Milestone Advisors

Industry: Company

Description

Founded: 2001 Parent organization: Houlihan Lokey

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Milestone Advisors Employees

Employee
Years
Job
Industry
Bruce Goldstein Bruce Goldstein Miami, Florida Details
Bruce Goldstein's Milestone Advisors Experience January 2002 - June 2003
Job Managing Partner at Alhambra Circle Partners
Industry Investment Banking
Experience
Alhambra Circle Partners   May 2015 - Present
iFinanceWorld   August 2014 - Present
Middlemarch Partners   August 2011 - May 2015
Payment Card Services   January 2009 - August 2011
BSG Capital, LLC   June 2003 - August 2011
Cash Yes Card   January 2006 - January 2009
Milestone Advisors   January 2002 - June 2003
KBW  February 1997 - September 2001
Sandler O'Neill  October 1988 - February 1997

Education
Columbia University - Columbia Business School   1986 — 1988
MBA, Finance, Accounting

Tulane University
Bachelor's degree, Economics

Alexandra Rodina Alexandra Rodina San Francisco, California Details
Alexandra Rodina's Milestone Advisors Experience September 2006 - April 2007
Job FP&A Manager at RingCentral
Industry Financial Services
Experience
RingCentral  July 2014 - July 2015
The Wharton School  September 2012 - May 2014
The Hershey Company  June 2013 - August 2013
Nomura  September 2010 - July 2012
Wachovia / Wells Fargo Securities   November 2009 - August 2010
Wachovia  June 2007 - November 2009
Milestone Advisors   September 2006 - April 2007
Delphos International  September 2005 - December 2005
Salomon Smith Barney  December 2004 - May 2005

Skills
Corporate Finance, Financial Modeling, Private Equity, Mergers & Acquisitions, Analysis, Due Diligence, Market Research, Financial Statement..., Consumer Products, Food, CO-PA, Valuation, Financial Analysis, Investment Banking, LBO, Equities, Mergers, Microsoft Excel, PowerPoint, Microsoft Office, Capital IQ, Series 7, Series 63, Lean Operations, Management, Mentoring, Data Mining, Data Analysis, Forecasting, Accounting, Finance, Strategy, Competitive Analysis, Banking, Market Analysis

Education
Wharton Business School   2012 — 2014
Master of Business Administration (M.B.A.)

Georgetown University   2003 — 2007
Bachelor's Degree

Erin M. Foster Erin M. Foster Greenville, South Carolina Details
Erin M. Foster's Milestone Advisors Experience February 2007 - September 2008
Job REALTOR at Berkshire Hathaway C. Dan Joyner
Industry Real Estate
Experience
Berkshire Hathaway HomeServices C. Dan Joyner, REALTORS   September 2013 - Present
Union Bank  February 2009 - August 2012
Milestone Advisors   February 2007 - September 2008
Union Bank  October 2004 - February 2007
initiaTEK, Inc.   August 2001 - August 2003
ExxonMobil  June 2000 - June 2001

Skills
Finance, Financial Modeling, Strategy, Mergers & Acquisitions, Financial Analysis

Education
University of Florida   1996 — 2000
Bachelor's Degree, Business Administration / Finance, 4.0 / 4.0

Wyatt Institute of Real Estate

Brandon O'Connor Brandon O'Connor Washington D.C. Metro Area Details
Brandon O'Connor's Milestone Advisors Experience September 2012 - December 2012
Job Analyst at NorthStar Asset Management Group Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc.  June 2015 - Present
Berkadia Commercial Mortgage LLC  June 2013 - June 2015
Milestone Advisors   September 2012 - December 2012
Barclays  May 2012 - August 2012
UBS Wealth Management  February 2012 - May 2012
Pepco Holdings, Inc.   June 2011 - December 2011

Skills
Financial Modeling, Investment Banking, Financial Statement..., Commercial Real Estate, Seniors Housing, Real Estate Financing, Banking, Valuation, Microsoft Excel, Financial Analysis, Healthcare Real Estate

Education
The George Washington University - School of Business   2009 — 2013
Bachelor of Business Administration (BBA), Finance

Berkeley Preparatory School   2005 — 2009
High School Diploma

Gavin Watson Gavin Watson Fairhope, Alabama Details
Gavin Watson's Milestone Advisors Experience October 2006 - October 2007
Job Vice President of Business Development and Acquisitions at Fletcher Petroleum Corp.
Industry Oil & Energy
Experience
Fletcher Petroleum Corp.   October 2013 - Present
Genesis Energy Partners, LLC   July 2013 - October 2013
Sands Brothers Asset Management LLC   April 2010 - October 2013
Hales & Company  January 2008 - March 2010
Milestone Advisors   October 2006 - October 2007
Piper Jaffray  August 2005 - October 2006

Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Equities, Venture Capital, Fixed Income, Investments, Finance, Mergers & Acquisitions, Strategy, Analysis

Education
Brown University   2001 — 2005
BA, Business Economics

Chris Hayes Chris Hayes Washington, District Of Columbia Details
Chris Hayes's Milestone Advisors Experience June 2011 - December 2012
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  January 2013 - Present
Milestone Advisors   June 2011 - December 2012
JPMorgan Chase  June 2010 - August 2010

Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Capital Markets, Venture Capital, Mergers & Acquisitions, Finance, DCF, Asset Management

Education
Baylor University   2007 — 2011
BBA, Finance, Economics and Entrepreneurship

Dorian Key Dorian Key New York, New York Details
Dorian Key's Milestone Advisors Experience August 2012 - December 2012
Job Investment Banking Analyst at National Securities
Industry Investment Banking
Experience
National Securities  June 2013 - Present
Milestone Advisors   August 2012 - December 2012
Oppenheimer & Co.   May 2012 - August 2012
Imperial College London  2011 - 2012
Siebert Brandford Shank Co., LLC.   October 2011 - December 2011
Blue Heron Capital  May 2011 - September 2011
Kogod Finance Group   August 2009 - May 2010

Skills
Bloomberg, Thompson One, Microsoft Excel, PowerPoint, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Corporate Finance, DCF, Due Diligence, Capital IQ, Equities, Economics, Equity Research, Equity Valuation, Capital Markets, Private Equity, Equity Capital Markets

Education
American University - Kogod School of Business   2008 — 2012
Bachelor of Science (BS), Finance; International Business (Emerging Markets)

Imperial College London
Exchange Student

Phil Bulhon Phil Bulhon Dallas, Texas Details
Phil Bulhon's Milestone Advisors Experience June 2010 - December 2012
Job Director at Hudson Advisors, LLC
Industry Investment Management
Experience
Hudson Advisors, LLC  July 2015 - Present
Hudson Advisors, LLC  February 2014 - July 2015
Houlihan Lokey  January 2013 - January 2014
Milestone Advisors   June 2010 - December 2012
American Capital  August 2007 - June 2010
PricewaterhouseCoopers  August 2006 - August 2007

Skills
Valuation, DCF, Financial Analysis, Investment Banking, Mergers, Financial Modeling, Corporate Finance, Accounting, Excel, Due Diligence, Private Equity, Finance, Asset Management, Financial Services, Mortgage Banking, Risk Management, Analysis, Forecasting

Education
Georgetown University   2002 — 2006
BS, Finance, Accounting

Olga Dorosh Olga Dorosh San Francisco Bay Area Details
Olga Dorosh's Milestone Advisors Experience September 2009 - May 2010
Job Senior Financial Analyst at Netflix
Industry Internet
Experience
Netflix  December 2014 - Present
JMI Equity  August 2013 - November 2014
Barclays Investment Bank  July 2011 - June 2013
Barclays Investment Bank  June 2010 - August 2010
Milestone Advisors   September 2009 - May 2010

Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Business Strategy, Leadership, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Strategy, Financial Analysis

Education
Georgetown University - The McDonough School of Business   2007 — 2011
B.S. in Business Administration, Accounting, Finance

Irondale High School   2003 — 2007

C. Matthew Allen C. Matthew Allen Newport Beach, California Details
C. Matthew Allen's Milestone Advisors Experience August 2006 - December 2012
Job Managing Director at Western Financial Corporation
Industry Investment Banking
Experience
Western Financial Corporation   June 2013 - Present
Houlihan Lokey  January 2013 - May 2013
Milestone Advisors   August 2006 - December 2012
Hoefer & Arnett, Inc.   2000 - 2006
Hovde Financial  1996 - 2000

Skills
Mergers, Valuation, Banking, Equities, Strategy, Finance, Financial Structuring, Securities, Investment Banking, Private Equity, Capital Markets, Negotiation, Due Diligence, Corporate Finance, Financial Modeling, Mergers & Acquisitions

Education
The College of William and Mary - The Mason School of Business   1994 — 1996
MBA, Finance

Old Dominion University   1986 — 1989
BS, Biochemistry

Jeffrey Levine Jeffrey Levine Miami/Fort Lauderdale Area Details
Jeffrey Levine's Milestone Advisors Experience October 2002 - December 2012
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  January 2013 - Present
Milestone Advisors   October 2002 - December 2012
Bavyiew Financial   1992 - 2002

Education
University of Florida - Warrington College of Business Administration   1981 — 1985
BSBA, Finance

Craig Melcher Craig Melcher Greater New York City Area Details
Craig Melcher's Milestone Advisors Experience September 2011 - December 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2013 - Present
Milestone Advisors   September 2011 - December 2012
Hilltop MicroFinance Initiative, Inc   September 2010 - December 2012
Credit Suisse  June 2012 - August 2012
Volksbank Trier, eG   June 2011 - July 2011

Skills
Quickbooks, Microsoft Office

Education
Georgetown University - The McDonough School of Business   2009 — 2013
BSBA, Accounting, Finance, German

Delbarton School
Diploma

Chris Rivelli Chris Rivelli New York, New York Details
Chris Rivelli's Milestone Advisors Experience August 2008 - May 2009
Job FX & CrossAsset Portfolio Analyst
Industry Capital Markets
Experience
Brevan Howard  August 2015 - Present
Deutsche Bank  June 2013 - July 2015
Credit Suisse  June 2010 - May 2013
Credit Suisse First Boston  May 2009 - August 2009
Milestone Advisors   August 2008 - May 2009

Skills
Derivatives, Bloomberg, FX Options, Investment Banking, Fixed Income, Structured Products, Options, Financial Modeling, Trading, Interest Rate..., FX trading

Education
Georgetown University   2006 — 2010
BSBA, Financial Engineering

Holy Ghost Preparatory School   2002 — 2006

Drew Buser Drew Buser Greater San Diego Area Details
Drew Buser's Milestone Advisors Experience October 2008 - August 2009
Job Chief Marketing Officer at Alethea Capital Management, LLC
Industry Capital Markets
Experience
Alethea Capital Management, LLC   April 2015 - Present
Deutsche Bank Trust Company Americas  April 2014 - Present
Deutsche Bank  November 2011 - April 2014
Deutsche Bank  February 2007 - December 2011
Milestone Advisors   October 2008 - August 2009
SIRVA  June 2004 - December 2006
TPA Horwath   April 2003 - September 2003

Skills
Business Analysis, Emerging Markets, Business Development, Management, Program Management, Financial Analysis, Operational Risk, Financial Modeling, Strategic Planning, Structured Finance, Prime Brokerage, Project Management, Strategic Financial..., Strategic Partnerships, International Business..., Regional Planning, Eastern Europe, Latin America, Operations Management, Financial Operations, Operational Excellence, Lean Transformation, Business Process..., Sales Operations, Exchange Traded..., Exotic Derivatives, Financial Regulation, Securities Regulation, Global Regulatory..., Compliance, B2B Marketing, Sales Presentations, Internal Communications, Marketing Communications, Strategic Communications, Project Control, Internal Controls, Cost Control, Design Control, Disaster Recovery, Change Control, Staff Management, Staff Supervision, Staff Development, Human Resource Planning, Human Resource..., MS Project, PowerPoint, Volunteering, Capital Markets

Education
Indiana University - Kelley School of Business   1999 — 2004
BS, Business

St. Louis University High   1995 — 1999
High School Diploma, General Studies, 3.6 GPA

Grace Yeh Grace Yeh Greater New York City Area Details
Grace Yeh's Milestone Advisors Experience October 2007 - July 2009
Job Senior Manager, Consumer Prospect Acquisition Marketing at American Express
Industry Financial Services
Experience
American Express  May 2013 - Present
American Express  May 2011 - May 2013
Capgemini Consulting  July 2009 - May 2011
Milestone Advisors   October 2007 - July 2009
PricewaterhouseCoopers LLP  September 2006 - October 2007

Skills
Financial Modeling, Business Strategy, Financial Analysis, Product Management, Leadership, Corporate Finance, Management Consulting, Business Analysis, Change Management, Process Reengineering, Project Management, Forecasting, Marketing, Strategic Planning, Cross-functional Team...

Education
The University of Texas at Austin - Red McCombs School of Business   2005 — 2006
MS, Accounting

The University of Texas at Austin - Red McCombs School of Business   2001 — 2005
Bachelors, Business Administration

Patrick Hsu Patrick Hsu Greater New York City Area Details
Patrick Hsu's Milestone Advisors Experience September 2010 - May 2011
Job Private Equity Associate, Credit Suisse Direct Equity Partners
Industry Financial Services
Experience
Credit Suisse  May 2014 - Present
Credit Suisse  July 2012 - May 2014
Credit Suisse  June 2011 - August 2011
Milestone Advisors   September 2010 - May 2011
The Bank of New York Mellon  June 2010 - August 2010

Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, DCF, Microsoft Excel, PowerPoint, Bloomberg Terminal, Investment Banking, Microsoft Office, Financial Reporting, Finance

Education
Georgetown University - The McDonough School of Business   2008 — 2012
Bachelor of Science in Business Administration, Finance, Operations and Information Management, 3.9

Regis High School   2004 — 2008
High School Diploma

Karen Trimble Karen Trimble Indianapolis, Indiana Area Details
Karen Trimble's Milestone Advisors Experience November 2008 - March 2010
Job Controller at Bradford Scott Data Corp.
Industry Information Technology and Services
Experience
Bradford Scott Data Corp.   March 2010 - Present
IWM Consulting Group   September 2008 - Present
Quintegra Resourcing  2003 - Present
Milestone Advisors   November 2008 - March 2010
Providyn  2000 - 2003
Bradford Scott Data Corporation  1999 - 2000
Providyn  1998 - 2000
Career Consultants, Inc.   1983 - 1998

Skills
CMA, Financial Reporting, Project Accounting, Strategic Planning, Financial Analysis, Financial Statements, Accounting, Forecasting, Financial Accounting

Education
Butler University - College of Business Administration   1980 — 1985
MBA

Indiana State University - Scott College of Business   1972 — 1975
BS, Administration

Kenneth Lovik Kenneth Lovik Indianapolis, Indiana Details
Kenneth Lovik's Milestone Advisors Experience October 2008 - September 2009
Job Chief Financial Officer at First Internet Bancorp
Industry Banking
Experience
First Internet Bancorp   August 2014 - Present
First Financial Bancorp  March 2010 - August 2014
Milestone Advisors   October 2008 - September 2009
Howe Barnes Hoefer & Arnett  November 2004 - July 2008
A.G. Edwards & Sons, Inc.   2000 - 2004
Price Waterhouse LLP  1993 - 1998

Skills
Investor Relations, Acquisitions, Mergers, Strategic Planning, Financial Modeling, Valuation, Risk Management, Cross-functional Team..., Corporate Finance, Corporate Governance, Capital Markets, Project Management, Industry Analysis, Financial Analysis, Financial Reporting, SEC reporting, Process Improvement, Negotiation, Mergers & Acquisitions

Education
Indiana University - Kelley School of Business   1998 — 2000
MBA

Northern Illinois University   1988 — 1992
BS

Peri Evanoff Peri Evanoff Washington D.C. Metro Area Details
Peri Evanoff's Milestone Advisors Experience February 2006 - February 2010
Job Strategic Relationship Manager, Health and Wellness Consultant
Industry Health, Wellness and Fitness
Experience
Electric Wellness   July 2009 - Present
Partnership for Public Service  February 2012 - January 2013
Partnership for Public Service  February 2010 - February 2012
Milestone Advisors   February 2006 - February 2010
Democracy Alliance  January 2005 - February 2006
Keever for Congress   July 2004 - November 2004
Parliament of United Kindgom, Frank Roy, MP   January 2003 - June 2004

Skills
Customer Service, Master Scheduling, Relationship Management, Nutrition, Wellness, Office Administration, Building Relationships, Fitness, Organization, Lifestyle Coaching, Leadership, Nutritional Counseling, Wellbeing, Yoga, Holistic Health, Personal Training, Fitness Training, Program Management, Lifestyle, Wellness Coaching, Program Development, Government, Training, Strength Training, Legislative Relations, Policy, Event Management, Employee Wellness, Event Planning, Mindfulness Meditation, Financial Services

Education
SUNY Brockport   2000 — 2003
Political Science and International Communications, Political Science and Government

Institute for Integrative Nutrition

Metabolic Effect

Caroline Nick Caroline Nick Charlotte, North Carolina Details
Caroline Nick's Milestone Advisors Experience April 2010 - May 2011
Job Wholesale and Customer Service Manager
Industry Retail
Experience
Bella Tunno   October 2011 - Present
Milestone Advisors   April 2010 - May 2011
Sam and Harry's   April 2009 - April 2010
Design Cuisine  August 2007 - June 2009
Senator Trent Lott   August 2005 - July 2007
United States Senate Committee on Rules and Administration   January 2005 - August 2005

Skills
Microsoft Office, Customer Relations, Social Media, Event Planning, Event Management, Microsoft Excel, Account Management, Outlook, Microsoft Word

Education
The George Washington University - School of Business   2007 — 2008
Event Management and Planning Certificate, Business, Management, Marketing, and Related Support Services

Mississippi College   2002 — 2004
Masters of Science, Psychology

University of Mississippi   1998 — 2002
BA, Psychology; Family and Consumer Sciences

Brian Greenberg Brian Greenberg Washington D.C. Metro Area Details
Brian Greenberg's Milestone Advisors Experience May 2006 - April 2009
Job M&A Advisor to Outsourced Business and Financial Services companies globally CEO at Greenberg Advisors, LLC
Industry Investment Banking
Experience
Greenberg Advisors, LLC  April 2009 - Present
Milestone Advisors   May 2006 - April 2009
Kaulkin Ginsberg  August 1996 - April 2006

Skills
Mergers, Venture Capital, Valuation, Investments, Private Equity, Due Diligence, Corporate Finance, Financial Modeling, Restructuring, Debt, IPO, Divestitures, Joint Ventures, Start-ups, LBO, Corporate Development, Financial Analysis, Structuring, DCF, Investment Banking, Equities, Business Valuation, Private Placements, Strategic Planning, Buyouts, Fairness Opinions, Growth Capital, Funding, Business Strategy, Corporate Law, Entrepreneur, Capital Raising, Entrepreneurship, Financial Structuring, Mergers & Acquisitions

Education
The George Washington University
International Business and Marketing

Ethan Wang Ethan Wang Greater New York City Area Details
Ethan Wang's Milestone Advisors Experience January 2010 - June 2010
Job Vice President at Pine Brook Road Partners
Industry Venture Capital & Private Equity
Experience
Pine Brook Road Partners  July 2014 - Present
J.G. Wentworth   June 2013 - August 2013
JLL Partners  June 2010 - July 2012
Milestone Advisors   January 2010 - June 2010
Milestone Advisors   July 2007 - January 2010

Education
The University of Chicago - Booth School of Business   2012 — 2014
Master of Business Administration (MBA), High Honors

University of North Carolina at Chapel Hill   2003 — 2007
BSBA, Business Administration, Chemistry

Jon Frojen Jon Frojen Orange County, California Area Details
Jon Frojen's Milestone Advisors Experience 2009 - 2010
Job CFO at loanDepot
Industry Financial Services
Experience
loanDepot  August 2014 - Present
Cetera Financial Group  October 2010 - July 2014
Milestone Advisors   2009 - 2010
Indymac Bank  2007 - 2008
ResMAE Mortgage Company   2003 - 2007
ePolicy Solutions, Inc   2000 - 2003
Netgateway, Inc   2000 - 2000
Long Beach Mortgage Company  1998 - 2000
Avco Financial Services, Inc   1996 - 1998
Standard Chartered Bank  1993 - 1996

Skills
Mergers & Acquisitions, Corporate Finance, Finance, Risk Management, Capital Markets, Valuation, Private Equity, Banking, Investment Banking, Start-ups, Financial Services, Loans, Equities, Restructuring, Venture Capital

Education
University of Southern California - Marshall School of Business   1983 — 1985
MBA, Finance

University of California, Berkeley   1978 — 1982
BA, Economics

Nicholas Whitehead Nicholas Whitehead New York, New York Details
Nicholas Whitehead's Milestone Advisors Experience May 2012 - December 2012
Job Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey  January 2013 - Present
Milestone Advisors   May 2012 - December 2012
Royal Bank of Scotland  August 2011 - February 2012
Royal Bank of Scotland  June 2010 - August 2010
Boenning & Scattergood, Inc.   June 2009 - August 2009
Head of the Charles Regatta Office   March 2007 - June 2007
Belmont HIll School  June 2005 - August 2005

Skills
Finance, Valuation, Financial Modeling, Analysis, Investment Banking, Portfolio Management, Corporate Finance, Bloomberg, Due Diligence, Private Equity, PowerPoint, Capital Markets, Equities, Financial Analysis, Microsoft Excel

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Bachelors of Science, BSc Economics: Finance, Accounting Concentrations

Wharton School, University of Pennsylvania   2007 — 2011
Bachelor of Science, Economics; Finance & Accounting; Finance Concentration

Belmont Hill School   2001 — 2007
High School Diploma

Eric Winecoff Eric Winecoff Washington, District Of Columbia Details
Eric Winecoff's Milestone Advisors Experience June 2008 - August 2009
Job Project Assistant at University Research Co., LLC (URC) & Center for Human Services (CHS)
Industry International Affairs
Experience
University Research Co., LLC (URC) & Center for Human Services (CHS)   June 2015 - Present
Uber  September 2014 - May 2015
AIG  June 2013 - August 2013
IDEX Fellowship in Social Enterprise  June 2012 - April 2013
Relief International  March 2012 - June 2012
Greater Phoenix Economic Council  August 2009 - June 2010
Milestone Advisors   June 2008 - August 2009
Morgan Stanley  April 2007 - August 2007

Skills
Analysis, Economics, Strategy, Social Entrepreneurship, Financial Modeling, Qualitative Research, Market Research, Financial Analysis, Economic Development, International Relations

Education
American University   2011 — 2014
M.A. International Development, Concentration in the areas of : Microfinance, Social Enterprise, Global Political Economy

Arizona State University, W. P. Carey School of Business   2004 — 2008
B.S. Finance, International Business, Political Science

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