Lazard Company
Industry: Asset management company
DescriptionLazard is a financial advisory and asset management firm that engages in investment banking, asset management, and other financial services primarily with institutional clients. It is the world's largest independent investment bank, with principal executive offices in New York City, Paris and London. Assets under management: 249 billion USD (2017) Headquarters: Hamilton, Bermuda Revenue: 2.65 billion USD (2017) Number of employees: 2,843 (2017) Subsidiaries: Lazard & Co., Limited, Lazard Middle Market LLC,
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Lazard Employees
Lazard 2012 - Present
Scotia Waterous 2007 - 2012
BMO Financial Group 2001 - 2007
Skills
Mergers & Acquisitions, Capital Raising, Oil & Gas: Exploration..., Corporate Finance, Capital Markets, Non-profit Boards, Investment Banking, Private Placements, Valuation, Business Valuation, M&A experience, Private Equity, Financial Structuring, LBO, Management, Finance, Due Diligence, Energy, Investments, Financial Modeling, Financial Analysis, Structured Finance
Education
Duke University
Master of Business Administration (MBA)
The University of Texas at Austin
Bachelor of Business Administration (BBA), Finance
Berkshire Capital April 2015 - Present
Lazard July 2011 - March 2015
Sandler O'Neill + Partners LP October 2009 - December 2010
KBW, Inc. August 1999 - October 2009
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Private Equity, Financial Institutions, Capital Markets, Financial Services, Securities, Equities, Financial Modeling, Management, Asset Management, Finance, Divestitures, Investments, Strategy, FINRA, Financial Markets, Corporate Finance, Portfolio Management, Hedge Funds, Fixed Income, Alternative Investments, Due Diligence, Acquisitions
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA - Finance and Information Technology
Lazard July 2015 - Present
Lazard June 2014 - August 2014
The Ayco Company, L.P. July 2013 - November 2013
Skills
Microsoft Office, Microsoft Excel, Bloomberg Terminal, Financial Modeling, Finance, Accounting, PowerPoint, Microsoft PowerPoint
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor of Business Administration (BBA), Finance and Accounting, Senior
Iconix Brand Group June 2014 - Present
Lazard March 2012 - June 2014
Bank of America Merrill Lynch August 2010 - March 2012
Booz Allen Hamilton April 2006 - May 2008
BearingPoint November 2004 - April 2006
Skills
Financial Modeling, Valuation, Capital Markets, Corporate Finance, Finance, LBO, Equity Research, DCF, Hedge Funds, Fixed Income, Leveraged Finance, Portfolio Management, Venture Capital, Asset Management, Derivatives, Structured Finance
Education
Keio University 2010 — 2010
Master of Business Administration (M.B.A.)
Duke University - The Fuqua School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Virginia Polytechnic Institute and State University - Pamplin College of Business 1999 — 2003
Bachelor's Degree, Finance
Perella Weinberg Partners August 2013 - Present
Perella Weinberg Partners July 2010 - July 2013
Lazard April 2010 - June 2010
Greenhill & Co. January 2010 - March 2010
HSBC Trinkaus & Burkhardt May 2009 - July 2009
Robeco Asset Management April 2008 - September 2008
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Strategy, Equity Research, Valuation, Private Equity, LBO, Bloomberg, Investments, Emerging Markets, Capital Markets, Due Diligence, Restructuring, Financial Modeling
Education
Erasmus University Rotterdam 2007 — 2008
MSc, Financial Economics
Ludwig-Maximilians Universität München 2003 — 2007
Diploma (MA), Economics
Hello Alfred August 2014 - Present
Workpop January 2014 - Present
BoxGroup May 2014 - August 2014
Scopely June 2013 - August 2013
Lazard June 2010 - June 2012
Lazard June 2009 - August 2009
I.M. Skaugen SE June 2008 - July 2008
Cheviot Asset Management Limited June 2008 - July 2008
Skills
Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance, Due Diligence, Emerging Markets, Economics, Venture Capital, Entrepreneurship, Bloomberg, LBO, Equities, Capital Markets, Energy, Eco Friendly, Strategy
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Harvard College 2006 — 2010
Bachelor of Arts (B.A.), Social Studies
Eton College 2001 — 2006
Lazard June 2015 - July 2015
Technology - X201 August 2014 - January 2015
Computer in Business - K201 August 2014 - December 2014
Agaci October 2013 - December 2013
Harper College August 2013 - December 2013
Dunkin' Brands August 2013 - December 2013
Cbazaar.com July 2013 - July 2013
Subway June 2011 - August 2011
Skills
Highly detail oriented, Customer Service, Public Speaking, Organization, Time Management, Teamwork, Retail, Data Analysis, Social Media
Education
Indiana University Bloomington 2013 — 2016
Finance
Harper College 2013 — 2014
Finance
Jawaharlal Nehru Technological University 2012 — 2013
Computer Science
Capricorn Healthcare & Special Opportunities (CHSO) September 2015 - Present
Genstar Capital August 2014 - September 2015
Lazard June 2012 - June 2014
Goizueta Investors August 2010 - May 2012
Lazard May 2011 - August 2011
Emory Quest Scholars August 2008 - May 2011
Edge Capital Partners, LLC May 2010 - August 2010
Education
Emory University 2008 — 2012
BBA
Wells Fargo Securities February 2014 - Present
Wells Fargo Securities July 2010 - Present
Lazard June 2009 - August 2009
Booz Allen Hamilton May 2008 - August 2008
Sterling-Rice Group 2005 - 2007
Signature Advertising 2002 - 2005
Skills
Financial Analysis, Business Development, Business Strategy, Market Research, Valuation, Marketing Strategy, Mergers, Data Analysis, Marketing, Corporate Finance, Strategy
Education
Georgetown University - The McDonough School of Business 2007 — 2010
Master of Business Administration (M.B.A.), Finance
Georgetown University - McCourt School of Public Policy 2007 — 2010
Master of Public Policy, International Development and Public Policy
Boston University 1998 — 2002
Bachelor of Science, Advertising
North Reading High School 1994 — 1998
Gartner April 2015 - Present
Wunderlich Securities December 2013 - March 2015
Lazard August 2011 - December 2013
Soleil Securities March 2010 - August 2011
Oppenheimer & Co. Inc. July 2007 - March 2010
Cypress Capital Group June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Equity Research, Series 7, Securities, Investments, Equity Trading, Series 63, Equity Capital Markets, Research, Equities, Capital Markets, Hedge Funds, Management, Bloomberg, Valuation, Institutional..., Financial Modeling, Fixed Income
Education
Elon University - Martha and Spencer Love School of Business 2003 — 2007
B.S. Business Administration, Finance
Elon University
Bachelor of Science (B.S.), Business Administration (Finance)
EKO Asset Management Partners July 2014 - Present
American Capital July 2009 - September 2011
Lazard July 2008 - July 2009
Wachovia June 2006 - June 2008
Skills
Valuation, Financial Modeling, Private Equity, Investment Banking, Financial Analysis, Investments, Alternative Investments, LBO
Education
Yale University 2012 — 2014
Master of Business Administration (MBA)
Hampden-Sydney College 2002 — 2006
Bachelor of Arts (B.A.), Economics and Commerce
The London School of Economics and Political Science (LSE)
Rothschild July 2015 - Present
Rothschild February 2014 - June 2015
The Valence Group March 2013 - January 2014
Lazard June 2012 - March 2013
Lazard Freres & Co. 2011 - January 2013
Skills
DCF, Bloomberg, Financial Modeling, Investment Banking, Valuation
Education
Georgetown University 2008 — 2012
Finance
Georgetown University - The McDonough School of Business 2008 — 2012
Lazard 2013 - Present
Olam International December 2012 - January 2013
Harvard Business School 2011 - 2013
Lazard June 2012 - August 2012
aidha Ltd 2010 - 2011
Singapore Economic Development Board (EDB) 2008 - 2011
HSBC May 2007 - July 2007
Yahoo! Software Development India Pvt Ltd June 2006 - August 2006
FaceTime Communications Inc July 2005 - June 2006
Skills
Global Business..., Corporate Finance, Negotiation, Agribusiness, Management, Mergers & Acquisitions, Financial Modeling, Economics, Emerging Markets
Education
Harvard Business School 2011 — 2013
MBA
CFA Institute 2008 — 2010
CFA charter
National University of Singapore 2003 — 2008
Bachelor of Engineering
Stanford University 2005 — 2006
Corpus Christi High School (Pallikoodam), Kerala , India 1990 — 2003
Indian School Certificate (ISC) and Indian Certificate of Secondary Education (ICSE)
Oaktree Capital Management July 2014 - Present
Oaktree Capital Management July 2013 - June 2014
Lazard July 2012 - June 2013
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Investment Banking
Education
Wharton School of Business 2010 — 2012
Master of Business Administration (M.B.A.), Finance, General
Duke University
Bachelor of Arts (BA)
Duke University School of Law
Doctor of Law (J.D.)
Lazard July 2014 - Present
Neighborhood Development Company June 2013 - August 2013
The Grosvenor Funds January 2013 - June 2013
Credit Suisse September 2008 - June 2012
Lehman Brothers July 2007 - September 2008
Education
Georgetown University - The McDonough School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Virginia 2003 — 2007
Bachelor of Arts (B.A.)
Lazard June 2014 - Present
Lazard May 2013 - July 2013
Goizueta Investment Management Group September 2012 - June 2013
American Axle & Manufacturing May 2012 - August 2012
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Class of 2014
Detroit Country Day School 2006 — 2010
Class of 2010
Rustic Pathways June 2015 - Present
United Way of San Diego County June 2014 - May 2015
CONNECT June 2012 - May 2015
BrightScope April 2011 - May 2015
RahRah Designs August 2012 - February 2015
Steelbranch June 2013 - August 2014
Consumer United November 2010 - April 2011
Lazard August 2009 - November 2010
Committee on Capital Markets Regulation June 2006 - June 2009
StyleFeeder 2009 - 2009
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Corporate Finance, Corporate Law, Valuation, Mergers, Financial Analysis, Start-ups, Private Equity, Finance, Strategy, Entrepreneurship, Investments, Corporate Development, Strategic Partnerships, Investor Relations, Financial Management, Business Strategy, IPO, Investment Banking, Portfolio Management, Market Analysis, Capital Markets, Equities, Business Development, Venture Capital, Financial Forecasting, Management, Strategic Planning, Financial Services, Leadership, Structured Finance, Executive Management, Acquisitions
Education
Harvard Law School 2006 — 2009
J.D., cum laude, Mergers & Acquisitions, Corporations, Securities Regulation, Taxation, Bankruptcy
Georgetown University 1999 — 2003
BSFS, magna cum laude, Finance and Economics
London School of Economics and Political Science 2001 — 2002
General Course, Economics
Lazard July 2006 - Present
Lazard January 2009 - January 2012
Lazard July 2006 - January 2009
Skills
Special Situations, Leveraged Finance, Restructuring, Debt Restructuring, Private Equity, Distressed Debt, Investment Banking, Valuation, Enterprise Valuation, Capital Structure, Chapter 11, Bankruptcy, Cash Flow Forecasting, Financial Modeling, Financial Advisory, Financial Analysis, Credit Analysis, Hedge Funds, Equity Capital Markets, Debt Capital Markets, Mergers, Business Acquisition, Company Acquisitions, Strategic Planning, Negotiation, Middle Market, Debt Recovery, Equity Valuation, Value Investing, Financial Markets, Corporate Finance, Business Strategy, Debt Structuring, Financial Planning, Debt Management, Business Valuation, Capital Markets, Corporate Development, Mergers & Acquisitions, LBO, DCF, Private Placements, M&A experience, High Yield, Alternative Investments
Education
Georgetown University 2002 — 2006
B.S., Finance, Accounting, Government
Georgetown University - The McDonough School of Business 2002 — 2006
B.S., Finance, Accounting, Government
UNSW Australia 2004 — 2004
Lazard April 2013 - Present
Palladium Equity Partners April 2010 - June 2012
Credit Suisse March 2006 - April 2010
Merrill Lynch July 2004 - March 2006
Skills
Private Equity, Alternative Investments, Investor Relations, Investment Banking
Education
NYU Stern School of Business 2009 — 2012
MBA, Strategy, Marketing, Management
Emory University
BBA, Business
Deutsche Bank August 2015 - Present
Hedge Fund December 2014 - February 2015
BNP Paribas February 2014 - December 2014
Lazard February 2012 - January 2014
Keefe, Bruyette & Woods August 2009 - December 2010
Fox-Pitt, Kelton June 2009 - July 2009
Keefe, Bruyette & Woods May 2008 - August 2008
UBS Wealth Management May 2005 - June 2005
Skills
Research, Excel, Bloomberg, PowerPoint, Equities, Financial Modeling, Equity Research, Series 7, Economics, Financial Analysis, Factset, SPSS, Banking, Equity Valuation, Bloomberg Terminal, Quantitative Analysis, Series 63, FIG, Structured Products, ETFs, Microsoft Excel, Financial Services, Asset Allocation, FINRA, Alternative Investments, Securities, Investment Strategies, Options, Asset Management, Capital Markets, Financial Institutions, Valuation, Corporate Finance
Education
Hamilton College 2005 — 2009
Economics
Moorestown Friends School 1992 — 2005
HS Diploma
ThinkContent January 2013 - Present
Been Mobile App October 2014 - March 2015
Vixely 2011 - 2012
Lazard Capital Markets 2010 - 2011
Lazard 2008 - 2010
PwC August 2006 - March 2008
Skills
Business Strategy, Corporate Finance, Equity Research, Digital Media, Consulting, Editing, Writing, Private Equity, Strategy, Investment Banking, Email Marketing, Content Strategy, Content Design, Content Development, Venture Capital, Digital Strategy, Finance, Capital Markets, Management, Entrepreneurship, Social Media, Mergers & Acquisitions, Social Media Marketing, Marketing, Due Diligence
Education
Hamilton College 2002 — 2006
BA, Economics, Africana Studies
ICR February 2006 - Present
Lazard May 2003 - January 2006
Skills
Financial Modeling, Equity Research, Capital Markets, Investor Relations, Strategic Communications, Investment Banking, Venture Capital, Equities, Valuation, Competitive Analysis, Private Equity, Investments, IPO, Hedge Funds, Strategy, Corporate Finance, Equity Valuation, Bloomberg, Series 7, M&A experience, Mutual Funds
Education
Fordham Gabelli School of Business 1997 — 2000
MBA, Finance
Fashion Institute of Technology 1986 — 1990
Marketing
Commack High School
MiniLuxe June 2014 - August 2014
AlpInvest Partners August 2011 - June 2013
Lazard July 2008 - June 2011
Skills
Financial Modeling, Corporate Finance, Investment Banking, LBO, Financial Structuring, Private Equity, Due Diligence, Research, Valuation, Venture Capital, Corporate Development
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
National Taiwan Normal University
University of Chicago
Economics, International Studies
Barclays Investment Bank July 2015 - Present
Lazard July 2011 - June 2015
Bank of America January 2009 - June 2011
Merrill Lynch April 2008 - December 2008
Jefferies & Company, Inc January 2004 - July 2006
PwC August 1999 - December 2003
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Corporate Finance, Private Equity, Mergers, Financial Analysis, Equity Research, Investments, Due Diligence, Equities, Mergers & Acquisitions, LBO
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Energy Finance
Georgetown University 1995 — 1999
Bachelors of Science, Finance, International Business
The London School of Economics and Political Science (LSE) 1997 — 1998
General Course, Accounting and Finance, Upper 2nds
Wellington Management September 2007 - Present
Wellington Management June 2006 - August 2006
Goldman Sachs July 2003 - July 2005
Lazard July 2001 - June 2003
Education
Harvard Business School 2005 — 2007
Masters of Business Administration
University of California, Berkeley 1997 — 2001
Bachelor of Science, Industrial Engineering
Canary & Wall LLC August 2009 - Present
Lazard 2006 - 2009
Skills
Valuation, Mergers, LBO, Sell Side, Buy-side, Investment Banking, Financial Modeling, Corporate Finance, Private Equity, Equities, Due Diligence, Capital Markets
Education
Harvard Business School
MBA
Northwestern University
BS
Brown Advisory September 2015 - Present
J.J. Haines February 2015 - September 2015
Merrill Lynch July 2014 - February 2015
Midnight Marketing Group January 2013 - August 2013
Lazard September 2012 - December 2012
Skills
PowerPoint, Research, Microsoft Office, Teamwork, Public Speaking, Customer Service, Team Leadership, Social Networking, Finance, Financial Analysis, Wealth Management, Financial Advisory
Education
Goucher College 2010 — 2014
Economics and Business Management with a concentration in Finance, Business/Managerial Economics
Traveling The World April 2015 - Present
Lazard January 2012 - Present
Wind-up Records March 2010 - September 2011
Quad Recording Studios March 2008 - March 2010
Asti Artist Management August 2008 - January 2009
Skills
Graphic Design, Music Industry, Music, Entertainment, Music Production, Social Media, Event Planning, Social Media Marketing, Social Networking, Event Management, Microsoft Office, New Media, Marketing, Digital Media, Public Relations, Microsoft Excel, Television, Advertising, Photoshop
Education
Full Sail University 2006 — 2008
Bachelor of Science, Music Entertainment Business
Full Sail University 2006 — 2008
Associate of Science, Recording Arts
Portland Community College 2005 — 2006
Santa Barbara City College 2004 — 2005
Lazard May 2011 - Present
John Hancock Life Insurance Company (U.S.A.) April 2008 - January 2011
FRESH Boston 2010 - 2011
CypressTree Investment Management June 2005 - April 2008
Skills
Event Planning, Event Management, Project Management
Education
Northeastern University 2008 — 2010
Bachelor of Science (B.S.), Leadership
Fisher College 2003 — 2005
Associate of Science (A.S.)
Brighton Health Group June 2014 - Present
athenahealth December 2013 - June 2014
athenahealth July 2012 - November 2013
Bessemer Venture Partners June 2011 - August 2011
CHL Medical Partners November 2008 - May 2010
Lazard July 2005 - October 2008
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Williams College 2001 — 2005
Bachelor of Arts (B.A.), Political Economy
The Boston Consulting Group September 2014 - Present
The Boston Consulting Group September 2012 - August 2014
The Boston Consulting Group May 2011 - August 2011
Yash Raj Films February 2007 - April 2010
Citigroup July 2005 - January 2007
Citigroup June 2004 - August 2004
Lazard June 2003 - August 2003
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, Business Strategy, Valuation, Strategy, Private Equity, Film, Corporate Development, Emerging Markets, Media & Entertainment, Mergers, Restructuring, Financial Structuring, Entrepreneurship, Investment Banking, Business Valuation, Business Development, Portfolio Management, Venture Capital, Economics, Statistical Modeling, Motion Pictures, Sports Management
Education
Harvard Business School 2010 — 2012
MBA, Management, Strategy
University of Pennsylvania 2001 — 2005
B.A.S, Systems Science & Engineering, Mathematics
University of Pennsylvania - The Wharton School 2001 — 2005
B.S.Econ, Finance, Accounting
IAC May 2015 - Present
Lazard August 2011 - April 2015
Permira Advisers June 2010 - August 2010
Elevation Partners August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Morgan Stanley July 2004 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Valuation, LBO, Due Diligence, Financial Analysis, Financial Modeling, Strategy, Restructuring, Investment Banking, Corporate Finance, Alternative Investments
Education
Harvard Business School 2009 — 2011
MBA
The Johns Hopkins University 2000 — 2004
BA, Economics
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Lazard January 2012 - Present
Lazard January 2009 - January 2012
Lazard September 2007 - January 2009
Skills
M&A Advisory Services, Strategic M&A, Consumer Products, M&A Negotiations, M&A analysis, International M&A, Cross-border M&A, M&A Modeling, M&A support, M&A tax, Food & Beverage, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
ESCP Europe 1995 — 1998
Finance, General
Incursion Voyages January 2015 - Present
Snowdon Partners January 2013 - Present
Hansa Heavy Lift GmbH June 2011 - August 2011
Oaktree Capital Management November 2006 - January 2010
Lazard July 2005 - October 2006
P&G May 2004 - August 2004
Skills
Operational Improvement, Restructuring, Private Equity, Due Diligence, Capital Structure
Education
Harvard Business School 2010 — 2012
MBA, General Management
McGill University 2002 — 2005
BCom, Finance Major
Marianopolis College 2000 — 2002
D.E.C., Commerce
Herzliah 1995 — 2000
Ink Revival May 2013 - Present
Lazard June 2012 - Present
Schurman Retail Group May 2011 - May 2012
Conde Nast January 2011 - May 2011
Conde Nast December 2010 - January 2011
Conde Nast May 2010 - August 2010
Education
Emmanuel College 2006 — 2010
Bachelor of Fine Arts degree
Simmons College
Apollo Global Management LLC August 2015 - Present
Lazard July 2013 - July 2015
The Blackstone Group June 2012 - August 2012
Education
Emory University - Goizueta Business School 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The Westminster Schools 2003 — 2009
Havas Worldwide November 2014 - Present
The Webby Awards September 2013 - Present
BETC September 2014 - November 2014
BETC (HAVAS WW) August 2011 - August 2014
Publicis Conseil November 2009 - August 2011
Publicis London January 2009 - October 2009
Lazard January 2008 - August 2008
HSBC July 2007 - December 2007
Christian Dior Couture June 2006 - September 2006
Education
EDHEC Business School 2005 — 2009
Master of science in Management
Lycée Carnot, Paris 2003 — 2005
Prépa HEC
University of California, Berkeley
Marketing & Advertising
Quintiles September 2015 - Present
Quintiles July 2014 - September 2015
Quintiles June 2013 - June 2014
Quintiles March 2012 - May 2013
Lazard July 2011 - April 2012
National Institutes of Health March 2009 - September 2010
PRstore October 2006 - May 2008
Skills
Microsoft Office, Microsoft Excel, Event Planning, PowerPoint, Customer Service, Social Media, Marketing, Leadership, Microsoft Word, Pharmaceutical Industry, Outlook, Project Management
Education
East Carolina University 2002 — 2006
Bachelor of Arts, Communications- PR, English
Lazard May 2015 - Present
HSBC August 2014 - May 2015
Wellbridge August 2010 - August 2014
Deutsche Bank June 2013 - August 2013
Deloitte 2012 - 2012
Skills
Accounting, Tax, Financial Accounting, Financial Reporting, Auditing, Microsoft Excel, Financial Analysis, Journal Entries, Microsoft Word, Microsoft Office, Corporate Finance, Analysis, Research
Education
Goizueta Business School, Emory University 2010 — 2013
Bachelor of Business Administration (BBA), Finance, Accounting (CPA)
Chamblee High
Baring Private Equity Asia June 2014 - August 2014
Advent International 2011 - 2013
Lazard 2009 - 2011
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2006 — 2009
BSBA, summa cum laude
University of Oxford - Trinity College 2008 — 2008
Peek.com June 2014 - August 2014
JH Partners July 2010 - July 2013
Lazard July 2007 - July 2010
New Vantage Group June 2006 - August 2006
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Investments, Corporate Finance, Mergers & Acquisitions, Strategy, Business Strategy, Due Diligence, Financial Analysis, Business Development, Venture Capital, Entrepreneurship, Management, Finance, Analysis, International Expansion, Market Research, Portfolio Management, Restructuring
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2003 — 2007
BS
Universidad Autónoma de Madrid 2006 — 2006
Bonita Vista High 1999 — 2003
Merced Capital (formerly EBF & Associates) March 2012 - Present
EBF & Associates 2008 - Present
Lazard 2005 - 2008
Jeffrey Slocum 2003 - 2005
Education
Drake University 1999 — 2003
BS, Majors: Finance and International Business
Apax Partners September 2009 - Present
TriZetto, A Cognizant Company 2013 - 2013
TIVIT 2011 - 2012
Redwood Capital Management, LLC May 2008 - August 2008
Apax Partners August 2005 - July 2007
Goldman Sachs May 2004 - July 2005
Lazard July 2003 - May 2004
Richards Investment Capital May 2002 - August 2002
Motorola 1999 - 2000
Skills
Equities, Hedge Funds, Financial Modeling, Investments, Private Equity, Valuation, Investment Banking, Corporate Development, LBO, Venture Capital, Mergers & Acquisitions
Education
Harvard Business School 2007 — 2009
MBA
University of Pennsylvania - The Wharton School 1999 — 2003
BS
Plantation High School (Plantation, FL) 1995 — 1999
Nova high school
Nova high school
Atlas Placement Advisors, LLC January 2012 - Present
Mercury Capital Advisors October 2009 - February 2012
Merrill Lynch Private Equity Funds Group August 2007 - October 2009
GE August 2006 - August 2007
Lazard September 1996 - August 2006
Skills
Venture Capital, Alternative Investments, Investments, Emerging Markets, Investor Relations, Private Placements, Asset Managment, Equities, Fund Of Funds, Fixed Income, Hedge Funds, Investment Management, Asset Management
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
MBA
Georgetown University 1971 — 1975
BS, Foreign Service
Current Capital LLC 2008 - Present
Wachovia Securities 2007 - 2008
Revolution Living 2005 - 2007
The Cypress Group 2002 - 2004
Bear Stearns & Co. 2001 - 2002
toysrus.com 2000 - 2001
Lazard 1988 - 1999
Skills
Hedge Funds, Valuation, Financial Modeling, Capital Markets, Recapitalizations, Financial Analysis, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Equities, Portfolio Management, Investments, Investment Banking, Finance, Leveraged Finance, Business Strategy, Restructuring, IPO
Education
Harvard Business School 2010 — 2010
Executive Education Program - Corporate Governance
The London School of Economics and Political Science (LSE) 1984 — 1985
Msc, Accounting & Finance
Emory University 1982 — 1984
BBA, Accounting
Lazard May 2015 - July 2015
Voya Investment Management September 2014 - October 2014
Kroll Bond Rating Agency, Inc. June 2014 - August 2014
Townhouse Partners July 2013 - August 2013
Sands Point Golf Club March 2009 - June 2013
Skills
Microsoft Excel, PowerPoint, Teamwork, Due Diligence, Microsoft Word, Leadership, Bloomberg Terminal, Project Management, Data Analysis, Strategy, Financial Modeling, Financial Analysis
Education
Emory University - Goizueta Business School 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Accounting, Strategy & Management Consulting
Yorktown Partners LLC April 2015 - Present
Oakcliff Capital June 2004 - Present
Brave Warrior Advisors January 2010 - December 2010
Girls Prep Charter School October 2002 - June 2009
Lazard 1993 - 2004
Broadview International September 1989 - May 1991
Education
Harvard Business School 1991 — 1993
MBA
University of Cambridge 1988 — 1989
M.Phil
Yale University 1984 — 1988
BA
FTI Consulting September 2015 - Present
Deloitte September 2012 - September 2015
Deloitte June 2011 - August 2011
Deloitte June 2010 - August 2010
BNY Mellon June 2009 - August 2009
Lazard July 2004 - July 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Conversational Spanish, Auditing, Accounting, Financial Accounting
Education
Fordham University
Bachelor of Science (B.S.), Accounting
Fordham University - Graduate School of Business Administration
Master's degree, Professional Accounting
RJH Real Estate Venture LLC July 2013 - Present
Lazard January 2013 - April 2013
Lazard 2005 - 2013
PNC 2003 - 2005
Merrill Lynch 1998 - 2002
Merrill Lynch 1994 - 1998
Merrill Lynch 1986 - 1993
Skills
Risk Management, Finance, Auditing, Corporate Finance, Financial Risk, Accounting, Capital Markets, Management, Budgets, Financial Services, Cash Management, Consolidation, Asset Management, Executive Management, Policy
Education
Fairleigh Dickinson University
Bachelor’s Degree, Accounting
Coller Capital June 2014 - August 2014
YPlan June 2013 - August 2013
Nomura August 2010 - July 2013
Lazard June 2009 - June 2010
Bank of America June 2008 - August 2008
Citi June 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Skills
Valuation, Investment Banking, Equity Research, Bloomberg, Financial Modeling, Matlab, Stata, Corporate Finance, Derivatives, Equity Derivatives, DCF, Emerging Markets, Capital Markets, Financial Analysis, Private Equity, Due Diligence, Equities, Data Analysis
Education
Harvard Business School 2013 — 2015
Yale University 2007 — 2009
Bachelor of Arts (B.A.), Economics & Mathematics, 3.92
Vassar College 2005 — 2007
Bachelor of Arts (B.A.), Economic and Mathematics
J.P. Morgan June 2010 - Present
Lazard February 2007 - June 2010
Cravath, Swaine & Moore LLP October 2004 - January 2007
Education
Harvard Law School 2001 — 2004
J.D.
Emory University 1997 — 2001
Bachelor of Arts (B.A.), Political Science and Government
Grapevine High School, Grapevine, Texas 1994 — 1997
Lazard June 2015 - Present
Lazard May 2014 - August 2014
Massey Knakal Realty Services June 2013 - August 2013
Skills
Valuation, Public Speaking, PowerPoint, Forecasting, Research, Big Data, Investment Banking, Bartending, Financial Modeling, M&A analysis, Soccer, Resource Allocation, Investments, Soccer Coaching, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Finance and Financial Management Services
Firsthand Inc May 2010 - Present
McKinsey & Company May 2009 - August 2009
McKinsey & Company July 2007 - August 2008
McKinsey & Company May 2006 - June 2007
Lazard May 2005 - August 2005
Norwegian Army August 2001 - July 2002
Skills
Entrepreneurship, Venture Capital, Start-ups, Strategy, Business Strategy, Management Consulting, Corporate Development, Financial Modeling, Private Equity, Valuation, Executive Management, Mergers & Acquisitions, Due Diligence, Corporate Finance, Leadership, Business Development, Strategic Partnerships, Strategic Consulting, Product Management, Analytics, Mergers, Management, Sales Management, Account Management, Client Relations, Career Counseling, Career Education, Accounting, Strategic Planning, Public Speaking, Teaching, Higher Education
Education
Harvard Business School 2008 — 2010
MBA
University of Pennsylvania 2002 — 2006
BA, Political Science
University of Pennsylvania - The Wharton School 2002 — 2006
BS, Finance
St. Olav videregående skole 1998 — 2001
High School, International Baccalaureate
Lazard May 2015 - Present
SunTrust Robinson Humphrey June 2014 - April 2015
SunTrust Robinson Humphrey May 2013 - July 2013
Skills
Mergers & Acquisitions, Financial Modeling, Corporate Finance, LBO, Leveraged Finance, IPO, SNL, VBA, Capital IQ, FactSet
Education
Goizueta Business School, Emory University 2010 — 2014
BBA, Finance & Accounting, Physics minor
Charlotte Latin School 2006 — 2010
High School
WellPoint / Anthem February 2014 - Present
APS Healthcare April 2012 - February 2014
Hudson Insurance Group July 2006 - April 2012
Lazard 2002 - 2005
Covansys 1999 - 2002
Skills
Sql Server Integration..., Informatica, Business Objects Data..., Microsoft Data..., Sagent Design Studio, SQL Server Management..., Oracle, Sybase, MS Access, Active Batch, Autosys, Business Objects..., Citrix, Terminal Services, Symantec PC Anywhere, ERWin, PVCS / Merant Version..., Visio, Business Objects..., Central Management..., Webintelligence Reporter, Webintelligence server..., Embarcadero DBArtisan, Quest Sql Navigator..., BMC SQL Programmer..., PL/SQL, Access, SSRS, Business Intelligence, ETL, Data Warehouse..., Stored Procedures, SDLC, Data Quality, Data Analysis, Microsoft SQL Server, SQL, Database Design, Databases, Crystal Reports, Embarcadero, Visual Basic, VBA, Data Warehousing, Data Integration, Business Objects, Insurance, Data Modeling, SSIS, Erwin
Education
Insurance Institutes of America 2010 — 2012
Associate's degree, Associate in Insurance Accounting & Finance (AIAF)
The Insurance Institutes of America 2010 — 2012
Associate's degree, Insurance Regulation and Compliance
Eastern Michigan University 1997 — 1999
Master of Business Administration (M.B.A.), Information Systems Specialization, Eastern Michigan Univ. Graduate School Outstanding Academic Achievement Award
University of Michigan 1990 — 1994
Bachelor of Arts (B.A.), Psychology and Sociology, Graduated with "High Distinction"
Lazard June 2015 - Present
Lazard June 2014 - August 2014
ZS Associates July 2011 - June 2013
ZS Associates June 2009 - June 2011
Skills
Leadership, Investment Banking, Management Consulting, Financial Modeling, Analytics, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, LBO, Financial Services, Private Equity, Venture Capital, Capital Markets, Equities, Emerging Markets, Business Strategy, Competitive Analysis
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), Dual Concentration in Financial Analysis and Corporate Strategy
SDA Bocconi 2015 — 2015
Master of Business Administration (MBA), Spring Term Exchange Student
Indian Institute of Technology, Kharagpur 2005 — 2009
Bachelor of Technology (BTech), Mechanical Engineering
Lazard February 2014 - Present
Simpson Thacher & Bartlett LLP November 2011 - January 2014
Simpson Thacher & Bartlett LLP May 2010 - August 2010
King & Wood May 2009 - July 2009
Skills
Legal Research, Corporate Law, Legal Writing, Securities Regulation, Intellectual Property, Corporate Governance, Financial Modeling, Corporate Finance, Investment Banking, Capital Markets, Mergers, Due Diligence
Education
Duke University School of Law 2008 — 2011
JD/LLM
Washington University in St. Louis
BA, Economics, History
General Mills June 2012 - Present
Procter & Gamble May 2011 - August 2011
Lazard July 2007 - March 2010
Deloitte June 2005 - August 2005
Deloitte June 2004 - August 2004
Skills
Strategy, Financial Modeling, Competitive Analysis, Product Management, Brand Management, Market Analysis, Leadership, Marketing, Mergers & Acquisitions, Financial Analysis, Analysis, E-commerce, Valuation, Analytics, Finance
Education
Duke University - Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA), Market Analysis and Strategy
University of Melbourne - Melbourne Business School 2012 — 2012
Wheaton College 2003 — 2007
Bachelor of Arts (BA), Business/Economics and Music (Harp)
Washington Square Films September 2015 - Present
ASC Alaska June 2015 - Present
Washington Square Films May 2015 - September 2015
Lazard October 2013 - September 2015
Half Yard Productions January 2015 - March 2015
The ASG Project June 2014 - January 2015
Photogenic Inc. March 2010 - September 2012
Gavin Thomas March 2008 - July 2008
Skills
Film Production, Film Editing, Video Editing, Video Production, Directing Talent, Assistant Directing, Production Assistance, Office Management, Photography, Event Photography, Portrait Photography, Photoshop, Avid Media Composer, Final Cut Pro, Microsoft Office, Outlook, Lotus Notes, Office Administration, Executive..., Administrative..., Receptionist Duties, Proofing, Social Media, Social Media Outreach, Script Coverage, Screen writi, Creative Writing, Adobe Creative Suite, Adobe Acrobat, PDF Creator, Nuance, Sales, Supervisory Skills, Customer Service, Organization Skills, At Multitasking, Time Management, Research, Resourceful in the..., Screenwriting, Management, Leadership, High-end Retouching, Facebook, Editing, Microsoft Word, Microsoft Excel, Social Media Marketing
Education
Emerson College 2009 — 2013
Bachelor of Fine Arts (BFA), Film Production
School of Visual Arts 2006 — 2008
Filmmaking and Screenwriting
Croton Harmon High School 2005 — 2009
High School
Lazard October 1999 - Present
History October 1993 - October 2009
Skills
Microsoft Office, Project Management, IT Strategy, Software Project..., IT Management, Interaction Design, iPad, System Deployment, Software Development, Off-shore Project..., Off-shore Team..., Off-shore Teams, Master of Ceremonies, Teleprompter, Software Documentation, earprompter, elearning, ePub, Video, E-Learning, Change Management, Training, Management, Strategy, VBA, Technical Support, Vendor Management, Managing Project Budgets, Business Travel, Business Analysis, Disaster Recovery, Market Data, Investment Banking, Outsourcing, Budgets
Education
Eastman School of Music
Manhattan School of Music
New York University 2013 — 2013
National Football League July 2013 - Present
Lazard June 2011 - June 2013
Lionsgate January 2011 - May 2011
Indian Film Festival of Los Angeles March 2011 - April 2011
Barclays Capital June 2010 - August 2010
White Hawk Holdings Pvt. Ltd. September 2006 - December 2007
Skills
Mergers & Acquisitions, Investment Banking, Start-ups, Corporate Development, Analytics, Business Development, Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Equities, Bloomberg, Investments, Capital Markets, Due Diligence, LBO, Equity Research, Venture Capital, Hedge Funds, Acquisitions
Education
Emory University - Goizueta Business School 2008 — 2011
BBA, Finance & Marketing
Oddo New York April 2015 - Present
Oddo New York September 2005 - April 2015
BBVA January 2003 - August 2005
Lazard September 2001 - March 2002
JPMorgan Chase May 2000 - September 2001
Skills
Investment Banking, Capital Markets, Financial Markets, Equities, Bloomberg, Fixed Income, Derivatives, Hedge Funds, Equity Research, Valuation, Portfolio Management, Corporate Finance, Equity Trading, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Finance, Mutual Funds, Investments, Asset Management
Education
ESCP-EAP 1996 — 1999
Master's degree, Major in Finance
Université Paris Dauphine 1994 — 1996
Deug MASS, Macroeconomics, Microeconomics
Lycee Stanislas
Baccalaureat Scientifique
Castle Harlan July 2014 - Present
Guggenheim Securities July 2013 - July 2014
Morgan Joseph TriArtisan LLC September 2012 - June 2013
Fulcrum Equity Partners June 2011 - September 2012
Lazard May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Business Acquisition, Valuation, Mergers, Finance, Research, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Investments, Leveraged Finance, Fixed Income, Asset Management, Restructuring
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelors in Business Administration
Berkeley Preparatory School
Lazard June 2015 - Present
Lazard May 2014 - July 2014
Goizueta Business School August 2012 - January 2014
David A. Noyes & Co. May 2013 - August 2013
The Active Network May 2012 - August 2012
Goizueta Business School December 2011 - January 2012
La Paix Cafe June 2011 - July 2011
The Active Network May 2010 - July 2010
Skills
Research, Finance, Customer Service, Leadership, Microsoft Office, Marketing, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Sales, Fundraising, Nonprofits, Higher Education, Access, Spanish, Financial Analysis, Market Research, Statistics, Analysis, Facebook
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor Business Administration, Finance, Accounting
Carmel High School 2007 — 2011
Core 40 diploma with honors
Emory University
Emory University
Deloitte Consulting March 2015 - Present
Ernst & Young June 2013 - March 2015
FTI Consulting May 2005 - July 2012
Lazard July 2003 - March 2005
The Shattan Group November 2002 - May 2003
JPMorgan Chase April 1999 - July 2002
Skills
Marketing, Event Planning, Social Media, Microsoft Excel, Outlook, PowerPoint, Event Management, Customer Service, Proposal Writing, Microsoft Office, Public Speaking, Social Media Marketing, Team Building, Recruiting, Management, Microsoft Word, Research, Workshop Facilitation, Project Management, Budgets, Television Production, Video Production
Education
University of Maine 1993 — 1996
B.A, Theater Arts
University of Maine 1993 — 1996
B.A, Theater Arts
Fisher College 1991 — 1993
Associate, Science
IFC - International Finance Corporation June 2011 - Present
Palladio Finanziaria - Venice Spa December 2007 - December 2009
Mittel Group 2005 - 2006
Lazard 2002 - 2005
Schroder Salomon Smith Barney (Citigroup) 1996 - 2002
IFC - International Finance Corporation 1992 - 1994
Merrill Lynch 1990 - 1992
Skills
Restructuring, Mergers, Business Valuation, Deal Execution, Private Equity, Emerging Markets, Project Finance, Corporate Finance, Acquisitions, Equities, Finance, Investment Banking, Valuation
Education
INSEAD 1994 — 1995
MBA
Georgetown University 1986 — 1990
BSFS cum laude
Lazard January 2015 - Present
Lazard December 2013 - December 2014
Zolfo Cooper 2011 - November 2013
Sound Lacrosse Camps May 2010 - August 2010
Align Communications June 2008 - August 2008
Philmont Backpacking Expedition June 2006 - June 2006
Education
Fairfield University 2007 — 2011
Bachlor of Science, Finance
Fairfield University 2007 — 2011
Bachelor of Science, Finance
Universitat Autònoma de Barcelona
Spanish language and Art History
Royce & Associates June 2006 - Present
Neuberger Berman November 2004 - June 2006
Pequot Capital January 2001 - December 2003
Bear Stearns January 1998 - January 2001
Value Partners Limited 惠理基金 June 1994 - August 1994
Lazard July 1992 - June 1994
Skills
Investments, Portfolio Management, Equity Research, Equities, Valuation, Mutual Funds, Hedge Funds, Emerging Markets, Asset Management, Mergers & Acquisitions, White Papers, Market Analysis, Small Cap, International Equities, Commentating, Television, Value Investing, Asset Allocation, Economic Research, Capital Structure, Equity Valuation, Fundamental Analysis, Risk Management, Capital Markets, Management, Corporate Governance, Marketing Communications
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Harvard University 1991 — 1992
Master's Degree, History of Science, 3.6/4.0
Williams College 1989 — 1991
Bachelor's Degree, Political Science, 3.7/4.0
Lazard Frères & Co. May 2015 - Present
Lazard May 2014 - July 2014
Emory Hedge Fund Competition August 2013 - May 2014
Associate Clinical Professor of Gastroenterology June 2013 - August 2013
Saint Barnabas Medical Center September 2007 - June 2011
Skills
PowerPoint, Microsoft Excel, Corporate Finance, Microsoft Office Excel, Microsoft Office Word, Computer Hardware, Organic Chemistry, Access, Microsoft Office..., Microsoft Office Access, Investment Banking, Private Equity, Data Analysis, Statistics, Microsoft Word
Education
Emory University - Goizueta Business School 2012 — 2015
Bachelor's degree, Business Administration and Management, Finance
Emory University 2011 — 2015
Bachelor of Arts (B.A.), Finance (B.A.), Pre-Medical
Livingston High School 2007 — 2011
Lazard July 2014 - Present
Lazard Freres & Co. June 2012 - July 2014
Emory University August 2010 - May 2012
Emory University August 2010 - May 2012
Private Tutor August 2010 - May 2012
Emory University School of Medicine June 2011 - August 2011
Emory University August 2010 - May 2011
Skills
M&A analysis, Business Strategy, Competitive Analysis, Financial Modeling, Financial Statement..., Corporate Development, Management Consulting, Data Analysis, Valuation, Microsoft Office, Mergers & Acquisitions, Econometrics
Education
Emory University 2008 — 2012
Bachelor of Arts (B.A.), Strategic and Financial Economics, Mathematics
Goldin Associates, LLC 2015 - Present
Millstein & Co. 2012 - 2015
Gleacher & Company 2007 - 2011
Lazard 1999 - 2007
Deutsche Bank 1994 - 1999
The Chase Manhattan Bank 1986 - 1991
Skills
Finance, Restructuring, Corporate Law, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
Kinetics Energy Services March 2015 - Present
Simmons & Company International August 2013 - March 2015
Simmons & Company International August 2010 - July 2013
Lazard June 2009 - August 2009
Simmons & Company International July 2005 - June 2008
Skills
Petroleum, Management Consulting, Strategic Planning, Finance, Strategy, Entrepreneurship, Business Development, Management, Start-ups
Education
Harvard Business School 2008 — 2010
MBA
Tulane University 2001 — 2005
BSM, Finance and Accounting
Tulane University 2001 — 2005
BS, Psychology
SPINEART USA January 2014 - Present
SPINEART November 2013 - Present
SPINEART October 2011 - November 2013
Lazard January 2010 - October 2011
Lazard November 2008 - December 2009
Lehman Brothers August 2007 - November 2008
Lehman Brothers July 2005 - July 2007
VINCI Investments April 2004 - June 2005
Skills
Investment Banking, Corporate Development, Corporate Finance, Operations Management, Capital Raises, Medical Technology, Mergers, Mergers & Acquisitions, Private Placements, Business Development, Investments, Healthcare Industry, Financial Structuring, M&A experience, Finance, Venture Capital, Project Finance, Medical Devices, Private Equity, Business Strategy, Valuation, Strategy
Education
Ecole polytechnique 2001 — 2005
MS
Said Business School 2004 — 2005
MSc
Isles Ranch Partners March 2014 - Present
Lazard June 2012 - March 2014
Mountain Real Estate Capital, LLC November 2009 - June 2012
CarVal Investors October 2008 - November 2009
GMAC-ResCap May 2004 - August 2008
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Master of Business Administration
Drake University 2000 — 2004
BSBA
Wayzata High School 1997 — 2000
TravelClick July 2012 - Present
Lazard March 2001 - July 2012
SIAC 2000 - 2001
Skills
Performance Tuning, Disaster Recovery, Database Administration, RMAN, Solaris, oracle 11g certification, Unix, Databases, SQL Tuning, Database Design, High Availability
Education
Stevens Institute of Technology 2009 — 2011
MBA, Technology Management
Gujarat University
Bachelor of Engineering (BE), Chemical Engineering
Lazard January 2014 - Present
Lazard October 2012 - December 2013
Lazard Freres & Co. April 2011 - October 2012
EDF Energies Nouvelles September 2007 - April 2011
Easenergy September 2006 - September 2007
University of California, Berkeley/ European Commission September 2005 - August 2006
Michelin September 2003 - July 2004
Laboratoire Central des Ponts et Chaussées (LCPC) April 2002 - July 2002
Skills
Mergers & Acquisitions, Financial Modeling, Venture Capital, Investment Banking, Renewable Energy, Due Diligence, Project Finance, Corporate Finance, Energy, Energy Industry, Mergers, Private Equity, Cleantech, Financial Analysis, Solar Energy, Technology, Finance, M&A experience, Solar Power, Wind, Energy Sector, M&A execution, Start-ups, Energy Efficiency, Business Strategy, Valuation, Emerging Markets, Leveraged Finance, Corporate Development
Education
ESCP Europe 2010 — 2010
Entrepreneurship, Finance
University of California, Berkeley 2004 — 2005
Master of Science, Engineering and Project Management
Ecole Nationale des Ponts et Chaussées 2001 — 2005
Master of Science, Management and Industrial Engineering
CDI Corporation June 2015 - Present
Day & Zimmermann 2011 - June 2015
Hamilton Lane 2010 - 2011
Milestone Partners 2009 - 2010
Lazard 2007 - 2009
Broadpoint Gleacher 2006 - 2007
Skills
Valuation, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Modeling, Financial Analysis, Venture Capital, Strategy, M&A Negotiations, Investment Banking, Emerging Markets, Mergers & Acquisitions, Business Valuation, M&A experience
Education
Georgetown University 2002 — 2006
B.S.B.A., Finance & Management
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance & Management
Lazard July 2004 - Present
Lazard June 2003 - December 2003
Skills
Investment Banking, Financial Institutions, Mergers, Insurance, Financial Advisory, Corporate Development, Mergers & Acquisitions, Financial Modeling
Education
Massachusetts Institute of Technology 2002 — 2004
M.S., Technology and Policy
Ecole polytechnique 1999 — 2002
Master of Science (M.S.), Economics
Lycée privé Sainte Geneviève 1997 — 1999
Bellevue
Lazard January 2015 - Present
Lazard January 2012 - December 2014
Lazard January 2009 - December 2011
Lazard March 2006 - December 2008
Education
Grenoble Ecole de Management 2002 — 2005
Master
Université Nice Sophia Antipolis 1998 — 2002
Bill & Melinda Gates Foundation October 2010 - Present
Taproot Foundation 2009 - 2010
Lazard 2006 - 2008
Lazard 2001 - 2006
Education
Università Commerciale 'Luigi Bocconi'
BA, Economics
Erasmus Universiteit Rotterdam
Economics
Lazard December 2013 - Present
Princeton University March 2013 - November 2013
Princetion University March 2013 - November 2013
The Guardian Life Insurance Company of America August 2012 - January 2013
Columbia University June 2011 - August 2012
NetApp March 2010 - June 2011
Fannie Mae June 2009 - December 2009
DCP Midstream October 2008 - April 2009
AT&T June 2007 - September 2008
Honda Motors August 2005 - June 2007
Skills
PeopleSoft, ERP, Business Analysis, Integration, Business Intelligence, Accounts Payable, Project Management, GL, PeopleTools, Production Support, Requirements Analysis, SDLC, Software Project..., Accounts Receivable, Oracle, SQL, Requirements Gathering, Consulting, PeopleCode, Data Warehousing, System Administration, Java, Business Process, Databases, Crystal Reports, Software Development, PL/SQL, Enterprise Architecture
Education
Fairleigh Dickinson University 2001 — 2003
Master of Science (MS), Computer Science
Institute Of Technology And Management 1996 — 2000
B.E, Comp Sc.
The Blackstone Group August 2011 - Present
Boston Global Ventures, LLC March 2013 - August 2015
The Blackstone Group June 2010 - August 2010
Yahoo! July 2006 - June 2009
Lazard June 2004 - June 2006
Skills
Private Equity, Corporate Development, Valuation, Venture Capital, Financial Modeling, Investment Banking, Corporate Finance, Due Diligence, Mergers, Acquisitions, Mergers & Acquisitions, Restructuring, Strategy, Investments, LBO, Business Valuation, Emerging Markets, M&A experience, Entrepreneurship, Financial Analysis, Hedge Funds, Alternative Investments, Capital Markets, Leveraged Finance, Management Consulting, Equities, Equity Research, Asset Management, Portfolio Management
Education
Harvard Business School 2009 — 2011
Master of Business Administration
Scripps College 2000 — 2004
B.A., Economics
The London School of Economics and Political Science (LSE) 2002 — 2003
Economics
Lazard August 2014 - Present
Credit Suisse June 2013 - August 2013
Boeing Satellite Systems June 2008 - September 2012
National Instruments June 2007 - September 2007
University of Colorado at Boulder August 2006 - May 2007
Intuit May 2006 - September 2006
Skills
Investment Banking, Systems Engineering, Corporate Finance, Signal Processing, Financial Modeling, Mergers & Acquisitions, Algorithms, Financial Analysis, Sensors, Valuation, Due Diligence
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Southern California 2008 — 2010
MS
University of Colorado Boulder 2004 — 2008
BS
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Lamb Advisors LLC July 2003 - Present
Lazard March 1983 - December 2002
Mutual of New York (MONY) July 1967 - February 1983
Skills
Philanthropy, Non-profits, Fundraising, Marketing Strategy, Board Development, Strategic Planning, Organizational..., Management Consulting, Leadership Development, Executive Coaching, Nonprofits, Financial Analysis, Budgets, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Entrepreneurship, Restructuring, Non-profit..., Management, Social Entrepreneurship, Volunteer Management, Securities
Education
New York University 1969 — 1973
Master of Business Administration (MBA), Finance, General
Duke University 1963 — 1967
Bachelor of Arts (B.A.), Political Science and Government
Loeb Partners January 2014 - Present
NFR BioEnergy LLC July 2014 - Present
Legends 10 (global agent and manager for Pelé) June 2012 - December 2013
SoundWater Capital LLC 2011 - December 2013
Lazard 2007 - 2011
First Albany Capital / Broadpoint 2003 - 2007
UBS Investment Bank 1998 - 2003
Skills
Private Equity, Equities, Finance, Structured Finance, Private Placements, Debt Restructuring, Managerial Finance, Management, Financial Advisory, Investment Banking, Valuation, Venture Capital
Education
New York University - Leonard N. Stern School of Business
MBA
Franklin & Marshall College 1986 — 1990
BA
Lazard March 2014 - Present
Lazard May 2013 - March 2014
Morgan Stanley August 2010 - April 2013
JP Morgan June 2009 - August 2009
Bain & Company September 2007 - July 2008
Bain & Company August 2005 - August 2007
Education
Harvard Business School 2008 — 2010
MBA
Georgetown University 2001 — 2005
BSBA
London School of Economics and Political Science 2003 — 2004
General Course
Vivendi Universal January 2010 - Present
UBS Investment Bank March 2006 - December 2009
Lazard January 2005 - July 2005
Skills
Corporate Finance, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Investment Banking, M&A experience, Financial Reporting, Venture Capital, Business Strategy, Risk Management, Internal Controls, Finance, Accounting, Internal Audit, Analysis
Education
ESCP Europe 2003 — 2005
Master in Management, Finance
Wissenschaftliche Hochschule für Unternehmensführung - Otto-Beisheim - Hochschule 2004 — 2004
Master in Management - Exchange program
McGill University 1999 — 2002
Bachelor of Commerce (B.Com.), Marketing and Entrepreneurship
Lazard July 2011 - Present
Leonardo & Co. January 2008 - June 2011
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Valuation, Business Analysis, Management, Analysis, Corporate Finance, Investments
Education
European Business School Oestrich-Winkel 2003 — 2007
Master's degree, Business Administration and Management, General
New York University 2005 — 2006
Advanced Diploma in Corporate & Commercial Law, Banking, Corporate, Finance, and Securities Law
Pier 1 Imports June 2015 - Present
Lazard March 2013 - May 2015
Lazard Freres & Co. August 2009 - December 2013
Lehman Brothers June 2008 - August 2008
ENSCO International June 2003 - August 2007
Skills
Mergers, Oilfield Services, Restructuring, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Energy, Investment Banking, Leveraged Finance, Business Valuation, Strategy Development, Business Strategy, Capital Markets, Private Equity, Strategy
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
MBA, Finance
Emory University 1999 — 2003
BA, Economics
GMO April 2010 - Present
Fidelity Investments June 2007 - April 2010
Lazard July 2001 - June 2007
Lehman Brothers November 1999 - July 2001
Bloomberg June 1996 - November 1999
Skills
Market Data, Equities, Bloomberg, Fixed Income, Business Continuity, Electronic Trading, Reference Data, Financial Markets, Derivatives, Capital Markets, Back Office, Asset Management
Education
Fordham Gabelli School of Business
MBA, Dual Concentration in Information & Communications Systems and Management Systems
University of Rochester
BA, Economics
Greytown Advisors, Inc. March 2013 - Present
Bac Florida Investments March 2002 - February 2013
Credit Suisse June 1999 - March 2002
Biscayne Americas Advisors January 1999 - June 1999
Americas Trust May 1995 - January 1999
Fintech Advisory Inc. March 1993 - March 1995
Lazard June 1988 - March 1993
Banco Garantia January 1983 - July 1986
Skills
Asset Management
Education
University of California, Los Angeles - The Anderson School of Management 1986 — 1988
MBA, Finance
Fundação Getulio Vargas 1978 — 1982
Bachelor's degree, Finance, General
CIT March 2015 - Present
TD Bank February 2010 - March 2015
CA Technologies February 2006 - July 2009
Selective Insurance June 2005 - October 2005
Avaya July 2003 - August 2004
Lazard November 1999 - August 2001
PricewaterhouseCoopers August 1997 - October 1999
Skills
Strategic Financial..., Project Management, Process Improvement, Managerial Finance, Sarbanes-Oxley Act, Business Planning, Acquisition Integration, Management, Change Management, Leadership, Restructuring, Product Management, Alternative Investments, CRM, Budgets, Cross-functional Team..., Program Management, Treasury Management
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance & Accounting
EMLYON Business School 1995 — 1997
Master's, Commerce
University of Denver - Daniels College of Business 1992 — 1995
Bachelor's, Finance
Morgan Stanley December 2009 - Present
Guggenheim Partners March 2009 - November 2009
Morgan Stanley September 2004 - March 2009
RBS 2003 - 2004
Lazard 2003 - 2003
Skills
Fixed Income
Education
Ecole centrale de Paris 2000 — 2003
MSc, Engineering, Maths & Finance
Lycee Sainte Genevieve 1997 — 2000
PCSI / PC*
Lazard March 2012 - Present
Mariani Landscape January 2008 - November 2011
AC Nielsen February 2007 - January 2008
Hewitt Associates December 2006 - February 2007
Hewitt Associates May 2005 - November 2006
Hewitt Associates June 2001 - April 2005
Skills
Microsoft Excel, Customer Service, Microsoft Office, PeopleSoft, Microsoft Word, Budgets, Project Management
Education
Eastern Illinois University
Bachelor of Science, Business Administration
Union Pacific Railroad January 2014 - Present
Union Pacific Railroad June 2013 - January 2014
Union Pacific Railroad April 2011 - June 2013
Houghton Mifflin Harcourt May 2010 - April 2011
The Parthenon Group August 2007 - December 2009
The Walt Disney Company May 2006 - August 2006
Lazard July 2003 - July 2005
Skills
Strategic Planning, Mergers & Acquisitions, Financial Modeling, Business Strategy, Management Consulting, Analysis, Strategy, Competitive Analysis, Due Diligence
Education
Harvard Business School 2005 — 2007
MBA
Wellesley College 1999 — 2003
BA, Economics, German Studies
Lexington Partners July 2006 - Present
Tambour Capital Management September 2000 - December 2005
Narragansett Assett Management April 1999 - September 2000
SAC Capital January 1998 - March 1999
Lazard September 1992 - December 1997
Kidder Peabody September 1987 - September 1992
Education
Franklin & Marshall College 1983 — 1987
Bachelor's degree
Quo Vadis Advisors Ltd. February 2006 - Present
Lazard August 1996 - January 2006
Merrill Lynch June 1993 - August 1996
Skills
Negotiation, Private Equity, Capital Markets, Valuation, Investments, Mergers, Strategic Planning, Investment Banking, Financial Modeling, Corporate Finance, Corporate Development, Equities, Mergers & Acquisitions, Entrepreneurship, Due Diligence, LBO, Strategy, Strategic Partnerships, Start-ups, Venture Capital, Alternative Investments, Emerging Markets, M&A experience, Restructuring, Asset Management, Hedge Funds, Equity Research, Portfolio Management, Structured Finance, Investor Relations, Bloomberg, Investment Management, Financial Analysis, Securities, Project Finance, Acquisition Integration, Financial Services, Fixed Income, Asset Allocation, Investment Advisory, Series 7, Joint Ventures, Finance, Leveraged Finance, Angel Investing, Executive Management
Education
University of Virginia Darden School of Business 1991 — 1993
MBA, Finance
Georgia Institute of Technology 1981 — 1986
Bachelors Civil Engineering, Structural and Environmental Engineering
Moelis Capital Partners July 2013 - July 2015
Lazard July 2011 - July 2013
Goldman Sachs June 2010 - August 2010
Mediacom June 2009 - August 2009
Skills
Valuation, Private Equity, LBO, Investment Banking, Financial Modeling, Financial Analysis, Due Diligence, Corporate Finance, Bloomberg, Emerging Markets, DCF, M&A experience, Hedge Funds
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2008 — 2011
Bachelor of Science in Economics, Finance and Management
New York University - Leonard N. Stern School of Business 2007 — 2008
n/a, Finance
Morgan Stanley June 2013 - Present
Lazard May 2012 - July 2012
HarbourVest Partners May 2011 - June 2011
Skills
Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science (B.S.), Finance, General
UBS Investment Bank August 2007 - April 2012
Lazard June 2005 - June 2007
Skills
Equities, Asset Managment, Capital Markets, Financial Analysis, Derivatives, Corporate Finance, Due Diligence, Equity Valuation, Financial Markets, Investment Management, Bloomberg, Financial Modeling, Hedge Funds, Valuation
Education
Georgetown University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
London School of Economics and Political Science 2003 — 2004
Caxton-Iseman Capital (CI Capital) June 2013 - Present
MidOcean Partners August 2009 - July 2013
Sun Capital Partners 2006 - 2009
Lazard 2004 - 2006
Skills
Financial Modeling, Valuation, LBO, Private Equity, Due Diligence, Mergers & Acquisitions, Venture Capital, Investment Banking
Education
Delbarton
Georgetown University
Lazard June 2014 - Present
Vodafone Australia January 2014 - April 2014
Messier Maris & Associés February 2013 - June 2013
GMT Communications Partners July 2012 - December 2012
Education
ESSEC - ESSEC Business School 2008 — 2013
Master of Science (MsC) in Management
Université Panthéon Sorbonne (Paris I) 2011 — 2012
Master 1, Business Law
Université de Cergy-Pontoise 2010 — 2011
Bachelor of Arts (BA), Law
Lycée Henri IV 2006 — 2008
Classe préparatoire Economique et Commerciale Voie Scientifique
JPMorgan Chase July 2013 - November 2014
Credit Suisse June 2012 - August 2012
Lazard June 2011 - August 2011
Singapore Armed Forces April 2007 - December 2008
Skills
Bloomberg, Financial Modeling, Bloomberg Terminal, Financial Analysis, Valuation, Corporate Finance, Fixed Income, Investment Banking, Investments, Equities, Hedge Funds, Portfolio Management, Finance, Financial Reporting, Microsoft Excel, Economics, Capital Markets, Mergers & Acquisitions, Equity Research
Education
Fordham University 2009 — 2013
BS, Finance, Magna Cum Laude
Dorilton Capital July 2015 - Present
Lazard March 2014 - June 2015
SunTrust Robinson Humphrey June 2012 - March 2014
SunTrust Robinson Humphrey May 2011 - August 2011
Invesco Ltd. June 2010 - December 2010
Goizueta Business School September 2009 - May 2010
Indiana Department of Workforce Development May 2009 - January 2010
Education
Emory University - Goizueta Business School 2009 — 2011
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Emory University 2008 — 2011
Mathematics (Minor)
Mizuho Securities USA Inc. Managing DirectorLazard Capital MarketsApril 1998 - January 2014
Lazard 1998 - 2012
Skills
Alternative Investments, Hedge Funds, Equities, Capital Markets, Valuation, Investments, Investment Banking, Financial Modeling, Asset Management, Fixed Income, Bloomberg
Education
Drew University 1977 — 1981
BA
NYU Stern School of Business
MBA, International Finance
Songwriter, Musician, Jewelry Artist, Teacher, Writer, Editor March 2013 - Present
Kiwi Country Day Camp May 2015 - August 2015
Moore Capital Management March 2003 - February 2013
Moore Capital Management September 1996 - February 2003
Lazard December 1988 - August 1996
Skills
Microsoft Office, Research, Windows, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Outlook, English, HTML, Bass, Songwriting, Music, Singing, Guitarist, Social Media, Hedge Funds
Education
Grand Valley State University
Bachelor of Philosophy, Creative Musical Performance
St. Mary's Academy, Milwaukee, WI
Vulcan, Inc. September 2013 - Present
Mirror Media, Inc. August 2011 - Present
Citadel Investment Group May 2004 - June 2010
Lazard September 2002 - May 2004
Goldman Sachs June 2000 - July 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, English, Outlook, Windows, Budgets, Editing, Strategic Planning, Principal Investing, Equities, Investments, Entrepreneurship, Social Entrepreneurship, Social Media, Social Media Strategist, Online Dating, Social Media Marketing, Social Networking, Hedge Funds, Due Diligence, Corporate Development, Start-ups, Angel Investing, Venture Capital
Education
Georgetown University 1998 — 2000
Bachelor of Business Administration (B.B.A.), Finance
Leerink Partners LLC March 2015 - Present
Lazard June 2014 - March 2015
Lazard June 2013 - August 2013
Brookwood Associates June 2012 - August 2012
The Lovett School February 2011 - June 2011
Equifax June 2010 - July 2010
Johns Hopkins University Hospital May 2008 - June 2008
Skills
Microsoft Excel, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Data Analysis, Research, Public Speaking
Education
Franklin & Marshall College
Bachelor of Arts (B.A.), Business, Organizations and Society
The Lovett School 2002 — 2009
Graduate
Lazard February 2012 - Present
Lazard August 2005 - February 2012
American Express February 1990 - August 2005
PwC August 1987 - December 1988
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Mergers & Acquisitions, Financial Reporting, Banking, Portfolio Management, Finance, Forecasting, Financial Services, Risk Management
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA, Finance
University of Notre Dame 1983 — 1987
BBA, Accountancy
J.W. Childs Associates, L.P. July 2015 - Present
Lazard June 2013 - June 2015
Lazard May 2012 - July 2012
The Home Depot May 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Valuation
Education
Emory University 2009 — 2013
BBA, Economics, Finance, Highest Distinction
Canyon Crest Academy
Riverstone Holdings LLC July 2014 - Present
Lazard June 2012 - June 2014
Citi August 2011 - December 2011
Lazard Freres & Co. May 2011 - September 2011
Hamilton College Communications and Development 2009 - March 2011
New Harbor Inc June 2010 - August 2010
Education
Hamilton College 2008 — 2012
Bachelor of Arts/Science, Economics
University College of London
Ingenuity Research, LLC January 2007 - Present
Lazard January 1997 - April 2001
Lazard November 1986 - April 2001
Skills
Hedge Funds, Mutual Funds, Equity Research, Sales Management, Investments, Portfolio Management, Financial Modeling, Mergers, Wealth Management, Valuation, Business Development, Strategic Financial..., Due Diligence, Marketing Strategy, Investment Banking, Venture Capital, Strategy, Trading, Alternative Investments, Equity Valuation, Corporate Development, Emerging Markets, Equity Capital Markets, Asset Allocation, Mergers & Acquisitions
Education
Wharton Business School 1984 — 1996
Course work, 4.00 GPA, 4 courses, Finance, Real Estate (2), Quantitve Analysis
Pennsylvania State University, The Dickinson School of Law 1979 — 1983
Bachelor's degree, Finance/Marketing, 3.8
Landmark Partners March 2012 - May 2014
Lazard July 2010 - February 2012
Miller Buckfire June 2009 - August 2009
US Securities and Exchange Commission April 2008 - August 2008
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Mergers & Acquisitions, Investments, Finance, Corporate Finance, Due Diligence, Underwriting
Education
Georgetown University - The McDonough School of Business 2008 — 2010
B.S., Finance
Lazard February 2015 - Present
Lazard June 2012 - Present
Wells Fargo Securities July 2010 - June 2012
Deloitte May 2005 - June 2010
Monsanto January 2003 - May 2005
Education
Fuqua School of Business, Duke University 2008 — 2010
Master of Business Administration (MBA), Dual Finance (Investments, Corporate)
Saint Louis University 2000 — 2004
Bachelor of Science (B.S.), Management Information Systems
Presidio Partners November 2014 - Present
CMEA Capital October 2012 - November 2014
Capital Group June 2012 - October 2012
Lazard June 2011 - August 2011
Weston Presidio September 2007 - December 2010
Walden Venture Capital August 2005 - September 2007
Skills
Office Management, Event Planning, Human Resources, Executive Travel, Investor Relations, Notary Public, Salesforce.com, Executive Calendar..., C-Level Executive...
Education
Hamilton College 1995 — 1998
Bachelor of Arts (BA), Communications
Hobart and William Smith Colleges 1994 — 1995
Springside Chestnut Hill Academy 1982 — 1994
R4 Technologies October 2014 - Present
Lazard 2000 - 2003
Education
Dickinson College 1992 — 1996
Bachelor's degree, Political Science and Government
KPMG US June 2015 - Present
Cantor Fitzgerald May 2013 - May 2015
Levin Capital Strategies January 2006 - May 2013
Lazard April 1996 - December 2005
Rothstein Kass July 1991 - April 1996
Skills
Tax Accounting, Tax Research, Tax, Corporate Tax, Partnership Taxation, SEC filings, Income Tax, Tax Preparation, US GAAP, GAAP, Financial Statements, Financial Accounting, Sarbanes-Oxley Act, IFRS, Financial Reporting, Internal Controls, Accounts Receivable, Due Diligence, Auditing, Accounting, CPA, FIN 48, Tax Advisory, Tax Returns, US Tax, Tax Law, Mergers, SEC Filings
Education
Fairleigh Dickinson University 1992 — 1995
Master of Science (M.S.), Taxation
Rider University 1980 — 1984
Bachelor of Science, Accounting
Castle & Cooke, Inc. 2006 - 2014
Documentary Film 2005 - 2006
American Golf Corporation 2003 - 2004
Lazard 2000 - 2003
Keystone Property Trust (acquired by Prologis and Eaton Vance) 1998 - 2000
Deutsche Bank 1997 - 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Structured Finance, Treasury Management, Leveraged Finance, Financial Analysis, Financial Modeling, Cash Management, Liquidity Management, Business Valuation, Asset Based Lending, Real Estate Transactions, Lines Of Credit, Loan Modifications, Debt Restructuring, Working Capital..., Loan Compliance, Asset Sales, Operational Due..., Investor Relations, Joint Ventures, Syndicated Loans, Public Equity Offerings
Education
Goucher College 1993 — 1997
Bachelor of Arts (B.A.) with Honors and Distinction, Economics, Overall GPA 3.91/4.00, entered college after junior year of high school
Oxford University 1995 — 1996
Associate Student, New College, Applied international macroeconomics and political philosophy
Magnetar Capital October 2014 - Present
Lazard July 2012 - September 2014
Cravath, Swaine & Moore LLP October 2009 - July 2012
Education
Duke University School of Law 2006 — 2009
Doctor of Law (J.D.)
The University of Texas at Austin 2002 — 2006
Bachelor of Arts (B.A.), Plan II Honors and History
Lazard October 2011 - Present
Morgan Stanley Investment Management January 2011 - October 2011
Morgan Stanley Investment Management January 2007 - January 2011
Skills
Valuation, Investments, Private Equity, Alternative Investments, Financial Advisory, Investment Banking, Hedge Funds, Venture Capital
Education
Goldey Beacom College
Goenka College of Commerce and Business Administration
Willes Little Flower School
Citi 1997 - Present
Lazard 1984 - 1997
Lehman Brothers 1982 - 1984
Skills
Mergers & Acquisitions
Education
Harvard Business School 1980 — 1982
Master of Business Administration (MBA)
Harvard University 1974 — 1978
AB, Economics