Millstein & Co.
Industry: Company
DescriptionFounded: 2011 Subsidiaries: PRA Government Services, LLC, MuniServices LLC, RamWare, L.L.C., Broussard Partners & Associates, Inc. Parent organization: Guggenheim Securities, LLC
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Millstein & Co. Employees
Employee
Years
Job
Industry
Stephen Strateman Stephen Strateman's Millstein & Co. Experience July 2013 - February 2015
Job Acquisitions Associate at Castellan Real Estate Partners
Industry Commercial Real Estate
Experience
Castellan Real Estate Partners February 2015 - Present
Millstein & Co. July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
du Pasquier & Co. July 2011 - January 2012
Massey Knakal Realty Services June 2011 - July 2011
JP Morgan Chase June 2010 - August 2010
Skills
Real Estate, Financial Modeling, Restructuring, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Commercial Real Estate..., Multi-family Investment..., Financial restructuring, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance
Castellan Real Estate Partners February 2015 - Present
Millstein & Co. July 2013 - February 2015
Goldman Sachs June 2012 - August 2012
du Pasquier & Co. July 2011 - January 2012
Massey Knakal Realty Services June 2011 - July 2011
JP Morgan Chase June 2010 - August 2010
Skills
Real Estate, Financial Modeling, Restructuring, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Commercial Real Estate..., Multi-family Investment..., Financial restructuring, Capital Markets
Education
Tulane University - A.B. Freeman School of Business 2009 — 2013
BSM, Finance
Sean Sakaguchi Sean Sakaguchi's Millstein & Co. Experience June 2015 - Present
Job Restructuring Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. June 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
Lowe Institute of Political Economy and RAND Corporation May 2014 - Present
The Financial Economics Institute May 2013 - May 2014
Marian Miner Cook Athenaeum September 2012 - April 2014
U.S. Senator Ron Wyden June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Accounting, Data Analysis, Financial Statement..., Statistics, Customer Service, Stata, Quantitative Research, Qualitative Research, Visual Basic, Policy Analysis, Microsoft Word, Japanese..., Bloomberg Terminal..., CPR and AED Certified, SWOT Analysis, EGS Analysis, Valuation, Public Policy, Political Science, Econometrics, English
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Philosophy, Politics, and Economics; Economics-Accounting; Financial Economics
Tigard High School 2008 — 2012
Diploma - Honors
Millstein & Co. June 2015 - Present
Morgan Stanley Wealth Management March 2014 - Present
Lowe Institute of Political Economy and RAND Corporation May 2014 - Present
The Financial Economics Institute May 2013 - May 2014
Marian Miner Cook Athenaeum September 2012 - April 2014
U.S. Senator Ron Wyden June 2011 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, PowerPoint, Economics, Accounting, Data Analysis, Financial Statement..., Statistics, Customer Service, Stata, Quantitative Research, Qualitative Research, Visual Basic, Policy Analysis, Microsoft Word, Japanese..., Bloomberg Terminal..., CPR and AED Certified, SWOT Analysis, EGS Analysis, Valuation, Public Policy, Political Science, Econometrics, English
Education
Claremont McKenna College 2012 — 2016
Bachelor's Degree, Philosophy, Politics, and Economics; Economics-Accounting; Financial Economics
Tigard High School 2008 — 2012
Diploma - Honors
Samuel Breuer Samuel Breuer's Millstein & Co. Experience August 2015 - Present
Job Investment Banking Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. August 2015 - Present
Miller Buckfire July 2014 - August 2015
Miller Buckfire June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Millstein & Co. August 2015 - Present
Miller Buckfire July 2014 - August 2015
Miller Buckfire June 2013 - August 2013
Skills
Microsoft Excel, Financial Modeling, Microsoft Word
Education
University of Pennsylvania 2010 — 2014
Aileen (Zhuangchu) Wang Aileen (Zhuangchu) Wang's Millstein & Co. Experience July 2014 - Present
Job Financial Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. July 2014 - Present
Student Federal Credit Union at the University of Pennsylvania 2010 - 2014
Fannie Mae June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania May 2011 - September 2011
Skills
Investments, Microsoft Office, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Microsoft Excel, Investment Banking, VBA, Analysis
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Economics
Millstein & Co. July 2014 - Present
Student Federal Credit Union at the University of Pennsylvania 2010 - 2014
Fannie Mae June 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania May 2011 - September 2011
Skills
Investments, Microsoft Office, Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Microsoft Excel, Investment Banking, VBA, Analysis
Education
Wharton School, University of Pennsylvania 2010 — 2014
Bachelor of Science (B.S.), Economics
Matt Guill Matt Guill's Millstein & Co. Experience July 2013 - Present
Job Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. July 2013 - Present
Lincoln International June 2012 - August 2012
Hampden-Sydney College 2009 - 2011
Cary Street Partners 2006 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Bloomberg, Due Diligence, Research, Strategic Financial..., Hedge Funds, Economics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Hampden-Sydney College
BA, History
Millstein & Co. July 2013 - Present
Lincoln International June 2012 - August 2012
Hampden-Sydney College 2009 - 2011
Cary Street Partners 2006 - 2009
Skills
Financial Modeling, Valuation, Corporate Finance, Equities, Bloomberg, Due Diligence, Research, Strategic Financial..., Hedge Funds, Economics
Education
Columbia University - Columbia Business School 2011 — 2013
Master of Business Administration (MBA)
Hampden-Sydney College
BA, History
Andrew Sartorius Andrew Sartorius's Millstein & Co. Experience July 2013 - March 2015
Job Research Analyst at Capstone LLC
Industry Financial Services
Experience
Capstone LLC April 2015 - Present
Millstein & Co. July 2013 - March 2015
European Bank for Reconstruction and Development May 2012 - August 2012
United States Soccer Federation September 2006 - June 2012
Department of Slavic Languages May 2011 - August 2011
Skills
International Relations, English, Spanish, Securities, Finance, Data Analysis, Microsoft Word, Social Media, Financial Modeling, Editing
Education
Princeton University 2009 — 2013
BA, Woodrow Wilson School of Public and International Affairs, Certificates: Russian & Eurasian Studies, Contemporary European Politics
Nevsky Institute of Foreign Languages and Culture, St. Petersburg, Russia 2010 — 2010
Russian Language and Literature
The Pingry School 2005 — 2009
Capstone LLC April 2015 - Present
Millstein & Co. July 2013 - March 2015
European Bank for Reconstruction and Development May 2012 - August 2012
United States Soccer Federation September 2006 - June 2012
Department of Slavic Languages May 2011 - August 2011
Skills
International Relations, English, Spanish, Securities, Finance, Data Analysis, Microsoft Word, Social Media, Financial Modeling, Editing
Education
Princeton University 2009 — 2013
BA, Woodrow Wilson School of Public and International Affairs, Certificates: Russian & Eurasian Studies, Contemporary European Politics
Nevsky Institute of Foreign Languages and Culture, St. Petersburg, Russia 2010 — 2010
Russian Language and Literature
The Pingry School 2005 — 2009
Robert Pollak Robert Pollak's Millstein & Co. Experience June 2013 - August 2013
Job Student at The George Washington University Law School
Industry Law Practice
Experience
Bank Leumi USA May 2015 - August 2015
Millstein & Co. June 2013 - August 2013
Moscow International Business Association May 2013 - June 2013
RBC Capital Markets June 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Skills
Legal Writing, Finance, Russian, Microsoft Word, Legal Research, Public Speaking, Teamwork, PowerPoint, Organizational &...
Education
The George Washington University Law School 2014 — 2017
J.D. Candidate 2017
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Bank Leumi USA May 2015 - August 2015
Millstein & Co. June 2013 - August 2013
Moscow International Business Association May 2013 - June 2013
RBC Capital Markets June 2012 - August 2012
Kings County District Attorneys Office June 2011 - August 2011
Skills
Legal Writing, Finance, Russian, Microsoft Word, Legal Research, Public Speaking, Teamwork, PowerPoint, Organizational &...
Education
The George Washington University Law School 2014 — 2017
J.D. Candidate 2017
Georgetown University - The McDonough School of Business 2010 — 2014
Bachelor of Science in Business Administration (BSBA), Finance, International Business
Eric Glyman Eric Glyman's Millstein & Co. Experience July 2012 - September 2014
Job Founder at Paribus.co
Industry Internet
Experience
Paribus Co. 2014 - Present
Millstein & Co. July 2012 - September 2014
Global China Connection January 2009 - July 2014
Houlihan Lokey June 2011 - August 2011
Peking University Center for Health Economics Research April 2011 - June 2011
Consumer Electronics Association January 2011 - January 2011
iKang Guobin June 2010 - August 2010
Consumer Electronics Association January 2010 - January 2010
EXPRESS June 2008 - September 2008
Skills
Mandarin, Financial Modeling, Strategy, Business Strategy, Restructuring, Finance, Economics, Emerging Markets, Research, Distressed Debt, Stata, Competitive Analysis, Flora & Fauna, Venture Capital, Dog Grooming, Financial Analysis, PowerPoint, Opulence, Intrigue, Cash Flow, Bodywork
Education
Harvard University 2008 — 2012
A.B., Economics and East Asian Studies
Peking University 2011 — 2011
Visiting Scholar, Coursework in Finance, Accounting, Health Economics, Anthropology
Harvard Beijing Academy 2009 — 2009
Citation, Mandarin Chinese
Y Combinator
Paribus Co. 2014 - Present
Millstein & Co. July 2012 - September 2014
Global China Connection January 2009 - July 2014
Houlihan Lokey June 2011 - August 2011
Peking University Center for Health Economics Research April 2011 - June 2011
Consumer Electronics Association January 2011 - January 2011
iKang Guobin June 2010 - August 2010
Consumer Electronics Association January 2010 - January 2010
EXPRESS June 2008 - September 2008
Skills
Mandarin, Financial Modeling, Strategy, Business Strategy, Restructuring, Finance, Economics, Emerging Markets, Research, Distressed Debt, Stata, Competitive Analysis, Flora & Fauna, Venture Capital, Dog Grooming, Financial Analysis, PowerPoint, Opulence, Intrigue, Cash Flow, Bodywork
Education
Harvard University 2008 — 2012
A.B., Economics and East Asian Studies
Peking University 2011 — 2011
Visiting Scholar, Coursework in Finance, Accounting, Health Economics, Anthropology
Harvard Beijing Academy 2009 — 2009
Citation, Mandarin Chinese
Y Combinator
Quinn Lawlor Quinn Lawlor's Millstein & Co. Experience August 2015 - Present
Job Restructuring Analyst at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. August 2015 - Present
J.P. Morgan June 2014 - August 2015
Westward Partners LLC October 2013 - December 2013
J.P. Morgan June 2013 - August 2013
BMO Harris Bank June 2012 - August 2012
Xela Capital January 2012 - March 2012
BMO Harris Bank June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Investments, Data Analysis, Financial Markets, Leadership, Financial Modeling, Analysis, Investment Banking, Finance, Microsoft Word, Martini, PowerPoint, Corporate Finance, Valuation, Ice Cream, Earthquake, Microsoft Office, Financial Analysis, Sunscreens, Credit
Education
University of Washington, Michael G. Foster School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Bocconi University 2012 — 2012
Exchange Program - Milan, Italy
Millstein & Co. August 2015 - Present
J.P. Morgan June 2014 - August 2015
Westward Partners LLC October 2013 - December 2013
J.P. Morgan June 2013 - August 2013
BMO Harris Bank June 2012 - August 2012
Xela Capital January 2012 - March 2012
BMO Harris Bank June 2011 - August 2011
Skills
Bloomberg Terminal, Microsoft Excel, Investments, Data Analysis, Financial Markets, Leadership, Financial Modeling, Analysis, Investment Banking, Finance, Microsoft Word, Martini, PowerPoint, Corporate Finance, Valuation, Ice Cream, Earthquake, Microsoft Office, Financial Analysis, Sunscreens, Credit
Education
University of Washington, Michael G. Foster School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Bocconi University 2012 — 2012
Exchange Program - Milan, Italy
Ali Abramovitz Ali Abramovitz's Millstein & Co. Experience April 2013 - June 2015
Job Analyst at Silver Point Capital
Industry Investment Banking
Experience
Silver Point Capital August 2015 - Present
Millstein & Co. April 2013 - June 2015
Citi June 2012 - April 2013
Citi June 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Economics, M&A experience, Capital IQ, Bloomberg Terminal, DCF, Research, Finance, Credit, Corporate Finance, Restructuring
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Accounting with the Financial Sequence
The Chinese University of Hong Kong 2011 — 2011
Mandarin, China Finance & Accounting
Silver Point Capital August 2015 - Present
Millstein & Co. April 2013 - June 2015
Citi June 2012 - April 2013
Citi June 2012 - April 2013
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Economics, M&A experience, Capital IQ, Bloomberg Terminal, DCF, Research, Finance, Credit, Corporate Finance, Restructuring
Education
Claremont McKenna College 2008 — 2012
Bachelor of Arts (B.A.), Economics & Accounting with the Financial Sequence
The Chinese University of Hong Kong 2011 — 2011
Mandarin, China Finance & Accounting
Josh Mendelsohn Josh Mendelsohn's Millstein & Co. Experience July 2015 - Present
Job Financial Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. July 2015 - Present
Credit Suisse June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
Allstate Insurance Agency June 2012 - August 2012
The Wharton School January 2012 - May 2012
University of Pennsylvania August 2011 - December 2011
Allstate June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Teamwork, HTML, Research, Windows, Social Media, Public Speaking, Outlook, Editing, OS X, Statistics, Data Analysis, Financial Modeling, Financial Analysis, Economics, Finance, Strategy, Analysis, Leadership, Corporate Finance, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Jericho Senior High School 2007 — 2011
High School Diploma
Cornell University 2010 — 2010
Millstein & Co. July 2015 - Present
Credit Suisse June 2014 - August 2014
Thomson Reuters June 2013 - August 2013
Allstate Insurance Agency June 2012 - August 2012
The Wharton School January 2012 - May 2012
University of Pennsylvania August 2011 - December 2011
Allstate June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Java, Teamwork, HTML, Research, Windows, Social Media, Public Speaking, Outlook, Editing, OS X, Statistics, Data Analysis, Financial Modeling, Financial Analysis, Economics, Finance, Strategy, Analysis, Leadership, Corporate Finance, Market Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor of Science (BS), Economics
Jericho Senior High School 2007 — 2011
High School Diploma
Cornell University 2010 — 2010
Annabel Schlossberg Annabel Schlossberg's Millstein & Co. Experience April 2012 - September 2013
Job HR Business Partner
Industry Human Resources
Experience
Oxford University Press September 2015 - Present
McGraw Hill Financial September 2013 - September 2015
Millstein & Co. April 2012 - September 2013
MF Global February 2010 - February 2012
Goldman Sachs August 2004 - August 2009
Skills
Project Management, Corporate Real Estate, Vendor Management, Facilities Management, LEED, Training, Contract Negotiation, Human Resources, Program Management, Budgets, Recruiting, Forecasting, Outsourcing, Management, Leadership, Analysis, Executive Management, Finance, Financial Analysis
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Arts, Spanish Language and Literature
Oxford University Press September 2015 - Present
McGraw Hill Financial September 2013 - September 2015
Millstein & Co. April 2012 - September 2013
MF Global February 2010 - February 2012
Goldman Sachs August 2004 - August 2009
Skills
Project Management, Corporate Real Estate, Vendor Management, Facilities Management, LEED, Training, Contract Negotiation, Human Resources, Program Management, Budgets, Recruiting, Forecasting, Outsourcing, Management, Leadership, Analysis, Executive Management, Finance, Financial Analysis
Education
State University of New York at Binghamton 2000 — 2004
Bachelor of Arts, Spanish Language and Literature
Josh Chmara's Millstein & Co. Experience June 2015 - Present
Job Investment Banking Analyst Restructuring at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. June 2015 - Present
TAMID Israel Investment Group November 2011 - December 2014
Millstein & Co. May 2014 - August 2014
TAMID Israel Investment Group December 2013 - August 2014
Harvard University February 2013 - May 2014
Asquith Israel June 2013 - October 2013
Massachusetts Alliance of College Republicans 2012 - 2012
United States Senate July 2011 - August 2011
Jewish Rehabilitation Center September 2006 - 2010
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Capital IQ, Java
Education
Harvard University 2011 — 2015
Bachelor of Arts cum laude, Economics
Marblehead High School 2007 — 2011
Millstein & Co. June 2015 - Present
TAMID Israel Investment Group November 2011 - December 2014
Millstein & Co. May 2014 - August 2014
TAMID Israel Investment Group December 2013 - August 2014
Harvard University February 2013 - May 2014
Asquith Israel June 2013 - October 2013
Massachusetts Alliance of College Republicans 2012 - 2012
United States Senate July 2011 - August 2011
Jewish Rehabilitation Center September 2006 - 2010
Skills
Financial Modeling, Microsoft Excel, Bloomberg, Capital IQ, Java
Education
Harvard University 2011 — 2015
Bachelor of Arts cum laude, Economics
Marblehead High School 2007 — 2011
Keyi (Sophie) Wang Keyi (Sophie) Wang's Millstein & Co. Experience July 2013 - Present
Job Financial Analyst at Millstein & Co.
Industry Financial Services
Experience
Millstein & Co. July 2013 - Present
UBS Investment Bank 2011 - 2011
Agricultural Bank of China July 2010 - August 2010
Skills
Corporate Finance, Bloomberg, Financial Modeling, Valuation, Investment Banking, Investments, Financial Analysis, Equity Research
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance
Peking University 2008 — 2012
Bachelor of Arts, Finance, General
Millstein & Co. July 2013 - Present
UBS Investment Bank 2011 - 2011
Agricultural Bank of China July 2010 - August 2010
Skills
Corporate Finance, Bloomberg, Financial Modeling, Valuation, Investment Banking, Investments, Financial Analysis, Equity Research
Education
Massachusetts Institute of Technology 2012 — 2013
Master of Finance
Peking University 2008 — 2012
Bachelor of Arts, Finance, General
Robert Kost Robert Kost's Millstein & Co. Experience 2012 - 2015
Job Managing Director at Goldin Associates, LLC
Industry Investment Banking
Experience
Goldin Associates, LLC 2015 - Present
Millstein & Co. 2012 - 2015
Gleacher & Company 2007 - 2011
Lazard 1999 - 2007
Deutsche Bank 1994 - 1999
The Chase Manhattan Bank 1986 - 1991
Skills
Finance, Restructuring, Corporate Law, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
Goldin Associates, LLC 2015 - Present
Millstein & Co. 2012 - 2015
Gleacher & Company 2007 - 2011
Lazard 1999 - 2007
Deutsche Bank 1994 - 1999
The Chase Manhattan Bank 1986 - 1991
Skills
Finance, Restructuring, Corporate Law, Corporate Finance, Hedge Funds, Investment Banking, Private Equity, Financial Modeling, Valuation, Management, Mergers & Acquisitions, Due Diligence, Capital Markets, Investments, Equities, Venture Capital
Education
Duke University - The Fuqua School of Business 1991 — 1993
MBA, Finance
University of Michigan 1982 — 1986
BA, Economics
Alice Chong's Millstein & Co. Experience April 2014 - Present
Job Vice President at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. April 2014 - Present
Skills
Investment Banking, Restructuring, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets, Corporate Development
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Political Sciene
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration
Millstein & Co. April 2014 - Present
Skills
Investment Banking, Restructuring, Financial Modeling, Valuation, Corporate Finance, Mergers & Acquisitions, Capital Markets, Corporate Development
Education
University of California, Berkeley 2002 — 2006
Bachelor of Arts (B.A.), Political Sciene
University of California, Berkeley - Walter A. Haas School of Business 2002 — 2006
Bachelor of Science (BS), Business Administration
Steven Bremer's Millstein & Co. Experience April 2012 - February 2014
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners May 2014 - Present
Millstein & Co. April 2012 - February 2014
Miller Buckfire July 2007 - March 2012
Capital One September 2001 - June 2005
Dean and Company September 2000 - August 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Virginia 1999 — 2000
MS, Systems Engineering
University of Virginia 1995 — 1999
BS, Systems Engineering
Simsbury High School 1991 — 1995
Centerview Partners May 2014 - Present
Millstein & Co. April 2012 - February 2014
Miller Buckfire July 2007 - March 2012
Capital One September 2001 - June 2005
Dean and Company September 2000 - August 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
University of Virginia 1999 — 2000
MS, Systems Engineering
University of Virginia 1995 — 1999
BS, Systems Engineering
Simsbury High School 1991 — 1995
Brendan Hayes's Millstein & Co. Experience January 2013 - Present
Job Managing Director at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. January 2013 - Present
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Tulane University 1995 — 1999
BS
Millstein & Co. January 2013 - Present
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA
Tulane University 1995 — 1999
BS
M. Fraz Ahmed's Millstein & Co. Experience June 2013 - August 2013
Job Director, Corporate Development at Cardtronics
Industry Financial Services
Experience
Cardtronics March 2015 - Present
Sallyport Investments, LLC 2014 - 2014
Millstein & Co. June 2013 - August 2013
The GlenRock Group May 2011 - December 2011
Equifin Capital August 2008 - April 2011
Lazard November 2006 - June 2008
GE Commercial Finance July 2005 - November 2006
GE Consumer Finance June 2004 - August 2004
Visteon June 2003 - August 2003
Skills
M&A experience, Restructuring, Financial Planning, Financial Institutions, Leveraged Finance, Financial Technology, Private Equity/Venture..., Strategic Financial..., Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance, Emerging Markets, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Management
Northwestern University 2001 — 2005
B.S., Electrical Engineering and Economics
St. Patrick's High School 1999 — 2001
GCE Advanced Level, Pre-Engineering
The City School 1996 — 1999
GCE Ordinary Level, Pre-Engineering
Cardtronics March 2015 - Present
Sallyport Investments, LLC 2014 - 2014
Millstein & Co. June 2013 - August 2013
The GlenRock Group May 2011 - December 2011
Equifin Capital August 2008 - April 2011
Lazard November 2006 - June 2008
GE Commercial Finance July 2005 - November 2006
GE Consumer Finance June 2004 - August 2004
Visteon June 2003 - August 2003
Skills
M&A experience, Restructuring, Financial Planning, Financial Institutions, Leveraged Finance, Financial Technology, Private Equity/Venture..., Strategic Financial..., Investment Banking, Financial Modeling, Private Equity, Valuation, Corporate Finance, Emerging Markets, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Finance, Management
Northwestern University 2001 — 2005
B.S., Electrical Engineering and Economics
St. Patrick's High School 1999 — 2001
GCE Advanced Level, Pre-Engineering
The City School 1996 — 1999
GCE Ordinary Level, Pre-Engineering
Pamela Gelfond's Millstein & Co. Experience August 2012 - January 2014
Job Director, Applied Sciences at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters November 2014 - Present
Thomson Reuters January 2014 - November 2014
Millstein & Co. August 2012 - January 2014
Google June 2011 - August 2011
Thomson Reuters January 2008 - August 2009
Skills
Strategy, Financial Modeling, Business Strategy, Valuation, Mergers, Data Analysis
Education
University of Pennsylvania 2009 — 2012
JD/MBA
Yale University 2003 — 2007
B.S., Physics
Thomson Reuters November 2014 - Present
Thomson Reuters January 2014 - November 2014
Millstein & Co. August 2012 - January 2014
Google June 2011 - August 2011
Thomson Reuters January 2008 - August 2009
Skills
Strategy, Financial Modeling, Business Strategy, Valuation, Mergers, Data Analysis
Education
University of Pennsylvania 2009 — 2012
JD/MBA
Yale University 2003 — 2007
B.S., Physics
Richard Summers's Millstein & Co. Experience September 2013 - Present
Job Principal Investing at Millstein & Co.
Industry Venture Capital & Private Equity
Experience
Millstein & Co. September 2013 - Present
Barclays June 2011 - July 2013
Camp Kesem North Carolina September 2009 - December 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
Providence Day School 2003 — 2007
Millstein & Co. September 2013 - Present
Barclays June 2011 - July 2013
Camp Kesem North Carolina September 2009 - December 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill 2007 — 2011
BS, Business Administration
Providence Day School 2003 — 2007
Andrew Ciriello's Millstein & Co. Experience February 2014 - Present
Job Vice President at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. February 2014 - Present
Macquarie Group November 2010 - February 2014
FBR June 2009 - October 2010
FBR June 2008 - June 2009
Perseus Realty Partners Real Estate Investors 2007 - 2008
Skills
Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Equities
Education
Georgetown University 2004 — 2008
BS BA, Finance, International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, International Business
Millstein & Co. February 2014 - Present
Macquarie Group November 2010 - February 2014
FBR June 2009 - October 2010
FBR June 2008 - June 2009
Perseus Realty Partners Real Estate Investors 2007 - 2008
Skills
Financial Modeling, Bloomberg, Capital Markets, Investment Banking, Equities
Education
Georgetown University 2004 — 2008
BS BA, Finance, International Business
Georgetown University - The McDonough School of Business 2004 — 2008
BS, Finance, International Business
Stan Petrenko's Millstein & Co. Experience April 2015 - Present
Job Analyst at Millstein & Co.
Industry Investment Banking
Experience
Millstein & Co. April 2015 - Present
PwC January 2012 - April 2015
Freddie Mac June 2011 - December 2011
James Madison University - Science & Math Learning Center August 2009 - May 2011
Freddie Mac May 2010 - August 2010
James Madison University August 2009 - May 2010
Skills
Financial Modeling, Operational Risk..., VBA, Microsoft Excel, Financial Analysis, SAS programming, Bloomberg, Valuation, Credit Risk, Academic Tutoring, Research, Mathematics Education, Matlab, C++, Derivatives, Operational Risk, Market Risk, CCAR, Stress Testing, Deposit Modeling, Statistics, Credit Modeling
Education
James Madison University 2007 — 2011
B.S, Quantitative Finance
James Madison University 2007 — 2011
Bachelor’s Degree, Mathematics
James Madison University 2007 — 2011
Bachelor’s Degree, Economics
Millstein & Co. April 2015 - Present
PwC January 2012 - April 2015
Freddie Mac June 2011 - December 2011
James Madison University - Science & Math Learning Center August 2009 - May 2011
Freddie Mac May 2010 - August 2010
James Madison University August 2009 - May 2010
Skills
Financial Modeling, Operational Risk..., VBA, Microsoft Excel, Financial Analysis, SAS programming, Bloomberg, Valuation, Credit Risk, Academic Tutoring, Research, Mathematics Education, Matlab, C++, Derivatives, Operational Risk, Market Risk, CCAR, Stress Testing, Deposit Modeling, Statistics, Credit Modeling
Education
James Madison University 2007 — 2011
B.S, Quantitative Finance
James Madison University 2007 — 2011
Bachelor’s Degree, Mathematics
James Madison University 2007 — 2011
Bachelor’s Degree, Economics
Yuchen Liu's Millstein & Co. Experience September 2012 - December 2012
Job Private Investments Associate at Two Sigma
Industry Venture Capital & Private Equity
Experience
Two Sigma September 2015 - Present
Deutsche Bank July 2013 - August 2015
Millstein & Co. September 2012 - December 2012
Perella Weinberg Partners June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - June 2012
Skills
Access, Excel, Bloomberg Terminal, Capital IQ, Factset, SNL, Financial Reporting, Non-profits, Research, Analysis, C++, Photoshop, Microsoft Excel, Due Diligence, Investment Banking, DCF, Valuation, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Accounting, Finance
Universität Trier 2010 — 2010
Summer Study, German
National Junior College (Singapore) 2005 — 2008
High School Diploma, Science
Two Sigma September 2015 - Present
Deutsche Bank July 2013 - August 2015
Millstein & Co. September 2012 - December 2012
Perella Weinberg Partners June 2012 - August 2012
Morgan Stanley Wealth Management May 2011 - June 2012
Skills
Access, Excel, Bloomberg Terminal, Capital IQ, Factset, SNL, Financial Reporting, Non-profits, Research, Analysis, C++, Photoshop, Microsoft Excel, Due Diligence, Investment Banking, DCF, Valuation, Mergers & Acquisitions
Education
Georgetown University - The McDonough School of Business 2009 — 2013
Bachelor of Science, Accounting, Finance
Universität Trier 2010 — 2010
Summer Study, German
National Junior College (Singapore) 2005 — 2008
High School Diploma, Science
Nicole Velasquez's Millstein & Co. Experience May 2014 - May 2015
Job Human Resources Coordinator
Industry Investment Banking
Experience
Meridian Capital Group June 2015 - Present
Millstein & Co. May 2014 - May 2015
Millstein & Co. August 2012 - May 2014
Eastside Optometric, P.C. September 2007 - August 2012
Skills
Fluent in Spanish, Proficient in Microsoft..., Notary Public, State of..., Concur, Employee Benefits, Executive Calendar..., Interviews, Management, Onboarding, Outlook, Payroll, Positive Team Player, Fax, Insurance, Time Management, Data Entry, Office Management, Administrative..., Microsoft Excel, PowerPoint, Human Resources, Microsoft Word, Healthcare, Administrative..., Microsoft Office, Cat Herding, Customer Service, Marketing
Education
Pace University 2014 — 2014
Certificate in Professional Human Resources Management
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Business Management and Finance
Meridian Capital Group June 2015 - Present
Millstein & Co. May 2014 - May 2015
Millstein & Co. August 2012 - May 2014
Eastside Optometric, P.C. September 2007 - August 2012
Skills
Fluent in Spanish, Proficient in Microsoft..., Notary Public, State of..., Concur, Employee Benefits, Executive Calendar..., Interviews, Management, Onboarding, Outlook, Payroll, Positive Team Player, Fax, Insurance, Time Management, Data Entry, Office Management, Administrative..., Microsoft Excel, PowerPoint, Human Resources, Microsoft Word, Healthcare, Administrative..., Microsoft Office, Cat Herding, Customer Service, Marketing
Education
Pace University 2014 — 2014
Certificate in Professional Human Resources Management
City University of New York-Brooklyn College 2007 — 2011
Bachelor of Science, Business Management and Finance
Vicky Garcia-Rubiales's Millstein & Co. Experience July 2014 - April 2015
Job Vice President at BBVA Global Markets
Industry Investment Banking
Experience
Millstein & Co. July 2014 - April 2015
BBVA October 2008 - December 2012
BBVA April 2007 - October 2008
The Monitor Group September 2004 - December 2005
Skills
Capital Markets, Emerging Markets, Latin America, Derivatives, Interest Rates, Foreign Exchange, Commodities, Product Structuring, Investments, Structured Funding, Risk Management, Investment Banking
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Stanford University 2000 — 2004
Bachelor’s Degree, Economics and International Relations
The London School of Economics and Political Science (LSE)
Millstein & Co. July 2014 - April 2015
BBVA October 2008 - December 2012
BBVA April 2007 - October 2008
The Monitor Group September 2004 - December 2005
Skills
Capital Markets, Emerging Markets, Latin America, Derivatives, Interest Rates, Foreign Exchange, Commodities, Product Structuring, Investments, Structured Funding, Risk Management, Investment Banking
Education
Columbia University - Columbia Business School 2013 — 2014
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Stanford University 2000 — 2004
Bachelor’s Degree, Economics and International Relations
The London School of Economics and Political Science (LSE)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY