Lazard Middle Market LLC
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1980 Parent organization: Lazard Subsidiary: Goldsmith, Agio, Helms Securities, Inc.
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Lazard Middle Market LLC Employees
Lazard Middle Market LLC November 1991 - Present
Skills
Strategic Planning, Corporate Development, Buyouts, Leveraged Finance, Capital Raising, Business Development, Business Valuation, Financial Structuring, Alternative Investments, Entrepreneurship, IPO, Business Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1982
MBA, Finance
Yale University 1975 — 1977
M. Arch, Architecture
Yale University 1971 — 1975
BA, Architecture
Lazard Middle Market LLC June 2015 - August 2015
UnitedHealth Group January 2013 - July 2014
Optum June 2010 - January 2013
3M June 2009 - August 2009
Skills
Investments, Finance, Microsoft Office, Strategy, Financial Modeling, Corporate Development, Financial Analysis, Mergers, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance, Economics, Accounting, Business Analysis, Forecasting, Analysis, Executive Management, Market Research, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Strategy
Saint John's University 2006 — 2010
Accounting; Management
Lazard Middle Market LLC June 2014 - Present
LaSalle Capital July 2013 - August 2013
RoundTable Healthcare Partners May 2013 - May 2013
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Statistical Data..., Ebay Sales, Value Investing, Operational Excellence, Microsoft Excel, PowerPoint, Valuation, Bloomberg, Capital IQ, Stata
Education
University of Notre Dame 2010 — 2014
BBA, Finance and Economics / Chinese, Senior
Lazard Middle Market LLC September 2015 - Present
Thrivent Financial January 2014 - September 2015
Thrivent Financial April 2011 - December 2013
Thrivent Financial April 2010 - April 2011
Thrivent Financial August 2008 - March 2010
Target 2006 - 2008
Accenture 2005 - 2006
Skills
Marketing Communications, Marketing, Marketing Strategy, Email Marketing, Leadership, Social Media Strategist, Social Media, CRM, Marketing Management, Cross-functional Team..., Advertising, Training, Management, Strategy, Project Management, Program Management
Education
Iowa State University - College of Business 2001 — 2005
BS, Marketing & Management
Lazard Middle Market LLC July 1996 - Present
Skills
Microsoft Excel, PowerPoint, PeopleSoft, Financial Analysis, Financial Reporting, Employee Benefits, ADP Payroll, Budget Process, Financial Audits, Cash Flow Forecasting
Education
University of Minnesota - Carlson School of Management 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Lazard Middle Market LLC July 2015 - Present
Lazard Middle Market LLC June 2014 - August 2014
KPMG Canada June 2013 - August 2013
Novacap May 2012 - August 2012
Rosmar & Litho June 2011 - August 2011
Rosmar & Litho June 2010 - August 2010
Rosmar & Litho June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Financial Analysis, Research, Financial Modeling, Accounting, Teamwork, Financial Accounting, Social Media, Valuation, Outlook, Corporate Finance, Access
Education
Bentley University 2011 — 2015
BS, Corporate Finance and Accounting
Phillips Exeter Academy 2009 — 2011
Lazard Middle Market LLC April 2015 - Present
William Blair & Company June 2013 - March 2015
William Blair & Company June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Premium Painting September 2008 - August 2010
Education
University of Iowa 2008 — 2013
Bachelor’s Degree, Accounting and Finance
Lazard Middle Market LLC March 2015 - Present
Mode Boutique November 2013 - Present
Arne Wellness Ctr October 2013 - December 2014
DeVry University August 2009 - August 2013
Saint Paul Public Schools 2008 - 2009
DeLaSalle High School - Minnepolis 2005 - 2008
Skills
Research, Teaching, Public Speaking, Staff Development, Social Media, Social Services, Web Design, Higher Education, Community Outreach, Public Relations, Personal Shopping, Leadership Development, Program Development
Education
Loyola University of Chicago
Master's degree, Counselor Education/School Counseling and Guidance Services
St. John's University
Bachelor's degree, Psychology
Lazard Middle Market LLC June 2015 - Present
ISI Group June 2014 - July 2014
Congressional Commercial, LLC September 2013 - January 2014
Windsor Realty & Managment June 2012 - August 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, Tableau, WiX, Teamwork, Economics, Windows, Research, Social Media, Statistics, Statistical Modeling, Access, Leadership, Event Planning, Data Analysis, Public Speaking, Spanish, Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Bachelor of Science (BS), Finance, Operations Information Management
St. Ignatius High School 2008 — 2012
Lazard Middle Market LLC May 2015 - Present
Piper Jaffray & Co. May 2000 - October 2012
Piper Jaffray & Co. August 1993 - April 2000
Deloitte & Touche July 1985 - August 1991
Skills
Project Management, Management, Recruiting, College Recruiting, Finance, Accounting, Team Building, Talent Acquisition, Leadership, Strategy, Training, Onboarding, Microsoft Office, Taleo, Mergers & Acquisitions, Investment Banking
Education
The University of Chicago - Booth School of Business
MBA, Finance
University of Wisconsin-Eau Claire
BBA, Accounting
Oracle Capital LLC 2015 - Present
Addingmachine.com 2013 - 2015
Noles Accounting & Tax Services; IRS VITA Program 2011 - 2012
Orsus Advisory Services 2011 - 2011
Fannie Mae 2009 - 2009
Lazard Middle Market LLC 2007 - 2008
Lehman Brothers 2000 - 2002
Federal Reserve Board 1998 - 2000
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
Duke University - The Fuqua School of Business 2005 — 2007
MBA
The George Washington University Law School 2002 — 2005
JD
Massachusetts Institute of Technology 1994 — 1998
Bachelor of Science
Calabrio, Inc. July 2015 - Present
Self May 2010 - Present
Calabrio, Inc March 2014 - June 2015
Calabrio, Inc March 2012 - February 2014
Environ Laboratories LLC May 2011 - March 2012
Ecolab, Inc October 2009 - May 2011
Anderson & Roers CPAs LLC February 2009 - June 2009
Lazard Middle Market LLC April 2008 - January 2009
Jones Marketing Group, Inc. June 2007 - April 2008
Skills
Editing, Copywriting, Proofreading, Email Marketing, Blogging, Creative Writing, Customer Service, Microsoft Office, Marketing Communications, Writing, Marketing, Social Media Marketing, Marketing Strategy, SEO, Photoshop, Salesforce.com, Event Planning, PowerPoint
Education
University of St. Thomas 2006 — 2007
BA, Philosophy
Loyola University New Orleans 2003 — 2005
Music Business, Philosophy
University of Notre Dame August 2014 - Present
Lazard Middle Market, LLC June 2015 - August 2015
The Baupost Group November 2010 - April 2014
Bain Capital July 2009 - October 2010
Education
Boston College
University of Notre Dame - Mendoza College of Business
Pine River Capital Management Director, Corporate DevelopmentUnitedHealth GroupApril 2005 - December 2010
Lazard Middle Market LLC March 2004 - April 2005
Ernst & Young June 2001 - March 2004
Education
University of Minnesota - Carlson School of Management 1998 — 2001
BSB, Finance and Accounting