Moelis & Company

Industry: Financial services company

Description

Moelis & 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
Yao Choong Yao Choong Palo Alto, California Details
Yao Choong's Moelis & Company Experience July 2009 - July 2011
Job Director of Business Operations at Premise Data
Industry Venture Capital & Private Equity
Experience
Premise Data   September 2015 - Present
The Social+Capital Partnership  August 2013 - Present
Google  September 2012 - August 2013
Silver Lake Partners  August 2011 - August 2012
Moelis & Company   July 2009 - July 2011
Microsoft  May 2007 - July 2007

Skills
Private Equity, LBO, Buyouts, Corporate Development, Valuation, Investment Banking, Due Diligence, Leveraged Finance, Financial Modeling, Mergers, Corporate Finance, Investments, Capital Markets, Restructuring, Mergers & Acquisitions

Education
University of Pennsylvania   2005 — 2009
Bachelor's degree, Computer Science

Wharton School, University of Pennsylvania   2005 — 2009
Bachelor's degree, Finance, General

Dustin Shung Dustin Shung Greater New York City Area Details
Dustin Shung's Moelis & Company Experience June 2011 - August 2011
Job Analyst at Sankaty Advisors
Industry Investment Management
Experience
Bain Capital - Sankaty Advisors  July 2013 - Present
Bain Capital - Sankaty Advisors  June 2012 - August 2012
Moelis & Company   June 2011 - August 2011
Unilever  January 2011 - May 2011
Highland Capital Management - Barrier Advisors   December 2010 - January 2011
Tengion  June 2010 - August 2010
Morgan Stanley Smith Barney  June 2009 - August 2009
Sickle Cell Anemia Disease Research Center   May 2005 - August 2005

Education
University of Pennsylvania - The Wharton School   2008 — 2012
Bachelor of Science (BS), Finance, summa cum laude

University of Pennsylvania   2008 — 2012
Bachelor of Arts (BA), Biology, summa cum laude

Michael D'Alessio Michael D'Alessio Greater New York City Area Details
Michael D'Alessio's Moelis & Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company   June 2015 - August 2015
Apollo Global Management LLC  June 2014 - August 2014
University of Michigan Men's Lacrosse Team   September 2012 - May 2014
Assured Guaranty  May 2013 - July 2013
Michael Paul Enterprises LLC   June 2012 - August 2012
Keefe, Bruyette & Woods   May 2012 - May 2012

Education
University of Michigan - Stephen M. Ross School of Business   2012 — 2016
Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting

University of Michigan   2012 — 2016
Minor in Mathematics with focus in Actuarial and Financial Applications

The Hackley School   2008 — 2012
High School Diploma, Honors in Mathematics

Wesley Aster Wesley Aster Greater Los Angeles Area Details
Wesley Aster's Moelis & Company Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   June 2015 - August 2015
Houlihan Lokey  October 2014 - April 2015
OpenGate Capital  June 2014 - August 2014
Marina Capital Partners   February 2014 - June 2014
RBC  September 2013 - December 2013
Northwestern Mutual  May 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Video Editing, Leadership, Interviews, Data Analysis, Finance, Economics, Market Research, Valuation, Investment Banking, Private Equity, Facebook

Education
University of Southern California
Bachelor of Science (B.S.), Business Administration

Joyce Pan Joyce Pan New York, New York Details
Joyce Pan's Moelis & Company Experience August 2014 - August 2015
Job Investment Analyst at The Johnson Company
Industry Financial Services
Experience
The Johnson Company  September 2015 - Present
Moelis & Company   August 2014 - August 2015
Angelo, Gordon & Co.   July 2013 - August 2014
Deutsche Bank  June 2012 - August 2012
Student Federal Credit Union at the University of Pennsylvania  September 2009 - January 2012
Deutsche Bank  June 2011 - July 2011

Skills
Financial Modeling, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Credit, Valuation, Corporate Finance, Bloomberg, Investments

Education
University of Pennsylvania - The Wharton School   2009 — 2013
B.A. Economics, Finance

Cherry Hill High School East   2005 — 2009
High School Diploma

Michael Henkels Michael Henkels Scotch Plains, New Jersey Details
Michael Henkels's Moelis & Company Experience June 2013 - August 2013
Job Student at University of Michigan Stephen M. Ross School of Business
Industry Investment Banking
Experience
Rothschild  July 2014 - Present
Moelis & Company   June 2013 - August 2013

Skills
PowerPoint, Financial Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Analysis, Time Management, Investments, Investment Banking

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014

Brian Schumer Brian Schumer Greater Minneapolis-St. Paul Area Details
Brian Schumer's Moelis & Company Experience April 2009 - July 2014
Job IT Business Systems & Infrastructure at Silver Bay Realty Trust Corp.
Industry Real Estate
Experience
Silver Bay Realty Trust Corp.  July 2014 - Present
Moelis & Company   April 2009 - July 2014
All California Funding   2005 - 2009
Asylum Entertainment  2004 - 2005
Klee, Tuchin, Bogdanoff & Stern LLP   2003 - 2004
Jeffer Mangels Butler & Mitchell LLP  2000 - 2003

Skills
Salesforce.com..., Salesforce.com, Microsoft Exchange, Blackberry Enterprise..., Infrastructure, Technical Support, Active Directory, Disaster Recovery, Backup & Restore, Backup Exec, Group Policy, IT Management, VMware, Blackberry, Windows Server, Compellent, Access Control, Tape Backup, ITIL, Data Center, IT Service Management, VoIP, Avaya, Information Technology, System Administration, Network Administration, Vendor Management, Cisco Technologies, Virtualization, Nortel, CommVault, McAfee ePO, Symantec Antivirus, Windows 7, User Experience Design, Microsoft Office, Computer Hardware, Wireless Networking, Proofpoint, Websense, Credant, Bloomberg, VPN, Servers, VMware ESX, Integration, CRM

Education
University of Miami   1996 — 2000
BS

Harvard-Westlake   1990 — 1996
High School

Brad Zelinger Brad Zelinger Chicago, Illinois Details
Brad Zelinger's Moelis & Company Experience June 2012 - June 2014
Job Private Equity Associate at Madison Dearborn Partners, LLC
Industry Financial Services
Experience
Madison Dearborn Partners, LLC  July 2014 - Present
Moelis & Company   June 2012 - June 2014
UBS Investment Bank  June 2011 - August 2011
Intrinsic Edge Hedge Fund   May 2010 - July 2010

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012

DHS

David Vennettilli David Vennettilli Greater Chicago Area Details
David Vennettilli's Moelis & Company Experience June 2009 - June 2011
Job Vice President at TCS Group
Industry Venture Capital & Private Equity
Experience
TCS Group  January 2015 - Present
GTCR Golder Rauner  July 2011 - December 2014
Moelis & Company   June 2009 - June 2011
Lehman Brothers Holdings Inc.  June 2008 - August 2008

Skills
Valuation, LBO, Private Equity, Financial Modeling, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Capital Markets, Mergers & Acquisitions, Equities, Investments, Bloomberg, Venture Capital

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2009
Bachelor of Business Administration, Finance & Accounting

University of Michigan   2005 — 2006

Clayton Lechleiter Clayton Lechleiter Chicago, Illinois Details
Clayton Lechleiter's Moelis & Company Experience 2009 - 2011
Job Associate at Madison Dearborn Partners
Industry Financial Services
Experience
Madison Dearborn Partners  July 2011 - Present
Moelis & Company   2009 - 2011

Skills
LBO

Education
University of Pennsylvania - The Wharton School
BS, Finance; Legal Studies

James Mitchel James Mitchel New York, New York Details
James Mitchel's Moelis & Company Experience May 2008 - December 2009
Job Vice President at Harvest Partners
Industry Venture Capital & Private Equity
Experience
Harvest Partners  December 2009 - Present
Moelis & Company   May 2008 - December 2009
Jefferies  July 2007 - May 2008

Education
University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science (BS), Economics (Concentrations in Finance & Accounting)

Vilas Nair Vilas Nair Boston, Massachusetts Details
Vilas Nair's Moelis & Company Experience July 2010 - June 2012
Job Financial Services Investor at Flexpoint Ford, LLC
Industry Financial Services
Experience
Flexpoint Ford, LLC  August 2015 - Present
TA Associates  July 2012 - July 2015
Moelis & Company   July 2010 - June 2012
Moelis & Company   June 2009 - August 2009

Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Financial Analysis, Due Diligence, Corporate Development, Venture Capital, High Yield, Investments, Investment Banking, Mergers, Bloomberg, Restructuring, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010
Bachelors of Business Administration, Finance, Strategy

Morgan Bender Morgan Bender San Francisco Bay Area Details
Morgan Bender's Moelis & Company Experience February 2013 - September 2013
Job Partner at Andreessen Horowitz
Industry Venture Capital & Private Equity
Experience
Andreessen Horowitz  October 2013 - Present
Moelis & Company   February 2013 - September 2013
Stifel Nicolaus Weisel (fka Thomas Weisel Partners)   July 2011 - February 2013
University of Southern California – Center for Risk and Economic Analysis of Terrorism Events   July 2010 - July 2011
UBS  January 2010 - April 2010
University of Southern California  August 2009 - December 2009

Skills
Strategic Financial..., Start-ups, Financial Accounting, Project Management, Real Estate, Social Media Marketing, Event Planning, IPO, Investment Banking, Financial Modeling, Quantitative Analytics, Private Placements, Marketing Research, Financial Analysis, Capital IQ, Project Finance, Valuation, Acquisitions, DCF Valuation, Business Planning, Forecasting, Leveraged Finance, Wealth Management, Financial Statement...

Education
University of Southern California
M.A., Economics

University of Southern California - Marshall School of Business
B.S., Business Administration: Financial Analysis and Valuation

Sai Parepally Sai Parepally Philadelphia, Pennsylvania Details
Sai Parepally's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company   July 2015 - Present
Barclays Investment Bank  June 2014 - August 2014
William Blair & Company  May 2013 - August 2013
Student Federal Credit Union at the University of Pennsylvania  September 2012 - August 2013
Meidlinger Partners, LLC   November 2012 - May 2013
The Wharton School  May 2012 - August 2012
University of Chicago Medical Center  June 2011 - August 2011
Northwestern University, Feinberg School of Medicine  June 2010 - May 2011
Atlas Tutors   September 2010 - April 2011
University of Illinois at Chicago  June 2009 - May 2010

Skills
Matlab, Valuation Modeling, Financial Statement..., Financial Accounting, Technical Writing, Data Analysis, Research, Statistics, Differential Equations, Microsoft Office, Spanish

Education
Wharton School, University of Pennsylvania   2011 — 2015
Bachelor of Science (B.Sc.), Finance

Illinois Math and Science Academy   2008 — 2011
High School Diploma

Naperville North High School   2007 — 2008

Cheryl Liu Cheryl Liu Philadelphia, Pennsylvania Details
Cheryl Liu's Moelis & Company Experience June 2015 - August 2015
Job Student at The Wharton School, University of Pennsylvania
Industry
Experience
Moelis & Company   June 2015 - August 2015
Rubenstein Partners  February 2015 - May 2015
AbbVie  May 2014 - August 2014
HighTower  May 2013 - August 2013

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Microsoft Word, Photoshop, Financial Modeling

Education
Wharton School, University of Pennsylvania   2012 — 2016
Bachelor of Science (BS), Economics

Adlai E. Stevenson High School   2008 — 2012

Aaron Cohen Aaron Cohen New York, New York Details
Aaron Cohen's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   July 2015 - Present

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Leadership, Public Speaking, Microsoft Word, Research, Data Analysis, Financial Modeling

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2014
Bachelor of Business Administration (BBA), Finance, General

Josh Lieberman Josh Lieberman New York, New York Details
Josh Lieberman's Moelis & Company Experience July 2011 - June 2013
Job Associate at Gamut Capital Management
Industry Financial Services
Experience
Gamut Capital Management   August 2015 - Present
Pritzker Group  July 2013 - July 2015
Moelis & Company   July 2011 - June 2013
Sourasky Medical Center   May 2009 - July 2009

Skills
Financial Modeling, Valuation, Data Analysis, Due Diligence, Microsoft Excel, Microsoft Office, PowerPoint, Lifesciences, Research, Market Research, VBA, Financial Analysis, Economics, Biotechnology, Corporate Finance

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Bachelor of Science (BS), Economics

University of Pennsylvania   2007 — 2011
Bachelor of Arts (B.A.), Biology, General

Brian Powers Brian Powers Washington, District Of Columbia Details
Brian Powers's Moelis & Company Experience July 2013 - September 2014
Job Cofounder at TemperPack
Industry Packaging and Containers
Experience
TemperPack   April 2013 - Present
Moelis & Company   July 2013 - September 2014
UBS Investment Bank  June 2012 - August 2012
The Rock Creek Group  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Word, Research, Teamwork, Finance, Market Research, Analysis, Statistics, Leadership, Corporate Finance, Financial Accounting

Education
University of Pennsylvania   2009 — 2013
Bachelor of Science (BS), Finance, General

University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science (BS), Finance, General

Jennifer Mu Jennifer Mu New York, New York Details
Jennifer Mu's Moelis & Company Experience June 2008 - August 2008
Job Senior Manager, Product Marketing at OpenX
Industry Marketing and Advertising
Experience
OpenX  September 2015 - Present
The Huffington Post  August 2013 - September 2015
MeetMoi, LLC (acquired by Match.com)   November 2012 - July 2013
Business Insider  2012 - 2012
Luminosity Marketing  January 2010 - September 2011
Merrill Lynch  2007 - 2009
Moelis & Company   June 2008 - August 2008

Skills
Advertising, Digital Media, Marketing Research, Social Media, Marketing Strategy, Digital Strategy, Financial Management, Marketing, Online Advertising, Email Marketing, Digital Marketing, Media Planning, Integrated Marketing, Mobile Marketing

Education
University of Michigan - Stephen M. Ross School of Business
BBA

JD Johnson JD Johnson Greater Los Angeles Area Details
JD Johnson's Moelis & Company Experience June 2012 - August 2012
Job Analyst at Colony Capital
Industry Marketing and Advertising
Experience
Colony Capital  November 2014 - Present
Legends Sock Company   June 2014 - November 2014
University of Michigan  August 2013 - May 2014
University of Michigan Men's Lacrosse   August 2009 - May 2014
Jones Lang LaSalle  June 2013 - August 2013
Moelis & Company   June 2012 - August 2012
Herbalife  May 2011 - August 2011
Fox Sports  June 2010 - August 2010
Herbalife  June 2010 - August 2010
Herbalife  June 2009 - August 2009

Skills
Nutrition, Social Media Marketing, Fitness, Social Networking, Social Media, Sports, Project Management, Real Estate, Research, Leadership, Financial Modeling, Valuation, Blogging, PowerPoint, Microsoft Excel, Public Speaking, Marketing, Microsoft Office, Microsoft Word, Event Planning

Education
University of Michigan   2009 — 2014
Bachelor of Business Administration (BBA), Marketing, Sales, and Entrepreneurship

University of Michigan - Stephen M. Ross School of Business   2009 — 2014
BBA, Marketing

Kabir Sodhi Kabir Sodhi Los Angeles, California Details
Kabir Sodhi's Moelis & Company Experience July 2013 - June 2015
Job Associate at Aurora Capital Group
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group  August 2015 - Present
Moelis & Company   July 2013 - June 2015
Qualia Legacy Advisors   June 2012 - August 2012
INTL FCStone Inc.  June 2011 - August 2011

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2013
BBA, Finance

University of Michigan   2009 — 2013

Scott DeGhetto Scott DeGhetto New York, New York Details
Scott DeGhetto's Moelis & Company Experience October 2011 - Present
Job Managing Director Power, Utilities & Renewable Energy, Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company   October 2011 - Present
Credit Suisse  September 2008 - September 2011
JPMorgan  June 2005 - September 2008
UBS Investment Bank  September 1998 - May 2005

Skills
Renewable Energy, Investment Banking, Private Equity, Financial Modeling, Project Finance, Due Diligence, Venture Capital, Capital Markets, Structured Finance, Valuation, Financial Structuring, Corporate Finance, Equities, M&A experience, Corporate Development, Emerging Markets

Education
New York University - Leonard N. Stern School of Business   1990 — 1992
MBA, Finance

University of Rochester
BS, Electrical Engineering

Steven Gao Steven Gao San Francisco Bay Area Details
Steven Gao's Moelis & Company Experience July 2010 - June 2012
Job Senior Associate at Voce Capital Management LLC
Industry Venture Capital & Private Equity
Experience
Voce Capital Management   August 2014 - Present
TPG Capital  August 2012 - August 2014
Moelis & Company   July 2010 - June 2012
Lazard  May 2009 - August 2009
Accenture  May 2008 - August 2008

Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Private Equity, LBO

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BAS, Finance, Management, Computer Science

Roopak Pati Roopak Pati San Francisco Bay Area Details
Roopak Pati's Moelis & Company Experience 2010 - 2012
Job Investment Banking Associate at Needham & Company
Industry Investment Banking
Experience
Needham & Company  September 2015 - Present
HerWorkplace   September 2014 - March 2015
Expedia  July 2012 - August 2014
Moelis & Company   2010 - 2012
Jefferies & Company  June 2009 - August 2009
Target  June 2008 - August 2008

Skills
Financial Modeling, Investment Banking, Strategy, Corporate Development, Valuation, Private Equity, Data Analysis, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Due Diligence, Microsoft Excel, Analysis, Finance, Management

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010
Bachelor of Business Administration (BBA)

Thomas Orr Thomas Orr New York, New York Details
Thomas Orr'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
NSK  June 2013 - August 2013

Skills
Microsoft Excel, PowerPoint, Public Speaking, Investment Banking, Social Media, Corporate Finance, Research, Teamwork, Event Planning, Social Networking, Analysis, Data Analysis, Microsoft Word, Accounting, Customer Service

Education
University of Michigan - Stephen M. Ross School of Business   2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Accounting, Graduate, High Distinction

Detroit Catholic Central HS   2008 — 2011
High School Diploma

Jaskaran Heir Jaskaran Heir New York, New York Details
Jaskaran Heir's Moelis & Company Experience July 2011 - June 2013
Job Associate at Bregal Sagemount
Industry Venture Capital & Private Equity
Experience
Bregal Sagemount  March 2014 - Present
CIVC Partners  July 2013 - March 2014
Moelis & Company   July 2011 - June 2013

Education
University of Pennsylvania - The Wharton School   2007 — 2011
Finance, Accounting

Park Tudor High School   2003 — 2007

Ben Axelrod Ben Axelrod Greater New York City Area Details
Ben Axelrod's Moelis & Company Experience 2012 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   2012 - Present
UBS Investment Bank  2010 - 2012
UBS Investment Bank  2006 - 2008

Skills
Corporate Finance

Education
University of Pennsylvania   2002 — 2006
Bachelor’s Degree, Economics, Summa Cum Laude

Matt Goolsby Matt Goolsby New York, New York Details
Matt Goolsby's Moelis & Company Experience July 2013 - June 2015
Job Associate | Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg  July 2015 - Present
Moelis & Company   July 2013 - June 2015
Moelis & Company   June 2012 - August 2012
RBC Wealth Management  2011 - 2011

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013

John Corbin Qian John Corbin Qian Philadelphia, Pennsylvania Details
John Corbin Qian's Moelis & Company Experience June 2010 - August 2010
Job MBA Candidate at the Wharton School
Industry Financial Services
Experience
American Express  July 2013 - April 2015
American Express  January 2013 - July 2013
American Express  September 2011 - January 2013
Moelis & Company   June 2010 - August 2010
John Deere  May 2009 - August 2009
John Deere  May 2008 - August 2008

Skills
Competitive Analysis, Financial Modeling, Business Strategy, Data Analysis, Strategic Planning, Finance, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, Corporate Finance, Management Consulting, Payments, Credit Cards, Mobile Payments

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (MBA), Investment Management

University of Michigan - Stephen M. Ross School of Business   2007 — 2011
BBA, Finance, Strategy

Lisa Grove Lisa Grove Boulder, Colorado Details
Lisa Grove's Moelis & Company Experience May 2012 - August 2014
Job Executive Assistant to the UMC Executive Director | Writing and Editing Professional
Industry Writing and Editing
Experience
University of Colorado Boulder  December 2014 - Present
Freelance Writer  September 2014 - Present
Independent Editor  January 2010 - Present
Moelis & Company   May 2012 - August 2014
Passport Admissions, Inc.   June 2011 - April 2012
University of San Diego Writing Center  January 2010 - May 2011
University of San Diego Residential Life  August 2009 - May 2010

Skills
Editing, Writing, Creative Writing, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Teaching, Proofreading, Organization, Blogging, Copy Editing, Creativity Skills, Interpersonal Skill, Group Dynamics, Social Networking, WordPress, Calendar Management, Customer Service, Telephone Skills, Data Entry, Concur, Confidentiality, Time Management, Onboarding, Research, Mediation

Education
University of San Diego   2008 — 2012
Bachelor of Arts (B.A.), English, Magna Cum Laude

Blake Wu Blake Wu San Francisco Bay Area Details
Blake Wu's Moelis & Company Experience April 2011 - June 2013
Job New Enterprise Associates (NEA) Med Team
Industry Financial Services
Experience
New Enterprise Associates (NEA)   June 2014 - Present
Ares Management  August 2013 - May 2014
Moelis & Company   April 2011 - June 2013
Barclays Capital  July 2010 - April 2011
Barclays Capital  June 2009 - August 2009

Education
University of Pennsylvania - The Wharton School   2006 — 2010
Bachelor of Science (BSc), Finance, Real Estate, Management

Patrick Kearney Patrick Kearney New York, New York Details
Patrick Kearney's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company   July 2015 - Present
The Wharton School  February 2013 - December 2014
Houlihan Lokey  June 2013 - August 2013
The Wharton School  September 2012 - December 2012
Frontier Associates, LLC  June 2012 - August 2012

Skills
Java Programming, VBA Programming, Conversational Spanish, Microsoft Excel, Financial Modeling

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (B.S.), Finance

William Gaunt William Gaunt Houston, Texas Details
William Gaunt's Moelis & Company Experience September 2011 - March 2012
Job Director, Business Development at Castleton Commodities International
Industry
Experience
Castleton Commodities International  July 2013 - Present
UBS Investment Bank  March 2012 - June 2013
Moelis & Company   September 2011 - March 2012
Freshfields Bruckhaus Deringer  September 2008 - August 2011

Education
University of Pennsylvania - The Wharton School   2006 — 2008
Master of Business Administration (MBA), Finance

University of Pennsylvania Law School   2004 — 2008
Juris Doctor, Law

Vanderbilt University   2000 — 2004
Bachelor of Arts (BA), Economics

Christopher Foss Christopher Foss Santa Monica, California Details
Christopher Foss's Moelis & Company Experience April 2011 - Present
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   April 2011 - Present
The Carlyle Group  June 2007 - August 2009
UBS Investment Bank  May 2006 - June 2008

Skills
Financial Modeling, Valuation, Investment Banking, Capital Markets, Private Equity, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Equities, LBO

Education
University of Southern California   2001 — 2005
Bachelor's degree, Accounting

La Canada High School   1997 — 2001

Adam Moelis Adam Moelis Greater New York City Area Details
Adam Moelis's Moelis & Company Experience June 2011 - August 2011
Job Web Development Immersive Student at The Flatiron School
Industry Computer Software
Experience
The Flatiron School  July 2015 - Present
Goldman Sachs  July 2014 - July 2015
Apollo Global Management LLC  June 2013 - August 2013
AQR Capital Management  May 2012 - July 2012
Moelis & Company   June 2011 - August 2011
Los Angeles Dodgers  June 2009 - August 2009
Hillcrest Country Club  June 2008 - August 2008

Skills
Financial Modeling, Corporate Finance, Research, Investment Banking, Data Entry, Microsoft Excel, Business Statistics, Financial Accounting, Cost Accounting, Python, DCF Valuation, HTML, CSS, Ruby on Rails, Ruby, SQL

Education
Wharton School, University of Pennsylvania   2010 — 2014
Bachelor of Science in Economics, Finance and Accounting, Summa Cum Laude

Harvard-Westlake School   2004 — 2010

Daniel Grossman Daniel Grossman New York, New York Details
Daniel Grossman's Moelis & Company Experience 2011 - 2013
Job Senior Business Analyst at Capital One
Industry Financial Services
Experience
Capital One Commercial Bank   2013 - Present
Moelis & Company   2011 - 2013
RBS Global Banking & Markets  June 2010 - August 2010

Skills
LBO, Financial Modeling, Bloomberg, Investment Banking, Valuation, M&A experience, Capital Markets, Corporate Finance

Education
University of Michigan   2007 — 2011
Bachelor of Science, Mathematics, Economics

Winston Churchill High School   2003 — 2007
High School

Jeff Farnell Jeff Farnell Greater New York City Area Details
Jeff Farnell's Moelis & Company Experience July 2015 - Present
Job Associate
Industry Investment Banking
Experience
Moelis & Company   July 2015 - Present
Piper Jaffray  December 2013 - Present
TripleTree  August 2011 - November 2013
Ocean Tomo  June 2010 - August 2011

Skills
Financial Modeling, Valuation, Corporate Finance, Analysis, Financial Analysis, Investment Banking, Private Equity, Due Diligence

Education
University of Notre Dame   2006 — 2010
BBA, Finance

Sandhya Sistla Sandhya Sistla Greater Los Angeles Area Details
Sandhya Sistla's Moelis & Company Experience July 2010 - July 2012
Job Corporate Strategy & Business Development Associate at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company  July 2012 - Present
Moelis & Company   July 2010 - July 2012
UBS Global Asset Management  June 2009 - August 2009

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010
BBA, Strategy & Finance

Justin Lancer Justin Lancer Greater Los Angeles Area Details
Justin Lancer's Moelis & Company Experience July 2008 - June 2010
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners  June 2010 - Present
Moelis & Company   July 2008 - June 2010
Bear, Stearns & Co. Inc.   December 1993 - June 2008

Skills
Investment Banking, Mergers, Venture Capital, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Series 7, Capital Markets, Leveraged Finance, Divestitures, Financial Analysis, High Yield, Debt, Strategic Advisory, LBO

Education
University of Michigan   1989 — 1993
B.B.A, Business Administration, Finance

Vishrudh Santaprakash Vishrudh Santaprakash New York, New York Details
Vishrudh Santaprakash's Moelis & Company Experience July 2012 - June 2013
Job Mergers & Acquisitions Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets  August 2015 - Present
Petsky Prunier LLC  July 2013 - July 2015
Moelis & Company   July 2012 - June 2013
Moelis & Company   June 2011 - August 2011
UBS Financial Services, Inc.   May 2010 - August 2010
Managed Asset Portfolios, LLC   June 2009 - August 2009

Skills
Valuation, Capital IQ, Investment Banking, Financial Modeling, LBO, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Strategic Advisory, ThomsonOne, Microsoft Office, Private Placements, M&A experience, Financial Analysis, Investments, Data Analysis

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Finance

Detroit Country Day

Shivam Patel Shivam Patel Greater Philadelphia Area Details
Shivam Patel's Moelis & Company Experience July 2012 - July 2014
Job Associate at Boathouse Capital
Industry Venture Capital & Private Equity
Experience
Boathouse Capital   August 2014 - Present
Moelis & Company   July 2012 - July 2014
Bank of America Merrill Lynch  June 2011 - August 2011
Bank of America Merrill Lynch  June 2010 - August 2010

Skills
Bloomberg Terminal

Education
University of Michigan - Stephen M. Ross School of Business   2008 — 2012
Bachelor of Business Administration (B.B.A.), Concentration in Accounting and Finance and additionally completed Pre-Medical coursework

Georges Hermes Georges Hermes New York, New York Details
Georges Hermes's Moelis & Company Experience June 2015 - Present
Job Investment Banking Summer Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   June 2015 - Present
KCG Holdings, Inc.   June 2014 - August 2014
KCG Holdings, Inc.   June 2013 - August 2013

Skills
Analysis, Capital Markets, Finance, Financial Modeling, Microsoft Word, Microsoft Excel, Data Analysis, Research

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2016
Bachelor of Business Administration (BBA)

Chris Dahan Chris Dahan Philadelphia, Pennsylvania Details
Chris Dahan's Moelis & Company Experience October 2013 - January 2014
Job M.B.A. Candidate, 2016, The Wharton School, University of Pennsylvania
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates   January 2011 - July 2014
Moelis & Company   October 2013 - January 2014
Irell & Manella  May 2008 - August 2008

Skills
Mergers & Acquisitions, Legal Writing, Legal Research

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Virginia School of Law
JD

University of Virginia
B.A., U.S. Government, Middle-East Studies

Georgetown Prep   1999 — 2003

Bogdan Shulga Bogdan Shulga Greater New York City Area Details
Bogdan Shulga's Moelis & Company Experience June 2010 - August 2010
Job Associate at ADIA
Industry Financial Services
Experience
ADIA  April 2013 - Present
Northwood Investors  February 2011 - April 2013
Moelis & Company   June 2010 - August 2010

Skills
Investment Banking, Excel, Private Equity, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Fixed Income, Hedge Funds, Fundraising, Investments

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2010
BBA, Finance & Accounting

Ben Biran Ben Biran New York, New York Details
Ben Biran's Moelis & Company Experience July 2015 - Present
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   July 2015 - Present
Houlihan Lokey  June 2014 - August 2014
Cambridge Information Group  June 2013 - August 2013
The Wharton School  January 2013 - June 2013
The Wharton School  January 2012 - June 2012

Education
University of Pennsylvania - The Wharton School   2011 — 2015
Bachelor of Science (BS), Economics

University College London   2013 — 2013
Study Abroad

Marlboro High School

Vishal Rungta Vishal Rungta Los Angeles, California Details
Vishal Rungta's Moelis & Company Experience August 2008 - July 2010
Job Chief Operating Officer at PalmStar Media
Industry Entertainment
Experience
Natural Health Mall   July 2013 - Present
PalmStar Media   October 2014 - Present
Handstand Innovations  January 2012 - Present
Echoing Green  September 2011 - December 2014
PenLife Media   October 2012 - October 2014
Google  September 2012 - November 2013
TPG Growth  August 2010 - July 2012
Moelis & Company   August 2008 - July 2010
Bear Stearns  June 2007 - August 2007

Skills
LBO, Private Equity, Valuation, Financial Modeling, Investment Banking, M&A experience, Due Diligence, Capital Markets, Strategic Consulting, Internet, Technology, Business Strategy, Film Production, Investments, Restructuring, Portfolio Management, Equities, Strategy, Mergers & Acquisitions, Venture Capital

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2008
BBA, Finance & Accounting, Cumulative GPA: 3.8/4.0

University of Michigan   2004 — 2006
BBA, Biopsychology

Olivier Adler Olivier Adler San Francisco, California Details
Olivier Adler's Moelis & Company Experience July 2008 - June 2010
Job
Industry Internet
Experience
eero  June 2015 - Present
FiveStars  September 2012 - June 2015
North Point Tower Holdings   August 2012 - September 2013
KKR  July 2010 - July 2012
Moelis & Company   July 2008 - June 2010

Education
University of Pennsylvania - The Wharton School   2004 — 2008
Bachelor of Science in Economics, Finance

Tachkemoni   1998 — 2004
High School

Matt Feldman Matt Feldman Greater New York City Area Details
Matt Feldman's Moelis & Company Experience December 2014 - Present
Job Vice President Investment Banking at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   December 2014 - Present
Moelis & Company   July 2011 - December 2014
Moelis & Company   April 2010 - July 2011
Peter J. Solomon Company  June 2008 - April 2010

Skills
Valuation, LBO, Financial Modeling, Investment Banking, Private Equity, Capital IQ, Capital Markets, Equities, Due Diligence, Financial Analysis, Investments, Corporate Finance, M&A experience

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2008
Bachelor of Business Administration (BBA)

University of Michigan   2004 — 2006
BBA, Business, Finance, Political Science

Justin Mirro Justin Mirro New York, New York Details
Justin Mirro's Moelis & Company Experience July 2008 - May 2011
Job Car Guy / Strategic Advisor / PE Investor
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital, Ltd.   March 2015 - Present
Kensington Capital Partners, LLC   January 1999 - Present
The Motor Weekly   October 2005 - Present
IncWell LLC   January 2014 - Present
RBC Capital Markets  June 2011 - December 2014
Moelis & Company   July 2008 - May 2011
Jefferies & Company  January 2005 - June 2008
ABN AMRO  2002 - 2004
Schroders / Salomon Smith Barney   August 1996 - April 2002
Toyota  1991 - 1993

Skills
Automotive, Valuation, Business Strategy, Finance, M&A experience, Leveraged Lending, Private Equity, High Yield

Education
New York University - Leonard N. Stern School of Business   1994 — 1996
MBA, Finance

University of Michigan   1986 — 1990
BS, Mechanical Engineering

Christopher Tsoi Christopher Tsoi San Francisco Bay Area Details
Christopher Tsoi's Moelis & Company Experience November 2012 - January 2014
Job Senior Financial Analyst at E2open
Industry Computer Software
Experience
E2open  January 2014 - Present
Moelis & Company   November 2012 - January 2014
Moelis & Company   July 2012 - November 2012
Moelis & Company   January 2012 - June 2012
Moelis & Company   July 2011 - December 2011
Moelis & Company   August 2009 - June 2011
Moelis & Company   June 2008 - August 2008
Bear, Stearns & Co. Inc.   June 2007 - August 2007
Bear, Stearns & Co. Inc.   May 2006 - August 2006
Tudor Investment Corporation  May 2005 - August 2005

Skills
Investment Banking, Valuation, Financial Modeling, Economics, LBO, Private Equity, Corporate Finance, Equity Research, DCF, Capital Markets, Hedge Funds, M&A experience, Bloomberg, Finance, Equities, Financial Analysis, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2009
Bachelor of Business Administration (BBA), Finance, General

University of Michigan   2005 — 2009
Bachelor of Business Administration (BBA)

Greenwich High School   2001 — 2005

Dayna Shi Dayna Shi San Francisco, California Details
Dayna Shi's Moelis & Company Experience July 2010 - July 2012
Job Director of Financial Planning and Analysis at e.l.f. Cosmetics
Industry Venture Capital & Private Equity
Experience
e.l.f. Cosmetics   August 2014 - Present
TPG Growth  August 2012 - August 2014
Moelis & Company   July 2010 - July 2012
Google  June 2009 - August 2009
Google  May 2008 - August 2008

Skills
Financial Modeling, Valuation, Data Analysis, Investment Banking, Corporate Finance, Strategy, Private Equity, LBO, Capital Markets, M&A experience

Education
University of Pennsylvania - The Wharton School   2006 — 2010
B.S.E, Finance, Statistics, Operations and Information Management

Jared Becker Jared Becker Greater New York City Area Details
Jared Becker's Moelis & Company Experience June 2009 - March 2011
Job Vice President at GSO Capital Partners / Blackstone Group
Industry Financial Services
Experience
GSO Capital Partners / Blackstone Group   February 2014 - Present
Ares Management  March 2011 - February 2014
Moelis & Company   June 2009 - March 2011
GSC Group  January 2007 - May 2009
CIBC World Markets  July 2005 - January 2007

Skills
High Yield, Private Equity, Valuation, Financial Modeling, Hedge Funds, Leveraged Lending, Asset Managment, Restructuring, Credit, LBO, Investment Banking, Capital Markets, Fixed Income, Due Diligence, Credit Analysis, Investments, Mergers & Acquisitions, Asset Management, Finance

Education
University of Michigan - Stephen M. Ross School of Business   2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Accounting

Ramapo High School   1997 — 2001

Emily Farnesi Emily Farnesi Greater New York City Area Details
Emily Farnesi's Moelis & Company Experience November 2010 - November 2012
Job Vice President at Summit Rock Advisors
Industry Financial Services
Experience
Summit Rock Advisors  January 2015 - Present
Summit Rock Advisors  November 2012 - December 2014
Moelis & Company   November 2010 - November 2012
AMG, Advanced Metallurgical Group N.V.   March 2009 - November 2010
AMG, Advanced Metallurgical Group   August 2007 - March 2009
KPMG, LLP  June 2006 - August 2007
KPMG, LLP  September 2004 - June 2006

Education
New York University - Leonard N. Stern School of Business   2009 — 2012
MBA, Finance and Management

University of Pennsylvania - The Wharton School   2000 — 2004
Bachelor of Science in Economics

Villa Maria Academy

Jasmine Meng Jasmine Meng Greater New York City Area Details
Jasmine Meng's Moelis & Company Experience July 2010 - March 2011
Job Recruiter at Two Sigma Investments
Industry Staffing and Recruiting
Experience
Two Sigma Investments  June 2014 - Present
The Oxbridge Group   March 2011 - May 2014
Moelis & Company   July 2010 - March 2011

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2010
Bachelor of Business Administration (BBA)

Ankur Rungta Ankur Rungta Greater New York City Area Details
Ankur Rungta's Moelis & Company Experience July 2010 - March 2013
Job Partner and Head of Business Affairs at PalmStar Media Capital
Industry Motion Pictures and Film
Experience
PalmStar Media Capital   October 2014 - Present
The Institute for Higher Learning   March 2013 - Present
PenLife Media LLC   October 2012 - October 2014
Moelis & Company   July 2010 - March 2013
Sullivan & Cromwell LLP  October 2008 - July 2010

Skills
Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Finance, Restructuring, Corporate Law, Contract Negotiation, Venture Capital, LBO, Due Diligence, Mergers & Acquisitions, Leveraged Finance, Real Estate, M&A experience, Corporate Development, Financial Modeling, Investments, Valuation, Finance

Education
University of Michigan Law School   2005 — 2008
JD, Banking, Corporate, Finance, and Securities Law

University of Michigan - Stephen M. Ross School of Business   2001 — 2004
BBA, Finance

Justin Hwa Justin Hwa San Francisco Bay Area Details
Justin Hwa's Moelis & Company Experience July 2010 - December 2013
Job Global Marketplaces M&A and Business Development (Corporate Development) at eBay Inc
Industry Internet
Experience
eBay Inc  January 2014 - Present
Moelis & Company   July 2010 - December 2013
PlaNet Finance  January 2010 - May 2010
Hotel Shaharazad   September 2009 - December 2009
Moelis & Company   June 2009 - August 2009
Trophy Point Capital   January 2009 - June 2009
Wharton Small Business Development Center/Management 251   September 2008 - December 2008
Marsh  June 2008 - August 2008
Perkins Coie LLP  July 2007 - August 2007
UBS  June 2007 - July 2007

Skills
Financial Modeling, Mergers & Acquisitions, Market Research, Business Planning, Business Development, Analysis, Private Equity, Investment Banking, Capital Markets, Valuation, Strategy, Corporate Finance, Management, Venture Capital, Business Strategy, Due Diligence, Finance, Corporate Development, Investments, Financial Analysis

Education
University of Pennsylvania - The Wharton School   2006 — 2010
BSEcon, Finance, Management

Cedar Park Christian School

Derek Baumgarten Derek Baumgarten Greater New York City Area Details
Derek Baumgarten's Moelis & Company Experience April 2010 - April 2012
Job Principal at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  January 2015 - Present
Apollo Global Management LLC  April 2012 - December 2014
Moelis & Company   April 2010 - April 2012
Jefferies & Company  July 2008 - March 2010
Jefferies Finance LLC  July 2007 - July 2008
GE Energy  May 2006 - August 2006
GE Capital  May 2005 - August 2005

Education
University of Pennsylvania   2003 — 2007
B.A., History & Political Science

Seton Hall Preparatory School   1999 — 2003

David Caylor David Caylor Greater New York City Area Details
David Caylor's Moelis & Company Experience January 2015 - Present
Job Investment Banking Vice President
Industry Investment Banking
Experience
Moelis & Company   January 2015 - Present
Moelis & Company   January 2011 - December 2014
Moelis & Company   July 2008 - December 2010
Rosin Company   July 2007 - June 2008
New Trier Partners  May 2007 - June 2007

Skills
Mergers, Investment Banking, Valuation, LBO, Financial Modeling, Structured Finance, DCF

Education
University of Michigan - Stephen M. Ross School of Business   2004 — 2008
Bachelor of Business Administration, Finance & Accounting

Pia Banerjee Pia Banerjee Greater New York City Area Details
Pia Banerjee's Moelis & Company Experience March 2015 - Present
Job Associate at Moelis & Company
Industry Financial Services
Experience
Moelis & Company   March 2015 - Present
Leerink Partners LLC  May 2012 - February 2015
Houlihan Lokey  July 2010 - May 2012
Houlihan Lokey  June 2009 - August 2009
Galenea  June 2008 - August 2008

Education
University of Pennsylvania   2006 — 2010
BA, Biology

University of Pennsylvania - The Wharton School   2006 — 2010

Aditya Bapna Aditya Bapna Greater New York City Area Details
Aditya Bapna's Moelis & Company Experience July 2009 - June 2011
Job Analyst at Perry Capital
Industry Investment Banking
Experience
Perry Capital  August 2011 - Present
Moelis & Company   July 2009 - June 2011
Moelis & Company   June 2008 - August 2008

Education
University of Pennsylvania - The Wharton School   2005 — 2009
Bachelor of Science in Economics, Finance

Steve Bloom Steve Bloom Greater Chicago Area Details
Steve Bloom's Moelis & Company Experience June 2008 - Present
Job Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   June 2008 - Present
Donaldson, Lufkin & Jenrette   1995 - 2001

Skills
LBO, Private Equity, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Financial Modeling, M, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, Investments, Leveraged Finance

Education
University of Pennsylvania - The Wharton School   1991 — 1995
BS, Economics

Amanda Lee Amanda Lee Greater New York City Area Details
Amanda Lee's Moelis & Company Experience July 2009 - July 2011
Job Associate at BellCast Partners
Industry Investment Banking
Experience
BellCast Partners   April 2014 - Present
Merchants' Gate Capital   August 2013 - January 2014
KKR  July 2011 - July 2013
Moelis & Company   July 2009 - July 2011
Deutsche Bank  June 2008 - August 2008
Goldman Sachs  June 2007 - August 2007

Skills
Leveraged Finance, Financial Modeling, Investment Banking, Valuation, Private Equity, Bloomberg, LBO, Hedge Funds, Capital Markets, Corporate Finance, Equities, Corporate Development

Education
University of Michigan   2005 — 2009
BBA, Finance, Accounting

University of Michigan - Stephen M. Ross School of Business   2005 — 2009
Bachelor of Business Administration, Finance and Accounting

Ryan McDonald, CFA Ryan McDonald, CFA Greater New York City Area Details
Ryan McDonald, CFA's Moelis & Company Experience 2013 - 2014
Job Distressed Municipal Analyst at BlackRock
Industry Financial Services
Experience
BlackRock  2014 - Present
Moelis & Company   2013 - 2014
MAEVA Municipal Solutions   2012 - 2013
J.P. Morgan   2009 - 2012
JP Morgan  2004 - 2009
JP Morgan  May 2003 - August 2003

Skills
Fixed Income, Risk Management, Credit, Financial Risk, Trading, Credit Derivatives, Equities, Investment Banking, Valuation, Hedge Funds, Bloomberg, Alternative Investments, Derivatives, Financial Modeling

Education
University of Notre Dame   2000 — 2004
Business, Finance

Becahi

Steven Cymerman Steven Cymerman Greater Chicago Area Details
Steven Cymerman's Moelis & Company Experience July 2011 - June 2013
Job Private Equity Associate at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners, LLC  July 2013 - Present
Moelis & Company   July 2011 - June 2013
BofA Merrill Lynch  June 2010 - August 2010

Skills
Mergers & Acquisitions, LBO, Valuation, Financial Modeling, Restructuring, Due Diligence, M&A experience, Private Equity, Capital Markets, Corporate Development, Leveraged Finance, Investment Banking

Education
University of Pennsylvania - The Wharton School   2007 — 2011
BS, Finance and Accounting

Eric Gleave Eric Gleave Greater New York City Area Details
Eric Gleave's Moelis & Company Experience June 2013 - August 2013
Job Associate Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  July 2014 - Present
Moelis & Company   June 2013 - August 2013
Roland Berger Strategy Consultants  March 2012 - August 2012
Bain & Company  April 2008 - February 2012
Deloitte  September 2006 - August 2007

Skills
Market Entry, Due Diligence, Management Consulting, Growth Strategies, Strategic Consulting, Financial Modeling, Acquisition Integration, Valuation, Private Equity, Strategy, Corporate Development, Emerging Markets, Venture Capital, Corporate Finance, Business Strategy, Mergers, Financial Analysis

Education
Wharton School, University of Pennsylvania   2012 — 2014
MBA, Accounting and Finance

University of Oxford   2002 — 2006
MChem, Chemistry

Eltham College   1995 — 2002

Aaron Kirkbride Aaron Kirkbride San Francisco, California Details
Aaron Kirkbride's Moelis & Company Experience July 2013 - June 2015
Job Associate at TPG
Industry Venture Capital & Private Equity
Experience
TPG Capital  August 2015 - Present
Moelis & Company   July 2013 - June 2015
The Blackstone Group  June 2012 - August 2012
The Raine Group  June 2011 - August 2011
Park Lane  June 2010 - August 2010
Participant Media  June 2010 - August 2010
TOMS Shoes  June 2008 - August 2009

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor of Science, Finance

Taimur Hassan Taimur Hassan Philadelphia, Pennsylvania Details
Taimur Hassan's Moelis & Company Experience June 2010 - August 2010
Job 2016 Wharton MBA Candidate
Industry Financial Services
Experience
Surveyor Capital  June 2015 - Present
Long Ridge Equity Partners   January 2014 - July 2014
Arbor Woods Healthcare   April 2013 - December 2013
McKinsey & Company  June 2011 - April 2013
Moelis & Company   June 2010 - August 2010

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (M.B.A.)

University of Michigan - Stephen M. Ross School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance

Jacob S. Levy Jacob S. Levy Greater Los Angeles Area Details
Jacob S. Levy's Moelis & Company Experience June 2011 - August 2011
Job Analyst
Industry Financial Services
Experience
Moelis & Company   June 2011 - August 2011
Colony Capital  June 2010 - August 2010
Grubb & Ellis Company  June 2009 - August 2009

Education
University of Pennsylvania   2008 — 2012
BS, Finance and Accounting

Harvard-Westlake   2002 — 2008

Charles Cho Charles Cho Greater New York City Area Details
Charles Cho's Moelis & Company Experience July 2013 - Present
Job Associate at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company   July 2013 - Present
Moelis & Company   July 2011 - June 2013
Credit Suisse  June 2010 - August 2010
Telemus Capital Partners  July 2009 - September 2009

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2011
BBA, Finance

Jessica E. Krane Jessica E. Krane Greater New York City Area Details
Jessica E. Krane's Moelis & Company Experience October 2014 - Present
Job Associate Recruiter, Moelis & Company
Industry Banking
Experience
Moelis & Company   October 2014 - Present
Barclays  May 2013 - October 2014
Akin Gump Strauss Hauer & Feld LLP  August 2012 - May 2013
Akin Gump Strauss Hauer & Feld LLP  2011 - 2012
UJA-Federation of New York  2009 - 2011

Skills
Event Planning, Fundraising, Non-profits

Education
University of San Diego

Vincent Jow Vincent Jow New York, New York Details
Vincent Jow's Moelis & Company Experience June 2012 - August 2012
Job Analyst Evercore
Industry Investment Banking
Experience
Evercore  June 2013 - June 2015
Moelis & Company   June 2012 - August 2012
Cantor Fitzgerald  2011 - 2011
Shell Oil Company  2011 - 2011
The Dow Chemical Company  June 2010 - August 2010

Education
University of Pennsylvania - The Wharton School   2009 — 2013
Bachelor's Degree, Accounting and Finance

Phillips Academy   2005 — 2009

San Lo San Lo Greater New York City Area Details
San Lo's Moelis & Company Experience August 2008 - August 2010
Job Investment Analyst
Industry Investment Management
Experience
Avenue Capital Group  August 2010 - Present
Moelis & Company   August 2008 - August 2010

Education
University of Michigan

Sterling Rau Sterling Rau Orange County, California Area Details
Sterling Rau's Moelis & Company Experience May 2009 - June 2012
Job Field IT Analyst at The CocaCola Company
Industry Information Technology and Services
Experience
The Coca-Cola Company  May 2014 - Present
Moelis & Company   May 2009 - June 2012

Education
University of Southern California   2004 — 2007
BA, International Relations

Stanislas Dupuy Stanislas Dupuy New York, New York Details
Stanislas Dupuy's Moelis & Company Experience July 2013 - June 2015
Job Associate at TowerBrook Capital Partners
Industry Venture Capital & Private Equity
Experience
TowerBrook Capital Partners L.P.   August 2015 - Present
Moelis & Company   July 2013 - June 2015
BBA Finance Club   September 2012 - April 2013
Ross School of Business - Career Services   September 2012 - April 2013
Global Investment Club  September 2009 - April 2013
Moelis & Company   June 2012 - August 2012
HSBC France  May 2011 - August 2011
Emerging Capital Partners  June 2010 - June 2010
Permanent Mission of France to the United Nations, NY   June 2008 - July 2008

Skills
Investment Banking, Financial Modeling, Financial Analysis

Education
University of Michigan   2009 — 2013

University of Michigan - Stephen M. Ross School of Business   2009 — 2013
BBA, Finance, Accounting

Washington International School   2003 — 2009

Cory Moelis Cory Moelis Greater New York City Area Details
Cory Moelis's Moelis & Company Experience July 2011 - March 2013
Job Product Manager
Industry Gambling & Casinos
Experience
DerbyJackpot   December 2014 - Present
AEG  April 2013 - September 2013
Moelis & Company   July 2011 - March 2013

Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, Capital Markets, Venture Capital, Due Diligence, Bloomberg, Investments

Education
University of Pennsylvania - The Wharton School   2007 — 2011

Ankur Patel Ankur Patel Chicago, Illinois Details
Ankur Patel's Moelis & Company Experience July 2011 - June 2013
Job Associate at Ares Management
Industry Financial Services
Experience
Ares Management  July 2013 - Present
Moelis & Company   July 2011 - June 2013

Skills
Financial Modeling, Valuation, Investment Banking, LBO, Bloomberg, Corporate Finance, Private Equity, Capital Markets, Financial Analysis, Due Diligence, Equities, Fixed Income, Hedge Funds, M&A experience, Capital IQ

Education
University of Michigan - Stephen M. Ross School of Business   2007 — 2011
Bachelor of Business Administration (BBA), Finance and Corporate Strategy

Lucy Wise Lucy Wise Greater New York City Area Details
Lucy Wise's Moelis & Company Experience June 2013 - December 2014
Job BAAM Analyst The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group  December 2014 - Present
Moelis & Company   June 2013 - December 2014
Student Managed Investment Fund  April 2012 - May 2013
University of Richmond  September 2009 - May 2013
University of Richmond Robins School of Business  2012 - 2013
Career Development Center  2011 - 2013
Moelis & Company   June 2012 - August 2012
Barclays Capital  January 2012 - 2012
Bank of America  November 2011 - November 2011
Merrill Lynch  June 2011 - August 2011

Skills
Investment Banking, Investments, Series 7, Series 79, Series 63

Education
University of Richmond - Robins School of Business   2009 — 2013
BSBA, Finance, Leadership Studies

University of Richmond

University of Richmond - Jepson School of Leadership Studies

Dekel Sherman Dekel Sherman Greater Los Angeles Area Details
Dekel Sherman's Moelis & Company Experience July 2015 - Present
Job Analyst at Moelis & Co.
Industry Investment Banking
Experience
Moelis & Company   July 2015 - Present
Diversis Capital LLC  September 2014 - January 2015
Merrill Lynch  June 2014 - August 2014

Education
University of Southern California   2011 — 2015
BBA, Finance, Real Estate

Max Gordon Max Gordon Greater Los Angeles Area Details
Max Gordon's Moelis & Company Experience January 2015 - Present
Job Investment Banking
Industry Investment Banking
Experience
Moelis & Company   January 2015 - Present
Cappello Group, Inc.   August 2012 - December 2014
Signature Estate & Investment Advisors, LLC   June 2011 - August 2011

Education
University of Southern California - Marshall School of Business   2008 — 2012

University of Southern California

Brian Frankel Brian Frankel Greater Chicago Area Details
Brian Frankel's Moelis & Company Experience June 2013 - August 2013
Job Associate at Loomcraft Textiles & Supply
Industry Textiles
Experience
Moelis & Company   June 2013 - August 2013
Stout Risius Ross  June 2012 - August 2012

Education
University of Michigan - Stephen M. Ross School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Finance and Accounting

Highland Park High School   2006 — 2010

Terence Clerkin Terence Clerkin Greater New York City Area Details
Terence Clerkin's Moelis & Company Experience June 2008 - June 2010
Job Investment Professional at PennantPark Investment Advisers
Industry Investment Management
Experience
PennantPark Investment Advisers   September 2012 - Present
Crescent Capital Group  August 2010 - July 2012
Moelis & Company   June 2008 - June 2010
Bear Stearns  August 2007 - May 2008

Education
University of Michigan   2003 — 2007
BA, Economics

Brentwood Highschool   1999 — 2003

David Cheon David Cheon Greater Los Angeles Area Details
David Cheon's Moelis & Company Experience July 2014 - Present
Job Analyst at Moelis & Company
Industry Financial Services
Experience
Moelis & Company   July 2014 - Present
Moelis & Company   June 2013 - August 2013

Education
University of Pennsylvania   2010 — 2014
Bachelor of Science in Economics, Bachelor of Science in Engineering

Arun Laxmanan Arun Laxmanan Greater Detroit Area Details
Arun Laxmanan's Moelis & Company Experience July 2010 - June 2012
Job Associate at Wynnchurch Capital
Industry Venture Capital & Private Equity
Experience
Wynnchurch Capital  July 2012 - Present
Moelis & Company   July 2010 - June 2012
Macquarie Capital Advisors  June 2009 - August 2009

Skills
Buyouts, Private Equity, Special Situations, Recapitalizations, M&A experience, Investment Banking, Valuation, Due Diligence, Financial Modeling

Education
University of Michigan   2006 — 2010
Bachelor of Business Administration, Finance and Accounting

Andrew Lebovitz Andrew Lebovitz San Francisco, California Details
Andrew Lebovitz's Moelis & Company Experience July 2009 - June 2011
Job Analyst at Pacific Creek Capital
Industry Financial Services
Experience
Pacific Creek Capital   August 2014 - Present
Watershed Asset Management  July 2011 - July 2014
Moelis & Company   July 2009 - June 2011

Skills
Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Valuation, Equities

Education
University of Michigan - Stephen M. Ross School of Business   2006 — 2009

University of Michigan - Stephen M. Ross School of Business   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance and Accounting

Edoardo Saravalle Edoardo Saravalle Philadelphia, Pennsylvania Details
Edoardo Saravalle'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
American Enterprise Institute  May 2013 - July 2013
U.S. House of Representatives Jim Cooper (TN-05)   June 2011 - August 2011

Skills
Research, Argumentation, Energy Industry, Writing, Microsoft Office, Editing

Education
University of Pennsylvania   2011 — 2015
Bachelor of Arts (B.A.), History

Groton School   2008 — 2011

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