Madison Williams and Company
Description
Founded: 1987 Subsidiary: SMH Capital Inc., Asset Management Arm
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Madison Williams and Company Employees
Employee
Years
Job
Industry
Karen Kane Karen Kane's Madison Williams and Company Experience September 1996 - December 2010
Job Contract Supervisory Analyst
Industry Financial Services
Experience
Contract SA at BTIG, LLC and JonesTrading, LLC Supervisory Analyst / Managing DirectorMorgan Joseph TriArtisanMarch 2011 - November 2011
Madison Williams and Company September 1996 - December 2010
Sanders Morris Harris 1996 - 2009
Skills
Equity Research, Equities, Capital Markets, Management, PowerPoint, Valuation, Investment Banking, Strategic Planning
Education
Cornell University
B.S., Economics
Contract SA at BTIG, LLC and JonesTrading, LLC Supervisory Analyst / Managing DirectorMorgan Joseph TriArtisanMarch 2011 - November 2011
Madison Williams and Company September 1996 - December 2010
Sanders Morris Harris 1996 - 2009
Skills
Equity Research, Equities, Capital Markets, Management, PowerPoint, Valuation, Investment Banking, Strategic Planning
Education
Cornell University
B.S., Economics
Robert Lane Robert Lane's Madison Williams and Company Experience December 2009 - December 2011
Job Chief Financial Officer
Industry Oil & Energy
Experience
Emerge Energy Services LP November 2012 - June 2015
Global Hunter Securities December 2011 - November 2012
Madison Williams and Company December 2009 - December 2011
Sanders Morris Harris November 2004 - December 2009
Unico Corporation August 2003 - September 2004
Vulcan Capital Management April 1998 - April 2003
Smith Barney 1994 - 1997
Skills
Financial Modeling, Private Equity, Mergers, Corporate Finance, Investment Banking, Treasury, Capital Markets, Corporate Development, Accounting, Valuation, Mergers & Acquisitions, Investments, Equity Research, Business Strategy, Equities, Finance, IPO
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Accounting, Finance, Management, Marketing, Operations
Princeton University 1990 — 1994
AB, Politics, Economics, Psychology
University of Houston, C.T. Bauer College of Business 2009 — 2010
Certificate in Accounting, Accounting
Emerge Energy Services LP November 2012 - June 2015
Global Hunter Securities December 2011 - November 2012
Madison Williams and Company December 2009 - December 2011
Sanders Morris Harris November 2004 - December 2009
Unico Corporation August 2003 - September 2004
Vulcan Capital Management April 1998 - April 2003
Smith Barney 1994 - 1997
Skills
Financial Modeling, Private Equity, Mergers, Corporate Finance, Investment Banking, Treasury, Capital Markets, Corporate Development, Accounting, Valuation, Mergers & Acquisitions, Investments, Equity Research, Business Strategy, Equities, Finance, IPO
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Accounting, Finance, Management, Marketing, Operations
Princeton University 1990 — 1994
AB, Politics, Economics, Psychology
University of Houston, C.T. Bauer College of Business 2009 — 2010
Certificate in Accounting, Accounting
Alyssa Hannah Alyssa Hannah's Madison Williams and Company Experience September 2003 - November 2011
Job Assistant at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein September 2014 - Present
Capital Group September 2013 - September 2014
Wunderlich Securities November 2011 - August 2012
Madison Williams and Company September 2003 - November 2011
San-Ei Gen F.F.I. (U.S.A.) February 1998 - March 2003
Education
San Diego State University-California State University
B.A., Telecommunications
AllianceBernstein September 2014 - Present
Capital Group September 2013 - September 2014
Wunderlich Securities November 2011 - August 2012
Madison Williams and Company September 2003 - November 2011
San-Ei Gen F.F.I. (U.S.A.) February 1998 - March 2003
Education
San Diego State University-California State University
B.A., Telecommunications
James Love James Love's Madison Williams and Company Experience January 2010 - November 2011
Job Chief Executive Officer, Wellpartner, Inc.
Industry Pharmaceuticals
Experience
Wellpartner, Inc. December 2011 - Present
Madison Williams and Company January 2010 - November 2011
BMO Capital Markets December 2004 - November 2009
MTS Health Health Partners September 2002 - November 2004
Synetic Inc. (subsequently Medical Manager Corp. and WebMD Health Corp.) February 1999 - December 2000
Merrill Lynch & Company September 1985 - January 1999
Lehman Brothers Kuhn Loeb June 1983 - August 1985
Education
New York University, Stern School of Business 1980 — 1983
MBA, Finance
Brown University 1974 — 1978
AB, Economics
Wellpartner, Inc. December 2011 - Present
Madison Williams and Company January 2010 - November 2011
BMO Capital Markets December 2004 - November 2009
MTS Health Health Partners September 2002 - November 2004
Synetic Inc. (subsequently Medical Manager Corp. and WebMD Health Corp.) February 1999 - December 2000
Merrill Lynch & Company September 1985 - January 1999
Lehman Brothers Kuhn Loeb June 1983 - August 1985
Education
New York University, Stern School of Business 1980 — 1983
MBA, Finance
Brown University 1974 — 1978
AB, Economics
Kenneth Hopkins's Madison Williams and Company Experience July 2009 - November 2010
Job Director at Cowen Prime Services, LLC
Industry Financial Services
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC November 2010 - September 2015
Madison Williams and Company July 2009 - November 2010
Skills
JavaScript, Apache, IIS, Unix, C#, HTML, CSS, AJAX, Financial Reporting, Active Directory, Microsoft Exchange, Microsoft SQL Server, VMware, EMC Storage, VBScript, JSON, .NET, ASP.NET MVC, Equities, Data Analysis, Asset Management, Derivatives
Education
Boston University 2005 — 2009
Bachelor's degree, Computer Engineering
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC November 2010 - September 2015
Madison Williams and Company July 2009 - November 2010
Skills
JavaScript, Apache, IIS, Unix, C#, HTML, CSS, AJAX, Financial Reporting, Active Directory, Microsoft Exchange, Microsoft SQL Server, VMware, EMC Storage, VBScript, JSON, .NET, ASP.NET MVC, Equities, Data Analysis, Asset Management, Derivatives
Education
Boston University 2005 — 2009
Bachelor's degree, Computer Engineering
Michelle Kerr Michelle Kerr's Madison Williams and Company Experience July 2009 - October 2011
Job Office Manager / Executive Assistant
Industry Oil & Energy
Experience
Reliance October 2013 - Present
C&Co/PrinceRidge LLC November 2011 - September 2013
Madison Williams and Company July 2009 - October 2011
Sanders Morris Harris February 2007 - June 2009
Skills
Excel, Customer Service, Customer Relations, Microsoft Office, Word, Administrative Support, Outlook, PowerPoint, Administration, Event Planning, Office Management, Spreadsheets, Quickbooks, Typing, Invoicing, Teamwork, Calendars, Microsoft Excel, QuickBooks, Administrative..., Superior Client Service, Microsoft Word, Calendaring
Education
University of Houston
Reliance October 2013 - Present
C&Co/PrinceRidge LLC November 2011 - September 2013
Madison Williams and Company July 2009 - October 2011
Sanders Morris Harris February 2007 - June 2009
Skills
Excel, Customer Service, Customer Relations, Microsoft Office, Word, Administrative Support, Outlook, PowerPoint, Administration, Event Planning, Office Management, Spreadsheets, Quickbooks, Typing, Invoicing, Teamwork, Calendars, Microsoft Excel, QuickBooks, Administrative..., Superior Client Service, Microsoft Word, Calendaring
Education
University of Houston
Andrew Kennedy's Madison Williams and Company Experience February 2010 - October 2011
Job Senior VP, Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Wedbush Securities September 2015 - Present
Sterne Agee October 2011 - July 2015
Madison Williams and Company February 2010 - October 2011
Oppenheimer & Co. 2005 - 2010
IRG Research October 2002 - June 2005
Skills
Capital Markets, Equities, Trading, Financial Markets, Series 7, Equity Research, Investments, Series 63, Valuation, Hedge Funds, Bloomberg, Portfolio Management, Fixed Income, Financial Services, Risk Management, Corporate Finance, Investment Management, Trading Systems, Financial Modeling, Equity Trading, Financial Analysis, Bonds, Investment Banking, Options, FX Options, Derivatives, Asset Management, ETFs, Securities
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance & International Business
Lafayette College 1993 — 1997
BA, International Affairs
Jon Abusamra Jon Abusamra's Madison Williams and Company Experience December 2009 - December 2011
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Marotta Gund Budd & Dzera, LLC August 2012 - June 2015
Wunderlich Securities April 2012 - August 2012
Madison Williams and Company December 2009 - December 2011
Madison Williams and Company August 2007 - December 2009
AllianceBernstein L.P. July 2004 - August 2007
Santa Clara University Endowment Fund November 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Business Valuation, Mergers, Investment Banking, Venture Capital, Asset Management, Industry Analysis, Valuation, DCF, Due Diligence, Equity Valuation, LBO, Capital Markets, Private Equity, Capital Structure, Asset Managment, Fixed Income, Investments, Hedge Funds, Restructuring, Finance, Strategy, Investment Strategies
Education
Santa Clara University - Leavey School of Business 2001 — 2004
BS, Finance
Regis Jesuit High School 1997 — 2001
Houlihan Lokey July 2015 - Present
Marotta Gund Budd & Dzera, LLC August 2012 - June 2015
Wunderlich Securities April 2012 - August 2012
Madison Williams and Company December 2009 - December 2011
Madison Williams and Company August 2007 - December 2009
AllianceBernstein L.P. July 2004 - August 2007
Santa Clara University Endowment Fund November 2003 - April 2004
Skills
Financial Modeling, Corporate Finance, Business Valuation, Mergers, Investment Banking, Venture Capital, Asset Management, Industry Analysis, Valuation, DCF, Due Diligence, Equity Valuation, LBO, Capital Markets, Private Equity, Capital Structure, Asset Managment, Fixed Income, Investments, Hedge Funds, Restructuring, Finance, Strategy, Investment Strategies
Education
Santa Clara University - Leavey School of Business 2001 — 2004
BS, Finance
Regis Jesuit High School 1997 — 2001
Beatrice Garcia Beatrice Garcia's Madison Williams and Company Experience January 2009 - August 2010
Job Business Evolution, Global Markets USA at BBVA
Industry Financial Services
Experience
BBVA Compass October 2014 - Present
BBVA September 2013 - October 2014
MountainView Capital Holdings August 2010 - September 2013
Madison Williams and Company January 2009 - August 2010
Sanders Morris Harris July 2007 - January 2009
Skills
Fixed Income, Corporate Finance, Microsoft Office, Back Office, Project Management, Customer Service, Financial Analysis, Settlement, Bloomberg, Financial Reporting, Banking, Security Operations, Middle Office, Accounting, Sales, Sunguard, Front Office, Social Networking, Trading Systems, Repos, STAR, Murex, Calypso, Business Development, FINRA, Vendor Relations, Global Markets, International Project..., BPO, Capital Markets, Portfolio Management
Education
University of Houston
Bachelor's Degree, Finance, General
BBVA Compass October 2014 - Present
BBVA September 2013 - October 2014
MountainView Capital Holdings August 2010 - September 2013
Madison Williams and Company January 2009 - August 2010
Sanders Morris Harris July 2007 - January 2009
Skills
Fixed Income, Corporate Finance, Microsoft Office, Back Office, Project Management, Customer Service, Financial Analysis, Settlement, Bloomberg, Financial Reporting, Banking, Security Operations, Middle Office, Accounting, Sales, Sunguard, Front Office, Social Networking, Trading Systems, Repos, STAR, Murex, Calypso, Business Development, FINRA, Vendor Relations, Global Markets, International Project..., BPO, Capital Markets, Portfolio Management
Education
University of Houston
Bachelor's Degree, Finance, General
Bryan Stephenson Bryan Stephenson's Madison Williams and Company Experience June 2011 - August 2011
Job Associate, Finance & Corporate Planning at Rice Energy
Industry Financial Services
Experience
Rice Energy June 2014 - Present
Lazard June 2012 - June 2014
Madison Williams and Company June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Bloomberg, Due Diligence, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Finance, Business Honors
Rice Energy June 2014 - Present
Lazard June 2012 - June 2014
Madison Williams and Company June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Bloomberg, Due Diligence, Mergers & Acquisitions, Finance
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2012
Finance, Business Honors
Ric Saalwachter Ric Saalwachter's Madison Williams and Company Experience April 2009 - October 2011
Job Managing Partner at Inverness Capital Advisors, LLC
Industry Financial Services
Experience
Inverness Capital Advisors, LLC June 2015 - Present
The PrinceRidge Group October 2011 - September 2013
Madison Williams and Company April 2009 - October 2011
Sanders Morris Harris January 1996 - January 2009
Skills
Corporate Finance, Investment Banking, capi, Oil/Gas, Energy, Oil & Gas Exploration
Education
Fairfield University
Bachelor of Science (BS)
Inverness Capital Advisors, LLC June 2015 - Present
The PrinceRidge Group October 2011 - September 2013
Madison Williams and Company April 2009 - October 2011
Sanders Morris Harris January 1996 - January 2009
Skills
Corporate Finance, Investment Banking, capi, Oil/Gas, Energy, Oil & Gas Exploration
Education
Fairfield University
Bachelor of Science (BS)
Gregory Patrinely Gregory Patrinely's Madison Williams and Company Experience July 2008 - August 2010
Job Manager, Acquisitions & Divestments at FreeportMcMoRan Oil & Gas
Industry Oil & Energy
Experience
Freeport-McMoRan Oil & Gas February 2014 - Present
Freeport-McMoRan Oil & Gas February 2012 - February 2014
Plains Exploration & Production October 2010 - February 2012
Madison Williams and Company July 2008 - August 2010
Skills
Acquisitions, Divestitures, Natural Gas, Energy Industry, Upstream, Oil & Gas Industry, Mergers & Acquisitions, Corporate Finance, Joint Ventures, Business Development, Financial Modeling, Management, Investments, Venture Capital, Microsoft Excel, Oil & Gas, Capital Markets
Education
Southern Methodist University 2004 — 2008
B.S., B.A., Economics w/ Financial Applications, English
St. John's School 1991 — 2004
Freeport-McMoRan Oil & Gas February 2014 - Present
Freeport-McMoRan Oil & Gas February 2012 - February 2014
Plains Exploration & Production October 2010 - February 2012
Madison Williams and Company July 2008 - August 2010
Skills
Acquisitions, Divestitures, Natural Gas, Energy Industry, Upstream, Oil & Gas Industry, Mergers & Acquisitions, Corporate Finance, Joint Ventures, Business Development, Financial Modeling, Management, Investments, Venture Capital, Microsoft Excel, Oil & Gas, Capital Markets
Education
Southern Methodist University 2004 — 2008
B.S., B.A., Economics w/ Financial Applications, English
St. John's School 1991 — 2004
David Fine David Fine's Madison Williams and Company Experience August 2010 - December 2011
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
BlueCrest Capital Management, LLP June 2014 - August 2014
Morgan Joseph TriArtisan LLC February 2012 - June 2013
Madison Williams and Company August 2010 - December 2011
UBS September 2008 - March 2010
Lazard Freres & Co. July 2007 - June 2008
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University
Bachelor of Science (BS)
Jonna Huneryager Jonna Huneryager's Madison Williams and Company Experience July 2011 - October 2011
Job Manager, Financial Planning & Analysis at Bridger, LLC
Industry Oil & Energy
Experience
Bridger, LLC August 2014 - Present
Bridger, LLC September 2013 - Present
KeyBanc Capital Markets October 2011 - September 2013
Madison Williams and Company July 2011 - October 2011
The University of Texas at Austin August 2007 - May 2011
Pi Beta Phi January 2010 - December 2010
McCombs MBA REIT Fund January 2010 - December 2010
Amegy Bank of Texas June 2009 - July 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors Program, Finance (Energy Track)
Bridger, LLC August 2014 - Present
Bridger, LLC September 2013 - Present
KeyBanc Capital Markets October 2011 - September 2013
Madison Williams and Company July 2011 - October 2011
The University of Texas at Austin August 2007 - May 2011
Pi Beta Phi January 2010 - December 2010
McCombs MBA REIT Fund January 2010 - December 2010
Amegy Bank of Texas June 2009 - July 2009
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
BBA, Business Honors Program, Finance (Energy Track)
Jenna Movizzo Jenna Movizzo's Madison Williams and Company Experience March 2010 - October 2011
Job Investor Relations at Hedge Fund Management Firm
Industry Financial Services
Experience
Hedge Fund Management Firm December 2014 - Present
Room to Read September 2013 - October 2014
Dynasty Financial Partners March 2012 - August 2013
Madison Williams and Company March 2010 - October 2011
Ripplewood Holdings, LLC June 2007 - October 2009
MedNet Healthcare Technologies Inc January 1998 - October 2009
Skills
Administrative..., Investments, Asset Management, Financial Services, Microsoft Excel, Hedge Funds, Sales, Alternative Investments, Insurance, Equities, Financial Advisory, Private Equity, Portfolio Management, Event Planning, Management, Marketing, Strategic Planning, Customer Service
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, Communication
Hedge Fund Management Firm December 2014 - Present
Room to Read September 2013 - October 2014
Dynasty Financial Partners March 2012 - August 2013
Madison Williams and Company March 2010 - October 2011
Ripplewood Holdings, LLC June 2007 - October 2009
MedNet Healthcare Technologies Inc January 1998 - October 2009
Skills
Administrative..., Investments, Asset Management, Financial Services, Microsoft Excel, Hedge Funds, Sales, Alternative Investments, Insurance, Equities, Financial Advisory, Private Equity, Portfolio Management, Event Planning, Management, Marketing, Strategic Planning, Customer Service
Education
The University of Georgia 2001 — 2006
Bachelor's Degree, Communication
Anil Kuruganti Anil Kuruganti's Madison Williams and Company Experience June 2006 - November 2011
Job Vice President at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC May 2014 - Present
Burnham Securities Inc. December 2011 - May 2014
Madison Williams and Company June 2006 - November 2011
Thorpe Capital Group, LLC May 2005 - April 2006
Tata Consultancy Services June 2002 - June 2004
Skills
Investment Banking, Business Development, Series 7, Financial Modeling, Valuation, Consulting, Capital Markets, Corporate Finance, Equities, Private Equity, Telecommunications, Venture Capital, Strategy, Due Diligence
Education
University of Utah 2004 — 2006
MBA, Finance
National Institute of Technology, Tiruchirappalli, India 1998 — 2002
B.E., Electronics and Communication Engineering
Petsky Prunier LLC May 2014 - Present
Burnham Securities Inc. December 2011 - May 2014
Madison Williams and Company June 2006 - November 2011
Thorpe Capital Group, LLC May 2005 - April 2006
Tata Consultancy Services June 2002 - June 2004
Skills
Investment Banking, Business Development, Series 7, Financial Modeling, Valuation, Consulting, Capital Markets, Corporate Finance, Equities, Private Equity, Telecommunications, Venture Capital, Strategy, Due Diligence
Education
University of Utah 2004 — 2006
MBA, Finance
National Institute of Technology, Tiruchirappalli, India 1998 — 2002
B.E., Electronics and Communication Engineering
Matthew Muszala's Madison Williams and Company Experience January 2010 - December 2011
Job Manager, Forbes Insights
Industry Marketing and Advertising
Experience
Forbes Insights December 2013 - Present
The Economist Group June 2012 - November 2013
Madison Williams and Company January 2010 - December 2011
Oppenheimer & Co. Inc. May 2006 - January 2010
Lehman Brothers May 2005 - May 2006
Oppenheimer & Co. Inc. November 2003 - April 2005
Education
Colby College 1991 — 1995
BA, Economics
Canterbury School 1987 — 1991
HS diploma
Forbes Insights December 2013 - Present
The Economist Group June 2012 - November 2013
Madison Williams and Company January 2010 - December 2011
Oppenheimer & Co. Inc. May 2006 - January 2010
Lehman Brothers May 2005 - May 2006
Oppenheimer & Co. Inc. November 2003 - April 2005
Education
Colby College 1991 — 1995
BA, Economics
Canterbury School 1987 — 1991
HS diploma
Disha Mehta Disha Mehta's Madison Williams and Company Experience July 2008 - October 2011
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey April 2014 - Present
Houlihan Lokey October 2011 - Present
Madison Williams and Company July 2008 - October 2011
McCombs School of Business August 2006 - June 2008
SMH Capital June 2007 - August 2007
eClerx Services Pvt. Ltd 2004 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Mumbai 1999 — 2003
BE, Electronics
Houlihan Lokey April 2014 - Present
Houlihan Lokey October 2011 - Present
Madison Williams and Company July 2008 - October 2011
McCombs School of Business August 2006 - June 2008
SMH Capital June 2007 - August 2007
eClerx Services Pvt. Ltd 2004 - 2006
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
University of Mumbai 1999 — 2003
BE, Electronics
David Breuner David Breuner's Madison Williams and Company Experience January 2011 - September 2011
Job Partner at First Avenue Partners, LP
Industry Capital Markets
Experience
First Avenue Partners, LP September 2011 - Present
Madison Williams and Company January 2011 - September 2011
RREEF September 2001 - December 2010
NAI BT Commercial January 2001 - September 2001
Cohen Esrey Commercial Real Estate Services, Inc December 1994 - December 2000
United States Navy January 1985 - May 1992
Skills
Real Estate, Venture Capital, Private Equity, Asset Management, Energy, Capital Fund Raising, Real Assets, Marketing, Infrastructure Private..., Asset Managment, Asset, Investment Management, Equities, Fundraising, Investments, Mergers & Acquisitions, Due Diligence, Commercial Real Estate
Education
UC Berkeley 1981 — 1983
BA, Business
UC Santa Barbara 1979 — 1981
Economics
First Avenue Partners, LP September 2011 - Present
Madison Williams and Company January 2011 - September 2011
RREEF September 2001 - December 2010
NAI BT Commercial January 2001 - September 2001
Cohen Esrey Commercial Real Estate Services, Inc December 1994 - December 2000
United States Navy January 1985 - May 1992
Skills
Real Estate, Venture Capital, Private Equity, Asset Management, Energy, Capital Fund Raising, Real Assets, Marketing, Infrastructure Private..., Asset Managment, Asset, Investment Management, Equities, Fundraising, Investments, Mergers & Acquisitions, Due Diligence, Commercial Real Estate
Education
UC Berkeley 1981 — 1983
BA, Business
UC Santa Barbara 1979 — 1981
Economics
Robert Camp's Madison Williams and Company Experience June 2009 - August 2009
Job Consultant at Xcelerate Solutions
Industry Management Consulting
Experience
Xcelerate Solutions October 2013 - Present
Booz Allen Hamilton July 2013 - October 2013
Booz Allen Hamilton July 2012 - July 2013
Booz Allen Hamilton August 2011 - July 2012
Williams College September 2010 - December 2010
Madison Williams and Company June 2009 - August 2009
Skills
Research, Writing, Spanish, Data Management, SDLC, Agile Project Management, IT Strategy, Analytics, SOA, Strategy, Data Analysis, Management Consulting, Analysis, CRM, Program Management, Business Intelligence
Education
Indiana University - Kelley School of Business 2012 — 2013
Professional Certificate, Business Analytics
Williams College 2008 — 2011
BA, Political Science
Xcelerate Solutions October 2013 - Present
Booz Allen Hamilton July 2013 - October 2013
Booz Allen Hamilton July 2012 - July 2013
Booz Allen Hamilton August 2011 - July 2012
Williams College September 2010 - December 2010
Madison Williams and Company June 2009 - August 2009
Skills
Research, Writing, Spanish, Data Management, SDLC, Agile Project Management, IT Strategy, Analytics, SOA, Strategy, Data Analysis, Management Consulting, Analysis, CRM, Program Management, Business Intelligence
Education
Indiana University - Kelley School of Business 2012 — 2013
Professional Certificate, Business Analytics
Williams College 2008 — 2011
BA, Political Science
Leland Gershell's Madison Williams and Company Experience May 2011 - April 2012
Job
Industry Pharmaceuticals
Experience
Tonix Pharmaceuticals April 2012 - Present
Madison Williams and Company May 2011 - April 2012
Apothecary Capital LLC October 2008 - October 2009
Cowen and Company November 2004 - September 2008
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Equity Research, Venture Capital, Capital Markets, Equities, Corporate Development, Due Diligence, IPO, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Investor Relations, Emerging Markets
Education
Columbia University College of Physicians and Surgeons 1994 — 2002
MD
Columbia University in the City of New York 1996 — 2000
PhD
Dartmouth College 1990 — 1994
BA
Stuyvesant High School 1986 — 1990
Collegiate School 1978 — 1986
Tonix Pharmaceuticals April 2012 - Present
Madison Williams and Company May 2011 - April 2012
Apothecary Capital LLC October 2008 - October 2009
Cowen and Company November 2004 - September 2008
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Equity Research, Venture Capital, Capital Markets, Equities, Corporate Development, Due Diligence, IPO, Investments, Portfolio Management, Equity Valuation, Hedge Funds, Investor Relations, Emerging Markets
Education
Columbia University College of Physicians and Surgeons 1994 — 2002
MD
Columbia University in the City of New York 1996 — 2000
PhD
Dartmouth College 1990 — 1994
BA
Stuyvesant High School 1986 — 1990
Collegiate School 1978 — 1986
Jason Hajdik's Madison Williams and Company Experience May 2010 - September 2011
Job
Industry Financial Services
Experience
EnCap Investments LP September 2012 - Present
BMO Capital Markets September 2011 - September 2012
Madison Williams and Company May 2010 - September 2011
S&B Engineers and Constructors June 2004 - August 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Chemical Engineering
EnCap Investments LP September 2012 - Present
BMO Capital Markets September 2011 - September 2012
Madison Williams and Company May 2010 - September 2011
S&B Engineers and Constructors June 2004 - August 2008
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance & Accounting
The University of Texas at Austin 2000 — 2004
Bachelor of Science, Chemical Engineering
Nicholas Ganz's Madison Williams and Company Experience April 2011 - January 2012
Job General Counsel at First Avenue Partners LLP
Industry Investment Banking
Experience
First Avenue Partners LLP July 2015 - Present
MLV & Co November 2014 - April 2015
First Avenue Partners LLP April 2012 - October 2014
Madison Williams and Company April 2011 - January 2012
Cowen and Company, LLC December 2007 - 2010
Cantor Fitzgerald May 2005 - March 2007
Banc of America Securities, LLC 2001 - 2005
UBS Investment Bank 1987 - 2001
Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
State University of New York College at Brockport 1979 — 1984
First Avenue Partners LLP July 2015 - Present
MLV & Co November 2014 - April 2015
First Avenue Partners LLP April 2012 - October 2014
Madison Williams and Company April 2011 - January 2012
Cowen and Company, LLC December 2007 - 2010
Cantor Fitzgerald May 2005 - March 2007
Banc of America Securities, LLC 2001 - 2005
UBS Investment Bank 1987 - 2001
Skills
Capital Markets, Hedge Funds, Securities, Investment Banking, Mergers, Private Equity, Private Placements, Securities Lending, Equities, Venture Capital, FINRA, Structured Products, Alternative Investments, IPO, Fixed Income, Asset Management, Due Diligence, Securities Regulation, Series 24, Derivatives, Equity Capital Markets, Investor Relations, Series 7, Financial Structuring, Emerging Markets, AML, Mergers & Acquisitions, Anti Money Laundering
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1986 — 1989
State University of New York College at Brockport 1979 — 1984
Paul Westervelt's Madison Williams and Company Experience October 2008 - October 2010
Job Institutional Equity Trader at IBERIA Capital Partners
Industry Financial Services
Experience
IBERIA Capital Partners October 2010 - Present
Sanders Morris Harris October 2008 - March 2011
Madison Williams and Company October 2008 - October 2010
Coker & Palmer August 2005 - October 2008
Sterne Agee March 2003 - August 2005
Johnson Rice & Company December 2000 - November 2002
Skills
Equity Trading, Series 7, Bloomberg, Hedge Funds, Valuation, Trading, Financial Modeling, Investments, Equities, Equity Research, Capital Markets
Education
University of Mississippi 1990 — 1994
Coast Episcopal 1984 — 1990
IBERIA Capital Partners October 2010 - Present
Sanders Morris Harris October 2008 - March 2011
Madison Williams and Company October 2008 - October 2010
Coker & Palmer August 2005 - October 2008
Sterne Agee March 2003 - August 2005
Johnson Rice & Company December 2000 - November 2002
Skills
Equity Trading, Series 7, Bloomberg, Hedge Funds, Valuation, Trading, Financial Modeling, Investments, Equities, Equity Research, Capital Markets
Education
University of Mississippi 1990 — 1994
Coast Episcopal 1984 — 1990
Spittel, Jeffrey's Madison Williams and Company Experience March 2010 - September 2011
Job Managing Director at Clarksons Platou Securities
Industry Financial Services
Experience
Clarksons Platou Securities May 2013 - Present
Global Hunter Securities September 2011 - May 2013
Madison Williams and Company March 2010 - September 2011
Pritchard Capital Partners September 2009 - March 2010
Natixis April 2006 - September 2009
The Gerdes Group April 2005 - April 2006
Spear, Leeds and Kellogg Capital Markets - A Goldman Sachs Company August 2000 - August 2002
Cantor Fitzgerald November 1996 - June 2000
Skills
Valuation, Equity Research, Corporate Finance, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Series 7, Private Equity, Bloomberg, Equities, Due Diligence, Fixed Income, Alternative Investments, Trading, DCF, Equity Valuation
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Clarksons Platou Securities May 2013 - Present
Global Hunter Securities September 2011 - May 2013
Madison Williams and Company March 2010 - September 2011
Pritchard Capital Partners September 2009 - March 2010
Natixis April 2006 - September 2009
The Gerdes Group April 2005 - April 2006
Spear, Leeds and Kellogg Capital Markets - A Goldman Sachs Company August 2000 - August 2002
Cantor Fitzgerald November 1996 - June 2000
Skills
Valuation, Equity Research, Corporate Finance, Investment Banking, Capital Markets, Hedge Funds, Financial Modeling, Series 7, Private Equity, Bloomberg, Equities, Due Diligence, Fixed Income, Alternative Investments, Trading, DCF, Equity Valuation
Education
Rice University - Jesse H. Jones Graduate School of Management 2003 — 2005
Master of Business Administration (MBA)
College of the Holy Cross 1992 — 1996
Bachelor of Arts (B.A.), Economics
Bill Sias's Madison Williams and Company Experience December 2009 - July 2010
Job Owner at Eagle Delivery Service Company
Industry Financial Services
Experience
Eagle Delivery Service Company November 2014 - Present
JVB Financial Group, LLC April 2013 - November 2014
MountainView Securities August 2010 - April 2013
Madison Williams and Company December 2009 - July 2010
SMH Capital June 2002 - December 2009
Skills
Due Diligence, Strategic Planning, Investments, Mortgage, Sales Management, Mortgage Banking, Financial Analysis, Business Development, Mortgage Lending, Banking, Executive Management, Loan Origination, Credit, Financial Modeling, Loans, Risk Management, Capital Markets, Fixed Income, Financial Structuring, Portfolio Management, Asset Management, Valuation, Securities, Credit Analysis, Series 7, Trading, Structured Finance, Credit Risk
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
MBA, Finance/Accoounting
St. Lawrence University 1975 — 1979
BS, Economics/Geology
Staples High School 1972 — 1975
Eagle Delivery Service Company November 2014 - Present
JVB Financial Group, LLC April 2013 - November 2014
MountainView Securities August 2010 - April 2013
Madison Williams and Company December 2009 - July 2010
SMH Capital June 2002 - December 2009
Skills
Due Diligence, Strategic Planning, Investments, Mortgage, Sales Management, Mortgage Banking, Financial Analysis, Business Development, Mortgage Lending, Banking, Executive Management, Loan Origination, Credit, Financial Modeling, Loans, Risk Management, Capital Markets, Fixed Income, Financial Structuring, Portfolio Management, Asset Management, Valuation, Securities, Credit Analysis, Series 7, Trading, Structured Finance, Credit Risk
Education
Rice University - Jesse H. Jones Graduate School of Management 1984 — 1986
MBA, Finance/Accoounting
St. Lawrence University 1975 — 1979
BS, Economics/Geology
Staples High School 1972 — 1975
Keith Swart's Madison Williams and Company Experience June 2010 - October 2011
Job Partner, F4 Designs LLC
Industry Construction
Experience
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
F4 Designs January 2012 - Present
Madison Williams and Company June 2010 - October 2011
A.G. Edwards & Sons, Inc. 2006 - 2007
WR Hambrecht + Co 2005 - 2006
Needham & Co 2000 - 2004
Gruntal & Company 1999 - 2000
Southeast Research Partners 1998 - 1999
RBC Dain Rauscher 1992 - 1998
Nicor Gas 1986 - 1992
Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking
Education
Montana State University-Bozeman 1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering
University of Montana 1974 — 1975
Economics
Christian Radev's Madison Williams and Company Experience 2011 - 2011
Job Investment Banking Summer Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
Andrew Surgan's Madison Williams and Company Experience July 2009 - April 2011
Job Chief Compliance Officer at Mitsubishi UFJ Securities (USA)
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. January 2013 - Present
Ally Securities LLC April 2011 - December 2012
Madison Williams and Company July 2009 - April 2011
RBC Capital Markets April 2006 - June 2009
The Bank of New York 2005 - 2006
Citigroup March 2000 - February 2005
Skills
Securities, Due Diligence, Capital Markets, FINRA, Securities Regulation, Broker-Dealer, AML, Equities, Financial Services, Fixed Income, Hedge Funds, Trading, Series 7, SEC, Private Equity, Investment Banking
Education
Brooklyn Law School 1991 — 1992
JD, Securites Law
Baruch College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Mitsubishi UFJ Securities (USA), Inc. January 2013 - Present
Ally Securities LLC April 2011 - December 2012
Madison Williams and Company July 2009 - April 2011
RBC Capital Markets April 2006 - June 2009
The Bank of New York 2005 - 2006
Citigroup March 2000 - February 2005
Skills
Securities, Due Diligence, Capital Markets, FINRA, Securities Regulation, Broker-Dealer, AML, Equities, Financial Services, Fixed Income, Hedge Funds, Trading, Series 7, SEC, Private Equity, Investment Banking
Education
Brooklyn Law School 1991 — 1992
JD, Securites Law
Baruch College 1988 — 1990
Master of Business Administration (MBA), Finance, General
Gregg Mockenhaupt's Madison Williams and Company Experience December 2009 - November 2011
Job Financial Services
Industry Financial Services
Experience
Corporate Finance & Strategy Consulting 2012 - Present
Madison Williams and Company December 2009 - November 2011
Sanders Morris Harris / SMH Capital 2004 - 2009
Crest Communications Holdings / Crest Advisors 1996 - 2004
Jareva Technologies 2000 - 2003
Interland Inc. 1999 - 2002
Smith Barney Inc. 1994 - 1996
The Argosy Group 1993 - 1994
Smith Barney Harris Upham 1991 - 1993
Skills
Mergers, Strategy, Finance, Private Equity, Valuation, Energy, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Corporate Finance & Strategy Consulting 2012 - Present
Madison Williams and Company December 2009 - November 2011
Sanders Morris Harris / SMH Capital 2004 - 2009
Crest Communications Holdings / Crest Advisors 1996 - 2004
Jareva Technologies 2000 - 2003
Interland Inc. 1999 - 2002
Smith Barney Inc. 1994 - 1996
The Argosy Group 1993 - 1994
Smith Barney Harris Upham 1991 - 1993
Skills
Mergers, Strategy, Finance, Private Equity, Valuation, Energy, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Management, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1991
Quentin Hicks's Madison Williams and Company Experience January 2010 - February 2011
Job VP Finance at Halcon Resources Corporation
Industry Banking
Experience
Halcon Resources Corporation August 2012 - Present
Georesources Inc February 2011 - July 2012
Madison Williams and Company January 2010 - February 2011
SMH Capital January 2007 - December 2010
Bear Stearns August 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Finance, Restructuring, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Process Improvement, Enterprise Risk..., Strategy, Business Analysis, Internal Controls, Data Analysis, Business Strategy
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas A&M University 1993 — 1998
BBA, Accounting
Halcon Resources Corporation August 2012 - Present
Georesources Inc February 2011 - July 2012
Madison Williams and Company January 2010 - February 2011
SMH Capital January 2007 - December 2010
Bear Stearns August 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Finance, Restructuring, Banking, Risk Management, Credit, Sarbanes-Oxley Act, Accounting, Financial Reporting, Strategic Planning, Process Improvement, Enterprise Risk..., Strategy, Business Analysis, Internal Controls, Data Analysis, Business Strategy
Education
Vanderbilt University 2002 — 2004
Master of Business Administration (MBA), Finance, General
Texas A&M University 1993 — 1998
BBA, Accounting
William Sprague's Madison Williams and Company Experience December 2009 - July 2011
Job Managing Director at IFG Capital Management
Industry Investment Banking
Experience
IFG Capital Management October 2013 - Present
Gruppo, Levey & Co. September 2011 - October 2013
Madison Williams and Company December 2009 - July 2011
SMH Capital 2004 - December 2009
Crest Advisors, LLC September 1996 - April 2004
Smith Barney March 1989 - September 1996
Kidder Peabody June 1984 - March 1989
Skills
Private Equity, Investment Banking, Alternative Investments, Asset Managment, Banking, Capital, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, LBO, M, Mergers, Mergers, Private Placements, Project Finance, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Political Economics
Phillips Exeter academy 1973 — 1976
IFG Capital Management October 2013 - Present
Gruppo, Levey & Co. September 2011 - October 2013
Madison Williams and Company December 2009 - July 2011
SMH Capital 2004 - December 2009
Crest Advisors, LLC September 1996 - April 2004
Smith Barney March 1989 - September 1996
Kidder Peabody June 1984 - March 1989
Skills
Private Equity, Investment Banking, Alternative Investments, Asset Managment, Banking, Capital, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, LBO, M, Mergers, Mergers, Private Placements, Project Finance, Valuation, Venture Capital
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance
Williams College 1976 — 1980
BA, Political Economics
Phillips Exeter academy 1973 — 1976
Robert Gaynor's Madison Williams and Company Experience 2009 - 2012
Job Healthcare Finance
Industry Financial Services
Experience
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
GE Capital 2012 - Present
Madison Williams and Company 2009 - 2012
Oppenheimer & Co. Inc. 2005 - 2009
Deutsche Bank 2001 - 2004
Bank of America 1999 - 2001
Hambrecht & Quist 1994 - 2000
Skills
Investment Banking, Asset Management, Valuation, Capital Markets, Mergers & Acquisitions, Private Equity, Entrepreneurship, Due Diligence, Financial Modeling, Corporate Finance
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Washington University in St. Louis 1984 — 1988
Robert Urquhart's Madison Williams and Company Experience September 2009 - October 2011
Job Associate Director at Scotia Waterous
Industry Financial Services
Experience
Scotia Waterous Associate - Investment BankingScotia WaterousOctober 2011 - December 2012
Madison Williams and Company September 2009 - October 2011
Education
The University of Chicago 2007 — 2009
MBA, Finance, Accounting
Princeton University 1999 — 2003
Scotia Waterous Associate - Investment BankingScotia WaterousOctober 2011 - December 2012
Madison Williams and Company September 2009 - October 2011
Education
The University of Chicago 2007 — 2009
MBA, Finance, Accounting
Princeton University 1999 — 2003
David Wishnow's Madison Williams and Company Experience October 2010 - September 2011
Job Vice President, Equity Research Analyst at GMP Securities
Industry Investment Banking
Experience
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
GMP Securities June 2014 - Present
ISI Group March 2012 - May 2014
Jefferies & Company August 2011 - February 2012
Madison Williams and Company October 2010 - September 2011
Global Hunter Securities May 2010 - October 2010
Global Hunter Securities November 2009 - May 2010
Capital One Southcoast April 2007 - November 2009
Skills
Financial Modeling, Equity Valuation, Bloomberg, Valuation, Financial Analysis, Oil & Gas Services, Capital Markets, Equities, Equity Research, Due Diligence, Investment Banking, Series 7, Securities, Corporate Finance, Investments
Education
Tulane University - A.B. Freeman School of Business 2007 — 2008
Masters, Finance
Tulane University 2003 — 2007
BSM, Finance
Tulane University - A.B. Freeman School of Business 2003 — 2007
BSM, Finance
Karim Hemani's Madison Williams and Company Experience June 2009 - July 2010
Job Senior Associate at Memorial Resource Development
Industry Oil & Energy
Experience
Memorial Resource Development Corp. August 2012 - Present
Citigroup July 2010 - August 2012
Madison Williams and Company June 2009 - July 2010
Tudor, Pickering, Holt June 2008 - August 2008
Skills
Financial Research, Financial Modeling, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Capital IQ, Private Equity, Capital Markets, Business Valuation, DCF
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Management
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Bachelor’s Degree, BBA: Business Honors, Finance
Memorial Resource Development Corp. August 2012 - Present
Citigroup July 2010 - August 2012
Madison Williams and Company June 2009 - July 2010
Tudor, Pickering, Holt June 2008 - August 2008
Skills
Financial Research, Financial Modeling, Valuation, Bloomberg, Equity Research, Financial Analysis, Corporate Finance, Investment Banking, Due Diligence, Capital IQ, Private Equity, Capital Markets, Business Valuation, DCF
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2017
Master of Business Administration (M.B.A.), Management
The University of Texas at Austin - Red McCombs School of Business 2005 — 2009
Bachelor’s Degree, BBA: Business Honors, Finance
Charles Donner's Madison Williams and Company Experience June 2010 - August 2010
Job Senior Analyst at Stoltz Real Estate Partners
Industry Real Estate
Experience
Stoltz Real Estate Partners September 2012 - Present
Gruppo, Levey & Co. July 2011 - September 2012
Madison Williams and Company June 2010 - August 2010
Skills
Excel, Financial Modeling, PowerPoint, Valuation, Mergers, Capital Markets, Salesforce.com, M&A analysis, Sell Side, Private Equity, Investment Banking, DCF, Investments, M, Capital IQ, Equity Valuation, Due Diligence, Bloomberg, Private Placements, Asset Management, Corporate Finance, M&A experience, Mergers & Acquisitions, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Stoltz Real Estate Partners September 2012 - Present
Gruppo, Levey & Co. July 2011 - September 2012
Madison Williams and Company June 2010 - August 2010
Skills
Excel, Financial Modeling, PowerPoint, Valuation, Mergers, Capital Markets, Salesforce.com, M&A analysis, Sell Side, Private Equity, Investment Banking, DCF, Investments, M, Capital IQ, Equity Valuation, Due Diligence, Bloomberg, Private Placements, Asset Management, Corporate Finance, M&A experience, Mergers & Acquisitions, Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Emily Mills's Madison Williams and Company Experience 2010 - 2011
Job Associate at Quantum Energy Partners
Industry Oil & Energy
Experience
Quantum Energy Partners July 2013 - Present
Jefferies & Company September 2011 - June 2013
Madison Williams and Company 2010 - 2011
Education
Rice University 2005 — 2009
BS, Civil Engineering
Quantum Energy Partners July 2013 - Present
Jefferies & Company September 2011 - June 2013
Madison Williams and Company 2010 - 2011
Education
Rice University 2005 — 2009
BS, Civil Engineering
Michael Bodino's Madison Williams and Company Experience September 2008 - March 2010
Job Managing Director Investment Banking at Seaport Global Securities
Industry Investment Banking
Experience
Seaport Global Securities January 2012 - Present
Global Hunter Securities March 2010 - January 2012
Madison Williams and Company September 2008 - March 2010
Coker & Palmer August 2005 - September 2008
Sterne Agee July 2003 - August 2005
Capital One Southcoast Capital September 1999 - July 2003
San Jacinto Securities September 1993 - August 1999
RBC Capital Markets May 1992 - March 1993
Skills
Valuation, Equity Research, Investment Banking, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Corporate Finance, Capital Markets, Bloomberg, Due Diligence, Mergers, Portfolio Management, Trading, Financial Structuring, Investor Relations, Energy, Leveraged Finance, Asset Management, LBO, Investment Management, Venture Capital, Asset Managment, Corporate Development, Securities, Mergers & Acquisitions, Economics, Hedging, M&A experience, Capital IQ, Commodity, Equity Capital Markets, Finance, Business Valuation, Series 7, Project Finance, Alternative Investments, IPO, E&P, Private Placements, DCF, Derivatives, Financial Analysis, High Yield, Structured Finance, Options, Investments, Emerging Markets
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1992
MBA, Finanace
Louisiana State University in Shreveport
BS, Economics
Seaport Global Securities January 2012 - Present
Global Hunter Securities March 2010 - January 2012
Madison Williams and Company September 2008 - March 2010
Coker & Palmer August 2005 - September 2008
Sterne Agee July 2003 - August 2005
Capital One Southcoast Capital September 1999 - July 2003
San Jacinto Securities September 1993 - August 1999
RBC Capital Markets May 1992 - March 1993
Skills
Valuation, Equity Research, Investment Banking, Equities, Financial Modeling, Private Equity, Equity Valuation, Hedge Funds, Corporate Finance, Capital Markets, Bloomberg, Due Diligence, Mergers, Portfolio Management, Trading, Financial Structuring, Investor Relations, Energy, Leveraged Finance, Asset Management, LBO, Investment Management, Venture Capital, Asset Managment, Corporate Development, Securities, Mergers & Acquisitions, Economics, Hedging, M&A experience, Capital IQ, Commodity, Equity Capital Markets, Finance, Business Valuation, Series 7, Project Finance, Alternative Investments, IPO, E&P, Private Placements, DCF, Derivatives, Financial Analysis, High Yield, Structured Finance, Options, Investments, Emerging Markets
Education
Texas Christian University - M.J. Neeley School of Business 1990 — 1992
MBA, Finanace
Louisiana State University in Shreveport
BS, Economics
Scott Rouse's Madison Williams and Company Experience April 2010 - Present
Job Vice President Institutional Equity Operations at Madison Williams and Company
Industry Investment Banking
Experience
Madison Williams and Company April 2010 - Present
Kevin Dann & Partners January 2007 - April 2010
Education
Baruch College
Accounting, Accounting / Economics
Madison Williams and Company April 2010 - Present
Kevin Dann & Partners January 2007 - April 2010
Education
Baruch College
Accounting, Accounting / Economics