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
Kevin Hopkins Kevin Hopkins's Moelis & Company Experience June 2013 - August 2013
Job Vice President at Dragon Global Management
Industry Venture Capital & Private Equity
Experience
Dragon Global Management March 2014 - Present
LivingHealthy March 2014 - Present
Moelis & Company June 2013 - August 2013
Stanford Management Company April 2010 - August 2012
Electronic Arts July 2006 - June 2008
Citigroup Global Markets July 2004 - July 2006
Skills
Valuation, Due Diligence, Fixed Income, Derivatives, DCF, Asset Allocation, Financial Analysis, Financial Modeling, Investor Relations, Alternative Investments, Investment Banking, M&A Modeling, M&A execution, Leveraged Finance, Institutional Investors, Competitive Analysis, Business Development, Equity Valuation, Fund Of Funds, Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Equity Research, Endowments, Capital Markets, Highly Ambitious, Emotional Intelligence, Securities, Business Valuation, Investment Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 2000 — 2004
B.S., Finance
Dragon Global Management March 2014 - Present
LivingHealthy March 2014 - Present
Moelis & Company June 2013 - August 2013
Stanford Management Company April 2010 - August 2012
Electronic Arts July 2006 - June 2008
Citigroup Global Markets July 2004 - July 2006
Skills
Valuation, Due Diligence, Fixed Income, Derivatives, DCF, Asset Allocation, Financial Analysis, Financial Modeling, Investor Relations, Alternative Investments, Investment Banking, M&A Modeling, M&A execution, Leveraged Finance, Institutional Investors, Competitive Analysis, Business Development, Equity Valuation, Fund Of Funds, Hedge Funds, Mutual Funds, Private Equity, Venture Capital, Equity Research, Endowments, Capital Markets, Highly Ambitious, Emotional Intelligence, Securities, Business Valuation, Investment Management
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder 2000 — 2004
B.S., Finance
warren woo warren woo's Moelis & Company Experience April 2007 - April 2008
Job Founding Partner at Breakaway Capital Partners Partners Fund, LP
Industry Investment Management
Experience
Breakaway Capital Partners Fund, LP April 2014 - Present
Nashville Predators Hockey Club 2007 - Present
Breakaway Capital March 2006 - Present
Monroe Capital Partners Fund March 2011 - November 2014
Moelis & Company April 2007 - April 2008
UBS Investment Bank January 2000 - March 2006
Donaldson, Lufkin & Jenrette March 1990 - January 2000
Drexel Burnham Lambert August 1986 - February 1990
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
UCLA 1978 — 1982
Bachelor of Arts (BA), magna cum laude, Economics
Breakaway Capital Partners Fund, LP April 2014 - Present
Nashville Predators Hockey Club 2007 - Present
Breakaway Capital March 2006 - Present
Monroe Capital Partners Fund March 2011 - November 2014
Moelis & Company April 2007 - April 2008
UBS Investment Bank January 2000 - March 2006
Donaldson, Lufkin & Jenrette March 1990 - January 2000
Drexel Burnham Lambert August 1986 - February 1990
Education
Stanford University Graduate School of Business 1984 — 1986
Master of Business Administration (MBA), Finance, General
UCLA 1978 — 1982
Bachelor of Arts (BA), magna cum laude, Economics
Lisa Kazanjian Lisa Kazanjian's Moelis & Company Experience August 2013 - Present
Job Business Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2013 - Present
Events Management Consultant January 2013 - August 2013
UBS Investment Bank 2001 - 2012
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Office Management,...
Education
UCI 1994 — 1998
Bachelor of Arts (BA), Economics
UCI 1994 — 1998
Minor in Management
Moelis & Company August 2013 - Present
Events Management Consultant January 2013 - August 2013
UBS Investment Bank 2001 - 2012
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Office Management,...
Education
UCI 1994 — 1998
Bachelor of Arts (BA), Economics
UCI 1994 — 1998
Minor in Management
Christina Callaghan's Moelis & Company Experience June 2011 - July 2013
Job Client Development at Corbin Capital Partners
Industry Investment Banking
Experience
Corbin Capital Partners July 2013 - Present
Moelis & Company June 2011 - July 2013
Mintz & Fraade November 2010 - June 2011
CourtWatch Florida January 2010 - May 2010
Skills
Marketing Communications, Salesforce.com, Outlook, Spreadsheets, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Administrative..., Event Planning
Education
University of Central Florida 2006 — 2010
Bachelors of Science, Legal Studies, Criminal Justice
Corbin Capital Partners July 2013 - Present
Moelis & Company June 2011 - July 2013
Mintz & Fraade November 2010 - June 2011
CourtWatch Florida January 2010 - May 2010
Skills
Marketing Communications, Salesforce.com, Outlook, Spreadsheets, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Administrative..., Event Planning
Education
University of Central Florida 2006 — 2010
Bachelors of Science, Legal Studies, Criminal Justice
jennifer schapiro jennifer schapiro's Moelis & Company Experience July 2014 - Present
Job Private Funds Advisory Coordinator at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Greenhill & Co. June 2008 - July 2014
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts (B.A.)
Moelis & Company July 2014 - Present
Greenhill & Co. June 2008 - July 2014
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts (B.A.)
Harshith Ramesh Harshith Ramesh's Moelis & Company Experience July 2008 - March 2011
Job
Industry Investment Banking
Experience
Moelis & Company July 2008 - March 2011
Copal Partners July 2005 - July 2006
America Online December 2004 - July 2005
America Online August 2003 - December 2004
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Investment Banking, Portfolio Management, Business Development, Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Corporate Development, Venture Capital, Investments, Capital Markets, M&A experience
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
Bachelors of Science, Finance and Economics
Tulane University - A.B. Freeman School of Business 1997 — 2001
Moelis & Company July 2008 - March 2011
Copal Partners July 2005 - July 2006
America Online December 2004 - July 2005
America Online August 2003 - December 2004
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Investment Banking, Portfolio Management, Business Development, Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Corporate Development, Venture Capital, Investments, Capital Markets, M&A experience
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
Bachelors of Science, Finance and Economics
Tulane University - A.B. Freeman School of Business 1997 — 2001
Jason Lin Jason Lin's Moelis & Company Experience December 2014 - May 2015
Job Director, Strategy & Corporate Development at United Talent Agency
Industry Financial Services
Experience
United Talent Agency May 2015 - Present
Moelis & Company December 2014 - May 2015
Morgan Stanley August 2012 - May 2014
The Wharton School August 2010 - May 2012
Morgan Stanley June 2011 - September 2011
Jet Li Production Studio April 2004 - June 2010
One Foundation 2005 - 2010
The Walt Disney Company April 2002 - April 2004
Arthur Andersen Business Consulting September 2001 - April 2002
Skills
Valuation, Financial Modeling, M&A Advisory Services, LBO, Credit Analysis, Financial Projection, Capital Raising, Debt & Equity Capital..., IPO, Cross-border M&A, Greater China, Finance, Industry Analysis, Consumer Internet, Digital Media, Media & Entertainment, Corporate Development, Strategy, Film Production, Business Development, Management, Film, Entertainment, Business Strategy, Leadership, Project Management, Non-profit Board..., Talent Management, Celebrity Management, Sports Marketing, Series 7, Series 79
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Management
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
United Talent Agency May 2015 - Present
Moelis & Company December 2014 - May 2015
Morgan Stanley August 2012 - May 2014
The Wharton School August 2010 - May 2012
Morgan Stanley June 2011 - September 2011
Jet Li Production Studio April 2004 - June 2010
One Foundation 2005 - 2010
The Walt Disney Company April 2002 - April 2004
Arthur Andersen Business Consulting September 2001 - April 2002
Skills
Valuation, Financial Modeling, M&A Advisory Services, LBO, Credit Analysis, Financial Projection, Capital Raising, Debt & Equity Capital..., IPO, Cross-border M&A, Greater China, Finance, Industry Analysis, Consumer Internet, Digital Media, Media & Entertainment, Corporate Development, Strategy, Film Production, Business Development, Management, Film, Entertainment, Business Strategy, Leadership, Project Management, Non-profit Board..., Talent Management, Celebrity Management, Sports Marketing, Series 7, Series 79
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Finance and Management
University of California, Berkeley, Haas School of Business 1997 — 2001
B.S., Business Administration
Brendan Bond Brendan Bond's Moelis & Company Experience July 2014 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
Moelis & Company June 2013 - August 2013
Edison Mission Energy May 2010 - September 2012
Southern California Edison September 2008 - May 2010
Southern California Edison September 2006 - September 2008
Southern California Edison July 2005 - September 2006
Skills
Commodity Markets, Renewable Energy, Energy, Financial Modeling, Project Finance, Smart Grid, Corporate Finance, Solar Energy, Power Plants, Energy Efficiency, Trading, Power Generation, Mergers & Acquisitions, Natural Gas, Analysis, Contract Negotiation, Energy Markets, Valuation, Energy Policy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Swarthmore College 2001 — 2005
BA, Economics
Swarthmore College 2001 — 2005
BS, Engineering
Moelis & Company July 2014 - Present
University of Chicago Booth School of Business September 2012 - June 2014
Moelis & Company June 2013 - August 2013
Edison Mission Energy May 2010 - September 2012
Southern California Edison September 2008 - May 2010
Southern California Edison September 2006 - September 2008
Southern California Edison July 2005 - September 2006
Skills
Commodity Markets, Renewable Energy, Energy, Financial Modeling, Project Finance, Smart Grid, Corporate Finance, Solar Energy, Power Plants, Energy Efficiency, Trading, Power Generation, Mergers & Acquisitions, Natural Gas, Analysis, Contract Negotiation, Energy Markets, Valuation, Energy Policy
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA)
Swarthmore College 2001 — 2005
BA, Economics
Swarthmore College 2001 — 2005
BS, Engineering
Dylan Ellerbrock Dylan Ellerbrock's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Ohio University Student Equity Management Group April 2013 - May 2015
Blackford Capital, LLC June 2014 - August 2014
HSN January 2014 - April 2014
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Financial Modeling, Bloomberg Terminal, Microsoft Office, Valuation, Finance, Mergers & Acquisitions, Private Equity, Corporate Finance, Due Diligence, Time Management, Teamwork
Education
Ohio University
Bachelor’s Degree, Finance, Accounting, Cum Laude
Moelis & Company July 2015 - Present
Ohio University Student Equity Management Group April 2013 - May 2015
Blackford Capital, LLC June 2014 - August 2014
HSN January 2014 - April 2014
Skills
Financial Analysis, Microsoft Excel, Financial Accounting, Financial Modeling, Bloomberg Terminal, Microsoft Office, Valuation, Finance, Mergers & Acquisitions, Private Equity, Corporate Finance, Due Diligence, Time Management, Teamwork
Education
Ohio University
Bachelor’s Degree, Finance, Accounting, Cum Laude
Eric Burgos Eric Burgos's Moelis & Company Experience April 2013 - Present
Job Owner at Modern Sound Deejays, LLC
Industry Executive Office
Experience
Modern Sound Deejays, LLC July 2014 - Present
Moelis & Company April 2013 - Present
Tarter Krinsky & Drogin LLP May 2011 - April 2013
Xerox Corp October 2010 - May 2011
Community Partnerships September 2007 - May 2010
New York Network Management, LLC. May 2007 - August 2007
Skills
Microsoft Office, Outlook, QuickBooks, Managerial Experience, Supervisory Skills, Financial Management, Vendor Management, General Business..., Information Technology, Internal Communications, Office Administration, Operations Research, Managing Systems, Qualitative Research, Research, Shipping, Supplies, Supply Management, Team Leadership, Technology Planning, Time Management, Vendor Relations, Office Management, Management, Administrative..., Administration, Event Planning, Contract Negotiation, Management System
Education
SUNY- Purchase College 2006 — 2010
Bachelor of Arts, Sociology
State University of New York College at Purchase 2006 — 2010
Bachelors, Sociology
Modern Sound Deejays, LLC July 2014 - Present
Moelis & Company April 2013 - Present
Tarter Krinsky & Drogin LLP May 2011 - April 2013
Xerox Corp October 2010 - May 2011
Community Partnerships September 2007 - May 2010
New York Network Management, LLC. May 2007 - August 2007
Skills
Microsoft Office, Outlook, QuickBooks, Managerial Experience, Supervisory Skills, Financial Management, Vendor Management, General Business..., Information Technology, Internal Communications, Office Administration, Operations Research, Managing Systems, Qualitative Research, Research, Shipping, Supplies, Supply Management, Team Leadership, Technology Planning, Time Management, Vendor Relations, Office Management, Management, Administrative..., Administration, Event Planning, Contract Negotiation, Management System
Education
SUNY- Purchase College 2006 — 2010
Bachelor of Arts, Sociology
State University of New York College at Purchase 2006 — 2010
Bachelors, Sociology
Bryan Patrick Ross's Moelis & Company Experience February 2009 - Present
Job Graduate Student in Urban Planning, Pratt Institute & Executive Assistant, Municipal Art Society
Industry Architecture & Planning
Experience
The Municipal Art Society of New York July 2012 - Present
Moelis & Company February 2009 - Present
Goodman & Jacobs LLP February 2006 - February 2009
Education
Pratt Institute 2012 — 2015
MS, City & Regional Planning
Presbyterian College
B.A.
The Municipal Art Society of New York July 2012 - Present
Moelis & Company February 2009 - Present
Goodman & Jacobs LLP February 2006 - February 2009
Education
Pratt Institute 2012 — 2015
MS, City & Regional Planning
Presbyterian College
B.A.
John K. Miranda John K. Miranda's Moelis & Company Experience May 2014 - Present
Job Senior Engineer
Industry Oil & Energy
Experience
Moelis & Company May 2014 - Present
Raymond James albrecht 2012 - April 2014
Sheridan Production Company 2011 - 2012
Marathon Oil Corporation May 2007 - September 2011
Skills
Management, Nutrition, Energy Industry, Fitness, Entrepreneurship, Natural Gas, Gas, Oil/Gas, Energy, Petroleum, Joint Ventures, Oil & Gas Industry, Upstream, Mergers & Acquisitions, Microsoft Excel, Reservoir Management, Drilling, Petroleum Engineering, Oil & Gas, Engineering, Process Engineering, Reservoir Engineering
Education
Penn State University 2004 — 2008
BS, Petroleum & Natural Gas Engineering
PLM
University of Nebraska-Lincoln
MBA, Finance
Moelis & Company May 2014 - Present
Raymond James albrecht 2012 - April 2014
Sheridan Production Company 2011 - 2012
Marathon Oil Corporation May 2007 - September 2011
Skills
Management, Nutrition, Energy Industry, Fitness, Entrepreneurship, Natural Gas, Gas, Oil/Gas, Energy, Petroleum, Joint Ventures, Oil & Gas Industry, Upstream, Mergers & Acquisitions, Microsoft Excel, Reservoir Management, Drilling, Petroleum Engineering, Oil & Gas, Engineering, Process Engineering, Reservoir Engineering
Education
Penn State University 2004 — 2008
BS, Petroleum & Natural Gas Engineering
PLM
University of Nebraska-Lincoln
MBA, Finance
Steve Wu's Moelis & Company Experience July 2013 - June 2014
Job Product @ Scopely
Industry Internet
Experience
Scopely June 2014 - Present
Moelis & Company July 2013 - June 2014
Undergraduate Business Society (UBS) May 2012 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company May 2011 - April 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Product Management, Business Strategy, Project Management, User Experience, Data Analysis, Game Development, Mobile Games, Monetization, Valuation, Product Design, Financial Analysis, Venture Capital, Business Analysis
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Peninsula High School 2005 — 2009
High School Diploma
Scopely June 2014 - Present
Moelis & Company July 2013 - June 2014
Undergraduate Business Society (UBS) May 2012 - June 2013
Citi June 2012 - August 2012
The Walt Disney Company May 2011 - April 2012
Morgan Stanley Smith Barney March 2011 - May 2011
Skills
Product Management, Business Strategy, Project Management, User Experience, Data Analysis, Game Development, Mobile Games, Monetization, Valuation, Product Design, Financial Analysis, Venture Capital, Business Analysis
Education
University of California, Los Angeles 2009 — 2013
BA, Business Economics
Peninsula High School 2005 — 2009
High School Diploma
Chris Khoury Chris Khoury's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Real Estate
Experience
Moelis & Company July 2015 - Present
OneWest Bank May 2012 - July 2013
FDIC September 2009 - April 2012
The Walt Disney Company January 2008 - May 2008
Skills
Financial Analysis, Valuation, Credit Analysis, Finance, Financial Modeling, Corporate Finance, Credit Risk, Capital Markets, Commercial Banking, Banking, Credit, Financial Reporting
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2006 — 2008
University of Southern California, Business Administration
Moelis & Company July 2015 - Present
OneWest Bank May 2012 - July 2013
FDIC September 2009 - April 2012
The Walt Disney Company January 2008 - May 2008
Skills
Financial Analysis, Valuation, Credit Analysis, Finance, Financial Modeling, Corporate Finance, Credit Risk, Capital Markets, Commercial Banking, Banking, Credit, Financial Reporting
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
University of Southern California 2006 — 2008
University of Southern California, Business Administration
Matthew Xuereb Matthew Xuereb's Moelis & Company Experience June 2013 - August 2013
Job Investment Banking Summer Analyst at Moelis & Company
Industry Marketing and Advertising
Experience
NetApp July 2014 - Present
Moelis & Company June 2013 - August 2013
Hidden River, LLC May 2012 - August 2012
SafeTrec May 2011 - December 2011
Dojo Dog March 2011 - December 2011
Copilot February 2011 - September 2011
Skills
Start-ups, Twitter, Cold Calling, Time Management, Student Services, Community Service, PowerPoint, Due Diligence, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Valuation, Market Research, Strategy, Investments, Microsoft Excel
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
brophy college prep
brophy college prep
brophy college prep
NetApp July 2014 - Present
Moelis & Company June 2013 - August 2013
Hidden River, LLC May 2012 - August 2012
SafeTrec May 2011 - December 2011
Dojo Dog March 2011 - December 2011
Copilot February 2011 - September 2011
Skills
Start-ups, Twitter, Cold Calling, Time Management, Student Services, Community Service, PowerPoint, Due Diligence, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Valuation, Market Research, Strategy, Investments, Microsoft Excel
Education
UC Berkeley 2010 — 2014
Bachelor of Arts (B.A.), Economics
brophy college prep
brophy college prep
brophy college prep
Eliza Marcelle Ruiz-Blum's Moelis & Company Experience December 2014 - Present
Job C Level Senior Executive Assistant
Industry Banking
Experience
Moelis & Company December 2014 - Present
Smart Financial Credit Union January 2004 - October 2014
Houston Community College 2000 - 2003
Koch Industries 1997 - 1998
Skills
Bilingual, Computer Proficiency, Consumer Lending, Auditing, Event Planning, Corporate Events, Sales, Travel Planning, Data Entry, Loans, PeopleSoft, Administrative..., ADP Payroll, Finance, Outlook, Customer Service, Team Building, Banking, Microsoft Office, Strategic Planning, Budgets, Training, Social Networking, Administrative..., Financial Analysis
Education
Universidad APEC 1986 — 1990
Bachelor's degree, Accounting
Colegio Santo Domingo
High School/Secondary Diplomas and Certificates
Rice University 1991 — 1992
English as a Sencond Language, ESL
Moelis & Company December 2014 - Present
Smart Financial Credit Union January 2004 - October 2014
Houston Community College 2000 - 2003
Koch Industries 1997 - 1998
Skills
Bilingual, Computer Proficiency, Consumer Lending, Auditing, Event Planning, Corporate Events, Sales, Travel Planning, Data Entry, Loans, PeopleSoft, Administrative..., ADP Payroll, Finance, Outlook, Customer Service, Team Building, Banking, Microsoft Office, Strategic Planning, Budgets, Training, Social Networking, Administrative..., Financial Analysis
Education
Universidad APEC 1986 — 1990
Bachelor's degree, Accounting
Colegio Santo Domingo
High School/Secondary Diplomas and Certificates
Rice University 1991 — 1992
English as a Sencond Language, ESL
Abhinav Brahmamdam Abhinav Brahmamdam's Moelis & Company Experience June 2015 - August 2015
Job Student at the University of Illinois in UrbanaChampaign
Industry Financial Services
Experience
CME Margolis Market Information Lab December 2013 - Present
Business 101: An Introduction to Professional Responsibility January 2013 - Present
University of Illinois at Urbana-Champaign January 2013 - Present
Moelis & Company June 2015 - August 2015
CC Industries, Inc. May 2014 - August 2014
State Farm Research and Development Center August 2013 - December 2013
Bank of Springfield with LPL Financial June 2013 - August 2013
EY July 2013 - July 2013
Deloitte February 2013 - February 2013
State Farm Insurance May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2016
College of Business: Finance, Minors in Political Science
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor's Degree, Business Administration
Springfield High School 2008 — 2012
CME Margolis Market Information Lab December 2013 - Present
Business 101: An Introduction to Professional Responsibility January 2013 - Present
University of Illinois at Urbana-Champaign January 2013 - Present
Moelis & Company June 2015 - August 2015
CC Industries, Inc. May 2014 - August 2014
State Farm Research and Development Center August 2013 - December 2013
Bank of Springfield with LPL Financial June 2013 - August 2013
EY July 2013 - July 2013
Deloitte February 2013 - February 2013
State Farm Insurance May 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2016
College of Business: Finance, Minors in Political Science
WHU – Otto Beisheim School of Management 2014 — 2014
Bachelor's Degree, Business Administration
Springfield High School 2008 — 2012
Augustus Jenkins Augustus Jenkins's Moelis & Company Experience June 2011 - August 2011
Job Investor Relations Lexington Partners
Industry Financial Services
Experience
Lexington Partners July 2014 - June 2015
Moelis & Company June 2011 - August 2011
General Maritime Corporation June 2010 - September 2010
Skills
Seeking a job in..., Social Networking, Public Relations, Public Speaking, Research, Finance, Investment Banking, Facebook, Mergers & Acquisitions, Training, PowerPoint, Restructuring, Event Planning, Investor Relations, Social Media, Valuation
Education
Roanoke College 2008 — 2012
Bachelor of Arts (B.A.), International Relations
Salisbury School 2005 — 2008
Eaglebrook School 2002 — 2005
Lexington Partners July 2014 - June 2015
Moelis & Company June 2011 - August 2011
General Maritime Corporation June 2010 - September 2010
Skills
Seeking a job in..., Social Networking, Public Relations, Public Speaking, Research, Finance, Investment Banking, Facebook, Mergers & Acquisitions, Training, PowerPoint, Restructuring, Event Planning, Investor Relations, Social Media, Valuation
Education
Roanoke College 2008 — 2012
Bachelor of Arts (B.A.), International Relations
Salisbury School 2005 — 2008
Eaglebrook School 2002 — 2005
Felix Feng Felix Feng's Moelis & Company Experience June 2013 - August 2013
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Jocelyn Carter (Macri) Jocelyn Carter (Macri)'s Moelis & Company Experience August 2007 - May 2009
Job Leadership Development | Career Management | Human Resources
Industry Education Management
Experience
Charles Sturt University August 2014 - Present
McMaster University August 2013 - August 2014
Rotman School of Management, University of Toronto September 2011 - August 2013
Rotman School of Management June 2009 - August 2011
Moelis & Company August 2007 - May 2009
Child & Family Guidance Center September 2002 - August 2003
Credit Suisse (formerly Donaldson, Lufkin and Jenrette) June 1999 - February 2002
William Morris Agency January 1998 - June 1999
Delcan Corporation January 1997 - June 1997
Skills
Career Development, Career Counseling, Talent Management, Leadership Development, Leadership, Human Resources, Recruiting, Management, Organizational..., Strategy, Training, Program Management, Public Speaking, Onboarding, Job Search Strategies, Employee Relations, Analysis, Succession Planning, Marketing, Policy, Budgets, Contract Negotiation
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Human Resources Post Graduate Certificate, President's Honours List
The University of Western Ontario 1992 — 1996
BA, Honours Political Science
Charles Sturt University August 2014 - Present
McMaster University August 2013 - August 2014
Rotman School of Management, University of Toronto September 2011 - August 2013
Rotman School of Management June 2009 - August 2011
Moelis & Company August 2007 - May 2009
Child & Family Guidance Center September 2002 - August 2003
Credit Suisse (formerly Donaldson, Lufkin and Jenrette) June 1999 - February 2002
William Morris Agency January 1998 - June 1999
Delcan Corporation January 1997 - June 1997
Skills
Career Development, Career Counseling, Talent Management, Leadership Development, Leadership, Human Resources, Recruiting, Management, Organizational..., Strategy, Training, Program Management, Public Speaking, Onboarding, Job Search Strategies, Employee Relations, Analysis, Succession Planning, Marketing, Policy, Budgets, Contract Negotiation
Education
Seneca College of Applied Arts and Technology 1996 — 1997
Human Resources Post Graduate Certificate, President's Honours List
The University of Western Ontario 1992 — 1996
BA, Honours Political Science
Mandy Klaus Mandy Klaus's Moelis & Company Experience June 2010 - September 2014
Job AVP, HR Business Partner Macquarie Capital
Industry Financial Services
Experience
Macquarie Group February 2015 - Present
NASDAQ September 2014 - February 2015
Moelis & Company June 2010 - September 2014
Leucadia National Corporation June 2007 - June 2010
Skills
Human Resources, Employee Relations, PowerPoint, Finance, Microsoft Excel, Outlook, Recruiting, Due Diligence, Performance Management, Talent Management, HRIS, Microsoft Word, Microsoft Office, PeopleSoft, Personnel Management, Talent Acquisition, Onboarding, Employee Benefits, Career Development, Time Management, Applicant Tracking..., Leadership, Restructuring, Management, Training, Technical Recruiting, Internet Recruiting, Payroll
Education
Quinnipiac University 2003 — 2007
Psychology
Macquarie Group February 2015 - Present
NASDAQ September 2014 - February 2015
Moelis & Company June 2010 - September 2014
Leucadia National Corporation June 2007 - June 2010
Skills
Human Resources, Employee Relations, PowerPoint, Finance, Microsoft Excel, Outlook, Recruiting, Due Diligence, Performance Management, Talent Management, HRIS, Microsoft Word, Microsoft Office, PeopleSoft, Personnel Management, Talent Acquisition, Onboarding, Employee Benefits, Career Development, Time Management, Applicant Tracking..., Leadership, Restructuring, Management, Training, Technical Recruiting, Internet Recruiting, Payroll
Education
Quinnipiac University 2003 — 2007
Psychology
Jeff Aebischer Jeff Aebischer's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
United States Army December 2012 - July 2013
United States Army April 2012 - December 2012
United States Army December 2010 - August 2011
United States Army April 2009 - December 2010
United States Army April 2008 - April 2009
Skills
Leadership, Strategy, Army, Military Operations, Operational Planning, Military, Military Experience, Command, National Security, Security Clearance, DoD, Force Protection, Intelligence Analysis, Defense, Counterinsurgency, Weapons, Afghanistan, Intelligence, Military Logistics
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (B.S.), Economics
Moelis & Company July 2015 - Present
United States Army December 2012 - July 2013
United States Army April 2012 - December 2012
United States Army December 2010 - August 2011
United States Army April 2009 - December 2010
United States Army April 2008 - April 2009
Skills
Leadership, Strategy, Army, Military Operations, Operational Planning, Military, Military Experience, Command, National Security, Security Clearance, DoD, Force Protection, Intelligence Analysis, Defense, Counterinsurgency, Weapons, Afghanistan, Intelligence, Military Logistics
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance, General
United States Military Academy at West Point 2003 — 2007
Bachelor of Science (B.S.), Economics
Sonya Chan Sonya Chan's Moelis & Company Experience April 2009 - May 2013
Job Corporate Finance Professional Seeking New Opportunities
Industry Venture Capital & Private Equity
Experience
Moelis & Company April 2009 - May 2013
Goldman Sachs March 2008 - December 2008
Queen's University September 2005 - October 2007
GSS Group September 2004 - April 2005
Skills
Valuation, Analysis, Mergers & Acquisitions, Corporate Finance, Private Equity, Capital Markets, Investment Banking, Due Diligence, Start-ups, Finance, Financial Modeling, Data Analysis, Restructuring, Client Presentation, Financial Analysis, Strategy
Education
Queen's University 2005 — 2007
MSc
Queen's University 2000 — 2004
BSc
Moelis & Company April 2009 - May 2013
Goldman Sachs March 2008 - December 2008
Queen's University September 2005 - October 2007
GSS Group September 2004 - April 2005
Skills
Valuation, Analysis, Mergers & Acquisitions, Corporate Finance, Private Equity, Capital Markets, Investment Banking, Due Diligence, Start-ups, Finance, Financial Modeling, Data Analysis, Restructuring, Client Presentation, Financial Analysis, Strategy
Education
Queen's University 2005 — 2007
MSc
Queen's University 2000 — 2004
BSc
Leo Reilly's Moelis & Company Experience July 2013 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2013 - Present
UCLA Anderson School of Management September 2011 - June 2013
Moelis & Company June 2012 - August 2012
GC Andersen Partners LLC August 2008 - April 2011
NexCen Brands, Inc. July 2007 - July 2008
Skills
Mergers, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Venture Capital, Private Equity, Financial Analysis, Investment Banking, Mergers & Acquisitions, Finance, Emerging Markets, Bloomberg, Hedge Funds, Capital Markets, Equity Research
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
University of Pennsylvania 2004 — 2007
Bachelor of Arts, Economics
The Peddie School 1999 — 2004
Moelis & Company July 2013 - Present
UCLA Anderson School of Management September 2011 - June 2013
Moelis & Company June 2012 - August 2012
GC Andersen Partners LLC August 2008 - April 2011
NexCen Brands, Inc. July 2007 - July 2008
Skills
Mergers, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Venture Capital, Private Equity, Financial Analysis, Investment Banking, Mergers & Acquisitions, Finance, Emerging Markets, Bloomberg, Hedge Funds, Capital Markets, Equity Research
Education
UCLA Anderson School of Management 2011 — 2013
MBA, Finance
University of Pennsylvania 2004 — 2007
Bachelor of Arts, Economics
The Peddie School 1999 — 2004
James Moreton James Moreton's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company April 2014 - June 2015
RBC Capital Markets July 2013 - April 2014
SMU May 2012 - May 2013
SMU May 2012 - May 2013
Markit June 2012 - August 2012
Brand Protection Agency November 2011 - May 2012
Skills
Finance, Management, Microsoft Excel, Research, Data Analysis, Financial Modeling, Leadership, Investment Banking, Financial Analysis, Mergers & Acquisitions, Hedge Funds, Analysis
Education
Southern Methodist University 2009 — 2013
BBA Finance with Alternative Asset Management Specialization, BS Management Science
Washington University in St. Louis
High School Summer Scholars Program
McCallie
Moelis & Company July 2015 - Present
Moelis & Company April 2014 - June 2015
RBC Capital Markets July 2013 - April 2014
SMU May 2012 - May 2013
SMU May 2012 - May 2013
Markit June 2012 - August 2012
Brand Protection Agency November 2011 - May 2012
Skills
Finance, Management, Microsoft Excel, Research, Data Analysis, Financial Modeling, Leadership, Investment Banking, Financial Analysis, Mergers & Acquisitions, Hedge Funds, Analysis
Education
Southern Methodist University 2009 — 2013
BBA Finance with Alternative Asset Management Specialization, BS Management Science
Washington University in St. Louis
High School Summer Scholars Program
McCallie
John Mulligan John Mulligan's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
ICF International August 2008 - June 2015
Credit Suisse June 2014 - August 2014
Education
The University of Chicago - Booth School of Business 2012 — 2015
MBA, Finance and Entrepreneurship
University of Michigan 2004 — 2008
BA, Economics
The American University of Rome 2006 — 2007
Moelis & Company July 2015 - Present
ICF International August 2008 - June 2015
Credit Suisse June 2014 - August 2014
Education
The University of Chicago - Booth School of Business 2012 — 2015
MBA, Finance and Entrepreneurship
University of Michigan 2004 — 2008
BA, Economics
The American University of Rome 2006 — 2007
Andrew Moir's Moelis & Company Experience July 2011 - June 2013
Job Vice President at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Stanford University September 2010 - July 2011
Education
Stanford University 2010 — 2011
Doctor of Philosophy (PhD), Chemistry
Yale University 2006 — 2010
B.S. (Int.), Chemistry, cum laude with Distinction
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Stanford University September 2010 - July 2011
Education
Stanford University 2010 — 2011
Doctor of Philosophy (PhD), Chemistry
Yale University 2006 — 2010
B.S. (Int.), Chemistry, cum laude with Distinction
Hector Jacobo Bendahan's Moelis & Company Experience April 2011 - June 2014
Job Presentations Associate at Custom Group of Companies
Industry Financial Services
Experience
Custom Group of Companies October 2014 - Present
Moelis & Company April 2011 - June 2014
Zales November 2010 - December 2010
INDEPENDENT September 2009 - August 2010
QUEENS LIBRARY, Woodside, NY March 2010 - May 2010
Lehman Brothers June 2000 - May 2008
STEPHEN DIGERONIMO, INC 1998 - 2000
FOLLY ANTIQUE GARDEN ORNAMENT, INC., New York, NY January 1997 - December 1998
Petroleos de Venezuela, S.A. 1989 - 1996
Skills
PowerPoint, Word, Excel, Microsoft Office, Photoshop, Illustrator, Client Services, Records Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Web Design, Customer Service, Microsoft Excel, Social Media, Public Relations, Event Management, Strategic Planning, Event Planning, Microsoft Word
Education
Pace University 2009 — 2009
Web Design, Certified Adobe Web Design
Colegio Universitario Francisco de Miranda 1988 — 1992
A.A., Human Resources Management, Business
Custom Group of Companies October 2014 - Present
Moelis & Company April 2011 - June 2014
Zales November 2010 - December 2010
INDEPENDENT September 2009 - August 2010
QUEENS LIBRARY, Woodside, NY March 2010 - May 2010
Lehman Brothers June 2000 - May 2008
STEPHEN DIGERONIMO, INC 1998 - 2000
FOLLY ANTIQUE GARDEN ORNAMENT, INC., New York, NY January 1997 - December 1998
Petroleos de Venezuela, S.A. 1989 - 1996
Skills
PowerPoint, Word, Excel, Microsoft Office, Photoshop, Illustrator, Client Services, Records Management, Adobe Acrobat, Adobe Creative Suite, InDesign, Web Design, Customer Service, Microsoft Excel, Social Media, Public Relations, Event Management, Strategic Planning, Event Planning, Microsoft Word
Education
Pace University 2009 — 2009
Web Design, Certified Adobe Web Design
Colegio Universitario Francisco de Miranda 1988 — 1992
A.A., Human Resources Management, Business
Aaron Hamburger Aaron Hamburger's Moelis & Company Experience August 2015 - Present
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company August 2015 - Present
Moelis & Company June 2015 - August 2015
Marriott & Co., LLC September 2014 - December 2014
Whitford Holdings, LLC May 2014 - July 2014
ITG January 2014 - January 2014
Merrill Lynch June 2013 - August 2013
United Phosphorus Inc. (UPI-USA) May 2013 - August 2013
Skills
Microsoft Office, Business, Cpr Certified, Bloomberg, Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Analysis, Microsoft Word, Time Management, Access, Analysis, Public Speaking, Customer Service
Education
University of Richmond 2012 — 2016
Candidate for Bachelor's Degree, Business Administration with Finance and Accounting Concentrations, 3.86 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
The Hill School
High School Diploma
Moelis & Company August 2015 - Present
Moelis & Company June 2015 - August 2015
Marriott & Co., LLC September 2014 - December 2014
Whitford Holdings, LLC May 2014 - July 2014
ITG January 2014 - January 2014
Merrill Lynch June 2013 - August 2013
United Phosphorus Inc. (UPI-USA) May 2013 - August 2013
Skills
Microsoft Office, Business, Cpr Certified, Bloomberg, Finance, Investments, PowerPoint, Microsoft Excel, Bloomberg Terminal, Leadership, Financial Analysis, Microsoft Word, Time Management, Access, Analysis, Public Speaking, Customer Service
Education
University of Richmond 2012 — 2016
Candidate for Bachelor's Degree, Business Administration with Finance and Accounting Concentrations, 3.86 GPA
The London School of Economics and Political Science (LSE) 2014 — 2014
The Hill School
High School Diploma
Jordan Stein Jordan Stein's Moelis & Company Experience July 2014 - Present
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Moelis & Company June 2013 - August 2013
Willis Stein & Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Financial Reporting, Analysis, Finance
Education
Claremont Mckenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
London School of Economics and Political Science 2012 — 2012
Moelis & Company July 2014 - Present
Moelis & Company June 2013 - August 2013
Willis Stein & Partners June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Research, Social Media, Teamwork, Public Speaking, Financial Reporting, Analysis, Finance
Education
Claremont Mckenna College 2010 — 2014
Bachelor of Arts (B.A.), Economics and Accounting
London School of Economics and Political Science 2012 — 2012
Jordan Bloch's Moelis & Company Experience June 2014 - August 2014
Job Student at Stanford University
Industry Financial Services
Experience
Moelis & Company June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science and Engineering
The Buckley School 1997 — 2011
High School Diploma, Summa Cum Laude
Moelis & Company June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Education
Stanford University 2011 — 2015
Bachelor of Science (BS), Management Science and Engineering
The Buckley School 1997 — 2011
High School Diploma, Summa Cum Laude
Josh Job's Moelis & Company Experience June 2010 - August 2010
Job IT Project Manager
Industry Telecommunications
Experience
Verizon March 2013 - Present
Verizon April 2012 - March 2013
Moelis & Company June 2010 - August 2010
AXA Advisors May 2010 - June 2010
DRG Telemarketing May 2008 - September 2008
Union Federal Mortgage June 2006 - September 2006
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Management Information Systems
Verizon March 2013 - Present
Verizon April 2012 - March 2013
Moelis & Company June 2010 - August 2010
AXA Advisors May 2010 - June 2010
DRG Telemarketing May 2008 - September 2008
Union Federal Mortgage June 2006 - September 2006
Education
Saint John's University - Peter J. Tobin College of Business 2007 — 2011
BS, Management Information Systems
Joe Salerno Joe Salerno's Moelis & Company Experience May 2012 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2012 - Present
UBS Investment Bank March 2012 - May 2012
UBS Investment Bank September 2011 - March 2012
Booz & Company June 2010 - August 2010
SJ Investments March 2010 - June 2010
Raytheon May 2004 - June 2010
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business Administration
University of Southern California 2005 — 2008
MS, Engineering Management
University of Southern California 2001 — 2004
BS, Electrical Engineering
Moelis & Company May 2012 - Present
UBS Investment Bank March 2012 - May 2012
UBS Investment Bank September 2011 - March 2012
Booz & Company June 2010 - August 2010
SJ Investments March 2010 - June 2010
Raytheon May 2004 - June 2010
Education
UCLA Anderson School of Management 2008 — 2011
MBA, Business Administration
University of Southern California 2005 — 2008
MS, Engineering Management
University of Southern California 2001 — 2004
BS, Electrical Engineering
Nathan Webster's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Moelis & Company January 2014 - May 2014
Tufts Student Resources January 2013 - January 2014
Moelis & Company June 2013 - August 2013
Unum June 2012 - August 2012
Education
Tufts University 2010 — 2014
Bachelor of Science (BS), Economics
Moelis & Company July 2014 - Present
Moelis & Company January 2014 - May 2014
Tufts Student Resources January 2013 - January 2014
Moelis & Company June 2013 - August 2013
Unum June 2012 - August 2012
Education
Tufts University 2010 — 2014
Bachelor of Science (BS), Economics
Brad Davis, CFA Brad Davis, CFA's Moelis & Company Experience December 2013 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company December 2013 - Present
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Corporate Finance, Investments, Equities, Finance, Asset Management, Mergers & Acquisitions, Financial Analysis, Asset Managment
Education
Yale School of Management 2010 — 2012
MBA
Tulane University 2002 — 2006
BSM, Economics and Finance
The Hong Kong University of Science and Technology 2005 — 2005
Study Abroad
Moelis & Company December 2013 - Present
Skills
Financial Modeling, Valuation, Equity Research, Investment Banking, Corporate Finance, Investments, Equities, Finance, Asset Management, Mergers & Acquisitions, Financial Analysis, Asset Managment
Education
Yale School of Management 2010 — 2012
MBA
Tulane University 2002 — 2006
BSM, Economics and Finance
The Hong Kong University of Science and Technology 2005 — 2005
Study Abroad
Joey Samuels Joey Samuels's Moelis & Company Experience July 2013 - June 2015
Job Associate at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital August 2015 - Present
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
J.P. Morgan September 2011 - December 2011
Blaige & Co. April 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Data Analysis, Microsoft Word, Economics, Financial Analysis, Corporate Finance
Education
Northwestern University 2009 — 2013
BA, Economics and Political Science
Peak Rock Capital August 2015 - Present
Moelis & Company July 2013 - June 2015
Moelis & Company June 2012 - August 2012
J.P. Morgan September 2011 - December 2011
Blaige & Co. April 2011 - August 2011
Skills
Valuation, Investment Banking, Bloomberg, Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, Social Media, Data Analysis, Microsoft Word, Economics, Financial Analysis, Corporate Finance
Education
Northwestern University 2009 — 2013
BA, Economics and Political Science
Kobe Li Kobe Li's Moelis & Company Experience February 2014 - June 2015
Job Corporate Strategy & Development Manager at Avaya
Industry Financial Services
Experience
Avaya August 2015 - Present
Moelis & Company February 2014 - June 2015
Raymond James June 2012 - January 2014
Accenture 2011 - June 2012
Ernst & Young June 2010 - April 2011
Zeal 2011 - 2011
Volunteer in Asia 2011 - 2011
Haas Business School Association (Undergrad Student Government) September 2009 - July 2010
McKinsey & Company January 2010 - June 2010
Deloitte & Touche June 2009 - August 2009
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Private Equity, Management, Management Consulting, Bloomberg, Asset Management, Equities, Finance, Analysis, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
Walter A. Haas School of Business B.S, Business Administration
Temple City High School
Avaya August 2015 - Present
Moelis & Company February 2014 - June 2015
Raymond James June 2012 - January 2014
Accenture 2011 - June 2012
Ernst & Young June 2010 - April 2011
Zeal 2011 - 2011
Volunteer in Asia 2011 - 2011
Haas Business School Association (Undergrad Student Government) September 2009 - July 2010
McKinsey & Company January 2010 - June 2010
Deloitte & Touche June 2009 - August 2009
Skills
Corporate Finance, Mergers & Acquisitions, Investment Banking, Portfolio Management, Private Equity, Management, Management Consulting, Bloomberg, Asset Management, Equities, Finance, Analysis, Financial Modeling
Education
University of California, Berkeley 2007 — 2011
Walter A. Haas School of Business B.S, Business Administration
Temple City High School
Maria McAdams Maria McAdams's Moelis & Company Experience May 2012 - Present
Job Compliance Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company May 2012 - Present
Interactive Data Corporation September 2011 - May 2012
Johnson & Freedman LLC/Prommis Solutions August 2009 - May 2011
Skills
AML, Analysis, Capital Markets, Securities, Securities Regulation, PowerPoint, Policy, Outlook, Onboarding, Microsoft Office, Microsoft Excel, Mergers, Investments, Investment Banking, FINRA, Equities, Due Diligence, Training, Software Documentation, Derivatives, Finance, Fixed Income, Lotus Notes, Corporate Finance
Education
Spelman College 2003 — 2007
Bachelor of Arts (B.A.)
Moelis & Company May 2012 - Present
Interactive Data Corporation September 2011 - May 2012
Johnson & Freedman LLC/Prommis Solutions August 2009 - May 2011
Skills
AML, Analysis, Capital Markets, Securities, Securities Regulation, PowerPoint, Policy, Outlook, Onboarding, Microsoft Office, Microsoft Excel, Mergers, Investments, Investment Banking, FINRA, Equities, Due Diligence, Training, Software Documentation, Derivatives, Finance, Fixed Income, Lotus Notes, Corporate Finance
Education
Spelman College 2003 — 2007
Bachelor of Arts (B.A.)
Ari Cohen Ari Cohen's Moelis & Company Experience June 2015 - Present
Job Marketing and Communications at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
Deutsche Bank July 2013 - June 2015
Deutsche Bank June 2012 - July 2013
Deutsche Bank June 2011 - June 2012
Social Media Initiative at Syracuse University February 2010 - June 2011
Deutsche Bank May 2010 - August 2010
Turner Public Relations May 2009 - August 2009
Skills
Social Media Marketing, Editing, Internal Communications, Microsoft Office, Blogging, Public Relations, Corporate Communications, Media Relations, Press Releases, Social Media, Social Networking, Leadership, Integrated Marketing, Facebook, Event Planning, Crisis Communications
Education
Syracuse University 2007 — 2011
Undergraduate, Public Relations, Economics, Psychology
Moelis & Company June 2015 - Present
Deutsche Bank July 2013 - June 2015
Deutsche Bank June 2012 - July 2013
Deutsche Bank June 2011 - June 2012
Social Media Initiative at Syracuse University February 2010 - June 2011
Deutsche Bank May 2010 - August 2010
Turner Public Relations May 2009 - August 2009
Skills
Social Media Marketing, Editing, Internal Communications, Microsoft Office, Blogging, Public Relations, Corporate Communications, Media Relations, Press Releases, Social Media, Social Networking, Leadership, Integrated Marketing, Facebook, Event Planning, Crisis Communications
Education
Syracuse University 2007 — 2011
Undergraduate, Public Relations, Economics, Psychology
Gregory Doyle Gregory Doyle's Moelis & Company Experience July 2012 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2012 - Present
The Wharton School July 2010 - May 2012
Moelis & Company June 2011 - August 2011
The Lucas Group 2008 - 2010
Stax Inc. May 2006 - 2007
Skills
Strategy, Mergers & Acquisitions, Management Consulting, Market Research, Due Diligence, Mergers, Business Analysis, Private Equity, Financial Modeling, Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management, Finance
Syracuse University 2002 — 2006
B.A, Economics, Psychology, Political Science
Moelis & Company July 2012 - Present
The Wharton School July 2010 - May 2012
Moelis & Company June 2011 - August 2011
The Lucas Group 2008 - 2010
Stax Inc. May 2006 - 2007
Skills
Strategy, Mergers & Acquisitions, Management Consulting, Market Research, Due Diligence, Mergers, Business Analysis, Private Equity, Financial Modeling, Investment Banking, Valuation
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Strategic Management, Finance
Syracuse University 2002 — 2006
B.A, Economics, Psychology, Political Science
Kyle Madan's Moelis & Company Experience 2010 - 2014
Job Chief Financial & Operating Officer at Bryn Neil International
Industry Computer Software
Experience
Bryn Neil International 2015 - Present
InsideSales.com 2015 - 2015
Moelis & Company 2010 - 2014
UBS Investment Bank 2006 - 2010
Wachovia 2005 - 2006
Cisco 2000 - 2003
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Capital Markets, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Emerging Markets, Fixed Income, Due Diligence, M&A experience, Hedge Funds, Equities, Investment Banking, Asset Management, Structured Finance, Business Valuation, Investments, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Distinction
University of California, Los Angeles 1996 — 2000
BS, Computer Science and Electrical Engineering
Bryn Neil International 2015 - Present
InsideSales.com 2015 - 2015
Moelis & Company 2010 - 2014
UBS Investment Bank 2006 - 2010
Wachovia 2005 - 2006
Cisco 2000 - 2003
Skills
Valuation, Financial Modeling, Mergers, Private Equity, Corporate Finance, Capital Markets, Entrepreneurship, Financial Structuring, Mergers & Acquisitions, Corporate Development, Venture Capital, Leveraged Finance, Emerging Markets, Fixed Income, Due Diligence, M&A experience, Hedge Funds, Equities, Investment Banking, Asset Management, Structured Finance, Business Valuation, Investments, Bloomberg
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance, Distinction
University of California, Los Angeles 1996 — 2000
BS, Computer Science and Electrical Engineering
Pierre Mouillon Pierre Mouillon's Moelis & Company Experience July 2015 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
White River Investment Partners, LLC October 2011 - April 2013
Newedge June 2010 - October 2011
White River Investment Partners, LLC February 2010 - June 2010
Dept. of Economics, U.C. Berkeley November 2009 - February 2010
U.C. Berkeley Varsity Men's Tennis Team September 2008 - May 2009
Skills
Mergers, Hedge Funds, Financial Modeling, Auditing, Capital Markets, Derivatives, Equities, Financial Reporting, Fixed Income, Alternative Investments, Bloomberg, Valuation, Asset Managment, Corporate Finance, Value Investing, Portfolio Management, Securities, Analysis, Mergers, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
CFA Institute
CFA Level III Candidate (June 2013)
University of California, Berkeley 2006 — 2009
BA, Political Economy (International Business/International Trade)
Lycee Edouard Branly (High School) 2001 — 2003
Baccalaureat, Sciences (Mathematics, Physics, Chemistry & Biology)
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
White River Investment Partners, LLC October 2011 - April 2013
Newedge June 2010 - October 2011
White River Investment Partners, LLC February 2010 - June 2010
Dept. of Economics, U.C. Berkeley November 2009 - February 2010
U.C. Berkeley Varsity Men's Tennis Team September 2008 - May 2009
Skills
Mergers, Hedge Funds, Financial Modeling, Auditing, Capital Markets, Derivatives, Equities, Financial Reporting, Fixed Income, Alternative Investments, Bloomberg, Valuation, Asset Managment, Corporate Finance, Value Investing, Portfolio Management, Securities, Analysis, Mergers, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Accounting and Finance
CFA Institute
CFA Level III Candidate (June 2013)
University of California, Berkeley 2006 — 2009
BA, Political Economy (International Business/International Trade)
Lycee Edouard Branly (High School) 2001 — 2003
Baccalaureat, Sciences (Mathematics, Physics, Chemistry & Biology)
William Matus William Matus's Moelis & Company Experience January 2015 - Present
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company January 2015 - Present
GE Aviation May 2014 - August 2014
MRacing Formula SAE May 2013 - May 2014
MRacing Formula SAE September 2012 - May 2013
Skills
Engineering, Composites, Manufacturing, ANSYS Fluent, NX-7.5, Wet Carbon Fiber Layups
Education
University of Michigan 2012 — 2016
BS in Aerospace Engineering
Norwegian University of Science and Technology (NTNU) 2014 — 2014
Corporate Finance and Petroleum Engineering
Moelis & Company January 2015 - Present
GE Aviation May 2014 - August 2014
MRacing Formula SAE May 2013 - May 2014
MRacing Formula SAE September 2012 - May 2013
Skills
Engineering, Composites, Manufacturing, ANSYS Fluent, NX-7.5, Wet Carbon Fiber Layups
Education
University of Michigan 2012 — 2016
BS in Aerospace Engineering
Norwegian University of Science and Technology (NTNU) 2014 — 2014
Corporate Finance and Petroleum Engineering
Christine Kowtko's Moelis & Company Experience February 2013 - May 2013
Job Executive Assistant at JP Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan September 2013 - Present
Moelis & Company February 2013 - May 2013
Archer Investment Advisors September 2003 - June 2012
Hoover Children's Center October 2001 - August 2003
Skills
Payroll, Office Management, Sales, Administrative..., Event Management, Microsoft Office, Team-oriented, Customer Relations, People-oriented, Travel Arrangements, Real Estate, Time Management, Outlook, Leadership, Customer Service, Process Scheduler, Management, Teamwork
Education
Notre Dame de Namur University 1986 — 1989
BA, Liberal Studies
J.P. Morgan September 2013 - Present
Moelis & Company February 2013 - May 2013
Archer Investment Advisors September 2003 - June 2012
Hoover Children's Center October 2001 - August 2003
Skills
Payroll, Office Management, Sales, Administrative..., Event Management, Microsoft Office, Team-oriented, Customer Relations, People-oriented, Travel Arrangements, Real Estate, Time Management, Outlook, Leadership, Customer Service, Process Scheduler, Management, Teamwork
Education
Notre Dame de Namur University 1986 — 1989
BA, Liberal Studies
Daniel F. Tortora's Moelis & Company Experience October 2014 - August 2015
Job Senior Associate at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic August 2015 - Present
Moelis & Company October 2014 - August 2015
Greenhill & Co. January 2013 - October 2014
J.P. Morgan Asset Management July 2009 - November 2012
Tudor Investment Corporation May 2007 - August 2007
Skills
Private Equity, Institutional Sales, Business Development, Investor Relations, Asset Management, Portfolio Management, Real Estate, Private Placements, Alternative Investments, Project Management, Series 7, Due Diligence, Hedge Funds, Venture Capital, Series 63, Institutional...
Education
University of Virginia 2005 — 2009
B.A., Economics, 3.76
Universitat Pompeu Fabra 2008 — 2008
General Atlantic August 2015 - Present
Moelis & Company October 2014 - August 2015
Greenhill & Co. January 2013 - October 2014
J.P. Morgan Asset Management July 2009 - November 2012
Tudor Investment Corporation May 2007 - August 2007
Skills
Private Equity, Institutional Sales, Business Development, Investor Relations, Asset Management, Portfolio Management, Real Estate, Private Placements, Alternative Investments, Project Management, Series 7, Due Diligence, Hedge Funds, Venture Capital, Series 63, Institutional...
Education
University of Virginia 2005 — 2009
B.A., Economics, 3.76
Universitat Pompeu Fabra 2008 — 2008
Vladan Jovanovic Vladan Jovanovic's Moelis & Company Experience July 2013 - May 2015
Job M&A, Strategic Planning, Business Growth, Entrepreneurship
Industry Venture Capital & Private Equity
Experience
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - September 2012
Lake Capital January 2012 - May 2012
The Delves Group September 2006 - May 2011
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Investment Banking, Valuation, New Business Development, Due Diligence, Risk Management, Corporate Development, Recapitalizations, LBO, Management Consulting, Corporate Governance, Deal Sourcing, Term Sheets, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Moelis & Company July 2013 - May 2015
Moelis & Company June 2012 - September 2012
Lake Capital January 2012 - May 2012
The Delves Group September 2006 - May 2011
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Business Strategy, Entrepreneurship, Investment Banking, Valuation, New Business Development, Due Diligence, Risk Management, Corporate Development, Recapitalizations, LBO, Management Consulting, Corporate Governance, Deal Sourcing, Term Sheets, Strategic Planning
Education
The University of Chicago - Booth School of Business 2010 — 2013
Master of Business Administration (MBA), Strategic Management, Finance, Entrepreneurship
Tanya Voshell's Moelis & Company Experience May 2012 - August 2013
Job Expense Analyst at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC August 2013 - Present
Moelis & Company May 2012 - August 2013
Centerbridge Partners October 2011 - May 2012
Koch Industries January 2011 - November 2011
Morrow & Company December 2009 - January 2011
Skills
Accounting, Accounts Payable, Financial Analysis, Banking, Financial Modeling, Integration, Management, Valuation, Windows, Finance, Private Equity, Analysis
Education
Wichita State University 2007 — 2010
Bachelor, Accounting and Finance
University of Kansas 2007 — 2009
Apollo Global Management LLC August 2013 - Present
Moelis & Company May 2012 - August 2013
Centerbridge Partners October 2011 - May 2012
Koch Industries January 2011 - November 2011
Morrow & Company December 2009 - January 2011
Skills
Accounting, Accounts Payable, Financial Analysis, Banking, Financial Modeling, Integration, Management, Valuation, Windows, Finance, Private Equity, Analysis
Education
Wichita State University 2007 — 2010
Bachelor, Accounting and Finance
University of Kansas 2007 — 2009
Neal Wadhwa Neal Wadhwa's Moelis & Company Experience July 2012 - June 2014
Job Acquisitions Associate at Highgate Capital
Industry Financial Services
Experience
Highgate Capital February 2015 - Present
H.I.G. Capital July 2014 - February 2015
Moelis & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Equity Research, Capital Markets, LBO, Private Equity, Microsoft Office, Capital IQ
Education
University of Pennsylvania - The Wharton School
B.S., Economics - Concentrations: Finance and Management
University of Melbourne
Study Abroad
Hanover Park High School 2004 — 2008
Highgate Capital February 2015 - Present
H.I.G. Capital July 2014 - February 2015
Moelis & Company July 2012 - June 2014
Jefferies & Company June 2011 - August 2011
Skills
Bloomberg, Corporate Finance, Financial Modeling, Investment Banking, Valuation, Equity Research, Capital Markets, LBO, Private Equity, Microsoft Office, Capital IQ
Education
University of Pennsylvania - The Wharton School
B.S., Economics - Concentrations: Finance and Management
University of Melbourne
Study Abroad
Hanover Park High School 2004 — 2008
Connor O'Keefe Connor O'Keefe's Moelis & Company Experience March 2014 - June 2015
Job Associate at Quad Partners
Industry Investment Management
Experience
Quad Partners July 2015 - Present
Moelis & Company March 2014 - June 2015
Duff & Phelps July 2013 - March 2014
Morgan Stanley June 2012 - August 2012
Nationwide Insurance May 2011 - August 2011
Federal-Mogul May 2010 - August 2010
Skills
Analysis, Investment Banking, Leadership, Strategy, Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Rider University 2008 — 2009
BBA, International Business
Quad Partners July 2015 - Present
Moelis & Company March 2014 - June 2015
Duff & Phelps July 2013 - March 2014
Morgan Stanley June 2012 - August 2012
Nationwide Insurance May 2011 - August 2011
Federal-Mogul May 2010 - August 2010
Skills
Analysis, Investment Banking, Leadership, Strategy, Valuation, Finance, Financial Analysis, Financial Modeling, Microsoft Word, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2013
BBA, Finance
Rider University 2008 — 2009
BBA, International Business
Daniel Rector's Moelis & Company Experience March 2011 - Present
Job Executive Assistant at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company March 2011 - Present
Skills
Project Management, Organizational Design, Strategic Planning, Research, Presentation Skills, Corporate Communications
Education
Purdue University 2007 — 2010
Bachelor's degree, Political Science and Government
Moelis & Company March 2011 - Present
Skills
Project Management, Organizational Design, Strategic Planning, Research, Presentation Skills, Corporate Communications
Education
Purdue University 2007 — 2010
Bachelor's degree, Political Science and Government
Izabella Shamayeva's Moelis & Company Experience February 2015 - Present
Job Tax Manager at Moelis & Company
Industry Accounting
Experience
Moelis & Company February 2015 - Present
Ernst & Young July 2009 - February 2015
MHW, Ltd. September 2007 - July 2009
EY June 2008 - August 2008
KPMG January 2008 - June 2008
Skills
US Tax, US GAAP, Tax Accounting, FAS109, Tax Advisory, Tax Research, Tax Services, Financial Analysis, Accounting, CPA, Partnership Taxation, Financial Reporting, FIN 48, Real Estate, Income Tax, Notary Public, Tax Compliance, Reconciliation, GoSystems, State Tax, General Ledger, Auditing, Account Reconciliation, Accounts Receivable, Management, Finance, Financial Accounting, Microsoft Excel, Corporate Tax, International Tax
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2009
Masters of Science, Taxation
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelors of Science, Accounting & Philosophy
Moelis & Company February 2015 - Present
Ernst & Young July 2009 - February 2015
MHW, Ltd. September 2007 - July 2009
EY June 2008 - August 2008
KPMG January 2008 - June 2008
Skills
US Tax, US GAAP, Tax Accounting, FAS109, Tax Advisory, Tax Research, Tax Services, Financial Analysis, Accounting, CPA, Partnership Taxation, Financial Reporting, FIN 48, Real Estate, Income Tax, Notary Public, Tax Compliance, Reconciliation, GoSystems, State Tax, General Ledger, Auditing, Account Reconciliation, Accounts Receivable, Management, Finance, Financial Accounting, Microsoft Excel, Corporate Tax, International Tax
Education
Saint John's University - Peter J. Tobin College of Business 2008 — 2009
Masters of Science, Taxation
Saint John's University - Peter J. Tobin College of Business 2004 — 2008
Bachelors of Science, Accounting & Philosophy
Sagar Kalbag Sagar Kalbag's Moelis & Company Experience May 2015 - Present
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company May 2015 - Present
Venture Strategy Solutions January 2015 - May 2015
Bridge Street Advisors May 2014 - August 2014
Serent Capital January 2014 - May 2014
Endorse.me April 2013 - April 2014
Venture Strategy Solutions January 2013 - December 2013
Venture Strategy Solutions September 2012 - December 2012
Skills
Market Research, Marketing Strategy, Team Leadership, Competitive Analysis, Public Speaking, Microsoft Office, Management Consulting, Capital IQ, Salesforce.com, Marketing, WordPress, Online Survey Design, HTML, CSS
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Leland High School 2008 — 2012
Moelis & Company May 2015 - Present
Venture Strategy Solutions January 2015 - May 2015
Bridge Street Advisors May 2014 - August 2014
Serent Capital January 2014 - May 2014
Endorse.me April 2013 - April 2014
Venture Strategy Solutions January 2013 - December 2013
Venture Strategy Solutions September 2012 - December 2012
Skills
Market Research, Marketing Strategy, Team Leadership, Competitive Analysis, Public Speaking, Microsoft Office, Management Consulting, Capital IQ, Salesforce.com, Marketing, WordPress, Online Survey Design, HTML, CSS
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Bachelor of Science (B.S.), Business Administration
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.), Economics
Leland High School 2008 — 2012
Amanda Lee's Moelis & Company Experience 2014 - Present
Job Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2014 - Present
Houlihan Lokey 2014 - 2014
Skills
DCF, LBO, Microsoft Excel, Investment Banking, PowerPoint, Project Management, M&A experience, Leadership, IPO, Leveraged Finance, Emerging Markets, Nonprofits, Corporate Development, Acquisitions, Financial Advisory, Alternative Investments, Restructuring, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Moelis & Company 2014 - Present
Houlihan Lokey 2014 - 2014
Skills
DCF, LBO, Microsoft Excel, Investment Banking, PowerPoint, Project Management, M&A experience, Leadership, IPO, Leveraged Finance, Emerging Markets, Nonprofits, Corporate Development, Acquisitions, Financial Advisory, Alternative Investments, Restructuring, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Curtis Robbins's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Moelis & Company July 2015 - Present
University of Richmond September 2014 - May 2015
Citi June 2014 - August 2014
Marriott & Co. September 2013 - December 2013
Bloomberg LP May 2013 - May 2013
ITG January 2013 - January 2013
Merrill Lynch September 2012 - December 2012
Morgan Stanley Smith Barney May 2012 - August 2012
Brae Burn Country Club Tennis Department June 2011 - August 2011
The Stone Institute October 2008 - July 2009
Skills
Microsoft Office, Stock Trading, PowerPoint, Bloomberg Terminal, Excel, Word, Access, Teamwork, Microsoft Word, Microsoft Excel, Investments, Corporate Finance, Financial Analysis, Finance, Customer Service, Wealth Management, Economics
Education
University of Richmond 2011 — 2015
Bachelor of Science in Business Administration, Economics; Finance, Cum Laude
London School of Economics and Political Science 2013 — 2013
Took course in July 2013: Business Analysis & Valuation
Newton South High School 2007 — 2011
Liane Hajduch Liane Hajduch's Moelis & Company Experience May 2014 - April 2015
Job University Program Manager at Venmo
Industry Financial Services
Experience
Venmo April 2015 - Present
Moelis & Company May 2014 - April 2015
RBC Capital Markets November 2010 - May 2014
J.P. Morgan July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Kirkland & Ellis LLP June 2007 - August 2007
Skills
Financial Analysis, Human Resources, PeopleSoft, Operations Management, Microsoft Excel, Data Analysis, Leadership, Financial Modeling, Analysis, Microsoft Office, PowerPoint, Interviews, Onboarding, Recruiting, Microsoft Word, Public Speaking
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Organizational Studies, Communications, 3.89
The London School of Economics and Political Science (LSE) 2008 — 2008
Management, A+
Venmo April 2015 - Present
Moelis & Company May 2014 - April 2015
RBC Capital Markets November 2010 - May 2014
J.P. Morgan July 2009 - November 2010
JPMorgan Chase June 2008 - August 2008
Kirkland & Ellis LLP June 2007 - August 2007
Skills
Financial Analysis, Human Resources, PeopleSoft, Operations Management, Microsoft Excel, Data Analysis, Leadership, Financial Modeling, Analysis, Microsoft Office, PowerPoint, Interviews, Onboarding, Recruiting, Microsoft Word, Public Speaking
Education
University of Michigan 2005 — 2009
Bachelor of Arts (B.A.), Organizational Studies, Communications, 3.89
The London School of Economics and Political Science (LSE) 2008 — 2008
Management, A+
Stephanie Spinelli Stephanie Spinelli's Moelis & Company Experience September 2009 - August 2013
Job Administrative Assistant at BlackRock
Industry Investment Banking
Experience
BlackRock October 2013 - Present
Moelis & Company September 2009 - August 2013
Gingras, Collister & Babinski May 2006 - September 2009
Skills
Microsoft Excel, PowerPoint, Concur, SalesForce, Outlook, QuickBooks, Cartus, ADP ezLaborManager, Presentations, Microsoft Word, Peachtree, Adobe
Education
Ramapo College of NJ 2003 — 2008
Bachelor of Science in Business Administration, Minor in Marketing
BlackRock October 2013 - Present
Moelis & Company September 2009 - August 2013
Gingras, Collister & Babinski May 2006 - September 2009
Skills
Microsoft Excel, PowerPoint, Concur, SalesForce, Outlook, QuickBooks, Cartus, ADP ezLaborManager, Presentations, Microsoft Word, Peachtree, Adobe
Education
Ramapo College of NJ 2003 — 2008
Bachelor of Science in Business Administration, Minor in Marketing
Bryan Kurnoff's Moelis & Company Experience July 2011 - June 2013
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Oaktree Capital Management July 2013 - Present
Moelis & Company July 2011 - June 2013
Moelis & Company June 2010 - August 2010
Education
UCLA 2007 — 2011
Bachelor of Arts (B.A.), Business Economics
Jamie Carnill's Moelis & Company Experience 2010 - 2012
Job Currently seeking new opportunities
Industry Nonprofit Organization Management
Experience
Moelis Asset Management 2012 - 2015
Moelis & Company 2010 - 2012
Transportation Intermediaries Association 2008 - 2009
Skills
Administrative..., software proficiency:..., Outlook, Data Entry, Salesforce.com, Concur, Scheduling, Invoicing, Management, Interviews, Event Planning, Budgets, Expense Management, Executive Travel, Executive..., Executive Calendar..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Training
Education
The Philipp University of Marburg 2008 — 2008
International/Global Studies
West Virginia University 2005 — 2008
Bachelor’s Degree, International/Global Studies
Moelis Asset Management 2012 - 2015
Moelis & Company 2010 - 2012
Transportation Intermediaries Association 2008 - 2009
Skills
Administrative..., software proficiency:..., Outlook, Data Entry, Salesforce.com, Concur, Scheduling, Invoicing, Management, Interviews, Event Planning, Budgets, Expense Management, Executive Travel, Executive..., Executive Calendar..., Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Training
Education
The Philipp University of Marburg 2008 — 2008
International/Global Studies
West Virginia University 2005 — 2008
Bachelor’s Degree, International/Global Studies
Alexander Moskowitz Alexander Moskowitz's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
RPX Corporation May 2013 - August 2013
The College Board December 2008 - December 2012
Dish Network May 2012 - August 2012
Skills
Research, Public Speaking, Business, Team Management, Microsoft Office, Fundraising, Leadership, Microsoft Excel, Editing, Community Outreach, PowerPoint
Education
University of California, Berkeley 2011 — 2014
Bachelor of Science (BS), Business Administration
Cherry Creek High School 2007 — 2011
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
RPX Corporation May 2013 - August 2013
The College Board December 2008 - December 2012
Dish Network May 2012 - August 2012
Skills
Research, Public Speaking, Business, Team Management, Microsoft Office, Fundraising, Leadership, Microsoft Excel, Editing, Community Outreach, PowerPoint
Education
University of California, Berkeley 2011 — 2014
Bachelor of Science (BS), Business Administration
Cherry Creek High School 2007 — 2011
Craig Kolwicz's Moelis & Company Experience June 2015 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
UBS Investment Bank January 2014 - May 2015
UBS Investment Bank September 2011 - December 2013
Burkenroad Reports May 2010 - May 2011
Burkenroad Reports January 2010 - May 2010
Johnson Rice & Company September 2009 - April 2010
UBS Investment Bank 2010 - 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Education
Tulane University - A.B. Freeman School of Business
Finance
Moelis & Company June 2015 - Present
UBS Investment Bank January 2014 - May 2015
UBS Investment Bank September 2011 - December 2013
Burkenroad Reports May 2010 - May 2011
Burkenroad Reports January 2010 - May 2010
Johnson Rice & Company September 2009 - April 2010
UBS Investment Bank 2010 - 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Education
Tulane University - A.B. Freeman School of Business
Finance
Henry Wyche Henry Wyche's Moelis & Company Experience September 2011 - June 2013
Job Associate at Tudor, Pickering, Holt & Co.
Industry Investment Management
Experience
Tudor, Pickering, Holt & Co. September 2013 - Present
Moelis & Company September 2011 - June 2013
Barclays September 2010 - June 2011
Hunt Oil Company September 2008 - September 2010
Skills
Hedge Funds, High Yield, Distressed Debt, Oil & Gas, Debt & Equity Financing, Mergers & Acquisitions, Strategic Planning
Education
Southern Methodist University 2005 — 2009
BBA, Finance
Tudor, Pickering, Holt & Co. September 2013 - Present
Moelis & Company September 2011 - June 2013
Barclays September 2010 - June 2011
Hunt Oil Company September 2008 - September 2010
Skills
Hedge Funds, High Yield, Distressed Debt, Oil & Gas, Debt & Equity Financing, Mergers & Acquisitions, Strategic Planning
Education
Southern Methodist University 2005 — 2009
BBA, Finance
Brian Callaci Brian Callaci's Moelis & Company Experience July 2014 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch 1997 - 2014
Merrill Lynch 1997 - 2014
Salomon Brothers 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Financial Analysis, Business Valuation
Education
Northwestern University - Kellogg School of Management 1993 — 1994
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign 1987 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Arjun Mathur Arjun Mathur's Moelis & Company Experience June 2014 - September 2014
Job Forward Deployed Engineer at Palantir Technologies
Industry Higher Education
Experience
Palantir Technologies June 2015 - Present
Stanford University September 2012 - June 2015
Moelis & Company June 2014 - September 2014
SurveyMonkey June 2013 - August 2013
Stanford Management Company October 2012 - December 2012
ilearnitrade June 2012 - August 2012
Gesquiere Group, Nanoscience Technology Center June 2010 - April 2011
Education
Stanford University 2011 — 2015
Bachelor’s Degree, Computer Science, with Distinction
Palantir Technologies June 2015 - Present
Stanford University September 2012 - June 2015
Moelis & Company June 2014 - September 2014
SurveyMonkey June 2013 - August 2013
Stanford Management Company October 2012 - December 2012
ilearnitrade June 2012 - August 2012
Gesquiere Group, Nanoscience Technology Center June 2010 - April 2011
Education
Stanford University 2011 — 2015
Bachelor’s Degree, Computer Science, with Distinction
Alice Wang's Moelis & Company Experience June 2015 - August 2015
Job Student at University of California, Berkeley
Industry Financial Services
Experience
Moelis & Company June 2015 - August 2015
Berkeley Economic Advising and Research January 2015 - June 2015
University of California, Berkeley, Haas School of Business January 2013 - May 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
NMN Advisors, Inc. April 2014 - June 2014
HTC January 2014 - May 2014
Credit Union for Berkeley Students, Faculty and Staff August 2013 - May 2014
Morling Financial Advisors June 2013 - December 2013
The Daily Californian April 2013 - July 2013
Associated Students of the University of California August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Data Analysis, Fundraising, Social Networking, Finance
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.) in Political Economy, Minor in Asian American and Asian Diaspora Studies
St. Michael's University School 2008 — 2012
High School, 4.0
Moelis & Company June 2015 - August 2015
Berkeley Economic Advising and Research January 2015 - June 2015
University of California, Berkeley, Haas School of Business January 2013 - May 2015
Morgan Joseph TriArtisan LLC June 2014 - August 2014
NMN Advisors, Inc. April 2014 - June 2014
HTC January 2014 - May 2014
Credit Union for Berkeley Students, Faculty and Staff August 2013 - May 2014
Morling Financial Advisors June 2013 - December 2013
The Daily Californian April 2013 - July 2013
Associated Students of the University of California August 2012 - May 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Research, Microsoft Word, Social Media, Public Speaking, Customer Service, Event Planning, Data Analysis, Fundraising, Social Networking, Finance
Education
University of California, Berkeley 2012 — 2016
Bachelor of Arts (B.A.) in Political Economy, Minor in Asian American and Asian Diaspora Studies
St. Michael's University School 2008 — 2012
High School, 4.0
Jessica M. Smith Jessica M. Smith's Moelis & Company Experience May 2015 - Present
Job Production/Design Freelancer, Writer
Industry Entertainment
Experience
Moelis & Company May 2015 - Present
Core Staffing March 2014 - Present
Universal Studios June 2008 - Present
Fly Girls, LLC February 2015 - February 2015
Showcase Productions - Dance the Magic, Inc. December 2012 - July 2014
Helen Hayes Theater February 2014 - April 2014
R.A.B. Inc April 2011 - March 2014
HSI Productions January 2014 - January 2014
John Robert Powers September 2011 - September 2013
Walt Disney World July 2005 - October 2012
Skills
Entertainment, Theatre, Acting, Film, Stage, Television, Commercials, Event Management, Music, Dance, Choreography, Theatrical Production, Plays, Management, Improvisation, Time Management, Costumes, Performing Arts, Market Research, Character Animation, Voice Acting, Comedy
Education
University of Idaho 2000 — 2004
Bachelor of Science, Theater Arts
University of Idaho 2000 — 2004
Bachelor of Science, Theatre Arts; Performance and Dance
Moelis & Company May 2015 - Present
Core Staffing March 2014 - Present
Universal Studios June 2008 - Present
Fly Girls, LLC February 2015 - February 2015
Showcase Productions - Dance the Magic, Inc. December 2012 - July 2014
Helen Hayes Theater February 2014 - April 2014
R.A.B. Inc April 2011 - March 2014
HSI Productions January 2014 - January 2014
John Robert Powers September 2011 - September 2013
Walt Disney World July 2005 - October 2012
Skills
Entertainment, Theatre, Acting, Film, Stage, Television, Commercials, Event Management, Music, Dance, Choreography, Theatrical Production, Plays, Management, Improvisation, Time Management, Costumes, Performing Arts, Market Research, Character Animation, Voice Acting, Comedy
Education
University of Idaho 2000 — 2004
Bachelor of Science, Theater Arts
University of Idaho 2000 — 2004
Bachelor of Science, Theatre Arts; Performance and Dance
Adam Lessner's Moelis & Company Experience June 2015 - Present
Job Investment Banking Summer Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2015 - Present
University of Georgia January 2015 - Present
Intuitive Surgical May 2014 - August 2014
Alere Health LLC August 2013 - December 2013
TitleMasters of Georgia, LLC May 2010 - July 2010
Skills
Financial Analysis, Data Visualization, Tableau, T-SQL, Data Analytics, SAS, Leadership, Public Speaking, Microsoft SQL Server, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), FINANCE MAJOR, Third Year
Johns Creek High School 2008 — 2012
Honors Student, AP Scholar with Honors
Moelis & Company June 2015 - Present
University of Georgia January 2015 - Present
Intuitive Surgical May 2014 - August 2014
Alere Health LLC August 2013 - December 2013
TitleMasters of Georgia, LLC May 2010 - July 2010
Skills
Financial Analysis, Data Visualization, Tableau, T-SQL, Data Analytics, SAS, Leadership, Public Speaking, Microsoft SQL Server, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork
Education
The University of Georgia 2012 — 2016
Bachelor of Business Administration (BBA), FINANCE MAJOR, Third Year
Johns Creek High School 2008 — 2012
Honors Student, AP Scholar with Honors
Matthew Wender Matthew Wender's Moelis & Company Experience July 2012 - July 2014
Job Associate at Parthenon Capital
Industry Financial Services
Experience
Parthenon Capital August 2014 - Present
Moelis & Company July 2012 - July 2014
Citi June 2011 - August 2011
Education
Princeton University 2008 — 2012
A.B., Economics
Parthenon Capital August 2014 - Present
Moelis & Company July 2012 - July 2014
Citi June 2011 - August 2011
Education
Princeton University 2008 — 2012
A.B., Economics
Chris Callesano Chris Callesano's Moelis & Company Experience November 2010 - Present
Job SVP & Corporate Controller at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company November 2010 - Present
NASDAQ OMX December 2008 - November 2010
Bank of America Merrill Lynch November 2004 - November 2008
Stryker Orthopaedics November 2002 - November 2004
ProLogis - CSI November 2000 - October 2002
Ernst & Young January 1996 - October 2000
Education
NYU Stern School of Business 2000 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Accounting
Moelis & Company November 2010 - Present
NASDAQ OMX December 2008 - November 2010
Bank of America Merrill Lynch November 2004 - November 2008
Stryker Orthopaedics November 2002 - November 2004
ProLogis - CSI November 2000 - October 2002
Ernst & Young January 1996 - October 2000
Education
NYU Stern School of Business 2000 — 2003
MBA, Finance
Penn State University 1991 — 1995
BS, Accounting
Brian Davis's Moelis & Company Experience September 2014 - Present
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2014 - Present
Lincoln International July 2013 - August 2014
CC Industries June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Valuation, Private Equity, Investment Banking, Capital IQ, Business Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Finance
Moelis & Company September 2014 - Present
Lincoln International July 2013 - August 2014
CC Industries June 2012 - August 2012
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Accounting, Valuation, Private Equity, Investment Banking, Capital IQ, Business Valuation
Education
University of Illinois at Urbana-Champaign 2009 — 2013
Bachelor of Science (BS), Finance
Dan Motulsky Dan Motulsky's Moelis & Company Experience 2015 - Present
Job Managing Director at Moelis & Company
Industry Financial Services
Experience
Moelis & Company 2015 - Present
The Bon Ton Stores Inc. 2014 - Present
Lazard 1998 - 2014
Mega Brands 2006 - 2009
Tanner & Co. 1988 - 1997
Salomon Brothers 1985 - 1987
VLSI Technology, Inc. 1984 - 1984
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Management, Private Equity, Valuation, Capital Markets, Venture Capital, LBO, Corporate Finance, Hedge Funds, Corporate Development, Customer Driven, Executive-Level..., M&A experience, Team Building, Getting The Job Done, Leadership
Education
Stanford University
Bachelor of Science (B.S.) with Distinction, Electrical Engineering and Computer Science
Stuyvesant High School
Wesleyan University
Moelis & Company 2015 - Present
The Bon Ton Stores Inc. 2014 - Present
Lazard 1998 - 2014
Mega Brands 2006 - 2009
Tanner & Co. 1988 - 1997
Salomon Brothers 1985 - 1987
VLSI Technology, Inc. 1984 - 1984
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Management, Private Equity, Valuation, Capital Markets, Venture Capital, LBO, Corporate Finance, Hedge Funds, Corporate Development, Customer Driven, Executive-Level..., M&A experience, Team Building, Getting The Job Done, Leadership
Education
Stanford University
Bachelor of Science (B.S.) with Distinction, Electrical Engineering and Computer Science
Stuyvesant High School
Wesleyan University
Taresh Batra's Moelis & Company Experience September 2009 - June 2011
Job Investment Analyst at Glenhill Capital
Industry Investment Management
Experience
Glenhill Capital December 2014 - Present
Wing Lake Capital April 2014 - October 2014
Trian Partners July 2011 - March 2014
Moelis & Company September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Skills
Investment Banking, LBO, Investments, Bloomberg, Valuation, Financial Modeling, Private Equity, Hedge Funds, M&A experience, Equities, Corporate Finance, Private Placements, Due Diligence, Fixed Income, Leveraged Finance, Emerging Markets, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2001 — 2005
Glenhill Capital December 2014 - Present
Wing Lake Capital April 2014 - October 2014
Trian Partners July 2011 - March 2014
Moelis & Company September 2009 - June 2011
UBS Investment Bank June 2008 - August 2008
Skills
Investment Banking, LBO, Investments, Bloomberg, Valuation, Financial Modeling, Private Equity, Hedge Funds, M&A experience, Equities, Corporate Finance, Private Placements, Due Diligence, Fixed Income, Leveraged Finance, Emerging Markets, Capital Markets
Education
Northwestern University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2001 — 2005
Daniel Baddeloo Daniel Baddeloo's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Guzman Investment Strategies May 2013 - January 2014
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Excel, Bloomberg, Capital IQ, Valuation, Financial Modeling, Oil & Gas, Commodity Markets, Foreign Exchange, Macroeconomics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2007 — 2011
High School Diploma
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Cappello Group, Inc. January 2014 - May 2014
Guzman Investment Strategies May 2013 - January 2014
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Excel, Bloomberg, Capital IQ, Valuation, Financial Modeling, Oil & Gas, Commodity Markets, Foreign Exchange, Macroeconomics
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Glenbrook South High School 2007 — 2011
High School Diploma
James Gallardo's Moelis & Company Experience June 2010 - August 2010
Job Senior Analyst, Commercial Strategy and Insight at Financial Times
Industry Publishing
Experience
Financial Times July 2015 - Present
Barron's March 2012 - July 2015
StepStone Group November 2011 - March 2012
Moelis & Company June 2010 - August 2010
Skills
Market Research, Social Media, Data Analysis, Analytics, Blogging, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Digital Marketing, Qualtrics, Marketing, Questionnaire Design, Online Research, Quantitative Research, Adobe Marketing Cloud, Kantar, comScore, Digital Media, Analysis
Education
Southern Methodist University 2007 — 2011
B.S.F.A., Economics
Fundación Ortega - Marañón 2010 — 2010
B.A., Spanish
Horace Greeley High School 2003 — 2007
Financial Times July 2015 - Present
Barron's March 2012 - July 2015
StepStone Group November 2011 - March 2012
Moelis & Company June 2010 - August 2010
Skills
Market Research, Social Media, Data Analysis, Analytics, Blogging, Research, Microsoft Office, Microsoft Excel, PowerPoint, Social Networking, Digital Marketing, Qualtrics, Marketing, Questionnaire Design, Online Research, Quantitative Research, Adobe Marketing Cloud, Kantar, comScore, Digital Media, Analysis
Education
Southern Methodist University 2007 — 2011
B.S.F.A., Economics
Fundación Ortega - Marañón 2010 — 2010
B.A., Spanish
Horace Greeley High School 2003 — 2007
Ross Kilroy's Moelis & Company Experience July 2008 - June 2010
Job Vice President & CoFounder at Unity Investment Partners, LLC
Industry Venture Capital & Private Equity
Experience
Unity Investment Partners, LLC April 2013 - Present
Newstone Capital Partners July 2010 - March 2013
Moelis & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
Business
Loyola High School 2000 — 2004
Unity Investment Partners, LLC April 2013 - Present
Newstone Capital Partners July 2010 - March 2013
Moelis & Company July 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Education
University of California, Berkeley, Haas School of Business 2004 — 2008
Business
Loyola High School 2000 — 2004
Nick Riehl, CPA Nick Riehl, CPA's Moelis & Company Experience July 2014 - Present
Job Associate Moelis & Company
Industry Accounting
Experience
Moelis & Company July 2014 - Present
Toys R Us May 2013 - July 2014
Toys R Us May 2011 - May 2013
Toys R Us March 2010 - April 2011
KPMG LLP January 2009 - September 2009
KPMG LLP June 2007 - August 2007
Preferred Pension Planning Corporation February 2006 - August 2006
Skills
Financial Reporting, SEC filings, GAAP, Microsoft Excel, Financial Statements, PowerPoint, Stock Compensation, S-4, S-1, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, Revenue Recognition, Financial Accounting, Internal Audit
Education
The College of New Jersey
Bachelor of Science, Accountancy
Moelis & Company July 2014 - Present
Toys R Us May 2013 - July 2014
Toys R Us May 2011 - May 2013
Toys R Us March 2010 - April 2011
KPMG LLP January 2009 - September 2009
KPMG LLP June 2007 - August 2007
Preferred Pension Planning Corporation February 2006 - August 2006
Skills
Financial Reporting, SEC filings, GAAP, Microsoft Excel, Financial Statements, PowerPoint, Stock Compensation, S-4, S-1, Internal Controls, Financial Analysis, Accounting, Sarbanes-Oxley Act, US GAAP, Auditing, Revenue Recognition, Financial Accounting, Internal Audit
Education
The College of New Jersey
Bachelor of Science, Accountancy
Anand Cherukuri's Moelis & Company Experience May 2012 - May 2014
Job Investment Banking Analyst Mergers & Acquisitions at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Oppenheimer & Co. Inc. May 2014 - Present
Right To Play April 2014 - Present
Moelis & Company May 2012 - May 2014
Investment Banking Institute July 2011 - May 2012
LogixData June 2009 - June 2011
UBS September 2008 - May 2009
Waddell & Reed Financial Services January 2008 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Dealogic, Bloomberg Terminal, Capital IQ, Valuation, Finance, Investment Banking, Capital Markets, Mergers & Acquisitions, Accounting, Investments, Public Speaking, Microsoft Office, Analysis, Mergers, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Bloomberg, DCF
Education
University of California, Riverside 2006 — 2010
B.S. Business Administration
University of Oxford 2010 — 2010
Diamond Bar High School 2002 — 2006
Investment Banking Institute
Mathew Rosenburg Mathew Rosenburg's Moelis & Company Experience July 2015 - Present
Job Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Canyon Capital Advisors June 2013 - July 2013
Gurtin Fixed Income Management, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Accounting, PowerPoint, Microsoft Office, Financial Analysis, Fixed Income, Data Analysis, Financial Markets, Research, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
BA, Business-Economics
Universitat Autònoma de Barcelona 2013 — 2013
International Finance and Economics
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Canyon Capital Advisors June 2013 - July 2013
Gurtin Fixed Income Management, LLC June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Social Media, Accounting, PowerPoint, Microsoft Office, Financial Analysis, Fixed Income, Data Analysis, Financial Markets, Research, Financial Modeling
Education
University of California, Los Angeles 2011 — 2015
BA, Business-Economics
Universitat Autònoma de Barcelona 2013 — 2013
International Finance and Economics
Avishay Atias Avishay Atias's Moelis & Company Experience November 2014 - Present
Job Investment Banker
Industry Investment Banking
Experience
Moelis & Company November 2014 - Present
PricewaterhouseCoopers September 2010 - Present
HSBC June 2009 - September 2009
Champion Motors October 2006 - August 2008
PricewaterhouseCoopers December 2002 - September 2006
Israel Defense Forces November 1994 - January 1998
Skills
Corporate Finance, Valuation, Investment Banking, Project Management, Forecasting, Pricing, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Valuation Modeling, Private Equity Firms, Capital Budgeting, Private Equity, Strategy, Investments, Strategic Financial..., Analysis, Accounting, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, Corporate Finance and Entrepreneurship
Hebrew University of Jerusalem - School for Business Administration 2003 — 2004
Diploma Studies in Accounting, Certified Public Accountant (CPA)
Hebrew University of Jerusalem - School for Business Administration 1999 — 2003
Bachelor of Arts, Double Major in Accounting and Economics
Moelis & Company November 2014 - Present
PricewaterhouseCoopers September 2010 - Present
HSBC June 2009 - September 2009
Champion Motors October 2006 - August 2008
PricewaterhouseCoopers December 2002 - September 2006
Israel Defense Forces November 1994 - January 1998
Skills
Corporate Finance, Valuation, Investment Banking, Project Management, Forecasting, Pricing, Financial Modeling, Financial Analysis, Due Diligence, Capital Markets, Valuation Modeling, Private Equity Firms, Capital Budgeting, Private Equity, Strategy, Investments, Strategic Financial..., Analysis, Accounting, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2008 — 2010
Master of Business Administration (MBA), Finance, Corporate Finance and Entrepreneurship
Hebrew University of Jerusalem - School for Business Administration 2003 — 2004
Diploma Studies in Accounting, Certified Public Accountant (CPA)
Hebrew University of Jerusalem - School for Business Administration 1999 — 2003
Bachelor of Arts, Double Major in Accounting and Economics
Gregory Tornberg, CFA Gregory Tornberg, CFA's Moelis & Company Experience July 2015 - Present
Job Associate at Moelis & Company
Industry Investment Management
Experience
Moelis & Company July 2015 - Present
PIMCO January 2008 - May 2013
Skills
Chartered Financial..., Investments, Investment Management, Bloomberg, Fixed Income, Equity Research, Equities, Financial Modeling, Derivatives, Capital Markets, Portfolio Management, Mutual Funds, FX Options
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2004 — 2007
Bachelor’s Degree, Economics
Moelis & Company July 2015 - Present
PIMCO January 2008 - May 2013
Skills
Chartered Financial..., Investments, Investment Management, Bloomberg, Fixed Income, Equity Research, Equities, Financial Modeling, Derivatives, Capital Markets, Portfolio Management, Mutual Funds, FX Options
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (MBA), Finance, General
University of California, Irvine 2004 — 2007
Bachelor’s Degree, Economics
Adam Millers Adam Millers's Moelis & Company Experience 2015 - Present
Job Investment Banking Summer Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company 2015 - Present
Aegon USA Investment Management May 2014 - January 2015
The University of Iowa December 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Customer Service, Research, Event Planning, Teamwork, Leadership, Time Management, Financial Modeling
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Moelis & Company 2015 - Present
Aegon USA Investment Management May 2014 - January 2015
The University of Iowa December 2012 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Social Media, Microsoft Word, Public Speaking, Customer Service, Research, Event Planning, Teamwork, Leadership, Time Management, Financial Modeling
Education
University of Iowa 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, Sophomore
Samantha Mahler Samantha Mahler's Moelis & Company Experience June 2015 - Present
Job Administrative Assistant to Recruiting Team at Moelis & Company
Industry Human Resources
Experience
Moelis & Company June 2015 - Present
The Pennsylvania State University June 2011 - May 2015
Bernards Township Summer Recreation Camp June 2014 - August 2014
PricewaterhouseCoopers June 2014 - June 2014
Sigma Kappa Sorority January 2013 - December 2013
Sigma Kappa Sorority September 2012 - December 2012
Skills
Event Planning, Microsoft Word, Social Media, Leadership, Editing, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Research, Social Networking, Outlook
Education
Penn State University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Richmond, The American International University in London
Bachelor of Arts (B.A.), Psychology
Moelis & Company June 2015 - Present
The Pennsylvania State University June 2011 - May 2015
Bernards Township Summer Recreation Camp June 2014 - August 2014
PricewaterhouseCoopers June 2014 - June 2014
Sigma Kappa Sorority January 2013 - December 2013
Sigma Kappa Sorority September 2012 - December 2012
Skills
Event Planning, Microsoft Word, Social Media, Leadership, Editing, Data Analysis, Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Research, Social Networking, Outlook
Education
Penn State University 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Richmond, The American International University in London
Bachelor of Arts (B.A.), Psychology
David S. Felman's Moelis & Company Experience 2007 - 2014
Job Partner at Cardinal Advisors
Industry Investment Banking
Experience
Cardinal Advisors, LLC 2014 - Present
Moelis & Company 2007 - 2014
UBS Investment Bank 2005 - 2007
Stanford Management Company 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Leveraged Finance, M&A experience, Mergers & Acquisitions, LBO, Restructuring, Capital Markets, Economics, Hedge Funds, Financial Advisory, Investments, Finance, Due Diligence
Education
Stanford University
Bachelor's Degree, Economics and Political Science (Double Major)
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Windward School
High School
Cardinal Advisors, LLC 2014 - Present
Moelis & Company 2007 - 2014
UBS Investment Bank 2005 - 2007
Stanford Management Company 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Leveraged Finance, M&A experience, Mergers & Acquisitions, LBO, Restructuring, Capital Markets, Economics, Hedge Funds, Financial Advisory, Investments, Finance, Due Diligence
Education
Stanford University
Bachelor's Degree, Economics and Political Science (Double Major)
UCLA Anderson School of Management
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Windward School
High School
Dionne Jones's Moelis & Company Experience June 2011 - April 2015
Job Actor/ Writer
Industry Entertainment
Experience
Fischerjones November 2005 - Present
Moelis & Company June 2011 - April 2015
Davie Brown Entertainment 2005 - 2011
Skills
Entertainment, Casting, Film, Film Production, Digital Marketing, Commercials
Education
New School University 1995 — 1997
Master of Fine Art, Acting
Sam Houston State University
Bachelor of Fine Arts (B.F.A.), English Language and Literature/Letters
Fischerjones November 2005 - Present
Moelis & Company June 2011 - April 2015
Davie Brown Entertainment 2005 - 2011
Skills
Entertainment, Casting, Film, Film Production, Digital Marketing, Commercials
Education
New School University 1995 — 1997
Master of Fine Art, Acting
Sam Houston State University
Bachelor of Fine Arts (B.F.A.), English Language and Literature/Letters
Steven White's Moelis & Company Experience June 2010 - August 2012
Job Private Equity at Vista Equity Partners
Industry Venture Capital & Private Equity
Experience
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
Vista Equity Partners August 2014 - Present
TPG Capital August 2012 - August 2014
Moelis & Company June 2010 - August 2012
Moelis & Company June 2009 - August 2009
Circos.com June 2008 - January 2009
Bernstein Global Wealth Management June 2007 - September 2007
Fritz Institute July 2005 - September 2005
Skills
Social Media, Online Advertising, SEO, Financial Modeling, Private Equity, Venture Capital, Valuation, Corporate Development, Investment Banking, Hedge Funds, Corporate Finance, Capital Markets, Investments, Due Diligence, Financial Analysis, Mergers, Asset Managment, Business Development, Finance, Start-ups
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Business Economics
Menlo School 2002 — 2006
David McDermott's Moelis & Company Experience July 2014 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch February 2014 - June 2014
B of A Merrill Lynch July 2007 - June 2014
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, DCF, Financial Analysis, LBO, Due Diligence
Education
University of Iowa 2004 — 2007
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Moelis & Company July 2014 - Present
Bank of America Merrill Lynch February 2014 - June 2014
B of A Merrill Lynch July 2007 - June 2014
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, DCF, Financial Analysis, LBO, Due Diligence
Education
University of Iowa 2004 — 2007
BBA, Finance
University of Iowa - Henry B. Tippie College of Business 2004 — 2007
Bachelor of Business Administration (BBA), Finance
Wayne Horner's Moelis & Company Experience July 2013 - Present
Job Vice President Networks at Moelis & Company
Industry Nonprofit Organization Management
Experience
Moelis & Company July 2013 - Present
Ziff Brothers Investments December 2008 - June 2013
NECA October 2005 - November 2008
Oticon Inc. June 2000 - October 2005
Skills
Active Directory, Project Management, IT Strategy, Security, Change Management, Network Engineering, Network Architecture, Network Security, IP Networking, Cisco Technologies, Windows, VMware, Firewalls, VMware ESX, Networking, Linux, Network Design, IP, DNS, WAN, Troubleshooting, DHCP, Routing, Data Center, Telecommunications, MPLS, Management, LAN-WAN, Disaster Recovery, Cloud Computing, Virtualization, Wireless, Network Administration, OSPF, BGP, Ethernet, Vendor Management, Strategy, IT Management, Integration, VoIP
Education
Penn State University 1994 — 1999
South Hunterdon Regional High School 1990 — 1994
High School Diploma
Moelis & Company July 2013 - Present
Ziff Brothers Investments December 2008 - June 2013
NECA October 2005 - November 2008
Oticon Inc. June 2000 - October 2005
Skills
Active Directory, Project Management, IT Strategy, Security, Change Management, Network Engineering, Network Architecture, Network Security, IP Networking, Cisco Technologies, Windows, VMware, Firewalls, VMware ESX, Networking, Linux, Network Design, IP, DNS, WAN, Troubleshooting, DHCP, Routing, Data Center, Telecommunications, MPLS, Management, LAN-WAN, Disaster Recovery, Cloud Computing, Virtualization, Wireless, Network Administration, OSPF, BGP, Ethernet, Vendor Management, Strategy, IT Management, Integration, VoIP
Education
Penn State University 1994 — 1999
South Hunterdon Regional High School 1990 — 1994
High School Diploma
Evan Wong's Moelis & Company Experience 2011 - Present
Job Finance Associate, Moelis & Company
Industry Financial Services
Experience
Moelis & Company 2011 - Present
AIG 2009 - 2011
American International Group 2007 - 2009
Tumi, Inc 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Budgeting, Project Management, Reporting & Analysis, Analysis, Financial Planning, Corporate Finance, Management, Strategic Financial..., Business Process..., Strategic Planning, Business Intelligence, Insurance, Sarbanes-Oxley Act, Internal Controls, Finance, Accounting, Financial Reporting, Business Analysis, Compensation Planning, Equity Compensation, Cost Reporting, Cost Savings
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Moelis & Company 2011 - Present
AIG 2009 - 2011
American International Group 2007 - 2009
Tumi, Inc 2006 - 2007
Skills
Financial Analysis, Financial Modeling, Forecasting, Budgeting, Project Management, Reporting & Analysis, Analysis, Financial Planning, Corporate Finance, Management, Strategic Financial..., Business Process..., Strategic Planning, Business Intelligence, Insurance, Sarbanes-Oxley Act, Internal Controls, Finance, Accounting, Financial Reporting, Business Analysis, Compensation Planning, Equity Compensation, Cost Reporting, Cost Savings
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Christopher Yager, CPA's Moelis & Company Experience January 2015 - Present
Job Vice President at Moelis & Company
Industry Accounting
Experience
Moelis & Company January 2015 - Present
Moelis & Company October 2012 - Present
Morgan Stanley July 2007 - October 2012
McGladrey & Pullen, LLP January 2006 - July 2007
McGladrey & Pullen January 2005 - April 2005
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Statements, Financial Modeling, SEC Filings, Financial Risk, General Ledger, Corporate Finance, CPA, Account Reconciliation, Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Accounting
Moelis & Company January 2015 - Present
Moelis & Company October 2012 - Present
Morgan Stanley July 2007 - October 2012
McGladrey & Pullen, LLP January 2006 - July 2007
McGladrey & Pullen January 2005 - April 2005
Skills
Financial Reporting, Financial Analysis, Accounting, US GAAP, Auditing, Financial Accounting, Internal Controls, GAAP, Financial Statements, Financial Modeling, SEC Filings, Financial Risk, General Ledger, Corporate Finance, CPA, Account Reconciliation, Management
Education
St. John's University, The Peter J. Tobin College of Business 2001 — 2005
BS, Accounting
Daniel Webber's Moelis & Company Experience July 2012 - May 2014
Job Treasury Director Capital Markets at Tribune Company
Industry Broadcast Media
Experience
Tribune Company May 2014 - Present
Moelis & Company July 2012 - May 2014
HBO March 2009 - June 2010
Accenture August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Business Valuation, LBO, Financial Analysis, Digital Media, DCF, Restructuring, Venture Capital, Product Management, Product Development, Media, Entertainment, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Accounting, Economics, Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration, Accounting, Business Information Technology
Tribune Company May 2014 - Present
Moelis & Company July 2012 - May 2014
HBO March 2009 - June 2010
Accenture August 2005 - February 2009
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Business Valuation, LBO, Financial Analysis, Digital Media, DCF, Restructuring, Venture Capital, Product Management, Product Development, Media, Entertainment, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Accounting, Economics, Entrepreneurship, Finance
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
Bachelor of Business Administration, Accounting, Business Information Technology
Sakya Duvvuru's Moelis & Company Experience July 2010 - November 2012
Job Portfolio Manager at Weaving Capital
Industry Investment Management
Experience
Weaving Capital November 2012 - Present
Moelis & Company July 2010 - November 2012
Skills
Valuation, Financial Modeling, LBO, Corporate Finance, Capital IQ, Financial Analysis, Mergers, Private Equity, Bloomberg, Venture Capital, Leveraged Finance, DCF, Economics, Due Diligence, M&A experience, Bloomberg Terminal, Business Strategy, Capital Markets
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (B.A.), Economics
Weaving Capital November 2012 - Present
Moelis & Company July 2010 - November 2012
Skills
Valuation, Financial Modeling, LBO, Corporate Finance, Capital IQ, Financial Analysis, Mergers, Private Equity, Bloomberg, Venture Capital, Leveraged Finance, DCF, Economics, Due Diligence, M&A experience, Bloomberg Terminal, Business Strategy, Capital Markets
Education
University of California, Berkeley 2006 — 2010
Bachelor of Arts (B.A.), Economics
Jeffrey Kuo's Moelis & Company Experience June 2010 - June 2012
Job Associate at The Gores Group
Industry Venture Capital & Private Equity
Experience
Moelis & Company June 2010 - June 2012
BTI Group January 2008 - April 2008
Education
University of California, Berkeley 2006 — 2010
University of California, Berkeley, Haas School of Business 2006 — 2010
Business Administration, Finance
Moelis & Company June 2010 - June 2012
BTI Group January 2008 - April 2008
Education
University of California, Berkeley 2006 — 2010
University of California, Berkeley, Haas School of Business 2006 — 2010
Business Administration, Finance
Katie Low Anderson's Moelis & Company Experience July 2009 - July 2010
Job Senior Vice President of Corporate Finance at California Pizza Kitchen
Industry Restaurants
Experience
California Pizza Kitchen January 2015 - Present
California Pizza Kitchen May 2013 - January 2015
California Pizza Kitchen July 2010 - May 2013
Moelis & Company July 2009 - July 2010
Citi June 2004 - July 2007
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and Strategy
Northwestern University 2000 — 2004
BA, Economics, Spanish
California Pizza Kitchen January 2015 - Present
California Pizza Kitchen May 2013 - January 2015
California Pizza Kitchen July 2010 - May 2013
Moelis & Company July 2009 - July 2010
Citi June 2004 - July 2007
Education
UCLA Anderson School of Management 2007 — 2009
MBA, Finance and Strategy
Northwestern University 2000 — 2004
BA, Economics, Spanish
Ryan Cech's Moelis & Company Experience June 2008 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Bear Stearns July 2004 - June 2008
Adams Street Partners August 2007 - March 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S. in Finance
Moelis & Company June 2008 - Present
Bear Stearns July 2004 - June 2008
Adams Street Partners August 2007 - March 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S. in Finance
Catherine Cornell's Moelis & Company Experience July 2010 - August 2011
Job NotforProfit Financial Analyst
Industry Higher Education
Experience
Deloitte Corporate Finance September 2011 - October 2013
Moelis & Company July 2010 - August 2011
Moelis & Company June 2009 - August 2009
Skills
Financial Modeling, Equities, Corporate Finance, Valuation, Leveraged Finance, Investment Banking, Bloomberg, Due Diligence, Private Equity, Capital Markets, Financial Analysis
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A Finance, B.A. German
Deloitte Corporate Finance September 2011 - October 2013
Moelis & Company July 2010 - August 2011
Moelis & Company June 2009 - August 2009
Skills
Financial Modeling, Equities, Corporate Finance, Valuation, Leveraged Finance, Investment Banking, Bloomberg, Due Diligence, Private Equity, Capital Markets, Financial Analysis
Education
University of Georgia - Terry College of Business 2006 — 2010
B.B.A Finance, B.A. German
Matthew Cautero's Moelis & Company Experience July 2013 - February 2015
Job Associate at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey September 2015 - Present
Sony Pictures Entertainment February 2015 - September 2015
Moelis & Company July 2013 - February 2015
UCLA Anderson School of Management August 2011 - June 2013
Deutsche Bank June 2012 - August 2012
University of Pennsylvania Office of Investments February 2009 - June 2011
Lazard July 2006 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Competitive Analysis, Hedge Funds, Venture Capital, Equities, Equity Research, Portfolio Management, Mergers, Fixed Income, Business Strategy, Corporate Development, Business Development, Mergers & Acquisitions, Strategy, Finance, Analysis, Management, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
B.A., History
Houlihan Lokey September 2015 - Present
Sony Pictures Entertainment February 2015 - September 2015
Moelis & Company July 2013 - February 2015
UCLA Anderson School of Management August 2011 - June 2013
Deutsche Bank June 2012 - August 2012
University of Pennsylvania Office of Investments February 2009 - June 2011
Lazard July 2006 - February 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Competitive Analysis, Hedge Funds, Venture Capital, Equities, Equity Research, Portfolio Management, Mergers, Fixed Income, Business Strategy, Corporate Development, Business Development, Mergers & Acquisitions, Strategy, Finance, Analysis, Management, Capital Markets, Bloomberg
Education
UCLA Anderson School of Management 2011 — 2013
Master of Business Administration (MBA), Finance
Yale University 2002 — 2006
B.A., History
Anton Pismenyuk's Moelis & Company Experience February 2014 - Present
Job Investment Banking Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company February 2014 - Present
RBC Capital Markets August 2012 - January 2014
RBC Capital Markets February 2010 - August 2012
HFBE, Inc. July 2008 - February 2010
MonroeVos Consulting Group May 2007 - August 2007
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Mergers, Investments, Divestitures, Investment Banking, Financial Analysis, DCF, IPO, M, Capital IQ, Equity Valuation, Financial Markets, Series 7, Energy, Banking, Finance, Bloomberg, Capital Markets, LBO
Education
Southern Methodist University 2004 — 2008
BBA in Finance, Finance, Accounting, Economics
Southern Methodist University - Cox School of Business 2004 — 2008
BBA in Finance, with emphasis in Accounting
Moelis & Company February 2014 - Present
RBC Capital Markets August 2012 - January 2014
RBC Capital Markets February 2010 - August 2012
HFBE, Inc. July 2008 - February 2010
MonroeVos Consulting Group May 2007 - August 2007
Skills
Corporate Finance, Financial Modeling, Due Diligence, Valuation, Mergers, Investments, Divestitures, Investment Banking, Financial Analysis, DCF, IPO, M, Capital IQ, Equity Valuation, Financial Markets, Series 7, Energy, Banking, Finance, Bloomberg, Capital Markets, LBO
Education
Southern Methodist University 2004 — 2008
BBA in Finance, Finance, Accounting, Economics
Southern Methodist University - Cox School of Business 2004 — 2008
BBA in Finance, with emphasis in Accounting
Dior Vargas's Moelis & Company Experience June 2009 - January 2010
Job Experienced Production Manager, Social Media Lead, and Digital Media Specialist
Industry Media Production
Experience
NAMI October 2014 - Present
Third Wave Foundation September 2012 - Present
Barnes & Noble March 2013 - November 2014
Random House November 2010 - March 2013
The Feminist Press January 2010 - December 2011
Gloria Feldt July 2010 - December 2010
John Wiley and Sons April 2010 - October 2010
The Feminist Press July 2009 - March 2010
Moelis & Company June 2009 - January 2010
Meridians September 2008 - May 2009
Skills
Wordpress, Adobe Creative Suite, Microsoft Office, HTML, CSS, XML, Oxygen, Publishing, Editing, Constant Contact, Social Media, Writing, Copy Editing, FileMaker, Books, Proofreading, Creative Writing, Social Media Marketing, WordPress, Layout, Fundraising, Public Relations, Blogging, Graphic Design, Research, Facebook, Community Outreach, Marketing, Social Networking
Education
Pace University 2009 — 2011
Master's, Publishing
Smith College 2005 — 2009
Bachelor of Arts, Study of Women and Gender
NAMI October 2014 - Present
Third Wave Foundation September 2012 - Present
Barnes & Noble March 2013 - November 2014
Random House November 2010 - March 2013
The Feminist Press January 2010 - December 2011
Gloria Feldt July 2010 - December 2010
John Wiley and Sons April 2010 - October 2010
The Feminist Press July 2009 - March 2010
Moelis & Company June 2009 - January 2010
Meridians September 2008 - May 2009
Skills
Wordpress, Adobe Creative Suite, Microsoft Office, HTML, CSS, XML, Oxygen, Publishing, Editing, Constant Contact, Social Media, Writing, Copy Editing, FileMaker, Books, Proofreading, Creative Writing, Social Media Marketing, WordPress, Layout, Fundraising, Public Relations, Blogging, Graphic Design, Research, Facebook, Community Outreach, Marketing, Social Networking
Education
Pace University 2009 — 2011
Master's, Publishing
Smith College 2005 — 2009
Bachelor of Arts, Study of Women and Gender
Jennifer Magee Higgins, CPA's Moelis & Company Experience September 2010 - July 2012
Job Manager of Financial Planning & Analysis at SRSsoft
Industry Computer Software
Experience
SRSsoft April 2014 - Present
Moody's Corporation August 2012 - April 2014
Moelis & Company September 2010 - July 2012
Universal Music Group December 2009 - September 2010
KPMG September 2007 - December 2009
Skills
CPA, Financial Analysis, Financial Modeling, Internal Controls, Valuation, Financial Reporting, Accounting, Due Diligence, US GAAP, Auditing, Corporate Finance, Private Equity, SEC filings, Sarbanes-Oxley Act, Finance, Hedge Funds, Forecasting, Revenue Recognition, External Audit, Analysis, Financial Services
Education
Providence College 2003 — 2007
BS, Accounting
SRSsoft April 2014 - Present
Moody's Corporation August 2012 - April 2014
Moelis & Company September 2010 - July 2012
Universal Music Group December 2009 - September 2010
KPMG September 2007 - December 2009
Skills
CPA, Financial Analysis, Financial Modeling, Internal Controls, Valuation, Financial Reporting, Accounting, Due Diligence, US GAAP, Auditing, Corporate Finance, Private Equity, SEC filings, Sarbanes-Oxley Act, Finance, Hedge Funds, Forecasting, Revenue Recognition, External Audit, Analysis, Financial Services
Education
Providence College 2003 — 2007
BS, Accounting
Alex Kozlovski's Moelis & Company Experience April 2010 - Present
Job RRD Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2010 - Present
Kaplan Publishing August 2009 - September 2010
UBS Securities, LLC September 2005 - May 2008
Innerspace Electronics, Inc October 2003 - September 2005
Deutsche Bank May 2000 - October 2003
Skills
Microsoft Excel, PowerPoint, CSS, Electronic Trading, Technical Support, Data Entry, Data Center, Outlook, InDesign, Illustrator, Social Media, Visio, Microsoft Office, Microsoft Word, Photoshop, Access, Windows 7, HTML, Windows, Adobe Acrobat, Adobe Creative Suite, Troubleshooting
Education
Pace University 2009 — 2009
certificate, Adobe Web Design
Weschester Community College 2005 — 2005
NA, Course of Microsoft Access for advanced users
BELARUSSIAN STATE UNIVERSITY Minsk, Belarus 1972 — 1977
Master Degree, Geography
Moelis & Company April 2010 - Present
Kaplan Publishing August 2009 - September 2010
UBS Securities, LLC September 2005 - May 2008
Innerspace Electronics, Inc October 2003 - September 2005
Deutsche Bank May 2000 - October 2003
Skills
Microsoft Excel, PowerPoint, CSS, Electronic Trading, Technical Support, Data Entry, Data Center, Outlook, InDesign, Illustrator, Social Media, Visio, Microsoft Office, Microsoft Word, Photoshop, Access, Windows 7, HTML, Windows, Adobe Acrobat, Adobe Creative Suite, Troubleshooting
Education
Pace University 2009 — 2009
certificate, Adobe Web Design
Weschester Community College 2005 — 2005
NA, Course of Microsoft Access for advanced users
BELARUSSIAN STATE UNIVERSITY Minsk, Belarus 1972 — 1977
Master Degree, Geography
Gina Ciancio's Moelis & Company Experience May 2010 - June 2012
Job Administrative Assistant at Pershing
Industry Human Resources
Experience
Pershing May 2012 - Present
Moelis & Company May 2010 - June 2012
HC Associates July 2009 - May 2010
Bonnie Brae September 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, System Administration, Event Management, Research, Customer Service, Administration, Microsoft Office, Event Planning, Public Speaking, Social Media
Education
Seton Hall University 2005 — 2009
Bachelor of the Arts, Psychology
Italiaidea 2008 — 2008
6 Credits, Italian
Pershing May 2012 - Present
Moelis & Company May 2010 - June 2012
HC Associates July 2009 - May 2010
Bonnie Brae September 2008 - December 2008
Skills
PowerPoint, Microsoft Word, Microsoft Excel, System Administration, Event Management, Research, Customer Service, Administration, Microsoft Office, Event Planning, Public Speaking, Social Media
Education
Seton Hall University 2005 — 2009
Bachelor of the Arts, Psychology
Italiaidea 2008 — 2008
6 Credits, Italian
Mukul Hariharan's Moelis & Company Experience January 2012 - May 2012
Job Analyst at Carlson Capital, L.P.
Industry Investment Banking
Experience
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Carlson Capital, L.P. May 2012 - Present
Moelis & Company January 2012 - May 2012
Moelis & Company August 2010 - December 2011
JP Morgan July 2008 - July 2010
Piedmont Airlines March 2005 - January 2006
Island Air August 2004 - February 2005
Alliance Flight Services 2002 - 2004
Airline Transport Professionals May 2002 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2008
MBA, Finance
The University of Texas at Austin 1997 — 2002
Bachelor of Science, Aerospace Engineering
Hunter Davis's Moelis & Company Experience August 2007 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2007 - Present
Bear Stearns July 2006 - July 2007
Education
The University of Kansas 2002 — 2006
B.S., Finance, Business Administration
Moelis & Company August 2007 - Present
Bear Stearns July 2006 - July 2007
Education
The University of Kansas 2002 — 2006
B.S., Finance, Business Administration
Stan Holtz's Moelis & Company Experience 2009 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Bill Derrough's Moelis & Company Experience 2008 - Present
Job CoHead Recapitalization & Restructuring, at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2008 - Present
Jefferies & Company April 1998 - April 2008
Education
University of California, Berkeley 1983 — 1988
San Marin
Moelis & Company 2008 - Present
Jefferies & Company April 1998 - April 2008
Education
University of California, Berkeley 1983 — 1988
San Marin
Jorge Ortega Haye's Moelis & Company Experience June 2015 - August 2015
Job Investment Banking Summer Associate at Moelis & Company
Industry Investment Banking
Experience
The University of Chicago September 2014 - Present
Moelis & Company June 2015 - August 2015
Banco Penta March 2014 - July 2014
Banco Penta March 2013 - February 2014
Penta June 2012 - February 2013
Empresas Copec June 2010 - June 2012
Skills
Valuation, Spanish, Corporate Finance, Negotiation, Financial Modeling, Mining, Capital Markets, Fixed Income, Investment Banking, Latin America, Risk Management, Mergers
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA Candidate
Pontificia Universidad Católica de Chile 2009 — 2010
Magister en Ingenieria, Mineria y Economia
Pontificia Universidad Católica de Chile 2004 — 2009
Ingeniero Civil Industrial, Mineria
The University of Chicago September 2014 - Present
Moelis & Company June 2015 - August 2015
Banco Penta March 2014 - July 2014
Banco Penta March 2013 - February 2014
Penta June 2012 - February 2013
Empresas Copec June 2010 - June 2012
Skills
Valuation, Spanish, Corporate Finance, Negotiation, Financial Modeling, Mining, Capital Markets, Fixed Income, Investment Banking, Latin America, Risk Management, Mergers
Education
The University of Chicago Booth School of Business 2014 — 2016
MBA Candidate
Pontificia Universidad Católica de Chile 2009 — 2010
Magister en Ingenieria, Mineria y Economia
Pontificia Universidad Católica de Chile 2004 — 2009
Ingeniero Civil Industrial, Mineria
Jonathan Weibrecht's Moelis & Company Experience February 2015 - Present
Job Associate, Investment Banking
Industry Investment Banking
Experience
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Moelis & Company February 2015 - Present
Citigroup Inc. August 2013 - February 2015
Citigroup Inc. June 2012 - August 2012
Merrill Lynch & Co., Inc. September 2008 - June 2011
Lehman Brothers Inc. July 2007 - September 2008
Skills
Asset Management, Valuation, Capital Markets, Investment Banking, Portfolio Management, Asset Allocation, Financial Modeling, Bloomberg, Corporate Finance, Fixed Income, Financial Analysis, Due Diligence, Data Mining, Finance, Investments, Management
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
Master of Business Administration (MBA), Digital Marketing, Finance, and Accounting
Washington University in St. Louis 2005 — 2007
Bachelor of Arts (BA), Economics
St. Lawrence University 2003 — 2004
Bachelor of Arts, Economics
Christopher Gaynor's Moelis & Company Experience 2009 - 2014
Job Vice President, Mergers & Acquisitions at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
BMO Capital Markets 2014 - Present
Moelis & Company 2009 - 2014
UBS Investment Bank 2007 - 2009
UBS Investment Bank 2003 - 2007
Louis Dreyfus Commodities 2002 - 2003
Education
Our Lady of Lourdes High School
Pace University
Bachelor of Business Administration (BBA), Finance / Economics
Michael Hwang's Moelis & Company Experience 2011 - 2013
Job Manager Corporate Development & Strategy at Ingram Micro
Industry
Experience
Ingram Micro 2014 - Present
KG Funds 2013 - 2014
Moelis & Company 2011 - 2013
The Conifer Group LLC 2009 - 2011
KLA-Tencor June 2010 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
BA, Statistics, 3.8/4.0
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, 3.8/4.0
Palo Alto High School
Ingram Micro 2014 - Present
KG Funds 2013 - 2014
Moelis & Company 2011 - 2013
The Conifer Group LLC 2009 - 2011
KLA-Tencor June 2010 - August 2010
PricewaterhouseCoopers June 2008 - August 2008
Education
University of California, Berkeley 2007 — 2011
BA, Statistics, 3.8/4.0
University of California, Berkeley, Haas School of Business 2007 — 2011
BS, Business Administration, 3.8/4.0
Palo Alto High School
Rebecca Winstead's Moelis & Company Experience November 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company November 2014 - Present
Duff & Phelps August 2012 - October 2014
Vista Point Advisors August 2011 - December 2011
KPMG June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Moelis & Company November 2014 - Present
Duff & Phelps August 2012 - October 2014
Vista Point Advisors August 2011 - December 2011
KPMG June 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
Paco Cantero's Moelis & Company Experience June 2015 - Present
Job Associate Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2015 - Present
Moelis & Company June 2014 - August 2014
BAA January 2012 - June 2013
BAA Ltd. August 2008 - June 2012
BAA Ltd. August 2008 - January 2012
Accenture December 2007 - April 2008
Skills
Energetic team player, Self-driven, Strategic Planning, Numerical Analysis, Financial Modeling, Negotiation, Financial Analysis, Finanzas corporativas, Estrategia, Análisis, Finanzas, Estrategia empresarial, Banca de inversión, Análisis financiero, Investment Banking, Elaboración de modelos..., Planificación..., Corporate Finance, Mercado de capitales
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), MBA
the Instituto de Empresa 2010 — 2011
Curso gestion directiva, Business Administration and Management, General
ICAI, Universidad P. Comillas, Madrid 2003 — 2008
Engineering master, Industrial Engineering
Universidad Pontificia Comillas 2003 — 2008
Master en ingenieria Industrial, Mecanica
Retamar 1991 — 2003
High school
Retamar
Retamar
Retamar
Moelis & Company June 2015 - Present
Moelis & Company June 2014 - August 2014
BAA January 2012 - June 2013
BAA Ltd. August 2008 - June 2012
BAA Ltd. August 2008 - January 2012
Accenture December 2007 - April 2008
Skills
Energetic team player, Self-driven, Strategic Planning, Numerical Analysis, Financial Modeling, Negotiation, Financial Analysis, Finanzas corporativas, Estrategia, Análisis, Finanzas, Estrategia empresarial, Banca de inversión, Análisis financiero, Investment Banking, Elaboración de modelos..., Planificación..., Corporate Finance, Mercado de capitales
Education
New York University - Leonard N. Stern School of Business 2013 — 2015
Master of Business Administration (MBA), MBA
the Instituto de Empresa 2010 — 2011
Curso gestion directiva, Business Administration and Management, General
ICAI, Universidad P. Comillas, Madrid 2003 — 2008
Engineering master, Industrial Engineering
Universidad Pontificia Comillas 2003 — 2008
Master en ingenieria Industrial, Mecanica
Retamar 1991 — 2003
High school
Retamar
Retamar
Retamar
Robert Chun's Moelis & Company Experience August 2014 - Present
Job Associate at Moelis & Company
Industry
Experience
Moelis & Company August 2014 - Present
KPMG - Transaction Services July 2012 - Present
KPMG - Transaction Services June 2010 - July 2012
KPMG - Audit July 2009 - June 2010
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, SEC filings, Due Diligence, Financial Analysis, Auditing, Corporate Development, Financial Modeling, Finance
Education
University of California, Berkeley
Moelis & Company August 2014 - Present
KPMG - Transaction Services July 2012 - Present
KPMG - Transaction Services June 2010 - July 2012
KPMG - Audit July 2009 - June 2010
Skills
Sarbanes-Oxley Act, US GAAP, Internal Controls, SEC filings, Due Diligence, Financial Analysis, Auditing, Corporate Development, Financial Modeling, Finance
Education
University of California, Berkeley
Ed Chung's Moelis & Company Experience June 2010 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2010 - Present
UBS Investment Bank September 2009 - April 2010
Skills
Leveraged Finance, Financial Modeling, Venture Capital, Corporate Development, Investment Banking, LBO, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance, Fixed Income, Strategic Planning, Capital Markets, Equities, Digital Media, Bloomberg, Business Development, Strategy, High Yield, Private Placements
Education
UCLA Anderson School of Management 2007 — 2009
MBA
University of Virginia 1997 — 2001
BS, Commerce (McIntire)
Moelis & Company June 2010 - Present
UBS Investment Bank September 2009 - April 2010
Skills
Leveraged Finance, Financial Modeling, Venture Capital, Corporate Development, Investment Banking, LBO, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, M&A experience, Corporate Finance, Fixed Income, Strategic Planning, Capital Markets, Equities, Digital Media, Bloomberg, Business Development, Strategy, High Yield, Private Placements
Education
UCLA Anderson School of Management 2007 — 2009
MBA
University of Virginia 1997 — 2001
BS, Commerce (McIntire)
Anuj Kamdar's Moelis & Company Experience August 2012 - September 2013
Job Senior Analyst at Pegasus Capital Advisors
Industry Financial Services
Experience
Pegasus Capital Advisors September 2013 - Present
Moelis & Company August 2012 - September 2013
UC Berkeley August 2008 - May 2012
Moelis & Company June 2011 - August 2011
Morgan Keegan August 2010 - December 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of California, Berkeley 2008 — 2012
Business Administration, Business Administration and Management, General
Pegasus Capital Advisors September 2013 - Present
Moelis & Company August 2012 - September 2013
UC Berkeley August 2008 - May 2012
Moelis & Company June 2011 - August 2011
Morgan Keegan August 2010 - December 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor's degree, Business Administration and Management, General
University of California, Berkeley 2008 — 2012
Business Administration, Business Administration and Management, General
Jesse Wiener's Moelis & Company Experience August 2011 - June 2013
Job Analyst at Canyon Capital
Industry Investment Banking
Experience
Canyon Capital Advisors July 2013 - Present
Moelis & Company August 2011 - June 2013
Education
Northwestern University 2007 — 2011
Canyon Capital Advisors July 2013 - Present
Moelis & Company August 2011 - June 2013
Education
Northwestern University 2007 — 2011
Laura McCane's Moelis & Company Experience January 2015 - Present
Job Head of Campus Recruiting at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
Moelis & Company January 2014 - December 2014
Moelis & Company August 2010 - December 2013
Kirkland & Ellis LLP 2006 - 2010
Education
Sewanee-The University of the South 2002 — 2006
B.A.
Moelis & Company January 2015 - Present
Moelis & Company January 2014 - December 2014
Moelis & Company August 2010 - December 2013
Kirkland & Ellis LLP 2006 - 2010
Education
Sewanee-The University of the South 2002 — 2006
B.A.
Vincent Lima's Moelis & Company Experience July 2010 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2010 - Present
Citigroup August 1992 - February 2009
Skills
Trading, High Yield, Hedge Funds, Investments, Private Equity, Bonds, Mergers & Acquisitions, Securities, Capital Markets, Equities, Investment Banking, Portfolio Management, Asset Management, Fixed Income
Education
Rutgers University-New Brunswick 1984 — 1988
BA, Economics/Political Science
Moelis & Company July 2010 - Present
Citigroup August 1992 - February 2009
Skills
Trading, High Yield, Hedge Funds, Investments, Private Equity, Bonds, Mergers & Acquisitions, Securities, Capital Markets, Equities, Investment Banking, Portfolio Management, Asset Management, Fixed Income
Education
Rutgers University-New Brunswick 1984 — 1988
BA, Economics/Political Science
Stuart Wilson's Moelis & Company Experience July 2013 - July 2015
Job Associate at Spectrum Equity
Industry Venture Capital & Private Equity
Experience
Spectrum Equity August 2015 - Present
Moelis & Company July 2013 - July 2015
Moelis & Company June 2012 - August 2012
Signal Hill Capital May 2011 - July 2011
Credit Suisse January 2011 - January 2011
Morgan Stanley Smith Barney September 2010 - November 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital IQ, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
B.S/B.A., Business Administration, Psychology
London School of Economics and Political Science
Scotts Valley High School
Spectrum Equity August 2015 - Present
Moelis & Company July 2013 - July 2015
Moelis & Company June 2012 - August 2012
Signal Hill Capital May 2011 - July 2011
Credit Suisse January 2011 - January 2011
Morgan Stanley Smith Barney September 2010 - November 2010
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Capital IQ, Financial Analysis
Education
University of California, Berkeley 2009 — 2013
B.S/B.A., Business Administration, Psychology
London School of Economics and Political Science
Scotts Valley High School
Nicole Duddy's Moelis & Company Experience April 2015 - Present
Job Compensation Analyst at Moelis & Company | MBA Candidate at NYU Stern School of Business
Industry Financial Services
Experience
Moelis & Company April 2015 - Present
Towers Watson May 2014 - April 2015
Towers Watson January 2012 - May 2014
Brown Brothers Harriman & Co June 2011 - August 2011
Skills
Microsoft Office 2007, PeopleSoft, Excel, Data Analysis, Financial Analysis, Analysis, Leadership, Market Research, Human Resources, Performance Management, Recruiting, French, Management Consulting, Incentive Programs, Time Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Candidate: Master of Business Administration (MBA), Finance
University of Pennsylvania 2008 — 2012
BA, Communication
Université Lumière (Lyon II) 2010 — 2010
Communications, French
Phillips Academy 2004 — 2008
Mathematics, Physics, French
Moelis & Company April 2015 - Present
Towers Watson May 2014 - April 2015
Towers Watson January 2012 - May 2014
Brown Brothers Harriman & Co June 2011 - August 2011
Skills
Microsoft Office 2007, PeopleSoft, Excel, Data Analysis, Financial Analysis, Analysis, Leadership, Market Research, Human Resources, Performance Management, Recruiting, French, Management Consulting, Incentive Programs, Time Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Candidate: Master of Business Administration (MBA), Finance
University of Pennsylvania 2008 — 2012
BA, Communication
Université Lumière (Lyon II) 2010 — 2010
Communications, French
Phillips Academy 2004 — 2008
Mathematics, Physics, French
Michael DiYanni's Moelis & Company Experience April 2011 - Present
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2011 - Present
JPMorgan Chase July 2007 - December 2010
Citi July 2001 - June 2007
Skills
Derivatives, Financial Modeling, Structured Finance, Credit Risk, Hedge Funds, Securities Litigation, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
Master of Science (MSc), Finance and Economics
Yale University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Moelis & Company April 2011 - Present
JPMorgan Chase July 2007 - December 2010
Citi July 2001 - June 2007
Skills
Derivatives, Financial Modeling, Structured Finance, Credit Risk, Hedge Funds, Securities Litigation, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning
Education
The London School of Economics and Political Science (LSE) 2000 — 2001
Master of Science (MSc), Finance and Economics
Yale University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Conor Sutherland's Moelis & Company Experience July 2010 - June 2012
Job Associate at Apollo Management
Industry Venture Capital & Private Equity
Experience
Apollo Global Management LLC August 2012 - Present
Moelis & Company July 2010 - June 2012
Moelis & Company June 2009 - August 2009
Citi June 2008 - August 2008
Education
Princeton University 2006 — 2010
A.B., Economics, Certificate in Finance
Phillips Academy 2002 — 2006
Apollo Global Management LLC August 2012 - Present
Moelis & Company July 2010 - June 2012
Moelis & Company June 2009 - August 2009
Citi June 2008 - August 2008
Education
Princeton University 2006 — 2010
A.B., Economics, Certificate in Finance
Phillips Academy 2002 — 2006
Jake Rattner's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry
Experience
Moelis & Company July 2014 - Present
Just One Golf August 2012 - January 2014
Sun Capital Partners June 2013 - August 2013
Gansevoort Hotel Group July 2012 - August 2012
Credit Value Partners July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Financial Analysis, Public Speaking, Data Analysis, SPSS, Event Planning, Financial Modeling, Teamwork, Customer Service, Leadership, International Relations, History
Education
The George Washington University - School of Business 2010 — 2014
Moelis & Company July 2014 - Present
Just One Golf August 2012 - January 2014
Sun Capital Partners June 2013 - August 2013
Gansevoort Hotel Group July 2012 - August 2012
Credit Value Partners July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Financial Analysis, Public Speaking, Data Analysis, SPSS, Event Planning, Financial Modeling, Teamwork, Customer Service, Leadership, International Relations, History
Education
The George Washington University - School of Business 2010 — 2014
Nicholas Gilligan's Moelis & Company Experience July 2014 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company July 2014 - Present
Moelis & Company June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
AirKast, Inc. May 2011 - July 2011
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Computer Science
The Pingry School 2006 — 2010
Moelis & Company July 2014 - Present
Moelis & Company June 2013 - August 2013
Goldman Sachs June 2012 - August 2012
AirKast, Inc. May 2011 - July 2011
Education
Princeton University 2010 — 2014
Bachelor of Arts (BA), Computer Science
The Pingry School 2006 — 2010
Sameer Datla's Moelis & Company Experience June 2015 - August 2015
Job Incoming Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company June 2015 - August 2015
RCP Advisors October 2014 - May 2015
RCP Advisors June 2013 - September 2014
Kellogg School of Management October 2012 - June 2013
Crystal Rocket Inc. June 2012 - August 2012
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.) in Economics and Mathematical Methods in the Social Sciences, Kellogg Certificate in Financial Economics
Neuqua Valley High School 2008 — 2012
High School Diploma
Moelis & Company June 2015 - August 2015
RCP Advisors October 2014 - May 2015
RCP Advisors June 2013 - September 2014
Kellogg School of Management October 2012 - June 2013
Crystal Rocket Inc. June 2012 - August 2012
Education
Northwestern University 2012 — 2016
Bachelor of Arts (B.A.) in Economics and Mathematical Methods in the Social Sciences, Kellogg Certificate in Financial Economics
Neuqua Valley High School 2008 — 2012
High School Diploma
Conor McGrath's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Towers Watson June 2014 - August 2014
Daedalus Education August 2013 - June 2014
AwesomeMath May 2013 - August 2013
Skills
Data Analysis, Business Analysis, SQL, Microsoft Excel, Access, Project Management, Statistics, Analysis, Microsoft Office, Valuation
Education
The University of Texas at Dallas 2013 — 2015
Bachelor of Science (B.S.), Mathematics
Texas A&M University 2010 — 2012
Bachelor of Science (B.S.), Mathematics
Cistercian Preparatory School
Moelis & Company July 2015 - Present
Towers Watson June 2014 - August 2014
Daedalus Education August 2013 - June 2014
AwesomeMath May 2013 - August 2013
Skills
Data Analysis, Business Analysis, SQL, Microsoft Excel, Access, Project Management, Statistics, Analysis, Microsoft Office, Valuation
Education
The University of Texas at Dallas 2013 — 2015
Bachelor of Science (B.S.), Mathematics
Texas A&M University 2010 — 2012
Bachelor of Science (B.S.), Mathematics
Cistercian Preparatory School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.