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
Jason Arican Jason Arican'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
Meltwater Group February 2010 - August 2013
Meltwater Group September 2006 - February 2010
Infrastructure Engineering, Inc. July 2005 - September 2006
Skills
Valuation, Financial Modeling, Financial Projection, Leveraged Buyouts, M&A Modeling, Management, Sales, Strategy, Marketing, Contract Negotiation, Leadership, Business Development, SaaS, B2B, Business Strategy, Market Research, Social Media Marketing, Start-ups, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2001 — 2005
B.S., Civil Engineering
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Meltwater Group February 2010 - August 2013
Meltwater Group September 2006 - February 2010
Infrastructure Engineering, Inc. July 2005 - September 2006
Skills
Valuation, Financial Modeling, Financial Projection, Leveraged Buyouts, M&A Modeling, Management, Sales, Strategy, Marketing, Contract Negotiation, Leadership, Business Development, SaaS, B2B, Business Strategy, Market Research, Social Media Marketing, Start-ups, Competitive Analysis
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Northwestern University 2001 — 2005
B.S., Civil Engineering
Andre Terra Andre Terra's Moelis & Company Experience June 2015 - Present
Job MBA Candidate, Class of 2016 at Kellogg School of Management
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
Kellogg School of Management July 2014 - Present
TIM Brasil 2013 - June 2014
TIM Brasil 2012 - 2013
TIM Brasil 2011 - 2012
TIM Brasil 2010 - 2011
Skills
Business Strategy, Business Planning, Team Leadership, Project Management, Competitive Analysis, Corporate Finance, Financial Analysis, Financial Reporting, Data Analysis, Latin America, Telecommunications, English, Spanish, Portuguese, French
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Full-time MBA, Finance
FGV 2011 — 2012
Business Administration
PUC-Rio 2004 — 2009
Bachelor of Arts (B.A.)
Moelis & Company June 2015 - Present
Kellogg School of Management July 2014 - Present
TIM Brasil 2013 - June 2014
TIM Brasil 2012 - 2013
TIM Brasil 2011 - 2012
TIM Brasil 2010 - 2011
Skills
Business Strategy, Business Planning, Team Leadership, Project Management, Competitive Analysis, Corporate Finance, Financial Analysis, Financial Reporting, Data Analysis, Latin America, Telecommunications, English, Spanish, Portuguese, French
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Full-time MBA, Finance
FGV 2011 — 2012
Business Administration
PUC-Rio 2004 — 2009
Bachelor of Arts (B.A.)
Matthew Davis Matthew Davis's Moelis & Company Experience June 2010 - August 2013
Job Managing Director & Chief Operating Officer, Capitol Peak Asset Management
Industry Investment Management
Experience
Capitol Peak Asset Management April 2014 - Present
Morgan Stanley August 2013 - June 2014
Moelis & Company June 2010 - August 2013
GE Energy September 2008 - August 2009
US Navy September 2006 - September 2008
US Navy May 2002 - August 2006
US Navy May 1995 - August 1999
Skills
Investment Banking, Corporate Finance, Renewable Energy, Solar, Financial Modeling, Accounting, Nuclear Energy, Nuclear Engineering, Nuclear Physics, Global Business..., Global Strategy, Product Management, Project Finance, Public Sector, Emerging Technologies, Restructuring, Capital Markets, Risk Analysis, Mergers, Acquisition Analysis, Financial Planning, Financial Analysis, Financial Markets, Cross-functional Team..., Team Leadership, Project Management, Mergers & Acquisitions, Nuclear, Business Valuation, Strategic Financial..., Start-ups, Finance, Business Strategy, Analysis, Business Development, Leadership, Investments, Equities, Due Diligence, Business Analysis, Venture Capital, Management, Private Equity, Value Creation, Solar Energy, Strategy, Valuation, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Accounting, Global Business
National University of Singapore 2010 — 2010
Southeast Asian Studies
GE's Advanced Manager Course 2009 — 2009
Navy Nuclear Power Training 2002 — 2003
Certified Nuclear Engineer Officer by Department of Energy - Naval Reactors, Nuclear Plant physics, thermodynamics, and operations
Rensselaer Polytechnic Institute 1999 — 2002
2002, Nuclear Engineering & Engineering Physics
Lehighton Area High School 1990 — 1994
Diploma
Capitol Peak Asset Management April 2014 - Present
Morgan Stanley August 2013 - June 2014
Moelis & Company June 2010 - August 2013
GE Energy September 2008 - August 2009
US Navy September 2006 - September 2008
US Navy May 2002 - August 2006
US Navy May 1995 - August 1999
Skills
Investment Banking, Corporate Finance, Renewable Energy, Solar, Financial Modeling, Accounting, Nuclear Energy, Nuclear Engineering, Nuclear Physics, Global Business..., Global Strategy, Product Management, Project Finance, Public Sector, Emerging Technologies, Restructuring, Capital Markets, Risk Analysis, Mergers, Acquisition Analysis, Financial Planning, Financial Analysis, Financial Markets, Cross-functional Team..., Team Leadership, Project Management, Mergers & Acquisitions, Nuclear, Business Valuation, Strategic Financial..., Start-ups, Finance, Business Strategy, Analysis, Business Development, Leadership, Investments, Equities, Due Diligence, Business Analysis, Venture Capital, Management, Private Equity, Value Creation, Solar Energy, Strategy, Valuation, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance, Accounting, Global Business
National University of Singapore 2010 — 2010
Southeast Asian Studies
GE's Advanced Manager Course 2009 — 2009
Navy Nuclear Power Training 2002 — 2003
Certified Nuclear Engineer Officer by Department of Energy - Naval Reactors, Nuclear Plant physics, thermodynamics, and operations
Rensselaer Polytechnic Institute 1999 — 2002
2002, Nuclear Engineering & Engineering Physics
Lehighton Area High School 1990 — 1994
Diploma
Daniel Turk Daniel Turk's Moelis & Company Experience June 2014 - August 2014
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2014 - August 2014
Private Business December 2013 - April 2014
Prime-Line Products June 2013 - August 2013
Prime-Line Products June 2012 - August 2012
Skills
Trading, Technical Analysis, Social Media, Hockey, HTML, Microsoft Excel, PowerPoint, Research, Investment Banking, Options, Valuation, Microsoft Word, DCF, Equity Valuation, Sports, Investments, Microsoft Office
Education
Lake Forest College 2011 — 2015
Bachelor’s Degree, Finance
Moelis & Company June 2014 - August 2014
Private Business December 2013 - April 2014
Prime-Line Products June 2013 - August 2013
Prime-Line Products June 2012 - August 2012
Skills
Trading, Technical Analysis, Social Media, Hockey, HTML, Microsoft Excel, PowerPoint, Research, Investment Banking, Options, Valuation, Microsoft Word, DCF, Equity Valuation, Sports, Investments, Microsoft Office
Education
Lake Forest College 2011 — 2015
Bachelor’s Degree, Finance
Nigel Munoz Nigel Munoz's Moelis & Company Experience July 2012 - July 2014
Job Investment Analyst at IFC World Bank Group
Industry Investment Management
Experience
International Finance Corporation - World Bank Group July 2014 - Present
Moelis & Company July 2012 - July 2014
Francisco Partners June 2011 - August 2011
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investments, Financial Analysis
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
International Finance Corporation - World Bank Group July 2014 - Present
Moelis & Company July 2012 - July 2014
Francisco Partners June 2011 - August 2011
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Corporate Finance, Mergers & Acquisitions, Investments, Financial Analysis
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Laura Silverman Temes Laura Silverman Temes'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
weeSpring, Inc. April 2013 - August 2013
Perry Capital August 2008 - April 2013
Design Workshop September 2007 - January 2008
Polo Ralph Lauren June 2006 - August 2006
Skills
Hedge Funds, Investments, Financial Modeling, Financial Analysis, PowerPoint
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Geography, Sociology
Parsons School of Design 2005 — 2005
Graphic Design
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
weeSpring, Inc. April 2013 - August 2013
Perry Capital August 2008 - April 2013
Design Workshop September 2007 - January 2008
Polo Ralph Lauren June 2006 - August 2006
Skills
Hedge Funds, Investments, Financial Modeling, Financial Analysis, PowerPoint
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA)
Middlebury College 2003 — 2007
BA, Geography, Sociology
Parsons School of Design 2005 — 2005
Graphic Design
Christina Annunziato Christina Annunziato's Moelis & Company Experience March 2013 - February 2014
Job Recruiting and Professional Development Assistant at Stradley Ronon
Industry Human Resources
Experience
Stradley Ronon May 2014 - Present
Moelis & Company March 2013 - February 2014
Apax Partners 2012 - 2012
Han Art Gallery September 2011 - December 2011
Swiss Institute Contemporary Art NY May 2011 - August 2011
Skills
Fluent in Italian, French, Photoshop, Adobe Creative Suite, Research, Social Media, Microsoft Office, PowerPoint, Event Management, Microsoft Excel, Microsoft Word, Public Relations, Customer Service, Recruiting, Teaching, Public Speaking, Time Management, Social Networking, Social Media Marketing, Fundraising, Copy Editing, Nonprofits, Human Resources, Illustrator
Education
McGill University 2008 — 2012
Bachelor of Arts (B.A.), Art History and Italian Studies
Stradley Ronon May 2014 - Present
Moelis & Company March 2013 - February 2014
Apax Partners 2012 - 2012
Han Art Gallery September 2011 - December 2011
Swiss Institute Contemporary Art NY May 2011 - August 2011
Skills
Fluent in Italian, French, Photoshop, Adobe Creative Suite, Research, Social Media, Microsoft Office, PowerPoint, Event Management, Microsoft Excel, Microsoft Word, Public Relations, Customer Service, Recruiting, Teaching, Public Speaking, Time Management, Social Networking, Social Media Marketing, Fundraising, Copy Editing, Nonprofits, Human Resources, Illustrator
Education
McGill University 2008 — 2012
Bachelor of Arts (B.A.), Art History and Italian Studies
Robert Roeder Robert Roeder's Moelis & Company Experience 2010 - Present
Job
Industry Financial Services
Experience
Moelis & Company 2010 - Present
Plainfield Asset Management 2007 - 2010
Deloitte & Touche 2000 - 2006
Skills
Private Equity, Hedge Funds, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Restructuring, Capital Markets, Equities, Financial Structuring, Tax
Education
Emory University School of Law
Doctor of Law (J.D.)
NYU School of Law
Master of Laws (LL.M.), Taxation
University of Florida
Bachelor of Science (B.S.), Finance, Minor: Economics
Moelis & Company 2010 - Present
Plainfield Asset Management 2007 - 2010
Deloitte & Touche 2000 - 2006
Skills
Private Equity, Hedge Funds, Due Diligence, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Restructuring, Capital Markets, Equities, Financial Structuring, Tax
Education
Emory University School of Law
Doctor of Law (J.D.)
NYU School of Law
Master of Laws (LL.M.), Taxation
University of Florida
Bachelor of Science (B.S.), Finance, Minor: Economics
Aref Bajwa's Moelis & Company Experience December 2014 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company December 2014 - Present
Houlihan Lokey July 2011 - November 2014
Houlihan Lokey May 2008 - June 2011
Huron Consulting Group August 2006 - April 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business - Accounting and Finance
Moelis & Company December 2014 - Present
Houlihan Lokey July 2011 - November 2014
Houlihan Lokey May 2008 - June 2011
Huron Consulting Group August 2006 - April 2008
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Indiana University - Kelley School of Business 2002 — 2006
B.S., Business - Accounting and Finance
Eric Fong's Moelis & Company Experience November 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Moelis & Company November 2014 - Present
BMO Capital Markets July 2014 - October 2014
Highland Creek Partners LLC September 2013 - January 2014
Stifel Financial Corp. May 2013 - August 2013
Skills
Investment Properties, Youth Mentoring, Debate, Valuation, Strategy, Entrepreneurship, Investment Banking, Financial Modeling, Financial Analysis, Equities, Portfolio Management, Finance, Investments
Education
Ivey Business School at Western University 2012 — 2014
Honors in Business Administration, Business Administration and Management, General
Western University 2010 — 2012
Honors Specialization in Political Science, Social Sciences
St. John's Ravenscourt School 1998 — 2010
Casey Juanxi Li Casey Juanxi Li's Moelis & Company Experience June 2014 - August 2014
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2015 - Present
University of Pennsylvania Economics Department September 2012 - May 2015
Moelis & Company June 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
Toronto Health Economics and Technology Assessment (THETA) Collaborative June 2012 - September 2012
SickKids July 2009 - August 2011
Skills
Teaching, Mathematics, Research, Statistics, Excel/VBA, Data Analysis, Clinical Research, Microsoft Excel, SAS, PowerPoint, Economics, Public Speaking, Science, Microsoft Word, Immunology, International Marketing, SPSS, VBA, Qualitative Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.Sc. Economics, Concentration in Statistics, Minor in Mathematics, Magna Cum Laude
HEC School of Management 2013 — 2013
Fall Semester Exchange
Northern Secondary School 2007 — 2011
BlackRock August 2015 - Present
University of Pennsylvania Economics Department September 2012 - May 2015
Moelis & Company June 2014 - August 2014
RBC Global Asset Management May 2013 - August 2013
Toronto Health Economics and Technology Assessment (THETA) Collaborative June 2012 - September 2012
SickKids July 2009 - August 2011
Skills
Teaching, Mathematics, Research, Statistics, Excel/VBA, Data Analysis, Clinical Research, Microsoft Excel, SAS, PowerPoint, Economics, Public Speaking, Science, Microsoft Word, Immunology, International Marketing, SPSS, VBA, Qualitative Research
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.Sc. Economics, Concentration in Statistics, Minor in Mathematics, Magna Cum Laude
HEC School of Management 2013 — 2013
Fall Semester Exchange
Northern Secondary School 2007 — 2011
RJ Half's Moelis & Company Experience July 2013 - August 2015
Job Partner at Windfall Partners
Industry Financial Services
Experience
Windfall Partners September 2015 - Present
Moelis & Company July 2013 - August 2015
Maxim Partners LLC January 2012 - July 2013
Dogfish Custom Apparel September 2009 - April 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Accounting/Finance
Windfall Partners September 2015 - Present
Moelis & Company July 2013 - August 2015
Maxim Partners LLC January 2012 - July 2013
Dogfish Custom Apparel September 2009 - April 2012
Education
Indiana University - Kelley School of Business 2009 — 2013
Accounting/Finance
P. Baxter Lanius's Moelis & Company Experience March 2014 - Present
Job Analyst at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company March 2014 - Present
NYC Lacrosse Camps LLC March 2010 - Present
Leerink Partners LLC July 2013 - March 2014
Leerink Partners LLC May 2012 - August 2012
Discovery Communications Inc June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Dreamweaver, Bloomberg, Bloomberg Terminal, Financial Modeling, Series 63, Series 79, Private Equity, FINRA, Hedge Funds, Equities, Valuation, Mergers & Acquisitions, Capital Markets
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science, Finance, Magna Cum Laude
The Hotchkiss School
The Lawrenceville School 2005 — 2008
Moelis & Company March 2014 - Present
NYC Lacrosse Camps LLC March 2010 - Present
Leerink Partners LLC July 2013 - March 2014
Leerink Partners LLC May 2012 - August 2012
Discovery Communications Inc June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Dreamweaver, Bloomberg, Bloomberg Terminal, Financial Modeling, Series 63, Series 79, Private Equity, FINRA, Hedge Funds, Equities, Valuation, Mergers & Acquisitions, Capital Markets
Education
Lehigh University - College of Business and Economics 2009 — 2013
Bachelor of Science, Finance, Magna Cum Laude
The Hotchkiss School
The Lawrenceville School 2005 — 2008
Joshua Sacks's Moelis & Company Experience May 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2015 - Present
Citigroup June 2014 - May 2015
Robert W. Baird & Co. May 2013 - August 2013
Cranshire Capital May 2012 - June 2012
Camp Ramah in Wisconsin June 2010 - August 2011
Skills
Guitar, Basketball, Songleading, Investing, Volleyball, Financial Modeling, Management, Investments, Leadership, Equity Research, Finance, Investment Banking, Hedge Funds
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Finance, International Business and Jewish Studies
The Hebrew University 2009 — 2010
General Studies
Deerfield High School 2005 — 2009
Moelis & Company May 2015 - Present
Citigroup June 2014 - May 2015
Robert W. Baird & Co. May 2013 - August 2013
Cranshire Capital May 2012 - June 2012
Camp Ramah in Wisconsin June 2010 - August 2011
Skills
Guitar, Basketball, Songleading, Investing, Volleyball, Financial Modeling, Management, Investments, Leadership, Equity Research, Finance, Investment Banking, Hedge Funds
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science, Finance, International Business and Jewish Studies
The Hebrew University 2009 — 2010
General Studies
Deerfield High School 2005 — 2009
Brian Tichenor Brian Tichenor's Moelis & Company Experience March 2014 - Present
Job Investment Banking Associate at Moelis & Company
Industry Banking
Experience
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Moelis & Company March 2014 - Present
Citi August 2012 - February 2014
Trust Company of the West June 2011 - August 2011
State Street July 2007 - July 2010
Smith Barney June 2006 - August 2006
Smith Barney June 2005 - August 2005
Skills
Financial Modeling, Fixed Income, Investments, Valuation, Quantitative Analytics, Equities, Finance, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Risk
Education
Severn School 1988 — 2017
Georgetown University - The McDonough School of Business 2010 — 2012
MBA, Finance
Boston College 2003 — 2007
B.S. in Management, Finance, Computer Science
Andrew Capshew's Moelis & Company Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Kelley School of Business August 2013 - Present
Moelis & Company June 2015 - August 2015
Skills
Teamwork, PowerPoint, Determination to Succeed, Leadership, Microsoft Office, Microsoft Excel, Communication, Financial Analysis, Critical Thinking, Work Ethic, Research, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Kelley School of Business August 2013 - Present
Moelis & Company June 2015 - August 2015
Skills
Teamwork, PowerPoint, Determination to Succeed, Leadership, Microsoft Office, Microsoft Excel, Communication, Financial Analysis, Critical Thinking, Work Ethic, Research, Public Speaking
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Science (BS), Accounting and Finance
Ken Viellieu Ken Viellieu's Moelis & Company Experience June 2008 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Maria Gao Maria Gao's Moelis & Company Experience June 2014 - August 2014
Job Incoming Financial Analyst
Industry Financial Services
Experience
Moelis & Company June 2014 - August 2014
Aon plc September 2013 - December 2013
T. Rowe Price June 2013 - August 2013
Wharton Business Economics and Public Policy Department, University of Pennsylvania September 2012 - May 2013
Office of New Student Orientation and Academic Initiatives, University of Pennsylvania May 2012 - August 2012
Wharton Real Estate Department September 2011 - May 2012
Kumon September 2007 - August 2010
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Economics, Summa cum laude
Erasmus University Rotterdam 2012 — 2012
Masters Exchange Student
University Laboratory High School 2005 — 2010
High School Diploma
Moelis & Company June 2014 - August 2014
Aon plc September 2013 - December 2013
T. Rowe Price June 2013 - August 2013
Wharton Business Economics and Public Policy Department, University of Pennsylvania September 2012 - May 2013
Office of New Student Orientation and Academic Initiatives, University of Pennsylvania May 2012 - August 2012
Wharton Real Estate Department September 2011 - May 2012
Kumon September 2007 - August 2010
Education
University of Pennsylvania - The Wharton School 2011 — 2015
Bachelor’s Degree, Economics, Summa cum laude
Erasmus University Rotterdam 2012 — 2012
Masters Exchange Student
University Laboratory High School 2005 — 2010
High School Diploma
Joseph Chow 周凡 Joseph Chow 周凡's Moelis & Company Experience May 2011 - March 2014
Job Financier & Merchant Banker
Industry Investment Banking
Experience
CJC Partners. 圣金资本 March 2006 - Present
Moelis & Company May 2011 - March 2014
Goldman Sachs & Co. April 2008 - July 2009
China Netcom Holding Limited October 2001 - October 2004
Bombardier Capital 2001 - 2001
CitiGroup January 1997 - 2001
GE Capital June 1993 - December 1996
Skills
Mergers, Investments, Restructuring, IPO, Operations Management, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets
Education
Harvard University Kennedy School of Government 2003 — 2003
Strategic Negotiation and International Trade Policy
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
CJC Partners. 圣金资本 March 2006 - Present
Moelis & Company May 2011 - March 2014
Goldman Sachs & Co. April 2008 - July 2009
China Netcom Holding Limited October 2001 - October 2004
Bombardier Capital 2001 - 2001
CitiGroup January 1997 - 2001
GE Capital June 1993 - December 1996
Skills
Mergers, Investments, Restructuring, IPO, Operations Management, Private Equity, Corporate Finance, Investment Banking, Mergers & Acquisitions, Capital Markets
Education
Harvard University Kennedy School of Government 2003 — 2003
Strategic Negotiation and International Trade Policy
University of Maryland - Robert H. Smith School of Business 1991 — 1993
MBA, Finance
Sarah J. Potter's Moelis & Company Experience July 2013 - October 2013
Job Assistant Manager at Hopscotch Salon
Industry Cosmetics
Experience
Hopscotch Salon December 2014 - Present
Hopscotch Salon March 2014 - December 2014
Hopscotch Salon October 2013 - March 2014
Private Family June 2013 - January 2014
Moelis & Company July 2013 - October 2013
Potter's Landscaping, LLC. November 2012 - October 2013
iluminage inc. January 2013 - May 2013
Hofstra University August 2011 - May 2013
iluminage inc. August 2012 - December 2012
Potter's Landscaping, LLC. September 2008 - November 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Tumblr, Operations Management, Product Management, Project Management, Product Development, Supply Chain Management, Team Management, Human Resources, Smartsheet, Raiser's Edge, box, Microsoft Office 2007, Microsoft Publisher, Entourage, Outlook, Photoshop, Mac OS X, Mac OS, PC, Internet, Apple Safari, Internet Explorer, Mozilla, Firefox, Twitter, YouTube, Zumba, Ballroom Dance, Snowboarding, Competitive Analysis, Social Media, Sales, Customer Service, Fundraising, OS X
Education
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Venice, Italy 2013 — 2013
Hofstra University Study Abroad, Venetian Literature
Westhill High School 2005 — 2009
High School Diploma
Hopscotch Salon December 2014 - Present
Hopscotch Salon March 2014 - December 2014
Hopscotch Salon October 2013 - March 2014
Private Family June 2013 - January 2014
Moelis & Company July 2013 - October 2013
Potter's Landscaping, LLC. November 2012 - October 2013
iluminage inc. January 2013 - May 2013
Hofstra University August 2011 - May 2013
iluminage inc. August 2012 - December 2012
Potter's Landscaping, LLC. September 2008 - November 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Tumblr, Operations Management, Product Management, Project Management, Product Development, Supply Chain Management, Team Management, Human Resources, Smartsheet, Raiser's Edge, box, Microsoft Office 2007, Microsoft Publisher, Entourage, Outlook, Photoshop, Mac OS X, Mac OS, PC, Internet, Apple Safari, Internet Explorer, Mozilla, Firefox, Twitter, YouTube, Zumba, Ballroom Dance, Snowboarding, Competitive Analysis, Social Media, Sales, Customer Service, Fundraising, OS X
Education
Hofstra University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Venice, Italy 2013 — 2013
Hofstra University Study Abroad, Venetian Literature
Westhill High School 2005 — 2009
High School Diploma
Zachary Rose's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
ACT June 2012 - August 2012
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (B.S.), Major: Finance I Minor: Psychology
University of Illinois at Urbana-Champaign 2010 — 2011
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch June 2013 - August 2013
ACT June 2012 - August 2012
Education
Indiana University Bloomington 2011 — 2014
Bachelor of Science (B.S.), Major: Finance I Minor: Psychology
University of Illinois at Urbana-Champaign 2010 — 2011
Ryan A. Menges's Moelis & Company Experience June 2014 - August 2014
Job Investment Banking Analyst at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co June 2015 - Present
Moelis & Company June 2014 - August 2014
Deloitte May 2013 - August 2013
PM Financial Group August 2012 - August 2013
The Scotts Miracle-Gro Company May 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Financial Analysis, Spanish, Strategic Financial..., Advanced Excel Modeling, Sarbanes-Oxley, Valuation, Investment Banking
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science with High Distinction, Finance, Spanish (Minor), GPA: 3.86
Greenhill & Co June 2015 - Present
Moelis & Company June 2014 - August 2014
Deloitte May 2013 - August 2013
PM Financial Group August 2012 - August 2013
The Scotts Miracle-Gro Company May 2012 - August 2012
Skills
Microsoft Excel, Public Speaking, Financial Analysis, Spanish, Strategic Financial..., Advanced Excel Modeling, Sarbanes-Oxley, Valuation, Investment Banking
Education
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science with High Distinction, Finance, Spanish (Minor), GPA: 3.86
Alex Osnos's Moelis & Company Experience October 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company October 2014 - Present
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Financial Modeling, Leveraged Finance, Credit Analysis, Capital Structure, Capital Markets
Education
Georgetown University
The Landon School
Moelis & Company October 2014 - Present
Skills
Investment Banking, Mergers & Acquisitions, Restructuring, Financial Modeling, Leveraged Finance, Credit Analysis, Capital Structure, Capital Markets
Education
Georgetown University
The Landon School
Rochele Tillman's Moelis & Company Experience June 2009 - Present
Job Executive Assistant at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2009 - Present
Bank of America April 2006 - May 2009
Mint Theater Company 2003 - 2006
Back Stage January 2002 - August 2005
Emerging Artists Theatre Company 2003 - 2005
CSW Associates Inc. 2003 - 2004
Skills
Microsoft Office, Expert Communicator, Concur, Salesforce, ADP, MRM, CardScan, Internet Savvy, Type 75 WPM, Problem Solving, True Team Player, Highly Organized, Reliable, Event Planning, Office Management, Adaptable, Positive Attitude, Social Media, Resume Writing, Outlook, Theatre, Teaching, Team Building, Finance, Administrative..., Troubleshooting, Windows 7, Executive Calendar..., Executive Travel, Executive..., Lotus Notes, Salesforce.com, ADP Payroll, Social Media Marketing
Education
University of Nevada, Las Vegas (UNLV) 1996 — 1999
Master's degree, Acting & Arts Administration, Graduated 3.5 GPA
Western Michigan University 1991 — 1996
Bachelor's degree, Theater Performing Arts & Music Minor, Graduated 3.6 GPA
Wayne Memorial High School 1989 — 1991
Summa Cum Laude, Liberal Arts Degeee, Graduated 3.8 GPA
Landmark Education
2004-2005 Landark Forum, Forum in Action, and Living a Created Life Series
Moelis & Company June 2009 - Present
Bank of America April 2006 - May 2009
Mint Theater Company 2003 - 2006
Back Stage January 2002 - August 2005
Emerging Artists Theatre Company 2003 - 2005
CSW Associates Inc. 2003 - 2004
Skills
Microsoft Office, Expert Communicator, Concur, Salesforce, ADP, MRM, CardScan, Internet Savvy, Type 75 WPM, Problem Solving, True Team Player, Highly Organized, Reliable, Event Planning, Office Management, Adaptable, Positive Attitude, Social Media, Resume Writing, Outlook, Theatre, Teaching, Team Building, Finance, Administrative..., Troubleshooting, Windows 7, Executive Calendar..., Executive Travel, Executive..., Lotus Notes, Salesforce.com, ADP Payroll, Social Media Marketing
Education
University of Nevada, Las Vegas (UNLV) 1996 — 1999
Master's degree, Acting & Arts Administration, Graduated 3.5 GPA
Western Michigan University 1991 — 1996
Bachelor's degree, Theater Performing Arts & Music Minor, Graduated 3.6 GPA
Wayne Memorial High School 1989 — 1991
Summa Cum Laude, Liberal Arts Degeee, Graduated 3.8 GPA
Landmark Education
2004-2005 Landark Forum, Forum in Action, and Living a Created Life Series
Alison Zhang's Moelis & Company Experience June 2014 - August 2014
Job Summer Analyst at Sankaty Advisors
Industry Financial Services
Experience
Sankaty Advisors June 2015 - August 2015
The Blackstone Group September 2014 - December 2014
Moelis & Company June 2014 - August 2014
EXS Capital Group May 2013 - August 2013
Skills
Research, Marketing, Microsoft Word, Stata, PowerPoint, Valuation, Microsoft Excel, Economics, Data Analysis, Financial Modeling, Microsoft Office, Public Speaking, Financial Analysis
Education
Harvard University 2011 — 2016
Bachelor of Arts (B.A.), History
University of Cambridge 2015 — 2015
History
Winston Churchill High School 2007 — 2011
Cabin
Sankaty Advisors June 2015 - August 2015
The Blackstone Group September 2014 - December 2014
Moelis & Company June 2014 - August 2014
EXS Capital Group May 2013 - August 2013
Skills
Research, Marketing, Microsoft Word, Stata, PowerPoint, Valuation, Microsoft Excel, Economics, Data Analysis, Financial Modeling, Microsoft Office, Public Speaking, Financial Analysis
Education
Harvard University 2011 — 2016
Bachelor of Arts (B.A.), History
University of Cambridge 2015 — 2015
History
Winston Churchill High School 2007 — 2011
Cabin
Frank C. Amato Frank C. Amato's Moelis & Company Experience May 2009 - January 2012
Job COO & Controller at BasePoint Capital
Industry Financial Services
Experience
BasePoint Capital January 2012 - Present
Moelis & Company May 2009 - January 2012
UBS January 2003 - May 2009
UBS October 1997 - December 2002
KPMG October 1993 - October 1997
BDO Seidman, LLP September 1991 - October 1993
Skills
Capital Markets, Fixed Income, Finance, Financial Services, Hedge Funds, Valuation, Due Diligence, Securities, Loans, Financial Analysis, Internal Controls, Accounting
Education
Fordham University 1987 — 1991
BS, Accounting
Stepinac High School 1983 — 1987
Professional Certifications:
BasePoint Capital January 2012 - Present
Moelis & Company May 2009 - January 2012
UBS January 2003 - May 2009
UBS October 1997 - December 2002
KPMG October 1993 - October 1997
BDO Seidman, LLP September 1991 - October 1993
Skills
Capital Markets, Fixed Income, Finance, Financial Services, Hedge Funds, Valuation, Due Diligence, Securities, Loans, Financial Analysis, Internal Controls, Accounting
Education
Fordham University 1987 — 1991
BS, Accounting
Stepinac High School 1983 — 1987
Professional Certifications:
Margot Leifer Margot Leifer's Moelis & Company Experience April 2008 - Present
Job Vice President of Investor and Media Relations at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2008 - Present
Deloitte and Touche September 2003 - April 2008
Education
Emory University 1999 — 2003
BBA, Accounting
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Moelis & Company April 2008 - Present
Deloitte and Touche September 2003 - April 2008
Education
Emory University 1999 — 2003
BBA, Accounting
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (BBA), Accounting
Christian Bradbury Christian Bradbury's Moelis & Company Experience January 2011 - December 2012
Job
Industry Financial Services
Experience
Self Employed January 2013 - Present
Moelis & Company January 2011 - December 2012
Sidoti & Company October 2007 - April 2010
KPMG, LLP January 2004 - September 2007
Education
Iona College 2004 — 2006
Master of Business Administration (MBA)
State University of New York at New Paltz 2000 — 2003
Bachelor of Science (BS), Finance
Self Employed January 2013 - Present
Moelis & Company January 2011 - December 2012
Sidoti & Company October 2007 - April 2010
KPMG, LLP January 2004 - September 2007
Education
Iona College 2004 — 2006
Master of Business Administration (MBA)
State University of New York at New Paltz 2000 — 2003
Bachelor of Science (BS), Finance
Anton Sahazizian Anton Sahazizian's Moelis & Company Experience August 2010 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2010 - Present
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Queen's University
Bachelor of Arts (B.A.), Political Science
Moelis & Company August 2010 - Present
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Queen's University
Bachelor of Arts (B.A.), Political Science
Hugo Sabournin's Moelis & Company Experience August 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Banking
Experience
Moelis & Company August 2015 - Present
Moelis & Company June 2014 - August 2014
Pluscios Managment LLC January 2014 - June 2014
Pluscios Management LLC April 2013 - August 2013
Skills
Microsoft Office, Research, Social Media, PowerPoint, Management, Data Analysis, Microsoft Word, Corporate Finance, Financial Analysis, Microsoft Excel, Public Speaking, Financial Markets, Venture Capital, Economics, Investment Banking, Financial Modeling
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Studies
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Finance
Moelis & Company August 2015 - Present
Moelis & Company June 2014 - August 2014
Pluscios Managment LLC January 2014 - June 2014
Pluscios Management LLC April 2013 - August 2013
Skills
Microsoft Office, Research, Social Media, PowerPoint, Management, Data Analysis, Microsoft Word, Corporate Finance, Financial Analysis, Microsoft Excel, Public Speaking, Financial Markets, Venture Capital, Economics, Investment Banking, Financial Modeling
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Economics and International Studies
Università Commerciale 'Luigi Bocconi' 2013 — 2013
Finance
Moses Li Moses Li's Moelis & Company Experience June 2014 - August 2014
Job Investment Banking Analyst at Evercore
Industry Capital Markets
Experience
Evercore June 2015 - Present
Moelis & Company June 2014 - August 2014
Skills
SEO, Microsoft Excel, Management, Valuation, Leadership, Financial Analysis, Microsoft Office, Corporate Finance, Modeling, Matrices, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Richmond Hill High School 2007 — 2011
Evercore June 2015 - Present
Moelis & Company June 2014 - August 2014
Skills
SEO, Microsoft Excel, Management, Valuation, Leadership, Financial Analysis, Microsoft Office, Corporate Finance, Modeling, Matrices, PowerPoint
Education
Ivey Business School at Western University 2013 — 2015
Western University 2011 — 2013
Richmond Hill High School 2007 — 2011
Brian Hess Brian Hess's Moelis & Company Experience January 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
The Blackstone Group July 2013 - January 2015
The Blackstone Group June 2012 - August 2012
NBC Sports May 2011 - August 2011
Alta Holdings May 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Corporate Finance, Private Equity, Investments, Bloomberg Terminal, Hedge Funds, Microsoft Excel, Asset Managment, PowerPoint, Capital Markets, Due Diligence, Equities, Investment Banking
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Deerfield Academy 2008 — 2009
McDonogh 2005 — 2008
Moelis & Company January 2015 - Present
The Blackstone Group July 2013 - January 2015
The Blackstone Group June 2012 - August 2012
NBC Sports May 2011 - August 2011
Alta Holdings May 2010 - August 2010
Skills
Bloomberg, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Corporate Finance, Private Equity, Investments, Bloomberg Terminal, Hedge Funds, Microsoft Excel, Asset Managment, PowerPoint, Capital Markets, Due Diligence, Equities, Investment Banking
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Deerfield Academy 2008 — 2009
McDonogh 2005 — 2008
Rachel Kaplove's Moelis & Company Experience March 2015 - August 2015
Job Recruiting Associate at Glocap
Industry Performing Arts
Experience
Glocap August 2015 - Present
Moelis & Company March 2015 - August 2015
Credit Suisse September 2014 - February 2015
DNAinfo (New Media News LLC) April 2012 - August 2014
Private Tutor February 2009 - August 2014
Vistar Pictures January 2011 - May 2012
Stonestreet Studios Inc. January 2011 - September 2011
Herman & Lipson Casting May 2010 - September 2010
Skills
Acting, Drama, Film, Singing, Theatre, Dance, Television, Rock Climbing, Commercials, Scuba Diving, Comedy, Final Cut Pro, Mountaineering, Improvisation, Stage, Casting, Performing Arts, Mountain Biking, Plays, Bikram Yoga, Video, Voice Acting, College Recruiting, Recruiting, Marathon running, Shakespeare, Dialects, Theater
Education
New York University 2007 — 2010
BFA, 3.8
Marin Academy
National High School Institute at Northwestern University
Glocap August 2015 - Present
Moelis & Company March 2015 - August 2015
Credit Suisse September 2014 - February 2015
DNAinfo (New Media News LLC) April 2012 - August 2014
Private Tutor February 2009 - August 2014
Vistar Pictures January 2011 - May 2012
Stonestreet Studios Inc. January 2011 - September 2011
Herman & Lipson Casting May 2010 - September 2010
Skills
Acting, Drama, Film, Singing, Theatre, Dance, Television, Rock Climbing, Commercials, Scuba Diving, Comedy, Final Cut Pro, Mountaineering, Improvisation, Stage, Casting, Performing Arts, Mountain Biking, Plays, Bikram Yoga, Video, Voice Acting, College Recruiting, Recruiting, Marathon running, Shakespeare, Dialects, Theater
Education
New York University 2007 — 2010
BFA, 3.8
Marin Academy
National High School Institute at Northwestern University
Michael Wang Michael Wang's Moelis & Company Experience July 2012 - June 2014
Job Strategic Finance at Uber
Industry Internet
Experience
Uber August 2015 - Present
Uber July 2014 - July 2015
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
DBRS May 2010 - August 2010
Skills
Business Strategy, Pricing Strategy, Competitive Strategies, Corporate Finance, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Business Valuation, Bloomberg, LBO, Video Games, DCF, Business Analytics, Capital Markets, Private Equity, Equity Valuation, Capital IQ
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance, 4.0
The University of Western Ontario 2008 — 2010
BMOS, Finance and Administration, 4.0
Uber August 2015 - Present
Uber July 2014 - July 2015
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
DBRS May 2010 - August 2010
Skills
Business Strategy, Pricing Strategy, Competitive Strategies, Corporate Finance, Venture Capital, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Valuation, Business Valuation, Bloomberg, LBO, Video Games, DCF, Business Analytics, Capital Markets, Private Equity, Equity Valuation, Capital IQ
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
HBA, Finance, 4.0
The University of Western Ontario 2008 — 2010
BMOS, Finance and Administration, 4.0
Courtney Jenkins Courtney Jenkins's Moelis & Company Experience January 2011 - December 2012
Job Banking & Finance Professional
Industry Financial Services
Experience
Presidential Bank January 2013 - June 2015
Moelis & Company January 2011 - December 2012
LAMCO LLC May 2010 - December 2010
Lehman Brothers Holdings Inc. October 2008 - May 2010
Lehman Brothers May 1992 - March 2008
Goldman Sachs & Co. June 1987 - August 1989
Skills
Structured Products, Derivatives, Public Finance, Interest Rate..., Capital Markets, Valuation, Restructuring, Bankruptcy, Risk Management, Financial Advisory, P3, Infrastructure, Project Finance, Renewable Energy, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Financial Structuring, Private Equity, Credit, Bonds, Finance, Strategy, Securities, Emerging Markets, Securitization, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance and International Business
The Johns Hopkins University 1981 — 1985
BA, Political Science - International Strategic Studies
Franklin University Switzerland 1981 — 1981
Political Science and Government
Presidential Bank January 2013 - June 2015
Moelis & Company January 2011 - December 2012
LAMCO LLC May 2010 - December 2010
Lehman Brothers Holdings Inc. October 2008 - May 2010
Lehman Brothers May 1992 - March 2008
Goldman Sachs & Co. June 1987 - August 1989
Skills
Structured Products, Derivatives, Public Finance, Interest Rate..., Capital Markets, Valuation, Restructuring, Bankruptcy, Risk Management, Financial Advisory, P3, Infrastructure, Project Finance, Renewable Energy, Fixed Income, Investment Banking, Structured Finance, Hedge Funds, Financial Structuring, Private Equity, Credit, Bonds, Finance, Strategy, Securities, Emerging Markets, Securitization, Equities
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance and International Business
The Johns Hopkins University 1981 — 1985
BA, Political Science - International Strategic Studies
Franklin University Switzerland 1981 — 1981
Political Science and Government
Jeff McLay Jeff McLay's Moelis & Company Experience October 2013 - Present
Job Associate at Onex
Industry Investment Banking
Experience
Onex August 2015 - Present
Moelis & Company October 2013 - Present
CIBC World Markets August 2012 - October 2013
McMaster University September 2011 - May 2012
Birch Hill Equity Partners May 2011 - September 2011
McMaster University January 2011 - April 2011
Canada's Next Top Ad Exec May 2010 - April 2011
PepsiCo Canada May 2010 - September 2010
McMaster University September 2009 - December 2009
Aseco Integrated Systems May 2009 - September 2009
Education
McMaster University 2005 — 2011
Bachelor of Engineering (BEng), Mechatronics Engineering and Management
Euromed Ecole de Management 2010 — 2010
Exchange, Business
Onex August 2015 - Present
Moelis & Company October 2013 - Present
CIBC World Markets August 2012 - October 2013
McMaster University September 2011 - May 2012
Birch Hill Equity Partners May 2011 - September 2011
McMaster University January 2011 - April 2011
Canada's Next Top Ad Exec May 2010 - April 2011
PepsiCo Canada May 2010 - September 2010
McMaster University September 2009 - December 2009
Aseco Integrated Systems May 2009 - September 2009
Education
McMaster University 2005 — 2011
Bachelor of Engineering (BEng), Mechatronics Engineering and Management
Euromed Ecole de Management 2010 — 2010
Exchange, Business
Stephanie McAuliffe Stephanie McAuliffe's Moelis & Company Experience June 2015 - Present
Job Executive Assistant at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
HighBrook Investment Management, LP December 2014 - June 2015
Rienas and Brown Wealth Management, Ameriprise Financial, Inc. January 2013 - December 2014
Lake Isle Country Club May 2008 - August 2014
Skills
Social Media, Management, Event Planning, Microsoft Office, Customer Service, Marketing Management, Project Management, Appointment Scheduling, Client Relations Skills, Compliance, Retail Sales, Swim Lessons, LinkedIn, Online Marketing, CPR Certified, Marketing, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Moelis & Company June 2015 - Present
HighBrook Investment Management, LP December 2014 - June 2015
Rienas and Brown Wealth Management, Ameriprise Financial, Inc. January 2013 - December 2014
Lake Isle Country Club May 2008 - August 2014
Skills
Social Media, Management, Event Planning, Microsoft Office, Customer Service, Marketing Management, Project Management, Appointment Scheduling, Client Relations Skills, Compliance, Retail Sales, Swim Lessons, LinkedIn, Online Marketing, CPR Certified, Marketing, Social Networking, Microsoft Excel, PowerPoint, Microsoft Word
Education
Iona College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
James Karol James Karol's Moelis & Company Experience June 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2014 - Present
The Watermill Group July 2013 - August 2013
The Watermill Group July 2011 - September 2011
CASI May 2011 - July 2011
Skills
Mathematica, Mathematical Modeling, Mathematical Analysis, Stata, Econometrics, Economic Modeling, Economic Research, Equity Capital Markets, Statistical Modeling, Private Equity, Data Analysis, Investments, Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance
University of Rochester 2009 — 2013
B.S., Mathematics
University of Rochester 2009 — 2013
(honors) B.A., Economics
Harvard University 2012 — 2012
Moelis & Company June 2014 - Present
The Watermill Group July 2013 - August 2013
The Watermill Group July 2011 - September 2011
CASI May 2011 - July 2011
Skills
Mathematica, Mathematical Modeling, Mathematical Analysis, Stata, Econometrics, Economic Modeling, Economic Research, Equity Capital Markets, Statistical Modeling, Private Equity, Data Analysis, Investments, Strategy
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance
University of Rochester 2009 — 2013
B.S., Mathematics
University of Rochester 2009 — 2013
(honors) B.A., Economics
Harvard University 2012 — 2012
Joshua Nemser's Moelis & Company Experience July 2014 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Weil Gotshal and Manges October 2012 - July 2014
Muchnick, Golieb & Golieb, P.C. May 2010 - May 2012
Weil Gotshal and Manges May 2011 - August 2011
Catalina Aerospace Corporation May 2006 - August 2009
Education
New York University School of Law 2010 — 2012
Doctor of Law (J.D.), magna cum laude
University of Southern California - Marshall School of Business 2003 — 2006
Bachelor of Science (B.S.), Business Administration
Moelis & Company July 2014 - Present
Weil Gotshal and Manges October 2012 - July 2014
Muchnick, Golieb & Golieb, P.C. May 2010 - May 2012
Weil Gotshal and Manges May 2011 - August 2011
Catalina Aerospace Corporation May 2006 - August 2009
Education
New York University School of Law 2010 — 2012
Doctor of Law (J.D.), magna cum laude
University of Southern California - Marshall School of Business 2003 — 2006
Bachelor of Science (B.S.), Business Administration
Adam Pieczonka Adam Pieczonka's Moelis & Company Experience July 2009 - June 2011
Job Analyst at Knighthead Capital
Industry Investment Management
Experience
Knighthead Capital Management, LLC July 2015 - Present
Ares Management August 2011 - July 2013
Moelis & Company July 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration
Ivey Business School at Western University 2005 — 2009
Bachelor of Arts, Honors Business Administration
Knighthead Capital Management, LLC July 2015 - Present
Ares Management August 2011 - July 2013
Moelis & Company July 2009 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration
Ivey Business School at Western University 2005 — 2009
Bachelor of Arts, Honors Business Administration
Mike Niemtzow Mike Niemtzow's Moelis & Company Experience August 2010 - May 2012
Job CoFounder at WindowsWear Inc. / President at VetMed Group LLC
Industry Venture Capital & Private Equity
Experience
WindowsWear June 2012 - Present
VetMed Group LLC June 2012 - Present
Moelis & Company August 2010 - May 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers August 2005 - September 2008
Merrill Lynch August 2002 - June 2003
International Production Company July 1998 - August 2002
US Navy June 1998 - August 2002
Skills
Investment Banking, Equities, Portfolio Management, New Media, Mergers, Private Equity, Capital Markets, Management, Leadership, Venture Capital, Corporate Finance, High Yield, Mergers & Acquisitions, Investments, LBO, Analysis, Trading, Due Diligence, Asset Management, Risk Management, Emerging Markets, Entrepreneurship, Alternative Investments, Hedge Funds, Fixed Income, Financial Modeling, Corporate Development, Bloomberg, Equity Research, Series 63, Valuation, M&A experience, Leveraged Finance, Investment Management, Finance, Financial Structuring
Education
New York University 2003 — 2005
MBA, Finance and Accounting
Tulane University 1994 — 1998
BSM, Finance
QOHS 1990 — 1994
WindowsWear June 2012 - Present
VetMed Group LLC June 2012 - Present
Moelis & Company August 2010 - May 2012
Barclays Capital September 2008 - August 2010
Lehman Brothers August 2005 - September 2008
Merrill Lynch August 2002 - June 2003
International Production Company July 1998 - August 2002
US Navy June 1998 - August 2002
Skills
Investment Banking, Equities, Portfolio Management, New Media, Mergers, Private Equity, Capital Markets, Management, Leadership, Venture Capital, Corporate Finance, High Yield, Mergers & Acquisitions, Investments, LBO, Analysis, Trading, Due Diligence, Asset Management, Risk Management, Emerging Markets, Entrepreneurship, Alternative Investments, Hedge Funds, Fixed Income, Financial Modeling, Corporate Development, Bloomberg, Equity Research, Series 63, Valuation, M&A experience, Leveraged Finance, Investment Management, Finance, Financial Structuring
Education
New York University 2003 — 2005
MBA, Finance and Accounting
Tulane University 1994 — 1998
BSM, Finance
QOHS 1990 — 1994
Calvin Cheng Calvin Cheng'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
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Moelis & Company October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2012 - August 2012
Perry Capital August 2011 - December 2011
Stamos Capital Partners, L.P. June 2011 - August 2011
Permal Asset Management September 2010 - December 2010
Skills
Bloomberg, Bloomberg Terminal, Financial Modeling, Valuation, Equity Research, Equities, Fixed Income, Credit Derivatives, Hedge Funds, Alternative Investments, Mergers & Acquisitions, LBO, Capital Markets, Microsoft Excel, Financial Analysis, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
B.S., Finance, Economics
East China Normal University
Chris Stehling Chris Stehling's Moelis & Company Experience September 2007 - December 2014
Job Chief Financial Officer at NERA Economic Consulting
Industry Financial Services
Experience
NERA Economic Consulting December 2014 - Present
Moelis & Company September 2007 - December 2014
Goldman Sachs May 2005 - September 2007
UBS Investment Bank August 1999 - May 2005
Deloitte & Touche June 1995 - July 1999
Skills
Corporate Finance, Accounting, Outsourcing, Expense Management, Management, Financial Analysis, Partnerships, Business Process, Project Management, Contract Negotiation, Internal Controls, Financial Audits, Problem Solving, Broker-Dealer, Integration, Start-ups, Cash Management, Treasury, Asset Managment, Operational Risk..., Investment Banking, Private Equity, Performance Reporting, Forecasting, General Insurance, Recruiting, Partnership Taxation, Committees, Auditing, Asset Management, Financial Modeling
Education
New Jersey City University 1991 — 1995
BS, Accounting
NERA Economic Consulting December 2014 - Present
Moelis & Company September 2007 - December 2014
Goldman Sachs May 2005 - September 2007
UBS Investment Bank August 1999 - May 2005
Deloitte & Touche June 1995 - July 1999
Skills
Corporate Finance, Accounting, Outsourcing, Expense Management, Management, Financial Analysis, Partnerships, Business Process, Project Management, Contract Negotiation, Internal Controls, Financial Audits, Problem Solving, Broker-Dealer, Integration, Start-ups, Cash Management, Treasury, Asset Managment, Operational Risk..., Investment Banking, Private Equity, Performance Reporting, Forecasting, General Insurance, Recruiting, Partnership Taxation, Committees, Auditing, Asset Management, Financial Modeling
Education
New Jersey City University 1991 — 1995
BS, Accounting
Matthew J. McCloghry Matthew J. McCloghry's Moelis & Company Experience May 2010 - June 2013
Job Managing Director Institutional Sales at Weeden & Co.
Industry Investment Banking
Experience
Weeden & Co. June 2013 - Present
Moelis & Company May 2010 - June 2013
Foresight Securities Pty Ltd June 2007 - May 2010
BBY Ltd May 2005 - July 2005
Skills
Equities, Trading, Institutional Sales, Investment Banking, Financial Modeling, Asset Managment, Equity Capital Markets, Investments, Capital Markets, Portfolio Management, Bloomberg, Financial Markets, Securities, Valuation, Hedge Funds, Financial Analysis, Private Placements, Equity Research, Asset Management, Financial Services, Private Equity, Mergers & Acquisitions, Series 7
Education
Liberty University 2014 — 2017
Master of Divinity (M.Div.)
University of Canberra 2002 — 2007
BBA, Business
Securities Institute of Australia 2003 — 2004
Diploma Financial Markets, Financial Markets
Weeden & Co. June 2013 - Present
Moelis & Company May 2010 - June 2013
Foresight Securities Pty Ltd June 2007 - May 2010
BBY Ltd May 2005 - July 2005
Skills
Equities, Trading, Institutional Sales, Investment Banking, Financial Modeling, Asset Managment, Equity Capital Markets, Investments, Capital Markets, Portfolio Management, Bloomberg, Financial Markets, Securities, Valuation, Hedge Funds, Financial Analysis, Private Placements, Equity Research, Asset Management, Financial Services, Private Equity, Mergers & Acquisitions, Series 7
Education
Liberty University 2014 — 2017
Master of Divinity (M.Div.)
University of Canberra 2002 — 2007
BBA, Business
Securities Institute of Australia 2003 — 2004
Diploma Financial Markets, Financial Markets
Abhi Ramesh Abhi Ramesh's Moelis & Company Experience June 2014 - August 2014
Job Investment Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC July 2015 - Present
Moelis & Company June 2014 - August 2014
TrendBent October 2012 - October 2013
Wharton School Management Department September 2011 - September 2013
Wharton Business and Public Policy Department June 2011 - September 2013
StoreTok January 2013 - August 2013
Altair Prep July 2011 - August 2013
Operation Hope Financial Literacy Project September 2010 - December 2010
Skills
Research, Public Speaking, HTML, Microsoft Office, Social Media Marketing, Leadership, Ruby, Ruby on Rails, SQL, Heroku, CSS, JavaScript, jQuery, Database Design, Relational Databases, Logical Data Modeling, Product Development, Software Development, Web Application Design, SEO, E-commerce, Social Commerce, Python, Analysis, Entrepreneurship, Data Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Social Media, Financial Analysis, Management, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2015
B.S. Economics, B.A. International Studies, Huntsman Program in International Studies and Business
George Walton Comprehensive High School 2006 — 2010
HEC Paris
Grand Ecole Program, Exchange, Finance, General
Apollo Global Management LLC July 2015 - Present
Moelis & Company June 2014 - August 2014
TrendBent October 2012 - October 2013
Wharton School Management Department September 2011 - September 2013
Wharton Business and Public Policy Department June 2011 - September 2013
StoreTok January 2013 - August 2013
Altair Prep July 2011 - August 2013
Operation Hope Financial Literacy Project September 2010 - December 2010
Skills
Research, Public Speaking, HTML, Microsoft Office, Social Media Marketing, Leadership, Ruby, Ruby on Rails, SQL, Heroku, CSS, JavaScript, jQuery, Database Design, Relational Databases, Logical Data Modeling, Product Development, Software Development, Web Application Design, SEO, E-commerce, Social Commerce, Python, Analysis, Entrepreneurship, Data Analysis, PowerPoint, Financial Modeling, Microsoft Excel, Social Media, Financial Analysis, Management, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2015
B.S. Economics, B.A. International Studies, Huntsman Program in International Studies and Business
George Walton Comprehensive High School 2006 — 2010
HEC Paris
Grand Ecole Program, Exchange, Finance, General
Jae Hyun Moon Jae Hyun Moon's Moelis & Company Experience March 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company March 2015 - Present
Georgetown University Student Investment Fund January 2014 - December 2014
Georgetown University, Department of Economics January 2014 - December 2014
Barclays Investment Bank June 2014 - August 2014
Georgetown University August 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - December 2013
Barclays Investment Bank June 2013 - August 2013
US Army November 2010 - June 2012
Hyundai Motor Company May 2010 - June 2010
Skills
PowerPoint, Military Experience, Microsoft Office, Public Speaking, Microsoft Excel, Interpretation, Market Analysis, Analysis, Leadership, Government, Jokes, Comedy, Access, Data Analysis, Clairvoyant, Research, Korean, Social Media, Financial Modeling, Investment Banking, Financial Analysis, Management, Valuation, Economics
Education
Georgetown University 2009 — 2014
Bachelor's Degree, International Economics (Finance & Commerce)
고려대학교 / Korea University 2010 — 2010
International Summer Campus
Phillips Exeter Academy 2005 — 2009
Moelis & Company March 2015 - Present
Georgetown University Student Investment Fund January 2014 - December 2014
Georgetown University, Department of Economics January 2014 - December 2014
Barclays Investment Bank June 2014 - August 2014
Georgetown University August 2013 - May 2014
Georgetown University Student Investment Fund September 2013 - December 2013
Barclays Investment Bank June 2013 - August 2013
US Army November 2010 - June 2012
Hyundai Motor Company May 2010 - June 2010
Skills
PowerPoint, Military Experience, Microsoft Office, Public Speaking, Microsoft Excel, Interpretation, Market Analysis, Analysis, Leadership, Government, Jokes, Comedy, Access, Data Analysis, Clairvoyant, Research, Korean, Social Media, Financial Modeling, Investment Banking, Financial Analysis, Management, Valuation, Economics
Education
Georgetown University 2009 — 2014
Bachelor's Degree, International Economics (Finance & Commerce)
고려대학교 / Korea University 2010 — 2010
International Summer Campus
Phillips Exeter Academy 2005 — 2009
Josh Lee's Moelis & Company Experience July 2010 - June 2012
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Goldman Sachs May 2015 - July 2015
Apax Partners July 2012 - July 2014
Moelis & Company July 2010 - June 2012
Skills
LBO, Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, M&A experience, Due Diligence, Leveraged Finance, Corporate Development, Investments, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Financial Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Finance, Operations and Information Management
Kent School 2002 — 2005
Goldman Sachs May 2015 - July 2015
Apax Partners July 2012 - July 2014
Moelis & Company July 2010 - June 2012
Skills
LBO, Valuation, Private Equity, Financial Modeling, Investment Banking, Corporate Finance, M&A experience, Due Diligence, Leveraged Finance, Corporate Development, Investments, Mergers & Acquisitions, Portfolio Management, Strategy, Finance, Financial Analysis
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2005 — 2009
Bachelor of Science (BS), Finance, Operations and Information Management
Kent School 2002 — 2005
Jamie Howard Jamie Howard's Moelis & Company Experience July 2014 - Present
Job Investment Banking Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
OneWest Bank June 2013 - August 2013
Deloitte Financial Advisory Services LLP September 2009 - July 2012
Deloitte Financial Advisory Services LLP September 2007 - August 2009
Deloitte Financial Advisory Services LLP June 2006 - August 2006
Skills
Forensic Accounting, Financial Statement..., Financial Reporting, Financial Regulation, Equity Valuation, Business Valuation, Private Equity, Project Management, Equity Research, Securities, DCF, Hedge Funds, Due Diligence, Client Service Oriented, International Clients, Government Regulations, Anti-Money Laundering, Bankruptcy
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Moelis & Company July 2014 - Present
OneWest Bank June 2013 - August 2013
Deloitte Financial Advisory Services LLP September 2009 - July 2012
Deloitte Financial Advisory Services LLP September 2007 - August 2009
Deloitte Financial Advisory Services LLP June 2006 - August 2006
Skills
Forensic Accounting, Financial Statement..., Financial Reporting, Financial Regulation, Equity Valuation, Business Valuation, Private Equity, Project Management, Equity Research, Securities, DCF, Hedge Funds, Due Diligence, Client Service Oriented, International Clients, Government Regulations, Anti-Money Laundering, Bankruptcy
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Maxwell Ellis's Moelis & Company Experience July 2012 - June 2014
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Allstate Investments May 2010 - August 2010
Martha's House September 2009 - February 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science in Business, Finance
Evanston Township High School 2004 — 2008
Oaktree Capital Management July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Allstate Investments May 2010 - August 2010
Martha's House September 2009 - February 2010
Skills
Financial Modeling, Investment Banking, Corporate Finance, Valuation
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelors of Science in Business, Finance
Evanston Township High School 2004 — 2008
Jennifer Bodenweber Jennifer Bodenweber's Moelis & Company Experience July 2012 - August 2012
Job Meeting and Event Management Professional
Industry Events Services
Experience
Development Corporation for Israel/Israel Bonds 2012 - Present
Moelis & Company July 2012 - August 2012
UBS Investment Bank April 2011 - February 2012
Merrill Lynch Wealth Management June 2010 - March 2011
Jericho Project January 2010 - May 2010
Avon Foundation for Women August 2009 - November 2009
Merrill Lynch November 1992 - May 2009
Skills
Special Events, Meeting Planning, Conferences, Event Marketing, Event Management, Event Planning, Corporate Events, Fundraising, Budget Management, Food & Beverage, Contract Negotiations, Registration, Hospitality, Vendor Relations, Site Selection, Non-profits, Catering, Entertainment, Hotels, Events, Contract Negotiation, Trade Shows, Parties, Project Management, Budgets, Marketing Communications, Incentives, Wedding Planning, Marketing, Social Media Marketing, Public Relations, Venue Relations, Nonprofits, Social Networking
Education
New England Conservatory of Music
BM, Music - Vocal Performance
University of California, Irvine
MFA, Music - Vocal Performance
West Haven High School
Development Corporation for Israel/Israel Bonds 2012 - Present
Moelis & Company July 2012 - August 2012
UBS Investment Bank April 2011 - February 2012
Merrill Lynch Wealth Management June 2010 - March 2011
Jericho Project January 2010 - May 2010
Avon Foundation for Women August 2009 - November 2009
Merrill Lynch November 1992 - May 2009
Skills
Special Events, Meeting Planning, Conferences, Event Marketing, Event Management, Event Planning, Corporate Events, Fundraising, Budget Management, Food & Beverage, Contract Negotiations, Registration, Hospitality, Vendor Relations, Site Selection, Non-profits, Catering, Entertainment, Hotels, Events, Contract Negotiation, Trade Shows, Parties, Project Management, Budgets, Marketing Communications, Incentives, Wedding Planning, Marketing, Social Media Marketing, Public Relations, Venue Relations, Nonprofits, Social Networking
Education
New England Conservatory of Music
BM, Music - Vocal Performance
University of California, Irvine
MFA, Music - Vocal Performance
West Haven High School
Marie Bober Marie Bober's Moelis & Company Experience February 2013 - Present
Job Chief Compliance Officer/Associate Counsel at Moelis Asset Management LP
Industry Law Practice
Experience
Moelis Asset Management LP March 2015 - Present
Moelis & Company February 2013 - Present
Gracie Asset Management June 2012 - January 2013
Marie A. Bober, Attorney At Law May 2009 - June 2012
Alan Gray, Inc. March 2009 - June 2012
Coleman & Gagnon, P.C. September 2006 - March 2009
Federal Distict Court of Massachusetts March 2006 - May 2006
EMC 2005 - 2005
Massachusetts General Hospital July 2000 - July 2003
Education
Northeastern University School of Law 2003 — 2006
J.D.
Teachers College of Columbia University 1999 — 2000
M.A., Psychology
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Woodbridge High School 1992 — 1995
Moelis Asset Management LP March 2015 - Present
Moelis & Company February 2013 - Present
Gracie Asset Management June 2012 - January 2013
Marie A. Bober, Attorney At Law May 2009 - June 2012
Alan Gray, Inc. March 2009 - June 2012
Coleman & Gagnon, P.C. September 2006 - March 2009
Federal Distict Court of Massachusetts March 2006 - May 2006
EMC 2005 - 2005
Massachusetts General Hospital July 2000 - July 2003
Education
Northeastern University School of Law 2003 — 2006
J.D.
Teachers College of Columbia University 1999 — 2000
M.A., Psychology
The Johns Hopkins University 1995 — 1999
Bachelor of Arts (B.A.), Psychology
Woodbridge High School 1992 — 1995
Steven Lo Steven Lo's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
Gestalt Equity Partners May 2013 - August 2013
Aviva Canada May 2012 - August 2013
Scotiabank July 2011 - September 2011
Skills
Business Analysis, Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analytical Skills, Analytics, Valuation
Education
Ivey Business School at Western University 2011 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Moelis & Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
Gestalt Equity Partners May 2013 - August 2013
Aviva Canada May 2012 - August 2013
Scotiabank July 2011 - September 2011
Skills
Business Analysis, Financial Modeling, Data Analysis, Process Improvement, Financial Analysis, Team Leadership, Teamwork, Leadership, Microsoft Excel, Analytical Skills, Analytics, Valuation
Education
Ivey Business School at Western University 2011 — 2015
Candidate for Bachelor of Arts, Honors Business Administration (HBA)
Matthew White Matthew White's Moelis & Company Experience July 2011 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2011 - Present
Moelis & Company 2010 - 2010
Vornado Realty Trust 2007 - 2008
Stifel Nicolaus (formerly Legg Mason) 2005 - 2007
Skills
Due Diligence, Mergers, Investments, Corporate Finance, Capital Markets, Real Estate Investment, Restructuring, Financial Modeling, Financial Accounting, Valuation, Credit Analysis, Distressed Debt, M&A experience
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance
Duke University 2001 — 2005
BA, Economics, History
Moelis & Company July 2011 - Present
Moelis & Company 2010 - 2010
Vornado Realty Trust 2007 - 2008
Stifel Nicolaus (formerly Legg Mason) 2005 - 2007
Skills
Due Diligence, Mergers, Investments, Corporate Finance, Capital Markets, Real Estate Investment, Restructuring, Financial Modeling, Financial Accounting, Valuation, Credit Analysis, Distressed Debt, M&A experience
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance
Duke University 2001 — 2005
BA, Economics, History
Steven Moore Steven Moore's Moelis & Company Experience 2009 - 2012
Job Real Estate Investment Banking
Industry Investment Banking
Experience
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
KPMG 2012 - Present
Moelis & Company 2009 - 2012
Citi 2005 - 2009
J.P. Morgan 2003 - 2005
Houlihan Lokey 1999 - 2001
The Walt Disney Company 1998 - 1999
US Army 1992 - 1999
Skills
Valuation, Corporate Finance, Financial Modeling, Financial Analysis, Real Estate, Commercial Mortgages, Bankruptcy, Restructuring, Data Center, Hotels, Investment Banking, Apartments, Offices, Retail, Lodging, Due Diligence, Investments, Strategy, Portfolio Management, Alternative Investments, Private Equity, Asset Management, Capital Markets, Securities, Hedge Funds, Structured Finance, Finance, Leveraged Finance, Financial Structuring, LBO, Mergers & Acquisitions, Divestitures, Corporate Development, Venture Capital, Debt Restructuring, Acquisitions
Education
Anderson School at UCLA 2001 — 2003
Master of Business Administration (M.B.A.), Finance, Real Estate and Media, Cum Laude
Loyola University New Orleans 1991 — 1995
Bachelor of Business Administration (BBA), Analytic Finance, Cum Laude
Jonathan Eng Jonathan Eng's Moelis & Company Experience July 2012 - April 2014
Job Manager, Global Strategy at National Basketball Association
Industry Sports
Experience
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
National Basketball Association April 2014 - Present
Moelis & Company July 2012 - April 2014
Moelis & Company June 2011 - August 2011
Morningstar September 2010 - May 2011
UBS Wealth Management June 2010 - August 2010
Martin Investment Management, LLC October 2009 - June 2010
Kellogg School of Management June 2009 - September 2009
Sole Seller May 2005 - June 2008
Skills
Strategy, Financial Modeling, Equities, Corporate Finance, Valuation, Investment Banking, Mergers & Acquisitions, Research, Data Analysis, Microsoft Office, Financial Analysis, Private Equity, Finance, Equity Research, Bloomberg
Education
Northwestern University 2008 — 2012
B.A., Mathematical Methods in the Social Sciences, Economics
Stuyvesant High School 2004 — 2008
Charles Blades, CFA, CPA, CFE Charles Blades, CFA, CPA, CFE's Moelis & Company Experience January 2015 - Present
Job VP & Director of Financial Reporting
Industry Financial Services
Experience
Moelis & Company January 2015 - Present
Moelis & Company November 2012 - December 2014
Liquidnet February 2008 - October 2012
Kabrik Trading March 2006 - February 2008
PwC July 2004 - March 2006
Instinet Incorporated June 2002 - August 2002
Janney Montgomery Scott June 2001 - August 2001
Skills
Financial Reporting, Financial Analysis, Consolidation, Valuation, Auditing, Equity Valuation, Investments, SEC filings, Accounting, US GAAP, GAAP, Big 4, External Audit, Due Diligence, Revenue Recognition, Equities, Sarbanes-Oxley Act, SAP, QuickBooks, Employee Benefits, Financial Risk, General Ledger, Governance, IFRS, Microsoft Office, Series 7, Series 63, Series 24, Series 27, CPA, Certified Fraud Examiner, FINOP, Corporate Finance, Financial Audits, Finance, Cash Flow, Internal Controls, Mergers
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accounting and Information Systems
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Moelis & Company January 2015 - Present
Moelis & Company November 2012 - December 2014
Liquidnet February 2008 - October 2012
Kabrik Trading March 2006 - February 2008
PwC July 2004 - March 2006
Instinet Incorporated June 2002 - August 2002
Janney Montgomery Scott June 2001 - August 2001
Skills
Financial Reporting, Financial Analysis, Consolidation, Valuation, Auditing, Equity Valuation, Investments, SEC filings, Accounting, US GAAP, GAAP, Big 4, External Audit, Due Diligence, Revenue Recognition, Equities, Sarbanes-Oxley Act, SAP, QuickBooks, Employee Benefits, Financial Risk, General Ledger, Governance, IFRS, Microsoft Office, Series 7, Series 63, Series 24, Series 27, CPA, Certified Fraud Examiner, FINOP, Corporate Finance, Financial Audits, Finance, Cash Flow, Internal Controls, Mergers
Education
Lehigh University - College of Business and Economics 2003 — 2004
MS, Accounting and Information Systems
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Puneet Chabbewal's Moelis & Company Experience July 2010 - June 2012
Job Senior Investment Associate at White Oak Global Advisors, LLC
Industry Investment Management
Experience
White Oak Global Advisors, LLC July 2014 - Present
White Oak Global Advisors, LLC August 2012 - July 2014
Moelis & Company July 2010 - June 2012
Perella Weinberg Partners June 2009 - August 2009
Catapult Advisors May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
White Oak Global Advisors, LLC July 2014 - Present
White Oak Global Advisors, LLC August 2012 - July 2014
Moelis & Company July 2010 - June 2012
Perella Weinberg Partners June 2009 - August 2009
Catapult Advisors May 2008 - August 2008
Skills
Mergers & Acquisitions, Investment Banking, Restructuring, Hedge Funds, Valuation, LBO, Financial Modeling, Private Equity, Corporate Finance, Credit, Due Diligence, Business Analysis, private credit, private debt
Education
Indiana University - Kelley School of Business
Bachelor of Science (BS), Finance
Frank Montes Frank Montes's Moelis & Company Experience June 2010 - August 2010
Job Director of IT Services at Allcat Claims Service
Industry Information Technology and Services
Experience
Allcat Claims Service September 2013 - Present
USAA October 2012 - September 2013
Loyola Marymount University August 2011 - May 2012
Loyola Marymount University August 2011 - May 2012
Loyola Marymount University January 2009 - August 2011
Loyola Marymount University January 2009 - August 2011
Moelis & Company June 2010 - August 2010
Skills
C, Java, JavaScript, HTML, Matlab, CSS, Microsoft Office, Troubleshooting, Assembly, Xilinx, Labview, B2Logic, x86 Assembly, OrCAD Capture, Management, Active Directory, Incident Management, Network Administration, TCP/IP, Cisco IOS, Computer Science, Computer Hardware, Web Design, Web Content Management, Customer Service, Networking, Servers, Hardware, Software Installation, VPN, Web Development, Google Docs, Help Desk Support, OS X, Technical Support, Operating Systems, Windows
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science, Electrical Engineering; Computer Engineering
Notre Dame High School 2004 — 2008
High School Diploma, High School/Secondary Diploma Programs
Allcat Claims Service September 2013 - Present
USAA October 2012 - September 2013
Loyola Marymount University August 2011 - May 2012
Loyola Marymount University August 2011 - May 2012
Loyola Marymount University January 2009 - August 2011
Loyola Marymount University January 2009 - August 2011
Moelis & Company June 2010 - August 2010
Skills
C, Java, JavaScript, HTML, Matlab, CSS, Microsoft Office, Troubleshooting, Assembly, Xilinx, Labview, B2Logic, x86 Assembly, OrCAD Capture, Management, Active Directory, Incident Management, Network Administration, TCP/IP, Cisco IOS, Computer Science, Computer Hardware, Web Design, Web Content Management, Customer Service, Networking, Servers, Hardware, Software Installation, VPN, Web Development, Google Docs, Help Desk Support, OS X, Technical Support, Operating Systems, Windows
Education
Loyola Marymount University 2008 — 2012
Bachelor of Science, Electrical Engineering; Computer Engineering
Notre Dame High School 2004 — 2008
High School Diploma, High School/Secondary Diploma Programs
Daniel Berger Daniel Berger's Moelis & Company Experience 2015 - Present
Job Associate Strategic Advisory Group at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
Skills
Private Equity, Legal Research, Mergers, Mergers & Acquisitions, Tax
Education
New York University School of Law - LL.M. 2010 — 2011
LL.M.
University of Pennsylvania - The Wharton School 2008 — 2010
University of Pennsylvania Law School 2007 — 2010
J.D.
New York University 2004 — 2007
B.A.
High School
Moelis & Company 2015 - Present
Skills
Private Equity, Legal Research, Mergers, Mergers & Acquisitions, Tax
Education
New York University School of Law - LL.M. 2010 — 2011
LL.M.
University of Pennsylvania - The Wharton School 2008 — 2010
University of Pennsylvania Law School 2007 — 2010
J.D.
New York University 2004 — 2007
B.A.
High School
Bryan Lastrapes Bryan Lastrapes's Moelis & Company Experience September 2013 - Present
Job Managing Director at Moelis & Company
Industry Oil & Energy
Experience
Moelis & Company September 2013 - Present
QRI February 2012 - August 2013
Shell January 2008 - January 2012
Shell Oil Company January 2002 - July 2007
Skills
Upstream, Strategy, Energy Industry, Business Development, Gas, Energy, Petroleum, Field Development, Management, Oil/Gas, Reservoir Management, Petroleum Engineering, Offshore Drilling, Divestitures, Completions, Acquisitions, Drilling, Oil & Gas Industry, Natural Gas, Onshore, Reservoir Engineering
Education
University of Houston, C.T. Bauer College of Business 1996 — 1997
MBA, International Business Finance
Louisiana State University 1977 — 1981
BS, Electrical Engineering
Moelis & Company September 2013 - Present
QRI February 2012 - August 2013
Shell January 2008 - January 2012
Shell Oil Company January 2002 - July 2007
Skills
Upstream, Strategy, Energy Industry, Business Development, Gas, Energy, Petroleum, Field Development, Management, Oil/Gas, Reservoir Management, Petroleum Engineering, Offshore Drilling, Divestitures, Completions, Acquisitions, Drilling, Oil & Gas Industry, Natural Gas, Onshore, Reservoir Engineering
Education
University of Houston, C.T. Bauer College of Business 1996 — 1997
MBA, International Business Finance
Louisiana State University 1977 — 1981
BS, Electrical Engineering
Alexander McCoy's Moelis & Company Experience 2009 - 2009
Job Founder & CEO at American Ostrich Farms
Industry Ranching
Experience
American Ostrich Farms 2013 - Present
The American Ostrich Association 2015 - Present
Citi 2011 - 2013
Clean Power Now 2010 - 2012
Overseas Private Investment Corporation 2010 - 2010
Moelis & Company 2009 - 2009
Revolution Ventures 2007 - 2008
Cowen & Company 2005 - 2007
The Institute for International Mediation and Conflict Resolution (IIMCR) 2004 - 2004
Skills
Finance, Emerging Markets, Public Policy, Strategy, Start-ups, Capital Markets, Strategic Planning, Investments, Corporate Development
Education
Harvard University Kennedy School of Government 2009 — 2011
MPA
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Pennsylvania 2001 — 2005
BA
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
The Community School 1995 — 2001
Ernest Hemingway Elementary 1991 — 1995
American Ostrich Farms 2013 - Present
The American Ostrich Association 2015 - Present
Citi 2011 - 2013
Clean Power Now 2010 - 2012
Overseas Private Investment Corporation 2010 - 2010
Moelis & Company 2009 - 2009
Revolution Ventures 2007 - 2008
Cowen & Company 2005 - 2007
The Institute for International Mediation and Conflict Resolution (IIMCR) 2004 - 2004
Skills
Finance, Emerging Markets, Public Policy, Strategy, Start-ups, Capital Markets, Strategic Planning, Investments, Corporate Development
Education
Harvard University Kennedy School of Government 2009 — 2011
MPA
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
University of Pennsylvania 2001 — 2005
BA
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2004
The Community School 1995 — 2001
Ernest Hemingway Elementary 1991 — 1995
Michael Aft's Moelis & Company Experience June 2012 - June 2014
Job Growth & Engagement at LinkedIn
Industry Internet
Experience
LinkedIn August 2015 - Present
Accel-KKR August 2014 - July 2015
Moelis & Company June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Theranostics Health May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Private Equity, Capital Markets, Mergers, LBO, Capital IQ, Microsoft Excel, Market Research, Financial Services, Teamwork, Investments, Self-starter, Accounting, Mergers & Acquisitions, Corporate Finance, Picture Frames
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
West Springfield High
LinkedIn August 2015 - Present
Accel-KKR August 2014 - July 2015
Moelis & Company June 2012 - June 2014
Houlihan Lokey May 2011 - August 2011
Theranostics Health May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Investment Banking, Bloomberg, Private Equity, Capital Markets, Mergers, LBO, Capital IQ, Microsoft Excel, Market Research, Financial Services, Teamwork, Investments, Self-starter, Accounting, Mergers & Acquisitions, Corporate Finance, Picture Frames
Education
Indiana University Bloomington 2008 — 2012
Bachelor of Science (BS), Finance
West Springfield High
Jennifer D'Arrigo's Moelis & Company Experience September 2009 - May 2010
Job Project Coordinator, Financial Services
Industry Management Consulting
Experience
Korn Ferry August 2010 - Present
Moelis & Company September 2009 - May 2010
Houlihan Lokey June 2009 - August 2009
BLD LTD September 2008 - May 2009
Bear, Stearns & Company Inc. May 2000 - August 2008
First Home Brokerage Corp. June 1999 - March 2000
Arnell Group Brand Consulting April 1998 - June 1999
Salomon Brothers, Inc., New York, NY May 1994 - April 1998
Skills
Investment Banking, PowerPoint, Excel, Microsoft Office, Outlook, Word, Research, Event Management, Administrative Support, Employee Relations, Editing, Microsoft Word, Microsoft Excel, Administrative..., Recruiting, Nonprofits, Office Management, Sales, Event Planning, Leadership, Organizational..., Market Research, Management, Coaching, Analysis, Change Management, Fixed Income, Management Consulting, Training, Human Resources
Education
Katherine Gibbs School 1992 — 1994
Associate of Arts (AA)
Korn Ferry August 2010 - Present
Moelis & Company September 2009 - May 2010
Houlihan Lokey June 2009 - August 2009
BLD LTD September 2008 - May 2009
Bear, Stearns & Company Inc. May 2000 - August 2008
First Home Brokerage Corp. June 1999 - March 2000
Arnell Group Brand Consulting April 1998 - June 1999
Salomon Brothers, Inc., New York, NY May 1994 - April 1998
Skills
Investment Banking, PowerPoint, Excel, Microsoft Office, Outlook, Word, Research, Event Management, Administrative Support, Employee Relations, Editing, Microsoft Word, Microsoft Excel, Administrative..., Recruiting, Nonprofits, Office Management, Sales, Event Planning, Leadership, Organizational..., Market Research, Management, Coaching, Analysis, Change Management, Fixed Income, Management Consulting, Training, Human Resources
Education
Katherine Gibbs School 1992 — 1994
Associate of Arts (AA)
Gareth Domingo's Moelis & Company Experience June 2015 - August 2015
Job HBA Candidate at Ivey Business School
Industry Financial Services
Experience
Moelis & Company June 2015 - August 2015
Epic Capital Management Inc. May 2014 - August 2014
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration
Western University 2012 — 2014
Bachelor of Management and Organizational Studies, Finance
Moelis & Company June 2015 - August 2015
Epic Capital Management Inc. May 2014 - August 2014
Education
Ivey Business School at Western University 2014 — 2016
Bachelor of Arts, Honors Business Administration
Western University 2012 — 2014
Bachelor of Management and Organizational Studies, Finance
Nicholas Crowne's Moelis & Company Experience April 2009 - June 2010
Job Vice President at TCV
Industry Venture Capital & Private Equity
Experience
Technology Crossover Ventures August 2015 - Present
GTCR Golder Rauner July 2010 - July 2013
Moelis & Company April 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
A.B., cum laude
Technology Crossover Ventures August 2015 - Present
GTCR Golder Rauner July 2010 - July 2013
Moelis & Company April 2009 - June 2010
Merrill Lynch July 2008 - March 2009
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Harvard University 2004 — 2008
A.B., cum laude
Nick Campisano's Moelis & Company Experience July 2014 - Present
Job Investment Banking Associate M&A and Restructuring Group
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
KeyBanc Capital Markets October 2010 - July 2014
MD Global Partners December 2009 - October 2010
Mainstream Investment Advisers May 2009 - August 2009
The Partnership for Public Service May 2008 - May 2009
Federal Communications Commission May 2008 - August 2008
Skills
Series 7, Series 63, Series 79, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Equities, Equity Research, FINRA, Mergers, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters, Management Studies
Duke University 2005 — 2009
Bachelors, Public Policy and Economics
Saint Xavier High School, Louisville, KY 2001 — 2005
High School
Moelis & Company July 2014 - Present
KeyBanc Capital Markets October 2010 - July 2014
MD Global Partners December 2009 - October 2010
Mainstream Investment Advisers May 2009 - August 2009
The Partnership for Public Service May 2008 - May 2009
Federal Communications Commission May 2008 - August 2008
Skills
Series 7, Series 63, Series 79, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Capital Markets, Due Diligence, Equities, Equity Research, FINRA, Mergers, Valuation
Education
Duke University - The Fuqua School of Business 2009 — 2010
Masters, Management Studies
Duke University 2005 — 2009
Bachelors, Public Policy and Economics
Saint Xavier High School, Louisville, KY 2001 — 2005
High School
Joseph Marchwinski Joseph Marchwinski's Moelis & Company Experience September 2015 - Present
Job Administrative Support Professional
Industry Investment Banking
Experience
Moelis & Company September 2015 - Present
Boston Properties March 2014 - August 2015
Elkus Manfredi Architects January 2013 - March 2014
Elkus Manfredi Architects January 2013 - July 2013
Target October 2011 - March 2012
Hartwick College Office of Admissions August 2010 - May 2011
Hartwick College Office of Residential Life August 2010 - May 2011
Hartwick College Office of Admissions August 2008 - May 2010
Hartwick College Office of Residential Life August 2008 - May 2010
Skills
Office Administration, Vendor Management, Corporate Events, Invoicing, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Internet Explorer, Customer Service, Event Planning, Public Speaking, German, French, Admissions, Presentations, Interviewing Skills, Writing, Editing, Qualitative Research
Education
Hartwick College 2007 — 2011
Bachelor of Arts, History, Political Science, German
Bethel High School 2003 — 2007
Moelis & Company September 2015 - Present
Boston Properties March 2014 - August 2015
Elkus Manfredi Architects January 2013 - March 2014
Elkus Manfredi Architects January 2013 - July 2013
Target October 2011 - March 2012
Hartwick College Office of Admissions August 2010 - May 2011
Hartwick College Office of Residential Life August 2010 - May 2011
Hartwick College Office of Admissions August 2008 - May 2010
Hartwick College Office of Residential Life August 2008 - May 2010
Skills
Office Administration, Vendor Management, Corporate Events, Invoicing, Adobe Creative Suite, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Internet Explorer, Customer Service, Event Planning, Public Speaking, German, French, Admissions, Presentations, Interviewing Skills, Writing, Editing, Qualitative Research
Education
Hartwick College 2007 — 2011
Bachelor of Arts, History, Political Science, German
Bethel High School 2003 — 2007
Jonathan Szwec's Moelis & Company Experience 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2015 - Present
CIBC World Markets 2014 - 2015
Ivey Business School September 2013 - April 2014
CIBC World Markets May 2013 - August 2013
Scotiabank 2011 - 2012
Skills
Banking, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Bloomberg, Corporate Finance, Data Analysis, Teamwork, Microsoft Excel, PowerPoint
Education
Ivey Business School at Western University 2010 — 2014
HBA, Finance, Dean's Honor List (top 25% throughout program), With Distinction
The University of Western Ontario 2010 — 2012
English Literature, Completed second year with a 3.9/4.0 GPA
Crescent School 2000 — 2010
Secondary School
Moelis & Company 2015 - Present
CIBC World Markets 2014 - 2015
Ivey Business School September 2013 - April 2014
CIBC World Markets May 2013 - August 2013
Scotiabank 2011 - 2012
Skills
Banking, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Bloomberg, Corporate Finance, Data Analysis, Teamwork, Microsoft Excel, PowerPoint
Education
Ivey Business School at Western University 2010 — 2014
HBA, Finance, Dean's Honor List (top 25% throughout program), With Distinction
The University of Western Ontario 2010 — 2012
English Literature, Completed second year with a 3.9/4.0 GPA
Crescent School 2000 — 2010
Secondary School
Dwight Kost's Moelis & Company Experience July 2012 - July 2014
Job Private Equity Associate at Madison Dearborn Partners, LLC
Industry Financial Services
Experience
Madison Dearborn Partners, LLC July 2014 - Present
Moelis & Company July 2012 - July 2014
Kelley School of Business May 2011 - July 2012
Moelis & Company June 2011 - August 2011
McAfee Security April 2011 - May 2011
Kelley School of Business August 2010 - May 2011
PricewaterhouseCoopers 2010 - 2010
Skills
Financial Accounting, Financial Modeling, Investment Banking
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Accounting and Finance
Madison Dearborn Partners, LLC July 2014 - Present
Moelis & Company July 2012 - July 2014
Kelley School of Business May 2011 - July 2012
Moelis & Company June 2011 - August 2011
McAfee Security April 2011 - May 2011
Kelley School of Business August 2010 - May 2011
PricewaterhouseCoopers 2010 - 2010
Skills
Financial Accounting, Financial Modeling, Investment Banking
Education
Indiana University - Kelley School of Business 2007 — 2011
B.S., Accounting and Finance
Nick Seshadri's Moelis & Company Experience June 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
Nomura July 2014 - June 2015
Apollo Global Management LLC June 2013 - August 2013
Skills
Economics, Due Diligence, Stata, Financial Modeling, Investment Banking, Valuation, Bloomberg Terminal, Bloomberg, Financial Analysis, Violin
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French, Magna Cum Laude
Sciences Po Paris 2012 — 2012
Exchange Student, Political Science and Economics
Trinity School 2006 — 2010
Moelis & Company June 2015 - Present
Nomura July 2014 - June 2015
Apollo Global Management LLC June 2013 - August 2013
Skills
Economics, Due Diligence, Stata, Financial Modeling, Investment Banking, Valuation, Bloomberg Terminal, Bloomberg, Financial Analysis, Violin
Education
Middlebury College 2010 — 2014
Bachelor of Arts (B.A.), Economics and French, Magna Cum Laude
Sciences Po Paris 2012 — 2012
Exchange Student, Political Science and Economics
Trinity School 2006 — 2010
John Leale John Leale's Moelis & Company Experience August 2011 - May 2012
Job Senior Financial Analyst at Henri Bendel
Industry Apparel & Fashion
Experience
Henri Bendel February 2015 - Present
Victoria's Secret August 2012 - February 2015
Barneys New York May 2012 - July 2012
Moelis & Company August 2011 - May 2012
Nomura Corporate Research and Asset Management May 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Concur, Financial Modeling, Financial Analysis, Bloomberg Terminal
Education
Fairfield University 2008 — 2011
Bachelor of Science, Finance, English
Seton Hall University 2007 — 2008
Finance
St. Peter's Preparatory School 2003 — 2007
Henri Bendel February 2015 - Present
Victoria's Secret August 2012 - February 2015
Barneys New York May 2012 - July 2012
Moelis & Company August 2011 - May 2012
Nomura Corporate Research and Asset Management May 2009 - August 2009
Skills
Bloomberg, Microsoft Excel, PowerPoint, Microsoft Word, Concur, Financial Modeling, Financial Analysis, Bloomberg Terminal
Education
Fairfield University 2008 — 2011
Bachelor of Science, Finance, English
Seton Hall University 2007 — 2008
Finance
St. Peter's Preparatory School 2003 — 2007
Cheryl Ocana Cheryl Ocana's Moelis & Company Experience September 2012 - Present
Job Executive Assistant at Moelis & Company
Industry Executive Office
Experience
Moelis & Company September 2012 - Present
McKinsey & Company April 2012 - September 2012
Aspen Insurance February 2012 - April 2012
Novo Nordisk August 2010 - May 2011
McKinsey & Company June 2010 - August 2010
GMAC March 2009 - February 2010
Avon Products August 2006 - February 2009
Capezio Ballet Makers Inc. March 2004 - August 2006
Goldman Sachs January 2004 - February 2004
American Red Cross, Southeastern Pennsylvania Chapter July 2000 - February 2003
Skills
Event Management, Human Resources, Marketing
Education
King's College 1996 — 2000
Bachelor's of Arts, English
Regents College-London, England 1998 — 1999
Bachelor of Arts, English/Marketing
Moelis & Company September 2012 - Present
McKinsey & Company April 2012 - September 2012
Aspen Insurance February 2012 - April 2012
Novo Nordisk August 2010 - May 2011
McKinsey & Company June 2010 - August 2010
GMAC March 2009 - February 2010
Avon Products August 2006 - February 2009
Capezio Ballet Makers Inc. March 2004 - August 2006
Goldman Sachs January 2004 - February 2004
American Red Cross, Southeastern Pennsylvania Chapter July 2000 - February 2003
Skills
Event Management, Human Resources, Marketing
Education
King's College 1996 — 2000
Bachelor's of Arts, English
Regents College-London, England 1998 — 1999
Bachelor of Arts, English/Marketing
Jonathan Kaye Jonathan Kaye's Moelis & Company Experience November 2013 - Present
Job Partner & Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis & Company November 2013 - Present
Citi January 2006 - November 2013
Citi 2006 - December 2012
Twin Capital Management LLC 2005 - 2006
Sandell Asset Management 2004 - 2005
Jefferies & Company 2003 - 2005
J.P. Morgan 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Strategy, Hedge Funds, Finance, Business Development, Negotiation, Investments, Corporate Development, Financial Analysis, Divestitures, Corporate Law, Joint Ventures, Business & Industrial...
Education
Duke University
JD cum laude, law
Tufts University
BA, History, Organic Chemistry
Moelis & Company November 2013 - Present
Citi January 2006 - November 2013
Citi 2006 - December 2012
Twin Capital Management LLC 2005 - 2006
Sandell Asset Management 2004 - 2005
Jefferies & Company 2003 - 2005
J.P. Morgan 2000 - 2002
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Private Equity, Strategy, Hedge Funds, Finance, Business Development, Negotiation, Investments, Corporate Development, Financial Analysis, Divestitures, Corporate Law, Joint Ventures, Business & Industrial...
Education
Duke University
JD cum laude, law
Tufts University
BA, History, Organic Chemistry
Debraj Panday Debraj Panday's Moelis & Company Experience April 2014 - April 2015
Job Director of Investments at OwnersCircle
Industry Investment Banking
Experience
OwnersCircle August 2015 - Present
Moelis & Company April 2014 - April 2015
Barclays June 2012 - March 2014
English Program in Korea January 2010 - August 2010
Piper Jaffray January 2008 - December 2009
Simmons & Company International May 2006 - December 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equity Research, Private Equity, Financial Analysis, Capital Markets, Equities, Investments, Portfolio Management, Due Diligence, Mergers, Hedge Funds, Strategy, Management Consulting, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
Emory University 2010 — 2012
MBA, Finance, General
Tulane University 2002 — 2006
BSM, Finance/Economics
OwnersCircle August 2015 - Present
Moelis & Company April 2014 - April 2015
Barclays June 2012 - March 2014
English Program in Korea January 2010 - August 2010
Piper Jaffray January 2008 - December 2009
Simmons & Company International May 2006 - December 2007
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Equity Research, Private Equity, Financial Analysis, Capital Markets, Equities, Investments, Portfolio Management, Due Diligence, Mergers, Hedge Funds, Strategy, Management Consulting, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
Emory University 2010 — 2012
MBA, Finance, General
Tulane University 2002 — 2006
BSM, Finance/Economics
Brian Burton's Moelis & Company Experience July 2013 - December 2014
Job Operations and Logistics Manager at Uber Technologies
Industry Transportation/Trucking/Railroad
Experience
Uber February 2015 - Present
Moelis & Company July 2013 - December 2014
Morgan Stanley May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Bain & Company 2011 - 2011
Bain & Company 2011 - 2011
Morgan Stanley June 2010 - August 2010
St. Paul's School April 2009 - March 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Capital IQ, Windows Sharepoint..., ThomsonOne
Education
Harvard University 2009 — 2013
Bachelor's degree, Government
St. Paul's School 2005 — 2009
Uber February 2015 - Present
Moelis & Company July 2013 - December 2014
Morgan Stanley May 2012 - August 2012
Goldman Sachs May 2011 - August 2011
Bain & Company 2011 - 2011
Bain & Company 2011 - 2011
Morgan Stanley June 2010 - August 2010
St. Paul's School April 2009 - March 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stata, Capital IQ, Windows Sharepoint..., ThomsonOne
Education
Harvard University 2009 — 2013
Bachelor's degree, Government
St. Paul's School 2005 — 2009
Gabriel Wiseman Gabriel Wiseman's Moelis & Company Experience May 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2015 - Present
RBC Capital Markets July 2014 - May 2015
BNP Paribas June 2013 - August 2013
Goldman Sachs June 2011 - August 2011
Education
New York University 2010 — 2014
Bachelor of Arts, Economics
TABC High School 2005 — 2009
Moelis & Company May 2015 - Present
RBC Capital Markets July 2014 - May 2015
BNP Paribas June 2013 - August 2013
Goldman Sachs June 2011 - August 2011
Education
New York University 2010 — 2014
Bachelor of Arts, Economics
TABC High School 2005 — 2009
Mervyn Han's Moelis & Company Experience April 2015 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2015 - Present
J.P. Morgan January 2015 - April 2015
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Publicis Groupe June 2007 - April 2009
Williams-Sonoma, Inc. June 2005 - June 2007
Bain & Company 2004 - 2005
Prudential Financial June 2002 - August 2002
Blue Cross Blue Shield of Massachusetts June 2001 - August 2001
Skills
Financial Modeling, Strategy, Valuation, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Due Diligence, Investment Banking, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Harvard University 1999 — 2003
AB
West High School 1996 — 1999
Moelis & Company April 2015 - Present
J.P. Morgan January 2015 - April 2015
J.P. Morgan July 2011 - January 2015
J.P. Morgan June 2010 - August 2010
Publicis Groupe June 2007 - April 2009
Williams-Sonoma, Inc. June 2005 - June 2007
Bain & Company 2004 - 2005
Prudential Financial June 2002 - August 2002
Blue Cross Blue Shield of Massachusetts June 2001 - August 2001
Skills
Financial Modeling, Strategy, Valuation, Financial Analysis, Business Strategy, Management Consulting, Corporate Finance, Due Diligence, Investment Banking, Analysis
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA
Harvard University 1999 — 2003
AB
West High School 1996 — 1999
Kunal Jain Kunal Jain's Moelis & Company Experience July 2011 - July 2013
Job Senior Associate at Industry Ventures
Industry Venture Capital & Private Equity
Experience
Industry Ventures August 2015 - Present
Industry Ventures August 2013 - July 2015
Moelis & Company July 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Private Equity, LBO, Equities, Economics, Fixed Income, Due Diligence, Emerging Markets, Financial Analysis, High Yield, Venture Capital
Education
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics, Markets & Management, Magna Cum Laude, Highest Distinction
London School of Economics and Political Science
Corona Del Sol
Industry Ventures August 2015 - Present
Industry Ventures August 2013 - July 2015
Moelis & Company July 2011 - July 2013
J.P. Morgan June 2010 - August 2010
Skills
Valuation, Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Private Equity, LBO, Equities, Economics, Fixed Income, Due Diligence, Emerging Markets, Financial Analysis, High Yield, Venture Capital
Education
Duke University 2007 — 2011
Bachelor of Science (B.S.), Economics, Markets & Management, Magna Cum Laude, Highest Distinction
London School of Economics and Political Science
Corona Del Sol
Felix Boisse's Moelis & Company Experience June 2013 - August 2013
Job Analyst at Maverick Capital
Industry Investment Management
Experience
Maverick Capital 2015 - Present
Centerview Partners 2014 - 2015
Moelis & Company June 2013 - August 2013
BRP May 2012 - August 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honors Business Administration with Distinction, Finance
Stanstead College 2007 — 2010
High School
Maverick Capital 2015 - Present
Centerview Partners 2014 - 2015
Moelis & Company June 2013 - August 2013
BRP May 2012 - August 2012
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2014
Bachelor of Arts, Honors Business Administration with Distinction, Finance
Stanstead College 2007 — 2010
High School
Andrew Stewart Andrew Stewart's Moelis & Company Experience May 2009 - August 2009
Job Vice President at Ares Management
Industry Financial Services
Experience
Ares Management October 2014 - Present
Arrowhead Mezzanine June 2014 - October 2014
Arrowhead Mezzanine June 2010 - June 2014
Moelis & Company May 2009 - August 2009
Arrowhead Mezzanine May 2006 - May 2008
Merrill Lynch June 2004 - June 2006
Skills
Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Middlebury College 2000 — 2004
Ares Management October 2014 - Present
Arrowhead Mezzanine June 2014 - October 2014
Arrowhead Mezzanine June 2010 - June 2014
Moelis & Company May 2009 - August 2009
Arrowhead Mezzanine May 2006 - May 2008
Merrill Lynch June 2004 - June 2006
Skills
Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA, Finance
Middlebury College 2000 — 2004
Rita Tendolkar's Moelis & Company Experience August 2011 - July 2015
Job Corporate Counsel
Industry Law Practice
Experience
Moelis & Company August 2011 - July 2015
Peerless Systems Corp. 2009 - August 2011
Skadden, Arps, Slate, Meagher & Flom LLP 2000 - 2008
Skills
Corporate Law, Securities, Mergers, Acquisitions, Corporate Governance, Due Diligence, Mergers & Acquisitions, Private Equity, Securities Regulation, Venture Capital, M&A experience
Education
Massachusetts Institute of Technology
S.B., Mathematics with Minor in Economics
New York University School of Law
JD, Law
Moelis & Company August 2011 - July 2015
Peerless Systems Corp. 2009 - August 2011
Skadden, Arps, Slate, Meagher & Flom LLP 2000 - 2008
Skills
Corporate Law, Securities, Mergers, Acquisitions, Corporate Governance, Due Diligence, Mergers & Acquisitions, Private Equity, Securities Regulation, Venture Capital, M&A experience
Education
Massachusetts Institute of Technology
S.B., Mathematics with Minor in Economics
New York University School of Law
JD, Law
Janet Jin's Moelis & Company Experience June 2010 - August 2010
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - August 2014
McMaster-Carr September 2012 - August 2013
McKinsey & Company July 2011 - September 2012
Moelis & Company June 2010 - August 2010
Hidden River, LLC January 2010 - May 2010
Cisco Systems January 2009 - December 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2007 — 2011
B.S., Business Administration / Biology
J.P. Morgan June 2014 - August 2014
McMaster-Carr September 2012 - August 2013
McKinsey & Company July 2011 - September 2012
Moelis & Company June 2010 - August 2010
Hidden River, LLC January 2010 - May 2010
Cisco Systems January 2009 - December 2009
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2007 — 2011
B.S., Business Administration / Biology
Kevin Voelte Kevin Voelte's Moelis & Company Experience January 2015 - Present
Job Senior Vice President at Moelis & Company (Oil and Gas Group)
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
Moelis & Company January 2012 - January 2015
Moelis & Company October 2011 - January 2012
Goldman Sachs July 2008 - August 2011
National Ready Mixed Concrete Association August 2005 - July 2006
National Ready Mixed Concrete Association April 2003 - August 2005
National Ready Mixed Concrete Association June 2002 - April 2003
Skills
Financial Analysis, Valuation, Capital Markets, Investment Banking, Leadership, Financial Modeling, Strategic Planning, Private Equity, Leadership Development, Corporate Finance, Equity Research, Business Valuation, M&A experience, DCF, Mergers & Acquisitions, Finance, Equities, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, 4.11 / 4.00
Wayne State College 1998 — 2002
Bachelor of Science (B.S.) with Honors, Finance and Economics, 3.97 / 4.00
Georgetown University 2001 — 2001
Non-Degree Program, Bryce Harlow Institute on Business and Government Affairs, 4.00 / 4.00
Moelis & Company January 2015 - Present
Moelis & Company January 2012 - January 2015
Moelis & Company October 2011 - January 2012
Goldman Sachs July 2008 - August 2011
National Ready Mixed Concrete Association August 2005 - July 2006
National Ready Mixed Concrete Association April 2003 - August 2005
National Ready Mixed Concrete Association June 2002 - April 2003
Skills
Financial Analysis, Valuation, Capital Markets, Investment Banking, Leadership, Financial Modeling, Strategic Planning, Private Equity, Leadership Development, Corporate Finance, Equity Research, Business Valuation, M&A experience, DCF, Mergers & Acquisitions, Finance, Equities, Due Diligence
Education
Rice University - Jesse H. Jones Graduate School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance, 4.11 / 4.00
Wayne State College 1998 — 2002
Bachelor of Science (B.S.) with Honors, Finance and Economics, 3.97 / 4.00
Georgetown University 2001 — 2001
Non-Degree Program, Bryce Harlow Institute on Business and Government Affairs, 4.00 / 4.00
Joanna Valk's Moelis & Company Experience June 2012 - August 2012
Job Analyst at BlackRock
Industry Public Policy
Experience
BlackRock August 2013 - Present
Moelis & Company June 2012 - August 2012
Madison Square Garden June 2011 - August 2011
Sunday Suppers August 2005 - August 2010
Skills
Social Media, Management
Education
Duke University 2009 — 2013
Public Policy Major, Theatre Minor
Wilton High School 2005 — 2009
BlackRock August 2013 - Present
Moelis & Company June 2012 - August 2012
Madison Square Garden June 2011 - August 2011
Sunday Suppers August 2005 - August 2010
Skills
Social Media, Management
Education
Duke University 2009 — 2013
Public Policy Major, Theatre Minor
Wilton High School 2005 — 2009
Yvonne Greenstreet Yvonne Greenstreet's Moelis & Company Experience February 2015 - Present
Job Senior Executive, Board Director and Advisor
Industry Pharmaceuticals
Experience
Moelis & Company February 2015 - Present
Indivior PLC December 2014 - Present
Advanced Accelerator Applications June 2014 - Present
Pacira Pharmaceuticals, Inc. March 2014 - Present
Bill and Melinda Gates Foundation May 2013 - Present
Pfizer December 2010 - Present
Glaxo SmithKline 2008 - November 2010
Skills
Clinical Development, Drug Development, Biotechnology, Pharmaceutical Industry, Oncology, Clinical Trials, Drug Discovery, R&D, Technology Transfer, Product Launch, Medical Affairs, Biopharmaceuticals, Urology
Education
INSEAD
MBA
University of Leeds 1980 — 1985
MBChB, Medicine
Moelis & Company February 2015 - Present
Indivior PLC December 2014 - Present
Advanced Accelerator Applications June 2014 - Present
Pacira Pharmaceuticals, Inc. March 2014 - Present
Bill and Melinda Gates Foundation May 2013 - Present
Pfizer December 2010 - Present
Glaxo SmithKline 2008 - November 2010
Skills
Clinical Development, Drug Development, Biotechnology, Pharmaceutical Industry, Oncology, Clinical Trials, Drug Discovery, R&D, Technology Transfer, Product Launch, Medical Affairs, Biopharmaceuticals, Urology
Education
INSEAD
MBA
University of Leeds 1980 — 1985
MBChB, Medicine
Brian Quach Brian Quach's Moelis & Company Experience 2011 - 2011
Job Associate at L.E.K.
Industry Management Consulting
Experience
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
Peter Tang's Moelis & Company Experience July 2012 - June 2014
Job Private Equity Associate at KKR
Industry Venture Capital & Private Equity
Experience
KKR July 2014 - Present
Moelis & Company July 2012 - June 2014
Richard Ivey School of Business September 2010 - April 2012
Moelis & Company June 2011 - August 2011
Cedar Street Capital, LLC May 2010 - July 2010
InfoEd Global October 2007 - March 2010
Premier Consulting Group May 2009 - August 2009
Skills
Financial Modeling, Valuation, Entrepreneurship, Mergers & Acquisitions, Bloomberg, Market Analysis, Economics, Equities, Microsoft Excel, Financial Analysis, Time Management, Corporate Finance, Investment Banking, Data Analysis, Private Equity, Research, Finance, Venture Capital, Marketing
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Bachelor of Arts (BA), Honors Business Administration
KKR July 2014 - Present
Moelis & Company July 2012 - June 2014
Richard Ivey School of Business September 2010 - April 2012
Moelis & Company June 2011 - August 2011
Cedar Street Capital, LLC May 2010 - July 2010
InfoEd Global October 2007 - March 2010
Premier Consulting Group May 2009 - August 2009
Skills
Financial Modeling, Valuation, Entrepreneurship, Mergers & Acquisitions, Bloomberg, Market Analysis, Economics, Equities, Microsoft Excel, Financial Analysis, Time Management, Corporate Finance, Investment Banking, Data Analysis, Private Equity, Research, Finance, Venture Capital, Marketing
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Bachelor of Arts (BA), Honors Business Administration
Jessica A. Somers Jessica A. Somers's Moelis & Company Experience July 2010 - November 2014
Job Senior Director, Corporate Development
Industry Hospital & Health Care
Experience
Moelis & Company July 2010 - November 2014
CIVC Partners July 2006 - June 2008
McColl Partners (now Deloitte Corporate Finance) June 2004 - June 2006
Skills
Finance, Mergers & Acquisitions, Restructuring, Business Valuation, Valuation, Private Equity, Business Strategy, Financial Modeling, DCF, Investment Banking, Capital Raising, Debt & Equity Capital..., Strategic Planning, Corporate Finance, Debt Restructuring, Financial Analysis, LBO, Corporate Development, Leveraged Finance, Competitive Analysis, Enterprise Valuation, Due Diligence, Capital Markets, Project Management, Fixed Income Analysis, Analytics
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BS, Commerce (Finance and International Business)
University of Virginia 2000 — 2004
BA, Asian Studies
Moelis & Company July 2010 - November 2014
CIVC Partners July 2006 - June 2008
McColl Partners (now Deloitte Corporate Finance) June 2004 - June 2006
Skills
Finance, Mergers & Acquisitions, Restructuring, Business Valuation, Valuation, Private Equity, Business Strategy, Financial Modeling, DCF, Investment Banking, Capital Raising, Debt & Equity Capital..., Strategic Planning, Corporate Finance, Debt Restructuring, Financial Analysis, LBO, Corporate Development, Leveraged Finance, Competitive Analysis, Enterprise Valuation, Due Diligence, Capital Markets, Project Management, Fixed Income Analysis, Analytics
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BS, Commerce (Finance and International Business)
University of Virginia 2000 — 2004
BA, Asian Studies
Andrew Lenjosek's Moelis & Company Experience July 2011 - June 2012
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Thorne Research Canada January 2015 - Present
U Weight Loss Clinics August 2014 - Present
Pure Health Clinics June 2012 - Present
Moelis & Company July 2011 - June 2012
Credit Suisse June 2010 - September 2010
PepsiCo May 2009 - August 2009
RBC Dominion Securities May 2008 - August 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Restructuring, Capital Markets, Financial Analysis, Entrepreneurship, Start-ups, Due Diligence, Investments, Mergers & Acquisitions, Competitive Analysis, Finance, Leveraged Finance, Strategy, Private Equity, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business
Bachelor of Arts, Honors Business Administration
University of Toronto - Rotman School of Management
Bachelor of Commerce, Economics Major
Stephen Edward Puiszis's Moelis & Company Experience June 2011 - August 2011
Job Developer, Analytics Practice Lead at Table XI Partners
Industry Internet
Experience
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
Table XI Partners LLC July 2013 - Present
The Starter League July 2013 - September 2013
Houlihan Lokey July 2012 - April 2013
SproutBox January 2012 - May 2012
Moelis & Company June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Rush University Medical Center June 2009 - August 2009
Hinshaw & Culbertson LLP May 2008 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Credit Risk, Web Development, Programming, Ruby, Ruby on Rails, Data Analysis, Web Strategy, Google Analytics, A/B testing, Early-stage Startups, Entrepreneurship, Venture Capital, Lean Startup, Agile Methodologies, Corporate Finance, Bloomberg, Investment Banking, Capital Markets, Strategy, Private Equity, Economics, Capital IQ, DCF, Business Valuation, Start-ups
Education
Indiana University - Kelley School of Business 2009 — 2012
Business Bachelor of Science with Distinction
Fenwick College Prep 2004 — 2008
Paul Cohen's Moelis & Company Experience October 2010 - April 2013
Job IT Operations Manager at Insight Investment
Industry Information Technology and Services
Experience
Insight Investment August 2015 - Present
Alcoa September 2013 - May 2015
Artisan Partners May 2013 - August 2013
Moelis & Company October 2010 - April 2013
Continuum December 2009 - September 2010
E*Trade Financial March 2003 - November 2009
ABN AMRO Bank N.V. January 2000 - March 2003
IQ Financial August 1998 - December 1999
Barclays Capital August 1997 - August 1998
Equitrac November 1995 - July 1997
Skills
Technical Support, Microsoft Exchange, Windows 7, Troubleshooting, Help Desk Support, IT Service Management, Active Directory, System Administration, Infrastructure, Team Leadership, Desktop Support..., Vendor Management, Blackberry Enterprise..., Executive Support, Microsoft Office, Windows, Blackberry, RSA SecurID, Management, Disaster Recovery, Business Continuity, Enterprise Software, Outlook, ITIL, Trading Systems, Citrix, Windows Server, XP, Information Technology, IT Strategy, IT Management, Wireless Networking, Market Data, Customer Service, Servers, Data Center, Security, System Deployment, Mobile Devices, VPN, Leadership, iPhone, Technical Training, IT Operations, Virtualization, Help Desk Management, VDI, thinkFolio, VMware vSphere
Education
William Paterson University of New Jersey 1988 — 1991
BA, Finance
Embry-Riddle Aeronautical University
Aeronautical Engineering
Insight Investment August 2015 - Present
Alcoa September 2013 - May 2015
Artisan Partners May 2013 - August 2013
Moelis & Company October 2010 - April 2013
Continuum December 2009 - September 2010
E*Trade Financial March 2003 - November 2009
ABN AMRO Bank N.V. January 2000 - March 2003
IQ Financial August 1998 - December 1999
Barclays Capital August 1997 - August 1998
Equitrac November 1995 - July 1997
Skills
Technical Support, Microsoft Exchange, Windows 7, Troubleshooting, Help Desk Support, IT Service Management, Active Directory, System Administration, Infrastructure, Team Leadership, Desktop Support..., Vendor Management, Blackberry Enterprise..., Executive Support, Microsoft Office, Windows, Blackberry, RSA SecurID, Management, Disaster Recovery, Business Continuity, Enterprise Software, Outlook, ITIL, Trading Systems, Citrix, Windows Server, XP, Information Technology, IT Strategy, IT Management, Wireless Networking, Market Data, Customer Service, Servers, Data Center, Security, System Deployment, Mobile Devices, VPN, Leadership, iPhone, Technical Training, IT Operations, Virtualization, Help Desk Management, VDI, thinkFolio, VMware vSphere
Education
William Paterson University of New Jersey 1988 — 1991
BA, Finance
Embry-Riddle Aeronautical University
Aeronautical Engineering
Timothy Fitzsimmons's Moelis & Company Experience August 2015 - Present
Job
Industry Investment Banking
Experience
Moelis & Company August 2015 - Present
Credit Suisse August 2004 - Present
Citigroup June 2000 - August 2004
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Delbarton 1991 — 1995
Memorial Junior School
Memorial Junior School
Moelis & Company August 2015 - Present
Credit Suisse August 2004 - Present
Citigroup June 2000 - August 2004
Education
Georgetown University - The McDonough School of Business 1995 — 1999
BSBA, Finance
Delbarton 1991 — 1995
Memorial Junior School
Memorial Junior School
Chris McGovern's Moelis & Company Experience September 2015 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2015 - Present
UBS Investment Bank August 2011 - August 2015
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting February 2006 - July 2009
Skills
Financial Modeling, Valuation, Management Consulting, Investment Banking, Corporate Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Georgia Institute of Technology 2001 — 2005
B.S.
Moelis & Company September 2015 - Present
UBS Investment Bank August 2011 - August 2015
UBS Investment Bank June 2010 - August 2010
Deloitte Consulting February 2006 - July 2009
Skills
Financial Modeling, Valuation, Management Consulting, Investment Banking, Corporate Finance, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Georgia Institute of Technology 2001 — 2005
B.S.
Luke Li's Moelis & Company Experience 2008 - 2011
Job Investment Professional
Industry Financial Services
Experience
Omega Advisors 2015 - Present
Hutchin Hill Capital 2013 - 2014
Anchorage Capital 2011 - 2013
Moelis & Company 2008 - 2011
Skills
Fixed Income, Financial Modeling, Private Equity, Investment Banking, Valuation
Education
Harvard University 2004 — 2008
BA/MA, Economics/Statistics
Omega Advisors 2015 - Present
Hutchin Hill Capital 2013 - 2014
Anchorage Capital 2011 - 2013
Moelis & Company 2008 - 2011
Skills
Fixed Income, Financial Modeling, Private Equity, Investment Banking, Valuation
Education
Harvard University 2004 — 2008
BA/MA, Economics/Statistics
Frank Grohowski's Moelis & Company Experience 2009 - 2013
Job Corporate Development at Xaxis
Industry Online Media
Experience
Xaxis 2014 - Present
Moelis & Company 2009 - 2013
Banc of America Securities June 2008 - August 2008
Skills
Investment Banking, Corporate Finance, Restructuring, Mergers & Acquisitions, Acquisitions, Private Equity, Financial Modeling, Capital Markets, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Gettysburg College
Xaxis 2014 - Present
Moelis & Company 2009 - 2013
Banc of America Securities June 2008 - August 2008
Skills
Investment Banking, Corporate Finance, Restructuring, Mergers & Acquisitions, Acquisitions, Private Equity, Financial Modeling, Capital Markets, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2007 — 2009
Gettysburg College
Amanda Greenberg, CPA's Moelis & Company Experience December 2012 - April 2013
Job Accountant at Tinicum Enterprises, Inc.
Industry Accounting
Experience
Tinicum Enterprises, Inc. April 2013 - Present
Moelis & Company December 2012 - April 2013
Commonwealth Capital Corp. January 2012 - November 2012
Independence Capital Partners August 2010 - December 2011
The Carlyle Group January 2006 - August 2010
Ernst & Young LLP 2003 - 2005
Skills
Financial Reporting, US GAAP, Accounting, CPA, GAAP
Education
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Tinicum Enterprises, Inc. April 2013 - Present
Moelis & Company December 2012 - April 2013
Commonwealth Capital Corp. January 2012 - November 2012
Independence Capital Partners August 2010 - December 2011
The Carlyle Group January 2006 - August 2010
Ernst & Young LLP 2003 - 2005
Skills
Financial Reporting, US GAAP, Accounting, CPA, GAAP
Education
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Adam Mullinax's Moelis & Company Experience March 2008 - September 2009
Job Principal at Beechwood Capital
Industry Venture Capital & Private Equity
Experience
Beechwood Capital November 2013 - Present
Arlon Capital Partners October 2009 - October 2013
Arlon Group 2009 - October 2013
Moelis & Company March 2008 - September 2009
Education
New York University 2002 — 2006
BS, Finance
New York University - Leonard N. Stern School of Business 2002 — 2006
Beechwood Capital November 2013 - Present
Arlon Capital Partners October 2009 - October 2013
Arlon Group 2009 - October 2013
Moelis & Company March 2008 - September 2009
Education
New York University 2002 — 2006
BS, Finance
New York University - Leonard N. Stern School of Business 2002 — 2006
Joseph Fattizzi's Moelis & Company Experience June 2013 - Present
Job Associate Desktop Manager at Moelis & Company
Industry Information Technology and Services
Experience
Moelis & Company June 2013 - Present
Eden Technologies January 2013 - June 2013
Cablevision Systems March 2012 - December 2012
AllianceBernstein December 2000 - February 2012
TIAA-CREF January 2000 - December 2001
Aerotek June 1997 - November 2000
Zurich Insurance July 1997 - July 2000
Standard Microsystems Corporation 1992 - 1996
Skills
Active Directory, Visual Basic, Batch Files, Windows 7, Windows Vista, Dell KACE, SMS, SCCM, Disaster Recovery, Blackberry, Operating Systems, Troubleshooting, Technical Support, VBScript, Software Documentation, System Deployment, Laptops, Software Installation, Windows, XP, Windows Server, TCP/IP, Powershell, VMware, SharePoint, DNS, Visio, OS X, Scripting, Workstations, MDT, BMC Remedy, Access, Symantec Endpoint..., Hardware, Microsoft Exchange
Education
New York Institute of Technology-Old Westbury 1989 — 1995
Bachelor, Architecture
Moelis & Company June 2013 - Present
Eden Technologies January 2013 - June 2013
Cablevision Systems March 2012 - December 2012
AllianceBernstein December 2000 - February 2012
TIAA-CREF January 2000 - December 2001
Aerotek June 1997 - November 2000
Zurich Insurance July 1997 - July 2000
Standard Microsystems Corporation 1992 - 1996
Skills
Active Directory, Visual Basic, Batch Files, Windows 7, Windows Vista, Dell KACE, SMS, SCCM, Disaster Recovery, Blackberry, Operating Systems, Troubleshooting, Technical Support, VBScript, Software Documentation, System Deployment, Laptops, Software Installation, Windows, XP, Windows Server, TCP/IP, Powershell, VMware, SharePoint, DNS, Visio, OS X, Scripting, Workstations, MDT, BMC Remedy, Access, Symantec Endpoint..., Hardware, Microsoft Exchange
Education
New York Institute of Technology-Old Westbury 1989 — 1995
Bachelor, Architecture
Matthew A'Hearn's Moelis & Company Experience April 2009 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2009 - Present
Bank of America Merrill Lynch May 2005 - April 2009
UBS Investment Bank May 2001 - May 2005
Donaldson, Lufkin & Jenrette July 2000 - May 2001
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Indiana University - Kelley School of Business 1996 — 2000
Moelis & Company April 2009 - Present
Bank of America Merrill Lynch May 2005 - April 2009
UBS Investment Bank May 2001 - May 2005
Donaldson, Lufkin & Jenrette July 2000 - May 2001
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Indiana University - Kelley School of Business 1996 — 2000
Sean Wee's Moelis & Company Experience May 2012 - September 2012
Job Partner at Manatt, Phelps & Phillips, LLP
Industry Law Practice
Experience
Manatt, Phelps & Phillips, LLP August 2012 - Present
Moelis & Company May 2012 - September 2012
Dewey & LeBoeuf LLP September 2000 - May 2012
Skills
Mergers & Acquisitions, Investment Banking
Education
Temple University - James E. Beasley School of Law 1997 — 2000
JD
Emory University 1991 — 1994
BA, Economics, Classical Studies, History
Salesianum 1987 — 1991
Manatt, Phelps & Phillips, LLP August 2012 - Present
Moelis & Company May 2012 - September 2012
Dewey & LeBoeuf LLP September 2000 - May 2012
Skills
Mergers & Acquisitions, Investment Banking
Education
Temple University - James E. Beasley School of Law 1997 — 2000
JD
Emory University 1991 — 1994
BA, Economics, Classical Studies, History
Salesianum 1987 — 1991
Jarom Fawson's Moelis & Company Experience September 2009 - April 2012
Job Principal at VMG Partners
Industry Investment Management
Experience
VMG Partners May 2012 - Present
Moelis & Company September 2009 - April 2012
UBS Investment Bank January 2005 - July 2009
American Express August 2003 - January 2005
Education
The University of Chicago 2001 — 2003
MBA, Economic, Analytic Finance
New York University 1993 — 1995
BA, Computer Science
Southern Utah University 1991 — 1993
VMG Partners May 2012 - Present
Moelis & Company September 2009 - April 2012
UBS Investment Bank January 2005 - July 2009
American Express August 2003 - January 2005
Education
The University of Chicago 2001 — 2003
MBA, Economic, Analytic Finance
New York University 1993 — 1995
BA, Computer Science
Southern Utah University 1991 — 1993
Ankush Gupta's Moelis & Company Experience 2012 - Present
Job Investment Banker at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2012 - Present
Morgan Keegan / Raymond James 2010 - 2012
NYU Stern School of Business August 2009 - May 2010
Michael Price Student Investment Fund (NYU Stern Endowment Fund) August 2009 - May 2010
East Wind Advisors 2010 - 2010
East Wind Advisors, LLC May 2009 - September 2009
Infosys Technologies Ltd August 2006 - August 2008
Infosys Technologies Ltd. August 2004 - August 2006
Skills
M&A experience, M&A due diligence, Financial Modeling, Valuation, Competitive Analysis, Market Analysis, Business Strategy, New Business Development, Product Development, Problem Solving, Strategic Planning, Operational Due..., Mobile Technology, Mobile Communications, Mobile Internet, Mobile Payments, Mobile Advertising, Communication Equipment, Unified Communications, Internet, Digital Media, Digital Games, Mobile Games, Social Media, Cloud Computing, Cloud Security, Cloud Applications, Data Center, Due Diligence, Investments, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Punjab Engineering College 2000 — 2004
BE, Electrical Engineering
Indian Institute of Technology, Kanpur 2003 — 2003
Summer Internship, Electrical and Electronics Engineering Dept
Moelis & Company 2012 - Present
Morgan Keegan / Raymond James 2010 - 2012
NYU Stern School of Business August 2009 - May 2010
Michael Price Student Investment Fund (NYU Stern Endowment Fund) August 2009 - May 2010
East Wind Advisors 2010 - 2010
East Wind Advisors, LLC May 2009 - September 2009
Infosys Technologies Ltd August 2006 - August 2008
Infosys Technologies Ltd. August 2004 - August 2006
Skills
M&A experience, M&A due diligence, Financial Modeling, Valuation, Competitive Analysis, Market Analysis, Business Strategy, New Business Development, Product Development, Problem Solving, Strategic Planning, Operational Due..., Mobile Technology, Mobile Communications, Mobile Internet, Mobile Payments, Mobile Advertising, Communication Equipment, Unified Communications, Internet, Digital Media, Digital Games, Mobile Games, Social Media, Cloud Computing, Cloud Security, Cloud Applications, Data Center, Due Diligence, Investments, Mergers & Acquisitions, Investment Banking, Capital Markets, Strategy, Financial Analysis, Corporate Finance, Portfolio Management, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
MBA, Finance
Punjab Engineering College 2000 — 2004
BE, Electrical Engineering
Indian Institute of Technology, Kanpur 2003 — 2003
Summer Internship, Electrical and Electronics Engineering Dept
Leon Revich'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 - December 2013
Moelis & Company June 2008 - June 2010
Bear Stearns July 2007 - July 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Restructuring, Mergers & Acquisitions, Capital Markets, Capital Raising, Corporate Finance, Corporate Development, Investment Banking, DCF Valuation, Private Placements, Due Diligence, LBO, Bloomberg, Finance, Private Equity
Education
Indiana University - Kelley School of Business 2003 — 2007
Indiana University Bloomington 2003 — 2007
B.S., Finance, International Business
Moelis & Company January 2014 - Present
Moelis & Company July 2010 - December 2013
Moelis & Company June 2008 - June 2010
Bear Stearns July 2007 - July 2008
Skills
Valuation, Financial Analysis, Financial Modeling, Restructuring, Mergers & Acquisitions, Capital Markets, Capital Raising, Corporate Finance, Corporate Development, Investment Banking, DCF Valuation, Private Placements, Due Diligence, LBO, Bloomberg, Finance, Private Equity
Education
Indiana University - Kelley School of Business 2003 — 2007
Indiana University Bloomington 2003 — 2007
B.S., Finance, International Business
David Alpert's Moelis & Company Experience July 2010 - February 2012
Job Accenture
Industry Management Consulting
Nicholas Kurtenbach's Moelis & Company Experience June 2014 - August 2014
Job
Industry Investment Banking
Experience
Capital Point Partners 2013 - May 2015
Moelis & Company June 2014 - August 2014
OmniTRAX, Inc. November 2011 - March 2013
The Broe Group October 2010 - November 2011
OmniTRAX, Inc. October 2008 - September 2010
Janus Capital Group March 2008 - November 2008
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Negotiation, Portfolio Management, Mergers & Acquisitions, Risk Management, Finance, Leadership, Valuation, Due Diligence, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Energy
University of Kansas 2003 — 2007
Bachelor's degree, Economics
Capital Point Partners 2013 - May 2015
Moelis & Company June 2014 - August 2014
OmniTRAX, Inc. November 2011 - March 2013
The Broe Group October 2010 - November 2011
OmniTRAX, Inc. October 2008 - September 2010
Janus Capital Group March 2008 - November 2008
Skills
Financial Analysis, Financial Modeling, Strategic Planning, Negotiation, Portfolio Management, Mergers & Acquisitions, Risk Management, Finance, Leadership, Valuation, Due Diligence, Investment Banking
Education
Rice University - Jesse H. Jones Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Energy
University of Kansas 2003 — 2007
Bachelor's degree, Economics
Rachel Murray's Moelis & Company Experience July 2014 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Moelis & Company November 2009 - June 2012
Deloitte September 2007 - November 2009
Skills
Financial Modeling, Private Equity, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2006 — 2007
Master's degree, Accounting
Harvard University 2002 — 2006
AB, Government
Moelis & Company July 2014 - Present
Moelis & Company November 2009 - June 2012
Deloitte September 2007 - November 2009
Skills
Financial Modeling, Private Equity, Corporate Finance, Valuation, Investment Banking, Financial Analysis, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Finance and Management
University of Southern California - Marshall School of Business 2006 — 2007
Master's degree, Accounting
Harvard University 2002 — 2006
AB, Government
Ryan P. McCrudden's Moelis & Company Experience September 2010 - September 2012
Job HR Consultant at Cigna Corporation
Industry Human Resources
Experience
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Dom Petrosino's Moelis & Company Experience January 2009 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2009 - Present
Bear Stearns 2000 - 2008
Education
New York University
Finance
Moelis & Company January 2009 - Present
Bear Stearns 2000 - 2008
Education
New York University
Finance
David Xia's Moelis & Company Experience July 2012 - June 2014
Job Private Equity Associate at Angelo, Gordon & Co.
Industry Financial Services
Experience
Angelo, Gordon & Co. July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
BS in Business, Finance & Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Angelo, Gordon & Co. July 2014 - Present
Moelis & Company July 2012 - June 2014
Moelis & Company June 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
BS in Business, Finance & Business Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Finance
Nick Edquist's Moelis & Company Experience July 2012 - July 2014
Job MBA Candidate The Wharton School, University of Pennsylvania
Industry Higher Education
Experience
Raymond James Financial, Inc. June 2015 - August 2015
Moelis & Company July 2012 - July 2014
ESPN January 2012 - June 2012
Moelis & Company July 2010 - December 2011
GMAC May 2009 - August 2009
Verizon Wireless May 2007 - August 2008
Skills
Economics, Private Placements, Banking, Access, Credit, Management Consulting, PowerPoint, Forecasting, Financial Accounting, Business Strategy, Business Analysis, Debt Restructuring, Microsoft Office, Market Research, Equity Research, Business Development, Bloomberg Terminal, Auditing, Sarbanes-Oxley Act, Venture Capital
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & International Business
Universidad de Sevilla 2009 — 2009
N/A, Business
Raymond James Financial, Inc. June 2015 - August 2015
Moelis & Company July 2012 - July 2014
ESPN January 2012 - June 2012
Moelis & Company July 2010 - December 2011
GMAC May 2009 - August 2009
Verizon Wireless May 2007 - August 2008
Skills
Economics, Private Placements, Banking, Access, Credit, Management Consulting, PowerPoint, Forecasting, Financial Accounting, Business Strategy, Business Analysis, Debt Restructuring, Microsoft Office, Market Research, Equity Research, Business Development, Bloomberg Terminal, Auditing, Sarbanes-Oxley Act, Venture Capital
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance & International Business
Universidad de Sevilla 2009 — 2009
N/A, Business
Michael Finkelberg's Moelis & Company Experience July 2011 - February 2013
Job Research Analyst at Snow Park Capital Partners
Industry Investment Management
Experience
Snow Park Capital Partners April 2015 - Present
Luxor Capital February 2013 - March 2015
Moelis & Company July 2011 - February 2013
Goldman Sachs June 2010 - August 2010
NYU August 2009 - May 2010
Merrill Lynch June 2008 - August 2009
Education
New York University 2007 — 2011
BS, Finance and Information Systems
Snow Park Capital Partners April 2015 - Present
Luxor Capital February 2013 - March 2015
Moelis & Company July 2011 - February 2013
Goldman Sachs June 2010 - August 2010
NYU August 2009 - May 2010
Merrill Lynch June 2008 - August 2009
Education
New York University 2007 — 2011
BS, Finance and Information Systems
David Greenwald's Moelis & Company Experience July 2011 - November 2012
Job Investment Analyst at Waratah Capital Advisors Ltd.
Industry Investment Management
Experience
Waratah Capital Advisors Ltd. August 2015 - Present
CPP Investment Board May 2014 - July 2015
CPP Investment Board November 2012 - May 2014
Moelis & Company July 2011 - November 2012
The Rose Corporation May 2010 - September 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Business Administration
Waratah Capital Advisors Ltd. August 2015 - Present
CPP Investment Board May 2014 - July 2015
CPP Investment Board November 2012 - May 2014
Moelis & Company July 2011 - November 2012
The Rose Corporation May 2010 - September 2010
Education
The University of Western Ontario - Richard Ivey School of Business 2007 — 2011
HBA, Business Administration
Evan Stanleigh's Moelis & Company Experience June 2010 - August 2010
Job Analyst at Cadian Capital
Industry Investment Management
Experience
Cadian Capital August 2015 - Present
The Carlyle Group July 2013 - July 2015
Goldman Sachs July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
Ivey Business School at Western University 2007 — 2011
Cadian Capital August 2015 - Present
The Carlyle Group July 2013 - July 2015
Goldman Sachs July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
Ivey Business School at Western University 2007 — 2011
Jeffrey Leone's Moelis & Company Experience July 2011 - July 2013
Job Vice President at Hawkins Way Capital
Industry Real Estate
Experience
Hawkins Way Capital January 2014 - Present
Moelis & Company July 2011 - July 2013
Luxor Capital Group September 2010 - July 2011
Moelis & Company June 2010 - August 2010
Warner Music Group June 2009 - August 2009
Skills
Valuation, Private Equity, Bloomberg, Financial Modeling, Investment Banking, Corporate Finance, Company Valuation, Investment Valuation, DCF, Leveraged Finance
Education
Northwestern University 2006 — 2010
Bachelor of ArtsClass of 2010, History, Business
Delbarton 2002 — 2006
High School Diploma
Hawkins Way Capital January 2014 - Present
Moelis & Company July 2011 - July 2013
Luxor Capital Group September 2010 - July 2011
Moelis & Company June 2010 - August 2010
Warner Music Group June 2009 - August 2009
Skills
Valuation, Private Equity, Bloomberg, Financial Modeling, Investment Banking, Corporate Finance, Company Valuation, Investment Valuation, DCF, Leveraged Finance
Education
Northwestern University 2006 — 2010
Bachelor of ArtsClass of 2010, History, Business
Delbarton 2002 — 2006
High School Diploma
Alexis Manganiello's Moelis & Company Experience May 2015 - Present
Job Campus Program at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2015 - Present
RBS Corporate & Institutional Banking January 2013 - May 2015
The McIntyre Group September 2011 - January 2013
Chalk & Vermilion Fine Arts August 2009 - September 2011
Robert Half International December 2007 - July 2009
Greenfield Online January 2006 - June 2006
Skills
Recruiting, Account Management, Microsoft Excel, Temporary Staffing, Microsoft Office, Talent Acquisition, Management, Management Development, Finance, Financial Services, Network Services, Financial Analysis, Human Resources, Leadership, Sales, PowerPoint, Consulting, Marketing, Microsoft Word
Education
Fairfield University 2011 — 2014
Master's Degree, Clinical and Mental Health Counseling
Fairfield University 2002 — 2006
B.A., Communication, Pre-Law
Scranton Prep 1998 — 2002
Thomas M. Cooley Law School
Moelis & Company May 2015 - Present
RBS Corporate & Institutional Banking January 2013 - May 2015
The McIntyre Group September 2011 - January 2013
Chalk & Vermilion Fine Arts August 2009 - September 2011
Robert Half International December 2007 - July 2009
Greenfield Online January 2006 - June 2006
Skills
Recruiting, Account Management, Microsoft Excel, Temporary Staffing, Microsoft Office, Talent Acquisition, Management, Management Development, Finance, Financial Services, Network Services, Financial Analysis, Human Resources, Leadership, Sales, PowerPoint, Consulting, Marketing, Microsoft Word
Education
Fairfield University 2011 — 2014
Master's Degree, Clinical and Mental Health Counseling
Fairfield University 2002 — 2006
B.A., Communication, Pre-Law
Scranton Prep 1998 — 2002
Thomas M. Cooley Law School
Ravi Mani's Moelis & Company Experience April 2013 - February 2014
Job Vice President at Bank of America (Retail Investment Banking)
Industry Investment Banking
Experience
Bank of America March 2014 - Present
Moelis & Company April 2013 - February 2014
Bank of America June 2004 - May 2012
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, M&A experience, M&A Modeling, M&A execution
Education
New York University 2000 — 2004
Finance & Actuarial Science
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, Actuarial Science
Bank of America March 2014 - Present
Moelis & Company April 2013 - February 2014
Bank of America June 2004 - May 2012
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, M&A experience, M&A Modeling, M&A execution
Education
New York University 2000 — 2004
Finance & Actuarial Science
New York University - Leonard N. Stern School of Business 2000 — 2004
BS, Finance, Actuarial Science
Anthony Guagliano's Moelis & Company Experience July 2007 - December 2010
Job Managing Director at The Gores Group
Industry Venture Capital & Private Equity
Experience
The Gores Group January 2011 - Present
Moelis & Company July 2007 - December 2010
Skills
LBO, M&A experience, Capital Markets, Investment Banking, Private Placements, Private Equity, Due Diligence, Leveraged Finance, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Valuation, Investments, Divestitures, Hedge Funds, Mergers & Acquisitions, Restructuring
Education
Ivey Business School at Western University 1994 — 1998
Business
The Gores Group January 2011 - Present
Moelis & Company July 2007 - December 2010
Skills
LBO, M&A experience, Capital Markets, Investment Banking, Private Placements, Private Equity, Due Diligence, Leveraged Finance, Financial Modeling, Corporate Finance, Corporate Development, Venture Capital, Valuation, Investments, Divestitures, Hedge Funds, Mergers & Acquisitions, Restructuring
Education
Ivey Business School at Western University 1994 — 1998
Business
Edoardo Irrera's Moelis & Company Experience July 2010 - August 2010
Job Vice President at Evercore
Industry Investment Banking
Experience
Moelis & Company July 2010 - August 2010
Morgan Stanley July 2006 - July 2009
Citi June 2005 - September 2005
JP Morgan February 2004 - June 2004
Skills
Investment Banking, Negotiation, Rights Issues, Company Valuation, Capital Markets, Mergers, Restructuring, Asset Managment, IPO
Education
INSEAD 2010 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 2004 — 2006
MSc
Università Commerciale 'Luigi Bocconi' 2001 — 2004
BSc
Moelis & Company July 2010 - August 2010
Morgan Stanley July 2006 - July 2009
Citi June 2005 - September 2005
JP Morgan February 2004 - June 2004
Skills
Investment Banking, Negotiation, Rights Issues, Company Valuation, Capital Markets, Mergers, Restructuring, Asset Managment, IPO
Education
INSEAD 2010 — 2010
MBA
Università Commerciale 'Luigi Bocconi' 2004 — 2006
MSc
Università Commerciale 'Luigi Bocconi' 2001 — 2004
BSc
Jeffrey Lanes's Moelis & Company Experience July 2011 - June 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Castle Harlan July 2013 - June 2015
Moelis & Company July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Investment Banking, LBO, Valuation, Mergers & Acquisitions, Financial Modeling, Private Equity, M&A experience
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Castle Harlan July 2013 - June 2015
Moelis & Company July 2011 - June 2013
Bank of America Merrill Lynch June 2010 - August 2010
Skills
Investment Banking, LBO, Valuation, Mergers & Acquisitions, Financial Modeling, Private Equity, M&A experience
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science in Economics, Finance
Trevor Martin's Moelis & Company Experience May 2014 - Present
Job Vice President at Moelis & Company
Industry Banking
Experience
Moelis & Company May 2014 - Present
UBS Investment Bank March 2012 - May 2014
UBS Investment Bank August 2008 - March 2012
The Nielsen Company 2002 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, M&A experience, Fixed Income, Corporate Development, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Mergers, Trading, Analytics, Credit Analysis, LBO, Segmentation
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Georgetown University 2000 — 2002
BA, History
Trinity College-Hartford 1998 — 2000
BA, History
Brunswick School 1995 — 1998
Moelis & Company May 2014 - Present
UBS Investment Bank March 2012 - May 2014
UBS Investment Bank August 2008 - March 2012
The Nielsen Company 2002 - 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Equities, Capital Markets, M&A experience, Fixed Income, Corporate Development, Corporate Finance, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Mergers, Trading, Analytics, Credit Analysis, LBO, Segmentation
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Georgetown University 2000 — 2002
BA, History
Trinity College-Hartford 1998 — 2000
BA, History
Brunswick School 1995 — 1998
Virgilio Gutierrez's Moelis & Company Experience October 2007 - May 2013
Job Graphic Designer
Industry Investment Banking
Experience
Goldman Sachs February 2015 - Present
Moelis & Company October 2007 - May 2013
Credit Suisse 2004 - 2007
Credit Suisse 2004 - 2007
Skills
Adobe Acrobat, Adobe Creative Suite, InDesign, Illustrator, Photoshop, PowerPoint, Microsoft Office, Microsoft Excel, Digital Media, Microsoft Word, Project Management, Editing, Graphic Design, Financial Analysis, Investment Banking
Education
John Carroll University
Bachelor of Arts (BA), Communications
Goldman Sachs February 2015 - Present
Moelis & Company October 2007 - May 2013
Credit Suisse 2004 - 2007
Credit Suisse 2004 - 2007
Skills
Adobe Acrobat, Adobe Creative Suite, InDesign, Illustrator, Photoshop, PowerPoint, Microsoft Office, Microsoft Excel, Digital Media, Microsoft Word, Project Management, Editing, Graphic Design, Financial Analysis, Investment Banking
Education
John Carroll University
Bachelor of Arts (BA), Communications
Cassandre Davilmar's Moelis & Company Experience July 2015 - Present
Job Investment Banking Associate at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2013 - July 2015
Legal Aid Society January 2013 - May 2013
Cleary Gottlieb Steen & Hamilton LLP May 2012 - August 2012
The Estee Lauder Companies Inc. May 2011 - August 2011
University of Miami Business Law Department May 2008 - July 2008
Skills
Legal Research, Privacy Law, Legal Writing, Corporate Law, Microsoft Office, Westlaw, Litigation, Intellectual Property, Mergers & Acquisitions, Editing
Education
New York University School of Law 2010 — 2013
JD, Law
University of Miami 2006 — 2010
BS, Accounting/Finance
Moelis & Company July 2015 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2013 - July 2015
Legal Aid Society January 2013 - May 2013
Cleary Gottlieb Steen & Hamilton LLP May 2012 - August 2012
The Estee Lauder Companies Inc. May 2011 - August 2011
University of Miami Business Law Department May 2008 - July 2008
Skills
Legal Research, Privacy Law, Legal Writing, Corporate Law, Microsoft Office, Westlaw, Litigation, Intellectual Property, Mergers & Acquisitions, Editing
Education
New York University School of Law 2010 — 2013
JD, Law
University of Miami 2006 — 2010
BS, Accounting/Finance
Yamile Chery's Moelis & Company Experience December 2011 - Present
Job Administrative Supervisor at Moelis & Company
Industry Human Resources
Experience
Moelis & Company December 2011 - Present
J.P. Morgan March 2008 - October 2012
Deutsche Bank January 2011 - December 2011
Bear Stearns 2000 - 2008
Skills
Administrative..., Employee Relations, HRIS, Human Resources, Onboarding, PeopleSoft, Recruiting, Benefits Administration, Outlook, Employee Benefits, New Hire Orientations, Interviews, Performance Management, Office Management, Talent Management
Education
Le Moyne College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Moelis & Company December 2011 - Present
J.P. Morgan March 2008 - October 2012
Deutsche Bank January 2011 - December 2011
Bear Stearns 2000 - 2008
Skills
Administrative..., Employee Relations, HRIS, Human Resources, Onboarding, PeopleSoft, Recruiting, Benefits Administration, Outlook, Employee Benefits, New Hire Orientations, Interviews, Performance Management, Office Management, Talent Management
Education
Le Moyne College 1996 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Carson Fullard's Moelis & Company Experience July 2013 - June 2015
Job Associate at Silver Lake Partners
Industry Venture Capital & Private Equity
Experience
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
Klass Capital June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital IQ
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Bachelor of Arts
Upper Canada College 2001 — 2009
International Baccalaureate
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
Klass Capital June 2011 - August 2011
Skills
Valuation, Investment Banking, Financial Modeling, Corporate Finance, Capital IQ
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
Bachelor of Arts
Upper Canada College 2001 — 2009
International Baccalaureate
Edward Peng's Moelis & Company Experience June 2008 - June 2010
Job Analyst at Coatue Management
Industry Investment Management
Experience
Coatue Management July 2014 - Present
TPG Capital July 2010 - July 2012
Moelis & Company June 2008 - June 2010
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor's Degree
Coatue Management July 2014 - Present
TPG Capital July 2010 - July 2012
Moelis & Company June 2008 - June 2010
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor's Degree
Robert Crowley's Moelis & Company Experience July 2007 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2007 - Present
UBS Investment Bank 1999 - 2007
Education
Middlebury College 1991 — 1994
Belmont Hill School 1984 — 1990
Moelis & Company July 2007 - Present
UBS Investment Bank 1999 - 2007
Education
Middlebury College 1991 — 1994
Belmont Hill School 1984 — 1990
Tanzeer Khan's Moelis & Company Experience June 2012 - August 2012
Job Senior Associate at Avante Mezzanine Partners
Industry Financial Services
Experience
Avante Mezzanine Partners August 2013 - Present
Applied Minds November 2012 - June 2013
Moelis & Company June 2012 - August 2012
Corporate Partners LLC July 2008 - June 2011
Citi July 2006 - July 2008
Booz Allen Hamilton June 2005 - August 2005
Skills
Global Macro, Financial Modeling, Private Equity, Mergers, Finance, Bloomberg, Equities, Structured Finance, Fixed Income, Equity Research, Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Analysis, Securities, Market Research, Venture Capital, Economics, Investment Management, Corporate Development, Project Finance, Portfolio Management, Investment Banking, Capital Markets, Due Diligence, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
M.B.A., Finance & Entrepreneurship
Massachusetts Institute of Technology 2002 — 2006
B.S., Nuclear Science & Engineering
Avante Mezzanine Partners August 2013 - Present
Applied Minds November 2012 - June 2013
Moelis & Company June 2012 - August 2012
Corporate Partners LLC July 2008 - June 2011
Citi July 2006 - July 2008
Booz Allen Hamilton June 2005 - August 2005
Skills
Global Macro, Financial Modeling, Private Equity, Mergers, Finance, Bloomberg, Equities, Structured Finance, Fixed Income, Equity Research, Valuation, Equity Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Analysis, Securities, Market Research, Venture Capital, Economics, Investment Management, Corporate Development, Project Finance, Portfolio Management, Investment Banking, Capital Markets, Due Diligence, Competitive Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2011 — 2013
M.B.A., Finance & Entrepreneurship
Massachusetts Institute of Technology 2002 — 2006
B.S., Nuclear Science & Engineering
Douglas Golan's Moelis & Company Experience July 2013 - October 2014
Job Analyst, Golub Capital
Industry Investment Banking
Experience
Golub Capital October 2014 - Present
Moelis & Company July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Investment Banking, Finance
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.7
Saint Xavier High School 2005 — 2009
Golub Capital October 2014 - Present
Moelis & Company July 2013 - October 2014
SunTrust Robinson Humphrey May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Financial Modeling, Financial Analysis, Investment Banking, Finance
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance, General, 3.7
Saint Xavier High School 2005 — 2009
Alexandra Gibler's Moelis & Company Experience 2012 - 2012
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2012 - 2012
Procter & Gamble May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Moelis & Company 2012 - 2012
Procter & Gamble May 2011 - August 2011
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Finance
Trisha Hooper's Moelis & Company Experience September 2013 - Present
Job Business Manager at Rivendell Theatre Ensemble
Industry Entertainment
Experience
Moelis & Company September 2013 - Present
Rivendell Theatre Ensemble May 2007 - Present
Skills
Theatre, Arts Administration, Microsoft Excel, Microsoft Office, QuickBooks, Salesforce.com, Performing Arts, Musical Theatre, Stage, Theatrical Production, Creative Writing, Shakespeare, Fundraising, Management
Education
Loyola University of Chicago 2002 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Moelis & Company September 2013 - Present
Rivendell Theatre Ensemble May 2007 - Present
Skills
Theatre, Arts Administration, Microsoft Excel, Microsoft Office, QuickBooks, Salesforce.com, Performing Arts, Musical Theatre, Stage, Theatrical Production, Creative Writing, Shakespeare, Fundraising, Management
Education
Loyola University of Chicago 2002 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
Nathaniel Catez, CFA's Moelis & Company Experience July 2014 - Present
Job Investment Banker at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
UBS Investment Bank May 2010 - June 2014
BlueMountain Capital Management September 2007 - January 2010
Barclays Capital June 2007 - September 2007
Skills
Credit Derivatives, Bloomberg, Equity Derivatives, Derivatives, Structured Products, Portfolio Management, Fixed Income, Interest Rate...
Education
New York University 2006 — 2007
Master's degree, Mathematics in Finance
Ecole Centrale Paris 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Lycee Henri IV
Moelis & Company July 2014 - Present
UBS Investment Bank May 2010 - June 2014
BlueMountain Capital Management September 2007 - January 2010
Barclays Capital June 2007 - September 2007
Skills
Credit Derivatives, Bloomberg, Equity Derivatives, Derivatives, Structured Products, Portfolio Management, Fixed Income, Interest Rate...
Education
New York University 2006 — 2007
Master's degree, Mathematics in Finance
Ecole Centrale Paris 2004 — 2006
Bachelor of Applied Science (B.A.Sc.), Applied Mathematics
Lycee Henri IV
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.