Lazard Middle Market
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1980 Parent organization: Lazard Subsidiary: Goldsmith, Agio, Helms Securities, Inc.
Lazard Middle Market List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Lazard Middle Market. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Lazard Middle Market Salaries. You can even request information on how much does Lazard Middle Market pay if you want to. Learn about salaries, pros and cons of working for Lazard Middle Market directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
51 Lazard Middle Market employees in database. Find out everything there's to know about Lazard Middle Market employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Lazard Middle Market Employees
Employee
Years
Job
Industry
Bill Jarrett Bill Jarrett's Lazard Middle Market Experience June 1996 - March 2009
Job Managing Director, TrueNorth Capital Partners
Industry Investment Banking
Experience
TrueNorth Capital Partners LLC May 2015 - Present
Triangle Capital LLC August 2013 - July 2014
Quetico Partners LLC March 2009 - 2013
Lazard Middle Market June 1996 - March 2009
Skills
Corporate Finance, Private Equity, Equities, Capital Raising, Corporate Development, Mergers & Acquisitions, M&A experience, Financial Modeling, Financial Services, Investment Banking, Valuation, Financial Analysis, Due Diligence, Middle Market, Bloomberg, Alternative Investments, Strategic Planning, LBO, Venture Capital, Growth Capital, Private Placements, Divestitures, Business Valuation, Deal Sourcing, Buyouts, Equity Valuation, Venture Financing, Strategy
Education
Dartmouth College 1973 — 1977
AB (with Honors), History
Yale University - Yale School of Management 1980 — 1982
MBA, Finance, Organizational Behavior
TrueNorth Capital Partners LLC May 2015 - Present
Triangle Capital LLC August 2013 - July 2014
Quetico Partners LLC March 2009 - 2013
Lazard Middle Market June 1996 - March 2009
Skills
Corporate Finance, Private Equity, Equities, Capital Raising, Corporate Development, Mergers & Acquisitions, M&A experience, Financial Modeling, Financial Services, Investment Banking, Valuation, Financial Analysis, Due Diligence, Middle Market, Bloomberg, Alternative Investments, Strategic Planning, LBO, Venture Capital, Growth Capital, Private Placements, Divestitures, Business Valuation, Deal Sourcing, Buyouts, Equity Valuation, Venture Financing, Strategy
Education
Dartmouth College 1973 — 1977
AB (with Honors), History
Yale University - Yale School of Management 1980 — 1982
MBA, Finance, Organizational Behavior
Glenn Milner Glenn Milner's Lazard Middle Market Experience June 2013 - August 2013
Job Associate at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2014 - Present
Lazard Middle Market June 2013 - August 2013
Baltimore City Public Schools 2010 - 2012
General Electric (GE) 2007 - 2009
Skills
Cross-functional Team..., Market Research, New Business Development, Matlab, Unigraphics, Teaching, Business Development, Venture Capital, Venture Financing, Venture Development, Private Equity, Business Strategy, Mechanical Engineering, Youth Leadership, Coaching, Investment Banking, Financial Modeling, Corporate Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Clemson University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Wells Fargo Securities July 2014 - Present
Lazard Middle Market June 2013 - August 2013
Baltimore City Public Schools 2010 - 2012
General Electric (GE) 2007 - 2009
Skills
Cross-functional Team..., Market Research, New Business Development, Matlab, Unigraphics, Teaching, Business Development, Venture Capital, Venture Financing, Venture Development, Private Equity, Business Strategy, Mechanical Engineering, Youth Leadership, Coaching, Investment Banking, Financial Modeling, Corporate Finance
Education
UNC Kenan-Flagler Business School 2012 — 2014
Clemson University 2005 — 2009
Bachelor of Science (B.S.), Mechanical Engineering
Eric Crowley Eric Crowley's Lazard Middle Market Experience August 2008 - May 2013
Job GE Capital
Industry Venture Capital & Private Equity
Experience
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
Amy Shay Amy Shay's Lazard Middle Market Experience October 2007 - December 2009
Job Corporate Communications Manager at Rudolph Technologies
Industry Semiconductors
Experience
Rudolph Technologies April 2013 - Present
Rudolph Technologies January 2010 - March 2013
Lazard Middle Market October 2007 - December 2009
Rudolph Technologies July 2004 - October 2007
Skills
Marketing Communications, Product Marketing, Public Relations, Online Marketing, Trade Shows, Event Planning, Merger Communications, Corporate Communications, Advertising, Marketing, Project Management, Mergers & Acquisitions, Product Launch, Market Research, Marketing Strategy
Education
College of Saint Benedict 2000 — 2004
Management, Marketing
Saint John's University 2000 — 2004
Management, Marketing
Rudolph Technologies April 2013 - Present
Rudolph Technologies January 2010 - March 2013
Lazard Middle Market October 2007 - December 2009
Rudolph Technologies July 2004 - October 2007
Skills
Marketing Communications, Product Marketing, Public Relations, Online Marketing, Trade Shows, Event Planning, Merger Communications, Corporate Communications, Advertising, Marketing, Project Management, Mergers & Acquisitions, Product Launch, Market Research, Marketing Strategy
Education
College of Saint Benedict 2000 — 2004
Management, Marketing
Saint John's University 2000 — 2004
Management, Marketing
Allison Schoeneck Allison Schoeneck's Lazard Middle Market Experience June 2009 - August 2009
Job Associate at Providence Equity Partners
Industry Hospital & Health Care
Experience
naviHealth, Inc. June 2015 - August 2015
Providence Equity Partners June 2012 - June 2014
McKinsey & Company October 2010 - June 2012
Lazard Middle Market June 2009 - August 2009
Peek March 2008 - December 2008
NavPoint Financial June 2007 - August 2007
Education
Harvard Business School 2014 — 2016
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
Bachelor of Science, Financial Engineering
International School of Minnesota
naviHealth, Inc. June 2015 - August 2015
Providence Equity Partners June 2012 - June 2014
McKinsey & Company October 2010 - June 2012
Lazard Middle Market June 2009 - August 2009
Peek March 2008 - December 2008
NavPoint Financial June 2007 - August 2007
Education
Harvard Business School 2014 — 2016
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2010
Bachelor of Science, Financial Engineering
International School of Minnesota
Angela Flitter Angela Flitter's Lazard Middle Market Experience April 1999 - April 2008
Job Executive Assistant at Kantar Media Marx
Industry Market Research
Experience
Kantar Media Marx April 2008 - Present
Lazard Middle Market April 1999 - April 2008
Lindquist & Vennum April 1993 - April 1999
Skills
Accounts Payable, ADP Payroll, Accounts Receivable, Bank Reconciliation, Invoice Processing, Office Management, 10 Key, Microsoft Office 2007, Outlook, Retail Sales, Market Research
Education
CenterPoint Massage and Shiatsu Therapy School and Clinic
West High - Minneapolis MN
Kantar Media Marx April 2008 - Present
Lazard Middle Market April 1999 - April 2008
Lindquist & Vennum April 1993 - April 1999
Skills
Accounts Payable, ADP Payroll, Accounts Receivable, Bank Reconciliation, Invoice Processing, Office Management, 10 Key, Microsoft Office 2007, Outlook, Retail Sales, Market Research
Education
CenterPoint Massage and Shiatsu Therapy School and Clinic
West High - Minneapolis MN
Konstantine Bourlas Konstantine Bourlas's Lazard Middle Market Experience May 2012 - Present
Job Associate
Industry Investment Banking
Experience
Lazard Middle Market May 2012 - Present
The Chicago Corporation September 2011 - March 2012
Graycor Construction Company July 2010 - July 2011
The Timken Company January 2008 - July 2010
The Timken Company July 2006 - December 2007
Skills
Strategy, Business Development, Mergers & Acquisitions, Due Diligence, Market Research, Valuation, Sales, Manufacturing, Marketing, Recruiting, Training, Investments, Business Strategy, Project Management, Mergers, Lean Manufacturing, Microsoft Office, Strategic Planning, Competitive Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Accounting
Carnegie Mellon University 2002 — 2006
Bachelor, Mechanical Engineering
Lazard Middle Market May 2012 - Present
The Chicago Corporation September 2011 - March 2012
Graycor Construction Company July 2010 - July 2011
The Timken Company January 2008 - July 2010
The Timken Company July 2006 - December 2007
Skills
Strategy, Business Development, Mergers & Acquisitions, Due Diligence, Market Research, Valuation, Sales, Manufacturing, Marketing, Recruiting, Training, Investments, Business Strategy, Project Management, Mergers, Lean Manufacturing, Microsoft Office, Strategic Planning, Competitive Analysis, Financial Modeling
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Finance and Accounting
Carnegie Mellon University 2002 — 2006
Bachelor, Mechanical Engineering
Kevin Janicki Kevin Janicki's Lazard Middle Market Experience January 2001 - May 2014
Job Mergers & Acquisitions at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group October 2014 - Present
Lazard Middle Market January 2001 - May 2014
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
MPP
University of Notre Dame 1992 — 1996
BA, Economics and Government
Lewis Mills
Craig-Hallum Capital Group October 2014 - Present
Lazard Middle Market January 2001 - May 2014
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
MPP
University of Notre Dame 1992 — 1996
BA, Economics and Government
Lewis Mills
Steve Griffiths Steve Griffiths's Lazard Middle Market Experience March 2006 - June 2007
Job SVP of Marketing, Strategy & Analytics at DialogTech
Industry Internet
Experience
G2 Crowd August 2014 - Present
DialogTech August 2011 - Present
Second Century Ventures June 2009 - July 2011
Kellogg School of Management September 2007 - June 2009
Lazard Middle Market March 2006 - June 2007
L.E.K. Consulting September 2002 - March 2006
Skills
SaaS, Entrepreneurship, Mergers & Acquisitions, Marketing, Management, Venture Capital, Strategy, Business Strategy, Private Equity, Product Management, Start-ups, Management Consulting, Financial Analysis, Competitive Analysis, Analytics, Strategic Planning, Corporate Finance, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Marketing, Accounting & Information Management
Northwestern University 1998 — 2002
B.S., Industrial Engineering and Management Science
G2 Crowd August 2014 - Present
DialogTech August 2011 - Present
Second Century Ventures June 2009 - July 2011
Kellogg School of Management September 2007 - June 2009
Lazard Middle Market March 2006 - June 2007
L.E.K. Consulting September 2002 - March 2006
Skills
SaaS, Entrepreneurship, Mergers & Acquisitions, Marketing, Management, Venture Capital, Strategy, Business Strategy, Private Equity, Product Management, Start-ups, Management Consulting, Financial Analysis, Competitive Analysis, Analytics, Strategic Planning, Corporate Finance, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Marketing, Accounting & Information Management
Northwestern University 1998 — 2002
B.S., Industrial Engineering and Management Science
Brad Barker Brad Barker's Lazard Middle Market Experience June 2009 - April 2012
Job Vice President at Huron Capital Partners
Industry Venture Capital & Private Equity
Experience
Huron Capital Partners April 2012 - Present
Albireo Energy May 2014 - Present
Lazard Middle Market June 2009 - April 2012
Cadence Innovation January 2006 - August 2007
Cadence Innovation April 2004 - January 2006
Skills
Financial Analysis, Mergers, Valuation, Corporate Finance, Business Strategy, Due Diligence, Investments, Strategic Planning, Project Management, Venture Capital, Analysis, Management Consulting, Process Engineering
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Investments
University of Michigan 1999 — 2004
B.S & B.A., Industrial Engineering & Mathematics
St. Ignatius
Huron Capital Partners April 2012 - Present
Albireo Energy May 2014 - Present
Lazard Middle Market June 2009 - April 2012
Cadence Innovation January 2006 - August 2007
Cadence Innovation April 2004 - January 2006
Skills
Financial Analysis, Mergers, Valuation, Corporate Finance, Business Strategy, Due Diligence, Investments, Strategic Planning, Project Management, Venture Capital, Analysis, Management Consulting, Process Engineering
Education
University of Notre Dame - Mendoza College of Business 2007 — 2009
MBA, Investments
University of Michigan 1999 — 2004
B.S & B.A., Industrial Engineering & Mathematics
St. Ignatius
Jared Rance Jared Rance's Lazard Middle Market Experience May 2010 - March 2013
Job Vice President, Mergers and Acquisitions at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group May 2014 - Present
Lazard March 2013 - May 2014
Lazard Middle Market May 2010 - March 2013
University of Michigan September 2008 - May 2010
Lazard Middle Market May 2009 - August 2009
Ford Motor Company January 2007 - May 2009
Skills
Mergers, Mergers, Investment Banking, Investments, Financial Modeling, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
MBA, Finance and Accounting
Coe College 2000 — 2004
BA, Economics and Business Administration
Craig-Hallum Capital Group May 2014 - Present
Lazard March 2013 - May 2014
Lazard Middle Market May 2010 - March 2013
University of Michigan September 2008 - May 2010
Lazard Middle Market May 2009 - August 2009
Ford Motor Company January 2007 - May 2009
Skills
Mergers, Mergers, Investment Banking, Investments, Financial Modeling, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
MBA, Finance and Accounting
Coe College 2000 — 2004
BA, Economics and Business Administration
Brian Lobo Brian Lobo's Lazard Middle Market Experience 2004 - 2006
Job Senior Vice President at GulfStar Group
Industry Investment Banking
Experience
GulfStar Group 2006 - Present
Lazard Middle Market 2004 - 2006
AMD 2003 - 2004
Skills
Investment Banking, Valuation, Financial Reporting, Corporate Finance, Financial Analysis, Financial Modeling, Finance, Private Equity, Mergers & Acquisitions, Treasury, Due Diligence, Equities
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
GulfStar Group 2006 - Present
Lazard Middle Market 2004 - 2006
AMD 2003 - 2004
Skills
Investment Banking, Valuation, Financial Reporting, Corporate Finance, Financial Analysis, Financial Modeling, Finance, Private Equity, Mergers & Acquisitions, Treasury, Due Diligence, Equities
Education
The University of Texas at Austin
Bachelor of Business Administration (BBA), Accounting and Finance
Cynthia Zebro Cynthia Zebro's Lazard Middle Market Experience February 2010 - Present
Job Vice President of Marketing at Lazard Middle Market
Industry Marketing and Advertising
Experience
Lazard Middle Market February 2010 - Present
George K. Baum & Company 2009 - 2010
US Bank 2009 - 2009
Piper Jaffray 1995 - 2008
Prudential Home Mortgage 1991 - 1994
Investment Rarities Incorporated 1986 - 1991
Skills
Marketing, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Due Diligence, Access, Social Media, Online Advertising, Social Media Marketing, Negotiation, Research, Marketing Communications, Training, Advertising, Public Relations
Education
Minnesota School of Business 1984 — 1986
St. Croix Lutheran High School 1980 — 1984
Lazard Middle Market February 2010 - Present
George K. Baum & Company 2009 - 2010
US Bank 2009 - 2009
Piper Jaffray 1995 - 2008
Prudential Home Mortgage 1991 - 1994
Investment Rarities Incorporated 1986 - 1991
Skills
Marketing, PowerPoint, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Due Diligence, Access, Social Media, Online Advertising, Social Media Marketing, Negotiation, Research, Marketing Communications, Training, Advertising, Public Relations
Education
Minnesota School of Business 1984 — 1986
St. Croix Lutheran High School 1980 — 1984
David Oman David Oman's Lazard Middle Market Experience July 2011 - May 2013
Job Investment Professional at Castlelake
Industry Investment Management
Experience
Castlelake May 2013 - Present
Lazard Middle Market July 2011 - May 2013
Lazard Middle Market June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Washington University in St. Louis 2007 — 2011
BSBA, Finance, French, International Business and Accounting
University of Minnesota-Twin Cities 2005 — 2007
French
Castlelake May 2013 - Present
Lazard Middle Market July 2011 - May 2013
Lazard Middle Market June 2010 - August 2010
Merrill Lynch June 2009 - August 2009
Education
Washington University in St. Louis 2007 — 2011
BSBA, Finance, French, International Business and Accounting
University of Minnesota-Twin Cities 2005 — 2007
French
Isaac Daugherty's Lazard Middle Market Experience June 2015 - August 2015
Job University of Notre Dame Class of 2016
Industry
Experience
Lazard Middle Market June 2015 - August 2015
Minnesota Department of Commerce June 2014 - August 2014
FILO Productions, Inc. June 2013 - August 2013
Skills
Trade Shows, Sponsorship, Live Events, Event Planning, Corporate Events, Event Management, Sports Marketing, Sports Management
Education
University of Notre Dame 2012 — 2016
Economics and Statistics
Cretin-Derham Hall 2009 — 2012
Lazard Middle Market June 2015 - August 2015
Minnesota Department of Commerce June 2014 - August 2014
FILO Productions, Inc. June 2013 - August 2013
Skills
Trade Shows, Sponsorship, Live Events, Event Planning, Corporate Events, Event Management, Sports Marketing, Sports Management
Education
University of Notre Dame 2012 — 2016
Economics and Statistics
Cretin-Derham Hall 2009 — 2012
Steve Tipler Steve Tipler's Lazard Middle Market Experience 2004 - Present
Job Managing Director at Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market 2004 - Present
Lazard Middle Market April 2005 - December 2011
Fredrikson & Byron August 1998 - April 2005
Skills
Start-ups, Mergers, Mergers & Acquisitions, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
William Mitchell College of Law 1995 — 1998
JD, Law
Lazard Middle Market 2004 - Present
Lazard Middle Market April 2005 - December 2011
Fredrikson & Byron August 1998 - April 2005
Skills
Start-ups, Mergers, Mergers & Acquisitions, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
William Mitchell College of Law 1995 — 1998
JD, Law
David Shuler David Shuler's Lazard Middle Market Experience 2004 - 2006
Job Principal at Northstar Capital
Industry Investment Management
Experience
Northstar Capital March 2006 - Present
Lazard Middle Market 2004 - 2006
Dougherty & Company 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Northstar Capital March 2006 - Present
Lazard Middle Market 2004 - 2006
Dougherty & Company 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Adam Hoffmann Adam Hoffmann's Lazard Middle Market Experience June 2008 - August 2008
Job Power Trader at Cargill
Industry Oil & Energy
Experience
Cargill July 2011 - Present
Cargill January 2011 - July 2011
Cargill June 2010 - January 2011
AmerenUE June 2009 - May 2010
Lazard Middle Market June 2008 - August 2008
Apollo Capital Management August 2007 - May 2008
Skills
Hedging, Options, Trading, Commodity, Swaps, Financial Risk, Risk Management, Natural Gas, Hedge Funds, Energy Markets, Bloomberg, Valuation, Finance, Adaptability, Portfolio Management
Education
Saint Louis University 2005 — 2009
BSBA, Concentrations in Finance and Economics, Sub-Concentration in Accounting
Cargill July 2011 - Present
Cargill January 2011 - July 2011
Cargill June 2010 - January 2011
AmerenUE June 2009 - May 2010
Lazard Middle Market June 2008 - August 2008
Apollo Capital Management August 2007 - May 2008
Skills
Hedging, Options, Trading, Commodity, Swaps, Financial Risk, Risk Management, Natural Gas, Hedge Funds, Energy Markets, Bloomberg, Valuation, Finance, Adaptability, Portfolio Management
Education
Saint Louis University 2005 — 2009
BSBA, Concentrations in Finance and Economics, Sub-Concentration in Accounting
David Santoni David Santoni's Lazard Middle Market Experience September 2014 - Present
Job Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market September 2014 - Present
Mike McFadden for US Senate July 2013 - September 2014
Prestwick Partners, LLC September 2009 - July 2013
Lazard Middle Market August 2007 - September 2009
Goldsmith Agio Helms November 1996 - August 2007
Skadden Arps May 1994 - November 1996
Thompson Hine LLP September 1991 - May 1994
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, LBO, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Leveraged Finance, Private Placements, Buyouts, Restructuring, Investments, Due Diligence, M&A experience, Mergers, Divestitures, Acquisitions
Education
Case Western Reserve University School of Law 1988 — 1991
J.D.
University of Saint Thomas 1984 — 1988
BA, Math
Creighton Prep High School 1980 — 1984
Lazard Middle Market September 2014 - Present
Mike McFadden for US Senate July 2013 - September 2014
Prestwick Partners, LLC September 2009 - July 2013
Lazard Middle Market August 2007 - September 2009
Goldsmith Agio Helms November 1996 - August 2007
Skadden Arps May 1994 - November 1996
Thompson Hine LLP September 1991 - May 1994
Skills
Private Equity, Mergers, Corporate Development, Venture Capital, LBO, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Leveraged Finance, Private Placements, Buyouts, Restructuring, Investments, Due Diligence, M&A experience, Mergers, Divestitures, Acquisitions
Education
Case Western Reserve University School of Law 1988 — 1991
J.D.
University of Saint Thomas 1984 — 1988
BA, Math
Creighton Prep High School 1980 — 1984
Jennifer Ciresi's Lazard Middle Market Experience May 2000 - April 2003
Job Deputy General Counsel at Hall Capital Partners LLC
Industry Financial Services
Experience
Hall Capital Partners LLC June 2015 - Present
Pine River Capital Management L.P. August 2013 - May 2015
Pine River Capital Management L.P. February 2012 - July 2013
Robins Kaplan LLP 2007 - February 2012
University of Minnesota Law School 2008 - 2011
Sieben, Grose, Von Holtum & Carey June 2005 - September 2005
Lazard Middle Market May 2000 - April 2003
U.S. Department of Justice - Economic Analysis Group of the Antitrust Division June 1998 - September 1998
Skills
Economics, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Commercial Litigation, Product Liability, Trademarks, Patent Litigation, Corporate Law, Appeals, Licensing, Patents, Class Actions
Education
University of Minnesota Law School 2004 — 2007
Doctor of Law (J.D.)
University of Michigan 1996 — 2000
B.A., Economics and Spanish
University of Seville, Spain 1998 — 1999
Study Abroad, Economics, Literature and History
Visitation 1992 — 1996
High School
Hall Capital Partners LLC June 2015 - Present
Pine River Capital Management L.P. August 2013 - May 2015
Pine River Capital Management L.P. February 2012 - July 2013
Robins Kaplan LLP 2007 - February 2012
University of Minnesota Law School 2008 - 2011
Sieben, Grose, Von Holtum & Carey June 2005 - September 2005
Lazard Middle Market May 2000 - April 2003
U.S. Department of Justice - Economic Analysis Group of the Antitrust Division June 1998 - September 1998
Skills
Economics, Legal Research, Litigation, Legal Writing, Civil Litigation, Intellectual Property, Commercial Litigation, Product Liability, Trademarks, Patent Litigation, Corporate Law, Appeals, Licensing, Patents, Class Actions
Education
University of Minnesota Law School 2004 — 2007
Doctor of Law (J.D.)
University of Michigan 1996 — 2000
B.A., Economics and Spanish
University of Seville, Spain 1998 — 1999
Study Abroad, Economics, Literature and History
Visitation 1992 — 1996
High School
Dhaval Garg's Lazard Middle Market Experience June 2015 - Present
Job Investment Banking Associate at Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Belcorp March 2014 - April 2014
Accenture May 2007 - June 2013
Aptello October 2010 - January 2012
Skills
Business Analysis, Business Process Design, Strategy, Agile Methodologies, Business Process..., Process Improvement, Business Strategy, IT Strategy, Financial Modeling, Analytics, Requirements Analysis, Business Transformation, Training
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Materials Science and Engineering
IMSA
Lazard Middle Market June 2015 - Present
Barclays Investment Bank June 2014 - August 2014
Belcorp March 2014 - April 2014
Accenture May 2007 - June 2013
Aptello October 2010 - January 2012
Skills
Business Analysis, Business Process Design, Strategy, Agile Methodologies, Business Process..., Process Improvement, Business Strategy, IT Strategy, Financial Modeling, Analytics, Requirements Analysis, Business Transformation, Training
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 2003 — 2007
BS, Materials Science and Engineering
IMSA
Craig Korte's Lazard Middle Market Experience October 2005 - December 2013
Job Managing Director at D.A. Davidson & Company
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
Lazard Middle Market October 2005 - December 2013
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Georgetown University 1990 — 1994
St. Louis University High
St. Louis University High
D.A. Davidson & Co. July 2014 - Present
Lazard Middle Market October 2005 - December 2013
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Georgetown University 1990 — 1994
St. Louis University High
St. Louis University High
Morris Massel's Lazard Middle Market Experience 2008 - 2009
Job Counsel at Simpson Thacher & Bartlett LLP
Industry Law Practice
Experience
Simpson Thacher & Bartlett LLP 2009 - Present
Lazard Middle Market 2008 - 2009
Willkie Farr & Gallagher LLP 1999 - 2008
Skills
Bankruptcy, Restructuring, Corporate Law, Chapter 11, Legal Advice, Corporate Governance, Financial Structuring, Commercial Litigation, Private Equity, Litigation, Entrepreneurship, Information Technology, Telecommunications, Product Development, SaaS, Innovation Development, Cross-border..., Start-ups, Creditors' Rights, Corporate Finance, Mergers & Acquisitions, Hedge Funds, Debt Restructuring, Legal Research, Intellectual Property, Securities Litigation, Legal Writing, Due Diligence
Education
New York University School of Law 1997 — 1999
JD
Fordham University School of Law 1996 — 1997
University of Pennsylvania 1990 — 1994
BA, Economics
Scarsdale 1986 — 1990
Simpson Thacher & Bartlett LLP 2009 - Present
Lazard Middle Market 2008 - 2009
Willkie Farr & Gallagher LLP 1999 - 2008
Skills
Bankruptcy, Restructuring, Corporate Law, Chapter 11, Legal Advice, Corporate Governance, Financial Structuring, Commercial Litigation, Private Equity, Litigation, Entrepreneurship, Information Technology, Telecommunications, Product Development, SaaS, Innovation Development, Cross-border..., Start-ups, Creditors' Rights, Corporate Finance, Mergers & Acquisitions, Hedge Funds, Debt Restructuring, Legal Research, Intellectual Property, Securities Litigation, Legal Writing, Due Diligence
Education
New York University School of Law 1997 — 1999
JD
Fordham University School of Law 1996 — 1997
University of Pennsylvania 1990 — 1994
BA, Economics
Scarsdale 1986 — 1990
Jason A. Cohen's Lazard Middle Market Experience February 2013 - Present
Job Managing Director at Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market February 2013 - Present
Lazard Middle Market February 2010 - February 2013
Lazard Middle Market April 2007 - February 2010
Cadwalader Wickersham and Taft 1998 - 2007
Skills
Debt Restructuring, Restructuring
Education
Brooklyn Law School 1994 — 1997
JD
The University of Connecticut 1990 — 1993
BS, Political Science
Lazard Middle Market February 2013 - Present
Lazard Middle Market February 2010 - February 2013
Lazard Middle Market April 2007 - February 2010
Cadwalader Wickersham and Taft 1998 - 2007
Skills
Debt Restructuring, Restructuring
Education
Brooklyn Law School 1994 — 1997
JD
The University of Connecticut 1990 — 1993
BS, Political Science
Jim Reilly's Lazard Middle Market Experience July 2011 - Present
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard Middle Market July 2011 - Present
The Nielsen Company June 2010 - August 2010
Epicor January 2008 - August 2009
Black Box Network Services 2005 - 2008
Skills
Financial Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Corporate Finance and Marketing
Hamilton College 2000 — 2005
Public Policy
Chaminade High School 1996 — 2000
Lazard Middle Market July 2011 - Present
The Nielsen Company June 2010 - August 2010
Epicor January 2008 - August 2009
Black Box Network Services 2005 - 2008
Skills
Financial Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Corporate Finance and Marketing
Hamilton College 2000 — 2005
Public Policy
Chaminade High School 1996 — 2000
Scott McQuery's Lazard Middle Market Experience July 2007 - March 2008
Job Director, Corporate Development and M&A at Campbell Soup Company
Industry Food & Beverages
Experience
Campbell Soup Company June 2014 - Present
AMETEK, Inc. June 2012 - May 2014
General Mills September 2011 - June 2012
General Mills August 2011 - September 2011
General Mills March 2008 - August 2011
Lazard Middle Market July 2007 - March 2008
Citigroup July 2004 - July 2007
U.S. Army May 1997 - May 2002
Skills
Financial Modeling, Mergers, Valuation, Corporate Finance, Divestitures, Corporate Development, Restructuring, M&A experience, Financial Analysis, Business Planning, Due Diligence, Private Equity, Cross-functional Team..., Forecasting, Strategic Planning, Business Development, Mergers, Business Strategy, Military Experience, Military Training, Strategy
Education
United States Military Academy at West Point
BS, Management and Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Campbell Soup Company June 2014 - Present
AMETEK, Inc. June 2012 - May 2014
General Mills September 2011 - June 2012
General Mills August 2011 - September 2011
General Mills March 2008 - August 2011
Lazard Middle Market July 2007 - March 2008
Citigroup July 2004 - July 2007
U.S. Army May 1997 - May 2002
Skills
Financial Modeling, Mergers, Valuation, Corporate Finance, Divestitures, Corporate Development, Restructuring, M&A experience, Financial Analysis, Business Planning, Due Diligence, Private Equity, Cross-functional Team..., Forecasting, Strategic Planning, Business Development, Mergers, Business Strategy, Military Experience, Military Training, Strategy
Education
United States Military Academy at West Point
BS, Management and Systems Engineering
University of Pennsylvania - The Wharton School
MBA, Finance
Kristina Blaschek's Lazard Middle Market Experience 2005 - 2007
Job Global Research Manager, Investment Management at William Blair and Company
Industry Investment Management
Experience
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
William Blair & Company April 2013 - Present
William Blair & Company 2007 - April 2013
Lazard Middle Market 2005 - 2007
JP Morgan 2004 - 2005
J.P. Morgan 2002 - 2004
Skills
Financial Modeling, Capital Markets, Investment Banking, Valuation, Equities, Corporate Finance, Investments, Private Equity, Fixed Income, Equity Research, Financial Analysis, Portfolio Management, Derivatives, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
MBA, Finance, Entrepreneurship
Loyola University Chicago 1997 — 2001
BBA, Finance, Honors
Anthony Yannucci's Lazard Middle Market Experience June 2010 - August 2010
Job Associate, SunTrust Robinson Humphrey, Mergers & Acquisitions Group
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2011 - Present
UNC's Kenan-Flagler Business School August 2009 - May 2011
Lazard Middle Market June 2010 - August 2010
Deloitte Consulting August 2006 - July 2009
BearingPoint 2006 - 2009
Great American Restaurants 2005 - 2006
Great American Restaurants 2005 - 2006
Coastal Flats 2004 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Management Consulting, Business Development, Analysis, Emerging Markets, Budgets, Corporate Finance, Due Diligence, Investment Banking, Private Equity, Management, Business Valuation, DCF
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance and Real Estate
George Mason University 2003 — 2006
Bachelor of Science, Finance
Lake Braddock
SunTrust Robinson Humphrey July 2011 - Present
UNC's Kenan-Flagler Business School August 2009 - May 2011
Lazard Middle Market June 2010 - August 2010
Deloitte Consulting August 2006 - July 2009
BearingPoint 2006 - 2009
Great American Restaurants 2005 - 2006
Great American Restaurants 2005 - 2006
Coastal Flats 2004 - 2006
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Management Consulting, Business Development, Analysis, Emerging Markets, Budgets, Corporate Finance, Due Diligence, Investment Banking, Private Equity, Management, Business Valuation, DCF
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
MBA, Finance and Real Estate
George Mason University 2003 — 2006
Bachelor of Science, Finance
Lake Braddock
David Iverson's Lazard Middle Market Experience 1999 - Present
Job Managing Director at Lazard Middle Market
Industry Financial Services
Experience
Lazard Middle Market 1999 - Present
Goldsmith Agio Helms 1999 - 2007
Deluxe Corporation 1996 - 1998
Coopers & Lybrand 1992 - 1996
Education
Harvard Business School 1998 — 2000
Masters, Business Administration
University of Notre Dame 1989 — 1993
Bachelor, Business Administration
Lazard Middle Market 1999 - Present
Goldsmith Agio Helms 1999 - 2007
Deluxe Corporation 1996 - 1998
Coopers & Lybrand 1992 - 1996
Education
Harvard Business School 1998 — 2000
Masters, Business Administration
University of Notre Dame 1989 — 1993
Bachelor, Business Administration
Rebekah Peterson's Lazard Middle Market Experience September 2005 - 2006
Job Director of Marketing and Communications at Minnehaha Academy
Industry Marketing and Advertising
Experience
Minnehaha Academy June 2015 - Present
My Broadsheet September 2012 - May 2015
University of Washington March 2007 - October 2012
Lazard Middle Market September 2005 - 2006
Home Realty March 2003 - September 2005
Afton Historical Society Press 2002 - 2003
Stillwater Gazette 2001 - 2001
Skills
Marketing Communications, Social Media, Content Development, Editing, Facebook, Press Releases, Social Media Marketing, Copy Editing, Blogging, Copywriting, Digital Media, Newsletters, Strategic Communications, Project Management, Web Content, Brand Management, Feature Articles, Content Management, Writing, Marketing, Editorial, Storytelling, Content Strategy
Education
University of Washington 2008 — 2009
Masters, Communication in Digital Media
Bethel University 1999 — 2002
B.A., English Literature and Writing, Cum Laude
Minnehaha Academy June 2015 - Present
My Broadsheet September 2012 - May 2015
University of Washington March 2007 - October 2012
Lazard Middle Market September 2005 - 2006
Home Realty March 2003 - September 2005
Afton Historical Society Press 2002 - 2003
Stillwater Gazette 2001 - 2001
Skills
Marketing Communications, Social Media, Content Development, Editing, Facebook, Press Releases, Social Media Marketing, Copy Editing, Blogging, Copywriting, Digital Media, Newsletters, Strategic Communications, Project Management, Web Content, Brand Management, Feature Articles, Content Management, Writing, Marketing, Editorial, Storytelling, Content Strategy
Education
University of Washington 2008 — 2009
Masters, Communication in Digital Media
Bethel University 1999 — 2002
B.A., English Literature and Writing, Cum Laude
Joseph Conte's Lazard Middle Market Experience August 1997 - Present
Job Managing Director, Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market August 1997 - Present
O'Sullivan Graev & Karabell May 1994 - August 1997
Rosenman & Colin LLP 1992 - 1994
Education
Georgetown University Law Center 1989 — 1992
J.D., Magna Cum Laude
Georgetown University Law Center 1989 — 1992
Doctor of Law (J.D.), Magna Cum Laude
Saint John's University 1981 — 1985
B.S.
Lazard Middle Market August 1997 - Present
O'Sullivan Graev & Karabell May 1994 - August 1997
Rosenman & Colin LLP 1992 - 1994
Education
Georgetown University Law Center 1989 — 1992
J.D., Magna Cum Laude
Georgetown University Law Center 1989 — 1992
Doctor of Law (J.D.), Magna Cum Laude
Saint John's University 1981 — 1985
B.S.
Brooks D. Myhran's Lazard Middle Market Experience 2007 - 2008
Job Managing Director Verit Advisors LLC
Industry Investment Banking
Experience
Verit Advisors LLC April 2012 - Present
Orsus Advisory Services, LLC 2008 - 2012
Lazard Middle Market 2007 - 2008
Goldsmith Agio Helms 1990 - 2007
Skills
Corporate Development, Due Diligence, Investments, Restructuring, Financial Analysis, Finance, Venture Capital, Joint Ventures, Business Planning, Private Placements, M&A experience, Strategic Planning, Equities, Management, Alternative Investments
Education
The University of Chicago 1984 — 1987
MBA, Finance
Stanford University 1979 — 1983
BA, Economics
Verit Advisors LLC April 2012 - Present
Orsus Advisory Services, LLC 2008 - 2012
Lazard Middle Market 2007 - 2008
Goldsmith Agio Helms 1990 - 2007
Skills
Corporate Development, Due Diligence, Investments, Restructuring, Financial Analysis, Finance, Venture Capital, Joint Ventures, Business Planning, Private Placements, M&A experience, Strategic Planning, Equities, Management, Alternative Investments
Education
The University of Chicago 1984 — 1987
MBA, Finance
Stanford University 1979 — 1983
BA, Economics
Chad Dolly's Lazard Middle Market Experience 2005 - 2006
Job Valuation Manager at EY
Industry Financial Services
Experience
EY September 2014 - Present
McGladrey April 2010 - Present
Craig-Hallum Capital Group July 2007 - April 2010
Lazard Middle Market 2005 - 2006
Deloitte 2003 - 2005
Larson Allen Weishair 1999 - 2003
St Paul Bank for Cooperatives 1997 - 1999
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Business Valuation
Education
Carlson School of Management 2004 — 2010
MBA, Economics, Finance
UofM-Morris 1993 — 1997
BS in Economics
GFW
EY September 2014 - Present
McGladrey April 2010 - Present
Craig-Hallum Capital Group July 2007 - April 2010
Lazard Middle Market 2005 - 2006
Deloitte 2003 - 2005
Larson Allen Weishair 1999 - 2003
St Paul Bank for Cooperatives 1997 - 1999
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Business Valuation
Education
Carlson School of Management 2004 — 2010
MBA, Economics, Finance
UofM-Morris 1993 — 1997
BS in Economics
GFW
CeCe Palomar's Lazard Middle Market Experience October 2011 - March 2013
Job Executive Assistant to CEO at Girl Scouts of Greater Chicago & Northwest Indiana
Industry Capital Markets
Experience
Girl Scouts of Greater Chicago & Northwest Indiana June 2013 - Present
Lazard Middle Market October 2011 - March 2013
Merlin Media Chicago July 2011 - October 2011
Emmis Chicago August 2005 - August 2011
William Levine, Inc. 1993 - 2000
Skills
Social Media, Radio, Microsoft Office, Mac OS, PeopleSoft, Executive Calendar..., Radio Advertising, Event Planning, Office Management, Radio Promotions, Digital Media, Advertising, Facebook, Radio Broadcasting, Sales
Education
Columbia College Chicago 2000 — 2004
BA, Radio
Girl Scouts of Greater Chicago & Northwest Indiana June 2013 - Present
Lazard Middle Market October 2011 - March 2013
Merlin Media Chicago July 2011 - October 2011
Emmis Chicago August 2005 - August 2011
William Levine, Inc. 1993 - 2000
Skills
Social Media, Radio, Microsoft Office, Mac OS, PeopleSoft, Executive Calendar..., Radio Advertising, Event Planning, Office Management, Radio Promotions, Digital Media, Advertising, Facebook, Radio Broadcasting, Sales
Education
Columbia College Chicago 2000 — 2004
BA, Radio
Lars Ekstrom's Lazard Middle Market Experience February 2001 - February 2010
Job Founder & Managing Director at Augeo Advisors, LLC
Industry Investment Banking
Experience
Augeo Advisors, LLC July 2010 - Present
Lazard Middle Market February 2001 - February 2010
Los Angeles Boutique Investment Bank June 1994 - February 2001
Kenneth Leventhal & Co. August 1987 - August 1992
Skills
Mergers & Acquisitions, LBO, CPA (Inactive), Investment Banking, Entrepreneurship, Management, Private Equity, Venture Capital, Corporate Development, Valuation, Corporate Finance, Due Diligence, Private Placements, M&A experience, Financial Modeling, Start-ups, Restructuring, Investments, Financial Structuring, IPO, Selling, Business Valuation, Capital Markets, Manufacturing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Marketing & Finance
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts, Economics
Augeo Advisors, LLC July 2010 - Present
Lazard Middle Market February 2001 - February 2010
Los Angeles Boutique Investment Bank June 1994 - February 2001
Kenneth Leventhal & Co. August 1987 - August 1992
Skills
Mergers & Acquisitions, LBO, CPA (Inactive), Investment Banking, Entrepreneurship, Management, Private Equity, Venture Capital, Corporate Development, Valuation, Corporate Finance, Due Diligence, Private Placements, M&A experience, Financial Modeling, Start-ups, Restructuring, Investments, Financial Structuring, IPO, Selling, Business Valuation, Capital Markets, Manufacturing
Education
University of Southern California - Marshall School of Business 1992 — 1994
MBA, Marketing & Finance
University of California, Santa Barbara 1982 — 1987
Bachelor of Arts, Economics
Corum McNealy's Lazard Middle Market Experience June 2010 - August 2010
Job Director, Corporate Development at Quintiles
Industry Pharmaceuticals
Experience
Quintiles May 2011 - Present
Lazard Middle Market June 2010 - August 2010
Banc of America Securities February 2004 - May 2009
The Transportation Group November 2001 - August 2003
Skills
Corporate Development, Strategic Partnerships, Financial Modeling, Healthcare, Business Development, Valuation, Mergers & Acquisitions, Strategic Planning, Investment Banking, Strategy, Cross-functional Team..., Pharmaceutical Industry, Mergers, Clinical Trials, Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Certificate in Health Sector Management
Duke University 1997 — 2001
BS, Biology, Economics
Bronx High School of Science 1993 — 1997
Quintiles May 2011 - Present
Lazard Middle Market June 2010 - August 2010
Banc of America Securities February 2004 - May 2009
The Transportation Group November 2001 - August 2003
Skills
Corporate Development, Strategic Partnerships, Financial Modeling, Healthcare, Business Development, Valuation, Mergers & Acquisitions, Strategic Planning, Investment Banking, Strategy, Cross-functional Team..., Pharmaceutical Industry, Mergers, Clinical Trials, Management
Education
Duke University - The Fuqua School of Business 2009 — 2011
MBA, Certificate in Health Sector Management
Duke University 1997 — 2001
BS, Biology, Economics
Bronx High School of Science 1993 — 1997
Courtney Balson's Lazard Middle Market Experience January 2008 - June 2009
Job Events Services Professional
Industry Events Services
Experience
Lazard Middle Market January 2008 - June 2009
National Kidney Foundation May 2006 - December 2008
National Kidney Foundation May 2006 - December 2007
Education
Bond University
Fairleigh Dickinson University
Bachelor of Arts, Communication Studies
Lazard Middle Market January 2008 - June 2009
National Kidney Foundation May 2006 - December 2008
National Kidney Foundation May 2006 - December 2007
Education
Bond University
Fairleigh Dickinson University
Bachelor of Arts, Communication Studies
Kristen Arps's Lazard Middle Market Experience December 2006 - August 2011
Job Education Program Coordinator for Agricultural Business & Technology Institute at Hartnell College
Industry Education Management
Experience
Hartnell College July 2014 - Present
Monterey Institute of International Studies June 2013 - Present
EY September 2011 - May 2013
Lazard Middle Market December 2006 - August 2011
Wright Runstad & Company 2005 - 2006
Mindolo Ecumenical Foundation 2003 - 2004
Catholic Charities of the Archdiocese of Washington 2001 - 2002
Skills
Microsoft Office, Event Planning, Office Administration, Budget Monitoring, Community Outreach, Foreign Languages, Adult Education, International Education, Program Coordination, Program Assessment, Grant Administration, Teaching Adults, Intercultural...
Education
Monterey Institute of International Studies 2013 — 2014
Master of Arts (MA), International Education
Gonzaga University 1995 — 1999
BA, International Relations
Hartnell College July 2014 - Present
Monterey Institute of International Studies June 2013 - Present
EY September 2011 - May 2013
Lazard Middle Market December 2006 - August 2011
Wright Runstad & Company 2005 - 2006
Mindolo Ecumenical Foundation 2003 - 2004
Catholic Charities of the Archdiocese of Washington 2001 - 2002
Skills
Microsoft Office, Event Planning, Office Administration, Budget Monitoring, Community Outreach, Foreign Languages, Adult Education, International Education, Program Coordination, Program Assessment, Grant Administration, Teaching Adults, Intercultural...
Education
Monterey Institute of International Studies 2013 — 2014
Master of Arts (MA), International Education
Gonzaga University 1995 — 1999
BA, International Relations
Brett Strause's Lazard Middle Market Experience June 2009 - August 2009
Job Consumer Analyst at Tourbillon Capital Partners
Industry Venture Capital & Private Equity
Experience
Tourbillon Capital Partners March 2015 - Present
Vision Capital August 2013 - March 2015
Peter J. Solomon Company June 2010 - June 2013
Lazard Middle Market June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, LBO, Financial Modeling, DCF, M&A experience, Private Equity, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Tourbillon Capital Partners March 2015 - Present
Vision Capital August 2013 - March 2015
Peter J. Solomon Company June 2010 - June 2013
Lazard Middle Market June 2009 - August 2009
Skills
Investment Banking, Corporate Finance, LBO, Financial Modeling, DCF, M&A experience, Private Equity, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Sam Greenberg's Lazard Middle Market Experience June 2012 - June 2015
Job Associate at Olympus Partners
Industry Investment Management
Experience
Olympus Partners August 2015 - Present
Lazard Middle Market June 2012 - June 2015
Lazard Middle Market June 2011 - August 2011
LEAF Financial Corporation May 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, LBO
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Olympus Partners August 2015 - Present
Lazard Middle Market June 2012 - June 2015
Lazard Middle Market June 2011 - August 2011
LEAF Financial Corporation May 2010 - July 2010
Skills
Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, LBO
Education
University of Michigan 2008 — 2012
Bachelor of Arts (B.A.), Political Science
Matthew Shadden's Lazard Middle Market Experience March 2011 - May 2011
Job Data Analyst at Sedgwick
Industry Insurance
Experience
Avant Energy Inc. April 2015 - Present
Sedgwick July 2011 - April 2015
Lazard Middle Market March 2011 - May 2011
CoreLogic December 2010 - February 2011
Adult Basic Education Center, District 279 March 2010 - June 2010
Data Recognition Corporation April 2010 - May 2010
Chita City Hall, Aichi Prefecture, Japan July 2006 - July 2009
Skills
Japanese, Newsletters, Marketing, English, Spanish, Microsoft Office, Project Management, Microsoft Excel, Access, Customer Service, Vendor Management, Loans, Business Analysis, Databases, SQL, Windows, PowerPoint, Microsoft SQL Server, Microsoft Word, Strategic Planning, Software Documentation, Data Analysis, Reporting & Analysis, Financial Reporting
Education
Augsburg College 2011 — 2012
Certificate, Finance
University of Minnesota-Twin Cities 1999 — 2005
BA, Asian Languages and Literature, Japanese
Avant Energy Inc. April 2015 - Present
Sedgwick July 2011 - April 2015
Lazard Middle Market March 2011 - May 2011
CoreLogic December 2010 - February 2011
Adult Basic Education Center, District 279 March 2010 - June 2010
Data Recognition Corporation April 2010 - May 2010
Chita City Hall, Aichi Prefecture, Japan July 2006 - July 2009
Skills
Japanese, Newsletters, Marketing, English, Spanish, Microsoft Office, Project Management, Microsoft Excel, Access, Customer Service, Vendor Management, Loans, Business Analysis, Databases, SQL, Windows, PowerPoint, Microsoft SQL Server, Microsoft Word, Strategic Planning, Software Documentation, Data Analysis, Reporting & Analysis, Financial Reporting
Education
Augsburg College 2011 — 2012
Certificate, Finance
University of Minnesota-Twin Cities 1999 — 2005
BA, Asian Languages and Literature, Japanese
Robert Frost's Lazard Middle Market Experience April 2008 - Present
Job Managing Director at Lazard
Industry Financial Services
Experience
Lazard Middle Market April 2008 - Present
Piper Jaffray 1999 - 2008
Deloitte 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Nebraska-Lincoln 1986 — 1990
BS, Accounting
Lazard Middle Market April 2008 - Present
Piper Jaffray 1999 - 2008
Deloitte 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Nebraska-Lincoln 1986 — 1990
BS, Accounting
Richelle Kojetin's Lazard Middle Market Experience October 2010 - October 2011
Job Administrative Assistant at Matsuura Machinery USA Inc.
Industry Human Resources
Experience
Matsuura Machinery USA Inc. March 2013 - July 2014
Stratford Fidelity January 2012 - August 2012
Cossetta Eventi October 2011 - December 2011
Lazard Middle Market October 2010 - October 2011
Edina Realty December 2008 - October 2010
Nielsen TV Ratings December 2007 - December 2008
Pentair May 2004 - October 2006
Robins, Kaplan, Miller & Ciresi L.L.P. June 2001 - April 2004
Skills
Insurance, Administrative..., Management, Process Scheduler, Benefits Administration, Outlook, Microsoft Excel, Human Resources, Microsoft Office, Employee Benefits, PowerPoint, Customer Service, Microsoft Word, Recruiting, Financial Analysis, Process Improvement, Leadership, Team Building, Real Estate, Budgets, Strategic Planning, Negotiation, Project Management, Vendor Management
Education
Metropolitan State University 2011 — 2013
Century College 2007 — 2010
AA, General/ Business
Matsuura Machinery USA Inc. March 2013 - July 2014
Stratford Fidelity January 2012 - August 2012
Cossetta Eventi October 2011 - December 2011
Lazard Middle Market October 2010 - October 2011
Edina Realty December 2008 - October 2010
Nielsen TV Ratings December 2007 - December 2008
Pentair May 2004 - October 2006
Robins, Kaplan, Miller & Ciresi L.L.P. June 2001 - April 2004
Skills
Insurance, Administrative..., Management, Process Scheduler, Benefits Administration, Outlook, Microsoft Excel, Human Resources, Microsoft Office, Employee Benefits, PowerPoint, Customer Service, Microsoft Word, Recruiting, Financial Analysis, Process Improvement, Leadership, Team Building, Real Estate, Budgets, Strategic Planning, Negotiation, Project Management, Vendor Management
Education
Metropolitan State University 2011 — 2013
Century College 2007 — 2010
AA, General/ Business
Colette Martin's Lazard Middle Market Experience November 2011 - Present
Job Executive Assistant at Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market November 2011 - Present
Advanced Resources June 2011 - November 2011
Fort Worth ISD February 2009 - June 2011
YMCA of Metropolitan June 2008 - August 2009
Fort Worth ISD February 2009 - May 2009
Aggie Athletics September 2006 - May 2007
Skills
Filing, Fax, Messaging, Travel Agency, Customer Service, Outlook, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Accounting
Education
Texas A&M University 2006 — 2008
Bachelors of Science, Interdisciplinary Studies
Lazard Middle Market November 2011 - Present
Advanced Resources June 2011 - November 2011
Fort Worth ISD February 2009 - June 2011
YMCA of Metropolitan June 2008 - August 2009
Fort Worth ISD February 2009 - May 2009
Aggie Athletics September 2006 - May 2007
Skills
Filing, Fax, Messaging, Travel Agency, Customer Service, Outlook, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Accounting
Education
Texas A&M University 2006 — 2008
Bachelors of Science, Interdisciplinary Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY