Key Principal Partners
Industry: Capital market company
DescriptionFounded: 1998
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Key Principal Partners Employees
Employee
Years
Job
Industry
Ross Giglio Ross Giglio's Key Principal Partners Experience June 2007 - August 2007
Job Acquisitions at Terreno Realty Corporation
Industry Real Estate
Experience
Terreno Realty Corporation July 2014 - Present
Starwood Capital Group June 2013 - August 2013
Oro Capital Advisors March 2013 - May 2013
Takoda Properties March 2010 - March 2013
BNP Paribas June 2008 - May 2012
Key Principal Partners June 2007 - August 2007
Skills
Capital Markets, Fixed Income, Equities, Private Equity, Corporate Finance, Financial Analysis, Investments, Asset Managment, Derivatives, Options, Emerging Markets, Quantitative Analytics
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Real Estate Investment Management
Colgate University 2004 — 2008
BA, Economics
Menlo School 2000 — 2004
High School
Terreno Realty Corporation July 2014 - Present
Starwood Capital Group June 2013 - August 2013
Oro Capital Advisors March 2013 - May 2013
Takoda Properties March 2010 - March 2013
BNP Paribas June 2008 - May 2012
Key Principal Partners June 2007 - August 2007
Skills
Capital Markets, Fixed Income, Equities, Private Equity, Corporate Finance, Financial Analysis, Investments, Asset Managment, Derivatives, Options, Emerging Markets, Quantitative Analytics
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Real Estate Investment Management
Colgate University 2004 — 2008
BA, Economics
Menlo School 2000 — 2004
High School
Jeffrey Gentsch Jeffrey Gentsch's Key Principal Partners Experience 2000 - 2004
Job Managing Director Gentsch Capital Partners
Industry Venture Capital & Private Equity
Experience
Gentsch Capital Partners January 2005 - Present
Washington University in St. Louis 2011 - Present
Missouri Baptist Medical Center 2010 - Present
AOAExcel January 2013 - May 2014
Washington University in St. Louis 1995 - December 2011
Key Principal Partners 2000 - 2004
Harbour Group 1992 - 1998
Barclays Bank 1990 - 1992
Continental Illinois National Bank 1986 - 1990
Skills
Private Equity, Management Buyouts, Board Level, Venture Capital, Mezzanine, Recapitalizations, Acquisitions, Mergers, Business Valuation, Capital, Corporate Development, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, M, Management, Strategy, Training, Valuation, Due Diligence
Education
Washington University in St. Louis - Olin Business School 1985 — 1986
Master of Business Administration (MBA)
The University of Kansas 1979 — 1983
BS, Biology
Gentsch Capital Partners January 2005 - Present
Washington University in St. Louis 2011 - Present
Missouri Baptist Medical Center 2010 - Present
AOAExcel January 2013 - May 2014
Washington University in St. Louis 1995 - December 2011
Key Principal Partners 2000 - 2004
Harbour Group 1992 - 1998
Barclays Bank 1990 - 1992
Continental Illinois National Bank 1986 - 1990
Skills
Private Equity, Management Buyouts, Board Level, Venture Capital, Mezzanine, Recapitalizations, Acquisitions, Mergers, Business Valuation, Capital, Corporate Development, Entrepreneurship, Finance, Financial Analysis, Financial Modeling, Investments, Leadership, M, Management, Strategy, Training, Valuation, Due Diligence
Education
Washington University in St. Louis - Olin Business School 1985 — 1986
Master of Business Administration (MBA)
The University of Kansas 1979 — 1983
BS, Biology
Phil Curatilo Phil Curatilo's Key Principal Partners Experience October 2006 - May 2011
Job Principal & Chief Marketing Officer at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners June 2011 - Present
Key Principal Partners October 2006 - May 2011
Westham Capital Partners June 2004 - October 2006
Riverside Partners June 1998 - May 2004
McClain Group, Inc. 1994 - 1996
Gemini Consulting/MAC Group 1992 - 1994
TeleTech 1987 - 1990
AT&T 1983 - 1987
Skills
Private Equity, Venture Capital, Mergers, Corporate Development, Financial Modeling, Valuation, Due Diligence, Private Placements, Divestitures, M&A experience, Investment Banking, Capital Raising, Corporate Finance, Capital, Mergers & Acquisitions, Acquisitions, Strategy, Capital Markets, Leveraged Finance, Business Development, Executive Management, Investor Relations, Investments
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Northeastern University
B.S., Business Administration
St. Joseph's High School
Cyprium Partners June 2011 - Present
Key Principal Partners October 2006 - May 2011
Westham Capital Partners June 2004 - October 2006
Riverside Partners June 1998 - May 2004
McClain Group, Inc. 1994 - 1996
Gemini Consulting/MAC Group 1992 - 1994
TeleTech 1987 - 1990
AT&T 1983 - 1987
Skills
Private Equity, Venture Capital, Mergers, Corporate Development, Financial Modeling, Valuation, Due Diligence, Private Placements, Divestitures, M&A experience, Investment Banking, Capital Raising, Corporate Finance, Capital, Mergers & Acquisitions, Acquisitions, Strategy, Capital Markets, Leveraged Finance, Business Development, Executive Management, Investor Relations, Investments
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Northeastern University
B.S., Business Administration
St. Joseph's High School
Andy Ieropoli's Key Principal Partners Experience September 1998 - October 2003
Job Home Remodeling Contractor
Industry Construction
Experience
Advance Home Improvement, LLC July 2005 - Present
American Greetings June 2004 - June 2005
Key Principal Partners September 1998 - October 2003
Skills
Home Remodeling, Kitchen, Bathroom Remodeling, Basements, Decks, Porches, Fences, Carpentry, Garages, Room Addition, Kitchen Cabinets, Outdoor Kitchens, Custom Remodeling, Renovation, Whole House Renovations, Plumbing, Water Damage, Home Improvement, Management, Customer Service, Budgets, Microsoft Excel
Education
University of Cincinnati 1992 — 1998
B.S., MBA, Civil Engineering, Finance
Advance Home Improvement, LLC July 2005 - Present
American Greetings June 2004 - June 2005
Key Principal Partners September 1998 - October 2003
Skills
Home Remodeling, Kitchen, Bathroom Remodeling, Basements, Decks, Porches, Fences, Carpentry, Garages, Room Addition, Kitchen Cabinets, Outdoor Kitchens, Custom Remodeling, Renovation, Whole House Renovations, Plumbing, Water Damage, Home Improvement, Management, Customer Service, Budgets, Microsoft Excel
Education
University of Cincinnati 1992 — 1998
B.S., MBA, Civil Engineering, Finance
Jo Ann Hudec's Key Principal Partners Experience 2010 - June 2011
Job Office Manager
Industry Retail
Experience
Columbus Consulting International August 2015 - Present
Cyprium Partners June 2011 - August 2015
Key Principal Partners 2010 - June 2011
Longbow Research 2009 - 2010
LakeWest Group 2000 - 2009
Education
Cuyahoga Community College 2001 — 2004
Business Management/Office Operations Management
Columbus Consulting International August 2015 - Present
Cyprium Partners June 2011 - August 2015
Key Principal Partners 2010 - June 2011
Longbow Research 2009 - 2010
LakeWest Group 2000 - 2009
Education
Cuyahoga Community College 2001 — 2004
Business Management/Office Operations Management
Chelsea Stoner Chelsea Stoner's Key Principal Partners Experience 2003 - 2006
Job General partner at Battery Ventures investing in B2B SaaS companies in vertical markets
Industry Venture Capital & Private Equity
Experience
Battery Ventures July 2006 - Present
Brightree July 2008 - Present
Avalara June 2012 - Present
Intacct Corporation February 2014 - Present
WebPT June 2014 - Present
Data Innovations LLC October 2010 - February 2015
Key Principal Partners 2003 - 2006
Classified Ventures September 2002 - July 2003
Merrill Lynch June 2002 - September 2002
Accenture September 1996 - September 2001
Skills
Corporate Development, Venture Capital, Private Equity, Mergers, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Growth Capital, Valuation, Investments, Entrepreneurship, Start-ups, LBO, Equities, Mergers & Acquisitions, IPO, M&A experience, Emerging Markets
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Strategy
Northwestern University 1992 — 1996
BS, Chemical Engineering
Battery Ventures July 2006 - Present
Brightree July 2008 - Present
Avalara June 2012 - Present
Intacct Corporation February 2014 - Present
WebPT June 2014 - Present
Data Innovations LLC October 2010 - February 2015
Key Principal Partners 2003 - 2006
Classified Ventures September 2002 - July 2003
Merrill Lynch June 2002 - September 2002
Accenture September 1996 - September 2001
Skills
Corporate Development, Venture Capital, Private Equity, Mergers, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Growth Capital, Valuation, Investments, Entrepreneurship, Start-ups, LBO, Equities, Mergers & Acquisitions, IPO, M&A experience, Emerging Markets
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance, Strategy
Northwestern University 1992 — 1996
BS, Chemical Engineering
Stephen Bradley Stephen Bradley's Key Principal Partners Experience November 2001 - May 2003
Job Entrepreneur with unique record of innovation, growth & market leadership in digital media & information
Industry Online Media
Experience
AuthorBee January 2012 - Present
Digital Media Wire 2011 - Present
Digital Entertainment Ventures 2011 - Present
Farmingville Capital February 2011 - January 2013
NPD Group March 2005 - February 2011
Revonet July 2003 - January 2005
Pandora 2002 - 2004
Key Principal Partners November 2001 - May 2003
XY Enterprise 2002 - 2003
VennWorks June 2000 - November 2001
Skills
Partnering, Entrepreneurial Skills, Digital Media, Entrepreneur, Publishing, Entrepreneurship, Strategy, Business Development, Integrated Marketing, Market Research, E-commerce, Management, New Media, Social Media, Marketing, Leadership, Start-ups, Competitive Analysis, Product Management, Facebook, B2B, Strategic Partnerships, Product Development, Mergers & Acquisitions, Executive Management, Analytics, Creative Direction
Education
Dartmouth College
AB, Computer Science, English
Faculte de Lyon
Liberal Arts
AuthorBee January 2012 - Present
Digital Media Wire 2011 - Present
Digital Entertainment Ventures 2011 - Present
Farmingville Capital February 2011 - January 2013
NPD Group March 2005 - February 2011
Revonet July 2003 - January 2005
Pandora 2002 - 2004
Key Principal Partners November 2001 - May 2003
XY Enterprise 2002 - 2003
VennWorks June 2000 - November 2001
Skills
Partnering, Entrepreneurial Skills, Digital Media, Entrepreneur, Publishing, Entrepreneurship, Strategy, Business Development, Integrated Marketing, Market Research, E-commerce, Management, New Media, Social Media, Marketing, Leadership, Start-ups, Competitive Analysis, Product Management, Facebook, B2B, Strategic Partnerships, Product Development, Mergers & Acquisitions, Executive Management, Analytics, Creative Direction
Education
Dartmouth College
AB, Computer Science, English
Faculte de Lyon
Liberal Arts
Nicholas Stone's Key Principal Partners Experience June 2007 - June 2011
Job Director at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners June 2011 - Present
Key Principal Partners June 2007 - June 2011
Northlight Capital May 2005 - May 2007
Akoya Capital, LLC September 2004 - May 2005
U.S. Capital Acquisitions, Inc May 2001 - August 2004
NASA - National Aeronautics and Space Administration - JSC January 2000 - August 2001
Education
The University of Chicago - Booth School of Business
MBA
Wichita State University
BA, International Business, Finance, Economics
Cyprium Partners June 2011 - Present
Key Principal Partners June 2007 - June 2011
Northlight Capital May 2005 - May 2007
Akoya Capital, LLC September 2004 - May 2005
U.S. Capital Acquisitions, Inc May 2001 - August 2004
NASA - National Aeronautics and Space Administration - JSC January 2000 - August 2001
Education
The University of Chicago - Booth School of Business
MBA
Wichita State University
BA, International Business, Finance, Economics
Timothy Aquino's Key Principal Partners Experience February 2008 - March 2010
Job Finance Director at GrafTech International
Industry Chemicals
Experience
GrafTech International May 2014 - Present
PolyOne Corporation February 2012 - April 2014
PolyOne Corporation November 2010 - February 2012
PolyOne Corporation March 2010 - November 2010
Key Principal Partners February 2008 - March 2010
Edgewater Capital Partners January 2007 - January 2008
KeyBanc Capital Markets June 2002 - January 2007
Skills
Corporate Finance, Forecasting, Finance, Strategy, Competitive Analysis, Management, Financial Analysis, Valuation, Cross-functional Team..., Mergers, Mergers & Acquisitions, Financial Reporting, Leadership, Analysis, Strategic Planning, Financial Modeling
Education
John Carroll University 1997 — 2001
B.S.B.A.
Villanova University
Six Sigma Green Belt
GrafTech International May 2014 - Present
PolyOne Corporation February 2012 - April 2014
PolyOne Corporation November 2010 - February 2012
PolyOne Corporation March 2010 - November 2010
Key Principal Partners February 2008 - March 2010
Edgewater Capital Partners January 2007 - January 2008
KeyBanc Capital Markets June 2002 - January 2007
Skills
Corporate Finance, Forecasting, Finance, Strategy, Competitive Analysis, Management, Financial Analysis, Valuation, Cross-functional Team..., Mergers, Mergers & Acquisitions, Financial Reporting, Leadership, Analysis, Strategic Planning, Financial Modeling
Education
John Carroll University 1997 — 2001
B.S.B.A.
Villanova University
Six Sigma Green Belt
John Sinnenberg's Key Principal Partners Experience February 1998 - May 2011
Job Chairman at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners June 2011 - Present
Key Principal Partners February 1998 - May 2011
Regis Capital Partners September 1995 - December 2009
Barclays Capital Mezzanine Group 1989 - 1995
Barclays Capital Mezzanine Group 1989 - 1995
Skills
Investments, Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Due Diligence, Valuation, M&A experience, Corporate Finance, Investment Banking, Financial Modeling, Entrepreneurship, Start-ups, Capital Markets, Equities, Alternative Investments, Capital Raising, LBO, IPO, Financial Structuring, Financial Analysis, Restructuring
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Bucknell University 1975 — 1979
BA, Economics
Cyprium Partners June 2011 - Present
Key Principal Partners February 1998 - May 2011
Regis Capital Partners September 1995 - December 2009
Barclays Capital Mezzanine Group 1989 - 1995
Barclays Capital Mezzanine Group 1989 - 1995
Skills
Investments, Venture Capital, Private Equity, Corporate Development, Mergers & Acquisitions, Due Diligence, Valuation, M&A experience, Corporate Finance, Investment Banking, Financial Modeling, Entrepreneurship, Start-ups, Capital Markets, Equities, Alternative Investments, Capital Raising, LBO, IPO, Financial Structuring, Financial Analysis, Restructuring
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
Bucknell University 1975 — 1979
BA, Economics
Matthew Brennan's Key Principal Partners Experience July 2000 - March 2011
Job Private Equity Professional at Industrial Growth Partners
Industry Venture Capital & Private Equity
Experience
Industrial Growth Partners August 2011 - Present
QPM Aerospace September 2009 - August 2011
Key Principal Partners July 2000 - March 2011
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Northwestern University 1988 — 1992
B.S., Industrial Engineering
Industrial Growth Partners August 2011 - Present
QPM Aerospace September 2009 - August 2011
Key Principal Partners July 2000 - March 2011
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA, Finance
Northwestern University 1988 — 1992
B.S., Industrial Engineering
Aimee May's Key Principal Partners Experience February 2007 - May 2011
Job Compliance Analyst at Cyprium Partners
Industry Financial Services
Experience
Cyprium Partners June 2011 - Present
Key Principal Partners February 2007 - May 2011
Ernst & Young June 2004 - June 2006
Ernst & Young January 2001 - June 2004
Education
Kent State University 1992 — 1997
Cyprium Partners June 2011 - Present
Key Principal Partners February 2007 - May 2011
Ernst & Young June 2004 - June 2006
Ernst & Young January 2001 - June 2004
Education
Kent State University 1992 — 1997
Patrick Gilbert's Key Principal Partners Experience August 2006 - July 2008
Job Director Summit Investment Management
Industry Financial Services
Experience
Summit Investment Management March 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2015
Miller Buckfire July 2010 - July 2013
Key Principal Partners August 2006 - July 2008
Skills
Valuation, Mezzanine, Strategy, Investments, Business Strategy, Emerging Markets, Leveraged Finance, Business Development, Portfolio Management, Competitive Analysis, Fixed Income, M&A experience, Asset Management, Mergers & Acquisitions, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Finance, MBA
Saint John's University 1998 — 2002
St. Thomas Academy 1992 — 1998
Summit Investment Management March 2015 - Present
Ameriprise Financial Services, Inc. September 2013 - February 2015
Miller Buckfire July 2010 - July 2013
Key Principal Partners August 2006 - July 2008
Skills
Valuation, Mezzanine, Strategy, Investments, Business Strategy, Emerging Markets, Leveraged Finance, Business Development, Portfolio Management, Competitive Analysis, Fixed Income, M&A experience, Asset Management, Mergers & Acquisitions, Corporate Finance, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Finance, MBA
Saint John's University 1998 — 2002
St. Thomas Academy 1992 — 1998
Terry Holderbaum's Key Principal Partners Experience February 2001 - September 2005
Job Network Administrator at Rapid Technology Solutions
Industry Information Technology and Services
Experience
Rapid Technology Solutions November 2009 - Present
Pioneer Consulting November 2009 - January 2014
Attevo, Inc. May 2009 - September 2009
SecureOSS, a Division of OOI Solutions, Inc. November 2005 - April 2009
OhioOnline November 2005 - April 2009
MCPc February 2003 - September 2005
Key Principal Partners February 2001 - September 2005
MCSI January 2000 - February 2002
Dreher Business Products, Inc February 1998 - January 2000
Skills
Security, Disaster Recovery, Requirements Analysis, Consultancy, Network Security, Vendor Management, Servers, Networking, Strategic Planning, Process Improvement, System Administration, Project Management, Software Development, Project Planning, Data Center, VMware, Troubleshooting, Integration, Virtualization, IT Operations, Enterprise Software, IT Management, Windows Server, Information Technology, CRM, Network Design, Managed Services, Change Management, Help Desk Support, Business Continuity, Professional Services, Software Documentation, Microsoft Exchange, Architecture, Firewalls, Microsoft SQL Server, Software Installation, Active Directory, Consulting, IT Strategy, Information Security, System Deployment, High Availability, Network Architecture, Enterprise Architecture, Consultants, Solution Architecture, Business Analysis, SaaS, SQL
Education
Cuyahoga Community College 1995 — 1995
Rapid Technology Solutions November 2009 - Present
Pioneer Consulting November 2009 - January 2014
Attevo, Inc. May 2009 - September 2009
SecureOSS, a Division of OOI Solutions, Inc. November 2005 - April 2009
OhioOnline November 2005 - April 2009
MCPc February 2003 - September 2005
Key Principal Partners February 2001 - September 2005
MCSI January 2000 - February 2002
Dreher Business Products, Inc February 1998 - January 2000
Skills
Security, Disaster Recovery, Requirements Analysis, Consultancy, Network Security, Vendor Management, Servers, Networking, Strategic Planning, Process Improvement, System Administration, Project Management, Software Development, Project Planning, Data Center, VMware, Troubleshooting, Integration, Virtualization, IT Operations, Enterprise Software, IT Management, Windows Server, Information Technology, CRM, Network Design, Managed Services, Change Management, Help Desk Support, Business Continuity, Professional Services, Software Documentation, Microsoft Exchange, Architecture, Firewalls, Microsoft SQL Server, Software Installation, Active Directory, Consulting, IT Strategy, Information Security, System Deployment, High Availability, Network Architecture, Enterprise Architecture, Consultants, Solution Architecture, Business Analysis, SaaS, SQL
Education
Cuyahoga Community College 1995 — 1995
Beth Laschinger's Key Principal Partners Experience March 2000 - June 2011
Job Partner at Cyprium Partners
Industry Venture Capital & Private Equity
Experience
Cyprium Partners November 2014 - Present
Cyprium Partners June 2011 - November 2014
Key Principal Partners March 2000 - June 2011
KeyBanc Capital Markets January 1999 - March 2000
Carleton, McCreary, Holmes & Co. June 1998 - January 1999
Skills
Financial Modeling, Due Diligence, Private Equity, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Dartmouth College 1994 — 1998
BA, Government
Cyprium Partners November 2014 - Present
Cyprium Partners June 2011 - November 2014
Key Principal Partners March 2000 - June 2011
KeyBanc Capital Markets January 1999 - March 2000
Carleton, McCreary, Holmes & Co. June 1998 - January 1999
Skills
Financial Modeling, Due Diligence, Private Equity, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA
Dartmouth College 1994 — 1998
BA, Government
Jon Herbst's Key Principal Partners Experience April 1998 - May 2007
Job Partner at Superior Street Partners
Industry Investment Management
Experience
Superior Street Partners June 2007 - Present
Key Principal Partners April 1998 - May 2007
Canterbury Capital May 1995 - April 1998
Barclays Bank 1990 - 1995
Israel Discount Bank of NY May 1988 - November 1990
Bank of America April 1987 - April 1988
Skills
Mezzanine, Private Equity, Recapitalizations, Buyouts, Growth Capital, Equities, Structured Finance, Venture Capital, Finance
Education
New York University 1987 — 1990
MA, Economics
Emory University 1982 — 1986
BA, Economics
Superior Street Partners June 2007 - Present
Key Principal Partners April 1998 - May 2007
Canterbury Capital May 1995 - April 1998
Barclays Bank 1990 - 1995
Israel Discount Bank of NY May 1988 - November 1990
Bank of America April 1987 - April 1988
Skills
Mezzanine, Private Equity, Recapitalizations, Buyouts, Growth Capital, Equities, Structured Finance, Venture Capital, Finance
Education
New York University 1987 — 1990
MA, Economics
Emory University 1982 — 1986
BA, Economics
Vanessa Indriolo Vreeland's Key Principal Partners Experience February 2000 - March 2006
Job Managing Director of Private Equity at Fifth Third Bank
Industry Venture Capital & Private Equity
Experience
Fifth Third Bank March 2006 - Present
Key Principal Partners February 2000 - March 2006
Skills
Private Equity, Portfolio Management, Investments, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Asset Management, Corporate Finance, Capital Markets, Finance
Education
Saint Mary's College 1995 — 1999
BBA, Finance
Fifth Third Bank March 2006 - Present
Key Principal Partners February 2000 - March 2006
Skills
Private Equity, Portfolio Management, Investments, Financial Modeling, Valuation, Alternative Investments, Due Diligence, Asset Management, Corporate Finance, Capital Markets, Finance
Education
Saint Mary's College 1995 — 1999
BBA, Finance
Akash Palkhiwala's Key Principal Partners Experience 1999 - 2001
Job Treasurer & SVP Finance @ Qualcomm
Industry Wireless
Experience
Qualcomm 2014 - Present
Qualcomm 2011 - 2014
Qualcomm 2007 - 2011
Qualcomm 2001 - 2007
Key Principal Partners 1999 - 2001
Skills
Strategy, Corporate Finance, Corporate Development, Valuation, Strategic Financial..., Investment Banking, Financial Modeling, Financial Analysis, Mergers, Mergers & Acquisitions, Capital Markets, Venture Capital, Finance
Education
University of Maryland College Park 1997 — 1999
MBA, Finance
L.D College of Engineering - Ahmedabad
Qualcomm 2014 - Present
Qualcomm 2011 - 2014
Qualcomm 2007 - 2011
Qualcomm 2001 - 2007
Key Principal Partners 1999 - 2001
Skills
Strategy, Corporate Finance, Corporate Development, Valuation, Strategic Financial..., Investment Banking, Financial Modeling, Financial Analysis, Mergers, Mergers & Acquisitions, Capital Markets, Venture Capital, Finance
Education
University of Maryland College Park 1997 — 1999
MBA, Finance
L.D College of Engineering - Ahmedabad
Jeffrey Mihalek's Key Principal Partners Experience November 2006 - December 2010
Job Director of Accounting at RMS Investment Group, LLC
Industry Investment Management
Experience
RMS Investment Group, LLC June 2013 - Present
Private Advisors, LLC October 2012 - June 2013
Cuyahoga Capital Partners LLC January 2011 - September 2012
Key Principal Partners November 2006 - December 2010
Skills
Private Equity, Investments, Accounting, Tax, Mutual Funds, Finance
Education
DePaul University 1999 — 2000
Master of Science (M.S.), Accountancy
The University of Chicago 1994 — 1998
Bachelor of Arts (B.A.), Psychology
RMS Investment Group, LLC June 2013 - Present
Private Advisors, LLC October 2012 - June 2013
Cuyahoga Capital Partners LLC January 2011 - September 2012
Key Principal Partners November 2006 - December 2010
Skills
Private Equity, Investments, Accounting, Tax, Mutual Funds, Finance
Education
DePaul University 1999 — 2000
Master of Science (M.S.), Accountancy
The University of Chicago 1994 — 1998
Bachelor of Arts (B.A.), Psychology
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial