Moelis & Company
Industry: Financial services company
DescriptionMoelis & Company is a global independent investment bank that provides financial advisory services to corporations, governments and financial sponsors. The firm advises on strategic decisions such as mergers and acquisitions, recapitalizations and restructurings and other corporate finance matters. Revenue: 684.6 million USD (2017) CEO: Ken Moelis (2007–) Headquarters: New York City, New York, United States Founder: Ken Moelis
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Moelis & Company Employees
Employee
Years
Job
Industry
James Kearney James Kearney's Moelis & Company Experience September 2012 - Present
Job Associate at Moelis & Company
Industry
Experience
Moelis & Company September 2012 - Present
Glenview Capital January 2008 - June 2010
Prudential Financial June 2006 - December 2007
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard University 2002 — 2006
AB, History
Moelis & Company September 2012 - Present
Glenview Capital January 2008 - June 2010
Prudential Financial June 2006 - December 2007
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard University 2002 — 2006
AB, History
Bryan Hunt Bryan Hunt's Moelis & Company Experience July 2010 - February 2011
Job Senior Manager FP&A at Health Catalyst
Industry Hospital & Health Care
Experience
Health Catalyst February 2015 - Present
Health Catalyst April 2014 - February 2015
Deloitte Corporate Finance February 2011 - February 2014
Moelis & Company July 2010 - February 2011
Avondale Partners June 2009 - August 2009
Nu Skin Enterprises May 2008 - August 2008
Skills
Valuation, Investment Banking, Portuguese, Teaching, Team Leadership, Financial Analysis, Financial Modeling, DCF, Investments, Mergers & Acquisitions, LBO, Accounting, Acquisitions, Business Valuation, Joint Ventures, Analysis, Private Equity, Cash Flow, M&A experience, Venture Capital, Corporate Development
Education
Brigham Young University 2005 — 2010
Bachelors, Accounting
Health Catalyst February 2015 - Present
Health Catalyst April 2014 - February 2015
Deloitte Corporate Finance February 2011 - February 2014
Moelis & Company July 2010 - February 2011
Avondale Partners June 2009 - August 2009
Nu Skin Enterprises May 2008 - August 2008
Skills
Valuation, Investment Banking, Portuguese, Teaching, Team Leadership, Financial Analysis, Financial Modeling, DCF, Investments, Mergers & Acquisitions, LBO, Accounting, Acquisitions, Business Valuation, Joint Ventures, Analysis, Private Equity, Cash Flow, M&A experience, Venture Capital, Corporate Development
Education
Brigham Young University 2005 — 2010
Bachelors, Accounting
Helen Bao Helen Bao's Moelis & Company Experience June 2012 - August 2012
Job Sales Operations & Strategy Analyst at ZocDoc
Industry Internet
Experience
ZocDoc June 2015 - Present
Oliver Wyman September 2013 - June 2015
Moelis & Company June 2012 - August 2012
Skills
Management Consulting, Financial Services, Business Strategy, Financial Analysis, Mandarin, PowerPoint, SQL, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Market Research, Analysis, Entrepreneurship, Corporate Finance, Strategic Consulting, Research, Data Analysis, Salesforce.com
Education
Columbia University in the City of New York 2009 — 2013
B.A, Economics
The Lawrenceville School 2005 — 2009
ZocDoc June 2015 - Present
Oliver Wyman September 2013 - June 2015
Moelis & Company June 2012 - August 2012
Skills
Management Consulting, Financial Services, Business Strategy, Financial Analysis, Mandarin, PowerPoint, SQL, Social Media, Microsoft Excel, Public Speaking, Microsoft Word, Market Research, Analysis, Entrepreneurship, Corporate Finance, Strategic Consulting, Research, Data Analysis, Salesforce.com
Education
Columbia University in the City of New York 2009 — 2013
B.A, Economics
The Lawrenceville School 2005 — 2009
Artemis (Yijing) Shen Artemis (Yijing) Shen's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Formation 8 April 2014 - July 2014
Lazard May 2013 - July 2013
Student Investment Fund November 2011 - May 2013
Financial Economics Institute July 2011 - May 2013
Lowe Institute of Political Economy June 2011 - December 2012
Relational Investors LLC June 2012 - July 2012
Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal
Education
Claremont McKenna College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0
Claremont McKenna College 2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance
Scripps College 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Northfield Mount Hermon 2006 — 2009
High School
Shanghai Foreign Language School 2001 — 2006
Moelis & Company July 2014 - Present
Formation 8 April 2014 - July 2014
Lazard May 2013 - July 2013
Student Investment Fund November 2011 - May 2013
Financial Economics Institute July 2011 - May 2013
Lowe Institute of Political Economy June 2011 - December 2012
Relational Investors LLC June 2012 - July 2012
Skills
Investment Banking, Stata, Valuation, Bloomberg, SPSS, Capital IQ, Corporate Finance, Statistics, Econometrics, Financial Markets, Financial Modeling, Macroeconomics, Economics, Quantitative Analytics, Bloomberg Terminal
Education
Claremont McKenna College 2011 — 2013
Bachelor of Arts (B.A.), Mathematics and Economics, Major GPA: 3.9 / 4.0; Overall GPA: 3.9 / 4.0
Claremont McKenna College 2013 — 2013
Master of Arts (M.A.), Master’s Program in Finance
Scripps College 2009 — 2011
Bachelor of Arts (B.A.), Mathematics and Economics
Northfield Mount Hermon 2006 — 2009
High School
Shanghai Foreign Language School 2001 — 2006
Sean Gormley Sean Gormley's Moelis & Company Experience June 2013 - August 2013
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2014 - Present
STORE Capital September 2013 - May 2014
Arizona Microcredit Initiative August 2011 - May 2014
Moelis & Company June 2013 - August 2013
STORE Capital February 2013 - May 2013
Columbia West Capital, LLC May 2012 - December 2012
Merrill Lynch May 2011 - September 2011
Westland Properties Group May 2011 - August 2011
Fleischer Scholars Program June 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Capital IQ, Mergers, Equities, Financial Analysis, Investments, Economics, Data Analysis, Research, Teamwork, Equity Valuation, Entrepreneurship, LBO, Equity Research, Business Planning, Capital Markets, Private Equity, Venture Capital, Business Valuation, Bloomberg Terminal
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Accounting, Finance, and Economics, 4.0
Desert Vista High School 2006 — 2010
Perella Weinberg Partners July 2014 - Present
STORE Capital September 2013 - May 2014
Arizona Microcredit Initiative August 2011 - May 2014
Moelis & Company June 2013 - August 2013
STORE Capital February 2013 - May 2013
Columbia West Capital, LLC May 2012 - December 2012
Merrill Lynch May 2011 - September 2011
Westland Properties Group May 2011 - August 2011
Fleischer Scholars Program June 2011 - June 2011
Skills
Financial Modeling, Microsoft Excel, Capital IQ, Mergers, Equities, Financial Analysis, Investments, Economics, Data Analysis, Research, Teamwork, Equity Valuation, Entrepreneurship, LBO, Equity Research, Business Planning, Capital Markets, Private Equity, Venture Capital, Business Valuation, Bloomberg Terminal
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Accounting, Finance, and Economics, 4.0
Desert Vista High School 2006 — 2010
Lindsay McCorkle Lindsay McCorkle's Moelis & Company Experience June 2014 - August 2014
Job Associate at Moelis & Company
Industry Banking
Experience
Moelis & Company June 2014 - August 2014
Accenture 2011 - 2013
Stifel Nicolaus June 2010 - April 2011
Open Spaces Consulting 2009 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Moelis & Company June 2014 - August 2014
Accenture 2011 - 2013
Stifel Nicolaus June 2010 - April 2011
Open Spaces Consulting 2009 - 2009
Education
Cornell University - S.C. Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
Cornell University 2006 — 2010
David Alexandre David Alexandre's Moelis & Company Experience October 2012 - April 2014
Job Analyst at Melvin Capital
Industry Investment Management
Experience
Melvin Capital November 2014 - Present
Point72 Asset Management April 2014 - November 2014
Moelis & Company October 2012 - April 2014
Sagent Advisors June 2011 - September 2012
Sagent Advisors June 2010 - August 2010
King's Academy September 2006 - May 2007
Skills
Research, Financial Modeling, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, History and Economics
Deerfield Academy 2003 — 2006
High School
Melvin Capital November 2014 - Present
Point72 Asset Management April 2014 - November 2014
Moelis & Company October 2012 - April 2014
Sagent Advisors June 2011 - September 2012
Sagent Advisors June 2010 - August 2010
King's Academy September 2006 - May 2007
Skills
Research, Financial Modeling, Investment Banking, Valuation
Education
University of North Carolina at Chapel Hill 2007 — 2011
B.A, History and Economics
Deerfield Academy 2003 — 2006
High School
Jason Radin's Moelis & Company Experience June 2015 - August 2015
Job Student at Cornell University
Industry
Experience
Moelis & Company June 2015 - August 2015
Schottenfeld Group June 2014 - August 2014
Seeking Alpha July 2013 - September 2013
Schottenfeld Group June 2013 - August 2013
Education
Cornell University 2012 — 2016
Columbia Grammar and Preparatory School 2008 — 2012
Moelis & Company June 2015 - August 2015
Schottenfeld Group June 2014 - August 2014
Seeking Alpha July 2013 - September 2013
Schottenfeld Group June 2013 - August 2013
Education
Cornell University 2012 — 2016
Columbia Grammar and Preparatory School 2008 — 2012
Jett Miller's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Omni Block, Inc September 2014 - Present
Foxtail Capital Management June 2013 - June 2015
Moelis & Company June 2014 - August 2014
Aon Hewitt December 2011 - September 2013
Geneva Trading July 2009 - October 2011
Acquity Group July 2007 - July 2009
Technology Ventures Clinic November 2006 - May 2007
Intel/ASU Collaborative Thesis Program September 2006 - April 2007
Christopher Commercial May 2004 - August 2004
Skills
Management Consulting, Leadership, Equities, Analysis, Management, Portfolio Management, Bloomberg, Trading, Financial Modeling, Training, Financial Analysis, Analytics, Microsoft Excel, Investments, Valuation, New Business Development, Finance, Customer Service
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
Arizona State University, W. P. Carey School of Business 2004 — 2007
BS, Finance, Marketing
Moelis & Company July 2015 - Present
Omni Block, Inc September 2014 - Present
Foxtail Capital Management June 2013 - June 2015
Moelis & Company June 2014 - August 2014
Aon Hewitt December 2011 - September 2013
Geneva Trading July 2009 - October 2011
Acquity Group July 2007 - July 2009
Technology Ventures Clinic November 2006 - May 2007
Intel/ASU Collaborative Thesis Program September 2006 - April 2007
Christopher Commercial May 2004 - August 2004
Skills
Management Consulting, Leadership, Equities, Analysis, Management, Portfolio Management, Bloomberg, Trading, Financial Modeling, Training, Financial Analysis, Analytics, Microsoft Excel, Investments, Valuation, New Business Development, Finance, Customer Service
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Finance, Accounting, Entrepreneurship
Arizona State University, W. P. Carey School of Business 2004 — 2007
BS, Finance, Marketing
Michael Kindrat-Pratt's Moelis & Company Experience July 2009 - August 2010
Job Director, Ohio TechAngel Funds at Rev1 Ventures
Industry Venture Capital & Private Equity
Experience
Petbrosia April 2015 - Present
Rev1 Ventures November 2014 - Present
i2E, Inc. March 2013 - November 2014
i2E, Inc. November 2010 - January 2013
Moelis & Company July 2009 - August 2010
Moelis & Company June 2008 - August 2008
Boston College September 2007 - May 2008
Boston College Office of the First Year Experience May 2007 - September 2007
Pixamo 2006 - 2007
Skills
Venture Capital, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Private Equity, Corporate Finance, Data Analysis, Analysis, Microsoft Excel, Research, Start-ups, Angel Investing, Non-profits, Entrepreneurship, Leadership, Outlook, Strategy, Capital IQ, Volunteer Management, LBO, Microsoft Word, Equities, Risk Management, Fundraising, Community Outreach, Precedent Transactions, Public Relations, Social Media, Strategic Planning, Strategic Financial..., Event Management, Bloomberg, PowerPoint, Economics, Start-up Ventures, Venture Development, Nonprofits
Education
Boston College 2005 — 2009
Bachelors, Finance, Accounting, Management and Leadership
Harvard University 2006 — 2006
Ukrainian Language
McQuaid Jesuit High School 2001 — 2005
Petbrosia April 2015 - Present
Rev1 Ventures November 2014 - Present
i2E, Inc. March 2013 - November 2014
i2E, Inc. November 2010 - January 2013
Moelis & Company July 2009 - August 2010
Moelis & Company June 2008 - August 2008
Boston College September 2007 - May 2008
Boston College Office of the First Year Experience May 2007 - September 2007
Pixamo 2006 - 2007
Skills
Venture Capital, Due Diligence, Financial Modeling, Financial Analysis, Valuation, Private Equity, Corporate Finance, Data Analysis, Analysis, Microsoft Excel, Research, Start-ups, Angel Investing, Non-profits, Entrepreneurship, Leadership, Outlook, Strategy, Capital IQ, Volunteer Management, LBO, Microsoft Word, Equities, Risk Management, Fundraising, Community Outreach, Precedent Transactions, Public Relations, Social Media, Strategic Planning, Strategic Financial..., Event Management, Bloomberg, PowerPoint, Economics, Start-up Ventures, Venture Development, Nonprofits
Education
Boston College 2005 — 2009
Bachelors, Finance, Accounting, Management and Leadership
Harvard University 2006 — 2006
Ukrainian Language
McQuaid Jesuit High School 2001 — 2005
Brendan Corcoran's Moelis & Company Experience July 2015 - Present
Job Analyst, Private Funds Advisory at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
CCMP Capital Advisors July 2013 - June 2015
CCMP Capital Advisors June 2012 - August 2012
Signature Pools, Inc May 2010 - August 2011
Skills
Microsoft Office, Financial Accounting, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Equities, Investments, Social Media
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance
Canterbury School 2006 — 2009
High School Diploma
Moelis & Company July 2015 - Present
CCMP Capital Advisors July 2013 - June 2015
CCMP Capital Advisors June 2012 - August 2012
Signature Pools, Inc May 2010 - August 2011
Skills
Microsoft Office, Financial Accounting, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Equities, Investments, Social Media
Education
Boston College - Carroll School of Management 2009 — 2013
B.S., Finance
Canterbury School 2006 — 2009
High School Diploma
Jay W. Baviskar Jay W. Baviskar's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Simpson Thacher & Bartlett LLP December 2012 - July 2015
GBI August 2008 - February 2009
Skills
Legal Research, Corporate Law, International Law, Corporate Governance, Appeals, Legal Advice, Arbitration, Competition Law, Joint Ventures, Trade Secrets, Bankruptcy, Patent Litigation, International..., Dispute Resolution, Legal Assistance, Copyright Law, Trials, Licensing, Banking Law, Privacy Law, Alternative Dispute..., Criminal Law
Education
Duke University 2003 — 2007
Bachelor of Science (BS)
Northwestern University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Moelis & Company July 2015 - Present
Simpson Thacher & Bartlett LLP December 2012 - July 2015
GBI August 2008 - February 2009
Skills
Legal Research, Corporate Law, International Law, Corporate Governance, Appeals, Legal Advice, Arbitration, Competition Law, Joint Ventures, Trade Secrets, Bankruptcy, Patent Litigation, International..., Dispute Resolution, Legal Assistance, Copyright Law, Trials, Licensing, Banking Law, Privacy Law, Alternative Dispute..., Criminal Law
Education
Duke University 2003 — 2007
Bachelor of Science (BS)
Northwestern University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Lucas Motro Lucas Motro's Moelis & Company Experience June 2015 - August 2015
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Moelis & Company June 2015 - August 2015
8 Rivers Capital February 2014 - May 2014
Deloitte August 2011 - February 2014
Deloitte August 2011 - May 2013
Skills
Mergers & Acquisitions, Corporate Finance, Financial Modeling, Managerial Finance, Finance, Strategy, Management Consulting, Management, Consulting, Strategic Financial..., Financial Statements, Due Diligence, Financial Planning, Financial Analysis, Valuation
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration, Finance
Duke University 2007 — 2011
Markets and Management Studies, Psychology, Magna Cum Laude
CEA Barcelona 2009 — 2009
International Business
The Harker School 2003 — 2007
Moelis & Company June 2015 - August 2015
8 Rivers Capital February 2014 - May 2014
Deloitte August 2011 - February 2014
Deloitte August 2011 - May 2013
Skills
Mergers & Acquisitions, Corporate Finance, Financial Modeling, Managerial Finance, Finance, Strategy, Management Consulting, Management, Consulting, Strategic Financial..., Financial Statements, Due Diligence, Financial Planning, Financial Analysis, Valuation
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration, Finance
Duke University 2007 — 2011
Markets and Management Studies, Psychology, Magna Cum Laude
CEA Barcelona 2009 — 2009
International Business
The Harker School 2003 — 2007
Elizabeth Kelley's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry
Experience
Moelis & Company July 2015 - Present
Grant Thornton LLP June 2014 - August 2014
Morgan Stanley Wealth Management June 2011 - August 2012
Education
Boston University 2011 — 2015
Questrom School of Business, Senior
Middlebury Union High School
Moelis & Company July 2015 - Present
Grant Thornton LLP June 2014 - August 2014
Morgan Stanley Wealth Management June 2011 - August 2012
Education
Boston University 2011 — 2015
Questrom School of Business, Senior
Middlebury Union High School
John (Austin) Rees's Moelis & Company Experience June 2013 - Present
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2013 - Present
TaketheFight to Cancer February 2013 - May 2013
Moelis & Company June 2012 - August 2012
LongueVue Capital, LLC July 2011 - August 2011
Education
Wake Forest University- Schools of Business 2009 — 2013
Bachelor of Science (BS), Finance
Choate Rosemary Hall 2007 — 2009
Isidore Newman School 1995 — 2007
Moelis & Company June 2013 - Present
TaketheFight to Cancer February 2013 - May 2013
Moelis & Company June 2012 - August 2012
LongueVue Capital, LLC July 2011 - August 2011
Education
Wake Forest University- Schools of Business 2009 — 2013
Bachelor of Science (BS), Finance
Choate Rosemary Hall 2007 — 2009
Isidore Newman School 1995 — 2007
Calvin Roberts Calvin Roberts's Moelis & Company Experience July 2014 - Present
Job Moelis M&A Investment Banking Analyst
Industry Capital Markets
Experience
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
Moelis & Company July 2014 - Present
Credit Suisse June 2013 - August 2013
Global Financial Advisors, LP August 2012 - December 2012
Patriarch Partners June 2012 - September 2012
CSED June 2011 - April 2012
England London South Mission May 2008 - May 2010
Skills
Bloomberg, LBO, DCF, Stata, SPSS, Microsoft Office, Econometrics, Technical Writing, Capital IQ
Education
Brigham Young University 2010 — 2014
Bachelor of Arts (B.A.), Philosophy & Political Science, Junior
John Xie John Xie's Moelis & Company Experience July 2011 - June 2013
Job Manager, Business Development & Financial Planning at Vevo
Industry Entertainment
Experience
Vevo February 2014 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Skills
Business Strategy, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Finance, Business Development, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Copenhagen Business School
Vevo February 2014 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Skills
Business Strategy, Mergers & Acquisitions, Debt Restructuring, Corporate Finance, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Finance, Business Development, Analytics
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2011
Bachelor of Science (B.S.), Business Administration
Copenhagen Business School
Daniel Babkes Daniel Babkes's Moelis & Company Experience June 2011 - August 2011
Job Analyst, LG Capital
Industry Financial Services
Experience
LG Capital April 2014 - Present
Evercore Partners August 2012 - April 2014
The Wharton School August 2010 - May 2012
Moelis & Company June 2011 - August 2011
Chesapeake Partners February 2008 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, General
Amherst College 2002 — 2006
BA
LG Capital April 2014 - Present
Evercore Partners August 2012 - April 2014
The Wharton School August 2010 - May 2012
Moelis & Company June 2011 - August 2011
Chesapeake Partners February 2008 - July 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance, General
Amherst College 2002 — 2006
BA
Allison Lim Allison Lim's Moelis & Company Experience July 2014 - June 2015
Job Associate at PineBridge Investments
Industry Venture Capital & Private Equity
Experience
PineBridge Investments June 2015 - Present
Moelis & Company July 2014 - June 2015
Columbia University September 2012 - May 2014
Goldman Sachs May 2013 - August 2013
Benchmark Solutions September 2012 - February 2013
Massachusetts General Hospital June 2012 - August 2012
West End Advisors January 2012 - June 2012
UBS January 2012 - May 2012
Skills
Matlab, Java, Data Analysis, C++, Microsoft Excel, Research, Microsoft Office, PowerPoint, SQL
Education
Columbia University in the City of New York
Bachelor of Science (Bsc) Operations Research: Engineering Management Systems, Minors: Economics, Entrepreneurship
PineBridge Investments June 2015 - Present
Moelis & Company July 2014 - June 2015
Columbia University September 2012 - May 2014
Goldman Sachs May 2013 - August 2013
Benchmark Solutions September 2012 - February 2013
Massachusetts General Hospital June 2012 - August 2012
West End Advisors January 2012 - June 2012
UBS January 2012 - May 2012
Skills
Matlab, Java, Data Analysis, C++, Microsoft Excel, Research, Microsoft Office, PowerPoint, SQL
Education
Columbia University in the City of New York
Bachelor of Science (Bsc) Operations Research: Engineering Management Systems, Minors: Economics, Entrepreneurship
Denyven Denny Peng Denyven Denny Peng's Moelis & Company Experience June 2013 - July 2013
Job Portfolio Analytics Advisory Summer Analyst at BlackRock
Industry Financial Services
Experience
BlackRock May 2015 - Present
Argo Partners June 2014 - May 2015
Broadway Video June 2014 - August 2014
Moelis & Company June 2013 - July 2013
Taishin International Bank March 2012 - April 2012
Columbia Global Centers East Asia August 2011 - February 2012
Swire Properties July 2010 - August 2010
Maison Boulud à Pékin August 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg, Layout, Mandarin, Python, Public Relations, Economics, Cross-cultural Teams, Microsoft Office, Capital IQ, Microsoft Word, Public Speaking, Microsoft Excel, Mathematica, Emerging Markets, Translation, Newsletters, Start-ups, PowerPoint, Social Media, Data Analysis, InDesign, Adobe InDesign, Statistics, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2016
BS, Operations Research: Engineering Management Systems
University of International Business and Economics 2011 — 2011
Language Certificate, Business Chinese
Redwood High School 2007 — 2011
High School
BlackRock May 2015 - Present
Argo Partners June 2014 - May 2015
Broadway Video June 2014 - August 2014
Moelis & Company June 2013 - July 2013
Taishin International Bank March 2012 - April 2012
Columbia Global Centers East Asia August 2011 - February 2012
Swire Properties July 2010 - August 2010
Maison Boulud à Pékin August 2009 - August 2009
Skills
Bloomberg Terminal, Bloomberg, Layout, Mandarin, Python, Public Relations, Economics, Cross-cultural Teams, Microsoft Office, Capital IQ, Microsoft Word, Public Speaking, Microsoft Excel, Mathematica, Emerging Markets, Translation, Newsletters, Start-ups, PowerPoint, Social Media, Data Analysis, InDesign, Adobe InDesign, Statistics, Financial Modeling
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2012 — 2016
BS, Operations Research: Engineering Management Systems
University of International Business and Economics 2011 — 2011
Language Certificate, Business Chinese
Redwood High School 2007 — 2011
High School
Gregory Skoutelas Gregory Skoutelas's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
PineBridge Investments July 2007 - July 2013
Skills
Hedge Funds, Valuation, Bloomberg, Equities, Fixed Income, Equity Research, Emerging Markets, Corporate Finance, Capital Markets, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
PineBridge Investments July 2007 - July 2013
Skills
Hedge Funds, Valuation, Bloomberg, Equities, Fixed Income, Equity Research, Emerging Markets, Corporate Finance, Capital Markets, Financial Modeling
Education
Cornell University - Johnson Graduate School of Management 2013 — 2015
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Henry Decker Henry Decker's Moelis & Company Experience August 2010 - July 2013
Job Director at DTE Energy
Industry Utilities
Experience
DTE Energy September 2013 - Present
Moelis & Company August 2010 - July 2013
Rothschild September 2005 - August 2010
Taro Pharmaceuticals July 2003 - September 2005
IBM July 2002 - July 2003
BOC Gases June 1995 - July 2000
Skills
Investment Banking, Mergers & Acquisitions, Credit Analysis, Utility Industry, Renewable Energy, Power Generation, Mergers, Financial Modeling, Valuation, Restructuring, Business Planning, Finance, LBO, Due Diligence, Strategy, Corporate Development, Divestitures, Corporate Finance, Project Finance, Leveraged Finance, Financial Structuring, DCF, Financial Analysis, Management
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master, Business Administration; Finance, Strategy, and International Management
Georgia Institute of Technology 1991 — 1995
Bachelor, Mechanical Engineering
DTE Energy September 2013 - Present
Moelis & Company August 2010 - July 2013
Rothschild September 2005 - August 2010
Taro Pharmaceuticals July 2003 - September 2005
IBM July 2002 - July 2003
BOC Gases June 1995 - July 2000
Skills
Investment Banking, Mergers & Acquisitions, Credit Analysis, Utility Industry, Renewable Energy, Power Generation, Mergers, Financial Modeling, Valuation, Restructuring, Business Planning, Finance, LBO, Due Diligence, Strategy, Corporate Development, Divestitures, Corporate Finance, Project Finance, Leveraged Finance, Financial Structuring, DCF, Financial Analysis, Management
Education
Carnegie Mellon University - Tepper School of Business 2000 — 2002
Master, Business Administration; Finance, Strategy, and International Management
Georgia Institute of Technology 1991 — 1995
Bachelor, Mechanical Engineering
Liz Eberhart Liz Eberhart's Moelis & Company Experience August 2009 - Present
Job Managing Director, Head of Human Resources at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2009 - Present
UBS Investment Bank November 1999 - July 2009
Skills
Human Resources, Performance Management, Financial Services, Onboarding, Talent Acquisition, Employee Relations, Talent Management, Recruiting, Equities, Organizational Design, Fixed Income, Succession Planning, Mergers, HRIS, Mergers & Acquisitions
Education
Cornell University
BS, Human Development
Moelis & Company August 2009 - Present
UBS Investment Bank November 1999 - July 2009
Skills
Human Resources, Performance Management, Financial Services, Onboarding, Talent Acquisition, Employee Relations, Talent Management, Recruiting, Equities, Organizational Design, Fixed Income, Succession Planning, Mergers, HRIS, Mergers & Acquisitions
Education
Cornell University
BS, Human Development
Nan Li's Moelis & Company Experience July 2013 - May 2015
Job Associate at The Raine Group
Industry Financial Services
Experience
The Raine Group June 2015 - Present
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - August 2012
S.A.T. Investment July 2010 - April 2011
Kellogg Capital Group September 2008 - July 2010
Kellogg Group June 2007 - April 2008
Skills
ETFs, FINRA, Financial Modeling, Investment Banking, Series 7, Technical Analysis, Bloomberg, Equities, Structured Products, Leveraged Finance, Valuation, Capital Markets, Structured Finance, Equity Research
Education
Columbia Business School 2011 — 2013
MBA, Finance, International Business
Amherst College 2003 — 2007
BA, Cum Laude, Political Science, Asian Studies
The Raine Group June 2015 - Present
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - August 2012
S.A.T. Investment July 2010 - April 2011
Kellogg Capital Group September 2008 - July 2010
Kellogg Group June 2007 - April 2008
Skills
ETFs, FINRA, Financial Modeling, Investment Banking, Series 7, Technical Analysis, Bloomberg, Equities, Structured Products, Leveraged Finance, Valuation, Capital Markets, Structured Finance, Equity Research
Education
Columbia Business School 2011 — 2013
MBA, Finance, International Business
Amherst College 2003 — 2007
BA, Cum Laude, Political Science, Asian Studies
Adam Burnett Adam Burnett's Moelis & Company Experience January 2014 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - Present
UCLA Anderson School of Management September 2008 - October 2010
UBS Investment Bank June 2009 - August 2009
Citigroup March 2005 - August 2008
RSM Equico April 2004 - March 2005
Brazil, Belo Horizonte LDS Mission January 1998 - March 2000
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Investments, Start-ups, Financial Analysis, Equities, Business Strategy, Private Equity, Financial Structuring, Capital Markets, Management, Corporate Finance, Competitive Analysis, Strategy, Financial Modeling, Portfolio Management, Loans, Microsoft Excel, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2010
MBA, Finance
Brigham Young University 2000 — 2004
B.S., Double Major: Finance & English
University of California, Los Angeles 1996 — 1998
Economics
Troy Tech High School 1992 — 1996
Diploma w/ Honors
Matt Hughes Matt Hughes's Moelis & Company Experience May 2013 - Present
Job Senior Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2013 - Present
Morgan Stanley August 2007 - April 2013
Merrill Lynch 2004 - 2005
Bank of Tokyo Mitsubishi 2002 - 2004
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Finance, Investments, Leadership, Mergers, Equities, Sales, Credit, Strategy, Capital Markets, Structured Finance, Joint Ventures
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Columbia University in the City of New York 1997 — 2001
BA
Moelis & Company May 2013 - Present
Morgan Stanley August 2007 - April 2013
Merrill Lynch 2004 - 2005
Bank of Tokyo Mitsubishi 2002 - 2004
Merrill Lynch 2001 - 2001
Skills
Mergers & Acquisitions, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Finance, Investments, Leadership, Mergers, Equities, Sales, Credit, Strategy, Capital Markets, Structured Finance, Joint Ventures
Education
Columbia University - Columbia Business School 2005 — 2007
MBA
Columbia University in the City of New York 1997 — 2001
BA
Robert Ramirez's Moelis & Company Experience June 2014 - August 2014
Job Investment Banking Associate at Guggenheim Partners | Columbia Business School MBA '15
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Columbia Business School August 2013 - May 2015
Moelis & Company June 2014 - August 2014
U.S. Naval Forces Central Command August 2012 - August 2013
USS GRIDLEY (DDG 101) November 2010 - June 2012
USS GARY (FFG 51) June 2008 - October 2010
Skills
Security Clearance, Military, Operational Planning, Military Operations, National Security, Military Experience, Program Management, Government, Top Secret, Intelligence, Operations Management, Defense, Cross-functional Team..., Interagency Coordination, Training, Financial Modeling, DCF Valuation, Valuation, Corporate Finance, Resource Management, Foreign Policy, Logistics, Small Unit Leadership, Team Leadership, Leadership, Strategy, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Finance, Strategic Planning, Business Development, Business Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Naval War College 2012 — 2012
Maritime Staff Operations Course (MSOC)
United States Naval Academy 2004 — 2008
Bachelor of Science
Gulliver Preparatory School 2000 — 2004
High School
Gulliver Academy 1991 — 2000
Guggenheim Partners August 2015 - Present
Columbia Business School August 2013 - May 2015
Moelis & Company June 2014 - August 2014
U.S. Naval Forces Central Command August 2012 - August 2013
USS GRIDLEY (DDG 101) November 2010 - June 2012
USS GARY (FFG 51) June 2008 - October 2010
Skills
Security Clearance, Military, Operational Planning, Military Operations, National Security, Military Experience, Program Management, Government, Top Secret, Intelligence, Operations Management, Defense, Cross-functional Team..., Interagency Coordination, Training, Financial Modeling, DCF Valuation, Valuation, Corporate Finance, Resource Management, Foreign Policy, Logistics, Small Unit Leadership, Team Leadership, Leadership, Strategy, Financial Analysis, Management, Mergers & Acquisitions, Analysis, Finance, Strategic Planning, Business Development, Business Strategy
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Naval War College 2012 — 2012
Maritime Staff Operations Course (MSOC)
United States Naval Academy 2004 — 2008
Bachelor of Science
Gulliver Preparatory School 2000 — 2004
High School
Gulliver Academy 1991 — 2000
Justin Evans Justin Evans's Moelis & Company Experience October 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Greener Equity September 2012 - June 2013
Strategic Asset Services July 2010 - June 2012
Midland Loan Services May 2011 - July 2011
Skills
Spanish, Business Planning, Sales Management, Business Development, Equity Valuation, Valuation, Team Building, Corporate Finance, CMBS
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management, Emphasis in Finance
University of California, Los Angeles 2007 — 2007
Tesoro High School 2003 — 2007
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Greener Equity September 2012 - June 2013
Strategic Asset Services July 2010 - June 2012
Midland Loan Services May 2011 - July 2011
Skills
Spanish, Business Planning, Sales Management, Business Development, Equity Valuation, Valuation, Team Building, Corporate Finance, CMBS
Education
Brigham Young University 2008 — 2012
Bachelor of Science, Business Management, Emphasis in Finance
University of California, Los Angeles 2007 — 2007
Tesoro High School 2003 — 2007
Andrew D. Sickinger's Moelis & Company Experience July 2013 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
Cornell University (Johnson) August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Fidelity Investments August 2004 - November 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Series 7, Equities, Investments, Fixed Income, Business Strategy, Capital Markets, Strategy, Due Diligence, Private Equity, Portfolio Management, Mergers, Equity Research, Emerging Markets, Competitive Analysis, Venture Capital, Economics, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Investment Banking Immersion
Ohio University 1999 — 2003
Bachelor in Business Administration, Management and Strategic Leadership
Summit Country Day School 1993 — 1999
Moelis & Company July 2013 - Present
Cornell University (Johnson) August 2011 - May 2013
UBS Investment Bank June 2012 - August 2012
Fidelity Investments August 2004 - November 2010
Skills
Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Investment Banking, Series 7, Equities, Investments, Fixed Income, Business Strategy, Capital Markets, Strategy, Due Diligence, Private Equity, Portfolio Management, Mergers, Equity Research, Emerging Markets, Competitive Analysis, Venture Capital, Economics, Finance
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA, Investment Banking Immersion
Ohio University 1999 — 2003
Bachelor in Business Administration, Management and Strategic Leadership
Summit Country Day School 1993 — 1999
Osamu Watanabe Osamu Watanabe's Moelis & Company Experience 2010 - Present
Job General Counsel at Moelis & Company
Industry Banking
Experience
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Sean Gannon Sean Gannon's Moelis & Company Experience June 2013 - September 2014
Job Filmmaker and Desktop Publisher
Industry Writing and Editing
Experience
Iowa Democratic Party September 2014 - November 2014
Moelis & Company June 2013 - September 2014
AllAccess.com October 2012 - November 2012
Morgan Stanley October 2000 - December 2011
"3 Tunnels 2 Hell" (formerly "Serenity Farm") November 2010 - December 2010
Something Blue (feature film) January 2009 - January 2009
American Media, Inc January 1994 - January 1998
Outdoor Encounters January 1991 - January 1992
Skills
Video, Editing, Screenwriting, Film, Creative Writing, Copywriting, Film Production, Proofreading, Videography
Education
Florida State University 1992 — 1994
Master of Fine Arts (MFA), Film
Drake University 1987 — 1991
Bachelor of Fine Arts (BFA), Theater Arts, cum laude; Minor in Journalism
Iowa Democratic Party September 2014 - November 2014
Moelis & Company June 2013 - September 2014
AllAccess.com October 2012 - November 2012
Morgan Stanley October 2000 - December 2011
"3 Tunnels 2 Hell" (formerly "Serenity Farm") November 2010 - December 2010
Something Blue (feature film) January 2009 - January 2009
American Media, Inc January 1994 - January 1998
Outdoor Encounters January 1991 - January 1992
Skills
Video, Editing, Screenwriting, Film, Creative Writing, Copywriting, Film Production, Proofreading, Videography
Education
Florida State University 1992 — 1994
Master of Fine Arts (MFA), Film
Drake University 1987 — 1991
Bachelor of Fine Arts (BFA), Theater Arts, cum laude; Minor in Journalism
Nicholas Gentile Nicholas Gentile's Moelis & Company Experience July 2012 - Present
Job Associate Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
Moelis & Company July 2012 - Present
Moelis & Company June 2011 - August 2011
Frederick Zollo Productions November 2009 - February 2010
Leftfield Pictures July 2008 - November 2009
Jefferies & Company July 2006 - April 2008
SunTrust Robinson Humphrey July 2005 - July 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Corporate Development, Finance, Financial Statement..., Strategic Planning, Private Equity, Investment Banking, Financial Analysis, LBO, Investments, Equities, Bloomberg
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Entrepreneurship
Boston College 2001 — 2005
BS, Finance, Accounting, Philosophy
Oren Kozlowski Oren Kozlowski's Moelis & Company Experience 2015 - Present
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
United Nations July 2013 - Present
Centripetal Capital Partners August 2014 - February 2015
J.P. Morgan June 2014 - August 2014
Capco December 2013 - April 2014
Skills
Teamwork, Financial Analysis, Business Strategy, Public Speaking, Valuation
Education
Baruch College 2012 — 2016
GPA: 3.93/4.00
Filton College 2009 — 2011
Moelis & Company 2015 - Present
United Nations July 2013 - Present
Centripetal Capital Partners August 2014 - February 2015
J.P. Morgan June 2014 - August 2014
Capco December 2013 - April 2014
Skills
Teamwork, Financial Analysis, Business Strategy, Public Speaking, Valuation
Education
Baruch College 2012 — 2016
GPA: 3.93/4.00
Filton College 2009 — 2011
Marc Benson Marc Benson's Moelis & Company Experience July 2014 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
US Coast Guard Academy 2003 — 2007
BS, Business and Management, 3.53
Moelis & Company July 2014 - Present
Education
Columbia University - Columbia Business School 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
US Coast Guard Academy 2003 — 2007
BS, Business and Management, 3.53
Michael Cherepnin Michael Cherepnin's Moelis & Company Experience June 2015 - August 2015
Job MBA Candidate at Johnson Graduate School of Management at Cornell University
Industry Investment Banking
Experience
Moelis & Company June 2015 - August 2015
Altius April 2013 - July 2014
Renaissance Capital July 2011 - December 2012
Skills
Business Valuation, Corporate Finance, Investment Banking, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Financial Modeling, Emerging Markets, Economics, Mergers, Investments, Finance
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2008 — 2012
Bachelor of Science (BS), Economic Cybernetics
Moelis & Company June 2015 - August 2015
Altius April 2013 - July 2014
Renaissance Capital July 2011 - December 2012
Skills
Business Valuation, Corporate Finance, Investment Banking, Due Diligence, M&A experience, Capital Markets, Financial Analysis, Financial Modeling, Emerging Markets, Economics, Mergers, Investments, Finance
Education
Cornell University - Johnson Graduate School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
National Technical University of Ukraine 'Kyiv Polytechnic Institute' 2008 — 2012
Bachelor of Science (BS), Economic Cybernetics
Chip Robie Chip Robie's Moelis & Company Experience July 2010 - June 2012
Job Private Equity Associate at Moelis Capital Partners
Industry Venture Capital & Private Equity
Experience
Moelis Capital Partners July 2012 - Present
Moelis & Company July 2010 - June 2012
CVC Capital Partners May 2009 - August 2009
Senator Corker May 2008 - June 2008
Acadian Asset Management June 2006 - August 2006
Education
Vanderbilt University 2006 — 2010
Choate Rosemary Hall 2002 — 2006
Moelis Capital Partners July 2012 - Present
Moelis & Company July 2010 - June 2012
CVC Capital Partners May 2009 - August 2009
Senator Corker May 2008 - June 2008
Acadian Asset Management June 2006 - August 2006
Education
Vanderbilt University 2006 — 2010
Choate Rosemary Hall 2002 — 2006
Yuxiao Andrew Zhang Yuxiao Andrew Zhang's Moelis & Company Experience June 2012 - August 2012
Job Associate, Bain Capital
Industry Investment Management
Experience
Bain Capital September 2015 - Present
Wellington Management 2013 - August 2015
Wellington Management July 2013 - March 2014
Moelis & Company June 2012 - August 2012
Teach For China June 2011 - August 2011
State Street May 2009 - August 2009
Skills
Corporate Governance, Financial Analysis, Fixed Income Analysis, Corporate Finance, Derivatives, Portfolio Management, Alternative Investments, Financial Accounting, Financial Modeling, Client Relations Skills, Private Equity, Labor Economics, Statistical Data..., PowerPoint, Financial Reporting, Microsoft Word, Factiva, Euromonitor, Real Estate Economics, Enterprise Reporting..., Stata, Capital IQ, Development Economics, Microsoft Excel, Bloomberg Terminal, Macroeconomics, Microeconomics, International Economics, Econometrics, Microsoft Office, Public Speaking, Piano, Viola
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Boston Latin School 2003 — 2009
Bain Capital September 2015 - Present
Wellington Management 2013 - August 2015
Wellington Management July 2013 - March 2014
Moelis & Company June 2012 - August 2012
Teach For China June 2011 - August 2011
State Street May 2009 - August 2009
Skills
Corporate Governance, Financial Analysis, Fixed Income Analysis, Corporate Finance, Derivatives, Portfolio Management, Alternative Investments, Financial Accounting, Financial Modeling, Client Relations Skills, Private Equity, Labor Economics, Statistical Data..., PowerPoint, Financial Reporting, Microsoft Word, Factiva, Euromonitor, Real Estate Economics, Enterprise Reporting..., Stata, Capital IQ, Development Economics, Microsoft Excel, Bloomberg Terminal, Macroeconomics, Microeconomics, International Economics, Econometrics, Microsoft Office, Public Speaking, Piano, Viola
Education
Tufts University 2009 — 2013
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Boston Latin School 2003 — 2009
Francesco Del Vecchio Francesco Del Vecchio's Moelis & Company Experience June 2011 - Present
Job at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2011 - Present
Skills
Leveraged Finance, Capital Markets, Investment Banking, Hedge Funds, Fixed Income
Education
Cornell University 1993 — 1997
B.S.
Moelis & Company June 2011 - Present
Skills
Leveraged Finance, Capital Markets, Investment Banking, Hedge Funds, Fixed Income
Education
Cornell University 1993 — 1997
B.S.
Adrienne Banks Adrienne Banks's Moelis & Company Experience 2012 - Present
Job Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2012 - Present
CA Technologies July 2011 - June 2012
David Barrett Partners November 2009 - February 2011
Heidrick & Struggles February 2001 - March 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Word, PeopleSoft, Encore, Customer Service, Microsoft Word, Office Management, Team Building, Time Management, Payroll, Recruiting, Administrative..., Event Planning, Human Resources, Leadership, Management, Microsoft Office, Teamwork
Education
CUNY Medgar Evers College
Moelis & Company 2012 - Present
CA Technologies July 2011 - June 2012
David Barrett Partners November 2009 - February 2011
Heidrick & Struggles February 2001 - March 2009
Skills
Microsoft Excel, PowerPoint, Outlook, Word, PeopleSoft, Encore, Customer Service, Microsoft Word, Office Management, Team Building, Time Management, Payroll, Recruiting, Administrative..., Event Planning, Human Resources, Leadership, Management, Microsoft Office, Teamwork
Education
CUNY Medgar Evers College
Jon Tenan Jon Tenan's Moelis & Company Experience June 2013 - Present
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2013 - Present
Columbia Business School August 2011 - May 2013
Moelis & Company June 2012 - August 2012
Rexford Industrial January 2008 - June 2011
Lionfish Advisors 2007 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Mergers, Due Diligence, Capital IQ, Bloomberg, Investments, DCF, Equity Valuation
Education
Columbia Business School 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
BA, American Studies
Crossroads 1999 — 2003
Moelis & Company June 2013 - Present
Columbia Business School August 2011 - May 2013
Moelis & Company June 2012 - August 2012
Rexford Industrial January 2008 - June 2011
Lionfish Advisors 2007 - 2008
Skills
Valuation, Financial Modeling, Investment Banking, Corporate Finance, Financial Analysis, Private Equity, Capital Markets, Mergers, Due Diligence, Capital IQ, Bloomberg, Investments, DCF, Equity Valuation
Education
Columbia Business School 2011 — 2013
MBA, Finance
Yale University 2003 — 2007
BA, American Studies
Crossroads 1999 — 2003
Effie Tuvy Effie Tuvy's Moelis & Company Experience 2014 - Present
Job Human Resources Generalist at Moelis & Company
Industry Human Resources
Experience
Moelis & Company 2014 - Present
Ambrose Employer Group, LLC 2012 - 2014
Aish International 2008 - 2012
Algomod Technologies 2007 - 2008
Skills
Microsoft Office, Career Counseling, Organizational..., Recruiting, Training, Human Resources, Employee Relations, Leadership Development, Coaching, Multicultural..., Human Development, Student Counseling, Donor Development, Onboarding, Employee Benefits, Benefits Administration, HRIS, Personnel Management, Talent Management, Talent Acquisition
Education
Columbia University in the City of New York 2009 — 2012
Master of Education (M.Ed.), MA, Counseling Psychology
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Arts (BA), Psychology
University of Haifa 2006 — 2006
Summer Study Abroad
Moelis & Company 2014 - Present
Ambrose Employer Group, LLC 2012 - 2014
Aish International 2008 - 2012
Algomod Technologies 2007 - 2008
Skills
Microsoft Office, Career Counseling, Organizational..., Recruiting, Training, Human Resources, Employee Relations, Leadership Development, Coaching, Multicultural..., Human Development, Student Counseling, Donor Development, Onboarding, Employee Benefits, Benefits Administration, HRIS, Personnel Management, Talent Management, Talent Acquisition
Education
Columbia University in the City of New York 2009 — 2012
Master of Education (M.Ed.), MA, Counseling Psychology
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2007
Bachelor of Arts (BA), Psychology
University of Haifa 2006 — 2006
Summer Study Abroad
Patrick McGrath Patrick McGrath's Moelis & Company Experience July 2011 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2011 - Present
Columbia Business School September 2009 - July 2011
Moelis & Company June 2010 - August 2010
PricewaterhouseCoopers September 2006 - August 2009
Skills
Distressed M&A, Leveraged Finance, Capital Markets, Recapitalizations, Investment Banking
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting, MIS
Moelis & Company July 2011 - Present
Columbia Business School September 2009 - July 2011
Moelis & Company June 2010 - August 2010
PricewaterhouseCoopers September 2006 - August 2009
Skills
Distressed M&A, Leveraged Finance, Capital Markets, Recapitalizations, Investment Banking
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA)
University of Delaware - Lerner College of Business and Economics 2002 — 2006
BS, Accounting, MIS
Ivan Tang's Moelis & Company Experience June 2015 - August 2015
Job Student at Arizona State University
Industry Investment Banking
Experience
Moelis & Company June 2015 - August 2015
GE Capital June 2014 - August 2014
Columbia West Capital LLC January 2014 - May 2014
City of Phoenix June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Mandarin, Statistics, Leadership, Mathematics, Investment Banking, Valuation, Financial Analysis, Public Speaking, Microsoft Office, Data Analysis, Critical Thinking, Analysis, Finance, Leadership Development, Corporate Finance, Time Management, Microsoft Word, Access
Education
Arizona State University 2012 — 2016
Bachelor's Degree, B.S. Finance; B.S. Mathematics (Statistics); B.A. Chinese (Minor)
Moelis & Company June 2015 - August 2015
GE Capital June 2014 - August 2014
Columbia West Capital LLC January 2014 - May 2014
City of Phoenix June 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Mandarin, Statistics, Leadership, Mathematics, Investment Banking, Valuation, Financial Analysis, Public Speaking, Microsoft Office, Data Analysis, Critical Thinking, Analysis, Finance, Leadership Development, Corporate Finance, Time Management, Microsoft Word, Access
Education
Arizona State University 2012 — 2016
Bachelor's Degree, B.S. Finance; B.S. Mathematics (Statistics); B.A. Chinese (Minor)
Alexander Stein Alexander Stein's Moelis & Company Experience August 2013 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Moelis & Company August 2013 - Present
Houlihan Lokey July 2012 - July 2013
Beyond Capital Fund February 2011 - June 2012
J.P. Morgan Asset Management June 2011 - August 2011
State Street Bank July 2008 - April 2010
Skills
Alternative Investments, Corporate Finance, Due Diligence, Financial Analysis, Financial Modeling, Investments, Investment Banking, Portfolio Management, LBO, Private Equity, Valuation, Strategy
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Economics, and Entrepreneurship
Boston College - Wallace E. Carroll Graduate School of Management 2004 — 2008
BS, Economics, Finance
Scarsdale High School 2000 — 2004
Steve Segall Steve Segall's Moelis & Company Experience July 2014 - Present
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Citi June 2013 - August 2013
Xerox August 2011 - June 2012
Xerox August 2010 - August 2011
Transform (321 Transform LLC) January 2010 - July 2010
Transform (321 Transform LLC) August 2007 - December 2009
Rockefeller & Co., Inc. June 2006 - July 2006
M80 June 2005 - August 2005
Skills
Capital Markets, Corporate Finance, Excel, Business Process..., Commercial Paper, Web Project Management, Social Media, Financial Analysis, PowerPoint, Microsoft Excel, Leadership, Valuation, Business Development, Management, Finance, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate, Banking, Corporate, Finance, and Securities Law
Cornell University 2003 — 2007
B.S., Biological Engineering Technology and Applied Economics and Management
Beverly Hills 1999 — 2003
Moelis & Company July 2014 - Present
Citi June 2013 - August 2013
Xerox August 2011 - June 2012
Xerox August 2010 - August 2011
Transform (321 Transform LLC) January 2010 - July 2010
Transform (321 Transform LLC) August 2007 - December 2009
Rockefeller & Co., Inc. June 2006 - July 2006
M80 June 2005 - August 2005
Skills
Capital Markets, Corporate Finance, Excel, Business Process..., Commercial Paper, Web Project Management, Social Media, Financial Analysis, PowerPoint, Microsoft Excel, Leadership, Valuation, Business Development, Management, Finance, Data Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2012 — 2014
MBA Candidate, Banking, Corporate, Finance, and Securities Law
Cornell University 2003 — 2007
B.S., Biological Engineering Technology and Applied Economics and Management
Beverly Hills 1999 — 2003
Aaron Chaleff, CPA's Moelis & Company Experience January 2015 - Present
Job Associate Finance & Accounting at Moelis & Company
Industry Accounting
Experience
Moelis & Company January 2015 - Present
Moelis & Company July 2013 - December 2014
The SDDCO Group January 2013 - July 2013
The SDDCO Group April 2010 - December 2012
S.D. Daniels & Company February 2010 - March 2010
AG Semiconductor June 2008 - August 2008
Manhattan Orthopaedics January 2005 - June 2005
Skills
Microsoft Excel, Microsoft Office, Accounting, FINOP, QuickBooks, Financial Reporting, Transfer Pricing, SEC filings, Financial Statements, Pivot Tables
Education
City University of New York-Baruch College 2010 — 2013
MS, Accounting
Tufts University 2005 — 2009
BA, Economics & History
The University of Hong Kong 2008 — 2008
Moelis & Company January 2015 - Present
Moelis & Company July 2013 - December 2014
The SDDCO Group January 2013 - July 2013
The SDDCO Group April 2010 - December 2012
S.D. Daniels & Company February 2010 - March 2010
AG Semiconductor June 2008 - August 2008
Manhattan Orthopaedics January 2005 - June 2005
Skills
Microsoft Excel, Microsoft Office, Accounting, FINOP, QuickBooks, Financial Reporting, Transfer Pricing, SEC filings, Financial Statements, Pivot Tables
Education
City University of New York-Baruch College 2010 — 2013
MS, Accounting
Tufts University 2005 — 2009
BA, Economics & History
The University of Hong Kong 2008 — 2008
Joseph Beyrouty Joseph Beyrouty's Moelis & Company Experience June 2008 - July 2013
Job Corporate Finance & Accounting Professional
Industry Banking
Experience
The Raine Group July 2013 - Present
Moelis & Company June 2008 - July 2013
FTI Consulting May 2007 - June 2008
Deloitte September 2004 - May 2007
Value Line September 2001 - July 2004
Skills
MS Office Suite, Project Delivery, Internal Controls, Restructuring, Accounting, Auditing, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, US GAAP, Financial Reporting, Financial Accounting, CPA, GAAP, Internal Audit, Revenue Recognition, External Audit, Variance Analysis, Cash Flow, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, SEC filings, Business Valuation, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Master of Science, Accountancy
Emory University - Goizueta Business School 1998 — 2001
Bachelor of Business Administration, Dual: Finance & Economics
Boston College 1997 — 1998
The Raine Group July 2013 - Present
Moelis & Company June 2008 - July 2013
FTI Consulting May 2007 - June 2008
Deloitte September 2004 - May 2007
Value Line September 2001 - July 2004
Skills
MS Office Suite, Project Delivery, Internal Controls, Restructuring, Accounting, Auditing, Financial Modeling, Financial Analysis, Investment Banking, Due Diligence, Corporate Finance, US GAAP, Financial Reporting, Financial Accounting, CPA, GAAP, Internal Audit, Revenue Recognition, External Audit, Variance Analysis, Cash Flow, Financial Audits, Financial Statements, Sarbanes-Oxley Act, Microsoft Office, SEC filings, Business Valuation, Mergers & Acquisitions, Finance
Education
Baruch College, City University of New York (CUNY) 2003 — 2004
Master of Science, Accountancy
Emory University - Goizueta Business School 1998 — 2001
Bachelor of Business Administration, Dual: Finance & Economics
Boston College 1997 — 1998
Veena Malpani Veena Malpani's Moelis & Company Experience December 2009 - March 2012
Job Legal and Compliance Officer at CCMP Capital
Industry Law Practice
Experience
CCMP Capital March 2014 - Present
Centerbridge Partners April 2012 - March 2014
Moelis & Company December 2009 - March 2012
WilmerHale February 2009 - September 2009
Skadden Arps January 2008 - November 2008
Willkie Farr & Gallagher LLP July 2007 - September 2007
American University Washington College of Law January 2006 - May 2006
Martin McMahon & Associates 2005 - 2005
Skills
Litigation, Securities Law, Compliance, Securities Regulation, Legal Research, Document Review, Hedge Funds, AML, FINRA, Due Diligence, Securities, Legal Issues, Private Equity, Corporate Law, SEC, Corporate Governance, FCPA, Securities Litigation, Surveillance, Code of Conduct
Education
American University, Washington College of Law 2003 — 2006
JD
Emory University 1999 — 2003
BA, Political Science, French
Casady School 1983 — 1999
CCMP Capital March 2014 - Present
Centerbridge Partners April 2012 - March 2014
Moelis & Company December 2009 - March 2012
WilmerHale February 2009 - September 2009
Skadden Arps January 2008 - November 2008
Willkie Farr & Gallagher LLP July 2007 - September 2007
American University Washington College of Law January 2006 - May 2006
Martin McMahon & Associates 2005 - 2005
Skills
Litigation, Securities Law, Compliance, Securities Regulation, Legal Research, Document Review, Hedge Funds, AML, FINRA, Due Diligence, Securities, Legal Issues, Private Equity, Corporate Law, SEC, Corporate Governance, FCPA, Securities Litigation, Surveillance, Code of Conduct
Education
American University, Washington College of Law 2003 — 2006
JD
Emory University 1999 — 2003
BA, Political Science, French
Casady School 1983 — 1999
Lynelle Nicole Johnson's Moelis & Company Experience May 2008 - June 2014
Job Experienced Office Administrator
Industry Management Consulting
Experience
Office Administration January 2006 - Present
Pinnacle Group, Real Estate Management Company May 2015 - September 2015
Moelis & Company May 2008 - June 2014
And Partners March 2006 - May 2008
Boston University September 2000 - May 2005
Skills
Administration, Branding & Identity, Budget Management, Business Continuity..., Client Relations, Community Outreach, Conference Coordination, Construction Management, Contract Negotiation, Corporate Relocation, Daily Operations, Event Production, Facilities Management, Guest Service Management, Infrastructure..., Media Relations, Non-profit..., Onboarding, Organizational..., Performance Appraisal, Policy Analysis, Presentations, Procurement, Professional Writing, Project Management, Property Management..., Public Relations, Security Management, Talent Acquisition, Vendor Relationship..., Virtual Assistance, Nonprofits, Leadership, Event Planning
Education
Boston University
Bachelor's Degree, Communication and Media Studies
Fordham University
Human Resources Management/Personnel Administration, Graduate Degree Program; Lincoln Center Campus
Office Administration January 2006 - Present
Pinnacle Group, Real Estate Management Company May 2015 - September 2015
Moelis & Company May 2008 - June 2014
And Partners March 2006 - May 2008
Boston University September 2000 - May 2005
Skills
Administration, Branding & Identity, Budget Management, Business Continuity..., Client Relations, Community Outreach, Conference Coordination, Construction Management, Contract Negotiation, Corporate Relocation, Daily Operations, Event Production, Facilities Management, Guest Service Management, Infrastructure..., Media Relations, Non-profit..., Onboarding, Organizational..., Performance Appraisal, Policy Analysis, Presentations, Procurement, Professional Writing, Project Management, Property Management..., Public Relations, Security Management, Talent Acquisition, Vendor Relationship..., Virtual Assistance, Nonprofits, Leadership, Event Planning
Education
Boston University
Bachelor's Degree, Communication and Media Studies
Fordham University
Human Resources Management/Personnel Administration, Graduate Degree Program; Lincoln Center Campus
Larry Liao Larry Liao's Moelis & Company Experience June 2015 - Present
Job Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
The Green D Fund March 2015 - Present
Tiltfactor October 2013 - March 2014
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Ridge High School 2008 — 2012
Moelis & Company June 2015 - Present
The Green D Fund March 2015 - Present
Tiltfactor October 2013 - March 2014
Education
Dartmouth College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Ridge High School 2008 — 2012
Travis Chulick Travis Chulick's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cooke & Bieler, L.P. June 2010 - June 2013
Major League Soccer May 2009 - August 2009
Skills
Financial Modeling, Investments, Analysis, Management, Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Word, Microsoft Office, Marketing, Market Research
Education
Columbia Business School 2013 — 2015
MBA
Yale University 2006 — 2010
Bachelor of Arts, Economics
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cooke & Bieler, L.P. June 2010 - June 2013
Major League Soccer May 2009 - August 2009
Skills
Financial Modeling, Investments, Analysis, Management, Microsoft Excel, PowerPoint, Research, Financial Analysis, Microsoft Word, Microsoft Office, Marketing, Market Research
Education
Columbia Business School 2013 — 2015
MBA
Yale University 2006 — 2010
Bachelor of Arts, Economics
Yuhao Gu Yuhao Gu's Moelis & Company Experience July 2013 - August 2013
Job Brandeis MA student
Industry Financial Services
Experience
China International Capital Corporation New York Branch August 2014 - August 2014
New Legacy Capital August 2014 - August 2014
Moelis & Company July 2013 - August 2013
工商银行 January 2013 - February 2013
Shanghai Taiping Life Insurance Co. Ltd. July 2012 - August 2012
China Universal Asset Management January 2012 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Economics, Corporate Finance, Investment Banking, Investment Management, Asset Management, Stata, Bloomberg, Business Development
Education
Brandeis International Business School 2015 — 2017
International Finance and Economics, Master’s Degree
Renmin University of China 2011 — 2015
Economics of Energy, Bachelor’s Degree
中国人民大学 2011 — 2015
能源经济, Bachelor's degree
China International Capital Corporation New York Branch August 2014 - August 2014
New Legacy Capital August 2014 - August 2014
Moelis & Company July 2013 - August 2013
工商银行 January 2013 - February 2013
Shanghai Taiping Life Insurance Co. Ltd. July 2012 - August 2012
China Universal Asset Management January 2012 - February 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Financial Analysis, Economics, Corporate Finance, Investment Banking, Investment Management, Asset Management, Stata, Bloomberg, Business Development
Education
Brandeis International Business School 2015 — 2017
International Finance and Economics, Master’s Degree
Renmin University of China 2011 — 2015
Economics of Energy, Bachelor’s Degree
中国人民大学 2011 — 2015
能源经济, Bachelor's degree
Adam C. McCall Adam C. McCall's Moelis & Company Experience June 2014 - August 2014
Job Associate Attorney at Levi & Korsinsky
Industry Law Practice
Experience
LEVI & KORSINSKY LLP August 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Moelis & Company June 2014 - August 2014
Fortress Investment Group August 2013 - January 2014
Hoffman & Forde, Attorneys at Law May 2011 - April 2013
Skills
Private Equity, Hedge Funds, Corporate Law, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Legal Writing, Legal Research, Document Drafting, Contract Negotiation, Real Estate Transactions, Commercial Real Estate, Contract Law, Investment Banking, Real Property, Financial Accounting, Due Diligence, Finance, Securities, Financial Modeling, Asset Management, Investments, Legal Documents, Document Review
Education
Georgetown University Law Center 2014 — 2015
Master of Laws (LL.M.), Private Equity, Banking, Corporate Finance, and Securities Law
California Western School of Law 2010 — 2013
Juris Doctor (J.D.)
Santa Clara University 2009 — 2010
Certificate of Advanced Accounting Proficiency, Accounting
University of Southern California 2004 — 2008
Bachelor's Degree, Economics
LEVI & KORSINSKY LLP August 2015 - Present
U.S. Securities and Exchange Commission January 2015 - April 2015
Moelis & Company June 2014 - August 2014
Fortress Investment Group August 2013 - January 2014
Hoffman & Forde, Attorneys at Law May 2011 - April 2013
Skills
Private Equity, Hedge Funds, Corporate Law, Mergers & Acquisitions, Securities Regulation, Corporate Finance, Legal Writing, Legal Research, Document Drafting, Contract Negotiation, Real Estate Transactions, Commercial Real Estate, Contract Law, Investment Banking, Real Property, Financial Accounting, Due Diligence, Finance, Securities, Financial Modeling, Asset Management, Investments, Legal Documents, Document Review
Education
Georgetown University Law Center 2014 — 2015
Master of Laws (LL.M.), Private Equity, Banking, Corporate Finance, and Securities Law
California Western School of Law 2010 — 2013
Juris Doctor (J.D.)
Santa Clara University 2009 — 2010
Certificate of Advanced Accounting Proficiency, Accounting
University of Southern California 2004 — 2008
Bachelor's Degree, Economics
Dimitri Theocharis Dimitri Theocharis's Moelis & Company Experience September 2015 - Present
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Chestnut Hill Partners September 2014 - December 2014
Antarctica Asset Management 2013 - 2014
StarBulk Carriers Corp. August 2013 - August 2013
Burgering House September 2010 - August 2011
Skills
Economics, Microsoft Office, Financial Analysis, Entrepreneurship, Market Research, Management, Data Analysis, Financial Accounting, Accounting, Analysis, FX trading, Investment Banking, Leadership, Python, Java, Public Speaking, Microsoft Excel, PowerPoint
Education
NYU Stern School of Business 2012 — 2016
Bachelor's degree, Major in Finance and Information Systems with a minor in Math and Computer Science
Athens University of Economics and Business 2010 — 2012
Moelis & Company September 2015 - Present
Houlihan Lokey June 2015 - August 2015
Chestnut Hill Partners September 2014 - December 2014
Antarctica Asset Management 2013 - 2014
StarBulk Carriers Corp. August 2013 - August 2013
Burgering House September 2010 - August 2011
Skills
Economics, Microsoft Office, Financial Analysis, Entrepreneurship, Market Research, Management, Data Analysis, Financial Accounting, Accounting, Analysis, FX trading, Investment Banking, Leadership, Python, Java, Public Speaking, Microsoft Excel, PowerPoint
Education
NYU Stern School of Business 2012 — 2016
Bachelor's degree, Major in Finance and Information Systems with a minor in Math and Computer Science
Athens University of Economics and Business 2010 — 2012
Chris Garvin Chris Garvin's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Dignity Health July 2013 - June 2015
Dignity Health May 2012 - August 2012
Skills
Financial Analysis, Budgets, Microsoft Excel, Management, Analysis, Finance, Inventory Management, Entrepreneurship, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Access, Public Speaking, Research, Customer Service, Due Diligence
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Moelis & Company July 2015 - Present
Dignity Health July 2013 - June 2015
Dignity Health May 2012 - August 2012
Skills
Financial Analysis, Budgets, Microsoft Excel, Management, Analysis, Finance, Inventory Management, Entrepreneurship, Financial Modeling, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Access, Public Speaking, Research, Customer Service, Due Diligence
Education
Arizona State University, W. P. Carey School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Arizona 2009 — 2013
Bachelor of Science (BS), Finance, General
Peter Yan Peter Yan's Moelis & Company Experience July 2015 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Muay Thai Project 2011 - 2014
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business
B.S.
The Hong Kong University of Science and Technology
Semester Abroad
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Muay Thai Project 2011 - 2014
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
New York University - Leonard N. Stern School of Business
B.S.
The Hong Kong University of Science and Technology
Semester Abroad
Steven Kaye's Moelis & Company Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2015 - Present
STORE Capital August 2015 - Present
Moelis & Company June 2015 - August 2015
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science with Honors, Finance
WHU - Otto Beisheim School of Management 2013 — 2013
International Business Certificate
Moelis & Company August 2015 - Present
STORE Capital August 2015 - Present
Moelis & Company June 2015 - August 2015
Education
Arizona State University, W. P. Carey School of Business 2012 — 2016
Bachelor of Science with Honors, Finance
WHU - Otto Beisheim School of Management 2013 — 2013
International Business Certificate
Keira Luna's Moelis & Company Experience September 2015 - Present
Job Administrative Assistant at Moelis & Company
Industry Accounting
Experience
Moelis & Company September 2015 - Present
H.I.G. Capital January 2012 - September 2015
Hersha Hospitality 2011 - 2012
Magna Hospitality Group 2010 - 2011
Hersha Hospitality 2009 - 2010
Dalberg Global Development Advisors 2008 - 2009
Weitz & Luxenberg 2006 - 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Hospitality, Front Office, Budgets, Sales, PowerPoint, Salesforce.com, NYS Notary Public, Customer Satisfaction, Filing, Finance, Hospitality Management, Management, Social Networking, Travel Arrangements, Administrative...
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
Bachelor of Arts (B.A.) in Criminal Justice, Minor in Philosophy and Law
Moelis & Company September 2015 - Present
H.I.G. Capital January 2012 - September 2015
Hersha Hospitality 2011 - 2012
Magna Hospitality Group 2010 - 2011
Hersha Hospitality 2009 - 2010
Dalberg Global Development Advisors 2008 - 2009
Weitz & Luxenberg 2006 - 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Hospitality, Front Office, Budgets, Sales, PowerPoint, Salesforce.com, NYS Notary Public, Customer Satisfaction, Filing, Finance, Hospitality Management, Management, Social Networking, Travel Arrangements, Administrative...
Education
City University of New York-John Jay College of Criminal Justice 2006 — 2010
Bachelor of Arts (B.A.) in Criminal Justice, Minor in Philosophy and Law
Ashley Larson's Moelis & Company Experience June 2010 - August 2010
Job Senior Associate at ABS Capital Partners
Industry Venture Capital & Private Equity
Experience
ABS Capital Partners May 2014 - Present
Egis Capital Partners May 2011 - May 2014
Columbia Business School August 2009 - July 2011
Moelis & Company June 2010 - August 2010
Red Ventures March 2007 - July 2009
Wells Fargo Securities May 2004 - March 2007
McColl Garella Securities May 2003 - May 2004
Skills
Mergers & Acquisitions, Strategy, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Venture Capital, Mergers, Corporate Finance, Strategic Planning, Investments, Finance, New Business Development, Investment Banking, Business Planning, Financial Analysis, Corporate Development, Competitive Analysis, Deal Execution
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Entepreneurship
Wake Forest University 1999 — 2003
BS, Economics & English
Christ Church Episcopal
ABS Capital Partners May 2014 - Present
Egis Capital Partners May 2011 - May 2014
Columbia Business School August 2009 - July 2011
Moelis & Company June 2010 - August 2010
Red Ventures March 2007 - July 2009
Wells Fargo Securities May 2004 - March 2007
McColl Garella Securities May 2003 - May 2004
Skills
Mergers & Acquisitions, Strategy, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Strategy, Venture Capital, Mergers, Corporate Finance, Strategic Planning, Investments, Finance, New Business Development, Investment Banking, Business Planning, Financial Analysis, Corporate Development, Competitive Analysis, Deal Execution
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Entepreneurship
Wake Forest University 1999 — 2003
BS, Economics & English
Christ Church Episcopal
Libby Burrus Libby Burrus's Moelis & Company Experience July 2014 - Present
Job Private Funds Advisory Analyst at Moelis & Company
Industry Fund-Raising
Experience
Moelis & Company July 2014 - Present
Greenhill & Co. June 2013 - August 2013
Greenhill & Co. June 2012 - August 2012
Tory Burch June 2011 - August 2011
Inside Edition May 2011 - August 2011
Education
University of Virginia 2011 — 2014
Bachelor of Arts (B.A.)
McIntire Business Institute at the University of Virginia 2012 — 2012
University of Richmond 2010 — 2011
Deerfield Academy 2006 — 2010
High School
Moelis & Company July 2014 - Present
Greenhill & Co. June 2013 - August 2013
Greenhill & Co. June 2012 - August 2012
Tory Burch June 2011 - August 2011
Inside Edition May 2011 - August 2011
Education
University of Virginia 2011 — 2014
Bachelor of Arts (B.A.)
McIntire Business Institute at the University of Virginia 2012 — 2012
University of Richmond 2010 — 2011
Deerfield Academy 2006 — 2010
High School
Will Settel Will Settel's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
CampusRecruit LLC January 2012 - February 2014
Financial Diligence Networks June 2013 - September 2013
Assured Guaranty June 2012 - August 2012
Pubget June 2011 - August 2011
SCVNGR April 2011 - May 2011
Skills
CRM, Business Strategy, Recruiting, Analysis, Research, Entrepreneurship, Start-ups
Education
Columbia University in the City of New York 2011 — 2015
BA, Economics
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
CampusRecruit LLC January 2012 - February 2014
Financial Diligence Networks June 2013 - September 2013
Assured Guaranty June 2012 - August 2012
Pubget June 2011 - August 2011
SCVNGR April 2011 - May 2011
Skills
CRM, Business Strategy, Recruiting, Analysis, Research, Entrepreneurship, Start-ups
Education
Columbia University in the City of New York 2011 — 2015
BA, Economics
David Chui David Chui's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Prudential Capital Group June 2013 - August 2013
Martin Lab March 2012 - May 2013
Education
Duke University 2013 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance, Political Science Minor
University of Washington
Bachelor of Science (BS), Economics, Chemistry
Newport High School
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Prudential Capital Group June 2013 - August 2013
Martin Lab March 2012 - May 2013
Education
Duke University 2013 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance, Political Science Minor
University of Washington
Bachelor of Science (BS), Economics, Chemistry
Newport High School
Vivek Rohra Vivek Rohra's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Subotnick Financial Services Center June 2012 - May 2013
Skills
Mergers & Acquisitions, Leveraged Finance, Financial Analysis, Financial Modeling, Investment Banking
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Magna Cum Laude
The Lyceum School
GCE Advanced Level
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
J.P. Morgan June 2013 - August 2013
Subotnick Financial Services Center June 2012 - May 2013
Skills
Mergers & Acquisitions, Leveraged Finance, Financial Analysis, Financial Modeling, Investment Banking
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Magna Cum Laude
The Lyceum School
GCE Advanced Level
Sheila Soto's Moelis & Company Experience March 2013 - July 2015
Job Executive Assistant at TMG Health
Industry Hospital & Health Care
Experience
TMG Health July 2015 - Present
Progressive Home Health Services, Inc. September 2014 - Present
Moelis & Company March 2013 - July 2015
Navmasters April 2011 - February 2013
NBC Universal February 2007 - April 2011
Arbor Education September 2005 - December 2006
Realty Skyline Research April 2003 - September 2005
Skills
Executive..., Business Continuity..., Home Health Coordinator, Customer Service, Management, Access, Office Management, Event Planning, Invoicing, Budgets, Administration, Accounts Receivable, Customer Satisfaction, Marketing, Spreadsheets, Logistics, Accounts Payable, Business Development, Finance, Account Reconciliation, Start-ups, Databases, Bookkeeping, HHA Exchange, System 5, Concur, MRM, ADP Payroll, Payroll
Education
Capella University 2015 — 2017
MBA, Healthcare Management
University of Phoenix 2007 — 2010
Bachelor of Business Communications , Business Administration and Management, General
TMG Health July 2015 - Present
Progressive Home Health Services, Inc. September 2014 - Present
Moelis & Company March 2013 - July 2015
Navmasters April 2011 - February 2013
NBC Universal February 2007 - April 2011
Arbor Education September 2005 - December 2006
Realty Skyline Research April 2003 - September 2005
Skills
Executive..., Business Continuity..., Home Health Coordinator, Customer Service, Management, Access, Office Management, Event Planning, Invoicing, Budgets, Administration, Accounts Receivable, Customer Satisfaction, Marketing, Spreadsheets, Logistics, Accounts Payable, Business Development, Finance, Account Reconciliation, Start-ups, Databases, Bookkeeping, HHA Exchange, System 5, Concur, MRM, ADP Payroll, Payroll
Education
Capella University 2015 — 2017
MBA, Healthcare Management
University of Phoenix 2007 — 2010
Bachelor of Business Communications , Business Administration and Management, General
Zachary Kushner Zachary Kushner's Moelis & Company Experience July 2015 - Present
Job Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
HSBC June 2014 - August 2014
Soros Fund Management June 2013 - August 2013
Cornell University School of Hotel Administration January 2013 - May 2013
CBRE June 2012 - August 2012
Skills
Microsoft Office
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Moelis & Company July 2015 - Present
HSBC June 2014 - August 2014
Soros Fund Management June 2013 - August 2013
Cornell University School of Hotel Administration January 2013 - May 2013
CBRE June 2012 - August 2012
Skills
Microsoft Office
Education
Cornell University 2011 — 2015
Bachelor of Science (BS), Applied Economics and Management
Matthew Bradshaw Matthew Bradshaw's Moelis & Company Experience May 2014 - Present
Job Investment Banker
Industry Investment Banking
Experience
Moelis & Company May 2014 - Present
Gardening Leave February 2014 - April 2014
Goldman Sachs July 2011 - February 2014
UBS Investment Bank August 2005 - July 2011
PwC 2001 - 2003
Skills
Investment Banking, Hedge Funds, Private Equity, Equities, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Corporate Finance, Alternative Investments, Structured Products
Education
Australian Graduate School of Management
Moelis & Company May 2014 - Present
Gardening Leave February 2014 - April 2014
Goldman Sachs July 2011 - February 2014
UBS Investment Bank August 2005 - July 2011
PwC 2001 - 2003
Skills
Investment Banking, Hedge Funds, Private Equity, Equities, Fixed Income, Capital Markets, Derivatives, Valuation, Financial Modeling, Corporate Finance, Alternative Investments, Structured Products
Education
Australian Graduate School of Management
Jared Goldman's Moelis & Company Experience August 2013 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2013 - Present
Moelis & Company June 2013 - August 2013
Brandeis University August 2009 - May 2013
Brandeis University September 2009 - February 2013
Deutsche Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Bloomberg, Microsoft Excel, Stata, Capital IQ, Teamwork, Project Management, ThomsonOne, Series 79, Analysis, Investment Banking
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.)
Cold Spring Harbor High School 2005 — 2009
Moelis & Company August 2013 - Present
Moelis & Company June 2013 - August 2013
Brandeis University August 2009 - May 2013
Brandeis University September 2009 - February 2013
Deutsche Bank June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Skills
Investments, Bloomberg, Microsoft Excel, Stata, Capital IQ, Teamwork, Project Management, ThomsonOne, Series 79, Analysis, Investment Banking
Education
Brandeis University 2009 — 2013
Bachelor of Arts (B.A.)
Cold Spring Harbor High School 2005 — 2009
Michael Feng Michael Feng's Moelis & Company Experience 2011 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2011 - Present
Thomson Reuters June 2009 - June 2011
Thomson Reuters June 2007 - June 2009
Skills
Investment Banking, Finance, Private Equity, Management, Market Data, Bloomberg, Financial Markets, Fixed Income, Capital Markets, Trading Systems, Financial Services, Financial Analysis
Education
Binghamton University - School of Management 2000 — 2004
BS, Finance, MIS
Moelis & Company 2011 - Present
Thomson Reuters June 2009 - June 2011
Thomson Reuters June 2007 - June 2009
Skills
Investment Banking, Finance, Private Equity, Management, Market Data, Bloomberg, Financial Markets, Fixed Income, Capital Markets, Trading Systems, Financial Services, Financial Analysis
Education
Binghamton University - School of Management 2000 — 2004
BS, Finance, MIS
Parth Bhardwaj's Moelis & Company Experience June 2012 - August 2012
Job Investment Banking Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
KeyBanc Capital Markets October 2013 - Present
Orchid June 2013 - July 2013
Moelis & Company June 2012 - August 2012
Valuation Research Corporation June 2011 - September 2011
Citigroup February 2011 - April 2011
Valuation Research Corporation May 2010 - September 2010
Education
Boston University 2008 — 2013
Georgetown University 2007 — 2007
Gateway to Business Program
Virginia Harnisch Virginia Harnisch's Moelis & Company Experience June 2011 - June 2012
Job Chief Compliance Officer at SMBC Capital Markets, Inc.
Industry Legal Services
Experience
Sumitomo Mitsui Banking Corporation Capital Markets June 2012 - Present
Moelis & Company June 2011 - June 2012
Regulatory Fundamentals Group LLC January 2011 - July 2011
NYSE Regulation - Division of Enforcement May 1997 - December 2010
Skills
Series 7 Registered..., Series 7, Capital Markets, Securities, FINRA, Litigation, Securities Regulation, AML
Education
University of Virginia School of Law 1987 — 1990
JD, law
Columbia College (NY) 1983 — 1987
BA, political science
Sumitomo Mitsui Banking Corporation Capital Markets June 2012 - Present
Moelis & Company June 2011 - June 2012
Regulatory Fundamentals Group LLC January 2011 - July 2011
NYSE Regulation - Division of Enforcement May 1997 - December 2010
Skills
Series 7 Registered..., Series 7, Capital Markets, Securities, FINRA, Litigation, Securities Regulation, AML
Education
University of Virginia School of Law 1987 — 1990
JD, law
Columbia College (NY) 1983 — 1987
BA, political science
Steven (Tianming) Li Steven (Tianming) Li's Moelis & Company Experience January 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Oberon Securities, LLC October 2011 - February 2012
New York University June 2011 - October 2011
Distributed Capital Group, Inc February 2011 - October 2011
Chinese Mei Society September 2010 - June 2011
Skills
Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Critical Thinking, Mandarin, Restructuring, LBO, Microsoft Excel, Credit Analysis, Creative Solutions, Portfolio Management, Mergers & Acquisitions, Economics, Analysis, Teamwork, Valuation, Corporate Finance, Strategy, Equities, Data Analysis, Credit Risk, Finance, Revolving Lines of..., Leveraged Finance, Leveraged Lending, Budgets, Microsoft Office, Investments, Venture Capital, Debt Restructuring, High Yield Bonds, Capital IQ, Term Loan, Virtual Reality, Bloomberg, PowerPoint, Capital Markets, Bloomberg Terminal, Microsoft Word, Research, Private Equity, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and Economics
Auckland International College (High School) 2007 — 2009
International Baccalaureate Diploma, Mathematics, Economics, and English Higher Level
Auckland Grammar School 2004 — 2007
High School, IGCSE, Cambridge A Levels
Moelis & Company January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Oberon Securities, LLC October 2011 - February 2012
New York University June 2011 - October 2011
Distributed Capital Group, Inc February 2011 - October 2011
Chinese Mei Society September 2010 - June 2011
Skills
Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Critical Thinking, Mandarin, Restructuring, LBO, Microsoft Excel, Credit Analysis, Creative Solutions, Portfolio Management, Mergers & Acquisitions, Economics, Analysis, Teamwork, Valuation, Corporate Finance, Strategy, Equities, Data Analysis, Credit Risk, Finance, Revolving Lines of..., Leveraged Finance, Leveraged Lending, Budgets, Microsoft Office, Investments, Venture Capital, Debt Restructuring, High Yield Bonds, Capital IQ, Term Loan, Virtual Reality, Bloomberg, PowerPoint, Capital Markets, Bloomberg Terminal, Microsoft Word, Research, Private Equity, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and Economics
Auckland International College (High School) 2007 — 2009
International Baccalaureate Diploma, Mathematics, Economics, and English Higher Level
Auckland Grammar School 2004 — 2007
High School, IGCSE, Cambridge A Levels
Mani Foroohar Mani Foroohar's Moelis & Company Experience June 2011 - August 2011
Job Research Analyst at Green Owl Capital
Industry Financial Services
Experience
Green Owl Capital Management December 2014 - Present
Barclays November 2013 - November 2014
Cellanyx Diagnostics May 2012 - May 2014
eTherapi.com August 2012 - August 2013
InSITE October 2010 - June 2012
First Round Capital March 2012 - May 2012
Hawkshaw Capital Management November 2011 - March 2012
Moelis & Company June 2011 - August 2011
Encapsule Medical Devices, LLC June 2010 - March 2011
Howard Hughes Medical Institute 2006 - 2007
Skills
Business Valuation, Healthcare, Entrepreneurship, Research, Value Investing, Biotechnology, Restructuring, Lifesciences, Mergers & Acquisitions, Clinical Research, Medical Devices, Strategy, Investments, Corporate Development, Emerging Markets, Private Equity, Valuation, Due Diligence, Start-ups, Life Sciences
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Stanford University School of Medicine 2004 — 2010
MD, Molecular Basis of Medicine, Clinical Research
University of California, Los Angeles 1999 — 2003
BS, Economics/Psychobiology
Green Owl Capital Management December 2014 - Present
Barclays November 2013 - November 2014
Cellanyx Diagnostics May 2012 - May 2014
eTherapi.com August 2012 - August 2013
InSITE October 2010 - June 2012
First Round Capital March 2012 - May 2012
Hawkshaw Capital Management November 2011 - March 2012
Moelis & Company June 2011 - August 2011
Encapsule Medical Devices, LLC June 2010 - March 2011
Howard Hughes Medical Institute 2006 - 2007
Skills
Business Valuation, Healthcare, Entrepreneurship, Research, Value Investing, Biotechnology, Restructuring, Lifesciences, Mergers & Acquisitions, Clinical Research, Medical Devices, Strategy, Investments, Corporate Development, Emerging Markets, Private Equity, Valuation, Due Diligence, Start-ups, Life Sciences
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
Stanford University School of Medicine 2004 — 2010
MD, Molecular Basis of Medicine, Clinical Research
University of California, Los Angeles 1999 — 2003
BS, Economics/Psychobiology
Jordan Pollack's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Moelis & Company 2014 - 2014
EdgeUP Website Design, LLC April 2012 - December 2013
Ardian May 2013 - August 2013
Terrapin Partners April 2012 - August 2012
Hilton Worldwide April 2010 - May 2010
Skills
Social Media, Hospitality, Social Media Marketing, Hotels, Hospitality Management, Hospitality Industry, Hotel Management, Valuation, Microsoft Excel, Microsoft Office, Event Planning, Food & Beverage, Front Office, Sales, Public Speaking, Leadership, Business Strategy, Restaurants, Resorts, Investments
Education
Cornell University 2011 — 2015
Bachelor of Science, Hotel Administration
Byram Hills High School 2007 — 2011
Moelis & Company July 2015 - Present
Moelis & Company 2014 - 2014
EdgeUP Website Design, LLC April 2012 - December 2013
Ardian May 2013 - August 2013
Terrapin Partners April 2012 - August 2012
Hilton Worldwide April 2010 - May 2010
Skills
Social Media, Hospitality, Social Media Marketing, Hotels, Hospitality Management, Hospitality Industry, Hotel Management, Valuation, Microsoft Excel, Microsoft Office, Event Planning, Food & Beverage, Front Office, Sales, Public Speaking, Leadership, Business Strategy, Restaurants, Resorts, Investments
Education
Cornell University 2011 — 2015
Bachelor of Science, Hotel Administration
Byram Hills High School 2007 — 2011
Megan (Spargo) Glover's Moelis & Company Experience August 2009 - October 2014
Job Senior Vice President Human Resources at Macquarie Group
Industry Financial Services
Experience
Macquarie Group October 2014 - Present
Moelis & Company August 2009 - October 2014
Morgan Stanley February 2006 - May 2009
JAMDAT Mobile April 2004 - February 2006
Skills
Performance Management, Employee Relations..., Employee Relations, Deferred Compensation, Restructuring, Succession Planning, Management, Employment Law, Performance Appraisal, Personnel Management, Employee Benefits, Training, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor of Science, Psychology
University of Southern California
Teaching Credential
Macquarie Group October 2014 - Present
Moelis & Company August 2009 - October 2014
Morgan Stanley February 2006 - May 2009
JAMDAT Mobile April 2004 - February 2006
Skills
Performance Management, Employee Relations..., Employee Relations, Deferred Compensation, Restructuring, Succession Planning, Management, Employment Law, Performance Appraisal, Personnel Management, Employee Benefits, Training, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor of Science, Psychology
University of Southern California
Teaching Credential
Sida He's Moelis & Company Experience 2015 - Present
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
Goldman, Sachs & Co. June 2015 - August 2015
Goldman, Sachs & Co. June 2014 - August 2014
Alenco Home Improvement, Inc. March 2011 - August 2013
Skills
Microsoft Excel, Finance, Investment Banking, Economics, Leadership, Data Analysis, Financial Modeling, Financial Institutions, Mergers & Acquisitions, Capital Markets
Education
Cornell University 2012 — 2016
Bachelor of Arts (BA), Economics
Blue Valley North High School 2008 — 2012
ACT: 34, GPA: 4.3
Moelis & Company 2015 - Present
Goldman, Sachs & Co. June 2015 - August 2015
Goldman, Sachs & Co. June 2014 - August 2014
Alenco Home Improvement, Inc. March 2011 - August 2013
Skills
Microsoft Excel, Finance, Investment Banking, Economics, Leadership, Data Analysis, Financial Modeling, Financial Institutions, Mergers & Acquisitions, Capital Markets
Education
Cornell University 2012 — 2016
Bachelor of Arts (BA), Economics
Blue Valley North High School 2008 — 2012
ACT: 34, GPA: 4.3
David Cogut's Moelis & Company Experience June 2011 - June 2012
Job Investment Professional at Pegasus Capital Advisors
Industry Venture Capital & Private Equity
Experience
Pegasus Capital Advisors May 2013 - Present
LWPartners June 2012 - May 2013
Moelis & Company June 2011 - June 2012
Skills
Mergers & Acquisitions, Strategic Partnerships, Investments, Finance, Restructuring, Private Equity, Valuation, Venture Capital, LBO, Corporate Finance, Financial Modeling, Corporate Development
Education
Brown University 2007 — 2011
Bachelor of Arts (BA), Economics
Horace Mann 2000 — 2007
Horace Mann
Pegasus Capital Advisors May 2013 - Present
LWPartners June 2012 - May 2013
Moelis & Company June 2011 - June 2012
Skills
Mergers & Acquisitions, Strategic Partnerships, Investments, Finance, Restructuring, Private Equity, Valuation, Venture Capital, LBO, Corporate Finance, Financial Modeling, Corporate Development
Education
Brown University 2007 — 2011
Bachelor of Arts (BA), Economics
Horace Mann 2000 — 2007
Horace Mann
Adam Augusiak-Boro Adam Augusiak-Boro's Moelis & Company Experience July 2015 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2013 - July 2015
Apollo Global Management LLC December 2014 - June 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - July 2012
United States District Court for the District of Massachusetts May 2011 - August 2011
Skills
Legal Writing, Legal Research, Spanish, Legal Issues, Due Diligence, Mergers & Acquisitions, Microsoft Office
Education
Cornell Law School 2010 — 2013
Juris Doctor, Business Law and Regulation Concentration, Cum Laude
College of Arts and Sciences, Cornell University 2006 — 2010
Bachelor of Arts, Government and Spanish (minor), with Distinction in All Subjects
Universitat de Barcelona 2009 — 2009
Study Abroad Program
Moelis & Company July 2015 - Present
Paul, Weiss, Rifkind, Wharton & Garrison LLP September 2013 - July 2015
Apollo Global Management LLC December 2014 - June 2015
Paul, Weiss, Rifkind, Wharton & Garrison LLP May 2012 - July 2012
United States District Court for the District of Massachusetts May 2011 - August 2011
Skills
Legal Writing, Legal Research, Spanish, Legal Issues, Due Diligence, Mergers & Acquisitions, Microsoft Office
Education
Cornell Law School 2010 — 2013
Juris Doctor, Business Law and Regulation Concentration, Cum Laude
College of Arts and Sciences, Cornell University 2006 — 2010
Bachelor of Arts, Government and Spanish (minor), with Distinction in All Subjects
Universitat de Barcelona 2009 — 2009
Study Abroad Program
Hagit Merhavi's Moelis & Company Experience June 2012 - August 2012
Job
Industry Computer Software
Experience
Vidyo July 2013 - Present
PlaceIQ January 2013 - May 2013
Moelis & Company June 2012 - August 2012
Cadence Design Systems May 2010 - July 2011
Celeno July 2008 - April 2010
AudioCodes (Engineering Final Project) July 2007 - June 2008
Intel October 2005 - July 2007
Israel Defense Forces February 2000 - August 2002
Skills
Product Management, Verilog, Specman, Perl, Processors, C++, Algorithms, Embedded Systems, Hardware Architecture, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Strategy, Mobile Devices, Management, IC, Competitive Analysis, Software Development, Start-ups, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA
Ben Gurion University 2004 — 2008
BSc
Vidyo July 2013 - Present
PlaceIQ January 2013 - May 2013
Moelis & Company June 2012 - August 2012
Cadence Design Systems May 2010 - July 2011
Celeno July 2008 - April 2010
AudioCodes (Engineering Final Project) July 2007 - June 2008
Intel October 2005 - July 2007
Israel Defense Forces February 2000 - August 2002
Skills
Product Management, Verilog, Specman, Perl, Processors, C++, Algorithms, Embedded Systems, Hardware Architecture, Business Strategy, Business Development, Financial Analysis, Financial Modeling, Strategy, Mobile Devices, Management, IC, Competitive Analysis, Software Development, Start-ups, Cross-functional Team...
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA
Ben Gurion University 2004 — 2008
BSc
Abhinav Gattani's Moelis & Company Experience March 2013 - Present
Job Senior Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company March 2013 - Present
Moelis & Company September 2009 - February 2013
Citigroup July 2007 - September 2009
Kellogg School of management July 2005 - June 2007
Goldman Sachs 2006 - 2006
Oracle Corporation June 2002 - May 2005
Skills
Financial Modeling, Mergers, Strategic Advisory, Due Diligence, Valuation, Investments, transaction sourcing, Equities, Product Management, Competitive Analysis, Strategy, Investment Banking, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance & Strategy
Birla Institute of Technology and Science, Pilani 1998 — 2002
B.E. Hons, Computer Science
Brijlal Biyani 1996 — 1998
Scindia School 1988 — 1998
Dnyanmata
Moelis & Company March 2013 - Present
Moelis & Company September 2009 - February 2013
Citigroup July 2007 - September 2009
Kellogg School of management July 2005 - June 2007
Goldman Sachs 2006 - 2006
Oracle Corporation June 2002 - May 2005
Skills
Financial Modeling, Mergers, Strategic Advisory, Due Diligence, Valuation, Investments, transaction sourcing, Equities, Product Management, Competitive Analysis, Strategy, Investment Banking, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA, Finance & Strategy
Birla Institute of Technology and Science, Pilani 1998 — 2002
B.E. Hons, Computer Science
Brijlal Biyani 1996 — 1998
Scindia School 1988 — 1998
Dnyanmata
Charles Lerner's Moelis & Company Experience 2007 - June 2008
Job Principal at Fiduciary Compliance Associates LLC
Industry Financial Services
Experience
Fiduciary Compliance Associates LLC January 2009 - Present
Duff Capital Advisors June 2008 - December 2008
Moelis & Company 2007 - June 2008
UBS Dillon Read 2006 - 2007
BlackRock Financial Management 2002 - 2006
Deutsche Bank/Bankers Trust Company 1997 - 2002
EBSA, US Department of Labor 1984 - 1997
Securities and Exchange Commission 1970 - 1984
Skills
Private Equity, Compliance
Education
Brooklyn Law School 1966 — 1969
JD, Law
Cornell University 1962 — 1966
Fiduciary Compliance Associates LLC January 2009 - Present
Duff Capital Advisors June 2008 - December 2008
Moelis & Company 2007 - June 2008
UBS Dillon Read 2006 - 2007
BlackRock Financial Management 2002 - 2006
Deutsche Bank/Bankers Trust Company 1997 - 2002
EBSA, US Department of Labor 1984 - 1997
Securities and Exchange Commission 1970 - 1984
Skills
Private Equity, Compliance
Education
Brooklyn Law School 1966 — 1969
JD, Law
Cornell University 1962 — 1966
James Schiro's Moelis & Company Experience July 2014 - Present
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Moelis & Company July 2014 - Present
Inpoint an Aon company January 2010 - May 2012
UBS June 2007 - December 2009
Dillon Read Capital Management June 2006 - June 2007
GAMCO Investors August 2005 - June 2006
GAMCO 2005 - 2006
Allen & Co. 2004 - 2004
Wall Street Access 2001 - 2004
Skills
Business Strategy, Insurance, Strategic Planning, Customer Relations, Excel, Analysis, PowerPoint, Microsoft Office, New Business Development, Word, Management Consulting, Data Analysis, Competitive Analysis, Mergers, Outlook, Team Leadership, Banking, Business Analysis, Financial Analysis, Microsoft Excel, Risk Management, Marketing, Mergers & Acquisitions
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Boston College 2001 — 2005
Bachelor of Arts, English
The Hun School of Princeton 1997 — 2001
Weinglass, Aaron's Moelis & Company Experience April 2014 - Present
Job Finance Associate Moelis & Company
Industry Accounting
Experience
Moelis & Company April 2014 - Present
Merrill Lynch August 2011 - April 2014
Thacher Associates December 2009 - August 2011
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting, US GAAP, Due Diligence, GAAP, General Ledger, External Audit, Revenue Recognition, Microsoft Excel, Budgets, Private Equity, Asset Management, Fraud, Investments, Microsoft Word, Outlook, Microsoft Office, Forensic Accounting, PowerPoint, Account Reconciliation, Financial Statements, Tax, Accounts Payable, IFRS, Accounts Receivable, Cash Flow, Variance Analysis, Sarbanes-Oxley, Assurance, Risk Management, Financial Audits, Internal Audit, Risk Assessment, Corporate Tax, Corporate Finance, Payroll, Mergers & Acquisitions, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2007
MBA, Accounting
Brandeis University 1999 — 2003
Moelis & Company April 2014 - Present
Merrill Lynch August 2011 - April 2014
Thacher Associates December 2009 - August 2011
Skills
Financial Reporting, Auditing, Financial Analysis, Accounting, Internal Controls, CPA, Sarbanes-Oxley Act, SEC filings, Financial Accounting, US GAAP, Due Diligence, GAAP, General Ledger, External Audit, Revenue Recognition, Microsoft Excel, Budgets, Private Equity, Asset Management, Fraud, Investments, Microsoft Word, Outlook, Microsoft Office, Forensic Accounting, PowerPoint, Account Reconciliation, Financial Statements, Tax, Accounts Payable, IFRS, Accounts Receivable, Cash Flow, Variance Analysis, Sarbanes-Oxley, Assurance, Risk Management, Financial Audits, Internal Audit, Risk Assessment, Corporate Tax, Corporate Finance, Payroll, Mergers & Acquisitions, SEC Filings
Education
Rutgers, The State University of New Jersey-Newark 2006 — 2007
MBA, Accounting
Brandeis University 1999 — 2003
Andrea Hurst's Moelis & Company Experience March 2011 - Present
Job Head of Marketing & Communications, Moelis & Company
Industry Financial Services
Experience
Moelis & Company March 2011 - Present
Citi April 2005 - February 2011
Citigroup January 2004 - March 2005
Citi January 2001 - December 2003
Deutsche Bank June 1999 - December 2000
Bankers Trust June 1998 - June 1999
Lloyd's of London November 1995 - May 1998
Skills
Crisis Communications, Public Relations, Corporate Communications, Media Relations, Corporate Social..., Strategic Communications, Integrated Marketing, Investor Relations, Marketing Communications, Internal Communications, Management, Strategy, Digital Marketing, Crisis Management, Speech Writing, Leadership
Education
Deakin University
Bachelor of Arts (BA), Journalism
Moelis & Company March 2011 - Present
Citi April 2005 - February 2011
Citigroup January 2004 - March 2005
Citi January 2001 - December 2003
Deutsche Bank June 1999 - December 2000
Bankers Trust June 1998 - June 1999
Lloyd's of London November 1995 - May 1998
Skills
Crisis Communications, Public Relations, Corporate Communications, Media Relations, Corporate Social..., Strategic Communications, Integrated Marketing, Investor Relations, Marketing Communications, Internal Communications, Management, Strategy, Digital Marketing, Crisis Management, Speech Writing, Leadership
Education
Deakin University
Bachelor of Arts (BA), Journalism
Trey Hanlan's Moelis & Company Experience June 2015 - Present
Job Bank of America Merrill Lynch Associate Global Healthcare Group
Industry Financial Services
Experience
Moelis & Company June 2015 - Present
Bank of America August 2013 - June 2015
Nomura Securities International July 2008 - July 2013
Skills
Financial Analysis, Mergers, Valuation, Due Diligence, Capital Markets, Investments, Strategic Planning
Education
Babson College 2005 — 2008
Moelis & Company June 2015 - Present
Bank of America August 2013 - June 2015
Nomura Securities International July 2008 - July 2013
Skills
Financial Analysis, Mergers, Valuation, Due Diligence, Capital Markets, Investments, Strategic Planning
Education
Babson College 2005 — 2008
Grant Kassel's Moelis & Company Experience June 2013 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2013 - Present
Moelis & Company June 2010 - June 2013
DFJ Esprit February 2009 - May 2009
UBS Financial Services August 2007 - December 2007
Millennium Trust Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Portfolio Management, Venture Capital, Restructuring, Entrepreneurship, Financial Services, Business Planning, Asset Allocation, Bloomberg, Investment Banking, Forecasting, LBO, DCF, Private Equity, Corporate Finance, Capital Markets, Microsoft Excel
Education
Boston University 2006 — 2010
Dual Degree; of, a Finance Concentration and an Economics; Management
Boston University 2006 — 2010
Bachelor of Arts & Science, Arts and Sciences
Boston University - School of Management 2006 — 2010
Bachelors in Science of Managent, Finance
Moelis & Company June 2013 - Present
Moelis & Company June 2010 - June 2013
DFJ Esprit February 2009 - May 2009
UBS Financial Services August 2007 - December 2007
Millennium Trust Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Investments, Portfolio Management, Venture Capital, Restructuring, Entrepreneurship, Financial Services, Business Planning, Asset Allocation, Bloomberg, Investment Banking, Forecasting, LBO, DCF, Private Equity, Corporate Finance, Capital Markets, Microsoft Excel
Education
Boston University 2006 — 2010
Dual Degree; of, a Finance Concentration and an Economics; Management
Boston University 2006 — 2010
Bachelor of Arts & Science, Arts and Sciences
Boston University - School of Management 2006 — 2010
Bachelors in Science of Managent, Finance
Danielle Vandiver's Moelis & Company Experience September 2008 - October 2008
Job Part Time Assistant Manager & Social Media Coordinator
Industry Legal Services
Experience
Installation Boutique October 2013 - May 2014
Hoguet Newman Regal & Kenney LLP September 2010 - February 2013
Leafstone Staffing March 2008 - August 2010
Quest Software-Leafstone January 2008 - May 2010
Quest Software January 2008 - December 2009
Moelis & Company September 2008 - October 2008
Dept. of Homeland Security / FEMA External Affairs Reservist March 2007 - December 2007
SODEXHO USA May 2006 - August 2006
Spartanburg Methodist College January 2002 - May 2004
Skills
Administrative..., Invoicing, Data Entry, Customer Service, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Leadership, Process Scheduler, Microsoft Word, QuickBooks, Office Management, Social Networking, File Management, Database Administration, Photoshop, Event Photography, Mac, Blogging
Education
Claflin University 2004 — 2007
Bachelor's of Science, Marketing
Claflin University 2004 — 2007
B.S, Marketing
Spartanburg Methodist College 2002 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Installation Boutique October 2013 - May 2014
Hoguet Newman Regal & Kenney LLP September 2010 - February 2013
Leafstone Staffing March 2008 - August 2010
Quest Software-Leafstone January 2008 - May 2010
Quest Software January 2008 - December 2009
Moelis & Company September 2008 - October 2008
Dept. of Homeland Security / FEMA External Affairs Reservist March 2007 - December 2007
SODEXHO USA May 2006 - August 2006
Spartanburg Methodist College January 2002 - May 2004
Skills
Administrative..., Invoicing, Data Entry, Customer Service, Microsoft Office, Outlook, PowerPoint, Microsoft Excel, Leadership, Process Scheduler, Microsoft Word, QuickBooks, Office Management, Social Networking, File Management, Database Administration, Photoshop, Event Photography, Mac, Blogging
Education
Claflin University 2004 — 2007
Bachelor's of Science, Marketing
Claflin University 2004 — 2007
B.S, Marketing
Spartanburg Methodist College 2002 — 2004
Associate of Science (A.S.), Business Administration and Management, General
Janine Fanuzzi's Moelis & Company Experience October 2009 - Present
Job at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company October 2009 - Present
Skills
Private Equity, Investment Banking, Equities, Bloomberg, Asset Managment, Fixed Income, Hedge Funds, Event Planning, Corporate Finance, Asset Management, Capital Markets, Derivatives
Education
City University of New York-College of Staten Island 1987 — 1990
Susan Wagner 1982 — 1986
Moelis & Company October 2009 - Present
Skills
Private Equity, Investment Banking, Equities, Bloomberg, Asset Managment, Fixed Income, Hedge Funds, Event Planning, Corporate Finance, Asset Management, Capital Markets, Derivatives
Education
City University of New York-College of Staten Island 1987 — 1990
Susan Wagner 1982 — 1986
David You's Moelis & Company Experience April 2010 - October 2012
Job Analyst at Brigade Capital Management
Industry Financial Services
Experience
Brigade Capital Management November 2012 - Present
Moelis & Company April 2010 - October 2012
DUMAC, LLC (Duke University Endowment) June 2007 - April 2010
Skills
Investments, Hedge Funds, Distressed Debt, Private Equity, Valuation, Corporate Finance, M&A experience, Restructuring
Education
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Brigade Capital Management November 2012 - Present
Moelis & Company April 2010 - October 2012
DUMAC, LLC (Duke University Endowment) June 2007 - April 2010
Skills
Investments, Hedge Funds, Distressed Debt, Private Equity, Valuation, Corporate Finance, M&A experience, Restructuring
Education
Duke University 2003 — 2007
Bachelor of Science (B.S.), Economics
Rick Gold's Moelis & Company Experience August 2007 - June 2009
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company October 2015 - Present
McKinsey & Company September 2013 - October 2015
McKinsey & Company September 2011 - September 2013
ILR Sports Management Club July 2010 - September 2011
The Raine Group June 2010 - August 2010
Moelis & Company August 2007 - June 2009
Banc of America Securities June 2006 - August 2007
Atlas America, Inc. May 2005 - August 2005
Skills
Mergers, Entertainment, Sports, Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Financial Analysis, Business Development, Management Consulting, Due Diligence, Economics, Strategic Planning, Market Research, Microsoft Excel, Research, Start-ups, Risk Management, Microsoft Office, Mergers & Acquisitions, Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
McKinsey & Company October 2015 - Present
McKinsey & Company September 2013 - October 2015
McKinsey & Company September 2011 - September 2013
ILR Sports Management Club July 2010 - September 2011
The Raine Group June 2010 - August 2010
Moelis & Company August 2007 - June 2009
Banc of America Securities June 2006 - August 2007
Atlas America, Inc. May 2005 - August 2005
Skills
Mergers, Entertainment, Sports, Financial Modeling, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Financial Analysis, Business Development, Management Consulting, Due Diligence, Economics, Strategic Planning, Market Research, Microsoft Excel, Research, Start-ups, Risk Management, Microsoft Office, Mergers & Acquisitions, Management, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2009 — 2011
MBA
Cornell University 2002 — 2006
BS, Industrial and Labor Relations
Tushar Mital's Moelis & Company Experience July 2011 - August 2012
Job MBA Candidate at The Wharton School of Business
Industry Financial Services
Experience
Dat Venture January 2015 - July 2015
Techstars September 2014 - November 2014
ABRY Partners September 2012 - September 2014
Moelis & Company July 2011 - August 2012
www.KnowTheCo.com May 2008 - May 2011
Moelis & Company 2010 - 2010
Goldman Sachs June 2009 - August 2009
Barclays June 2008 - August 2008
Bozzuto's June 2005 - June 2007
Skills
Investments, Investment Banking, Financial Modeling, Finance, Financial Analysis, Valuation, Microsoft Excel, Securities, Corporate Finance, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Dat Venture January 2015 - July 2015
Techstars September 2014 - November 2014
ABRY Partners September 2012 - September 2014
Moelis & Company July 2011 - August 2012
www.KnowTheCo.com May 2008 - May 2011
Moelis & Company 2010 - 2010
Goldman Sachs June 2009 - August 2009
Barclays June 2008 - August 2008
Bozzuto's June 2005 - June 2007
Skills
Investments, Investment Banking, Financial Modeling, Finance, Financial Analysis, Valuation, Microsoft Excel, Securities, Corporate Finance, Microsoft Office
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Boston College 2007 — 2011
Matt Bilge's Moelis & Company Experience January 2015 - Present
Job Vice President at Moelis & Company
Industry Financial Services
Experience
Moelis & Company January 2015 - Present
Deutsche Bank Securities June 2011 - December 2014
Darden School of Business, University of Virginia August 2009 - June 2011
Deutsche Bank Securities June 2010 - August 2010
Medtronic CardioVascular September 2004 - May 2009
Johnson & Johnson January 2004 - September 2004
Education
University of Virginia Darden School of Business 2009 — 2011
Columbia Engineering
MS, Materials Engineering
University of California, Los Angeles
BS, Materials Engineering
Moelis & Company January 2015 - Present
Deutsche Bank Securities June 2011 - December 2014
Darden School of Business, University of Virginia August 2009 - June 2011
Deutsche Bank Securities June 2010 - August 2010
Medtronic CardioVascular September 2004 - May 2009
Johnson & Johnson January 2004 - September 2004
Education
University of Virginia Darden School of Business 2009 — 2011
Columbia Engineering
MS, Materials Engineering
University of California, Los Angeles
BS, Materials Engineering
David Pineault's Moelis & Company Experience March 2010 - June 2012
Job Director Algo Trading Fixed Income at Citi
Industry Financial Services
Experience
Citi July 2012 - Present
Moelis & Company March 2010 - June 2012
Plensa Pineault Capital, Ltd. June 2009 - March 2012
UBS Investment Bank April 2007 - June 2009
Caisse de dépôt et placement du Québec 2004 - 2004
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master, Computational Finace
Université de Montréal 2003 — 2005
Minor, Mathematics
Université de Montréal - HEC Montréal 2001 — 2005
BAA, Finance
Citi July 2012 - Present
Moelis & Company March 2010 - June 2012
Plensa Pineault Capital, Ltd. June 2009 - March 2012
UBS Investment Bank April 2007 - June 2009
Caisse de dépôt et placement du Québec 2004 - 2004
Education
Carnegie Mellon University - Tepper School of Business 2005 — 2006
Master, Computational Finace
Université de Montréal 2003 — 2005
Minor, Mathematics
Université de Montréal - HEC Montréal 2001 — 2005
BAA, Finance
John Walton's Moelis & Company Experience April 2010 - May 2013
Job Associate Vice President at The CIM Group
Industry Real Estate
Experience
The CIM Group August 2015 - Present
The CIM Group August 2013 - August 2015
Moelis & Company April 2010 - May 2013
Rothschild June 2008 - April 2010
Robert W. Baird & Co. 2007 - 2007
Education
Babson College 2004 — 2008
Business Management, Concentrations in Finance & Economics
The CIM Group August 2015 - Present
The CIM Group August 2013 - August 2015
Moelis & Company April 2010 - May 2013
Rothschild June 2008 - April 2010
Robert W. Baird & Co. 2007 - 2007
Education
Babson College 2004 — 2008
Business Management, Concentrations in Finance & Economics
Kelly Studdert's Moelis & Company Experience February 2010 - May 2012
Job Development and Special Events Manager at the Chicago Botanic Garden
Industry Philanthropy
Experience
Chicago Botanic Garden April 2015 - Present
Chicago Botanic Garden May 2012 - April 2015
Moelis & Company February 2010 - May 2012
Heidrick & Struggles January 2009 - July 2009
Heidrick & Struggles September 2007 - December 2008
Skills
Employee Relations, Talent Acquisition, Talent Management, PeopleSoft, Outlook, Human Resources, Recruiting, Performance Management, Microsoft Office, Onboarding
Education
DePaul University 2010 — 2011
MA, Nonprofit Management
Villanova University 2003 — 2007
BA, Sociology, Criminal Justice
Chicago Botanic Garden April 2015 - Present
Chicago Botanic Garden May 2012 - April 2015
Moelis & Company February 2010 - May 2012
Heidrick & Struggles January 2009 - July 2009
Heidrick & Struggles September 2007 - December 2008
Skills
Employee Relations, Talent Acquisition, Talent Management, PeopleSoft, Outlook, Human Resources, Recruiting, Performance Management, Microsoft Office, Onboarding
Education
DePaul University 2010 — 2011
MA, Nonprofit Management
Villanova University 2003 — 2007
BA, Sociology, Criminal Justice
Rose Threadgill's Moelis & Company Experience January 2013 - Present
Job Global Payroll Manager at Moelis & Company
Industry Accounting
Experience
Moelis & Company January 2013 - Present
Moelis & Company January 2010 - December 2012
Morgan Stanley September 2007 - October 2009
Morgan Stanley July 2004 - August 2007
Education
City University of New York-Herbert H. Lehman College 2004 — 2007
Bachelors, Accounting
Moelis & Company January 2013 - Present
Moelis & Company January 2010 - December 2012
Morgan Stanley September 2007 - October 2009
Morgan Stanley July 2004 - August 2007
Education
City University of New York-Herbert H. Lehman College 2004 — 2007
Bachelors, Accounting
Harry Mallory's Moelis & Company Experience June 2014 - August 2014
Job Assistant Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman July 2015 - Present
Moelis & Company June 2014 - August 2014
Gerson Lehrman Group October 2011 - May 2013
Office of U.S. Senator Kay Bailey Hutchison October 2009 - October 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Bridge Program
University of Vermont 2005 — 2009
Bachelor of Arts, Political Science, History
Brunswick School 1991 — 2005
Brown Brothers Harriman July 2015 - Present
Moelis & Company June 2014 - August 2014
Gerson Lehrman Group October 2011 - May 2013
Office of U.S. Senator Kay Bailey Hutchison October 2009 - October 2011
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
Tuck Bridge Program
University of Vermont 2005 — 2009
Bachelor of Arts, Political Science, History
Brunswick School 1991 — 2005
Bradley Elkman's Moelis & Company Experience June 2011 - August 2011
Job
Industry Investment Management
Experience
Moelis & Company June 2011 - August 2011
Vornado Realty Trust May 2010 - July 2010
Corinthian Capital Group 2007 - 2009
Education
Yale University 2008 — 2012
B.A., Economics and History of Art
Deerfield Academy 2005 — 2008
Moelis & Company June 2011 - August 2011
Vornado Realty Trust May 2010 - July 2010
Corinthian Capital Group 2007 - 2009
Education
Yale University 2008 — 2012
B.A., Economics and History of Art
Deerfield Academy 2005 — 2008
Dan Ladd's Moelis & Company Experience 2009 - 2010
Job Risk Management, Legal and Compliance
Industry Financial Services
Experience
Citizens Financial Group 2014 - 2015
Royal Bank of Scotland 2011 - 2014
Fannie Mae 2010 - 2011
Moelis & Company 2009 - 2010
UBS Investment Bank 1995 - 2009
Cleary Gottlieb 1987 - 1995
Education
Columbia Law School
JD, 1987
Massachusetts Institute of Technology - Sloan School of Management
SM, Management, 1981
University of New Hampshire
BS, Mechanical Engineering, 1978
Citizens Financial Group 2014 - 2015
Royal Bank of Scotland 2011 - 2014
Fannie Mae 2010 - 2011
Moelis & Company 2009 - 2010
UBS Investment Bank 1995 - 2009
Cleary Gottlieb 1987 - 1995
Education
Columbia Law School
JD, 1987
Massachusetts Institute of Technology - Sloan School of Management
SM, Management, 1981
University of New Hampshire
BS, Mechanical Engineering, 1978
Joseph Simon's Moelis & Company Experience July 2010 - Present
Job Chief Financial Officer at Moelis & Company
Industry Insurance
Experience
Moelis & Company July 2010 - Present
Financial Security Assurance 2002 - March 2010
IntraLinks 2000 - 2002
Cantor Fitzgerald 1993 - 1999
Morgan Stanley 1986 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Cornell University 1976 — 1980
BS, Hotel Administration
Moelis & Company July 2010 - Present
Financial Security Assurance 2002 - March 2010
IntraLinks 2000 - 2002
Cantor Fitzgerald 1993 - 1999
Morgan Stanley 1986 - 1993
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance
Cornell University 1976 — 1980
BS, Hotel Administration
Craig Wadler's Moelis & Company Experience September 2011 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Elizabeth Crain's Moelis & Company Experience July 2007 - Present
Job Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2007 - Present
UBS Investment Bank June 2001 - June 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Arizona State University 1983 — 1987
BA, Economics
Moelis & Company July 2007 - Present
UBS Investment Bank June 2001 - June 2007
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Arizona State University 1983 — 1987
BA, Economics
Daniel Rosato's Moelis & Company Experience July 2011 - June 2013
Job Associate at Atalaya Capital Management
Industry Investment Management
Experience
Atalaya Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Updata Partners May 2010 - August 2010
Campus Destinations January 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Private Equity, Venture Capital, Investments, Due Diligence, Mergers, Corporate Finance, Financial Analysis, DCF, High Yield, Capital Markets, Bloomberg, Mergers & Acquisitions, Capital IQ
Education
Duke University 2007 — 2011
BS, Economics, Markets & Management Studies, Sociology
Staples High School 2003 — 2007
Atalaya Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Updata Partners May 2010 - August 2010
Campus Destinations January 2008 - May 2010
Skills
Financial Modeling, Investment Banking, Valuation, LBO, Private Equity, Venture Capital, Investments, Due Diligence, Mergers, Corporate Finance, Financial Analysis, DCF, High Yield, Capital Markets, Bloomberg, Mergers & Acquisitions, Capital IQ
Education
Duke University 2007 — 2011
BS, Economics, Markets & Management Studies, Sociology
Staples High School 2003 — 2007
Evan Saunders's Moelis & Company Experience June 2010 - August 2010
Job Senior Business Analyst at A.T. Kearney
Industry Management Consulting
Experience
A.T. Kearney January 2015 - Present
A.T. Kearney July 2013 - December 2014
Cain Brothers June 2011 - August 2011
Moelis & Company June 2010 - August 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Spanish, Bloomberg, Economics, Investments, PowerPoint, Financial Analysis, Private Equity, Data Analysis, Mergers, Strategic Planning, Research, Microsoft Word, Marketing, Management Consulting
Education
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Economics
A.T. Kearney January 2015 - Present
A.T. Kearney July 2013 - December 2014
Cain Brothers June 2011 - August 2011
Moelis & Company June 2010 - August 2010
Skills
Financial Modeling, Valuation, Microsoft Excel, Microsoft Office, Spanish, Bloomberg, Economics, Investments, PowerPoint, Financial Analysis, Private Equity, Data Analysis, Mergers, Strategic Planning, Research, Microsoft Word, Marketing, Management Consulting
Education
Cornell University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Clifford Yook's Moelis & Company Experience June 2014 - August 2014
Job Investment Banking Associate at Lazard
Industry Utilities
Experience
Lazard August 2015 - Present
Moelis & Company June 2014 - August 2014
Southern California Edison December 2012 - June 2013
Southern California Edison April 2010 - December 2012
Southern California Edison May 2009 - April 2010
Skills
Forecasting, Data Analysis, Microsoft Excel, Access, SAP, Program Management, Microsoft Word, Electric Utility, Management, Process Improvement, BEx Reporting, Regulatory Affairs, Operations Management, Statistical Tools, Energy Policy, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2009
B.S., Business Administration, GPA 3.84
Lazard August 2015 - Present
Moelis & Company June 2014 - August 2014
Southern California Edison December 2012 - June 2013
Southern California Edison April 2010 - December 2012
Southern California Edison May 2009 - April 2010
Skills
Forecasting, Data Analysis, Microsoft Excel, Access, SAP, Program Management, Microsoft Word, Electric Utility, Management, Process Improvement, BEx Reporting, Regulatory Affairs, Operations Management, Statistical Tools, Energy Policy, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Investment Banking, Financial Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Chapman University, The George L. Argyros School of Business and Economics 2005 — 2009
B.S., Business Administration, GPA 3.84
Danette Pendon's Moelis & Company Experience September 2009 - May 2011
Job Fresh Start Family
Industry Nonprofit Organization Management
Experience
Fresh Start Family January 2011 - Present
Moelis & Company September 2009 - May 2011
The Yucaipa Companies April 2007 - February 2009
The Pentium Fund 2004 - 2007
Education
Arizona State University 2000 — 2003
B.A., Psychology & Sociology
University of Arizona 1998 — 2000
Fresh Start Family January 2011 - Present
Moelis & Company September 2009 - May 2011
The Yucaipa Companies April 2007 - February 2009
The Pentium Fund 2004 - 2007
Education
Arizona State University 2000 — 2003
B.A., Psychology & Sociology
University of Arizona 1998 — 2000
Helen Zhang's Moelis & Company Experience July 2013 - June 2015
Job Associate at H.I.G. Bayside Capital
Industry Investment Banking
Experience
H.I.G. Capital July 2015 - Present
Moelis & Company July 2013 - June 2015
Columbia University September 2011 - May 2013
Moelis & Company June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Columbia Business School October 2009 - December 2010
GE Capital June 2010 - September 2010
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics-Mathematics, Psychology
Northern Secondary School 2005 — 2009
H.I.G. Capital July 2015 - Present
Moelis & Company July 2013 - June 2015
Columbia University September 2011 - May 2013
Moelis & Company June 2012 - August 2012
BNP Paribas June 2011 - August 2011
Columbia Business School October 2009 - December 2010
GE Capital June 2010 - September 2010
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics-Mathematics, Psychology
Northern Secondary School 2005 — 2009
Preston McNeil's Moelis & Company Experience July 2011 - January 2014
Job MBA Candidate at UCLA Anderson
Industry Venture Capital & Private Equity
Experience
Guggenheim Partners January 2014 - May 2015
Moelis & Company July 2011 - January 2014
Moelis & Company June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Private Equity, Corporate Finance, Equities, Capital Markets, Financial Analysis, LBO, Economics, Fixed Income, Due Diligence, Bloomberg Terminal, Hedge Funds, Leveraged Finance, Equity Research
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2011
B.A., Economics
Guggenheim Partners January 2014 - May 2015
Moelis & Company July 2011 - January 2014
Moelis & Company June 2010 - August 2010
Skills
Valuation, Financial Modeling, Bloomberg, Investment Banking, Private Equity, Corporate Finance, Equities, Capital Markets, Financial Analysis, LBO, Economics, Fixed Income, Due Diligence, Bloomberg Terminal, Hedge Funds, Leveraged Finance, Equity Research
Education
UCLA Anderson School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2005 — 2011
B.A., Economics
Christopher Sondej's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Banking
Experience
Moelis & Company July 2014 - Present
Boston University School of Management September 2012 - May 2014
Moelis & Company June 2013 - August 2013
Markit Group July 2012 - August 2012
Wizard Publications June 2011 - August 2011
White Mountains Advisors June 2011 - August 2011
Elm City Chamber Fest June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Business Strategy, Financial Modeling, Microsoft Word, Microsoft Office, Accounting, Analysis, Investments, Investment Banking, Portfolio Management
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics, magna cum laude
Boston University - School of Management 2010 — 2014
Bachelor of Science (BS), Business Administration; Finance, summa cum laude
External Coursework 2012 — 2012
Investment Banking Institute
Guilford High School 2006 — 2010
Moelis & Company July 2014 - Present
Boston University School of Management September 2012 - May 2014
Moelis & Company June 2013 - August 2013
Markit Group July 2012 - August 2012
Wizard Publications June 2011 - August 2011
White Mountains Advisors June 2011 - August 2011
Elm City Chamber Fest June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Business Strategy, Financial Modeling, Microsoft Word, Microsoft Office, Accounting, Analysis, Investments, Investment Banking, Portfolio Management
Education
Boston University 2010 — 2014
Bachelor of Arts (BA), Economics, magna cum laude
Boston University - School of Management 2010 — 2014
Bachelor of Science (BS), Business Administration; Finance, summa cum laude
External Coursework 2012 — 2012
Investment Banking Institute
Guilford High School 2006 — 2010
Kevin Boudreau's Moelis & Company Experience July 2010 - June 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Providence Equity Partners July 2013 - July 2015
Moelis & Company July 2010 - June 2013
PricewaterhouseCoopers June 2009 - August 2009
Netezza Corporation June 2008 - August 2008
Netezza Corporation June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
B.S. Business Managment, Honors Program, Dual Concentration: Finance and Accounting
Providence Equity Partners July 2013 - July 2015
Moelis & Company July 2010 - June 2013
PricewaterhouseCoopers June 2009 - August 2009
Netezza Corporation June 2008 - August 2008
Netezza Corporation June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Boston College 2006 — 2010
B.S. Business Managment, Honors Program, Dual Concentration: Finance and Accounting
John Grady,Jr.'s Moelis & Company Experience
Job Senior Advisor at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company
Skills
Investment Banking, Hedge Funds, Venture Capital, Financial Modeling, Private Equity, Portfolio Management, Alternative Investments, Investments, Equities, Due Diligence, Asset Management, Valuation, Business Strategy, Fixed Income, Strategy, Capital Markets, Mergers & Acquisitions, Business Development
Education
Boston University 1968 — 1972
Bachelor of Arts (B.A.), History
Moelis & Company
Skills
Investment Banking, Hedge Funds, Venture Capital, Financial Modeling, Private Equity, Portfolio Management, Alternative Investments, Investments, Equities, Due Diligence, Asset Management, Valuation, Business Strategy, Fixed Income, Strategy, Capital Markets, Mergers & Acquisitions, Business Development
Education
Boston University 1968 — 1972
Bachelor of Arts (B.A.), History
Arun Prasad's Moelis & Company Experience May 2009 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2009 - Present
Skills
Valuation, Financial Modeling, Investments, Investment Banking, Mergers & Acquisitions, Private Equity, LBO
Education
Boston College
BS/BA, Finance and Economics
Moelis & Company May 2009 - Present
Skills
Valuation, Financial Modeling, Investments, Investment Banking, Mergers & Acquisitions, Private Equity, LBO
Education
Boston College
BS/BA, Finance and Economics
Christina Yu's Moelis & Company Experience July 2009 - March 2012
Job Recruiting at Ares
Industry Investment Management
Experience
Ares Management January 2015 - Present
The Boston Consulting Group July 2012 - December 2014
Rocket Internet April 2012 - July 2012
Moelis & Company July 2009 - March 2012
The Boston Consulting Group April 2007 - July 2009
The Boston Consulting Group August 2005 - April 2007
Skills
Recruiting, Human Resources, Onboarding, Talent Management, College Recruiting, Talent Acquisition, Graduate Recruitment, International Mobility, Career Development, Employer Branding, Organizational Design, Temporary Placement, Applicant Tracking..., Sourcing, Management Consulting, Strategy
Education
Binghamton University 2001 — 2005
School of Management - Marketing and HR
Ares Management January 2015 - Present
The Boston Consulting Group July 2012 - December 2014
Rocket Internet April 2012 - July 2012
Moelis & Company July 2009 - March 2012
The Boston Consulting Group April 2007 - July 2009
The Boston Consulting Group August 2005 - April 2007
Skills
Recruiting, Human Resources, Onboarding, Talent Management, College Recruiting, Talent Acquisition, Graduate Recruitment, International Mobility, Career Development, Employer Branding, Organizational Design, Temporary Placement, Applicant Tracking..., Sourcing, Management Consulting, Strategy
Education
Binghamton University 2001 — 2005
School of Management - Marketing and HR
Robert C. LaRoche's Moelis & Company Experience July 2012 - June 2014
Job Associate at Oaktree Capital Management
Industry Investment Banking
Experience
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Nomura Securities June 2011 - August 2011
General Electric Energy September 2010 - January 2011
Candela Corporation June 2008 - August 2008
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering (Major), Applied Economics and Management (Minor)
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Nomura Securities June 2011 - August 2011
General Electric Energy September 2010 - January 2011
Candela Corporation June 2008 - August 2008
Education
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Mechanical Engineering (Major), Applied Economics and Management (Minor)
Noman Rather's Moelis & Company Experience 2015 - Present
Job Banking Professional at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
Ipreo 2013 - 2015
TARK Capital LLC 2013 - 2013
Coastal Management 2012 - 2013
Skills
Investments, Financial Reporting, Financial Analysis, Hedge Funds, Equities, Microsoft Excel, Finance, Corporate Finance, Financial Modeling, Visual C#, Fundamental Analysis, Technical Analysis, Investment Strategies, Quantitative Analytics, Bloomberg, Valuation, Fixed Income, Derivatives, Investment Analysis, Client Services, Due Diligence, Capital IQ, Mergers & Acquisitions, Financial Advisory, Thomson One Banker
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor’s Degree, Accounting and Finance
Abraham Lincoln High School 2004 — 2006
Moelis & Company 2015 - Present
Ipreo 2013 - 2015
TARK Capital LLC 2013 - 2013
Coastal Management 2012 - 2013
Skills
Investments, Financial Reporting, Financial Analysis, Hedge Funds, Equities, Microsoft Excel, Finance, Corporate Finance, Financial Modeling, Visual C#, Fundamental Analysis, Technical Analysis, Investment Strategies, Quantitative Analytics, Bloomberg, Valuation, Fixed Income, Derivatives, Investment Analysis, Client Services, Due Diligence, Capital IQ, Mergers & Acquisitions, Financial Advisory, Thomson One Banker
Education
City University of New York-Brooklyn College 2007 — 2011
Bachelor’s Degree, Accounting and Finance
Abraham Lincoln High School 2004 — 2006
Antley Chu's Moelis & Company Experience June 2015 - Present
Job BA Moelis
Industry Banking
Experience
Moelis & Company June 2015 - Present
First American International Bank April 2014 - January 2015
Berkery, Noyes & Co., LLC January 2010 - April 2014
Lloyds Banking Group December 2009 - January 2010
First Investors Corporation August 2009 - November 2009
Skills
Finance, Investment Banking, Management, Financial Services, Mergers & Acquisitions
Education
City University of New York-Brooklyn College
Moelis & Company June 2015 - Present
First American International Bank April 2014 - January 2015
Berkery, Noyes & Co., LLC January 2010 - April 2014
Lloyds Banking Group December 2009 - January 2010
First Investors Corporation August 2009 - November 2009
Skills
Finance, Investment Banking, Management, Financial Services, Mergers & Acquisitions
Education
City University of New York-Brooklyn College
Adam Karmali's Moelis & Company Experience April 2014 - June 2015
Job Associate at H.I.G. Bayside Capital
Industry Venture Capital & Private Equity
Experience
H.I.G. Capital July 2015 - Present
Moelis & Company April 2014 - June 2015
Lincoln International July 2012 - April 2014
Skills
Mergers & Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation
Education
Cornell University 2008 — 2012
BS, Applied Economics & Management
H.I.G. Capital July 2015 - Present
Moelis & Company April 2014 - June 2015
Lincoln International July 2012 - April 2014
Skills
Mergers & Acquisitions, Investment Banking, LBO, Financial Modeling, Valuation
Education
Cornell University 2008 — 2012
BS, Applied Economics & Management
Nick Pricco's Moelis & Company Experience July 2013 - June 2014
Job Research Assistant at Massachusetts General Hospital
Industry Medical Practice
Experience
Massachusetts General Hospital March 2015 - Present
Moelis & Company July 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Boston College May 2011 - August 2011
Ryland Homes May 2010 - September 2010
Skills
Oracle SQL, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis
Education
Harvard Extension School 2014 — 2016
Pre-Medicine/Pre-Medical Studies
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Massachusetts General Hospital March 2015 - Present
Moelis & Company July 2013 - June 2014
UBS Investment Bank June 2012 - August 2012
Boston College May 2011 - August 2011
Ryland Homes May 2010 - September 2010
Skills
Oracle SQL, Microsoft Office, Microsoft Excel, PowerPoint, Social Media, Microsoft Word, Data Analysis
Education
Harvard Extension School 2014 — 2016
Pre-Medicine/Pre-Medical Studies
Boston College 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
Julie Venier's Moelis & Company Experience November 2010 - March 2011
Job Graphics/Administrative
Industry Internet
Experience
Bodhi Spiritual Center, Chicago, IL 2013 - Present
Rush University Medical Center November 2011 - March 2012
Moelis & Company November 2010 - March 2011
Peryam & Kroll Research 2001 - 2010
Skills
HTML, CMS, CSS, JavaScript, HTML 5, WordPress, PowerPoint, Microsoft Office, Photoshop, Adobe Fireworks, Illustrator, Adobe Creative Suite, Web Design, Web Development, Microsoft Word, Microsoft Excel
Education
Illinois Institute of Technology 2011 — 2012
Master Certificate in Web Development, Web Development, A
Colorado College
Bachelor's degree, Fine Arts Drama
Bodhi Spiritual Center, Chicago, IL 2013 - Present
Rush University Medical Center November 2011 - March 2012
Moelis & Company November 2010 - March 2011
Peryam & Kroll Research 2001 - 2010
Skills
HTML, CMS, CSS, JavaScript, HTML 5, WordPress, PowerPoint, Microsoft Office, Photoshop, Adobe Fireworks, Illustrator, Adobe Creative Suite, Web Design, Web Development, Microsoft Word, Microsoft Excel
Education
Illinois Institute of Technology 2011 — 2012
Master Certificate in Web Development, Web Development, A
Colorado College
Bachelor's degree, Fine Arts Drama
Mark Henkels's Moelis & Company Experience January 2008 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2008 - Present
Moelis & Company 2008 - 2012
Moelis & Company 2007 - 2012
Education
University of Chicago 1987 — 1989
Master of Business Administration (MBA), Finance, General
Creighton University 1979 — 1983
Bachelor's degree, Accounting and Finance
Moelis & Company January 2008 - Present
Moelis & Company 2008 - 2012
Moelis & Company 2007 - 2012
Education
University of Chicago 1987 — 1989
Master of Business Administration (MBA), Finance, General
Creighton University 1979 — 1983
Bachelor's degree, Accounting and Finance
Marisol Morley's Moelis & Company Experience July 2013 - Present
Job at Moelis & Co
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
Mitchell Maxwell & Jackson, Inc. February 2009 - July 2013
Mitchell, Maxwell & Jackson, Inc. February 2009 - July 2013
The Town Tavern March 2007 - June 2008
Skills
Bilingual, Microsoft Word, Organization, Multi Tasking, Training, Process Scheduler, Sales, Microsoft Excel, Customer Service, Microsoft Office, Research, Telephone Skills, Event Planning, PowerPoint, Administrative..., Team Leadership, Office Management, Facebook, Fundraising
Education
Hunter College
Bachelor of English Language Arts
Brooklyn Manhattan Community College
Hunter College
Moelis & Company July 2013 - Present
Mitchell Maxwell & Jackson, Inc. February 2009 - July 2013
Mitchell, Maxwell & Jackson, Inc. February 2009 - July 2013
The Town Tavern March 2007 - June 2008
Skills
Bilingual, Microsoft Word, Organization, Multi Tasking, Training, Process Scheduler, Sales, Microsoft Excel, Customer Service, Microsoft Office, Research, Telephone Skills, Event Planning, PowerPoint, Administrative..., Team Leadership, Office Management, Facebook, Fundraising
Education
Hunter College
Bachelor of English Language Arts
Brooklyn Manhattan Community College
Hunter College
Chris Kane's Moelis & Company Experience May 2008 - Present
Job Senior Vice President Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2008 - Present
UBS Investment Bank August 2006 - May 2008
PricewaterhouseCoopers 1999 - 2004
Skills
M&A experience, Distressed M&A, Leveraged Finance, Capital Raising, Debt Restructuring, Investment Banking, Corporate Finance, Financial Sponsors, Private Equity, Corporate Development, Structured Finance, Divestitures, Investments, Mergers, Private Placements
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science (B.S.), Accounting
Moelis & Company May 2008 - Present
UBS Investment Bank August 2006 - May 2008
PricewaterhouseCoopers 1999 - 2004
Skills
M&A experience, Distressed M&A, Leveraged Finance, Capital Raising, Debt Restructuring, Investment Banking, Corporate Finance, Financial Sponsors, Private Equity, Corporate Development, Structured Finance, Divestitures, Investments, Mergers, Private Placements
Education
Georgetown University - The McDonough School of Business 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Boston College - Carroll School of Management 1996 — 1999
Bachelor of Science (B.S.), Accounting
John Vaccaro's Moelis & Company Experience June 2010 - March 2013
Job Analyst at Aurelius Capital Management
Industry Financial Services
Experience
Aurelius Capital Management March 2013 - Present
Moelis & Company June 2010 - March 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2009 - August 2009
Education
Choate Rosemary Hall
Georgetown University
Bachelor of Arts (B.A.)
Northwestern University School of Law
Aurelius Capital Management March 2013 - Present
Moelis & Company June 2010 - March 2013
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates June 2009 - August 2009
Education
Choate Rosemary Hall
Georgetown University
Bachelor of Arts (B.A.)
Northwestern University School of Law
Emmie Monsein's Moelis & Company Experience July 2012 - Present
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2012 - Present
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance & History
Moelis & Company July 2012 - Present
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Finance & History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.