Macquarie Capital (USA) Inc.
Industry: Company
DescriptionFounded: 2008 Parent organization: Macquarie Holdings (USA) Inc.
Macquarie Capital (USA) Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Macquarie Capital (USA) Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Macquarie Capital (USA) Inc. Employees
Employee
Years
Job
Industry
Jason Lopez Jason Lopez's Macquarie Capital (USA) Inc. Experience October 2009 - May 2012
Job Regional Vice President at ATEL Capital Group
Industry Financial Services
Experience
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
ATEL Capital Group August 2014 - Present
San Diego Community College District May 2013 - August 2014
Platinum Wealth Management October 2012 - August 2014
Macquarie Capital (USA) Inc. October 2009 - May 2012
Riversource Annuities April 2008 - May 2009
ICON Capital Corp. November 2004 - March 2007
Jackson National Life May 2004 - November 2004
Pacific Life November 2001 - March 2004
Wells Fargo SecuritiesWFS is the investment and brokerage services division of Wells Fargo Bank. September 1999 - February 2001
Skills
Wealth Management, Financial Planning, Client Relationship..., Customer Service, Account Management, Market Analysis, Investment Analysis, Training & Education, Investment Products, Variable and Fixed..., Alternative Investments, New Business Development, Sales Presentations, Group Presentations, Start-ups, Event Planning, Series 7, Series 63, Series 65, Life Insurance, Fusion Presentations, Sequoia Sales Training, Investments, Financial Advisory, Strategic Financial..., Valuation, Investment Management, Financial Services, Retirement Planning, Business Development, Insurance, Sales, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Fixed Annuities, Securities, FINRA, Separately Managed..., Retirement, Variable Annuities, Wealth Management..., Asset Management, Financial Planners, Series 6, ETFs, Wealth, Portfolio Management, CRM
Education
Point Loma Nazarene University 2002 — 2014
Master of Business Administration (M.B.A.), Business
San Diego State University-California State University 1997 — 1999
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Gus Zahariadis Gus Zahariadis's Macquarie Capital (USA) Inc. Experience 2011 - 2013
Job Assistant to the Director of The Picower Institute for Learning & Memory at MIT
Industry Investment Management
Experience
The Picower Institute for Learning & Memory at MIT May 2014 - Present
Wellesley College January 2014 - May 2014
Baring Asset Management June 2013 - September 2013
Macquarie Capital (USA) Inc. 2011 - 2013
Pioneer Investments Management Inc 2005 - 2011
Harvard University 2003 - 2005
Harvard University 2000 - 2003
Harvard Law School 1997 - 2000
Skills
Contract Negotiation, Program Management, Event Management, Team Leadership, Project Planning, Outlook, Data Analysis, Management, Public Speaking, Project Management, Human Resources, Training
Education
University of Massachusetts, Amherst 1989 — 1994
BA
Northeastern University 2007 — 2009
Professional Certification, C.M.P.
Harvard University 1998 — 2003
The Picower Institute for Learning & Memory at MIT May 2014 - Present
Wellesley College January 2014 - May 2014
Baring Asset Management June 2013 - September 2013
Macquarie Capital (USA) Inc. 2011 - 2013
Pioneer Investments Management Inc 2005 - 2011
Harvard University 2003 - 2005
Harvard University 2000 - 2003
Harvard Law School 1997 - 2000
Skills
Contract Negotiation, Program Management, Event Management, Team Leadership, Project Planning, Outlook, Data Analysis, Management, Public Speaking, Project Management, Human Resources, Training
Education
University of Massachusetts, Amherst 1989 — 1994
BA
Northeastern University 2007 — 2009
Professional Certification, C.M.P.
Harvard University 1998 — 2003
Tim Bojar Tim Bojar's Macquarie Capital (USA) Inc. Experience 2007 - 2009
Job Director of Business Development at Valo Group, LLC
Industry Financial Services
Experience
Valo Group, LLC 2014 - Present
Wind Energy Development, LLC 2013 - Present
Litespeed Management 2009 - 2013
Macquarie Capital (USA) Inc. 2007 - 2009
XI Asset Management 2006 - 2007
Zanett Asset Management 2003 - 2006
Fidelity Investments 1999 - 2003
Phoenix Investment Partners 1998 - 1999
Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital
Education
Brown University 1994 — 1998
B.A. in Business-Economics, Economics
Berkeley Preparatory School 1991 — 1994
High School
Valo Group, LLC 2014 - Present
Wind Energy Development, LLC 2013 - Present
Litespeed Management 2009 - 2013
Macquarie Capital (USA) Inc. 2007 - 2009
XI Asset Management 2006 - 2007
Zanett Asset Management 2003 - 2006
Fidelity Investments 1999 - 2003
Phoenix Investment Partners 1998 - 1999
Skills
Hedge Funds, Equities, Investor Relations, Marketing, Sales, Economics, Investments, Business Development, Alternative Investments, Fundraising, New Business Development, Marketing Strategy, Business Strategy, Fixed Income, Due Diligence, Trading, Asset Allocation, Mutual Funds, Financial Services, Product Marketing, Emerging Markets, Client Relations Skills, Capital Raising, Capital
Education
Brown University 1994 — 1998
B.A. in Business-Economics, Economics
Berkeley Preparatory School 1991 — 1994
High School
Eric Wellmann, CFA, CMT Eric Wellmann, CFA, CMT's Macquarie Capital (USA) Inc. Experience May 2009 - June 2011
Job Managing Director, Nomura Securities (USA)
Industry Financial Services
Experience
Macquarie Capital (USA) Inc. May 2009 - June 2011
Bank America Merrill Lynch 1996 - 2009
JPMorgan Chase (formerly Chemical Bank) 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Entrepreneurship
Middlebury College 1988 — 1992
BA, Economics, German
Macquarie Capital (USA) Inc. May 2009 - June 2011
Bank America Merrill Lynch 1996 - 2009
JPMorgan Chase (formerly Chemical Bank) 1992 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance, Entrepreneurship
Middlebury College 1988 — 1992
BA, Economics, German
Jake Jeffrey's Macquarie Capital (USA) Inc. Experience August 2010 - June 2012
Job Senior Associate at H.I.G. Whitehorse
Industry Financial Services
Experience
H.I.G. Whitehorse May 2015 - Present
Värde Partners May 2013 - April 2015
Groupon June 2012 - April 2013
Macquarie Capital (USA) Inc. August 2010 - June 2012
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Due Diligence
Education
University of Notre Dame 2006 — 2010
BBA, Finance
Sacred Heart High School
H.I.G. Whitehorse May 2015 - Present
Värde Partners May 2013 - April 2015
Groupon June 2012 - April 2013
Macquarie Capital (USA) Inc. August 2010 - June 2012
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Due Diligence
Education
University of Notre Dame 2006 — 2010
BBA, Finance
Sacred Heart High School
Jason Hover's Macquarie Capital (USA) Inc. Experience August 2004 - May 2009
Job Vice President, Private Exchange Business at Blue Cross Blue Shield of Michigan
Industry Insurance
Experience
Blue Cross Blue Shield of Michigan December 2014 - Present
Blue Cross Blue Shield of Michigan March 2011 - December 2014
Blue Cross Blue Shield of Michigan September 2009 - March 2011
Macquarie Capital (USA) Inc. August 2004 - May 2009
Giuliani Capital Advisors 2004 - 2007
GE Capital June 2003 - August 2003
DaimlerChrysler June 2002 - August 2002
Skills
Strategy Development, Investment Banking, Management Consulting, Leadership, Corporate Development, Strategy, Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Valuation, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2000 — 2004
BA, Finance
Blue Cross Blue Shield of Michigan December 2014 - Present
Blue Cross Blue Shield of Michigan March 2011 - December 2014
Blue Cross Blue Shield of Michigan September 2009 - March 2011
Macquarie Capital (USA) Inc. August 2004 - May 2009
Giuliani Capital Advisors 2004 - 2007
GE Capital June 2003 - August 2003
DaimlerChrysler June 2002 - August 2002
Skills
Strategy Development, Investment Banking, Management Consulting, Leadership, Corporate Development, Strategy, Finance, Business Strategy, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Valuation, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
Michigan State University 2000 — 2004
BA, Finance
Ford Phillips Ford Phillips's Macquarie Capital (USA) Inc. Experience April 2007 - June 2012
Job Managing Director at KPMG Corporate Finance LLC
Industry Investment Banking
Experience
KPMG Corporate Finance LLC August 2012 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance LLC 1996 - 2003
KPMG LLP 1991 - 1996
Skills
Private Equity, LBO, Leveraged Finance, Financial Structuring, Investment Banking, Valuation, M&A experience, Structured Finance, Capital Markets, Capital Structure, Restructuring, Recapitalizations, Investments, Finance, Special Situations, Mergers & Acquisitions, Divestitures, Financial Modeling, Bankruptcy, High Yield
Education
Illinois State University 1988 — 1991
KPMG Corporate Finance LLC August 2012 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance LLC 1996 - 2003
KPMG LLP 1991 - 1996
Skills
Private Equity, LBO, Leveraged Finance, Financial Structuring, Investment Banking, Valuation, M&A experience, Structured Finance, Capital Markets, Capital Structure, Restructuring, Recapitalizations, Investments, Finance, Special Situations, Mergers & Acquisitions, Divestitures, Financial Modeling, Bankruptcy, High Yield
Education
Illinois State University 1988 — 1991
Seth Waschitz's Macquarie Capital (USA) Inc. Experience July 2013 - Present
Job Vice President at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. July 2013 - Present
Macquarie Capital (USA) Inc. July 2010 - June 2013
Macquarie Captial (USA) Inc. July 2008 - June 2010
Macquarie Capital (USA) Inc. April 2007 - June 2008
Giuliani Capital Advisors February 2006 - April 2007
Giuliani Capital Advisors June 2005 - August 2005
Skills
Restructuring, Special Situations, Valuation, Private Equity, Investment Banking, Financial Modeling, Capital Markets, LBO, Corporate Finance, Due Diligence, Business Valuation, Equities, Leveraged Finance, M&A experience, Mergers & Acquisitions, Capital Structure, Financial Analysis, Corporate Development, Debt Restructuring, Investments
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.), Finance and Business Law
Macquarie Capital (USA) Inc. July 2013 - Present
Macquarie Capital (USA) Inc. July 2010 - June 2013
Macquarie Captial (USA) Inc. July 2008 - June 2010
Macquarie Capital (USA) Inc. April 2007 - June 2008
Giuliani Capital Advisors February 2006 - April 2007
Giuliani Capital Advisors June 2005 - August 2005
Skills
Restructuring, Special Situations, Valuation, Private Equity, Investment Banking, Financial Modeling, Capital Markets, LBO, Corporate Finance, Due Diligence, Business Valuation, Equities, Leveraged Finance, M&A experience, Mergers & Acquisitions, Capital Structure, Financial Analysis, Corporate Development, Debt Restructuring, Investments
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.), Finance and Business Law
Lachlan Hughson Lachlan Hughson's Macquarie Capital (USA) Inc. Experience 2006 - 2008
Job Finance Director at Antero Resources Corporation
Industry Oil & Energy
Experience
Antero Resources Corporation 2012 - Present
Imperial College London / EMR Capital 2009 - 2012
Macquarie Capital (USA) Inc. 2006 - 2008
Standard New York Securities Inc. 2004 - 2006
Bear Stearns 1999 - 2001
Lehman Brothers 1995 - 1999
Macquarie Bank 1990 - 1993
Skills
Corporate Finance, Valuation, Private Equity, Oil/Gas, Corporate Development, Strategic Planning, Business Strategy, Mergers, Capital Markets, Mergers & Acquisitions, Finance, Investments, Strategy, Equities, Investment Banking, Project Finance
Education
Imperial College London 2009 — 2010
Master of Science - Metals & Energy Finance (with Distinction)
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration
University of Technology, Sydney 1990 — 1992
Master of Business
University of Technology, Sydney 1987 — 1989
Bachelor of Business
Antero Resources Corporation 2012 - Present
Imperial College London / EMR Capital 2009 - 2012
Macquarie Capital (USA) Inc. 2006 - 2008
Standard New York Securities Inc. 2004 - 2006
Bear Stearns 1999 - 2001
Lehman Brothers 1995 - 1999
Macquarie Bank 1990 - 1993
Skills
Corporate Finance, Valuation, Private Equity, Oil/Gas, Corporate Development, Strategic Planning, Business Strategy, Mergers, Capital Markets, Mergers & Acquisitions, Finance, Investments, Strategy, Equities, Investment Banking, Project Finance
Education
Imperial College London 2009 — 2010
Master of Science - Metals & Energy Finance (with Distinction)
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration
University of Technology, Sydney 1990 — 1992
Master of Business
University of Technology, Sydney 1987 — 1989
Bachelor of Business
Ewelina Z. Post, Esq.'s Macquarie Capital (USA) Inc. Experience June 2009 - August 2009
Job Legal and Compliance at Eton Park Capital Management, L.P.
Industry Financial Services
Experience
Eton Park Capital Management, L.P. February 2011 - Present
Eton Park Capital Management, L.P. January 2010 - May 2010
Macquarie Capital (USA) Inc. June 2009 - August 2009
Law Offices of Stuart D. Meissner, LLC May 2008 - August 2008
Fraser Sullivan Investment Management, LLC. September 2006 - August 2007
Education
New York Law School 2007 — 2010
JD
Pace University 2003 — 2007
BA, History; Criminal Justice
Eton Park Capital Management, L.P. February 2011 - Present
Eton Park Capital Management, L.P. January 2010 - May 2010
Macquarie Capital (USA) Inc. June 2009 - August 2009
Law Offices of Stuart D. Meissner, LLC May 2008 - August 2008
Fraser Sullivan Investment Management, LLC. September 2006 - August 2007
Education
New York Law School 2007 — 2010
JD
Pace University 2003 — 2007
BA, History; Criminal Justice
Matthew Blair, CFA Matthew Blair, CFA's Macquarie Capital (USA) Inc. Experience October 2009 - August 2014
Job Equity Research at Tudor, Pickering, Holt & Co.
Industry Capital Markets
Experience
Tudor, Pickering, Holt & Co. September 2014 - Present
Macquarie Capital (USA), Inc. October 2009 - August 2014
Passport Capital LLC June 2009 - September 2009
University of California at Berkeley August 2008 - May 2009
Franklin Templeton Investments May 2008 - August 2008
Mosaic Investments, LLC October 2007 - April 2008
Quellos Capital Management, LP July 2002 - July 2007
Skills
Modeling, Financial Modeling, Valuation, Fixed Income, Equity Valuation, Downstream Oil & Gas, Oil/Gas, Analysis, DCF, Economics, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of Puget Sound 1998 — 2002
BA
Tudor, Pickering, Holt & Co. September 2014 - Present
Macquarie Capital (USA), Inc. October 2009 - August 2014
Passport Capital LLC June 2009 - September 2009
University of California at Berkeley August 2008 - May 2009
Franklin Templeton Investments May 2008 - August 2008
Mosaic Investments, LLC October 2007 - April 2008
Quellos Capital Management, LP July 2002 - July 2007
Skills
Modeling, Financial Modeling, Valuation, Fixed Income, Equity Valuation, Downstream Oil & Gas, Oil/Gas, Analysis, DCF, Economics, Financial Markets
Education
University of California, Berkeley, Haas School of Business 2007 — 2009
MBA
University of Puget Sound 1998 — 2002
BA
Scott Rabjohn Scott Rabjohn's Macquarie Capital (USA) Inc. Experience December 2013 - Present
Job AVP at Macquarie Capital (USA) Inc.
Industry Financial Services
Experience
Macquarie Capital (USA) Inc. December 2013 - Present
Macquarie Capital (USA) Inc. September 2010 - December 2013
RBC Dexia Investor Services December 2008 - March 2010
Skills
Equity Swaps, Total Return Swaps, Equity Derivatives, Synthetics, Risk Systems, Securities Lending, Asia-Pac Markets, Emerging Markets, Institutional Relations, Regulatory Reporting, ISDA, Arbitrage, Corporate Actions, Credit Risk, Business Process..., Project Coordination, Offshore Management, Bloomberg, Adaptation, Hedge Funds, Derivatives, Middle Office, Business Analysis, Risk Management
Education
McMaster University 2004 — 2008
Bachelor's degree, Economics
Macquarie Capital (USA) Inc. December 2013 - Present
Macquarie Capital (USA) Inc. September 2010 - December 2013
RBC Dexia Investor Services December 2008 - March 2010
Skills
Equity Swaps, Total Return Swaps, Equity Derivatives, Synthetics, Risk Systems, Securities Lending, Asia-Pac Markets, Emerging Markets, Institutional Relations, Regulatory Reporting, ISDA, Arbitrage, Corporate Actions, Credit Risk, Business Process..., Project Coordination, Offshore Management, Bloomberg, Adaptation, Hedge Funds, Derivatives, Middle Office, Business Analysis, Risk Management
Education
McMaster University 2004 — 2008
Bachelor's degree, Economics
Sarah Lyras Brodman Sarah Lyras Brodman's Macquarie Capital (USA) Inc. Experience October 2008 - August 2011
Job Marketing Assistant at P2 Capital Partners, LLC
Industry Investment Management
Experience
P2 Capital Partners, LLC August 2011 - Present
Macquarie Capital (USA) Inc. October 2008 - August 2011
Lehman Brothers April 2007 - October 2008
Skills
Equities, Marketing, Strategy, Editing, Hedge Funds, PowerPoint, Market Research, Management, Financial Modeling, Alternative Investments, Investments, Series 7
Education
Miami University 2002 — 2006
Bachelor's degree, Organizational Communication, General
P2 Capital Partners, LLC August 2011 - Present
Macquarie Capital (USA) Inc. October 2008 - August 2011
Lehman Brothers April 2007 - October 2008
Skills
Equities, Marketing, Strategy, Editing, Hedge Funds, PowerPoint, Market Research, Management, Financial Modeling, Alternative Investments, Investments, Series 7
Education
Miami University 2002 — 2006
Bachelor's degree, Organizational Communication, General
Maureen Lambert Maureen Lambert's Macquarie Capital (USA) Inc. Experience November 2009 - Present
Job Associate
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. November 2009 - Present
FITiST April 2014 - August 2014
St Gregory the Great Catholic School August 2009 - May 2010
Fox-Pitt, Kelton May 2008 - November 2009
Cochran Caronia Waller September 2006 - May 2008
Skills
Investment Banking, Financial Modeling, Risk Management, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Corporate Finance, Equities, Derivatives, Financial Structuring, Budget Management, Excel Dashboards, Excel Models, Excel Pivot, Microsoft Excel
Education
DePaul University 2008 — 2010
Masters of Education, Counseling
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Psychology & Sociology
Macquarie Capital (USA) Inc. November 2009 - Present
FITiST April 2014 - August 2014
St Gregory the Great Catholic School August 2009 - May 2010
Fox-Pitt, Kelton May 2008 - November 2009
Cochran Caronia Waller September 2006 - May 2008
Skills
Investment Banking, Financial Modeling, Risk Management, Valuation, Due Diligence, Capital Markets, Private Equity, Alternative Investments, Hedge Funds, Fixed Income, Corporate Finance, Equities, Derivatives, Financial Structuring, Budget Management, Excel Dashboards, Excel Models, Excel Pivot, Microsoft Excel
Education
DePaul University 2008 — 2010
Masters of Education, Counseling
Indiana University Bloomington 2002 — 2006
Bachelor of Arts, Psychology & Sociology
Louis Frost Louis Frost's Macquarie Capital (USA) Inc. Experience March 2008 - March 2009
Job President, Integritas Capital Advisors, LLC
Industry Real Estate
Experience
Integritas Capital Advisors, LLC May 2013 - Present
Oberon Securities, LLC May 2013 - Present
KPMG Corporate Finance / KPMG LLP May 2010 - July 2012
Macquarie Capital (USA), Inc. March 2008 - March 2009
Goldman Sachs March 2005 - January 2008
Deutsche Bank August 2003 - February 2005
VDC Communications, Inc. August 1998 - August 2001
Skills
Client Development, Capital Markets, Equity Capital Markets, Debt Capital Markets, Restructuring, Leading National Teams, Mergers & Acquisitions, Joint Ventures, International Joint..., Capital Raising, Commercial Real Estate, Real Estate Financing, Real Estate Private..., International Real..., Real Estate Transactions, Real Estate Development, Cross-functional Team..., Team Leadership, Strategic Leadership, Thought Leadership, Situational Leadership, Business Valuation, Investment Banking, Due Diligence, Investment Properties, Mergers, Private Equity, Real Estate, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and Accounting
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
JD
Princeton University 1989 — 1993
BA
Integritas Capital Advisors, LLC May 2013 - Present
Oberon Securities, LLC May 2013 - Present
KPMG Corporate Finance / KPMG LLP May 2010 - July 2012
Macquarie Capital (USA), Inc. March 2008 - March 2009
Goldman Sachs March 2005 - January 2008
Deutsche Bank August 2003 - February 2005
VDC Communications, Inc. August 1998 - August 2001
Skills
Client Development, Capital Markets, Equity Capital Markets, Debt Capital Markets, Restructuring, Leading National Teams, Mergers & Acquisitions, Joint Ventures, International Joint..., Capital Raising, Commercial Real Estate, Real Estate Financing, Real Estate Private..., International Real..., Real Estate Transactions, Real Estate Development, Cross-functional Team..., Team Leadership, Strategic Leadership, Thought Leadership, Situational Leadership, Business Valuation, Investment Banking, Due Diligence, Investment Properties, Mergers, Private Equity, Real Estate, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and Accounting
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
JD
Princeton University 1989 — 1993
BA
Seth Green Seth Green's Macquarie Capital (USA) Inc. Experience May 2011 - August 2011
Job Associate at Ridgemont Equity Partners
Industry Banking
Experience
Ridgemont Equity Partners August 2015 - Present
The Blackstone Group June 2012 - June 2015
Macquarie Capital (USA) Inc. May 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Economics
Ridgemont Equity Partners August 2015 - Present
The Blackstone Group June 2012 - June 2015
Macquarie Capital (USA) Inc. May 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Economics
Kalan MacGinley Kalan MacGinley's Macquarie Capital (USA) Inc. Experience March 2009 - Present
Job Managing Director in FIG at Macquarie Capital Head of Western States
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. March 2009 - Present
RBC Capital Markets March 2004 - March 2009
FleetBoston (Bank of America) September 2002 - March 2004
Booz Allen Hamilton May 2001 - September 2002
Project Management Group March 1999 - July 2000
Schlumberger January 1996 - January 1999
Education
Carnegie Mellon University - Tepper School of Business
MBA
University College Dublin
Bachelor of Engineering (BEng), Chemical Engineering
University of Missouri-Rolla
Master of Engineering (MEng), Chemical Engineering / US Navy
Macquarie Capital (USA) Inc. March 2009 - Present
RBC Capital Markets March 2004 - March 2009
FleetBoston (Bank of America) September 2002 - March 2004
Booz Allen Hamilton May 2001 - September 2002
Project Management Group March 1999 - July 2000
Schlumberger January 1996 - January 1999
Education
Carnegie Mellon University - Tepper School of Business
MBA
University College Dublin
Bachelor of Engineering (BEng), Chemical Engineering
University of Missouri-Rolla
Master of Engineering (MEng), Chemical Engineering / US Navy
Billy Goldstein Billy Goldstein's Macquarie Capital (USA) Inc. Experience March 2009 - October 2013
Job CEO and Managing Director at Persevent Group LLC
Industry Investment Banking
Experience
Persevent Group LLC May 2014 - Present
Star Mountain Capital, LLC April 2014 - Present
Macquarie Capital (USA) Inc. March 2009 - October 2013
Goldman Sachs August 1998 - March 2009
JP Morgan August 1993 - August 1996
Skills
Strategy, M&A execution, Investment Valuation, Negotiation, Coaching, Financial Modeling, Mergers, Investment Banking, Capital Markets, Capital Raising, Business Development, Telecommunications, Wireless, Data Center, Satellite, Leadership, Private Equity, M&A experience, Divestitures, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Due Diligence, Equities, Venture Capital, Start-ups, Investments
Education
Harvard Business School
MBA
University of Pennsylvania
BSE
Persevent Group LLC May 2014 - Present
Star Mountain Capital, LLC April 2014 - Present
Macquarie Capital (USA) Inc. March 2009 - October 2013
Goldman Sachs August 1998 - March 2009
JP Morgan August 1993 - August 1996
Skills
Strategy, M&A execution, Investment Valuation, Negotiation, Coaching, Financial Modeling, Mergers, Investment Banking, Capital Markets, Capital Raising, Business Development, Telecommunications, Wireless, Data Center, Satellite, Leadership, Private Equity, M&A experience, Divestitures, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Financial Structuring, Due Diligence, Equities, Venture Capital, Start-ups, Investments
Education
Harvard Business School
MBA
University of Pennsylvania
BSE
Caroline McHale Caroline McHale's Macquarie Capital (USA) Inc. Experience August 2010 - December 2010
Job Associate at Sidley Austin
Industry Law Practice
Experience
Sidley Austin LLP October 2011 - Present
Citigroup Global Markets August 2011 - October 2011
BNP Paribas May 2011 - August 2011
Macquarie Capital (USA), Inc. August 2010 - December 2010
O'Malley & Associates February 2005 - August 2010
Magistrate Judge Debra Freeman, Southern District New York January 2010 - May 2010
SANDBACK & MICHELEN December 2008 - December 2009
Skills
Legal Research, Legal Writing, Litigation, Securities, Westlaw, Research, Finance, Banking, Analysis, Employment Law, Due Diligence, Corporate Finance, Immigration Law, Corporate Law, Corporate Governance, Private Equity, Mergers
Education
New York Law School 2007 — 2011
Juris Doctor, Cum Laude, Financial Services Law
National University of Ireland, Galway 1998 — 2001
Bachelor of Commerce, Finance / Management of Information Systems
School
Sidley Austin LLP October 2011 - Present
Citigroup Global Markets August 2011 - October 2011
BNP Paribas May 2011 - August 2011
Macquarie Capital (USA), Inc. August 2010 - December 2010
O'Malley & Associates February 2005 - August 2010
Magistrate Judge Debra Freeman, Southern District New York January 2010 - May 2010
SANDBACK & MICHELEN December 2008 - December 2009
Skills
Legal Research, Legal Writing, Litigation, Securities, Westlaw, Research, Finance, Banking, Analysis, Employment Law, Due Diligence, Corporate Finance, Immigration Law, Corporate Law, Corporate Governance, Private Equity, Mergers
Education
New York Law School 2007 — 2011
Juris Doctor, Cum Laude, Financial Services Law
National University of Ireland, Galway 1998 — 2001
Bachelor of Commerce, Finance / Management of Information Systems
School
Graham Mellen Graham Mellen's Macquarie Capital (USA) Inc. Experience December 2009 - September 2011
Job Business Development & Partnerships at Sailo
Industry Financial Services
Experience
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
Sailo June 2015 - Present
Goto Capital Markets February 2013 - February 2015
Macquarie Capital (USA) Inc. December 2009 - September 2011
Banc of America Securities July 2007 - February 2009
Banc of America Securities June 2006 - July 2007
HSBC June 2005 - August 2005
Skills
Series 7, Series 63, Capital Markets, Investment Banking, Financial Analysis, High Yield, Leveraged Finance, Leveraged Lending, Pitch Books, Sailing, High Grade, Bond Markets, Valuation, Structured Finance, Corporate Finance, Fixed Income, Private Equity, Financial Modeling, Credit Risk, Investments, Equities, Due Diligence
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Bachelor of Science in Economics, Finance & Real Estate
William Keesler William Keesler's Macquarie Capital (USA) Inc. Experience July 2010 - June 2011
Job Principal at Paine & Partners, LLC
Industry Venture Capital & Private Equity
Experience
Paine & Partners, LLC March 2015 - Present
Sun Capital Partners June 2011 - March 2015
Macquarie Capital (USA) Inc. July 2010 - June 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration
Westchester Country Day School
Paine & Partners, LLC March 2015 - Present
Sun Capital Partners June 2011 - March 2015
Macquarie Capital (USA) Inc. July 2010 - June 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Bachelor of Science in Business Administration
Westchester Country Day School
Darren Bank Darren Bank's Macquarie Capital (USA) Inc. Experience March 2015 - Present
Job Associate, Restructuring and Special Situations Group at Macquarie Capital (USA), Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA), Inc. March 2015 - Present
Macquarie Capital (USA), Inc. August 2013 - February 2015
CDW August 2011 - August 2013
Education Growth Advisors January 2013 - June 2013
Wolf Point Growth Partners March 2012 - August 2012
CDW Government LLC October 2007 - September 2011
Accredited Home Lenders June 2006 - June 2007
UBS May 2005 - August 2005
Skills
Financial Analysis, Strategy, Valuation, Financial Modeling, Investments, Pricing Strategy, Sales, Mortgage Banking, Credit Analysis, Due Diligence, Strategic Planning, Leadership, Entrepreneurship, Enterprise Software, Finance, Strategic Partnerships, Sales Operations, Marketing, Competitive Analysis, Selling, Business Development, Pricing
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management Strategy, Entrepreneurship
Miami University 2002 — 2006
Bachelor of Science in Business, Marketing & Decision Sciences
Macquarie Capital (USA), Inc. March 2015 - Present
Macquarie Capital (USA), Inc. August 2013 - February 2015
CDW August 2011 - August 2013
Education Growth Advisors January 2013 - June 2013
Wolf Point Growth Partners March 2012 - August 2012
CDW Government LLC October 2007 - September 2011
Accredited Home Lenders June 2006 - June 2007
UBS May 2005 - August 2005
Skills
Financial Analysis, Strategy, Valuation, Financial Modeling, Investments, Pricing Strategy, Sales, Mortgage Banking, Credit Analysis, Due Diligence, Strategic Planning, Leadership, Entrepreneurship, Enterprise Software, Finance, Strategic Partnerships, Sales Operations, Marketing, Competitive Analysis, Selling, Business Development, Pricing
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance, Management Strategy, Entrepreneurship
Miami University 2002 — 2006
Bachelor of Science in Business, Marketing & Decision Sciences
Jason Fromm's Macquarie Capital (USA) Inc. Experience December 2009 - October 2012
Job Private equity investor
Industry Venture Capital & Private Equity
Experience
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
ORIX USA Corporation May 2015 - Present
PartnerRe Principal Finance, Inc. November 2012 - April 2015
Macquarie Capital (USA) Inc. December 2009 - October 2012
Fox-Pitt, Kelton July 2009 - November 2009
Skills
Mergers & Acquisitions, Investment Banking
Education
Indiana University - Kelley School of Business 2005 — 2009
BS, Finance
Byram Hills High School 2001 — 2005
Matt Gilly's Macquarie Capital (USA) Inc. Experience February 2008 - September 2009
Job Senior Financial Analyst at Cox Communications
Industry Telecommunications
Experience
Cox Communications May 2014 - Present
Credit Suisse August 2013 - May 2014
Perimeter Capital Management October 2009 - August 2013
Macquarie Capital (USA) Inc. February 2008 - September 2009
University of Georgia August 2003 - December 2007
JPMorgan Chase May 2007 - August 2007
Homrich & Berg, Inc. May 2006 - August 2006
Skills
Real Estate, Finance, Valuation, Sales, Investments, Account Management, Financial Analysis, Financial Modeling, Management, Leadership, Portfolio Management, Due Diligence, Microsoft Office, Customer Service, Corporate Finance, Microsoft Excel
Education
The University of Georgia 2003 — 2007
BBA, International Business (Finance), Real Estate
University of Georgia - Terry College of Business 2003 — 2007
BBA, International Business (Finance), Real Estate
Cox Communications May 2014 - Present
Credit Suisse August 2013 - May 2014
Perimeter Capital Management October 2009 - August 2013
Macquarie Capital (USA) Inc. February 2008 - September 2009
University of Georgia August 2003 - December 2007
JPMorgan Chase May 2007 - August 2007
Homrich & Berg, Inc. May 2006 - August 2006
Skills
Real Estate, Finance, Valuation, Sales, Investments, Account Management, Financial Analysis, Financial Modeling, Management, Leadership, Portfolio Management, Due Diligence, Microsoft Office, Customer Service, Corporate Finance, Microsoft Excel
Education
The University of Georgia 2003 — 2007
BBA, International Business (Finance), Real Estate
University of Georgia - Terry College of Business 2003 — 2007
BBA, International Business (Finance), Real Estate
Matthew Wayman Matthew Wayman's Macquarie Capital (USA) Inc. Experience April 2008 - September 2012
Job Vice President Development & Strategy at Oldcastle Building Products, Inc.
Industry Building Materials
Experience
Oldcastle Building Products, Inc. August 2012 - Present
Macquarie Capital (USA) Inc. April 2008 - September 2012
Barclays Capital July 2005 - December 2007
J.P. Morgan July 2003 - July 2005
Bank of America January 2002 - June 2003
Skills
Corporate Finance, Debt Restructuring, Operational Due..., Capital Markets, Capital Structure, Valuation, Financial Modeling
Education
Vanderbilt University 1999 — 2001
Bachelor of Science, Dual Major: Economics and Engineering Science
United States Air Force Academy 1997 — 1998
Oldcastle Building Products, Inc. August 2012 - Present
Macquarie Capital (USA) Inc. April 2008 - September 2012
Barclays Capital July 2005 - December 2007
J.P. Morgan July 2003 - July 2005
Bank of America January 2002 - June 2003
Skills
Corporate Finance, Debt Restructuring, Operational Due..., Capital Markets, Capital Structure, Valuation, Financial Modeling
Education
Vanderbilt University 1999 — 2001
Bachelor of Science, Dual Major: Economics and Engineering Science
United States Air Force Academy 1997 — 1998
Charlie Mills Charlie Mills's Macquarie Capital (USA) Inc. Experience 2006 - 2009
Job Senior member of Business Development team
Industry Financial Services
Experience
H.I.G. Capital December 2012 - Present
Houlihan Lokey January 2010 - December 2012
Macquarie Bank April 2006 - July 2009
Macquarie Capital (USA) Inc. 2006 - 2009
SunTrust Robinson Humphrey July 1996 - April 2006
Skills
Private Equity, Divestitures, Valuation, Mergers, Mergers & Acquisitions, Business Planning, Investment Banking, Negotiation, Business Development, M&A experience, Portfolio Management, Capital Raising, Leveraged Finance, Management Consulting, Venture Capital, Strategic Planning, Financial Advisory, Strategy, Capital Markets, Asset Management, Corporate Development, Executive Management, LBO
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS, Economics
The Westminster Schools
H.I.G. Capital December 2012 - Present
Houlihan Lokey January 2010 - December 2012
Macquarie Bank April 2006 - July 2009
Macquarie Capital (USA) Inc. 2006 - 2009
SunTrust Robinson Humphrey July 1996 - April 2006
Skills
Private Equity, Divestitures, Valuation, Mergers, Mergers & Acquisitions, Business Planning, Investment Banking, Negotiation, Business Development, M&A experience, Portfolio Management, Capital Raising, Leveraged Finance, Management Consulting, Venture Capital, Strategic Planning, Financial Advisory, Strategy, Capital Markets, Asset Management, Corporate Development, Executive Management, LBO
Education
Harvard Business School 1994 — 1996
MBA
United States Naval Academy 1985 — 1989
BS, Economics
The Westminster Schools
Nicholas Tambone Nicholas Tambone's Macquarie Capital (USA) Inc. Experience August 2010 - April 2011
Job Litigation Associate at Blank Rome LLP
Industry Law Practice
Experience
Blank Rome LLP September 2013 - Present
United States District Court for the Eastern District of Pennsylvania September 2012 - August 2013
United States District Court for the Eastern District of Pennsylvania May 2011 - August 2011
United States District Court for the District of New Jersey January 2011 - April 2011
Macquarie Capital (USA), Inc. August 2010 - April 2011
Financial Services Authority (predecessor to Financial Conduct Authority) June 2010 - June 2010
Education
New York Law School 2009 — 2012
Juris Doctor
Northern Arizona University
Bachelor of Science, Criminal Justice
Blank Rome LLP September 2013 - Present
United States District Court for the Eastern District of Pennsylvania September 2012 - August 2013
United States District Court for the Eastern District of Pennsylvania May 2011 - August 2011
United States District Court for the District of New Jersey January 2011 - April 2011
Macquarie Capital (USA), Inc. August 2010 - April 2011
Financial Services Authority (predecessor to Financial Conduct Authority) June 2010 - June 2010
Education
New York Law School 2009 — 2012
Juris Doctor
Northern Arizona University
Bachelor of Science, Criminal Justice
Natasha Linehan Natasha Linehan's Macquarie Capital (USA) Inc. Experience November 2001 - March 2013
Job Chief Operating Officer at SSR
Industry Investment Banking
Experience
SSR LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2001 - March 2013
Byrne Hotels March 2009 - March 2010
Leda Hotel Group November 2002 - February 2009
Skills
Capital Markets, Asset Management, Investment Banking, Risk Management, Equities, Equity Research, Vendor Management, Change Management, Finance, Investments, Hedge Funds
Education
Victoria University 1990 — 1992
Business
Fordham University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
SSR LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2001 - March 2013
Byrne Hotels March 2009 - March 2010
Leda Hotel Group November 2002 - February 2009
Skills
Capital Markets, Asset Management, Investment Banking, Risk Management, Equities, Equity Research, Vendor Management, Change Management, Finance, Investments, Hedge Funds
Education
Victoria University 1990 — 1992
Business
Fordham University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brent Kriegshauser's Macquarie Capital (USA) Inc. Experience April 2007 - June 2010
Job Assistant to the Chairman at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial August 2011 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2010
Giuliani Capital Advisors LLC January 2007 - April 2007
Giuliani Capital Advisors LLC August 2004 - December 2006
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Mergers, Financial Analysis, Investments, Capital Markets, LBO, Equities, M&A experience, Business Valuation, Restructuring, Strategic Planning, Corporate Development, Strategic Financial..., Mezzanine, Leveraged Finance, Financial Services, Acquisitions, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Finance, Management & Organizations
Miami University 2000 — 2004
B.S., Finance
Rockhurst High School 1996 — 2000
Raymond James Financial August 2011 - Present
Macquarie Capital (USA) Inc. April 2007 - June 2010
Giuliani Capital Advisors LLC January 2007 - April 2007
Giuliani Capital Advisors LLC August 2004 - December 2006
Skills
Valuation, Financial Modeling, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Mergers, Financial Analysis, Investments, Capital Markets, LBO, Equities, M&A experience, Business Valuation, Restructuring, Strategic Planning, Corporate Development, Strategic Financial..., Mezzanine, Leveraged Finance, Financial Services, Acquisitions, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Finance, Management & Organizations
Miami University 2000 — 2004
B.S., Finance
Rockhurst High School 1996 — 2000
Brent Westrop Brent Westrop's Macquarie Capital (USA) Inc. Experience 2008 - 2009
Job Special Education Teacher at Denver Public Schools
Industry Legal Services
Experience
Denver Public Schools July 2013 - Present
Arapahoe House October 2011 - Present
Teach For America May 2013 - June 2015
Baker & Hostetler LLP March 2012 - May 2013
Sherman & Howard May 2010 - March 2012
Macquarie Capital (USA) Inc. 2008 - 2009
Ropes & Gray LLP 2006 - 2008
Shearman and Sterling 2002 - 2006
Skills
Corporate Law, Corporate Governance, Securities Offerings, Securities Regulation, Public Companies, SEC filings, IPO, Mergers, Private Companies, Private Equity, Venture Capital, Equity Capital Markets, Risk Management, Document Drafting, Contract Negotiation, Legal Compliance, Due Diligence, International Law, Mergers & Acquisitions, Legal Writing, Intellectual Property, Joint Ventures, Licensing, Litigation, Legal Advice, Spiritual Teacher, Legal Research, Commercial Litigation
Education
Queen's University
BA, History & Politics
University of Cambridge
LLM, Commercial Law
York University - Osgoode Hall Law School
LLB (JD), Law
Denver Public Schools July 2013 - Present
Arapahoe House October 2011 - Present
Teach For America May 2013 - June 2015
Baker & Hostetler LLP March 2012 - May 2013
Sherman & Howard May 2010 - March 2012
Macquarie Capital (USA) Inc. 2008 - 2009
Ropes & Gray LLP 2006 - 2008
Shearman and Sterling 2002 - 2006
Skills
Corporate Law, Corporate Governance, Securities Offerings, Securities Regulation, Public Companies, SEC filings, IPO, Mergers, Private Companies, Private Equity, Venture Capital, Equity Capital Markets, Risk Management, Document Drafting, Contract Negotiation, Legal Compliance, Due Diligence, International Law, Mergers & Acquisitions, Legal Writing, Intellectual Property, Joint Ventures, Licensing, Litigation, Legal Advice, Spiritual Teacher, Legal Research, Commercial Litigation
Education
Queen's University
BA, History & Politics
University of Cambridge
LLM, Commercial Law
York University - Osgoode Hall Law School
LLB (JD), Law
Tzee Man Chow's Macquarie Capital (USA) Inc. Experience June 2009 - September 2009
Job Research and Investment Management
Industry Investment Management
Experience
Research Affiliates May 2010 - Present
UCLA Anderson School of Management January 2009 - August 2010
Macquarie Capital (USA) Inc. June 2009 - September 2009
Broadcom November 2006 - November 2008
Quantum March 2005 - November 2006
Northrop Grumman August 2001 - March 2005
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
MFE, Financial Engineering
University of California, San Diego 1997 — 2001
MEng, BS, Electrical Engineering
Research Affiliates May 2010 - Present
UCLA Anderson School of Management January 2009 - August 2010
Macquarie Capital (USA) Inc. June 2009 - September 2009
Broadcom November 2006 - November 2008
Quantum March 2005 - November 2006
Northrop Grumman August 2001 - March 2005
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2009
MFE, Financial Engineering
University of California, San Diego 1997 — 2001
MEng, BS, Electrical Engineering
Andy Chediak's Macquarie Capital (USA) Inc. Experience July 2010 - 2012
Job Vice President at Barclays
Industry Investment Banking
Experience
Barclays Capital October 2014 - Present
Barclays Capital August 2013 - October 2014
Macquarie Capital (USA) Inc. July 2010 - 2012
Macquarie Capital (USA) Inc. July 2008 - June 2010
Macquarie Bank April 2007 - June 2008
Giuliani Capital Advisors 2006 - April 2007
Centre Partners Management 2005 - 2005
Banc of America Securities June 2004 - August 2004
Skills
Investment Banking, Restructuring, Corporate Finance, Cross-border M&A, Acquisitions, Distressed Debt, Capital Raising, Mergers, Private Equity, Microsoft Excel, PowerPoint, Capital Markets, Equities, LBO, Financial Modeling, Due Diligence, Special Situations, Valuation, Mergers & Acquisitions, Debt Restructuring, Investments, Finance, Leveraged Finance, M&A experience, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics with Concentration in Finance
Barclays Capital October 2014 - Present
Barclays Capital August 2013 - October 2014
Macquarie Capital (USA) Inc. July 2010 - 2012
Macquarie Capital (USA) Inc. July 2008 - June 2010
Macquarie Bank April 2007 - June 2008
Giuliani Capital Advisors 2006 - April 2007
Centre Partners Management 2005 - 2005
Banc of America Securities June 2004 - August 2004
Skills
Investment Banking, Restructuring, Corporate Finance, Cross-border M&A, Acquisitions, Distressed Debt, Capital Raising, Mergers, Private Equity, Microsoft Excel, PowerPoint, Capital Markets, Equities, LBO, Financial Modeling, Due Diligence, Special Situations, Valuation, Mergers & Acquisitions, Debt Restructuring, Investments, Finance, Leveraged Finance, M&A experience, Hedge Funds
Education
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science, Economics with Concentration in Finance
John Wren, CFA's Macquarie Capital (USA) Inc. Experience September 2009 - September 2010
Job Manager Planning and Budget at Bonanza Creek Energy, Inc.
Industry Oil & Energy
Experience
Bonanza Creek Energy, Inc. July 2014 - Present
Noble Energy March 2011 - July 2014
Macquarie Capital (USA), Inc. September 2009 - September 2010
Tristone Capital (acquired by Macquarie) March 2007 - September 2009
Stifel Nicolaus July 2004 - March 2007
Skills
Oil & Gas, Planning, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Equity Research, Valuation, Energy, Due Diligence, Analysis, Management, Petroleum, Natural Gas, Investments, Financial Reporting, Equities, Mergers
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
Bonanza Creek Energy, Inc. July 2014 - Present
Noble Energy March 2011 - July 2014
Macquarie Capital (USA), Inc. September 2009 - September 2010
Tristone Capital (acquired by Macquarie) March 2007 - September 2009
Stifel Nicolaus July 2004 - March 2007
Skills
Oil & Gas, Planning, Corporate Finance, Financial Modeling, Financial Analysis, Finance, Equity Research, Valuation, Energy, Due Diligence, Analysis, Management, Petroleum, Natural Gas, Investments, Financial Reporting, Equities, Mergers
Education
University of California, Santa Barbara 2000 — 2004
BS, Mathematics
University of California, Santa Barbara 2000 — 2004
BA, Business Economics
Eric Schwarzbach Eric Schwarzbach's Macquarie Capital (USA) Inc. Experience December 2009 - Present
Job Senior Vice President, Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. December 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller January 2008 - December 2009
Morgan Stanley 2006 - 2008
Freeman & Co. LLC 2000 - 2005
Skills
Investment Banking, Financial Institutions, Asset Management, Options, Mergers & Acquisitions, Finance, Trading, Investments, Mergers, Hedge Funds, Corporate Finance, Capital Markets, Capital Raising, Equities, Private Equity
Education
University of Pennsylvania 1996 — 2000
Macquarie Capital (USA) Inc. December 2009 - Present
Fox-Pitt Kelton Cochran Caronia Waller January 2008 - December 2009
Morgan Stanley 2006 - 2008
Freeman & Co. LLC 2000 - 2005
Skills
Investment Banking, Financial Institutions, Asset Management, Options, Mergers & Acquisitions, Finance, Trading, Investments, Mergers, Hedge Funds, Corporate Finance, Capital Markets, Capital Raising, Equities, Private Equity
Education
University of Pennsylvania 1996 — 2000
Raoul Nowitz's Macquarie Capital (USA) Inc. Experience 2007 - October 2011
Job Managing Director at SOLIC Capital Advisors
Industry Investment Banking
Experience
SOLIC Capital Advisors February 2012 - Present
Macquarie Capital (USA) Inc. 2007 - October 2011
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2002 - 2005
New Era Capital 1999 - 2002
Salomon Smith Barney 1998 - 1998
Richrolo Food Corporation 1995 - 1996
Grant Thornton 1993 - 1995
Skills
Debt, Corporate Finance, Restructuring, Capital Markets, Investment Banking, Deal Structuring, Transaction, Private Equity, Mergers, Due Diligence, Valuation, Structuring, Leveraged Finance, Business Valuation, Capital, Bankruptcy, Financial Advisory, Credit Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Equities
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of the Witwatersrand
Bachelor of Commerce, Accounting and Bus Info Systems
University of the Witwatersrand
Post-graduate Bachelor of Accounting, Accounting
SOLIC Capital Advisors February 2012 - Present
Macquarie Capital (USA) Inc. 2007 - October 2011
Giuliani Capital Advisors 2005 - 2007
Ernst & Young Corporate Finance 2002 - 2005
New Era Capital 1999 - 2002
Salomon Smith Barney 1998 - 1998
Richrolo Food Corporation 1995 - 1996
Grant Thornton 1993 - 1995
Skills
Debt, Corporate Finance, Restructuring, Capital Markets, Investment Banking, Deal Structuring, Transaction, Private Equity, Mergers, Due Diligence, Valuation, Structuring, Leveraged Finance, Business Valuation, Capital, Bankruptcy, Financial Advisory, Credit Analysis, Mergers & Acquisitions, Venture Capital, Finance, Investments, Equities
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance
University of the Witwatersrand
Bachelor of Commerce, Accounting and Bus Info Systems
University of the Witwatersrand
Post-graduate Bachelor of Accounting, Accounting
James Carter James Carter's Macquarie Capital (USA) Inc. Experience April 2007 - May 2009
Job Senior Managing Director at Ernst & Young Capital Advisors, LLC
Industry Investment Banking
Experience
Ernst & Young Capital Advisors, LLC July 2009 - Present
Macquarie Capital (USA) Inc. April 2007 - May 2009
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young LLP June 1986 - December 2004
Skills
Management, Private Equity, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Analysis, Restructuring, Investment Banking, Due Diligence, Divestitures, M&A experience, LBO
Education
Unversity of Michigan 1984 — 1986
MBA, Finance
Alma College 1980 — 1984
BA, Business / Finance
Avondale High School
Ernst & Young Capital Advisors, LLC July 2009 - Present
Macquarie Capital (USA) Inc. April 2007 - May 2009
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young LLP June 1986 - December 2004
Skills
Management, Private Equity, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Business Valuation, Financial Analysis, Restructuring, Investment Banking, Due Diligence, Divestitures, M&A experience, LBO
Education
Unversity of Michigan 1984 — 1986
MBA, Finance
Alma College 1980 — 1984
BA, Business / Finance
Avondale High School
Anjali Garg's Macquarie Capital (USA) Inc. Experience April 2004 - May 2007
Job
Industry International Affairs
Experience
International Budget Partnership November 2013 - Present
U.S. Department of the Treasury January 2011 - Present
International Monetary Fund September 2009 - January 2011
SKS Microfinance Limited June 2008 - August 2008
Macquarie Capital (USA) Inc. April 2004 - May 2007
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs
University of Wisconsin-Madison - School of Business 1999 — 2003
Bachelor of Business Administration
International Budget Partnership November 2013 - Present
U.S. Department of the Treasury January 2011 - Present
International Monetary Fund September 2009 - January 2011
SKS Microfinance Limited June 2008 - August 2008
Macquarie Capital (USA) Inc. April 2004 - May 2007
Education
Columbia University - School of International and Public Affairs 2007 — 2009
Master of International Affairs
University of Wisconsin-Madison - School of Business 1999 — 2003
Bachelor of Business Administration
Cleo Zagrean, CFA's Macquarie Capital (USA) Inc. Experience May 2010 - Present
Job Analyst at Macquarie Capital (USA) Inc.
Industry Financial Services
Experience
Macquarie Capital (USA) Inc. May 2010 - Present
Companion Investment Research August 2009 - May 2010
Sentinel Investments June 2004 - August 2005
Ryan Beck & Co. June 2001 - March 2004
Evanston Capital Advisors May 1999 - March 2000
Synergy Group August 1997 - March 1999
Skills
Equity Research, Equities, Private Equity, Investments, Mutual Funds, Securities, Research, Financial Modeling, Valuation, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Emerging Markets, Bloomberg
Education
University of Pennsylvania - The Wharton School
MBA, Strategy, Innovation, Entrepreneurship, Responsible Investing, Nonprofit Leadership.
Macquarie Capital (USA) Inc. May 2010 - Present
Companion Investment Research August 2009 - May 2010
Sentinel Investments June 2004 - August 2005
Ryan Beck & Co. June 2001 - March 2004
Evanston Capital Advisors May 1999 - March 2000
Synergy Group August 1997 - March 1999
Skills
Equity Research, Equities, Private Equity, Investments, Mutual Funds, Securities, Research, Financial Modeling, Valuation, Investment Banking, Capital Markets, Hedge Funds, Corporate Finance, Emerging Markets, Bloomberg
Education
University of Pennsylvania - The Wharton School
MBA, Strategy, Innovation, Entrepreneurship, Responsible Investing, Nonprofit Leadership.
Travis Raitt's Macquarie Capital (USA) Inc. Experience October 2005 - October 2011
Job VP Development at Oldcastle
Industry Building Materials
Experience
Oldcastle Materials, Southeast Division January 2015 - Present
The Home Depot December 2012 - January 2015
The Home Depot December 2011 - December 2012
Macquarie Capital (USA) Inc. October 2005 - October 2011
Giuliani Capital Advisors October 2005 - April 2007
PricewaterhouseCoopers LLP September 2000 - October 2005
National Hockey League 2000 - 2000
Scudder Investments 1999 - 2000
Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1994 — 1999
B.S., Business Administration (Finance & Marketing)
University of Iowa 1998 — 1998
Hialeah-Miami Lakes
Oldcastle Materials, Southeast Division January 2015 - Present
The Home Depot December 2012 - January 2015
The Home Depot December 2011 - December 2012
Macquarie Capital (USA) Inc. October 2005 - October 2011
Giuliani Capital Advisors October 2005 - April 2007
PricewaterhouseCoopers LLP September 2000 - October 2005
National Hockey League 2000 - 2000
Scudder Investments 1999 - 2000
Skills
Microsoft Office, Distressed Debt, M&A due diligence, Capital Markets, Capital Structure, Corporate Finance, Private Equity, Due Diligence, Financial Analysis, Investments, Mergers & Acquisitions, Restructuring, Finance, IPO, Forecasting, Acquisitions, Valuation, Financial Modeling, Equities, Business Process..., Divestitures, Financial Reporting, Business Development, Strategy, Banking, Investment Banking, Financial Services, Acquisition Integration
Education
University of Georgia - Terry College of Business 2013 — 2015
Master of Business Administration (MBA)
Boston University 1994 — 1999
B.S., Business Administration (Finance & Marketing)
University of Iowa 1998 — 1998
Hialeah-Miami Lakes
Adeeb Huq's Macquarie Capital (USA) Inc. Experience 2007 - 2009
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Grosvenor Capital Management, L.P 2014 - Present
Credit Suisse Private Equity 2010 - 2014
Macquarie Capital (USA) Inc. 2007 - 2009
American Express Bank Limited 2006 - 2006
IPDC of Bangladesh Limited 2005 - 2005
Skills
Private Equity, Corporate Finance, Project Finance, Mergers, Industrials, Leveraged Finance, LBO, Fundraising, Fund Of Funds, Emerging Markets, Real Estate, Real Estate Investment, Investment Banking, Credit Analysis, Investments, Mergers & Acquisitions, Capital Markets
Education
New York University - Leonard N. Stern School of Business
Bachelor of Science (cum laude), Finance, Economics, Math, Computer Science
INSEAD
Master of Finance, Finance
Grosvenor Capital Management, L.P 2014 - Present
Credit Suisse Private Equity 2010 - 2014
Macquarie Capital (USA) Inc. 2007 - 2009
American Express Bank Limited 2006 - 2006
IPDC of Bangladesh Limited 2005 - 2005
Skills
Private Equity, Corporate Finance, Project Finance, Mergers, Industrials, Leveraged Finance, LBO, Fundraising, Fund Of Funds, Emerging Markets, Real Estate, Real Estate Investment, Investment Banking, Credit Analysis, Investments, Mergers & Acquisitions, Capital Markets
Education
New York University - Leonard N. Stern School of Business
Bachelor of Science (cum laude), Finance, Economics, Math, Computer Science
INSEAD
Master of Finance, Finance
Nicole Horton's Macquarie Capital (USA) Inc. Experience April 2007 - July 2009
Job Executive Director at Ernst & Young LLP
Industry Investment Banking
Experience
Ernst & Young LLP August 2009 - Present
Macquarie Securities (USA) Inc. April 2007 - July 2009
Macquarie Capital (USA) Inc. April 2007 - July 2009
Giuliani Capital Advisors December 2004 - March 2007
Ernst & Young LLP 2000 - 2004
Ernst & Young Corporate Finance LLC 2000 - 2004
The Pacific Bank 1995 - 2000
Bank IV 1989 - 1992
Skills
Corporate Finance, Restructuring
Education
The University of Kansas
B.A., East Asian Language & Culture (Mandarin); Minor in German
Thunderbird School of Global Management
MIM, Finance
Ernst & Young LLP August 2009 - Present
Macquarie Securities (USA) Inc. April 2007 - July 2009
Macquarie Capital (USA) Inc. April 2007 - July 2009
Giuliani Capital Advisors December 2004 - March 2007
Ernst & Young LLP 2000 - 2004
Ernst & Young Corporate Finance LLC 2000 - 2004
The Pacific Bank 1995 - 2000
Bank IV 1989 - 1992
Skills
Corporate Finance, Restructuring
Education
The University of Kansas
B.A., East Asian Language & Culture (Mandarin); Minor in German
Thunderbird School of Global Management
MIM, Finance
Josh Weismer's Macquarie Capital (USA) Inc. Experience March 2008 - August 2013
Job Managing Director at Scotia Capital
Industry Investment Banking
Experience
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Scotia Capital September 2013 - Present
Macquarie Capital (USA) Inc. March 2008 - August 2013
Banc of America Securities LLC June 2006 - February 2008
Thomas Weisel Partners April 2000 - May 2006
Furman Selz August 1998 - April 2000
Skills
LBO, Investment Banking, Capital Markets, Equity Capital Markets, Private Placements, Private Equity, Valuation, Equities
Education
Yale University - Yale School of Management 1996 — 1998
MBA, Finance
Lehigh University 1990 — 1994
Bachelor of Science, Mechanical Engineering
Manheim Township High School 1986 — 1990
Gayle Shampine Barr's Macquarie Capital (USA) Inc. Experience December 2007 - December 2014
Job Information Services Professional
Industry Information Services
Experience
Macquarie Capital (USA) Inc. December 2007 - December 2014
Quaker Tropicana Gatorade / PepsiCo July 2000 - June 2007
Donors Forum of Chicago July 1991 - July 2000
Skills
Records Management, Organization Skills, Communication, Information Management, Technical Support, Microsoft Office, Writing, Nonprofits, Philanthropy
Education
Northern Illinois University 1992 — 1994
Library and Information Science
Illinois State University 1971 — 1974
Bachelor of Library Science, Library Science
Macquarie Capital (USA) Inc. December 2007 - December 2014
Quaker Tropicana Gatorade / PepsiCo July 2000 - June 2007
Donors Forum of Chicago July 1991 - July 2000
Skills
Records Management, Organization Skills, Communication, Information Management, Technical Support, Microsoft Office, Writing, Nonprofits, Philanthropy
Education
Northern Illinois University 1992 — 1994
Library and Information Science
Illinois State University 1971 — 1974
Bachelor of Library Science, Library Science
Slavka Snajdrova's Macquarie Capital (USA) Inc. Experience 2006 - 2009
Job Project Finance Manager at Mosaic
Industry Renewables & Environment
Experience
Mosaic June 2013 - Present
Tioga Energy June 2012 - May 2013
Macquarie Capital (USA) Inc. 2006 - 2009
Tricor Pacific Capital July 2005 - August 2005
Mobler Imports Ltd. 2000 - 2004
Skills
Financial Modeling, Financial Analysis, Project Finance, Project Collaboration, Due Diligence, Cross-group..., Solar Energy, Renewable Energy, Management, Cross-functional Team..., Private Equity
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce, Finance
Mosaic June 2013 - Present
Tioga Energy June 2012 - May 2013
Macquarie Capital (USA) Inc. 2006 - 2009
Tricor Pacific Capital July 2005 - August 2005
Mobler Imports Ltd. 2000 - 2004
Skills
Financial Modeling, Financial Analysis, Project Finance, Project Collaboration, Due Diligence, Cross-group..., Solar Energy, Renewable Energy, Management, Cross-functional Team..., Private Equity
Education
The University of British Columbia 2002 — 2006
Bachelor of Commerce, Finance
Andrew Krop's Macquarie Capital (USA) Inc. Experience April 2007 - June 2012
Job Chief Financial Officer at Spot Freight, Inc
Industry Logistics and Supply Chain
Experience
Spot Freight, Inc November 2014 - Present
Spot Freight, Inc January 2014 - November 2014
KPMG Corporate Finance October 2012 - November 2013
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young August 2001 - December 2004
Ernst & Young Corporate Finance 2001 - 2004
Education
Indiana University - Kelley School of Business 1997 — 2001
Indiana University Bloomington 1997 — 2001
BS, Finance & Accounting
Spot Freight, Inc November 2014 - Present
Spot Freight, Inc January 2014 - November 2014
KPMG Corporate Finance October 2012 - November 2013
Macquarie Capital (USA) Inc. April 2007 - June 2012
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young August 2001 - December 2004
Ernst & Young Corporate Finance 2001 - 2004
Education
Indiana University - Kelley School of Business 1997 — 2001
Indiana University Bloomington 1997 — 2001
BS, Finance & Accounting
Kristen Youngren's Macquarie Capital (USA) Inc. Experience 2010 - Present
Job Compliance officer at Macquarie Securities
Industry Legal Services
Experience
Macquarie Capital (USA) Inc. 2010 - Present
Macquarie Securities September 2008 - Present
Macquarie Bank 2008 - Present
bear stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Macquarie Capital (USA) Inc. 2010 - Present
Macquarie Securities September 2008 - Present
Macquarie Bank 2008 - Present
bear stearns 2006 - 2008
Education
Georgetown University Law Center 1999 — 2002
Frank C. Barile's Macquarie Capital (USA) Inc. Experience August 2008 - December 2013
Job Vice President & Counsel at Deutsche Bank
Industry Legal Services
Experience
Deutsche Bank AG December 2013 - Present
Macquarie Capital (USA), Inc. August 2008 - December 2013
Bear Stearns August 2006 - August 2008
Skills
Equities, Derivatives, Equity Trading, Trading, Securities, FINRA, Capital Markets, Hedge Funds, Structured Products, Securities Lending, Prime Brokerage, Settlement, Portfolio Management, Options, Investment Banking, Due Diligence, Corporate Law, Senior Executive..., Banking, Commercial Contracts
Education
New York Law School 2003 — 2006
Juris Doctor, Law
State University of New York at Stony Brook 1998 — 2002
Bachelor of the Arts, Political Science / American History
Deutsche Bank AG December 2013 - Present
Macquarie Capital (USA), Inc. August 2008 - December 2013
Bear Stearns August 2006 - August 2008
Skills
Equities, Derivatives, Equity Trading, Trading, Securities, FINRA, Capital Markets, Hedge Funds, Structured Products, Securities Lending, Prime Brokerage, Settlement, Portfolio Management, Options, Investment Banking, Due Diligence, Corporate Law, Senior Executive..., Banking, Commercial Contracts
Education
New York Law School 2003 — 2006
Juris Doctor, Law
State University of New York at Stony Brook 1998 — 2002
Bachelor of the Arts, Political Science / American History
Adem Esen's Macquarie Capital (USA) Inc. Experience 2013 - 2014
Job GAT Equity Derivatives at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets 2014 - Present
Macquarie Capital (USA) Inc. 2013 - 2014
Bloomberg LP 2010 - 2013
Georgia Institute of Technology 2007 - 2010
Skills
C++, Interest Rate..., Statistics, Portfolio Optimization, Operations Research, Optimizations, Trading Strategies, Quantitative Investing, Fixed Income, Mathematical Modeling, Rates, Derivatives, Financial Markets, Electronic Trading, Statistical Modeling, Python, FX Options, Simulations, Algorithms, Matlab, Data Mining, Bloomberg, Trading, Valuation, Trading Systems, Capital Markets, Economics, Interest Rate Models
Education
Georgia Institute of Technology 2006 — 2009
Master of Science (MSc), Operations Research, 3.87/4.00
Bilkent University 2001 — 2006
B.S., Industrial Engineering, 3.89/4.00
RBC Capital Markets 2014 - Present
Macquarie Capital (USA) Inc. 2013 - 2014
Bloomberg LP 2010 - 2013
Georgia Institute of Technology 2007 - 2010
Skills
C++, Interest Rate..., Statistics, Portfolio Optimization, Operations Research, Optimizations, Trading Strategies, Quantitative Investing, Fixed Income, Mathematical Modeling, Rates, Derivatives, Financial Markets, Electronic Trading, Statistical Modeling, Python, FX Options, Simulations, Algorithms, Matlab, Data Mining, Bloomberg, Trading, Valuation, Trading Systems, Capital Markets, Economics, Interest Rate Models
Education
Georgia Institute of Technology 2006 — 2009
Master of Science (MSc), Operations Research, 3.87/4.00
Bilkent University 2001 — 2006
B.S., Industrial Engineering, 3.89/4.00
Paul Caverly's Macquarie Capital (USA) Inc. Experience January 2010 - August 2012
Job Vice President at Wolfe Research Securities
Industry Financial Services
Experience
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Wolfe Research Securities 2012 - Present
Macquarie Capital (USA) Inc. January 2010 - August 2012
FPKCCW 2005 - October 2010
Swiss Re 2005 - 2006
State Street Bank 2003 - 2005
Deutsche Bank 2000 - 2004
Credit Suisse First Boston 1997 - 2000
Education
University of South Carolina-Columbia 1991 — 1995
BA, History
Kathy Vaughn's Macquarie Capital (USA) Inc. Experience April 2007 - Present
Job Executive Assistant at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. April 2007 - Present
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young Corporate Finance LLC October 2001 - December 2004
Houlihan Lokey Howard & Zukin February 2000 - September 2001
American Association for Marriage and Family Therapy November 1993 - December 1999
Thornton Township Youth Committee August 1992 - October 1993
Education
Purdue University Calumet 1990 — 1993
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Purdue University Calumet 1986 — 1990
Bachelor of Arts (B.A.), Psychology
Macquarie Capital (USA) Inc. April 2007 - Present
Giuliani Capital Advisors LLC December 2004 - April 2007
Ernst & Young Corporate Finance LLC October 2001 - December 2004
Houlihan Lokey Howard & Zukin February 2000 - September 2001
American Association for Marriage and Family Therapy November 1993 - December 1999
Thornton Township Youth Committee August 1992 - October 1993
Education
Purdue University Calumet 1990 — 1993
Master of Science (M.S.), Marriage and Family Therapy/Counseling
Purdue University Calumet 1986 — 1990
Bachelor of Arts (B.A.), Psychology
JP Young's Macquarie Capital (USA) Inc. Experience 2005 - 2009
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Jay Kreske's Macquarie Capital (USA) Inc. Experience July 2010 - March 2012
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Mizuho Securities USA Inc. July 2013 - Present
Knight Capital Group May 2012 - July 2013
Macquarie Capital (USA), Inc. July 2010 - March 2012
Deutsche Bank Securities March 2004 - April 2010
JP Morgan February 2000 - February 2004
Chase Hambrecht and Quist 2000 - 2001
Tucker Anthony Cleary Gull 1998 - 2000
Robert W. Baird and Company 1994 - 1998
B.C. Ziegler 1993 - 1994
Strong Capital Management 1989 - 1994
Education
The University of Chicago 1997 — 1999
MBA, Finance
University of Wisconsin-Milwaukee - Lubar School of Business 1985 — 1990
BBA, Finance/Marketing
Universidad de Sevilla
Adam Tindel's Macquarie Capital (USA) Inc. Experience May 2006 - June 2009
Job Vice President at BlackArch Partners
Industry Investment Banking
Experience
BlackArch Partners August 2011 - Present
Bain & Company June 2010 - August 2010
Macquarie Capital (USA) Inc. May 2006 - June 2009
SunTrust Robinson Humphrey July 2004 - May 2006
Education
Kellogg School of Management at Northwestern University 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science, Business Administration
BlackArch Partners August 2011 - Present
Bain & Company June 2010 - August 2010
Macquarie Capital (USA) Inc. May 2006 - June 2009
SunTrust Robinson Humphrey July 2004 - May 2006
Education
Kellogg School of Management at Northwestern University 2009 — 2011
MBA
University of North Carolina at Chapel Hill 2000 — 2004
Bachelor of Science, Business Administration
Jack Berquist's Macquarie Capital (USA) Inc. Experience November 2010 - February 2013
Job Managing Partner at Accord Group Holdings LLC
Industry Real Estate
Experience
Accord Group Holdings LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Banc of America Securities July 1997 - May 2003
Skills
Management, Private Equity, Investments, Alternative Investments, Private Placements, Real Estate Economics, Due Diligence, Investment Banking, Financial Structuring, Capital Raising, Corporate Finance, Asset Management, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Real Estate
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Economics and Business Administration
Accord Group Holdings LLC March 2013 - Present
Macquarie Capital (USA) Inc. November 2010 - February 2013
Presidio Partners LLC May 2003 - November 2010
Banc of America Securities July 1997 - May 2003
Skills
Management, Private Equity, Investments, Alternative Investments, Private Placements, Real Estate Economics, Due Diligence, Investment Banking, Financial Structuring, Capital Raising, Corporate Finance, Asset Management, Valuation, Capital Markets, Portfolio Management, Financial Modeling, Real Estate
Education
The University of Chicago Booth School of Business 1977 — 1979
MBA, Finance
Vanderbilt University 1972 — 1976
BA, Economics and Business Administration
Daniel Lowenthal's Macquarie Capital (USA) Inc. Experience 2010 - October 2011
Job Associate at Croft & Bender
Industry Financial Services
Experience
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Croft & Bender September 2014 - June 2015
Croft & Bender May 2012 - September 2014
Georgia Oak Partners, LLC. October 2011 - May 2012
Macquarie Capital (USA) Inc. 2010 - October 2011
Houlihan Lokey June 2009 - August 2009
Wachovia Securities, LLC June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Microsoft Office, Microsoft Excel, Microsoft Word, Analysis, Financial Analysis, Corporate Finance
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Georgia - Terry College of Business 2006 — 2010
BS, Finance
Pace Academy 1998 — 2006
Saad Saghir's Macquarie Capital (USA) Inc. Experience October 2014 - June 2015
Job Acquisitions & Development at MCR Development LLC
Industry Venture Capital & Private Equity
Experience
MCR Development LLC June 2015 - Present
Macquarie Capital (USA) Inc. October 2014 - June 2015
Corporex Capital June 2012 - September 2014
PNC Financial Services Group September 2010 - June 2012
Audible, Inc. May 2009 - June 2009
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Commercial Lending, Valuation, Loans, Credit, Banking, Investments, Commercial Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, General
Indiana University Bloomington 2006 — 2010
B.A, Finance
MCR Development LLC June 2015 - Present
Macquarie Capital (USA) Inc. October 2014 - June 2015
Corporex Capital June 2012 - September 2014
PNC Financial Services Group September 2010 - June 2012
Audible, Inc. May 2009 - June 2009
Skills
Credit Analysis, Financial Modeling, Financial Analysis, Commercial Lending, Valuation, Loans, Credit, Banking, Investments, Commercial Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science (BSc), Finance, General
Indiana University Bloomington 2006 — 2010
B.A, Finance
Viv Guetta's Macquarie Capital (USA) Inc. Experience July 2011 - Present
Job Associate Director at Macquarie Capital (USA) Inc. Emerging Markets FX Institutional Sales
Industry Financial Services
Experience
Macquarie Capital (USA) Inc. July 2011 - Present
ANZ November 2009 - July 2011
Atlas Capital July 2008 - July 2009
Societe Generale February 2005 - June 2008
Platinum Partners June 2003 - February 2005
RBS Financial Markets June 1995 - January 2003
Credit Commerciale de France November 1992 - June 1995
Bq Francaise du Commerce Exterieur (BFCE) October 1990 - November 1992
Banque Nationale de Paris (BNP) April 1988 - October 1990
Hoffmann-LaRoche September 1986 - April 1988
Skills
Trading, Equities, FX Options, Hedge Funds, Portfolio Management, Analysis, Asset Management, Bonds, Currency, Derivatives, Financial Risk, Emerging Markets, Foreign Exchange, Proprietary Trading, Rates, Fixed Income
Education
Queens College 1981 — 1986
BA, Chemistry
Macquarie Capital (USA) Inc. July 2011 - Present
ANZ November 2009 - July 2011
Atlas Capital July 2008 - July 2009
Societe Generale February 2005 - June 2008
Platinum Partners June 2003 - February 2005
RBS Financial Markets June 1995 - January 2003
Credit Commerciale de France November 1992 - June 1995
Bq Francaise du Commerce Exterieur (BFCE) October 1990 - November 1992
Banque Nationale de Paris (BNP) April 1988 - October 1990
Hoffmann-LaRoche September 1986 - April 1988
Skills
Trading, Equities, FX Options, Hedge Funds, Portfolio Management, Analysis, Asset Management, Bonds, Currency, Derivatives, Financial Risk, Emerging Markets, Foreign Exchange, Proprietary Trading, Rates, Fixed Income
Education
Queens College 1981 — 1986
BA, Chemistry
Marc Chennault's Macquarie Capital (USA) Inc. Experience February 2012 - Present
Job
Industry Investment Management
Experience
Macquarie Capital (USA) Inc. February 2012 - Present
Citadel Investment Group December 2009 - August 2011
Paige Capital Management LLC May 2008 - November 2009
Morgan Stanley September 2001 - May 2008
Goldman Sachs 1999 - 1999
Arthur Andersen LLP 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Skills
High Yield, Fixed Income, Leveraged Finance, Special Situations, Credit Analysis, Energy, Power, Oil&Gas, Alternative Investments, Equities, Equity Research, Finance, Oil/Gas, Portfolio Management, Restructuring, Valuation, Hedge Funds
Education
Harvard Business School 2000 — 2001
MBA, Management
University of Michigan 1989 — 1994
MAcc, Accounting
University of Michigan 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Macquarie Capital (USA) Inc. February 2012 - Present
Citadel Investment Group December 2009 - August 2011
Paige Capital Management LLC May 2008 - November 2009
Morgan Stanley September 2001 - May 2008
Goldman Sachs 1999 - 1999
Arthur Andersen LLP 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Skills
High Yield, Fixed Income, Leveraged Finance, Special Situations, Credit Analysis, Energy, Power, Oil&Gas, Alternative Investments, Equities, Equity Research, Finance, Oil/Gas, Portfolio Management, Restructuring, Valuation, Hedge Funds
Education
Harvard Business School 2000 — 2001
MBA, Management
University of Michigan 1989 — 1994
MAcc, Accounting
University of Michigan 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Nathan Campbell's Macquarie Capital (USA) Inc. Experience November 2004 - May 2010
Job Partner at Bregal Energy
Industry Venture Capital & Private Equity
Experience
Bregal Energy May 2010 - Present
Macquarie Capital (USA) Inc. November 2004 - May 2010
Deutsche Bank January 2004 - November 2004
Qantas January 2003 - December 2003
Airservices Australia June 1997 - December 2002
Skills
Private Equity, Mergers, Corporate Finance, Business Strategy, Natural Gas, Cleantech, Solar Energy, Midstream, Due Diligence, Financial Modeling, Valuation, Venture Capital, Project Finance, Renewable Energy, Investments, Mergers & Acquisitions, Energy
Education
Securities Institute of Australia 2002 — 2004
Masters of Applied Finance & Investment
The Australian National University 1994 — 1997
BCom, Finance
Bregal Energy May 2010 - Present
Macquarie Capital (USA) Inc. November 2004 - May 2010
Deutsche Bank January 2004 - November 2004
Qantas January 2003 - December 2003
Airservices Australia June 1997 - December 2002
Skills
Private Equity, Mergers, Corporate Finance, Business Strategy, Natural Gas, Cleantech, Solar Energy, Midstream, Due Diligence, Financial Modeling, Valuation, Venture Capital, Project Finance, Renewable Energy, Investments, Mergers & Acquisitions, Energy
Education
Securities Institute of Australia 2002 — 2004
Masters of Applied Finance & Investment
The Australian National University 1994 — 1997
BCom, Finance
Randall Byrne's Macquarie Capital (USA) Inc. Experience August 2012 - September 2014
Job Director, Energy A&D Group at Citi
Industry Oil & Energy
Experience
Citi September 2014 - Present
Macquarie Capital (USA) Inc. August 2012 - September 2014
Parkman Whaling LLC February 2010 - July 2012
Jefferies & Company, Inc. 2002 - 2009
CMS Oil and Gas 2000 - 2002
BP Amoco 1986 - 2000
Amoco Production Company 1988 - 1998
Skills
Valuation, Mergers, Due Diligence, Private Equity, Capital Markets, Financial Modeling, Corporate Finance, Joint Ventures, Equities, Energy, M&A experience, Financial Analysis, Geophysics, Recruiting, Mergers & Acquisitions, Divestitures, Economics
Education
University of Houston 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Arizona 1986 — 1988
MS, Geophysics
Purdue University 1983 — 1986
Geology
Whitefish High School 1979 — 1982
Citi September 2014 - Present
Macquarie Capital (USA) Inc. August 2012 - September 2014
Parkman Whaling LLC February 2010 - July 2012
Jefferies & Company, Inc. 2002 - 2009
CMS Oil and Gas 2000 - 2002
BP Amoco 1986 - 2000
Amoco Production Company 1988 - 1998
Skills
Valuation, Mergers, Due Diligence, Private Equity, Capital Markets, Financial Modeling, Corporate Finance, Joint Ventures, Equities, Energy, M&A experience, Financial Analysis, Geophysics, Recruiting, Mergers & Acquisitions, Divestitures, Economics
Education
University of Houston 1992 — 1994
Master of Business Administration (MBA), Finance, General
University of Arizona 1986 — 1988
MS, Geophysics
Purdue University 1983 — 1986
Geology
Whitefish High School 1979 — 1982
Anthony Peralta's Macquarie Capital (USA) Inc. Experience July 2013 - October 2013
Job Financial Services Professional
Industry Financial Services
Experience
MACQUARIE CAPITAL (USA), INC. July 2013 - October 2013
Bank of New York Mellon 2003 - 2011
DRESDNER KLEINWORT WASSERSTEIN 1998 - 2002
Skills
Securities Lending, Bonds, Trading, Settlement, Equities, Fixed Income, corporate action, Account Reconciliation, DTC, Financial Services, Mutual Funds, Banking, Back Office, Bloomberg, Cash Management, Middle Office, Securities, Corporate Actions
Education
Pace University
B.B.A, Finance, in major 3.2
Berkeley Business College
. A.A.S. Business Administration, Accounting
MACQUARIE CAPITAL (USA), INC. July 2013 - October 2013
Bank of New York Mellon 2003 - 2011
DRESDNER KLEINWORT WASSERSTEIN 1998 - 2002
Skills
Securities Lending, Bonds, Trading, Settlement, Equities, Fixed Income, corporate action, Account Reconciliation, DTC, Financial Services, Mutual Funds, Banking, Back Office, Bloomberg, Cash Management, Middle Office, Securities, Corporate Actions
Education
Pace University
B.B.A, Finance, in major 3.2
Berkeley Business College
. A.A.S. Business Administration, Accounting
Mick Solimene's Macquarie Capital (USA) Inc. Experience 2007 - Present
Job Senior Managing Director at Macquarie Capital (USA) Inc.
Industry Investment Banking
Experience
Macquarie Capital (USA) Inc. 2007 - Present
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance 2000 - 2004
Banc of America Securities LLC 1998 - 2000
Bank of America (formerly Continental Bank) 1981 - 1998
Education
The University of Chicago - Booth School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance
Western Illinois University 1977 — 1981
Bachelor of Science (BS), Finance
Macquarie Capital (USA) Inc. 2007 - Present
Giuliani Capital Advisors 2004 - 2007
Ernst & Young Corporate Finance 2000 - 2004
Banc of America Securities LLC 1998 - 2000
Bank of America (formerly Continental Bank) 1981 - 1998
Education
The University of Chicago - Booth School of Business 1984 — 1987
Master of Business Administration (M.B.A.), Finance
Western Illinois University 1977 — 1981
Bachelor of Science (BS), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY