Milestone Partners
Description
Address: 747 Wesley Ave #2, Evanston, IL 60202 Phone: (847) 886-9979Place name: : Website: : Category: : : : : Hours: Website: http://milestonepartners-llc.com/ Category: Business management consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Milestone Partners, LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Milestone Partners Employees
Employee
Years
Job
Industry
Robert Stobaugh Robert Stobaugh's Milestone Partners Experience June 2012 - August 2012
Job Engagement Manager, McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company February 2015 - Present
McKinsey & Company September 2013 - February 2015
Milestone Partners June 2012 - August 2012
OmniSYS, LLC July 2009 - June 2011
McKinsey & Company August 2007 - June 2009
Credit Suisse June 2006 - August 2006
Skills
Financial Modeling, Strategy, Management Consulting, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Analytics, Restructuring, Leadership, Executive Management, Management
Education
Wharton School of Business 2011 — 2013
MBA, Finance & Healthcare Management
Yale University 2003 — 2007
BA, Economics
McKinsey & Company February 2015 - Present
McKinsey & Company September 2013 - February 2015
Milestone Partners June 2012 - August 2012
OmniSYS, LLC July 2009 - June 2011
McKinsey & Company August 2007 - June 2009
Credit Suisse June 2006 - August 2006
Skills
Financial Modeling, Strategy, Management Consulting, Business Strategy, Due Diligence, Strategic Planning, Competitive Analysis, Analytics, Restructuring, Leadership, Executive Management, Management
Education
Wharton School of Business 2011 — 2013
MBA, Finance & Healthcare Management
Yale University 2003 — 2007
BA, Economics
Peter Elkes Peter Elkes's Milestone Partners Experience July 2009 - Present
Job Vice President at Milestone Partners
Industry Financial Services
Experience
Historical Society of Pennsylvania November 2014 - Present
Milestone Partners July 2009 - Present
Stifel Nicolaus July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance / Economics
Historical Society of Pennsylvania November 2014 - Present
Milestone Partners July 2009 - Present
Stifel Nicolaus July 2007 - June 2009
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Richmond - Robins School of Business 2003 — 2007
BSBA, Finance / Economics
Dan Ryan Dan Ryan's Milestone Partners Experience June 2009 - Present
Job Principal and Head of Business Development at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Milestone Partners June 2009 - Present
Milestone Partners August 2008 - June 2009
Susquehanna International Group, LLP (SIG) May 2006 - July 2008
FBR January 2004 - May 2006
The Vanguard Group September 2002 - December 2003
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BSBA, Finance, Theology
William Penn Charter School 1994 — 1998
High School
Bruce Rutter Bruce Rutter's Milestone Partners Experience April 2011 - April 2014
Job Strategist/Writer at Foster Design Group
Industry Marketing and Advertising
Experience
Foster Design Group August 2012 - Present
Milestone Partners April 2011 - April 2014
American Red Cross Rhode Island Chapter September 2008 - April 2011
Plan USA August 2003 - December 2007
Plan USA October 2006 - March 2007
MindFull, Inc. December 2001 - July 2003
Marketing Alchemy May 1993 - November 2001
Bronner Slosberg January 1991 - May 1993
Hill Holliday October 1982 - December 1990
Skills
Leadership, Strategy, Program Management, Grants, Philanthropy, Marketing, Non-profits, Marketing Strategy, Direct Mail, Product Development, Fundraising, Event Management, Nonprofits, Management, Direct Marketing, Analytics, Public Relations, Analysis, Strategic Planning, Social Media Marketing, Marketing Communications, Email Marketing, Strategic Communications, Integrated Marketing, Proposal Writing, Project Planning, Public Speaking, Social Media, Online Marketing
Education
Colgate University 1969 — 1973
BA, Urban Studies
Foster Design Group August 2012 - Present
Milestone Partners April 2011 - April 2014
American Red Cross Rhode Island Chapter September 2008 - April 2011
Plan USA August 2003 - December 2007
Plan USA October 2006 - March 2007
MindFull, Inc. December 2001 - July 2003
Marketing Alchemy May 1993 - November 2001
Bronner Slosberg January 1991 - May 1993
Hill Holliday October 1982 - December 1990
Skills
Leadership, Strategy, Program Management, Grants, Philanthropy, Marketing, Non-profits, Marketing Strategy, Direct Mail, Product Development, Fundraising, Event Management, Nonprofits, Management, Direct Marketing, Analytics, Public Relations, Analysis, Strategic Planning, Social Media Marketing, Marketing Communications, Email Marketing, Strategic Communications, Integrated Marketing, Proposal Writing, Project Planning, Public Speaking, Social Media, Online Marketing
Education
Colgate University 1969 — 1973
BA, Urban Studies
Brian O'Malley Brian O'Malley's Milestone Partners Experience October 2014 - Present
Job Private Equity Analyst at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners October 2014 - Present
BerchWood Partners December 2013 - October 2014
BerchWood Partners November 2011 - December 2013
J.P. Morgan August 2010 - October 2011
Education
Hamilton College 2006 — 2010
B.A., Government; Minor in Economics
Northfield Mount Hermon School 2005 — 2006
Downers Grove North High School 2001 — 2005
Milestone Partners October 2014 - Present
BerchWood Partners December 2013 - October 2014
BerchWood Partners November 2011 - December 2013
J.P. Morgan August 2010 - October 2011
Education
Hamilton College 2006 — 2010
B.A., Government; Minor in Economics
Northfield Mount Hermon School 2005 — 2006
Downers Grove North High School 2001 — 2005
Stan Gwizdak Stan Gwizdak's Milestone Partners Experience April 2009 - Present
Job Advisory Board Member at Milestone Partners
Industry Management Consulting
Experience
Milestone Partners April 2009 - Present
The Kormac Group, Inc. February 2002 - Present
The Highland Group 2012 - 2014
Renoir Consulting 2010 - 2014
Celerant Consulting 2009 - 2010
SBM Solar January 2007 - August 2009
Anthony International 2005 - 2007
Textron 2004 - 2005
Sonoco 2002 - 2004
Honeywell 2000 - 2002
Skills
Six Sigma, Lean Manufacturing, Process Improvement, Leadership, Business Process, Operational Excellence, TQM, Sales, Sales Management, Sales Management..., C Suite, Board of Director..., Vice Presidents, CEOs, Presidents Club, Directors, Black Belt, Strategic Leadership, Thought Leadership, Continuous Improvement, Business Development, Board of Directors, Operations Management, Business Process..., Strategy, Management Consulting, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., CRM, Analysis, Management, Entrepreneurship, Executive Management, Recruiting, Logistics, Business Planning, Program Management, Change Management, Consulting, Start-ups, Manufacturing, Process Engineering, Business Transformation, Supply Chain Management, Performance Improvement, Acquisition Integration, Strategic Partnerships, Outsourcing, International Business
Education
Penn State University 1985 — 1989
BS
Cambria Heights
Milestone Partners April 2009 - Present
The Kormac Group, Inc. February 2002 - Present
The Highland Group 2012 - 2014
Renoir Consulting 2010 - 2014
Celerant Consulting 2009 - 2010
SBM Solar January 2007 - August 2009
Anthony International 2005 - 2007
Textron 2004 - 2005
Sonoco 2002 - 2004
Honeywell 2000 - 2002
Skills
Six Sigma, Lean Manufacturing, Process Improvement, Leadership, Business Process, Operational Excellence, TQM, Sales, Sales Management, Sales Management..., C Suite, Board of Director..., Vice Presidents, CEOs, Presidents Club, Directors, Black Belt, Strategic Leadership, Thought Leadership, Continuous Improvement, Business Development, Board of Directors, Operations Management, Business Process..., Strategy, Management Consulting, Business Strategy, Mergers & Acquisitions, Cross-functional Team..., CRM, Analysis, Management, Entrepreneurship, Executive Management, Recruiting, Logistics, Business Planning, Program Management, Change Management, Consulting, Start-ups, Manufacturing, Process Engineering, Business Transformation, Supply Chain Management, Performance Improvement, Acquisition Integration, Strategic Partnerships, Outsourcing, International Business
Education
Penn State University 1985 — 1989
BS
Cambria Heights
Frank Stoner Frank Stoner's Milestone Partners Experience November 2010 - Present
Job Principal at Milestone Partners, LLC
Industry Real Estate
Experience
Milestone Partners November 2010 - Present
AHIP January 2011 - Present
Stonehaus Development 2007 - October 2010
Stonehaus 1997 - October 2010
Jefferson Restoration Partners 2007 - 2010
Albemarle Housing Improvement Program 2006 - 2010
Free Enterprise Forum 2004 - 2010
Stonehaus February 2001 - August 2006
CHART Advisory Board 2001 - 2005
Charlottesville Area Chamber of Commerce 1996 - 2002
Skills
Construction Management, Real Estate Development, Strategic Planning, Negotiation, Contract Negotiation, Real Estate, Residential Homes, Property Management, Feasibility Studies, Investment Properties, Commercial Real Estate, Sellers, Real Estate Transactions, Leases, Selling, Land Development, Brokerage, Business Development
Education
Southern Methodist University 1978 — 1982
BA, History, Political Science
Sewickley Academy 1966 — 1978
Milestone Partners November 2010 - Present
AHIP January 2011 - Present
Stonehaus Development 2007 - October 2010
Stonehaus 1997 - October 2010
Jefferson Restoration Partners 2007 - 2010
Albemarle Housing Improvement Program 2006 - 2010
Free Enterprise Forum 2004 - 2010
Stonehaus February 2001 - August 2006
CHART Advisory Board 2001 - 2005
Charlottesville Area Chamber of Commerce 1996 - 2002
Skills
Construction Management, Real Estate Development, Strategic Planning, Negotiation, Contract Negotiation, Real Estate, Residential Homes, Property Management, Feasibility Studies, Investment Properties, Commercial Real Estate, Sellers, Real Estate Transactions, Leases, Selling, Land Development, Brokerage, Business Development
Education
Southern Methodist University 1978 — 1982
BA, History, Political Science
Sewickley Academy 1966 — 1978
Jay Finch Jay Finch's Milestone Partners Experience September 2007 - December 2007
Job Head of Digital Economy at 18F Consulting
Industry Government Administration
Experience
18F Consulting March 2015 - Present
U.S. Department of the Treasury February 2013 - February 2015
Socstock October 2010 - January 2013
Goldman Sachs July 2008 - July 2010
Milestone Partners September 2007 - December 2007
Public and Corporate Economic Consultants September 2006 - December 2006
The World Bank June 2006 - August 2006
Education
The Johns Hopkins University 2015 — 2017
Master of Science (MSc), Applied Economics
Villanova University 2004 — 2008
BA, General Degree
18F Consulting March 2015 - Present
U.S. Department of the Treasury February 2013 - February 2015
Socstock October 2010 - January 2013
Goldman Sachs July 2008 - July 2010
Milestone Partners September 2007 - December 2007
Public and Corporate Economic Consultants September 2006 - December 2006
The World Bank June 2006 - August 2006
Education
The Johns Hopkins University 2015 — 2017
Master of Science (MSc), Applied Economics
Villanova University 2004 — 2008
BA, General Degree
Paul E Blondin's Milestone Partners Experience December 2011 - Present
Job SVP, Chief Financial officer at EnterpriseDB
Industry Computer Software
Experience
EnterpriseDB September 2015 - Present
KickStart Partners, LLC March 2011 - Present
Revitas, Inc. August 2009 - Present
BIN 1 ATE, LLC January 2011 - Present
Milestone Partners December 2011 - Present
Perkins Products Committee, Perkins School for the Blind June 2010 - May 2015
Machine Laboratory, LLC January 2013 - October 2013
trans-Trade Inc. December 2011 - May 2013
Inmagic September 2009 - December 2011
Pactolus Communications Software March 1999 - March 2010
Skills
Start-ups, Mergers, Lifesciences, Logistics, Sales Management, Strategic Planning, Business Development, Business Strategy, Product Management, Enterprise Software, Venture Capital, SaaS, Telecommunications, Mergers & Acquisitions, Product Development, Due Diligence, Budgets, Contract Negotiation, New Business Development, Strategic Partnerships, Leadership, Executive Management, Cross-functional Team..., Management, Strategy, Program Management, Finance, Mentoring, Marketing
Education
Babson College
MBA, Finance
Boston College
BS, Accounting
EnterpriseDB September 2015 - Present
KickStart Partners, LLC March 2011 - Present
Revitas, Inc. August 2009 - Present
BIN 1 ATE, LLC January 2011 - Present
Milestone Partners December 2011 - Present
Perkins Products Committee, Perkins School for the Blind June 2010 - May 2015
Machine Laboratory, LLC January 2013 - October 2013
trans-Trade Inc. December 2011 - May 2013
Inmagic September 2009 - December 2011
Pactolus Communications Software March 1999 - March 2010
Skills
Start-ups, Mergers, Lifesciences, Logistics, Sales Management, Strategic Planning, Business Development, Business Strategy, Product Management, Enterprise Software, Venture Capital, SaaS, Telecommunications, Mergers & Acquisitions, Product Development, Due Diligence, Budgets, Contract Negotiation, New Business Development, Strategic Partnerships, Leadership, Executive Management, Cross-functional Team..., Management, Strategy, Program Management, Finance, Mentoring, Marketing
Education
Babson College
MBA, Finance
Boston College
BS, Accounting
Daniel P. Ferry Daniel P. Ferry's Milestone Partners Experience 2006 - 2007
Job
Industry Financial Services
Experience
Unisys Corporation September 2009 - Present
Unisys June 2008 - September 2009
Milestone Partners 2006 - 2007
Commerce Capital Markets (now TD BankCorp) 2004 - 2006
Bank of America (previously FleetBoston/Howard Lawson) 1999 - 2004
Arthur Andersen LLP 1995 - 1999
Skills
Mergers, Venture Capital, Valuation, Investment Banking, Business Strategy, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Financial Analysis, M&A experience, Business Development, Divestitures, Restructuring, Mergers & Acquisitions, Acquisition Integration, Strategy, Management, Strategic Planning
Education
La Salle University
Bachelor of Science (BS)
University of Notre Dame
Master of Business Administration (MBA)
Unisys Corporation September 2009 - Present
Unisys June 2008 - September 2009
Milestone Partners 2006 - 2007
Commerce Capital Markets (now TD BankCorp) 2004 - 2006
Bank of America (previously FleetBoston/Howard Lawson) 1999 - 2004
Arthur Andersen LLP 1995 - 1999
Skills
Mergers, Venture Capital, Valuation, Investment Banking, Business Strategy, Private Equity, Due Diligence, Financial Modeling, Corporate Finance, Corporate Development, Financial Analysis, M&A experience, Business Development, Divestitures, Restructuring, Mergers & Acquisitions, Acquisition Integration, Strategy, Management, Strategic Planning
Education
La Salle University
Bachelor of Science (BS)
University of Notre Dame
Master of Business Administration (MBA)
Nancy Piroeff's Milestone Partners Experience January 2010 - Present
Job Executive Assistant at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners January 2010 - Present
Graham Partners October 2006 - December 2009
General Highway Products, Inc. January 1992 - September 2006
Skills
Private Equity, Microsoft Office, Venture Capital
Education
Eastern Illinois University
Consumer Merchandising/Retailing Management
Milestone Partners January 2010 - Present
Graham Partners October 2006 - December 2009
General Highway Products, Inc. January 1992 - September 2006
Skills
Private Equity, Microsoft Office, Venture Capital
Education
Eastern Illinois University
Consumer Merchandising/Retailing Management
Tong Wu Tong Wu's Milestone Partners Experience January 2012 - March 2012
Job Research Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Milestone Partners January 2012 - March 2012
Bryn Mawr College May 2011 - December 2011
Shanghai Media Group December 2010 - January 2011
Abacus Planning Group May 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
Skills
Data Analysis, Statistics, R, Quantitative Analytics, Economics, Microsoft Office, Microsoft Excel, Mandarin, Financial Modeling
Education
Princeton University 2012 — 2014
Master's Degree, Finance, General
Bryn Mawr College 2008 — 2011
B.A., Mathematics
SFLS
J.P. Morgan July 2014 - Present
J.P. Morgan May 2013 - August 2013
Milestone Partners January 2012 - March 2012
Bryn Mawr College May 2011 - December 2011
Shanghai Media Group December 2010 - January 2011
Abacus Planning Group May 2010 - August 2010
Industrial and Commercial Bank of China June 2009 - August 2009
Skills
Data Analysis, Statistics, R, Quantitative Analytics, Economics, Microsoft Office, Microsoft Excel, Mandarin, Financial Modeling
Education
Princeton University 2012 — 2014
Master's Degree, Finance, General
Bryn Mawr College 2008 — 2011
B.A., Mathematics
SFLS
Brian Patrick Cork Brian Patrick Cork's Milestone Partners Experience February 2014 - September 2015
Job Executive Leadership and Business Advisor
Industry Human Resources
Experience
hauteCulture™ January 2014 - Present
brian cork Human Capital™ October 2001 - Present
Sidwell Family Ventures July 2015 - Present
Baker Donelson August 2015 - Present
AppyLife.io April 2015 - Present
Radford University April 2009 - Present
Unsinkable brian cork™ February 2000 - Present
Milestone Partners February 2014 - September 2015
Robert Half International January 1999 - January 2000
Graystone Manufacturing, Inc. September 1997 - October 1998
Skills
Strategy, Start-ups, Leadership, Executive Coaching, Entrepreneurship, Strategic Partnerships, Strategic Planning, Business Coaching, Mergers & Acquisitions, Team Building, Coaching, Venture Capital, Leadership Development, Professional Services, New Business Development, Trusted Advisor, Recruiting, Management Consulting, Career Development, Thought Leadership, Talent Management, Management, Executive Management, Finance, Marketing Strategy, Business, Social Media, Public Speaking, Business Strategy, Fundraising, Sales, Consulting, Small Business, Business Development, Blogging, Project Planning, IT Strategy, Business Planning, Networking, Capital Formation, Team Management, Team Leadership, Program Management, People, CRM, Negotiation, Public Relations, New Business, Mergers, Policy
Education
Radford University 1980 — 1984
BS '84, Political Science
Northrop University Entreprenurial Studies 1988 — 1990
MBA JD, International Finance & Applied Economics
Northrop Rice Advanced Institute of Technology 1986 — 1988
Engineer’s Degree, Applied Engineering
hauteCulture™ January 2014 - Present
brian cork Human Capital™ October 2001 - Present
Sidwell Family Ventures July 2015 - Present
Baker Donelson August 2015 - Present
AppyLife.io April 2015 - Present
Radford University April 2009 - Present
Unsinkable brian cork™ February 2000 - Present
Milestone Partners February 2014 - September 2015
Robert Half International January 1999 - January 2000
Graystone Manufacturing, Inc. September 1997 - October 1998
Skills
Strategy, Start-ups, Leadership, Executive Coaching, Entrepreneurship, Strategic Partnerships, Strategic Planning, Business Coaching, Mergers & Acquisitions, Team Building, Coaching, Venture Capital, Leadership Development, Professional Services, New Business Development, Trusted Advisor, Recruiting, Management Consulting, Career Development, Thought Leadership, Talent Management, Management, Executive Management, Finance, Marketing Strategy, Business, Social Media, Public Speaking, Business Strategy, Fundraising, Sales, Consulting, Small Business, Business Development, Blogging, Project Planning, IT Strategy, Business Planning, Networking, Capital Formation, Team Management, Team Leadership, Program Management, People, CRM, Negotiation, Public Relations, New Business, Mergers, Policy
Education
Radford University 1980 — 1984
BS '84, Political Science
Northrop University Entreprenurial Studies 1988 — 1990
MBA JD, International Finance & Applied Economics
Northrop Rice Advanced Institute of Technology 1986 — 1988
Engineer’s Degree, Applied Engineering
Brett Watson Brett Watson's Milestone Partners Experience June 2015 - Present
Job Associate at Milestone Partners
Industry Financial Services
Experience
Milestone Partners June 2015 - Present
Milestone Partners April 2013 - June 2015
J.P. Morgan December 2010 - April 2013
Creative Financial Group June 2008 - August 2008
Skills
Microsoft Excel, Bloomberg Terminal, Leadership, Marketing, Equities, Analysis, Securities, Investments, Options, Financial Modeling, Management, Financial Analysis, Data Analysis, Sales, Investment Banking, Public Speaking, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.84
Milestone Partners June 2015 - Present
Milestone Partners April 2013 - June 2015
J.P. Morgan December 2010 - April 2013
Creative Financial Group June 2008 - August 2008
Skills
Microsoft Excel, Bloomberg Terminal, Leadership, Marketing, Equities, Analysis, Securities, Investments, Options, Financial Modeling, Management, Financial Analysis, Data Analysis, Sales, Investment Banking, Public Speaking, Fixed Income, Bloomberg, Corporate Finance, Derivatives
Education
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General, 3.84
Donna Schill Donna Schill's Milestone Partners Experience September 2005 - March 2007
Job Experienced Administrative Assistant
Industry Writing and Editing
Experience
Concorde, Inc March 2012 - Present
ACS/Virgin America October 2008 - January 2011
Arise/Virgin America September 2007 - October 2008
Milestone Partners September 2005 - March 2007
Medical Research Consultants June 2004 - March 2005
UPHS/Presbyterian Medical Center January 1998 - June 2004
Tague Securities Corporation July 1994 - January 1998
The Career Institute March 1993 - July 1994
Skills
Typing, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Payroll, Accounts Payable, Coaching
Education
Peirce College 1984 — 1986
Associates, Secretarial, 3.8
South Philadelphia High School 1981 — 1984
Diploma, Academics
Concorde, Inc March 2012 - Present
ACS/Virgin America October 2008 - January 2011
Arise/Virgin America September 2007 - October 2008
Milestone Partners September 2005 - March 2007
Medical Research Consultants June 2004 - March 2005
UPHS/Presbyterian Medical Center January 1998 - June 2004
Tague Securities Corporation July 1994 - January 1998
The Career Institute March 1993 - July 1994
Skills
Typing, Microsoft Office, Word, Excel, PowerPoint, Customer Service, Payroll, Accounts Payable, Coaching
Education
Peirce College 1984 — 1986
Associates, Secretarial, 3.8
South Philadelphia High School 1981 — 1984
Diploma, Academics
D.J. Andrzejewski's Milestone Partners Experience May 2006 - May 2009
Job Technology Investor, Peak Equity Partners
Industry Venture Capital & Private Equity
Experience
Peak Equity Partners July 2014 - Present
Venrock May 2013 - August 2013
Stripes Group January 2012 - September 2012
Stripes Group June 2009 - December 2011
Milestone Partners May 2006 - May 2009
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
Peak Equity Partners July 2014 - Present
Venrock May 2013 - August 2013
Stripes Group January 2012 - September 2012
Stripes Group June 2009 - December 2011
Milestone Partners May 2006 - May 2009
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance
University of Pennsylvania 2002 — 2006
Sanu Desai Sanu Desai's Milestone Partners Experience 1992 - 1993
Job Managing Director, Torch Partners
Industry Investment Banking
Experience
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Torch Partners 2009 - Present
Desai Partners 2004 - 2009
JPMorgan Chase 2000 - 2002
Hambrecht & Quist 1995 - 2002
Apple Inc. 1994 - 1994
Milestone Partners 1992 - 1993
Morgan Stanley 1989 - 1992
Skills
Series 7, Series 63, Series 24, Mergers & Acquisitions, Capital Raising, IPO, Internet, Digital Media, E-commerce, SaaS, Start-ups, Corporate Advisory, Leadership, Strategy, Angel Investing, Venture Capital, Mergers, Corporate Development, Investments, Finance, Private Placements, Strategic Partnerships, Business Strategy, Executive Management, Management, Financial Modeling, Growth Capital, Corporate Finance, Entrepreneurship, Investment Banking, Private Equity, Business Development, Due Diligence, M&A experience, LBO, Valuation, Hedge Funds, Investor Relations, Deal Sourcing, Emerging Markets, Equity Research, Venture Financing, Equity Capital Markets, Alternative Investments
Education
Stanford University Graduate School of Business 1993 — 1995
MBA
UCLA 1984 — 1989
BS, Cybernetics
Lucas Roberts's Milestone Partners Experience May 2007 - August 2007
Job Complex Bid Pricing Worldwide Software Group at IBM
Industry Financial Services
Will Peppo Will Peppo's Milestone Partners Experience June 2003 - January 2004
Job Mobile Advertising Executive
Industry Information Technology and Services
Experience
Placecast May 2012 - Present
APX Labs 2013 - Present
TrackMaven 2012 - Present
NextGen Angels 2012 - Present
TxVia June 2010 - December 2011
Revolution Partners February 2004 - April 2010
Milestone Partners June 2003 - January 2004
FBR May 2002 - August 2002
Accenture 1996 - 2001
Skills
Mobile Payments, Mobile Marketing, Mobile Advertising, Mobile Internet, Executive Management, Venture Capital, M&A experience, Negotiation, Finance, Strategy, New Business Development, Mergers, Business Strategy, Mergers & Acquisitions, Investment Banking, SaaS, Valuation, Leadership, Financial Modeling, Private Equity, Start-ups, Business Development, Product Management, Corporate Development, Corporate Finance, Entrepreneurship, Strategic Partnerships, Management, Angel Investing
Education
Wharton Business School 2001 — 2003
MBA
Duke University 1992 — 1996
BSE
Placecast May 2012 - Present
APX Labs 2013 - Present
TrackMaven 2012 - Present
NextGen Angels 2012 - Present
TxVia June 2010 - December 2011
Revolution Partners February 2004 - April 2010
Milestone Partners June 2003 - January 2004
FBR May 2002 - August 2002
Accenture 1996 - 2001
Skills
Mobile Payments, Mobile Marketing, Mobile Advertising, Mobile Internet, Executive Management, Venture Capital, M&A experience, Negotiation, Finance, Strategy, New Business Development, Mergers, Business Strategy, Mergers & Acquisitions, Investment Banking, SaaS, Valuation, Leadership, Financial Modeling, Private Equity, Start-ups, Business Development, Product Management, Corporate Development, Corporate Finance, Entrepreneurship, Strategic Partnerships, Management, Angel Investing
Education
Wharton Business School 2001 — 2003
MBA
Duke University 1992 — 1996
BSE
Dan Diorio's Milestone Partners Experience January 2014 - April 2014
Job Investment Banking Analyst at RBC
Industry Financial Services
Experience
RBC June 2014 - Present
Milestone Partners January 2014 - April 2014
GE Capital June 2013 - August 2013
Skills
Private Equity, Managerial Finance, Internal Audit, Venture Capital, Analysis, Variance Analysis, Acquisition Integration, Financial Reporting
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business, Honors Program
London School of Economics and Political Science 2011 — 2011
International Business
Ridgefield High School
RBC June 2014 - Present
Milestone Partners January 2014 - April 2014
GE Capital June 2013 - August 2013
Skills
Private Equity, Managerial Finance, Internal Audit, Venture Capital, Analysis, Variance Analysis, Acquisition Integration, Financial Reporting
Education
Villanova University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and International Business, Honors Program
London School of Economics and Political Science 2011 — 2011
International Business
Ridgefield High School
James Billmyer James Billmyer's Milestone Partners Experience March 2012 - Present
Job Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners March 2012 - Present
US Securities and Exchange Commission September 2011 - December 2011
Weir & Partners LLP May 2011 - August 2011
Amtrak July 2010 - December 2010
GR Technology May 2005 - August 2009
Skills
Admitted to the..., Private Equity, Investments, Due Diligence, Valuation, Bankruptcy, Mergers & Acquisitions, Financial Modeling, Financial Services, Corporate Finance, Venture Capital, Financial Analysis, Capital Markets, Alternative Investments, LBO, Investment Banking
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Doctor of Law (JD)
Wharton School of Business 2005 — 2009
B.S. Economics, Competitive Strategy and BPUB
The Episcopal Academy 2001 — 2005
Milestone Partners March 2012 - Present
US Securities and Exchange Commission September 2011 - December 2011
Weir & Partners LLP May 2011 - August 2011
Amtrak July 2010 - December 2010
GR Technology May 2005 - August 2009
Skills
Admitted to the..., Private Equity, Investments, Due Diligence, Valuation, Bankruptcy, Mergers & Acquisitions, Financial Modeling, Financial Services, Corporate Finance, Venture Capital, Financial Analysis, Capital Markets, Alternative Investments, LBO, Investment Banking
Education
Temple University - James E. Beasley School of Law 2009 — 2012
Doctor of Law (JD)
Wharton School of Business 2005 — 2009
B.S. Economics, Competitive Strategy and BPUB
The Episcopal Academy 2001 — 2005
Diego Sanz de Acedo's Milestone Partners Experience Private Banking InternBrown Brothers HarrimanJune 2014 - August 2014
Job Private Equity Summer Analyst
Industry Venture Capital & Private Equity
Experience
Milestone Partners Private Banking InternBrown Brothers HarrimanJune 2014 - August 2014
Skills
Finance, Leveraged Finance, Twitter, Microsoft Word, Microsoft Office, Social Media, Fixed Income, Investments, PowerPoint
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Philosphy, Politics, Economics
Germantown Friends School
Milestone Partners Private Banking InternBrown Brothers HarrimanJune 2014 - August 2014
Skills
Finance, Leveraged Finance, Twitter, Microsoft Word, Microsoft Office, Social Media, Fixed Income, Investments, PowerPoint
Education
University of Pennsylvania 2012 — 2016
Bachelor’s Degree, Philosphy, Politics, Economics
Germantown Friends School
Adam Curtin's Milestone Partners Experience December 2003 - Present
Job Partner at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners December 2003 - Present
Skills
LBO, Middle Market, Private Equity, Recapitalizations, Buyouts, Capital Markets, Debt, Leveraged Finance, Mergers, Equities, Venture Capital, Growth Capital, Alternative Investments
Education
Penn State University 1997 — 2001
BS
Milestone Partners December 2003 - Present
Skills
LBO, Middle Market, Private Equity, Recapitalizations, Buyouts, Capital Markets, Debt, Leveraged Finance, Mergers, Equities, Venture Capital, Growth Capital, Alternative Investments
Education
Penn State University 1997 — 2001
BS
Craig Warznak's Milestone Partners Experience 2009 - 2010
Job Corporate Development & Capital Planning at CDI
Industry Venture Capital & Private Equity
Experience
CDI Corporation June 2015 - Present
Day & Zimmermann 2011 - June 2015
Hamilton Lane 2010 - 2011
Milestone Partners 2009 - 2010
Lazard 2007 - 2009
Broadpoint Gleacher 2006 - 2007
Skills
Valuation, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Modeling, Financial Analysis, Venture Capital, Strategy, M&A Negotiations, Investment Banking, Emerging Markets, Mergers & Acquisitions, Business Valuation, M&A experience
Education
Georgetown University 2002 — 2006
B.S.B.A., Finance & Management
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance & Management
CDI Corporation June 2015 - Present
Day & Zimmermann 2011 - June 2015
Hamilton Lane 2010 - 2011
Milestone Partners 2009 - 2010
Lazard 2007 - 2009
Broadpoint Gleacher 2006 - 2007
Skills
Valuation, Corporate Finance, Mergers, Due Diligence, Private Equity, Financial Modeling, Financial Analysis, Venture Capital, Strategy, M&A Negotiations, Investment Banking, Emerging Markets, Mergers & Acquisitions, Business Valuation, M&A experience
Education
Georgetown University 2002 — 2006
B.S.B.A., Finance & Management
Georgetown University - The McDonough School of Business 2002 — 2006
BSBA, Finance & Management
Brooke Hayes's Milestone Partners Experience February 2002 - Present
Job Partner at Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners February 2002 - Present
JPMorgan Chase H&Q 1999 - 2002
The Stratum Group 1995 - 1997
Skills
Private Equity, Venture Capital, Growth Capital, LBO, Due Diligence, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania 1989 — 1993
BSE, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS
The McCallie School 1986 — 1989
Milestone Partners February 2002 - Present
JPMorgan Chase H&Q 1999 - 2002
The Stratum Group 1995 - 1997
Skills
Private Equity, Venture Capital, Growth Capital, LBO, Due Diligence, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania 1989 — 1993
BSE, Finance
University of Pennsylvania - The Wharton School 1989 — 1993
BS
The McCallie School 1986 — 1989
William (Billy) Olson's Milestone Partners Experience July 2011 - February 2012
Job President and CEO at CODI, Worldwide
Industry Consumer Goods
Experience
CODi Inc. March 2012 - Present
Milestone Partners July 2011 - February 2012
Smooth Fitness June 2008 - June 2011
Schroder Ventures February 2007 - June 2008
Management Recruiters Inc 2005 - 2006
Vertrue 2001 - 2004
Dunlop Maxfli Sports Corporation 1997 - 2000
Gold Coast Beverage 1995 - 1996
Guinness Brewing North America 1991 - 1994
Guinness Brewing North America 1990 - 1990
Skills
Strategic Planning, Strategy, Leadership, Business Strategy, New Business Development, Management, Mergers & Acquisitions, Marketing Strategy, Sales, Entrepreneurship, Mergers, E-commerce, Online Advertising, Sales Management
Education
Temple University 1976 — 1981
B.A., Pre Law
CODi Inc. March 2012 - Present
Milestone Partners July 2011 - February 2012
Smooth Fitness June 2008 - June 2011
Schroder Ventures February 2007 - June 2008
Management Recruiters Inc 2005 - 2006
Vertrue 2001 - 2004
Dunlop Maxfli Sports Corporation 1997 - 2000
Gold Coast Beverage 1995 - 1996
Guinness Brewing North America 1991 - 1994
Guinness Brewing North America 1990 - 1990
Skills
Strategic Planning, Strategy, Leadership, Business Strategy, New Business Development, Management, Mergers & Acquisitions, Marketing Strategy, Sales, Entrepreneurship, Mergers, E-commerce, Online Advertising, Sales Management
Education
Temple University 1976 — 1981
B.A., Pre Law
Greg Ambrogi's Milestone Partners Experience April 2013 - July 2015
Job CFO at Ampere Capital Group
Industry Financial Services
Experience
Ampere Capital Group July 2015 - Present
Milestone Partners April 2013 - July 2015
New Jersey Medicaid August 2011 - April 2013
Susquehanna International Group June 2008 - April 2011
Smokey Joe's October 2006 - May 2008
Meradia Group June 2007 - August 2007
Affiliated Distributors June 2005 - August 2005
Skills
Management, Budgets, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Financial Risk, Microsoft Office, Bloomberg, Investments, Equities, Due Diligence, Microsoft Excel, Leadership, Capital Markets, Portfolio Management
Education
University of Pennsylvania 2004 — 2008
B.S., Economics with a concentration in Finance
University of Pennsylvania - The Wharton School 2004 — 2008
St. Joseph's Prep
St. Joseph's Prep
Ampere Capital Group July 2015 - Present
Milestone Partners April 2013 - July 2015
New Jersey Medicaid August 2011 - April 2013
Susquehanna International Group June 2008 - April 2011
Smokey Joe's October 2006 - May 2008
Meradia Group June 2007 - August 2007
Affiliated Distributors June 2005 - August 2005
Skills
Management, Budgets, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Alternative Investments, Financial Risk, Microsoft Office, Bloomberg, Investments, Equities, Due Diligence, Microsoft Excel, Leadership, Capital Markets, Portfolio Management
Education
University of Pennsylvania 2004 — 2008
B.S., Economics with a concentration in Finance
University of Pennsylvania - The Wharton School 2004 — 2008
St. Joseph's Prep
St. Joseph's Prep
David Proctor's Milestone Partners Experience September 2009 - Present
Job Partner, Milestone Partners
Industry Venture Capital & Private Equity
Experience
Milestone Partners September 2009 - Present
Kids Smiles Inc. June 2009 - June 2013
Wind River Holdings April 2000 - September 2009
Philadelphia Mixing Solutions April 2002 - December 2005
Janney Montgomery Scott August 1994 - April 2000
Frank W. Winne & Sons July 1990 - August 1994
International Raw Materials Ltd. June 1987 - July 1990
Skills
Mergers, Private Equity, Restructuring, Strategic Planning, Investment Banking, Business Development, Product Development, Management, Sales Management, Venture Capital, New Business Development, Business Strategy, Acquisitions, Sales, Banking, Product Marketing, Start-ups, Strategic Partnerships, Corporate Finance, Strategy, Financial Analysis, Mergers & Acquisitions, Analysis, Due Diligence, Management Consulting, Entrepreneurship
Education
University of Pennsylvania 2008 — 2010
MSc. Engineering, EMTM Program
University of Pennsylvania - The Wharton School 1983 — 1987
BSc Economics, Finance, Entrepreneurial Mgmt
Milestone Partners September 2009 - Present
Kids Smiles Inc. June 2009 - June 2013
Wind River Holdings April 2000 - September 2009
Philadelphia Mixing Solutions April 2002 - December 2005
Janney Montgomery Scott August 1994 - April 2000
Frank W. Winne & Sons July 1990 - August 1994
International Raw Materials Ltd. June 1987 - July 1990
Skills
Mergers, Private Equity, Restructuring, Strategic Planning, Investment Banking, Business Development, Product Development, Management, Sales Management, Venture Capital, New Business Development, Business Strategy, Acquisitions, Sales, Banking, Product Marketing, Start-ups, Strategic Partnerships, Corporate Finance, Strategy, Financial Analysis, Mergers & Acquisitions, Analysis, Due Diligence, Management Consulting, Entrepreneurship
Education
University of Pennsylvania 2008 — 2010
MSc. Engineering, EMTM Program
University of Pennsylvania - The Wharton School 1983 — 1987
BSc Economics, Finance, Entrepreneurial Mgmt
Andrew Ravenna's Milestone Partners Experience July 2013 - July 2015
Job Senior Associate at New Water Capital, L.P.
Industry Venture Capital & Private Equity
Experience
New Water Capital, L.P. July 2015 - Present
Milestone Partners July 2013 - July 2015
Arsenal Capital Partners April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Skills
Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Analysis, Financial Structuring, Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Finance, Equities, Corporate Finance, Bloomberg
Education
Hamilton College 2006 — 2010
BA, Economics
Suffern High School 2002 — 2006
New Water Capital, L.P. July 2015 - Present
Milestone Partners July 2013 - July 2015
Arsenal Capital Partners April 2012 - July 2013
Barclays Capital June 2010 - April 2012
Skills
Private Equity, Mergers & Acquisitions, Capital Markets, Investments, Analysis, Financial Structuring, Valuation, Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Finance, Equities, Corporate Finance, Bloomberg
Education
Hamilton College 2006 — 2010
BA, Economics
Suffern High School 2002 — 2006
Bob Levine's Milestone Partners Experience September 1995 - December 2010
Job Managing Partner of L2 Capital Partners
Industry Venture Capital & Private Equity
Experience
L2 Capital Partners December 2010 - Present
Milestone Partners September 1995 - December 2010
Skills
Private Equity, Venture Capital, Buyouts, Recapitalizations, Growth Capital, Mergers, LBO, Middle Market, Due Diligence, Valuation, Corporate Finance, M&A experience, Investment Banking, Restructuring, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
The George Washington University Law School 1978 — 1981
JD
Northwestern University 1974 — 1978
BA, Economics
L2 Capital Partners December 2010 - Present
Milestone Partners September 1995 - December 2010
Skills
Private Equity, Venture Capital, Buyouts, Recapitalizations, Growth Capital, Mergers, LBO, Middle Market, Due Diligence, Valuation, Corporate Finance, M&A experience, Investment Banking, Restructuring, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
The George Washington University Law School 1978 — 1981
JD
Northwestern University 1974 — 1978
BA, Economics
Brooke Stokes's Milestone Partners Experience May 2009 - August 2009
Job JD/MBA Candidate at University of Pennsylvania
Industry Management Consulting
Experience
Cornerstone Research July 2014 - August 2014
Cornerstone Research July 2013 - June 2014
Cornerstone Research August 2011 - June 2013
Bucknell University December 2009 - May 2011
Societe Generale December 2010 - January 2011
Societe Generale May 2010 - August 2010
Milestone Partners May 2009 - August 2009
Education
University of Pennsylvania - The Wharton School
M.B.A., Finance
University of Pennsylvania Law School
J.D.
Bucknell University 2007 — 2011
B.S.B.A. with Honors, Management
Cornerstone Research July 2014 - August 2014
Cornerstone Research July 2013 - June 2014
Cornerstone Research August 2011 - June 2013
Bucknell University December 2009 - May 2011
Societe Generale December 2010 - January 2011
Societe Generale May 2010 - August 2010
Milestone Partners May 2009 - August 2009
Education
University of Pennsylvania - The Wharton School
M.B.A., Finance
University of Pennsylvania Law School
J.D.
Bucknell University 2007 — 2011
B.S.B.A. with Honors, Management
Rich Rich Furtyo's Milestone Partners Experience 1987 - Present
Job Service Manager at JX Enterprises
Industry Transportation/Trucking/Railroad
Experience
JX Enterprises November 2006 - Present
Milestone Partners 1987 - Present
Rush Truck Centers / Peterbilt July 1987 - November 2006
Inland Steel July 1979 - September 1984
US Army March 1976 - April 1979
Skills
Warranty, Vehicles, Trucking, Transportation, Automotive Repair, Operations Management, Parts, Customer Satisfaction, Truck, Inventory Management, Troubleshooting, Fleet Management, Team Building, Customer Service, Logistics, Process Improvement
Education
Mesa Community College 1986 — 1987
Associate's Degree, Engine maintenance systems, engines, power trains, and fluid, power, and electrical systems.
Prairie State College 1980 — 1981
Electrical, Mechanical & Industrial, Millwright
JX Enterprises November 2006 - Present
Milestone Partners 1987 - Present
Rush Truck Centers / Peterbilt July 1987 - November 2006
Inland Steel July 1979 - September 1984
US Army March 1976 - April 1979
Skills
Warranty, Vehicles, Trucking, Transportation, Automotive Repair, Operations Management, Parts, Customer Satisfaction, Truck, Inventory Management, Troubleshooting, Fleet Management, Team Building, Customer Service, Logistics, Process Improvement
Education
Mesa Community College 1986 — 1987
Associate's Degree, Engine maintenance systems, engines, power trains, and fluid, power, and electrical systems.
Prairie State College 1980 — 1981
Electrical, Mechanical & Industrial, Millwright