New Harbor Incorporated
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New Harbor Incorporated Employees
Morgan Stanley August 2013 - Present
Morgan Stanley June 2012 - August 2012
Scotia Capital April 2010 - June 2011
New Harbor Incorporated October 2007 - April 2010
Merrill Lynch March 2007 - July 2007
Skills
Valuation, Corporate Finance, Investment Banking, Financial Modeling, Mergers, Mergers & Acquisitions, Private Equity, Management, Financial Analysis, Due Diligence, Bloomberg, Banking, Strategy, Equities, Emerging Markets, Capital Markets
Education
Tuck School of Business at Dartmouth 2011 — 2013
MBA
Paris Business College (fmr. MBAI) 2003 — 2007
BBA, Finance
Tulane University - A.B. Freeman School of Business 2006 — 2006
Southern Methodist University - Cox School of Business 2005 — 2006
Tuck School of Business at Dartmouth College May 2010 - June 2012
Bulge bracket bank in NY June 2011 - August 2011
New Harbor Incorporated August 2006 - May 2010
UBS - New York June 2005 - December 2005
Burkenroad Reports August 2004 - December 2004
Arkion Systems January 2004 - March 2004
Steptone France, Paris, France June 2003 - August 2003
Skills
Financial Modeling, Valuation, Financial Analysis, Investment Banking, Mergers, PowerPoint, Microsoft Excel, Microsoft Word, series 79, series 63, Acquisitions, Energy, Alternative Energy, Renewable Energy, Mergers & Acquisitions, Leadership, Spanish, Analysis, Series 63, Strategic Financial..., FINRA, Business Analysis, Management, Venture Capital, Project Finance, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (M.B.A.)
MBA Institute 2002 — 2006
BBS
Tulane University 2004 — 2004
BBS
BMO Capital Markets April 2009 - Present
Goldman Sachs & Co. 2004 - 2009
Banc One Capital Markets 2000 - 2004
New Harbor Incorporated 1997 - 2001
Duke/Louis Dreyfus LLC 1996 - 1997
Smith Barney 1993 - 1996
The First Boston Corporation 1977 - 1993
Skills
Public Finance, Debt, Capital Markets, Investment Banking, Valuation, Investments, Fixed Income, Derivatives, Portfolio Management, Finance
Education
Fordham University School of Law 1974 — 1977
JD, Law
College of the Holy Cross 1969 — 1974
AB, Political Science
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Louisiana State University in Shreveport 2014 - Present
American University of Antigua May 2008 - Present
New Harbor Incorporated September 2007 - October 2011
Education
Emory University 2002 — 2006
BBA
Emory University - Goizueta Business School 2002 — 2006
NASAA May 2014 - August 2014
District of Columbia Attorney General’s Office August 2013 - December 2013
New Harbor Incorporated May 2010 - July 2012
Kaplan Education November 2008 - August 2010
Trilussa Trattoria April 2009 - May 2010
McKinsey & Company June 2007 - October 2007
Skills
Analysis, Budgets, Financial Modeling, Microsoft Excel, Databases, Employee Training, Investments, Valuation, Financial Analysis, Corporate Finance, Legal Research, Legal Writing
Education
The George Washington University Law School 2012 — 2015
J.D
University of Chicago 2003 — 2007
B.A, Economics
Marathon Capital April 2013 - Present
NextEra Energy Resources April 2003 - January 2013
Dresdner Kleinwort June 2000 - October 2001
New Harbor Incorporated November 1994 - June 2000
PSEG Global 1992 - 1994
Enserch Development Corp 1989 - 1992
Skills
Energy, Power Generation, Renewable Energy, Cleantech, Energy Efficiency, Solar Energy, Project Finance, Wind, Power Plants, Energy Management, Corporate Finance, Smart Grid, Alternative Energy, Energy Policy, Nuclear, Natural Gas, Energy Markets, Contract Negotiation, Demand Response, Photovoltaics, Due Diligence, Contract Management, Sustainable Energy, Energy Conservation, Financial Modeling, Valuation, Commodity Markets, Mergers & Acquisitions, Electricity Markets, Energy Industry, Electric Power, Structured Finance, Biomass
Education
Fordham Gabelli School of Business 1986 — 1988
MBA, Finance
United States Merchant Marine Academy 1978 — 1982
BS, Engineering
Mid-Market Securities, LLC 2004 - Present
U.S. Department of Energy July 2008 - Present
Madigan Resources, LLC 2003 - Present
North Avenue Research, LLC January 2012 - June 2013
New Harbor Incorporated 1999 - 2003
WestLB 1993 - 1999
Lehman Brothers 1983 - 1993
Cleary Gottlieb Steen & Hamilton LLP 1978 - 1983
Education
New York University School of Law 1975 — 1978
J.D., Law
Stanford University
A.B., Philosophy
@VirtualCMO 2003 - Present
Social KO February 2014 - Present
Wartsila 1997 - 2003
NJB, Inc. 1996 - 2003
New Harbor Incorporated 1993 - 1996
Plastics Recovery Corporation 1991 - 1993
Morgan Stanley 1980 - 1991
Skills
Certified Mediator,..., Change Management, Strategic Planning, Mergers, Management Consulting, Renewable Energy, Project Finance, Project Management, Strategic Partnerships, Contract Negotiation, Risk Management, Process Improvement, Team Building, New Business Development, Business Strategy, Energy, Management, Vendor Management, Executive Search, Business Process..., Non-profits, Mergers & Acquisitions, Negotiation, Investments, Start-ups, Nonprofits, Entrepreneurship, Venture Capital, Business Development, Strategy, Due Diligence, Business Planning, Finance, Private Equity, Financial Modeling, Corporate Finance
Education
University of North Carolina at Chapel Hill
Bachelor's degree, Economics
Evercore August 2015 - Present
UBS Investment Bank June 2014 - August 2014
New Harbor Incorporated July 2010 - May 2013
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Excel, Equity Valuation, Microsoft Excel, Mergers & Acquisitions, Private Equity, Equity Research, Investment Banking, Due Diligence, Corporate Finance
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Specialization in Finance and Strategy
MBA Institute 2006 — 2010
BBA, Finance
Emory University - Goizueta Business School 2009 — 2009
BBA, Classes: Investments, Corporate Finance, Negotiations and Integrated Marketing Communications