Medley Company
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Medley Employees
Employee
Years
Job
Industry
Jennie Chen Jennie Chen's Medley Experience April 2011 - Present
Job Senior Vice President at Medley
Industry Investment Management
Experience
Medley April 2011 - Present
GE Antares Capital July 2005 - April 2011
GE Capital July 2003 - July 2005
Skills
Corporate Finance, Structured Finance, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Investments, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Credit, Financial Structuring, Valuation
Education
University of Illinois at Urbana-Champaign
BS
University of Illinois at Urbana-Champaign - College of Business
BS
Medley April 2011 - Present
GE Antares Capital July 2005 - April 2011
GE Capital July 2003 - July 2005
Skills
Corporate Finance, Structured Finance, Financial Modeling, Portfolio Management, Capital Markets, Financial Analysis, Investments, Due Diligence, Leveraged Finance, Mergers & Acquisitions, Credit, Financial Structuring, Valuation
Education
University of Illinois at Urbana-Champaign
BS
University of Illinois at Urbana-Champaign - College of Business
BS
Kathleen Lees's Medley Experience September 2011 - June 2012
Job Contributing Writer at New York Parenting Magazine
Industry Publishing
Experience
33 Universal December 2012 - Present
Queens Ledger/Brooklyn Star Newspaper Group July 2012 - December 2012
Syracuse New Times December 2011 - June 2012
S.I. Newhouse School of Public Communications September 2011 - June 2012
Medley September 2011 - June 2012
SUPRA September 2011 - May 2012
True Media August 2010 - December 2010
University of Missouri-Columbia International Center May 2010 - July 2010
Henley Media Group January 2010 - June 2010
Columbia Missourian May 2009 - August 2009
Skills
Press Relations, Features, Newspaper, Editing, Storytelling, Magazines, Feature Articles, Radio, Newspapers, Social Networking, WordPress
Education
Syracuse University 2011 — 2012
MA, School of Journalism
University of Missouri-Columbia 2006 — 2011
BA, Journalism
33 Universal December 2012 - Present
Queens Ledger/Brooklyn Star Newspaper Group July 2012 - December 2012
Syracuse New Times December 2011 - June 2012
S.I. Newhouse School of Public Communications September 2011 - June 2012
Medley September 2011 - June 2012
SUPRA September 2011 - May 2012
True Media August 2010 - December 2010
University of Missouri-Columbia International Center May 2010 - July 2010
Henley Media Group January 2010 - June 2010
Columbia Missourian May 2009 - August 2009
Skills
Press Relations, Features, Newspaper, Editing, Storytelling, Magazines, Feature Articles, Radio, Newspapers, Social Networking, WordPress
Education
Syracuse University 2011 — 2012
MA, School of Journalism
University of Missouri-Columbia 2006 — 2011
BA, Journalism
Abbey Dodge Abbey Dodge's Medley Experience October 2013 - July 2015
Job Executive Assistant
Industry Retail
Experience
Restoration Hardware July 2015 - Present
Abbey Lauren Designs October 2012 - Present
Medley October 2013 - July 2015
Pageo Jewelers April 2012 - May 2013
Timothy S. Hopkins Catering December 2004 - September 2012
Y? Morrissey January 2007 - January 2009
Skills
Sales, Fashion, Management, Marketing, Capital Markets, Muscle Cars, Kung Fu, Online Marketing, Entrepreneurship, PowerPoint, Social Media, Microsoft Office, Social Networking, Event Planning, Leadership, Customer Service, Social Media Marketing, Microsoft Excel, Public Speaking, Marketing Strategy
Education
Gemological Institute of America 2009 — 2010
Graduate Jeweler
Fashion Institute of Technology 2008 — 2009
Metal and Jewelry Arts
Hofstra University 2006 — 2008
Business, Management, Marketing, and Related Support Services
Restoration Hardware July 2015 - Present
Abbey Lauren Designs October 2012 - Present
Medley October 2013 - July 2015
Pageo Jewelers April 2012 - May 2013
Timothy S. Hopkins Catering December 2004 - September 2012
Y? Morrissey January 2007 - January 2009
Skills
Sales, Fashion, Management, Marketing, Capital Markets, Muscle Cars, Kung Fu, Online Marketing, Entrepreneurship, PowerPoint, Social Media, Microsoft Office, Social Networking, Event Planning, Leadership, Customer Service, Social Media Marketing, Microsoft Excel, Public Speaking, Marketing Strategy
Education
Gemological Institute of America 2009 — 2010
Graduate Jeweler
Fashion Institute of Technology 2008 — 2009
Metal and Jewelry Arts
Hofstra University 2006 — 2008
Business, Management, Marketing, and Related Support Services
Isabelle Giguere, CPA, CA, CPA (Illinois)'s Medley Experience August 2014 - Present
Job Senior Accounting Associate at Medley
Industry Accounting
Experience
Medley August 2014 - Present
CN April 2013 - July 2014
McGill University January 2012 - July 2014
KPMG January 2010 - April 2013
Skills
Auditing, Corporate Tax, IFRS, Financial Audits, Financial Modeling, Internal Audit, Financial Reporting, IPO, Cash Flow, Due Diligence, Valuation, Revenue Recognition, Finance, Managerial Finance, Tax Accounting, General Ledger, SAP, US GAAP
Education
McGill University 2010 — 2011
Graduate Diploma in Public Accountancy (C.A.), Accounting
McGill University 2006 — 2009
Bachelor of Commerce (B.Com.), Major in Accounting, Concentration in Finance
Medley August 2014 - Present
CN April 2013 - July 2014
McGill University January 2012 - July 2014
KPMG January 2010 - April 2013
Skills
Auditing, Corporate Tax, IFRS, Financial Audits, Financial Modeling, Internal Audit, Financial Reporting, IPO, Cash Flow, Due Diligence, Valuation, Revenue Recognition, Finance, Managerial Finance, Tax Accounting, General Ledger, SAP, US GAAP
Education
McGill University 2010 — 2011
Graduate Diploma in Public Accountancy (C.A.), Accounting
McGill University 2006 — 2009
Bachelor of Commerce (B.Com.), Major in Accounting, Concentration in Finance
William Guo William Guo's Medley Experience September 2013 - Present
Job Investment Associate at Medley Capital
Industry Investment Management
Experience
Medley September 2013 - Present
PricewaterhouseCoopers August 2012 - August 2013
Deloitte June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), High Distinction
Singapore Management University 2010 — 2010
Medley September 2013 - Present
PricewaterhouseCoopers August 2012 - August 2013
Deloitte June 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
Bachelor of Business Administration (BBA), High Distinction
Singapore Management University 2010 — 2010
Adam Kaufman Adam Kaufman's Medley Experience February 2011 - January 2012
Job Director World Wide Card Product Marketing at Micron Technology
Industry Consumer Electronics
Experience
Micron Technology July 2014 - Present
Micron Technology July 2012 - July 2014
Tribal Brands March 2012 - July 2012
Medley February 2011 - January 2012
Diabetes Society Org October 2010 - September 2011
Smith Micro Software May 2010 - February 2011
Palm, Inc. September 2007 - June 2009
Lexar Media May 2006 - August 2007
AT&T Wirless/Cingular Wireless April 1999 - May 2006
Skills
Product Management, Product Development, Cross-functional Team..., Product Marketing, Strategy, Mobile Devices, Mobile Applications, User Experience, New Business Development, Marketing, Leadership, CRM, Management, Pricing, Program Management, Marketing Strategy, Analytics, Go-to-market Strategy, Strategic Partnerships, Competitive Analysis, HTML, Online Advertising, Windows, Project Management, Forecasting, Sales, PowerPoint, Roadmap, Microsoft Word, Product Lifecycle..., Social Media, Business Strategy, Access, Photoshop, Word, Microsoft Office, Excel, Outlook, User Interface, API, P&L, Hardware, Internet, Software, Microsoft Excel, Budgets
Education
UCLA Anderson School of Management 2015 — 2015
Retail Net Group - Certification, Retail Strategy
San Jose State University 2000 — 2003
B.S. Business Marketing, Web Marketing, Price and Product Strategy
De Anza College 1998 — 2000
Web Development, Database Creation
Stanford University
Continuing Education - Web Development
Micron Technology July 2014 - Present
Micron Technology July 2012 - July 2014
Tribal Brands March 2012 - July 2012
Medley February 2011 - January 2012
Diabetes Society Org October 2010 - September 2011
Smith Micro Software May 2010 - February 2011
Palm, Inc. September 2007 - June 2009
Lexar Media May 2006 - August 2007
AT&T Wirless/Cingular Wireless April 1999 - May 2006
Skills
Product Management, Product Development, Cross-functional Team..., Product Marketing, Strategy, Mobile Devices, Mobile Applications, User Experience, New Business Development, Marketing, Leadership, CRM, Management, Pricing, Program Management, Marketing Strategy, Analytics, Go-to-market Strategy, Strategic Partnerships, Competitive Analysis, HTML, Online Advertising, Windows, Project Management, Forecasting, Sales, PowerPoint, Roadmap, Microsoft Word, Product Lifecycle..., Social Media, Business Strategy, Access, Photoshop, Word, Microsoft Office, Excel, Outlook, User Interface, API, P&L, Hardware, Internet, Software, Microsoft Excel, Budgets
Education
UCLA Anderson School of Management 2015 — 2015
Retail Net Group - Certification, Retail Strategy
San Jose State University 2000 — 2003
B.S. Business Marketing, Web Marketing, Price and Product Strategy
De Anza College 1998 — 2000
Web Development, Database Creation
Stanford University
Continuing Education - Web Development
Elio Espinal Elio Espinal's Medley Experience September 2013 - Present
Job Head of IT at Medley
Industry Information Technology and Services
Experience
Medley September 2013 - Present
Investcorp November 2006 - July 2013
Goldman Sachs 1998 - 2005
Skills
Active Directory, Asset Management, Capital Markets, Citrix, Disaster Recovery, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor of Science, Computer Information System
Medley September 2013 - Present
Investcorp November 2006 - July 2013
Goldman Sachs 1998 - 2005
Skills
Active Directory, Asset Management, Capital Markets, Citrix, Disaster Recovery, Hedge Funds
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
Bachelor of Science, Computer Information System
Bridget Lancaster, PHR Bridget Lancaster, PHR's Medley Experience 2014 - Present
Job HR Manager at Medley
Industry Human Resources
Experience
Medley 2014 - Present
ShoreTel 2011 - 2014
Kinloch Holdings, Inc. 2007 - 2011
Hilb Rogal & Hobbs 2005 - 2007
Skills
Personnel Management, Human Resources, HRIS, Onboarding, Employee Relations, Employee Benefits, Benefits Administration, Talent Management, Policy, Payroll, Recruiting, Employee Engagement, Performance Management, Employment Law, Talent Acquisition
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.), General Arts & Sciences
College International de Cannes 1994 — 1994
Study Abroad Program, French Language
Medley 2014 - Present
ShoreTel 2011 - 2014
Kinloch Holdings, Inc. 2007 - 2011
Hilb Rogal & Hobbs 2005 - 2007
Skills
Personnel Management, Human Resources, HRIS, Onboarding, Employee Relations, Employee Benefits, Benefits Administration, Talent Management, Policy, Payroll, Recruiting, Employee Engagement, Performance Management, Employment Law, Talent Acquisition
Education
Penn State University 1991 — 1995
Bachelor of Arts (B.A.), General Arts & Sciences
College International de Cannes 1994 — 1994
Study Abroad Program, French Language
Courtney Warford's Medley Experience June 2014 - Present
Job Lead Female Vocalist at Hank Lane Entertainment
Industry
Experience
Medley June 2014 - Present
Hank Lane Entertainment October 2010 - Present
The Mermaid Oyster Bar April 2012 - February 2014
Notable May 2008 - August 2008
E3 Detroit 2005 - 2008
Skills
Musical Theatre, Entertainment, Bands, Singing, Stage, Vocal, Social Media, Event Planning, Social Networking
Education
Oakland University 2003 — 2007
BA, Musical Theatre
Medley June 2014 - Present
Hank Lane Entertainment October 2010 - Present
The Mermaid Oyster Bar April 2012 - February 2014
Notable May 2008 - August 2008
E3 Detroit 2005 - 2008
Skills
Musical Theatre, Entertainment, Bands, Singing, Stage, Vocal, Social Media, Event Planning, Social Networking
Education
Oakland University 2003 — 2007
BA, Musical Theatre
Jonathan Pritcher Jonathan Pritcher's Medley Experience July 2014 - Present
Job Associate at Medley
Industry Financial Services
Experience
Medley July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Imperial Capital, LLC July 2011 - September 2011
Cantor Fitzgerald October 2010 - December 2010
W Hotels March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Medley July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Imperial Capital, LLC July 2011 - September 2011
Cantor Fitzgerald October 2010 - December 2010
W Hotels March 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, ThomsonOne, Social Media, Series 63, Series 79, Series 7, Capital Markets, Finance, Analysis, Investment Banking, Microsoft Office, Financial Analysis, Financial Modeling, Microsoft Word, Corporate Finance, Leveraged Finance, Accounting, Data Analysis, Valuation
Education
UCLA 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Dan Smithwick Dan Smithwick's Medley Experience March 2014 - Present
Job Investment Analyst at Medley
Industry Investment Management
Experience
Medley March 2014 - Present
Financial Technology Partners 2013 - 2013
Jyväskylän seudun Jaguaarit 2012 - 2012
New Evolution Ventures 2011 - 2011
Education
Brown University 2008 — 2012
B.A., Economics, Philosophy
San Ramon Valley High School 2004 — 2008
Medley March 2014 - Present
Financial Technology Partners 2013 - 2013
Jyväskylän seudun Jaguaarit 2012 - 2012
New Evolution Ventures 2011 - 2011
Education
Brown University 2008 — 2012
B.A., Economics, Philosophy
San Ramon Valley High School 2004 — 2008
Burke Loeffler Burke Loeffler's Medley Experience January 2015 - Present
Job Senior Vice President at Medley
Industry Investment Management
Experience
Medley January 2015 - Present
Medley January 2014 - Present
Medley July 2013 - December 2013
Medley May 2012 - June 2013
D. E. Shaw & Co. December 2010 - May 2012
D. E. Shaw & Co. July 2006 - December 2010
Skills
Hedge Funds, Valuation, Equities, Private Equity, Bloomberg, Credit, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Alternative Investments, Fixed Income, Equity Research, LBO, Leveraged Finance, Derivatives, Asset Management, Corporate Finance, Emerging Markets, Business Valuation, Due Diligence, DCF, Securities, Investments, Financial Structuring, Corporate Development, Structured Finance, Portfolio Management, Mergers & Acquisitions, Investment Management, Docs
Education
Emory University 2002 — 2006
BBA, Finance, Management
Medley January 2015 - Present
Medley January 2014 - Present
Medley July 2013 - December 2013
Medley May 2012 - June 2013
D. E. Shaw & Co. December 2010 - May 2012
D. E. Shaw & Co. July 2006 - December 2010
Skills
Hedge Funds, Valuation, Equities, Private Equity, Bloomberg, Credit, Financial Analysis, Financial Modeling, Investment Banking, Capital Markets, Alternative Investments, Fixed Income, Equity Research, LBO, Leveraged Finance, Derivatives, Asset Management, Corporate Finance, Emerging Markets, Business Valuation, Due Diligence, DCF, Securities, Investments, Financial Structuring, Corporate Development, Structured Finance, Portfolio Management, Mergers & Acquisitions, Investment Management, Docs
Education
Emory University 2002 — 2006
BBA, Finance, Management
Michelle Soltys Michelle Soltys's Medley Experience May 2014 - Present
Job Managing Director at Medley
Industry Investment Management
Experience
Medley May 2014 - Present
Medley January 2012 - May 2014
Velum Global Credit Management, LLC 2009 - 2012
Arrow Financial Services LLC, a Sallie Mae Company 2003 - 2009
InstallShield Software Corporation 2000 - 2003
VMI Communication and Learning Systems, Inc. 1996 - 2000
Selden Fox, Ltd. 1993 - 1996
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Budgets, Tax, Consolidation, Strategic Planning, IFRS, Accounts Receivable, Accounts Payable, Portfolio Management, Management, Sarbanes-Oxley Act, Financial Analysis, Asset Management, Corporate Finance, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Leadership & Change Management
Trinity Christian College 1990 — 1993
BS, Accounting
Medley May 2014 - Present
Medley January 2012 - May 2014
Velum Global Credit Management, LLC 2009 - 2012
Arrow Financial Services LLC, a Sallie Mae Company 2003 - 2009
InstallShield Software Corporation 2000 - 2003
VMI Communication and Learning Systems, Inc. 1996 - 2000
Selden Fox, Ltd. 1993 - 1996
Skills
Financial Reporting, Accounting, Strategic Financial..., Finance, Budgets, Tax, Consolidation, Strategic Planning, IFRS, Accounts Receivable, Accounts Payable, Portfolio Management, Management, Sarbanes-Oxley Act, Financial Analysis, Asset Management, Corporate Finance, Executive Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1998 — 2000
MBA, Leadership & Change Management
Trinity Christian College 1990 — 1993
BS, Accounting
Steven Henke Steven Henke's Medley Experience 2012 - Present
Job
Industry Accounting
Experience
Medley 2012 - Present
Ernst & Young 2005 - 2012
Skills
CPA, Accounting, Financial Accounting, BDC, SEC filings, Financial Reporting, US GAAP, Securities Exchange Act..., 1940 Act, Year-end Close, Quarterly Reporting, Internal Controls, SOX 404, Sarbanes-Oxley Act, SSAE 16, SAS70, Hedge Funds, Private Equity, Mutual Funds, Fund Of Funds, Financial Modeling, Enterprise Valuation, DCF Valuation, Managerial Skills, Big 4, External Audit, Management Companies, EDGAR filings, Press Releases
Education
Fordham University
Bachelor's degree, Accounting
Medley 2012 - Present
Ernst & Young 2005 - 2012
Skills
CPA, Accounting, Financial Accounting, BDC, SEC filings, Financial Reporting, US GAAP, Securities Exchange Act..., 1940 Act, Year-end Close, Quarterly Reporting, Internal Controls, SOX 404, Sarbanes-Oxley Act, SSAE 16, SAS70, Hedge Funds, Private Equity, Mutual Funds, Fund Of Funds, Financial Modeling, Enterprise Valuation, DCF Valuation, Managerial Skills, Big 4, External Audit, Management Companies, EDGAR filings, Press Releases
Education
Fordham University
Bachelor's degree, Accounting
Jaysen Jacinto's Medley Experience July 2006 - May 2007
Job Cisco North American Operations Manager
Industry Computer & Network Security
Experience
Cisco May 2013 - Present
Cisco May 2012 - May 2013
Cisco Systems April 2010 - May 2012
Comcast Enterprise October 2008 - May 2010
Aerotek February 2008 - October 2008
Medley July 2006 - May 2007
Cisco Systems January 2006 - April 2006
Adobe Systems August 2003 - January 2006
Skills
Solution Selling, Account Management, Sales Process, CRM, Sales Operations, Cold Calling, Sales, Salesforce.com, Direct Sales, New Business Development, SaaS, Selling, Professional Services, Managed Services, VoIP, Lead Generation, Start-ups, Recruiting, Technical Recruiting, Cloud Computing, Business Development, Negotiation, Enterprise Software, Strategic Partnerships, Account Manager, CSE, Channel Partners, Unified Communications, Data Center, Cisco Technologies, Networking
Education
San Jose State University 2003 — 2006
B.A., Communications Minor in International Marketing
Heald College 1999 — 2001
Associates of Science, Networking Technology
Vallejo Sr High School
Cisco May 2013 - Present
Cisco May 2012 - May 2013
Cisco Systems April 2010 - May 2012
Comcast Enterprise October 2008 - May 2010
Aerotek February 2008 - October 2008
Medley July 2006 - May 2007
Cisco Systems January 2006 - April 2006
Adobe Systems August 2003 - January 2006
Skills
Solution Selling, Account Management, Sales Process, CRM, Sales Operations, Cold Calling, Sales, Salesforce.com, Direct Sales, New Business Development, SaaS, Selling, Professional Services, Managed Services, VoIP, Lead Generation, Start-ups, Recruiting, Technical Recruiting, Cloud Computing, Business Development, Negotiation, Enterprise Software, Strategic Partnerships, Account Manager, CSE, Channel Partners, Unified Communications, Data Center, Cisco Technologies, Networking
Education
San Jose State University 2003 — 2006
B.A., Communications Minor in International Marketing
Heald College 1999 — 2001
Associates of Science, Networking Technology
Vallejo Sr High School
Rich Craybas's Medley Experience May 2011 - Present
Job Principal at Medley
Industry Investment Management
Experience
Medley May 2011 - Present
PanAmerican Capital Partners 2009 - 2011
GE Antares Capital 2004 - 2009
GE Capital June 2002 - June 2004
Skills
Leveraged Finance, Private Equity, Acquisitions, Capital Markets, Structured Finance, Debt Restructuring, Corporate Finance, LBO, Distressed Debt, Credit, Deal Execution, Investment Management, Growth Capital, Mezzanine, Debt, Restructuring, Special Situations, Financial Modeling
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Penn State University 1997 — 2001
Medley May 2011 - Present
PanAmerican Capital Partners 2009 - 2011
GE Antares Capital 2004 - 2009
GE Capital June 2002 - June 2004
Skills
Leveraged Finance, Private Equity, Acquisitions, Capital Markets, Structured Finance, Debt Restructuring, Corporate Finance, LBO, Distressed Debt, Credit, Deal Execution, Investment Management, Growth Capital, Mezzanine, Debt, Restructuring, Special Situations, Financial Modeling
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Penn State University 1997 — 2001
Isaac Santillan's Medley Experience October 2006 - May 2007
Job Design Lead
Industry Design
Experience
Manage.com June 2013 - Present
Freelance June 2006 - June 2013
Stryker Neurovascular December 2012 - May 2013
FriendFinder Networks Inc. May 2007 - April 2009
Medley October 2006 - May 2007
Friend Finder Inc May 2006 - October 2006
Skills
Online Advertising, Graphic Design, Web Design, Online Marketing, Cinema 4D, Microsoft Office, Outlook, Adobe Creative Suite, Affiliate Marketing, SEO, Customer Service, Photoshop, Graphics, Logo Design, Photography, Layout
Education
The Art Institutes 2009 — 2012
Associate of Arts (AA), Graphic Design
College of San Mateo 2004 — 2006
certificate, web designer/ photography
Mexico University of Technology 1999 — 2002
Bachelor, Business Administracion
Manage.com June 2013 - Present
Freelance June 2006 - June 2013
Stryker Neurovascular December 2012 - May 2013
FriendFinder Networks Inc. May 2007 - April 2009
Medley October 2006 - May 2007
Friend Finder Inc May 2006 - October 2006
Skills
Online Advertising, Graphic Design, Web Design, Online Marketing, Cinema 4D, Microsoft Office, Outlook, Adobe Creative Suite, Affiliate Marketing, SEO, Customer Service, Photoshop, Graphics, Logo Design, Photography, Layout
Education
The Art Institutes 2009 — 2012
Associate of Arts (AA), Graphic Design
College of San Mateo 2004 — 2006
certificate, web designer/ photography
Mexico University of Technology 1999 — 2002
Bachelor, Business Administracion
Peter Burton's Medley Experience June 2014 - Present
Job Senior Vice President at Medley Capital
Industry Financial Services
Experience
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Medley June 2014 - Present
White Oak Merchant Partners, LLC February 2012 - June 2014
BTIG January 2010 - December 2011
Emporia Capital Management, LLC July 2006 - April 2009
The Royal Bank of Scotland plc May 2003 - July 2006
J.P. Morgan Securities Inc. August 2000 - November 2002
Skills
Portfolio Management, Financial Modeling, Due Diligence, Credit Analysis, Deal Structuring, Transaction, Valuation, Financial Analysis, Corporate Finance, Credit, Structuring, Deal Sourcing, Underwriting, Loans, Leveraged Finance, Capital Markets, LBO, Middle Market
Education
Queen's University 1996 — 2000
BComm, Business and Finance
Upper Canada College 1985 — 2000
Stephen Migdal's Medley Experience March 2014 - Present
Job Associate at Medley Capital
Industry Financial Services
Experience
Medley March 2014 - Present
Houlihan Lokey March 2013 - March 2014
Bank of America June 2011 - March 2013
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marshall School of Business
La Jolla Country Day School 2003 — 2007
High School Degree
Medley March 2014 - Present
Houlihan Lokey March 2013 - March 2014
Bank of America June 2011 - March 2013
Education
University of Southern California 2007 — 2011
Bachelor of Science (B.S.) Business Administration, Marshall School of Business
La Jolla Country Day School 2003 — 2007
High School Degree
Sam Anderson's Medley Experience June 2014 - Present
Job Senior Managing Director, Head of Capital Markets & Strategy at Medley
Industry Investment Management
Experience
Medley June 2014 - Present
Goldman Sachs May 2007 - June 2014
Bank of America May 2003 - May 2007
Citi August 2000 - May 2003
Skills
Investment Banking, Corporate Finance, Mergers, Financial Institutions, Capital Markets, Private Equity, Valuation, Financial Structuring, LBO, Emerging Markets, Equities, Financial Modeling, Securities, Fixed Income, M&A experience
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Carrabassett Valley Academy 1991 — 1994
Medley June 2014 - Present
Goldman Sachs May 2007 - June 2014
Bank of America May 2003 - May 2007
Citi August 2000 - May 2003
Skills
Investment Banking, Corporate Finance, Mergers, Financial Institutions, Capital Markets, Private Equity, Valuation, Financial Structuring, LBO, Emerging Markets, Equities, Financial Modeling, Securities, Fixed Income, M&A experience
Education
Bates College 1995 — 1999
Bachelor of Arts (B.A.), Economics
Carrabassett Valley Academy 1991 — 1994
Robert Leclerc's Medley Experience 2010 - 2014
Job Attorney at King and Spalding
Industry Law Practice
Experience
King and Spalding September 2005 - Present
Medley 2010 - 2014
Skills
Corporate Law
Education
Vanderbilt University Law School 2002 — 2005
JD, Law
Indiana University Bloomington 1998 — 2002
BS, Finance
Carmel High School
Loyola high school
King and Spalding September 2005 - Present
Medley 2010 - 2014
Skills
Corporate Law
Education
Vanderbilt University Law School 2002 — 2005
JD, Law
Indiana University Bloomington 1998 — 2002
BS, Finance
Carmel High School
Loyola high school
Dale Hersey's Medley Experience January 2015 - Present
Job Vice President at Medley
Industry Investment Management
Experience
Medley January 2015 - Present
Medley January 2014 - December 2014
Medley August 2012 - December 2013
Duff & Phelps July 2011 - August 2012
Booz Allen Hamilton August 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Business Valuation, Investments, Due Diligence, Equity Research, Economics, Private Equity, Hedge Funds, Capital IQ, Financial Reporting, Derivatives, DCF, Analysis
Education
George Mason University
B.S., Finance, Magna Cum Laude
Medley January 2015 - Present
Medley January 2014 - December 2014
Medley August 2012 - December 2013
Duff & Phelps July 2011 - August 2012
Booz Allen Hamilton August 2010 - December 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Equities, Business Valuation, Investments, Due Diligence, Equity Research, Economics, Private Equity, Hedge Funds, Capital IQ, Financial Reporting, Derivatives, DCF, Analysis
Education
George Mason University
B.S., Finance, Magna Cum Laude
Theodore Knoop's Medley Experience March 2014 - Present
Job VP of Compliance at Medley
Industry Financial Services
Experience
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa
Medley March 2014 - Present
Wellington Shields August 2012 - March 2014
John Thomas Financial January 2010 - December 2011
Capital One 2007 - 2010
Morgan Stanley March 2007 - August 2007
Skills
Series 7, 63, 24, 65,..., Series 63, Series 24, Series 7, Securities, FINRA, Bank Secrecy Act, Asset Management, Investments, Investment Advisory, SEC, Trading, Wealth Management, Retirement Planning, Securities Regulation, Equities, Mutual Funds, Capital Markets, Financial Services, AML, Financial Risk, Investment Strategies
Education
Colorado State University 1993 — 1998
liberal Arts, Social Sciences
Ponderosa