Marlin & Associates
Industry: Boutique investment banking company
DescriptionMarlin & Associates is a New York City based boutique investment banking and strategic advisory firm, advising owners and managers of U.S. and international companies in the technology, digital information, and healthcare-related sectors. Headquarters: New York City, NY Founder: Ken Marlin Founded: 2002 Number of employees: 30 Subsidiary: Marlin & Associates Securities LLC Type of business: Privately held company
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Marlin & Associates Employees
Employee
Years
Job
Industry
Jasper Themelis Jasper Themelis's Marlin & Associates Experience June 2014 - August 2014
Job Summer Analyst at BlackRock
Industry
Experience
BlackRock June 2015 - Present
Marlin & Associates June 2014 - August 2014
Interactive Data June 2013 - August 2013
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance & Information Systems
ESCP Europe 2014 — 2014
Masters in Management Exchange Program
Friends Academy 2008 — 2012
BlackRock June 2015 - Present
Marlin & Associates June 2014 - August 2014
Interactive Data June 2013 - August 2013
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance & Information Systems
ESCP Europe 2014 — 2014
Masters in Management Exchange Program
Friends Academy 2008 — 2012
Alex Chetkowski Alex Chetkowski's Marlin & Associates Experience November 2014 - Present
Job Analyst at Marlin & Associates
Industry Investment Banking
Experience
Marlin & Associates November 2014 - Present
Marlin & Associates June 2014 - October 2014
FactSet September 2013 - June 2014
Qantas July 2012 - August 2012
7x7 San Francisco and California Home+Design May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Market Research, Investment Banking, Research, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Word, Capital IQ, FactSet, Salesforce.com, Photoshop, Social Media, Scuba Diving, Sharks, Boat Building
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Minor in Mathematics
Investment Banking Institute
Valuation & Financial Modeling
University of Sydney
International Economics
Marlin & Associates November 2014 - Present
Marlin & Associates June 2014 - October 2014
FactSet September 2013 - June 2014
Qantas July 2012 - August 2012
7x7 San Francisco and California Home+Design May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Data Analysis, Market Research, Investment Banking, Research, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Microsoft Word, Capital IQ, FactSet, Salesforce.com, Photoshop, Social Media, Scuba Diving, Sharks, Boat Building
Education
Boston College 2009 — 2013
Bachelor of Arts (B.A.), Economics, Minor in Mathematics
Investment Banking Institute
Valuation & Financial Modeling
University of Sydney
International Economics
Gregory Schunk's Marlin & Associates Experience January 2012 - January 2012
Job Associate at Alterna Capital Partners
Industry Venture Capital & Private Equity
Experience
Alterna Capital Partners May 2012 - Present
Binghamton Finance Society September 2008 - May 2012
Marlin & Associates January 2012 - January 2012
Endurance June 2011 - August 2011
Marlin & Associates May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Eviews, Microsoft Office, Financial Modeling, Alternative Investments, PowerPoint, Valuation, Finance, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Leadership, Due Diligence, Private Equity
Education
State University of New York at Binghamton 2008 — 2012
B.Sc., Financial Economics, Magna Cum Laude; 3.7
Alterna Capital Partners May 2012 - Present
Binghamton Finance Society September 2008 - May 2012
Marlin & Associates January 2012 - January 2012
Endurance June 2011 - August 2011
Marlin & Associates May 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, Eviews, Microsoft Office, Financial Modeling, Alternative Investments, PowerPoint, Valuation, Finance, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Leadership, Due Diligence, Private Equity
Education
State University of New York at Binghamton 2008 — 2012
B.Sc., Financial Economics, Magna Cum Laude; 3.7
Eric Bormel Eric Bormel's Marlin & Associates Experience April 2012 - December 2012
Job Investment Banking Analyst at Peter J. Solomon Company
Industry Financial Services
Experience
Peter J. Solomon Company July 2013 - Present
Marlin & Associates April 2012 - December 2012
Go Blue Wear Pink December 2010 - April 2012
Bank of America - Merrill Lynch June 2011 - August 2011
RED ROBIN RESTAURANT April 2010 - August 2010
Skills
PowerPoint, Excel, Spanish, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Accounting, Entrepreneurship, Mergers, DCF, Finance, Microsoft Word, Capital IQ, Microsoft Excel
Education
University of Michigan 2009 — 2013
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting & Finance
Peter J. Solomon Company July 2013 - Present
Marlin & Associates April 2012 - December 2012
Go Blue Wear Pink December 2010 - April 2012
Bank of America - Merrill Lynch June 2011 - August 2011
RED ROBIN RESTAURANT April 2010 - August 2010
Skills
PowerPoint, Excel, Spanish, Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Business Valuation, Investment Banking, Due Diligence, Accounting, Entrepreneurship, Mergers, DCF, Finance, Microsoft Word, Capital IQ, Microsoft Excel
Education
University of Michigan 2009 — 2013
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Accounting & Finance
Kevin Mok's Marlin & Associates Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates May 2015 - August 2015
Novartis May 2014 - August 2014
Skills
Pharmaceutical Industry, Biotechnology, SAS, Market Research, Data Analysis, Market Analysis, Financial Modeling, Competitive Analysis, Pharmaceutical Sales, Financial Analysis, Cross-functional Team..., Clinical Trials, Business Analysis, Oncology, Lifesciences, Strategy, Business Strategy, Microsoft Excel, Sales Effectiveness, R
Education
Boston College 2013 — 2017
Bachelor’s Degree, Finance & Mathematics
Mount Olive High School 2009 — 2013
Marlin & Associates May 2015 - August 2015
Novartis May 2014 - August 2014
Skills
Pharmaceutical Industry, Biotechnology, SAS, Market Research, Data Analysis, Market Analysis, Financial Modeling, Competitive Analysis, Pharmaceutical Sales, Financial Analysis, Cross-functional Team..., Clinical Trials, Business Analysis, Oncology, Lifesciences, Strategy, Business Strategy, Microsoft Excel, Sales Effectiveness, R
Education
Boston College 2013 — 2017
Bachelor’s Degree, Finance & Mathematics
Mount Olive High School 2009 — 2013
Charisse Tay's Marlin & Associates Experience September 2012 - December 2012
Job Financial Restructuring Analyst
Industry Financial Services
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Houlihan Lokey July 2015 - Present
Houlihan Lokey May 2014 - August 2014
Bessemer Trust June 2013 - August 2013
Credo Ventures February 2013 - August 2013
Marlin & Associates September 2012 - December 2012
Aite Group June 2012 - August 2012
Skills
Research, Financial Analysis, PowerPoint, Data Analysis, Marketing, Microsoft Word, Accounting, Economics, Private Equity, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Market Research, Investment Banking, Valuation, Photoshop, Graphic Design
Education
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor's, Finance, Accounting, Psychology
Harvard University 2012 — 2012
Summer Program, Psychology
Raffles Junior College 2009 — 2010
Raffles Girls School 2005 — 2008
Jennifer Steffney's Marlin & Associates Experience April 2015 - Present
Job Senior Associate at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates April 2015 - Present
Foxcode, Inc. September 2012 - March 2015
PNC Financial Services April 2010 - September 2012
PNC Financial Services July 2009 - April 2010
PNC Financial Services May 2008 - September 2008
Skills
Investment Banking, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Treasury Management, Portfolio Management, Credit Analysis, Finance, Bloomberg, Equities, Corporate Finance, Structured Finance, Financial Structuring, Fixed Income
Education
James Madison University - College of Business 2005 — 2009
Bachelor’s Degree, Finance, General
Marlin & Associates April 2015 - Present
Foxcode, Inc. September 2012 - March 2015
PNC Financial Services April 2010 - September 2012
PNC Financial Services July 2009 - April 2010
PNC Financial Services May 2008 - September 2008
Skills
Investment Banking, Capital Markets, Financial Analysis, Financial Modeling, Valuation, Treasury Management, Portfolio Management, Credit Analysis, Finance, Bloomberg, Equities, Corporate Finance, Structured Finance, Financial Structuring, Fixed Income
Education
James Madison University - College of Business 2005 — 2009
Bachelor’s Degree, Finance, General
Nikhil Chitre's Marlin & Associates Experience September 2015 - Present
Job Investment Banking Intern at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates September 2015 - Present
180 Degrees Consulting September 2015 - Present
WJT Partners July 2015 - September 2015
SPEAR Physical Therapy, LLC December 2014 - June 2015
Central European Advisory Group September 2014 - December 2014
Skills
Finance, Team Leadership, Microsoft Office Suite, Time Management, High level of initiative, Regression Analysis, Accounting, Corporate Finance, Financial Accounting, Marketing, Market Research, QuickBooks, Social Media Marketing, Salesforce.com, Strategic Consulting, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor’s Degree, Finance and Management
New York University 2014 — 2014
Bachelor’s Degree, Prague Campus
John P. Stevens High School 2009 — 2013
High School
Marlin & Associates September 2015 - Present
180 Degrees Consulting September 2015 - Present
WJT Partners July 2015 - September 2015
SPEAR Physical Therapy, LLC December 2014 - June 2015
Central European Advisory Group September 2014 - December 2014
Skills
Finance, Team Leadership, Microsoft Office Suite, Time Management, High level of initiative, Regression Analysis, Accounting, Corporate Finance, Financial Accounting, Marketing, Market Research, QuickBooks, Social Media Marketing, Salesforce.com, Strategic Consulting, Capital IQ
Education
New York University - Leonard N. Stern School of Business 2013 — 2017
Bachelor’s Degree, Finance and Management
New York University 2014 — 2014
Bachelor’s Degree, Prague Campus
John P. Stevens High School 2009 — 2013
High School
Jeffrey Knott's Marlin & Associates Experience June 2011 - September 2011
Job F&B Manager and Consultant
Industry Restaurants
Experience
Novo Coffee January 2015 - Present
Self Employed January 2015 - Present
Pigtrain coffee June 2014 - December 2014
Thump Coffee November 2013 - May 2014
Fluid Coffee Bar September 2012 - November 2013
Marlin & Associates June 2011 - September 2011
Wall Street Warfighters February 2011 - July 2011
Four Corners Whitewater July 2008 - February 2011
United States Marine Corps July 2004 - July 2008
Skills
Investment Banking, Teamwork, Finance, Management, Event Planning, Organizational..., Training, Leadership, Nonprofits, Public Speaking, Strategic Planning, Microsoft Excel, Customer Service, Program Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Banking, Corporate, Finance, and Securities Law
Fort Lewis College 2008 — 2010
Bachelor of Arts, Finance
Novo Coffee January 2015 - Present
Self Employed January 2015 - Present
Pigtrain coffee June 2014 - December 2014
Thump Coffee November 2013 - May 2014
Fluid Coffee Bar September 2012 - November 2013
Marlin & Associates June 2011 - September 2011
Wall Street Warfighters February 2011 - July 2011
Four Corners Whitewater July 2008 - February 2011
United States Marine Corps July 2004 - July 2008
Skills
Investment Banking, Teamwork, Finance, Management, Event Planning, Organizational..., Training, Leadership, Nonprofits, Public Speaking, Strategic Planning, Microsoft Excel, Customer Service, Program Management
Education
University of Pennsylvania - The Wharton School 2011 — 2011
Executive Education, Banking, Corporate, Finance, and Securities Law
Fort Lewis College 2008 — 2010
Bachelor of Arts, Finance
Frank Lu Frank Lu's Marlin & Associates Experience February 2014 - May 2014
Job Investment Banking Analyst at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank July 2015 - Present
NYU Stern School of Business September 2013 - Present
UBS Investment Bank June 2014 - August 2014
Marlin & Associates February 2014 - May 2014
Clinton Group, Inc. June 2013 - September 2013
Eos Energy Storage November 2012 - May 2013
Wayland Sports Ltd. February 2009 - January 2011
Skills
Microsoft Office, Team Leadership, Financial Modeling, Financial Analysis, Bloomberg Terminal, Basketball, Saxophone, Financial Markets, Data Analysis, Mathematica, Capital IQ, ThomsonOne, SNL, Valuation, Corporate Finance, Investment Banking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
University Hill Secondary School 2006 — 2011
High School Diploma
UBS Investment Bank July 2015 - Present
NYU Stern School of Business September 2013 - Present
UBS Investment Bank June 2014 - August 2014
Marlin & Associates February 2014 - May 2014
Clinton Group, Inc. June 2013 - September 2013
Eos Energy Storage November 2012 - May 2013
Wayland Sports Ltd. February 2009 - January 2011
Skills
Microsoft Office, Team Leadership, Financial Modeling, Financial Analysis, Bloomberg Terminal, Basketball, Saxophone, Financial Markets, Data Analysis, Mathematica, Capital IQ, ThomsonOne, SNL, Valuation, Corporate Finance, Investment Banking
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Mathematics
New York University - Leonard N. Stern School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance
University Hill Secondary School 2006 — 2011
High School Diploma
Nicholas Cerrone's Marlin & Associates Experience May 2013 - August 2013
Job Analyst at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Marlin & Associates May 2013 - August 2013
Skills
Microsoft Word, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Investment Banking
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Economics
Delbarton
RBC Capital Markets July 2015 - Present
RBC Capital Markets June 2014 - August 2014
Marlin & Associates May 2013 - August 2013
Skills
Microsoft Word, Economics, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Financial Analysis, Investment Banking
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Economics
Delbarton
Dan O'Hare Dan O'Hare's Marlin & Associates Experience March 2013 - May 2013
Job Equity Research Associate
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2013 - Present
Marlin & Associates March 2013 - May 2013
Wall Street Warfighters Foundation May 2012 - February 2013
Berkowitz Development Group May 2011 - August 2011
Carlos Gimenez For Mayor May 2011 - June 2011
Department of Veterans Affairs February 2010 - February 2011
United States Marine Corps July 2003 - April 2008
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Risk Management, Security Clearance, Military, Finance, Leadership, Operational Planning, Analysis, Teaching, Financial Modeling, Military Operations, Government, Investments, DoD, Microsoft Word, Project Planning, Program Management, Economics
Education
Wharton School of Business 2013 — 2013
Executive Education, Mergers and Acquistiions
Westminster College 2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Cum Laude
Bank of America Merrill Lynch June 2013 - Present
Marlin & Associates March 2013 - May 2013
Wall Street Warfighters Foundation May 2012 - February 2013
Berkowitz Development Group May 2011 - August 2011
Carlos Gimenez For Mayor May 2011 - June 2011
Department of Veterans Affairs February 2010 - February 2011
United States Marine Corps July 2003 - April 2008
Skills
Financial Analysis, Microsoft Excel, Access, PowerPoint, Strategic Planning, Microsoft Office, Team Leadership, Risk Management, Security Clearance, Military, Finance, Leadership, Operational Planning, Analysis, Teaching, Financial Modeling, Military Operations, Government, Investments, DoD, Microsoft Word, Project Planning, Program Management, Economics
Education
Wharton School of Business 2013 — 2013
Executive Education, Mergers and Acquistiions
Westminster College 2008 — 2012
Bachelor of Arts (B.A.), Finance, General, Cum Laude
Razeeb Mahmood Razeeb Mahmood's Marlin & Associates Experience February 2009 - May 2009
Job Senior Business Analyst
Industry Oil & Energy
Experience
Iberdrola Energy Services August 2012 - Present
SayHey April 2011 - November 2011
Nereus Capital November 2009 - December 2010
Marlin & Associates February 2009 - May 2009
Education
The University of Texas at Austin
Iberdrola Energy Services August 2012 - Present
SayHey April 2011 - November 2011
Nereus Capital November 2009 - December 2010
Marlin & Associates February 2009 - May 2009
Education
The University of Texas at Austin
Richard Taddonio Richard Taddonio's Marlin & Associates Experience 2011 - August 2013
Job Vice President at Falconhead Capital
Industry Financial Services
Experience
Falconhead Capital May 2014 - Present
Falconhead Capital May 2014 - Present
Wall St. Training June 2009 - Present
Abrika Capital September 2014 - February 2015
Marlin & Associates 2011 - August 2013
Black Diamond Capital Management 2008 - 2011
Merrill Lynch 2007 - 2007
Bank of America 2006 - 2006
Bank of America 2006 - 2006
Wachovia Credit Default Swap Trading 2005 - 2005
Skills
Financial Modeling, Private Equity, Restructuring, Valuation, Debt Restructuring, Investment Banking, Financial Analysis, Leveraged Finance, Distressed Debt, Fixed Income, Career Development, Interview Preparation, Mock Interviews, Portfolio Management, Special Situations..., Distressed M&A, Performance Turnaround, Event Driven, Post-Reorg Equities, Turn Around Management, VBA, Startup Development, Start-up Consulting, Managing Start-ups, Business Unit Start-up, Resume Writing, Mergers & Acquisitions, Equities, Financial Structuring, Venture Capital, Investments, Business Valuation, Finance, LBO, Credit Derivatives, Securities, Acquisitions, Corporate Finance, Trading, Due Diligence, Management, Analysis, Options, Asset Management, Strategy, Alternative Investments, Equity Derivatives, Derivatives, Credit Analysis, Shareholder Activism
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing
Columbia University in the City of New York 2004 — 2008
BA, Economics
Falconhead Capital May 2014 - Present
Falconhead Capital May 2014 - Present
Wall St. Training June 2009 - Present
Abrika Capital September 2014 - February 2015
Marlin & Associates 2011 - August 2013
Black Diamond Capital Management 2008 - 2011
Merrill Lynch 2007 - 2007
Bank of America 2006 - 2006
Bank of America 2006 - 2006
Wachovia Credit Default Swap Trading 2005 - 2005
Skills
Financial Modeling, Private Equity, Restructuring, Valuation, Debt Restructuring, Investment Banking, Financial Analysis, Leveraged Finance, Distressed Debt, Fixed Income, Career Development, Interview Preparation, Mock Interviews, Portfolio Management, Special Situations..., Distressed M&A, Performance Turnaround, Event Driven, Post-Reorg Equities, Turn Around Management, VBA, Startup Development, Start-up Consulting, Managing Start-ups, Business Unit Start-up, Resume Writing, Mergers & Acquisitions, Equities, Financial Structuring, Venture Capital, Investments, Business Valuation, Finance, LBO, Credit Derivatives, Securities, Acquisitions, Corporate Finance, Trading, Due Diligence, Management, Analysis, Options, Asset Management, Strategy, Alternative Investments, Equity Derivatives, Derivatives, Credit Analysis, Shareholder Activism
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing
Columbia University in the City of New York 2004 — 2008
BA, Economics
Sean Hickey, CFA Sean Hickey, CFA's Marlin & Associates Experience May 2007 - August 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs December 2011 - December 2014
Goldman Sachs July 2011 - December 2011
Duff & Phelps March 2010 - July 2011
Duff & Phelps January 2008 - March 2010
Marlin & Associates May 2007 - August 2007
Skills
Valuation, DCF, Equity Valuation, Business Valuation, Private Equity, Capital IQ, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Bloomberg, Due Diligence, Financial Modeling, Portfolio Management, Investments
Education
Penn State University 2003 — 2007
Economics, Macroeconomics, Money & Banking
Goldman Sachs January 2015 - Present
Goldman Sachs December 2011 - December 2014
Goldman Sachs July 2011 - December 2011
Duff & Phelps March 2010 - July 2011
Duff & Phelps January 2008 - March 2010
Marlin & Associates May 2007 - August 2007
Skills
Valuation, DCF, Equity Valuation, Business Valuation, Private Equity, Capital IQ, Hedge Funds, Corporate Finance, Equities, Financial Analysis, Bloomberg, Due Diligence, Financial Modeling, Portfolio Management, Investments
Education
Penn State University 2003 — 2007
Economics, Macroeconomics, Money & Banking
Scott Chen's Marlin & Associates Experience January 2015 - May 2015
Job Investment Banking Summer Intern at Lazard
Industry Financial Services
Experience
Lazard June 2015 - August 2015
Standard Chartered Bank May 2015 - June 2015
Marlin & Associates January 2015 - May 2015
Kaire Capital July 2014 - August 2014
Hong Kong Monetary Authority June 2014 - August 2014
Massachusetts General Hospital July 2012 - August 2012
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (BA), Economics-Statistics, Dean's List
Diocesan Boys' School 2007 — 2013
International Baccalaureate Diploma Program, Bilingual (First Language) Diploma
Lazard June 2015 - August 2015
Standard Chartered Bank May 2015 - June 2015
Marlin & Associates January 2015 - May 2015
Kaire Capital July 2014 - August 2014
Hong Kong Monetary Authority June 2014 - August 2014
Massachusetts General Hospital July 2012 - August 2012
Education
Columbia University in the City of New York 2013 — 2017
Bachelor of Arts (BA), Economics-Statistics, Dean's List
Diocesan Boys' School 2007 — 2013
International Baccalaureate Diploma Program, Bilingual (First Language) Diploma
Melvin Manchau's Marlin & Associates Experience September 2011 - April 2012
Job Senior Associate Asset Management Advisory at PwC
Industry Investment Banking
Experience
PwC June 2015 - Present
eFront September 2013 - June 2015
Frontier Markets Capital May 2012 - September 2013
Marlin & Associates September 2011 - April 2012
Bentley Associates September 2008 - April 2010
Investance February 2008 - July 2008
CDC Entreprises December 2006 - July 2007
Lazard September 2005 - April 2006
Thomson Reuters July 2005 - September 2005
Orange July 2002 - June 2003
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Venture Capital, Emerging Markets, Private Placements, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Strategic Advisory, M&A experience, Industry Analysis, Business Valuation, Competitive Analysis, Mergers & Acquisitions, Strategy, Project Management, Restructuring, Entrepreneurship, Risk Management, Start-ups, Corporate Development, Finance, Fixed Income, Equity Research, Capital Markets, Derivatives, DCF, Divestitures, Equities, Alternative Investments, Leveraged Finance, Financial Structuring, Management Consulting, Consulting
Education
Institut d'Etudes politiques de Paris 2004 — 2007
Master, MSc Finance and strategy
Université René Descartes (Paris V) 2003 — 2004
Bsc Computer sciences, Software Engineering and Systems Analysis
PwC June 2015 - Present
eFront September 2013 - June 2015
Frontier Markets Capital May 2012 - September 2013
Marlin & Associates September 2011 - April 2012
Bentley Associates September 2008 - April 2010
Investance February 2008 - July 2008
CDC Entreprises December 2006 - July 2007
Lazard September 2005 - April 2006
Thomson Reuters July 2005 - September 2005
Orange July 2002 - June 2003
Skills
Investment Banking, Corporate Finance, Mergers, Private Equity, Venture Capital, Emerging Markets, Private Placements, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Investments, Strategic Advisory, M&A experience, Industry Analysis, Business Valuation, Competitive Analysis, Mergers & Acquisitions, Strategy, Project Management, Restructuring, Entrepreneurship, Risk Management, Start-ups, Corporate Development, Finance, Fixed Income, Equity Research, Capital Markets, Derivatives, DCF, Divestitures, Equities, Alternative Investments, Leveraged Finance, Financial Structuring, Management Consulting, Consulting
Education
Institut d'Etudes politiques de Paris 2004 — 2007
Master, MSc Finance and strategy
Université René Descartes (Paris V) 2003 — 2004
Bsc Computer sciences, Software Engineering and Systems Analysis
Jonathan Gilbert's Marlin & Associates Experience May 2005 - April 2007
Job Director, MidAtlantic Region at Columbia Care, LLC
Industry Alternative Medicine
Experience
Columbia Care, LLC March 2015 - Present
Quench USA, Inc. January 2013 - February 2014
Quench USA, Inc. April 2010 - December 2012
Fairmount Partners May 2007 - April 2010
Marlin & Associates May 2005 - April 2007
JPMorgan Chase 2000 - 2004
Foodline.com 2000 - 2000
New York City Economic Development Corporation 1999 - 2000
The Bank of New York September 1998 - 1999
Skills
Mergers, Due Diligence, Negotiation, Joint Ventures, Investment Banking, Financial Modeling, Valuation, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Private Equity, Investments, Strategic Planning, Competitive Analysis, Strategy Development, New Business Development, Acquisition Integration, Business Valuation, Renewable Energy, Mergers & Acquisitions, Strategy, Business Development, Finance, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MBA, Finance
Hamilton College 1994 — 1998
BA, Economics
Columbia Care, LLC March 2015 - Present
Quench USA, Inc. January 2013 - February 2014
Quench USA, Inc. April 2010 - December 2012
Fairmount Partners May 2007 - April 2010
Marlin & Associates May 2005 - April 2007
JPMorgan Chase 2000 - 2004
Foodline.com 2000 - 2000
New York City Economic Development Corporation 1999 - 2000
The Bank of New York September 1998 - 1999
Skills
Mergers, Due Diligence, Negotiation, Joint Ventures, Investment Banking, Financial Modeling, Valuation, Corporate Development, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Private Equity, Investments, Strategic Planning, Competitive Analysis, Strategy Development, New Business Development, Acquisition Integration, Business Valuation, Renewable Energy, Mergers & Acquisitions, Strategy, Business Development, Finance, Leadership
Education
Baruch College, City University of New York (CUNY) 2004 — 2005
MBA, Finance
Hamilton College 1994 — 1998
BA, Economics
Robert Hamlin, CFA's Marlin & Associates Experience April 2012 - July 2013
Job MBA Candidate at the Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School August 2015 - Present
IFC - International Finance Corporation July 2013 - July 2015
Marlin & Associates April 2012 - July 2013
Goldman Sachs July 2010 - April 2012
Skills
Financial Technology, Data & Analytics, SaaS, Cross-border M&A, Private Equity, Venture Capital, DCF Valuation, LBO, Fixed Income, Debt Capital Markets, Bloomberg, S&P Capital IQ, Due Diligence
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2006 — 2010
A.B., Social Studies
The Roxbury Latin School 2000 — 2006
The Wharton School August 2015 - Present
IFC - International Finance Corporation July 2013 - July 2015
Marlin & Associates April 2012 - July 2013
Goldman Sachs July 2010 - April 2012
Skills
Financial Technology, Data & Analytics, SaaS, Cross-border M&A, Private Equity, Venture Capital, DCF Valuation, LBO, Fixed Income, Debt Capital Markets, Bloomberg, S&P Capital IQ, Due Diligence
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Harvard University 2006 — 2010
A.B., Social Studies
The Roxbury Latin School 2000 — 2006
Stephen Shankman's Marlin & Associates Experience 2013 - Present
Job Healthcare I/T Investment Banking at Marlin & Associates
Industry Financial Services
Experience
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
Marlin & Associates 2013 - Present
UBS 2010 - 2012
Natixis 2004 - 2009
Carret Asset Management 2003 - 2004
Bernstein Investment Research and Management 2000 - 2002
Lehman Brothers 1998 - 2000
Skills
Equity Research, Valuation, Financial Modeling, Investment Management, Healthcare Industry, Healthcare Information..., Investments, Hedge Funds, Mergers & Acquisitions, Investment Banking, Portfolio Management, Bloomberg, Banking, Trading, Finance
Education
NYU Stern School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Marketing
University of Michigan 1994 — 1998
Bachelor's degree, Psychology and Pre-Med
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Foros
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