Imperial Capital, LLC

Industry: Investment banking company

Description

Headquarters: 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

Employee
Years
Job
Industry
Bianca Cabrera Bianca Cabrera Fort Lauderdale, Florida Details
Bianca Cabrera's Imperial Capital, LLC Experience July 2014 - August 2014
Job Recruiter at Sagicor Life Insurance Company
Industry Insurance
Experience
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

Adam Zumbrunnen Adam Zumbrunnen Chicago, Illinois Details
Adam Zumbrunnen's Imperial Capital, LLC Experience February 2013 - June 2013
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
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

Alan Zheng Alan Zheng San Francisco Bay Area Details
Alan Zheng's Imperial Capital, LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at BMO Capital Markets
Industry Financial Services
Experience
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

Robert Poillucci Robert Poillucci Greater Los Angeles Area Details
Robert Poillucci's Imperial Capital, LLC Experience June 2014 - August 2014
Job Account Manager at Professional Plastics
Industry Plastics
Experience
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

Laura Schofield Laura Schofield Los Angeles, California Details
Laura Schofield's Imperial Capital, LLC Experience June 2013 - Present
Job HR Analyst, Imperial Capital, LLC.
Industry Human Resources
Experience
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

Brian Yoon Brian Yoon Los Angeles, California Details
Brian Yoon's Imperial Capital, LLC Experience 2011 - 2014
Job Vice President at Deerpath Capital Management
Industry Investment Management
Experience
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

Judene Small Judene Small Los Angeles, California Details
Judene Small's Imperial Capital, LLC Experience November 2014 - June 2015
Job ...
Industry Financial Services
Experience
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

Philip Kaestle Philip Kaestle Santa Monica, California Details
Philip Kaestle's Imperial Capital, LLC Experience July 2008 - January 2009
Job Associate Vice President Media & Entertainment Finance at OneWest Bank
Industry Banking
Experience
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

Erik Zahnlecker Erik Zahnlecker San Francisco Bay Area Details
Erik Zahnlecker's Imperial Capital, LLC Experience January 2012 - April 2012
Job Spectrum Equity
Industry Venture Capital & Private Equity
Experience
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

Larkin Magner Larkin Magner Greater Los Angeles Area Details
Larkin Magner's Imperial Capital, LLC Experience March 2014 - October 2014
Job Gallery Registrar at Robert Berman Gallery and Santa Monica Auctions
Industry Marketing and Advertising
Experience
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

Garrett Greer Garrett Greer Dallas, Texas Details
Garrett Greer's Imperial Capital, LLC Experience July 2008 - September 2010
Job Vice President at Lone Star Investment Advisors, LLC
Industry Venture Capital & Private Equity
Experience
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

David Remick David Remick Greater Minneapolis-St. Paul Area Details
David Remick's Imperial Capital, LLC Experience December 2009 - July 2010
Job
Industry Health, Wellness and Fitness
Experience
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

Jonathan Chen Jonathan Chen Los Angeles, California Details
Jonathan Chen's Imperial Capital, LLC Experience July 2014 - Present
Job Corporate Development at eBay
Industry Investment Banking
Experience
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

Ali Rajput Ali Rajput Los Angeles, California Details
Ali Rajput's Imperial Capital, LLC Experience January 2015 - Present
Job Assistant Controller at Imperial Capital, LLC
Industry Financial Services
Experience
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

John O'Neill John O'Neill Dallas/Fort Worth Area Details
John O'Neill's Imperial Capital, LLC Experience January 2009 - October 2011
Job Managing Director at Headwaters | MB
Industry Financial Services
Experience
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

Nicole Fry Nicole Fry Los Angeles, California Details
Nicole Fry's Imperial Capital, LLC Experience March 2004 - April 2014
Job Managing Partner at First Beverage Group
Industry Financial Services
Experience
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

Anthony Esposito, CFA Anthony Esposito, CFA Greater Los Angeles Area Details
Anthony Esposito, CFA's Imperial Capital, LLC Experience January 2013 - January 2014
Job Healthcare Analyst noninvestment grade corporate credit markets
Industry Investment Management
Experience
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

Lawrence Harasym Lawrence Harasym Lake Mary, Florida Details
Lawrence Harasym's Imperial Capital, LLC Experience March 2004 - April 2005
Job Associate Counsel / CCO
Industry Financial Services
Experience
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

Brian Larkin Brian Larkin New York, New York Details
Brian Larkin's Imperial Capital, LLC Experience March 2011 - Present
Job Fixed Income Sales at Imperial Capital, LLC
Industry Financial Services
Experience
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

Justine Johnson Justine Johnson Brooklyn, New York Details
Justine Johnson's Imperial Capital, LLC Experience 2012 - Present
Job Casting, Editorial, Production Assistant
Industry Entertainment
Experience
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

Sullivan Washburn Sullivan Washburn Williston, North Dakota Details
Sullivan Washburn's Imperial Capital, LLC Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Global Hunter Securities
Industry Oil & Energy
Experience
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

Colin LaBran-Boyd Colin LaBran-Boyd New York, New York Details
Colin LaBran-Boyd's Imperial Capital, LLC Experience August 2015 - Present
Job Associate at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Suneet Singh Suneet Singh Los Angeles, California Details
Suneet Singh's Imperial Capital, LLC Experience September 2013 - Present
Job Investment Banking Associate at Imperial Capital, LLC
Industry Investment Banking
Experience
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

David C. Haines, CFA David C. Haines, CFA Greater New York City Area Details
David C. Haines, CFA's Imperial Capital, LLC Experience January 2007 - January 2008
Job Investment Banking and Corporate Finance at Societe Generale
Industry Investment Banking
Experience
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

Carol Jun Carol Jun New York, New York Details
Carol Jun's Imperial Capital, LLC Experience September 2011 - December 2011
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
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

Amy Siskind Amy Siskind Larchmont, New York Details
Amy Siskind's Imperial Capital, LLC Experience 2004 - 2006
Job President and CoFounder at The New Agenda
Industry Nonprofit Organization Management
Experience
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)

Charmayne Olswang Charmayne Olswang Westlake Village, California Details
Charmayne Olswang's Imperial Capital, LLC Experience December 2011 - February 2013
Job Radio Host at Life Coach Radio Networks
Industry Health, Wellness and Fitness
Experience
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

Lindsey Vick Lindsey Vick Greater Los Angeles Area Details
Lindsey Vick's Imperial Capital, LLC Experience June 2012 - Present
Job Marketing Coordinator/Production Assistant at Imperial Capital, LLC
Industry Financial Services
Experience
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

Nilesh Patel, CFA Nilesh Patel, CFA Greater New York City Area Details
Nilesh Patel, CFA's Imperial Capital, LLC Experience June 2015 - Present
Job Senior Analyst at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC   June 2015 - Present

Education
Columbia University - Columbia Business School
MBA

Boston University
BSBA

Mark Eshman Mark Eshman Ketchum, Idaho Details
Mark Eshman's Imperial Capital, LLC Experience September 1990 - June 1999
Job We Grow Your Money, Not Your Anxiety
Industry Financial Services
Experience
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

Jason Yang Jason Yang San Francisco Bay Area Details
Jason Yang's Imperial Capital, LLC Experience May 2012 - June 2012
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
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

Kevin Kumar Kevin Kumar San Francisco, California Details
Kevin Kumar's Imperial Capital, LLC Experience July 2009 - February 2010
Job Senior Associate at The Riverside Company
Industry Venture Capital & Private Equity
Experience
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

Mark Levin Mark Levin Greater Los Angeles Area Details
Mark Levin's Imperial Capital, LLC Experience April 1994 - June 2008
Job Investment Professional
Industry Investment Banking
Experience
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

Dan Guay Dan Guay Greater Los Angeles Area Details
Dan Guay's Imperial Capital, LLC Experience July 1998 - August 2011
Job Pico & Lull, CPAs
Industry Accounting
Experience
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

Ian Holroyd Ian Holroyd Greater Los Angeles Area Details
Ian Holroyd's Imperial Capital, LLC Experience October 2013 - July 2014
Job Controller & Vice President at WMD Asset Management, LLC
Industry Investment Management
Experience
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

Matthew Spain Matthew Spain Greater Los Angeles Area Details
Matthew Spain's Imperial Capital, LLC Experience October 2010 - July 2013
Job Investment Banking / Mergers & Acquisitions / Corporate Finance
Industry Investment Banking
Experience
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

Jeremy Booker Jeremy Booker Greater Los Angeles Area Details
Jeremy Booker's Imperial Capital, LLC Experience August 2003 - December 2008
Job Senior Analyst at Oaktree Capital Management
Industry Financial Services
Experience
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

Robert Wagner Robert Wagner Atlanta, Georgia Details
Robert Wagner's Imperial Capital, LLC Experience January 2009 - January 2013
Job Managing Director at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
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

Ashley Shin Ashley Shin San Francisco Bay Area Details
Ashley Shin's Imperial Capital, LLC Experience June 2015 - August 2015
Job Student at Carleton College
Industry
Experience
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

Katie Wheeler Katie Wheeler New York, New York Details
Katie Wheeler's Imperial Capital, LLC Experience March 2012 - Present
Job Sales Associate at Imperial Capital
Industry Investment Banking
Experience
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

Michael Kenny Michael Kenny New York, New York Details
Michael Kenny's Imperial Capital, LLC Experience June 2012 - Present
Job Investment Banking Analyst at Imperial Capital LLC
Industry Investment Banking
Experience
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

Eric Moxham Eric Moxham Austin, Texas Details
Eric Moxham's Imperial Capital, LLC Experience February 2007 - January 2011
Job Founder and Managing Director Adelante Capital Partners
Industry Investment Management
Experience
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

Catherine Schafer Catherine Schafer La Canada Flintridge, California Details
Catherine Schafer's Imperial Capital, LLC Experience July 2000 - Present
Job
Industry Financial Services
Experience
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

Tracey Fields Tracey Fields Greater Los Angeles Area Details
Tracey Fields's Imperial Capital, LLC Experience October 2009 - October 2010
Job Human Resources at Ares Management
Industry Investment Banking
Experience
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

Chris Ducar Chris Ducar Greater Los Angeles Area Details
Chris Ducar's Imperial Capital, LLC Experience January 2014 - October 2014
Job Associate at The Yucaipa Companies
Industry Investment Management
Experience
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

John Rose John Rose Greater New York City Area Details
John Rose's Imperial Capital, LLC Experience July 2014 - Present
Job Credit Trading Assistant at Imperial Capital, LLC
Industry Financial Services
Experience
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

Philip Minardo Philip Minardo Greater Los Angeles Area Details
Philip Minardo's Imperial Capital, LLC Experience March 2013 - Present
Job Equity/Credit Sales Trader at Imperial Capital
Industry Financial Services
Experience
Imperial Capital, LLC   March 2013 - Present

Education
The Catholic University of America   1995 — 1999
Bachelor's degree, Finance, General

Paul H. Taylor Paul H. Taylor Charlotte, North Carolina Details
Paul H. Taylor's Imperial Capital, LLC Experience May 2011 - June 2011
Job Investment Banking Analyst (Leveraged Finance) at Wells Fargo Securities
Industry Investment Banking
Experience
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

Ross Barasch Ross Barasch San Francisco, California Details
Ross Barasch's Imperial Capital, LLC Experience June 2011 - January 2012
Job Senior Director, Global Strategic Partnerships at Fyber
Industry Internet
Experience
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

Molly Lasicka Molly Lasicka Los Angeles, California Details
Molly Lasicka's Imperial Capital, LLC Experience April 2014 - June 2014
Job Recruiting Coordinator at Oxford Road
Industry Staffing and Recruiting
Experience
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

Marisa Gerlach-Bashan Marisa Gerlach-Bashan Greater Seattle Area Details
Marisa Gerlach-Bashan's Imperial Capital, LLC Experience 2007 - 2008
Job Admissions Counselor at University of Washington, Michael G. Foster School of Business
Industry Higher Education
Experience
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

Cameron Evan Lane Cameron Evan Lane Los Angeles, California Details
Cameron Evan Lane's Imperial Capital, LLC Experience January 2014 - May 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Banking
Experience
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

Ashley Henderson Ashley Henderson San Francisco Bay Area Details
Ashley Henderson's Imperial Capital, LLC Experience August 2010 - February 2013
Job Business Development & Marketing Coordination
Industry Design
Experience
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

Joshua Brock Joshua Brock Dallas/Fort Worth Area Details
Joshua Brock's Imperial Capital, LLC Experience May 2006 - December 2006
Job Associate Marketing Manager, Doritos Innovation
Industry Consumer Goods
Experience
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

Jonathan Pritcher Jonathan Pritcher San Francisco, California Details
Jonathan Pritcher's Imperial Capital, LLC Experience July 2011 - September 2011
Job Associate at Medley
Industry Financial Services
Experience
Medley  July 2014 - Present
Houlihan Lokey  July 2012 - July 2014
Imperial Capital, LLC   July 2011 - September 2011
Cantor Fitzgerald  October 2010 - December 2010
W Hotels  March 2010 - June 2010

Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation

Education
UCLA   2008 — 2012
Bachelor of Arts (B.A.), Business Economics

Kimberly Friedland Kimberly Friedland New York, New York Details
Kimberly Friedland's Imperial Capital, LLC Experience May 2013 - Present
Job EA at Imperial Capital, LLC
Industry Investment Banking
Experience
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

John Radigan John Radigan Chatham, New Jersey Details
John Radigan's Imperial Capital, LLC Experience June 2014 - August 2014
Job Summer Analyst at Imperial Capital
Industry Investment Banking
Experience
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

Saliq Khan | MS, MBA Saliq Khan | MS, MBA Greater New York City Area Details
Saliq Khan | MS, MBA's Imperial Capital, LLC Experience January 2015 - Present
Job Vice President, Equity Analyst at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Kevin Reich Kevin Reich Greater New York City Area Details
Kevin Reich's Imperial Capital, LLC Experience June 2013 - August 2013
Job Junior Broker at Sentinel Brokers Co.
Industry Financial Services
Experience
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

Jeffrey Peterka Jeffrey Peterka Greater Minneapolis-St. Paul Area Details
Jeffrey Peterka's Imperial Capital, LLC Experience February 2014 - Present
Job Analyst at Imperial Capital
Industry Higher Education
Experience
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

Jason Kamienski Jason Kamienski Greater Los Angeles Area Details
Jason Kamienski's Imperial Capital, LLC Experience June 2006 - June 2008
Job Manager Corporate Planning and Development at Northrop Grumman
Industry Defense & Space
Experience
Northrop Grumman Corporation  February 2009 - Present
Imperial Capital, LLC   June 2006 - June 2008

Education
Claremont McKenna College   2002 — 2006
Bachelor of Arts, Economics

Sandra Trang Sandra Trang Greater New York City Area Details
Sandra Trang's Imperial Capital, LLC Experience July 2006 - February 2011
Job Senior Analyst Trade Support and Investment Services
Industry Financial Services
Experience
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

Jamie Stern Jamie Stern Greater Los Angeles Area Details
Jamie Stern's Imperial Capital, LLC Experience June 2015 - Present
Job Intern at M3/Relativity, a Relativity Media Company
Industry Marketing and Advertising
Experience
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

Denise R. Fairley Denise R. Fairley Greater New York City Area Details
Denise R. Fairley's Imperial Capital, LLC Experience November 1998 - May 2001
Job Seasoned Fixed Income Trade Support / Middle Office Operations / Portfolio Administration Professional
Industry Financial Services
Experience
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

Michael Carley Jr. Michael Carley Jr. New York, New York Details
Michael Carley Jr.'s Imperial Capital, LLC Experience 2012 - 2014
Job Special Situations Group at Jefferies LLC
Industry Investment Banking
Experience
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

Renee (Beck) Fricks Renee (Beck) Fricks Greater Los Angeles Area Details
Renee (Beck) Fricks's Imperial Capital, LLC Experience April 2007 - Present
Job VP, Human Resources
Industry Investment Banking
Experience
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

Rohan Verma Rohan Verma New York, New York Details
Rohan Verma's Imperial Capital, LLC Experience June 2015 - August 2015
Job Equity Research Summer Analyst at Imperial Capital, LLC
Industry Financial Services
Experience
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

Gabriele Sorbara Gabriele Sorbara Greater New York City Area Details
Gabriele Sorbara's Imperial Capital, LLC Experience July 2012 - November 2012
Job Vice President of E&P/Energy Research at Topeka Capital Markets
Industry Capital Markets
Experience
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

Thomas Keefe Thomas Keefe Greater New York City Area Details
Thomas Keefe's Imperial Capital, LLC Experience 2006 - 2007
Job Special Situations Investment Professional
Industry Venture Capital & Private Equity
Experience
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

Imiru Degu Imiru Degu Greater Los Angeles Area Details
Imiru Degu's Imperial Capital, LLC Experience March 2000 - January 2008
Job PMP, CISA, ITIL V.3, CMC, MCSE, MCDBA, MCITP, MCTS, MCSA, MCP, Managing Director at Wourgessa Information Technology PLC
Industry Investment Banking
Experience
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

Philip Riley Philip Riley Houston, Texas Details
Philip Riley's Imperial Capital, LLC Experience April 2008 - January 2012
Job Private Equity Investor in Energy
Industry Investment Management
Experience
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

Edward Khaymenis, CFA Edward Khaymenis, CFA Greater Los Angeles Area Details
Edward Khaymenis, CFA's Imperial Capital, LLC Experience June 2000 - September 2001
Job Vice President at MUFG Technology, Media & Telecommunications Group
Industry Banking
Experience
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

Kevin Starke Kevin Starke Greater New York City Area Details
Kevin Starke's Imperial Capital, LLC Experience April 2004 - May 2005
Job Senior Analyst at CRT Capital Group
Industry Financial Services
Experience
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

KaDo Gorman KaDo Gorman Portland, Oregon Details
KaDo Gorman's Imperial Capital, LLC Experience June 2004 - March 2007
Job President Elect at Junior League of Portland
Industry Consumer Services
Experience
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

Jonathan Dong Jonathan Dong Chicago, Illinois Details
Jonathan Dong's Imperial Capital, LLC Experience May 2014 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
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

Paul Majeski Paul Majeski Greater New York City Area Details
Paul Majeski's Imperial Capital, LLC Experience January 2015 - Present
Job Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Andy Warczak Andy Warczak Minneapolis, Minnesota Details
Andy Warczak's Imperial Capital, LLC Experience June 2009 - January 2014
Job Vice President at Harris Williams & Co.
Industry Investment Banking
Experience
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

Paul Gottheim, CFA Paul Gottheim, CFA Houston, Texas Details
Paul Gottheim, CFA's Imperial Capital, LLC Experience March 2010 - July 2011
Job Vice President Energy Direct Lending at Angelo, Gordon & Co.
Industry Investment Management
Experience
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

Paul Arena Paul Arena Greater Los Angeles Area Details
Paul Arena's Imperial Capital, LLC Experience November 2011 - Present
Job High Yield Trading at Imperial Capital, LLC
Industry Financial Services
Experience
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

Christopher LoCicero Christopher LoCicero Greater New York City Area Details
Christopher LoCicero's Imperial Capital, LLC Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
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

Marc Bilbao Marc Bilbao Greater Los Angeles Area Details
Marc Bilbao's Imperial Capital, LLC Experience March 2005 - Present
Job Managing Director at Imperial Capital LLC
Industry Investment Banking
Experience
Imperial Capital LLC  March 2005 - Present

Education
Seattle University

Jerry Cucinella Jerry Cucinella Greater New York City Area Details
Jerry Cucinella's Imperial Capital, LLC Experience August 2012 - July 2015
Job Snr V.P Equity Sales & Trading at Imperial Capital LLC
Industry Financial Services
Experience
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

Miles Staglik Miles Staglik Greater Los Angeles Area Details
Miles Staglik's Imperial Capital, LLC Experience July 2008 - April 2010
Job Analyst at Imperial Capital LLC
Industry Financial Services
Experience
Cantor Fitzgerald  April 2010 - Present
Imperial Capital, LLC   July 2008 - April 2010

Education
Claremont McKenna College   2004 — 2008

Matthew Pilkington Matthew Pilkington Greater New York City Area Details
Matthew Pilkington's Imperial Capital, LLC Experience 2004 - 2005
Job Head Trader at Steel Partners
Industry Investment Management
Experience
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

Eric Groman Eric Groman Greater Los Angeles Area Details
Eric Groman's Imperial Capital, LLC Experience December 2009 - Present
Job Vice President at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital LLC  December 2009 - Present

Education
Harvard University   1996 — 2000

Nicole Fry Nicole Fry Greater Los Angeles Area Details
Nicole Fry's Imperial Capital, LLC Experience March 2004 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
Imperial Capital, LLC   March 2004 - Present

Education
UCLA Anderson School of Management   1996 — 1998
MBA, Finance

University of California, Los Angeles   1988 — 1991

Phil Lauro Phil Lauro Greater New York City Area Details
Phil Lauro's Imperial Capital, LLC Experience November 2013 - Present
Job Managing Director Fixed Income Trading
Industry Financial Services
Experience
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

Christian Sorensen Christian Sorensen Greater Los Angeles Area Details
Christian Sorensen's Imperial Capital, LLC Experience July 2007 - August 2010
Job Senior Associate at Sun Capital Partners
Industry Venture Capital & Private Equity
Experience
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

Steve Moyer Steve Moyer Greater Los Angeles Area Details
Steve Moyer's Imperial Capital, LLC Experience 2000 - 2006
Job President, Distressed Debt Alpha
Industry Investment Management
Experience
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

Matt Kaplan Matt Kaplan Greater Los Angeles Area Details
Matt Kaplan's Imperial Capital, LLC Experience September 2007 - February 2014
Job Analyst at Imperial Capital
Industry Financial Services
Experience
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

Andrew Gold Andrew Gold Greater New York City Area Details
Andrew Gold's Imperial Capital, LLC Experience June 2015 - Present
Job Emerging Markets
Industry Financial Services
Experience
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

Richard Genovese Richard Genovese Greater Los Angeles Area Details
Richard Genovese's Imperial Capital, LLC Experience March 2013 - Present
Job Controller at Imperial Capital, LLC
Industry Financial Services
Experience
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

Jan Dillow Jan Dillow Miami/Fort Lauderdale Area Details
Jan Dillow's Imperial Capital, LLC Experience April 2014 - August 2015
Job Sr. Vice President at Imperial Capital Group Ltd.
Industry Financial Services
Experience
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

Drew Rymer Drew Rymer New York, New York Details
Drew Rymer's Imperial Capital, LLC Experience January 2007 - February 2008
Job i
Industry Capital Markets
Experience
BTIG  April 2011 - Present
Hamlin Capital Managment   April 2008 - May 2011
Imperial Capital llc  January 2007 - February 2008

Education
Claremont McKenna College   2002 — 2007

Monte Green Monte Green Greater Los Angeles Area Details
Monte Green's Imperial Capital, LLC Experience May 2007 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Gregg Poillucci Gregg Poillucci Greater Los Angeles Area Details
Gregg Poillucci's Imperial Capital, LLC Experience March 2002 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC   March 2002 - Present
Western Asset Management  1997 - 2002

Education
Suffolk University   1989 — 1992
MBA

Bridgewater State University   1982 — 1987
BS, Management

Gregory Morin Gregory Morin Greater New York City Area Details
Gregory Morin's Imperial Capital, LLC Experience November 2013 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
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

Bob Konefal Bob Konefal Greater New York City Area Details
Bob Konefal's Imperial Capital, LLC Experience 2004 - 2007
Job Analyst at Phoenix Investment Advisor
Industry Investment Management
Experience
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

Ellen Erli Mo, CFA Ellen Erli Mo, CFA Greater New York City Area Details
Ellen Erli Mo, CFA's Imperial Capital, LLC Experience April 2012 - January 2014
Job Associate, Power & Utilities at BNP Paribas
Industry Investment Banking
Experience
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

Jacob Hill Jacob Hill Greater Los Angeles Area Details
Jacob Hill's Imperial Capital, LLC Experience November 2007 - March 2008
Job Manager, Finance & Accounting at Allied Digital Services
Industry Information Technology and Services
Experience
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

Christian Bateson Christian Bateson Los Angeles, California Details
Christian Bateson's Imperial Capital, LLC Experience April 2009 - Present
Job Fixed Income Sales at Imperial Capital LLC
Industry Financial Services
Experience
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

Joe Farricielli Joe Farricielli Greater New York City Area Details
Joe Farricielli's Imperial Capital, LLC Experience July 2003 - January 2006
Job Senior Credit Research Analyst at MatlinPatterson Credit Trading Partners
Industry Investment Management
Experience
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

Christopher Ware Christopher Ware San Francisco, California Details
Christopher Ware's Imperial Capital, LLC Experience August 2014 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
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

Brad Bryan Brad Bryan Greater Los Angeles Area Details
Brad Bryan's Imperial Capital, LLC Experience January 2010 - June 2012
Job Senior Credit Analyst at West Gate Horizons Advisors, LLC
Industry Investment Banking
Experience
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

Todd Klavens Todd Klavens Greater New York City Area Details
Todd Klavens's Imperial Capital, LLC Experience August 2011 - Present
Job Network Engineer at Gravitas Technology
Industry Information Technology and Services
Experience
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

Adam Braham Adam Braham Greater New York City Area Details
Adam Braham's Imperial Capital, LLC Experience July 2013 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
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

Mischa Fontenot Mischa Fontenot Valdese, North Carolina Details
Mischa Fontenot's Imperial Capital, LLC Experience January 1995 - January 1998
Job Part Time Bookkeeping and Finance at Fun Cycles, Inc.
Industry Retail
Experience
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

Peter Mullahey Peter Mullahey United States Details
Peter Mullahey's Imperial Capital, LLC Experience March 2011 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
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

David Segelman, CPA, MST David Segelman, CPA, MST Greater New York City Area Details
David Segelman, CPA, MST's Imperial Capital, LLC Experience October 1996 - March 1999
Job Tax Manager at J.H. Cohn LLP
Industry Accounting
Experience
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

Thomas Labenz Thomas Labenz Greater New York City Area Details
Thomas Labenz's Imperial Capital, LLC Experience May 2012 - June 2013
Job Head of Sector trading
Industry Financial Services
Experience
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

andy haas andy haas Kilauea, Hawaii Details
andy haas's Imperial Capital, LLC Experience December 2009 - April 2011
Job Gone to Paradise
Industry Investment Management
Experience
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

Arul Gupta Arul Gupta Greater New York City Area Details
Arul Gupta's Imperial Capital, LLC Experience March 2009 - January 2010
Job Principal AltEnergy LLC
Industry Investment Management
Experience
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

Jeff Zolkin Jeff Zolkin Greater Los Angeles Area Details
Jeff Zolkin's Imperial Capital, LLC Experience September 2010 - Present
Job Head of Leveraged Finance at Imperial Capital, LLC
Industry Financial Services
Experience
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

Jack Rabinowitz Jack Rabinowitz Greater Los Angeles Area Details
Jack Rabinowitz's Imperial Capital, LLC Experience May 2004 - Present
Job Sales Trader at Imperial Capital LLC
Industry Financial Services
Experience
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

Christopher Provost Christopher Provost Dallas, Texas Details
Christopher Provost's Imperial Capital, LLC Experience 2003 - 2005
Job Managing Director at Fulcrum Capital
Industry Capital Markets
Experience
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

Joselyn Choi Joselyn Choi Los Angeles, California Details
Joselyn Choi's Imperial Capital, LLC Experience June 2014 - November 2014
Job Accounting Manager at Marlin Equity Partners
Industry Financial Services
Experience
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

Alexander G. Piper Alexander G. Piper United States Details
Alexander G. Piper's Imperial Capital, LLC Experience May 2005 - February 2010
Job Senior Vice President at Odeon Capital Group LLC
Industry Financial Services
Experience
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

Shivom Sinha Shivom Sinha San Francisco, California Details
Shivom Sinha's Imperial Capital, LLC Experience July 2012 - April 2013
Job Growth at NerdWallet
Industry Investment Management
Experience
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

Douglas Launer Douglas Launer New York, New York Details
Douglas Launer's Imperial Capital, LLC Experience June 2007 - January 2008
Job Client Coverage Executive at Dealogic
Industry Financial Services
Experience
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

Rob Rosenhaus Rob Rosenhaus New York, New York Details
Rob Rosenhaus's Imperial Capital, LLC Experience January 2012 - July 2014
Job Research Associate at Telsey Advisory Group
Industry Investment Banking
Experience
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

Brian Denes Brian Denes Greater New York City Area Details
Brian Denes's Imperial Capital, LLC Experience April 2014 - Present
Job High Yield / Distressed Research Associate
Industry Financial Services
Experience
Imperial Capital, LLC   April 2014 - Present
GlencoreXstrata Plc  April 2012 - March 2014

Education
Fairfield University   2007 — 2011
B.S., Finance

Greg Braje Greg Braje San Francisco Bay Area Details
Greg Braje's Imperial Capital, LLC Experience March 2005 - August 2007
Job
Industry Internet
Experience
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

Dan deCastro Dan deCastro New York, New York Details
Dan deCastro's Imperial Capital, LLC Experience January 2012 - June 2012
Job Cross Asset Sales at RW Pressprich
Industry Financial Services
Experience
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

Cameron Cleeton Cameron Cleeton Phoenix, Arizona Details
Cameron Cleeton's Imperial Capital, LLC Experience September 2002 - August 2003
Job Vice President Strategy and Integration at Radiology Partners
Industry Hospital & Health Care
Experience
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

Rachel Heller Rachel Heller Greater Los Angeles Area Details
Rachel Heller's Imperial Capital, LLC Experience June 2007 - November 2011
Job PennyMac
Industry Real Estate
Experience
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

Nathaniel Chang, CFA Nathaniel Chang, CFA Greater Los Angeles Area Details
Nathaniel Chang, CFA's Imperial Capital, LLC Experience May 2014 - January 2015
Job Investment Officer
Industry Investment Management
Experience
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

Dan McAnally Dan McAnally United States Details
Dan McAnally's Imperial Capital, LLC Experience May 2012 - September 2013
Job Alluvium Partners
Industry
Experience
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

Jessica Osowsky Jessica Osowsky Greater Los Angeles Area Details
Jessica Osowsky's Imperial Capital, LLC Experience May 2007 - May 2009
Job Graphic Designer at JES Graphic Design
Industry Graphic Design
Experience
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

Taylor Joseph Taylor Joseph New York, New York Details
Taylor Joseph's Imperial Capital, LLC Experience September 2011 - Present
Job Vice President, Institutional Sales at Imperial Capital, LLC
Industry Financial Services
Experience
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

Petr Grishchenko Petr Grishchenko Greater New York City Area Details
Petr Grishchenko's Imperial Capital, LLC Experience September 2013 - Present
Job Research Associate at Imperial Capital, LLC
Industry Financial Services
Experience
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

Christopher Shook Christopher Shook New York, New York Details
Christopher Shook's Imperial Capital, LLC Experience April 2014 - Present
Job Equity Research Associate at Imperial Capital, LLC
Industry Investment Banking
Experience
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)

Richard NeJame Richard NeJame New York, New York Details
Richard NeJame's Imperial Capital, LLC Experience April 2007 - June 2008
Job
Industry Financial Services
Experience
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

John Wlodek John Wlodek Los Angeles, California Details
John Wlodek's Imperial Capital, LLC Experience January 1995 - February 2000
Job Director of Research at Bradford & Marzec
Industry Investment Management
Experience
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

Paul Lyle Paul Lyle New York, New York Details
Paul Lyle's Imperial Capital, LLC Experience July 2014 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Investment Banking
Experience
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

Randy Bort Randy Bort Greater Los Angeles Area Details
Randy Bort's Imperial Capital, LLC Experience 2009 - 2012
Job Partner at SandTree Holdings, LLC
Industry Real Estate
Experience
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

Peter Marcil Peter Marcil New York, New York Details
Peter Marcil's Imperial Capital, LLC Experience July 1995 - September 1998
Job Managing Director at Bentley Associates
Industry Investment Banking
Experience
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.)

Peter Figueroa Peter Figueroa San Francisco Bay Area Details
Peter Figueroa's Imperial Capital, LLC Experience June 2006 - June 2008
Job Research Associate at BayStreet Research, LLC
Industry Market Research
Experience
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

Erin Corcoran Erin Corcoran Bay Shore, New York Details
Erin Corcoran's Imperial Capital, LLC Experience January 2014 - January 2014
Job Student at Harvard University
Industry
Experience
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

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