IPO, Capital Markets, Growth Capital, Business Valuation, Financial Planning
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
University of California, Berkeley
BA
South Hills High
Diploma
William Sherer William Sherer's Houlihan Lokey Experience 2006 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2006 - Present
Benedetto, Gartland & Co. 1999 - 2005
Paine Webber 1997 - 1998
Freeman Spogli & Co. 1989 - 1996
Kidder Peabody 1981 - 1988
Arthur Young 1976 - 1981
Skills
Financial Analysis, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1975 — 1976
Master of Business Administration (MBA)
University of California, Riverside 1971 — 1975
Bachelor's degree, Economics
Houlihan Lokey 2006 - Present
Benedetto, Gartland & Co. 1999 - 2005
Paine Webber 1997 - 1998
Freeman Spogli & Co. 1989 - 1996
Kidder Peabody 1981 - 1988
Arthur Young 1976 - 1981
Skills
Financial Analysis, Alternative Investments, Equity Valuation
Education
University of California, Berkeley 1975 — 1976
Master of Business Administration (MBA)
University of California, Riverside 1971 — 1975
Bachelor's degree, Economics
Ian Fang Ian Fang's Houlihan Lokey Experience May 2012 - August 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2013 - Present
Andreessen Horowitz March 2012 - December 2012
Houlihan Lokey May 2012 - August 2012
Cisco Systems January 2011 - December 2011
Atelier Advisors May 2011 - August 2011
Providence Health & Services May 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Finance, Investment Banking
Education
Haas School of Business, UC Berkeley 2009 — 2013
B.S., Business Administration
Deutsche Bank September 2013 - Present
Andreessen Horowitz March 2012 - December 2012
Houlihan Lokey May 2012 - August 2012
Cisco Systems January 2011 - December 2011
Atelier Advisors May 2011 - August 2011
Providence Health & Services May 2010 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Valuation, Finance, Investment Banking
Education
Haas School of Business, UC Berkeley 2009 — 2013
B.S., Business Administration
Cody Chan Cody Chan's Houlihan Lokey Experience May 2015 - Present
Job Accounts Payable Clerk at Houlihan Lokey
Industry Accounting
Experience
Houlihan Lokey May 2015 - Present
UCLA Residential Life September 2014 - June 2015
Payment Systems Corp. September 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Customer Service, Leadership
Education
University of California, Los Angeles 2013 — 2017
Business/Managerial Economics
Houlihan Lokey May 2015 - Present
UCLA Residential Life September 2014 - June 2015
Payment Systems Corp. September 2014 - September 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Public Speaking, Customer Service, Leadership
Education
University of California, Los Angeles 2013 — 2017
Business/Managerial Economics
Dennis Kawachi Dennis Kawachi's Houlihan Lokey Experience 2014 - Present
Job Senior Vice President Corporate Development at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Houlihan Lokey 2014 - Present
Houlihan Lokey 2012 - 2013
Houlihan Lokey 2008 - 2012
Houlihan Lokey July 2004 - March 2008
Lehman Brothers June 2003 - August 2003
Training The Street July 2001 - August 2002
Merrill Lynch June 1998 - June 2001
Skills
Investment Banking, Mergers, Venture Capital, Mezzanine, Private Equity, Mergers & Acquisitions, Acquisitions, Strategy, Investments, Capital Raising, Valuation, M, Capital Markets, Sell Side, Restaurants, Restaurant Management, Buy-side, Corporate Finance, Financial Advisory, Leveraged Finance
Education
UCLA Anderson School of Management 2002 — 2004
MBA, Finance and Strategy
University of the Witwatersrand 2003 — 2003
University of California, Los Angeles 1995 — 1998
BS, Business Economics/Accounting
Ali Kheraj Ali Kheraj's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Siemer & Associates January 2014 - May 2014
Amazon March 2013 - September 2013
Social Annex, Inc. June 2012 - September 2012
Green Lifestyle Film Festival May 2011 - August 2011
Surplus Sourcing Inc. July 2010 - August 2010
California Public Interest Research Group September 2009 - March 2010
Skills
Marketing, Microsoft Excel, Analysis, Social Media, Marketing Strategy, PowerPoint, Microsoft Office, Data Analysis, Financial Modeling, Email Marketing, Financial Analysis, Microsoft Word, Social Media Marketing, Social Networking, SQL, TM1, Cost Variance Analysis, Management Accounting, Access Database, Finance, Valuation
Education
University of California, Los Angeles
B.A., Business Economics, Accounting
Houlihan Lokey July 2014 - Present
Siemer & Associates January 2014 - May 2014
Amazon March 2013 - September 2013
Social Annex, Inc. June 2012 - September 2012
Green Lifestyle Film Festival May 2011 - August 2011
Surplus Sourcing Inc. July 2010 - August 2010
California Public Interest Research Group September 2009 - March 2010
Skills
Marketing, Microsoft Excel, Analysis, Social Media, Marketing Strategy, PowerPoint, Microsoft Office, Data Analysis, Financial Modeling, Email Marketing, Financial Analysis, Microsoft Word, Social Media Marketing, Social Networking, SQL, TM1, Cost Variance Analysis, Management Accounting, Access Database, Finance, Valuation
Education
University of California, Los Angeles
B.A., Business Economics, Accounting
David Kang David Kang's Houlihan Lokey Experience June 2015 - August 2015
Job Incoming Analyst
Industry Investment Banking
Experience
Deloitte September 2015 - Present
Houlihan Lokey June 2015 - August 2015
UCLA Korean Culture Night June 2014 - April 2015
Takenaka Partners LLC August 2014 - December 2014
PwC June 2014 - August 2014
UCLA Korean Culture Night May 2013 - June 2014
Merrill Lynch February 2014 - May 2014
Ascend at UCLA February 2013 - March 2014
CohnReznick LLP August 2013 - August 2013
PwC July 2013 - July 2013
Skills
Political Science, Accounting, Music, Microsoft Office, external finance, Public Speaking, Korean, English, Academic Tutoring, Finance, Leadership, PowerPoint
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Political Science, Accounting
Troy High School 2007 — 2011
Deloitte September 2015 - Present
Houlihan Lokey June 2015 - August 2015
UCLA Korean Culture Night June 2014 - April 2015
Takenaka Partners LLC August 2014 - December 2014
PwC June 2014 - August 2014
UCLA Korean Culture Night May 2013 - June 2014
Merrill Lynch February 2014 - May 2014
Ascend at UCLA February 2013 - March 2014
CohnReznick LLP August 2013 - August 2013
PwC July 2013 - July 2013
Skills
Political Science, Accounting, Music, Microsoft Office, external finance, Public Speaking, Korean, English, Academic Tutoring, Finance, Leadership, PowerPoint
Education
UCLA 2011 — 2015
Bachelor of Arts (B.A.), Business/Managerial Economics, Political Science, Accounting
Troy High School 2007 — 2011
David Greenfeld David Greenfeld's Houlihan Lokey Experience January 2014 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Venture Capital & Private Equity
Experience
Houlihan Lokey January 2014 - Present
JVST Wine May 2012 - Present
Elite Daily September 2013 - Present
Tesla Motors June 2013 - August 2013
100 Mile Group June 2012 - August 2012
AngelVision Investors January 2012 - June 2012
Suite 850 June 2011 - August 2011
The Agency Group June 2010 - August 2010
Skills
Start-ups, Competitive Analysis, Market Research, Microsoft Excel, Venture Capital, Valuation, Investments, Financial Modeling, Financial Analysis, Investment Banking, Marketing, Mergers & Acquisitions, Entrepreneurship, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
BS, Business
New Community Jewish High School 2005 — 2009
High School Diploma
Houlihan Lokey January 2014 - Present
JVST Wine May 2012 - Present
Elite Daily September 2013 - Present
Tesla Motors June 2013 - August 2013
100 Mile Group June 2012 - August 2012
AngelVision Investors January 2012 - June 2012
Suite 850 June 2011 - August 2011
The Agency Group June 2010 - August 2010
Skills
Start-ups, Competitive Analysis, Market Research, Microsoft Excel, Venture Capital, Valuation, Investments, Financial Modeling, Financial Analysis, Investment Banking, Marketing, Mergers & Acquisitions, Entrepreneurship, Data Analysis
Education
University of California, Berkeley, Haas School of Business 2011 — 2013
BS, Business
New Community Jewish High School 2005 — 2009
High School Diploma
Kristen (Kristen Dolan) Kennedy Kristen (Kristen Dolan) Kennedy's Houlihan Lokey Experience 2008 - 2008
Job Landscape Designer at ComstockLA
Industry Design
Experience
ComstockLA February 2015 - Present
GreenTree Landscaping, Inc. March 2014 - February 2015
X-Ray Dog Music, Inc. January 2009 - March 2014
Credit Suisse January 2004 - March 2008
Ghost House Mobile 2008 - 2008
Houlihan Lokey 2008 - 2008
Warner Bros. Pictures 2001 - 2002
Columbia Pictures 2000 - 2001
Digital Planet 1998 - 2000
Fattal Collins 1995 - 1998
Skills
InDesign, Photoshop, Adobe Creative Suite, Illustrator, Concept Design, AutoCAD, Adobe Acrobat, Graphics, Sustainability, Mac, Social Media, Graphic Design, Digital Photography, Creative Direction, Landscape Design, Photography, Creative Writing, Microsoft Office, Editing, Mac & PC platforms
Education
University of California, Los Angeles 2009 — 2013
Candidate for Certificate, Landscape Architecture
University of California, Santa Barbara 1990 — 1994
Bachelor of Science (BS), Film/Cinema/Video Studies
ComstockLA February 2015 - Present
GreenTree Landscaping, Inc. March 2014 - February 2015
X-Ray Dog Music, Inc. January 2009 - March 2014
Credit Suisse January 2004 - March 2008
Ghost House Mobile 2008 - 2008
Houlihan Lokey 2008 - 2008
Warner Bros. Pictures 2001 - 2002
Columbia Pictures 2000 - 2001
Digital Planet 1998 - 2000
Fattal Collins 1995 - 1998
Skills
InDesign, Photoshop, Adobe Creative Suite, Illustrator, Concept Design, AutoCAD, Adobe Acrobat, Graphics, Sustainability, Mac, Social Media, Graphic Design, Digital Photography, Creative Direction, Landscape Design, Photography, Creative Writing, Microsoft Office, Editing, Mac & PC platforms
Education
University of California, Los Angeles 2009 — 2013
Candidate for Certificate, Landscape Architecture
University of California, Santa Barbara 1990 — 1994
Bachelor of Science (BS), Film/Cinema/Video Studies
Brandon J Keefe Brandon J Keefe's Houlihan Lokey Experience June 2004 - June 2005
Job Developer of Renewable Energy & Energy Storage Projects
Industry Renewables & Environment
Experience
Sovereign Energy Storage October 2012 - Present
SB 843 "California Community Solar Campaign" March 2012 - September 2012
Foresight Solar December 2010 - February 2012
Clean Economy Network (Advanced Energy Economy) January 2010 - December 2010
American Council On Renewable Energy (ACORE) November 2005 - October 2009
Green-Technology April 2006 - August 2006
Houlihan Lokey June 2004 - June 2005
Skills
Renewable Energy, Policy, Strategic Planning, Business Development, Project Management, Energy, Solar Energy, Sustainability, Non-profits, Energy Efficiency, Business Strategy, Cleantech, Event Planning, Venture Capital, Entrepreneurship, Research, Microsoft Office, Sustainable Energy, Start-ups, Energy Policy, Fundraising, Nonprofits
Education
University of California, Los Angeles 2003 — 2006
B.A., American Political Science
University of Pittsburgh 2004 — 2004
Sovereign Energy Storage October 2012 - Present
SB 843 "California Community Solar Campaign" March 2012 - September 2012
Foresight Solar December 2010 - February 2012
Clean Economy Network (Advanced Energy Economy) January 2010 - December 2010
American Council On Renewable Energy (ACORE) November 2005 - October 2009
Green-Technology April 2006 - August 2006
Houlihan Lokey June 2004 - June 2005
Skills
Renewable Energy, Policy, Strategic Planning, Business Development, Project Management, Energy, Solar Energy, Sustainability, Non-profits, Energy Efficiency, Business Strategy, Cleantech, Event Planning, Venture Capital, Entrepreneurship, Research, Microsoft Office, Sustainable Energy, Start-ups, Energy Policy, Fundraising, Nonprofits
Education
University of California, Los Angeles 2003 — 2006
B.A., American Political Science
University of Pittsburgh 2004 — 2004
Jennifer Doan Jennifer Doan's Houlihan Lokey Experience August 2006 - December 2008
Job Director of Product Marketing at Cako Bakery
Industry Marketing and Advertising
Experience
Cako Bakery December 2013 - Present
SixDoors August 2013 - December 2013
Dishcrawl April 2013 - August 2013
EAT Club March 2012 - March 2013
Dishcrawl February 2012 - April 2012
Andrew Freeman & Co November 2011 - February 2012
JPMorgan Chase September 2009 - October 2011
Houlihan Lokey August 2006 - December 2008
American Cancer Society October 2005 - April 2006
WR Hambrecht + Co June 2004 - December 2004
Skills
food blogger, Culinary, Cooking, Catering, Parties, Menu Development, Culinary Skills, Food Photography, Project Management, Business Process..., Social Media Marketing, Marketing Communications, Marketing, Entrepreneurship, Product Management, Analytics, Start-ups, Strategy, Event Planning, Event Management, Social Media, Information Organization, Relationship Management, Creative Writing, Data Management, Data Analysis, Content Writing, Social Networking, Photography, Facebook, Blogging, Training, Management, Strategic Partnerships, Sales
Education
French Culinary Institute 2009 — 2009
Grand Diplome, Culinary Arts
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
B.S., Business Adminstration
University of California, Berkeley
Cako Bakery December 2013 - Present
SixDoors August 2013 - December 2013
Dishcrawl April 2013 - August 2013
EAT Club March 2012 - March 2013
Dishcrawl February 2012 - April 2012
Andrew Freeman & Co November 2011 - February 2012
JPMorgan Chase September 2009 - October 2011
Houlihan Lokey August 2006 - December 2008
American Cancer Society October 2005 - April 2006
WR Hambrecht + Co June 2004 - December 2004
Skills
food blogger, Culinary, Cooking, Catering, Parties, Menu Development, Culinary Skills, Food Photography, Project Management, Business Process..., Social Media Marketing, Marketing Communications, Marketing, Entrepreneurship, Product Management, Analytics, Start-ups, Strategy, Event Planning, Event Management, Social Media, Information Organization, Relationship Management, Creative Writing, Data Management, Data Analysis, Content Writing, Social Networking, Photography, Facebook, Blogging, Training, Management, Strategic Partnerships, Sales
Education
French Culinary Institute 2009 — 2009
Grand Diplome, Culinary Arts
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
B.S., Business Adminstration
University of California, Berkeley
Daniel Kim Daniel Kim's Houlihan Lokey Experience July 2011 - August 2013
Job Associate at THL Credit, Inc.
Industry Financial Services
Experience
THL Credit, Inc. August 2013 - Present
Houlihan Lokey July 2011 - August 2013
Greenhill & Co. June 2010 - September 2010
Gemini Partners July 2007 - December 2007
Skills
Capital IQ, Valuation, Financial Modeling, Mergers & Acquisitions, Restructuring, Investment Banking, Finance, Credit, Analysis, Capital Structure, LBO, Loans, Corporate Finance, Private Equity, Bloomberg, DCF, Business Valuation, Capital Markets, Due Diligence, Financial Analysis, Equities, Hedge Funds, Equity Research
Education
University of California, Los Angeles 2006 — 2010
BA, Economics
THL Credit, Inc. August 2013 - Present
Houlihan Lokey July 2011 - August 2013
Greenhill & Co. June 2010 - September 2010
Gemini Partners July 2007 - December 2007
Skills
Capital IQ, Valuation, Financial Modeling, Mergers & Acquisitions, Restructuring, Investment Banking, Finance, Credit, Analysis, Capital Structure, LBO, Loans, Corporate Finance, Private Equity, Bloomberg, DCF, Business Valuation, Capital Markets, Due Diligence, Financial Analysis, Equities, Hedge Funds, Equity Research
Education
University of California, Los Angeles 2006 — 2010
BA, Economics
Jeff Taglienti Jeff Taglienti's Houlihan Lokey Experience 2007 - 2010
Job Vice President at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey 2010 - Present
Houlihan Lokey 2007 - 2010
Merrill Lynch 2003 - 2005
Cincinnati Reds 2000 - 2003
Colorado Rockies 2000 - 2000
Boston Red Sox 1997 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Tufts University 1993 — 1997
Bachelor's Degree
SunTrust Robinson Humphrey 2010 - Present
Houlihan Lokey 2007 - 2010
Merrill Lynch 2003 - 2005
Cincinnati Reds 2000 - 2003
Colorado Rockies 2000 - 2000
Boston Red Sox 1997 - 2000
Education
Vanderbilt University - Owen Graduate School of Management 2005 — 2007
Master of Business Administration (M.B.A.)
Tufts University 1993 — 1997
Bachelor's Degree
Todd Glass Todd Glass's Houlihan Lokey Experience January 2011 - August 2011
Job Student at University of Pennsylvania The Wharton School
Industry Financial Services
Experience
J.P. Morgan Private Bank June 2015 - August 2015
World Economic Forum August 2011 - July 2014
Houlihan Lokey January 2011 - August 2011
Fulcrum Inquiry LLP July 2009 - December 2010
Lincoln International LLC June 2008 - March 2009
Skills
Financial Analysis, Valuation, Emerging Markets, Finance, Economics, Financial Modeling, Microsoft Excel, Research, Capital Markets, Investments, Financial Services, Project Management, Equities, Litigation Support, Private Equity, PowerPoint, Business Strategy, Financial Regulation, Economic Development, Financial Advisory, Strategy, Due Diligence, Analysis, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 2005 — 2009
BA, History and Political Science (Concentration in International Relations)
Cambridge University
J.P. Morgan Private Bank June 2015 - August 2015
World Economic Forum August 2011 - July 2014
Houlihan Lokey January 2011 - August 2011
Fulcrum Inquiry LLP July 2009 - December 2010
Lincoln International LLC June 2008 - March 2009
Skills
Financial Analysis, Valuation, Emerging Markets, Finance, Economics, Financial Modeling, Microsoft Excel, Research, Capital Markets, Investments, Financial Services, Project Management, Equities, Litigation Support, Private Equity, PowerPoint, Business Strategy, Financial Regulation, Economic Development, Financial Advisory, Strategy, Due Diligence, Analysis, Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 2005 — 2009
BA, History and Political Science (Concentration in International Relations)
Cambridge University
John Albertine's Houlihan Lokey Experience February 2007 - April 2008
Job
Industry Financial Services
Experience
Consultant January 2013 - Present
BMC Group June 2012 - June 2013
RESULTS.com May 2011 - November 2011
Creative Capital Group August 2010 - May 2011
The Salter Group July 2009 - August 2010
Houlihan Lokey February 2007 - April 2008
Skills
Strategy, Business Development, Business Intelligence, Finance, Analysis, Sales, Sales Process, Social Media Marketing, Marketing Strategy, Data Analysis, Mergers & Acquisitions, Microsoft Office, Keynote, Market Research, Qualitative Research, Social Marketing, Google Analytics, Google Adwords, Google Apps, Quantitative Research, Online Marketing, Online Advertising, Sales Management, Sales Presentations, Venture Capital, Mergers, Databases, Data Mining, Data Modeling, Business Strategy, New Business Development, Strategic Planning, Digital Strategy, Investment Banking, Mobile Applications, Corporate Finance, SaaS, Capital Markets, Management Consulting, Portfolio Management, Negotiation, Contract Negotiation, Forecasting, Analytics, Leadership, Marketing
Education
General Assembly 2013 — 2014
Digital Marketing
Wall Street Prep 2006 — 2006
Financial and Valuation Modeling
University of California, Los Angeles 2005 — 2005
University of California, Davis 2000 — 2005
BA, Economics, Communications & Pyschology
Thousand Oaks High School 1996 — 2000
Consultant January 2013 - Present
BMC Group June 2012 - June 2013
RESULTS.com May 2011 - November 2011
Creative Capital Group August 2010 - May 2011
The Salter Group July 2009 - August 2010
Houlihan Lokey February 2007 - April 2008
Skills
Strategy, Business Development, Business Intelligence, Finance, Analysis, Sales, Sales Process, Social Media Marketing, Marketing Strategy, Data Analysis, Mergers & Acquisitions, Microsoft Office, Keynote, Market Research, Qualitative Research, Social Marketing, Google Analytics, Google Adwords, Google Apps, Quantitative Research, Online Marketing, Online Advertising, Sales Management, Sales Presentations, Venture Capital, Mergers, Databases, Data Mining, Data Modeling, Business Strategy, New Business Development, Strategic Planning, Digital Strategy, Investment Banking, Mobile Applications, Corporate Finance, SaaS, Capital Markets, Management Consulting, Portfolio Management, Negotiation, Contract Negotiation, Forecasting, Analytics, Leadership, Marketing
Education
General Assembly 2013 — 2014
Digital Marketing
Wall Street Prep 2006 — 2006
Financial and Valuation Modeling
University of California, Los Angeles 2005 — 2005
University of California, Davis 2000 — 2005
BA, Economics, Communications & Pyschology
Thousand Oaks High School 1996 — 2000
Ericka Bautista's Houlihan Lokey Experience Retail Real Estate Summer InternTDJune 2013 - August 2013
Job Student at The Wharton School
Industry Financial Services
Experience
Houlihan Lokey Retail Real Estate Summer InternTDJune 2013 - August 2013
Junior Achievement June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Accounting, Data Analysis, Leadership, Social Media, Teamwork
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Houlihan Lokey Retail Real Estate Summer InternTDJune 2013 - August 2013
Junior Achievement June 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Research, Microsoft Excel, Accounting, Data Analysis, Leadership, Social Media, Teamwork
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Trevor Luong Trevor Luong's Houlihan Lokey Experience July 2013 - July 2015
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Education
University of California, Los Angeles 2009 — 2012
BA, Business Economics
Oaktree Capital Management July 2015 - Present
Houlihan Lokey July 2013 - July 2015
Education
University of California, Los Angeles 2009 — 2012
BA, Business Economics
Josh Grove Josh Grove's Houlihan Lokey Experience 2000 - 2001
Job Commercial Strategy Professional at Treasury Wine Estates
Industry Wine and Spirits
Experience
Treasury Wine Estates 2011 - Present
Meg Whitman for Governor 2010 2010 - 2010
Universal Sports 2008 - 2008
VentureOne 2003 - 2007
Houlihan Lokey 2000 - 2001
Skills
Business Strategy, Financial Modeling, Demand Planning, Supply Chain Management, Project Management, Data Analysis, Research, Entrepreneurship, Strategy, Financial Analysis, Training, Leadership, Forecasting, Cross-functional Team..., Business Planning
Education
UCLA Anderson School of Management 2007 — 2009
MBA
University of Oregon 1996 — 2000
B.S., Business Management/Economics
Treasury Wine Estates 2011 - Present
Meg Whitman for Governor 2010 2010 - 2010
Universal Sports 2008 - 2008
VentureOne 2003 - 2007
Houlihan Lokey 2000 - 2001
Skills
Business Strategy, Financial Modeling, Demand Planning, Supply Chain Management, Project Management, Data Analysis, Research, Entrepreneurship, Strategy, Financial Analysis, Training, Leadership, Forecasting, Cross-functional Team..., Business Planning
Education
UCLA Anderson School of Management 2007 — 2009
MBA
University of Oregon 1996 — 2000
B.S., Business Management/Economics
Theodore Beebe's Houlihan Lokey Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst (Financial Restructuring) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - August 2015
Dorchester Capital May 2014 - September 2014
J.P. Morgan June 2013 - August 2013
CBRE June 2011 - August 2012
Skills
Analysis, Salesforce.com, Investments, Bloomberg, Securities, Valuation, Asset Management, Public Speaking, Financial Analysis, Financial Modeling, PowerPoint
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Business Economics
Monte Vista High School 2007 — 2011
Houlihan Lokey June 2015 - August 2015
Dorchester Capital May 2014 - September 2014
J.P. Morgan June 2013 - August 2013
CBRE June 2011 - August 2012
Skills
Analysis, Salesforce.com, Investments, Bloomberg, Securities, Valuation, Asset Management, Public Speaking, Financial Analysis, Financial Modeling, PowerPoint
Education
University of California, Los Angeles 2011 — 2015
Bachelor's Degree, Business Economics
Monte Vista High School 2007 — 2011
Derek Lem Derek Lem's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst (Financial Restructuring) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Co. June 2012 - September 2012
McCafferty & Co. November 2011 - June 2012
Merrill Lynch June 2011 - November 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Houlihan Lokey July 2014 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Co. June 2012 - September 2012
McCafferty & Co. November 2011 - June 2012
Merrill Lynch June 2011 - November 2011
Education
University of California, Los Angeles 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Chad Lucien's Houlihan Lokey Experience June 1996 - March 2000
Job Senior Vice President, Sales and Marketing at Hillcrest Labs
Industry Computer Software
Experience
Hillcrest Labs August 2010 - Present
Hillcrest Labs March 2008 - August 2010
Hillcrest Labs December 2005 - March 2008
Hillcrest Labs April 2004 - December 2005
TVGateway LLC September 2002 - April 2004
Katalyst LLC April 2000 - September 2002
Houlihan Lokey June 1996 - March 2000
Signet Bank July 1995 - May 1996
Skills
Start-ups, Strategy, Business Development, Business Strategy, Product Marketing, Strategic Partnerships, Mergers & Acquisitions, Marketing Strategy, Corporate Development, Venture Capital, Strategic Planning, Executive Management, CRM, Mobile Devices, Go-to-market Strategy, SaaS, Consumer Electronics
Education
University of Virginia 1991 — 1995
Bachelors, Finance, Marketing
University of Bath 1994 — 1994
Business/Commerce, General
Hillcrest Labs August 2010 - Present
Hillcrest Labs March 2008 - August 2010
Hillcrest Labs December 2005 - March 2008
Hillcrest Labs April 2004 - December 2005
TVGateway LLC September 2002 - April 2004
Katalyst LLC April 2000 - September 2002
Houlihan Lokey June 1996 - March 2000
Signet Bank July 1995 - May 1996
Skills
Start-ups, Strategy, Business Development, Business Strategy, Product Marketing, Strategic Partnerships, Mergers & Acquisitions, Marketing Strategy, Corporate Development, Venture Capital, Strategic Planning, Executive Management, CRM, Mobile Devices, Go-to-market Strategy, SaaS, Consumer Electronics
Education
University of Virginia 1991 — 1995
Bachelors, Finance, Marketing
University of Bath 1994 — 1994
Business/Commerce, General
Jeanne Reece Jeanne Reece's Houlihan Lokey Experience February 2007 - Present
Job Global Payroll Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2007 - Present
MBH Solutions April 2006 - August 2006
International Rectifier December 2003 - April 2006
Tetra Tech March 2003 - December 2003
City National Bank November 1997 - February 2003
Skills
FINRA Series 99, Certified Payroll..., Payroll, Management, ADP Payroll, Ceridian, Payroll Taxes, Expense Reports, Kronos, Deferred Compensation, Accounting, Employee Benefits
Education
Towson University
Bachelor's degree, Accounting
University of Phoenix-Southern California Campus
Information Technology
University of Wisconsin-Milwaukee
Bachelor's degree, Social Work
Houlihan Lokey February 2007 - Present
MBH Solutions April 2006 - August 2006
International Rectifier December 2003 - April 2006
Tetra Tech March 2003 - December 2003
City National Bank November 1997 - February 2003
Skills
FINRA Series 99, Certified Payroll..., Payroll, Management, ADP Payroll, Ceridian, Payroll Taxes, Expense Reports, Kronos, Deferred Compensation, Accounting, Employee Benefits
Education
Towson University
Bachelor's degree, Accounting
University of Phoenix-Southern California Campus
Information Technology
University of Wisconsin-Milwaukee
Bachelor's degree, Social Work
Eddie J.S. Kim Eddie J.S. Kim's Houlihan Lokey Experience June 2015 - Present
Job Summer Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
The Berkeley Group September 2014 - Present
IBM University Competition August 2014 - December 2014
Career, Employment & Transfer Center February 2013 - May 2014
Tapastic.com October 2012 - April 2013
27th Infantry Division, Special Unit C May 2010 - March 2012
Skills
Case Studies, Organizational..., Start-ups, Organizational..., Social Skills, Team Management, Consulting, Strategic Consulting, Management Consulting, Business Modeling, Business Strategy, Business Analysis, Market Research, Entrepreneurship, Marketing Strategy, Higher Education
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor's Degree
Houlihan Lokey June 2015 - Present
The Berkeley Group September 2014 - Present
IBM University Competition August 2014 - December 2014
Career, Employment & Transfer Center February 2013 - May 2014
Tapastic.com October 2012 - April 2013
27th Infantry Division, Special Unit C May 2010 - March 2012
Skills
Case Studies, Organizational..., Start-ups, Organizational..., Social Skills, Team Management, Consulting, Strategic Consulting, Management Consulting, Business Modeling, Business Strategy, Business Analysis, Market Research, Entrepreneurship, Marketing Strategy, Higher Education
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor's Degree
Shanna Su's Houlihan Lokey Experience June 2013 - August 2013
Job Analyst at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research August 2014 - Present
Houlihan Lokey June 2013 - August 2013
CICC July 2012 - August 2012
Haas School of Business January 2011 - May 2011
PwC Consulting 2011 - 2011
Skills
Financial Modeling, R, Mandarin, Data Analysis, Finance, Data Mining, Valuation, Capital IQ, Corporate Finance, Economics, Netezza, SAS, SQL
Education
Haas School of Business, UC Berkeley 2010 — 2014
Bachelor of Science (BSc), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Statistics
师大二附
Cornerstone Research August 2014 - Present
Houlihan Lokey June 2013 - August 2013
CICC July 2012 - August 2012
Haas School of Business January 2011 - May 2011
PwC Consulting 2011 - 2011
Skills
Financial Modeling, R, Mandarin, Data Analysis, Finance, Data Mining, Valuation, Capital IQ, Corporate Finance, Economics, Netezza, SAS, SQL
Education
Haas School of Business, UC Berkeley 2010 — 2014
Bachelor of Science (BSc), Business Administration
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Statistics
师大二附
Joseph Franciskovich Joseph Franciskovich's Houlihan Lokey Experience October 2009 - May 2010
Job Director at Steel Partners / Steel Sports
Industry Investment Banking
Experience
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Jeff O'Donohue Jeff O'Donohue's Houlihan Lokey Experience December 2009 - March 2011
Job Partner at Starfort Capital Management
Industry Investment Management
Experience
Starfort Capital Management 2015 - Present
Baker Street Capital February 2011 - 2015
Houlihan Lokey December 2009 - March 2011
Skills
Valuation, Investments, Alternative Investments, Financial Analysis, Investment Banking, LBO, Equity Research, Equities, Portfolio Management, Venture Capital, Private Equity, Equity Valuation
Education
University of California, Los Angeles
Starfort Capital Management 2015 - Present
Baker Street Capital February 2011 - 2015
Houlihan Lokey December 2009 - March 2011
Skills
Valuation, Investments, Alternative Investments, Financial Analysis, Investment Banking, LBO, Equity Research, Equities, Portfolio Management, Venture Capital, Private Equity, Equity Valuation
Education
University of California, Los Angeles
Alex Grodnik's Houlihan Lokey Experience March 2012 - August 2013
Job MBA Candidate at UCLA Anderson School of Management
Industry Investment Banking
Experience
UCLA Anderson School of Management September 2015 - Present
Whalerock Industries August 2013 - August 2015
Houlihan Lokey March 2012 - August 2013
J.P. Morgan July 2009 - March 2012
Skills
Financial Analysis, Financial Modeling, Private Equity, Digital Media, New Media, Entertainment Industry, Media & Entertainment, Corporate Finance, Investment Banking, Mergers & Acquisitions, Analytics, Restructuring, Bloomberg, Valuation, Capital Markets, Fixed Income
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University 2005 — 2009
BS Finance
Park City High School
UCLA Anderson School of Management September 2015 - Present
Whalerock Industries August 2013 - August 2015
Houlihan Lokey March 2012 - August 2013
J.P. Morgan July 2009 - March 2012
Skills
Financial Analysis, Financial Modeling, Private Equity, Digital Media, New Media, Entertainment Industry, Media & Entertainment, Corporate Finance, Investment Banking, Mergers & Acquisitions, Analytics, Restructuring, Bloomberg, Valuation, Capital Markets, Fixed Income
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Lehigh University 2005 — 2009
BS Finance
Park City High School
Karen Miles Karen Miles's Houlihan Lokey Experience 1998 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey 1998 - Present
Arthur Andersen LLP 1988 - 1998
Skills
Business Valuation, Fairness Opinions, Intangible Assets, Private Equity, Investment Banking, Securities, Valuation, Mergers, Corporate Finance, Tax, Due Diligence, Mergers & Acquisitions, Financial Advisory, IPO, M&A experience, Private Placements, Venture Capital, Financial Modeling, Investments, LBO, Capital Markets, Asset Management, Financial Analysis
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
University of Southern California 1980 — 1983
BS, Business
Houlihan Lokey 1998 - Present
Arthur Andersen LLP 1988 - 1998
Skills
Business Valuation, Fairness Opinions, Intangible Assets, Private Equity, Investment Banking, Securities, Valuation, Mergers, Corporate Finance, Tax, Due Diligence, Mergers & Acquisitions, Financial Advisory, IPO, M&A experience, Private Placements, Venture Capital, Financial Modeling, Investments, LBO, Capital Markets, Asset Management, Financial Analysis
Education
UCLA Anderson School of Management 1986 — 1988
MBA, Finance
University of Southern California 1980 — 1983
BS, Business
Justin Zammit Justin Zammit's Houlihan Lokey Experience May 2013 - Present
Job Restructuring and Special Situations Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 2013 - Present
Deloitte February 2012 - May 2013
Stonegate Securities July 2010 - February 2012
Morgan Stanley Smith Barney October 2007 - July 2010
United States Marine Corps November 2001 - October 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Investments, Team Leadership, Analysis, Investment Banking, Asset Allocation, Strategy, Business Planning, Leadership, Strategic Planning, Management, Finance, Due Diligence, Financial Accounting, Microsoft Office, Microsoft Excel, Corporate Finance, PIPEs, Training, Risk Management, Mergers & Acquisitions, Restructuring, Special Situations
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
Master's Degree, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Finance
University at Buffalo 2000 — 2007
BA, Economics
Houlihan Lokey May 2013 - Present
Deloitte February 2012 - May 2013
Stonegate Securities July 2010 - February 2012
Morgan Stanley Smith Barney October 2007 - July 2010
United States Marine Corps November 2001 - October 2009
Skills
Financial Modeling, Valuation, Financial Analysis, Portfolio Management, Investments, Team Leadership, Analysis, Investment Banking, Asset Allocation, Strategy, Business Planning, Leadership, Strategic Planning, Management, Finance, Due Diligence, Financial Accounting, Microsoft Office, Microsoft Excel, Corporate Finance, PIPEs, Training, Risk Management, Mergers & Acquisitions, Restructuring, Special Situations
Education
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2013
Master's Degree, Accounting
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
MS, Finance
University at Buffalo 2000 — 2007
BA, Economics
Richard Lee, CPA, ABV, ASA Richard Lee, CPA, ABV, ASA's Houlihan Lokey Experience December 2014 - Present
Job Managing Director at Houlihan Lokey
Industry Management Consulting
Experience
Houlihan Lokey December 2014 - Present
Deloitte Financial Advisory Services LLP May 2005 - November 2014
Ernst & Young May 2002 - May 2005
Arthur Andersen LLP June 1997 - May 2002
Skills
Business Valuation, Litigation Support, Intangible Assets, Purchase Price..., Expert Witness Services, Intellectual Property..., Breach Of Contract, Employment Litigation, Shareholder Disputes, Patent Litigation, Trademark Infringement, Trade Secret Litigation, Copyright Litigation, Forensic Accounting, Expert Witness, Mergers, Trade Secrets, Intellectual Property, Mergers & Acquisitions, Copyright Law, Due Diligence, Litigation, Dispute Resolution, Commercial Litigation, Arbitration, Patents, University Teaching, Valuation, Restructuring, Management Consulting, Corporate Finance, Financial Analysis
Education
UCLA Anderson School of Management 2002 — 2005
MBA, Business Administration
University of Southern California - Marshall School of Business 1994 — 1997
Bachelors, Business Administration - Finance
Houlihan Lokey December 2014 - Present
Deloitte Financial Advisory Services LLP May 2005 - November 2014
Ernst & Young May 2002 - May 2005
Arthur Andersen LLP June 1997 - May 2002
Skills
Business Valuation, Litigation Support, Intangible Assets, Purchase Price..., Expert Witness Services, Intellectual Property..., Breach Of Contract, Employment Litigation, Shareholder Disputes, Patent Litigation, Trademark Infringement, Trade Secret Litigation, Copyright Litigation, Forensic Accounting, Expert Witness, Mergers, Trade Secrets, Intellectual Property, Mergers & Acquisitions, Copyright Law, Due Diligence, Litigation, Dispute Resolution, Commercial Litigation, Arbitration, Patents, University Teaching, Valuation, Restructuring, Management Consulting, Corporate Finance, Financial Analysis
Education
UCLA Anderson School of Management 2002 — 2005
MBA, Business Administration
University of Southern California - Marshall School of Business 1994 — 1997
Bachelors, Business Administration - Finance
Pat Pilouk's Houlihan Lokey Experience 2012 - 2013
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray 2014 - Present
Houlihan Lokey 2012 - 2013
Disney Consumer Products 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Forecasting, Financial Reporting, Strategic Financial..., Competitive Analysis, Microsoft Excel, Accounting, Analysis, Mergers, Analytics, Business Strategy, Business Analysis, Quantitative Analytics, Market Research, Mergers & Acquisitions, Start-ups, Investment Banking, Business Valuation, Private Equity, Financial Planning
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Psychobiology
Piper Jaffray 2014 - Present
Houlihan Lokey 2012 - 2013
Disney Consumer Products 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Forecasting, Financial Reporting, Strategic Financial..., Competitive Analysis, Microsoft Excel, Accounting, Analysis, Mergers, Analytics, Business Strategy, Business Analysis, Quantitative Analytics, Market Research, Mergers & Acquisitions, Start-ups, Investment Banking, Business Valuation, Private Equity, Financial Planning
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Psychobiology
Vicki Kennedy's Houlihan Lokey Experience October 2012 - Present
Job Senior Counsel at Greenberg Traurig LLP
Industry Law Practice
Experience
Greenberg Traurig LLP September 2015 - Present
Edward M. Kennedy Institute for the United State Senate December 2011 - Present
Commission on Political Reform, Bi-Partisan Policy Center March 2013 - Present
Houlihan Lokey October 2012 - Present
The John F. Kennedy Center for the Performing Arts September 2009 - Present
Represented by The Harry Walker Agency December 2009 - Present
National Leadership Roundtable on Church Management January 2010 - Present
UMass Boston 2011 - Present
VR Kennedy Strategies October 2013 - August 2015
Common Sense about Kids and Guns October 1999 - June 2011
Skills
Strategic Business..., Corporate Law, Public Speaking, Nonprofits, Strategic Communications, Healthcare, Government, Politics, Fundraising, Policy, Strategy, Leadership, Non-profits, Public Policy, Policy Analysis, Strategic Planning, International Relations, Public Relations, Management, Philanthropy, Non-profit..., Legislative Relations, Grants, Coalitions
Education
Tulane Law School 1976 — 1979
JD, Law
Newcomb College 1972 — 1976
BA, English
Greenberg Traurig LLP September 2015 - Present
Edward M. Kennedy Institute for the United State Senate December 2011 - Present
Commission on Political Reform, Bi-Partisan Policy Center March 2013 - Present
Houlihan Lokey October 2012 - Present
The John F. Kennedy Center for the Performing Arts September 2009 - Present
Represented by The Harry Walker Agency December 2009 - Present
National Leadership Roundtable on Church Management January 2010 - Present
UMass Boston 2011 - Present
VR Kennedy Strategies October 2013 - August 2015
Common Sense about Kids and Guns October 1999 - June 2011
Skills
Strategic Business..., Corporate Law, Public Speaking, Nonprofits, Strategic Communications, Healthcare, Government, Politics, Fundraising, Policy, Strategy, Leadership, Non-profits, Public Policy, Policy Analysis, Strategic Planning, International Relations, Public Relations, Management, Philanthropy, Non-profit..., Legislative Relations, Grants, Coalitions
Education
Tulane Law School 1976 — 1979
JD, Law
Newcomb College 1972 — 1976
BA, English
Jeremy Reed Jeremy Reed's Houlihan Lokey Experience July 2011 - August 2014
Job _
Industry Financial Services
Experience
Houlihan Lokey July 2011 - August 2014
Houlihan Lokey June 2010 - August 2010
Skylight Capital September 2009 - February 2010
Johnson Investment Counsel September 2008 - December 2008
Skills
Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Corporate Finance, Investments, Shareholder Activism, Corporate Governance
Education
University of Cincinnati College of Business 2006 — 2011
Finance
Houlihan Lokey July 2011 - August 2014
Houlihan Lokey June 2010 - August 2010
Skylight Capital September 2009 - February 2010
Johnson Investment Counsel September 2008 - December 2008
Skills
Finance, Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Corporate Finance, Investments, Shareholder Activism, Corporate Governance
Education
University of Cincinnati College of Business 2006 — 2011
Finance
Brad Margol Brad Margol's Houlihan Lokey Experience May 2009 - June 2011
Job Corporate Strategy and Payments Executive
Industry Management Consulting
Experience
Premier Debt Solutions llc. October 2010 - Present
Carlisle & Gallagher Consulting Group June 2014 - March 2015
Tata Consultancy Services May 2011 - May 2014
Houlihan Lokey May 2009 - June 2011
Consulting May 2007 - May 2009
TSYS Acquiring Solutions March 2006 - April 2007
JPMorgan Chase (formerly Washington Mutual and Providian Financial) February 2005 - March 2006
Strativa, Inc. 2002 - 2004
Bayshore Consulting 1992 - 2001
Sumitomo Mitsui Banking Corporation March 1990 - September 1991
Skills
Management Consulting, Strategic Planning, Credit Cards, Banking, Prepaid Cards, Debit Cards, Profitability Analysis, Corporate Finance, Business Strategy, Financial Analysis, Strategy Development, Business Planning, Marketing Strategy, Payments, Mergers, Mentoring, Mobile Payments, Negotiation, Strategy, Mergers & Acquisitions, Analysis, Finance, Executive Management, Business Development, Portfolio Management, Financial Services, Management, Analytics, Due Diligence, Process Improvement, Venture Capital, Investments, Valuation, Program Management, Restructuring, Governance, Consulting, Capital Markets, Integration, Business Process..., Strategic Partnerships, Risk Management, Segmentation, Product Development, Competitive Analysis, Acquisition Integration, Cards, Strategic Consulting, Training, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA, International Business
University of California, Santa Barbara 1981 — 1985
B.A., Business Economics, highest honors
Premier Debt Solutions llc. October 2010 - Present
Carlisle & Gallagher Consulting Group June 2014 - March 2015
Tata Consultancy Services May 2011 - May 2014
Houlihan Lokey May 2009 - June 2011
Consulting May 2007 - May 2009
TSYS Acquiring Solutions March 2006 - April 2007
JPMorgan Chase (formerly Washington Mutual and Providian Financial) February 2005 - March 2006
Strativa, Inc. 2002 - 2004
Bayshore Consulting 1992 - 2001
Sumitomo Mitsui Banking Corporation March 1990 - September 1991
Skills
Management Consulting, Strategic Planning, Credit Cards, Banking, Prepaid Cards, Debit Cards, Profitability Analysis, Corporate Finance, Business Strategy, Financial Analysis, Strategy Development, Business Planning, Marketing Strategy, Payments, Mergers, Mentoring, Mobile Payments, Negotiation, Strategy, Mergers & Acquisitions, Analysis, Finance, Executive Management, Business Development, Portfolio Management, Financial Services, Management, Analytics, Due Diligence, Process Improvement, Venture Capital, Investments, Valuation, Program Management, Restructuring, Governance, Consulting, Capital Markets, Integration, Business Process..., Strategic Partnerships, Risk Management, Segmentation, Product Development, Competitive Analysis, Acquisition Integration, Cards, Strategic Consulting, Training, Financial Modeling
Education
University of California, Los Angeles - The Anderson School of Management 1987 — 1989
MBA, International Business
University of California, Santa Barbara 1981 — 1985
B.A., Business Economics, highest honors
Jane Beck's Houlihan Lokey Experience June 2013 - August 2013
Job Financial Analyst, FP&A at Disney ABC Television Group
Industry Entertainment
Experience
Disney ABC Television Group November 2013 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Company February 2012 - August 2012
Parson Latimer & Judge, LLC. June 2011 - August 2011
Investment 31 February 2011 - June 2011
Universal Music Group June 2010 - August 2010
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Valuation, Financial Analysis, Economics, Data Analysis, Investment Banking, Corporate Finance, Due Diligence, PowerPoint, Bloomberg, Finance
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Disney ABC Television Group November 2013 - Present
Houlihan Lokey June 2013 - August 2013
McCafferty & Company February 2012 - August 2012
Parson Latimer & Judge, LLC. June 2011 - August 2011
Investment 31 February 2011 - June 2011
Universal Music Group June 2010 - August 2010
Skills
Financial Modeling, Capital IQ, Microsoft Excel, Valuation, Financial Analysis, Economics, Data Analysis, Investment Banking, Corporate Finance, Due Diligence, PowerPoint, Bloomberg, Finance
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Jason Mohr Jason Mohr's Houlihan Lokey Experience June 2014 - August 2014
Job Analyst at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Houlihan Lokey June 2013 - August 2013
InvertirOnline.com May 2013 - May 2013
Rogers & Cowan January 2013 - January 2013
The Peninsula Beverly Hills May 2012 - July 2012
United Way of Greater Los Angeles June 2010 - July 2010
Wolfgang Puck Catering June 2010 - July 2010
Los Angeles Times Magazine October 2008 - September 2009
Skills
Microsoft Excel, Management, Strategic Leadership, Microsoft Office, Business Writing, Community Development, Argus Modeling, Real Estate Transactions
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration, Finance, and Real Estate
Universitat Pompeu Fabra 2014 — 2014
Harvard-Westlake School 2005 — 2011
Eastdil Secured July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Houlihan Lokey June 2013 - August 2013
InvertirOnline.com May 2013 - May 2013
Rogers & Cowan January 2013 - January 2013
The Peninsula Beverly Hills May 2012 - July 2012
United Way of Greater Los Angeles June 2010 - July 2010
Wolfgang Puck Catering June 2010 - July 2010
Los Angeles Times Magazine October 2008 - September 2009
Skills
Microsoft Excel, Management, Strategic Leadership, Microsoft Office, Business Writing, Community Development, Argus Modeling, Real Estate Transactions
Education
Cornell University 2011 — 2015
Bachelor of Science (B.S.), Hotel Administration, Finance, and Real Estate
Universitat Pompeu Fabra 2014 — 2014
Harvard-Westlake School 2005 — 2011
Amy Xiao Amy Xiao's Houlihan Lokey Experience May 2012 - October 2013
Job Sr. Analyst at The CIM Group
Industry Financial Services
Experience
The CIM Group January 2014 - Present
Houlihan Lokey May 2012 - October 2013
Deloitte January 2011 - January 2012
Viceroy Hotel Group April 2008 - January 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Business Valuation, Financial Accounting, Forecasting, Bloomberg, Microsoft Excel, Hotels, Equity Valuation, Equities, Investment Banking, Finance
Education
University of California, Los Angeles 2005 — 2009
Extension Program, Award in Accounting
University of California, Los Angeles 2000 — 2004
B.A., Economics, Sociology
The CIM Group January 2014 - Present
Houlihan Lokey May 2012 - October 2013
Deloitte January 2011 - January 2012
Viceroy Hotel Group April 2008 - January 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Reporting, Corporate Finance, Accounting, Due Diligence, Business Valuation, Financial Accounting, Forecasting, Bloomberg, Microsoft Excel, Hotels, Equity Valuation, Equities, Investment Banking, Finance
Education
University of California, Los Angeles 2005 — 2009
Extension Program, Award in Accounting
University of California, Los Angeles 2000 — 2004
B.A., Economics, Sociology
Dillon Twombly Dillon Twombly's Houlihan Lokey Experience 2010 - 2010
Job Assistant Vice President at MetLife
Industry International Affairs
Experience
MetLife November 2013 - Present
Veracity Worldwide July 2013 - October 2013
Veracity Worldwide July 2011 - June 2013
Houlihan Lokey 2010 - 2010
US Government July 2002 - May 2009
Office of Naval Intelligence September 2000 - June 2002
Skills
Analysis, Government, Policy Analysis, Emerging Markets, Financial Modeling, Economics, Risk Management, Strategy, Strategic Planning, Financial Analysis, Due Diligence, Program Management, Research, Management Consulting, Investments, Business Strategy, Project Management, International Relations, Management, Private Equity, Finance, Defense, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, MBA
Trinity College-Hartford 1996 — 2000
BA, History
MetLife November 2013 - Present
Veracity Worldwide July 2013 - October 2013
Veracity Worldwide July 2011 - June 2013
Houlihan Lokey 2010 - 2010
US Government July 2002 - May 2009
Office of Naval Intelligence September 2000 - June 2002
Skills
Analysis, Government, Policy Analysis, Emerging Markets, Financial Modeling, Economics, Risk Management, Strategy, Strategic Planning, Financial Analysis, Due Diligence, Program Management, Research, Management Consulting, Investments, Business Strategy, Project Management, International Relations, Management, Private Equity, Finance, Defense, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, MBA
Trinity College-Hartford 1996 — 2000
BA, History
Ryen Wang's Houlihan Lokey Experience July 2013 - September 2014
Job Business Development Analyst at CircleUp
Industry Venture Capital & Private Equity
Experience
CircleUp September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Johnson & Johnson February 2012 - June 2013
Hotchkis and Wiley Capital Management June 2012 - August 2012
Pathway Capital Management October 2011 - February 2012
IDG-Accel Partners July 2011 - September 2011
UBS Financial Services March 2011 - June 2011
Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8
CircleUp September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Johnson & Johnson February 2012 - June 2013
Hotchkis and Wiley Capital Management June 2012 - August 2012
Pathway Capital Management October 2011 - February 2012
IDG-Accel Partners July 2011 - September 2011
UBS Financial Services March 2011 - June 2011
Skills
Bloomberg, Capital IQ, Thomson One, SAP, Photoshop, Lightroom, Excel
Education
University of California, Irvine 2010 — 2013
Bachelor of Arts, Cum Laude, Business Economics, GPA: 3.8
Patrick Perdue Patrick Perdue's Houlihan Lokey Experience April 2008 - May 2011
Job Managing Director at Academy Securities, Inc.
Industry Investment Banking
Experience
Academy Securities, Inc. January 2013 - Present
Northern Value Partners LLC May 2011 - January 2013
Houlihan Lokey April 2008 - May 2011
JPMorgan 2005 - June 2008
US Navy May 1993 - August 2004
Skills
Restructuring, Mergers, Leveraged Finance, Acquisitions, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Trading, Equities, Portfolio Management, Capital Markets, Valuation, Venture Capital, Due Diligence, Securities
Education
United States Naval Academy
B.S., General Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
La Salle Military Academy
Academy Securities, Inc. January 2013 - Present
Northern Value Partners LLC May 2011 - January 2013
Houlihan Lokey April 2008 - May 2011
JPMorgan 2005 - June 2008
US Navy May 1993 - August 2004
Skills
Restructuring, Mergers, Leveraged Finance, Acquisitions, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Trading, Equities, Portfolio Management, Capital Markets, Valuation, Venture Capital, Due Diligence, Securities
Education
United States Naval Academy
B.S., General Engineering
New York University - Leonard N. Stern School of Business
MBA, Finance
La Salle Military Academy
Chuck Yamarone Chuck Yamarone's Houlihan Lokey Experience November 2009 - Present
Job Member of the Board of Directors at El Paso Electric Company
Industry Investment Banking
Experience
United Continental Holdings, Inc. October 2010 - Present
Houlihan Lokey November 2009 - Present
El Paso Electric Company January 1996 - Present
Continental Airlines January 1995 - October 2010
Libra Securities, LLC October 1991 - October 2009
Skills
Valuation, Mergers & Acquisitions, Mergers, Private Equity, Investment Banking, Corporate Finance
Education
University of California, Berkeley - School of Law 1981 — 1984
St. James
United Continental Holdings, Inc. October 2010 - Present
Houlihan Lokey November 2009 - Present
El Paso Electric Company January 1996 - Present
Continental Airlines January 1995 - October 2010
Libra Securities, LLC October 1991 - October 2009
Skills
Valuation, Mergers & Acquisitions, Mergers, Private Equity, Investment Banking, Corporate Finance
Education
University of California, Berkeley - School of Law 1981 — 1984
St. James
Alexander Yu Alexander Yu's Houlihan Lokey Experience December 2014 - Present
Job Business Systems Analyst at Houlihan Lokey
Industry Information Technology and Services
Experience
Houlihan Lokey December 2014 - Present
RelationEdge June 2014 - December 2014
Sole Proprietorship February 2014 - December 2014
Demand Media August 2012 - November 2014
Cornerstone OnDemand August 2011 - August 2012
Cornerstone OnDemand February 2010 - August 2011
UCLA Recreation March 2008 - February 2010
Skills
Salesforce.com, Database Administration, Microsoft Office, Mandarin, CRM software, SaaS, Excel, Microsoft Excel, Management, Strategy, CRM, Sales, Sales Management, Strategic Partnerships, Sales Operations, Digital Media, Analytics, Enterprise Software, Data Analysis, Leadership
Education
Lowell HS
University of California, Los Angeles
BA, International Economics
Houlihan Lokey December 2014 - Present
RelationEdge June 2014 - December 2014
Sole Proprietorship February 2014 - December 2014
Demand Media August 2012 - November 2014
Cornerstone OnDemand August 2011 - August 2012
Cornerstone OnDemand February 2010 - August 2011
UCLA Recreation March 2008 - February 2010
Skills
Salesforce.com, Database Administration, Microsoft Office, Mandarin, CRM software, SaaS, Excel, Microsoft Excel, Management, Strategy, CRM, Sales, Sales Management, Strategic Partnerships, Sales Operations, Digital Media, Analytics, Enterprise Software, Data Analysis, Leadership
Education
Lowell HS
University of California, Los Angeles
BA, International Economics
Brennon Chen Brennon Chen's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Lucid Design Group November 2013 - May 2014
Clinkle July 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Online Marketing, Research, Microsoft Office, Event Planning, Social Media, Management, Data Analysis, Economics, Financial Modeling, Nonprofits, Leadership, Mergers & Acquisitions, Public Speaking, Photoshop, Market Research, Social Networking, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
Venice Senior High School 2007 — 2011
Houlihan Lokey July 2015 - Present
Wells Fargo Securities June 2014 - August 2014
Lucid Design Group November 2013 - May 2014
Clinkle July 2013 - September 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Online Marketing, Research, Microsoft Office, Event Planning, Social Media, Management, Data Analysis, Economics, Financial Modeling, Nonprofits, Leadership, Mergers & Acquisitions, Public Speaking, Photoshop, Market Research, Social Networking, Financial Analysis
Education
University of California, Berkeley 2011 — 2015
Bachelor of Arts (BA), Economics
Venice Senior High School 2007 — 2011
Abhishek Ashok's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
GP Bullhound August 2014 - December 2014
Credit Suisse June 2014 - August 2014
KPMG May 2013 - July 2013
Ernst & Young May 2012 - July 2012
Skills
Microsoft Office, Valuation, Financial Modeling, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Microsoft Word, Investment Banking
Education
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration
Houlihan Lokey June 2015 - Present
GP Bullhound August 2014 - December 2014
Credit Suisse June 2014 - August 2014
KPMG May 2013 - July 2013
Ernst & Young May 2012 - July 2012
Skills
Microsoft Office, Valuation, Financial Modeling, Financial Analysis, Marketing, Marketing Strategy, Data Analysis, Microsoft Word, Investment Banking
Education
Haas School of Business, UC Berkeley 2011 — 2015
Bachelor of Science (BS), Business Administration
Alexander Fast's Houlihan Lokey Experience January 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey January 2015 - Present
Houlihan Lokey September 2014 - December 2014
Freelance August 2013 - May 2014
Provident Financial Management June 2011 - August 2012
Skills
Microsoft Excel, Stata, Datafaction, PowerPoint, Quantitative, Data Analysis, Econometrics
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Economics, Mathematics - Cum Laude
Houlihan Lokey January 2015 - Present
Houlihan Lokey September 2014 - December 2014
Freelance August 2013 - May 2014
Provident Financial Management June 2011 - August 2012
Skills
Microsoft Excel, Stata, Datafaction, PowerPoint, Quantitative, Data Analysis, Econometrics
Education
Tulane University 2010 — 2014
Bachelor of Science (BS), Economics, Mathematics - Cum Laude
Sharon Berman's Houlihan Lokey Experience May 1994 - May 1995
Job Marketing & Public Relations, Advertising, Social Media, Websites for Law Firms and Other Professional Services
Industry Marketing and Advertising
Experience
Berbay Marketing & Public Relations June 1995 - Present
Houlihan Lokey May 1994 - May 1995
Arthur Andersen June 1989 - June 1994
Skills
Marketing Strategy, Litigation Public..., Law Firm Public..., Law Firm Marketing, Commercial Real Estate..., Commercial Real Estate..., Architecture Public..., Engineering Public..., Architecture Marketing, Engineering Marketing, Financial Services..., Financial Services..., Professional Services..., Professional Services..., Construction Marketing, Construction Public..., Business Development..., Business Development..., Business Development..., Business Development..., Business Development..., Marketing Communciations, Social Media Marketing..., Marketing to Lawyers, Marketing to Law Firms, Obtaining Speaking..., Increasing Visibility..., Law Firms, Public Relations, Attorneys, Marketing, Marketing Communications, Real Estate, Social Media Marketing, Litigation, Professional Services, Services Marketing, Legal Marketing, Financial Services, Start-ups, Online Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Strategic Planning, Strategy, Advertising, Media Relations, Online Advertising, Lead Generation
Education
University of California, Los Angeles 1974 — 1978
University of Southern California - Marshall School of Business
MBA, Marketing
Berbay Marketing & Public Relations June 1995 - Present
Houlihan Lokey May 1994 - May 1995
Arthur Andersen June 1989 - June 1994
Skills
Marketing Strategy, Litigation Public..., Law Firm Public..., Law Firm Marketing, Commercial Real Estate..., Commercial Real Estate..., Architecture Public..., Engineering Public..., Architecture Marketing, Engineering Marketing, Financial Services..., Financial Services..., Professional Services..., Professional Services..., Construction Marketing, Construction Public..., Business Development..., Business Development..., Business Development..., Business Development..., Business Development..., Marketing Communciations, Social Media Marketing..., Marketing to Lawyers, Marketing to Law Firms, Obtaining Speaking..., Increasing Visibility..., Law Firms, Public Relations, Attorneys, Marketing, Marketing Communications, Real Estate, Social Media Marketing, Litigation, Professional Services, Services Marketing, Legal Marketing, Financial Services, Start-ups, Online Marketing, Strategic Partnerships, Entrepreneurship, Social Media, Strategic Planning, Strategy, Advertising, Media Relations, Online Advertising, Lead Generation
Education
University of California, Los Angeles 1974 — 1978
University of Southern California - Marshall School of Business
MBA, Marketing
Dustin Nguyen's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst (Restructuring) at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Kerwood Capital Partners January 2015 - June 2015
FocalPoint Partners, LLC June 2014 - September 2014
Intrepid Investment Bankers LLC March 2014 - June 2014
UCLA Anderson School of Management May 2013 - May 2014
Diversis Capital LLC October 2013 - February 2014
Premier Comprehensive Financial, Inc. July 2013 - October 2013
Skills
Leadership, Public Speaking, Research, Communication, Teamwork, Accounting, Microsoft Excel, Investment Banking, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Bloomberg, Financial Analysis, Presentations, Microsoft Office
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Van Nuys Senior High School 2008 — 2012
High School Diploma, Math/Science/Technology
Houlihan Lokey June 2015 - Present
Kerwood Capital Partners January 2015 - June 2015
FocalPoint Partners, LLC June 2014 - September 2014
Intrepid Investment Bankers LLC March 2014 - June 2014
UCLA Anderson School of Management May 2013 - May 2014
Diversis Capital LLC October 2013 - February 2014
Premier Comprehensive Financial, Inc. July 2013 - October 2013
Skills
Leadership, Public Speaking, Research, Communication, Teamwork, Accounting, Microsoft Excel, Investment Banking, Due Diligence, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Bloomberg, Financial Analysis, Presentations, Microsoft Office
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (B.A.), Business Economics
Van Nuys Senior High School 2008 — 2012
High School Diploma, Math/Science/Technology
Rishi Chand Rishi Chand's Houlihan Lokey Experience May 2004 - August 2004
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2013 - Present
Yahoo October 2007 - June 2011
Triage Consulting Group April 2005 - September 2007
Houlihan Lokey May 2004 - August 2004
Skills
Sales, Client Services, New Business Development, Client Interfacing, Client Relationship..., Revenue Management, Driving Revenue, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Revenue Forecasting, Revenue Modeling, Process Consulting, Client Communications, Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Emphasis in Finance
University of California, Berkeley 2000 — 2004
BS / BA, Business Administration / Economics
Wells Fargo July 2013 - Present
Yahoo October 2007 - June 2011
Triage Consulting Group April 2005 - September 2007
Houlihan Lokey May 2004 - August 2004
Skills
Sales, Client Services, New Business Development, Client Interfacing, Client Relationship..., Revenue Management, Driving Revenue, Financial Analysis, Financial Modeling, Financial Planning, Financial Reporting, Revenue Forecasting, Revenue Modeling, Process Consulting, Client Communications, Excel, PowerPoint
Education
University of Southern California - Marshall School of Business 2011 — 2013
MBA, Emphasis in Finance
University of California, Berkeley 2000 — 2004
BS / BA, Business Administration / Economics
Amanda Lee's Houlihan Lokey Experience 2014 - 2014
Job Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2014 - Present
Houlihan Lokey 2014 - 2014
Skills
DCF, LBO, Microsoft Excel, Investment Banking, PowerPoint, Project Management, M&A experience, Leadership, IPO, Leveraged Finance, Emerging Markets, Nonprofits, Corporate Development, Acquisitions, Financial Advisory, Alternative Investments, Restructuring, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Moelis & Company 2014 - Present
Houlihan Lokey 2014 - 2014
Skills
DCF, LBO, Microsoft Excel, Investment Banking, PowerPoint, Project Management, M&A experience, Leadership, IPO, Leveraged Finance, Emerging Markets, Nonprofits, Corporate Development, Acquisitions, Financial Advisory, Alternative Investments, Restructuring, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Shane Correia's Houlihan Lokey Experience June 2015 - Present
Job Recent Graduate
Industry Marketing and Advertising
Experience
Houlihan Lokey June 2015 - Present
7-Eleven 2010 - June 2015
Skills
Sales Management, Sales Operations, Social Media Marketing, Market Research, Marketing Communications, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of California, Riverside
Houlihan Lokey June 2015 - Present
7-Eleven 2010 - June 2015
Skills
Sales Management, Sales Operations, Social Media Marketing, Market Research, Marketing Communications, Microsoft Excel, Microsoft Office
Education
University of California, Riverside 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
University of California, Riverside
Mark Stinner's Houlihan Lokey Experience July 2006 - July 2007
Job Associate at Greentech Capital Advisors
Industry Investment Banking
Experience
Greentech Capital Advisors October 2014 - Present
Robert Half Finance & Accounting June 2012 - May 2013
Credit Suisse July 2009 - May 2011
Credit Suisse July 2007 - July 2009
Houlihan Lokey July 2006 - July 2007
IBM September 2005 - May 2006
Skills
Investment Banking, Bloomberg, Capital Markets, Valuation, Equities, Private Equity, Private Placements, Financial Modeling, M&A experience, Business Valuation, Special Situations, Securities, Venture Capital, Due Diligence, Strategy, Portfolio Management, Banking, Management, Derivatives, Corporate Development, Capital, Investment Management, Finance, Structured Finance, Hedge Funds, Mergers & Acquisitions, Restructuring, Financial Structuring, Emerging Markets, Financial Analysis, Accounting, Alternative Investments, Forecasting, Investments, Financial Services, Fixed Income, Asset Management, Analysis, Financial Advisory
Education
University of Arizona, Eller College of Management 2002 — 2006
BSBA, Finance, Summa Cum Laude
Brophy College Preparatory 1998 — 2002
Greentech Capital Advisors October 2014 - Present
Robert Half Finance & Accounting June 2012 - May 2013
Credit Suisse July 2009 - May 2011
Credit Suisse July 2007 - July 2009
Houlihan Lokey July 2006 - July 2007
IBM September 2005 - May 2006
Skills
Investment Banking, Bloomberg, Capital Markets, Valuation, Equities, Private Equity, Private Placements, Financial Modeling, M&A experience, Business Valuation, Special Situations, Securities, Venture Capital, Due Diligence, Strategy, Portfolio Management, Banking, Management, Derivatives, Corporate Development, Capital, Investment Management, Finance, Structured Finance, Hedge Funds, Mergers & Acquisitions, Restructuring, Financial Structuring, Emerging Markets, Financial Analysis, Accounting, Alternative Investments, Forecasting, Investments, Financial Services, Fixed Income, Asset Management, Analysis, Financial Advisory
Education
University of Arizona, Eller College of Management 2002 — 2006
BSBA, Finance, Summa Cum Laude
Brophy College Preparatory 1998 — 2002
Rakesh Ahuja, MBA Rakesh Ahuja, MBA's Houlihan Lokey Experience October 2014 - June 2015
Job BioPharma Investment Banking Associate
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Houlihan Lokey October 2014 - June 2015
Independent Consultant September 2013 - September 2014
Argent Management LLC January 2013 - August 2013
Yale School of Medicine 2005 - 2008
UC Berkeley 2001 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Healthcare, Biochemistry, Investment Banking, Life Sciences, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance, Finance, Strategy, Investments, Portfolio Management, Management, Analysis, Equities, Biotechnology, Pharmaceutics, Market Research
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Yale University School of Medicine
MD, Medicine
University of California, Berkeley
BA, Biochemistry, Molecular Biology
Brophy College Preparatory
High School
Guggenheim Partners June 2015 - Present
Houlihan Lokey October 2014 - June 2015
Independent Consultant September 2013 - September 2014
Argent Management LLC January 2013 - August 2013
Yale School of Medicine 2005 - 2008
UC Berkeley 2001 - 2005
Skills
Financial Modeling, Financial Analysis, Valuation, Healthcare, Biochemistry, Investment Banking, Life Sciences, Private Equity, Hedge Funds, Mergers & Acquisitions, Due Diligence, Corporate Finance, Finance, Strategy, Investments, Portfolio Management, Management, Analysis, Equities, Biotechnology, Pharmaceutics, Market Research
Education
University of California, Irvine - The Paul Merage School of Business
MBA, Finance
Yale University School of Medicine
MD, Medicine
University of California, Berkeley
BA, Biochemistry, Molecular Biology
Brophy College Preparatory
High School
Leo Bai's Houlihan Lokey Experience May 2015 - August 2015
Job Incoming Summer Analyst at Houlihan Lokey, Inc.
Industry Financial Services
Experience
Houlihan Lokey May 2015 - August 2015
Undergraduate Research Apprentice Program September 2014 - March 2015
International Society For Vaccine June 2014 - December 2014
Envirotherm GmbH June 2014 - August 2014
Intrepid Biosciences Inc. 2010 - 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, English, Leadership, Event Planning, Team Leadership, Time Management, Statistics
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Geography
University of California, Berkeley, Haas School of Business 2013 — 2015
BS, Business Administration and Management, General
Houlihan Lokey May 2015 - August 2015
Undergraduate Research Apprentice Program September 2014 - March 2015
International Society For Vaccine June 2014 - December 2014
Envirotherm GmbH June 2014 - August 2014
Intrepid Biosciences Inc. 2010 - 2012
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Customer Service, Teamwork, Social Media, English, Leadership, Event Planning, Team Leadership, Time Management, Statistics
Education
University of California, Berkeley 2013 — 2015
Bachelor of Arts (B.A.), Geography
University of California, Berkeley, Haas School of Business 2013 — 2015
BS, Business Administration and Management, General
Tyler Hasemann's Houlihan Lokey Experience May 2012 - August 2012
Job Associate CCRE Cantor Fitzgerald
Industry Real Estate
Experience
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Cantor Fitzgerald 2013 - Present
Houlihan Lokey May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
UHY Advisors January 2011 - April 2011
Education
State University of New York at Albany 2008 — 2012
Bachelor of Science (B.S.), Financial Analyst Honors Program & Accounting
Pierce Classen Pierce Classen's Houlihan Lokey Experience May 2011 - June 2011
Job Analyst at MetLife Real Estate Investors
Industry Financial Services
Experience
MetLife Real Estate Investors June 2015 - Present
MetLife Real Estate Investors May 2014 - August 2014
PNC Capital Advisors June 2013 - August 2013
PNC Capital Advisors June 2012 - August 2012
Houlihan Lokey May 2011 - June 2011
Skills
Fixed Income, Mutual Funds, Financial Analysis, Economics, Equities, Outlook, Financial Statements, Investments
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies - Concentration in Economics
Università degli Studi di Roma Tre 2013 — 2013
Gilman School 2004 — 2011
MetLife Real Estate Investors June 2015 - Present
MetLife Real Estate Investors May 2014 - August 2014
PNC Capital Advisors June 2013 - August 2013
PNC Capital Advisors June 2012 - August 2012
Houlihan Lokey May 2011 - June 2011
Skills
Fixed Income, Mutual Funds, Financial Analysis, Economics, Equities, Outlook, Financial Statements, Investments
Education
Trinity College-Hartford 2011 — 2015
Bachelor of Arts (B.A.), Urban Studies - Concentration in Economics
Università degli Studi di Roma Tre 2013 — 2013
Gilman School 2004 — 2011
Jeremy Murphy Jeremy Murphy's Houlihan Lokey Experience May 2009 - October 2009
Job COO, ClickTripz Holdings Inc at ClickTripz, LLC
Industry Internet
Experience
ClickTripz, LLC June 2015 - Present
TheSuitest.com December 2012 - Present
Lotmom.com November 2011 - November 2012
Houlihan Lokey May 2009 - October 2009
Antar Investments April 2007 - March 2009
Goldman Sachs February 2004 - August 2005
Education
University of California, Los Angeles - School of Law 2009 — 2010
JD, Business Law / Bankruptcy
University of California, Los Angeles - The Anderson School of Management 2007 — 2008
MBA, Finance
University of California, Los Angeles
Economics
Oak Park High School
ClickTripz, LLC June 2015 - Present
TheSuitest.com December 2012 - Present
Lotmom.com November 2011 - November 2012
Houlihan Lokey May 2009 - October 2009
Antar Investments April 2007 - March 2009
Goldman Sachs February 2004 - August 2005
Education
University of California, Los Angeles - School of Law 2009 — 2010
JD, Business Law / Bankruptcy
University of California, Los Angeles - The Anderson School of Management 2007 — 2008
MBA, Finance
University of California, Los Angeles
Economics
Oak Park High School
Chris Russi Chris Russi's Houlihan Lokey Experience June 2010 - July 2010
Job Investment Banking at Needham & Company
Industry Investment Banking
Experience
Needham & Company July 2013 - Present
All Stars Helping Kids 2013 - Present
Needham & Company May 2011 - June 2013
BTTR (Back to the Roots) Ventures 2010 - 2011
Houlihan Lokey June 2010 - July 2010
Jones Lang LaSalle May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Financial Modeling, Private Equity, Institutional Investors, Asset Management, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Venture Capital
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration - Finance & Entrepreneurship
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration, Concentrations in Finance and Entrepreneurship
Needham & Company July 2013 - Present
All Stars Helping Kids 2013 - Present
Needham & Company May 2011 - June 2013
BTTR (Back to the Roots) Ventures 2010 - 2011
Houlihan Lokey June 2010 - July 2010
Jones Lang LaSalle May 2008 - August 2008
Skills
Capital Markets, Bloomberg, Financial Modeling, Private Equity, Institutional Investors, Asset Management, Valuation, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Venture Capital
Education
University of California, Berkeley
Bachelor of Science (BS), Business Administration - Finance & Entrepreneurship
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration, Concentrations in Finance and Entrepreneurship
Joseph DeCicco Joseph DeCicco's Houlihan Lokey Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays September 2015 - Present
Houlihan Lokey June 2015 - August 2015
JackedPack July 2014 - October 2014
RBZ, LLP May 2014 - September 2014
Morgan Stanley Wealth Management February 2014 - August 2014
Skills
Valuation Modeling, Retirement Planning, Investments, Customer Service, Microsoft Excel, Portfolio Management, Microsoft Office, Asset Allocation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, Minor in Accounting
Jesuit High School 2008 — 2012
Barclays September 2015 - Present
Houlihan Lokey June 2015 - August 2015
JackedPack July 2014 - October 2014
RBZ, LLP May 2014 - September 2014
Morgan Stanley Wealth Management February 2014 - August 2014
Skills
Valuation Modeling, Retirement Planning, Investments, Customer Service, Microsoft Excel, Portfolio Management, Microsoft Office, Asset Allocation, Financial Modeling, Financial Analysis, Investment Banking
Education
University of California, Los Angeles 2012 — 2016
Bachelor of Arts (BA), Business Economics, Minor in Accounting
Jesuit High School 2008 — 2012
Belinda Wang's Houlihan Lokey Experience May 2014 - August 2014
Job Returning Associate Technology Investment Banking at Credit Suisse
Industry Financial Services
Experience
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
University of California, Berkeley, Haas School of Business 2015 - Present
Credit Suisse June 2015 - August 2015
J.P. Morgan October 2014 - May 2015
China Galaxy Securities August 2014 - September 2014
Houlihan Lokey May 2014 - August 2014
TriZetto, A Cognizant Company September 2011 - November 2012
IHS July 2008 - September 2011
Crowe GHP Horwath January 2006 - July 2008
Skills
Strategic Analysis, Project Portfolio..., Financial Modeling, Due Diligence, Business Valuation, Mergers, Investments, Financial Accounting, Venture Capital, Business Case Design, Cross-functional Team..., Persuasive Presentations, New Business Development, Benchmarking, Analysis, Mergers & Acquisitions, Valuation, Finance, Corporate Development, Business Strategy, Financial Reporting, Product Management, Investment Banking
Education
University of California, Berkeley, Haas School of Business 2013 — 2016
Master of Business Administration (MBA), Business, Management, Marketing
University of Denver - Daniels College of Business 2005 — 2006
MS Finance Summa Cum Laude, Corporate Finance
University of Colorado Denver 2003 — 2004
B.A., Economics
Federico Douzoglou Federico Douzoglou's Houlihan Lokey Experience August 2008 - March 2009
Job Founder at BORROWIZE, LLC
Industry Financial Services
Experience
BORROWIZE, LLC September 2014 - Present
MUFG Americas - Union Bank August 2014 - December 2014
FBR May 2010 - May 2014
McGladrey Capital Markets (Acquired by D.A. Davidson) September 2009 - April 2010
Houlihan Lokey August 2008 - March 2009
Skills
Hedge Funds, Corporate Finance, Financial Institutions, Valuation, Private Equity, Financial Analysis, Financial Modeling, Investment Banking, Social Media, Capital Markets, Due Diligence, Investments, Finance, Management, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
Financial Mathematics and Statistics
Winston Churchill High School '04 2000 — 2004
BORROWIZE, LLC September 2014 - Present
MUFG Americas - Union Bank August 2014 - December 2014
FBR May 2010 - May 2014
McGladrey Capital Markets (Acquired by D.A. Davidson) September 2009 - April 2010
Houlihan Lokey August 2008 - March 2009
Skills
Hedge Funds, Corporate Finance, Financial Institutions, Valuation, Private Equity, Financial Analysis, Financial Modeling, Investment Banking, Social Media, Capital Markets, Due Diligence, Investments, Finance, Management, Mergers & Acquisitions
Education
University of California, Santa Barbara 2004 — 2008
Financial Mathematics and Statistics
Winston Churchill High School '04 2000 — 2004
Adrian Bankhead Adrian Bankhead's Houlihan Lokey Experience May 2007 - Present
Job Executive Office Professional
Industry Executive Office
Experience
Houlihan Lokey May 2007 - Present
STERLING Personnel Service Inc. June 2006 - May 2007
Matson September 2004 - January 2006
Skills
Online Research, Legal Writing, Software Documentation, Outlook, Editing, PowerPoint, Travel Arrangements, Marketing, Administrative..., Microsoft Word, Office 2010, Microsoft Excel, Training, Finance, Event Planning, Confidentiality, Calendars, Tax, Management, Accounts Payable, Investments, Illustrator, Calendaring, Microsoft Office, Office Administration, Payroll, Invoicing, Time Management, Telephone Skills, Office Management, Wordperfect, Accounting, Receptionist Duties, Microsoft Office 2007, InDesign, Troubleshooting, Spreadsheets, Research, Administrative Work, Adobe Creative Suite, Lotus Notes, Westlaw, Bloomberg, Proposal Writing, Valuation, Adobe Acrobat, Heavy Calendaring, Expense Reports, Diary Management, Litigation Support
Education
UC Berkeley 1991 — 1995
Sociology
University High School
Houlihan Lokey May 2007 - Present
STERLING Personnel Service Inc. June 2006 - May 2007
Matson September 2004 - January 2006
Skills
Online Research, Legal Writing, Software Documentation, Outlook, Editing, PowerPoint, Travel Arrangements, Marketing, Administrative..., Microsoft Word, Office 2010, Microsoft Excel, Training, Finance, Event Planning, Confidentiality, Calendars, Tax, Management, Accounts Payable, Investments, Illustrator, Calendaring, Microsoft Office, Office Administration, Payroll, Invoicing, Time Management, Telephone Skills, Office Management, Wordperfect, Accounting, Receptionist Duties, Microsoft Office 2007, InDesign, Troubleshooting, Spreadsheets, Research, Administrative Work, Adobe Creative Suite, Lotus Notes, Westlaw, Bloomberg, Proposal Writing, Valuation, Adobe Acrobat, Heavy Calendaring, Expense Reports, Diary Management, Litigation Support
Education
UC Berkeley 1991 — 1995
Sociology
University High School
Jacob Salk's Houlihan Lokey Experience June 2007 - August 2007
Job Venture Capital & Finance Professional Focused on Internet Applications & Digital Media
Industry Venture Capital & Private Equity
Experience
Flywheel Software July 2015 - Present
Aaron & Zukin September 2011 - June 2015
ConnecTV September 2011 - June 2015
Houlihan Lokey Howard and Zukin February 2009 - August 2011
Turnaround Capital Management October 2006 - June 2008
Houlihan Lokey June 2007 - August 2007
Morgan Stanley June 2006 - September 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Investments, Financial Analysis, Valuation, Strategic Alternatives, Turnarounds, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Finance, LBO, Due Diligence, Corporate Development, Investment Banking, Turn Around Management, Mergers & Acquisitions, Analysis, Start-ups, Equities, Management, Strategy, Securities, Capital Markets, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Entrepreneurship, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, History
Berkeley High School 2000 — 2004
Flywheel Software July 2015 - Present
Aaron & Zukin September 2011 - June 2015
ConnecTV September 2011 - June 2015
Houlihan Lokey Howard and Zukin February 2009 - August 2011
Turnaround Capital Management October 2006 - June 2008
Houlihan Lokey June 2007 - August 2007
Morgan Stanley June 2006 - September 2006
Skills
Venture Capital, Hedge Funds, Restructuring, Investments, Financial Analysis, Valuation, Strategic Alternatives, Turnarounds, Corporate Finance, Private Equity, Financial Modeling, Leveraged Finance, Finance, LBO, Due Diligence, Corporate Development, Investment Banking, Turn Around Management, Mergers & Acquisitions, Analysis, Start-ups, Equities, Management, Strategy, Securities, Capital Markets, Business Planning, Financial Advisory, Business Strategy, Financial Structuring, Entrepreneurship, Microsoft Office
Education
University of California, Los Angeles 2004 — 2008
BA, History
Berkeley High School 2000 — 2004
Jonathan Pritcher Jonathan Pritcher's Houlihan Lokey Experience July 2012 - July 2014
Job Associate at Medley
Industry Financial Services
Experience
Medley July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Imperial Capital, LLC July 2011 - September 2011
Cantor Fitzgerald October 2010 - December 2010
W Hotels March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Medley July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Imperial Capital, LLC July 2011 - September 2011
Cantor Fitzgerald October 2010 - December 2010
W Hotels March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Amir Chini's Houlihan Lokey Experience July 2014 - Present
Job Financial Restructuring Analyst
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
Goldman Sachs June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
University of California, Berkeley 2010 — 2014
B.S., Business Administration
Houlihan Lokey July 2014 - Present
Goldman Sachs June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
University of California, Berkeley 2010 — 2014
B.S., Business Administration
Shivani Softa Shivani Softa's Houlihan Lokey Experience May 2011 - August 2011
Job Production Finance at Walt Disney Animation Studios
Industry Investment Banking
Experience
Walt Disney Animation Studios July 2014 - Present
Deloitte September 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Greenhill & Co. January 2011 - April 2011
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Economics, Corporate Finance, Capital IQ, Strategy, Portfolio Management, Finance, Analysis, Private Equity, Market Research, Due Diligence, Financial Modeling, Microsoft Excel, Investments
Education
University of Southern California 2010 — 2012
MA, Economics & Finance
University of California, Irvine 2006 — 2010
BA, Economics
Walt Disney Animation Studios July 2014 - Present
Deloitte September 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Greenhill & Co. January 2011 - April 2011
Morgan Stanley Smith Barney April 2008 - September 2009
Skills
Financial Analysis, Mergers & Acquisitions, Valuation, Investment Banking, Economics, Corporate Finance, Capital IQ, Strategy, Portfolio Management, Finance, Analysis, Private Equity, Market Research, Due Diligence, Financial Modeling, Microsoft Excel, Investments
Education
University of Southern California 2010 — 2012
MA, Economics & Finance
University of California, Irvine 2006 — 2010
BA, Economics
Ronald Conner Ronald Conner's Houlihan Lokey Experience May 2013 - Present
Job Presentations Specialist at Houlihan Lokey
Industry Financial Services
Experience
Chapman University August 2013 - Present
Houlihan Lokey May 2013 - Present
Latham & Watkins July 2009 - August 2012
University of California, Riverside March 2008 - June 2008
Skills
Graphic Design, PowerPoint, Music Education, Cultural Anthropology, Grant Writing, Writing, Research Proposals, University Teaching, Microsoft Office, Logo Design, Social Theory, Piano Playing
Education
University of California, Los Angeles 2009 — 2014
Doctor of Philosophy (PhD), Ethnomusicology
University of California, Riverside 2007 — 2009
Master of Arts (MA), Music/Ethnomusicology
Chapman University August 2013 - Present
Houlihan Lokey May 2013 - Present
Latham & Watkins July 2009 - August 2012
University of California, Riverside March 2008 - June 2008
Skills
Graphic Design, PowerPoint, Music Education, Cultural Anthropology, Grant Writing, Writing, Research Proposals, University Teaching, Microsoft Office, Logo Design, Social Theory, Piano Playing
Education
University of California, Los Angeles 2009 — 2014
Doctor of Philosophy (PhD), Ethnomusicology
University of California, Riverside 2007 — 2009
Master of Arts (MA), Music/Ethnomusicology
Rushi Bhanderi, CFA Rushi Bhanderi, CFA's Houlihan Lokey Experience 2007 - 2008
Job Tech Investment Banking Associate
Industry Investment Banking
Experience
GCA Savvian 2014 - Present
Two Sigma Investments 2012 - 2013
Blue Horizon Equity 2008 - 2011
Houlihan Lokey 2007 - 2008
BDO Seidman 2006 - 2006
Education
UC Berkeley 2003 — 2007
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2003 — 2007
Bachelor of Arts (B.A.), Biochemistry
GCA Savvian 2014 - Present
Two Sigma Investments 2012 - 2013
Blue Horizon Equity 2008 - 2011
Houlihan Lokey 2007 - 2008
BDO Seidman 2006 - 2006
Education
UC Berkeley 2003 — 2007
Bachelor of Arts (B.A.), Economics
UC Berkeley Haas School of Business 2003 — 2007
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2003 — 2007
Bachelor of Arts (B.A.), Biochemistry
Ravi Rathod Ravi Rathod's Houlihan Lokey Experience July 2009 - July 2010
Job Manager Corporate Development at Intuit
Industry Venture Capital & Private Equity
Experience
Intuit March 2014 - Present
Symphony Technology Group September 2011 - September 2013
Bank of America Merrill Lynch August 2010 - August 2011
Houlihan Lokey July 2009 - July 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Business Development, Mergers & Acquisitions, Corporate Development, Investments, IPO, Acquisitions, Venture Capital
Education
University of California, Berkeley 2005 — 2009
B.A. Economics, Economics, Industrial Engineering and Operations Research
Intuit March 2014 - Present
Symphony Technology Group September 2011 - September 2013
Bank of America Merrill Lynch August 2010 - August 2011
Houlihan Lokey July 2009 - July 2010
Skills
Valuation, LBO, Private Equity, Financial Modeling, Business Development, Mergers & Acquisitions, Corporate Development, Investments, IPO, Acquisitions, Venture Capital
Education
University of California, Berkeley 2005 — 2009
B.A. Economics, Economics, Industrial Engineering and Operations Research
Clarisa Abeid Clarisa Abeid's Houlihan Lokey Experience July 2008 - August 2009
Job Transfer Pricing Senior Analyst
Industry Financial Services
Experience
Ernst & Young March 2011 - May 2012
PwC January 2010 - January 2011
Houlihan Lokey July 2008 - August 2009
PwC December 2006 - July 2008
Banco de Venezuela November 2005 - December 2006
Skills
Financial Analysis, Business Valuation, Valuation, Financial Modeling, International Tax, Transfer Pricing, Finance, Analysis, Economics
Education
Universidad Católica Andrés Bello 2000 — 2005
Economics
Ernst & Young March 2011 - May 2012
PwC January 2010 - January 2011
Houlihan Lokey July 2008 - August 2009
PwC December 2006 - July 2008
Banco de Venezuela November 2005 - December 2006
Skills
Financial Analysis, Business Valuation, Valuation, Financial Modeling, International Tax, Transfer Pricing, Finance, Analysis, Economics
Education
Universidad Católica Andrés Bello 2000 — 2005
Economics
Grace Y. Chou Grace Y. Chou's Houlihan Lokey Experience 2011 - 2013
Job Manager Corporate Development at Walmart eCommerce
Industry Investment Banking
Experience
Walmart eCommerce January 2014 - Present
Oppenheimer & Co. July 2013 - December 2013
Houlihan Lokey 2011 - 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Financial Analysis, Economics, Bloomberg, Market Research, Microsoft Excel, Entrepreneurship, Corporate Development, Mandarin, Analysis, Private Equity, Capital IQ, Capital Markets, Due Diligence, Finance, DCF, Strategic Financial..., Accounting, Financial Reporting, Business Valuation, ThomsonOne, LBO
Education
University of California, Berkeley
B.A., Economics, Legal Studies
Walmart eCommerce January 2014 - Present
Oppenheimer & Co. July 2013 - December 2013
Houlihan Lokey 2011 - 2013
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Financial Modeling, Investment Banking, Corporate Finance, Mergers & Acquisitions, Investments, Valuation, Financial Analysis, Economics, Bloomberg, Market Research, Microsoft Excel, Entrepreneurship, Corporate Development, Mandarin, Analysis, Private Equity, Capital IQ, Capital Markets, Due Diligence, Finance, DCF, Strategic Financial..., Accounting, Financial Reporting, Business Valuation, ThomsonOne, LBO
Education
University of California, Berkeley
B.A., Economics, Legal Studies
Maria Anguelova Maria Anguelova's Houlihan Lokey Experience November 2007 - October 2012
Job Vice President at Sony Pictures Entertainment
Industry Entertainment
Experience
Sony Pictures Entertainment October 2012 - Present
Houlihan Lokey November 2007 - October 2012
Hadley Partners, Inc. July 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Capital Markets, M&A experience, Equities, Business Valuation, Strategy, Investments, Strategic Partnerships, LBO, Business Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
English Language School, Plovdiv, Bulgaria
University of National and World Economy, Sofia, Bulgaria
BA, International Business
Sony Pictures Entertainment October 2012 - Present
Houlihan Lokey November 2007 - October 2012
Hadley Partners, Inc. July 2003 - December 2007
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Due Diligence, Financial Analysis, Capital Markets, M&A experience, Equities, Business Valuation, Strategy, Investments, Strategic Partnerships, LBO, Business Strategy
Education
University of California, Riverside - A. Gary Anderson Graduate School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
English Language School, Plovdiv, Bulgaria
University of National and World Economy, Sofia, Bulgaria
BA, International Business
Stacy Boyle Stacy Boyle's Houlihan Lokey Experience June 2013 - August 2013
Job Analyst at DoubleLine Group LP
Industry Investment Banking
Experience
DoubleLine Group LP April 2015 - Present
UCSB Investment Advisory Committee May 2012 - Present
Houlihan Lokey June 2013 - August 2013
Agility Capital, LLC October 2012 - May 2013
Eureka Capital Partners, LLC June 2012 - September 2012
Skills
Mergers, Equities
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
ACHS
University of California, Santa Barbara
Bachelor of Arts (B.A.), History
DoubleLine Group LP April 2015 - Present
UCSB Investment Advisory Committee May 2012 - Present
Houlihan Lokey June 2013 - August 2013
Agility Capital, LLC October 2012 - May 2013
Eureka Capital Partners, LLC June 2012 - September 2012
Skills
Mergers, Equities
Education
University of California, Santa Barbara 2010 — 2014
Bachelor of Science (B.S.), Financial Mathematics
ACHS
University of California, Santa Barbara
Bachelor of Arts (B.A.), History
Aram Yacoubian Aram Yacoubian's Houlihan Lokey Experience June 2011 - September 2012
Job Manager, Content Planning & Analysis at Netflix
Industry Entertainment
Experience
Netflix November 2013 - Present
Beachbody September 2012 - November 2013
Houlihan Lokey June 2011 - September 2012
Houlihan Lokey June 2010 - August 2010
Geragos & Geragos, P.C. August 2009 - December 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Finance, Mergers & Acquisitions, Business Valuation, Investment Banking, Strategy, Competitive Analysis, Analysis, Forecasting, Leveraged Finance, Financial Analysis, Capital Markets, LBO, Entrepreneurship, Corporate FP&A, PowerPoint, Due Diligence, DCF, Business Development, Microsoft Excel, Business Strategy, Cash Flow Modeling, New Media, Digital Media, Television, Excel, Accounting, Word, Bloomberg, Capital IQ, Fairness Opinions, Solvency Opinions, Thomson One, Cash Flow Statements, Start-ups, Oracle E-Business Suite, Series 63, Series 79, FINRA, Microsoft Office
Education
University of California, Los Angeles 2007 — 2011
BA, Business Economics
Netflix November 2013 - Present
Beachbody September 2012 - November 2013
Houlihan Lokey June 2011 - September 2012
Houlihan Lokey June 2010 - August 2010
Geragos & Geragos, P.C. August 2009 - December 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Finance, Mergers & Acquisitions, Business Valuation, Investment Banking, Strategy, Competitive Analysis, Analysis, Forecasting, Leveraged Finance, Financial Analysis, Capital Markets, LBO, Entrepreneurship, Corporate FP&A, PowerPoint, Due Diligence, DCF, Business Development, Microsoft Excel, Business Strategy, Cash Flow Modeling, New Media, Digital Media, Television, Excel, Accounting, Word, Bloomberg, Capital IQ, Fairness Opinions, Solvency Opinions, Thomson One, Cash Flow Statements, Start-ups, Oracle E-Business Suite, Series 63, Series 79, FINRA, Microsoft Office
Education
University of California, Los Angeles 2007 — 2011
BA, Business Economics
Elaena Bakman Elaena Bakman's Houlihan Lokey Experience February 2001 - May 2013
Job Sr. SQL Developer
Industry Banking
Experience
Penny Mac June 2013 - Present
Houlihan Lokey February 2001 - May 2013
buy.com September 1999 - February 2001
Computer Sciences Corporation September 1998 - September 1999
PC Mall November 1993 - September 1998
Skills
Visual Studio, JavaScript, SalesLogix, Crystal Reports, SQL Server, Visual Basic, C#, SQL, .NET, VBScript, T-SQL, Microsoft SQL Server, Scribe, SSRS, SSIS, Oracle, VB.NET, Business Intelligence, Database Design, Visio, Databases, Software Development
Education
University of California, Los Angeles 1990 — 1992
None, International Economics
Penny Mac June 2013 - Present
Houlihan Lokey February 2001 - May 2013
buy.com September 1999 - February 2001
Computer Sciences Corporation September 1998 - September 1999
PC Mall November 1993 - September 1998
Skills
Visual Studio, JavaScript, SalesLogix, Crystal Reports, SQL Server, Visual Basic, C#, SQL, .NET, VBScript, T-SQL, Microsoft SQL Server, Scribe, SSRS, SSIS, Oracle, VB.NET, Business Intelligence, Database Design, Visio, Databases, Software Development
Education
University of California, Los Angeles 1990 — 1992
None, International Economics
Eric Samuels's Houlihan Lokey Experience 2013 - May 2014
Job Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey 2013 - May 2014
UBS Investment Bank 2010 - 2012
Countrywide 2002 - 2008
Countrywide 2005 - 2007
Arthur Andersen 1999 - 2001
Skills
Start-ups, Corporate Finance, Investment Banking, Banking, Business Strategy, Financial Modeling, Capital Markets, Equities, Due Diligence, Private Equity, Financial Analysis, Management Consulting, Mergers & Acquisitions, Finance, Valuation, Portfolio Management, Fixed Income
Education
University of California, San Diego
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting
Houlihan Lokey 2013 - May 2014
UBS Investment Bank 2010 - 2012
Countrywide 2002 - 2008
Countrywide 2005 - 2007
Arthur Andersen 1999 - 2001
Skills
Start-ups, Corporate Finance, Investment Banking, Banking, Business Strategy, Financial Modeling, Capital Markets, Equities, Due Diligence, Private Equity, Financial Analysis, Management Consulting, Mergers & Acquisitions, Finance, Valuation, Portfolio Management, Fixed Income
Education
University of California, San Diego
BA, Economics
University of Michigan - Stephen M. Ross School of Business
MBA, Finance and Accounting
James Simpson James Simpson's Houlihan Lokey Experience April 2015 - July 2015
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
Houlihan Lokey April 2015 - July 2015
Houlihan Lokey December 2011 - April 2015
Allen & Overy May 2010 - September 2010
Allen & Overy January 2007 - May 2010
Fisher Jeffries September 2004 - November 2006
Bernardi Martin December 2002 - September 2004
Skills
Restructuring, Debt Restructuring, Distressed Debt, Special Situations, Value Investing, Valuation, Financial Modeling, Corporate Finance, Financial Law, Corporate Law, Insolvency, Bankruptcy, Structured Finance
Education
University of Oxford - Said Business School 2010 — 2011
MBA with Distinction, Finance
CFA Institute 2006 — 2006
University of Adelaide 2000 — 2005
Double Degree: Bachelor of Laws (with Honours), Bachelor of Commerce (Corporate Finance)
St Peter's College 1995 — 1999
International Baccalaureate, Diploma
Lazard August 2015 - Present
Houlihan Lokey April 2015 - July 2015
Houlihan Lokey December 2011 - April 2015
Allen & Overy May 2010 - September 2010
Allen & Overy January 2007 - May 2010
Fisher Jeffries September 2004 - November 2006
Bernardi Martin December 2002 - September 2004
Skills
Restructuring, Debt Restructuring, Distressed Debt, Special Situations, Value Investing, Valuation, Financial Modeling, Corporate Finance, Financial Law, Corporate Law, Insolvency, Bankruptcy, Structured Finance
Education
University of Oxford - Said Business School 2010 — 2011
MBA with Distinction, Finance
CFA Institute 2006 — 2006
University of Adelaide 2000 — 2005
Double Degree: Bachelor of Laws (with Honours), Bachelor of Commerce (Corporate Finance)
St Peter's College 1995 — 1999
International Baccalaureate, Diploma
David Boyajian's Houlihan Lokey Experience May 2012 - August 2012
Job Business Development at Digitron Electronics, Inc.
Industry Investment Banking
Experience
Digitron Electronics, Inc. September 2013 - Present
The Yacht Week 2013 - 2014
Private Equity Group August 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
The Gores Group June 2011 - September 2011
Delta Tau Delta, Delta Psi May 2009 - June 2011
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, LBO, Corporate Finance, Restructuring, Bloomberg, Finance, Business Development, Capital Markets, Economics, Venture Capital
Education
University of California, Santa Barbara 2008 — 2012
B.S., Financial Mathematics
Crescenta Valley High School
Digitron Electronics, Inc. September 2013 - Present
The Yacht Week 2013 - 2014
Private Equity Group August 2012 - April 2013
Houlihan Lokey May 2012 - August 2012
The Gores Group June 2011 - September 2011
Delta Tau Delta, Delta Psi May 2009 - June 2011
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, LBO, Corporate Finance, Restructuring, Bloomberg, Finance, Business Development, Capital Markets, Economics, Venture Capital
Education
University of California, Santa Barbara 2008 — 2012
B.S., Financial Mathematics
Crescenta Valley High School
Vikram Haer Vikram Haer's Houlihan Lokey Experience July 2011 - June 2013
Job Senior Financial Analyst at Fitbit
Industry Financial Services
Experience
Fitbit August 2013 - Present
Houlihan Lokey July 2011 - June 2013
Residential Computing May 2008 - May 2011
Mainsail Partners October 2010 - April 2011
Houlihan Lokey June 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Capital IQ, Financial Analysis, Corporate Finance, Investment Banking, LBO, Business Valuation, DCF, M&A experience, Mergers, Finance, Entrepreneurship, Capital Markets, Start-ups, Corporate Development, Strategy, Due Diligence, Eating, Analysis
Education
University of California, Berkeley 2007 — 2011
BS, Business Administration
Le Bocage International School 2004 — 2007
International Baccalaureate, Business (HL), Economics (HL), French (HL), Math (SL), Biology (SL), English (SL)
Fitbit August 2013 - Present
Houlihan Lokey July 2011 - June 2013
Residential Computing May 2008 - May 2011
Mainsail Partners October 2010 - April 2011
Houlihan Lokey June 2010 - August 2010
Skills
Valuation, Mergers & Acquisitions, Financial Modeling, Capital IQ, Financial Analysis, Corporate Finance, Investment Banking, LBO, Business Valuation, DCF, M&A experience, Mergers, Finance, Entrepreneurship, Capital Markets, Start-ups, Corporate Development, Strategy, Due Diligence, Eating, Analysis
Education
University of California, Berkeley 2007 — 2011
BS, Business Administration
Le Bocage International School 2004 — 2007
International Baccalaureate, Business (HL), Economics (HL), French (HL), Math (SL), Biology (SL), English (SL)
Eugene Blinn's Houlihan Lokey Experience July 2011 - Present
Job Associate Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2011 - Present
Brencourt Advisors June 2010 - December 2010
FICO September 2005 - April 2009
Skills
Financial Analysis, Financial Modeling, Investments, Strategy, Restructuring, Fixed Income, Valuation, Equities, Investment Banking, Due Diligence, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Concentration in Finance
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, Marketing
Houlihan Lokey July 2011 - Present
Brencourt Advisors June 2010 - December 2010
FICO September 2005 - April 2009
Skills
Financial Analysis, Financial Modeling, Investments, Strategy, Restructuring, Fixed Income, Valuation, Equities, Investment Banking, Due Diligence, Corporate Finance, Capital Markets, Venture Capital, Private Equity, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Concentration in Finance
New York University - Leonard N. Stern School of Business 2001 — 2005
B.S., Finance, Marketing
Kevin Ur Kevin Ur's Houlihan Lokey Experience July 2012 - Present
Job FRG Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - August 2011
Cappello Capital Corp. March 2010 - August 2010
Education
University of California, Los Angeles 2007 — 2012
B.A., Business Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Houlihan Lokey July 2012 - Present
Houlihan Lokey June 2011 - August 2011
Cappello Capital Corp. March 2010 - August 2010
Education
University of California, Los Angeles 2007 — 2012
B.A., Business Economics
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Business
Michael Rybak, CFA Michael Rybak, CFA's Houlihan Lokey Experience August 2008 - July 2010
Job Investment Analyst at Ivory Capital
Industry Investment Management
Experience
Ivory Capital August 2010 - Present
Houlihan Lokey August 2008 - July 2010
Douglas Group, Inc. March 2008 - July 2008
Education
Truman State University 2004 — 2008
BS, Finance, Accounting, Psychology
Ivory Capital August 2010 - Present
Houlihan Lokey August 2008 - July 2010
Douglas Group, Inc. March 2008 - July 2008
Education
Truman State University 2004 — 2008
BS, Finance, Accounting, Psychology
Andrew Polacek Andrew Polacek's Houlihan Lokey Experience July 2005 - June 2007
Job Vice President of Business Development at ConsumerAffairs
Industry Internet
Experience
ConsumerAffairs May 2014 - Present
Crimson Investment August 2010 - April 2014
Mainsail Partners July 2007 - July 2010
Houlihan Lokey July 2005 - June 2007
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Venture Capital, Equity Research, LBO, Capital Markets, Corporate Finance, Due Diligence, Special Situations, Equities, Mergers, Capital IQ, Investments, High Yield, DCF, Financial Analysis, Growth Capital, M&A experience, Private Placements, Mergers & Acquisitions, Business Valuation, Corporate Development, Market Research
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration and Bachelor of Economics, Economics, Business Administration, 3.8
Kirkwood High School 1996 — 1999
ConsumerAffairs May 2014 - Present
Crimson Investment August 2010 - April 2014
Mainsail Partners July 2007 - July 2010
Houlihan Lokey July 2005 - June 2007
Skills
Private Equity, Valuation, Investment Banking, Financial Modeling, Venture Capital, Equity Research, LBO, Capital Markets, Corporate Finance, Due Diligence, Special Situations, Equities, Mergers, Capital IQ, Investments, High Yield, DCF, Financial Analysis, Growth Capital, M&A experience, Private Placements, Mergers & Acquisitions, Business Valuation, Corporate Development, Market Research
Education
University of Colorado at Boulder 2001 — 2005
Bachelor of Business Administration and Bachelor of Economics, Economics, Business Administration, 3.8
Kirkwood High School 1996 — 1999
Hiu Leung (Alan) Ngan Hiu Leung (Alan) Ngan's Houlihan Lokey Experience June 2015 - August 2015
Job Student at Walter A. Haas School of Business
Industry Banking
Experience
Houlihan Lokey June 2015 - August 2015
TRI Commercial / CORFAC International October 2014 - May 2015
Silicon Valley Real Equity LLC October 2014 - May 2015
HSBC June 2014 - August 2014
Gerson Bakar & Associates July 2013 - January 2014
The Daily Californian February 2013 - May 2013
San Francisco Green Film Festival December 2012 - January 2013
Skills
Microsoft Excel, Real Estate Economics, Real Estate Transactions, Financial Modeling, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
University of California, Berkeley 2012 — 2016
Houlihan Lokey June 2015 - August 2015
TRI Commercial / CORFAC International October 2014 - May 2015
Silicon Valley Real Equity LLC October 2014 - May 2015
HSBC June 2014 - August 2014
Gerson Bakar & Associates July 2013 - January 2014
The Daily Californian February 2013 - May 2013
San Francisco Green Film Festival December 2012 - January 2013
Skills
Microsoft Excel, Real Estate Economics, Real Estate Transactions, Financial Modeling, PowerPoint, Financial Analysis, Investments
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
University of California, Berkeley 2012 — 2016
Albina Oks's Houlihan Lokey Experience January 2009 - September 2012
Job Director of Corporate Sponsorship at Film Independent
Industry Fund-Raising
Experience
Film Independent August 2013 - Present
Intrepid Investment Bankers LLC 2012 - 2013
Houlihan Lokey January 2009 - September 2012
Lehman Brothers July 2006 - November 2008
The Serpentine Gallery, London 2005 - 2006
Central School of Ballet, London 2004 - 2005
Alexander, Halloran, Nau & Rose 1995 - 1996
Skills
International Marketing, Foreign Languages, Corporate Communications, Fundraising, Copywriting, Event Management, Corporate Finance, Contemporary Art, Charitable Giving..., Sponsorship Marketing, Corporate Sponsorships, Corporate Social..., Sponsorship, Business Development, Strategy, Marketing, Private Equity, Strategic Partnerships, Mergers & Acquisitions
Education
University of California, Los Angeles
B.A., Art History
Film Independent August 2013 - Present
Intrepid Investment Bankers LLC 2012 - 2013
Houlihan Lokey January 2009 - September 2012
Lehman Brothers July 2006 - November 2008
The Serpentine Gallery, London 2005 - 2006
Central School of Ballet, London 2004 - 2005
Alexander, Halloran, Nau & Rose 1995 - 1996
Skills
International Marketing, Foreign Languages, Corporate Communications, Fundraising, Copywriting, Event Management, Corporate Finance, Contemporary Art, Charitable Giving..., Sponsorship Marketing, Corporate Sponsorships, Corporate Social..., Sponsorship, Business Development, Strategy, Marketing, Private Equity, Strategic Partnerships, Mergers & Acquisitions
Education
University of California, Los Angeles
B.A., Art History
K. Raj Dayalan's Houlihan Lokey Experience December 2014 - Present
Job Internet & Digital Media Investment Banking
Industry Investment Banking
Experience
Houlihan Lokey December 2014 - Present
UBS Investment Bank March 2011 - November 2014
UBS Investment Bank March 2008 - February 2011
UBS Investment Bank August 2006 - February 2008
Skills
Investment Banking, Equities, Leveraged Finance, Mergers, Convertible Bonds, Divestitures, Fixed Income, High Yield, Private Placements, Joint Ventures, Restructuring, Financial Analysis, Negotiation, Strategic Partnerships, Digital Media, Mobile Payments, E-commerce, Internet, Payments, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Financial Modeling, IPO, Investments, LBO, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance & Entrepreneurship
University of California, Irvine
Bachelor of Arts (BA), Economics, Political Science, History
The Webb School of California
Houlihan Lokey December 2014 - Present
UBS Investment Bank March 2011 - November 2014
UBS Investment Bank March 2008 - February 2011
UBS Investment Bank August 2006 - February 2008
Skills
Investment Banking, Equities, Leveraged Finance, Mergers, Convertible Bonds, Divestitures, Fixed Income, High Yield, Private Placements, Joint Ventures, Restructuring, Financial Analysis, Negotiation, Strategic Partnerships, Digital Media, Mobile Payments, E-commerce, Internet, Payments, Mergers & Acquisitions, Corporate Finance, Emerging Markets, Financial Modeling, IPO, Investments, LBO, Private Equity
Education
University of California, Los Angeles - The Anderson School of Management
Master of Business Administration (MBA), Finance & Entrepreneurship
University of California, Irvine
Bachelor of Arts (BA), Economics, Political Science, History
The Webb School of California
Andrew MacNamara, CFA's Houlihan Lokey Experience May 2007 - Present
Job Senior Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey May 2007 - Present
FMV Opinions, Inc. March 2006 - October 2006
SJ Associates NYC, LLC December 2001 - August 2005
Independent Consultant 1998 - 2005
UncommonGoods October 2002 - October 2003
Skills
Valuation, Programming, Equities, Private Equity, Investments, Derivatives, Securities, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Analysis, Leveraged Finance, Financial Analysis, Corporate Finance, Credit, Due Diligence, Mergers, Structured Finance, Venture Capital, Excel, Equity Research, Pricing, Emerging Markets, LBO, Options, Fixed Income, Financial Advisory, Series 7, Debt, Bloomberg, Alternative Investments, Credit Analysis, Restructuring, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting
University at Albany, SUNY 1998 — 2001
BS, Computer Science, Electronics
John Jay High School
Houlihan Lokey May 2007 - Present
FMV Opinions, Inc. March 2006 - October 2006
SJ Associates NYC, LLC December 2001 - August 2005
Independent Consultant 1998 - 2005
UncommonGoods October 2002 - October 2003
Skills
Valuation, Programming, Equities, Private Equity, Investments, Derivatives, Securities, Investment Banking, Structured Products, Hedge Funds, Financial Modeling, Analysis, Leveraged Finance, Financial Analysis, Corporate Finance, Credit, Due Diligence, Mergers, Structured Finance, Venture Capital, Excel, Equity Research, Pricing, Emerging Markets, LBO, Options, Fixed Income, Financial Advisory, Series 7, Debt, Bloomberg, Alternative Investments, Credit Analysis, Restructuring, Capital Markets, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting
University at Albany, SUNY 1998 — 2001
BS, Computer Science, Electronics
John Jay High School
Jeffrey Lassiter's Houlihan Lokey Experience May 2012 - January 2013
Job Chief Financial Officer at SolAero Technologies Corp
Industry Financial Services
Experience
SolAero Technologies Corp May 2015 - Present
Alliance Spacesystems, LLC January 2013 - Present
Houlihan Lokey May 2012 - January 2013
Deutsche Bank June 2009 - May 2012
Boeing August 2005 - June 2009
LinQuest July 2003 - July 2005
Independent Systems & Technical Evaluatios (ISTE INC) October 2001 - July 2003
The Aerospace Corporation February 2000 - July 2001
The Aerospace Corporation July 1997 - February 2000
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
MBA
University of Southern California 2003 — 2005
Master of Science
University of California, Los Angeles 1996 — 2001
Bachelor of Science
SolAero Technologies Corp May 2015 - Present
Alliance Spacesystems, LLC January 2013 - Present
Houlihan Lokey May 2012 - January 2013
Deutsche Bank June 2009 - May 2012
Boeing August 2005 - June 2009
LinQuest July 2003 - July 2005
Independent Systems & Technical Evaluatios (ISTE INC) October 2001 - July 2003
The Aerospace Corporation February 2000 - July 2001
The Aerospace Corporation July 1997 - February 2000
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2009
MBA
University of Southern California 2003 — 2005
Master of Science
University of California, Los Angeles 1996 — 2001
Bachelor of Science
Josh Ballen's Houlihan Lokey Experience May 2013 - August 2013
Job
Industry Capital Markets
Experience
Houlihan Lokey May 2013 - August 2013
Updata Partners August 2009 - September 2011
SigmaPoints, Inc. March 2008 - June 2009
Kayne Anderson Capital Advisors, L.P. July 2006 - February 2008
Easy Travel International February 1997 - August 2002
Skills
Fixed Income, Strategic Consulting, Venture Capital, Business Case, Bloomberg Terminal, Start-up Consulting, Early Stage Companies, Corporate Development, Financial Analysis, Private Equity, Strategy, Investments, Entrepreneurship, Valuation, Mergers, Investment Banking, Financial Modeling, LBO, Corporate Finance, Due Diligence, Bloomberg, Capital Markets, Growth Capital, Finance, Equity Valuation, Analysis, Business Valuation, Cleantech, Private Placements, M, Deal Sourcing, DCF, IPO, Deal Execution, Competitive Analysis, Financial Structuring, Capital IQ, Securities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S. in Finance and Management, Magna Cum Laude
University of Pennsylvania - The Wharton School 2005 — 2005
Semester "Abroad", Finance, Managment
St. Lukes School 1999 — 2002
High School/Secondary Diplomas and Certificates
Houlihan Lokey May 2013 - August 2013
Updata Partners August 2009 - September 2011
SigmaPoints, Inc. March 2008 - June 2009
Kayne Anderson Capital Advisors, L.P. July 2006 - February 2008
Easy Travel International February 1997 - August 2002
Skills
Fixed Income, Strategic Consulting, Venture Capital, Business Case, Bloomberg Terminal, Start-up Consulting, Early Stage Companies, Corporate Development, Financial Analysis, Private Equity, Strategy, Investments, Entrepreneurship, Valuation, Mergers, Investment Banking, Financial Modeling, LBO, Corporate Finance, Due Diligence, Bloomberg, Capital Markets, Growth Capital, Finance, Equity Valuation, Analysis, Business Valuation, Cleantech, Private Placements, M, Deal Sourcing, DCF, IPO, Deal Execution, Competitive Analysis, Financial Structuring, Capital IQ, Securities, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Tulane University - A.B. Freeman School of Business 2002 — 2006
B.S. in Finance and Management, Magna Cum Laude
University of Pennsylvania - The Wharton School 2005 — 2005
Semester "Abroad", Finance, Managment
St. Lukes School 1999 — 2002
High School/Secondary Diplomas and Certificates
Aaron Wizenfeld's Houlihan Lokey Experience June 2015 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
MESA Global July 2013 - June 2015
Yahoo! April 2013 - June 2013
Deutsche Bank January 2013 - April 2013
Deutsche Bank February 2010 - January 2013
Deutsche Bank September 2007 - January 2010
Deutsche Bank June 2006 - September 2007
Deutsche Bank June 2005 - August 2005
Skills
Finance, Digital Media, Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Equities, Fixed Income, LBO, Due Diligence, Derivatives, Asset Management, Emerging Markets, Business Development, Equity Research, Structured Finance, Mergers & Acquisitions, Investments, Strategy, Leveraged Finance, Hedge Funds, DCF, M&A experience, Alternative Investments, IPO, Investor Relations, Equity Valuation, Financial Structuring
Education
University of California Los Angeles (UCLA) 2002 — 2006
B.A, Economics
University of California, Los Angeles 2002 — 2006
B.A., Economics
Houlihan Lokey June 2015 - Present
MESA Global July 2013 - June 2015
Yahoo! April 2013 - June 2013
Deutsche Bank January 2013 - April 2013
Deutsche Bank February 2010 - January 2013
Deutsche Bank September 2007 - January 2010
Deutsche Bank June 2006 - September 2007
Deutsche Bank June 2005 - August 2005
Skills
Finance, Digital Media, Investment Banking, Valuation, Capital Markets, Financial Modeling, Bloomberg, Corporate Finance, Equities, Fixed Income, LBO, Due Diligence, Derivatives, Asset Management, Emerging Markets, Business Development, Equity Research, Structured Finance, Mergers & Acquisitions, Investments, Strategy, Leveraged Finance, Hedge Funds, DCF, M&A experience, Alternative Investments, IPO, Investor Relations, Equity Valuation, Financial Structuring
Education
University of California Los Angeles (UCLA) 2002 — 2006
B.A, Economics
University of California, Los Angeles 2002 — 2006
B.A., Economics
Juan Guzman's Houlihan Lokey Experience February 2015 - Present
Job Senior Vice President at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Alexandra Yavorsky's Houlihan Lokey Experience 2006 - 2006
Job Associate at Cornerstone Research
Industry Financial Services
Experience
Cornerstone Research October 2012 - Present
ZS Associates June 2011 - September 2011
Cornerstone Research July 2009 - August 2010
Cornerstone Research August 2007 - June 2009
Houlihan Lokey 2006 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA Candidate, Finance and Strategy
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Cornerstone Research October 2012 - Present
ZS Associates June 2011 - September 2011
Cornerstone Research July 2009 - August 2010
Cornerstone Research August 2007 - June 2009
Houlihan Lokey 2006 - 2006
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA Candidate, Finance and Strategy
University of California, Los Angeles 2003 — 2007
BA, Business Economics and Accounting
Dave Chin's Houlihan Lokey Experience May 2006 - April 2007
Job Business Intelligence, Google Cloud Platform
Industry Venture Capital & Private Equity
Experience
Google September 2014 - Present
Google May 2013 - August 2013
GI Partners August 2009 - June 2012
Goldman Sachs May 2007 - July 2009
Houlihan Lokey May 2006 - April 2007
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Financial Analysis, Due Diligence, Corporate Finance, M&A experience, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Google September 2014 - Present
Google May 2013 - August 2013
GI Partners August 2009 - June 2012
Goldman Sachs May 2007 - July 2009
Houlihan Lokey May 2006 - April 2007
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Financial Analysis, Due Diligence, Corporate Finance, M&A experience, Corporate Development, Mergers & Acquisitions, Capital Markets
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
University of California, Irvine
Bachelor of Arts (B.A.), Economics
Lei Tong's Houlihan Lokey Experience September 2011 - May 2015
Job Principal at Axiom Consulting Partners
Industry Management Consulting
Experience
Axiom Consulting Partners May 2015 - Present
Houlihan Lokey September 2011 - May 2015
Roland Berger Strategy Consultants September 2008 - September 2011
Ubisense June 2008 - August 2008
Honeywell Aerospace May 2003 - September 2007
Skills
Organizational Design, Process Design, Positioning, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Business Planning, Financial Modeling, Market Research, Product Development, Analytics, Management Consulting, Financial Analysis, Acquisition Integration, Strategic Consulting, Business Transformation, Mergers, Analysis, Business Process..., Market Analysis, Due Diligence, Market Entry, Valuation, Growth Strategies, Mergers & Acquisitions, Mentoring
Education
University of Cambridge 2007 — 2008
Master of Business Administration
University of Notre Dame 2005 — 2007
Master of Science, Mechanical Engineering
University of Michigan 2000 — 2004
Bachelor of Science, Mechanical Engineering
Axiom Consulting Partners May 2015 - Present
Houlihan Lokey September 2011 - May 2015
Roland Berger Strategy Consultants September 2008 - September 2011
Ubisense June 2008 - August 2008
Honeywell Aerospace May 2003 - September 2007
Skills
Organizational Design, Process Design, Positioning, Corporate Development, Strategy, Competitive Analysis, Business Strategy, Business Planning, Financial Modeling, Market Research, Product Development, Analytics, Management Consulting, Financial Analysis, Acquisition Integration, Strategic Consulting, Business Transformation, Mergers, Analysis, Business Process..., Market Analysis, Due Diligence, Market Entry, Valuation, Growth Strategies, Mergers & Acquisitions, Mentoring
Education
University of Cambridge 2007 — 2008
Master of Business Administration
University of Notre Dame 2005 — 2007
Master of Science, Mechanical Engineering
University of Michigan 2000 — 2004
Bachelor of Science, Mechanical Engineering
Scott Kremeier's Houlihan Lokey Experience February 2014 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey February 2014 - Present
JMP Securities May 2007 - December 2013
Houlihan Lokey Howard and Zukin July 2006 - May 2007
Harrah's Entertainment June 2004 - June 2006
US Navy May 1995 - March 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Asset Managment, Capital Markets, Business Strategy, Portfolio Management, Strategic Planning, Risk Management, Analysis, Financial Modeling, Investment Banking
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science (B.S.), Political Science and Government
Houlihan Lokey February 2014 - Present
JMP Securities May 2007 - December 2013
Houlihan Lokey Howard and Zukin July 2006 - May 2007
Harrah's Entertainment June 2004 - June 2006
US Navy May 1995 - March 2003
Skills
Private Equity, Equities, Investments, Venture Capital, Asset Managment, Capital Markets, Business Strategy, Portfolio Management, Strategic Planning, Risk Management, Analysis, Financial Modeling, Investment Banking
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
United States Naval Academy 1991 — 1995
Bachelor of Science (B.S.), Political Science and Government
Kai-Ching Lin's Houlihan Lokey Experience 2009 - 2011
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Valley National Bank 2015 - Present
Boom Trend Investment 2012 - 2014
Houlihan Lokey 2009 - 2011
Duff and Phelps 2007 - 2009
Credit Suisse 2005 - 2007
JP Morgan Chase 2002 - 2005
Skills
Valuation, Management, Fixed Income, Financial Services, Credit Derivatives, Mortgage Lending, Financial Modeling, Equities, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Investments, Asset Management, Finance
Education
University of California, Los Angeles
Ph.D., Mathematics
Valley National Bank 2015 - Present
Boom Trend Investment 2012 - 2014
Houlihan Lokey 2009 - 2011
Duff and Phelps 2007 - 2009
Credit Suisse 2005 - 2007
JP Morgan Chase 2002 - 2005
Skills
Valuation, Management, Fixed Income, Financial Services, Credit Derivatives, Mortgage Lending, Financial Modeling, Equities, Hedge Funds, Capital Markets, Derivatives, Investment Banking, Portfolio Management, Investments, Asset Management, Finance
Education
University of California, Los Angeles
Ph.D., Mathematics
Eric Winthrop's Houlihan Lokey Experience March 1998 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 1998 - Present
PricewaterhouseCoopers 1995 - 1998
Skills
Special Situations, Private Equity, High Yield, Restructuring, Investment Banking, LBO, Valuation, Debt Restructuring, Corporate Finance, Mergers, Fairness Opinions, M&A experience, Capital Markets, Recapitalizations, Venture Capital, Business Valuation, Private Placements, Leveraged Finance, Financial Modeling, Corporate Development, Capital Structure, Divestitures, Financial Structuring, Mezzanine, Structured Finance
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Houlihan Lokey March 1998 - Present
PricewaterhouseCoopers 1995 - 1998
Skills
Special Situations, Private Equity, High Yield, Restructuring, Investment Banking, LBO, Valuation, Debt Restructuring, Corporate Finance, Mergers, Fairness Opinions, M&A experience, Capital Markets, Recapitalizations, Venture Capital, Business Valuation, Private Placements, Leveraged Finance, Financial Modeling, Corporate Development, Capital Structure, Divestitures, Financial Structuring, Mezzanine, Structured Finance
Education
University of California, Santa Barbara 1991 — 1995
BA, Business Economics
Andrew Fan's Houlihan Lokey Experience September 2013 - Present
Job Corporate Counsel at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2013 - Present
Morrison & Foerster LLP July 2012 - September 2013
Kaye Scholer LLP January 2011 - June 2012
Kaye Scholer LLP May 2009 - July 2009
U.S. District Court Judge George H. King May 2008 - July 2008
Skills
Corporate Law, Civil Litigation, Litigation, Mergers & Acquisitions, Legal Writing, Legal Research, Corporate Governance, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - School of Law 2007 — 2010
J.D.
University of California, Irvine 2003 — 2006
B.A., Political Science
Houlihan Lokey September 2013 - Present
Morrison & Foerster LLP July 2012 - September 2013
Kaye Scholer LLP January 2011 - June 2012
Kaye Scholer LLP May 2009 - July 2009
U.S. District Court Judge George H. King May 2008 - July 2008
Skills
Corporate Law, Civil Litigation, Litigation, Mergers & Acquisitions, Legal Writing, Legal Research, Corporate Governance, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - School of Law 2007 — 2010
J.D.
University of California, Irvine 2003 — 2006
B.A., Political Science
David Hou's Houlihan Lokey Experience 1988 - 1990
Job Founding Partner at Luminous Capital
Industry Financial Services
Experience
Luminous Capital May 2008 - Present
Merrill Lynch April 1997 - May 2008
Goldman Sachs September 1992 - April 1997
Houlihan Lokey 1988 - 1990
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Los Angeles 1985 — 1988
BS, Economics/Business
Luminous Capital May 2008 - Present
Merrill Lynch April 1997 - May 2008
Goldman Sachs September 1992 - April 1997
Houlihan Lokey 1988 - 1990
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
University of California, Los Angeles 1985 — 1988
BS, Economics/Business
Scott Solomon's Houlihan Lokey Experience 1997 - 2004
Job Managing Director & Chief Legal Officer JMP Group Inc.
Industry Investment Banking
Experience
JMP Group Inc. 2012 - 2012
The Salter Group 2007 - 2012
Youbet.com 2004 - 2007
Houlihan Lokey 1997 - 2004
Bugle Boy Industries January 1994 - August 1997
Education
University of California, Los Angeles - School of Law 1982 — 1985
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accounting
JMP Group Inc. 2012 - 2012
The Salter Group 2007 - 2012
Youbet.com 2004 - 2007
Houlihan Lokey 1997 - 2004
Bugle Boy Industries January 1994 - August 1997
Education
University of California, Los Angeles - School of Law 1982 — 1985
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Accounting
Michael McElhenney's Houlihan Lokey Experience November 2007 - Present
Job Director, Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey November 2007 - Present
Houlihan Lokey 2007 - 2015
Education
Thunderbird School of Global Management
University of Montana
University of Montana
Houlihan Lokey November 2007 - Present
Houlihan Lokey 2007 - 2015
Education
Thunderbird School of Global Management
University of Montana
University of Montana
David Phan's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Imperial Capital, LLC January 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Real Estate, Financial Analysis, Customer Service, Valuation, Investments, Social Media, Financial Modeling, Marketing, Research, Accounting, Sales, Public Speaking, Team Leadership, Strategic Planning, Leadership, Investment Banking, Data Analysis, Corporate Finance, Finance, Economics, Teamwork, Due Diligence, Mergers & Acquisitions, Equities, Bloomberg, Private Equity, Analysis
Education
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Economics
Marina High School 2006 — 2010
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Imperial Capital, LLC January 2013 - December 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Real Estate, Financial Analysis, Customer Service, Valuation, Investments, Social Media, Financial Modeling, Marketing, Research, Accounting, Sales, Public Speaking, Team Leadership, Strategic Planning, Leadership, Investment Banking, Data Analysis, Corporate Finance, Finance, Economics, Teamwork, Due Diligence, Mergers & Acquisitions, Equities, Bloomberg, Private Equity, Analysis
Education
University of California, Los Angeles 2011 — 2014
Bachelor of Arts (B.A.), Economics
Marina High School 2006 — 2010
Alex Y. Tang, CPA, CFA's Houlihan Lokey Experience July 2000 - July 2002
Job AVP, Senior Credit Analyst at Bessemer Trust
Industry Financial Services
Experience
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
Bessemer Investment Management March 2013 - Present
Genworth Financial 2010 - 2012
Post Advisory Group 2005 - 2009
Post Advisory Group 2003 - 2005
Investors Management Trust Real Estate Group January 2003 - September 2003
Houlihan Lokey July 2000 - July 2002
Skills
Fixed Income, High Yield, High Grade, Natural Gas, Power Utilities, Oil & Gas Industry, Regional Banks, Financials, Hedge Funds, Leveraged Finance, Financial Analysis, Credit Analysis, Asset Management, Investments, Valuation, Equities, Portfolio Management, Investment Banking, Finance, Corporate Finance, Financial Modeling, Capital Markets, High Yield Bonds
Education
University of California, Los Angeles 1997 — 2001
BA/BS, Economics, Applied Mathematics
David Scheid's Houlihan Lokey Experience June 2015 - Present
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
Cowen and Company January 2014 - June 2015
Cowen and Company August 2010 - January 2014
Stonerise Capital Partners September 2009 - September 2009
Thoma Bravo, LLC July 2009 - August 2009
Bank of the West September 2006 - July 2008
Bank of the West September 2005 - September 2006
The PMI Group, Inc. April 2004 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Fixed Income, IPO, Credit, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
University of California, Berkeley 2000 — 2003
Houlihan Lokey June 2015 - Present
Cowen and Company January 2014 - June 2015
Cowen and Company August 2010 - January 2014
Stonerise Capital Partners September 2009 - September 2009
Thoma Bravo, LLC July 2009 - August 2009
Bank of the West September 2006 - July 2008
Bank of the West September 2005 - September 2006
The PMI Group, Inc. April 2004 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Investments, Investment Banking, Capital Markets, Equities, Fixed Income, IPO, Credit, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
MBA, Finance
University of California, Berkeley 2000 — 2003
Matthew Cautero's Houlihan Lokey Experience September 2015 - Present
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Sony Pictures Entertainment February 2015 - September 2015
Moelis & Company July 2013 - February 2015
UCLA Anderson School of Management August 2011 - June 2013
Deutsche Bank June 2012 - August 2012
University of Pennsylvania Office of Investments February 2009 - June 2011
Lazard July 2006 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Competitive Analysis, Hedge Funds, Venture Capital, Equities, Equity Research, Portfolio Management, Mergers, Fixed Income, Business Strategy, Corporate Development, Business Development, Mergers & Acquisitions, Strategy, Finance, Analysis, Management, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
B.A., History
Houlihan Lokey September 2015 - Present
Sony Pictures Entertainment February 2015 - September 2015
Moelis & Company July 2013 - February 2015
UCLA Anderson School of Management August 2011 - June 2013
Deutsche Bank June 2012 - August 2012
University of Pennsylvania Office of Investments February 2009 - June 2011
Lazard July 2006 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Competitive Analysis, Hedge Funds, Venture Capital, Equities, Equity Research, Portfolio Management, Mergers, Fixed Income, Business Strategy, Corporate Development, Business Development, Mergers & Acquisitions, Strategy, Finance, Analysis, Management, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
B.A., History
Shashwat Mishra's Houlihan Lokey Experience July 2015 - Present
Job Investment Banking
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Janes Capital Partners September 2011 - July 2013
Harman International March 2009 - September 2011
Bank of America Merrill Lynch July 2007 - March 2009
Skills
Valuation, Finance, Due Diligence, Investments, Financial Reporting, M&A experience
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Honors
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Finance / Supply Chain Management
The Doon School 1997 — 2002
Houlihan Lokey July 2015 - Present
Janes Capital Partners September 2011 - July 2013
Harman International March 2009 - September 2011
Bank of America Merrill Lynch July 2007 - March 2009
Skills
Valuation, Finance, Due Diligence, Investments, Financial Reporting, M&A experience
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Honors
University of Illinois at Urbana-Champaign 2002 — 2006
B.S., Finance / Supply Chain Management
The Doon School 1997 — 2002
Jenna Radomile's Houlihan Lokey Experience June 2007 - March 2013
Job Office Manager, Senior Paralegal at Westerman Law
Industry Legal Services
Experience
Westerman Law Corp March 2013 - Present
Houlihan Lokey June 2007 - March 2013
Robins Kaplan L.L.P. December 2005 - May 2007
Milberg September 2001 - May 2005
UCLA Anderson School of Management December 1999 - August 2001
Frette March 1998 - November 1999
Bloomingdales April 1997 - March 1998
Skills
Litigation, Research, Management, Outlook, Civil Litigation, Project Management, Legal Assistance, Microsoft Word, Microsoft Office, Negotiation, Customer Service, Microsoft Excel, Problem Solving, Excel, Word, Proofpoint, Class Actions, Investment Banking, Legal Compliance, FINRA, Private Equity, QuickBooks, Lexis, Westlaw, Legal Research
Education
University of California, Los Angeles 1998 — 1999
Attorney Assistant Training Program
University of Arizona 1992 — 1996
Bachelor of Arts, English
Westerman Law Corp March 2013 - Present
Houlihan Lokey June 2007 - March 2013
Robins Kaplan L.L.P. December 2005 - May 2007
Milberg September 2001 - May 2005
UCLA Anderson School of Management December 1999 - August 2001
Frette March 1998 - November 1999
Bloomingdales April 1997 - March 1998
Skills
Litigation, Research, Management, Outlook, Civil Litigation, Project Management, Legal Assistance, Microsoft Word, Microsoft Office, Negotiation, Customer Service, Microsoft Excel, Problem Solving, Excel, Word, Proofpoint, Class Actions, Investment Banking, Legal Compliance, FINRA, Private Equity, QuickBooks, Lexis, Westlaw, Legal Research
Education
University of California, Los Angeles 1998 — 1999
Attorney Assistant Training Program
University of Arizona 1992 — 1996
Bachelor of Arts, English
Gary Adelson's Houlihan Lokey Experience 2003 - November 2008
Job Managing Parter, Tanglewood Partners
Industry Investment Banking
Experience
Mobipromo International February 2015 - Present
Tanglewood Partners December 2014 - Present
Cyrano Group February 2014 - June 2014
Gavin Salmonese March 2010 - April 2014
NachmanHaysBrownstein June 2009 - April 2012
Houlihan Lokey 2003 - November 2008
Skills
Mergers & Acquisitions, Private Equity, M&A experience, Management, Corporate Finance, Mergers, Business Valuation, Restructuring, Corporate Development, Valuation, Strategy, Due Diligence, Venture Capital, Business Planning, Strategic Planning, Business Strategy, Turn Around Management, Financial Modeling, Debt Restructuring, LBO
Education
University of California, Los Angeles 1971 — 1975
BA, Economics
Mobipromo International February 2015 - Present
Tanglewood Partners December 2014 - Present
Cyrano Group February 2014 - June 2014
Gavin Salmonese March 2010 - April 2014
NachmanHaysBrownstein June 2009 - April 2012
Houlihan Lokey 2003 - November 2008
Skills
Mergers & Acquisitions, Private Equity, M&A experience, Management, Corporate Finance, Mergers, Business Valuation, Restructuring, Corporate Development, Valuation, Strategy, Due Diligence, Venture Capital, Business Planning, Strategic Planning, Business Strategy, Turn Around Management, Financial Modeling, Debt Restructuring, LBO
Education
University of California, Los Angeles 1971 — 1975
BA, Economics
Candace Myung's Houlihan Lokey Experience April 2012 - December 2014
Job Vice President (Technology) at Mizuho
Industry Investment Banking
Experience
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Mizuho Securities USA Inc. December 2014 - Present
Houlihan Lokey April 2012 - December 2014
Credit Suisse July 2011 - April 2012
Houlihan Lokey September 2007 - July 2009
KeyBanc Capital Markets September 2006 - August 2007
Wells Fargo July 2005 - August 2006
Skills
Valuation, Private Placements, Capital Markets, High Yield, Leveraged Finance, Investment Banking, Financial Modeling, Due Diligence, Mergers & Acquisitions, LBO, Private Equity, Finance, Bloomberg, Financial Structuring, Investments, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Washington, Michael G. Foster School of Business 2001 — 2005
Business Administration, Finance
Peter Mullen's Houlihan Lokey Experience April 2013 - Present
Job Vice President at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey April 2013 - Present
Houlihan Lokey July 2010 - March 2013
Houlihan Lokey July 2007 - July 2010
Aon June 2006 - August 2006
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Finance, Investment Banking, Private Equity, Strategy, Mergers & Acquisitions, Securities, Business Valuation, Bloomberg, LBO, Due Diligence, Financial Analysis, Capital Markets, Corporate Development
Education
University of Wisconsin-Madison - School of Business 2003 — 2007
Finance
University College Dublin
Finance
Houlihan Lokey April 2013 - Present
Houlihan Lokey July 2010 - March 2013
Houlihan Lokey July 2007 - July 2010
Aon June 2006 - August 2006
Skills
Valuation, Mergers, Corporate Finance, Financial Modeling, Finance, Investment Banking, Private Equity, Strategy, Mergers & Acquisitions, Securities, Business Valuation, Bloomberg, LBO, Due Diligence, Financial Analysis, Capital Markets, Corporate Development
Education
University of Wisconsin-Madison - School of Business 2003 — 2007
Finance
University College Dublin
Finance
Adam Bhaijee's Houlihan Lokey Experience March 2004 - June 2006
Job Investment Professional
Industry Investment Management
Experience
Toro Investment Partners, LP May 2011 - Present
Meru Capital November 2009 - May 2011
Gama Partners September 2007 - December 2009
JPMorgan June 2006 - July 2007
Houlihan Lokey March 2004 - June 2006
Skills
Hedge Funds, Equities, Restructuring, Greater China, Value Investing, Valuation, Technology, Portfolio Management, Financial Modeling, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor of Arts, Business Administration and Political Science
Toro Investment Partners, LP May 2011 - Present
Meru Capital November 2009 - May 2011
Gama Partners September 2007 - December 2009
JPMorgan June 2006 - July 2007
Houlihan Lokey March 2004 - June 2006
Skills
Hedge Funds, Equities, Restructuring, Greater China, Value Investing, Valuation, Technology, Portfolio Management, Financial Modeling, Bloomberg
Education
University of California, Berkeley, Haas School of Business 1999 — 2003
Bachelor of Arts, Business Administration and Political Science
Gabrielle Migoya's Houlihan Lokey Experience September 2013 - Present
Job Senior Administrative Assistant, Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey September 2013 - Present
JPMorgan Chase July 2012 - September 2013
Miller Motorcars/Aston Martin May 2011 - July 2012
LADD Design January 2011 - May 2011
Skills
Leadership, Management, Marketing, Administrative..., CRM, Customer Service, Finance, Lotus Notes, Microsoft Excel, Microsoft Office, Sales, Sourcing, Time Management
Education
University of Bridgeport
Houlihan Lokey September 2013 - Present
JPMorgan Chase July 2012 - September 2013
Miller Motorcars/Aston Martin May 2011 - July 2012
LADD Design January 2011 - May 2011
Skills
Leadership, Management, Marketing, Administrative..., CRM, Customer Service, Finance, Lotus Notes, Microsoft Excel, Microsoft Office, Sales, Sourcing, Time Management
Education
University of Bridgeport
David Gluckman's Houlihan Lokey Experience July 2008 - January 2010
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
PIMCO June 2013 - August 2013
Ares Management January 2010 - June 2012
Houlihan Lokey July 2008 - January 2010
UBS Investment Bank June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2008
BA, Business Economics
PIMCO June 2013 - August 2013
Ares Management January 2010 - June 2012
Houlihan Lokey July 2008 - January 2010
UBS Investment Bank June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2008
BA, Business Economics
Chuong Luc's Houlihan Lokey Experience July 2013 - October 2014
Job Corporate Finance at PwC
Industry Investment Banking
Experience
PwC Corporate Finance, Tech November 2014 - Present
Houlihan Lokey July 2013 - October 2014
Houlihan Lokey May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Corporate Finance
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Adminstration
Temple City High School
PwC Corporate Finance, Tech November 2014 - Present
Houlihan Lokey July 2013 - October 2014
Houlihan Lokey May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Corporate Finance
Education
University of California, Berkeley 2009 — 2013
Bachelor of Science (B.S.), Business Adminstration
Temple City High School
Porter Pursley's Houlihan Lokey Experience October 2006 - October 2008
Job Senior Associate at Vortus Investments
Industry Oil & Energy
Experience
Vortus Investments July 2014 - Present
Raymond James & Associates, Inc June 2011 - June 2014
Plains Exploration & Production May 2010 - August 2010
Houlihan Lokey October 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Energy
University of Alabama
Bachelor's degree, Accounting
Vortus Investments July 2014 - Present
Raymond James & Associates, Inc June 2011 - June 2014
Plains Exploration & Production May 2010 - August 2010
Houlihan Lokey October 2006 - October 2008
Education
Tulane University - A.B. Freeman School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, Energy
University of Alabama
Bachelor's degree, Accounting
Andrew Shapiro's Houlihan Lokey Experience July 2012 - July 2014
Job Analyst at GSO Capital Partners
Industry Investment Management
Experience
GSO Capital Partners July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Clockwork Productions LLC January 2011 - January 2012
Pilot Advisors May 2011 - September 2011
Skills
Financial Modeling, Valuation, Research, Due Diligence, Mergers, PowerPoint, Private Equity, Microsoft Excel, Economics, Microsoft Office, Business Strategy, Corporate Finance, Public Speaking, Entrepreneurship, Competitive Analysis, Biotechnology, Statistics
Education
University of Pennsylvania 2009 — 2012
BEng, Bioengineering & Electrical Engineering
Tsinghua University 2010 — 2011
Chinese, Electrical Engineering
Dana Hills High School 2004 — 2008
GSO Capital Partners July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Clockwork Productions LLC January 2011 - January 2012
Pilot Advisors May 2011 - September 2011
Skills
Financial Modeling, Valuation, Research, Due Diligence, Mergers, PowerPoint, Private Equity, Microsoft Excel, Economics, Microsoft Office, Business Strategy, Corporate Finance, Public Speaking, Entrepreneurship, Competitive Analysis, Biotechnology, Statistics
Education
University of Pennsylvania 2009 — 2012
BEng, Bioengineering & Electrical Engineering
Tsinghua University 2010 — 2011
Chinese, Electrical Engineering
Dana Hills High School 2004 — 2008
Tracy Turnbull's Houlihan Lokey Experience April 2001 - Present
Job Manager, Enterprise Systems at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2001 - Present
Skills
Business Analysis, Project Management, Risk Management, Leadership, SDLC, Management, Agile Methodologies, Integration, PMP, Business Intelligence, Business Process..., CRM, Program Management, Enterprise Software, Vendor Management, Account Management, Cloud Computing, Software Project...
Education
University of California, San Diego 1994 — 2000
BS, Biology
Houlihan Lokey April 2001 - Present
Skills
Business Analysis, Project Management, Risk Management, Leadership, SDLC, Management, Agile Methodologies, Integration, PMP, Business Intelligence, Business Process..., CRM, Program Management, Enterprise Software, Vendor Management, Account Management, Cloud Computing, Software Project...
Education
University of California, San Diego 1994 — 2000
BS, Biology
Jake Fishman's Houlihan Lokey Experience 2006 - 2007
Job Managing Director at Madeira Partners, LLC
Industry Investment Banking
Experience
Madeira Partners, LLC May 2013 - Present
Lurie Besikof Lapidus Private Investment Banking November 2007 - April 2013
Houlihan Lokey 2006 - 2007
Education
University of Wisconsin-Madison - School of Business 2002 — 2006
B.A., Finance, Accounting
Università Commerciale 'Luigi Bocconi' / Bocconi University 2005 — 2005
Global Business
Madeira Partners, LLC May 2013 - Present
Lurie Besikof Lapidus Private Investment Banking November 2007 - April 2013
Houlihan Lokey 2006 - 2007
Education
University of Wisconsin-Madison - School of Business 2002 — 2006
B.A., Finance, Accounting
Università Commerciale 'Luigi Bocconi' / Bocconi University 2005 — 2005
Global Business
Shirley (Xueyang) Wu's Houlihan Lokey Experience June 2011 - August 2011
Job Member of Technical Staff at Illumio
Industry Computer Software
Experience
Illumio February 2014 - Present
Gray Area Foundation For The Arts November 2014 - February 2015
Splunk August 2012 - January 2014
WordSeer OS February 2011 - May 2012
Houlihan Lokey June 2011 - August 2011
Hidden River, LLC January 2010 - December 2010
Credit Union for Berkeley Students September 2008 - May 2010
Credit Suisse January 2010 - January 2010
Tencent June 2009 - August 2009
Skills
Python, Java, Objective-C, jQuery, Django, PHP, MySQL, Microsoft Excel, Bloomberg, Photoshop, Illustrator, D3, Capital IQ, VBA, Mandarin, HTML
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration, Computer Science Minor
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Illumio February 2014 - Present
Gray Area Foundation For The Arts November 2014 - February 2015
Splunk August 2012 - January 2014
WordSeer OS February 2011 - May 2012
Houlihan Lokey June 2011 - August 2011
Hidden River, LLC January 2010 - December 2010
Credit Union for Berkeley Students September 2008 - May 2010
Credit Suisse January 2010 - January 2010
Tencent June 2009 - August 2009
Skills
Python, Java, Objective-C, jQuery, Django, PHP, MySQL, Microsoft Excel, Bloomberg, Photoshop, Illustrator, D3, Capital IQ, VBA, Mandarin, HTML
Education
University of California, Berkeley 2008 — 2012
B.S., Business Administration, Computer Science Minor
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Brian Yu's Houlihan Lokey Experience 2001 - 2002
Job Director at Citi Research
Industry Financial Services
Experience
Citigroup 2003 - Present
Wedbush Securities 2002 - 2003
Houlihan Lokey 2001 - 2002
Vulcan Materials Company 1996 - 1999
Texaco 1994 - 1996
Skills
CFA Charter Holder, Passed California CPA..., Series 7, Series 63, Series 87, Equities, Equity Valuation, Equity Research, Financial Modeling, Investments, Valuation
Education
UCLA
Bachelor of Arts (BA)
USC Marshall School of Business
Master of Business Administration (MBA)
Citigroup 2003 - Present
Wedbush Securities 2002 - 2003
Houlihan Lokey 2001 - 2002
Vulcan Materials Company 1996 - 1999
Texaco 1994 - 1996
Skills
CFA Charter Holder, Passed California CPA..., Series 7, Series 63, Series 87, Equities, Equity Valuation, Equity Research, Financial Modeling, Investments, Valuation
Education
UCLA
Bachelor of Arts (BA)
USC Marshall School of Business
Master of Business Administration (MBA)
Jon Howe's Houlihan Lokey Experience May 1999 - July 2002
Job Managing Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2002 - Present
Houlihan Lokey May 1999 - July 2002
Big Dog Holdings March 1996 - January 1998
Bear, Stearns June 1981 - December 1990
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Mergers, Private Placements, Capital Markets, Start-ups, Valuation, Management, Venture Capital, Due Diligence, Corporate Finance, LBO, Financial Modeling, Securities Regulation, IPO, Securities, Portfolio Management, M&A experience, Hedge Funds, Equities, Investments
Education
University of Southern California 1976 — 1978
MBA
University of California, Santa Barbara
BA, Economics
Wedbush Securities September 2002 - Present
Houlihan Lokey May 1999 - July 2002
Big Dog Holdings March 1996 - January 1998
Bear, Stearns June 1981 - December 1990
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Mergers, Private Placements, Capital Markets, Start-ups, Valuation, Management, Venture Capital, Due Diligence, Corporate Finance, LBO, Financial Modeling, Securities Regulation, IPO, Securities, Portfolio Management, M&A experience, Hedge Funds, Equities, Investments
Education
University of Southern California 1976 — 1978
MBA
University of California, Santa Barbara
BA, Economics
Andy Peirona's Houlihan Lokey Experience August 1989 - October 1990
Job Executive Director Institutional Equities Sales
Industry Financial Services
Experience
J.P. Morgan August 1995 - April 2015
The Koll Company January 1991 - September 1993
Houlihan Lokey August 1989 - October 1990
Education
UCLA Anderson School of Management 1993 — 1995
Master of Business Administration (MBA), Finance / Entrepreneurial Studies
University of California, Los Angeles 1984 — 1989
Bachelor of Arts (B.A.), Economics / Business
J.P. Morgan August 1995 - April 2015
The Koll Company January 1991 - September 1993
Houlihan Lokey August 1989 - October 1990
Education
UCLA Anderson School of Management 1993 — 1995
Master of Business Administration (MBA), Finance / Entrepreneurial Studies
University of California, Los Angeles 1984 — 1989
Bachelor of Arts (B.A.), Economics / Business
Cary Stanford's Houlihan Lokey Experience November 1988 - September 1997
Job Managing Director at Morgan Joseph TriArtisan
Industry Investment Banking
Experience
Morgan Joseph TriArtisan LLC March 2009 - Present
SHBA LLC December 2006 - March 2009
Duff & Phelps February 2005 - September 2006
SRA LLC April 2002 - January 2005
Houlihan Lokey November 1988 - September 1997
Education
Carmel High School
UCLA Anderson School of Management
MBA, Finance
University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology
Morgan Joseph TriArtisan LLC March 2009 - Present
SHBA LLC December 2006 - March 2009
Duff & Phelps February 2005 - September 2006
SRA LLC April 2002 - January 2005
Houlihan Lokey November 1988 - September 1997
Education
Carmel High School
UCLA Anderson School of Management
MBA, Finance
University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology
Arshi Khan's Houlihan Lokey Experience April 2011 - Present
Job Marketing Copy Editor at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2011 - Present
Entrepreneur 2009 - 2011
Orthodyne Electronics 2008 - 2009
Skills
Editorial, Proofreading, Copy Editing, Valuation, Corporate Development, Compliance, Fact-Checking, Editing
Education
University of California, Irvine 2005 — 2009
English
Houlihan Lokey April 2011 - Present
Entrepreneur 2009 - 2011
Orthodyne Electronics 2008 - 2009
Skills
Editorial, Proofreading, Copy Editing, Valuation, Corporate Development, Compliance, Fact-Checking, Editing
Education
University of California, Irvine 2005 — 2009
English
Sung Lim's Houlihan Lokey Experience August 2008 - July 2010
Job Business Development at Financial Technology Partners
Industry Venture Capital & Private Equity
Experience
Financial Technology Partners June 2014 - June 2015
PayPal June 2013 - August 2013
ClearLight Partners August 2010 - July 2012
Houlihan Lokey August 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Financial Analysis, LBO, Competitive Analysis, Leveraged Finance, Valuation, Investments, Emerging Markets, M&A experience, Strategic Planning, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
BS, Business Administration
Palos Verdes Peninsula High School 1999 — 2003
Financial Technology Partners June 2014 - June 2015
PayPal June 2013 - August 2013
ClearLight Partners August 2010 - July 2012
Houlihan Lokey August 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Financial Analysis, LBO, Competitive Analysis, Leveraged Finance, Valuation, Investments, Emerging Markets, M&A experience, Strategic Planning, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
BS, Business Administration
Palos Verdes Peninsula High School 1999 — 2003
Dan Ornstein's Houlihan Lokey Experience November 1994 - June 1996
Job HG Vora Capital
Industry Financial Services
Experience
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
HG Vora Capital Management January 2014 - Present
Morgan Stanley August 1997 - April 2012
Houlihan Lokey November 1994 - June 1996
Kidder Peabody June 1994 - October 1994
Skills
Hedge Funds, Fixed Income, Capital Markets, Equities, Investment Banking, Alternative Investments, Derivatives, Portfolio Management, Private Equity, Asset Management, Valuation, Investments, Trading, Bloomberg, Financial Modeling
Education
Wharton School, University of Pennsylvania 1996 — 1998
Master of Business Administration (M.B.A.), Finance, General
SUNY Albany 1990 — 1994
Bachelor of Science (BS), Finance and Financial Management Services
Ethan Torbati's Houlihan Lokey Experience July 2014 - Present
Job Financial Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2014 - Present
George Smith Partners May 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Marketing Strategy, Social Media, Project Management, Strategic Planning, Research, Analysis, Sales, Photoshop, Business Strategy, Social Networking, Real Estate, Event Planning, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Adminisration
Milken Community High School 2006 — 2010
Houlihan Lokey July 2014 - Present
George Smith Partners May 2013 - August 2013
Skills
Microsoft Office, Financial Analysis, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Marketing Strategy, Social Media, Project Management, Strategic Planning, Research, Analysis, Sales, Photoshop, Business Strategy, Social Networking, Real Estate, Event Planning, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Adminisration
Milken Community High School 2006 — 2010
Key Kim's Houlihan Lokey Experience September 2014 - December 2014
Job IT Consultant at Houlihan Lokey
Industry Oil & Energy
Experience
Houlihan Lokey September 2014 - December 2014
Seven Lakes Technologies March 2014 - June 2014
Conifer Health Solutions June 2013 - February 2014
Western Asset Management Co January 2007 - April 2012
Western Asset Management Co October 2005 - January 2007
Community Bank of the Bay January 2004 - May 2004
Skills
Excel, SQL, SDLC, Quality Assurance, PowerPoint, Visio, Access, TFS, Business Intelligence, Requirements Analysis
Education
UC Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Economics
Houlihan Lokey September 2014 - December 2014
Seven Lakes Technologies March 2014 - June 2014
Conifer Health Solutions June 2013 - February 2014
Western Asset Management Co January 2007 - April 2012
Western Asset Management Co October 2005 - January 2007
Community Bank of the Bay January 2004 - May 2004
Skills
Excel, SQL, SDLC, Quality Assurance, PowerPoint, Visio, Access, TFS, Business Intelligence, Requirements Analysis
Education
UC Berkeley 2002 — 2005
Bachelor of Arts (B.A.), Economics
Timothy Macholz's Houlihan Lokey Experience April 2013 - Present
Job TMT Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2013 - Present
Education
Oxford University 2009 — 2010
Master's Degree
University of California, Berkeley 2003 — 2007
Bachelor's Degree
Houlihan Lokey April 2013 - Present
Education
Oxford University 2009 — 2010
Master's Degree
University of California, Berkeley 2003 — 2007
Bachelor's Degree
Kashish Bhatia's Houlihan Lokey Experience June 2015 - Present
Job Investment Banking Summer Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
JUMP Investors September 2014 - June 2015
Venegas Capital LLC June 2014 - September 2014
Business Performance Systems June 2013 - September 2013
7-Eleven June 2011 - June 2013
Skills
Economics, Microsoft Excel, Investment Banking, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Investments, English, Financial Markets, Finance
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
Houlihan Lokey June 2015 - Present
JUMP Investors September 2014 - June 2015
Venegas Capital LLC June 2014 - September 2014
Business Performance Systems June 2013 - September 2013
7-Eleven June 2011 - June 2013
Skills
Economics, Microsoft Excel, Investment Banking, PowerPoint, Microsoft Office, Teamwork, Microsoft Word, Investments, English, Financial Markets, Finance
Education
University of California, Los Angeles 2013 — 2015
Bachelor of Arts (B.A.), Business Economics, Minor in Accounting
Tchen Terence's Houlihan Lokey Experience August 1989 - Present
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey August 1989 - Present
IBM July 1984 - June 1987
Skills
Investment Banking, LBO, Valuation, Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Business Valuation, Equities, Mergers & Acquisitions, Bloomberg, Due Diligence, High Yield
Education
Haas School of Business, UC Berkeley 1987 — 1989
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (B.S.), Mathematics and Computer Science
Houlihan Lokey August 1989 - Present
IBM July 1984 - June 1987
Skills
Investment Banking, LBO, Valuation, Private Equity, Financial Modeling, Corporate Finance, Hedge Funds, Business Valuation, Equities, Mergers & Acquisitions, Bloomberg, Due Diligence, High Yield
Education
Haas School of Business, UC Berkeley 1987 — 1989
Master of Business Administration (MBA), Finance
University of Illinois at Urbana-Champaign 1980 — 1984
Bachelor of Science (B.S.), Mathematics and Computer Science
Michael Grenier's Houlihan Lokey Experience 1998 - 2004
Job Managing Member at Ballard Canyon Capital
Industry Investment Banking
Experience
Ballard Canyon Capital 2013 - Present
Cerberus Capital Management 2004 - 2012
Houlihan Lokey 1998 - 2004
ING Equity Partners 1993 - 1995
Continental Bank 1992 - 1993
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor's Degree
Ballard Canyon Capital 2013 - Present
Cerberus Capital Management 2004 - 2012
Houlihan Lokey 1998 - 2004
ING Equity Partners 1993 - 1995
Continental Bank 1992 - 1993
Education
UCLA Anderson School of Management
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
Bachelor's Degree
Travis Adamson's Houlihan Lokey Experience March 2006 - Present
Job Senior Executive Administrator
Industry Investment Banking
Experience
Houlihan Lokey March 2006 - Present
Sayegh & Pham PLC July 2004 - March 2006
Education
University of California, Berkeley 2002 — 2004
Houlihan Lokey March 2006 - Present
Sayegh & Pham PLC July 2004 - March 2006
Education
University of California, Berkeley 2002 — 2004
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS