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
Employee
Years
Job
Industry
Roberth Garcia Roberth Garcia's Lazard Experience June 2015 - August 2015
Job Research Analyst at Carlson School of Management Funds Enterprise
Industry Investment Banking
Experience
Carlson Funds Enterprise November 2014 - Present
Lazard June 2015 - August 2015
Wall Street Oasis September 2013 - May 2014
Skills
Research, Brazilian Portuguese, Photography, Public Speaking, C++, Leadership, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Investment Banking, Teamwork, PowerPoint, Valuation, Microsoft Word, Data Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science in Business, Finance
Carlson Funds Enterprise November 2014 - Present
Lazard June 2015 - August 2015
Wall Street Oasis September 2013 - May 2014
Skills
Research, Brazilian Portuguese, Photography, Public Speaking, C++, Leadership, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Investment Banking, Teamwork, PowerPoint, Valuation, Microsoft Word, Data Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science in Business, Finance
Alexandra Gottschalk Alexandra Gottschalk's Lazard Experience May 2008 - August 2008
Job Tudor, Pickering, Holt & Co.
Industry Accounting
Experience
Tudor Pickering & Holt November 2010 - Present
PricewaterhouseCoopersHou August 2009 - November 2010
Deloitte May 2006 - August 2009
Lazard May 2008 - August 2008
Skills
CPA, Series 27, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Due Diligence, Tax, Account Reconciliation, Investment Banking, Financial Accounting, QuickBooks, GAAP, Mergers & Acquisitions, Finance, Internal Controls, US GAAP, Microsoft Excel, Private Equity
Education
University of Houston, C.T. Bauer College of Business 2008 — 2009
Masters, Accounting
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Accounting - Business Honors
Tudor Pickering & Holt November 2010 - Present
PricewaterhouseCoopersHou August 2009 - November 2010
Deloitte May 2006 - August 2009
Lazard May 2008 - August 2008
Skills
CPA, Series 27, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Financial Reporting, Accounting, Due Diligence, Tax, Account Reconciliation, Investment Banking, Financial Accounting, QuickBooks, GAAP, Mergers & Acquisitions, Finance, Internal Controls, US GAAP, Microsoft Excel, Private Equity
Education
University of Houston, C.T. Bauer College of Business 2008 — 2009
Masters, Accounting
University of Houston, C.T. Bauer College of Business 2004 — 2008
BBA, Accounting - Business Honors
Ryan Hummer Ryan Hummer's Lazard Experience January 2009 - April 2014
Job Vice President, Corporate Development at NCS Energy Services
Industry Oil & Energy
Experience
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
NCS Energy Services August 2014 - Present
Lazard January 2009 - April 2014
Lazard January 2006 - January 2009
Lazard April 2004 - January 2006
Credit Suisse August 2002 - April 2004
Credit Suisse August 2000 - August 2002
Jefferies LLC August 1999 - August 2000
Skills
Investment Banking, Valuation, Corporate Finance, Capital Markets, Financial Modeling, Investments, Mergers, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Strategy
Education
University of Pennsylvania 1995 — 1999
Bachelor of Science (B.S.), Economics
Rob McCormick Jr.'s Lazard Experience April 2013 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard April 2013 - Present
Dragonfly Capital May 2012 - April 2013
Cash Cycle Solutions, Inc. June 2011 - May 2012
Skills
Financial Modeling, Mergers & Acquisitions, Writing, Mergers, M&A experience, Restructuring, Corporate Finance
Education
University of North Carolina at Charlotte 2007 — 2011
B.S.B.A., Finance / Minor: Journalism
Lazard April 2013 - Present
Dragonfly Capital May 2012 - April 2013
Cash Cycle Solutions, Inc. June 2011 - May 2012
Skills
Financial Modeling, Mergers & Acquisitions, Writing, Mergers, M&A experience, Restructuring, Corporate Finance
Education
University of North Carolina at Charlotte 2007 — 2011
B.S.B.A., Finance / Minor: Journalism
Arushi Saxena Arushi Saxena's Lazard Experience May 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard May 2015 - Present
Walter A. Haas School of Business - Management of Organizations Group January 2012 - May 2015
Lazard May 2014 - July 2014
Deloitte June 2013 - August 2013
Oracle June 2012 - August 2012
Education
University of California, Berkeley - Townsend Center for Humanities 2011 — 2015
Certification in Human-Centered Design
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Mira Loma High School
International Baccalaureate Diploma
Lazard May 2015 - Present
Walter A. Haas School of Business - Management of Organizations Group January 2012 - May 2015
Lazard May 2014 - July 2014
Deloitte June 2013 - August 2013
Oracle June 2012 - August 2012
Education
University of California, Berkeley - Townsend Center for Humanities 2011 — 2015
Certification in Human-Centered Design
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (B.S.), Business Administration
Mira Loma High School
International Baccalaureate Diploma
Eddie Volchko Eddie Volchko's Lazard Experience May 2004 - May 2005
Job
Industry Apparel & Fashion
Experience
InterLuxe Holdings September 2014 - Present
Derek Lam January 2013 - April 2014
Badgley Mischka May 2010 - December 2012
Morris Adjmi Architects February 2009 - May 2010
p3m1 Consulting February 2008 - February 2009
Agamas Capital May 2005 - February 2008
Lazard May 2004 - May 2005
Clinton Group July 2002 - March 2004
Credit Suisse February 1998 - July 2000
Coopers & Lybrand Consulting September 1996 - February 1998
Skills
E-commerce, Investments, Fixed Income, Digital Media, Trading, Fashion, Financial Modeling, Apparel, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Chartered Financial Analyst
CFA
University of Virginia 1992 — 1996
BS
St. Albans School 1983 — 1992
InterLuxe Holdings September 2014 - Present
Derek Lam January 2013 - April 2014
Badgley Mischka May 2010 - December 2012
Morris Adjmi Architects February 2009 - May 2010
p3m1 Consulting February 2008 - February 2009
Agamas Capital May 2005 - February 2008
Lazard May 2004 - May 2005
Clinton Group July 2002 - March 2004
Credit Suisse February 1998 - July 2000
Coopers & Lybrand Consulting September 1996 - February 1998
Skills
E-commerce, Investments, Fixed Income, Digital Media, Trading, Fashion, Financial Modeling, Apparel, Private Equity, Venture Capital, Due Diligence, Mergers & Acquisitions, Valuation, Corporate Development, Financial Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
Chartered Financial Analyst
CFA
University of Virginia 1992 — 1996
BS
St. Albans School 1983 — 1992
Melissa Zadell's Lazard Experience 1998 - 2000
Job Vice President, Development at Amazement Square
Industry Nonprofit Organization Management
Experience
Amazement Square March 2007 - Present
Financial Dynamics 2005 - 2007
Financial Dynamics 2003 - 2004
Financial Dynamics 2003 - 2003
Triene, Inc. 2001 - 2001
Lazard 1998 - 2000
Skills
Nonprofits, Community Outreach, Public Relations, Grant Writing, Event Management, Research, Event Planning, Public Speaking, Fundraising, Volunteer Management, Strategic Planning, Annual Giving, Non-profits, Marketing, Social Media Marketing, Social Media
Education
University of Notre Dame 1994 — 1998
BBA, Finance
Amazement Square March 2007 - Present
Financial Dynamics 2005 - 2007
Financial Dynamics 2003 - 2004
Financial Dynamics 2003 - 2003
Triene, Inc. 2001 - 2001
Lazard 1998 - 2000
Skills
Nonprofits, Community Outreach, Public Relations, Grant Writing, Event Management, Research, Event Planning, Public Speaking, Fundraising, Volunteer Management, Strategic Planning, Annual Giving, Non-profits, Marketing, Social Media Marketing, Social Media
Education
University of Notre Dame 1994 — 1998
BBA, Finance
Kent Ortner Kent Ortner's Lazard Experience June 2014 - Present
Job Associate at Lazard
Industry Financial Services
Experience
Lazard June 2014 - Present
Carlson School of Management August 2012 - May 2014
Lazard June 2013 - August 2013
Independent Contractor March 2010 - August 2012
Minnesota Senate December 2008 - January 2011
United States Senate January 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Leadership, Project Management, Competitive Analysis, Microsoft Office, Business Strategy, Data Analysis, Valuation, Mergers & Acquisitions, Analytics, Strategic Planning, Investment Banking, Analysis, Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Political Science, History, and Philosophy
Lazard June 2014 - Present
Carlson School of Management August 2012 - May 2014
Lazard June 2013 - August 2013
Independent Contractor March 2010 - August 2012
Minnesota Senate December 2008 - January 2011
United States Senate January 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Leadership, Project Management, Competitive Analysis, Microsoft Office, Business Strategy, Data Analysis, Valuation, Mergers & Acquisitions, Analytics, Strategic Planning, Investment Banking, Analysis, Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Political Science, History, and Philosophy
Tom Guilfoile's Lazard Experience June 2014 - Present
Job Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Partners June 2012 - August 2012
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Finance, General
Duxbury High School 2006 — 2010
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Summit Partners June 2012 - August 2012
Education
University of Notre Dame 2010 — 2014
Bachelor's degree, Finance, General
Duxbury High School 2006 — 2010
William S. Reagan's Lazard Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard August 2015 - Present
Lazard May 2015 - July 2015
Northwestern Mutual May 2014 - January 2015
Spertus, Landes, & Umhofer, LLP May 2013 - August 2013
Skills
PowerPoint, Strategy, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Economics, Argumentation, Leadership, Financial Modeling, Data Analysis
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Philosophy, Politics & Economics
Harvard-Westlake School 2006 — 2012
Lazard August 2015 - Present
Lazard May 2015 - July 2015
Northwestern Mutual May 2014 - January 2015
Spertus, Landes, & Umhofer, LLP May 2013 - August 2013
Skills
PowerPoint, Strategy, Microsoft Word, Microsoft Excel, Public Speaking, Social Media, Microsoft Office, Economics, Argumentation, Leadership, Financial Modeling, Data Analysis
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Economics and Philosophy, Politics & Economics
Harvard-Westlake School 2006 — 2012
Julian Temple Julian Temple's Lazard Experience July 2008 - Present
Job Vice President at Lazard
Industry Financial Services
Experience
Lazard July 2008 - Present
Education
University of Cambridge 2005 — 2008
Bachelor of Arts (B.A.), Natural Sciences
Lazard July 2008 - Present
Education
University of Cambridge 2005 — 2008
Bachelor of Arts (B.A.), Natural Sciences
Ryan C. Stanley, CFA Ryan C. Stanley, CFA's Lazard Experience June 2014 - August 2014
Job Associate at Lazard
Industry Investment Banking
Experience
Lazard June 2014 - August 2014
Biegel & Waller LLC January 2013 - July 2013
M&T Bank March 2008 - January 2013
M&T Bank December 2006 - March 2008
Skills
Fixed Income, Bonds, Bloomberg, Investments, Financial Analysis, Series 7, Financial Modeling, Securities, Credit Analysis, Financial Markets, Bloomberg Terminal, Valuation, Asset Allocation, Series 66, Series 53, Finance, Equities, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2002 — 2006
B.A., Economics
Lazard June 2014 - August 2014
Biegel & Waller LLC January 2013 - July 2013
M&T Bank March 2008 - January 2013
M&T Bank December 2006 - March 2008
Skills
Fixed Income, Bonds, Bloomberg, Investments, Financial Analysis, Series 7, Financial Modeling, Securities, Credit Analysis, Financial Markets, Bloomberg Terminal, Valuation, Asset Allocation, Series 66, Series 53, Finance, Equities, Portfolio Management
Education
University of California, Berkeley, Haas School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance
University of Maryland College Park 2002 — 2006
B.A., Economics
Amy Nelson's Lazard Experience May 2008 - August 2010
Job Marketing Manager at Land O'Lakes, Inc.
Industry Consumer Goods
Experience
Land O'Lakes, Inc. December 2014 - Present
Land O'Lakes July 2013 - December 2014
Land O'Lakes June 2012 - June 2013
Carlson School of Management March 2011 - May 2012
North Sky Capital June 2011 - August 2011
Lazard May 2008 - August 2010
Macy's June 2006 - May 2008
Zimmer Spine June 2005 - August 2005
Skills
Cross-functional Team..., Financial Modeling, Valuation, Competitive Analysis, Market Research, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2012
M.B.A, Marketing
University of Minnesota - Carlson School of Management 2002 — 2005
B.S.B, Finance
Land O'Lakes, Inc. December 2014 - Present
Land O'Lakes July 2013 - December 2014
Land O'Lakes June 2012 - June 2013
Carlson School of Management March 2011 - May 2012
North Sky Capital June 2011 - August 2011
Lazard May 2008 - August 2010
Macy's June 2006 - May 2008
Zimmer Spine June 2005 - August 2005
Skills
Cross-functional Team..., Financial Modeling, Valuation, Competitive Analysis, Market Research, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2012
M.B.A, Marketing
University of Minnesota - Carlson School of Management 2002 — 2005
B.S.B, Finance
Karl Nagy Karl Nagy's Lazard Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - August 2015
United Steelworkers March 2012 - June 2014
Service Employees International Union September 2009 - November 2011
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Wesleyan University 2005 — 2009
Bachelor's Degree, Economics
Lazard June 2015 - August 2015
United Steelworkers March 2012 - June 2014
Service Employees International Union September 2009 - November 2011
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Wesleyan University 2005 — 2009
Bachelor's Degree, Economics
Tom Hood Tom Hood's Lazard Experience October 2012 - September 2014
Job Analyst at Lazard Australia Private Equity
Industry Management Consulting
Experience
Lazard October 2012 - September 2014
Credit Suisse January 2012 - October 2012
University of Melbourne January 2009 - December 2010
Friedman Fleischer & Lowe January 2010 - February 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Analysis, Investment Management, Investments
Education
University of Melbourne 2007 — 2011
Bachelors of Science (BSc), Biochemistry and Cell Biology, First Class Honours
University of Melbourne 2007 — 2011
Bachelor of Commerce (BCom), Finance and Economics, First Class Honours
King's College 2002 — 2006
A at A level in Biology, Chemistry, Mathematics and English
Lazard October 2012 - September 2014
Credit Suisse January 2012 - October 2012
University of Melbourne January 2009 - December 2010
Friedman Fleischer & Lowe January 2010 - February 2010
Skills
Financial Modeling, Valuation, Investment Banking, Financial Analysis, Bloomberg, Banking, Private Equity, Mergers & Acquisitions, Capital Markets, Analysis, Investment Management, Investments
Education
University of Melbourne 2007 — 2011
Bachelors of Science (BSc), Biochemistry and Cell Biology, First Class Honours
University of Melbourne 2007 — 2011
Bachelor of Commerce (BCom), Finance and Economics, First Class Honours
King's College 2002 — 2006
A at A level in Biology, Chemistry, Mathematics and English
Michael Zhuang Michael Zhuang's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2015 - Present
The Wharton School August 2014 - December 2014
Lazard May 2014 - July 2014
Millennium Management December 2012 - January 2013
University of Pennsylvania September 2012 - 2013
Perelman School of Medicine, University of Pennsylvania 2012 - 2013
New Jersey Association for Biomedical Research July 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
BS Biology
University of Pennsylvania - The Wharton School 2011 — 2015
BS Economics (Concentration in Finance)
West Windsor-Plainsboro High School North 2007 — 2011
Lazard June 2015 - Present
The Wharton School August 2014 - December 2014
Lazard May 2014 - July 2014
Millennium Management December 2012 - January 2013
University of Pennsylvania September 2012 - 2013
Perelman School of Medicine, University of Pennsylvania 2012 - 2013
New Jersey Association for Biomedical Research July 2010 - August 2010
Education
University of Pennsylvania 2011 — 2015
BS Biology
University of Pennsylvania - The Wharton School 2011 — 2015
BS Economics (Concentration in Finance)
West Windsor-Plainsboro High School North 2007 — 2011
Luca Bianchessi's Lazard Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Lazard Frères & Co.
Industry Financial Services
Experience
Lazard September 2015 - Present
Lazard June 2015 - July 2015
Student Managed Investment Fund (SMIF) January 2014 - September 2014
Harvey & Company LLC March 2014 - June 2014
Skills
Teamwork, PowerPoint, Research, Public Speaking, Team Management, Microsoft Excel, Economics, Leadership, Event Planning, Reliability, Presentations, Microsoft Word, English, Microsoft Office, Mergers, Investments, Equities, Accounting
Education
University of Southern California - Marshall School of Business
Bachelor's Degree, Business Administration, Senior
UC Irvine 2012 — 2016
Bachelor's Degree, Business Administration & Economics, 3.9/4
Collegio Vescovile St. Alessandro, Italy 2007 — 2012
High School Diploma, Scientific Curriculum
Lazard September 2015 - Present
Lazard June 2015 - July 2015
Student Managed Investment Fund (SMIF) January 2014 - September 2014
Harvey & Company LLC March 2014 - June 2014
Skills
Teamwork, PowerPoint, Research, Public Speaking, Team Management, Microsoft Excel, Economics, Leadership, Event Planning, Reliability, Presentations, Microsoft Word, English, Microsoft Office, Mergers, Investments, Equities, Accounting
Education
University of Southern California - Marshall School of Business
Bachelor's Degree, Business Administration, Senior
UC Irvine 2012 — 2016
Bachelor's Degree, Business Administration & Economics, 3.9/4
Collegio Vescovile St. Alessandro, Italy 2007 — 2012
High School Diploma, Scientific Curriculum
Benjamin Schneider Benjamin Schneider's Lazard Experience May 2007 - February 2010
Job Investment Strategist at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
BlackRock April 2011 - June 2013
Lazard May 2007 - February 2010
Skills
Investment Strategies, Finance, Risk Management, Derivatives, Quantitative Finance, Investment Banking
Education
Haas School of Business, UC Berkeley 2010 — 2011
Master of Financial Engineering
USC Marshall School of Business 2006 — 2007
Master of Accounting
University of Southern California 2003 — 2006
Bachelor of Science, Business Administration
BlackRock June 2013 - Present
BlackRock April 2011 - June 2013
Lazard May 2007 - February 2010
Skills
Investment Strategies, Finance, Risk Management, Derivatives, Quantitative Finance, Investment Banking
Education
Haas School of Business, UC Berkeley 2010 — 2011
Master of Financial Engineering
USC Marshall School of Business 2006 — 2007
Master of Accounting
University of Southern California 2003 — 2006
Bachelor of Science, Business Administration
Tomas Pieter's Lazard Experience 2005 - 2008
Job Investment Analyst at Ascend Capital
Industry Investment Management
Experience
Ascend Capital 2012 - Present
PIMCO June 2011 - August 2011
EBF & Associates 2008 - 2010
Lazard 2005 - 2008
Kraft Foods 2001 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Economics in Prague
MSc, Finance and Statistics
Ascend Capital 2012 - Present
PIMCO June 2011 - August 2011
EBF & Associates 2008 - 2010
Lazard 2005 - 2008
Kraft Foods 2001 - 2004
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
University of Economics in Prague
MSc, Finance and Statistics
Ivan Koutsarov Ivan Koutsarov's Lazard Experience June 2015 - August 2015
Job MBA/MA Joint Degree Candidate The Wharton School & The Lauder Program
Industry Management Consulting
Experience
Lazard June 2015 - August 2015
Mars & Co. October 2012 - April 2014
Mars & Co. June 2011 - September 2012
Mars & Co. May 2010 - May 2011
IHS Global Insight 2009 - 2010
Towers Perrin 2008 - 2009
MFR Consultants 2006 - 2006
Skills
Financial Modeling, Management Consulting, Valuation, Business Strategy, Economics, Due Diligence, Market Entry, Strategy, Corporate Finance, Private Equity, Financial Analysis, Emerging Markets, Competitive Analysis, Data Analysis, Market Research, Pricing, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs
FLS Rommain Rolland
Lazard June 2015 - August 2015
Mars & Co. October 2012 - April 2014
Mars & Co. June 2011 - September 2012
Mars & Co. May 2010 - May 2011
IHS Global Insight 2009 - 2010
Towers Perrin 2008 - 2009
MFR Consultants 2006 - 2006
Skills
Financial Modeling, Management Consulting, Valuation, Business Strategy, Economics, Due Diligence, Market Entry, Strategy, Corporate Finance, Private Equity, Financial Analysis, Emerging Markets, Competitive Analysis, Data Analysis, Market Research, Pricing, Strategic Consulting
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies
University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), International Relations and Affairs
FLS Rommain Rolland
Jatin Malhotra's Lazard Experience May 2012 - September 2012
Job Acquisitions at USA Properties Fund
Industry Real Estate
Experience
USA Properties Fund, Inc. July 2014 - Present
Hausman Ventures June 2013 - July 2014
DFA August 2013 - March 2014
Fulcrum Capital July 2012 - July 2013
Bloomberg Institute September 2011 - June 2013
Lazard May 2012 - September 2012
Intership and Career Center at UCD January 2011 - June 2012
Marketing and Business Association January 2011 - June 2012
Skills
Market Research, Leadership, Financial Analysis, Management, Entrepreneurship, Microsoft Excel, Marketing, Business Development, Financial Reporting, Data Analysis, Public Speaking, Time Management, Public Relations, Team Leadership, Financial Modeling, Strategic Planning, Investments, Social Networking, Research, Finance, Teamwork, Corporate Communications, Client Relationship..., Business Valuation, Marketing Strategy, Business Writing, Business Strategy, CRM, Fundraising, Retail, Social Media, Consulting, Microsoft Office, Social Media Marketing, Real Estate
Education
University of California, Davis 2009 — 2012
BS, Managerial Economics with minor in Contemporary Leadership
USA Properties Fund, Inc. July 2014 - Present
Hausman Ventures June 2013 - July 2014
DFA August 2013 - March 2014
Fulcrum Capital July 2012 - July 2013
Bloomberg Institute September 2011 - June 2013
Lazard May 2012 - September 2012
Intership and Career Center at UCD January 2011 - June 2012
Marketing and Business Association January 2011 - June 2012
Skills
Market Research, Leadership, Financial Analysis, Management, Entrepreneurship, Microsoft Excel, Marketing, Business Development, Financial Reporting, Data Analysis, Public Speaking, Time Management, Public Relations, Team Leadership, Financial Modeling, Strategic Planning, Investments, Social Networking, Research, Finance, Teamwork, Corporate Communications, Client Relationship..., Business Valuation, Marketing Strategy, Business Writing, Business Strategy, CRM, Fundraising, Retail, Social Media, Consulting, Microsoft Office, Social Media Marketing, Real Estate
Education
University of California, Davis 2009 — 2012
BS, Managerial Economics with minor in Contemporary Leadership
Alex Stepien's Lazard Experience June 2011 - June 2013
Job Associate at Angel Island Capital
Industry Venture Capital & Private Equity
Experience
Angel Island Capital August 2013 - Present
Lazard June 2011 - June 2013
Lazard June 2010 - July 2010
Skills
Financial Modeling, Capital IQ, Valuation, Corporate Finance, PowerPoint, Private Equity, Bloomberg, Microsoft Excel, LBO, Mergers & Acquisitions, Due Diligence, Finance, Investments, Financial Analysis, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (BS), Finance, Technology & Management
Angel Island Capital August 2013 - Present
Lazard June 2011 - June 2013
Lazard June 2010 - July 2010
Skills
Financial Modeling, Capital IQ, Valuation, Corporate Finance, PowerPoint, Private Equity, Bloomberg, Microsoft Excel, LBO, Mergers & Acquisitions, Due Diligence, Finance, Investments, Financial Analysis, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business 2007 — 2011
Bachelor of Science (BS), Finance, Technology & Management
Kunaal Trivedi Kunaal Trivedi's Lazard Experience July 2008 - September 2008
Job Associate at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Linklaters March 2011 - March 2013
Lazard July 2008 - September 2008
Citi June 2007 - October 2007
Skills
Corporate Law, Mergers & Acquisitions, Private Equity, Investment Funds, Capital Markets, Cross-border..., Commercial Litigation, Corporate Governance, Litigation, Due Diligence, Legal Assistance, Joint Ventures
Education
University of Pennsylvania Law School
Master of Laws (LL.M.)
University of Pennsylvania - The Wharton School
Certficate, Business and Law
University of Oxford
Bachelor of Arts (B.A.)
Linklaters March 2011 - March 2013
Lazard July 2008 - September 2008
Citi June 2007 - October 2007
Skills
Corporate Law, Mergers & Acquisitions, Private Equity, Investment Funds, Capital Markets, Cross-border..., Commercial Litigation, Corporate Governance, Litigation, Due Diligence, Legal Assistance, Joint Ventures
Education
University of Pennsylvania Law School
Master of Laws (LL.M.)
University of Pennsylvania - The Wharton School
Certficate, Business and Law
University of Oxford
Bachelor of Arts (B.A.)
Robert Grove's Lazard Experience June 2014 - Present
Job Restructuring Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Methuselah Advisors May 2012 - August 2012
National Institutes of Health May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, and Biology, summa cum laude
Lazard June 2014 - Present
J.P. Morgan June 2013 - August 2013
Methuselah Advisors May 2012 - August 2012
National Institutes of Health May 2011 - August 2011
Education
University of Pennsylvania 2010 — 2014
Bachelor of Science (BS), Accounting, Finance, and Biology, summa cum laude
Robert Dugger Robert Dugger's Lazard Experience September 2015 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Lazard September 2015 - Present
Alvarez & Marsal July 2013 - August 2015
CSG Partners, LLC October 2011 - June 2013
CareCentrix June 2010 - August 2010
Open Solutions June 2009 - August 2009
Skills
Financial Modeling, Leveraged Finance, Equity Valuation, Debt Structuring, VBA, Valuation, M&A due diligence, Investment Banking, ESOP, Mergers, Asset Based Lending, M&A analysis, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Restructuring, Private Equity, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Finance, Strategic Management
Glastonbury High School 2003 — 2007
General Studies
University of Pennsylvania
Lazard September 2015 - Present
Alvarez & Marsal July 2013 - August 2015
CSG Partners, LLC October 2011 - June 2013
CareCentrix June 2010 - August 2010
Open Solutions June 2009 - August 2009
Skills
Financial Modeling, Leveraged Finance, Equity Valuation, Debt Structuring, VBA, Valuation, M&A due diligence, Investment Banking, ESOP, Mergers, Asset Based Lending, M&A analysis, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Analysis, Capital Markets, Equities, Due Diligence, Investments, Restructuring, Private Equity, Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S., Finance, Strategic Management
Glastonbury High School 2003 — 2007
General Studies
University of Pennsylvania
Barbara Vanderwilden Barbara Vanderwilden's Lazard Experience April 1997 - July 2000
Job Regional Sales Manager at Weeden & Co
Industry Financial Services
Experience
Weeden & Co. June 2002 - Present
Bear Stearns Boston August 2000 - May 2002
Lazard April 1997 - July 2000
Standish Ayer & Wood September 1989 - November 1996
Skills
Series 7, Series 63, Equities, Bloomberg, Securities, Series 24, Hedge Funds, Trading, Options, Capital Markets, Investments, FINRA, Financial Markets, ETFs, Portfolio Management, Fixed Income, Derivatives, Trading Systems, Equity Trading, Electronic Trading, Institutional Sales, Mutual Funds, Alternative Investments
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Economics
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science (BS), Economics
Weeden & Co. June 2002 - Present
Bear Stearns Boston August 2000 - May 2002
Lazard April 1997 - July 2000
Standish Ayer & Wood September 1989 - November 1996
Skills
Series 7, Series 63, Equities, Bloomberg, Securities, Series 24, Hedge Funds, Trading, Options, Capital Markets, Investments, FINRA, Financial Markets, ETFs, Portfolio Management, Fixed Income, Derivatives, Trading Systems, Equity Trading, Electronic Trading, Institutional Sales, Mutual Funds, Alternative Investments
Education
University of Massachusetts, Amherst 1985 — 1989
BA, Economics
University of Massachusetts, Amherst 1985 — 1989
Bachelor of Science (BS), Economics
Eric Cho Eric Cho's Lazard Experience March 2012 - Present
Job Vice President at Lazard
Industry Financial Services
Experience
Lazard March 2012 - Present
Lazard September 2008 - February 2012
Jefferies & Company 2005 - 2008
Education
University of California, Los Angeles 2001 — 2005
B.A., Business-Economics
Lazard March 2012 - Present
Lazard September 2008 - February 2012
Jefferies & Company 2005 - 2008
Education
University of California, Los Angeles 2001 — 2005
B.A., Business-Economics
Tony Zheng's Lazard Experience 2012 - 2013
Job Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group 2013 - Present
Lazard 2012 - 2013
Lazard June 2011 - August 2011
LEÓN, MAYER & Co. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
McLean High School 2004 — 2008
The Blackstone Group 2013 - Present
Lazard 2012 - 2013
Lazard June 2011 - August 2011
LEÓN, MAYER & Co. June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
McLean High School 2004 — 2008
Paul Beland Paul Beland's Lazard Experience August 2011 - June 2013
Job VP at ISS / Chair of RICS Americas Regulatory Board
Industry Capital Markets
Experience
RICS August 2015 - Present
ISS September 2013 - Present
RICS August 2014 - Present
Lazard August 2011 - June 2013
Citi March 2011 - August 2011
Proofpoint January 2009 - January 2011
Apollo Information Systems January 2008 - January 2009
Citi June 2005 - January 2008
Citi June 2003 - June 2005
Citi January 1998 - June 2003
Education
University of North Carolina at Chapel Hill 1994 — 1996
BA, Economics with Honors
Northern Highlands Regional High School 1988 — 1992
High School Diploma
RICS August 2015 - Present
ISS September 2013 - Present
RICS August 2014 - Present
Lazard August 2011 - June 2013
Citi March 2011 - August 2011
Proofpoint January 2009 - January 2011
Apollo Information Systems January 2008 - January 2009
Citi June 2005 - January 2008
Citi June 2003 - June 2005
Citi January 1998 - June 2003
Education
University of North Carolina at Chapel Hill 1994 — 1996
BA, Economics with Honors
Northern Highlands Regional High School 1988 — 1992
High School Diploma
Steven Friedner Steven Friedner's Lazard Experience July 2015 - Present
Job Restructuring Analyst at Lazard
Industry Financial Services
Experience
Lazard July 2015 - Present
The Blackstone Group June 2014 - July 2015
Alcentra 2013 - 2013
Skills
Real Estate, Private Equity, Equities, Microsoft Excel, Financial Analysis, Credit Analysis, Market Research, Fixed Income, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance
Lazard July 2015 - Present
The Blackstone Group June 2014 - July 2015
Alcentra 2013 - 2013
Skills
Real Estate, Private Equity, Equities, Microsoft Excel, Financial Analysis, Credit Analysis, Market Research, Fixed Income, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance
Darren Brathol's Lazard Experience April 2014 - Present
Job Private Equity Coverage / Marketing Merger & Acquisition Group at Lazard
Industry Investment Banking
Experience
Lazard April 2014 - Present
U.S. Bank May 2013 - April 2014
U.S. Bank August 2011 - May 2013
U.S. Bank August 2009 - August 2011
General Plastic Extrusions, Inc. 2008 - 2009
Skills
Business Analysis, Business Strategy, Business Requirements, Project Analysis, Financial Analysis, Project Management, Stakeholder Analysis, Credit Risk, Business Relationship..., Infrastructure..., Business Intelligence, Operations Management, Microsoft Excel, New Business Development, Stakeholder Engagement, Business Process..., Elicitation, Program Implementation, Credit Analysis, Small Business Lending, Business Efficiency, Cost Efficiency, Consumer Lending, Banking
Education
University of Minnesota - Carlson School of Management 2015 — 2017
MBA
Training the Street - Financial Valuation 2014 — 2014
University of Wisconsin-La Crosse 2006 — 2009
Bachelor of Science (BS), Finance, General
Lazard April 2014 - Present
U.S. Bank May 2013 - April 2014
U.S. Bank August 2011 - May 2013
U.S. Bank August 2009 - August 2011
General Plastic Extrusions, Inc. 2008 - 2009
Skills
Business Analysis, Business Strategy, Business Requirements, Project Analysis, Financial Analysis, Project Management, Stakeholder Analysis, Credit Risk, Business Relationship..., Infrastructure..., Business Intelligence, Operations Management, Microsoft Excel, New Business Development, Stakeholder Engagement, Business Process..., Elicitation, Program Implementation, Credit Analysis, Small Business Lending, Business Efficiency, Cost Efficiency, Consumer Lending, Banking
Education
University of Minnesota - Carlson School of Management 2015 — 2017
MBA
Training the Street - Financial Valuation 2014 — 2014
University of Wisconsin-La Crosse 2006 — 2009
Bachelor of Science (BS), Finance, General
Jacobey Johnson Jacobey Johnson's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Carlson School of Management Funds Enterprise January 2014 - May 2015
Lazard June 2014 - August 2014
Greene Holcomb Fisher January 2014 - April 2014
Altai Capital Management May 2013 - April 2014
Land O'Lakes May 2013 - August 2013
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business
Lazard June 2015 - Present
Carlson School of Management Funds Enterprise January 2014 - May 2015
Lazard June 2014 - August 2014
Greene Holcomb Fisher January 2014 - April 2014
Altai Capital Management May 2013 - April 2014
Land O'Lakes May 2013 - August 2013
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business
Josh Wilcox, CFA's Lazard Experience 2013 - 2014
Job Associate, Technology Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2014 - Present
Lazard 2013 - 2014
Monitor Deloitte 2007 - 2011
Kiva October 2009 - March 2010
Skills
Microfinance, Business Strategy, Due Diligence, Financial Modeling, Financial Analysis, Strategic Planning, Management Consulting, Spanish, Analytics, Program Management, Process Improvement, LBO, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Finance
University of Washington 2003 — 2007
BA, Business and Finance
Morgan Stanley 2014 - Present
Lazard 2013 - 2014
Monitor Deloitte 2007 - 2011
Kiva October 2009 - March 2010
Skills
Microfinance, Business Strategy, Due Diligence, Financial Modeling, Financial Analysis, Strategic Planning, Management Consulting, Spanish, Analytics, Program Management, Process Improvement, LBO, Private Equity, Investment Banking, Mergers, Mergers & Acquisitions
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA, Finance
University of Washington 2003 — 2007
BA, Business and Finance
Ben Tregoe Ben Tregoe's Lazard Experience September 1995 - September 1996
Job SVP Business Development at Nanigans
Industry Marketing and Advertising
Experience
Nanigans November 2011 - Present
RiffWare 2005 - December 2011
Good Connective April 2010 - October 2011
getsugar December 2003 - October 2011
GoldPocket Interactive September 2002 - October 2003
Moeo December 2000 - September 2002
Disney ABC Television Group 1999 - 2000
Lazard September 1995 - September 1996
Bankers Trust July 1993 - July 1995
Cushman & Wakefield July 1992 - July 1993
Skills
Start-ups, Mobile Devices, Entrepreneurship, Business Development, Product Development, Partnerships, Sales, Digital Media, Online Advertising, Digital Marketing, Strategic Partnerships, Digital Strategy
Education
University of Pennsylvania 1990 — 1992
Bachelor of Arts, American History
Groton 1982 — 1986
Nanigans November 2011 - Present
RiffWare 2005 - December 2011
Good Connective April 2010 - October 2011
getsugar December 2003 - October 2011
GoldPocket Interactive September 2002 - October 2003
Moeo December 2000 - September 2002
Disney ABC Television Group 1999 - 2000
Lazard September 1995 - September 1996
Bankers Trust July 1993 - July 1995
Cushman & Wakefield July 1992 - July 1993
Skills
Start-ups, Mobile Devices, Entrepreneurship, Business Development, Product Development, Partnerships, Sales, Digital Media, Online Advertising, Digital Marketing, Strategic Partnerships, Digital Strategy
Education
University of Pennsylvania 1990 — 1992
Bachelor of Arts, American History
Groton 1982 — 1986
Pasha Kopelyan Pasha Kopelyan's Lazard Experience July 2008 - January 2009
Job Senior Associate at Deloitte Corporate Finance
Industry Investment Banking
Experience
Deloitte Corporate Finance May 2012 - Present
Dresner Partners October 2009 - April 2012
Lazard July 2008 - January 2009
Accenture June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, DCF, Corporate Finance, Private Equity, Mergers, Due Diligence, Financial Analysis, Sell Side, Mergers & Acquisitions, Business Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance & Accounting
Valley High School 2000 — 2004
Deloitte Corporate Finance May 2012 - Present
Dresner Partners October 2009 - April 2012
Lazard July 2008 - January 2009
Accenture June 2007 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, DCF, Corporate Finance, Private Equity, Mergers, Due Diligence, Financial Analysis, Sell Side, Mergers & Acquisitions, Business Valuation
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
BBA, Finance & Accounting
Valley High School 2000 — 2004
Daniel Kim's Lazard Experience May 2009 - July 2009
Job Analyst at Tenzing Global Investors
Industry Investment Management
Experience
Tenzing Global Investors July 2014 - Present
Oracle July 2013 - June 2014
Bank of America Merrill Lynch July 2010 - June 2013
Lazard May 2009 - July 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Tenzing Global Investors July 2014 - Present
Oracle July 2013 - June 2014
Bank of America Merrill Lynch July 2010 - June 2013
Lazard May 2009 - July 2009
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S., Business Administration
Andrew Glaser Andrew Glaser's Lazard Experience June 2002 - June 2004
Job Principal at Glaser Consulting
Industry Sporting Goods
Experience
Glaser Consulting June 2013 - Present
ClubCrown by VIVE September 2011 - January 2015
Glaser Investments September 2009 - September 2011
George Weiss Associates June 2008 - September 2009
SAB Capital June 2004 - June 2008
Lazard June 2002 - June 2004
Skills
Sports, Golf, Golf Instruction, Marketing Strategy, Tournaments, Sports Marketing, Event Management, Golf Courses, Entrepreneurship, Sponsorship, Sports Industry, Merchandising, Golf Management, Coaching, Golf Club Repair, Golf Course Management, Alternative Investments, Brand Development, Club, Baseball, Emerging Markets, Corporate Development, Equities, Equity Research, Event Planning, Hedge Funds, Investments, Mutual Funds, Online Marketing, Portfolio Management, Private Equity, Restructuring, Retail, Sports Management, Start-ups, Tennis, Venture Capital
Education
University of Pennsylvania 1998 — 2002
BSE - Wharton, BAS - Moore School Engineering, Finance, Operations and Information Management, Systems Engineering, Math
Glaser Consulting June 2013 - Present
ClubCrown by VIVE September 2011 - January 2015
Glaser Investments September 2009 - September 2011
George Weiss Associates June 2008 - September 2009
SAB Capital June 2004 - June 2008
Lazard June 2002 - June 2004
Skills
Sports, Golf, Golf Instruction, Marketing Strategy, Tournaments, Sports Marketing, Event Management, Golf Courses, Entrepreneurship, Sponsorship, Sports Industry, Merchandising, Golf Management, Coaching, Golf Club Repair, Golf Course Management, Alternative Investments, Brand Development, Club, Baseball, Emerging Markets, Corporate Development, Equities, Equity Research, Event Planning, Hedge Funds, Investments, Mutual Funds, Online Marketing, Portfolio Management, Private Equity, Restructuring, Retail, Sports Management, Start-ups, Tennis, Venture Capital
Education
University of Pennsylvania 1998 — 2002
BSE - Wharton, BAS - Moore School Engineering, Finance, Operations and Information Management, Systems Engineering, Math
Patrick Z. Yang Patrick Z. Yang's Lazard Experience November 2011 - January 2012
Job Venture Capital at Highland Capital Partners
Industry Venture Capital & Private Equity
Experience
Highland Capital Partners July 2014 - Present
ENJOY Inc. August 2015 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Lazard November 2011 - January 2012
Morgan Joseph TriArtisan LLC May 2011 - August 2011
Renewable Analytics July 2010 - June 2011
Bloom Energy June 2009 - August 2009
Skills
Excel, Bloomberg, Financial Modeling, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Statistics, Investment Banking, Microsoft Word, Economics, Financial Analysis, Corporate Finance, Capital IQ, DCF, LBO, Finance, Venture Capital, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration and CET Alumnus
Mission San Jose High School
Highland Capital Partners July 2014 - Present
ENJOY Inc. August 2015 - Present
Morgan Stanley June 2013 - June 2014
Morgan Stanley June 2012 - August 2012
Lazard November 2011 - January 2012
Morgan Joseph TriArtisan LLC May 2011 - August 2011
Renewable Analytics July 2010 - June 2011
Bloom Energy June 2009 - August 2009
Skills
Excel, Bloomberg, Financial Modeling, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Statistics, Investment Banking, Microsoft Word, Economics, Financial Analysis, Corporate Finance, Capital IQ, DCF, LBO, Finance, Venture Capital, Mergers & Acquisitions
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration and CET Alumnus
Mission San Jose High School
Jerald Xu Jerald Xu's Lazard Experience May 2012 - July 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2014 - Present
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Baidu, Inc. July 2012 - August 2012
Lazard May 2012 - July 2012
Morgan Joseph TriArtisan August 2011 - December 2011
Novartis June 2011 - August 2011
Skills
Strategy, Business Analysis, Finance, Mergers & Acquisitions, Corporate Development, Product Management, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Capital IQ, Financial Institutions, LBO, Hedge Funds, Due Diligence, Business Valuation, Venture Capital, M&A experience, Fixed Income, Leveraged Finance, Business Strategy, Entrepreneurship, Market Research, Emerging Markets, Portfolio Management, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
Goldman Sachs July 2014 - Present
University of California, Berkeley, Haas School of Business August 2013 - December 2013
Goldman Sachs June 2013 - August 2013
Baidu, Inc. July 2012 - August 2012
Lazard May 2012 - July 2012
Morgan Joseph TriArtisan August 2011 - December 2011
Novartis June 2011 - August 2011
Skills
Strategy, Business Analysis, Finance, Mergers & Acquisitions, Corporate Development, Product Management, Economics, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Capital IQ, Financial Institutions, LBO, Hedge Funds, Due Diligence, Business Valuation, Venture Capital, M&A experience, Fixed Income, Leveraged Finance, Business Strategy, Entrepreneurship, Market Research, Emerging Markets, Portfolio Management, Competitive Analysis
Education
University of California, Berkeley, Haas School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Administration
Mission San Jose High School 2006 — 2010
Teoman (Teo) Ozsan Teoman (Teo) Ozsan's Lazard Experience 2009 - 2013
Job Director at RSPartners, LLC
Industry Investment Banking
Experience
RSPartners, LLC 2013 - Present
Lazard 2009 - 2013
Goldman Sachs 2008 - 2008
Lazard 2003 - 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Oxford 1999 — 2003
MEng
RSPartners, LLC 2013 - Present
Lazard 2009 - 2013
Goldman Sachs 2008 - 2008
Lazard 2003 - 2007
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA
University of Oxford 1999 — 2003
MEng
Javier De Andres-Gayon Javier De Andres-Gayon's Lazard Experience May 2013 - August 2013
Job Investments Analyst Global Investment Opportunities Group
Industry Banking
Experience
J.P. Morgan July 2014 - Present
Lazard May 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Statistics, Business Strategy, Microsoft Office, Business Analysis, Valuation, Financial Modeling, Spanish
Education
University of Michigan 2010 — 2014
B.A, Economics & Applied Statistics
J.P. Morgan July 2014 - Present
Lazard May 2013 - August 2013
Skills
Corporate Finance, Microsoft Excel, Data Analysis, Statistics, Business Strategy, Microsoft Office, Business Analysis, Valuation, Financial Modeling, Spanish
Education
University of Michigan 2010 — 2014
B.A, Economics & Applied Statistics
Christopher Courbier Christopher Courbier's Lazard Experience 2009 - 2011
Job Vice President at Britton Hill Partners
Industry Venture Capital & Private Equity
Experience
Britton Hill Partners 2015 - Present
GCP Capital Partners 2011 - 2015
Lazard 2009 - 2011
Merrill Lynch 2005 - 2009
Skills
Investments, Alternative Investments, Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
University of Michigan 2001 — 2005
Bachelor of Arts, History of Art
Britton Hill Partners 2015 - Present
GCP Capital Partners 2011 - 2015
Lazard 2009 - 2011
Merrill Lynch 2005 - 2009
Skills
Investments, Alternative Investments, Private Equity, LBO, Financial Modeling, Valuation, Investment Banking, Due Diligence
Education
University of Michigan 2001 — 2005
Bachelor of Arts, History of Art
Bharat Nagaswami Bharat Nagaswami's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Financial Services
Experience
Lazard June 2015 - Present
University of Pennsylvania September 2013 - May 2015
Linneman Associates May 2012 - May 2015
Lazard May 2014 - July 2014
Lubert Adler May 2013 - December 2013
Jones Lang LaSalle July 2013 - August 2013
The Children's Hospital of Philadelphia February 2012 - May 2012
Skills
Financial Modeling, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate, Real Estate Transactions, Financial Analysis
Education
University of Pennsylvania 2011 — 2015
BSE, Systems Science and Engineering
Haverford High School 2008 — 2011
Diploma
Lazard June 2015 - Present
University of Pennsylvania September 2013 - May 2015
Linneman Associates May 2012 - May 2015
Lazard May 2014 - July 2014
Lubert Adler May 2013 - December 2013
Jones Lang LaSalle July 2013 - August 2013
The Children's Hospital of Philadelphia February 2012 - May 2012
Skills
Financial Modeling, Economics, Microsoft Excel, PowerPoint, Microsoft Word, Real Estate, Real Estate Transactions, Financial Analysis
Education
University of Pennsylvania 2011 — 2015
BSE, Systems Science and Engineering
Haverford High School 2008 — 2011
Diploma
Erik Schuchard, CFA Erik Schuchard, CFA's Lazard Experience November 2011 - Present
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard November 2011 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2007
Lazard November 2011 - Present
Education
University of North Carolina at Chapel Hill 2004 — 2007
Jessica Kennedy Jessica Kennedy's Lazard Experience July 2004 - September 2005
Job Assistant Professor of Management at Vanderbilt Owen School of Management
Industry Research
Experience
Vanderbilt Owen Graduate School of Management May 2014 - Present
The Wharton School, Univ. of Pennsylvania July 2012 - June 2014
Goldman Sachs September 2005 - July 2007
Lazard July 2004 - September 2005
Skills
Data Analysis, Stata, Research, Financial Modeling, Statistics, SPSS
Education
Haas School of Business, UC Berkeley 2007 — 2012
Doctor of Philosophy (Ph.D.), Business Administration
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (B.S.), Economics
Westlake High School 1996 — 2000
Vanderbilt Owen Graduate School of Management May 2014 - Present
The Wharton School, Univ. of Pennsylvania July 2012 - June 2014
Goldman Sachs September 2005 - July 2007
Lazard July 2004 - September 2005
Skills
Data Analysis, Stata, Research, Financial Modeling, Statistics, SPSS
Education
Haas School of Business, UC Berkeley 2007 — 2012
Doctor of Philosophy (Ph.D.), Business Administration
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor of Science (B.S.), Economics
Westlake High School 1996 — 2000
Anton Gigov Anton Gigov's Lazard Experience October 2011 - April 2014
Job Associate Credit Investments at VTB
Industry Financial Services
Experience
VTB April 2014 - Present
Lazard October 2011 - April 2014
PwC June 2010 - September 2011
Cortal Consors April 2009 - May 2010
Junior Consulting Team November 2006 - April 2010
Cortal Consors December 2008 - March 2009
C.W. Downer & Co. June 2008 - August 2008
Deka Investment March 2008 - May 2008
Skills
FIG, Valuation, Private Equity, Business Planning, Banking, Capital Markets, Bloomberg, Investment Banking, M&A experience, Financial Analysis, Financial Modeling, Equity Research, Corporate Finance, Investments
Education
Friedrich-Alexander-Universität Erlangen-Nürnberg 2004 — 2010
Diplom-Kaufmann, Finance, General
VTB April 2014 - Present
Lazard October 2011 - April 2014
PwC June 2010 - September 2011
Cortal Consors April 2009 - May 2010
Junior Consulting Team November 2006 - April 2010
Cortal Consors December 2008 - March 2009
C.W. Downer & Co. June 2008 - August 2008
Deka Investment March 2008 - May 2008
Skills
FIG, Valuation, Private Equity, Business Planning, Banking, Capital Markets, Bloomberg, Investment Banking, M&A experience, Financial Analysis, Financial Modeling, Equity Research, Corporate Finance, Investments
Education
Friedrich-Alexander-Universität Erlangen-Nürnberg 2004 — 2010
Diplom-Kaufmann, Finance, General
Ada Johnson Ada Johnson's Lazard Experience February 2005 - June 2006
Job Buyer at Target
Industry Retail
Experience
Target December 2014 - Present
Target February 2014 - December 2014
Target March 2012 - February 2014
Best Buy October 2010 - March 2012
Best Buy September 2008 - November 2010
Best Buy September 2006 - September 2008
Lazard February 2005 - June 2006
Microsoft September 2005 - January 2006
Marshall Field's June 2005 - August 2005
JPI 2003 - 2004
Skills
Competitive Analysis, Marketing, Merchandising, Retail, Sales, Strategy, Cross-functional Team..., Forecasting, Integrated Marketing, Management, Leadership, Training, Project Planning, Project Management, Strategic Planning, Inventory Management
Education
Bethel University 2007 — 2009
MBA, Entrepreneurship
University of Minnesota-Twin Cities 2002 — 2006
Bachelors of Science, Retail Merchandising and Business Management
Target December 2014 - Present
Target February 2014 - December 2014
Target March 2012 - February 2014
Best Buy October 2010 - March 2012
Best Buy September 2008 - November 2010
Best Buy September 2006 - September 2008
Lazard February 2005 - June 2006
Microsoft September 2005 - January 2006
Marshall Field's June 2005 - August 2005
JPI 2003 - 2004
Skills
Competitive Analysis, Marketing, Merchandising, Retail, Sales, Strategy, Cross-functional Team..., Forecasting, Integrated Marketing, Management, Leadership, Training, Project Planning, Project Management, Strategic Planning, Inventory Management
Education
Bethel University 2007 — 2009
MBA, Entrepreneurship
University of Minnesota-Twin Cities 2002 — 2006
Bachelors of Science, Retail Merchandising and Business Management
Daniel Chiu Daniel Chiu's Lazard Experience July 1999 - January 2004
Job Founder at HD MADE
Industry Online Media
Experience
HD MADE September 2010 - Present
Crosby & Howard July 2011 - Present
Newsweek Digital October 2008 - December 2009
ESPN July 2007 - October 2008
ESPN January 2004 - July 2007
Lazard July 1999 - January 2004
Skills
Digital Media, Social Media, Digital Strategy, Social Media Marketing, Business Development, Marketing Strategy, Marketing Communications, Strategic Planning, Product Development, E-commerce, Creative Direction, Analytics, Strategy, Mobile Devices, Advertising
Education
University of Michigan 1995 — 1999
HD MADE September 2010 - Present
Crosby & Howard July 2011 - Present
Newsweek Digital October 2008 - December 2009
ESPN July 2007 - October 2008
ESPN January 2004 - July 2007
Lazard July 1999 - January 2004
Skills
Digital Media, Social Media, Digital Strategy, Social Media Marketing, Business Development, Marketing Strategy, Marketing Communications, Strategic Planning, Product Development, E-commerce, Creative Direction, Analytics, Strategy, Mobile Devices, Advertising
Education
University of Michigan 1995 — 1999
Nicholas Bower's Lazard Experience December 2002 - June 2003
Job Executive Director, Strategy & Business Development at 20th Century Fox Film
Industry Motion Pictures and Film
Experience
20th Century Fox Film June 2015 - Present
20th Century Fox Film June 2012 - June 2015
20th Century Fox Film December 2010 - June 2012
20th Century Fox Film June 2009 - December 2010
Mail Room Fund October 2008 - April 2009
Glu Mobile May 2008 - August 2008
CBS Corporation March 2005 - July 2007
Credit Suisse First Boston July 2003 - February 2005
Lazard December 2002 - June 2003
Skills
Corporate Development, Valuation, Mergers, Venture Capital, Due Diligence, Distribution Strategy, Business Strategy, Mergers & Acquisitions, Entertainment
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, General Management
The University of Chicago 1999 — 2003
BA, Economics
20th Century Fox Film June 2015 - Present
20th Century Fox Film June 2012 - June 2015
20th Century Fox Film December 2010 - June 2012
20th Century Fox Film June 2009 - December 2010
Mail Room Fund October 2008 - April 2009
Glu Mobile May 2008 - August 2008
CBS Corporation March 2005 - July 2007
Credit Suisse First Boston July 2003 - February 2005
Lazard December 2002 - June 2003
Skills
Corporate Development, Valuation, Mergers, Venture Capital, Due Diligence, Distribution Strategy, Business Strategy, Mergers & Acquisitions, Entertainment
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA, General Management
The University of Chicago 1999 — 2003
BA, Economics
Robert Berger Robert Berger's Lazard Experience September 1999 - April 2009
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild September 2011 - Present
Iron Hills Advisors May 2009 - October 2011
Lazard September 1999 - April 2009
Stern Stewart & Co 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Equity Capital Markets, Capital Markets Advisory, IPO, Follow-on Offerings, Secondary Offerings, Monetization, Mergers, Valuation, Private Placements, Capital Markets, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Deal Sourcing, Equity Research, Equities, Due Diligence
Education
The Wharton School, University of Pennsylvania 1992 — 1996
BS in Economics, Finance
Randolph High School 1988 — 1992
Rothschild September 2011 - Present
Iron Hills Advisors May 2009 - October 2011
Lazard September 1999 - April 2009
Stern Stewart & Co 1996 - 1999
Skills
Venture Capital, Private Equity, Investment Banking, Equity Capital Markets, Capital Markets Advisory, IPO, Follow-on Offerings, Secondary Offerings, Monetization, Mergers, Valuation, Private Placements, Capital Markets, Corporate Finance, Financial Structuring, Mergers & Acquisitions, Hedge Funds, Deal Sourcing, Equity Research, Equities, Due Diligence
Education
The Wharton School, University of Pennsylvania 1992 — 1996
BS in Economics, Finance
Randolph High School 1988 — 1992
Jordan Haddad Jordan Haddad's Lazard Experience June 2014 - Present
Job Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2014 - Present
Lazard May 2013 - July 2013
ARES MANAGEMENT, LLC June 2012 - August 2012
HILLEL IM SPORTS January 2011 - January 2012
Camp Winaukee June 2011 - August 2011
CAMP WINAUKEE June 2011 - August 2011
WILLIAM MORRIS ENDEAVOR AGENCY INC July 2009 - August 2009
Milwaukee Brewers Baseball Club June 2009 - July 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Capital IQ, Microsoft Office, Financial Analysis, Valuation, Equity Research, Equities, Bonds, Capital Markets, Private Equity, Microsoft Word, Due Diligence, Financial Markets, Investments, Finance
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA, Finance
College of Literature Science and the Arts 2010 — 2014
Minor in Interdisciplinary Astronomy
University of Michigan 2010 — 2014
Lazard June 2014 - Present
Lazard May 2013 - July 2013
ARES MANAGEMENT, LLC June 2012 - August 2012
HILLEL IM SPORTS January 2011 - January 2012
Camp Winaukee June 2011 - August 2011
CAMP WINAUKEE June 2011 - August 2011
WILLIAM MORRIS ENDEAVOR AGENCY INC July 2009 - August 2009
Milwaukee Brewers Baseball Club June 2009 - July 2009
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Capital IQ, Microsoft Office, Financial Analysis, Valuation, Equity Research, Equities, Bonds, Capital Markets, Private Equity, Microsoft Word, Due Diligence, Financial Markets, Investments, Finance
Education
Stephen M. Ross School of Business 2011 — 2014
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business 2011 — 2014
BBA, Finance
College of Literature Science and the Arts 2010 — 2014
Minor in Interdisciplinary Astronomy
University of Michigan 2010 — 2014
Nabil Islam Nabil Islam's Lazard Experience June 2012 - June 2014
Job Associate at Citadel Investment Group
Industry Financial Services
Experience
Citadel LLC August 2014 - Present
Lazard June 2012 - June 2014
Lazard May 2011 - July 2011
Colebrooke Capital May 2010 - August 2010
Sunrise Pharmaceuticals May 2009 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance, Accounting, Strategy
Citadel LLC August 2014 - Present
Lazard June 2012 - June 2014
Lazard May 2011 - July 2011
Colebrooke Capital May 2010 - August 2010
Sunrise Pharmaceuticals May 2009 - July 2009
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Finance, Accounting, Strategy
Anya Spielman Anya Spielman's Lazard Experience 2000 - 2005
Job Visual Artist
Industry Fine Art
Experience
Self Employed Artist 1989 - Present
Self Employed 2006 - Present
Isidro Miranda Gallery 2007 - Present
Art in Embassies Program - Department of State 2007 - 2014
Young Audiences Arts for Learning March 2012 - May 2012
Art Smart Linda Zweig Fine Art 1996 - 2009
LAZARD 2000 - 2005
Forecross 1997 - 1999
John Natsoulas Gallery 1993 - 1995
Skills
Contemporary Art, Visual Arts, Fine Art, Art Education, Galleries, Sculpture, Art History, Printmaking, Public Art, Studio Art, Museums, Curating
Education
University of California, Davis 1984 — 1989
BA, Major in Art Studio/Minor in Anthropology
Self Employed Artist 1989 - Present
Self Employed 2006 - Present
Isidro Miranda Gallery 2007 - Present
Art in Embassies Program - Department of State 2007 - 2014
Young Audiences Arts for Learning March 2012 - May 2012
Art Smart Linda Zweig Fine Art 1996 - 2009
LAZARD 2000 - 2005
Forecross 1997 - 1999
John Natsoulas Gallery 1993 - 1995
Skills
Contemporary Art, Visual Arts, Fine Art, Art Education, Galleries, Sculpture, Art History, Printmaking, Public Art, Studio Art, Museums, Curating
Education
University of California, Davis 1984 — 1989
BA, Major in Art Studio/Minor in Anthropology
Steven Gao Steven Gao's Lazard Experience May 2009 - August 2009
Job Senior Associate at Voce Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Voce Capital Management August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company July 2010 - June 2012
Lazard May 2009 - August 2009
Accenture May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BAS, Finance, Management, Computer Science
Voce Capital Management August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company July 2010 - June 2012
Lazard May 2009 - August 2009
Accenture May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2010
BAS, Finance, Management, Computer Science
Patrick Gillin's Lazard Experience April 2014 - Present
Job Associate at Lazard
Industry Investment Banking
Experience
Lazard April 2014 - Present
University of Chicago Booth School of Business January 2012 - March 2014
Entergy June 2013 - August 2013
Grace Trading February 2010 - January 2013
Deutsche Bank August 2008 - August 2009
Education
The University of Chicago 2012 — 2014
MBA, Accounting, Economics and Finance
University of Kentucky 2004 — 2008
BA, Finance, Management, Economics
Lazard April 2014 - Present
University of Chicago Booth School of Business January 2012 - March 2014
Entergy June 2013 - August 2013
Grace Trading February 2010 - January 2013
Deutsche Bank August 2008 - August 2009
Education
The University of Chicago 2012 — 2014
MBA, Accounting, Economics and Finance
University of Kentucky 2004 — 2008
BA, Finance, Management, Economics
Jeet Benipal Jeet Benipal's Lazard Experience June 2014 - Present
Job Vice President
Industry Investment Banking
Experience
Lazard June 2014 - Present
Venoco April 2011 - June 2014
Occidental Petroleum Corporation April 2007 - April 2011
Shell Oil Company February 2004 - April 2007
Skills
Oilfield Acquisitions..., Unconventional Resource..., Oilfield Management, General Management, Reservoir and..., Production Engineering, Reservoir Management, Divestitures, Oilfield, Reserves, Reservoir Engineering, Drilling, Unconventional, Petroleum Economics, Financial Modeling, Valuation, Due Diligence, Aries, Business Planning, Strategy, Petroleum Engineering, Reservoir Simulation, Energy, Energy Industry, Field Development, Upstream, Oil/Gas, Natural Gas, Oil & Gas Industry, Gas, Petroleum, Onshore, Well Testing, Drilling Engineering, Completions, Petroleum Geology, Product Optimization, Formation Evaluation, Pipelines, Petrophysics, Petrel, Directional Drilling, Stimulation, Completion, Offshore Drilling, Geophysics, Earth Science, Seismology, Pressure Transient..., Logging
Education
University of California, Los Angeles
MBA, Finance
The University of Texas, at Austin
Master of Science (MS), Petroleum Engineering
Lazard June 2014 - Present
Venoco April 2011 - June 2014
Occidental Petroleum Corporation April 2007 - April 2011
Shell Oil Company February 2004 - April 2007
Skills
Oilfield Acquisitions..., Unconventional Resource..., Oilfield Management, General Management, Reservoir and..., Production Engineering, Reservoir Management, Divestitures, Oilfield, Reserves, Reservoir Engineering, Drilling, Unconventional, Petroleum Economics, Financial Modeling, Valuation, Due Diligence, Aries, Business Planning, Strategy, Petroleum Engineering, Reservoir Simulation, Energy, Energy Industry, Field Development, Upstream, Oil/Gas, Natural Gas, Oil & Gas Industry, Gas, Petroleum, Onshore, Well Testing, Drilling Engineering, Completions, Petroleum Geology, Product Optimization, Formation Evaluation, Pipelines, Petrophysics, Petrel, Directional Drilling, Stimulation, Completion, Offshore Drilling, Geophysics, Earth Science, Seismology, Pressure Transient..., Logging
Education
University of California, Los Angeles
MBA, Finance
The University of Texas, at Austin
Master of Science (MS), Petroleum Engineering
Eric Welter Eric Welter's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Barclays June 2014 - August 2014
Gremler Financial Group June 2012 - August 2013
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2011 — 2015
Bachelor of Arts (B.A.), Spanish Language and Literature
Lazard June 2015 - Present
Barclays June 2014 - August 2014
Gremler Financial Group June 2012 - August 2013
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
University of Iowa 2011 — 2015
Bachelor of Arts (B.A.), Spanish Language and Literature
Jack Larson's Lazard Experience May 2015 - July 2015
Job Investment Banking Summer Analyst at Lazard
Industry Investment Banking
Experience
Lazard May 2015 - July 2015
Braintree June 2014 - June 2014
Choicelunch May 2013 - August 2013
SuccessFactors May 2012 - July 2012
Backyard Summer Sports Camp 2011 - 2012
Skills
Microsoft Excel, PowerPoint, Finance, Statistics, Video, Matlab, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Python, Perl, C++
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Sacred Heart Preparatory 2008 — 2012
Lazard May 2015 - July 2015
Braintree June 2014 - June 2014
Choicelunch May 2013 - August 2013
SuccessFactors May 2012 - July 2012
Backyard Summer Sports Camp 2011 - 2012
Skills
Microsoft Excel, PowerPoint, Finance, Statistics, Video, Matlab, Microsoft Office, Microsoft Word, Customer Service, Research, Teamwork, Python, Perl, C++
Education
University of Notre Dame 2012 — 2016
Bachelor of Science (B.S.), Computer Science
Sacred Heart Preparatory 2008 — 2012
Yi Jean Lim's Lazard Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - August 2015
Wish May 2014 - May 2015
Andreessen Horowitz (Berkeley Corporate Solutions) May 2014 - March 2015
Feature May 2013 - March 2015
Chevron February 2014 - May 2014
Cisco January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Illustrator, Keynote, Python, Scheme, Leadership, Start-ups, Marketing, Entrepreneurship, Market Research, Data Analysis, Social Media Marketing, Social Networking, Accounting, Business Strategy, Management Consulting, Marketing Strategy, Strategy, Research, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Lazard June 2015 - August 2015
Wish May 2014 - May 2015
Andreessen Horowitz (Berkeley Corporate Solutions) May 2014 - March 2015
Feature May 2013 - March 2015
Chevron February 2014 - May 2014
Cisco January 2014 - May 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Social Media, Teamwork, Public Speaking, HTML, Illustrator, Keynote, Python, Scheme, Leadership, Start-ups, Marketing, Entrepreneurship, Market Research, Data Analysis, Social Media Marketing, Social Networking, Accounting, Business Strategy, Management Consulting, Marketing Strategy, Strategy, Research, Financial Modeling
Education
University of California, Berkeley, Haas School of Business 2012 — 2016
Bachelor of Science (B.S.), Business Administration
Ian Lee's Lazard Experience 2009 - 2009
Job SVP at Citi Ventures
Industry Venture Capital & Private Equity
Experience
Citi Ventures 2014 - Present
IDEO Bits + Blocks coLAB June 2015 - Present
Citi Ventures & Plug and Play Global FinTech Accelerator March 2015 - Present
Kloud Technologies Inc. 2012 - Present
Philanthro Inc. 2006 - Present
Deloitte Touche Tohmatsu Limited (DTTL) 2012 - 2014
Monitor-Deloitte (Formerly Deloitte Consulting LLP) 2004 - 2012
Lazard 2009 - 2009
The Bear Fund LLC 2008 - 2008
Merrill Lynch & Co. 2003 - 2003
Skills
Strategy, Blockchain Technology, Bitcoin, Strategic Partnerships, FinTech, Corporate Venture..., Innovation Management, Mergers & Acquisitions, Management Consulting, Corporate Development, Business Strategy, Entrepreneurship, Due Diligence, Start-ups, Financial Modeling, Competitive Analysis, Market Research, Management, Strategic Planning, Mergers, Acquisition Integration, Venture Capital, Valuation, Marketing Strategy, Business Planning, Non-profits, Product Marketing, Restructuring, Financial Analysis, Deal Structuring, Business Valuation, Corporate Finance, Investment Banking, Change Management, Market Analysis, Competitive Intelligence, Business Management, Process Engineering, Cross-functional Team..., Turnaround Experience, Profitable Growth, Inventory Management, Supplier Development, Lead Time Reduction, Business Model..., Cost Reduction..., User Experience, Mobile Applications
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA, Strategy & Innovation
New York University 2013 — 2013
Mobile App Development and Programming (iOS)
University of California, Los Angeles 1999 — 2004
Double BA Degrees, Design Technology / Media Arts and Economics
Citi Ventures 2014 - Present
IDEO Bits + Blocks coLAB June 2015 - Present
Citi Ventures & Plug and Play Global FinTech Accelerator March 2015 - Present
Kloud Technologies Inc. 2012 - Present
Philanthro Inc. 2006 - Present
Deloitte Touche Tohmatsu Limited (DTTL) 2012 - 2014
Monitor-Deloitte (Formerly Deloitte Consulting LLP) 2004 - 2012
Lazard 2009 - 2009
The Bear Fund LLC 2008 - 2008
Merrill Lynch & Co. 2003 - 2003
Skills
Strategy, Blockchain Technology, Bitcoin, Strategic Partnerships, FinTech, Corporate Venture..., Innovation Management, Mergers & Acquisitions, Management Consulting, Corporate Development, Business Strategy, Entrepreneurship, Due Diligence, Start-ups, Financial Modeling, Competitive Analysis, Market Research, Management, Strategic Planning, Mergers, Acquisition Integration, Venture Capital, Valuation, Marketing Strategy, Business Planning, Non-profits, Product Marketing, Restructuring, Financial Analysis, Deal Structuring, Business Valuation, Corporate Finance, Investment Banking, Change Management, Market Analysis, Competitive Intelligence, Business Management, Process Engineering, Cross-functional Team..., Turnaround Experience, Profitable Growth, Inventory Management, Supplier Development, Lead Time Reduction, Business Model..., Cost Reduction..., User Experience, Mobile Applications
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2010
MBA, Strategy & Innovation
New York University 2013 — 2013
Mobile App Development and Programming (iOS)
University of California, Los Angeles 1999 — 2004
Double BA Degrees, Design Technology / Media Arts and Economics
Vishnu Thaver's Lazard Experience May 2012 - August 2012
Job Risk Analytics Consultant (PwC)
Industry Financial Services
Experience
PwC August 2014 - Present
Lazard May 2012 - August 2012
Mathematical Sciences Research Institute June 2011 - July 2011
Akili Consulting July 2009 - September 2009
Chomi- Tanzania Microcredit Program May 2009 - July 2009
Quizno's Subs January 2008 - August 2008
Skills
Data Sciences, Data Visualization, Risk Analytics, Microsoft Office, Bloomberg, Equity Valuation, Analytics, Microsoft Excel, Valuation, Financial Modeling, Fixed Income, Research, Social Media, Derivatives, Finance, Microsoft Word, Financial Analysis, PowerPoint
Education
University of Notre Dame 2013 — 2014
Maters of Science, Applied Computational Mathematics and Statistics
University of Notre Dame 2009 — 2013
BA, Finance, Applied Computational Mathematics and Statistics
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
PwC August 2014 - Present
Lazard May 2012 - August 2012
Mathematical Sciences Research Institute June 2011 - July 2011
Akili Consulting July 2009 - September 2009
Chomi- Tanzania Microcredit Program May 2009 - July 2009
Quizno's Subs January 2008 - August 2008
Skills
Data Sciences, Data Visualization, Risk Analytics, Microsoft Office, Bloomberg, Equity Valuation, Analytics, Microsoft Excel, Valuation, Financial Modeling, Fixed Income, Research, Social Media, Derivatives, Finance, Microsoft Word, Financial Analysis, PowerPoint
Education
University of Notre Dame 2013 — 2014
Maters of Science, Applied Computational Mathematics and Statistics
University of Notre Dame 2009 — 2013
BA, Finance, Applied Computational Mathematics and Statistics
University of Notre Dame - Mendoza College of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Arthi Kumar's Lazard Experience June 2014 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2014 - Present
Goldman Sachs June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Strategy, Microsoft Excel, SPSS, Securities, Finance, Valuation, Economics, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Data Analysis, Mandarin
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Lazard June 2014 - Present
Goldman Sachs June 2013 - August 2013
Fidelity Investments June 2012 - August 2012
Skills
Strategy, Microsoft Excel, SPSS, Securities, Finance, Valuation, Economics, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Data Analysis, Mandarin
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Bachelor of Business Administration (BBA)
Austin Barack's Lazard Experience May 2012 - July 2012
Job Finance, Corporate Development & Data Analytics at Payoneer
Industry Financial Services
Experience
Payoneer September 2013 - Present
Lazard May 2012 - July 2012
J.P. Morgan July 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Valuation, Corporate Finance, Data Analysis, Entrepreneurship
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance Concentration
University of Melbourne
The Dalton School
High School Diploma
Payoneer September 2013 - Present
Lazard May 2012 - July 2012
J.P. Morgan July 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Finance, Valuation, Corporate Finance, Data Analysis, Entrepreneurship
Education
Wharton School, University of Pennsylvania 2009 — 2013
Bachelor of Science in Economics, Finance Concentration
University of Melbourne
The Dalton School
High School Diploma
Brian Kuske's Lazard Experience June 2011 - August 2011
Job Director at Red Ventures
Industry Marketing and Advertising
Experience
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Red Ventures June 2014 - Present
Lincoln International July 2012 - June 2014
Lazard June 2011 - August 2011
United Airlines April 2009 - July 2010
United Airlines August 2007 - April 2009
United Airlines August 2006 - August 2007
Merrill Lynch May 2005 - August 2005
MacLean Fogg Inc. May 2005 - August 2005
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Financial Analysis, Strategy, Investment Banking, Finance, Corporate Finance, Mergers, Private Equity, Due Diligence, Forecasting, Analysis, Accounting, Business Planning, Bloomberg, M&A experience, Market Analysis, Investments, Competitive Analysis, Investment Management, Equities, Capital Markets, Business Valuation, Pricing, DCF, Corporate Development, Venture Capital, Digital Marketing, Sales Operations, Leadership
Education
University of Notre Dame - Mendoza College of Business 2010 — 2012
Master of Business Administration, Corporate Finance and Investments
University of Illinois at Urbana-Champaign - College of Business 2002 — 2006
Bachelor, Finance
Naperville North High School 1998 — 2002
Jeannie Chen's Lazard Experience 2007 - 2010
Job
Industry Financial Services
Experience
General Mills June 2015 - August 2015
Visa June 2013 - May 2014
Visa September 2011 - June 2013
Maranon Capital 2010 - 2011
Lazard 2007 - 2010
Skills
Mergers & Acquisitions, Corporate Development, Investments, Finance, Management, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Divestitures, Due Diligence, Venture Capital, Financial Analysis, Strategy, Mergers, Equities, Joint Ventures, Business Strategy, Mezzanine, Competitive Analysis, Capital Markets, Business Valuation, M&A experience, Restructuring, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2003 — 2007
Bachelor's Degree
Shanghai Jiao Tong University (上海交通大学) 2005 — 2005
General Mills June 2015 - August 2015
Visa June 2013 - May 2014
Visa September 2011 - June 2013
Maranon Capital 2010 - 2011
Lazard 2007 - 2010
Skills
Mergers & Acquisitions, Corporate Development, Investments, Finance, Management, Financial Modeling, Valuation, Private Equity, Investment Banking, Corporate Finance, Divestitures, Due Diligence, Venture Capital, Financial Analysis, Strategy, Mergers, Equities, Joint Ventures, Business Strategy, Mezzanine, Competitive Analysis, Capital Markets, Business Valuation, M&A experience, Restructuring, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2003 — 2007
Bachelor's Degree
Shanghai Jiao Tong University (上海交通大学) 2005 — 2005
Raghav Bhargava Raghav Bhargava's Lazard Experience May 2015 - July 2015
Job Student at University of Pennsylvania The Wharton School
Industry
Experience
Perelman School of Medicine at the University of Pennsylvania October 2014 - Present
Wharton Small Business Development Center August 2013 - Present
Lazard May 2015 - July 2015
The Wharton School August 2014 - December 2014
Kite Pharma, Inc. June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Solon High School
Perelman School of Medicine at the University of Pennsylvania October 2014 - Present
Wharton Small Business Development Center August 2013 - Present
Lazard May 2015 - July 2015
The Wharton School August 2014 - December 2014
Kite Pharma, Inc. June 2014 - August 2014
Education
University of Pennsylvania - The Wharton School 2012 — 2016
Bachelor of Science (B.S.), Economics
University of Pennsylvania 2012 — 2016
Bachelor of Arts (B.A.), Biology
Solon High School
Balfe Morrison Jr. Balfe Morrison Jr.'s Lazard Experience October 2013 - June 2015
Job Associate at First Reserve
Industry Venture Capital & Private Equity
Experience
First Reserve August 2015 - Present
Lazard October 2013 - June 2015
Bank of America Merrill Lynch July 2012 - September 2013
Wharton Accounting Department February 2012 - July 2012
Bank of America Merrill Lynch June 2011 - August 2011
Wharton Accounting Department September 2010 - June 2011
Moody's Investors Service June 2010 - August 2010
New York City Department of Education June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Education
University of Pennsylvania 2008 — 2012
Bachelors of Science in Economics, Finance
Horace Mann School 2002 — 2008
First Reserve August 2015 - Present
Lazard October 2013 - June 2015
Bank of America Merrill Lynch July 2012 - September 2013
Wharton Accounting Department February 2012 - July 2012
Bank of America Merrill Lynch June 2011 - August 2011
Wharton Accounting Department September 2010 - June 2011
Moody's Investors Service June 2010 - August 2010
New York City Department of Education June 2009 - August 2009
Deutsche Bank June 2008 - August 2008
Education
University of Pennsylvania 2008 — 2012
Bachelors of Science in Economics, Finance
Horace Mann School 2002 — 2008
Thania Amberiadis's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Lazard May 2014 - August 2014
Candesic June 2013 - October 2013
U.S. Department of Commerce August 2012 - December 2012
Altera May 2012 - August 2012
ZenDeals March 2012 - July 2012
St. Nicholas Hellenic School of San Jose September 2007 - May 2011
Skills
Social Networking, Editing, Research, PowerPoint, Strategic Planning, Marketing Strategy, Microsoft Excel, Teaching, Microsoft Office, SAP, Bloomberg, Lexis, Hoovers, Greek, Financial Modeling, Microsoft Word, Market Research, Marketing, Modeling, Economics, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management
Lynbrook High School 2007 — 2011
Valedictorian
Lazard June 2015 - Present
Lazard May 2014 - August 2014
Candesic June 2013 - October 2013
U.S. Department of Commerce August 2012 - December 2012
Altera May 2012 - August 2012
ZenDeals March 2012 - July 2012
St. Nicholas Hellenic School of San Jose September 2007 - May 2011
Skills
Social Networking, Editing, Research, PowerPoint, Strategic Planning, Marketing Strategy, Microsoft Excel, Teaching, Microsoft Office, SAP, Bloomberg, Lexis, Hoovers, Greek, Financial Modeling, Microsoft Word, Market Research, Marketing, Modeling, Economics, Data Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management
Lynbrook High School 2007 — 2011
Valedictorian
Bill Dunn Bill Dunn's Lazard Experience June 2013 - July 2015
Job Associate at Resource Land Holdings, LLC
Industry Financial Services
Experience
Resource Land Holdings, LLC August 2015 - Present
Lazard June 2013 - July 2015
Lazard June 2012 - August 2012
University of Iowa Housing August 2010 - May 2012
Mid America Securites August 2011 - January 2012
Merritt Research Service LLC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Financial Modeling, Bloomberg, Time Management, Data Analysis, Teamwork, Investments, Community Engagement, Nonprofits
Education
The University of Iowa 2009 — 2013
BBA, Finance
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Resource Land Holdings, LLC August 2015 - Present
Lazard June 2013 - July 2015
Lazard June 2012 - August 2012
University of Iowa Housing August 2010 - May 2012
Mid America Securites August 2011 - January 2012
Merritt Research Service LLC June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Financial Analysis, Financial Modeling, Bloomberg, Time Management, Data Analysis, Teamwork, Investments, Community Engagement, Nonprofits
Education
The University of Iowa 2009 — 2013
BBA, Finance
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Dawit Gessese's Lazard Experience June 2012 - Present
Job Financial AnalystMergers & Acquisitions at Lazard
Industry Investment Banking
Experience
Lazard June 2012 - Present
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.)
Lazard June 2012 - Present
Education
University of Pennsylvania 2008 — 2012
Bachelor of Arts (B.A.)
Jed Larson Jed Larson's Lazard Experience 1995 - 1999
Job Executive Recruiter / President at Larson Oregon LLC
Industry Staffing and Recruiting
Experience
Larson Oregon LLC 2007 - Present
Robert Half International Inc. 2003 - 2007
ScanlanKemperBard Companies 2000 - 2001
Lazard 1995 - 1999
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
University of Pennsylvania
Bachelor of Science (BS), Finance
Larson Oregon LLC 2007 - Present
Robert Half International Inc. 2003 - 2007
ScanlanKemperBard Companies 2000 - 2001
Lazard 1995 - 1999
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS), Finance
University of Pennsylvania
Bachelor of Science (BS), Finance
Brad Heshmaty's Lazard Experience June 2015 - Present
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard June 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Spanish, Community Outreach, Bloomberg, Linear Programming, Statistical Modeling, Corporate Finance, Calculus, Statistics, International Travel, Non-profit Volunteer, Fundraising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree
Ridge High School 2007 — 2011
High School
Lazard June 2015 - Present
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Spanish, Community Outreach, Bloomberg, Linear Programming, Statistical Modeling, Corporate Finance, Calculus, Statistics, International Travel, Non-profit Volunteer, Fundraising
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, General
University of North Carolina at Chapel Hill 2011 — 2015
Bachelor’s Degree
Ridge High School 2007 — 2011
High School
Shreyas Patel's Lazard Experience July 2010 - August 2011
Job Director of Business Development and Financial Strategy
Industry Investment Banking
Experience
Diplomat Rx July 2015 - Present
PwC / Strategy& March 2014 - July 2015
Ally Financial Inc. August 2011 - March 2014
Lazard July 2010 - August 2011
Wachovia Securities, LLC June 2005 - August 2008
Ford Motor Company July 2004 - May 2005
Skills
Due Diligence, Financial Analysis, Valuation, Mergers, Finance, Asset Management, Series 7, Mergers & Acquisitions, Modeling, Series 79, Series 63, Financial Advisory, Corporate Strategy..., Capital Markets, Integration, Divestitures, Business Strategy, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Equities, Acquisition Integration, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Strategy & Finance
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance & Accounting
Diplomat Rx July 2015 - Present
PwC / Strategy& March 2014 - July 2015
Ally Financial Inc. August 2011 - March 2014
Lazard July 2010 - August 2011
Wachovia Securities, LLC June 2005 - August 2008
Ford Motor Company July 2004 - May 2005
Skills
Due Diligence, Financial Analysis, Valuation, Mergers, Finance, Asset Management, Series 7, Mergers & Acquisitions, Modeling, Series 79, Series 63, Financial Advisory, Corporate Strategy..., Capital Markets, Integration, Divestitures, Business Strategy, Strategy, Corporate Finance, Financial Modeling, Investment Banking, Equities, Acquisition Integration, Consulting
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA, Strategy & Finance
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance & Accounting
Eric Stewart's Lazard Experience January 2014 - Present
Job Associate Healthcare Investment Banking at Lazard
Industry Investment Banking
Experience
Lazard January 2014 - Present
Houlihan Lokey June 2011 - December 2013
Stryker Corporation May 2009 - June 2011
Education
University of Michigan 2006 — 2009
Lazard January 2014 - Present
Houlihan Lokey June 2011 - December 2013
Stryker Corporation May 2009 - June 2011
Education
University of Michigan 2006 — 2009
Kaan Erenler Kaan Erenler's Lazard Experience 1994 - 1997
Job Vice President at Nomura
Industry Financial Services
Experience
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Nomura 2008 - Present
Lehman Brothers 2005 - 2008
Sindex Financial Systems 1999 - 2005
JP Morgan 1997 - 1999
Lazard 1994 - 1997
JYACC 1992 - 1994
Skills
Sybase, Credit Risk, Fixed Income, Market Risk, Equities, Java, Unix, Project Management, Program Management, Information Technology, IMM, IRB, Basel 3, CRD IV, Economic Capital, Collateral, Budget, Virtual Teams, Client Service, Informatica, Perl, J2EE, Risk Architecture, Financial Services, Capital Markets, Financial Risk, Investment Banking
Education
University of Pennsylvania
Bachelor of Science and Engineering, Systems Science and Engineering
Kevin Wu's Lazard Experience June 2014 - August 2014
Job Private Equity Analyst at Harvest Partners
Industry Financial Services
Experience
Harvest Partners July 2015 - Present
Lazard June 2014 - August 2014
Skills
Investment Banking, Mergers & Acquisitions, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Bloomberg, Data Analysis, Due Diligence
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS) in Economics, Finance, Accounting
Newton North High School
Harvest Partners July 2015 - Present
Lazard June 2014 - August 2014
Skills
Investment Banking, Mergers & Acquisitions, Finance, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Bloomberg, Data Analysis, Due Diligence
Education
Wharton School, University of Pennsylvania
Bachelor of Science (BS) in Economics, Finance, Accounting
Newton North High School
Brian Sefton's Lazard Experience June 2005 - August 2005
Job Vice President at Yukon Partners
Industry Venture Capital & Private Equity
Experience
Yukon Partners January 2015 - Present
Yukon Partners June 2013 - December 2014
Yukon Partners August 2010 - June 2013
Yukon Partners September 2008 - August 2010
Huron Consulting Group August 2007 - September 2008
Banc of America Securities May 2006 - August 2006
Lazard June 2005 - August 2005
Skills
Mergers, Due Diligence, LBO, Negotiation, Financial Reporting, Mergers & Acquisitions, Private Equity, Investments, Valuation, Financial Analysis, Equities, Business Valuation, Financial Modeling, Corporate Development, Venture Capital, Equity Research, Corporate Finance
Education
University of Notre Dame 2003 — 2007
Bachelor of Arts (BA), Finance, General
Yukon Partners January 2015 - Present
Yukon Partners June 2013 - December 2014
Yukon Partners August 2010 - June 2013
Yukon Partners September 2008 - August 2010
Huron Consulting Group August 2007 - September 2008
Banc of America Securities May 2006 - August 2006
Lazard June 2005 - August 2005
Skills
Mergers, Due Diligence, LBO, Negotiation, Financial Reporting, Mergers & Acquisitions, Private Equity, Investments, Valuation, Financial Analysis, Equities, Business Valuation, Financial Modeling, Corporate Development, Venture Capital, Equity Research, Corporate Finance
Education
University of Notre Dame 2003 — 2007
Bachelor of Arts (BA), Finance, General
Sheldon Katz, CPA Sheldon Katz, CPA's Lazard Experience October 2014 - Present
Job Senior Vice President at Lazard
Industry Computer Software
Experience
Lazard October 2014 - Present
The Navigators Group, Inc. September 2013 - October 2014
Reed Exhibitions March 2009 - September 2013
JWT 2008 - 2009
Self Employed Independent Peoplesoft Consultant 2005 - 2009
Financial Security Assurance 2002 - 2005
Noblestar 1995 - 1996
Skills
PeopleSoft, Business Analysis, Business Intelligence, SQL, Financials, Requirements Analysis, Visio, Project Management, Data Warehousing, Integration, Vendor Management, ERP, Business Process, Leadership, Accounts Payable, Consulting, Requirements Gathering
Education
The University of Connecticut
Bachelor of Science, Engineering
Lazard October 2014 - Present
The Navigators Group, Inc. September 2013 - October 2014
Reed Exhibitions March 2009 - September 2013
JWT 2008 - 2009
Self Employed Independent Peoplesoft Consultant 2005 - 2009
Financial Security Assurance 2002 - 2005
Noblestar 1995 - 1996
Skills
PeopleSoft, Business Analysis, Business Intelligence, SQL, Financials, Requirements Analysis, Visio, Project Management, Data Warehousing, Integration, Vendor Management, ERP, Business Process, Leadership, Accounts Payable, Consulting, Requirements Gathering
Education
The University of Connecticut
Bachelor of Science, Engineering
Sarah Vizachero's Lazard Experience June 2012 - June 2014
Job Investment Associate at Avenue Capital
Industry Financial Services
Experience
Avenue Capital Group June 2014 - Present
Lazard June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Skills
Bloomberg, Valuation, Capital IQ, Financial Modeling, Bloomberg Terminal
Education
University of Michigan 2008 — 2012
Bachelor of Business Administration, Finance
Avenue Capital Group June 2014 - Present
Lazard June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Skills
Bloomberg, Valuation, Capital IQ, Financial Modeling, Bloomberg Terminal
Education
University of Michigan 2008 — 2012
Bachelor of Business Administration, Finance
Nate Janzen Nate Janzen's Lazard Experience July 2014 - Present
Job Associate at Lazard
Industry Financial Services
Experience
Lazard July 2014 - Present
Lazard June 2011 - July 2014
Carlson School of Management February 2009 - April 2011
ATK 2010 - 2010
Skills
Data Analysis, Analysis, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investment Banking, Happy Hour, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Respect, Valuation, Management, Mergers
Education
University of Minnesota - Carlson School of Management 2008 — 2011
BSB, Finance & Accounting
Lazard July 2014 - Present
Lazard June 2011 - July 2014
Carlson School of Management February 2009 - April 2011
ATK 2010 - 2010
Skills
Data Analysis, Analysis, Corporate Finance, Due Diligence, Finance, Financial Analysis, Financial Modeling, Investment Banking, Happy Hour, Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Respect, Valuation, Management, Mergers
Education
University of Minnesota - Carlson School of Management 2008 — 2011
BSB, Finance & Accounting
Tife Oye's Lazard Experience June 2012 - December 2013
Job Analyst at Värde Partners
Industry Financial Services
Experience
Värde Partners June 2015 - Present
Ventas January 2014 - May 2015
Lazard June 2012 - December 2013
Education
University of Illinois at Urbana-Champaign
2012 – B.S. Finance & Accounting
Värde Partners June 2015 - Present
Ventas January 2014 - May 2015
Lazard June 2012 - December 2013
Education
University of Illinois at Urbana-Champaign
2012 – B.S. Finance & Accounting
Chaz Foster's Lazard Experience October 2007 - January 2014
Job President and CoFounder at KBB Partners, Inc.
Industry Financial Services
Experience
KBB Partners January 2014 - Present
Lazard October 2007 - January 2014
TPI August 2004 - 2007
BearingPoint 2002 - 2004
Mercer Management Consulting 1999 - 2002
3Com 1998 - 1999
Bank of Tokyo-Mitsubishi 1991 - 1996
Skills
Mergers, Corporate Finance, Venture Capital, Outsourcing, Offshoring, Corporate Development, Restructuring, Private Equity, Investment Banking, Business Strategy, Due Diligence, Management Consulting, Financial Analysis, Strategy Development, Strategic Planning, Business Planning, Acquisition Integration, Negotiation, Operations Management, Marketing Strategy, Financial Modeling, Business Transformation, Strategic Consulting, New Business Development, Contract Negotiation, Strategic Sourcing, Financial Management, Asset Management, Entrepreneurship, Budgeting, Valuation, Mergers & Acquisitions, Strategy, Business Process..., Managerial Finance, Business Development, Financial Services, Finance, Executive Management, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA
Washington and Lee University 1982 — 1986
BS
KBB Partners January 2014 - Present
Lazard October 2007 - January 2014
TPI August 2004 - 2007
BearingPoint 2002 - 2004
Mercer Management Consulting 1999 - 2002
3Com 1998 - 1999
Bank of Tokyo-Mitsubishi 1991 - 1996
Skills
Mergers, Corporate Finance, Venture Capital, Outsourcing, Offshoring, Corporate Development, Restructuring, Private Equity, Investment Banking, Business Strategy, Due Diligence, Management Consulting, Financial Analysis, Strategy Development, Strategic Planning, Business Planning, Acquisition Integration, Negotiation, Operations Management, Marketing Strategy, Financial Modeling, Business Transformation, Strategic Consulting, New Business Development, Contract Negotiation, Strategic Sourcing, Financial Management, Asset Management, Entrepreneurship, Budgeting, Valuation, Mergers & Acquisitions, Strategy, Business Process..., Managerial Finance, Business Development, Financial Services, Finance, Executive Management, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA
Washington and Lee University 1982 — 1986
BS
Ameesh Shah's Lazard Experience July 2001 - July 2003
Job
Industry Investment Management
Experience
Visium Asset Management October 2009 - Present
Tennenbaum Capital Partners August 2005 - October 2009
Ziff Brothers Investments August 2003 - July 2005
Lazard July 2001 - July 2003
Skills
Investments, Mergers & Acquisitions, Corporate Finance, Equities, Investment Banking, Strategy, Analysis, Credit, Management, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Equity Research, Investment Management, Finance
Education
The Wharton School, University of Pennsylvania 1997 — 2001
BS Economics
University of Pennsylvania 1997 — 2001
BS Economics
Princeton Day School 1984 — 1997
High School
Visium Asset Management October 2009 - Present
Tennenbaum Capital Partners August 2005 - October 2009
Ziff Brothers Investments August 2003 - July 2005
Lazard July 2001 - July 2003
Skills
Investments, Mergers & Acquisitions, Corporate Finance, Equities, Investment Banking, Strategy, Analysis, Credit, Management, Hedge Funds, Alternative Investments, Valuation, Financial Modeling, Fixed Income, Portfolio Management, Asset Management, Financial Analysis, Equity Research, Investment Management, Finance
Education
The Wharton School, University of Pennsylvania 1997 — 2001
BS Economics
University of Pennsylvania 1997 — 2001
BS Economics
Princeton Day School 1984 — 1997
High School
S. Lee's Lazard Experience July 1999 - June 2001
Job SVP / Head of Equities, EMD @ GIC
Industry Investment Management
Experience
GIC Asset Management June 2006 - Present
Standard Chartered Bank September 2003 - July 2004
TPG Capital July 2001 - June 2003
Lazard July 1999 - June 2001
LaSalle Investment Management July 1997 - June 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance & Accounting
The University of Chicago 1993 — 1997
B.A., Economics
Diamond Bar High School 1989 — 1993
GIC Asset Management June 2006 - Present
Standard Chartered Bank September 2003 - July 2004
TPG Capital July 2001 - June 2003
Lazard July 1999 - June 2001
LaSalle Investment Management July 1997 - June 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance & Accounting
The University of Chicago 1993 — 1997
B.A., Economics
Diamond Bar High School 1989 — 1993
Michael Kenefick's Lazard Experience July 2008 - August 2011
Job Partner at Kenex Holdings
Industry Venture Capital & Private Equity
Experience
Kenex Holdings July 2013 - Present
Wind Point Partners August 2011 - July 2013
Lazard July 2008 - August 2011
Wells Fargo May 2007 - August 2007
Franklin Capital Partners June 2006 - May 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Investments, Mergers, Equities, Venture Capital, LBO, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Competitive Analysis, DCF, Business Strategy, Microsoft Excel, M&A experience, Mergers & Acquisitions, Equity Research
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Finance and Entrepreneurial Management
Kenex Holdings July 2013 - Present
Wind Point Partners August 2011 - July 2013
Lazard July 2008 - August 2011
Wells Fargo May 2007 - August 2007
Franklin Capital Partners June 2006 - May 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Private Equity, Financial Analysis, Due Diligence, Investment Banking, Investments, Mergers, Equities, Venture Capital, LBO, Alternative Investments, Bloomberg, Capital Markets, Corporate Development, Competitive Analysis, DCF, Business Strategy, Microsoft Excel, M&A experience, Mergers & Acquisitions, Equity Research
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Finance and Entrepreneurial Management
Richard (Il Hyung) Lee's Lazard Experience October 2013 - Present
Job Restructuring Associate at Lazard
Industry Financial Services
Experience
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Lazard October 2013 - Present
UBS Investment Bank August 2012 - September 2013
UBS June 2011 - August 2011
Golden Arc September 2006 - June 2010
Archeus Capital Management April 2006 - August 2006
RBC Capital Markets August 2005 - April 2006
Lord Abbett & Co. LLC November 2003 - August 2005
Skills
Asset Managment, Bloomberg, Investment Banking, Mergers, Equities, Investment Advisory, Alternative Investments, Investments, Mergers & Acquisitions, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Finance, Accounting, Strategy
University of California, Irvine 1999 — 2003
BS, Information & Computer Science
Seoul International School 1995 — 1999
Stefan Jensen's Lazard Experience July 2010 - June 2013
Job Vice President at Riordan, Lewis & Haden Equity Partners
Industry Financial Services
Experience
Riordan, Lewis & Haden Equity Partners August 2015 - Present
Industrial Growth Partners August 2013 - July 2015
Lazard July 2010 - June 2013
Goldman Sachs June 2009 - August 2009
AEGON February 2008 - December 2008
Principal Financial Group May 2007 - January 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance and Economics
University of Iowa 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Economics
Riordan, Lewis & Haden Equity Partners August 2015 - Present
Industrial Growth Partners August 2013 - July 2015
Lazard July 2010 - June 2013
Goldman Sachs June 2009 - August 2009
AEGON February 2008 - December 2008
Principal Financial Group May 2007 - January 2008
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance and Economics
University of Iowa 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Economics
Alan Brock's Lazard Experience January 2014 - Present
Job Graphics Coordinator at Lazard Freres
Industry Banking
Experience
Lazard January 2014 - Present
Carved in Sound Music January 2001 - Present
Lazard Freres & Co. September 1995 - December 2013
Education
University of Maryland College Park 1983 — 1987
Lazard January 2014 - Present
Carved in Sound Music January 2001 - Present
Lazard Freres & Co. September 1995 - December 2013
Education
University of Maryland College Park 1983 — 1987
Roopak Shah's Lazard Experience March 2015 - Present
Job Associate in Private Placement Group at Lazard
Industry Investment Banking
Experience
Lazard March 2015 - Present
Raymond James Financial Inc. April 2013 - February 2015
Raymond James Financial Inc. April 2010 - March 2013
General Electric April 2009 - April 2010
General Electric January 2007 - April 2009
Skills
Restructuring, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Strategic Financial..., Due Diligence, Capital Markets, Bloomberg, Finance, Mergers & Acquisitions, Investment Banking, Financial Accounting
Education
University of Florida 2002 — 2006
Bachelor of Science in Business Administration - Finance
Lazard March 2015 - Present
Raymond James Financial Inc. April 2013 - February 2015
Raymond James Financial Inc. April 2010 - March 2013
General Electric April 2009 - April 2010
General Electric January 2007 - April 2009
Skills
Restructuring, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Strategic Financial..., Due Diligence, Capital Markets, Bloomberg, Finance, Mergers & Acquisitions, Investment Banking, Financial Accounting
Education
University of Florida 2002 — 2006
Bachelor of Science in Business Administration - Finance
Alex Weil, CFA's Lazard Experience December 2011 - December 2012
Job Strategy&
Industry Management Consulting
Experience
Strategy&, part of the PwC network January 2013 - Present
Lazard December 2011 - December 2012
UBS Investment Bank September 2010 - September 2011
Citigroup May 2004 - August 2010
GE Capital 2000 - 2004
William Blair 1998 - 2000
AAM Company 1995 - 1998
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Equities, Series 24, Series 7, Series 63, Chartered Financial..., Structured Finance, Mergers & Acquisitions, Financial Services, Portfolio Management, Banking, Capital Markets
Education
CFA Institute 1996 — 1998
CFA, CFA
University of Colorado Boulder 1990 — 1995
Bachelor, Finance
Strategy&, part of the PwC network January 2013 - Present
Lazard December 2011 - December 2012
UBS Investment Bank September 2010 - September 2011
Citigroup May 2004 - August 2010
GE Capital 2000 - 2004
William Blair 1998 - 2000
AAM Company 1995 - 1998
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Equities, Series 24, Series 7, Series 63, Chartered Financial..., Structured Finance, Mergers & Acquisitions, Financial Services, Portfolio Management, Banking, Capital Markets
Education
CFA Institute 1996 — 1998
CFA, CFA
University of Colorado Boulder 1990 — 1995
Bachelor, Finance
Loren Easton's Lazard Experience 2001 - 2003
Job Managing Director at American Securities
Industry Investment Management
Experience
American Securities September 2009 - Present
ACI Capital July 2003 - September 2009
York Capital Management May 2006 - August 2006
Lazard 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
University of Pennsylvania 1997 — 2001
BA, Economics and Political Science
Horace Mann 1993 — 1997
American Securities September 2009 - Present
ACI Capital July 2003 - September 2009
York Capital Management May 2006 - August 2006
Lazard 2001 - 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
University of Pennsylvania 1997 — 2001
BA, Economics and Political Science
Horace Mann 1993 — 1997
Jeff Meng's Lazard Experience June 2010 - June 2012
Job Private Equity Associate at First Reserve
Industry Financial Services
Experience
First Reserve August 2012 - Present
Lazard June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
First Reserve August 2012 - Present
Lazard June 2010 - June 2012
UBS Investment Bank June 2009 - August 2009
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Matthew Groppetti's Lazard Experience January 2006 - February 2008
Job Business Development at 3M Industrial Business Group
Industry Financial Services
Experience
3M November 2014 - Present
3M September 2010 - Present
3M March 2008 - September 2010
Lazard January 2006 - February 2008
Piper Jaffray May 2005 - August 2005
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Management and Finance
University of Wisconsin-Madison 2001 — 2005
BA, Finance
3M November 2014 - Present
3M September 2010 - Present
3M March 2008 - September 2010
Lazard January 2006 - February 2008
Piper Jaffray May 2005 - August 2005
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Management and Finance
University of Wisconsin-Madison 2001 — 2005
BA, Finance
Andrew Chung's Lazard Experience March 2004 - June 2005
Job Covenant Credit Partners, LLC
Industry Investment Management
Experience
Covenant Credit Partners, LLC October 2013 - Present
Oak Hill Advisors, L.P. April 2012 - October 2013
Stone Tower Capital August 2005 - April 2012
Lazard March 2004 - June 2005
Skills
Fixed Income, Financial Modeling, Special Situations, High Yield, Valuation, Hedge Funds, Bloomberg, LBO, Alternative Investments, Private Equity, Equity Research, Capital Markets, Investment Banking, Asset Management, Leveraged Finance
Education
University of Michigan 2001 — 2003
BBA, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
Covenant Credit Partners, LLC October 2013 - Present
Oak Hill Advisors, L.P. April 2012 - October 2013
Stone Tower Capital August 2005 - April 2012
Lazard March 2004 - June 2005
Skills
Fixed Income, Financial Modeling, Special Situations, High Yield, Valuation, Hedge Funds, Bloomberg, LBO, Alternative Investments, Private Equity, Equity Research, Capital Markets, Investment Banking, Asset Management, Leveraged Finance
Education
University of Michigan 2001 — 2003
BBA, Finance, Accounting
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
David Resnick's Lazard Experience February 1990 - March 1996
Job President at Third Avenue Management
Industry Financial Services
Experience
Third Avenue Management August 2012 - Present
Rothschild Inc. February 2000 - August 2012
Peter J. Solomon Company March 1996 - February 2000
Lazard February 1990 - March 1996
Merrill Lynch August 1985 - February 1990
Skills
Mergers, Investment Banking, Private Equity, Fundraising, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Private Placements, Equities, Financial Modeling, Financial Structuring
Education
University of Chicago Booth School of Business 1981 — 1985
MBA
University of Chicago Law School 1981 — 1985
JD
Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), European History
Third Avenue Management August 2012 - Present
Rothschild Inc. February 2000 - August 2012
Peter J. Solomon Company March 1996 - February 2000
Lazard February 1990 - March 1996
Merrill Lynch August 1985 - February 1990
Skills
Mergers, Investment Banking, Private Equity, Fundraising, Capital Markets, Valuation, Corporate Finance, Financial Analysis, Private Placements, Equities, Financial Modeling, Financial Structuring
Education
University of Chicago Booth School of Business 1981 — 1985
MBA
University of Chicago Law School 1981 — 1985
JD
Wesleyan University 1977 — 1981
Bachelor of Arts (B.A.), European History
Frances McLeod's Lazard Experience October 1989 - March 1991
Job Owner, FRA LLC
Industry Legal Services
Experience
FRA LLC January 2000 - Present
Forensic Risk Alliance, LLC 2000 - Present
Lazard October 1989 - March 1991
Skills
Litigation Support, Due Diligence, Forensic Accounting, Private Investigations, Mergers, Mergers & Acquisitions
Education
University of Oxford 1985 — 1989
MA, Oriental Studies (Chinese)
FRA LLC January 2000 - Present
Forensic Risk Alliance, LLC 2000 - Present
Lazard October 1989 - March 1991
Skills
Litigation Support, Due Diligence, Forensic Accounting, Private Investigations, Mergers, Mergers & Acquisitions
Education
University of Oxford 1985 — 1989
MA, Oriental Studies (Chinese)
Brett Barna's Lazard Experience 2006 - 2007
Job Portfolio Manager
Industry Investment Management
Experience
Moore Capital Management 2009 - Present
Perry Capital 2007 - 2008
Lazard 2006 - 2007
Education
University of Michigan 2002 — 2006
BA, BA, BA, Financial Mathematics, Chinese Studies, Economics
Moore Capital Management 2009 - Present
Perry Capital 2007 - 2008
Lazard 2006 - 2007
Education
University of Michigan 2002 — 2006
BA, BA, BA, Financial Mathematics, Chinese Studies, Economics
Kimberly Barone's Lazard Experience October 2006 - March 2015
Job Executive Assistant at CamberView Partners, LLC
Industry Investment Banking
Experience
CamberView Partners, LLC March 2015 - Present
Lazard October 2006 - March 2015
San Roque School July 2003 - June 2006
San Roque School September 2002 - June 2003
Progressive Motion 2001 - 2002
Skills
Teaching, Sales, Curriculum Design, Financial Modeling
Education
Antioch University, Santa Barbara 2005 — 2006
Clear Multi-subject Teaching Credential, Education
Antioch University, Santa Barbara 2003 — 2004
Preliminary Mutliple-subject Teaching Credential / Authorization for Single Subject Art Education, Education
University of California, Santa Barbara 1997 — 2001
BA, Art Studio, Minor in Art History
Lincoln High School 1993 — 1997
CamberView Partners, LLC March 2015 - Present
Lazard October 2006 - March 2015
San Roque School July 2003 - June 2006
San Roque School September 2002 - June 2003
Progressive Motion 2001 - 2002
Skills
Teaching, Sales, Curriculum Design, Financial Modeling
Education
Antioch University, Santa Barbara 2005 — 2006
Clear Multi-subject Teaching Credential, Education
Antioch University, Santa Barbara 2003 — 2004
Preliminary Mutliple-subject Teaching Credential / Authorization for Single Subject Art Education, Education
University of California, Santa Barbara 1997 — 2001
BA, Art Studio, Minor in Art History
Lincoln High School 1993 — 1997
Joshua Steiner's Lazard Experience 1995 - 2000
Job Head of Industry Verticals, Bloomberg LP
Industry Information Services
Experience
Bloomberg LP January 2013 - Present
NBCUniversal, Inc. January 2012 - October 2012
Quadrangle Group LLC April 2000 - December 2011
Lazard 1995 - 2000
Department of Treasury January 1993 - 1995
Skills
Management, Private Equity, LBO, Program Management, Emerging Markets, Business Strategy, Venture Capital, Mergers & Acquisitions, Mergers, Strategic Partnerships, Bloomberg, Investments, Start-ups, Corporate Development, Investor Relations, Public Speaking, Securities, Executive Management, Management Consulting, Leveraged Finance, Business Development, M&A experience, Equities, Strategic Planning, Asset Management, Financial Analysis, Due Diligence, Strategy, Valuation, Corporate Finance, Financial Modeling, Restructuring, Investment Banking, Entrepreneurship, Hedge Funds
Education
University of Oxford 1989 — 1990
M.St, History
Yale University 1983 — 1987
BA, History
Bloomberg LP January 2013 - Present
NBCUniversal, Inc. January 2012 - October 2012
Quadrangle Group LLC April 2000 - December 2011
Lazard 1995 - 2000
Department of Treasury January 1993 - 1995
Skills
Management, Private Equity, LBO, Program Management, Emerging Markets, Business Strategy, Venture Capital, Mergers & Acquisitions, Mergers, Strategic Partnerships, Bloomberg, Investments, Start-ups, Corporate Development, Investor Relations, Public Speaking, Securities, Executive Management, Management Consulting, Leveraged Finance, Business Development, M&A experience, Equities, Strategic Planning, Asset Management, Financial Analysis, Due Diligence, Strategy, Valuation, Corporate Finance, Financial Modeling, Restructuring, Investment Banking, Entrepreneurship, Hedge Funds
Education
University of Oxford 1989 — 1990
M.St, History
Yale University 1983 — 1987
BA, History
Evan Fox's Lazard Experience May 2006 - August 2006
Job Principal at Pzena Investment Management
Industry Investment Management
Experience
Pzena Investment Management July 2007 - Present
Lazard May 2006 - August 2006
Bell Laboratories June 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
BSE, BAS, Finance, Biotechnology
Pzena Investment Management July 2007 - Present
Lazard May 2006 - August 2006
Bell Laboratories June 2004 - August 2004
Education
University of Pennsylvania 2003 — 2007
BSE, BAS, Finance, Biotechnology
Chris Hendrickson's Lazard Experience 2008 - March 2012
Job at
Industry Investment Banking
Experience
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Ziegler March 2012 - Present
Lazard 2008 - March 2012
Ovations 2003 - 2008
UnitedHealth Group 2003 - 2008
RBC Capital Markets 1999 - 2002
Dain Rauscher Wessels 1999 - 2002
RBC Capital Markets, San Francisco 1999 - 2001
Education
University of Michigan 1997 — 1999
MBA
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance
University of St. Thomas 1986 — 1999
BA, Accounting
Alia Rafi's Lazard Experience 2015 - Present
Job Private Funds Advisory Group at Lazard
Industry Investment Management
Experience
Lazard 2015 - Present
AlpInvest Partners January 2012 - December 2014
Partners Group 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2010
Credit Suisse June 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Valuation, Private Equity, Due Diligence, Investments, Financial Analysis, Corporate Finance, Venture Capital, Alternative Investments, Investment Banking
Education
University of Pennsylvania 2004 — 2008
Bachelors of Science in Economics, Finance and Management
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance and Management
Lazard 2015 - Present
AlpInvest Partners January 2012 - December 2014
Partners Group 2010 - 2012
Wachovia, A Wells Fargo Company 2008 - 2010
Credit Suisse June 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Valuation, Private Equity, Due Diligence, Investments, Financial Analysis, Corporate Finance, Venture Capital, Alternative Investments, Investment Banking
Education
University of Pennsylvania 2004 — 2008
Bachelors of Science in Economics, Finance and Management
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance and Management
Deborah Proskurniak's Lazard Experience June 2004 - Present
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard June 2004 - Present
Jones Lang LaSalle 2001 - 2004
Tishman Speyer June 1996 - January 2001
Skills
Valuation, Debt, Capital Raising, LBO, Financial Modeling, Private Equity, Investment Banking, Debt Restructuring, Deal Execution, Capital Markets, DCF, Due Diligence, Asset Management, Structured Finance, Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
BBA with High Distinction, Accounting
Lazard June 2004 - Present
Jones Lang LaSalle 2001 - 2004
Tishman Speyer June 1996 - January 2001
Skills
Valuation, Debt, Capital Raising, LBO, Financial Modeling, Private Equity, Investment Banking, Debt Restructuring, Deal Execution, Capital Markets, DCF, Due Diligence, Asset Management, Structured Finance, Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1993
BBA with High Distinction, Accounting
Jasminka Arnautovic's Lazard Experience June 2014 - August 2014
Job Associate at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank July 2015 - Present
Notre Dame Endowment Office January 2015 - Present
Lazard June 2014 - August 2014
Aksia January 2009 - June 2013
Citadel Solutions LLC June 2008 - December 2008
Skills
Due Diligence, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Economic Science, Finance, Business & Public Policy, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Arts, International Relations, Graduated cum laude
Ashbury College 2000 — 2004
UBS Investment Bank July 2015 - Present
Notre Dame Endowment Office January 2015 - Present
Lazard June 2014 - August 2014
Aksia January 2009 - June 2013
Citadel Solutions LLC June 2008 - December 2008
Skills
Due Diligence, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investments
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), Finance
University of Pennsylvania - The Wharton School 2004 — 2008
BS, Finance, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Economic Science, Finance, Business & Public Policy, Graduated cum laude
University of Pennsylvania 2004 — 2008
Bachelor of Arts, International Relations, Graduated cum laude
Ashbury College 2000 — 2004
Patrick Mastan's Lazard Experience April 2010 - Present
Job Director, Technology Investment Banking at Lazard
Industry Investment Banking
Experience
Lazard April 2010 - Present
Kronos January 2010 - April 2010
Deutsche Bank June 2004 - June 2009
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Finance
Lazard April 2010 - Present
Kronos January 2010 - April 2010
Deutsche Bank June 2004 - June 2009
Education
University of Connecticut 2000 — 2004
Bachelor of Science, Finance
Ray Vora, CPA CIA's Lazard Experience March 2012 - March 2013
Job Senior Audit Manager at GFI Group
Industry Investment Management
Experience
GFI Group January 2014 - Present
Lazard March 2012 - March 2013
Prudential Financial December 2006 - March 2012
State Street January 2001 - May 2006
Merrill Lynch Investment Management June 1990 - December 2000
Skills
CPA, CIA, CISA, Internal Audit, Fund Accounting, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk, Cash Management, Financial Analysis, Hedge Funds, Asset Managment, Accounting, Capital Markets
Education
University of Mumbai
Bechlor of Commerce, Accounting and Finance
GFI Group January 2014 - Present
Lazard March 2012 - March 2013
Prudential Financial December 2006 - March 2012
State Street January 2001 - May 2006
Merrill Lynch Investment Management June 1990 - December 2000
Skills
CPA, CIA, CISA, Internal Audit, Fund Accounting, Financial Reporting, Mutual Funds, Sarbanes-Oxley Act, Enterprise Risk..., Operational Risk, Cash Management, Financial Analysis, Hedge Funds, Asset Managment, Accounting, Capital Markets
Education
University of Mumbai
Bechlor of Commerce, Accounting and Finance
Zarrah Birdie's Lazard Experience June 2011 - May 2013
Job MBA Candidate at UC BerkeleyHaas School of Business
Industry Management Consulting
Experience
Clinton Health Access Initiative October 2014 - June 2015
Clinton Health Access Initiative January 2014 - October 2014
Clinton Health Access Initiative May 2013 - January 2014
Lazard June 2011 - May 2013
The Caedmon Group LLC February 2010 - October 2010
Goldman Sachs June 2010 - August 2010
UBS June 2009 - December 2009
Equilar February 2009 - May 2009
KASB Bank May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management, Strategy Consulting
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, Concentration in Finance, Minor in Public Policy
Karachi Grammar School 1997 — 2007
GED, GCE A Levels; O Levels - University of Cambridge International Examinations
Clinton Health Access Initiative October 2014 - June 2015
Clinton Health Access Initiative January 2014 - October 2014
Clinton Health Access Initiative May 2013 - January 2014
Lazard June 2011 - May 2013
The Caedmon Group LLC February 2010 - October 2010
Goldman Sachs June 2010 - August 2010
UBS June 2009 - December 2009
Equilar February 2009 - May 2009
KASB Bank May 2008 - August 2008
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Non-Profit/Public/Organizational Management, Strategy Consulting
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, Concentration in Finance, Minor in Public Policy
Karachi Grammar School 1997 — 2007
GED, GCE A Levels; O Levels - University of Cambridge International Examinations
Simon Shen's Lazard Experience June 2009 - August 2009
Job Business Operations at LinkedIn
Industry Internet
Experience
LinkedIn August 2014 - Present
Silver Lake Partners July 2012 - July 2014
Goldman Sachs July 2010 - July 2012
Lazard June 2009 - August 2009
Lila Capital Partners September 2008 - May 2009
BTI Group June 2008 - August 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S. & B.A., Business Administration, Economics
LinkedIn August 2014 - Present
Silver Lake Partners July 2012 - July 2014
Goldman Sachs July 2010 - July 2012
Lazard June 2009 - August 2009
Lila Capital Partners September 2008 - May 2009
BTI Group June 2008 - August 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2010
B.S. & B.A., Business Administration, Economics
Austin Forsyth's Lazard Experience March 2010 - August 2011
Job Senior Associate at Monomoy Capital Partners
Industry Investment Management
Experience
Monomoy Capital Partners July 2013 - Present
Monomoy Capital Partners August 2011 - June 2013
Lazard March 2010 - August 2011
Quality Plus Mfg May 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Economics, Philosophy
Monomoy Capital Partners July 2013 - Present
Monomoy Capital Partners August 2011 - June 2013
Lazard March 2010 - August 2011
Quality Plus Mfg May 2009 - February 2010
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
BBA, Economics, Philosophy
Russel Efron's Lazard Experience 1998 - 2000
Job Vice President, Ilon & Co., Art Acvisory
Industry Entertainment
Experience
Ilon & Co October 2008 - Present
HOODZ of Hell's Kitchen December 2010 - February 2015
RREEF - Deutche Bank 2007 - 2009
Art Capital Group 2006 - 2007
MIO Partners 2001 - 2006
204 W 123rd st 2004 - 2004
AnalytX, Inc. 2000 - 2001
Lazard 1998 - 2000
Goldstein Golub Kessler and Co 1996 - 1998
Hecht & Company 1993 - 1996
Skills
FDNY Certified...., Operations Management, Budgets, Team Building, Strategic Planning, New Business Development, Customer Service, Contract Negotiation, Sales Management, Negotiation, Start-ups, Business Strategy, Sales, Accounting, Financial Analysis
Education
University of Cape Town 1987 — 1991
BComm, Accounting, Finance
Camps Bay High School 1979 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
Ilon & Co October 2008 - Present
HOODZ of Hell's Kitchen December 2010 - February 2015
RREEF - Deutche Bank 2007 - 2009
Art Capital Group 2006 - 2007
MIO Partners 2001 - 2006
204 W 123rd st 2004 - 2004
AnalytX, Inc. 2000 - 2001
Lazard 1998 - 2000
Goldstein Golub Kessler and Co 1996 - 1998
Hecht & Company 1993 - 1996
Skills
FDNY Certified...., Operations Management, Budgets, Team Building, Strategic Planning, New Business Development, Customer Service, Contract Negotiation, Sales Management, Negotiation, Start-ups, Business Strategy, Sales, Accounting, Financial Analysis
Education
University of Cape Town 1987 — 1991
BComm, Accounting, Finance
Camps Bay High School 1979 — 1982
Bachelor of Commerce (B.Com.), Accounting and Finance
manu singhal's Lazard Experience 2004 - 2006
Job
Industry Oil & Energy
Experience
Lazard 2004 - 2006
Education
University of Michigan
MBA
Lazard 2004 - 2006
Education
University of Michigan
MBA
Dave Lapidus's Lazard Experience 1999 - 2001
Job Tishman Speyer Properties
Industry Commercial Real Estate
Experience
Tishman Speyer April 2015 - Present
McCarthy Cook January 2002 - March 2015
Lazard 1999 - 2001
Skills
Asset Managment, Real Estate, Valuation, Corporate Real Estate, Due Diligence, Investments, Capital Markets
Education
University of Michigan 1996 — 1999
Bachelor's degree
Tishman Speyer April 2015 - Present
McCarthy Cook January 2002 - March 2015
Lazard 1999 - 2001
Skills
Asset Managment, Real Estate, Valuation, Corporate Real Estate, Due Diligence, Investments, Capital Markets
Education
University of Michigan 1996 — 1999
Bachelor's degree
John Waldock's Lazard Experience 2003 - 2012
Job Director at Lazard
Industry Financial Services
Experience
Lazard 2003 - 2012
LaBranche & Co. April 2002 - May 2003
Credit Suisse May 2000 - November 2001
UBS May 1999 - May 2000
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB Finance
Lazard 2003 - 2012
LaBranche & Co. April 2002 - May 2003
Credit Suisse May 2000 - November 2001
UBS May 1999 - May 2000
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB Finance
Kevin McNeill's Lazard Experience July 2013 - March 2015
Job Investment Banking Associate at Leerink Partners LLC
Industry Investment Banking
Experience
Leerink Partners LLC April 2015 - Present
Lazard July 2013 - March 2015
Lazard July 2011 - July 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (BS), Business Administration
Leerink Partners LLC April 2015 - Present
Lazard July 2013 - March 2015
Lazard July 2011 - July 2013
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (BS), Business Administration
Breandan Gleason's Lazard Experience August 2006 - July 2008
Job FullTime MBA Student, Carlson School of Management
Industry Primary/Secondary Education
Experience
Stroz Friedberg July 2008 - August 2014
Lazard August 2006 - July 2008
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2002 — 2006
Bachelor of Arts (B.A.), Economics
Stroz Friedberg July 2008 - August 2014
Lazard August 2006 - July 2008
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Chicago 2002 — 2006
Bachelor of Arts (B.A.), Economics
Bryan Hsu's Lazard Experience June 2011 - August 2011
Job Investment Associate at Institutional Venture Partners
Industry Financial Services
Experience
Institutional Venture Partners (IVP) August 2014 - Present
Qatalyst Partners June 2012 - July 2014
Department of Management- The Wharton School December 2008 - January 2012
Lazard June 2011 - August 2011
Accton Technology Corporation June 2009 - August 2009
Department of Management - The Wharton School & Booz & Co. January 2009 - March 2009
Skills
Investment Banking, Hedge Funds, Financial Modeling, Corporate Finance, Equities
Education
University of Pennsylvania 2008 — 2012
B.S.Engineering, Systems Science & Engineering, Magna Cum Laude
University of Pennsylvania - The Wharton School 2008 — 2012
B.S.Economics, Finance, Magna Cum Laude
Cistercian
Institutional Venture Partners (IVP) August 2014 - Present
Qatalyst Partners June 2012 - July 2014
Department of Management- The Wharton School December 2008 - January 2012
Lazard June 2011 - August 2011
Accton Technology Corporation June 2009 - August 2009
Department of Management - The Wharton School & Booz & Co. January 2009 - March 2009
Skills
Investment Banking, Hedge Funds, Financial Modeling, Corporate Finance, Equities
Education
University of Pennsylvania 2008 — 2012
B.S.Engineering, Systems Science & Engineering, Magna Cum Laude
University of Pennsylvania - The Wharton School 2008 — 2012
B.S.Economics, Finance, Magna Cum Laude
Cistercian
Anthony Park Yu's Lazard Experience August 2015 - Present
Job Associate at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
BMO Capital Markets June 2014 - August 2014
DaVita August 2008 - May 2013
Philanthro February 2010 - 2013
Skills
Corporate Finance, Business Strategy, Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Due Diligence, Strategy, Management Consulting, Strategic Planning, Financial Reporting, Corporate Development, Analysis, Start-ups
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.S., Molecular, Cell, Developmental Biology
Lazard August 2015 - Present
BMO Capital Markets June 2014 - August 2014
DaVita August 2008 - May 2013
Philanthro February 2010 - 2013
Skills
Corporate Finance, Business Strategy, Financial Modeling, Finance, Financial Analysis, Valuation, Data Analysis, Due Diligence, Strategy, Management Consulting, Strategic Planning, Financial Reporting, Corporate Development, Analysis, Start-ups
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.S., Molecular, Cell, Developmental Biology
Chris Clegg's Lazard Experience July 2012 - September 2014
Job Vice President at GE Capital
Industry Investment Banking
Experience
GE Capital October 2014 - Present
Lazard July 2012 - September 2014
Clean Energy Capital October 2010 - February 2012
The Royal Bank of Scotland April 2006 - September 2010
The Royal Bank of Scotland July 2004 - March 2006
The Royal Bank of Scotland September 2003 - July 2004
The Royal Bank of Scotland July 2001 - September 2001
Education
University of Cambridge 1998 — 2002
Masters
GE Capital October 2014 - Present
Lazard July 2012 - September 2014
Clean Energy Capital October 2010 - February 2012
The Royal Bank of Scotland April 2006 - September 2010
The Royal Bank of Scotland July 2004 - March 2006
The Royal Bank of Scotland September 2003 - July 2004
The Royal Bank of Scotland July 2001 - September 2001
Education
University of Cambridge 1998 — 2002
Masters
Matthew Hawk's Lazard Experience June 2011 - July 2013
Job Associate at THL Credit, Inc.
Industry Investment Management
Experience
THL Credit, Inc. January 2014 - Present
Lazard June 2011 - July 2013
University of Illinois at Urbana-Champaign August 2008 - May 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Valuation Modeling, Debt Restructuring, Distressed Debt, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance & Accountancy, Business, 3.8 / 4.0
THL Credit, Inc. January 2014 - Present
Lazard June 2011 - July 2013
University of Illinois at Urbana-Champaign August 2008 - May 2010
Skills
Financial Analysis, Financial Modeling, Business Valuation, Valuation Modeling, Debt Restructuring, Distressed Debt, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Capital IQ
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Finance & Accountancy, Business, 3.8 / 4.0
Joseph Garigliano's Lazard Experience March 2012 - January 2014
Job Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital January 2014 - Present
Lazard March 2012 - January 2014
Ernst & Young September 2011 - March 2012
University of Notre Dame August 2010 - May 2011
Campus Apartments March 2010 - September 2010
Monticello Motor Club May 2010 - August 2010
Ernst & Young 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Business Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Hunting, Investment Banking, Financial Reporting, Valuation
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MSA, Accounting
University of Notre Dame 2006 — 2010
BBA, Accounting
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Accounting
Peak Rock Capital January 2014 - Present
Lazard March 2012 - January 2014
Ernst & Young September 2011 - March 2012
University of Notre Dame August 2010 - May 2011
Campus Apartments March 2010 - September 2010
Monticello Motor Club May 2010 - August 2010
Ernst & Young 2009 - 2009
Skills
Financial Modeling, Financial Analysis, Accounting, Business Valuation, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Hunting, Investment Banking, Financial Reporting, Valuation
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MSA, Accounting
University of Notre Dame 2006 — 2010
BBA, Accounting
University of Notre Dame - Mendoza College of Business 2006 — 2010
BBA, Accounting
Jason Liberman's Lazard Experience May 2012 - June 2012
Job Equity Research Analyst at Barclays
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Lazard May 2012 - June 2012
Master Bond Inc. May 2011 - June 2011
Skills
Microsoft Office, Customer Service, Management, Leadership, Microsoft Word, Research, Strategic Planning, Sales, Public Speaking
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Barclays Investment Bank July 2014 - Present
Lazard May 2012 - June 2012
Master Bond Inc. May 2011 - June 2011
Skills
Microsoft Office, Customer Service, Management, Leadership, Microsoft Word, Research, Strategic Planning, Sales, Public Speaking
Education
University of Pennsylvania 2010 — 2014
Bachelor of Arts (B.A.), Mathematics
Jason Bernhard's Lazard Experience 1997 - Present
Job Managing Director and Head of North American Healthcare Investment Banking at Lazard
Industry Financial Services
Experience
Lazard 1997 - Present
Smith Barney 1994 - 1997
Merrill Lynch 1988 - 1994
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1984 — 1988
BA, European History
Lazard 1997 - Present
Smith Barney 1994 - 1997
Merrill Lynch 1988 - 1994
Education
University of Pennsylvania - The Wharton School 1991 — 1993
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1984 — 1988
BA, European History
Eric Butcher's Lazard Experience August 2014 - March 2015
Job Chief Investment Officer
Industry Financial Services
Experience
Koch Industries April 2015 - Present
Lazard August 2014 - March 2015
Lazard Capital Markets July 2011 - August 2014
Taylor Investment Advisors, LP 2007 - 2010
Northern Lights Advisors,L.P. 2005 - 2006
McVeigh & Co., L.P. 1994 - 2004
Skills
Alternative Investments, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Securities, Equity Derivatives, Bonds, Options, Derivatives, Capital Markets, Series 7, Equity Trading, Trading, Equities
Education
University of Colorado at Boulder
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
University of Washington
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Koch Industries April 2015 - Present
Lazard August 2014 - March 2015
Lazard Capital Markets July 2011 - August 2014
Taylor Investment Advisors, LP 2007 - 2010
Northern Lights Advisors,L.P. 2005 - 2006
McVeigh & Co., L.P. 1994 - 2004
Skills
Alternative Investments, Bloomberg, Hedge Funds, Fixed Income, Equity Research, Securities, Equity Derivatives, Bonds, Options, Derivatives, Capital Markets, Series 7, Equity Trading, Trading, Equities
Education
University of Colorado at Boulder
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
University of Washington
Master of Science (M.S.), Aerospace, Aeronautical and Astronautical Engineering
Gore Song's Lazard Experience July 2013 - February 2015
Job Associate at GI Partners
Industry Financial Services
Experience
GI Partners March 2015 - Present
Lazard July 2013 - February 2015
Morgan Stanley June 2012 - August 2012
Skills
Capital IQ, Bloomberg, Bloomberg Terminal, LBO, Social Media, Mandarin, Mergers & Acquisitions, Public Speaking, Microsoft Word, Research, Microsoft Excel, Financial Modeling, Investment Banking, Skydiving, Microsoft Office, Financial Analysis, Valuation, PowerPoint
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S. Business Administration, B.A. Psychology
Diamond Bar High School 2005 — 2009
GI Partners March 2015 - Present
Lazard July 2013 - February 2015
Morgan Stanley June 2012 - August 2012
Skills
Capital IQ, Bloomberg, Bloomberg Terminal, LBO, Social Media, Mandarin, Mergers & Acquisitions, Public Speaking, Microsoft Word, Research, Microsoft Excel, Financial Modeling, Investment Banking, Skydiving, Microsoft Office, Financial Analysis, Valuation, PowerPoint
Education
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
B.S. Business Administration, B.A. Psychology
Diamond Bar High School 2005 — 2009
Kerryn Andrews's Lazard Experience June 2012 - Present
Job Vice President at Lazard
Industry Financial Services
Experience
Lazard June 2012 - Present
Lazard Asset Management January 2007 - June 2012
Moore Capital Management, LLC October 2006 - January 2007
Stride & Associates September 2003 - September 2006
Education
University of Delaware 1999 — 2003
BA, International Relations
Lazard June 2012 - Present
Lazard Asset Management January 2007 - June 2012
Moore Capital Management, LLC October 2006 - January 2007
Stride & Associates September 2003 - September 2006
Education
University of Delaware 1999 — 2003
BA, International Relations
Burke Brown's Lazard Experience June 2014 - Present
Job Analyst at Lazard Frères & Co.
Industry Venture Capital & Private Equity
Experience
Lazard June 2014 - Present
Education
University of North Carolina at Chapel Hill 2010 — 2014
Lazard June 2014 - Present
Education
University of North Carolina at Chapel Hill 2010 — 2014
Elizabeth Fife's Lazard Experience June 2009 - July 2012
Job Founder & CEO at Batter & Cream
Industry Food & Beverages
Experience
Batter & Cream March 2013 - Present
Canaccord Genuity Inc. November 2012 - February 2013
Lazard June 2009 - July 2012
Education
University of Pennsylvania 2005 — 2009
Batter & Cream March 2013 - Present
Canaccord Genuity Inc. November 2012 - February 2013
Lazard June 2009 - July 2012
Education
University of Pennsylvania 2005 — 2009
Joe Carliner's Lazard Experience June 2009 - November 2010
Job Director, Global Financial Planning & Analysis at Virtustream
Industry Information Technology and Services
Experience
Virtustream December 2010 - Present
Lazard June 2009 - November 2010
Greenspring Associates 2007 - 2007
Skills
Finance, Accounting, Valuation, DCF Valuation, LBO, Cash Flow Forecasting, Investment Banking, Venture Capital, Wealth Management, Microsoft Excel, Microsoft Office, PowerPoint, Visual Basic, Comparable Analysis, Bloomberg, Capital IQ, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Analysis, Forecasting, Financial Analysis, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0
Virtustream December 2010 - Present
Lazard June 2009 - November 2010
Greenspring Associates 2007 - 2007
Skills
Finance, Accounting, Valuation, DCF Valuation, LBO, Cash Flow Forecasting, Investment Banking, Venture Capital, Wealth Management, Microsoft Excel, Microsoft Office, PowerPoint, Visual Basic, Comparable Analysis, Bloomberg, Capital IQ, Financial Reporting, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Analysis, Forecasting, Financial Analysis, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 4.0
Andrew Schweibold's Lazard Experience 2005 - 2007
Job CoFounder at Delos Capital
Industry Investment Management
Experience
Delos Capital 2013 - Present
Vision Capital 2009 - 2013
Apollo Global Management LLC 2008 - 2009
GTCR LLC 2007 - 2008
Lazard 2005 - 2007
Skills
Due Diligence, Private Equity, Valuation, Investment Banking, Financial Modeling, LBO, Corporate Finance, Capital Markets, Venture Capital, Mergers & Acquisitions, Restructuring, Equity Research, Investments, Alternative Investments, Hedge Funds, Financial Structuring, Leveraged Finance, Portfolio Management, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance & Economics
Delos Capital 2013 - Present
Vision Capital 2009 - 2013
Apollo Global Management LLC 2008 - 2009
GTCR LLC 2007 - 2008
Lazard 2005 - 2007
Skills
Due Diligence, Private Equity, Valuation, Investment Banking, Financial Modeling, LBO, Corporate Finance, Capital Markets, Venture Capital, Mergers & Acquisitions, Restructuring, Equity Research, Investments, Alternative Investments, Hedge Funds, Financial Structuring, Leveraged Finance, Portfolio Management, M&A experience
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Bachelor of Business Administration (B.B.A.), Finance & Economics
Gabriel Fineberg's Lazard Experience May 2014 - July 2014
Job Student at University of Pennsylvania The Wharton School
Industry Banking
Experience
Lazard May 2014 - July 2014
Société Générale June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's of Science, Finance, General
University of Pennsylvania - The Wharton School
Lazard May 2014 - July 2014
Société Générale June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Event Planning, Time Management, Data Analysis
Education
University of Pennsylvania 2011 — 2015
Bachelor of Arts (B.A.), History
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor's of Science, Finance, General
University of Pennsylvania - The Wharton School
Eli Gross's Lazard Experience 1990 - 1992
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1998 - Present
Dillon Read & Co. 1996 - 1998
Lazard 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania 1986 — 1990
Bachelor of Science (BSc)
Morgan Stanley August 1998 - Present
Dillon Read & Co. 1996 - 1998
Lazard 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania 1986 — 1990
Bachelor of Science (BSc)
T Rowe Price
The Blackstone Group
Pioneer Investments
ING Investment Management
Deutsche Asset Management
Lazard Asset Management
Natixis Global Asset Management
Harvard Management Company