Morgen, Evan & Company
Description
Founded: 1992 Subsidiaries: Morgen, Evan International, Morgen, Evan & Company K.K., Morgen Evan Redrock, Inc.
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Morgen, Evan & Company Employees
Employee
Years
Job
Industry
Lu Li Lu Li's Morgen, Evan & Company Experience June 2008 - August 2008
Job Consultant at Parthenon EY
Industry Management Consulting
Experience
Parthenon-EY September 2015 - Present
The Parthenon Group June 2014 - August 2014
Nielsen 2013 - 2013
Nielsen January 2012 - 2013
New Pacific Consulting June 2011 - December 2011
The Nielsen Company 2010 - 2011
Franklin & Marshall College June 2009 - August 2009
Morgen, Evan & Company June 2008 - August 2008
Avid Technology June 2007 - August 2007
Skills
Analysis, FMCG, Accounting, Quantitative Research, Segmentation, Business Strategy, Marketing, Strategy, Management Consulting, Microsoft Excel, Consumer Behaviour, Marketing Strategy, Market Research, Market Analysis, Analytics, Customer Insight, Marketing Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2006 — 2010
BA, Business and Economics
Oxford University 2009 — 2009
Ifsa-Butler Program, Economics
Parthenon-EY September 2015 - Present
The Parthenon Group June 2014 - August 2014
Nielsen 2013 - 2013
Nielsen January 2012 - 2013
New Pacific Consulting June 2011 - December 2011
The Nielsen Company 2010 - 2011
Franklin & Marshall College June 2009 - August 2009
Morgen, Evan & Company June 2008 - August 2008
Avid Technology June 2007 - August 2007
Skills
Analysis, FMCG, Accounting, Quantitative Research, Segmentation, Business Strategy, Marketing, Strategy, Management Consulting, Microsoft Excel, Consumer Behaviour, Marketing Strategy, Market Research, Market Analysis, Analytics, Customer Insight, Marketing Research
Education
Tuck School of Business at Dartmouth 2013 — 2015
Master of Business Administration (MBA)
Franklin & Marshall College 2006 — 2010
BA, Business and Economics
Oxford University 2009 — 2009
Ifsa-Butler Program, Economics
Kirill Gourov Kirill Gourov's Morgen, Evan & Company Experience February 2012 - October 2012
Job Analyst at Expand Research A Company of The Boston Consulting Group
Industry Management Consulting
Experience
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
CSqua.red September 2014 - July 2015
Blockchain Technology Group April 2014 - September 2014
Sumitomo Mitsui Banking Corporation June 2013 - January 2014
Invesco October 2012 - May 2013
Morgen, Evan & Company February 2012 - October 2012
IMaCS Virtus Global Partners August 2011 - March 2012
Pan Reliance Capital Advisors March 2011 - May 2011
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Bloomberg, Fixed Income, Emerging Markets, Finance, Valuation, Investments, Asset Management, Strategic Planning, Project Management, Corporate Finance, Investment Banking, Portfolio Management
Education
City University of New York-Baruch College
B.B.A., Finance & Investments
Stuyvesant High School
Expand Research - A Company of The Boston Consulting Group September 2015 - Present
CSqua.red September 2014 - July 2015
Blockchain Technology Group April 2014 - September 2014
Sumitomo Mitsui Banking Corporation June 2013 - January 2014
Invesco October 2012 - May 2013
Morgen, Evan & Company February 2012 - October 2012
IMaCS Virtus Global Partners August 2011 - March 2012
Pan Reliance Capital Advisors March 2011 - May 2011
Skills
Financial Modeling, Due Diligence, Microsoft Excel, Bloomberg, Fixed Income, Emerging Markets, Finance, Valuation, Investments, Asset Management, Strategic Planning, Project Management, Corporate Finance, Investment Banking, Portfolio Management
Education
City University of New York-Baruch College
B.B.A., Finance & Investments
Stuyvesant High School
Edwin Gomez Edwin Gomez's Morgen, Evan & Company Experience March 2014 - May 2014
Job Equity Research Summer Analyst at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
Oppenheimer & Co. Inc. May 2014 - August 2014
Morgen, Evan & Company March 2014 - May 2014
J.P. Morgan November 2013 - November 2013
Barclays Investment Bank November 2013 - November 2013
KPMG US April 2013 - August 2013
Goldman Sachs January 2013 - May 2013
Morgan Stanley March 2013 - March 2013
Baruch College January 2013 - January 2013
KPMG November 2012 - November 2012
Armadale Capital Inc August 2012 - September 2012
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Outlook, Internal Controls, Sales, QuickBooks, Accounts Payable, Accounting, Account Reconciliation, Microsoft Office, Customer Service, Photoshop, Public Speaking, English, Peachtree, Spanish, Microsoft CRM, Advisement, Administrative..., Acoustic Guitar, Piano Playing, Drums, WACC, Free Cash Flow, Fina, Valuation, Critical Thinking, Problem Solving
Education
Baruch College 2012 — 2015
Bachelor of Business Administration (BBA), Finance & Investments
Baruch College (FLP)
Jason E. Craig Jason E. Craig's Morgen, Evan & Company Experience August 2013 - December 2013
Job
Industry Financial Services
Experience
Cypress Associates June 2014 - August 2014
Morgen, Evan & Company August 2013 - December 2013
Carleton McKenna & Company June 2013 - August 2013
The Riverside Company August 2012 - December 2012
AJS Capital Management March 2012 - April 2012
Skills
Investment Memos, Capital Markets, Accounting, Private Equity, Equities, Business Valuation, Mergers & Acquisitions, Finance, Investment Banking, Restructuring, Equity Research, Capital Raising, Corporate Development, Corporate Finance, Portfolio Management, LBO, Valuation, Financial Advisory
Education
The King's College 2011 — 2015
Bachelor of Science (BS), Politics, Economics, Philosophy (PP&E)
Cypress Associates June 2014 - August 2014
Morgen, Evan & Company August 2013 - December 2013
Carleton McKenna & Company June 2013 - August 2013
The Riverside Company August 2012 - December 2012
AJS Capital Management March 2012 - April 2012
Skills
Investment Memos, Capital Markets, Accounting, Private Equity, Equities, Business Valuation, Mergers & Acquisitions, Finance, Investment Banking, Restructuring, Equity Research, Capital Raising, Corporate Development, Corporate Finance, Portfolio Management, LBO, Valuation, Financial Advisory
Education
The King's College 2011 — 2015
Bachelor of Science (BS), Politics, Economics, Philosophy (PP&E)
Lydia Li's Morgen, Evan & Company Experience August 2010 - September 2010
Job Senior Consultant at Capgemini
Industry Financial Services
Experience
Capgemini September 2010 - Present
Morgen, Evan & Company August 2010 - September 2010
Standard Chartered Bank August 2010 - September 2010
Forex Signs Inc July 2010 - August 2010
Oppenheimer & Co. January 2010 - April 2010
GunnAllen Financial August 2009 - December 2009
HSBC and Standard Chartered Bank May 2009 - August 2009
Skills
Financial Modeling, Analytics, Equities, Fixed Income, Finance, Valuation, Financial Analysis, Investment Banking, Asset Management, Portfolio Management, Capital Markets, Hedge Funds, Leadership, Business Development, Credit Risk, Enterprise Risk..., Corporate Finance, Business Analysis
Education
Columbia University in the City of New York
master, statistics(concentration in finance)
Capgemini September 2010 - Present
Morgen, Evan & Company August 2010 - September 2010
Standard Chartered Bank August 2010 - September 2010
Forex Signs Inc July 2010 - August 2010
Oppenheimer & Co. January 2010 - April 2010
GunnAllen Financial August 2009 - December 2009
HSBC and Standard Chartered Bank May 2009 - August 2009
Skills
Financial Modeling, Analytics, Equities, Fixed Income, Finance, Valuation, Financial Analysis, Investment Banking, Asset Management, Portfolio Management, Capital Markets, Hedge Funds, Leadership, Business Development, Credit Risk, Enterprise Risk..., Corporate Finance, Business Analysis
Education
Columbia University in the City of New York
master, statistics(concentration in finance)
Xiang-Yu Chen Xiang-Yu Chen's Morgen, Evan & Company Experience June 2009 - August 2009
Job Senior Associate at Peak Rock Capital
Industry Banking
Experience
Peak Rock Capital September 2015 - Present
Varde Partners August 2013 - August 2015
Evercore Partners June 2011 - July 2013
The Wharton School 2009 - 2011
Lazard June 2010 - August 2010
Morgen, Evan & Company June 2009 - August 2009
The Wharton School 2008 - 2009
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance and Accounting
Lincoln High School
Peak Rock Capital September 2015 - Present
Varde Partners August 2013 - August 2015
Evercore Partners June 2011 - July 2013
The Wharton School 2009 - 2011
Lazard June 2010 - August 2010
Morgen, Evan & Company June 2009 - August 2009
The Wharton School 2008 - 2009
Skills
Investment Banking, Restructuring, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Due Diligence
Education
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science, Finance and Accounting
Lincoln High School
Jon C. Young II's Morgen, Evan & Company Experience September 2013 - January 2014
Job Analyst at LAUNCH
Industry Internet
Experience
Launch Media, LLC September 2014 - Present
PALcapital / PALgenesis January 2014 - April 2014
Morgen, Evan & Company September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Bloomberg, Thomson One Banker, Financial Analysis, Hands on Healing, Crisis Intervention, Blended Learning, Natural Gas, Online Marketing, Speech Therapy
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Philosophy, Minor in Business Studies
Launch Media, LLC September 2014 - Present
PALcapital / PALgenesis January 2014 - April 2014
Morgen, Evan & Company September 2013 - January 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, Strategic Planning, Bloomberg, Thomson One Banker, Financial Analysis, Hands on Healing, Crisis Intervention, Blended Learning, Natural Gas, Online Marketing, Speech Therapy
Education
New York University 2009 — 2013
Bachelor of Arts (B.A.), Philosophy, Minor in Business Studies
Marc Boiron Marc Boiron's Morgen, Evan & Company Experience May 2010 - August 2010
Job Corporate Attorney at Rutan & Tucker
Industry Law Practice
Experience
Rutan & Tucker, LLP July 2015 - Present
Richards, Layton & Finger September 2012 - July 2015
Richards, Layton & Finger May 2011 - July 2011
Verizon January 2011 - May 2011
Penn State Center for the Study of Mergers & Acquisitions May 2009 - April 2011
Morgen, Evan & Company May 2010 - August 2010
The Lake Club, Inc. April 2008 - August 2008
Knox Title Insurance, Inc. June 2007 - August 2007
Skills
Corporate Finance, Financial Analysis, Legal Research, Valuation, Microsoft Excel, Legal Writing, Negotiation, Investments, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Law, Strategy, Due Diligence, Intellectual Property, Data Analysis, Strategic Planning
Education
Pennsylvania State University, The Dickinson School of Law/Smeal College of Business 2008 — 2012
JD/MBA, Finance
Middle Tennessee State University 2003 — 2007
B.B.A., Entrepreneurship
Rutan & Tucker, LLP July 2015 - Present
Richards, Layton & Finger September 2012 - July 2015
Richards, Layton & Finger May 2011 - July 2011
Verizon January 2011 - May 2011
Penn State Center for the Study of Mergers & Acquisitions May 2009 - April 2011
Morgen, Evan & Company May 2010 - August 2010
The Lake Club, Inc. April 2008 - August 2008
Knox Title Insurance, Inc. June 2007 - August 2007
Skills
Corporate Finance, Financial Analysis, Legal Research, Valuation, Microsoft Excel, Legal Writing, Negotiation, Investments, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Law, Strategy, Due Diligence, Intellectual Property, Data Analysis, Strategic Planning
Education
Pennsylvania State University, The Dickinson School of Law/Smeal College of Business 2008 — 2012
JD/MBA, Finance
Middle Tennessee State University 2003 — 2007
B.B.A., Entrepreneurship
Vernon Vasquez's Morgen, Evan & Company Experience May 2011 - August 2011
Job Mergers & Acquisitions Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
J.P. Morgan June 2014 - Present
Bank of America May 2013 - May 2014
Q1 labs, an IBM Company September 2012 - April 2013
Mirus Capital Advisors May 2012 - August 2012
Q1 Labs, an IBM Company October 2011 - May 2012
Morgen, Evan & Company May 2011 - August 2011
Geller & Company May 2010 - May 2011
Skills
Corporate Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Accounting, Valuation, Data Analysis, Capital IQ, Mergers, Bloomberg, Account Reconciliation, Mergers & Acquisitions, Investment Banking, Banking
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's Degree
Bentley University 2006 — 2010
Bachelor of Science
Andrew Cassidy's Morgen, Evan & Company Experience February 2013 - May 2013
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
PricewaterhouseCoopers June 2014 - August 2014
Emerald Creek Capital July 2013 - December 2013
Morgen, Evan & Company February 2013 - May 2013
The Broadreach Group September 2012 - December 2012
Skills
Loans, Commercial Real Estate, Alternative Investments, Capital, Structured Finance, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Financial Modeling
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Economics
Indiana University Bloomington 2011 — 2012
3.8/4.0
Piper Jaffray June 2015 - Present
PricewaterhouseCoopers June 2014 - August 2014
Emerald Creek Capital July 2013 - December 2013
Morgen, Evan & Company February 2013 - May 2013
The Broadreach Group September 2012 - December 2012
Skills
Loans, Commercial Real Estate, Alternative Investments, Capital, Structured Finance, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Financial Modeling
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Economics
Indiana University Bloomington 2011 — 2012
3.8/4.0
Clifford Speer's Morgen, Evan & Company Experience 2003 - 2004
Job Director Business Development at ATCO Structures & Logistics
Industry Utilities
Experience
ATCO Structures & Logistics January 2014 - Present
ATCO Structures & Logistics January 2012 - December 2013
ATCO Frontec January 2010 - December 2011
ITT Communications 2007 - 2009
Morgen, Evan & Company 2003 - 2004
Education
Boston University Questrom School of Business 1972 — 1976
BS/BA, Org. Bahavior; Economics
Stuyvesant High School
Honors Mathematics & Science
ATCO Structures & Logistics January 2014 - Present
ATCO Structures & Logistics January 2012 - December 2013
ATCO Frontec January 2010 - December 2011
ITT Communications 2007 - 2009
Morgen, Evan & Company 2003 - 2004
Education
Boston University Questrom School of Business 1972 — 1976
BS/BA, Org. Bahavior; Economics
Stuyvesant High School
Honors Mathematics & Science
Richard Yoon's Morgen, Evan & Company Experience November 2009 - November 2010
Job Business Analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase May 2012 - Present
Morgen, Evan & Company November 2009 - November 2010
National Securities September 2008 - September 2009
Counsel Press LLC 2007 - 2007
Skills
Mergers, Finance, Data Analysis, Due Diligence, Analysis, Valuation, Financial Modeling, Private Equity, Bloomberg, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Capital Markets, Capital IQ, Equities, Equity Research, Microsoft Excel, Venture Capital, Hedge Funds
Education
Columbia University in the City of New York 2009 — 2011
M.S., Information and Digital Resource Management
New York University 2009 — 2009
Graduate Certificate, Enterprise Risk Management
JPMorgan Chase May 2012 - Present
Morgen, Evan & Company November 2009 - November 2010
National Securities September 2008 - September 2009
Counsel Press LLC 2007 - 2007
Skills
Mergers, Finance, Data Analysis, Due Diligence, Analysis, Valuation, Financial Modeling, Private Equity, Bloomberg, Portfolio Management, Investment Banking, Fixed Income, Corporate Finance, Capital Markets, Capital IQ, Equities, Equity Research, Microsoft Excel, Venture Capital, Hedge Funds
Education
Columbia University in the City of New York 2009 — 2011
M.S., Information and Digital Resource Management
New York University 2009 — 2009
Graduate Certificate, Enterprise Risk Management
Mai Shi's Morgen, Evan & Company Experience April 2011 - September 2011
Job Business Analyst at Clinique
Industry Computer Software
Experience
Clinique May 2012 - Present
University of Florida January 2012 - May 2012
Morgen, Evan & Company April 2011 - September 2011
OverseaTalents,LLC September 2010 - January 2011
Holbrook Travel August 2010 - January 2011
Ruder Finn April 2009 - November 2009
Southern Metropolis Daily January 2009 - June 2009
Skills
Strategic Communications, Social Media Marketing, Media Relations, Social Media, Public Relations, Corporate Social..., Crisis Communications, Crisis Management, Ap Style, Press Releases, Journalism, Copywriting, Event Management, Editing, Event Planning, Public Speaking, Research, Digital Marketing, Online Marketing, Market Research, Corporate Communications
Education
University of Florida 2010 — 2012
Master, Public Relations
Wuhan University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Clinique May 2012 - Present
University of Florida January 2012 - May 2012
Morgen, Evan & Company April 2011 - September 2011
OverseaTalents,LLC September 2010 - January 2011
Holbrook Travel August 2010 - January 2011
Ruder Finn April 2009 - November 2009
Southern Metropolis Daily January 2009 - June 2009
Skills
Strategic Communications, Social Media Marketing, Media Relations, Social Media, Public Relations, Corporate Social..., Crisis Communications, Crisis Management, Ap Style, Press Releases, Journalism, Copywriting, Event Management, Editing, Event Planning, Public Speaking, Research, Digital Marketing, Online Marketing, Market Research, Corporate Communications
Education
University of Florida 2010 — 2012
Master, Public Relations
Wuhan University 2006 — 2010
Bachelor of Arts (B.A.), Journalism
Michael Ting's Morgen, Evan & Company Experience August 2011 - May 2012
Job Investor Relations at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
The Carlyle Group May 2014 - Present
Offit Capital Advisors June 2012 - May 2014
Morgen, Evan & Company August 2011 - May 2012
Capstone Partners LLC June 2011 - August 2011
UBS June 2010 - August 2010
New York University February 2009 - May 2010
Bank of East Asia July 2007 - August 2007
Education
New York University 2008 — 2012
BA, Economics
East China Normal University 2010 — 2010
Mandarin Chinese
Bronx High School of Science 2004 — 2008
H.S. Diploma
Jacques Cai's Morgen, Evan & Company Experience September 2013 - December 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - Present
Gateway Sports Inc. September 2011 - Present
SMBC Capital Markets February 2013 - May 2014
Morgen, Evan & Company September 2013 - December 2013
WallStreetOasis.com June 2013 - September 2013
TPI Real Estate Investment Services Corp. September 2011 - December 2011
CohnReznick LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, JavaScript, PowerPoint, Microsoft Word, VBA
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - Present
Gateway Sports Inc. September 2011 - Present
SMBC Capital Markets February 2013 - May 2014
Morgen, Evan & Company September 2013 - December 2013
WallStreetOasis.com June 2013 - September 2013
TPI Real Estate Investment Services Corp. September 2011 - December 2011
CohnReznick LLP July 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, JavaScript, PowerPoint, Microsoft Word, VBA
Education
New York University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Stuyvesant High School 2007 — 2011