Mooreland Partners
Industry: Company
DescriptionFounded: 2003 Subsidiary: Mooreland Partners LLP
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Mooreland Partners Employees
Employee
Years
Job
Industry
Allison Lam Allison Lam's Mooreland Partners Experience May 2012 - August 2012
Job Global iShares Analyst at BlackRock
Industry Investment Management
Experience
BlackRock April 2013 - Present
Mooreland Partners May 2012 - August 2012
VistaPoint Advisors January 2012 - June 2012
Oracle May 2011 - February 2012
UnitedHealth Group January 2011 - May 2011
YSO Capital Management June 2010 - August 2010
Coldwell Banker June 2010 - August 2010
Skills
Marketing, Investments, Financial Modeling, Analysis, Bloomberg, Due Diligence, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Office, New Business Development, Digital Media
Education
The University of Hong Kong 2013 — 2013
International Business
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
BlackRock April 2013 - Present
Mooreland Partners May 2012 - August 2012
VistaPoint Advisors January 2012 - June 2012
Oracle May 2011 - February 2012
UnitedHealth Group January 2011 - May 2011
YSO Capital Management June 2010 - August 2010
Coldwell Banker June 2010 - August 2010
Skills
Marketing, Investments, Financial Modeling, Analysis, Bloomberg, Due Diligence, Investment Banking, Financial Analysis, Corporate Finance, Microsoft Office, New Business Development, Digital Media
Education
The University of Hong Kong 2013 — 2013
International Business
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2013
BS, Business Administration
Jonathan Lejuez, CFA's Mooreland Partners Experience 2011 - Present
Job Technology Investment Banking at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2009 - 2010
Skills
Technology M&A, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Forensic Accounting, Accounting, Equities, Sell Side, Business Valuation, Equity Valuation, Internal Controls, Auditing, International M&A, Buyouts, FDD, Enterprise Mobility, Mobile Enterprise, Social Media Marketing, Multi-channel Campaign..., Mobile Technology, DCF, LBO, Capital IQ, Strategy, M&A experience, Venture Capital, Corporate Development, Close Attention to...
Education
Providence College
B.S., Accountancy, Finance
Mooreland Partners 2011 - Present
Duff & Phelps 2010 - 2011
PricewaterhouseCoopers 2009 - 2010
Skills
Technology M&A, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Financial Analysis, Investment Banking, Corporate Finance, Forensic Accounting, Accounting, Equities, Sell Side, Business Valuation, Equity Valuation, Internal Controls, Auditing, International M&A, Buyouts, FDD, Enterprise Mobility, Mobile Enterprise, Social Media Marketing, Multi-channel Campaign..., Mobile Technology, DCF, LBO, Capital IQ, Strategy, M&A experience, Venture Capital, Corporate Development, Close Attention to...
Education
Providence College
B.S., Accountancy, Finance
Thomas Oh's Mooreland Partners Experience February 2012 - May 2012
Job Senior Associate at Arrowroot Capital
Industry Venture Capital & Private Equity
Experience
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Arrowroot Capital March 2015 - Present
Pacific Crest Securities September 2013 - March 2015
B. Riley & Co. May 2012 - July 2013
Mooreland Partners February 2012 - May 2012
KKR May 2011 - August 2011
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
Bachelor of Science (B.S.), Business Administration
B. Holt Thrasher B. Holt Thrasher's Mooreland Partners Experience August 2002 - Present
Job Managing Director at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners August 2002 - Present
National Audubon Society January 2009 - February 2014
Broadview International August 1995 - June 2002
Skills
Business Development, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Strategy, Management Consulting, Mergers, Venture Capital, Management, Start-ups, Private Equity, Investment Banking, Corporate Development, Strategic Partnerships, Strategic Planning
Education
IMD (International Institute for Management Development) - Business Programs 1990 — 1991
MBA
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
Mooreland Partners August 2002 - Present
National Audubon Society January 2009 - February 2014
Broadview International August 1995 - June 2002
Skills
Business Development, Mergers & Acquisitions, Entrepreneurship, Business Strategy, Strategy, Management Consulting, Mergers, Venture Capital, Management, Start-ups, Private Equity, Investment Banking, Corporate Development, Strategic Partnerships, Strategic Planning
Education
IMD (International Institute for Management Development) - Business Programs 1990 — 1991
MBA
Colby College 1979 — 1983
Bachelor of Arts (B.A.)
James Nie, CFA James Nie, CFA's Mooreland Partners Experience June 2015 - Present
Job Technology Investment Banking
Industry Financial Services
Experience
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Mooreland Partners June 2015 - Present
Needham & Company May 2014 - May 2015
Sidoti & Company, LLC November 2013 - May 2014
Cliffwater LLC February 2012 - November 2013
Deutsche Bank 2009 - 2012
Selective Insurance 2008 - 2009
Skills
Bloomberg Terminal, Excel, PowerPoint, Portfolio Analysis, Statistics, Hedge Funds, Private Equity, Portfolio Management, Alternative Investments, Equity Research, Investments, Financial Modeling, Investment Banking, Mergers, Valuation
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BS, Finance
Aparajita Singh's Mooreland Partners Experience January 2014 - June 2014
Job Investment Banking Summer Associate TMT at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2015 - Present
Columbia Business School August 2014 - Present
Mooreland Partners January 2014 - June 2014
Mooreland Partners June 2011 - December 2013
NERA Economic Consulting July 2010 - May 2011
Skills
Equities, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Bloomberg, M&A experience, Economics, Equity Research, Capital Markets, Venture Capital, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Washington and Lee University 2006 — 2010
BA & BS, Economics & Engineering
London School of Economics and Political Science 2008 — 2009
General Course, Economics, First and Second Degree Honors
United World College - Mahindra 2004 — 2006
International Baccalaureate Diploma (High School)
Goldman Sachs June 2015 - Present
Columbia Business School August 2014 - Present
Mooreland Partners January 2014 - June 2014
Mooreland Partners June 2011 - December 2013
NERA Economic Consulting July 2010 - May 2011
Skills
Equities, Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Bloomberg, M&A experience, Economics, Equity Research, Capital Markets, Venture Capital, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA), Finance
Washington and Lee University 2006 — 2010
BA & BS, Economics & Engineering
London School of Economics and Political Science 2008 — 2009
General Course, Economics, First and Second Degree Honors
United World College - Mahindra 2004 — 2006
International Baccalaureate Diploma (High School)
Aziz Ali's Mooreland Partners Experience July 2014 - Present
Job Investment Banking Analyst at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners July 2014 - Present
BBVA Corporate & Investment Banking October 2013 - July 2014
PlaceIQ May 2013 - September 2013
Invesco Ltd. May 2012 - January 2013
Navigation Investments LP May 2011 - August 2011
Nalco June 2010 - August 2010
Skills
Stata, Economics, Statistics, Data Analysis, Research, Statistical Software, Facebook, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Financial Statement..., Equity Valuation, Finance, Investment Banking, Access, Financial Reporting, Technology, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Bloomberg Terminal
Education
New York University
Bachelor's Degree, Economics
Mooreland Partners July 2014 - Present
BBVA Corporate & Investment Banking October 2013 - July 2014
PlaceIQ May 2013 - September 2013
Invesco Ltd. May 2012 - January 2013
Navigation Investments LP May 2011 - August 2011
Nalco June 2010 - August 2010
Skills
Stata, Economics, Statistics, Data Analysis, Research, Statistical Software, Facebook, PowerPoint, Public Speaking, Microsoft Office, Microsoft Excel, Social Media, Financial Modeling, Financial Analysis, Financial Statement..., Equity Valuation, Finance, Investment Banking, Access, Financial Reporting, Technology, Valuation, Corporate Finance, Mergers & Acquisitions, Bloomberg, Bloomberg Terminal
Education
New York University
Bachelor's Degree, Economics
Erin Kurtz Erin Kurtz's Mooreland Partners Experience August 2014 - Present
Job Analyst at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners August 2014 - Present
Stephens Inc. 2013 - 2014
Northwestern Mutual January 2012 - May 2012
EM Jeans March 2010 - September 2011
Polo Ralph Lauren May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Stata, Leadership, Data Analysis, Accounting, Financial Modeling, Market Research, Valuation, Finance, Economics, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Hendrix College 2008 — 2012
Bachelor of Arts (BA), Economics and Business
Mooreland Partners August 2014 - Present
Stephens Inc. 2013 - 2014
Northwestern Mutual January 2012 - May 2012
EM Jeans March 2010 - September 2011
Polo Ralph Lauren May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Stata, Leadership, Data Analysis, Accounting, Financial Modeling, Market Research, Valuation, Finance, Economics, Public Speaking
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Finance
Hendrix College 2008 — 2012
Bachelor of Arts (BA), Economics and Business
James McNamara's Mooreland Partners Experience June 2014 - August 2014
Job Summer Intern at Cross Shore Capital Management, LLC
Industry Higher Education
Experience
Cross Shore Capital Management, LLC June 2015 - Present
Mooreland Partners June 2014 - August 2014
Education
Williams College 2013 — 2017
Bachelor of Arts (BA), Economics, History, Junior
Choate Rosemary Hall 2012 — 2013
Post Graduate Diploma, Post Graduate
Bronxville High School 2008 — 2012
High School Diploma
Cross Shore Capital Management, LLC June 2015 - Present
Mooreland Partners June 2014 - August 2014
Education
Williams College 2013 — 2017
Bachelor of Arts (BA), Economics, History, Junior
Choate Rosemary Hall 2012 — 2013
Post Graduate Diploma, Post Graduate
Bronxville High School 2008 — 2012
High School Diploma
Bryan Dow Bryan Dow's Mooreland Partners Experience January 2013 - Present
Job
Industry Investment Banking
Experience
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
Mooreland Partners January 2013 - Present
ThinkEquity LLC July 2012 - January 2013
ThinkEquity LLC April 2010 - July 2012
ThinkEquity Partners September 2007 - April 2010
Needham & Company December 2006 - September 2007
Needham & Company July 2004 - December 2006
Investment Tracking Services February 2003 - March 2004
Skills
Private Placements, Investment Banking, Corporate Finance, IPO, Mergers, Strategy, Divestitures, Private Equity, Valuation, Financial Modeling, Venture Capital, M&A experience, Mergers & Acquisitions, Equities, Investments, Corporate Development, Finance, 3D Printing
Education
Santa Clara University
Bachelor of Science in Commerce, Finance and MIS
Eden Prairie High School
Sam Anderson Sam Anderson's Mooreland Partners Experience June 2015 - September 2015
Job Student at Santa Clara University
Industry Investment Banking
Experience
Mooreland Partners June 2015 - September 2015
Mooreland Partners February 2015 - May 2015
Columbia West Capital July 2014 - September 2014
Alliance Residential Company June 2013 - March 2014
Alliance Residential Company June 2012 - September 2012
St. Joseph's Hospital and Medical Center 2010 - 2011
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Strategy, Financial Modeling, Data Analysis, Microsoft Office, Research, Real Estate Economics, Marketing, Analysis, Economics, Valuation, Investment Banking
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.), Economics; Bachelor of Arts (B.A.), English
Brophy College Preparatory 2008 — 2012
Mooreland Partners June 2015 - September 2015
Mooreland Partners February 2015 - May 2015
Columbia West Capital July 2014 - September 2014
Alliance Residential Company June 2013 - March 2014
Alliance Residential Company June 2012 - September 2012
St. Joseph's Hospital and Medical Center 2010 - 2011
Skills
PowerPoint, Finance, Financial Analysis, Microsoft Excel, Strategy, Financial Modeling, Data Analysis, Microsoft Office, Research, Real Estate Economics, Marketing, Analysis, Economics, Valuation, Investment Banking
Education
Santa Clara University 2012 — 2016
Bachelor of Science (B.S.), Economics; Bachelor of Arts (B.A.), English
Brophy College Preparatory 2008 — 2012
Sharran Deora Sharran Deora's Mooreland Partners Experience January 2008 - June 2008
Job
Industry Information Technology and Services
Experience
Free Ventures January 2014 - Present
Mounza Inc April 2012 - Present
StartX. December 2012 - December 2013
Schneider Electric April 2011 - November 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Mooreland Partners January 2008 - June 2008
Skills
Product Management, Private Equity, Management, Business Development, Financial Modeling, Valuation, Entrepreneurship, Start-ups, Strategy, Mobile Applications, Recruiting, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Analytics, Competitive Analysis, Corporate Development, Business Strategy
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS
The Harker School 1999 — 2003
HS
Free Ventures January 2014 - Present
Mounza Inc April 2012 - Present
StartX. December 2012 - December 2013
Schneider Electric April 2011 - November 2011
Barclays Capital September 2008 - March 2011
Lehman Brothers July 2008 - September 2008
Mooreland Partners January 2008 - June 2008
Skills
Product Management, Private Equity, Management, Business Development, Financial Modeling, Valuation, Entrepreneurship, Start-ups, Strategy, Mobile Applications, Recruiting, Strategic Partnerships, Mergers & Acquisitions, Venture Capital, Analytics, Competitive Analysis, Corporate Development, Business Strategy
Education
Rensselaer Polytechnic Institute 2003 — 2007
BS
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2003 — 2007
BS
The Harker School 1999 — 2003
HS
Kellan Carter Kellan Carter's Mooreland Partners Experience March 2011 - May 2013
Job Venture at Ignition Partners
Industry Venture Capital & Private Equity
Experience
IGNITION PARTNERS June 2013 - Present
Azuqua September 2014 - Present
Chef (formerly Opscode) June 2013 - Present
DataSphere Technologies Inc. June 2013 - Present
Tier 3 June 2013 - November 2013
Mooreland Partners March 2011 - May 2013
KPMG Advisory April 2010 - March 2011
D.A. Davidson & Co. June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, LBO, Mergers, Due Diligence, Capital IQ, DCF, M&A experience, Business Valuation, Mergers & Acquisitions, Strategy, Investments, Start-ups, Finance, Financial Services, Structured Finance
Education
The University of Montana 2005 — 2009
B.S. Business Administration - Finance, Finance
IGNITION PARTNERS June 2013 - Present
Azuqua September 2014 - Present
Chef (formerly Opscode) June 2013 - Present
DataSphere Technologies Inc. June 2013 - Present
Tier 3 June 2013 - November 2013
Mooreland Partners March 2011 - May 2013
KPMG Advisory April 2010 - March 2011
D.A. Davidson & Co. June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, LBO, Mergers, Due Diligence, Capital IQ, DCF, M&A experience, Business Valuation, Mergers & Acquisitions, Strategy, Investments, Start-ups, Finance, Financial Services, Structured Finance
Education
The University of Montana 2005 — 2009
B.S. Business Administration - Finance, Finance
Mrinal Bedi Mrinal Bedi's Mooreland Partners Experience December 2014 - Present
Job Investment Banking Analyst at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners December 2014 - Present
PwC September 2012 - December 2014
Yahoo! June 2011 - September 2011
Cal Poly State University September 2009 - June 2011
Skills
Excel, Microsoft Office, Financial Analysis, Microsoft Excel, Accounting, Finance, Technical Accounting..., Business Valuation, Analysis, Mergers & Acquisitions, Financial Modeling, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Undergraduate, Business Administration: Finance, Economics Minor
Cupertino High School 2004 — 2008
Mooreland Partners December 2014 - Present
PwC September 2012 - December 2014
Yahoo! June 2011 - September 2011
Cal Poly State University September 2009 - June 2011
Skills
Excel, Microsoft Office, Financial Analysis, Microsoft Excel, Accounting, Finance, Technical Accounting..., Business Valuation, Analysis, Mergers & Acquisitions, Financial Modeling, Data Analysis
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Undergraduate, Business Administration: Finance, Economics Minor
Cupertino High School 2004 — 2008
Peter Procida Peter Procida's Mooreland Partners Experience September 2014 - February 2015
Job
Industry Financial Services
Experience
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
YieldStreet March 2015 - June 2015
Mooreland Partners September 2014 - February 2015
Canaccord Genuity Inc. June 2013 - September 2014
Stifel Financial Corp. May 2011 - July 2011
New York Jets 2011 - 2011
National Football League May 2010 - August 2010
Education
Duke Fuqua School of Business 2012 — 2013
Master's degree
Harvard University 2008 — 2012
Degree
Deerfield Academy 2005 — 2008
HS
Eaglebrook
AJ Fang AJ Fang's Mooreland Partners Experience February 2008 - Present
Job Vice President at Mooreland Partners
Industry Investment Banking
Experience
Mooreland Partners February 2008 - Present
Wachovia Securities, LLC May 2007 - January 2008
Ernst & Young June 2006 - August 2006
Skills
Valuation, Structured Products, Capital Markets, Financial Modeling, Investment Banking, Emerging Markets, Data Analysis, Private Equity, Corporate Finance, Business Valuation, M&A experience, Venture Capital, DCF, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration, Finance, Accounting, International Business
Mooreland Partners February 2008 - Present
Wachovia Securities, LLC May 2007 - January 2008
Ernst & Young June 2006 - August 2006
Skills
Valuation, Structured Products, Capital Markets, Financial Modeling, Investment Banking, Emerging Markets, Data Analysis, Private Equity, Corporate Finance, Business Valuation, M&A experience, Venture Capital, DCF, Mergers & Acquisitions
Education
Emory University - Goizueta Business School 2003 — 2007
Bachelor of Business Administration, Finance, Accounting, International Business
Craig Rosenblatt Craig Rosenblatt's Mooreland Partners Experience 2005 - 2007
Job CFO at 3Cinteractive
Industry Wireless
Experience
3Cinteractive May 2012 - Present
Morgan Keegan / Revolution Partners February 2007 - June 2012
Mooreland Partners 2005 - 2007
Avaya 2004 - 2005
Texas Pacific Group 1997 - 2002
Lehman Brothers 1996 - 1997
Skills
Mobile Devices, Mergers, Corporate Development, Private Equity, Mobile Applications, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, SaaS, Strategy, CRM, Mobile Technology, Integrated Marketing, M&A experience, Strategic Partnerships, LBO, Mobile Commerce
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
3Cinteractive May 2012 - Present
Morgan Keegan / Revolution Partners February 2007 - June 2012
Mooreland Partners 2005 - 2007
Avaya 2004 - 2005
Texas Pacific Group 1997 - 2002
Lehman Brothers 1996 - 1997
Skills
Mobile Devices, Mergers, Corporate Development, Private Equity, Mobile Applications, Mergers & Acquisitions, Business Strategy, Venture Capital, Start-ups, SaaS, Strategy, CRM, Mobile Technology, Integrated Marketing, M&A experience, Strategic Partnerships, LBO, Mobile Commerce
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Harvard University 1992 — 1996
Bachelor of Arts (BA), Economics
Scot Sedlacek's Mooreland Partners Experience January 2009 - Present
Job Managing Director at Mooreland Partners LLC
Industry Investment Banking
Experience
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Mooreland Partners January 2009 - Present
Lumeta Corporation 2007 - 2013
Tizor Systems 2007 - 2009
JMI Equity 2007 - 2008
Jefferies & Company 2004 - 2006
Jefferies Broadview 2003 - 2006
Broadview International 1988 - 2003
Broadview Associates 1988 - 2003
IBM 1978 - 1986
Skills
Investment Banking, Mergers & Acquisitions, Management, Venture Capital, Banking, Strategy, Start-ups, Due Diligence, Corporate Development
Education
Stanford University
Undergraduate
University of Pennsylvania - The Wharton School
MBA
Stephen Schweich's Mooreland Partners Experience May 2005 - Present
Job Investment Banker Mooreland Partners
Industry Investment Banking
Experience
ClearView Audio February 2011 - Present
Locus Energy September 2010 - Present
Mooreland Partners May 2005 - Present
Global Bay Mobile - Verifone May 2005 - October 2011
Robertson Stephens June 1993 - September 2002
Alex Brown & Sons September 1987 - June 1993
Skills
Corporate Development, Equity Research, Equities, Mergers, Asset Managment, Investment Banking, Venture Capital
Education
Harvard Business School 1983 — 1985
MBA
Amherst College 1977 — 1981
BA, History
Sciences Po 1979 — 1980
CEP, International Relations
ClearView Audio February 2011 - Present
Locus Energy September 2010 - Present
Mooreland Partners May 2005 - Present
Global Bay Mobile - Verifone May 2005 - October 2011
Robertson Stephens June 1993 - September 2002
Alex Brown & Sons September 1987 - June 1993
Skills
Corporate Development, Equity Research, Equities, Mergers, Asset Managment, Investment Banking, Venture Capital
Education
Harvard Business School 1983 — 1985
MBA
Amherst College 1977 — 1981
BA, History
Sciences Po 1979 — 1980
CEP, International Relations
Andrew Dorgan's Mooreland Partners Experience January 2010 - August 2011
Job General Manager at Sauers Ford Lincoln
Industry Investment Banking
Experience
Sauers Ford Lincoln February 2014 - Present
Sauers Buick GMC March 2013 - February 2014
Sandler O'Neill July 2011 - March 2013
Mooreland Partners January 2010 - August 2011
Updata Advisors July 2008 - March 2009
Susquehanna International Group March 2007 - October 2007
BlackRock March 2006 - January 2007
Education
Drexel University
Sauers Ford Lincoln February 2014 - Present
Sauers Buick GMC March 2013 - February 2014
Sandler O'Neill July 2011 - March 2013
Mooreland Partners January 2010 - August 2011
Updata Advisors July 2008 - March 2009
Susquehanna International Group March 2007 - October 2007
BlackRock March 2006 - January 2007
Education
Drexel University
Charlie Sayre's Mooreland Partners Experience July 2011 - July 2013
Job International Operations Analyst at WWE
Industry Entertainment
Experience
WWE December 2013 - Present
Mooreland Partners July 2011 - July 2013
Alvarez & Marsal June 2010 - August 2010
Education
Kenyon College 2007 — 2011
Bachelor's degree, Economics
Kent Denver School 2003 — 2007
WWE December 2013 - Present
Mooreland Partners July 2011 - July 2013
Alvarez & Marsal June 2010 - August 2010
Education
Kenyon College 2007 — 2011
Bachelor's degree, Economics
Kent Denver School 2003 — 2007
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY