New Trier Partners
Description
Address: 6825 Lincoln Ave, Lincolnwood, IL 60712 Phone: (847) 674-6200Place name: : Category: : Hours: : : : Website: : Website: http://newtriercapitalpartners.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of New Trier Merchant LLC Posting publicly on the Web Write a review Reviews Be the first to review
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New Trier Partners Employees
Employee
Years
Job
Industry
Sean P. Murray Sean P. Murray's New Trier Partners Experience May 2010 - August 2010
Job Associate Product Manager at epay, a Euronet Worldwide Company
Industry Financial Services
Experience
epay, a Euronet Worldwide Company November 2014 - Present
GE July 2011 - November 2014
New Trier Partners May 2010 - August 2010
New Trier Partners January 2010 - May 2010
Skills
Due Diligence, Investments, Valuation, Private Equity, Portfolio Management, Finance, Management, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Analysis
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics
St. Ignatius High School 2003 — 2007
College Prep
epay, a Euronet Worldwide Company November 2014 - Present
GE July 2011 - November 2014
New Trier Partners May 2010 - August 2010
New Trier Partners January 2010 - May 2010
Skills
Due Diligence, Investments, Valuation, Private Equity, Portfolio Management, Finance, Management, Microsoft Excel, Leadership, Microsoft Office, Public Speaking, Analysis
Education
Loyola University of Chicago 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance, Economics
St. Ignatius High School 2003 — 2007
College Prep
Ieva Aleliunaite Ieva Aleliunaite's New Trier Partners Experience January 2011 - April 2011
Job New Product Capabilities Manager at UBS Global Asset Management
Industry Financial Services
Experience
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management April 2012 - November 2014
Center for Economic Progress December 2011 - March 2013
MF Global September 2011 - November 2011
New Trier Partners January 2011 - April 2011
Skills
Analytical, Organizational, Time Management, Analytical Skills, Finance, Reporting & Analysis, Asset Management, Investments, Fixed Income, Training, Trading, Management, Bloomberg, Organizational Structure, Equities, Securities, Financial Services, Hedge Funds, Alternative Investments, Derivatives
Education
University of Illinois at Chicago 2009 — 2011
Bachelors of Science, Finance
CFA Institute
Claritas Certificate
Landmark Education
Personal Training and Developement
UBS Global Asset Management February 2015 - Present
UBS Global Asset Management April 2012 - November 2014
Center for Economic Progress December 2011 - March 2013
MF Global September 2011 - November 2011
New Trier Partners January 2011 - April 2011
Skills
Analytical, Organizational, Time Management, Analytical Skills, Finance, Reporting & Analysis, Asset Management, Investments, Fixed Income, Training, Trading, Management, Bloomberg, Organizational Structure, Equities, Securities, Financial Services, Hedge Funds, Alternative Investments, Derivatives
Education
University of Illinois at Chicago 2009 — 2011
Bachelors of Science, Finance
CFA Institute
Claritas Certificate
Landmark Education
Personal Training and Developement
Jacob Vogel Jacob Vogel's New Trier Partners Experience April 2008 - July 2008
Job CEO at Bennington
Industry Maritime
Experience
Bennington 2009 - Present
Brown Gibbons Lang & Company 2008 - 2009
New Trier Partners April 2008 - July 2008
RSM EquiCo August 2007 - January 2008
Accenture June 2001 - March 2007
Summit Group Software 1998 - 1999
Bennington Marine 1998 - 1999
Skills
Financial Modeling, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Due Diligence, Management Consulting, New Business Development, Financial Analysis, Corporate Finance, Marketing Strategy, Strategy, Customer Service, Team Building, Valuation, Sales, Leadership, Product Development, Sales Management, Mergers, Private Equity, Venture Capital, Business Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Strategy, Marketing
Indiana University - Kelley School of Business 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Indiana University Bloomington 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Concord High School 1992 — 1996
Jimtown
Bennington 2009 - Present
Brown Gibbons Lang & Company 2008 - 2009
New Trier Partners April 2008 - July 2008
RSM EquiCo August 2007 - January 2008
Accenture June 2001 - March 2007
Summit Group Software 1998 - 1999
Bennington Marine 1998 - 1999
Skills
Financial Modeling, Business Strategy, Strategic Planning, Mergers & Acquisitions, Management, Due Diligence, Management Consulting, New Business Development, Financial Analysis, Corporate Finance, Marketing Strategy, Strategy, Customer Service, Team Building, Valuation, Sales, Leadership, Product Development, Sales Management, Mergers, Private Equity, Venture Capital, Business Development
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Finance, Accounting, Strategy, Marketing
Indiana University - Kelley School of Business 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Indiana University Bloomington 1997 — 2001
BS, 1. Business Process Management; 2. Computer Information Systems; 3. Production Operations Management
Concord High School 1992 — 1996
Jimtown
Uday Vadula Uday Vadula's New Trier Partners Experience January 2010 - October 2010
Job Student at University of California, Berkeley, Haas School of Business
Industry Investment Banking
Experience
University of California, Berkeley, Haas School of Business August 2014 - Present
Greenhill & Co. June 2015 - August 2015
Deutsche Bank February 2014 - June 2014
Deutsche Bank September 2010 - January 2014
New Trier Partners January 2010 - October 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA) - Candidate
University of Michigan 2005 — 2009
Bachelor of Science (B.S.), Economics
University of California, Berkeley, Haas School of Business August 2014 - Present
Greenhill & Co. June 2015 - August 2015
Deutsche Bank February 2014 - June 2014
Deutsche Bank September 2010 - January 2014
New Trier Partners January 2010 - October 2010
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA) - Candidate
University of Michigan 2005 — 2009
Bachelor of Science (B.S.), Economics
Bellen Shen Bellen Shen's New Trier Partners Experience June 2011 - August 2011
Job Senior Analyst at Accenture
Industry Management Consulting
Experience
Accenture July 2013 - Present
Campus Solutions Storage & Shipping, Inc. November 2010 - June 2013
Groupon June 2012 - August 2012
Goldman Sachs Asset Management September 2011 - December 2011
New Trier Partners June 2011 - August 2011
Kellogg School of Management September 2010 - June 2011
Kellogg School of Management September 2010 - June 2011
Skills
Data Analysis, Mandarin, Economics, Stata, Management, Research, Quantitative Analytics, Microsoft Excel, Market Research, Microsoft Office, Statistics, Econometrics, PowerPoint, Chinese, Microsoft Word, Qualitative Research, SAS Programming, Lean Six Sigma
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
Northview High School 2005 — 2009
Accenture July 2013 - Present
Campus Solutions Storage & Shipping, Inc. November 2010 - June 2013
Groupon June 2012 - August 2012
Goldman Sachs Asset Management September 2011 - December 2011
New Trier Partners June 2011 - August 2011
Kellogg School of Management September 2010 - June 2011
Kellogg School of Management September 2010 - June 2011
Skills
Data Analysis, Mandarin, Economics, Stata, Management, Research, Quantitative Analytics, Microsoft Excel, Market Research, Microsoft Office, Statistics, Econometrics, PowerPoint, Chinese, Microsoft Word, Qualitative Research, SAS Programming, Lean Six Sigma
Education
Northwestern University 2009 — 2013
Bachelor of Arts, Economics
Northview High School 2005 — 2009
Ghazy Grijalva Ghazy Grijalva's New Trier Partners Experience March 2010 - August 2010
Job Underwriter at Freddie Mac
Industry Commercial Real Estate
Experience
Freddie Mac August 2015 - Present
Red Capital Group July 2012 - August 2015
Arbor Commercial Mortgage November 2010 - June 2012
RESOLUTIONS September 2010 - November 2010
Frontline Real Estate Partners July 2010 - November 2010
New Trier Partners March 2010 - August 2010
Marcus & Millichap February 2010 - May 2010
Merrill Lynch June 2009 - August 2009
DePaul University March 2009 - August 2009
Skills
Real Estate Economics, Investments, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Business Development, Investment Properties, Real Estate Valuation, Mortgage Lending, Finance, Commercial Real Estate..., Credit Analysis, Argus Modeling, Sourcing, Underwriting
Education
DePaul University 2006 — 2010
Bachelor of Science, Real Estate and Finance
Quigley Prep 2002 — 2006
Freddie Mac August 2015 - Present
Red Capital Group July 2012 - August 2015
Arbor Commercial Mortgage November 2010 - June 2012
RESOLUTIONS September 2010 - November 2010
Frontline Real Estate Partners July 2010 - November 2010
New Trier Partners March 2010 - August 2010
Marcus & Millichap February 2010 - May 2010
Merrill Lynch June 2009 - August 2009
DePaul University March 2009 - August 2009
Skills
Real Estate Economics, Investments, Financial Analysis, Financial Modeling, Due Diligence, Real Estate Transactions, Business Development, Investment Properties, Real Estate Valuation, Mortgage Lending, Finance, Commercial Real Estate..., Credit Analysis, Argus Modeling, Sourcing, Underwriting
Education
DePaul University 2006 — 2010
Bachelor of Science, Real Estate and Finance
Quigley Prep 2002 — 2006
Christine Sykora Christine Sykora's New Trier Partners Experience May 2006 - September 2006
Job Practice Administrator at Advanced Eye Care, SC
Industry Law Practice
Experience
Advanced Eye Care, SC November 2012 - Present
Complete Workgroup Solutions, Inc. January 2012 - Present
Chicago Backups, Inc. January 2012 - Present
Sykora Law, Inc. October 2008 - Present
New Trier Partners May 2006 - September 2006
Katten Muchin Rosenman LLP May 2005 - September 2005
Harley Davidson Financial August 2004 - April 2005
Skills
Legal Writing, Corporate Law, Employment Law, Mergers, Legal Research, Corporate Finance, Commercial Litigation, Legal Assistance, Due Diligence, Document Review, Private Equity, Privacy Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Illinois Wesleyan University 2000 — 2004
BA, English, Political Science
Advanced Eye Care, SC November 2012 - Present
Complete Workgroup Solutions, Inc. January 2012 - Present
Chicago Backups, Inc. January 2012 - Present
Sykora Law, Inc. October 2008 - Present
New Trier Partners May 2006 - September 2006
Katten Muchin Rosenman LLP May 2005 - September 2005
Harley Davidson Financial August 2004 - April 2005
Skills
Legal Writing, Corporate Law, Employment Law, Mergers, Legal Research, Corporate Finance, Commercial Litigation, Legal Assistance, Due Diligence, Document Review, Private Equity, Privacy Law
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2004 — 2007
JD
Illinois Wesleyan University 2000 — 2004
BA, English, Political Science
Noah Pinzur Noah Pinzur's New Trier Partners Experience November 2009 - February 2010
Job Associate at Societe Generale
Industry Information Services
Experience
Societe Generale July 2012 - Present
TransUnion May 2010 - July 2012
TransUnion May 2010 - February 2012
New Trier Partners November 2009 - February 2010
Hippo Holdings, Inc. September 2007 - September 2009
Houlihan Smith March 2007 - March 2008
LaSalle Bank November 2006 - March 2007
LaSalle Bank June 2003 - March 2007
LaSalle Bank March 2004 - November 2006
LaSalle Bank June 2003 - March 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Excel, Securitization, Leveraged Finance, Working Capital..., Cash Flow Management, Microsoft Excel, Valuation, Cash Flow, Private Equity, Credit, Finance, Analysis, Investor Relations, Funding, Corporate Finance, Cash Flow Forecasting, Internal Audit, Portfolio Management, Capital Markets, Budgets, Due Diligence, Credit Analysis, Investment Banking, Investments
Education
Northeastern University - D’Amore-McKim School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies; High Tech Management
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelors in Business Administration, Finance
University of Massachusetts, Amherst 1997 — 2001
BBA, Finance
Highland Park High School 1993 — 1997
Societe Generale July 2012 - Present
TransUnion May 2010 - July 2012
TransUnion May 2010 - February 2012
New Trier Partners November 2009 - February 2010
Hippo Holdings, Inc. September 2007 - September 2009
Houlihan Smith March 2007 - March 2008
LaSalle Bank November 2006 - March 2007
LaSalle Bank June 2003 - March 2007
LaSalle Bank March 2004 - November 2006
LaSalle Bank June 2003 - March 2004
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Excel, Securitization, Leveraged Finance, Working Capital..., Cash Flow Management, Microsoft Excel, Valuation, Cash Flow, Private Equity, Credit, Finance, Analysis, Investor Relations, Funding, Corporate Finance, Cash Flow Forecasting, Internal Audit, Portfolio Management, Capital Markets, Budgets, Due Diligence, Credit Analysis, Investment Banking, Investments
Education
Northeastern University - D’Amore-McKim School of Business 2011 — 2013
MBA, Entrepreneurship/Entrepreneurial Studies; High Tech Management
University of Massachusetts at Amherst - Isenberg School of Management 1997 — 2001
Bachelors in Business Administration, Finance
University of Massachusetts, Amherst 1997 — 2001
BBA, Finance
Highland Park High School 1993 — 1997
James Sherman James Sherman's New Trier Partners Experience 2008 - 2008
Job Divisional Sales Manager at Groupon
Industry Internet
Experience
Groupon June 2012 - Present
Groupon December 2010 - June 2012
Northwestern Mutual Financial Network August 2009 - December 2010
Levy Restaurants May 2009 - September 2009
New Trier Partners 2008 - 2008
Skills
Financial Analysis, Sales, Salesforce.com, Investments, Cold Calling, Financial Modeling, Marketing, Social Media, Microsoft Excel, Marketing Strategy, Strategic Financial..., Forecasting, Microsoft Office, Competitive Analysis, Social Media Marketing, Customer Service, Account Management, Strategic Planning, PowerPoint, Sales Management, Market Research, Business Development, Negotiation, Team Building, Strategic Sales Plans
Education
Miami University 2004 — 2009
Bachelors, Economics
Groupon June 2012 - Present
Groupon December 2010 - June 2012
Northwestern Mutual Financial Network August 2009 - December 2010
Levy Restaurants May 2009 - September 2009
New Trier Partners 2008 - 2008
Skills
Financial Analysis, Sales, Salesforce.com, Investments, Cold Calling, Financial Modeling, Marketing, Social Media, Microsoft Excel, Marketing Strategy, Strategic Financial..., Forecasting, Microsoft Office, Competitive Analysis, Social Media Marketing, Customer Service, Account Management, Strategic Planning, PowerPoint, Sales Management, Market Research, Business Development, Negotiation, Team Building, Strategic Sales Plans
Education
Miami University 2004 — 2009
Bachelors, Economics
Dannielle (Mendez) Moticka Dannielle (Mendez) Moticka's New Trier Partners Experience October 2010 - March 2011
Job Executive Assistant at Accretive Health
Industry Hospital & Health Care
Experience
Accretive Health March 2011 - Present
New Trier Partners October 2010 - March 2011
Xpress Urself Signs June 2008 - October 2010
Forest City Enterprises, December 2006 - June 2008
Skills
Real Estate, Microsoft Office, Administrative..., Microsoft Excel, Dictaphone, QuickBooks, Customer Service, PowerPoint, Event Planning, Legal Research, Outlook, Contract Negotiation, Data Entry, Time Management, Legal Writing, Process Scheduler, Accounting, Retail, Administrative..., Leadership
Education
Columbia College Chicago 1990 — 1993
Bachelor's degree, Business Communications
Accretive Health March 2011 - Present
New Trier Partners October 2010 - March 2011
Xpress Urself Signs June 2008 - October 2010
Forest City Enterprises, December 2006 - June 2008
Skills
Real Estate, Microsoft Office, Administrative..., Microsoft Excel, Dictaphone, QuickBooks, Customer Service, PowerPoint, Event Planning, Legal Research, Outlook, Contract Negotiation, Data Entry, Time Management, Legal Writing, Process Scheduler, Accounting, Retail, Administrative..., Leadership
Education
Columbia College Chicago 1990 — 1993
Bachelor's degree, Business Communications
David Treinish's New Trier Partners Experience January 2008 - September 2008
Job Acquisitions at Diamond Realty Holdings, LLC
Industry Real Estate
Experience
Diamond Realty Holdings, LLC April 2015 - Present
IguanaMed November 2008 - March 2015
New Trier Partners January 2008 - September 2008
Skills
Merchandising, Apparel, Textiles, Fashion Design, Excel, Brand Development, Retail, Trend Analysis, Marketing, Microsoft Excel, Fashion, Wholesale, Visual Merchandising, Market Research, Trade Shows
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Management
orange 2000 — 2003
Diamond Realty Holdings, LLC April 2015 - Present
IguanaMed November 2008 - March 2015
New Trier Partners January 2008 - September 2008
Skills
Merchandising, Apparel, Textiles, Fashion Design, Excel, Brand Development, Retail, Trend Analysis, Marketing, Microsoft Excel, Fashion, Wholesale, Visual Merchandising, Market Research, Trade Shows
Education
Indiana University Bloomington 2003 — 2007
Bachelors, Management
orange 2000 — 2003
Tim Asimos Tim Asimos's New Trier Partners Experience June 2010 - August 2010
Job Attorney at Dadkhah Law Group, LLC
Industry Law Practice
Experience
Dadkhah Law Group, LLC January 2014 - Present
Reveliotis Law, P.C. January 2013 - November 2013
Dadkhah Law Group, LLC January 2012 - May 2012
Corboy & Demetrio, P.C. February 2011 - August 2011
New Trier Partners June 2010 - August 2010
G.N.P. Realty Partners, Inc. December 2008 - August 2009
A'S RESTUARANT & PANCAKE HOUSE May 2003 - December 2008
Skills
Fluent in Greek, Legal Research, Legal Writing, LexisNexis, Westlaw, Research, Organizational..., Reliability, Time Management, Able To Work Under..., Personal Injury, Real Estate, Insurance, Writing, Customer Relations, Problem Solving, Mediation, Estate Planning, Wrongful Death, Trademarks, Trials, Customer Service, Product Liability, Courts, Real Estate Transactions, Hearings, Lexis, Public Liability, Civil Litigation, Corporate Law, Litigation
Education
The John Marshall Law School 2010 — 2012
Juris Doctor
University of Illinois at Chicago 2001 — 2006
of Liberal Arts & Sciences, Political Science & Criminal Justice; History
Dadkhah Law Group, LLC January 2014 - Present
Reveliotis Law, P.C. January 2013 - November 2013
Dadkhah Law Group, LLC January 2012 - May 2012
Corboy & Demetrio, P.C. February 2011 - August 2011
New Trier Partners June 2010 - August 2010
G.N.P. Realty Partners, Inc. December 2008 - August 2009
A'S RESTUARANT & PANCAKE HOUSE May 2003 - December 2008
Skills
Fluent in Greek, Legal Research, Legal Writing, LexisNexis, Westlaw, Research, Organizational..., Reliability, Time Management, Able To Work Under..., Personal Injury, Real Estate, Insurance, Writing, Customer Relations, Problem Solving, Mediation, Estate Planning, Wrongful Death, Trademarks, Trials, Customer Service, Product Liability, Courts, Real Estate Transactions, Hearings, Lexis, Public Liability, Civil Litigation, Corporate Law, Litigation
Education
The John Marshall Law School 2010 — 2012
Juris Doctor
University of Illinois at Chicago 2001 — 2006
of Liberal Arts & Sciences, Political Science & Criminal Justice; History
Lauren Trilling's New Trier Partners Experience June 2009 - August 2009
Job Analyst at Stout Risius Ross
Industry Financial Services
Experience
Stout Risius Ross May 2012 - Present
University of Iowa August 2008 - June 2012
The Land of Nod June 2010 - August 2011
New Trier Partners June 2009 - August 2009
Skills
Creative, Detail Oriented, Self Motivated, Customer Service, Accounting, Critical Thinking, Highly Analytical, Finance, Commercial Real Estate, Analytical Skills
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Finance
University of Newcastle 2011 — 2011
Adlai E. Stevenson High School 2004 — 2008
Stout Risius Ross May 2012 - Present
University of Iowa August 2008 - June 2012
The Land of Nod June 2010 - August 2011
New Trier Partners June 2009 - August 2009
Skills
Creative, Detail Oriented, Self Motivated, Customer Service, Accounting, Critical Thinking, Highly Analytical, Finance, Commercial Real Estate, Analytical Skills
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
B.B.A, Finance
University of Newcastle 2011 — 2011
Adlai E. Stevenson High School 2004 — 2008
Naveed Nabavi, CFA Naveed Nabavi, CFA's New Trier Partners Experience January 2009 - March 2009
Job Underwriter at JP Morgan
Industry Real Estate
Experience
JP Morgan February 2013 - Present
J.P. Morgan May 2010 - January 2013
General Services Administration July 2009 - April 2010
RML Capital, LLC April 2009 - June 2009
DePaul University April 2009 - June 2009
New Trier Partners January 2009 - March 2009
Pasquinelli Homes June 2006 - March 2008
Pasquinelli Homes September 2003 - June 2006
Resource Trading Group January 2002 - June 2003
Skills
MBA, Real Estate Finance, Asset Management, Sales Operations, Marketing Management, Market Research, Financial Modeling, DCF, Real Estate Economics, Asset Managment, Investments, Due Diligence, Mergers & Acquisitions, Valuation, Capital Markets, Leases, Portfolio Management, Corporate Finance, Analysis, Equities, Financial Analysis, Disposition, Finance, Market Analysis, Private Equity, Fixed Income, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Real Estate Investment and Finance, 4.0/4.0 GPA
University of Michigan 1998 — 2001
BA, Economics
JP Morgan February 2013 - Present
J.P. Morgan May 2010 - January 2013
General Services Administration July 2009 - April 2010
RML Capital, LLC April 2009 - June 2009
DePaul University April 2009 - June 2009
New Trier Partners January 2009 - March 2009
Pasquinelli Homes June 2006 - March 2008
Pasquinelli Homes September 2003 - June 2006
Resource Trading Group January 2002 - June 2003
Skills
MBA, Real Estate Finance, Asset Management, Sales Operations, Marketing Management, Market Research, Financial Modeling, DCF, Real Estate Economics, Asset Managment, Investments, Due Diligence, Mergers & Acquisitions, Valuation, Capital Markets, Leases, Portfolio Management, Corporate Finance, Analysis, Equities, Financial Analysis, Disposition, Finance, Market Analysis, Private Equity, Fixed Income, Hedge Funds
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
MBA, Real Estate Investment and Finance, 4.0/4.0 GPA
University of Michigan 1998 — 2001
BA, Economics
Kunaal Khanna's New Trier Partners Experience September 2007 - December 2008
Job Principal at Caerus, Inc.
Industry Financial Services
Experience
Caerus, Inc. April 2009 - Present
New Trier Partners September 2007 - December 2008
New Trier Partners May 2007 - August 2007
Caterpillar Inc. August 2005 - May 2007
Long Agribusiness, LLC 1999 - 2005
Skills
Financial Modeling, Mergers & Acquisitions, Business Strategy, Investments, Entrepreneurship, Six Sigma, Valuation, Start-ups, Leadership, Private Equity
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting
Queensland University of Technology 1994 — 1998
Bachelor of Engineering, Mechanical (Honors)
Caerus, Inc. April 2009 - Present
New Trier Partners September 2007 - December 2008
New Trier Partners May 2007 - August 2007
Caterpillar Inc. August 2005 - May 2007
Long Agribusiness, LLC 1999 - 2005
Skills
Financial Modeling, Mergers & Acquisitions, Business Strategy, Investments, Entrepreneurship, Six Sigma, Valuation, Start-ups, Leadership, Private Equity
Education
The University of Chicago Booth School of Business 2005 — 2008
MBA, Finance, Accounting
Queensland University of Technology 1994 — 1998
Bachelor of Engineering, Mechanical (Honors)
Tom Gawlik's New Trier Partners Experience May 2007 - August 2007
Job Financial Professional
Industry Accounting
Experience
Blackman Kallick September 2008 - April 2010
New Trier Partners May 2007 - August 2007
Education
Loyola University Chicago 2003 — 2008
Blackman Kallick September 2008 - April 2010
New Trier Partners May 2007 - August 2007
Education
Loyola University Chicago 2003 — 2008
Paul Lishnevsky's New Trier Partners Experience March 2008 - June 2008
Job President, Exam Glove Division at Medline Industries
Industry Hospital & Health Care
Experience
Medline Industries October 2013 - Present
Medline Industries June 2011 - October 2013
Medline Industries July 2010 - June 2011
Medline Industries July 2009 - June 2010
Realty Capital Partners June 2008 - September 2008
New Trier Partners March 2008 - June 2008
Abbott Laboratories April 2006 - September 2007
Merrill Lynch January 2004 - April 2006
Skills
Valuation, Private Equity, Investments, Business Strategy, Forecasting, Finance, Market Research, Competitive Analysis, Cross-functional Team..., Product Launch, Product Marketing, Product Management, Medical Devices, Product Development, Strategy, Marketing Strategy, Pricing Strategy, Strategic Planning, Market Analysis, Analytics, Negotiation, Financial Modeling, Leadership, Mergers & Acquisitions, Portfolio Management, P&L Management, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Management, Strategy, Marketing, Finance, Major GPA 4.0 / 4.0
DePaul University 2000 — 2003
Bachelor's Degree, Finance, Major GPA 4.0 / 4.0
Medline Industries October 2013 - Present
Medline Industries June 2011 - October 2013
Medline Industries July 2010 - June 2011
Medline Industries July 2009 - June 2010
Realty Capital Partners June 2008 - September 2008
New Trier Partners March 2008 - June 2008
Abbott Laboratories April 2006 - September 2007
Merrill Lynch January 2004 - April 2006
Skills
Valuation, Private Equity, Investments, Business Strategy, Forecasting, Finance, Market Research, Competitive Analysis, Cross-functional Team..., Product Launch, Product Marketing, Product Management, Medical Devices, Product Development, Strategy, Marketing Strategy, Pricing Strategy, Strategic Planning, Market Analysis, Analytics, Negotiation, Financial Modeling, Leadership, Mergers & Acquisitions, Portfolio Management, P&L Management, Pricing
Education
Northwestern University - Kellogg School of Management 2007 — 2009
Master of Business Administration (MBA), Management, Strategy, Marketing, Finance, Major GPA 4.0 / 4.0
DePaul University 2000 — 2003
Bachelor's Degree, Finance, Major GPA 4.0 / 4.0
David Caylor's New Trier Partners Experience May 2007 - June 2007
Job Investment Banking Vice President
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
Moelis & Company January 2011 - December 2014
Moelis & Company July 2008 - December 2010
Rosin Company July 2007 - June 2008
New Trier Partners May 2007 - June 2007
Skills
Mergers, Investment Banking, Valuation, LBO, Financial Modeling, Structured Finance, DCF
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration, Finance & Accounting
Moelis & Company January 2015 - Present
Moelis & Company January 2011 - December 2014
Moelis & Company July 2008 - December 2010
Rosin Company July 2007 - June 2008
New Trier Partners May 2007 - June 2007
Skills
Mergers, Investment Banking, Valuation, LBO, Financial Modeling, Structured Finance, DCF
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
Bachelor of Business Administration, Finance & Accounting
Seth Acker's New Trier Partners Experience August 2007 - October 2007
Job Sr. Finance Manager at Microsoft
Industry Computer Software
Experience
Microsoft May 2015 - Present
Microsoft Corporation March 2010 - Present
Cowen and Company August 2008 - June 2009
New Trier Partners August 2007 - October 2007
Quiet Light Trading January 2003 - June 2007
Skills
Business Intelligence, Market Research, Business Analysis, Interest Rate..., Investment Banking, Technology, Microsoft Office, Microsoft Excel, Demand Forecasting, Strategic Financial..., Analytics, Financial Planning, Forecasting, Analysis, Strategy, Valuation, Financial Analysis, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
Master, Finance and Accounting
Northwestern University 1997 — 2001
BA, Economics
Latin School of Chicago 1985 — 1997
Microsoft May 2015 - Present
Microsoft Corporation March 2010 - Present
Cowen and Company August 2008 - June 2009
New Trier Partners August 2007 - October 2007
Quiet Light Trading January 2003 - June 2007
Skills
Business Intelligence, Market Research, Business Analysis, Interest Rate..., Investment Banking, Technology, Microsoft Office, Microsoft Excel, Demand Forecasting, Strategic Financial..., Analytics, Financial Planning, Forecasting, Analysis, Strategy, Valuation, Financial Analysis, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
Master, Finance and Accounting
Northwestern University 1997 — 2001
BA, Economics
Latin School of Chicago 1985 — 1997
Bryan Yankton's New Trier Partners Experience August 2009 - November 2009
Job Vice President at NetWings Corp
Industry Computer Software
Experience
Wolters Kluwer August 2013 - Present
NetWings Corp October 2014 - Present
Walgreens September 2012 - August 2013
Navigant November 2011 - June 2012
InterOcean Advisors LLC November 2010 - November 2011
Longreach Capital February 2010 - November 2010
Houlihan Capital January 2010 - August 2010
New Trier Partners August 2009 - November 2009
Federal Home Loan Bank of Chicago June 2009 - August 2009
MDI Investments, Inc. January 2009 - May 2009
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Financial Modeling, Financial Analysis, Corporate Development, Analysis, Leadership, Microsoft Office, Accounting, Venture Capital, Research, Capital IQ, Strategic Planning, Microsoft Excel, M&A experience, SaaS Business Modeling, SaaS, Cross-border M&A, Divestitures, DCF Valuation, Excel, PowerPoint, Due Diligence, Word, Corporate Finance, Competitive Analysis, E-commerce, Entrepreneurship, Multi-channel Retail, Business Objects, Omniture, Bloomberg Terminal, Strategic Financial..., Financial Structuring, Bloomberg, Lean Startup, Start-ups
Education
DePaul University 2008 — 2011
Bachelor's, Finance, Minor in International Business
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Wolters Kluwer August 2013 - Present
NetWings Corp October 2014 - Present
Walgreens September 2012 - August 2013
Navigant November 2011 - June 2012
InterOcean Advisors LLC November 2010 - November 2011
Longreach Capital February 2010 - November 2010
Houlihan Capital January 2010 - August 2010
New Trier Partners August 2009 - November 2009
Federal Home Loan Bank of Chicago June 2009 - August 2009
MDI Investments, Inc. January 2009 - May 2009
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Financial Modeling, Financial Analysis, Corporate Development, Analysis, Leadership, Microsoft Office, Accounting, Venture Capital, Research, Capital IQ, Strategic Planning, Microsoft Excel, M&A experience, SaaS Business Modeling, SaaS, Cross-border M&A, Divestitures, DCF Valuation, Excel, PowerPoint, Due Diligence, Word, Corporate Finance, Competitive Analysis, E-commerce, Entrepreneurship, Multi-channel Retail, Business Objects, Omniture, Bloomberg Terminal, Strategic Financial..., Financial Structuring, Bloomberg, Lean Startup, Start-ups
Education
DePaul University 2008 — 2011
Bachelor's, Finance, Minor in International Business
UCLA Anderson School of Management 2012 — 2013
Riordan MBA Fellows
Harvard Business School 2010 — 2010
Summer Venture in Management Program
Jared Nagae's New Trier Partners Experience 2006 - 2006
Job Vice President at Quilvest Private Equity
Industry Venture Capital & Private Equity
Experience
Quilvest Private Equity March 2015 - Present
Quilvest Private Equity May 2013 - March 2015
Quilvest Private Equity July 2010 - May 2013
Lazard August 2007 - June 2010
Levy Family Partners September 2006 - June 2007
New Trier Partners 2006 - 2006
Skills
Mergers & Acquisitions, Investments, Private Equity, Valuation, Due Diligence, Corporate Finance, LBO, Financial Modeling, Investment Banking, Emerging Markets, Corporate Development, Financial Analysis, Portfolio Management, DCF, Alternative Investments
Education
Northwestern University 2003 — 2007
BS, Economics, International Studies, Communications
Quilvest Private Equity March 2015 - Present
Quilvest Private Equity May 2013 - March 2015
Quilvest Private Equity July 2010 - May 2013
Lazard August 2007 - June 2010
Levy Family Partners September 2006 - June 2007
New Trier Partners 2006 - 2006
Skills
Mergers & Acquisitions, Investments, Private Equity, Valuation, Due Diligence, Corporate Finance, LBO, Financial Modeling, Investment Banking, Emerging Markets, Corporate Development, Financial Analysis, Portfolio Management, DCF, Alternative Investments
Education
Northwestern University 2003 — 2007
BS, Economics, International Studies, Communications
Mohammed Hasan's New Trier Partners Experience January 2008 - April 2008
Job Director at PwC Advisory
Industry Management Consulting
Experience
PricewaterhouseCoopers Advisory Practice July 2014 - Present
PricewaterhouseCoopers Advisory Practice July 2011 - Present
Diamond Management & Technology Consultants July 2009 - June 2011
New Trier Partners January 2008 - April 2008
Motorola Mobile Devices June 2007 - December 2007
Hewitt Associates January 2005 - May 2007
Skills
Corporate Development, Financial Modeling, Due Diligence, Strategy, Management Consulting, Mergers, Business Transformation, IT Strategy, Business Strategy, Competitive Analysis, Business Analysis, Business Process..., Integration, Leadership, Outsourcing, Mergers
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Strategic Management, Entrepreneurship, Finance, Accounting
The University of Chicago 2006 — 2009
MBA, Strategic Management, Finance, Accounting, and Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Business Administration - M.I.S.
PricewaterhouseCoopers Advisory Practice July 2014 - Present
PricewaterhouseCoopers Advisory Practice July 2011 - Present
Diamond Management & Technology Consultants July 2009 - June 2011
New Trier Partners January 2008 - April 2008
Motorola Mobile Devices June 2007 - December 2007
Hewitt Associates January 2005 - May 2007
Skills
Corporate Development, Financial Modeling, Due Diligence, Strategy, Management Consulting, Mergers, Business Transformation, IT Strategy, Business Strategy, Competitive Analysis, Business Analysis, Business Process..., Integration, Leadership, Outsourcing, Mergers
Education
The University of Chicago Booth School of Business 2007 — 2009
MBA, Strategic Management, Entrepreneurship, Finance, Accounting
The University of Chicago 2006 — 2009
MBA, Strategic Management, Finance, Accounting, and Entrepreneurship
University of Illinois at Urbana-Champaign 1996 — 2000
Bachelors, Business Administration - M.I.S.
Elena Peykova's New Trier Partners Experience January 2011 - March 2011
Job TSO at TSA
Industry Research
Experience
TSA December 2012 - Present
FUJIFILM Hunt Chemicals USA Inc November 2011 - November 2012
Rohr International, Inc. February 2010 - May 2012
Ambitech Engineering October 2011 - November 2011
New Trier Partners January 2011 - March 2011
Mental Health America of Illinois September 2010 - February 2011
Chicago Youth Centers January 2010 - May 2010
Great Clips, Inc. August 2006 - September 2009
Skills
Team Management, Resume Writing, Questionnaire Design, Customer Service, Cash Handling, Answering Phones, Copying, Mass Mailings, Teamwork, Fast Learner, Adaptive, Research Design, Literary Criticism, Creative Problem Solving, Deadline Driven, Multitasker, Customer Driven, Proactivity, Intercultural Skills, Multicultural Teams, Organization Of Events, Retail/Wholesale, Client Communications, Interview Preparation, Interview Prep, Cover Letters, Research Papers, Telephone Skills
Education
University of Illinois at Chicago 2006 — 2010
B.A., Psychology
University of Illinois at Chicago 2006 — 2010
BA, Applied Psychology
TSA December 2012 - Present
FUJIFILM Hunt Chemicals USA Inc November 2011 - November 2012
Rohr International, Inc. February 2010 - May 2012
Ambitech Engineering October 2011 - November 2011
New Trier Partners January 2011 - March 2011
Mental Health America of Illinois September 2010 - February 2011
Chicago Youth Centers January 2010 - May 2010
Great Clips, Inc. August 2006 - September 2009
Skills
Team Management, Resume Writing, Questionnaire Design, Customer Service, Cash Handling, Answering Phones, Copying, Mass Mailings, Teamwork, Fast Learner, Adaptive, Research Design, Literary Criticism, Creative Problem Solving, Deadline Driven, Multitasker, Customer Driven, Proactivity, Intercultural Skills, Multicultural Teams, Organization Of Events, Retail/Wholesale, Client Communications, Interview Preparation, Interview Prep, Cover Letters, Research Papers, Telephone Skills
Education
University of Illinois at Chicago 2006 — 2010
B.A., Psychology
University of Illinois at Chicago 2006 — 2010
BA, Applied Psychology
Donna Kang's New Trier Partners Experience 2011 - 2011
Job CPA at Ostrow Reisin Berk & Abrams, Ltd.
Industry Accounting
Experience
Ostrow Reisin Berk & Abrams, Ltd. October 2014 - Present
Goettsche, Tranen, Winter & Russo October 2012 - October 2014
The Grove, Inc.(TGI) May 2011 - October 2012
New Trier Partners 2011 - 2011
Skills
Accounting, Financial Audits, Financial Reporting, US GAAP reporting, Income Tax, Corporate Tax, High Net Worth..., CPA
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science (B.S.)
Ostrow Reisin Berk & Abrams, Ltd. October 2014 - Present
Goettsche, Tranen, Winter & Russo October 2012 - October 2014
The Grove, Inc.(TGI) May 2011 - October 2012
New Trier Partners 2011 - 2011
Skills
Accounting, Financial Audits, Financial Reporting, US GAAP reporting, Income Tax, Corporate Tax, High Net Worth..., CPA
Education
University of Illinois at Chicago 2008 — 2011
Bachelor of Science (B.S.)