Morgan Joseph TriArtisan LLC

Industry: Capital market company

Description

Headquarters: United States of America Founded: 1982 Parent organization: Morgan Joseph TriArtisan Group Inc. Subsidiaries: CapitalKey Advisors, Inc., Morgan Joseph & Co. Inc. (Fund Placement Group)

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Morgan Joseph TriArtisan LLC Employees

Employee
Years
Job
Industry
Terry Chuan Qian Terry Chuan Qian Greater Los Angeles Area Details
Terry Chuan Qian's Morgan Joseph TriArtisan LLC Experience January 2011 - May 2013
Job Vice President at Tang Media Partners LLC
Industry Investment Management
Experience
Tang Media Partners LLC   July 2015 - Present
Daley & Tang Partners LLC   August 2014 - June 2015
Capital Group  January 2014 - July 2014
Morgan Joseph TriArtisan LLC   January 2011 - May 2013
Bank of Communications Limited  July 2010 - December 2010

Skills
Financial Modeling, Investment Banking, Bloomberg, Corporate Finance, Capital Markets, Equity Research, Valuation, LBO, Due Diligence, Financial Analysis, Business Valuation, Venture Capital, Hedge Funds, Equities

Education
University at Buffalo   2008 — 2010
Master of Science, Financial Economics, 3.961

Nanjing University   2004 — 2008
Bachelor's Degree, Finance

James Chi James Chi San Francisco Bay Area Details
James Chi's Morgan Joseph TriArtisan LLC Experience June 2013 - August 2013
Job Investment Banking Analyst at RBC
Industry Financial Services
Experience
RBC  February 2014 - Present
Generation XV [Dance Team]   January 2012 - December 2014
RBC  June 2014 - August 2014
KKR  September 2013 - December 2013
Morgan Joseph TriArtisan LLC   June 2013 - August 2013
Department of Nuclear Engineering   August 2012 - October 2012
Atzen   May 2012 - September 2012
Balance Edutainment   January 2012 - May 2012
Movement [Dance Team]   January 2012 - May 2012
Residence Hall Association  September 2011 - May 2012

Skills
Investment Banking, Financial Modeling, Data Analysis, Capital IQ, Microsoft Office, Microsoft Excel, PowerPoint, TPS, Valuation, Finance, Financial Analysis

Education
Haas School of Business, UC Berkeley   2013 — 2015
Business Administration

University of California, Berkeley   2011 — 2015

Agoura High School   2007 — 2011
High School Diploma

Alice Shen Alice Shen Berkeley, California Details
Alice Shen's Morgan Joseph TriArtisan LLC Experience September 2014 - October 2014
Job Student at University of California, Berkeley, Haas School of Business
Industry Banking
Experience
Rabobank  May 2015 - August 2015
Deutsche Bank  April 2015 - May 2015
The Daily Californian  February 2014 - May 2015
Morgan Joseph TriArtisan LLC   September 2014 - October 2014
Cooperative Center FCU  April 2014 - August 2014
Caliber Magazine  September 2013 - December 2013

Skills
Leadership, Fundraising, Microsoft Office, Microsoft Excel, Finance, Analysis, Sales, PowerPoint, Financial Analysis, Data Analysis, Investment Banking, Capital IQ, Event Planning, Stock Picking, Marketing, QuickBooks, Photoshop, HTML, Social Media

Education
University of California, Berkeley, Haas School of Business   2013 — 2017
Bachelor of Science (B.S.), Business Administration

Brian Kosnik Brian Kosnik Greater New York City Area Details
Brian Kosnik's Morgan Joseph TriArtisan LLC Experience January 2012 - March 2012
Job Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs  June 2015 - Present
Mitsubishi UFJ Securities  August 2013 - May 2015
BNY Mellon  June 2012 - August 2012
Morgan Joseph TriArtisan LLC   January 2012 - March 2012

Education
Dartmouth College   2009 — 2013
B.A., Economics

Kelly Cornelius, CSM Kelly Cornelius, CSM Brentwood, Tennessee Details
Kelly Cornelius, CSM's Morgan Joseph TriArtisan LLC Experience 2008 - 2009
Job Sales and Marketing Project Manager at HealthTrust Purchasing Group
Industry Hospital & Health Care
Experience
HCA  February 2013 - Present
HealthTrust Purchasing Group  February 2013 - Present
HCA  September 2010 - March 2012
Community Health Systems, Inc.   2012 - 2012
Morgan Joseph TriArtisan LLC   2008 - 2009
Morgan Joseph  2008 - 2009

Skills
Healthcare Information..., Healthcare, Meditech, SharePoint, Microsoft Office, MS Project, Lean Manufacturing, Real Estate, Process Improvement, Visio, Software Documentation, Project Management, Business Analysis, Analysis, HIPAA, Integration, Vendor Management, Team Building

Education
Middle Tennessee State University   1987 — 1992
Bachelor of Business Administration (B.B.A.), Accounting

Tracey Chu Tracey Chu Houston, Texas Area Details
Tracey Chu's Morgan Joseph TriArtisan LLC Experience September 2008 - August 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group  September 2015 - Present
The Boston Consulting Group  June 2014 - August 2014
Jefferies & Company  September 2009 - February 2013
Morgan Joseph TriArtisan LLC   September 2008 - August 2009
Goldman Sachs  July 2007 - September 2008

Education
University of Pennsylvania - The Wharton School   2013 — 2015
Master of Business Administration (M.B.A.)

Georgetown University   2004 — 2007
Bachelor of Science (B.S.), Finance, General

Stephen Greene Stephen Greene New York, New York Details
Stephen Greene's Morgan Joseph TriArtisan LLC Experience July 2010 - September 2011
Job Private Equity, Mergers & Acquisitions and Financial Restructuring Professional
Industry Investment Banking
Experience
Crevice Capital Partners   January 2013 - Present
National Home HealthCare Corp.   November 2007 - Present
The Silverfern Group, Inc.   October 2011 - January 2013
Morgan Joseph TriArtisan LLC   July 2010 - September 2011
Eureka Capital Markets, LLC  October 2002 - June 2010
Arthur Andersen LLP  April 1992 - September 2002
Houlihan Lokey  July 1985 - April 1992

Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Investments, Portfolio Management, Management, Restructuring, Hedge Funds, Debt Restructuring

Education
Anderson School at UCLA
Master of Business Administration (MBA), Finance

Stanford University
Master of Arts (M.A.), History

Stanford University
Bachelor of Arts (B.A.), History

Felicity Tang Felicity Tang San Francisco Bay Area Details
Felicity Tang's Morgan Joseph TriArtisan LLC Experience October 2013 - December 2013
Job Investment Banking Summer Analyst at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  June 2014 - August 2014
Morgan Joseph TriArtisan LLC   October 2013 - December 2013
Euclid  June 2013 - August 2013
Credit Union for Berkeley Students, Faculty, and Staff   August 2011 - February 2013
UC Berkeley  January 2012 - December 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Leadership, Microsoft Word, Photoshop, Project Management, Strategic Planning, Team Leadership, Marketing, Event Planning, Public Speaking, Research, Social Media, Teamwork, Fundraising, HTML, Editing, Social Media Marketing, Market Research, Event Management, Teaching, Community Outreach, Nonprofits

Education
University of California, Berkeley   2011 — 2015
Bachelor of Business Administration (B.B.A.), 3.97

International Christian School   1997 — 2011
High School, 3.97

Jason Yu Jason Yu San Francisco Bay Area Details
Jason Yu's Morgan Joseph TriArtisan LLC Experience August 2012 - December 2012
Job Investment Banking Analyst at Raymond James Financial Inc.
Industry Investment Banking
Experience
Raymond James Financial Inc.  October 2014 - Present
Stifel Financial Corp.  July 2013 - October 2014
Morgan Joseph TriArtisan LLC   August 2012 - December 2012
KPMG  June 2012 - August 2012
Hidden River, LLC  January 2012 - April 2012

Skills
Mergers, Financial Modeling, Investment Banking, Microsoft Office, Spreadsheets, Valuation, Competitive Analysis, Due Diligence, Market Research, Corporate Finance, Cantonese, Mandarin, Economics, Finance, Financial Analysis, Mergers & Acquisitions

Education
University of California, Berkeley, Haas School of Business   2009 — 2013
Bachelor of Science (B.S.), Business Administration

Anish Agrawal Anish Agrawal San Francisco Bay Area Details
Anish Agrawal's Morgan Joseph TriArtisan LLC Experience August 2012 - December 2012
Job Technology M&A Analyst at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group  June 2014 - Present
Morgan Stanley  June 2013 - August 2013
University of California, Berkeley, Haas School of Business   August 2012 - May 2013
Morgan Joseph TriArtisan LLC   August 2012 - December 2012

Skills
Valuation, Economics, Financial Modeling, Financial Analysis, Microsoft Office, PowerPoint, Investment Banking, Corporate Finance, Microsoft Excel, Mergers & Acquisitions, Data Analysis

Education
University of California, Berkeley   2010 — 2014

Yashvardhan Jain Yashvardhan Jain San Francisco Bay Area Details
Yashvardhan Jain's Morgan Joseph TriArtisan LLC Experience October 2013 - December 2013
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2015 - Present
UC Berkeley  June 2011 - May 2015
Goldman Sachs  June 2014 - August 2014
Euclid  October 2013 - December 2013
Morgan Joseph TriArtisan LLC   October 2013 - December 2013
Flextronics  June 2013 - August 2013
Deloitte Touche Tohmatsu – Financial Advisory (M&A Group)   December 2012 - January 2013
YUVA Unstoppable  June 2010 - May 2011
The Doon School Information Review   February 2009 - November 2009

Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Non-profits, Creative Writing, Public Speaking, Nonprofits, Economics, Editing, Strategic Planning, Business Strategy, Social Media, Market Research, Microsoft Office, Statistics

Education
UC Berkeley   2011 — 2015
Bachelor of Arts (B.A.), Economics

The Doon School   2004 — 2010
International Baccalaureate Diploma

Gabby Cho Gabby Cho San Francisco Bay Area Details
Gabby Cho's Morgan Joseph TriArtisan LLC Experience February 2014 - May 2014
Job Student at University of California, Berkeley
Industry Financial Services
Experience
UC Berkeley  September 2015 - Present
J.P. Morgan   June 2015 - August 2015
Ubisoft  February 2015 - March 2015
Apple  May 2014 - August 2014
Morgan Joseph TriArtisan LLC   February 2014 - May 2014
Morgan Stanley  June 2013 - August 2013

Skills
Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Marketing, Sales, Salesforce.com

Education
Granite Bay High School

University of California, Berkeley
Bachelor of Science (B.S.), Economics

Aaron Chen Aaron Chen Greater Los Angeles Area Details
Aaron Chen's Morgan Joseph TriArtisan LLC Experience July 2011 - September 2011
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  July 2014 - Present
Credit Suisse  June 2013 - August 2013
Global Hunter Securities  October 2012 - February 2013
Janes Capital Partners  June 2012 - August 2012
Morgan Joseph TriArtisan LLC   July 2011 - September 2011

Skills
Leveraged Finance, Corporate Finance, Mergers & Acquisitions, Valuation, Financial Modeling, Capital Markets, Capital IQ, Microsoft Excel, Bloomberg Terminal, DCF, LBO, Adobe Creative Suite, FactSet, Investment Banking

Education
New York University
Bachelor of Arts, Economics

Diamond Bar High School

Ben Lugavere Ben Lugavere New York, New York Details
Ben Lugavere's Morgan Joseph TriArtisan LLC Experience January 2011 - May 2011
Job Full Stack Developer
Industry Marketing and Advertising
Experience
MEC  March 2015 - Present
JPMorgan Chase & Co.   August 2012 - March 2015
Business Development Advisors   December 2011 - January 2013
VFT Global   November 2011 - January 2013
Alliance Capital Partners   June 2011 - November 2011
Morgan Joseph TriArtisan LLC   January 2011 - May 2011
Assurant  April 2010 - January 2011
MetLife  June 2009 - August 2009

Skills
Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, Private Placements, Negotiation, Competitive Analysis, Enterprise Valuation, Venture Capital, Strategy, Equities, M&A experience, Private Equity, Equity Research, Start-ups, Corporate Finance, Finance, Business Planning, Investment Banking, Fairness Opinions, Emerging Markets, Management, Business Development, Restructuring, Asset Management, IPO, Investments, Industry Analysis, Business Plan Evaluation, Analysis, Java, VBA, Corporate Development, Portfolio Management, QlikView Development, CSS, JavaScript, C#, QlikView, SQL, AngularJS, jQuery, ASP.NET, MVC Architecture, ASP.NET MVC, Web Development, Web Application..., Business Intelligence, Data Modeling, Data Science

Education
University of Miami - School of Business   2006 — 2010
Bachelor's Degree, Finance, Business Management and Organization

The London School of Economics and Political Science (LSE)   2008 — 2008
Study Abroad, Business Administration, Management and Operations

Eric Bourassa Eric Bourassa Greater New York City Area Details
Eric Bourassa's Morgan Joseph TriArtisan LLC Experience May 2013 - August 2013
Job Debt Capital Markets & Leveraged Finance Analyst at Royal Bank of Scotland
Industry Investment Banking
Experience
Royal Bank of Scotland  April 2015 - Present
Royal Bank of Scotland  July 2014 - April 2015
Morgan Joseph TriArtisan LLC   May 2013 - August 2013
Aetna  May 2012 - August 2012
NDJ Solutions   January 2007 - December 2011

Skills
Microsoft Excel, PowerPoint, Teamwork, Microsoft Office, Finance, Microsoft Word, Financial Analysis, Research, Social Media, Windows, English, Oracle Applications, Sungard GMI, QuickBooks, Series 65, Series 63, Series 7

Education
The University of Connecticut School of Business   2011 — 2014
Bachelor's Degree, Finance, General, 3.65

Bryant University   2010 — 2011
Bachelor of Science (BS), Financial Services, 3.8

Kevin Jenks Kevin Jenks Greater New York City Area Details
Kevin Jenks's Morgan Joseph TriArtisan LLC Experience January 2010 - April 2010
Job
Industry Investment Management
Experience
KRJ Capital Advisors   January 2011 - Present
Morgan Joseph TriArtisan LLC   January 2010 - April 2010
Apeirogon Capital LLC   2008 - 2009
HBK Capital   2002 - 2008
Vanderbilt Capital   2000 - 2002
Prime Advisors, Inc.   1997 - 2000
Bank of Boston  1996 - 1997
The Boston Company  1994 - 1995
Fidelity Investments  1993 - 1994

Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Finance, ABS, MBS, CMBS, Trading, Alternative Investments, Asset Management, Portfolio Management, Financial Modeling, Structured Products, Capital Markets, Securitization, CDO, Derivatives, Valuation, CDS, Securities, Intex, Bloomberg, Investment Management, Due Diligence, RMBS, Whole Loans, Bonds, Equities, Investments, Equity Trading, Financial Structuring, Mutual Funds, Finance, Investment Banking, Credit, Hedging, Investment Strategies

Education
University of Massachusetts Lowell   1987 — 1992
BS Finance

todd clark todd clark San Francisco Bay Area Details
todd clark's Morgan Joseph TriArtisan LLC Experience July 2010 - July 2011
Job Equity Capital Markets Executive seeking an Opportunity and Challenge
Industry Investment Banking
Experience
Independent  July 2011 - Present
Morgan Joseph TriArtisan LLC   July 2010 - July 2011
Nollenberger Capital Partners  September 2005 - May 2010
Wells Fargo Securities  January 2002 - August 2005

Skills
Trading, Equity Trading, Series 7, Management, Series 63, Equities, Sales, Hedge Funds, Equity Research, Capital Markets, Securities, Electronic Trading, Alternative Investments, Series 66, series 24, Fixed Income

Education
Trinity College-Hartford   1979 — 1983
Bachelor of Arts (B.A.), Economics, 3.5 GPA

Joshua Lanning Joshua Lanning New York, New York Details
Joshua Lanning's Morgan Joseph TriArtisan LLC Experience May 2011 - November 2011
Job Associate, Global Infrastructure Finance, CIBC World Markets
Industry Investment Banking
Experience
CIBC World Markets  January 2014 - Present
Morgan Joseph TriArtisan LLC   May 2011 - November 2011
Louis Berger Group  July 2006 - March 2011
CME Associates  2002 - 2005

Skills
Financial Modeling, Valuation, Financial Analysis, Project Management, Microsoft Excel, Due Diligence, Corporate Finance, Microsoft Office, Analysis, PowerPoint, Management, Mergers & Acquisitions, Strategy

Education
New York University - Leonard N. Stern School of Business   2008 — 2012
MBA, Finance

Stevens Institute of Technology   2000 — 2006
Bachelor of Engineering, Environmental Engineering

Homer Central High School   1997 — 2000

Christopher Neu Christopher Neu Dallas, Texas Details
Christopher Neu's Morgan Joseph TriArtisan LLC Experience July 2011 - March 2013
Job Corporate Development, Mergers Acquisitions (M&A) at Plano Synergy (a Teacher's Capital Portfolio Co.)
Industry Venture Capital & Private Equity
Experience
Plano Synergy Holdings (Teacher's Private Capital Portfolio Company)   October 2014 - Present
Nuance Communications  October 2013 - October 2014
Morgan Joseph TriArtisan LLC   July 2011 - March 2013
Morgan Joseph TriArtisan LLC   July 2008 - July 2011

Skills
Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Private Placements, Mergers, Healthcare, Financial Analysis, Finance, LBO, Capital Markets, Business Planning, DCF, Corporate Development, Capital IQ, Business Valuation, Start-ups, Investments, Financial Advisory, Business Strategy, Microsoft Excel

Education
Southern Methodist University   2004 — 2008
Bachelor's degree, Finance

Harry Feuerstein Harry Feuerstein Washington D.C. Metro Area Details
Harry Feuerstein's Morgan Joseph TriArtisan LLC Experience January 2013 - Present
Job Executive
Industry Management Consulting
Experience
Merryck & Co.   June 2013 - Present
CLUB 9 SPORTS, LLC   October 2014 - Present
Morgan Joseph TriArtisan LLC   January 2013 - Present
Feuerstein Consulting LLC   April 2012 - Present
Siemens  2009 - April 2012
Siemens  2008 - 2009
Siemens  2003 - 2008
Siemens  2002 - 2004
Siemens  2001 - 2002
CFx Gr   1998 - 2001

Skills
Mergers, Strategic Planning, Start-ups, Business Strategy, Business Development, Leadership Development, Organizational..., Security, Renewable Energy, Management Consulting, New Business Development, Strategy, Mergers & Acquisitions, Contract Negotiation, Management, Leadership, Business Planning, Program Management, Risk Management, Cross-functional Team..., Financial Analysis, Marketing, Energy, Project Management, Executive Coaching, Finance, Entrepreneurship, Executive Management, Investments, Change Management

Education
Washington and Lee University   1981 — 1983
BA, Economics and Politics

Hofstra University
MBA, Finance

Smithtown West

The George Washington University

Arthur Pearsall Arthur Pearsall Greater New York City Area Details
Arthur Pearsall's Morgan Joseph TriArtisan LLC Experience June 2013 - Present
Job Merchant/Investment Banking Analyst at Morgan Joseph TriArtisan LLC
Industry Investment Banking
Experience
Morgan Joseph TriArtisan LLC   June 2013 - Present
Goldman Sachs  July 2010 - May 2013
1st Bridgehouse Securities   May 2008 - May 2010
Goldman Sachs  June 2009 - August 2009

Skills
Microsoft Excel, Investment Banking, Financial Modeling, Private Equity, Equities, Due Diligence, Analysis, Valuation, Mergers & Acquisitions, Capital Markets, Microsoft Word, Bloomberg, Trading, IPO, Fixed Income, Investments

Education
University of Miami - School of Business   2006 — 2010
BBA, Finance, Marketing, Spanish

Glen Cove High School   2002 — 2006

Alan Streiter Alan Streiter Greater New York City Area Details
Alan Streiter's Morgan Joseph TriArtisan LLC Experience January 2008 - October 2011
Job Relationship Manager at Lenox Advisors | Wealth Manager | Corporate Benefits
Industry Financial Services
Experience
Lenox Advisors  December 2011 - Present
Morgan Joseph TriArtisan LLC   January 2008 - October 2011
McMahan Securities  July 1996 - January 2008
Credit Lyonnais  April 1992 - July 1996
Manufacturers Hanover Trust  September 1990 - April 1992

Skills
Equities, Investment Banking, Securities, Hedge Funds, Asset Managment

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Finance and International Business

University of Michigan - Stephen M. Ross School of Business   1983 — 1987
Bachelor of Business Administration, Finance

Baldwin High School

Randy Bobish Randy Bobish Greater New York City Area Details
Randy Bobish's Morgan Joseph TriArtisan LLC Experience June 2009 - February 2011
Job Theater Arts Instructor at Warren County Technical School
Industry Entertainment
Experience
Warren County Technical School  August 2012 - Present
International Ivy Educational Programs   June 2014 - July 2014
Infinite Conferencing  February 2011 - August 2012
Morgan Joseph TriArtisan LLC   June 2009 - February 2011
Various Regional Theatres   1994 - 2008
Fiddler on the Roof  December 2003 - January 2006
42nd Street   February 2001 - June 2003
Anything Goes   March 2002 - March 2002
Sunset Boulevard   September 1999 - May 2000
Grease   August 1996 - February 1997

Skills
Teaching, Theatre, Acting, Musical Theatre, Singing, Dance, Theatre History, Public Speaking, Contract Negotiation, Microsoft Office, Microsoft Word, Microsoft Excel, Outlook, Camtasia, Performing Arts, Entertainment, Stage, Voice Over, Public Relations, Television, Drama, Improvisation, Music, Directing, Theatrical Production, Stage Management, Film, Voice Acting, Plays, Casting, Mac, Commercials, Screenwriting, Comedy, Creative Direction, Producing, Costumes, Dialects, Sound, Shakespeare, Short Films, Stage Combat, Production Managment, Dramaturgy, Choreography, Playwriting

Education
University of Miami   1990 — 1994
BFA, Theater

New Orleans Center for Creative Arts   1987 — 1990
Theatre

Benjamin Franklin Sr. High School   1986 — 1990

Scott Berman Scott Berman Greater New York City Area Details
Scott Berman's Morgan Joseph TriArtisan LLC Experience March 2002 - June 2011
Job Managing Director at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets  June 2011 - Present
Morgan Joseph TriArtisan LLC   March 2002 - June 2011
Merrill Lynch  August 1999 - December 2001
Ernst & Young Corporate Finance  September 1989 - August 1999

Skills
Investment Banking, M&A, Board Advisory, Capital Markets, Exclusive Sales, Divestitures, Fairness Opinions, Recapitalizations, Building Materials, Consumer Products, Healthcare, Mergers, Private Equity, Mergers & Acquisitions, Restructuring, Corporate Finance, M&A experience, Venture Capital, Strategy, LBO, Capital Raising, Investments, Due Diligence, Corporate Development, Equities, Advisory Boards, Valuation, Leveraged Finance, Sponsor Coverage, Leveraged Lending, IPO, Middle Market, mergers and acquisitions, Private Placements, Business Valuation

Education
Duke University - The Fuqua School of Business   1987 — 1989
MBA, Finance & International Business

American University   1983 — 1987
BSBA, Accounting

American University - Kogod School of Business   1983 — 1987
BSBA, Accounting

Patrick Z. Yang Patrick Z. Yang Palo Alto, California Details
Patrick Z. Yang's Morgan Joseph TriArtisan LLC Experience May 2011 - August 2011
Job Venture Capital at Highland Capital Partners
Industry Venture Capital & Private Equity
Experience
Highland Capital Partners  July 2014 - Present
ENJOY Inc.  August 2015 - Present
Morgan Stanley  June 2013 - June 2014
Morgan Stanley  June 2012 - August 2012
Lazard  November 2011 - January 2012
Morgan Joseph TriArtisan LLC   May 2011 - August 2011
Renewable Analytics  July 2010 - June 2011
Bloom Energy  June 2009 - August 2009

Skills
Excel, Bloomberg, Financial Modeling, Valuation, Data Analysis, Microsoft Excel, PowerPoint, Statistics, Investment Banking, Microsoft Word, Economics, Financial Analysis, Corporate Finance, Capital IQ, DCF, LBO, Finance, Venture Capital, Mergers & Acquisitions

Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration and CET Alumnus

Mission San Jose High School

Daniel DiBiase Daniel DiBiase Santa Monica, California Details
Daniel DiBiase's Morgan Joseph TriArtisan LLC Experience June 2007 - August 2011
Job Co Founder at My Goodness, LLC.
Industry Financial Services
Experience
My Goodness, LLC.   April 2014 - Present
Self.Made   July 2013 - Present
HDL Capital, LLC.   February 2013 - Present
Morgan Joseph TriArtisan LLC   June 2007 - August 2011
Profile Apparel   November 2007 - March 2008
The Lounge Snowboard Shop   2005 - 2008

Skills
Trading, Trading Systems, Sales, Finance, Financial Markets, Sales&Marketing, Growth Investing, Value Investing, Business Development, Market Research, Equity Trading, Equity Research, Entrepreneurship, Financial Modeling

Education
University of Colorado at Boulder   2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Mitchell Stern Mitchell Stern Greater New York City Area Details
Mitchell Stern's Morgan Joseph TriArtisan LLC Experience 2009 - January 2012
Job Managing Director at Dresner Partners
Industry Investment Banking
Experience
Dresner Partners  January 2012 - Present
Morgan Joseph TriArtisan LLC   2009 - January 2012
SMH Capital Inc.   2007 - 2009
Glocap Advisors   2001 - 2007
Needham & Co. Inc.   1999 - 2001
Schroder & Co. Inc (Wertheim Schroder)   1993 - 1999
Deloitte & Touche LLC  1990 - 1993
Salomon Brothers  1989 - 1990
Ernst & Young  1986 - 1988

Skills
Venture Capital, Private Placements, Mergers, Capital Raising, Fairness Opinions, IPO, Growth Capital, Valuation, LBO, Investment Banking, Mergers & Acquisitions, Healthcare, Due Diligence, Corporate Development, Medical Devices, Corporate Finance, Private Equity, Healthcare Information..., Restructuring, Leveraged Finance, M&A experience, Divestitures, Capital Markets, Business Valuation

Education
New York University - Leonard N. Stern School of Business   1988 — 1990
MBA, Finance

Franklin & Marshall College   1982 — 1986
BA, Accounting

Andrew Chilgren Andrew Chilgren Miami/Fort Lauderdale Area Details
Andrew Chilgren's Morgan Joseph TriArtisan LLC Experience January 2013 - April 2013
Job Financial Analyst at CBRE
Industry Financial Services
Experience
CBRE  May 2013 - Present
Student Managed Investment Fund  August 2012 - May 2013
Morgan Joseph TriArtisan LLC   January 2013 - April 2013
ICAP  June 2012 - July 2012
FLAIA   2011 - 2012
ICAP  June 2011 - June 2011
Kopali Organics  September 2010 - January 2011

Skills
Conversational French, Financial Modeling, Bloomberg Terminal, Microsoft Excel, Microsoft Word, VBA, Microsoft Office, PowerPoint, Argus Modeling, InDesign, Java, Analysis, Finance, Bloomberg, Social Media

Education
University of Miami   2009 — 2013
Bachelor of Science, Finance and Management Science

Mounds Park Academy   2006 — 2009

Sidney Si Li Sidney Si Li West Palm Beach, Florida Details
Sidney Si Li's Morgan Joseph TriArtisan LLC Experience July 2012 - June 2013
Job Private Equity Associate at Comvest Partners
Industry Venture Capital & Private Equity
Experience
Comvest Partners  September 2014 - Present
Jefferies  July 2013 - August 2014
Morgan Joseph TriArtisan LLC   July 2012 - June 2013
Morgan Creek Capital Management  June 2011 - April 2012
Borden Real Estate   June 2010 - August 2010
ClearImage  June 2010 - August 2010

Skills
Private Equity, Economics, Market Research, Real Estate, Investments, Equity Research, Equity Valuation, Investment Banking, Financial Modeling, Financial Analysis, Restructuring, Debt Restructuring, Corporate Finance, Due Diligence, Valuation, LBO

Education
University of North Carolina at Chapel Hill   2008 — 2012
Bachelor of Science (B.S.), Business Administration

University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2008 — 2012
Bachelor of Science (B.S.), Business Administration

Dartmouth College   2006 — 2008
Non-Degree Program

Hanover High School   2005 — 2008

Brighton High School   2004 — 2005

Greg Lisman Greg Lisman New York, New York Details
Greg Lisman's Morgan Joseph TriArtisan LLC Experience June 2010 - June 2013
Job MBA Candidate at Columbia Business School
Industry Investment Management
Experience
3i Group plc  June 2015 - September 2015
Guggenheim Partners  June 2013 - August 2014
Morgan Joseph TriArtisan LLC   June 2010 - June 2013
CIT Group  July 2008 - May 2010
UBS  June 2007 - August 2007

Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions

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

Boston College   2004 — 2008
B.S., Carroll E. Wallace School of Management

Chu-Yi Chen Chu-Yi Chen Greater Philadelphia Area Details
Chu-Yi Chen's Morgan Joseph TriArtisan LLC Experience 2003 - 2007
Job Director of Finance & Strategy
Industry Insurance
Experience
Tiffany & Co.   2008 - 2014
Deutsche Bank  2007 - 2008
Morgan Joseph TriArtisan LLC   2003 - 2007

Skills
Business Strategy, Strategy, Finance, Financial Analysis, Mergers & Acquisitions, Management Consulting, Corporate Development, Analysis, Business Planning, Corporate Finance, Capital Markets, Financial Modeling, Investment Banking, M&A experience, Strategic Financial..., Luxury Goods, Business Development, Valuation, Cross-functional Team..., Business Analysis, Strategic Partnerships, Brand Licensing

Education
Harvard College
Bachelor of Arts (B.A.), Economics

Julian Berger Julian Berger Greater New York City Area Details
Julian Berger's Morgan Joseph TriArtisan LLC Experience June 2011 - September 2011
Job PhD Student at Columbia University Medical Center
Industry Higher Education
Experience
Columbia University Medical Center  September 2014 - Present
University of Chicago  September 2010 - Present
University of Chicago  October 2011 - July 2014
Aegis Capital  June 2012 - September 2012
Morgan Joseph TriArtisan LLC   June 2011 - September 2011
North Shore LIJ  July 2009 - August 2009
Allison Lab Memorial Sloan Kettering Cancer Center   June 2008 - September 2008
Polytechnic Institute of NYU, Richard Gross Laboratory   June 2007 - September 2007

Education
University of Chicago   2010 — 2014
Bachelor of Arts, Biology

Ramaz Upper School   2006 — 2010

Columbia University in the City of New York
Doctor of Philosophy (PhD), Biology (Immunology)

Jonathan Lowenberg Jonathan Lowenberg New York, New York Details
Jonathan Lowenberg's Morgan Joseph TriArtisan LLC Experience 2010 - 2012
Job Senior Account Executive at Relationship Science
Industry Information Technology and Services
Experience
Relationship Science  July 2013 - Present
ACE Portal   February 2014 - Present
Morgan Joseph TriArtisan LLC   2010 - 2012
Merriman Capital, Inc.   2009 - 2010
Natixis  2006 - 2008
Think Equity Partners   2005 - 2006
UBS Investment Bank  2001 - 2005

Skills
Investment Banking, Equities, Capital Markets, Valuation, Private Equity, Hedge Funds, Equity Research, Venture Capital, Financial Modeling, Private Placements, Corporate Finance, Corporate Development, Fixed Income, Series 7, Investments

Education
NYU Stern School of Business   1999 — 2000
MBA, Finance

Emory University - Goizueta Business School   1985 — 1989
BBA, Finance

Steven Marder Steven Marder San Francisco Bay Area Details
Steven Marder's Morgan Joseph TriArtisan LLC Experience May 2014 - December 2014
Job TMT Investment Banker & Private Equity Operating Partner & Serial Entrepreneur/ Director/ CEO
Industry Venture Capital & Private Equity
Experience
BTIG, LLC  February 2015 - Present
SLI Systems, Inc.   August 2001 - Present
Eurekster   May 2008 - Present
AdMedia  June 2012 - June 2015
Platform Purple, Inc.   November 2013 - January 2015
Morgan Joseph TriArtisan LLC   May 2014 - December 2014
Aeria Games & Entertainment  April 2013 - April 2014
InvestorPlace Media  July 2009 - January 2013
WideOpenWest  July 2009 - January 2013
Avista Capital Partners  October 2008 - January 2013

Skills
Mergers, Start-ups, Venture Capital, Business Strategy, Digital Media, Corporate Development, Entrepreneurship, Strategic Partnerships, Social Media Marketing, Mobile Devices, Online Advertising, Strategy, Mobile Marketing, SaaS, Business Development, E-commerce, Enterprise Software, Mergers & Acquisitions, Private Equity, Marketing, SEO, Angel Investing, User Experience, Digital Marketing, Social Networking, Management, Cloud Computing, Digital Strategy, B2B, Social Media

Education
St. Johns School of Law   1986 — 1989
Juris Doctor (J.D.)

Columbia University in the City of New York   1982 — 1986
Bachelor's Degree, Political Science, History

Horace Mann School   1978 — 1982

Alice Zheng Alice Zheng San Francisco Bay Area Details
Alice Zheng's Morgan Joseph TriArtisan LLC Experience September 2014 - November 2014
Job Student at UC Berkeley
Industry Financial Services
Experience
Raymond James Financial, Inc.   May 2015 - July 2015
Morgan Joseph TriArtisan LLC   September 2014 - November 2014
The Coca-Cola Company  June 2014 - August 2014
Amazon  August 2013 - May 2014
University of California, Berkeley, Haas School of Business   August 2013 - May 2014
NAI Northern California  June 2013 - July 2013

Education
University of California, Berkeley   2012 — 2016
Bachelor's Degree, Political Economy, Senior

Goldman School of Public Policy
Minor, Public Policy Analysis and Management

Michael B. Rosen Michael B. Rosen Greater New York City Area Details
Michael B. Rosen's Morgan Joseph TriArtisan LLC Experience October 2009 - April 2011
Job Corporate Access
Industry Financial Services
Experience
UBS Investment Bank  August 2015 - Present
J.P. Morgan Asset Management   April 2011 - August 2015
Morgan Joseph TriArtisan LLC   October 2009 - April 2011
Fox School of Business at Temple University  January 2009 - June 2009
Citigroup  May 2004 - January 2009

Education
University of Michigan   2000 — 2004
Bachelor’s Degree, Political Science, Spanish

Temple University - Fox School of Business and Management   2006 — 2009
Master of Business Administration (M.B.A.), Finance

Spanish-American Institute - Seville, Spain   2003 — 2003
Credits toward B.A., Spanish

Sofia Putri Sofia Putri Greater New York City Area Details
Sofia Putri's Morgan Joseph TriArtisan LLC Experience September 2014 - November 2014
Job Corporate and Investment Banking Analyst Healthcare at Citi
Industry Banking
Experience
Citi  June 2015 - Present
Morgan Joseph TriArtisan LLC   September 2014 - November 2014
Bank of Tokyo-Mitsubishi UFJ  June 2014 - August 2014
Patpatia & Associates  November 2013 - December 2013
Pleasant Hill Chamber of Commerce  June 2012 - December 2012

Skills
PowerPoint, Microsoft Excel, Marketing Strategy, Financial Analysis, Finance, Leadership, Economics, Corporate Finance, Business Communications, Investments, Bloomberg, Capital IQ, English Literature, Indonesian, Chinese, Public Speaking, Customer Service

Education
University of California, Berkeley, Haas School of Business   2013 — 2015
Bachelor of Science (BSc.), Business Administration

Diablo Valley College   2011 — 2013
Business Administration and Management, General

Catholic Junior College   2009 — 2010
Singapore-Cambridge GCE Advanced Level

Timothy Bonham Timothy Bonham New York, New York Details
Timothy Bonham's Morgan Joseph TriArtisan LLC Experience 2005 - 2008
Job Managing Director, Business Developement
Industry Financial Services
Experience
Oberon Securities, LLC  September 2015 - Present
Guggenheim Partners  April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.)   August 2008 - March 2012
Morgan Joseph TriArtisan LLC   2005 - 2008

Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling

Education
John Carroll University

Darren Mekkawy Darren Mekkawy New York, New York Details
Darren Mekkawy's Morgan Joseph TriArtisan LLC Experience June 2011 - August 2011
Job Audit Associate
Industry Accounting
Experience
KPMG US  October 2014 - Present
Rothstein Kass KPMG LLP  June 2013 - August 2013
Hungrybuffs.com   August 2011 - November 2012
Morgan Joseph TriArtisan LLC   June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Research, Accounting, Finance, Financial Analysis, Marketing, Microsoft Word, PowerPoint, Social Networking

Education
Florida Atlantic University   2013 — 2014
Master of Accounting, Accounting

University of Colorado at Boulder   2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Keita Iwabuchi Keita Iwabuchi Miami/Fort Lauderdale Area Details
Keita Iwabuchi's Morgan Joseph TriArtisan LLC Experience January 2013 - June 2013
Job Analyst at Farlie Turner & Co
Industry Investment Banking
Experience
Farlie Turner & Co   November 2014 - Present
Lincoln International  July 2013 - August 2013
Morgan Joseph TriArtisan LLC   January 2013 - June 2013
White & Case  May 2012 - August 2012
University of Miami Football Office   August 2011 - May 2012

Education
University of Miami   2011 — 2014
Bachelor of Science (BS), Finance, General

Andrew Yen Andrew Yen San Francisco Bay Area Details
Andrew Yen's Morgan Joseph TriArtisan LLC Experience June 2014 - August 2014
Job Investment Banking Summer Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Berkeley Investment Group  June 2013 - Present
Pacific Crest Securities  May 2015 - August 2015
Morgan Joseph TriArtisan LLC   June 2014 - August 2014
Crimson Investment  January 2014 - April 2014
B. Riley & Co.   May 2013 - August 2013

Skills
Microsoft Office, Investments, Stata, Microsoft Excel, Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Microsoft Word, Equity Research, Data Analysis, Public Speaking, PowerPoint

Education
University of California, Berkeley   2012 — 2016
Bachelor of Arts (BA), Economics

Archbishop Mitty High School   2008 — 2012

Zoila Lisette Iturralde Zoila Lisette Iturralde New York, New York Details
Zoila Lisette Iturralde's Morgan Joseph TriArtisan LLC Experience June 2006 - April 2009
Job Tishman Speyer
Industry Facilities Services
Experience
Cushman & Wakefield, Inc. Co.   October 2011 - June 2014
Morgan Joseph TriArtisan LLC   June 2006 - April 2009
JPMorgan Chase  October 2003 - June 2006
Mexicana Airlines  1999 - 2001

Skills
Lease Administration, Property Management, Real Estate, Leases, Administrative..., Tenant, Travel Arrangements, Office Management, Corporate Real Estate, Outlook, Calendaring, Landlord, Facilities Management, Commercial Real Estate, Contract Management, Budgets, Landlords, Construction, Negotiation, Invoicing, Management, Accounts Payable, Construction Management, Spreadsheets, Customer Service, Microsoft Excel, Finance, Due Diligence, Time Management, Asset Management, Payroll, Administrative...

Education
Borough of Manhattan Community College

Alice Wang Alice Wang San Francisco Bay Area Details
Alice Wang's Morgan Joseph TriArtisan LLC Experience June 2014 - August 2014
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

Edward Robson Edward Robson New York, New York Details
Edward Robson's Morgan Joseph TriArtisan LLC Experience September 2012 - June 2013
Job Associate at Castle Harlan
Industry Venture Capital & Private Equity
Experience
Castle Harlan  July 2014 - Present
Guggenheim Securities  July 2013 - July 2014
Morgan Joseph TriArtisan LLC   September 2012 - June 2013
Fulcrum Equity Partners   June 2011 - September 2012
Lazard  May 2010 - August 2010

Skills
Financial Analysis, Financial Modeling, Business Acquisition, Valuation, Mergers, Finance, Research, Private Equity, Venture Capital, Due Diligence, Alternative Investments, Investments, Leveraged Finance, Fixed Income, Asset Management, Restructuring

Education
Emory University - Goizueta Business School   2007 — 2011
Bachelors in Business Administration

Berkeley Preparatory School

Daniel Silverman Daniel Silverman Greater Atlanta Area Details
Daniel Silverman's Morgan Joseph TriArtisan LLC Experience September 2008 - July 2012
Job Manager Corporate Development M&A, Partnerships and Partnership Finance
Industry Information Technology and Services
Experience
MedAssets  May 2014 - Present
MedAssets  July 2012 - May 2014
Morgan Joseph TriArtisan LLC   September 2008 - July 2012
Alvarez & Marsal  August 2007 - August 2008

Skills
•General Securities..., Valuation, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Investment Banking, Venture Capital, Due Diligence, Private Equity, Corporate Development, Leveraged Finance, Restructuring, LBO, Capital Markets, Business Valuation, M&A experience, Financial Analysis, Finance, Management, Equities, Strategy, Strategic Planning

Education
University of North Carolina at Chapel Hill   2003 — 2007
Bachelor of Science in Business Administration (BSBA), with distinction, Dean's List - 7 Semesters

David Fine David Fine New York, New York Details
David Fine's Morgan Joseph TriArtisan LLC Experience February 2012 - June 2013
Job Investment Analyst at Maplelane Capital
Industry Investment Management
Experience
BlueCrest Capital Management, LLP  June 2014 - August 2014
Morgan Joseph TriArtisan LLC   February 2012 - June 2013
Madison Williams and Company  August 2010 - December 2011
UBS  September 2008 - March 2010
Lazard Freres & Co.   July 2007 - June 2008

Education
Yale University - Yale School of Management   2013 — 2015
Master of Business Administration (MBA)

Cornell University
Bachelor of Science (BS)

Trevor Slaven Trevor Slaven New York, New York Details
Trevor Slaven's Morgan Joseph TriArtisan LLC Experience 2008 - 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock  January 2015 - Present
BlackRock  August 2010 - December 2014
Morgan Joseph TriArtisan LLC   2008 - 2010

Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Equities, Private Equity, Bloomberg, Hedge Funds, Investments, Due Diligence, Fixed Income, Financial Analysis, LBO, Alternative Investments, Project Management, Equity Research, Microsoft Office, PowerPoint, Data Analysis

Education
University of North Carolina at Chapel Hill   2004 — 2008
BS, Business Administration

Woodberry Forest School

Devon McLachlan Devon McLachlan Berkeley, California Details
Devon McLachlan's Morgan Joseph TriArtisan LLC Experience January 2013 - May 2013
Job Investment Banking Analyst, TMT at Credit Suisse
Industry
Experience
Credit Suisse  July 2015 - Present
Credit Suisse  June 2014 - Present
Agawi  June 2013 - August 2013
Morgan Joseph TriArtisan LLC   January 2013 - May 2013

Skills
Bloomberg, LBO, Capital IQ, Financial Analysis, Valuation, Investment Banking, Financial Modeling, Equity Research, Public Speaking, Data Analysis, Capital Markets

Education
UC Berkeley Haas School of Business   2013 — 2015

UC Berkeley   2011 — 2015

Connell Byrne Connell Byrne Greater New York City Area Details
Connell Byrne's Morgan Joseph TriArtisan LLC Experience 2003 - 2010
Job Managing Director at Xurge Capital Partners, LLC
Industry Financial Services
Experience
Xurge Capital Partners, LLC   April 2015 - Present
Britton Hill Capital   July 2011 - September 2014
Morgan Joseph TriArtisan LLC   2003 - 2010
Kemper / Everen Securities   1990 - 2000
Drexel Burnham Lambert  1983 - 1990

Skills
CPA, Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Tax, Financial Modeling, Internal Controls, Financial Accounting, Financial Planners, QuickBooks, Banking, Risk Management, Budgets, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Financial Planning, Fixed Income, Valuation, Asset Management, Bonds, Equities, Financial Risk, Hedge Funds, Mergers & Acquisitions

Education
Long Island University, C.W. Post Campus
BS, Accounting and Finance

Sho Arora Sho Arora New York, New York Details
Sho Arora's Morgan Joseph TriArtisan LLC Experience February 2011 - May 2011
Job Entrepreneur
Industry Information Technology and Services
Experience
Entrepreneur  January 2015 - Present
AS Inc.   July 2013 - Present
GCF  September 2011 - July 2013
Morgan Joseph TriArtisan LLC   February 2011 - May 2011
Nomura (Ex-Lehman Brothers)   June 2010 - August 2010

Education
Indiana University Bloomington   2007 — 2011

James Tumulty James Tumulty Matawan, New Jersey Details
James Tumulty's Morgan Joseph TriArtisan LLC Experience January 2002 - August 2004
Job Principal & CEO at Calibre Group LLC
Industry Banking
Experience
Calibre Group LLC   January 2014 - Present
The Seaport Group  October 2011 - December 2013
Raymond James Financial, Inc.   August 2004 - November 2011
Morgan Joseph TriArtisan LLC   January 2002 - August 2004

Education
New York Law School
J.D

Temple University
B.A., Communications, English, History

Edmond Lee Edmond Lee San Francisco Bay Area Details
Edmond Lee's Morgan Joseph TriArtisan LLC Experience February 2014 - April 2014
Job Investment Banking Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc.  June 2015 - Present
Dimensional Fund Advisors  May 2014 - August 2014
Morgan Joseph TriArtisan LLC   February 2014 - April 2014
Aphelion Capital   October 2013 - February 2014
Scouler & Company  June 2013 - August 2013

Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Market Research, Corporate Finance, Investment Banking, Financial Accounting, Finance, Bloomberg, Valuation, Restructuring, Venture Capital, Mergers & Acquisitions, Portfolio Management, Love Of Learning, Microsoft Office

Education
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science, Business Administration

Kedar Gangopadhyay Kedar Gangopadhyay Washington D.C. Metro Area Details
Kedar Gangopadhyay's Morgan Joseph TriArtisan LLC Experience April 2007 - September 2012
Job Principal at TSG Spectrum Capital Advisors, LLC
Industry Defense & Space
Experience
THE SPECTRUM GROUP  October 2012 - Present
Morgan Joseph TriArtisan LLC   April 2007 - September 2012
Yahoo! Inc.   August 2005 - December 2006
UBS Investment Bank  June 2004 - August 2004
ING Baring Furman Selz (ABN AMRO Incorporated)   October 1999 - April 2003
First Union Capital Markets (Wells Fargo Securities)   June 1998 - October 1999

Skills
Business Strategy, Corporate Finance, Valuation, Financial Analysis, Leveraged Finance, Senior Debt, Strategic Planning, Analysis, Business Analysis, Business Valuation, Competitive Analysis, Start-ups, Equities

Education
University of Virginia - Darden Graduate School of Business Administration   2003 — 2005
MBA

The George Washington University   1994 — 1998
Bachelor of Science

JP Stevens High School   1990 — 1994

Timothy Bowman, CPA Timothy Bowman, CPA New York, New York Details
Timothy Bowman, CPA's Morgan Joseph TriArtisan LLC Experience January 2009 - February 2012
Job
Industry Financial Services
Experience
MLV  February 2013 - Present
Virtu Financial  February 2012 - February 2013
Morgan Joseph TriArtisan LLC   January 2009 - February 2012
McMahan Securities / Argent Financial Group   2004 - 2009
BNY (Bank of New York) Securities Group   2002 - 2004
THE ISLAND ECN Inc   1999 - 2002
New York (Investment Bank)   1997 - 1999
SMITH BARNEY INC  1996 - 1997
Price Waterhouse  1995 - 1996
Firley, Morgan, Freer & Essa CPA Firm   1993 - 1995

Education
Seton Hall University   1987 — 1991
Bachelor of Science, Accounting

John H. Peyton John H. Peyton New York, New York Details
John H. Peyton's Morgan Joseph TriArtisan LLC Experience November 2010 - November 2011
Job Senior Account Executive at MNI | Deutsche Börse Group
Industry Financial Services
Experience
MNI Deutsche Börse Group   November 2013 - Present
Athec Capital Advisors LLC   November 2011 - November 2013
Morgan Joseph TriArtisan LLC   November 2010 - November 2011
Soleil Securities LLC   November 2008 - November 2010
Broadpoint Securities Group   September 2007 - September 2008
Rodman and Renshaw LLC   February 2006 - September 2007

Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Equities, Equity Research, Capital Markets, Investments, Asset Managment, Investment Banking, Portfolio Management, Fixed Income, Financial Modeling, Valuation, Private Equity, Series 24, FINRA, Securities, Mutual Funds, Due Diligence, Investment Strategies, Trading, Options, Financial Markets, Corporate Development, Investor Relations, Bloomberg, Equity Trading, Equity Valuation

Education
Syracuse University   1985 — 1989
Bachelor of Arts, Maxwell School, International Relations, Political Science

Syracuse University - Maxwell School
Bachelor of Arts (BA), Political Science, International Relations

Mark Fein Mark Fein Dallas, Texas Details
Mark Fein's Morgan Joseph TriArtisan LLC Experience 2002 - 2003
Job Senior Managing Director at Fieldstone Capital
Industry Financial Services
Experience
Fieldstone Capital   Senior managing directorFieldstone Private Capital Group Ltd2005 - Present
Morgan Joseph TriArtisan LLC   2002 - 2003

Skills
Due Diligence, Investments, Mergers & Acquisitions, Asset Management, Strategic Planning, Start-ups, Financial Modeling, Private Equity, Valuation, Strategy

Education
Cornell University   1991 — 1995

Frank Gauvain Frank Gauvain Greater Boston Area Details
Frank Gauvain's Morgan Joseph TriArtisan LLC Experience 2005 - 2007
Job DirectorInstitutional Equity Sales KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets  January 2008 - Present
Morgan Joseph TriArtisan LLC   2005 - 2007
Advest, Inc.   2001 - 2003

Education
Bryant University   1993 — 1995
Finance, General

Merrimack College   1991 — 1993

East Catholic High School

Lisa Flavin Nieliwocki Lisa Flavin Nieliwocki Greater New York City Area Details
Lisa Flavin Nieliwocki's Morgan Joseph TriArtisan LLC Experience May 2009 - November 2011
Job Compliance Information Controls Group at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley  April 2012 - Present
Morgan Joseph TriArtisan LLC   May 2009 - November 2011
Morgan Joseph  September 2007 - November 2008
Office of the New York State Attorney General  2003 - 2007
Ladas & Parry LLP  2000 - 2002
Holland & Knight LLP  1996 - 2000

Education
Georgetown University

Georgetown University Law Center

Walt Whitman High School

Daniel D. Dutcher Daniel D. Dutcher Albany, New York Area Details
Daniel D. Dutcher's Morgan Joseph TriArtisan LLC Experience 2006 - Present
Job Supervisory Analyst & Editor SVP at Morgan Joseph TriArtisan LLC
Industry Financial Services
Experience
Morgan Joseph TriArtisan LLC   2006 - Present
Advest, Inc.   1996 - 2005
C.L. King & Associates   1987 - 1994

Skills
BlueMatrix Savvy

Education
Clarkson University   1982 — 1986
Bachelor of Science, Finance: Economics & Investments Concentrations

Garrett Geiger Garrett Geiger New York, New York Details
Garrett Geiger's Morgan Joseph TriArtisan LLC Experience March 2010 - August 2012
Job Investment Professional
Industry Investment Management
Experience
Morgan Joseph TriArtisan LLC   March 2010 - August 2012
J.P. Morgan   June 2008 - August 2008

Education
Southern Methodist University   2005 — 2009
BBA & BS, Finance & Economics

Denise Nelley Denise Nelley Greater New York City Area Details
Denise Nelley's Morgan Joseph TriArtisan LLC Experience February 2012 - Present
Job Administrative Assistant at Morgan Joseph TriArtisan LLC
Industry Banking
Experience
Morgan Joseph TriArtisan LLC   February 2012 - Present
UBS Investment Bank  October 2009 - January 2012
Bear Stearns  1997 - 2008

Education
College of Mount Saint Vincent   1992 — 1996
Associate, Psychology/Liberal Arts

Stephen Robb Stephen Robb Providence, Rhode Island Area Details
Stephen Robb's Morgan Joseph TriArtisan LLC Experience 2012 - 2013
Job Managing Director, Corporate Finance at Citizens Financial Group, Inc.
Industry Financial Services
Experience
Citizens Financial Group, Inc.   February 2015 - Present
Leap Advisors, LLC   2012 - Present
Morgan Joseph TriArtisan LLC   2012 - 2013
Cantor Fitzgerald  2011 - 2012
Urban Cottage Design   2010 - 2012
Sonenshine Partners  2009 - 2010
Credit Suisse  2005 - 2008
Credit Suisse First Boston  2000 - 2005
Credit Suisse First Boston  1994 - 2000

Skills
Start-ups, Mergers, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Equities, Finance, Private Equity, Venture Capital, Leveraged Finance, Valuation, Managerial Finance

Education
University of Pennsylvania   1992 — 1994
MA, International Studies

University of Pennsylvania - The Wharton School   1992 — 1994
MBA, Finance

Princeton University   1986 — 1990
AB, International Relations (Woodrow Wilson School)

Pavel Kaganas Pavel Kaganas Greater New York City Area Details
Pavel Kaganas's Morgan Joseph TriArtisan LLC Experience April 2006 - June 2013
Job Analyst at Newtyn Management
Industry Investment Management
Experience
Newtyn Management   September 2015 - Present
Tyrian Investments, LP  October 2014 - June 2015
Arch Capital LP   May 2014 - August 2014
Morgan Joseph TriArtisan LLC   April 2006 - June 2013
Equilibrium Capital  September 2004 - December 2005

Skills
Private Equity, Investment Banking, Investments, LBO, Valuation, Capital Markets, Corporate Finance, Financial Modeling, Private Placements, DCF, Equities, Due Diligence, Bloomberg, Business Valuation, M&A experience, Hedge Funds, Venture Capital, Leveraged Finance, Mergers, Corporate Development, Equity Valuation, Capital IQ

Education
Columbia University - Columbia Business School   2013 — 2015
MBA, Investment Management, Value Investing

New York University - Leonard N. Stern School of Business   2002 — 2006
BS, Finance & Accounting

Alex Sin Alex Sin Greater Detroit Area Details
Alex Sin's Morgan Joseph TriArtisan LLC Experience June 2006 - April 2012
Job Associate at Comerica Securities, Inc.
Industry Investment Banking
Experience
Comerica Securities, Inc.   March 2012 - Present
Morgan Joseph TriArtisan LLC   June 2006 - April 2012

Skills
Investment Banking, Valuation, Financial Modeling, LBO, Private Equity, Mergers & Acquisitions

Education
University of Michigan - Stephen M. Ross School of Business   2002 — 2006

Meixue (Michelle) Xu Meixue (Michelle) Xu Greater New York City Area Details
Meixue (Michelle) Xu's Morgan Joseph TriArtisan LLC Experience December 2013 - January 2014
Job Seeking Opportunities in Financial Services
Industry Financial Services
Experience
RBC Wealth Management  August 2014 - November 2014
Morgan Joseph TriArtisan LLC   December 2013 - January 2014
MD Global Partners, LLC  May 2013 - July 2013
Chambers Fine Art  August 2012 - April 2013
The Museum of Modern Art  June 2012 - August 2012
DePauw University ITAP   August 2011 - May 2012
Environmental Leadership Program  March 2010 - August 2011
DePauw University  May 2010 - August 2010

Skills
Financial Modeling, Chinese, Valuation, Finance, Mandarin, Due Diligence, Korean, Art History, Investment Banking, Microsoft Office, Press Releases, Financial Analysis, Management, Capital IQ, Bloomberg Terminal, Capital Markets, M&A experience, Strategy, Economics, Corporate Finance, Nonprofits, Mergers & Acquisitions

Education
Duke Fuqua School of Business   2013 — 2014
Master of Management Studies, Finance, General

DePauw University   2009 — 2012
Bachelor of Arts, Art History, Criticism and Conservation, GPA: 3.50/4.00.

Ewha Womans University   2010 — 2010
Summer Exchange Studies, Korean Language and History, Satisfactory

Zhejiang University   2008 — 2009
Bachelor of Arts, English Language and Literature

Kevin Chen Kevin Chen Greater Boston Area Details
Kevin Chen's Morgan Joseph TriArtisan LLC Experience July 2011 - July 2012
Job Analyst, Strategy & Corporate Development at Thermo Fisher Scientific
Industry Investment Banking
Experience
Thermo Fisher Scientific  February 2014 - Present
C.W. Downer & Co.   October 2012 - February 2014
Morgan Joseph TriArtisan LLC   July 2011 - July 2012

Skills
Investment Banking, Merchant Banking, M&A, Private Placements, Public Offerings, Valuation, Financial Modeling, LBO, DCF, Comps, Capital IQ, Bloomberg Terminal, Due Diligence, Corporate Development, Mergers & Acquisitions

Education
Boston College - Carroll School of Management   2007 — 2011
B.S. in Management, Concentration in Finance and Information Systems, magna cum laude

Brian Locklear Brian Locklear Hershey, Pennsylvania Details
Brian Locklear's Morgan Joseph TriArtisan LLC Experience January 2014 - June 2014
Job Senior Strategy Analyst at The Hershey Company
Industry Consumer Goods
Experience
The Hershey Company  July 2014 - Present
Morgan Joseph TriArtisan LLC   January 2014 - June 2014
Morgan Joseph TriArtisan LLC   July 2011 - December 2013
Hermes Fund Managers  September 2010 - December 2010
Infinata  June 2010 - August 2010

Skills
Valuation, Financial Analysis

Education
Boston College   2007 — 2011
B.S. Management, Finance, Economics

Julie Heckman Julie Heckman Orange County, California Area Details
Julie Heckman's Morgan Joseph TriArtisan LLC Experience June 2005 - July 2008
Job Senior Director Research, Strategic Planning & Analysis at Irvine Company
Industry Real Estate
Experience
Irvine Company  July 2015 - Present
Irvine Company  December 2013 - June 2015
Irvine Company  December 2012 - December 2013
Green Street Advisors  September 2011 - December 2012
UBS Investment Bank  August 2010 - August 2011
Morgan Joseph TriArtisan LLC   June 2005 - July 2008

Skills
Equities, Financial Modeling, Bloomberg, Corporate Finance, Private Equity, Due Diligence, Commercial Real Estate, Real Estate Economics, Research, Asset Management, Analysis, Investment Banking, Investments, Finance, Fixed Income

Education
New York University - Leonard N. Stern School of Business   2008 — 2010
MBA, Finance

Cornell University   2001 — 2005
Bachelor of Arts (B.A.), English, History

Jo-Ku Tang, CPA/PFS, CGMA Jo-Ku Tang, CPA/PFS, CGMA Greater New York City Area Details
Jo-Ku Tang, CPA/PFS, CGMA's Morgan Joseph TriArtisan LLC Experience September 2001 - September 2014
Job Managing Member at Sapient CPA, specializing in Client Accounting Services, Back Office Solutions & Financial Planning
Industry Financial Services
Experience
Sapient CPA LLC   October 2014 - Present
Morgan Joseph TriArtisan LLC   September 2001 - September 2014
HCFP Brenner Securities LLC   September 1992 - August 2001

Skills
Financial Modeling, Finance, Managerial Finance, Corporate Finance, Valuation, Investment Banking, Analysis, Accounting, Equity Research, Mergers & Acquisitions, Capital Markets, Due Diligence, Trading, Equities, Private Equity, Budgets, Loans

Education
Baruch College - Zicklin School of Business
MBA, Finance

Pace University   1989 — 1992
BBA, Accounting

Jill S. Steier Jill S. Steier Greater New York City Area Details
Jill S. Steier's Morgan Joseph TriArtisan LLC Experience January 2010 - December 2011
Job Managing Director at IMS Health Capital, Inc.
Industry Investment Banking
Experience
IMS Health Capital, Inc.   January 2015 - Present
LifeCycle Laboratories, LLC   January 2013 - January 2014
Momentum Consulting, LLC   January 2012 - December 2012
Morgan Joseph TriArtisan LLC   January 2010 - December 2011
Emerging Growth Equities  1999 - 2009

Skills
Healthcare, Cancer, Strategy, Business Planning, Capital Markets, Business Development, Strategic Planning, Investment Banking, Management, Venture Capital, Start-ups, Strategic Partnerships, Mergers & Acquisitions

Education
Emory University   1984 — 1987
BA, Economics

London School of Economics and Political Science   1986 — 1986

Amir Shenaq, Esq. Amir Shenaq, Esq. Houston, Texas Details
Amir Shenaq, Esq.'s Morgan Joseph TriArtisan LLC Experience 2011 - 2013
Job Chief Business Development Officer at AkinMears, G.P.
Industry Legal Services
Experience
AkinMears, G.P.   2015 - 2015
Wells Fargo Securities  2013 - 2015
Morgan Joseph TriArtisan LLC   2011 - 2013

Skills
Bankruptcy, Chapter 11, Due Diligence, Corporate Finance, Distressed M&A, Investment Banking, Special Situations, Restructuring, Recapitalizations, Mergers, Valuation, LBO, Legal Research, Entrepreneurship, Business Valuation, Debt Restructuring, Financial Law, Legal Writing, Mergers & Acquisitions, Leveraged Finance, M&A experience, Bloomberg, Acquisitions, Financial Modeling, High Yield, Fixed Income

Education
Emory University School of Law
JD, Law

University of Houston, C.T. Bauer College of Business
Bachelor of Business Administration (BBA)

Rob Rosenhaus Rob Rosenhaus New York, New York Details
Rob Rosenhaus's Morgan Joseph TriArtisan LLC Experience March 2010 - November 2011
Job Research Associate at Telsey Advisory Group
Industry Investment Banking
Experience
Telsey Advisory Group  November 2014 - Present
Imperial Capital, LLC  January 2012 - July 2014
Collins Stewart  November 2011 - January 2012
Morgan Joseph TriArtisan LLC   March 2010 - November 2011

Skills
Capital Structure, Financial Modeling, Equity Research, Research, Competitive Analysis

Education
Lehigh University - College of Business and Economics   2005 — 2009
Finance, Finance, Accounting

Avon Old Farms School   2003 — 2005

Christine Hobayan Christine Hobayan San Francisco, California Details
Christine Hobayan's Morgan Joseph TriArtisan LLC Experience June 2006 - July 2008
Job Senior Compliance Auditor at First Republic Bank
Industry Banking
Experience
First Republic Bank  April 2014 - Present
CLS Bank International  April 2012 - April 2014
Credit Suisse  May 2011 - February 2012
Apple Retail  April 2010 - May 2011
Astor Group   June 2010 - January 2011
Morgan Joseph TriArtisan LLC   June 2006 - July 2008

Skills
Due Diligence, Corporate Finance, Equities, Financial Modeling, Mergers & Acquisitions, Anti Money Laundering, Training, Compliance, Project Management, AML, OFAC, Investment Banking, Valuation, Microsoft Excel

Education
New York University   2002 — 2006
BA, Economics

Bharath Lakshminarayanan Bharath Lakshminarayanan Greater New York City Area Details
Bharath Lakshminarayanan's Morgan Joseph TriArtisan LLC Experience June 2010 - August 2010
Job Analyst, Barclays
Industry Financial Services
Experience
Morgan Joseph TriArtisan LLC   June 2010 - August 2010

Skills
Derivatives, Investment Banking, Equities, Capital IQ, Financial Modeling, Bloomberg, Valuation

Education
Rutgers, The State University of New Jersey - Rutgers Business School   2007 — 2011
Bachelor of Science (B.S.), Finance/Economics

SIES College of Arts, Science and Commerce   2005 — 2007
High School Certificate

Timothy Lufkin Timothy Lufkin New York, New York Details
Timothy Lufkin's Morgan Joseph TriArtisan LLC Experience April 2012 - October 2013
Job Managing DIrector at American Capital
Industry Financial Services
Experience
American Capital  November 2013 - Present
Morgan Joseph TriArtisan LLC   April 2012 - October 2013
Cowen and Company  May 2011 - February 2012
FBR CAPITAL MARKETS  January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets)   March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC   January 2001 - March 2003
Donaldson, Lufkin & Jenrette   June 1991 - March 2001

Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market

Education
THE HOTCHKISS SCHOOL

University of Alabama
Bachelor of Science, Corporate Finance

Rick Kneiser Rick Kneiser Greater Milwaukee Area Details
Rick Kneiser's Morgan Joseph TriArtisan LLC Experience July 2008 - July 2010
Job Vice President at Avondale Partners
Industry Capital Markets
Experience
Avondale Partners  October 2013 - Present
Rick Kneiser   January 2013 - October 2013
BGB Securities Inc.   March 2011 - January 2013
Morgan Joseph TriArtisan LLC   July 2008 - July 2010
Ferris,Baker Watts, Inc.   September 2006 - June 2008
Stifel Nicolaus  2000 - 2006
B.C. Ziegler   1996 - 2000

Skills
Equities, Capital Markets, Valuation, Investment Banking, Securities, Series 7, Investments, Financial Modeling, Trading, Corporate Finance, Due Diligence, Series 63, Equity Valuation, Institutional..., Equity Research, Financial Services

Education
Marquette University   1980 — 1983
Bachelor's degree, Philosophy

Xavier University   1978 — 1980

Margaret M. Guzman Margaret M. Guzman Greater New York City Area Details
Margaret M. Guzman's Morgan Joseph TriArtisan LLC Experience October 2007 - April 2009
Job Global Business Manager, Director of Operations, Compliance/Operational/Regulatory Risk & Project Management Specialist
Industry Financial Services
Experience
Wells Fargo Advisors  January 2015 - Present
J.P. Morgan   August 2013 - August 2014
Credit Suisse  May 2012 - May 2013
Royal Bank of Canada Capital Markets, LLC   July 2009 - November 2011
Morgan Joseph TriArtisan LLC   October 2007 - April 2009
Barclays Capital  October 2006 - September 2007
Instinet Incorporated  February 2000 - April 2006

Skills
Risk Management, Compliance Management, Business Process..., Business Recovery..., Relationship Development, Budget Oversight, Project Delivery, Cost Reduction..., Influential, Cross-functional Team..., Inter-personal, Budgets, Software Documentation, Management, Change Management, Leadership, Project Management, Financial Services, Banking, Process Improvement, Social Influence

Education
Dowling College
MBA, Banking & Finance

Cary Stanford Cary Stanford Greater Los Angeles Area Details
Cary Stanford's Morgan Joseph TriArtisan LLC Experience March 2009 - Present
Job Managing Director at Morgan Joseph TriArtisan
Industry Investment Banking
Experience
Morgan Joseph TriArtisan LLC   March 2009 - Present
SHBA LLC   December 2006 - March 2009
Duff & Phelps  February 2005 - September 2006
SRA LLC   April 2002 - January 2005
Houlihan Lokey  November 1988 - September 1997

Education
Carmel High School

UCLA Anderson School of Management
MBA, Finance

University California, Santa Cruz
Bachelor of Arts, Economics & Pyschology

Yohei Shirai Yohei Shirai Greater New York City Area Details
Yohei Shirai's Morgan Joseph TriArtisan LLC Experience August 2012 - December 2013
Job Analyst at Morgan Joseph TriArtisan LLC
Industry Wholesale
Experience
Sumitomo Corporation  February 2013 - Present
Morgan Joseph TriArtisan LLC   August 2012 - December 2013
Sumitomo Corporation of America  August 2011 - July 2012
Sumitomo Corporation  April 2007 - July 2011

Skills
Financial Modeling, Due Diligence, Corporate Finance, Valuation, Mergers & Acquisitions, Private Equity, M&A experience, Financial Analysis, Investment Banking, Financial Reporting, IFRS, Investments, Forecasting, Business Strategy

Education
Keio University   2003 — 2006
Bachelor's degree, Economics

Keio high School   2000 — 2002

Yen Lau Yen Lau Greater New York City Area Details
Yen Lau's Morgan Joseph TriArtisan LLC Experience January 2009 - March 2014
Job AR Coordinator
Industry Accounting
Experience
Inspired Beauty Brands, Inc.   March 2014 - Present
Morgan Joseph TriArtisan LLC   January 2009 - March 2014

Education
Baruch College, City University of New York (CUNY)

Adam Shapiro Adam Shapiro New York, New York Details
Adam Shapiro's Morgan Joseph TriArtisan LLC Experience May 2014 - Present
Job Merchant Banking at Morgan Joseph TriArtisan LLC
Industry Investment Management
Experience
Morgan Joseph TriArtisan LLC   May 2014 - Present
KeyBanc Capital Markets  May 2012 - April 2014
Wells Fargo  July 2010 - April 2012
Tennenbaum Capital Partners, LLC  May 2009 - August 2009

Skills
Financial Modeling, Investments, Financial Analysis, Portfolio Management, Valuation, Corporate Finance, Bloomberg, Due Diligence, Investment Banking, Capital Markets, Equities, LBO, Fixed Income, Alternative Investments, Private Equity, Venture Capital, Capital IQ

Education
The University of Texas at Austin   2006 — 2010
BBA, Finance

Leo Kofman Leo Kofman New York, New York Details
Leo Kofman's Morgan Joseph TriArtisan LLC Experience June 2004 - May 2007
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse  June 2007 - Present
Morgan Joseph TriArtisan LLC   June 2004 - May 2007

Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Valuation, Venture Capital, Bloomberg, Financial Analysis, Hedge Funds, Investments, Mergers

Education
Wharton School, University of Pennsylvania   2001 — 2004
BSc, Finance, Accounting

Yuen Ming Chen Yuen Ming Chen Greater New York City Area Details
Yuen Ming Chen's Morgan Joseph TriArtisan LLC Experience 2009 - 2010
Job Experienced Executive Administrative Professional
Industry Financial Services
Experience
Morgan Joseph LLC   June 2009 - October 2010
Morgan Joseph TriArtisan LLC   2009 - 2010
Stellar Services  February 2006 - January 2009
Stellar Services  February 2006 - January 2009
Sterling Stamos Capital Management  August 2005 - January 2006
Adam Leitman Bailey Law Firm   May 2002 - January 2004

Skills
Microsoft Office, SharePoint

Education
Baruch College   2000 — 2003

Bernard Baruch College (CUNY)
Finance

kerry Stein kerry Stein Mamaroneck, New York Details
kerry Stein's Morgan Joseph TriArtisan LLC Experience 2003 - 2008
Job Managing Director:head of credit trading at Lloyds
Industry Banking
Experience
Lloyds  August 2011 - Present
Lloyds Banking Group - North America  2011 - Present
kerco wine exchange   2010 - 2013
Morgan Joseph TriArtisan LLC   2003 - 2008
PaineWebber  November 1995 - November 2000
Kidder Peabody  March 1992 - October 1995
Drexel Burnham Lambert  1985 - 1990
HAMMEL Financial   1983 - 1985

Skills
Trading, Banking, Capital Markets, Risk Management, Investments, Fixed Income, Financial Analysis, Credit Risk, Relationship Management, Investment Banking, Bonds, Bloomberg

Education
Franklin Pierce College   1976 — 1980
Finance, Economics

Michael Zhou Michael Zhou Berkeley, California Details
Michael Zhou's Morgan Joseph TriArtisan LLC Experience January 2013 - April 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
J.P. Morgan   June 2014 - August 2014
Hulu  June 2013 - August 2013
Morgan Joseph TriArtisan LLC   January 2013 - April 2013
FMV Opinions, Inc.   September 2012 - December 2012
Patpatia & Associates  May 2012 - August 2012

Skills
Business Valuation

Education
University of California, Berkeley

Gina Ferguson Gina Ferguson San Francisco Bay Area Details
Gina Ferguson's Morgan Joseph TriArtisan LLC Experience February 2013 - October 2014
Job Project Planner at Sunrun
Industry Renewables & Environment
Experience
Sunrun  October 2014 - Present
Morgan Joseph TriArtisan LLC   February 2013 - October 2014
Southwest YMCA  May 2012 - August 2012
Southwest YMCA  May 2008 - August 2012
UC Berkeley  September 2010 - May 2012

Skills
Political Science, Research, Comparative Politics, Policy Analysis, Public Speaking, Community Outreach, Qualitative Research, Statistics, PowerPoint, Public Policy, Higher Education, Microsoft Office, Teaching

Education
UC Berkeley   2010 — 2012
Bachelor of Arts (B.A.), Political Science

De Anza College   2008 — 2010
Associate's degree, Liberal Arts

PAUL M DURSO PAUL M DURSO Pearl River, New York Details
PAUL M DURSO's Morgan Joseph TriArtisan LLC Experience December 2004 - August 2009
Job Economist at Bureau of Labor Statistics
Industry Government Administration
Experience
Bureau of Labor Statistics  December 2013 - Present
Fashion Institute of Technology  August 2013 - December 2013
City College of New York  2013 - 2013
St. Thomas Aquinas College  September 2012 - December 2012
Federal Communications Commission  June 2011 - August 2011
Morgan Joseph TriArtisan LLC   December 2004 - August 2009
Rockland Economic Development Corp.   June 2003 - September 2004
PaineWebber/UBS  August 1998 - November 2000
US Navy  1994 - 1998

Education
The City College of New York   2010 — 2012
Master of Arts (MA), Economics

City University of New York   2001 — 2004
Economics

Harvard University   2001 — 2001
Economics

University of Pennsylvania   1994 — 1998
Bachelor of Arts (BA), Economics and History

john meeth john meeth Oradell, New Jersey Details
john meeth's Morgan Joseph TriArtisan LLC Experience September 2007 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley  2012 - 2013
Morgan Joseph TriArtisan LLC   September 2007 - October 2011
WR Hambrecht + Co  November 2005 - September 2007
Fulcrum Global Partners  April 2001 - October 2005
bear stearns  September 1986 - March 2001

Education
Lycoming College   1981 — 1985
Bachelor of Arts (BA), Economics

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