Merrill Lynch Investment Banking
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Merrill Lynch Investment Banking Employees
Employee
Years
Job
Industry
Matt Sodl Matt Sodl's Merrill Lynch Investment Banking Experience 1997 - 2001
Job Founding Partner, President and Managing Director at Innovation Capital
Industry Investment Banking
Experience
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Innovation Capital, LLC January 2004 - Present
Murphy Noell Capital June 2001 - December 2003
Merrill Lynch January 1997 - May 2001
Merrill Lynch Investment Banking 1997 - 2001
Schroder Wertheim 1994 - 1997
Skills
Valuation, Investment Banking, Mergers, Corporate Finance, Restructuring, Capital, Debt, Private Equity, Mezzanine, LBO, Private Placements, Leveraged Finance, Financial Modeling, Due Diligence, Structuring, Financial Analysis, Recapitalizations, Start-ups, Structured Finance, Corporate Development, Hedge Funds, Capital Markets, Divestitures, High Yield, Equities, Business Planning, Capital Structure, Buyouts, Real Estate Finance, Alternative Investments, Entrepreneur, Credit, Deal Structuring, Executive Management, M&A experience, Joint Ventures, Real Estate Development, Business Valuation, New Business Development, Funding, Strategic Planning
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Arts, Economics
Whitehall 1981 — 1984
Nathan Chandrasekaran Nathan Chandrasekaran's Merrill Lynch Investment Banking Experience August 2005 - September 2007
Job
Industry Venture Capital & Private Equity
Experience
TZP Group September 2007 - Present
Snap Fitness (Lift Brands) December 2013 - Present
BQ Resorts April 2013 - Present
The Dwyer Group December 2010 - Present
DLT Solutions October 2009 - Present
Merrill Lynch - Investment Banking August 2005 - September 2007
Incode Wireless September 2001 - September 2003
Braxton Associates September 1999 - September 2001
Skills
Private Equity, Strategy, Start-ups, Investments, Investment Banking, Leadership, Venture Capital, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Development, Consulting, Capital Markets, Equities
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Bowdoin College 1995 — 1999
BA
Ward Melville 1991 — 1995
TZP Group September 2007 - Present
Snap Fitness (Lift Brands) December 2013 - Present
BQ Resorts April 2013 - Present
The Dwyer Group December 2010 - Present
DLT Solutions October 2009 - Present
Merrill Lynch - Investment Banking August 2005 - September 2007
Incode Wireless September 2001 - September 2003
Braxton Associates September 1999 - September 2001
Skills
Private Equity, Strategy, Start-ups, Investments, Investment Banking, Leadership, Venture Capital, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Corporate Development, Consulting, Capital Markets, Equities
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
Bowdoin College 1995 — 1999
BA
Ward Melville 1991 — 1995
Steve Shashy Steve Shashy's Merrill Lynch Investment Banking Experience May 2008 - March 2009
Job University of Virginia School of Law, J.D., 2015
Industry Law Practice
Experience
University of Virginia School of Law May 2015 - Present
UVA School of Law August 2012 - May 2015
Virginia Tax Review February 2014 - April 2015
Latham & Watkins May 2014 - July 2014
Office of the Northwestern District Attorney June 2012 - August 2012
Amherst College March 2009 - August 2012
Merrill Lynch Investment Banking May 2008 - March 2009
Education
Amherst College 2004 — 2008
Bachelor of Arts (BA), English, Economics
Potomac School 2000 — 2004
University of Virginia School of Law May 2015 - Present
UVA School of Law August 2012 - May 2015
Virginia Tax Review February 2014 - April 2015
Latham & Watkins May 2014 - July 2014
Office of the Northwestern District Attorney June 2012 - August 2012
Amherst College March 2009 - August 2012
Merrill Lynch Investment Banking May 2008 - March 2009
Education
Amherst College 2004 — 2008
Bachelor of Arts (BA), English, Economics
Potomac School 2000 — 2004
Sean Gallagher Sean Gallagher's Merrill Lynch Investment Banking Experience August 2001 - December 2008
Job Chief Financial Officer at International Raw Materials Ltd.
Industry Chemicals
Experience
International Raw Materials Ltd. June 2013 - Present
GBH Advisors LLC December 2012 - June 2013
UBS Investment Bank September 2011 - November 2012
Bank of America Merrill Lynch Invesment Banking January 2009 - September 2011
Merrill Lynch Investment Banking August 2001 - December 2008
International Raw Materials Ltd. August 1994 - August 1999
Skills
High Yield, LBO, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Equities, Securitization, Emerging Markets, Structured Finance, Private Equity, Financial Structuring, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Trading, IPO, Bonds, Investments, Derivatives, Corporate Finance, Credit Analysis, Leveraged Finance, Venture Capital, Bloomberg, CFOs, Investment Banking, Treasury
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
University of Pennsylvania 1991 — 1994
BA, Economics, Classical Studies
Delbarton School
International Raw Materials Ltd. June 2013 - Present
GBH Advisors LLC December 2012 - June 2013
UBS Investment Bank September 2011 - November 2012
Bank of America Merrill Lynch Invesment Banking January 2009 - September 2011
Merrill Lynch Investment Banking August 2001 - December 2008
International Raw Materials Ltd. August 1994 - August 1999
Skills
High Yield, LBO, Alternative Investments, Fixed Income, Hedge Funds, Capital Markets, Equities, Securitization, Emerging Markets, Structured Finance, Private Equity, Financial Structuring, Valuation, Mergers & Acquisitions, Finance, Due Diligence, Financial Modeling, Trading, IPO, Bonds, Investments, Derivatives, Corporate Finance, Credit Analysis, Leveraged Finance, Venture Capital, Bloomberg, CFOs, Investment Banking, Treasury
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Finance and Strategy
University of Pennsylvania 1991 — 1994
BA, Economics, Classical Studies
Delbarton School
Michelle Cowin-Mensah Michelle Cowin-Mensah's Merrill Lynch Investment Banking Experience October 2006 - January 2009
Job Doctoral Candidate Bowling Green State University
Industry Higher Education
Experience
Bowling Green State University August 2012 - Present
Bowling Green State University August 2012 - Present
Bowling Green State University August 2011 - May 2012
Bank of America March 2009 - August 2011
Life as a Lemon Productions March 2007 - January 2010
FilmWoman NYC November 2008 - July 2009
Merrill Lynch, Investment Banking October 2006 - January 2009
E! Entertainment Television July 2005 - August 2006
Skills
Entertainment, Theatre, Film, Process Scheduler, Event Planning, Editing, Social Networking, Social Media, Blogging, Directing, Event Management, Public Speaking, Producing, Non-profits, Film Production, Leadership, Music, Journalism, Television
Education
Bowling Green State University 2011 — 2015
Doctor of Philosophy (PhD), Theatre/Theatre Arts Management
University of California, Berkeley 2002 — 2005
Masters of Fine Arts, Drama Education
Western Michigan University 1997 — 2001
Bachelor of Arts, Theatre Education
Bowling Green State University August 2012 - Present
Bowling Green State University August 2012 - Present
Bowling Green State University August 2011 - May 2012
Bank of America March 2009 - August 2011
Life as a Lemon Productions March 2007 - January 2010
FilmWoman NYC November 2008 - July 2009
Merrill Lynch, Investment Banking October 2006 - January 2009
E! Entertainment Television July 2005 - August 2006
Skills
Entertainment, Theatre, Film, Process Scheduler, Event Planning, Editing, Social Networking, Social Media, Blogging, Directing, Event Management, Public Speaking, Producing, Non-profits, Film Production, Leadership, Music, Journalism, Television
Education
Bowling Green State University 2011 — 2015
Doctor of Philosophy (PhD), Theatre/Theatre Arts Management
University of California, Berkeley 2002 — 2005
Masters of Fine Arts, Drama Education
Western Michigan University 1997 — 2001
Bachelor of Arts, Theatre Education
Teresina Tenorio Teresina Tenorio's Merrill Lynch Investment Banking Experience January 2005 - March 2009
Job Executive Assistant with expertise within wealth management companies to entrepreneurial business.
Industry Investment Banking
Experience
Career Resources 2009 - 2011
Merrill Lynch Investment Banking January 2005 - March 2009
CommerceNet 2009 - 2009
Full Bloom Baking Co October 2003 - December 2004
Big Brother Protective Services September 2002 - May 2003
Bank of America May 2000 - February 2002
Parkmerced Management Corp. July 1994 - July 1997
Education
City College of San Francisco
Associate of Arts; Bachelors Degree
Career Resources 2009 - 2011
Merrill Lynch Investment Banking January 2005 - March 2009
CommerceNet 2009 - 2009
Full Bloom Baking Co October 2003 - December 2004
Big Brother Protective Services September 2002 - May 2003
Bank of America May 2000 - February 2002
Parkmerced Management Corp. July 1994 - July 1997
Education
City College of San Francisco
Associate of Arts; Bachelors Degree
Dayna English Dayna English's Merrill Lynch Investment Banking Experience 1990 - 2008
Job Mathematics Teacher at the Urban Assembly School for Desgin and Construction
Industry Education Management
Experience
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Humanities II New Visions Charter July 2014 - Present
Sarah T. Reed November 2012 - July 2014
Carver Collegiate Academy July 2012 - December 2012
Kipp Renaissance High School August 2011 - August 2012
KIPP New Orleans 2011 - 2012
The City of New York - Department of Education August 2008 - August 2011
Merrill Lynch September 2005 - August 2008
Merrill Lynch 1990 - 2008
Merrill Lynch Investment Banking 1990 - 2008
Citigroup January 2000 - January 2006
Skills
Management Consulting, International..., Spanish & Portuguese
Education
Lehigh University 2014 — 2015
Master’s Degree, UPAL - Urban Principal's Academy at Lehigh University
Fordham University 2008 — 2010
M.A, Education; Secondary Mathematics
Columbia University 1990 — 1991
Masters, Business Administration - Finance
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Universidad de Madrid 1978 — 1980
B.A, Economics and Spanish
1990Columbia University
M.B.A./M.A, International Affairs/Economics
middle and high school 1968 — 1975
Honors Program, International Finance and Law and Economics
Alexander Virtue's Merrill Lynch Investment Banking Experience 1999 - 2009
Job Managing Director, Investment Banking at Eastdil Secured / Wells Fargo Securities
Industry Real Estate
Experience
Eastdil Secured / Wells Fargo Securities January 2010 - Present
Lowe Enterprises February 2009 - January 2010
Merrill Lynch - Investment Banking 1999 - 2009
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance, Real Estate
University of California, San Diego 1986 — 1990
BA, Political Science
Eastdil Secured / Wells Fargo Securities January 2010 - Present
Lowe Enterprises February 2009 - January 2010
Merrill Lynch - Investment Banking 1999 - 2009
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance, Real Estate
University of California, San Diego 1986 — 1990
BA, Political Science
Charles Ashby Lewis Charles Ashby Lewis's Merrill Lynch Investment Banking Experience 1970 - 2004
Job Chairman, LewisSebring Family Foundation
Industry Philanthropy
Experience
Lewis-Sebring Family Foundation 1999 - Present
Merrill Lynch Investment Banking 1970 - 2004
Skills
Non-profits, Charities, Philanthropy, Fundraising, Venture Philanthropy, Investment Banking, Venture Capital, Higher Education, Educational Leadership, Elementary Education, Secondary Education, Grants, Nonprofits, Volunteer Management, Entrepreneurship, Social Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1964 — 1966
MBA
Amherst College 1960 — 1964
BA
Lewis-Sebring Family Foundation 1999 - Present
Merrill Lynch Investment Banking 1970 - 2004
Skills
Non-profits, Charities, Philanthropy, Fundraising, Venture Philanthropy, Investment Banking, Venture Capital, Higher Education, Educational Leadership, Elementary Education, Secondary Education, Grants, Nonprofits, Volunteer Management, Entrepreneurship, Social Entrepreneurship
Education
University of Pennsylvania - The Wharton School 1964 — 1966
MBA
Amherst College 1960 — 1964
BA
Chitra Hota's Merrill Lynch Investment Banking Experience March 1997 - April 2009
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch Wealth Management April 2011 - June 2015
CRH Value Consultants LLC December 2008 - March 2011
Merrill Lynch Investment Banking March 1997 - April 2009
Skills
SDLC, Integration, Business Intelligence, Business Analysis, Software Development, Requirements Gathering, Management, Sourcing, SOA, Outsourcing, Application Architecture, Business Process..., Start-ups, Resource Allocation, Investment Banking, Cloud Computing, Process Improvement, Building Leadership..., Budget Forecasts, Legacy Modernization, Legacy System Conversion
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree
Morgan Stanley Wealth Management June 2015 - Present
Merrill Lynch Wealth Management April 2011 - June 2015
CRH Value Consultants LLC December 2008 - March 2011
Merrill Lynch Investment Banking March 1997 - April 2009
Skills
SDLC, Integration, Business Intelligence, Business Analysis, Software Development, Requirements Gathering, Management, Sourcing, SOA, Outsourcing, Application Architecture, Business Process..., Start-ups, Resource Allocation, Investment Banking, Cloud Computing, Process Improvement, Building Leadership..., Budget Forecasts, Legacy Modernization, Legacy System Conversion
Education
Birla Institute of Technology & Science, Pilani
Bachelor’s Degree
Carol Jeppesen Carol Jeppesen's Merrill Lynch Investment Banking Experience 1999 - 2005
Job
Industry Financial Services
Experience
Principles for Responsible Investment September 2015 - Present
Goldman Sachs Investment Management January 2015 - May 2015
Octagonal Capital November 2009 - December 2012
Merrill Lynch Investment Banking 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Private Equity, Investment Banking, Investments, Mergers, Marketing Strategy, Marketing Communications, Relationship Marketing, Business Relationship..., Relationship Development, Financial Markets, Financial Advisory, Alternative Investments, Commodities, Higher Education, Investor Relations, Institutional Investors, Endowments, Endowment Funds, Foundations, Relationship Management, Commercial Banking, Cross Selling, Cross-functional Team..., Acquisitions, Music, Singing, Vocalist, Commodity, Emerging Markets, Fixed Income, Venture Capital, Mergers & Acquisitions, Business Development, Trading, Structured Products, Investment Strategies, Banking, Fund Of Funds, Derivatives, Financial Structuring, Capital Markets, Middle East, international marketing, Admissions Counseling, geopolitics, impact investing, non-profit fund..., Investment Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Boston University 1993 — 1997
Dual degrees: BS (cum laude) BA (cum laude)
Juilliard School
Lycée Blaise-Pascal, Brie-Comte-Robert, France
Scituate High School, Scituate, MA
Principles for Responsible Investment September 2015 - Present
Goldman Sachs Investment Management January 2015 - May 2015
Octagonal Capital November 2009 - December 2012
Merrill Lynch Investment Banking 1999 - 2005
Merrill Lynch 1997 - 1999
Skills
Hedge Funds, Private Equity, Investment Banking, Investments, Mergers, Marketing Strategy, Marketing Communications, Relationship Marketing, Business Relationship..., Relationship Development, Financial Markets, Financial Advisory, Alternative Investments, Commodities, Higher Education, Investor Relations, Institutional Investors, Endowments, Endowment Funds, Foundations, Relationship Management, Commercial Banking, Cross Selling, Cross-functional Team..., Acquisitions, Music, Singing, Vocalist, Commodity, Emerging Markets, Fixed Income, Venture Capital, Mergers & Acquisitions, Business Development, Trading, Structured Products, Investment Strategies, Banking, Fund Of Funds, Derivatives, Financial Structuring, Capital Markets, Middle East, international marketing, Admissions Counseling, geopolitics, impact investing, non-profit fund..., Investment Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Boston University 1993 — 1997
Dual degrees: BS (cum laude) BA (cum laude)
Juilliard School
Lycée Blaise-Pascal, Brie-Comte-Robert, France
Scituate High School, Scituate, MA
Carolyn Jones Carolyn Jones's Merrill Lynch Investment Banking Experience 1987 - 1991
Job Ethics Professor/Priest
Industry Higher Education
Experience
Christ Church, Fitchburg September 2012 - Present
Christ Church, Fitchburg 2012 - 2012
Purdue University Calumet January 2004 - December 2010
St. Paul Church March 2003 - August 2010
Diocese of Northern Indiana 2002 - 2010
St. John's Mercy Health Care September 1999 - September 2001
All Saints' Parish November 1994 - June 1997
Christ Church Cathedral, St Louis, MO August 1991 - November 1994
Merrill Lynch Investment Banking 1987 - 1991
First National Bank of Chicago January 1973 - March 1976
Skills
Teaching, Music, Administration, Public Speaking, Fundraising, Nonprofits, Religion, Social Media, Theology, Training, Event Planning, Volunteer Management, Community Outreach, Church Events, Editing
Education
The Episcopal Divinity School 1982 — 1985
M.Div, Scripture, Moral Theology
Arcadia University 1967 — 1971
BA, History-Government
Christ Church, Fitchburg September 2012 - Present
Christ Church, Fitchburg 2012 - 2012
Purdue University Calumet January 2004 - December 2010
St. Paul Church March 2003 - August 2010
Diocese of Northern Indiana 2002 - 2010
St. John's Mercy Health Care September 1999 - September 2001
All Saints' Parish November 1994 - June 1997
Christ Church Cathedral, St Louis, MO August 1991 - November 1994
Merrill Lynch Investment Banking 1987 - 1991
First National Bank of Chicago January 1973 - March 1976
Skills
Teaching, Music, Administration, Public Speaking, Fundraising, Nonprofits, Religion, Social Media, Theology, Training, Event Planning, Volunteer Management, Community Outreach, Church Events, Editing
Education
The Episcopal Divinity School 1982 — 1985
M.Div, Scripture, Moral Theology
Arcadia University 1967 — 1971
BA, History-Government
John Galaviz's Merrill Lynch Investment Banking Experience 1997 - 2002
Job Chief Financial Officer at Answer Financial
Industry Financial Services
Experience
Answer Financial Inc. July 2012 - Present
Symetra Financial Corporation (NYSE: SYA) 2006 - 2012
The May Trust/Liberty Bankers Life Insurance Company 2005 - 2006
Ashley Music Group February 2003 - August 2004
Merrill Lynch Investment Banking 1997 - 2002
Enron 1996 - 1996
Dillon Read & Co. July 1994 - September 1995
Lehman Brothers, Inc. July 1992 - July 1994
Skills
Mergers & Acquisitions, IPO, Corporate Finance, Valuation, Strategy, Investments, Due Diligence, Start-ups, Strategic Planning, Finance, Investment Banking, Corporate Development, Entrepreneurship, Mergers, Financial Analysis, Business Strategy, Business Development, Executive Management, Insurance, Capital Markets, Financial Services, Fundraising, Financial Modeling, Venture Capital, Equities, Financial Structuring, Financial Reporting, Business Planning, 401k, Fixed Income, Strategic Financial..., Sarbanes-Oxley Act, Capital Structure, Oil&Gas, Healthcare, Business Plan..., Business Services, Accounting, SOX Compliancy, Financial Variance..., Employee Benefits, Private Placements, SEC filings, Corporate Real Estate, Call Centers, Sales Operations, Management, Leadership, Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
BA, Economics
Answer Financial Inc. July 2012 - Present
Symetra Financial Corporation (NYSE: SYA) 2006 - 2012
The May Trust/Liberty Bankers Life Insurance Company 2005 - 2006
Ashley Music Group February 2003 - August 2004
Merrill Lynch Investment Banking 1997 - 2002
Enron 1996 - 1996
Dillon Read & Co. July 1994 - September 1995
Lehman Brothers, Inc. July 1992 - July 1994
Skills
Mergers & Acquisitions, IPO, Corporate Finance, Valuation, Strategy, Investments, Due Diligence, Start-ups, Strategic Planning, Finance, Investment Banking, Corporate Development, Entrepreneurship, Mergers, Financial Analysis, Business Strategy, Business Development, Executive Management, Insurance, Capital Markets, Financial Services, Fundraising, Financial Modeling, Venture Capital, Equities, Financial Structuring, Financial Reporting, Business Planning, 401k, Fixed Income, Strategic Financial..., Sarbanes-Oxley Act, Capital Structure, Oil&Gas, Healthcare, Business Plan..., Business Services, Accounting, SOX Compliancy, Financial Variance..., Employee Benefits, Private Placements, SEC filings, Corporate Real Estate, Call Centers, Sales Operations, Management, Leadership, Analysis
Education
Stanford University Graduate School of Business
Master of Business Administration (MBA), Business Administration and Management, General
University of Michigan
BA, Economics
Ketan Parikh's Merrill Lynch Investment Banking Experience June 2002 - August 2002
Job Vice President at BMO Financial Group
Industry Banking
Experience
BMO Financial Group July 2013 - Present
GE Capital - Healthcare Financial Services September 2005 - July 2013
Mubadala GE Capital JV January 2011 - June 2011
GE Capital - Corporate Financial Services June 2003 - August 2005
Merrill Lynch - Investment Banking June 2002 - August 2002
Morgan Stanley - Equity Financing Services May 2001 - August 2001
Peoples Energy Services 2000 - 2000
Skills
Private Equity, Equities, Investments, Healthcare, Debt, Leveraged Finance, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Risk Management, Mergers, Due Diligence, Structured Finance, International Business, Capital Markets, Credit Analysis, LBO, Restructuring, Underwriting, Deal Structuring, Credit, Banking, Risk, Mergers & Acquisitions, Financial Risk, Finance, Financial Structuring, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management & Strategy, Finance, International Business
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors of Science degree, Finance, GPA: 3.99/4.00, Highest Honors
City University London 2001 — 2001
BMO Financial Group July 2013 - Present
GE Capital - Healthcare Financial Services September 2005 - July 2013
Mubadala GE Capital JV January 2011 - June 2011
GE Capital - Corporate Financial Services June 2003 - August 2005
Merrill Lynch - Investment Banking June 2002 - August 2002
Morgan Stanley - Equity Financing Services May 2001 - August 2001
Peoples Energy Services 2000 - 2000
Skills
Private Equity, Equities, Investments, Healthcare, Debt, Leveraged Finance, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Portfolio Management, Risk Management, Mergers, Due Diligence, Structured Finance, International Business, Capital Markets, Credit Analysis, LBO, Restructuring, Underwriting, Deal Structuring, Credit, Banking, Risk, Mergers & Acquisitions, Financial Risk, Finance, Financial Structuring, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Management & Strategy, Finance, International Business
University of Illinois at Urbana-Champaign 1999 — 2003
Bachelors of Science degree, Finance, GPA: 3.99/4.00, Highest Honors
City University London 2001 — 2001
Rob Schmiedeler's Merrill Lynch Investment Banking Experience July 1988 - July 1999
Job Partner at Tango, a private investment company
Industry Financial Services
Experience
Tango, a private investment company June 2006 - Present
ICG Communications July 2004 - June 2006
ServiceMagic March 2000 - March 2001
Merrill Lynch Investment Banking July 1988 - July 1999
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance
Bradley University 1984 — 1988
Bachelor of Science (BS), Finance
Tango, a private investment company June 2006 - Present
ICG Communications July 2004 - June 2006
ServiceMagic March 2000 - March 2001
Merrill Lynch Investment Banking July 1988 - July 1999
Education
Northwestern University - Kellogg School of Management 1990 — 1991
MBA, Finance
Bradley University 1984 — 1988
Bachelor of Science (BS), Finance
Barry Blake's Merrill Lynch Investment Banking Experience 2001 - 2004
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Guggenheim Partners September 2014 - Present
Citigroup January 2010 - September 2014
JPMorgan March 2007 - January 2010
Merrill Lynch Investment Banking 2001 - 2004
Morgan Stanley 1997 - 2000
Skills
Mergers, Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Corporate Development, Emerging Markets, Capital Markets, Mergers & Acquisitions, Due Diligence, Hedge Funds, Corporate Finance, Venture Capital, Alternative Investments
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
Ted Davies's Merrill Lynch Investment Banking Experience May 1993 - May 1996
Job Managing Director at Reicon Capital, LLC
Industry Financial Services
Experience
Reicon Capital, LLC March 2000 - Present
BancBoston Robertson Stephens May 1998 - February 2000
Lehman Brothers May 1996 - May 1998
Merrill Lynch Investment Banking May 1993 - May 1996
US Navy August 1989 - August 1991
Unites States Navy June 1986 - August 1989
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
Reicon Capital, LLC March 2000 - Present
BancBoston Robertson Stephens May 1998 - February 2000
Lehman Brothers May 1996 - May 1998
Merrill Lynch Investment Banking May 1993 - May 1996
US Navy August 1989 - August 1991
Unites States Navy June 1986 - August 1989
Education
Columbia Business School 1991 — 1993
Master of Business Administration (MBA), Finance
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
David C. Jacobs's Merrill Lynch Investment Banking Experience June 1999 - April 2009
Job Sr. Director, Strategic Development at Raytheon Missile Systems
Industry Defense & Space
Experience
Raytheon March 2013 - Present
AAR CORP. June 2009 - March 2013
Merrill Lynch Investment Banking June 1999 - April 2009
Skills
Mergers, Acquisitions, Divestitures, Joint Ventures, Strategic Planning, Business Strategy, Competitive Analysis, Business Valuation, Financial Analysis, Investment Banking, Investor Relations, Corporate Communications, Capital Structure, Acquisition Integration, Performance Benchmarking, Transaction Management, Project Management, Negotiation, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Structuring, Corporate Finance, Due Diligence, Strategy, Restructuring
Education
University of Cambridge 1996 — 1999
MA, Economics
University of Pennsylvania - The Wharton School 2002 — 2002
Investment Banking Certificate, Business
Raytheon March 2013 - Present
AAR CORP. June 2009 - March 2013
Merrill Lynch Investment Banking June 1999 - April 2009
Skills
Mergers, Acquisitions, Divestitures, Joint Ventures, Strategic Planning, Business Strategy, Competitive Analysis, Business Valuation, Financial Analysis, Investment Banking, Investor Relations, Corporate Communications, Capital Structure, Acquisition Integration, Performance Benchmarking, Transaction Management, Project Management, Negotiation, Mergers & Acquisitions, Capital Markets, Private Equity, Financial Structuring, Corporate Finance, Due Diligence, Strategy, Restructuring
Education
University of Cambridge 1996 — 1999
MA, Economics
University of Pennsylvania - The Wharton School 2002 — 2002
Investment Banking Certificate, Business
Brian Pitkin's Merrill Lynch Investment Banking Experience July 2000 - July 2002
Job Managing Member at URI Capital Management
Industry Financial Services
Experience
URI Capital Management and URI Advisory February 2007 - Present
The DeNovo Group January 2008 - March 2012
Ulrich Chemical October 2003 - April 2008
The Edgewater Funds July 2002 - October 2003
Merrill Lynch Investment Banking July 2000 - July 2002
Skills
Structuring, Private Equity, Debt, Dispositions, Mergers, Due Diligence, Private Placements, Divestitures, Valuation, Corporate Finance, Business Strategy, Financial Modeling, Investment Banking, Financial Analysis, Restructuring, Investments, Small Business, Asset Management, Capital Markets, Executive Management, Disposition, Mergers & Acquisitions, Venture Capital, Financial Structuring, Strategy, Business Valuation, Alternative Investments, Portfolio Management, Finance, Mutual Funds, Leveraged Finance, Equities, Hedge Funds, M&A experience, Capital, DCF, Financial Advisory, Angel Investing, Deal Sourcing
Education
Indiana University Bloomington
Bachelor's degree, Finance
URI Capital Management and URI Advisory February 2007 - Present
The DeNovo Group January 2008 - March 2012
Ulrich Chemical October 2003 - April 2008
The Edgewater Funds July 2002 - October 2003
Merrill Lynch Investment Banking July 2000 - July 2002
Skills
Structuring, Private Equity, Debt, Dispositions, Mergers, Due Diligence, Private Placements, Divestitures, Valuation, Corporate Finance, Business Strategy, Financial Modeling, Investment Banking, Financial Analysis, Restructuring, Investments, Small Business, Asset Management, Capital Markets, Executive Management, Disposition, Mergers & Acquisitions, Venture Capital, Financial Structuring, Strategy, Business Valuation, Alternative Investments, Portfolio Management, Finance, Mutual Funds, Leveraged Finance, Equities, Hedge Funds, M&A experience, Capital, DCF, Financial Advisory, Angel Investing, Deal Sourcing
Education
Indiana University Bloomington
Bachelor's degree, Finance
Allen Bouch's Merrill Lynch Investment Banking Experience 1988 - 1996
Job Investment Banking Professional
Industry Investment Banking
Experience
UBS Investment Bank 2009 - Present
Citi, Citigroup, Citigroup Global Markets 1996 - 2009
Merrill Lynch Investment Banking 1988 - 1996
Touche Ross & Co. 1982 - 1986
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Claremont McKenna College 1978 — 1982
A.B., Economics
UBS Investment Bank 2009 - Present
Citi, Citigroup, Citigroup Global Markets 1996 - 2009
Merrill Lynch Investment Banking 1988 - 1996
Touche Ross & Co. 1982 - 1986
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Claremont McKenna College 1978 — 1982
A.B., Economics
Edward Koehler's Merrill Lynch Investment Banking Experience February 1984 - February 1989
Job EVP at FabreKramer Pharmaceuticals
Industry Pharmaceuticals
Experience
Fabre-Kramer Pharmaceuticals January 2005 - Present
GulfStar Group 1991 - 2005
Donaldson, Lufkin & Jenrette June 1989 - March 1991
Merrill Lynch Investment Banking February 1984 - February 1989
Rotan Mosle, Inc. July 1980 - February 1984
Skills
General Management, Financial Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Venture Capital, New Venture Development, Private Equity, Public Capital Raising, Information Technology, Technology Management, Pharmaceutical Industry, Energy Exploration &..., Energy Services, Licensing Agreements..., Intellectual Property, Business Valuation, Strategic Planning
Education
Harvard Business School 1978 — 1980
MBA
Rice University 1969 — 1974
BS, MEE, Electrical and Electronics Engineering, BioEngineering
Fabre-Kramer Pharmaceuticals January 2005 - Present
GulfStar Group 1991 - 2005
Donaldson, Lufkin & Jenrette June 1989 - March 1991
Merrill Lynch Investment Banking February 1984 - February 1989
Rotan Mosle, Inc. July 1980 - February 1984
Skills
General Management, Financial Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Venture Capital, New Venture Development, Private Equity, Public Capital Raising, Information Technology, Technology Management, Pharmaceutical Industry, Energy Exploration &..., Energy Services, Licensing Agreements..., Intellectual Property, Business Valuation, Strategic Planning
Education
Harvard Business School 1978 — 1980
MBA
Rice University 1969 — 1974
BS, MEE, Electrical and Electronics Engineering, BioEngineering
Caroline Schindler's Merrill Lynch Investment Banking Experience August 1989 - October 1989
Job multicultural lateral thinker
Industry Think Tanks
Experience
diverse Projekte und Interimjobs April 2006 - 2010
Donau Chemie 2002 - 2006
ASP Consulting 1999 - 2002
Cyrillus March 1997 - December 1997
General Motors Europe January 1992 - August 1994
Merrill Lynch Investment Banking August 1989 - October 1989
Skills
Financial Controlling, Management Consulting, Mergers & Acquisitions, Business Strategy, Business Planning, Change Management, Strategy, Strategic Planning, Business Development, Restructuring, New Business Development
Education
The New School 2014 — 2014
Summer Writers Colony
Institut francais de la mode 1994 — 1995
post-graduate in fashion, luxury and design management
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1989 — 1991
lic.oec.HSG, Finanz- und Rechnungswesen
Universidad Complutense de Madrid 1989 — 1989
Diplom der Spanischen Handelskammer
Harvard University 1988 — 1989
2 Mal Summerschool, Business Case Study Program, Intensive English
Wirtschaftsuniversität Wien 1986 — 1988
Vordiplom Handelswissenschaft
diverse Projekte und Interimjobs April 2006 - 2010
Donau Chemie 2002 - 2006
ASP Consulting 1999 - 2002
Cyrillus March 1997 - December 1997
General Motors Europe January 1992 - August 1994
Merrill Lynch Investment Banking August 1989 - October 1989
Skills
Financial Controlling, Management Consulting, Mergers & Acquisitions, Business Strategy, Business Planning, Change Management, Strategy, Strategic Planning, Business Development, Restructuring, New Business Development
Education
The New School 2014 — 2014
Summer Writers Colony
Institut francais de la mode 1994 — 1995
post-graduate in fashion, luxury and design management
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1989 — 1991
lic.oec.HSG, Finanz- und Rechnungswesen
Universidad Complutense de Madrid 1989 — 1989
Diplom der Spanischen Handelskammer
Harvard University 1988 — 1989
2 Mal Summerschool, Business Case Study Program, Intensive English
Wirtschaftsuniversität Wien 1986 — 1988
Vordiplom Handelswissenschaft
Lina Rozman's Merrill Lynch Investment Banking Experience January 1995 - March 1997
Job Computer Software Professional
Industry Computer Software
Experience
McKinsey & Company January 1997 - January 2009
McKinsey & Company 1997 - 2009
McKinsey and Co January 1997 - November 1997
Merrill Lynch Investment Banking January 1995 - March 1997
Fitch Investor 1997 - 1997
Polytechnic University March 1992 - January 1995
Education
New York University - Polytechnic School of Engineering 1990 — 1993
BS, Computer Science
Polytechnic
BS, Computer Science
McKinsey & Company January 1997 - January 2009
McKinsey & Company 1997 - 2009
McKinsey and Co January 1997 - November 1997
Merrill Lynch Investment Banking January 1995 - March 1997
Fitch Investor 1997 - 1997
Polytechnic University March 1992 - January 1995
Education
New York University - Polytechnic School of Engineering 1990 — 1993
BS, Computer Science
Polytechnic
BS, Computer Science
Noah Sakimura's Merrill Lynch Investment Banking Experience 2007 - 2010
Job Vice President Corporate Strategy at BlackRock
Industry Financial Services
Experience
BlackRock July 2010 - Present
Merrill Lynch Investment Banking 2007 - 2010
Education
Duke University 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering; Economics
BlackRock July 2010 - Present
Merrill Lynch Investment Banking 2007 - 2010
Education
Duke University 2003 — 2007
Bachelor of Engineering (B.E.), Mechanical Engineering; Economics