Houlihan Smith & Company, Inc.
Industry: Investment banking company
DescriptionHoulihan Smith & Company was an investment banking firm that provided financial advisory and financing services to public and private businesses. Houlihan was founded in 1996 but closed in 2011. Headquarters: Chicago, IL Founded: 1996 Founders: Richard Houlihan, Andy Smith
Houlihan Smith & Company, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Houlihan Smith & Company, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Houlihan Smith & Company, Inc. Employees
Employee
Years
Job
Industry
Merak M. Metz Merak M. Metz's Houlihan Smith & Company, Inc. Experience September 2008 - October 2009
Job HRIT Systems Manager at Chicago Public Schools
Industry Computer Software
Experience
WellRight (Formerly AnswersMedia) July 2013 - October 2013
AnswersMedia January 2013 - July 2013
Chicago Public Schools 2010 - January 2013
Chicago Public Schools January 2010 - September 2010
Houlihan Smith & Company, Inc. September 2008 - October 2009
Northwestern Mutual May 2008 - December 2008
Abt Electronics May 2001 - August 2006
Blockbuster February 2001 - May 2001
Best Buy April 1997 - March 2000
Skills
Leadership, Training, Management, Analysis, Process Improvement, Team Building, Customer Service, Data Analysis, Customer Satisfaction, Business Strategy, Strategy, Business Development, Marketing, Project Management, Cross-functional Team..., Performance Management, Public Speaking, Sales, Human Resources, Service Delivery, Team Leadership, Account Management, Budgets, Change Management, Financial Analysis, Strategic Planning, Coaching, Sales Management, Forecasting, Time Management, Teamwork, Motivational Speaking, Retail, Organizational..., Leadership Development, Employee Development, PowerPoint, CRM, Competitive Analysis, Microsoft Excel, Training Delivery, Market Research, Finance, Operations Management
Education
Brennan School of Business (Dominican University) 2008 — 2009
MBA, Finance & Marketing
Dominican University 1998 — 2008
Business Administration, Economics
Archbishop Weber High School 1994 — 1998
WellRight (Formerly AnswersMedia) July 2013 - October 2013
AnswersMedia January 2013 - July 2013
Chicago Public Schools 2010 - January 2013
Chicago Public Schools January 2010 - September 2010
Houlihan Smith & Company, Inc. September 2008 - October 2009
Northwestern Mutual May 2008 - December 2008
Abt Electronics May 2001 - August 2006
Blockbuster February 2001 - May 2001
Best Buy April 1997 - March 2000
Skills
Leadership, Training, Management, Analysis, Process Improvement, Team Building, Customer Service, Data Analysis, Customer Satisfaction, Business Strategy, Strategy, Business Development, Marketing, Project Management, Cross-functional Team..., Performance Management, Public Speaking, Sales, Human Resources, Service Delivery, Team Leadership, Account Management, Budgets, Change Management, Financial Analysis, Strategic Planning, Coaching, Sales Management, Forecasting, Time Management, Teamwork, Motivational Speaking, Retail, Organizational..., Leadership Development, Employee Development, PowerPoint, CRM, Competitive Analysis, Microsoft Excel, Training Delivery, Market Research, Finance, Operations Management
Education
Brennan School of Business (Dominican University) 2008 — 2009
MBA, Finance & Marketing
Dominican University 1998 — 2008
Business Administration, Economics
Archbishop Weber High School 1994 — 1998
Henry Basra Henry Basra's Houlihan Smith & Company, Inc. Experience March 2009 - August 2009
Job Finance/Analytics Director | Business Leader | Strategic Thinker | Data Enthusiast
Industry Financial Services
Experience
Sears Holdings Corporation March 2015 - Present
Sparta Amoco BP November 2004 - Present
Sears Holdings Corporation September 2013 - March 2015
Sears Holdings Corporation June 2012 - September 2013
Sears Holdings Corporation June 2011 - June 2012
Sears Holdings Corporation January 2010 - July 2011
Houlihan Smith & Company, Inc. March 2009 - August 2009
Stratus Consulting Group July 2008 - March 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Strategic Financial..., Accounts Receivable, Banking, Bloomberg, Cost Accounting, Portfolio Management, Variance Analysis, SAP, Accounting, Investments, Analysis, Process Improvement, Finance, Financial Reporting, Budgets, Mergers, Data Analysis, Valuation, Business Analysis, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Due Diligence, Microsoft Excel, Tax, Financial Accounting, Internal Controls, Cash Flow, Strategic Planning, Internal Audit, Essbase, General Ledger, Access, Competitive Analysis, Leadership, Business Strategy, Hyperion Enterprise, Business Planning, Pricing, Cash Management, Credit, GAAP, Private Equity, Mergers & Acquisitions, Financial Forecasting, Income Statement
Education
DePaul University 2005 — 2009
Bachelor of Science, Honors Finance, Accounting
Bradley University
Sears Holdings Corporation March 2015 - Present
Sparta Amoco BP November 2004 - Present
Sears Holdings Corporation September 2013 - March 2015
Sears Holdings Corporation June 2012 - September 2013
Sears Holdings Corporation June 2011 - June 2012
Sears Holdings Corporation January 2010 - July 2011
Houlihan Smith & Company, Inc. March 2009 - August 2009
Stratus Consulting Group July 2008 - March 2009
Skills
Financial Modeling, Forecasting, Financial Analysis, Corporate Finance, Strategic Financial..., Accounts Receivable, Banking, Bloomberg, Cost Accounting, Portfolio Management, Variance Analysis, SAP, Accounting, Investments, Analysis, Process Improvement, Finance, Financial Reporting, Budgets, Mergers, Data Analysis, Valuation, Business Analysis, Sarbanes-Oxley Act, Auditing, Account Reconciliation, Due Diligence, Microsoft Excel, Tax, Financial Accounting, Internal Controls, Cash Flow, Strategic Planning, Internal Audit, Essbase, General Ledger, Access, Competitive Analysis, Leadership, Business Strategy, Hyperion Enterprise, Business Planning, Pricing, Cash Management, Credit, GAAP, Private Equity, Mergers & Acquisitions, Financial Forecasting, Income Statement
Education
DePaul University 2005 — 2009
Bachelor of Science, Honors Finance, Accounting
Bradley University
Thomas Kornmeier Thomas Kornmeier's Houlihan Smith & Company, Inc. Experience June 2009 - January 2010
Job Middleware Portfolio Seller assigned to General Motors, Comerica Bank, Dow Chemical & Chrysler/Fiat at IBM
Industry Computer Software
Experience
IBM July 2015 - Present
IBM September 2012 - Present
Wiseman Engine Group L.L.C. January 2008 - Present
QED Financial Systems, Inc. January 2010 - September 2012
Houlihan Smith & Company, Inc. June 2009 - January 2010
Quantitative Alpha LLC December 2005 - September 2009
UBS Global Asset Management September 2002 - December 2005
Versant August 1997 - February 2003
Objectivity February 1995 - August 1997
Synon Incorporated May 1990 - February 1995
Skills
Hedge Funds, Investments, Asset Managment, Risk Management, Management Consulting, CRM, Portfolio Management, Financial Services, Management, Product Management, Mergers & Acquisitions, Business Analysis, Investment Banking, Sales Process, Asset Management, Equities
Education
University of Michigan 1973 — 1977
B.S., Biology, Business, Chemistry
University of Michigan 1973 — 1977
Bachelor of Science (B.S.)
IBM July 2015 - Present
IBM September 2012 - Present
Wiseman Engine Group L.L.C. January 2008 - Present
QED Financial Systems, Inc. January 2010 - September 2012
Houlihan Smith & Company, Inc. June 2009 - January 2010
Quantitative Alpha LLC December 2005 - September 2009
UBS Global Asset Management September 2002 - December 2005
Versant August 1997 - February 2003
Objectivity February 1995 - August 1997
Synon Incorporated May 1990 - February 1995
Skills
Hedge Funds, Investments, Asset Managment, Risk Management, Management Consulting, CRM, Portfolio Management, Financial Services, Management, Product Management, Mergers & Acquisitions, Business Analysis, Investment Banking, Sales Process, Asset Management, Equities
Education
University of Michigan 1973 — 1977
B.S., Biology, Business, Chemistry
University of Michigan 1973 — 1977
Bachelor of Science (B.S.)
Jonathan Weinberg Jonathan Weinberg's Houlihan Smith & Company, Inc. Experience June 2006 - January 2008
Job Senior Vice President at Mesirow Financial Consulting
Industry Investment Banking
Experience
Mesirow Financial Consulting January 2008 - Present
Houlihan Smith & Company, Inc. June 2006 - January 2008
Ambition Capital June 2005 - June 2006
Friedman, Billings, Ramsey & Company, Inc. May 2001 - June 2005
Skills
Private Equity, Interim Management, Restructuring, Investment Banking, Financial Modeling, Mergers, Valuation, Capital Raises, Capital Markets, Equities, Debt, Corporate Credit, Due Diligence, Mergers & Acquisitions, Capital, Venture Capital, Loans, Finance, Debt Restructuring, Banking, Leveraged Finance, Securities, Business Valuation, Private Placements, Alternative Investments, M&A experience, Financial Structuring, Hedge Funds, LBO, Corporate Development
Education
The George Washington University - School of Business 2004 — 2006
MBA, Finance
Michigan State University 1997 — 2001
BA, International Relations/International Business
Tel Aviv University 2000 — 2000
International Business, Study Abroad
Mesirow Financial Consulting January 2008 - Present
Houlihan Smith & Company, Inc. June 2006 - January 2008
Ambition Capital June 2005 - June 2006
Friedman, Billings, Ramsey & Company, Inc. May 2001 - June 2005
Skills
Private Equity, Interim Management, Restructuring, Investment Banking, Financial Modeling, Mergers, Valuation, Capital Raises, Capital Markets, Equities, Debt, Corporate Credit, Due Diligence, Mergers & Acquisitions, Capital, Venture Capital, Loans, Finance, Debt Restructuring, Banking, Leveraged Finance, Securities, Business Valuation, Private Placements, Alternative Investments, M&A experience, Financial Structuring, Hedge Funds, LBO, Corporate Development
Education
The George Washington University - School of Business 2004 — 2006
MBA, Finance
Michigan State University 1997 — 2001
BA, International Relations/International Business
Tel Aviv University 2000 — 2000
International Business, Study Abroad
Alex Nagyivan Alex Nagyivan's Houlihan Smith & Company, Inc. Experience August 2009 - September 2010
Job Business Analytics Manager at CareerBuilder.com
Industry Internet
Experience
CareerBuilder.com October 2013 - Present
CareerBuilder.com October 2011 - September 2013
CareerBuilder.com December 2010 - October 2011
Houlihan Smith & Company, Inc. August 2009 - September 2010
Skills
Salesforce.com, Cold Calling, MS Excel Pivot Tables, Tableau, Management, Account Management, Customer Service, Leadership, Marketing, Sales, Lead Generation, CRM, Social Media, Social Media Marketing
Education
Illinois State University 2005 — 2009
Bachelor of Science, Finance, 3.30
CareerBuilder.com October 2013 - Present
CareerBuilder.com October 2011 - September 2013
CareerBuilder.com December 2010 - October 2011
Houlihan Smith & Company, Inc. August 2009 - September 2010
Skills
Salesforce.com, Cold Calling, MS Excel Pivot Tables, Tableau, Management, Account Management, Customer Service, Leadership, Marketing, Sales, Lead Generation, CRM, Social Media, Social Media Marketing
Education
Illinois State University 2005 — 2009
Bachelor of Science, Finance, 3.30
Reginald E. McGaugh Reginald E. McGaugh's Houlihan Smith & Company, Inc. Experience February 2008 - November 2010
Job Founder & CEO, Cornhusker Capital, LLC
Industry Investment Banking
Experience
Manning Beef, LLC August 2015 - Present
DRW Industrial Consulting Inc. April 2015 - Present
Octane Seating (www.theaterseatstore.com) March 2015 - Present
Madison Street Capital January 2008 - Present
Cornhusker Capital, LLC November 2010 - Present
ContainCare August 2011 - December 2012
Houlihan Smith & Company, Inc. February 2008 - November 2010
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Business Valuation, Restructuring, Capital Markets, Finance, Private Placements, Capital, Banking, Management, Private Equity
Education
Florida Agricultural and Mechanical University 1992 — 1994
MBA, Finance
University of Nebraska-Lincoln 1987 — 1990
B.S., Finance
Creighton Prep 1982 — 1986
Manning Beef, LLC August 2015 - Present
DRW Industrial Consulting Inc. April 2015 - Present
Octane Seating (www.theaterseatstore.com) March 2015 - Present
Madison Street Capital January 2008 - Present
Cornhusker Capital, LLC November 2010 - Present
ContainCare August 2011 - December 2012
Houlihan Smith & Company, Inc. February 2008 - November 2010
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Business Valuation, Restructuring, Capital Markets, Finance, Private Placements, Capital, Banking, Management, Private Equity
Education
Florida Agricultural and Mechanical University 1992 — 1994
MBA, Finance
University of Nebraska-Lincoln 1987 — 1990
B.S., Finance
Creighton Prep 1982 — 1986
Andrew Hintz Andrew Hintz's Houlihan Smith & Company, Inc. Experience January 2008 - November 2008
Job Applications Engineer at Mentor Graphics Corporation
Industry Computer Software
Experience
Mentor Graphics (formerly Flowmaster) November 2008 - Present
Houlihan Smith & Company, Inc. January 2008 - November 2008
Skills
Simulations, Heat Transfer, CFD, CAE, Fluid Dynamics, Thermal, Matlab, Fluid Mechanics, Optimization, Pro Engineer, Thermodynamics, Modeling, R&D, PTC Creo
Education
University of Illinois at Urbana-Champaign 2002 — 2005
B.S. Engineering Physics, English minor
College of Lake County 2000 — 2002
Chemical Engineering, Organic Chemistry
Mentor Graphics (formerly Flowmaster) November 2008 - Present
Houlihan Smith & Company, Inc. January 2008 - November 2008
Skills
Simulations, Heat Transfer, CFD, CAE, Fluid Dynamics, Thermal, Matlab, Fluid Mechanics, Optimization, Pro Engineer, Thermodynamics, Modeling, R&D, PTC Creo
Education
University of Illinois at Urbana-Champaign 2002 — 2005
B.S. Engineering Physics, English minor
College of Lake County 2000 — 2002
Chemical Engineering, Organic Chemistry
Brad Holinbeck, ASA Brad Holinbeck, ASA's Houlihan Smith & Company, Inc. Experience February 2006 - September 2006
Job Manager at KPMG
Industry Financial Services
Experience
KPMG November 2012 - Present
Ernst & Young March 2010 - November 2012
AccuVal Associates December 2006 - March 2010
Houlihan Smith & Company, Inc. February 2006 - September 2006
Horizon Bank March 2005 - February 2006
Sheldrick Mcgehee and Kohler December 2003 - March 2005
Skills
Valuation, Business Valuation, Financial Analysis, Financial Modeling, Due Diligence, M&A due diligence, Attention To Detail, ASA, ESOP, Options Pricing, Financial Markets, Oil&Gas, Power Generation, Power Distribution, CFA, Financial Reporting, Mergers & Acquisitions, Private Equity, Corporate Finance, Investments, Finance, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
Masters, Finance
University of Wisconsin-Oshkosh 1996 — 2000
BA, Economics
KPMG November 2012 - Present
Ernst & Young March 2010 - November 2012
AccuVal Associates December 2006 - March 2010
Houlihan Smith & Company, Inc. February 2006 - September 2006
Horizon Bank March 2005 - February 2006
Sheldrick Mcgehee and Kohler December 2003 - March 2005
Skills
Valuation, Business Valuation, Financial Analysis, Financial Modeling, Due Diligence, M&A due diligence, Attention To Detail, ASA, ESOP, Options Pricing, Financial Markets, Oil&Gas, Power Generation, Power Distribution, CFA, Financial Reporting, Mergers & Acquisitions, Private Equity, Corporate Finance, Investments, Finance, Accounting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2003
Masters, Finance
University of Wisconsin-Oshkosh 1996 — 2000
BA, Economics
Aaron Cox Aaron Cox's Houlihan Smith & Company, Inc. Experience January 2010 - July 2010
Job Business Development
Industry Venture Capital & Private Equity
Experience
ACG Chicago June 2015 - Present
eqe Partners June 2014 - June 2015
Equinox April 2013 - September 2014
onShore Networks, Inc. April 2011 - June 2014
i.c.idols July 2009 - September 2013
Chicagoland Chamber of Commerce September 2010 - April 2011
Houlihan Smith & Company, Inc. January 2010 - July 2010
Houlihan Smith & Company, Inc. March 2009 - January 2010
i.c.stars* November 2008 - January 2009
i.c.stars* September 2008 - October 2008
Skills
Business Development, Social Media, Strategic Planning, Project Management, Sales, Marketing, Team Building, Business Strategy, Marketing Strategy, Start-ups, Sales Management, Entrepreneurship, Management, Leadership Development, Program Management, Training, Social Networking, E-commerce, CRM, Social Media Marketing, Public Speaking, Change Management, Customer Service, Strategy, New Business Development, Team Leadership, Cloud Computing, Business Planning, Lead Generation, Process Improvement, Market Research, Networking, Wellness, Fitness Training, Selling, Mobile Devices, Salesforce.com, Leadership, Human Resources, Analytics, Account Management, Strategic Partnerships, Business Analysis, Consulting, Management Consulting, Online Marketing, Coaching, Recruiting, Cross-functional Team..., Vendor Management
Education
Northwestern University
BPhil, Leadership and Organizational Behavior, Economics
Mount Carmel High School 2002 — 2006
ACG Chicago June 2015 - Present
eqe Partners June 2014 - June 2015
Equinox April 2013 - September 2014
onShore Networks, Inc. April 2011 - June 2014
i.c.idols July 2009 - September 2013
Chicagoland Chamber of Commerce September 2010 - April 2011
Houlihan Smith & Company, Inc. January 2010 - July 2010
Houlihan Smith & Company, Inc. March 2009 - January 2010
i.c.stars* November 2008 - January 2009
i.c.stars* September 2008 - October 2008
Skills
Business Development, Social Media, Strategic Planning, Project Management, Sales, Marketing, Team Building, Business Strategy, Marketing Strategy, Start-ups, Sales Management, Entrepreneurship, Management, Leadership Development, Program Management, Training, Social Networking, E-commerce, CRM, Social Media Marketing, Public Speaking, Change Management, Customer Service, Strategy, New Business Development, Team Leadership, Cloud Computing, Business Planning, Lead Generation, Process Improvement, Market Research, Networking, Wellness, Fitness Training, Selling, Mobile Devices, Salesforce.com, Leadership, Human Resources, Analytics, Account Management, Strategic Partnerships, Business Analysis, Consulting, Management Consulting, Online Marketing, Coaching, Recruiting, Cross-functional Team..., Vendor Management
Education
Northwestern University
BPhil, Leadership and Organizational Behavior, Economics
Mount Carmel High School 2002 — 2006
Frank Valle, CFA, CAIA Frank Valle, CFA, CAIA's Houlihan Smith & Company, Inc. Experience January 2008 - March 2008
Job Fixed Income Research at Hewitt EnnisKnupp and MBA Candidate at the University of Chicago Booth School of Business
Industry Investment Management
Experience
Aon Hewitt Investment Consulting, Inc. December 2012 - Present
Aon Hewitt Investment Consulting, Inc. March 2012 - December 2012
Aon Hewitt Investment Consulting, Inc. September 2010 - March 2012
Ennis Knupp & Associates August 2010 - August 2010
LaSalle Futures Group March 2009 - June 2010
Houlihan Smith & Company, Inc. January 2008 - March 2008
LaSalle Futures Group June 2007 - January 2008
Skills
Investments, Alternative Investments, Fixed Income, Derivatives, Asset Management, Portfolio Management, Asset Allocation, Bloomberg Terminal, Capital Markets, Financial Statement..., Microsoft Excel, Finance, Access, Economics, Trading, Corporate Finance, Eviews, Matlab, FactSet, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Econometrics and Statistics
DePaul University 2009 — 2010
NA, Accounting
Western Illinois University 2002 — 2006
Bachalor's of Business, Finance
Aon Hewitt Investment Consulting, Inc. December 2012 - Present
Aon Hewitt Investment Consulting, Inc. March 2012 - December 2012
Aon Hewitt Investment Consulting, Inc. September 2010 - March 2012
Ennis Knupp & Associates August 2010 - August 2010
LaSalle Futures Group March 2009 - June 2010
Houlihan Smith & Company, Inc. January 2008 - March 2008
LaSalle Futures Group June 2007 - January 2008
Skills
Investments, Alternative Investments, Fixed Income, Derivatives, Asset Management, Portfolio Management, Asset Allocation, Bloomberg Terminal, Capital Markets, Financial Statement..., Microsoft Excel, Finance, Access, Economics, Trading, Corporate Finance, Eviews, Matlab, FactSet, Equities, Investment Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (MBA), Analytic Finance, Economics, and Econometrics and Statistics
DePaul University 2009 — 2010
NA, Accounting
Western Illinois University 2002 — 2006
Bachalor's of Business, Finance
Joel Klemmer's Houlihan Smith & Company, Inc. Experience April 2008 - June 2008
Job President at Illuminated Studioworks
Industry Marketing and Advertising
Experience
Illuminated Studioworks November 2014 - Present
Professional Movers, Inc. March 2014 - April 2015
Avenir Publishing, Inc. August 2013 - March 2014
Professional Movers, Inc. March 2013 - August 2013
Klemmer Pilot Services, Inc. August 2012 - February 2013
Career Education Corporation September 2010 - April 2012
CareerBuilder.com June 2008 - December 2008
Houlihan Smith & Company, Inc. April 2008 - June 2008
Skills
Sales, Lead Generation, Cold Calling, Account Management, Strategic Planning, Sales Process, New Business Development, Marketing, Online Advertising, Sales Presentations, Entrepreneurship, Sales Management, Operations Management, Business Analysis, Leadership, Time Management, Management, Recruiting, Forecasting, Training, Customer Service, Business Development, CRM, Strategy, Consulting, B2B, Budgets, Negotiation, Hiring, Business Planning, Marketing Strategy, Coaching
Education
Colorado Technical University
Bachelors of Science, Business Administration: Finance
DeVry University
Bachelors of Science, Business Administration: Sales & Marketing
Illuminated Studioworks November 2014 - Present
Professional Movers, Inc. March 2014 - April 2015
Avenir Publishing, Inc. August 2013 - March 2014
Professional Movers, Inc. March 2013 - August 2013
Klemmer Pilot Services, Inc. August 2012 - February 2013
Career Education Corporation September 2010 - April 2012
CareerBuilder.com June 2008 - December 2008
Houlihan Smith & Company, Inc. April 2008 - June 2008
Skills
Sales, Lead Generation, Cold Calling, Account Management, Strategic Planning, Sales Process, New Business Development, Marketing, Online Advertising, Sales Presentations, Entrepreneurship, Sales Management, Operations Management, Business Analysis, Leadership, Time Management, Management, Recruiting, Forecasting, Training, Customer Service, Business Development, CRM, Strategy, Consulting, B2B, Budgets, Negotiation, Hiring, Business Planning, Marketing Strategy, Coaching
Education
Colorado Technical University
Bachelors of Science, Business Administration: Finance
DeVry University
Bachelors of Science, Business Administration: Sales & Marketing
Devin Chasanoff's Houlihan Smith & Company, Inc. Experience December 2008 - December 2008
Job Associate at TM Capital
Industry Investment Banking
Experience
TM Capital December 2012 - Present
TM Capital August 2010 - December 2012
The New 2 Do.Com LLC July 2009 - April 2010
Houlihan Smith & Company, Inc. December 2008 - December 2008
Maxim Group June 2008 - August 2008
TradingScreen June 2007 - August 2007
TradingScreen June 2006 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, PowerPoint, Mergers, Excel, Data Analysis, Finance, Mergers & Acquisitions, Corporate Finance, Investments, Business Strategy, Management, Start-ups, Strategy, Venture Capital, LBO, Business Valuation, Private Equity, Corporate Development, Management Consulting, Microsoft Excel
Education
University of Michigan 2005 — 2009
BBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance and Accounting
TM Capital December 2012 - Present
TM Capital August 2010 - December 2012
The New 2 Do.Com LLC July 2009 - April 2010
Houlihan Smith & Company, Inc. December 2008 - December 2008
Maxim Group June 2008 - August 2008
TradingScreen June 2007 - August 2007
TradingScreen June 2006 - August 2006
Skills
Investment Banking, Financial Modeling, Valuation, PowerPoint, Mergers, Excel, Data Analysis, Finance, Mergers & Acquisitions, Corporate Finance, Investments, Business Strategy, Management, Start-ups, Strategy, Venture Capital, LBO, Business Valuation, Private Equity, Corporate Development, Management Consulting, Microsoft Excel
Education
University of Michigan 2005 — 2009
BBA, Finance & Accounting
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance and Accounting
Kevin Piccolo, ASA's Houlihan Smith & Company, Inc. Experience April 2002 - September 2007
Job Operations Manager, Research Division
Industry Financial Services
Experience
Morningstar April 2014 - Present
Morningstar June 2013 - April 2014
Morningstar April 2010 - June 2013
Stout Risius Ross April 2008 - November 2009
Houlihan Smith & Company, Inc. April 2002 - September 2007
CNA Financial Corporation October 1999 - December 2001
Skills
Business Valuation, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Morningstar Direct, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science (BS), Finance, Accounting, and Computer Information Systems
Indiana University Bloomington 1994 — 1999
Morningstar April 2014 - Present
Morningstar June 2013 - April 2014
Morningstar April 2010 - June 2013
Stout Risius Ross April 2008 - November 2009
Houlihan Smith & Company, Inc. April 2002 - September 2007
CNA Financial Corporation October 1999 - December 2001
Skills
Business Valuation, Corporate Finance, Financial Analysis, Strategy, Valuation, Mergers, Morningstar Direct, Mergers & Acquisitions
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor of Science (BS), Finance, Accounting, and Computer Information Systems
Indiana University Bloomington 1994 — 1999
Dana Hetsrony's Houlihan Smith & Company, Inc. Experience August 2008 - February 2010
Job Finance at Indeed.com
Industry Investment Banking
Experience
Indeed.com July 2014 - Present
Sandler O'Neill March 2010 - February 2014
Houlihan Smith & Company, Inc. August 2008 - February 2010
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Institutions, IPO, Corporate Development, Strategic Planning, Mergers & Acquisitions, Product Management, Team Leadership, Employee Training, Social Media, Microsoft Office, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Indeed.com July 2014 - Present
Sandler O'Neill March 2010 - February 2014
Houlihan Smith & Company, Inc. August 2008 - February 2010
Skills
Investment Banking, Valuation, Financial Modeling, Mergers, Financial Institutions, IPO, Corporate Development, Strategic Planning, Mergers & Acquisitions, Product Management, Team Leadership, Employee Training, Social Media, Microsoft Office, Finance, Due Diligence
Education
Indiana University - Kelley School of Business 2004 — 2008
BS, Finance
Hitesh Patel's Houlihan Smith & Company, Inc. Experience August 2007 - August 2010
Job Manager Front Office Investment Banking Recruitment @ Page Executive / Michael Page
Industry Staffing and Recruiting
Experience
Page Executive January 2015 - Present
Michael Page November 2014 - Present
Michael Page October 2013 - November 2014
Michael Page May 2012 - October 2013
Michael Page November 2010 - May 2012
Houlihan Smith & Company, Inc. August 2007 - August 2010
Houlihan Smith & Company, Inc. April 2004 - July 2007
Unitech Systems, Inc December 2003 - April 2004
Skills
Front Office Markets..., Talent Acquisition, Screening Resumes, Permanent Placement, Staffing Services, Passive Candidate..., Candidate Marketing, Qualifying Candidates, Full-life Cycle..., Building Strong..., Extending Offers, Professional Placement, Direct Placement, Temp to Perm, Talent Mining, Talent Intelligence, Global Talent..., Executive Staffing, Retained Search, Headhunt, Management, Valuation, Investment Banking, Portfolio Management, Business Development, Mergers & Acquisitions, Strategy, Recruiting, Financial Services, Financial Markets, Finance, Restructuring, Benefits Negotiation, Financial Modeling, Consulting, Technical Recruiting, Mergers, Real Estate, Internet Recruiting, Leadership, Corporate Development, Industrial Sector, Retail, Capital Markets, Hedge Funds, Corporate Finance, Candidate Generation, Executive Search, Sourcing, Private Equity
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Dual Major: Finance / Information & Decision Sciences (MIS / Statistics / Operations Mgmt), 4.3 / 5.0
New Trier High School, Winnetka, IL 1995 — 1999
Page Executive January 2015 - Present
Michael Page November 2014 - Present
Michael Page October 2013 - November 2014
Michael Page May 2012 - October 2013
Michael Page November 2010 - May 2012
Houlihan Smith & Company, Inc. August 2007 - August 2010
Houlihan Smith & Company, Inc. April 2004 - July 2007
Unitech Systems, Inc December 2003 - April 2004
Skills
Front Office Markets..., Talent Acquisition, Screening Resumes, Permanent Placement, Staffing Services, Passive Candidate..., Candidate Marketing, Qualifying Candidates, Full-life Cycle..., Building Strong..., Extending Offers, Professional Placement, Direct Placement, Temp to Perm, Talent Mining, Talent Intelligence, Global Talent..., Executive Staffing, Retained Search, Headhunt, Management, Valuation, Investment Banking, Portfolio Management, Business Development, Mergers & Acquisitions, Strategy, Recruiting, Financial Services, Financial Markets, Finance, Restructuring, Benefits Negotiation, Financial Modeling, Consulting, Technical Recruiting, Mergers, Real Estate, Internet Recruiting, Leadership, Corporate Development, Industrial Sector, Retail, Capital Markets, Hedge Funds, Corporate Finance, Candidate Generation, Executive Search, Sourcing, Private Equity
Education
University of Illinois at Chicago 1999 — 2003
Bachelor of Science, Dual Major: Finance / Information & Decision Sciences (MIS / Statistics / Operations Mgmt), 4.3 / 5.0
New Trier High School, Winnetka, IL 1995 — 1999
Karl D'Cunha, CPA,CA Karl D'Cunha, CPA,CA's Houlihan Smith & Company, Inc. Experience November 2006 - August 2010
Job Senior Managing Director at Madison Street Capital
Industry Investment Banking
Experience
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
New York Institute of Finance October 2014 - Present
Madison Street Capital November 2010 - Present
Madison Street Capital November 2010 - Present
Houlihan Capital September 2010 - November 2010
Houlihan Smith & Company, Inc. November 2006 - August 2010
INTUIT 2005 - 2007
Ernst & Young November 2004 - December 2005
PricewaterhouseCoopers 1997 - 2004
Skills
Private Equity, Valuation, Hedge Funds, Investment Banking, Mergers & Acquisitions, Capital Markets, Financial Reporting, Capital, Finance, M&A experience, Trading, Fixed Income, Venture Capital, Investments, Financial Services, Restructuring, Securities, Fairness Opinions, Enterprise Valuation, Fair Value, Capital Raises, Solvency II, Intellectual Property..., Growth Capital, Portfolio Management, Asset Management, Cross-border..., ESOP, Fairness, Auction Rate Securities, TECHNOLOGY, Structured Finance, Secondary Market, Secondary Offerings, Secondaries, Auctions, Small Business Lending, Investment Management, Emerging Markets, Distressed Debt, Debt & Equity Financing, Business Valuation, Capital Raising, FinTech, Emerging Technologies, Big 4, Leadership, Team Leadership, Practice Management
Education
McGill University 1995 — 1997
MA
Western University 1992 — 1995
BA
Luke Krombach Luke Krombach's Houlihan Smith & Company, Inc. Experience March 2010 - August 2010
Job Product Management at The Chamberlain Group, Inc.
Industry Consumer Goods
Experience
The Chamberlain Group, Inc. October 2013 - Present
The Chamberlain Group, Inc. February 2013 - September 2013
The Chamberlain Group, Inc. February 2012 - February 2013
The Chamberlain Group, Inc. November 2010 - March 2012
Houlihan Smith & Company, Inc. March 2010 - August 2010
DeVos Graduate School January 2009 - December 2009
Richard DeVos Graduate School of Management September 2008 - December 2009
Skills
Research Project..., Market Research, Forecasting, PowerPoint, Excel, Problem Solving, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Consumer Insights, Market Insights, Customer Insight, Microsoft Excel, Project Management, Supply Chain, Cross-functional Team..., Change Management, Sales Operations, SAP, Analysis, Process Improvement, Competitive Analysis, Marketing, Sales, Leadership, Product Development, Management, Inventory Management, Account Management, Pricing, Team Leadership, Purchasing, Business Insights
Education
Northwood University - Richard DeVos Graduate School of Management 2008 — 2010
Masters of Business Administration, Business Administration
Northwood University 2004 — 2008
BBA, Automotive Marketing
The Chamberlain Group, Inc. October 2013 - Present
The Chamberlain Group, Inc. February 2013 - September 2013
The Chamberlain Group, Inc. February 2012 - February 2013
The Chamberlain Group, Inc. November 2010 - March 2012
Houlihan Smith & Company, Inc. March 2010 - August 2010
DeVos Graduate School January 2009 - December 2009
Richard DeVos Graduate School of Management September 2008 - December 2009
Skills
Research Project..., Market Research, Forecasting, PowerPoint, Excel, Problem Solving, Project Planning, Project Implementation, Project Coordination, Project Finance, Project Execution, Consumer Insights, Market Insights, Customer Insight, Microsoft Excel, Project Management, Supply Chain, Cross-functional Team..., Change Management, Sales Operations, SAP, Analysis, Process Improvement, Competitive Analysis, Marketing, Sales, Leadership, Product Development, Management, Inventory Management, Account Management, Pricing, Team Leadership, Purchasing, Business Insights
Education
Northwood University - Richard DeVos Graduate School of Management 2008 — 2010
Masters of Business Administration, Business Administration
Northwood University 2004 — 2008
BBA, Automotive Marketing
Meghan Vaughan Meghan Vaughan's Houlihan Smith & Company, Inc. Experience August 2008 - June 2010
Job Speech Language Pathology Clinical Fellow
Industry Hospital & Health Care
Experience
City Kids, Inc March 2015 - June 2015
Chicago Public Schools January 2015 - March 2015
Holy Cross Hospital September 2014 - December 2014
Rush University Medical Center, Johnston R Bowman Health Center June 2014 - August 2014
Forest Park School April 2014 - June 2014
Rush Day School January 2014 - March 2014
Horizon Academy August 2012 - March 2013
Jones Lang LaSalle June 2010 - June 2012
Houlihan Smith & Company, Inc. August 2008 - June 2010
Kansas City Wizards May 2007 - August 2007
Skills
Language Development, Language Disorders, Articulation, Rehabilitation, Speech Therapy, Dysphagia, Learning Disabilities, Interprofessional skills, Electronic medical..., Epic Systems, Microsoft Office
Education
Rush University 2013 — 2015
Master of Science (M.S.), Speech-Language Pathology/Pathologist
The University of Kansas 2012 — 2013
Concentrated Prerequisite Track, Speech-Language Pathology/Pathologist
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
City Kids, Inc March 2015 - June 2015
Chicago Public Schools January 2015 - March 2015
Holy Cross Hospital September 2014 - December 2014
Rush University Medical Center, Johnston R Bowman Health Center June 2014 - August 2014
Forest Park School April 2014 - June 2014
Rush Day School January 2014 - March 2014
Horizon Academy August 2012 - March 2013
Jones Lang LaSalle June 2010 - June 2012
Houlihan Smith & Company, Inc. August 2008 - June 2010
Kansas City Wizards May 2007 - August 2007
Skills
Language Development, Language Disorders, Articulation, Rehabilitation, Speech Therapy, Dysphagia, Learning Disabilities, Interprofessional skills, Electronic medical..., Epic Systems, Microsoft Office
Education
Rush University 2013 — 2015
Master of Science (M.S.), Speech-Language Pathology/Pathologist
The University of Kansas 2012 — 2013
Concentrated Prerequisite Track, Speech-Language Pathology/Pathologist
Elon University - Martha and Spencer Love School of Business 2004 — 2008
Business Administration, Finance
Miguel Granados Jr.'s Houlihan Smith & Company, Inc. Experience November 2009 - April 2010
Job Manager, Distribution Specialist, and Soccer League Coordinator
Industry Retail
Experience
Forever 21 August 2009 - Present
Houlihan Smith & Company, Inc. November 2009 - April 2010
Index Environmental Human September 2008 - December 2008
O'Management March 2008 - September 2008
Skills
Marketing, PowerPoint, Leadership
Education
Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
Forever 21 August 2009 - Present
Houlihan Smith & Company, Inc. November 2009 - April 2010
Index Environmental Human September 2008 - December 2008
O'Management March 2008 - September 2008
Skills
Marketing, PowerPoint, Leadership
Education
Dominican University 2006 — 2010
Bachelor of Arts (B.A.), Business Administration and Management, General
James Thompson MBA James Thompson MBA's Houlihan Smith & Company, Inc. Experience 2007 - 2010
Job Finance Manager at ATI Physical Therapy
Industry Banking
Experience
ATI Physical Therapy 2015 - Present
Redbox 2012 - 2015
PNC Mortgage 2010 - 2012
Houlihan Smith & Company, Inc. 2007 - 2010
Fremont Investment and Loan 2004 - 2007
Skills
Finance, Financial Analysis, Mortgage Lending, Sales, Financial Modeling, Corporate Finance, Banking, Valuation, Due Diligence, Risk Management, Mergers, Business Strategy, Accretion/dilution, Investments, Credit, Credit Analysis, Forecasting, Loans, Management, Mergers & Acquisitions
Education
Benedictine University 2013 — 2015
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1997 — 2001
BA, Finance and Accounting
College of DuPage
Downers Grove South
ATI Physical Therapy 2015 - Present
Redbox 2012 - 2015
PNC Mortgage 2010 - 2012
Houlihan Smith & Company, Inc. 2007 - 2010
Fremont Investment and Loan 2004 - 2007
Skills
Finance, Financial Analysis, Mortgage Lending, Sales, Financial Modeling, Corporate Finance, Banking, Valuation, Due Diligence, Risk Management, Mergers, Business Strategy, Accretion/dilution, Investments, Credit, Credit Analysis, Forecasting, Loans, Management, Mergers & Acquisitions
Education
Benedictine University 2013 — 2015
Master of Business Administration (MBA)
Southern Illinois University, Carbondale 1997 — 2001
BA, Finance and Accounting
College of DuPage
Downers Grove South
Tom Powers's Houlihan Smith & Company, Inc. Experience November 2008 - November 2010
Job Senior Client Success Manager at Meltwater
Industry Computer Software
Experience
Meltwater October 2014 - Present
Meltwater Group May 2013 - October 2014
Meltwater Group July 2012 - May 2013
Meltwater Group October 2011 - July 2012
Michael Page International, USA & Canada November 2010 - July 2011
Houlihan Smith & Company, Inc. November 2008 - November 2010
cars.com October 2006 - May 2008
CDW March 2005 - October 2006
Skills
Cold Calling, Hiring, Interviewing, Account Management, Customer Relations, New Business Development, Customer Service, Negotiation, Fundraising, Salesforce.com, Contract Negotiation, Social Media
Education
Butler University 2000 — 2004
Bachelor of Arts (BA), History
East Grand Rapids High School 1997 — 2000
HS Diploma
Meltwater October 2014 - Present
Meltwater Group May 2013 - October 2014
Meltwater Group July 2012 - May 2013
Meltwater Group October 2011 - July 2012
Michael Page International, USA & Canada November 2010 - July 2011
Houlihan Smith & Company, Inc. November 2008 - November 2010
cars.com October 2006 - May 2008
CDW March 2005 - October 2006
Skills
Cold Calling, Hiring, Interviewing, Account Management, Customer Relations, New Business Development, Customer Service, Negotiation, Fundraising, Salesforce.com, Contract Negotiation, Social Media
Education
Butler University 2000 — 2004
Bachelor of Arts (BA), History
East Grand Rapids High School 1997 — 2000
HS Diploma
Gerardo del Real's Houlihan Smith & Company, Inc. Experience September 2008 - May 2009
Job CoFounder at Paloma Equity Partners
Industry Venture Capital & Private Equity
Experience
Paloma Equity Partners January 2015 - Present
HD Ventures December 2014 - Present
SilverStream Capital 2012 - 2014
Bank of America Merrill Lynch 2010 - 2012
Student Finance Association June 2009 - June 2010
Fortuna Advisors LLC October 2009 - April 2010
Bank of America June 2009 - August 2009
Houlihan Smith & Company, Inc. September 2008 - May 2009
PricewaterhouseCoopers June 2008 - August 2008
Merrill Lynch March 2008 - June 2008
Skills
Leveraged Finance, Loans, High Yield, LBO, Credit, Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Private Equity, Leadership, Corporate Finance, Due Diligence, Bonds
Education
DePaul University 2006 — 2010
Bachelor's, Finance
Quigley 2002 — 2006
Diploma
Paloma Equity Partners January 2015 - Present
HD Ventures December 2014 - Present
SilverStream Capital 2012 - 2014
Bank of America Merrill Lynch 2010 - 2012
Student Finance Association June 2009 - June 2010
Fortuna Advisors LLC October 2009 - April 2010
Bank of America June 2009 - August 2009
Houlihan Smith & Company, Inc. September 2008 - May 2009
PricewaterhouseCoopers June 2008 - August 2008
Merrill Lynch March 2008 - June 2008
Skills
Leveraged Finance, Loans, High Yield, LBO, Credit, Finance, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Private Equity, Leadership, Corporate Finance, Due Diligence, Bonds
Education
DePaul University 2006 — 2010
Bachelor's, Finance
Quigley 2002 — 2006
Diploma
Nelson Yates II's Houlihan Smith & Company, Inc. Experience November 2008 - July 2010
Job Associate, Transfer Pricing Controversy at Baker & McKenzie
Industry Law Practice
Experience
Baker & McKenzie May 2015 - Present
PwC July 2013 - May 2015
PwC July 2012 - June 2013
NDH Group, Ltd. December 2011 - July 2012
Synergy Legal Inc. August 2010 - December 2011
Houlihan Smith & Company, Inc. November 2008 - July 2010
CHARACTER January 2009 - February 2010
Loyola University Chicago August 2007 - December 2007
Various Mortgage Banking Positions June 2002 - June 2005
Skills
Tax Law, Mergers & Acquisitions, Hedge Funds, Transfer Pricing, Tax Research, Partnership Taxation, Asset Management, Property Tax, Due Diligence, Corporate Law, Tax Advisory, Mortgage Lending, Litigation, Management, New Business Development, Corporate Tax Planning, Asset Managment, Personal Income Tax..., Cross-border..., Corporate Tax, Legal Writing, Tax Compliance, Reorganizations, Foreign Tax Credit, CFCs, Lacerte, 1120S, 1040, International Tax, Value Chain...
Education
Northwestern University School of Law 2010 — 2012
LL.M. Tax, Tax Law, Graduate with Honors
Loyola University Chicago School of Law 2005 — 2008
J.D., Law
Ohio University 1998 — 2002
B.B.A., Finance
Eaton High School 1994 — 1998
Baker & McKenzie May 2015 - Present
PwC July 2013 - May 2015
PwC July 2012 - June 2013
NDH Group, Ltd. December 2011 - July 2012
Synergy Legal Inc. August 2010 - December 2011
Houlihan Smith & Company, Inc. November 2008 - July 2010
CHARACTER January 2009 - February 2010
Loyola University Chicago August 2007 - December 2007
Various Mortgage Banking Positions June 2002 - June 2005
Skills
Tax Law, Mergers & Acquisitions, Hedge Funds, Transfer Pricing, Tax Research, Partnership Taxation, Asset Management, Property Tax, Due Diligence, Corporate Law, Tax Advisory, Mortgage Lending, Litigation, Management, New Business Development, Corporate Tax Planning, Asset Managment, Personal Income Tax..., Cross-border..., Corporate Tax, Legal Writing, Tax Compliance, Reorganizations, Foreign Tax Credit, CFCs, Lacerte, 1120S, 1040, International Tax, Value Chain...
Education
Northwestern University School of Law 2010 — 2012
LL.M. Tax, Tax Law, Graduate with Honors
Loyola University Chicago School of Law 2005 — 2008
J.D., Law
Ohio University 1998 — 2002
B.B.A., Finance
Eaton High School 1994 — 1998
Bridget Brown's Houlihan Smith & Company, Inc. Experience 2007 - 2008
Job Co Founder at Second Wind Collective
Industry Marketing and Advertising
Experience
Second Wind Collective December 2014 - Present
Chicago Tribune Media Group July 2013 - Present
Chicago Tribune Media Group April 2013 - June 2013
Chicago Tribune Media Group October 2011 - March 2013
Chicago Tribune Media Group January 2011 - September 2011
Chicago Tribune Media Group October 2010 - December 2010
Chicago Tribune Media Group August 2010 - September 2010
Houlihan Smith & Company, Inc. 2007 - 2008
Indiana Daily Student February 2005 - May 2006
Skills
Contract Negotiation, Social Media, Public Speaking, Writing, Customer Relations, Advertising, Social Media Marketing, Marketing Strategy, Social Networking, Negotiation, Email Marketing, Online Marketing, Account Management, New Business Development, Problem Solving, SEO, Online Advertising, Advertising Sales, Digital Media, Lead Generation, Cold Calling, Newspapers, Mobile Marketing, Interactive Marketing, Mobile Advertising, CRM, Creative Writing, Sales Presentations, Brand Development, Trade Shows, PPC, Display Advertising, Sales, Marketing, Digital Marketing, Media Planning, Integrated Marketing, Digital Strategy, Media Buying, Marketing Communications, Direct Mail, Direct Marketing, New Media, Outdoor Advertising, Client Services, SEM
Education
University of Illinois at Chicago 2008 — 2010
B.A., Gender & Women's Studies, Sociology
Indiana University Bloomington 2004 — 2006
Lyons Township High School 2000 — 2004
Second Wind Collective December 2014 - Present
Chicago Tribune Media Group July 2013 - Present
Chicago Tribune Media Group April 2013 - June 2013
Chicago Tribune Media Group October 2011 - March 2013
Chicago Tribune Media Group January 2011 - September 2011
Chicago Tribune Media Group October 2010 - December 2010
Chicago Tribune Media Group August 2010 - September 2010
Houlihan Smith & Company, Inc. 2007 - 2008
Indiana Daily Student February 2005 - May 2006
Skills
Contract Negotiation, Social Media, Public Speaking, Writing, Customer Relations, Advertising, Social Media Marketing, Marketing Strategy, Social Networking, Negotiation, Email Marketing, Online Marketing, Account Management, New Business Development, Problem Solving, SEO, Online Advertising, Advertising Sales, Digital Media, Lead Generation, Cold Calling, Newspapers, Mobile Marketing, Interactive Marketing, Mobile Advertising, CRM, Creative Writing, Sales Presentations, Brand Development, Trade Shows, PPC, Display Advertising, Sales, Marketing, Digital Marketing, Media Planning, Integrated Marketing, Digital Strategy, Media Buying, Marketing Communications, Direct Mail, Direct Marketing, New Media, Outdoor Advertising, Client Services, SEM
Education
University of Illinois at Chicago 2008 — 2010
B.A., Gender & Women's Studies, Sociology
Indiana University Bloomington 2004 — 2006
Lyons Township High School 2000 — 2004
David J. Whitlach David J. Whitlach's Houlihan Smith & Company, Inc. Experience October 2009 - March 2010
Job Mortgage Loan Officer at Academy Mortgage Corporation
Industry Financial Services
Experience
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Academy Mortgage Corporation October 2014 - Present
Bank of America March 2014 - October 2014
Morgan Stanley August 2013 - March 2014
Ameriprise Financial September 2012 - May 2013
Dunn-Edwards Corporation September 2010 - July 2012
Gigmark Interactive Media February 2010 - June 2010
Houlihan Smith & Company, Inc. October 2009 - March 2010
Mortgage Consultant for 12 years. Residential & Commercial Finance March 1997 - February 2010
Enterprise Rent-A-Car 1995 - 1997
Skills
Finance, Management, Loans, Banking, Sales, Marketing, Due Diligence, Business Planning, Mortgage Lending, Strategic Financial..., Strategy, Online Marketing, Small Business, Financial Services, Team Building, Coaching, Sales Management, Investments, Financial Risk, Leadership, Retirement Planning, Retirement Benefits, Investment Advisory, Residential Mortgages, Refinance, Loan Origination
Education
Arizona State University 1991 — 1994
BS, Political Science
Dobson High School 1987 — 1990
Scholastic Diploma, Scholastic Diploma
Brent Wilson's Houlihan Smith & Company, Inc. Experience September 2009 - January 2010
Job Investment Analyst at Varde Partners
Industry Investment Management
Experience
Varde Partners August 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - June 2013
Houlihan Smith & Company, Inc. September 2009 - January 2010
JPMorgan Chase June 2009 - August 2009
KPMG January 2009 - April 2009
Shepard Schwartz & Harris LLP November 2007 - November 2008
Education
DePaul University 2006 — 2010
Bachelors, Finance & Accounting
Varde Partners August 2014 - Present
J.P. Morgan July 2013 - July 2014
J.P. Morgan June 2010 - June 2013
Houlihan Smith & Company, Inc. September 2009 - January 2010
JPMorgan Chase June 2009 - August 2009
KPMG January 2009 - April 2009
Shepard Schwartz & Harris LLP November 2007 - November 2008
Education
DePaul University 2006 — 2010
Bachelors, Finance & Accounting
Anthony Marsala Anthony Marsala's Houlihan Smith & Company, Inc. Experience September 2005 - 2010
Job Chief Operating Officer at Madison Street Capital
Industry Financial Services
Experience
Madison Street Capital 2005 - Present
Houlihan Smith & Company, Inc. September 2005 - 2010
Advisory & Intermediary Services, LLC May 2001 - 2005
Skills
Mergers, Investment Banking, Valuation, Due Diligence, Hedge Funds, Business Valuation, M&A experience, Financial Modeling, DCF, Corporate Finance, Capital, Capital Markets, Banking, Venture Capital, Private Equity, Strategy, Alternative Investments, Investments, Equities, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Project Finance, Management Consulting, Debt Restructuring, Divestitures, Corporate Development, Equity Valuation, Securities, Financial Structuring, Finance, Competitive Analysis, Asset Management, Analysis, Bloomberg, Portfolio Management, Restructuring, Leadership, Management, Trading, Equity Research, Fixed Income, Business Strategy, Financial Services, Emerging Markets, Series 7, IPO, Derivatives, Strategic Financial...
Education
University of Oxford - Said Business School
Loyola University of Chicago
Madison Street Capital 2005 - Present
Houlihan Smith & Company, Inc. September 2005 - 2010
Advisory & Intermediary Services, LLC May 2001 - 2005
Skills
Mergers, Investment Banking, Valuation, Due Diligence, Hedge Funds, Business Valuation, M&A experience, Financial Modeling, DCF, Corporate Finance, Capital, Capital Markets, Banking, Venture Capital, Private Equity, Strategy, Alternative Investments, Investments, Equities, Financial Analysis, Investor Relations, Mergers & Acquisitions, Start-ups, Project Finance, Management Consulting, Debt Restructuring, Divestitures, Corporate Development, Equity Valuation, Securities, Financial Structuring, Finance, Competitive Analysis, Asset Management, Analysis, Bloomberg, Portfolio Management, Restructuring, Leadership, Management, Trading, Equity Research, Fixed Income, Business Strategy, Financial Services, Emerging Markets, Series 7, IPO, Derivatives, Strategic Financial...
Education
University of Oxford - Said Business School
Loyola University of Chicago
Richard Drieberg Richard Drieberg's Houlihan Smith & Company, Inc. Experience 2007 - August 2010
Job Vice President Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Houlihan Smith & Company, Inc. 2007 - August 2010
PricewaterhouseCoopers August 2005 - August 2007
Bisys 2003 - 2004
Skills
Valuation, Financial Modeling, Mergers, Mergers & Acquisitions, Structured Finance, Corporate Finance, Leveraged Finance, Divestitures, Bloomberg, Portfolio Management, Private Equity
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch August 2010 - Present
Houlihan Smith & Company, Inc. 2007 - August 2010
PricewaterhouseCoopers August 2005 - August 2007
Bisys 2003 - 2004
Skills
Valuation, Financial Modeling, Mergers, Mergers & Acquisitions, Structured Finance, Corporate Finance, Leveraged Finance, Divestitures, Bloomberg, Portfolio Management, Private Equity
Education
The Ohio State University Fisher College of Business 2004 — 2005
MAcc, Master of Accounting
The Ohio State University - The Max M. Fisher College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Timothy Dietrich, EA's Houlihan Smith & Company, Inc. Experience January 2007 - August 2007
Job
Industry Financial Services
Experience
Sage Creek Accounting, Tax & Advisory June 2014 - Present
UBS AG October 2009 - June 2014
UBS AG September 2007 - October 2009
Houlihan Smith & Company, Inc. January 2007 - August 2007
NTT Data / The Revere Group January 2005 - January 2007
Diam International November 2001 - January 2005
KPE August 2001 - November 2002
WebMD September 1999 - August 2000
Prism Network May 1998 - September 1999
VectorVest, Inc 1997 - 1998
Skills
SQL, Microsoft Excel, Java, C#, R, Matlab, Trading Strategies, Time Series Analysis, Data Mining, Artificial Neural..., Data Modeling, Strategic Negotiations, Financial & Operational..., Business Case Modelling, Equity Research Analysis, Valuation Modeling, Banking Products, Banking, Strategy, Process Improvement, Fixed Income, Software Development, Trading Systems, Financial Modeling, Equities, Derivatives, Finance, Bloomberg, Capital Markets, Investment Banking, Start-ups
Education
DePaul University 2012 — 2017
Doctor of Philosophy (PhD), Computer Science (Artificial Intelligence, Neural Networks, Multi-Layered Optimization)
Northwestern University 2006 — 2011
BS, Economics & Psychology
Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance
Manhattan College 2001 — 2003
MS, Computer Engineering
State University of New York College at Geneseo 1993 — 1997
BA, Physics, Minor, Math
Canisius High School 1989 — 1993
Sage Creek Accounting, Tax & Advisory June 2014 - Present
UBS AG October 2009 - June 2014
UBS AG September 2007 - October 2009
Houlihan Smith & Company, Inc. January 2007 - August 2007
NTT Data / The Revere Group January 2005 - January 2007
Diam International November 2001 - January 2005
KPE August 2001 - November 2002
WebMD September 1999 - August 2000
Prism Network May 1998 - September 1999
VectorVest, Inc 1997 - 1998
Skills
SQL, Microsoft Excel, Java, C#, R, Matlab, Trading Strategies, Time Series Analysis, Data Mining, Artificial Neural..., Data Modeling, Strategic Negotiations, Financial & Operational..., Business Case Modelling, Equity Research Analysis, Valuation Modeling, Banking Products, Banking, Strategy, Process Improvement, Fixed Income, Software Development, Trading Systems, Financial Modeling, Equities, Derivatives, Finance, Bloomberg, Capital Markets, Investment Banking, Start-ups
Education
DePaul University 2012 — 2017
Doctor of Philosophy (PhD), Computer Science (Artificial Intelligence, Neural Networks, Multi-Layered Optimization)
Northwestern University 2006 — 2011
BS, Economics & Psychology
Columbia Business School 2003 — 2005
MBA, Finance
London Business School 2003 — 2005
MBA, Finance
Manhattan College 2001 — 2003
MS, Computer Engineering
State University of New York College at Geneseo 1993 — 1997
BA, Physics, Minor, Math
Canisius High School 1989 — 1993
Brad Vamos, MBA's Houlihan Smith & Company, Inc. Experience January 2008 - December 2009
Job Operations Analyst at Deutsche Bank
Industry Banking
Experience
Deutsche Bank October 2014 - Present
MassMutual Financial Group January 2012 - December 2013
Harris Bank January 2010 - December 2010
Houlihan Smith & Company, Inc. January 2008 - December 2009
Citi October 2006 - January 2007
H&R Block May 2004 - August 2006
Morgan Stanley June 2001 - May 2003
Merrill Lynch June 2000 - September 2000
Skills
Mergers & Acquisitions, Investments, Budgets, Financial Modeling, Mergers, Risk Management, Compliance, Team Building, Project Portfolio..., Financial Risk, Project Management, Accounting, Bookkeeping, Financial Analysis, Investment Banking, Risk, Strategic Leadership, Budget Management, Professional Services..., Operations Management, Policy Writing, Database Management, Financial Counseling, Capital Budgeting, Client Relations, Program Mangement, Management, Training, Accounts Payable, Accounts Receivable, Analysis, Finance, Financial Accounting
Education
Loyola University of Chicago 2006 — 2007
MBA
Wayne State University 2005 — 2006
MBA
Kalamazoo College 1997 — 2001
BA
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.)
Detroit Catholic Central High School 1993 — 1997
Diploma
Deutsche Bank October 2014 - Present
MassMutual Financial Group January 2012 - December 2013
Harris Bank January 2010 - December 2010
Houlihan Smith & Company, Inc. January 2008 - December 2009
Citi October 2006 - January 2007
H&R Block May 2004 - August 2006
Morgan Stanley June 2001 - May 2003
Merrill Lynch June 2000 - September 2000
Skills
Mergers & Acquisitions, Investments, Budgets, Financial Modeling, Mergers, Risk Management, Compliance, Team Building, Project Portfolio..., Financial Risk, Project Management, Accounting, Bookkeeping, Financial Analysis, Investment Banking, Risk, Strategic Leadership, Budget Management, Professional Services..., Operations Management, Policy Writing, Database Management, Financial Counseling, Capital Budgeting, Client Relations, Program Mangement, Management, Training, Accounts Payable, Accounts Receivable, Analysis, Finance, Financial Accounting
Education
Loyola University of Chicago 2006 — 2007
MBA
Wayne State University 2005 — 2006
MBA
Kalamazoo College 1997 — 2001
BA
Michigan State University 1998 — 2000
Bachelor of Arts (B.A.)
Detroit Catholic Central High School 1993 — 1997
Diploma
Mary Kate Cressy's Houlihan Smith & Company, Inc. Experience 2007 - Present
Job Houlihan Smith & Company
Industry Investment Banking
Experience
Houlihan Smith & Company, Inc. 2007 - Present
Crowe Capital Markets 2005 - 2007
Education
University of Dayton 1999 — 2004
Houlihan Smith & Company, Inc. 2007 - Present
Crowe Capital Markets 2005 - 2007
Education
University of Dayton 1999 — 2004
Mecoas Ware's Houlihan Smith & Company, Inc. Experience November 2007 - February 2008
Job Microsoft Licensing Specialist at CDW
Industry Marketing and Advertising
Experience
CDW March 2012 - Present
CDW February 2008 - March 2012
Houlihan Smith & Company, Inc. November 2007 - February 2008
DDB June 2005 - August 2005
Skills
New Business Development, Account Management, Sales, Management, VMware, SQL, Security, Marketing Research, Media Planning, Strategic Partnerships, Outlook, Storage, Solution Selling, Salesforce.com, Cloud Computing, Sales Operations, Enterprise Software
Education
DePauw University 2002 — 2006
Communication, Economics, Sociology
CDW March 2012 - Present
CDW February 2008 - March 2012
Houlihan Smith & Company, Inc. November 2007 - February 2008
DDB June 2005 - August 2005
Skills
New Business Development, Account Management, Sales, Management, VMware, SQL, Security, Marketing Research, Media Planning, Strategic Partnerships, Outlook, Storage, Solution Selling, Salesforce.com, Cloud Computing, Sales Operations, Enterprise Software
Education
DePauw University 2002 — 2006
Communication, Economics, Sociology
Jeremy Morgenstern's Houlihan Smith & Company, Inc. Experience January 2007 - December 2007
Job Associate Director of Business Development at Prospect Resources
Industry Marketing and Advertising
Experience
Prospect Resources September 2008 - Present
Advanced Objects, Inc. February 2008 - August 2008
Houlihan Smith & Company, Inc. January 2007 - December 2007
IFC Credit Corporation 2004 - 2006
Skills
Competitive Analysis, Database Marketing, Analytics, Strategic Planning, Account Management, Marketing Strategy, Lead Generation, Energy Management, Business Development, Due Diligence, Customer Service, Contract Negotiation, Market Research, Direct Marketing, RFP, Leadership, New Business Development, Marketing, Electricity Markets, Contract Management, Digital Marketing, Natural Gas, Cross-functional Team..., Energy
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Marketing
Prospect Resources September 2008 - Present
Advanced Objects, Inc. February 2008 - August 2008
Houlihan Smith & Company, Inc. January 2007 - December 2007
IFC Credit Corporation 2004 - 2006
Skills
Competitive Analysis, Database Marketing, Analytics, Strategic Planning, Account Management, Marketing Strategy, Lead Generation, Energy Management, Business Development, Due Diligence, Customer Service, Contract Negotiation, Market Research, Direct Marketing, RFP, Leadership, New Business Development, Marketing, Electricity Markets, Contract Management, Digital Marketing, Natural Gas, Cross-functional Team..., Energy
Education
University of Illinois at Urbana-Champaign 1995 — 1999
B.S., Marketing
Jessica Roberts's Houlihan Smith & Company, Inc. Experience 2007 - July 2009
Job Sales at CoStar Group
Industry Marketing and Advertising
Experience
CoStar Group March 2013 - Present
RREI January 2011 - December 2012
Rewards Network February 2010 - November 2010
Houlihan Smith & Company, Inc. 2007 - July 2009
Lehman Brothers 2007 - 2007
Accredited Home Lenders 2006 - 2006
Skills
Financial Modeling, Mergers, Valuation, New Business Development, Business Strategy, Negotiation, Marketing Strategy, Email Marketing, Credit Analysis, Territory Management, Territory..., Networking, Written & Oral..., Financial Advisory, Mortgage Banking, Investment Banking, Investment Properties, Sales Presentations, Financial Reporting, Mortgage Lending, B2B, Real Estate, Private Equity, Sales Force Development, Due Diligence, Leadership, Mergers & Acquisitions, Sales, Finance, Marketing, Training, SaaS, Customer Service, Social Media Marketing, Software Solution Sales, Commercial Real Estate, Sales Operations, Start-ups, Banking
Education
University of Alabama
Bachelor’s Degree, International Marketing
Culver Academy 1996 — 1998
Honors Academic, Aviation
CoStar Group March 2013 - Present
RREI January 2011 - December 2012
Rewards Network February 2010 - November 2010
Houlihan Smith & Company, Inc. 2007 - July 2009
Lehman Brothers 2007 - 2007
Accredited Home Lenders 2006 - 2006
Skills
Financial Modeling, Mergers, Valuation, New Business Development, Business Strategy, Negotiation, Marketing Strategy, Email Marketing, Credit Analysis, Territory Management, Territory..., Networking, Written & Oral..., Financial Advisory, Mortgage Banking, Investment Banking, Investment Properties, Sales Presentations, Financial Reporting, Mortgage Lending, B2B, Real Estate, Private Equity, Sales Force Development, Due Diligence, Leadership, Mergers & Acquisitions, Sales, Finance, Marketing, Training, SaaS, Customer Service, Social Media Marketing, Software Solution Sales, Commercial Real Estate, Sales Operations, Start-ups, Banking
Education
University of Alabama
Bachelor’s Degree, International Marketing
Culver Academy 1996 — 1998
Honors Academic, Aviation
Jeff Tischauser's Houlihan Smith & Company, Inc. Experience August 2006 - August 2008
Job Independent Scholar
Industry Research
Experience
Kendall College March 2010 - Present
Flashpoint Academy August 2009 - Present
Triton College August 2008 - Present
University of Phoenix May 2008 - Present
Houlihan Smith & Company, Inc. August 2006 - August 2008
Dotcom Marketing, Inc. December 2005 - June 2007
Education
Northeastern Illinois University 2005 — 2008
M.A., Communication with concentration in Media Studies
Eastern Illinois University 2000 — 2004
B.A., History
Kendall College March 2010 - Present
Flashpoint Academy August 2009 - Present
Triton College August 2008 - Present
University of Phoenix May 2008 - Present
Houlihan Smith & Company, Inc. August 2006 - August 2008
Dotcom Marketing, Inc. December 2005 - June 2007
Education
Northeastern Illinois University 2005 — 2008
M.A., Communication with concentration in Media Studies
Eastern Illinois University 2000 — 2004
B.A., History
Alex Escarpita's Houlihan Smith & Company, Inc. Experience February 2008 - September 2010
Job Account Executive at ALS Media
Industry Media Production
Experience
ALS Media October 2010 - Present
Houlihan Smith & Company, Inc. February 2008 - September 2010
RMB Capital Management March 2007 - August 2007
Skills
Mergers, Valuation, Investments, Strategic Planning, Social Media Marketing, Budgets, New Business Development, Customer Service, Marketing, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Business Strategy, Social Media
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Business Commerce
West Leyden 2000 — 2004
High School, Diploma
ALS Media October 2010 - Present
Houlihan Smith & Company, Inc. February 2008 - September 2010
RMB Capital Management March 2007 - August 2007
Skills
Mergers, Valuation, Investments, Strategic Planning, Social Media Marketing, Budgets, New Business Development, Customer Service, Marketing, Financial Analysis, Negotiation, Microsoft Office, Microsoft Excel, Business Strategy, Social Media
Education
DePaul University 2004 — 2008
Bachelor of Science (B.S.), Business Commerce
West Leyden 2000 — 2004
High School, Diploma
Will DeBruyn's Houlihan Smith & Company, Inc. Experience August 2008 - December 2008
Job Delos Capital
Industry Venture Capital & Private Equity
Experience
Delos Capital May 2015 - Present
Alvarez & Marsal Capital Partners September 2014 - May 2015
Monomoy Capital Partners July 2012 - August 2014
Lazard July 2010 - August 2012
The Kenrich Group LLC January 2008 - August 2009
Houlihan Smith & Company, Inc. August 2008 - December 2008
HSBC June 2008 - August 2008
CH Robinson June 2007 - June 2008
Skills
Valuation, Financial Modeling, Finance, Asset Management, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, LBO, Business Valuation, Due Diligence, Hedge Funds
Education
DePaul University 2006 — 2010
BS, Economics and Finance
Delos Capital May 2015 - Present
Alvarez & Marsal Capital Partners September 2014 - May 2015
Monomoy Capital Partners July 2012 - August 2014
Lazard July 2010 - August 2012
The Kenrich Group LLC January 2008 - August 2009
Houlihan Smith & Company, Inc. August 2008 - December 2008
HSBC June 2008 - August 2008
CH Robinson June 2007 - June 2008
Skills
Valuation, Financial Modeling, Finance, Asset Management, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Equities, LBO, Business Valuation, Due Diligence, Hedge Funds
Education
DePaul University 2006 — 2010
BS, Economics and Finance
Kevin J. Williams's Houlihan Smith & Company, Inc. Experience November 2006 - November 2007
Job President / Chief Trader at Catalyst Global Markets, Inc.
Industry Financial Services
Experience
Catalyst Global Markets December 2012 - Present
Epiphany Trading, LLC. January 2008 - March 2011
Houlihan Smith & Company, Inc. November 2006 - November 2007
Waddell & Reed December 2005 - May 2006
Jetacquisition.net (out of business) November 2004 - November 2005
FX Capital Management Corporation August 1998 - August 1999
Skills
Equities, Investments, Hedge Funds, Financial Analysis, Trading, Portfolio Management, Finance, Options, Trading Strategies, Financial Markets, Foreign Exchange, Equity Trading, Analysis, Bloomberg, Proprietary Trading, Private Equity, Venture Capital, Series 7, Business Development, Banking, Equity Derivatives, Recruiting
Education
Chicago State University 2001 — 2002
Bachelor of Arts, Humanities (concentration: finance & economics)
Catalyst Global Markets December 2012 - Present
Epiphany Trading, LLC. January 2008 - March 2011
Houlihan Smith & Company, Inc. November 2006 - November 2007
Waddell & Reed December 2005 - May 2006
Jetacquisition.net (out of business) November 2004 - November 2005
FX Capital Management Corporation August 1998 - August 1999
Skills
Equities, Investments, Hedge Funds, Financial Analysis, Trading, Portfolio Management, Finance, Options, Trading Strategies, Financial Markets, Foreign Exchange, Equity Trading, Analysis, Bloomberg, Proprietary Trading, Private Equity, Venture Capital, Series 7, Business Development, Banking, Equity Derivatives, Recruiting
Education
Chicago State University 2001 — 2002
Bachelor of Arts, Humanities (concentration: finance & economics)
Nolan Sauls's Houlihan Smith & Company, Inc. Experience July 2008 - September 2009
Job Business Insights Analyst at Wirtz Beverage Group
Industry Wine and Spirits
Experience
Wirtz Beverage Group November 2013 - Present
Hewitt EnnisKnupp, Inc. March 2012 - November 2013
Hewitt EnnisKnupp, Inc. May 2010 - April 2012
Calatrava Capital Management LLC October 2009 - June 2010
Houlihan Smith & Company, Inc. July 2008 - September 2009
Chicago Mercantile Exchange May 2006 - August 2006
Skills
Private Equity, Financial Reporting, Real Estate Private..., Alternative Investments, Investment Banking, Commodity, Business Development, Corporate Finance, Due Diligence, Financial Modeling, Hedge Funds, Valuation, Asset Management, Banking, Financial Analysis, Sales
Education
Miami University 2004 — 2008
B.S., Business-Economics
Benet Academy 2000 — 2004
Wirtz Beverage Group November 2013 - Present
Hewitt EnnisKnupp, Inc. March 2012 - November 2013
Hewitt EnnisKnupp, Inc. May 2010 - April 2012
Calatrava Capital Management LLC October 2009 - June 2010
Houlihan Smith & Company, Inc. July 2008 - September 2009
Chicago Mercantile Exchange May 2006 - August 2006
Skills
Private Equity, Financial Reporting, Real Estate Private..., Alternative Investments, Investment Banking, Commodity, Business Development, Corporate Finance, Due Diligence, Financial Modeling, Hedge Funds, Valuation, Asset Management, Banking, Financial Analysis, Sales
Education
Miami University 2004 — 2008
B.S., Business-Economics
Benet Academy 2000 — 2004
Maz Pawar's Houlihan Smith & Company, Inc. Experience March 2008 - October 2010
Job Partner at Auctus Group, Inc
Industry Investment Banking
Experience
Auctus Group, Inc July 2015 - Present
MSC October 2010 - July 2015
Houlihan Smith & Company, Inc. March 2008 - October 2010
Merrill Lynch 2006 - 2007
Wells Fargo Capital Finance 2004 - 2007
Goldman Sachs September 2003 - May 2004
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, DCF, LBO, Debt Restructuring, M&A experience, Capital Markets, Business Valuation, Private Equity, Banking, Due Diligence, Finance, Equity Valuation, Mergers, Venture Capital, Equities, Mergers & Acquisitions, Private Placements, Capital, Investor Relations, Hedge Funds, Restructuring, Deal Sourcing, Corporate Development, Financial Structuring, Capital Structure, Financial Analysis, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Securities, Project Finance, Capital Raising, Deal Execution, Equity Research, Growth Capital, Asset Management, Investments, Crowdfunding, Crowdsourcing, Analysis, Financial Advisory, Start-ups, Strategic Planning, Management, Business Strategy
Education
Rutgers University-New Brunswick 2007 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS)
Auctus Group, Inc July 2015 - Present
MSC October 2010 - July 2015
Houlihan Smith & Company, Inc. March 2008 - October 2010
Merrill Lynch 2006 - 2007
Wells Fargo Capital Finance 2004 - 2007
Goldman Sachs September 2003 - May 2004
Skills
Valuation, Investment Banking, Corporate Finance, Financial Modeling, DCF, LBO, Debt Restructuring, M&A experience, Capital Markets, Business Valuation, Private Equity, Banking, Due Diligence, Finance, Equity Valuation, Mergers, Venture Capital, Equities, Mergers & Acquisitions, Private Placements, Capital, Investor Relations, Hedge Funds, Restructuring, Deal Sourcing, Corporate Development, Financial Structuring, Capital Structure, Financial Analysis, Alternative Investments, Leveraged Finance, Portfolio Management, Structured Finance, Securities, Project Finance, Capital Raising, Deal Execution, Equity Research, Growth Capital, Asset Management, Investments, Crowdfunding, Crowdsourcing, Analysis, Financial Advisory, Start-ups, Strategic Planning, Management, Business Strategy
Education
Rutgers University-New Brunswick 2007 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Science (BS)
Johnathan Joyce's Houlihan Smith & Company, Inc. Experience October 2009 - May 2010
Job Financial Advisor at PNC
Industry Management Consulting
Experience
PNC Financial Services/Bank March 2013 - Present
BofA Merrill Lynch May 2011 - March 2013
Houlihan Smith & Company, Inc. October 2009 - May 2010
Trendphonics, LLC April 2006 - December 2009
Capital Fitness May 2007 - August 2009
Washington Mutual, Inc. July 2006 - June 2007
Refco March 2005 - March 2006
Lind-Waldock September 2004 - March 2005
Lasalle Futures March 2004 - September 2004
Bally Total Fitness June 1996 - July 2003
Skills
Management, Operations Management, Leadership, Start-ups, Team Building, Risk Management, Sales, Coaching, Sales Management, Customer Service, Public Speaking, New Business Development, Marketing, Marketing Strategy, Microsoft Excel, Negotiation
Education
Loyola University Chicago 1984 — 1989
Bachelor of Science, Biology, Chemistry
Woodstock High School
PNC Financial Services/Bank March 2013 - Present
BofA Merrill Lynch May 2011 - March 2013
Houlihan Smith & Company, Inc. October 2009 - May 2010
Trendphonics, LLC April 2006 - December 2009
Capital Fitness May 2007 - August 2009
Washington Mutual, Inc. July 2006 - June 2007
Refco March 2005 - March 2006
Lind-Waldock September 2004 - March 2005
Lasalle Futures March 2004 - September 2004
Bally Total Fitness June 1996 - July 2003
Skills
Management, Operations Management, Leadership, Start-ups, Team Building, Risk Management, Sales, Coaching, Sales Management, Customer Service, Public Speaking, New Business Development, Marketing, Marketing Strategy, Microsoft Excel, Negotiation
Education
Loyola University Chicago 1984 — 1989
Bachelor of Science, Biology, Chemistry
Woodstock High School
Christopher Safko's Houlihan Smith & Company, Inc. Experience 2008 - 2009
Job Sales Solutions Consultant at AT&T
Industry Paper & Forest Products
Experience
Direct Paper Supply Sales Solutions ConsultantAT&TFebruary 2011 - Present
Houlihan Smith & Company, Inc. 2008 - 2009
Skills
Account Management, Business Development, Business Strategy, Customer Service, Direct Sales, Management, Marketing, Mergers, New Business Development, Project Management, Sales Management, Telecommunications
Education
Lewis University
Direct Paper Supply Sales Solutions ConsultantAT&TFebruary 2011 - Present
Houlihan Smith & Company, Inc. 2008 - 2009
Skills
Account Management, Business Development, Business Strategy, Customer Service, Direct Sales, Management, Marketing, Mergers, New Business Development, Project Management, Sales Management, Telecommunications
Education
Lewis University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS