Imperial Capital, LLC
Industry: Investment banking company
DescriptionHeadquarters: Los Angeles, CA Founded: 1997 Parent organization: Imperial Capital Group, Inc. Subsidiaries: Imperial Asset Management, Imperial Capital, LLC, Research Division
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Imperial Capital, LLC Employees
Sagicor Life Insurance Company May 2015 - Present
Sagicor Life Insurance Company September 2014 - Present
Imperial Capital, LLC July 2014 - August 2014
All Cleaning Service Miami November 2012 - May 2014
Skills
Customer Service, Recruiting, Human Resources, Microsoft Excel, Outlook, Data Entry, PowerPoint, Microsoft Word, Strategic Planning, Time Management, Microsoft Office, Teamwork, Sales, Social Media, Public Speaking
Education
Nova Southeastern University 2012 — 2016
Bachelor's degree, Business Administration and Management, General
Nova Southeastern University
William Blair & Company June 2014 - Present
BMO Harris Bank November 2013 - June 2014
BMO Harris Bank July 2013 - November 2013
Imperial Capital LLC February 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Leadership, Accounting, Financial Modeling, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Entreprenurial Management
ESADE Business School 2012 — 2012
Business Administration and Management, General
BMO Capital Markets July 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Headwaters MB September 2012 - May 2013
Viant Group, LLC June 2012 - August 2012
Ameriprise Financial Services, Inc. August 2011 - December 2011
Acellent Technologies, Inc. May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2014
Bachelor of Science (BS), Business Administration
Fudan University 2014 — 2014
UC Education Abroad Program
Castro Valley High School 2006 — 2010
Professional Plastics November 2014 - Present
Imperial Capital, LLC June 2014 - August 2014
Boston College January 2011 - May 2014
Neillios Catering January 2010 - May 2014
NESN September 2013 - January 2014
Nawgan Products, LLC May 2013 - September 2013
Boston College January 2011 - May 2013
Skills
Account Management, New Business Development, Sales, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media, Customer Service, Public Speaking, Event Management, Management, Event Planning, Facebook, Retail, Fundraising, Craftsmanship
Education
Boston College 2010 — 2014
Bachelor's Degree, Applied Psychology/ Human Development
Boston College
Imperial Capital, LLC June 2013 - Present
Caltech September 2014 - May 2015
Economic & Workforce Development Department - City of Los Angeles August 2013 - May 2014
Manchester Grand Hyatt San Diego May 2011 - May 2013
Associated Students, San Diego State University May 2010 - May 2011
Skills
Leadership, Government, Public Speaking, Event Planning, Budgets, Microsoft Office, Training, Research, Nonprofits, Customer Service, Leadership Development, PowerPoint, Community Outreach, Event Management, Public Relations, Higher Education, Fundraising, Microsoft Excel, Time Management, Microsoft Word, Outlook, Taleo, Oracle HR, Oracle Fusion Middleware, Recruiting, HRIS, Performance Management
Education
University of Southern California 2013 — 2015
Masters Degree, Social Work and Business
San Diego State University-California State University 2007 — 2011
Bachelors of Science, Criminal Justice
University of Oxford 2008 — 2009
International Relations and Global Conflict
Deerpath Capital Management 2014 - Present
Imperial Capital, LLC 2011 - 2014
Goldman Sachs 2004 - 2009
UBS Investment Bank 2003 - 2004
Banc of America Securities 2002 - 2003
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
M.B.A, Finance
University of Virginia - McIntire School of Commerce 1998 — 2002
B.S, Commerce, Finance and Management
uBeam August 2015 - Present
Kadence Joseph Events LLC September 2012 - Present
Imperial Capital, LLC November 2014 - June 2015
Perry Capital September 2012 - October 2014
Nyane Khosi Dance Theatre June 2012 - June 2014
Molissa Fenley and Company September 2011 - August 2013
Mills College August 2010 - May 2012
Mills College August 2010 - May 2012
Bright Horizons September 2008 - August 2010
Trinity College - Hartford May 2008 - August 2008
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Worksoft Certify, Windows, Mac, Bloomberg, PeopleSoft, Ballet, Modern Dance, African Dance, Jamaican Dancehall, Quantitative Research, Qualitative Research, Social Media Marketing, Choreography, Performing Arts, Event Planning, Public Speaking, Community Outreach, Editing, Theatre, Event Management, Dance, Contemporary Dance, Stage, Arts Administration, Fundraising, Research, Grant Writing, Teaching, Microsoft Office
Education
Mills College 2010 — 2012
M.F.A., Choreography & Performance
Trinity College-Hartford 2004 — 2008
B.A., Theatre & Dance and Sociology
University of Cape Town 2006 — 2007
Diversity Studies and African Dance
OneWest Bank June 2012 - Present
OneWest Bank March 2011 - June 2012
Arch Bay Capital April 2009 - March 2011
Imperial Capital, LLC July 2008 - January 2009
Navigant Consulting June 2007 - August 2007
Skills
Bloomberg, PowerPoint, Capital IQ, Access, Microsoft Word, Outlook, Microsoft SQL Server, Factiva, Thomson One Banker, PACER, ThomsonOne, Goldmine, FACTS, WRDS, Portfolio Management, Financial Analysis, Loans, Securities, Valuation, Financial Modeling, Capital Markets, Private Equity, Analysis, Mortgage Lending, Investment Banking, Investments, Asset Management, Finance
Education
Claremont McKenna College 2004 — 2008
BA, Economics, Finance
Spectrum Equity June 2015 - Present
Signia Venture Partners December 2014 - May 2015
Sperry Capital Inc. January 2014 - June 2014
Sagent Advisors June 2012 - August 2012
Imperial Capital, LLC January 2012 - April 2012
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Finance, Corporate Finance, Capital IQ, Strategy, Investments, Investment Banking, Microsoft Excel, DCF, M&A experience, Financial Analysis, Venture Capital, Competitive Analysis, Mergers, Java, C++, R
Education
Stanford University 2014 — 2016
Master of Science (MSc), Management Science and Engineering
University of California, Los Angeles
Bachelor of Arts (B.A.), Human Biology
Robert Berman Gallery January 2015 - Present
Duhami Company: International Fairs & Exhibitions September 2014 - Present
Imperial Capital, LLC March 2014 - October 2014
Los Angeles County Museum of Art (LACMA) January 2014 - June 2014
Untapped Cities December 2013 - March 2014
Santa Monica Museum of Art January 2014 - February 2014
Global Editors Network October 2013 - October 2013
Desselle and Partners January 2013 - May 2013
World LP Gas Association October 2012 - December 2012
American University of Paris October 2011 - April 2012
Skills
Event Planning, Public Speaking, Grant Writing, Teaching, Tutoring, Curriculum Design, Time Management, Data Entry, Adolescents, Art, Books, Web Design, Editing, Research, History, Art History, Blogging, Non-profits, French, Social Media, Facebook, International Relations, Marketing, Public Relations, Spanish, Social Networking, Fundraising, Press Releases, Volunteer Management
Education
American University of Paris 2010 — 2012
Bachelor of Arts (B.A.), Global Communications
Harford Community College 2008 — 2010
Associate of Arts (A.A.), Art History, Criticism and Conservation
Lone Star Investment Advisors, LLC July 2014 - Present
Insight Equity February 2012 - May 2013
American Capital October 2010 - February 2012
Imperial Capital LLC July 2008 - September 2010
Ernst & Young January 2007 - March 2007
Skills
Valuation, Private Equity, Corporate Finance, Due Diligence, Financial Modeling, LBO, Financial Analysis, Investment Banking, Venture Capital, Mergers & Acquisitions, DCF, Capital Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin - Red McCombs School of Business 2003 — 2008
BBA, MPA (Masters in Professional Accounting), Accounting, Finance
Imperial Capital LLC December 2009 - July 2010
The Mercanti Group, LLC August 2001 - December 2009
Piper Jaffray July 2000 - August 2001
Skills
Mergers, Valuation, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Negotiation, Business Strategy, Corporate Finance, Due Diligence, Competitive Analysis, Venture Capital, Strategy Development, Mergers & Acquisitions, Strategy, Private Equity, Start-ups, Finance, Acquisition Integration, Executive Management, Corporate Development, Business Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Notre Dame 1996 — 2000
Business
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA
LHS
eBay September 2015 - Present
Imperial Capital, LLC July 2014 - Present
Imperial Capital, LLC July 2011 - July 2014
GP Bullhound June 2010 - August 2010
Banc Investment Group, LLC December 2008 - November 2009
BayStreet Research, LLC December 2007 - June 2008
Skills
Financial Modeling, Bloomberg, M&A experience, Debt & Equity Financing, Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Business Strategy, Outlook, Organization, Writing, Technical Writing, Equity Research, Capital IQ
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
BS, Business Administration
Imperial Capital, LLC January 2015 - Present
SS&C GlobeOp November 2013 - January 2015
Deutsche Bank February 2012 - October 2013
Deutsche Bank June 2011 - February 2012
Deutsche Bank June 2010 - June 2011
Deutsche Bank December 2008 - June 2010
Deutsche Bank January 2008 - December 2008
Deutsche Bank January 2007 - January 2008
Deutsche Bank August 2006 - December 2006
Countrywide Securities Corporation June 2005 - August 2005
Skills
Hedge Fund Accounting /..., Operations, Corporate Actions, Client Service, Pricing, Reconciliation, Performance Analysis, Bonds, Alternative Investments, MBS, Structured Products, Fixed Income, Equities, Bloomberg, Hedge Funds, Equity Derivatives, Structured Finance, Credit Derivatives, Account Reconciliation, Derivatives, Securities, Capital Markets, Prime Brokerage, Investment Banking, FX Options, Fund Administration, Fund Accounting, Options, Swaps
Education
Pepperdine University 2002 — 2006
BA, Business Administration
The London School of Economics and Political Science (LSE) 2004 — 2004
Managerial Accounting & Financial Control
Headwaters MB June 2014 - Present
Value Restoration Partners, Inc. February 2012 - June 2014
Pillar Solutions Group April 2012 - September 2012
Imperial Capital, LLC January 2009 - October 2011
CRG Partners November 2007 - January 2009
PEG Capital Strategies, Inc. 2005 - 2007
Barrier Advisors 2004 - 2005
Chanin Capital Partners 2001 - 2003
Bank of America 1997 - 2001
Recognition Equipment, Inc. 1997 - 1998
Skills
Private Equity, Investment Banking, Corporate Finance, Valuation, Restructuring, Portfolio Management, Corporate Development, LBO, Mergers, Investments, Strategy, Bankruptcy, Due Diligence, Business Planning, Finance, Executive Management, Capital Markets, Business Strategy, Strategic Financial..., Financial Services, Mergers & Acquisitions, Securities
Education
Southern Methodist University - Cox School of Business 1984 — 1987
MBA
University of Notre Dame 1977 — 1981
Bachelor of Business Administration (BBA), Finance, General
Richardson 1975 — 1977
First Beverage Group June 2014 - Present
Imperial Capital, LLC March 2004 - April 2014
Bank of America August 2002 - February 2004
Cooking.com (part of TCC Cooking Inc. a wholly owned subsidiary of Target Corp.) October 1999 - October 2000
Bear, Stearns & Co. August 1998 - August 1999
Salomon Smith Barney August 1993 - June 1996
Skills
Valuation, Mergers & Acquisitions, Corporate Development, Investment Banking, Restructuring, Finance, IPO, Equities, Banking, Strategic Partnerships, Underwriting, Middle Market, Syndications, Private Equity, Financial Modeling, Corporate Finance
Education
UCLA Anderson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance
The London School of Economics and Political Science (LSE) 1992 — 1993
Graduate Diploma, Economics
University of California, Los Angeles 1988 — 1992
Bachelor's degree, Economics
Ares Management February 2014 - Present
Imperial Capital LLC January 2013 - January 2014
Imperial Capital LLC February 2010 - January 2013
RBS Global Banking & Markets May 2008 - February 2010
RBS Global Banking & Markets June 2007 - May 2008
BlackRock June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Industry Analysis, Due Diligence, Credit, Distressed Debt, Capital Structure..., Capital Markets
Education
Georgetown University
Bachelor of Science
Mountain Lakes High School
JonesTrading Institutional Services LLC May 2006 - Present
Reed Smith LLP May 2005 - May 2006
Imperial Capital, LLC March 2004 - April 2005
NASD - District 2 June 2000 - March 2004
Law Offices of E. Lawrence Harasym III April 1996 - May 2000
Skills
FINRA, Broker-Dealer, Securities Regulation, Securities, Series 7, Series 24, Series 4, Series 55, Series 79, Series 87, Series 63, Corporate Law, Licensing, Capital Markets, Corporate Governance, Investments, Litigation
Education
Thomas Jefferson School of Law 1991 — 1994
Doctor of Law (J.D.)
Loyola Marymount University 1987 — 1991
Bachelor of Arts (B.A.), Sociology
Imperial Capital, LLC March 2011 - Present
CF Global Trading September 2009 - March 2011
Skills
Fixed Income Sales, Credit, Investments, Bonds, Preferred Stock, Securities, Financial Analysis, Investment Grade, Hybrid Capital, High Yield, Bloomberg, Fidessa, Series 7, Series 63, Series 55, Series 79
Education
Fairfield University 2005 — 2009
Bachelor of Science (B.S.), Finance
Universidad Pablo de Olavide
Semester Abroad, International Business
Imperial Capital, LLC 2012 - Present
Lynn Kressel Casting 2010 - 2011
Skills
Social Media, Microsoft Office, Microsoft Excel, Editing, Marketing, Customer Service, Research, Marketing Communications, PowerPoint, Microsoft Word, Public Relations, Social Media Marketing
Education
New York University 2008 — 2012
Bachelor of Fine Arts (B.F.A.), Drama and Dramatics/Theatre Arts, General
Global Hunter Securities May 2015 - August 2015
Imperial Capital, LLC June 2014 - August 2014
True Drilling September 2013 - November 2013
Magnetar Capital July 2013 - August 2013
Mitsubishi UFJ Securities June 2012 - July 2012
BreitBurn Energy June 2009 - August 2011
Skills
Economics, Energy, Capital Markets, Entrepreneurship, Analysis, Corporate Finance, Valuation, Financial Modeling
Education
Trinity College 2011 — 2015
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
Fixed Income Securities, Debt Markets and the Macro Economy
Imperial Capital, LLC August 2015 - Present
ZS Associates July 2014 - July 2015
Imperial Capital, LLC August 2013 - September 2013
BlackLine Systems June 2013 - August 2013
Northwestern Interfraternity Council January 2012 - January 2013
Wellen Surf July 2012 - September 2012
Northwestern University Residential Life September 2011 - June 2012
Tom Sawyer Camps June 2011 - August 2011
Skills
Social Media, PowerPoint, Writing, Word, Data Analysis, Stochastic Modeling, Mathematics, Microsoft Excel, Google Analytics, Salesforce.com, Marketing Strategy, Spanish, SEO, Email Marketing, Bloomberg, Bloomberg Excel Add-In, Management
Education
Northwestern University 2010 — 2014
BA
Imperial Capital, LLC September 2013 - Present
Caveat Emptor Capital Management February 2012 - August 2013
Symantec April 2008 - June 2011
FTI Consulting October 2006 - February 2008
Deloitte September 2004 - October 2006
Skills
Financial Modeling, Valuation, Investments, Equities, Due Diligence, Accounting, Financial Reporting, Finance, Investment Banking, Capital IQ, Research, Thomson One Banker, Factset, Strategic Planning, Value Investing, Strategic Financial..., Bloomberg, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Series 7, Series 63, Series 79
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Banking, Finance and Accounting
Santa Clara University 2002 — 2004
BS, Finance and Accounting
Societe Generale Corporate and Investment Banking - SGCIB August 2015 - Present
Sandler O'Neill October 2011 - August 2015
Gleacher & Company January 2008 - October 2011
Imperial Capital, LLC January 2007 - January 2008
Huron Consulting Group June 2005 - January 2007
Skills
Investment Banking, Leveraged Finance, Finance, Mergers & Acquisitions, Special Situations, Credit, Restructuring, Recapitalizations, Corporate Finance
Education
Lehigh University 2002 — 2005
B.S., Finance and Mathematics
J.P. Morgan July 2015 - Present
J.P. Morgan June 2013 - June 2015
J.P. Morgan June 2012 - August 2012
Imperial Capital, LLC September 2011 - December 2011
The Seaport Group June 2011 - August 2011
FocalPoint Partners, LLC May 2011 - June 2011
Skills
Financial Modeling, Financial Analysis, PowerPoint, Corporate Finance, Valuation, Investment Banking, Bloomberg, Private Equity, Equity Research, Equities, Capital Markets, Bloomberg Terminal, DCF, Microsoft Office, Microsoft Excel, Due Diligence
Education
University of Southern California - Marshall School of Business 2009 — 2013
B.S., Business Finance
The University of Hong Kong 2012 — 2013
International Exchange Program, Finance, General
The New Agenda August 2008 - Present
Imperial Capital LLC 2004 - 2006
The Seaport Group 2002 - 2004
Morgan Stanley 1999 - 2002
Wasserstein Perella 1997 - 1999
Amroc Investments 1992 - 1997
National Westminster Bank 1987 - 1992
Skills
Television, Social Media, Facebook, Radio, Copywriting, Integrated Marketing, Blogging, Online Advertising, Film, Social Media Marketing, Media Relations, Photoshop, Digital Media, Advertising, Creative Writing, Public Relations, Event Management, Entertainment, Editing, Journalism, Press Releases, Social Networking, New Media, Fundraising, Corporate Communications, Non-profits, Public Speaking, Alternative Investments, Content Strategy, Strategic Consulting, Strategic Communications, Brand Development, Series 7, Marketing Communications, Event Planning, Newsletters, Email Marketing, Marketing, FINRA, Strategic Planning, Asset Allocation, Investment Advisory, Publishing, Series 63, Fixed Income, Marketing Strategy, Market Research, Securities, Video, Copy Editing
Education
NYU Stern School of Business 1989 — 1992
M.B.A., Finance/International Business
Cornell University 1984 — 1987
B.A., Economics (Mathematics/Computer Science)
Feel. Love. Heal. February 2013 - Present
Purium Health Products March 2014 - Present
Life Coach Radio Networks March 2015 - Present
Imperial Capital, LLC December 2011 - February 2013
Jefferies October 2001 - December 2011
Jefferies & Company May 1995 - October 2001
Skills
Equity Trading, Investments, Securities, Fitness, Equities, Trading, Sports, Supplements, Sports Nutrition, Strength Training, Weight Training, Motivational Speaking, Health Education, Building Relationships, Weight, Stress, Essential Oils, Health Promotion, Holistic Health, Wellness, Lifestyle Coaching, Lifestyle, Stress Management, Wellness Coaching, Coaching, Entrepreneurship, Marketing, Training, Social Media, Management
Education
Mastery in Transformational Training (MiTT)
Life Mastery Institute
Transformational Life Coach
Certified Angel Card Reader 2013 — 2013
Landmark Education 2013 — 2013
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Board Certified American Association of Drugless Practitioners
Idaho State University 1992 — 1994
Corona del Mar HS 1986 — 1992
Imperial Capital, LLC June 2012 - Present
Imperial Capital, LLC October 2010 - 2012
Acadèmia Accés Barcelona September 2009 - June 2010
The San Jose Group 2008 - 2008
Skills
English, Graphic Design, Web Design, Marketing, Administrative Work, Human Resources, Customer Service, Management, Marketing Communications, Microsoft Office, PowerPoint, Social Media
Education
DePaul University 2004 — 2008
Bachelors Degree, Marketing, Spanish
Imperial Capital, LLC June 2015 - Present
Education
Columbia University - Columbia Business School
MBA
Boston University
BSBA
ClearRock Capital August 2007 - Present
Ketchum Urban Renewal Agency February 2011 - January 2015
The Community School 2004 - 2010
Morgan Stanley Smith Barney 1999 - 2007
Imperial Capital, LLC September 1990 - June 1999
Drexel Burnham Lambert September 1981 - August 1989
Skills
Investments, Alternative Investments, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Series 63, Economics, Asset Managment, Equities, Fixed Income, Portfolio Management, Capital Markets, Investment Management, Securities, Hedge Funds, Financial Advisory, Retirement Planning, 401k
Education
Duke University 1976 — 1980
A.B., Public Policy
University of London 1979 — 1980
Economics/Art History
RBC Capital Markets June 2013 - Present
Consult Your Community January 2013 - Present
Imperial Capital, LLC May 2012 - June 2012
Munch On Me May 2011 - August 2011
Topel & DiStasi Wealth Management January 2011 - May 2011
Skills
Financial Analysis, Financial Modeling, PowerPoint, Microsoft Word, Bloomberg, Microsoft Excel, Entrepreneurship, Capital Markets, Analysis, Private Placements, Capital IQ, Investments, Competitive Analysis, Portfolio Management, Social Media, Private Equity, Data Analysis, Equities, Equity Research, Venture Capital, Due Diligence, Mergers & Acquisitions, Fixed Income
Education
UC Berkeley Haas School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Administration
UC Berkeley 2009 — 2013
Bachelor of Arts (B.A.), Economics
Harvard Business School
Summer Venture in Management Program
South Torrance High School 2006 — 2009
High School
The Riverside Company August 2011 - Present
Citigroup March 2010 - July 2011
Imperial Capital, LLC July 2009 - February 2010
KPMG June 2007 - August 2007
Skills
Investment Banking, Private Equity, Leveraged Finance, LBO, Financial Modeling, Corporate Finance, M&A experience, M&A due diligence, Mergers, Investments, Valuation, Due Diligence, Buyouts, Mergers & Acquisitions, Venture Capital, Restructuring, Business Valuation, Equity Research, DCF
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
BS, Finance & Accounting
Sonoma Valley High School 2001 — 2005
Odeon Capital Group LLC June 2013 - February 2015
Summation Capital LLC September 2009 - December 2013
Imperial Capital LLC April 1994 - June 2008
Canyon Partners February 1990 - April 1994
Drexel Burnham Lambert July 1989 - February 1990
First Captal Holdings October 1987 - July 1989
Rockwell International April 1983 - October 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Portfolio Management, Fixed Income, Fund Of Funds, Venture Capital, Investment Banking, Valuation, Capital Markets, Financial Modeling, Trading, Due Diligence, Private Placements, High Yield, Equity Research, Financial Structuring
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1978 — 1982
B.S., Mechanical Engineering
Pico & Lull, CPAs September 2011 - Present
Imperial Capital, LLC July 1998 - August 2011
Harabedian, Hall & Co February 1992 - July 1998
Harre Consulting April 1991 - February 1992
Deloitte September 1989 - March 1991
Education
Loyola Marymount University
Bachelor of Science, Accounting
WMD Asset Management, LLC October 2014 - Present
Ian L. Holroyd Consulting July 2014 - October 2014
Imperial Capital, LLC October 2013 - July 2014
Dorchester Capital Advisors January 2007 - October 2013
Chanin Capital Partners 2000 - 2007
CIT 1998 - 2000
Deloitte & Touche 1995 - 1998
Skills
Private Equity, Hedge Funds, Corporate Finance, Alternative Investments, Financial Modeling, Due Diligence, Mergers & Acquisitions, Valuation, Equities, Financial Analysis, Asset Management, Capital Markets, Investments
Education
California State University-Northridge 1991 — 1995
Bachelors, Business - Accounting
FBR Capital Markets & Co. July 2013 - Present
Imperial Capital, LLC October 2010 - July 2013
The Gores Group 2008 - 2010
UBS Investment Bank 2000 - 2008
Donaldson, Lufkin, & Jenrette 1998 - 2000
Skills
Investment Banking, LBO, Private Equity, Carve-outs, Private Placements, Divestitures, Capital, Leveraged Finance, Venture Capital, IPO, Corporate Development, Capital Raising, M&A experience, Deal Sourcing, Valuation, Hedge Funds, Start-ups, Mergers & Acquisitions
Education
The University of Texas at Austin 1992 — 1994
MBA
Southern Methodist University - Cox School of Business 1985 — 1989
BBA
Oaktree Capital Management January 2014 - Present
Oaktree Capital Management January 2012 - December 2013
Oaktree Capital Management December 2008 - December 2011
Imperial Capital LLC August 2003 - December 2008
Education
University of Arkansas 1999 — 2002
BSBA, Finance and Banking
SunTrust Robinson Humphrey January 2013 - Present
Imperial Capital, LLC January 2009 - January 2013
Wachovia September 1999 - August 2008
CIBC World Markets December 1987 - September 1999
Education
University of Southern California - Marshall School of Business 1983 — 1985
MBA, Business, Finance
California State University-Northridge 1977 — 1982
Bachelor's Degree, Engineering
Imperial Capital, LLC June 2015 - August 2015
Survata January 2015 - March 2015
Samsung June 2013 - August 2013
Stanford University June 2009 - August 2011
Skills
Microsoft Word, Social Media, PowerPoint, Research, InDesign, Writing, Cross-cultural, Academic Tutoring, Sports, Sports Coaching, Microsoft Excel, Journalism, Statistics
Education
Carleton College 2012 — 2016
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Yonsei University 2014 — 2014
Yonsei International Summer School
Palo Alto High School 2008 — 2012
Imperial Capital, LLC March 2012 - Present
Morgan Stanley Smith Barney May 2010 - March 2012
Northwestern Mutual Financial Network May 2009 - April 2010
The Davis Phinney Foundation January 2009 - May 2009
Lifetouch National School Studios September 2004 - August 2005
Skills
Financial Planning, Series 7, Customer Relations, Retirement Planning, Investments, Entrepreneurial..., Insurance Planning, Series 63, FINRA Series 6, Term Life Insurance, Whole Life, Strategic Financial..., Finance, Disability Insurance, Series 6, Long-term Care, Equities, Financial Analysis, Fixed Annuities, Marketing, Sales, Microsoft Excel, Social Media, Entrepreneurship
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
B.S., Finance & Entrepreneurship
Universitat Pompeu Fabra 2008 — 2008
Study Abroad, International Business & Art History
Imperial Capital, LLC June 2012 - Present
First New York Securities May 2011 - August 2011
Coastal Capital Group, LLC May 2010 - August 2010
Skills
Equities, Investment Banking, Financial Analysis, Economics, Microsoft Excel, Financial Services, Real Estate Economics, Trading, Data Analysis, Risk Management, Capital Markets, Strategic Financial..., Microsoft Word, Research, Structured Finance, Banking, Mergers, Venture Capital, Bloomberg, Credit Risk, Auditing, Asset Managment, Competitive Analysis, Private Equity, Due Diligence, FINRA, Hedge Funds, Quantitative Analytics, Series 63, Securities, Fixed Income, Market Research, Stata, Derivatives, Microsoft Office, Restructuring, Financial Modeling, Retirement Planning, Spanish, Bonds, Business Strategy, Analysis, Equity Research, Options, Finance, Bloomberg Terminal, Real Estate, Financial Advisory
Education
Bucknell University 2008 — 2012
B.A., Economics, International Politics, Spanish
The Governor's Academy 2004 — 2008
Adelante Capital Partners April 2013 - Present
AltEnergy, LLC January 2011 - March 2013
Imperial Capital, LLC February 2007 - January 2011
Skills
Private Equity, Venture Capital, Special Situations..., Investment Banking, Energy, Agribusiness, Debt & Equity Capital..., Restructuring, M&A
Education
The University of Texas at Austin 1988 — 1992
Bachelor of Business Administration (BBA), Finance, General
Southern Methodist University - Cox School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, General
Imperial Capital, LLC July 2000 - Present
Financial Industry Regulatory Authority (FINRA) November 1995 - July 2000
Great Western Financial Securities April 1994 - November 1995
Invest Financial Corporation March 1992 - April 1994
California Federal Bank March 1992 - April 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training, Legal and Compliance
Education
The Wharton School - FINRA Institute for Professional Development 2001 — 2002
Phase 1 of the Certified Regulatory and Compliance Professional ("CRCP"), Broker-Dealer Compliance, Completed Phase 1
California State University-Northridge 1988 — 1993
Bachelor of Science (B.S.), Finance, General
Ares Management July 2014 - Present
Ares Management February 2014 - July 2014
Ares Management October 2010 - February 2014
Imperial Capital, LLC October 2009 - October 2010
Skills
Investor Relations..., Investor Relations, Financial Modeling, Financial Analysis, PowerPoint, Event Planning, Fundraising, Due Diligence, Social Media, Event Management, Bloomberg, Social Networking, Marketing, Project Management, Equities, Public Relations, Outlook, SharePoint, Goldmine, Client Representation, Asset Managment, Asset Management, Accounting, Capital Markets, Compliance, Corporate Communications, Investments, Finance, Private Equity, Nonprofits, Administrative..., Contract Negotiation, Management, Corporate Finance, Recruiting, Human Resources
Education
University of California, Irvine 2012 — 2013
Certificated, Investor Relations
University of California, Santa Cruz 2005 — 2009
Bachelor's degree, Political Science and Government
The Yucaipa Companies November 2014 - Present
Imperial Capital, LLC January 2014 - October 2014
Imperial Capital, LLC July 2012 - January 2014
Imperial Capital, LLC June 2011 - August 2011
Strategic Realty Capital March 2010 - July 2010
Skills
Web Programming, CapitalIQ, Bloomberg, C++, JavaScript, XML, MySQL, XHTML, CSS, Web Development, Microsoft Excel, Research, Capital IQ, Wordpress, PowerPoint, Valuation, Finance, Financial Modeling, Corporate Finance, Investments, Investment Banking, Mergers & Acquisitions, Analysis, Economics, Data Analysis, Business Valuation, Financial Analysis, Quantitative Analytics, Market Analysis, WordPress
Education
University of California, Los Angeles 2008 — 2012
B.A., Business Economics, emphasis in Mathematics
Long Beach Polytechnic High School 2004 — 2008
Imperial Capital, LLC July 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Skills
Microsoft Office, Research, Social Media, Public Speaking, Leadership, Data Analysis, Market Research, Sales, Financial Analysis, Financial Modeling, Party Favors, Tuxedos, Valuation, Small Talk, Trading
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Deerfield Academy 2006 — 2010
Imperial Capital, LLC March 2013 - Present
Education
The Catholic University of America 1995 — 1999
Bachelor's degree, Finance, General
Wells Fargo Securities July 2014 - Present
SunTrust Robinson Humphrey July 2013 - June 2014
RBC Capital Markets June 2012 - August 2012
Imperial Capital, LLC May 2011 - June 2011
Banco Santander May 2010 - July 2010
Skills
Finance, Mergers & Acquisitions, Microsoft Excel, Investment Banking, Corporate Finance, Leveraged Finance, High Yield Bonds, Financial Modeling, Valuation, Credit Analysis, Credit Risk, Project Finance, Risk Management, International Business, Bloomberg, Spanish, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2013
Bachelor of Science in Business Administration (B.S.B.A.), Finance & International Business
Maastricht University School of Business and Economics 2011 — 2011
Global Leadership & International Management
Charlotte Latin School 1996 — 2009
Fyber July 2015 - Present
Fyber July 2014 - July 2015
Fyber March 2014 - June 2014
Centerfield Media July 2013 - January 2014
On The Run Tech April 2012 - June 2013
Imperial Capital LLC June 2011 - January 2012
Guitar Center June 2010 - August 2010
Voyager Investments October 2007 - January 2009
Newmark Merrill Companies August 2005 - October 2007
Skills
Financial Modeling, Corporate Finance, Marketing Strategy, Business Strategy, Product Management, Business Development, Mobile Commerce, Mobile Technology, Strategic Planning, Mergers & Acquisitions, Analytics, Digital Marketing, Strategy, Cross-functional Team..., E-commerce, Mobile Devices, Leadership, Management, Financial Analysis, Start-ups, Strategic Partnerships, Marketing, Mobile Applications
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance, Strategy and Entrepreneurship
University of California, Davis 2001 — 2005
Bachelor of Arts, Economics, Managerial Economics
Oxford Road October 2015 - Present
Career Group September 2014 - October 2015
FLS International June 2014 - August 2014
Imperial Capital, LLC April 2014 - June 2014
Deloitte España October 2013 - March 2014
Look Law Office August 2012 - August 2013
Skills
Microsoft Office, PowerPoint, Data Entry, Customer Service, Microsoft Word, Time Management, Facebook, Event Planning, Teamwork, Phone Etiquette, Research, Microsoft Excel, Administrative..., English, Social Media, Social Networking, Recruiting, Administrative..., Outlook, Spanish, Public Speaking, Communication
Education
California State University-Monterey Bay 2008 — 2012
Bachelor of Arts (B.A.), Humanities and Communication
Granada Hills Charter High School 2004 — 2008
University of Washington, Michael G. Foster School of Business February 2015 - Present
Saybrook University January 2014 - February 2015
DeVry University November 2012 - August 2013
Pepperdine University March 2010 - August 2012
Guess? 2009 - 2009
Peek... Aren't You Curious 2008 - 2009
Imperial Capital, LLC 2007 - 2008
Skills
Higher Education, Student Affairs, Student Development, Admissions, Fundraising, Event Planning, Academic Advising, Salesforce.com, Social Media, Academic Administration, Student Counseling, Teaching, Career Counseling, Retail Category..., Fashion, Fashion Buying, Store Operations, Store Management, Public Speaking, Sales Management, Crisis Intervention, Psychotherapy, Psychological Assessment, SPSS, Adolescents, Group Therapy
Education
Pepperdine University 2009 — 2012
Master of Arts (M.A.), Clinical Psychology
Woodbury University 2002 — 2005
Bachelor of Science (B.S.), Fashion Marketing/Art
Watertower Group May 2013 - June 2015
Deutsche Bank June 2014 - August 2014
Imperial Capital, LLC January 2014 - May 2014
Baskin Robbins March 2010 - August 2011
Education
University of California, Los Angeles 2011 — 2015
B.A
Windsor High School 2007 — 2011
Steinberg February 2013 - May 2015
ArcSon Design October 2011 - February 2015
Imperial Capital, LLC August 2010 - February 2013
Cowen and Company September 2007 - May 2010
Lawrence Livermore National Laboratory October 2004 - September 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, AutoCAD, Adobe Creative Suite, Outlook, Livelink, PeopleSoft, Interaction, Lotus Notes, Dreamweaver, Interior Design, Rendering, Adobe Acrobat, Interior Architecture, Project Management, Event Management, Photoshop, Management, Illustrator, Furniture, SketchUp, Revit, Design Research, Space Planning, Sketching, InDesign, Sustainable Design, Advertising, Sales, Architectural Design, Social Media, Graphic Design, Customer Service, Concept Design, Photography, Research, Marketing, Budgets, Strategic Planning, Event Planning
Education
Academy of Art University 2008 — 2012
Bachelor of Fine Arts (BFA), Interior Architecture and Design
Las Positas College
PepsiCo August 2014 - Present
Campbell Soup Company June 2013 - August 2013
Fusion Martial Arts May 2007 - July 2012
Carlson Ventures Enterprise April 2006 - May 2007
Imperial Capital, LLC May 2006 - December 2006
Education
The University of Chicago Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2004 — 2007
Bachelors
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
Imperial Capital, LLC May 2013 - Present
Gleacher & Company Securities, Inc. March 2011 - May 2013
Pearson Partners September 2009 - September 2010
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Microsoft Excel, Valuation, PowerPoint, Research, Microsoft Word, Microsoft Office, Social Media, Risk Management, Accounting, Securities, Data Analysis, Market Research
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Business & Economics
Imperial Capital, LLC June 2014 - August 2014
Family Orthopedics, PC May 2012 - August 2013
Chatham Futures Lacrosse June 2011 - July 2013
Skills
Microsoft Excel, Microsoft Word
Education
Yale University 2011 — 2015
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2012 — 2012
Chatham High School 2007 — 2011
High School Diploma
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC April 2013 - January 2015
Education
The Johns Hopkins University 2011 — 2013
MBA, Information Systems
The Johns Hopkins University 2010 — 2011
MS, Finance
Indiana University - Kelley School of Business 2003 — 2008
BS, Finance
Sentinel Brokers Co. May 2014 - Present
Imperial Capital, LLC June 2013 - August 2013
Gehring & Satriale, LLC June 2012 - July 2012
Skills
Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Facebook, Microsoft Word, Public Speaking, Research, Teamwork, Editing, Spanish
Education
Connecticut College 2010 — 2014
Taft School
Imperial Capital, LLC February 2014 - Present
Deloitte September 2010 - February 2014
Delta Sigma Pi March 2009 - April 2010
Hays Companies June 2009 - September 2009
DSP Professional Polish April 2008 - March 2009
Education
Ohio University 2006 — 2010
Northrop Grumman Corporation February 2009 - Present
Imperial Capital, LLC June 2006 - June 2008
Education
Claremont McKenna College 2002 — 2006
Bachelor of Arts, Economics
Jennison Associates LLC October 2014 - Present
Jennison Associates LLC June 2014 - October 2014
Neuberger Berman September 2011 - June 2013
DG Capital Management, LLC April 2011 - September 2011
Imperial Capital LLC July 2006 - February 2011
Skills
Hedge Funds, Equities, Account Reconciliation, Auditing, Financial Statements, Fixed Income, Fund Accounting, Series 7, Financial Accounting, Corporate Actions, Accounts Receivable, High Yield Bonds, Distressed Debt, Reorganisation, High Yield, Bloomberg Terminal, Portia, QuickBooks, Navision, Vlookup, MS Excel Pivot Tables
Education
University of California, Berkeley 2001 — 2005
B.A., Economics
University of Cambridge 2003 — 2003
Summer Study Abroad Program
YogaWorks 2013 — 2013
200 Hour Teacher Training Graduate
Imperial Capital, LLC June 2015 - Present
M3/Relativity, a Relativity Media Company June 2014 - Present
Abercrombie & Fitch February 2014 - June 2014
C California Style magazine May 2013 - July 2013
Shadow PR May 2013 - June 2013
Guess Europe Sagl June 2012 - July 2012
A Gadsby Affair, LLC July 2011 - August 2011
Skills
Marketing Strategy, PowerPoint, Public Relations, Time Management, Leadership, microsoft excel, Microsoft Word, Microsoft Excel, Facebook
Education
Columbia University in the City of New York 2012 — 2016
Bachelor of Arts (B.A.), Anthropology and Business Management
The Buckley School 2008 — 2012
High School Diploma
The Metropolitan Transit Authority Business Service Center February 2012 - December 2012
Bokharian Jewish Community Center September 2011 - February 2012
Morgan Stanley - Fixed Income Private Wealth Management October 2007 - September 2008
BNY Brokerage/ ConverGex April 2006 - October 2007
GlobeOp Financial Services February 2006 - April 2006
Further Lane Securities February 2002 - July 2005
The Osprey Opportunity Fund February 2002 - July 2005
J.P. Morgan Chase June 2001 - January 2002
Imperial Capital, LLC November 1998 - May 2001
Weiss, Peck and Greer June 1998 - October 1998
Skills
Bloomberg Terminal, Open Bloomberg, Bloomberg Trading System, BLOT, Bloomberg Portfolio..., Rumba, CORE/MBS, Compass, BETA, Polypath, Lotus Notes, Bond Hub, DTC PTS Terminal, Passport, Quotron, Bond Express, Portia, ISIS, BOS, Mobius, Bear Prime, Net Exchange Pro, Geneva, Advent 5.2 and 6.0, RBS, System 2100, DTC, GSCC, SIAC, Spoolview, ALERT, BONDACT, Mainframe, Microsoft Word, Excel..., Bloomberg, Outlook, Excel, Word, Fixed Income, Bonds, Trading, Portfolio Management, Banking, Financial Analysis, Hedge Funds, Asset Management, Middle Office, Securities, Reconciliation, Settlements
Education
American Institute of Banking
Principles of Banking
Queensborough Community College
Liberal Arts
Jefferies LLC February 2014 - Present
Imperial Capital, LLC 2012 - 2014
Vedder Price, P.C. 2011 - 2012
The Seaport Group June 2010 - August 2010
Trilogy Capital June 2009 - August 2010
UBS Investment Bank May 2010 - May 2010
Skills
Bloomberg, Financial Modeling, Excel, Financial Analysis, Economics, Fixed Income Research, Distressed Debt, Series 7, Series 87, Series 86, Series 66, Risk Management, Equity Research, Microsoft Excel, Straight Talking, Fixed Income Analysis, Equities, Lacrosse, FINRA, Modeling, Uniform Combined State..., Investments, Investment Banking, Trading, Stock Picking, Credit Analysis, Portfolio Management, Corporate Finance, Special Situations, Capital Markets, LBO, Valuation, Finance, Hedge Funds, Restructuring, Workout, Fixed Income, Due Diligence, Securities, Boxing, Analysis, Strategy, Emerging Markets, Bonds, High Yield, Credit, Capital IQ, Private Equity, Structured Finance, Equity Valuation
Education
The University of Edinburgh 2008 — 2012
MA (Honours), Economics
Phillips Exeter Academy '08 2004 — 2008
High School
Hopkins School 2002 — 2004
Imperial Capital, LLC April 2007 - Present
BentleyForbes September 2006 - April 2007
CIM Group, Inc. January 2003 - September 2006
Skills
Due Diligence, Human Resources, Employee Relations, Employee Engagement, Employee Benefits, Employee Management, Hiring Employees, Strategic Planning, Business Planning, People Development, Asset Managment, Mergers, Onboarding, Compensation, Talent Acquisition, Talent Management, College Recruiting, Compensation & Benefit, Applicant Tracking..., HRIS, Recruiting, Benefits Administration, Deferred Compensation, Asset Management, Hiring, Mergers
Education
Cornell University 1997 — 2001
Bachelor of Arts (B.A.), Psychology & History
La Reina High School
Imperial Capital, LLC June 2015 - August 2015
Georgia Tech Student Foundation Investments Committee August 2013 - May 2015
HSBC Private Bank June 2014 - August 2014
Georgia Tech Interfraternity Council January 2013 - December 2013
SunTrust Robinson Humphrey May 2013 - July 2013
Georgia Tech Student Foundation Investments Committee January 2013 - April 2013
Advocate Consulting, LLC May 2012 - August 2012
Georgia Youth Soccer Association 2005 - 2009
Skills
Financial Analysis, Microsoft Excel, Leadership, Research, PowerPoint, Teamwork, Python, Equity Valuation, Investment Management, Asset Allocation, Data Modeling, Equities, Fundamental Analysis, Bloomberg, Investment Advisory, Databases, SQL, S&P Capital IQ, Simio, Macroeconomics, Bloomberg Terminal, Equity Research
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science, Industrial Engineering - Economic and Financial Systems
Alpharetta High School 2007 — 2011
College Preparatory, 4.0
Topeka Capital Markets March 2013 - Present
Imperial Capital, LLC July 2012 - November 2012
Caris & Company September 2011 - June 2012
KeyBanc Capital Markets August 2005 - August 2011
Morgan Stanley August 2004 - July 2005
Skills
E&P, Energy, Financial Modeling, Financial Analysis, Equity Research, Oil/Gas, Mergers & Acquisitions, Trading, Due Diligence, Valuation, Equities, Hedge Funds, Asset Management, Alternative Investments, Series 7, Fixed Income, Bloomberg, Capital Markets, Analysis, Investments, Investment Banking, Portfolio Management
Education
Hofstra University 2001 — 2005
Bachelor of Business Administration, Finance, Business Information Systems
CIT June 2010 - Present
CRG Partners January 2009 - June 2010
American Capital, Ltd. 2007 - 2009
Imperial Capital, LLC 2006 - 2007
Houlihan Lokey 2004 - 2006
Huron Consulting Group 2003 - 2004
The Royal Bank of Scotland plc 2001 - 2003
J.P. Morgan Securities, Inc. June 2000 - November 2001
Skills
Principal Investing, Restructuring, Special Situations, Distressed Debt, Bridge Loans, Bankruptcy, Underwriting, Valuation, Private Equity, Loans, Portfolio Management, Credit Analysis, Leveraged Finance, Investment Banking, Structured Finance, Equities, Investments, Mezzanine, Recapitalizations, High Yield, Finance, Acquisitions, Capital Structure, Growth Capital, Turn Around Management, Buyouts, Financial Services, LBO, Middle Market, Capital Markets, Financial Structuring, Workout, Asset Based Lending, Hedge Funds, Private Placements, Corporate Development, M&A experience, Mergers, Financial Modeling
Education
Fairfield University 1996 — 2000
B.A., Dual Degree: Economics and International Studies
Wourgessa Information Technology PLC March 2008 - Present
Imperial Capital, LLC March 2000 - January 2008
Advanced Systems Integration July 1997 - January 2000
Skills
MCSA, PMP, CISA, ITIL V.3, MCSE, MCDBA, MCITP, MCTS, MCP, CMC, Microsoft Certified..., Microsoft Certified..., Management, Consulting, Analysis, Disaster Recovery, IT Strategy, IT Service Management, ITIL, Strategy, Project Management, Business Analysis, IT Management
Education
California State University, Los Angeles 1994 — 1997
Bachelor of Science (BS), Dual Major in Management Information Systems, Marketing Management and Minor in Economics
Los Angeles Trade Technical College 1990 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Parallel Resource Partners January 2013 - Present
Bluescape Resources April 2012 - Present
Imperial Capital, LLC April 2008 - January 2012
Lazard Ltd. October 2005 - March 2008
Lazard Ltd. August 1999 - March 2003
Petrie Parkman & Co. July 1997 - July 1999
Education
The University of Texas at Austin 1993 — 1997
BBA, Business Honors Program and Finance
MUFG Americas April 2008 - Present
Wells Fargo January 2005 - April 2008
City National Bank October 2001 - December 2004
Imperial Capital, LLC June 2000 - September 2001
Skills
Banking, Financial Analysis, Financial Modeling, Investment Banking, Portfolio Management, Capital Markets, Corporate Finance, Investments, Credit, Finance
Education
Occidental College 1996 — 2000
Bachelor's degree, Economics, Diplomacy and International Relations
University College London, U. of London
CRT Capital Group March 2008 - Present
Weeden & Co. May 2005 - January 2008
Imperial Capital LLC April 2004 - May 2005
Bear, Stearns & Co. Inc. November 1999 - March 2004
Bloomberg LP July 1999 - October 1999
Clarion Capital Asia Ltd. January 1997 - June 1999
Peregrine Securities January 1996 - January 1997
American Chamber of Commerce in Hong Kong February 1995 - January 1996
Legislative Council of Hong Kong October 1993 - February 1995
Institute on Church and Social Issues September 1992 - June 1993
Skills
Hedge Funds, High Yield, Special Situations, Equities, Securities, Credit, Investments, Capital Markets, Trading, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Bonds, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Management, Finance, Equity Research, Alternative Investments, Bankruptcy, Valuation
Education
Yale University 1990 — 1992
Master of Arts (M.A.), Religion/Religious Studies
New York University 1986 — 1990
BA, Politics
Junior League of Portland June 2015 - Present
Portland Suburban Delta Gamma February 2013 - Present
ClubSport Oregon February 2011 - Present
UCLA Alumni Network of Oregon and SW Washington July 2014 - August 2015
Junior League of Portland June 2014 - June 2015
UCLA Alumni Network of Oregon and SW Washington July 2013 - July 2014
Junior League of Portland June 2013 - June 2014
Junior League of Portland June 2011 - June 2013
Imperial Capital, LLC June 2004 - March 2007
TBG Financial January 2003 - June 2004
Skills
Social Media, Film, Strategic Planning, Marketing, Microsoft Excel, Event Planning, Customer Service, Event Management, Social Media Marketing, Public Speaking, Microsoft Office, Marketing Strategy, Customer Satisfaction, Customer Support, Leasing, Business Development, Public Relations, Leadership, Social Networking, Training, Recruiting, Team Building, Nonprofits
Education
University of California, Los Angeles 1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Imperial Capital, LLC May 2014 - Present
Barclays Capital September 2008 - January 2014
Barclays Capital 2008 - March 2010
Lehman Brothers July 1999 - September 2008
Education
James Madison University 1995 — 1999
James Madison University 1995 — 1999
BBA, Finance
Imperial Capital, LLC January 2015 - Present
Imperial Capital, LLC July 2012 - January 2015
Imperial Capital, LLC October 2010 - July 2012
FTI Consulting June 2009 - October 2010
FTI Consulting May 2008 - August 2008
Skills
Investment Banking, Leveraged Finance, High Yield Capital..., Corporate Finance, Financial Modeling, Due Diligence
Education
Bucknell University 2005 — 2009
Bachelor, Economics
Harris Williams & Co. February 2015 - Present
Harris Williams & Co. February 2014 - February 2015
Imperial Capital, LLC June 2009 - January 2014
Lazard January 2008 - June 2009
Lazard June 2005 - January 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, LBO, Financial Analysis, Capital Markets, M&A experience, Equities, Business Valuation, Investments
Education
Marquette University 2000 — 2005
Bachelor of Science (B.S.), Finance and Accounting
Angelo, Gordon & Co. October 2013 - Present
SunTrust Robinson Humphrey August 2011 - October 2013
Imperial Capital LLC March 2010 - July 2011
RLI February 2009 - March 2010
JP Morgan September 2007 - February 2009
Skills
Investment Banking, Energy, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Series 7, Financial Structuring, Series 63, Capital IQ, M, Credit, Strategic Financial..., Data Analysis, Financial Analysis, Due Diligence, Investments, Commodity, Finance, Bloomberg
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
Bachelor of Science in Management, Finance
Imperial Capital, LLC November 2011 - Present
Imperial Capital, LLC April 2005 - November 2011
State Street January 2002 - April 2005
Skills
Financial Services, Microsoft Excel, Investments, Bloomberg, Outlook, PowerPoint, Fixed Income, Hedge Funds, Finance, Financial Analysis, Asset Management, Risk Management
Education
Quinnipiac University 1997 — 2001
Imperial Capital, LLC June 2014 - Present
Canaccord Genuity Inc. September 2008 - June 2014
Oppenheimer & Co. December 1999 - January 2008
Cantor Fitzgerald September 1998 - December 1999
Skills
Series 24, Equity Trading, Series 7, Trading, Series 63, Fixed Income, Options, Asset Management
Education
St. John's University, The Peter J. Tobin College of Business 1997 — 1999
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1990 — 1994
B.S., Finance
JCM Property Management Ltd January 2015 - Present
Legacy Builders Developers Corp January 2015 - Present
Imperial Capital LLC August 2012 - July 2015
Rodman & Renshaw March 2010 - July 2012
Maxim Group March 2005 - April 2010
NDB Capital Markets 1998 - 2002
NDB (sherwood securities) 1996 - 1998
Skills
Equities, Securities, Bloomberg, Investments, Finance, Sales, Marketing, Executive Management, Series 7, Equity Trading, Insurance, Trading, Series 63, Roadshows, Customer Service, Telecommunications, Capital Markets, Trading Systems, Italian, Fixed Income, Electronic Trading, Series 24, Hedge Funds, ETFs, Options
Education
Università degli Studi di Palermo 1989 — 1991
Business Mgmt
Kingsborough Community College 1984 — 1986
Business Mgmt
Christ the King regional H.S. 1980 — 1984
Cantor Fitzgerald April 2010 - Present
Imperial Capital, LLC July 2008 - April 2010
Education
Claremont McKenna College 2004 — 2008
Steel Partners January 2008 - Present
The Bond Club of New York July 2009 - January 2014
Pali Capital 2006 - 2007
Kellogg Capital Group 2005 - 2006
Imperial Capital LLC 2004 - 2005
Tradition Asiel Securities Inc. January 2003 - December 2003
Spear Leeds & Kellogg Capital Markets, a Goldman Sachs Co. August 1995 - July 2002
Cambridge Envronmental Inc. June 1990 - October 1992
University of Massachusetts Lowell January 1991 - May 1991
Skills
Equities, Hedge Funds, Investments, Financial Markets, Alternative Investments, Trading, Private Equity, Securities, Bonds, Options, Electronic Trading, Capital Markets, Valuation, Asset Management, Bloomberg, Equity Trading, Trading Systems, Business Strategy, Series 7, Investment Management, Equity Derivatives, Series 24, Equity Research, Series 63, Fixed Income, Financial Modeling, Investment Banking, Mutual Funds, ETFs
Education
University of Oxford 1986 — 1989
PhD, Photo Electro Chemistry
Imperial College London 1983 — 1986
BSc, Chemistry, First Class Honors
Eton College 1977 — 1982
A levels, Mathematics, Physics and Chemistry
Imperial Capital, LLC March 2004 - Present
Education
UCLA Anderson School of Management 1996 — 1998
MBA, Finance
University of California, Los Angeles 1988 — 1991
Imperial Capital, LLC November 2013 - Present
Janney Montgomery Scott April 2013 - November 2013
Knight Capital Group June 2008 - April 2013
Credit Derivatives Research LLC 2006 - 2008
Sterne Agee 2006 - 2006
ICAP 2005 - 2006
HSBC Securities 2003 - 2005
Credit Suisse 1996 - 2002
credit suisse asset management 1995 - 2002
Skills
Fixed Income, Bonds, Trading, Credit Derivatives, Buy-side, Series 7, Series 63, Bloomberg, Asset Management, Electronic Trading
Education
Hofstra University 1998 — 2002
MBA, Finance
Hofstra University 1990 — 1995
Hofstra University 1990 — 1994
Chaminade High School
Sun Capital Partners August 2010 - Present
Imperial Capital LLC July 2007 - August 2010
Skills
Investments, LBO, Corporate Finance, Valuation, Capital, Financial Modeling, Private Equity, Equities
Education
Ivey Business School at Western University 2003 — 2007
Western University
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Imperial Capital (International) LLP March 2014 - September 2015
Imperial Capital, LLC September 2007 - February 2014
Imperial Capital June 2006 - September 2006
Skills
Financial Modeling, Valuation, Financial Analysis, Hedge Funds, Equities
Education
University of California, Davis 2004 — 2007
BS, Managerial Economics
Imperial Capital, LLC June 2015 - Present
Barclays Capital October 2003 - September 2014
Credit Suisse 1996 - 2003
Education
Columbia University - Columbia Business School 1994 — 1996
mba
University of Pennsylvania 1984 — 1988
CHS
CHS
Imperial Capital, LLC March 2013 - Present
UNX LLC September 2008 - May 2012
Countrywide Securities Corporation May 2007 - September 2008
Skills
Financial Reporting, Financial Analysis, QuickBooks, Auditing, Financial Modeling, Equities, Due Diligence, Sarbanes-Oxley Act, Internal Controls, GAAP, US GAAP, Asset Management, Risk Management
Education
Roosevelt University
Masters in Accounting, Accounitng
University of Illinois at Urbana-Champaign
BS, Accounting
Imperial Capital, LLC April 2014 - August 2015
Barclays Capital/Lehman Brothers 1999 - April 2014
BiscayneAmericas/Americas Trust 1998 - 1999
Goldman Sachs 1994 - 1998
Salomon Brother 1989 - 1993
Skills
Investment Banking, Fixed Income, Capital Markets, Valuation, Financial Modeling, Private Equity, Alternative Investments, Bonds, Asset Management, Financial Analysis, Investments, Equities
Education
Northwestern University - Kellogg School of Management
Masters of Management with concentration in Finance and International Business
University of Virginia
BS, Commerce
BTIG April 2011 - Present
Hamlin Capital Managment April 2008 - May 2011
Imperial Capital llc January 2007 - February 2008
Education
Claremont McKenna College 2002 — 2007
Imperial Capital, LLC May 2007 - Present
Lehman Brothers 2004 - 2007
Bank of America 2002 - 2004
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Mergers & Acquisitions, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Investments, Restructuring, Leveraged Finance, Equities, Hedge Funds, Venture Capital, Finance, Private Placements
Education
The University of Chicago - Booth School of Business 2000 — 2002
MBA, Concentrations in Accounting, Analytic Finance and Entrepreneurship
Texas Christian University 1992 — 1997
BBA, Finance, Marketing
Imperial Capital, LLC March 2002 - Present
Western Asset Management 1997 - 2002
Education
Suffolk University 1989 — 1992
MBA
Bridgewater State University 1982 — 1987
BS, Management
Imperial Capital, LLC November 2013 - Present
Barclays September 2010 - February 2013
Barclays September 2008 - September 2010
Lehman Brothers May 2006 - September 2008
Skills
Fixed Income, Trading, Bonds, Investments, Credit, Bloomberg, Capital Markets, Credit Risk, Valuation, Securities, High Grade, Trading Strategies, Private Placements, High Yield, Distressed Debt, Risk Management, Financial Risk, Series 63, Hedge Funds, Middle Office
Education
Lehigh University - College of Business and Economics 2001 — 2005
Chaminade High School 1997 — 2001
Phoenix Investment Advisor 2007 - Present
Imperial Capital LLC 2004 - 2007
Moodys Investor Services 1995 - 2003
The Bank of New York 1990 - 1995
Education
New York University 1988 — 1990
M.B.A., Finance
Princeton University 1979 — 1983
A.B., Biology
BNP PARIBAS February 2014 - Present
Imperial Capital, LLC April 2012 - January 2014
VERO Capital Management 2010 - 2011
Greenspring Associates 2010 - 2010
Morgan Stanley June 2008 - August 2008
American International Group July 2005 - August 2005
Skills
Finance, Equities, Equity Research, Analysis, PowerPoint, Due Diligence, Structured Finance, Fixed Income, Venture Capital, Investments, Bloomberg, Financial Modeling, Portfolio Management, Hedge Funds, Investment Banking
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts
The Johns Hopkins University - Carey Business School
Master of Science
Allied Digital Services September 2011 - Present
Allied Digital Services October 2008 - September 2011
Imperial Capital LLC November 2007 - March 2008
USBX August 2006 - November 2007
Tecolote Research June 2000 - August 2006
Skills
Mergers, Financial Analysis, Business Strategy, VBA, Corporate Finance, Financial Modeling, Accounting, Mergers & Acquisitions, Valuation, Microsoft Excel, Due Diligence, Business Development, Managerial Finance, Finance, Analysis, Investment Banking, Financial Reporting, Forecasting, Business Analysis, Risk Management, Strategic Financial..., Financial Accounting, Financial Systems, SAP, QuickBooks, ADP Payroll
Education
Pacific University 1996 — 2000
BA, Economics
Ashland High School 1992 — 1996
Imperial Capital LLC April 2009 - Present
Coast Asset Management February 2009 - April 2009
JP Morgan June 2008 - November 2008
Bear Stearns July 1999 - May 2008
Education
Dartmouth College 1995 — 1999
Phillips Academy
MatlinPatterson Credit Trading Partners August 2014 - Present
Cantor Fitzgerald September 2010 - March 2014
Fidelity National Special Opportunities August 2006 - December 2009
Imperial Capital LLC July 2003 - January 2006
Scotia Capital November 1999 - May 2003
Skills
High Yield, Credit, Hedge Funds, Capital Markets, Fixed Income, Equities, Private Equity, Leveraged Finance, Investment Banking, Alternative Investments, Valuation, Bloomberg, Trading, Investments, Bonds, Derivatives, Special Situations, Equity Trading, CDS, Portfolio Management, Capital Structure, Equity Research, Structured Products, Loans, Structured Finance, Series 7, Emerging Markets, Financial Markets, Financial Structuring, LBO, Securities, Equity Derivatives, Credit Derivatives, Options, Finance, Credit Analysis, Asset Management, Investment Management, Equity Valuation, Fund Of Funds, Securitization, Series 63
Education
Fairfield University 1998 — 1999
Finance
University of New Haven 1996 — 1998
MBA, Business
Salve Regina University 1990 — 1994
BA, History
Notre Dame
Imperial Capital, LLC August 2014 - Present
Ever-Ware 2013 - Present
Morgan Stanley December 2011 - Present
Education
Harvard University
Bachelor's degree, Political Science and Government
University of New South Wales 2003 — 2004
International Economics
West Gate Horizons Advisors, LL July 2012 - Present
Imperial Capital, LLC January 2010 - June 2012
Jefferies Asset Management June 2007 - December 2009
Jefferies & Company August 1993 - June 2007
Skills
High Yield Bonds, Bank Loans, Distressed Debt, Special Situations, Credit Analysis, Security Analysis, Value Investing, Loans, Bonds, High Yield, Investment Banking
Education
Northwestern University
BA, Economics
University of California, Berkeley - Walter A. Haas School of Business
MBA, Finance
Imperial Capital LLC August 2011 - Present
Gravitas Technology May 2006 - August 2011
Ryan Beck & Co. April 2002 - May 2005
Marketsource 2000 - 2002
Marketsource 2000 - 2001
Skills
Active Directory, Data Center, Cisco Technologies, Windows Server, Disaster Recovery, DHCP, Blackberry Enterprise..., Microsoft Exchange, VMware, Virtualization
Education
Rutgers University-New Brunswick 1993 — 1997
BS
Imperial Capital, LLC July 2013 - Present
Knight Libertas May 2009 - March 2013
Merrill Lynch 2006 - 2009
Skills
Capital Markets, Fixed Income
Education
Penn State University 2002 — 2006
BS, Finance
Fun Cycles, Inc. July 2013 - Present
Beads and Other Fancy Stuff September 2011 - July 2013
Technical Innovation February 2004 - July 2011
Custard Insurance Adjusters February 2002 - January 2004
Mizuno, USA July 1999 - October 2001
USA Capital January 1998 - January 2000
Imperial Capital, LLC January 1995 - January 1998
First Union January 1988 - January 1995
Skills
Customer Service, Lotus Notes, Microsoft Excel, Sales, Access, Spreadsheets, PowerPoint, Accounts Payable, Accounts Receivable, Microsoft Word, Sound, Solution Selling, Outlook, Video Conferencing, Time Management
Education
Western Piedmont Community College 2013 — 2015
Associate of Applied Science, Medical Office Management/Administration, 3.9
Georgia State University 1987 — 1989
Mercer University, Atlanta, GA 1985 — 1986
Accounting; English and Commercial Music course study; Accounting; English course study
Imperial Capital, LLC March 2011 - Present
JP Morgan Chase April 2007 - February 2009
GIC Asset Management Pte Ltd, GAM (formerly Government of Singapore Investment Corp. Inc., GIC) October 1996 - April 2007
Merrill Lynch & Company May 1989 - October 1996
Skills
Investments, Asset Management, Bonds, Portfolio Management, Corporates
Education
Fordham Gabelli School of Business 1992 — 1995
MBA
Loyola College, Baltimore Maryland 1985 — 1989
BBA
J.H. Cohn LLP January 2006 - Present
The Schonbraun McAnn Group November 2003 - January 2006
Braun Business Management August 2001 - November 2003
The William E. Simon Family Office March 1999 - August 2001
Imperial Capital LLC October 1996 - March 1999
The O'Connor Group November 1987 - October 1996
Arthur Andersen and Co. May 1985 - November 1987
Skills
Tax Research, Partnership Taxation, Tax Accounting, Corporate Tax, Tax, ProSystem fx Tax, Income Tax, Tax Preparation, Tax Returns, CPA, S Corporations, International Tax, US GAAP, Tax Law
Education
Fairleigh Dickinson University 2005 — 2010
MS, Taxation
Binghamton University 1983 — 1984
MS, Accounting
ITG June 2013 - Present
Imperial Capital LLC May 2012 - June 2013
Jefferies & Company March 2007 - December 2011
First Albany Capital December 2001 - November 2006
Hambrecht & Quist 1996 - 2001
Skills
Risk Management, Options Strategies, Personnel Management, Portfolio Management, hedging strats, Best Execution, Capital Markets, Series 7, Alternative Investments, Bloomberg, Electronic Trading, Equities, Equity Research, Equity Trading, Hedge Funds, Fixed Income, Options, Securities, Trading, Valuation, Trading Systems, Investment Banking, Investments
Education
Penn State University 1990 — 1994
BS, Finance
Dali Hale, llc. 2010 - Present
Imperial Capital, llc December 2009 - April 2011
GoldenTree Asset Management 2007 - 2009
Bear Stearns & Company 1982 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investment Banking, Investment Management, Securities, Investment Strategies, Prime Brokerage, Fixed Income, Private Equity, Asset Managment, Venture Capital, Fund Of Funds, Investments, Derivatives, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo 1972 — 1974
ba, political science
AltEnergy, LLC January 2010 - Present
Imperial Capital LLC March 2009 - January 2010
Evercore Partners October 2007 - January 2009
Citi May 2002 - September 2007
Education
Cornell University 1998 — 2002
Bachelor of Science, Operations Research & Industrial Engineering
Imperial Capital, LLC September 2010 - Present
Global Hunter Securities April 2008 - September 2010
Jefferies & Company January 2004 - April 2008
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
University of California, Irvine
BA, Economics
Imperial Capital LLC May 2004 - Present
American Stock Exchange January 1982 - May 2004
Skills
Electronic Trading, ETFs, Options, Trading, Trading Systems, Financial Markets, Bonds, Derivatives, Hedge Funds, Proprietary Trading, Series 7, FINRA, Commodity, Capital Markets, Equities, Equity Derivatives, FX Options, Fixed Income, Market Making, Options Strategies, Securities, Series 63, Trading Strategies
Education
Adelphi University 1976 — 1980
Business
Fulcrum Capital May 2011 - Present
Satellite Asset Management 2006 - 2009
Citigroup Global Markets, Inc. 2005 - 2006
Imperial Capital LLC 2003 - 2005
Akin Gump Strauss Hauer & Feld LLP 1999 - 2003
Kelley Drye & Warren LLP 1997 - 1999
Skills
Hedge Funds, Private Equity, Bankruptcy, Equities, Capital Markets, Securities, Investments, Portfolio Management, Leveraged Finance, Investment Banking, Trading, Alternative Investments, Emerging Markets, Restructuring
Education
Cornell Law School 1994 — 1997
University of Colorado at Boulder 1989 — 1993
Economics
Marlin Equity Partners December 2014 - Present
Imperial Capital, LLC June 2014 - November 2014
MSD Capital April 2010 - June 2014
Rothstein Kass October 2007 - April 2010
Related June 2007 - August 2007
Skills
Hedge Funds, Mutual Funds, Financial Services, CPA, Fund Accounting, Financial Reporting, Accounting, GAAP, Financial Accounting, US GAAP, Auditing, Financial Statements, Internal Controls, SEC filings, Tax
Education
City University of New York-Hunter College
Bachelor's Degree, Accounting, Cum Laude
Odeon Capital Group LLC January 2015 - Present
BTIG, LLC January 2013 - December 2014
Summation Capital LLC March 2013 - December 2013
R.W. Pressprich & Co. December 2011 - March 2012
MF Global October 2011 - November 2011
BTIG, LLC February 2010 - September 2011
Imperial Capital, LLC May 2005 - February 2010
Skills
Strategic Planning, Trading, Team Building, Teaching, Microsoft Office, Sales, High Yield, Bloomberg, Investment Banking, Equities
Education
Fordham University 2002 — 2003
Master of Business Administration (MBA), Finance & Management
Villanova University 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
rhs
NerdWallet September 2015 - Present
KKR July 2014 - August 2015
KKR May 2013 - June 2014
Imperial Capital, LLC July 2012 - April 2013
UBS Investment Bank June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Business Administration
Dealogic July 2014 - Present
Dealogic November 2012 - July 2014
CHAPDELAINE & CO November 2009 - March 2012
AXION, LLC June 2008 - August 2009
IMPERIAL CAPITAL, LLC June 2007 - January 2008
FIMAT U.S.A. LLC June 2006 - August 2006
SEABOARD SECURITIES June 2005 - August 2005
Skills
Bloomberg, Equities, Capital Markets, Hedge Funds, Finance, Bonds, Fixed Income, Financial Analysis, Financial Markets
Education
College of Charleston 2002 — 2007
Bachelor of Science, Economics
Telsey Advisory Group November 2014 - Present
Imperial Capital, LLC January 2012 - July 2014
Collins Stewart November 2011 - January 2012
Morgan Joseph TriArtisan LLC March 2010 - November 2011
Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis
Education
Lehigh University - College of Business and Economics 2005 — 2009
Finance, Finance, Accounting
Avon Old Farms School 2003 — 2005
Imperial Capital, LLC April 2014 - Present
GlencoreXstrata Plc April 2012 - March 2014
Education
Fairfield University 2007 — 2011
B.S., Finance
Pre-IPO Technology Companies October 2012 - Present
Yahoo! August 2010 - March 2012
Yahoo! August 2007 - August 2010
Imperial Capital LLC March 2005 - August 2007
FTI Consulting August 2004 - March 2005
Goldman Sachs August 2002 - January 2004
Imperial Capital LLC March 1998 - May 2000
PricewaterhouseCoopers June 1995 - March 1998
Skills
Financial Modeling, Valuation, Corporate Finance, Cross-functional Team..., Strategic Partnerships, Product Management, Mergers, Due Diligence, Competitive Analysis, Strategic Planning, Finance, Private Equity, Financial Analysis, Strategy, Mergers & Acquisitions, Business Planning, Investments
Education
The University of Chicago Booth School of Business
University of Southern California
RW Pressprich & Co. January 2015 - Present
Robert W. Baird & Co. February 2014 - September 2014
RF Lafferty & Co., Inc February 2013 - January 2014
Imperial Capital, LLC January 2012 - June 2012
Citi August 2006 - November 2011
TD Waterhouse Capital Markets November 2001 - August 2006
Skills
Special Situations, Event Driven, Bankruptcy, Valuation, Equity Trading, Market Making, Electronic Trading, Emerging Markets, Private Equity, Restructuring, Credit, Hedge Funds
Education
Penn State University
DaVita November 2010 - Present
DaVita April 2007 - November 2010
DaVita November 2003 - April 2007
Imperial Capital LLC September 2002 - August 2003
Salomon Smith Barney July 1999 - January 2002
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, New Business Development, Operations Management, Team Management, Healthcare Management, Team Leadership, Mergers, Management, Business Development, Strategy
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Business
University of California, Berkeley, Haas School of Business 1995 — 1999
B.S., International Business
PennyMac February 2012 - Present
Imperial Capital, LLC June 2007 - November 2011
Imperial Capital, LLC June 2000 - June 2007
The Boston Company (division of Mellon Bank) June 1994 - June 2000
Skills
Marketing, Project Management, Executive Support, Vendor Relationships, Social Media Marketing, Public Relations, Strategic Planning, Outlook, Microsoft Office, Public Speaking, Access, Microsoft Excel, Customer Service, Real Estate, PowerPoint, Leadership, Banking, Time Management
Education
San Diego State University-California State University 1991 — 1993
Bachelor of Science (BS), Business Management (Human Resources)
Diablo Valley College 1988 — 1991
Associates of Arts, Business Administration
Los Angeles City Employees' Retirement System January 2015 - Present
Imperial Capital, LLC May 2014 - January 2015
Franklin Templeton Investments August 2011 - May 2014
Benefit Funding Services Group May 2009 - August 2011
Goldman Sachs September 2007 - April 2009
Skills
Asset Allocation, Corporate Finance, Asset Management, Investments, Equities, Financial Modeling, Mutual Funds, Portfolio Management, Alternative Investments, Valuation, Hedge Funds, Fixed Income, Wealth Management, FACTSET, Morningstar Direct, Equity Valuation, Finance
Education
Indiana University - Kelley School of Business
Master of Business Administration (MBA)
California State Polytechnic University-Pomona
BS, Finance, 3.89
Alluvium Partners LLC March 2014 - Present
Imperial Capital, LLC May 2012 - September 2013
PrimeShares World Markets June 2007 - February 2012
Education
Georgetown University - The McDonough School of Business 2002 — 2006
Delbarton School 1998 — 2002
JES Graphic Design 2009 - Present
JES Graphic Design April 2007 - Present
Imperial Capital, LLC May 2007 - May 2009
Joanna Burke Art Consultants, Inc February 2007 - May 2007
Skills
Adobe Creative Suite, Letterpress, Digital Photography, Graphic Design, Pre-press, Visual Communication, Annual Reports, Mac, Graphic Arts, Information Graphics, Illustrator, Web Design, Wide Format Printing, Invitations, Flyers, Business cards, Brochures, Advertising, Event Planning, Newsletters
Education
Franklin & Marshall College 2002 — 2006
B.A., Art History, Fine Arts, Government
Imperial Capital, LLC September 2011 - Present
BTIG 2010 - 2011
Jefferies & Company 2008 - 2010
Skills
Financial Analysis, Excel, Asset Management, Financial Modeling, PowerPoint, Electronic Trading, Equity Trading, Market Research, Qualitative Market..., Qualitative Research, Trading Systems, Trading Strategies, High Yield, Distressed Debt, Special Situations, Event Driven, Liquidity, Equity Sales, Equity Derivatives, Awesomeness, FINRA
Education
General Assembly 2014 — 2014
Business Fundamentals & Tactics, Business Administration and Management, General
Columbia University in the City of New York 2006 — 2010
BA, Political Science
Loyola High School 2002 — 2006
Diploma, High School
Imperial Capital, LLC September 2013 - Present
KS Capital Partners June 2012 - September 2013
QVT Financial LP June 2009 - April 2010
Forum Asset Management 2008 - 2009
Skills
Hedge Funds, Equities, Financial Analysis, Emerging Markets, Valuation, Financial Modeling, Corporate Finance, Investments, Distressed Debt, Risk Arbitrage, Quantitative Finance, Finance, Equity Research
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2012
Master of Finance
Columbia University in the City of New York 2010 — 2011
MA, Mathematics of Finance
Dowling College 2005 — 2009
BA, Finance
Imperial Capital, LLC April 2014 - Present
Redburn Partners July 2013 - August 2013
Rowan Asset Management December 2012 - May 2013
G-Research December 2011 - August 2012
Skills
Equity Research, Financial Modeling, Valuation, Equities, Bloomberg, Corporate Finance, Data Analysis, Investment Banking, Fixed Income, Capital Markets
Education
University of Pennsylvania 2007 — 2011
Bachelor of Arts (B.A.)
London School of Economics and Political Science 2012 — 2013
Master of Science (MSc)
Oppenheimer & Co. 2012 - Present
Gleacher & Company May 2008 - 2011
Imperial Capital LLC April 2007 - June 2008
Lazard Frères & Co. July 1999 - March 2007
Alex. Brown & Sons (nka Deutsche Bank) November 1994 - July 1999
Kidder Peabody 1994 - 1994
Education
Duke University
Bachelor of Applied Science (BASc), Electrical and Electronics Engineering
Wharton Business School
Master of Business Administration (M.B.A.), Accounting and Finance
Bradford & Marzec September 2003 - Present
Barrington Associates March 2000 - September 2003
Imperial Capital, LLC January 1995 - February 2000
The Industrial Bank of Japan August 1990 - January 1995
Deloitte & Touche October 1986 - April 1989
McGladrey & Pullen August 1984 - October 1986
Skills
Certified Public...
Education
UCLA Anderson School of Management 1991 — 1994
MBA, Finance, General
Indiana University Bloomington 1979 — 1983
Bachelor of Science (B.S.), Accounting
Imperial Capital, LLC July 2014 - Present
BB&T Capital Markets May 2004 - June 2014
Goldman sachs January 2000 - December 2002
C.E. Unterberg, Towbin June 1996 - January 2000
Education
Hobart and William Smith Colleges 1992 — 1996
Bachelor of Arts (B.A.), Pschology
Deerfield Academy 1988 — 1991
SandTree Holdings, LLC November 2012 - Present
Imperial Capital, LLC 2009 - 2012
The Mercanti Group February 2003 - December 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette January 1999 - April 2002
Donaldson, Lufkin & Jenrette January 1996 - January 1999
Donaldson, Lufkin & Jenrette March 1994 - January 1996
Drexel Burnham Lambert July 1988 - April 1990
Drexel Burnham Lambert June 1986 - July 1988
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Fixed Income, Financial Modeling, Valuation
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Economics and Entrepreneurial Management
Claremont McKenna College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Mathematics
Bentley Associates Managing DirectorThomasLloyd Capital, LLCMay 2007 - August 2009
Merriman Capital, Inc. June 2003 - March 2007
Wells Fargo Securities September 1998 - February 2003
Imperial Capital, LLC July 1995 - September 1998
Kidder Peabody February 1993 - July 1995
Education
Southern Methodist University
Master of Business Administration (MBA)
Manhattan College
Bachelor of Arts (B.A.)
BayStreet Research, LLC July 2009 - Present
Merrill Lynch November 2008 - February 2009
Imperial Capital, LLC June 2006 - June 2008
Skills
Equity Research, Bloomberg, Financial Modeling, Valuation, Competitive Intelligence, Financial Analysis, Market Research, Competitive Analysis, Investments, Market Analysis, Business Analysis, Microsoft Excel, Corporate Finance, Data Analysis, Social Media, Quantitative Analytics, Project Management
Education
UC Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Kekst and Company June 2015 - July 2015
Wollmuth Maher & Deutsch LLP June 2014 - July 2014
Imperial Capital, LLC January 2014 - January 2014
Education
Harvard College 2012 — 2016