McGladrey Capital Markets LLC
Industry: Capital market company
DescriptionHeadquarters: Costa Mesa, CA Parent organization: H&R Block
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McGladrey Capital Markets LLC Employees
Employee
Years
Job
Industry
Larry Schwimmer - Sr. Business Development Mgr Larry Schwimmer - Sr. Business Development Mgr's McGladrey Capital Markets LLC Experience January 2004 - January 2008
Job Producing Results: selling Consulting, Financial, Accounting, M&A, Technology & Media services
Industry Financial Services
Experience
S & A Consulting Services 2012 - Present
Generational Equity, LLC. January 2008 - June 2011
McGladrey Capital Markets LLC January 2004 - January 2008
Morgan Stanley Smith Barney January 1985 - August 2004
Skills
Start-ups, Marketing, Business Valuation, Business Development, Strategic Planning, Due Diligence, Corporate Development, Finance, Investments, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Mergers, Corporate Finance, Real Estate, Business Planning, Executive Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Valuation, Negotiation, Management, Analysis, Selling, Financial Analysis, Small Business, Sales Management, Sales, Management Consulting, Business Strategy, Competitive Analysis, Consulting, Strategic Partnerships, New Business Development, M&A experience, Acquisitions, Equities, Portfolio Management, Financial Services, Strategic Financial..., Restructuring, Risk Management, Lead Generation, Strategic Consulting, Capital Markets, Alternative Investments, Hedge Funds
Education
Northern Illinois University
Bachelor's degree, Marketing
Northern Illinois University
MBA Graduate Studies, Marketing
S & A Consulting Services 2012 - Present
Generational Equity, LLC. January 2008 - June 2011
McGladrey Capital Markets LLC January 2004 - January 2008
Morgan Stanley Smith Barney January 1985 - August 2004
Skills
Start-ups, Marketing, Business Valuation, Business Development, Strategic Planning, Due Diligence, Corporate Development, Finance, Investments, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Mergers, Corporate Finance, Real Estate, Business Planning, Executive Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Valuation, Negotiation, Management, Analysis, Selling, Financial Analysis, Small Business, Sales Management, Sales, Management Consulting, Business Strategy, Competitive Analysis, Consulting, Strategic Partnerships, New Business Development, M&A experience, Acquisitions, Equities, Portfolio Management, Financial Services, Strategic Financial..., Restructuring, Risk Management, Lead Generation, Strategic Consulting, Capital Markets, Alternative Investments, Hedge Funds
Education
Northern Illinois University
Bachelor's degree, Marketing
Northern Illinois University
MBA Graduate Studies, Marketing
Monique Gasque Monique Gasque's McGladrey Capital Markets LLC Experience December 2004 - January 2007
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Wells Fargo Bank March 2011 - Present
Wells Fargo January 2009 - February 2011
Wells Fargo Bank September 2008 - January 2009
Wells Fargo Foothill June 2007 - September 2008
McGladrey Capital Markets LLC December 2004 - January 2007
Skills
Credit, Portfolio Management, Capital Markets, Asset Managment, Commercial Banking, Finance, Financial Risk, Restructuring, Analysis, Financial Modeling, Management, Investment Banking, Underwriting, Competitive Analysis
Education
UNIVERSITY OF CALIFORNIA AT BERKLEY 2009 — 2009
4.0
UNIVERSITY OF CALIFORNIA AT LOS ANGELES, Los Angeles, CA 2007 — 2007
4.0
University of California, Irvine 1999 — 2003
Bachelor of Arts (B.A.), International Relations and Affairs
Kyle Sals's McGladrey Capital Markets LLC Experience May 2008 - August 2008
Job Associate Capital Markets at JLL
Industry Real Estate
Experience
JLL February 2013 - Present
GEMSA Loan Services July 2010 - February 2013
FBK Management May 2008 - September 2008
McGladrey Capital Markets LLC May 2008 - August 2008
University of Illinois August 2007 - September 2007
Four Seasons Housing Inc May 2007 - August 2007
Culligan Water Conditioning August 2005 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Microsoft Office, Research, Market Research, Rent Roll, Finance, Asset Management, Real Estate Economics, Investments, Real Estate, Portfolio Management, Financial Analysis, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance
JLL February 2013 - Present
GEMSA Loan Services July 2010 - February 2013
FBK Management May 2008 - September 2008
McGladrey Capital Markets LLC May 2008 - August 2008
University of Illinois August 2007 - September 2007
Four Seasons Housing Inc May 2007 - August 2007
Culligan Water Conditioning August 2005 - August 2006
Skills
Financial Modeling, Valuation, Due Diligence, Microsoft Excel, Microsoft Office, Research, Market Research, Rent Roll, Finance, Asset Management, Real Estate Economics, Investments, Real Estate, Portfolio Management, Financial Analysis, Commercial Real Estate
Education
University of Illinois at Urbana-Champaign - College of Business 2006 — 2010
Bachelor of Science, Finance
David Blackwood David Blackwood's McGladrey Capital Markets LLC Experience April 2001 - November 2011
Job Partner at InnovaCounsel
Industry Law Practice
Experience
InnovaCounsel February 2012 - Present
McGladrey August 2007 - February 2012
McGladrey Capital Markets LLC April 2001 - November 2011
Canon Computer Systems (Canon USA) June 1992 - April 2001
Dorsey & Whitney LLP January 1990 - June 1992
Squire, Sanders & Dempsey March 1988 - January 1990
Thacher Proffitt & Wood LLP September 1985 - March 1988
WVBR September 1978 - May 1984
Skills
Litigation Management, Accounting, Employment Matters, Legal Advice, Non-compete Agreements, Dispute Resolution, Intellectual Property, Antitrust, Negotiating Contracts, Trade Secrets, Executive Management, Risk Management, Investigations, Internal Investigations, International Business, general counsel, Consumer Electronics, Advertising, Marketing, Broker-Dealer Compliance, M&A process management, Mergers
Education
Cornell Law School 1982 — 1985
JD, Specialization in International Law
Cornell University 1978 — 1982
BA, Psychology
InnovaCounsel February 2012 - Present
McGladrey August 2007 - February 2012
McGladrey Capital Markets LLC April 2001 - November 2011
Canon Computer Systems (Canon USA) June 1992 - April 2001
Dorsey & Whitney LLP January 1990 - June 1992
Squire, Sanders & Dempsey March 1988 - January 1990
Thacher Proffitt & Wood LLP September 1985 - March 1988
WVBR September 1978 - May 1984
Skills
Litigation Management, Accounting, Employment Matters, Legal Advice, Non-compete Agreements, Dispute Resolution, Intellectual Property, Antitrust, Negotiating Contracts, Trade Secrets, Executive Management, Risk Management, Investigations, Internal Investigations, International Business, general counsel, Consumer Electronics, Advertising, Marketing, Broker-Dealer Compliance, M&A process management, Mergers
Education
Cornell Law School 1982 — 1985
JD, Specialization in International Law
Cornell University 1978 — 1982
BA, Psychology
Dan DeLap Dan DeLap's McGladrey Capital Markets LLC Experience June 2007 - February 2012
Job Vice President at D. A. Davidson & Co
Industry Investment Banking
Experience
D. A. Davidson & Co October 2014 - Present
D.A. Davidson & Co February 2012 - September 2014
McGladrey Capital Markets LLC June 2007 - February 2012
RSM EquiCo July 2004 - June 2007
Naval Aviation Depot January 1990 - July 2004
Skills
Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Finance, Private Equity, Equities, Analysis, Capital Markets
Education
San Diego State University-California State University 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Aerospace Engineering
D. A. Davidson & Co October 2014 - Present
D.A. Davidson & Co February 2012 - September 2014
McGladrey Capital Markets LLC June 2007 - February 2012
RSM EquiCo July 2004 - June 2007
Naval Aviation Depot January 1990 - July 2004
Skills
Financial Analysis, Due Diligence, Investments, Mergers & Acquisitions, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Valuation, Finance, Private Equity, Equities, Analysis, Capital Markets
Education
San Diego State University-California State University 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Aerospace Engineering
David J. Garcia David J. Garcia's McGladrey Capital Markets LLC Experience 2008 - 2009
Job Senior Product Manager @ Amazon
Industry Internet
Experience
Amazon June 2015 - Present
Amazon 2014 - 2014
California Bank & Trust April 2012 - June 2013
The Frugality Game August 2009 - January 2012
McGladrey Capital Markets LLC 2008 - 2009
Rose & Kindel 2008 - 2008
Marriott School of Management March 2007 - December 2007
Skills
Editing, Media Relations, Writing, Social Media, Public Relations, Facebook, Copywriting, Blogging, Marketing Communications, Copy Editing, Social Media Marketing, Corporate Communications, Wordpress, Adobe Creative Suite, AP Style, Journalism, Online Marketing, Marketing Strategy, Press Releases, Proofreading, News Writing, WordPress, Public Speaking, Publishing, Graphic Design, Digital Marketing, Advertising, Magazines, Social Networking, Online Advertising, Newsletters, SEO, Integrated Marketing, Web Analytics, Google Analytics, Email Marketing, Marketing
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), GPA: 4.00. GMAT: 780.
Brigham Young University 2001 — 2007
BA, Communications - Public Relations, GPA: 3.73
Temple College 2000 — 2001
Amazon June 2015 - Present
Amazon 2014 - 2014
California Bank & Trust April 2012 - June 2013
The Frugality Game August 2009 - January 2012
McGladrey Capital Markets LLC 2008 - 2009
Rose & Kindel 2008 - 2008
Marriott School of Management March 2007 - December 2007
Skills
Editing, Media Relations, Writing, Social Media, Public Relations, Facebook, Copywriting, Blogging, Marketing Communications, Copy Editing, Social Media Marketing, Corporate Communications, Wordpress, Adobe Creative Suite, AP Style, Journalism, Online Marketing, Marketing Strategy, Press Releases, Proofreading, News Writing, WordPress, Public Speaking, Publishing, Graphic Design, Digital Marketing, Advertising, Magazines, Social Networking, Online Advertising, Newsletters, SEO, Integrated Marketing, Web Analytics, Google Analytics, Email Marketing, Marketing
Education
Duke University - The Fuqua School of Business 2013 — 2015
Master of Business Administration (MBA), GPA: 4.00. GMAT: 780.
Brigham Young University 2001 — 2007
BA, Communications - Public Relations, GPA: 3.73
Temple College 2000 — 2001
M. Sean Quasem, P.E. M. Sean Quasem, P.E.'s McGladrey Capital Markets LLC Experience April 2000 - January 2012
Job Mergers & Acquisitions
Industry Investment Banking
Experience
GlassRatner Advisory & Capital Group LLC October 2013 - Present
D. A. Davidson & Co. February 2012 - September 2013
McGladrey Capital Markets LLC April 2000 - January 2012
Earth Tech, Inc. September 1997 - November 1999
GTW Group, Inc. September 1996 - September 1997
RUST Environment & Infrastructure, Inc. September 1991 - September 1996
Church Engineering, Inc. January 1989 - August 1991
Skills
Investment Banking, Valuation, Business Development, Investments, Financial Analysis, Private Equity, Business Valuation, Private Placements, Finance, Corporate Finance, Corporate Development, M&A experience, Divestitures, Capital Markets, Acquisitions, Leadership, Financial Modeling, LBO, Entrepreneurship, Budgets, New Business Development, Mergers & Acquisitions, Bankruptcy, 363 Sale, Civil Engineering, CQA, Solid Waste, Land Development, Grading Design
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
MBA, Management & Finance
University of Arkansas at Fayetteville
BS, Civil Engineering
GlassRatner Advisory & Capital Group LLC October 2013 - Present
D. A. Davidson & Co. February 2012 - September 2013
McGladrey Capital Markets LLC April 2000 - January 2012
Earth Tech, Inc. September 1997 - November 1999
GTW Group, Inc. September 1996 - September 1997
RUST Environment & Infrastructure, Inc. September 1991 - September 1996
Church Engineering, Inc. January 1989 - August 1991
Skills
Investment Banking, Valuation, Business Development, Investments, Financial Analysis, Private Equity, Business Valuation, Private Placements, Finance, Corporate Finance, Corporate Development, M&A experience, Divestitures, Capital Markets, Acquisitions, Leadership, Financial Modeling, LBO, Entrepreneurship, Budgets, New Business Development, Mergers & Acquisitions, Bankruptcy, 363 Sale, Civil Engineering, CQA, Solid Waste, Land Development, Grading Design
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
MBA, Management & Finance
University of Arkansas at Fayetteville
BS, Civil Engineering
Adam Tirapelle Adam Tirapelle's McGladrey Capital Markets LLC Experience August 2003 - January 2005
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch February 2006 - February 2009
Wrestling Broadcast, Inc. September 2003 - June 2008
Spray Force Manufacturing January 2005 - January 2006
McGladrey Capital Markets LLC August 2003 - January 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Kinesiology
Stanford University 1996 — 1997
Wells Fargo Advisors, LLC 2009 - Present
Merrill Lynch February 2006 - February 2009
Wrestling Broadcast, Inc. September 2003 - June 2008
Spray Force Manufacturing January 2005 - January 2006
McGladrey Capital Markets LLC August 2003 - January 2005
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Kinesiology
Stanford University 1996 — 1997
Rick Palacios Jr. Rick Palacios Jr.'s McGladrey Capital Markets LLC Experience January 2005 - July 2006
Job Director of Research at John Burns Real Estate Consulting
Industry Real Estate
Experience
John Burns Real Estate Consulting June 2014 - Present
Morgan Stanley September 2013 - May 2014
John Burns Real Estate Consulting March 2011 - August 2013
Milken Institute October 2009 - March 2011
John Burns Real Estate Consulting July 2006 - April 2008
McGladrey Capital Markets LLC January 2005 - July 2006
U.S. Department of Commerce September 2002 - January 2003
Skills
Bloomberg Terminal, Thomson One Analytics, Due Diligence, Bloomberg, Real Estate Economics, Hedge Funds, Real Estate Development, Capital Markets, Analysis, Valuation, Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Real Estate Economics & Finance
University of California, Irvine 1999 — 2003
BA, Double Major: Political Science & International Studies
John Burns Real Estate Consulting June 2014 - Present
Morgan Stanley September 2013 - May 2014
John Burns Real Estate Consulting March 2011 - August 2013
Milken Institute October 2009 - March 2011
John Burns Real Estate Consulting July 2006 - April 2008
McGladrey Capital Markets LLC January 2005 - July 2006
U.S. Department of Commerce September 2002 - January 2003
Skills
Bloomberg Terminal, Thomson One Analytics, Due Diligence, Bloomberg, Real Estate Economics, Hedge Funds, Real Estate Development, Capital Markets, Analysis, Valuation, Finance, Financial Modeling
Education
The London School of Economics and Political Science (LSE) 2008 — 2009
MSc, Real Estate Economics & Finance
University of California, Irvine 1999 — 2003
BA, Double Major: Political Science & International Studies
William Shiry William Shiry's McGladrey Capital Markets LLC Experience 2005 - 2012
Job Managing Director Investment Banking at BDO Capital Advisors, LLC
Industry Investment Banking
Experience
BDO Capital Advisors, LLC 2013 - Present
D.A. Davidson & Co. 2012 - 2013
McGladrey Capital Markets LLC 2005 - 2012
Ernst & Young Corporate Finance LLC 1996 - 2002
Heller Financial, Inc. 1993 - 1996
Bank of America / Security Pacific Merchant Bank 1987 - 1993
Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions
Education
The University of Michigan 1985 — 1987
Master of Business Administration, Finance
Miami University 1979 — 1983
Bachelor of Business Administration
BDO Capital Advisors, LLC 2013 - Present
D.A. Davidson & Co. 2012 - 2013
McGladrey Capital Markets LLC 2005 - 2012
Ernst & Young Corporate Finance LLC 1996 - 2002
Heller Financial, Inc. 1993 - 1996
Bank of America / Security Pacific Merchant Bank 1987 - 1993
Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions
Education
The University of Michigan 1985 — 1987
Master of Business Administration, Finance
Miami University 1979 — 1983
Bachelor of Business Administration
Bruce Manchester Bruce Manchester's McGladrey Capital Markets LLC Experience July 2005 - January 2012
Job Managing Director at NextGen Capital
Industry Investment Banking
Experience
NextGen Capital June 2014 - Present
D.A. Davidson & Co. February 2012 - November 2013
McGladrey Capital Markets LLC July 2005 - January 2012
GFP Advisors LLC May 2002 - June 2005
Banc of America Securities LLC 1993 - 2001
Bank of America January 1982 - August 1993
Bank of Montreal September 1969 - January 1982
Skills
Investment Banking, Private Equity, Project Finance, Corporate Finance, Mergers & Acquisitions, Mergers, Renewable Energy, Commercial Banking, Investments, Capital Raising, LBO, Management, Due Diligence, Corporate Development, Business Valuation, Capital Markets, Asset Management, Private Placements, CRM, Structured Finance, Loan Origination, Valuation, Venture Capital, Leveraged Finance, Divestitures, Financial Structuring, M
Education
University of Toronto - Rotman School of Management 1981 — 1983
MBA, Finance
Queen's University
BA, Physics, Math
NextGen Capital June 2014 - Present
D.A. Davidson & Co. February 2012 - November 2013
McGladrey Capital Markets LLC July 2005 - January 2012
GFP Advisors LLC May 2002 - June 2005
Banc of America Securities LLC 1993 - 2001
Bank of America January 1982 - August 1993
Bank of Montreal September 1969 - January 1982
Skills
Investment Banking, Private Equity, Project Finance, Corporate Finance, Mergers & Acquisitions, Mergers, Renewable Energy, Commercial Banking, Investments, Capital Raising, LBO, Management, Due Diligence, Corporate Development, Business Valuation, Capital Markets, Asset Management, Private Placements, CRM, Structured Finance, Loan Origination, Valuation, Venture Capital, Leveraged Finance, Divestitures, Financial Structuring, M
Education
University of Toronto - Rotman School of Management 1981 — 1983
MBA, Finance
Queen's University
BA, Physics, Math
Erik Choy's McGladrey Capital Markets LLC Experience August 2002 - January 2012
Job Vice President, Investment Banking at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets LLC August 2002 - January 2012
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Investment Banking, Corporate Finance, Capital Markets, Divestitures, Mergers, Capital Raising
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Los Angeles
BA, Political Science
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets LLC August 2002 - January 2012
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Investment Banking, Corporate Finance, Capital Markets, Divestitures, Mergers, Capital Raising
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Los Angeles
BA, Political Science
Jean Cayanni's McGladrey Capital Markets LLC Experience 2004 - April 2009
Job Managing partner at Cayanni Associates llc
Industry Investment Banking
Experience
Cayanni Associates llc May 2009 - Present
McGladrey Capital Markets LLC 2004 - April 2009
RSM EquiCo 2004 - 2008
Bank of America Securities 1974 - 2003
Bank of America 1974 - 2002
Education
Santa Clara University - Leavey School of Business 1971 — 1973
MBA, International finance and Banking
Rennes Law school 1964 — 1968
Law degree
Cayanni Associates llc May 2009 - Present
McGladrey Capital Markets LLC 2004 - April 2009
RSM EquiCo 2004 - 2008
Bank of America Securities 1974 - 2003
Bank of America 1974 - 2002
Education
Santa Clara University - Leavey School of Business 1971 — 1973
MBA, International finance and Banking
Rennes Law school 1964 — 1968
Law degree
Brandon Clewett's McGladrey Capital Markets LLC Experience May 2002 - July 2006
Job Director at KPMG Corporate Finance
Industry Investment Banking
Experience
KPMG Corporate Finance LLC February 2012 - Present
McGladrey Capital Markets July 2009 - March 2012
Capital Group July 2006 - July 2009
McGladrey Capital Markets LLC May 2002 - July 2006
Equipment Design and Manufacturing August 2004 - June 2005
Morgan Stanley July 2000 - May 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Strategy, Analysis, Equities, Asset Management, Forecasting, Finance, Mergers & Acquisitions, Financial Reporting, Investment Banking, Financial Services, Accounting, Strategic Financial..., Leadership, Financial Forecasting, Start-ups, Managerial Finance, Executive Management, Competitive Analysis, Corporate Development, Cash Management, Acquisition Integration, Investments, M&A experience, LBO, Business Planning, Financial Structuring, Restructuring, Due Diligence, Private Equity, Business Valuation, Venture Capital, Equity Research, DCF, Portfolio Management, Internal Controls, Capital Raising, IPO, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Finance
Esperanza High School 1992 — 1996
KPMG Corporate Finance LLC February 2012 - Present
McGladrey Capital Markets July 2009 - March 2012
Capital Group July 2006 - July 2009
McGladrey Capital Markets LLC May 2002 - July 2006
Equipment Design and Manufacturing August 2004 - June 2005
Morgan Stanley July 2000 - May 2002
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Mergers, Strategy, Analysis, Equities, Asset Management, Forecasting, Finance, Mergers & Acquisitions, Financial Reporting, Investment Banking, Financial Services, Accounting, Strategic Financial..., Leadership, Financial Forecasting, Start-ups, Managerial Finance, Executive Management, Competitive Analysis, Corporate Development, Cash Management, Acquisition Integration, Investments, M&A experience, LBO, Business Planning, Financial Structuring, Restructuring, Due Diligence, Private Equity, Business Valuation, Venture Capital, Equity Research, DCF, Portfolio Management, Internal Controls, Capital Raising, IPO, Capital Markets
Education
University of California, Berkeley, Haas School of Business 1996 — 2000
B.S., Finance
Esperanza High School 1992 — 1996
John (Juan) R. Morrison's McGladrey Capital Markets LLC Experience October 2004 - May 2008
Job Partner at Redwood Capital Group
Industry Investment Banking
Experience
Redwood Capital Group November 2013 - Present
BK CAPITAL PARTNERS, LLC January 1997 - 2013
Communications Equity Associates July 2008 - August 2012
McGladrey Capital Markets, LLC October 2004 - May 2008
Industrial Bank of Japan - Whitehall 2000 - 2004
GE Capital 1998 - 2000
Skills
Mergers, Corporate Finance, Debt, Investment Banking, Restructuring, Spanish, Divestitures, Private Equity, Valuation, Leveraged Finance, Capital Markets, Venture Capital, Corporate Development, Business Valuation, Structuring, Private Placements, Executive Management, Emerging Markets, New Business Development, Banking, International Business, Structured Finance, Financial Modeling, Due Diligence, Financial Structuring, Financial Analysis, Strategy, Mergers & Acquisitions, Finance, Financial Services, Business Development, Financial Advisory, M&A experience, Asset Management
Education
Fordham Gabelli School of Business 1990 — 1991
MBA, International Finance
Baylor University 1977 — 1982
BBA, Accounting
Rumson Fairhaven Regional HS 1976 — 1977
Diploma, General Studies
Iona Prep 1973 — 1976
Left at end of Junior year
Redwood Capital Group November 2013 - Present
BK CAPITAL PARTNERS, LLC January 1997 - 2013
Communications Equity Associates July 2008 - August 2012
McGladrey Capital Markets, LLC October 2004 - May 2008
Industrial Bank of Japan - Whitehall 2000 - 2004
GE Capital 1998 - 2000
Skills
Mergers, Corporate Finance, Debt, Investment Banking, Restructuring, Spanish, Divestitures, Private Equity, Valuation, Leveraged Finance, Capital Markets, Venture Capital, Corporate Development, Business Valuation, Structuring, Private Placements, Executive Management, Emerging Markets, New Business Development, Banking, International Business, Structured Finance, Financial Modeling, Due Diligence, Financial Structuring, Financial Analysis, Strategy, Mergers & Acquisitions, Finance, Financial Services, Business Development, Financial Advisory, M&A experience, Asset Management
Education
Fordham Gabelli School of Business 1990 — 1991
MBA, International Finance
Baylor University 1977 — 1982
BBA, Accounting
Rumson Fairhaven Regional HS 1976 — 1977
Diploma, General Studies
Iona Prep 1973 — 1976
Left at end of Junior year
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial