NewStar Financial
Industry: Commercial company
DescriptionNewStar Financial, Inc. is a commercial finance company founded in 2004 and headquartered in Boston, Massachusetts. Headquarters: Boston, MA Total assets: 4.1 million USD (2015) Revenue: 80.77 million USD (2015) Founded: 2004 Net income: 16.89 million USD (2015) Subsidiaries: NewStar Capital, LLC, NewStar ArcTurus CLO I Ltd,
NewStar Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at NewStar Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
NewStar Financial Salaries. You can even request information on how much does NewStar Financial pay if you want to. Learn about salaries, pros and cons of working for NewStar Financial directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
119 NewStar Financial employees in database. Find out everything there's to know about NewStar Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
NewStar Financial Employees
Employee
Years
Job
Industry
Harry Anscher Harry Anscher's NewStar Financial Experience November 2014 - April 2015
Job Associate at TCW Direct lending
Industry Financial Services
Experience
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
The TCW Group April 2015 - Present
NewStar Financial November 2014 - April 2015
NewStar Financial June 2012 - November 2014
Eaton Vance June 2011 - August 2011
Wells Fargo Advisors June 2010 - August 2010
Skills
Portfolio Management, Microsoft Excel, Leveraged Finance, Financial Analysis, Financial Modeling, Everest by Black..., Capital IQ, Mergers & Acquisitions, PowerPoint
Education
Boston College - Carroll School of Management 2008 — 2012
Bachelor of Science (BS), Finance
Jericho High School
Andrea Goldman, CFA, Esq. Andrea Goldman, CFA, Esq.'s NewStar Financial Experience April 2007 - April 2008
Job Institutional and Individual Investor
Industry Financial Services
Experience
RBS Citizens July 2011 - Present
GoldMill Enterprises, LLC 2011 - Present
BOL Opportunity Funds October 2008 - July 2011
NewStar Financial April 2007 - April 2008
Antares Investment Partners May 2006 - March 2007
GE Capital January 2002 - April 2006
GKN Securities Corp. 1992 - 1999
Bachner Tally Polevoy & Misher 1991 - 1992
Graubard Miller 1989 - 1991
Skills
Credit, Due Diligence, Asset Management, Private Equity, Investments, Portfolio Management, Equities, Financial Structuring, Strategic Planning, Financial Modeling, Commercial Real Estate, Asset Managment, Mergers, Venture Capital, Commercial Mortgages, Underwriting, Mergers & Acquisitions
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Alternative Investments/Private Equity
Duke University School of Law 1986 — 1989
JD
University at Albany, SUNY 1982 — 1986
BS, Finance and Marketing
RBS Citizens July 2011 - Present
GoldMill Enterprises, LLC 2011 - Present
BOL Opportunity Funds October 2008 - July 2011
NewStar Financial April 2007 - April 2008
Antares Investment Partners May 2006 - March 2007
GE Capital January 2002 - April 2006
GKN Securities Corp. 1992 - 1999
Bachner Tally Polevoy & Misher 1991 - 1992
Graubard Miller 1989 - 1991
Skills
Credit, Due Diligence, Asset Management, Private Equity, Investments, Portfolio Management, Equities, Financial Structuring, Strategic Planning, Financial Modeling, Commercial Real Estate, Asset Managment, Mergers, Venture Capital, Commercial Mortgages, Underwriting, Mergers & Acquisitions
Education
Yale University - Yale School of Management 1999 — 2001
MBA, Alternative Investments/Private Equity
Duke University School of Law 1986 — 1989
JD
University at Albany, SUNY 1982 — 1986
BS, Finance and Marketing
Prachi (Shah) Kapadia, CFA's NewStar Financial Experience 2008 - 2009
Job Credit Research at Loomis, Sayles & Company
Industry Financial Services
Experience
Loomis, Sayles & Company August 2011 - Present
RBS Citizens September 2009 - August 2011
NewStar Financial 2008 - 2009
Hughey Center for Financial Services 2006 - 2008
Skills
Valuation, Bloomberg, Capital IQ, Financial Modeling, Capital Markets, Financial Analysis, Restructuring, Equity Research, Fixed Income, Trading, Finance, Hedge Funds, Asset Management, Investments, Portfolio Management
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Loomis, Sayles & Company August 2011 - Present
RBS Citizens September 2009 - August 2011
NewStar Financial 2008 - 2009
Hughey Center for Financial Services 2006 - 2008
Skills
Valuation, Bloomberg, Capital IQ, Financial Modeling, Capital Markets, Financial Analysis, Restructuring, Equity Research, Fixed Income, Trading, Finance, Hedge Funds, Asset Management, Investments, Portfolio Management
Education
Bentley University 2004 — 2008
Bachelor of Science, Finance
Danielle Correale Danielle Correale's NewStar Financial Experience January 2007 - April 2008
Job Human Resources Generalist at Latham & Watkins
Industry Human Resources
Experience
Latham & Watkins September 2015 - Present
Latham & Watkins January 2012 - August 2015
Latham & Watkins March 2010 - January 2012
Latham & Watkins March 2008 - February 2010
NewStar Financial January 2007 - April 2008
Amscan June 2002 - June 2006
Skills
Human Resources, Employee Relations, Kronos Timekeeping, PeopleSoft, College Recruiting, Sourcing, Strategic Planning, HRIS, Organizational..., Benefits Administration, Employment Law, Employee Benefits, Leadership, Employee Training, Leadership Development, Performance Management, Legal Research, Personnel Management, FMLA, HR Policies, Microsoft Excel, Event Planning, Recruiting, Applicant Tracking..., Talent Management, Mergers & Acquisitions, Kronos, Internet Recruiting, Career Development, COBRA, Outlook, Coaching, Technical Recruiting, PowerPoint, Talent Acquisition, Workers Compensation, Onboarding, Customer Service, Corporate Law, Contract Negotiation, Training, Succession Planning, Deferred Compensation, Change Management, Legal Compliance, Workforce Planning, Interviews, Job Descriptions, New Hire Orientations, Labor Relations
Education
Manhattan College 2003 — 2006
BA, Sociology and Urban Affairs
Wilton High School 1999 — 2002
Latham & Watkins September 2015 - Present
Latham & Watkins January 2012 - August 2015
Latham & Watkins March 2010 - January 2012
Latham & Watkins March 2008 - February 2010
NewStar Financial January 2007 - April 2008
Amscan June 2002 - June 2006
Skills
Human Resources, Employee Relations, Kronos Timekeeping, PeopleSoft, College Recruiting, Sourcing, Strategic Planning, HRIS, Organizational..., Benefits Administration, Employment Law, Employee Benefits, Leadership, Employee Training, Leadership Development, Performance Management, Legal Research, Personnel Management, FMLA, HR Policies, Microsoft Excel, Event Planning, Recruiting, Applicant Tracking..., Talent Management, Mergers & Acquisitions, Kronos, Internet Recruiting, Career Development, COBRA, Outlook, Coaching, Technical Recruiting, PowerPoint, Talent Acquisition, Workers Compensation, Onboarding, Customer Service, Corporate Law, Contract Negotiation, Training, Succession Planning, Deferred Compensation, Change Management, Legal Compliance, Workforce Planning, Interviews, Job Descriptions, New Hire Orientations, Labor Relations
Education
Manhattan College 2003 — 2006
BA, Sociology and Urban Affairs
Wilton High School 1999 — 2002
Reagan Hall's NewStar Financial Experience June 2015 - Present
Job Analyst at NewStar Financial, Inc.
Industry Commercial Real Estate
Experience
NewStar Financial June 2015 - Present
Sydney Essential Oil Co August 2013 - November 2013
Duluth Figure Skating Club May 2012 - September 2012
Boston College January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Team Leadership, Data Entry
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies and Finance
Boston College
NewStar Financial June 2015 - Present
Sydney Essential Oil Co August 2013 - November 2013
Duluth Figure Skating Club May 2012 - September 2012
Boston College January 2012 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Photoshop, Social Media, English, Windows, Time Management, Team Leadership, Data Entry
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Pre-Medicine/Pre-Medical Studies and Finance
Boston College
Margarita Linets's NewStar Financial Experience October 2007 - September 2009
Job Consultant at IHS
Industry Research
Experience
IHS February 2015 - Present
IHS July 2012 - March 2015
State Street June 2011 - August 2011
NewStar Financial October 2007 - September 2009
Korea Development Bank May 2006 - September 2006
Skills
Intermediate Eveiws,..., Financial Modeling, Financial Analysis, Data Analysis, Economics, Econometrics, Statistical Modeling, Economic Data Analysis, Eviews Programming, SAS (Beginner), Analysis, R
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, International Economics and Finance
Boston University Questrom School of Business 2003 — 2007
BA, Finance
IHS February 2015 - Present
IHS July 2012 - March 2015
State Street June 2011 - August 2011
NewStar Financial October 2007 - September 2009
Korea Development Bank May 2006 - September 2006
Skills
Intermediate Eveiws,..., Financial Modeling, Financial Analysis, Data Analysis, Economics, Econometrics, Statistical Modeling, Economic Data Analysis, Eviews Programming, SAS (Beginner), Analysis, R
Education
Brandeis University, Lemberg - International Business School 2010 — 2012
MAief, International Economics and Finance
Boston University Questrom School of Business 2003 — 2007
BA, Finance
Klaudia Pogace's NewStar Financial Experience June 2015 - Present
Job Recent Graduate from Bentley University Seeking Employment Opportunity
Industry Financial Services
Experience
NewStar Financial June 2015 - Present
BNG Consulting, Inc. May 2014 - September 2014
Mercedes Benz May 2013 - September 2013
Lucky Brand May 2010 - September 2011
Skills
Social Networking, Microsoft Office, Microsoft Excel, Photoshop, Fashion, PowerPoint, Team Leadership, Research, Event Planning, Google Docs, Entrepreneurship, Product Development, Motivation, Public Speaking, SAP Business Software
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Managerial Economics, Junior
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Science (B.S.), Economics, Sophomore
Westwood High School 2007 — 2011
High School Diploma
NewStar Financial June 2015 - Present
BNG Consulting, Inc. May 2014 - September 2014
Mercedes Benz May 2013 - September 2013
Lucky Brand May 2010 - September 2011
Skills
Social Networking, Microsoft Office, Microsoft Excel, Photoshop, Fashion, PowerPoint, Team Leadership, Research, Event Planning, Google Docs, Entrepreneurship, Product Development, Motivation, Public Speaking, SAP Business Software
Education
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Managerial Economics, Junior
Universitat Pompeu Fabra 2013 — 2013
Bachelor of Science (B.S.), Economics, Sophomore
Westwood High School 2007 — 2011
High School Diploma
Jay Pasteris Jay Pasteris's NewStar Financial Experience June 2007 - September 2009
Job Director of Infrastructure at Veracode
Industry Information Technology and Services
Experience
Veracode February 2013 - Present
Avid Technology April 2012 - October 2012
Old Mutual Asset Management September 2009 - April 2012
NewStar Financial June 2007 - September 2009
Snow and Jones, Inc. September 2001 - June 2007
Skills
IT Project Management, IT Infrastructure..., IT Operations Management, Disaster Recovery, Leadership, IT Management, Data Center, IT Strategy, Vendor Management, IT Operations, Infrastructure, Certified Scrum Product..., Project Management, Cloud Computing, Business Intelligence, Business Continuity, Enterprise Architecture, Virtualization, IT Service Management, VMware, Integration, Security, Active Directory, Windows Server, Information Technology, SaaS, Networking, Technical Support, Management, Enterprise Software, Professional Services, Firewalls, Managed Services, Servers, Information Security, Agile Methodologies, Strategy, Network Security
Education
Brandeis University 2012 — 2016
MS, Information Technology Management
Emmanuel College
BA, Business Administration
Norwell High
Villanova University
Master Certificate, IT Project Management
Veracode February 2013 - Present
Avid Technology April 2012 - October 2012
Old Mutual Asset Management September 2009 - April 2012
NewStar Financial June 2007 - September 2009
Snow and Jones, Inc. September 2001 - June 2007
Skills
IT Project Management, IT Infrastructure..., IT Operations Management, Disaster Recovery, Leadership, IT Management, Data Center, IT Strategy, Vendor Management, IT Operations, Infrastructure, Certified Scrum Product..., Project Management, Cloud Computing, Business Intelligence, Business Continuity, Enterprise Architecture, Virtualization, IT Service Management, VMware, Integration, Security, Active Directory, Windows Server, Information Technology, SaaS, Networking, Technical Support, Management, Enterprise Software, Professional Services, Firewalls, Managed Services, Servers, Information Security, Agile Methodologies, Strategy, Network Security
Education
Brandeis University 2012 — 2016
MS, Information Technology Management
Emmanuel College
BA, Business Administration
Norwell High
Villanova University
Master Certificate, IT Project Management
Carter Smith's NewStar Financial Experience June 2015 - Present
Job Student at Boston College
Industry Financial Services
Experience
NewStar Financial June 2015 - Present
Boston College September 2011 - May 2015
Voya Investment Management May 2014 - August 2014
Estancia Beef Company June 2012 - August 2013
Kellogg, Huber, Hansen, Todd, Evans & Figel June 2013 - July 2013
Jokake Companies May 2011 - July 2011
Skills
Data Analysis, Spanish, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Economics, Financial Analysis, Statistics
Education
Boston College 2011 — 2015
Bachelor's Degree, Concentrations in Finance and Management
Brophy College Preparatory 2007 — 2011
Diploma
NewStar Financial June 2015 - Present
Boston College September 2011 - May 2015
Voya Investment Management May 2014 - August 2014
Estancia Beef Company June 2012 - August 2013
Kellogg, Huber, Hansen, Todd, Evans & Figel June 2013 - July 2013
Jokake Companies May 2011 - July 2011
Skills
Data Analysis, Spanish, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Research, Social Media, Public Speaking, Economics, Financial Analysis, Statistics
Education
Boston College 2011 — 2015
Bachelor's Degree, Concentrations in Finance and Management
Brophy College Preparatory 2007 — 2011
Diploma
Blair McBeth Blair McBeth's NewStar Financial Experience February 2013 - September 2013
Job Change Agent & Catalyst | Business Development/Optimization | Market Expansion | Talent Acquisition/Team Building
Industry Financial Services
Experience
Webster Capital Finance October 2013 - Present
NewStar Financial February 2013 - September 2013
private clients January 2010 - January 2013
U.S. Bank Equipment Finance/Capital Equipment Group 2005 - January 2010
Orix Financial Services/Structured Finance Division 2004 - 2005
ICX Corporation January 2004 - December 2004
Citicapital/Bankers Leasing (CBL) January 2000 - December 2003
GE Capital/Phoenixcor 1996 - 2000
CIT Group/Capital Equipment Financing, Inc. 1991 - 1995
CIT Group/Equipment & Project Finance Division (EPF) 1985 - 1991
Skills
Change Agent, Organizational..., Risk Analysis, Strategic & Tactical..., Relationship Management, New Business Growth &..., Optimizing Sales &..., Catalyst, Portfolio Building, Underwriting, Driving Growth, Solutions-focused, Innovative, Team Builder, Financial Intermediaries, Deal-maker, Collaborative, Turnaround Expert, Capital, Equity Sources, Financial Products, Banking, Finance, Investment, Portfolio Management, Financial Services, Investments, Team Building, Investment Banking, Strategy, Loans, Strategic Planning, Restructuring, Financial Modeling, Mergers & Acquisitions, New Business Development, Private Equity
Education
Thunderbird School of Global Management 1973 — 1975
Master of International Management, Marketing / Finance
Dickinson College 1968 — 1972
Bachelor of Arts, Political Science
Webster Capital Finance October 2013 - Present
NewStar Financial February 2013 - September 2013
private clients January 2010 - January 2013
U.S. Bank Equipment Finance/Capital Equipment Group 2005 - January 2010
Orix Financial Services/Structured Finance Division 2004 - 2005
ICX Corporation January 2004 - December 2004
Citicapital/Bankers Leasing (CBL) January 2000 - December 2003
GE Capital/Phoenixcor 1996 - 2000
CIT Group/Capital Equipment Financing, Inc. 1991 - 1995
CIT Group/Equipment & Project Finance Division (EPF) 1985 - 1991
Skills
Change Agent, Organizational..., Risk Analysis, Strategic & Tactical..., Relationship Management, New Business Growth &..., Optimizing Sales &..., Catalyst, Portfolio Building, Underwriting, Driving Growth, Solutions-focused, Innovative, Team Builder, Financial Intermediaries, Deal-maker, Collaborative, Turnaround Expert, Capital, Equity Sources, Financial Products, Banking, Finance, Investment, Portfolio Management, Financial Services, Investments, Team Building, Investment Banking, Strategy, Loans, Strategic Planning, Restructuring, Financial Modeling, Mergers & Acquisitions, New Business Development, Private Equity
Education
Thunderbird School of Global Management 1973 — 1975
Master of International Management, Marketing / Finance
Dickinson College 1968 — 1972
Bachelor of Arts, Political Science
Jason Weisman Jason Weisman's NewStar Financial Experience 2006 - 2008
Job Global Consumer Risk Management HQ Group Director at Citigroup
Industry Financial Services
Experience
Citigroup 2012 - Present
The Rohatyn Group 2008 - 2011
NewStar Financial 2006 - 2008
GE Capital 2004 - 2006
GE Capital Headquarters 2002 - 2004
GE Capital Corporation 2000 - 2002
GE Capital Corporation 1998 - 2000
Chinese Academy of Sciences 1991 - 1993
Tsinghua University 1990 - 1991
Skills
Portfolio Management, CCAR, Regulatory Compliance, Due Diligence, Private Equity, Enterprise Risk..., Emerging Markets, Financial Risk, Consumer Financing, Workouts/Restructuring, Real Estate Finance, Leveraged Lending, Securitization Markets, M&A Due Diligence, Distressed Debt, NPL Portfolio Valuation, Economic Capital..., Corporate Credit..., Risk-Based Pricing, Regulatory Guidelines, Dodd-Frank, Regulatory Risk, Regulatory Reporting, Credit Risk
Education
Cornell University 1993 — 1998
Ph.D., International Economics
University of California, Berkeley 1987 — 1989
M.S., Physics
Rutgers University 1982 — 1987
B.S./B.A. Summa cum laude, Double major: Mechanical Engineering and Physics
Citigroup 2012 - Present
The Rohatyn Group 2008 - 2011
NewStar Financial 2006 - 2008
GE Capital 2004 - 2006
GE Capital Headquarters 2002 - 2004
GE Capital Corporation 2000 - 2002
GE Capital Corporation 1998 - 2000
Chinese Academy of Sciences 1991 - 1993
Tsinghua University 1990 - 1991
Skills
Portfolio Management, CCAR, Regulatory Compliance, Due Diligence, Private Equity, Enterprise Risk..., Emerging Markets, Financial Risk, Consumer Financing, Workouts/Restructuring, Real Estate Finance, Leveraged Lending, Securitization Markets, M&A Due Diligence, Distressed Debt, NPL Portfolio Valuation, Economic Capital..., Corporate Credit..., Risk-Based Pricing, Regulatory Guidelines, Dodd-Frank, Regulatory Risk, Regulatory Reporting, Credit Risk
Education
Cornell University 1993 — 1998
Ph.D., International Economics
University of California, Berkeley 1987 — 1989
M.S., Physics
Rutgers University 1982 — 1987
B.S./B.A. Summa cum laude, Double major: Mechanical Engineering and Physics
David K Roberts's NewStar Financial Experience March 2004 - November 2007
Job Managing Partner at Middlebury Business Prep
Industry Professional Training & Coaching
Experience
Middlebury Business Prep April 2015 - Present
FWC Properties September 2007 - Present
Capco February 2012 - April 2015
FinServ Consulting August 2011 - January 2012
GoldenTree Asset Management January 2011 - July 2011
NorthPoint Solutions November 2007 - September 2009
NewStar Financial March 2004 - November 2007
Veda Consulting September 1999 - March 2004
Deloitte & Touche September 1996 - September 1999
Oil-Dri Corporation of America 1993 - 1995
Skills
Syndications, Commercial Lending, Portfolio Management, Accounting, Analysis, Real Estate Development, Rental Management, Vacation Rental, Business Analysis, Financial Analysis, B2B software, Finance, Project Management, Financial Services, Consulting, Investment Banking
Education
Florida State University - College of Business 1993 — 1996
Masters, Accounting Information Systems
Florida State University - College of Business 1992 — 1995
Bachelor, Accounting
Middlebury Business Prep April 2015 - Present
FWC Properties September 2007 - Present
Capco February 2012 - April 2015
FinServ Consulting August 2011 - January 2012
GoldenTree Asset Management January 2011 - July 2011
NorthPoint Solutions November 2007 - September 2009
NewStar Financial March 2004 - November 2007
Veda Consulting September 1999 - March 2004
Deloitte & Touche September 1996 - September 1999
Oil-Dri Corporation of America 1993 - 1995
Skills
Syndications, Commercial Lending, Portfolio Management, Accounting, Analysis, Real Estate Development, Rental Management, Vacation Rental, Business Analysis, Financial Analysis, B2B software, Finance, Project Management, Financial Services, Consulting, Investment Banking
Education
Florida State University - College of Business 1993 — 1996
Masters, Accounting Information Systems
Florida State University - College of Business 1992 — 1995
Bachelor, Accounting
Paul Trefry Paul Trefry's NewStar Financial Experience September 2002 - July 2005
Job Chariman & CEO at Operation Love the Children of Haiti
Industry Capital Markets
Experience
Operation Love the Children of Haiti September 2013 - Present
PanaMax Capital July 2012 - December 2013
Trefry & Company 2009 - July 2012
Black Diamond Capital Management March 2007 - May 2008
NewStar Financial September 2002 - July 2005
FleetBoston Securities January 2000 - August 2002
Fleet Securities January 1998 - December 2000
Fleet Securities June 1996 - December 1997
Citi March 1986 - June 1996
Skills
Leveraged Finance, Capital Markets, Private Equity, Mezzanine, Expert Witness, Structured Finance, Investments, Hedge Funds, Asset Management, Due Diligence, Valuation, Finance, Venture Capital, Syndications, Credit, Investment Banking, Corporate Finance, Securities, Trading
Education
Marquette University 1982 — 1985
BA, Business, Political Science
Operation Love the Children of Haiti September 2013 - Present
PanaMax Capital July 2012 - December 2013
Trefry & Company 2009 - July 2012
Black Diamond Capital Management March 2007 - May 2008
NewStar Financial September 2002 - July 2005
FleetBoston Securities January 2000 - August 2002
Fleet Securities January 1998 - December 2000
Fleet Securities June 1996 - December 1997
Citi March 1986 - June 1996
Skills
Leveraged Finance, Capital Markets, Private Equity, Mezzanine, Expert Witness, Structured Finance, Investments, Hedge Funds, Asset Management, Due Diligence, Valuation, Finance, Venture Capital, Syndications, Credit, Investment Banking, Corporate Finance, Securities, Trading
Education
Marquette University 1982 — 1985
BA, Business, Political Science
John Skayne John Skayne's NewStar Financial Experience 2007 - 2011
Job Vice President of Finance
Industry Banking
Experience
The Ironside Group, Inc. May 2013 - Present
Babson College May 2012 - May 2013
Old Mutual Asset Management March 2011 - May 2012
NewStar Financial 2007 - 2011
NewStar Financial 2006 - 2007
NewStar Financial 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Valuation, Critical Thinking, Problem Solving, Accounting, Corporate Finance, Corporate Development, Acquisition Analysis, Analysis, Bloomberg, Business Analysis, Business Valuation, Due Diligence, Finance, Financial Reporting, Management, Mergers, Portfolio Management, Start-ups, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA)
Providence College 1999 — 2003
BS, Finance
The Ironside Group, Inc. May 2013 - Present
Babson College May 2012 - May 2013
Old Mutual Asset Management March 2011 - May 2012
NewStar Financial 2007 - 2011
NewStar Financial 2006 - 2007
NewStar Financial 2005 - 2006
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Valuation, Critical Thinking, Problem Solving, Accounting, Corporate Finance, Corporate Development, Acquisition Analysis, Analysis, Bloomberg, Business Analysis, Business Valuation, Due Diligence, Finance, Financial Reporting, Management, Mergers, Portfolio Management, Start-ups, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 2012 — 2013
Master of Business Administration (MBA)
Providence College 1999 — 2003
BS, Finance
Ross Catlin Ross Catlin's NewStar Financial Experience 2008 - 2010
Job Managing Director Sponsor Coverage / Origination at Fifth Street
Industry Financial Services
Experience
Fifth Street Asset Management 2014 - Present
PNC 2011 - 2014
NewStar Financial 2008 - 2010
FirstLight Financial Corporation 2007 - 2008
Bank of Ireland 2003 - 2007
BNP Paribas 1996 - 2003
Ernst & Young 1993 - 1996
Skills
Due Diligence, Financial Structuring, Mezzanine, Leveraged Finance, Valuation, Corporate Finance, Financial Sponsors, Financial Modeling, Capital Markets, Equities, Private Equity, Finance
Education
Lafayette College
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance / Management
Fifth Street Asset Management 2014 - Present
PNC 2011 - 2014
NewStar Financial 2008 - 2010
FirstLight Financial Corporation 2007 - 2008
Bank of Ireland 2003 - 2007
BNP Paribas 1996 - 2003
Ernst & Young 1993 - 1996
Skills
Due Diligence, Financial Structuring, Mezzanine, Leveraged Finance, Valuation, Corporate Finance, Financial Sponsors, Financial Modeling, Capital Markets, Equities, Private Equity, Finance
Education
Lafayette College
BA, Economics
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
MBA, Finance / Management
Marty Loew's NewStar Financial Experience October 2013 - Present
Job Associate at NewStar Financial
Industry Financial Services
Experience
NewStar Financial October 2013 - Present
NewStar Financial January 2011 - October 2013
Bentley University September 2010 - May 2011
Bentley University September 2008 - May 2011
Barnes and Noble at Bentley University August 2009 - February 2011
Fidelity Investments June 2010 - August 2010
National Amusements June 2007 - August 2008
Skills
Investments, Financial Reporting, Economics, Portfolio Management, PowerPoint, Microsoft Excel, Leveraged Finance, Underwriting, Due Diligence, Financial Modeling, Bloomberg
Education
Bentley University 2008 — 2011
BS, Economics/Finance
NewStar Financial October 2013 - Present
NewStar Financial January 2011 - October 2013
Bentley University September 2010 - May 2011
Bentley University September 2008 - May 2011
Barnes and Noble at Bentley University August 2009 - February 2011
Fidelity Investments June 2010 - August 2010
National Amusements June 2007 - August 2008
Skills
Investments, Financial Reporting, Economics, Portfolio Management, PowerPoint, Microsoft Excel, Leveraged Finance, Underwriting, Due Diligence, Financial Modeling, Bloomberg
Education
Bentley University 2008 — 2011
BS, Economics/Finance
Laura Cella's NewStar Financial Experience April 2011 - May 2013
Job Credit Analyst Corporate Treasury
Industry Computer Software
Experience
Aspen Technology July 2013 - Present
NewStar Financial April 2011 - May 2013
State Street February 2009 - September 2010
Compliance Week February 2008 - February 2009
Salem State College September 2004 - December 2008
Skills
Financial Analysis, Bloomberg, Investments, Portfolio Management, Valuation, Capital Markets, Fixed Income, Financial Reporting, Risk Management, Asset Managment, Banking, Corporate Finance, Loans, Finance, Asset Management
Education
Salem State College 2004 — 2008
Bachelor of Science, Finance
Curry College
Candidate for MBA, Banking, Corporate, Finance, and Securities Law
Aspen Technology July 2013 - Present
NewStar Financial April 2011 - May 2013
State Street February 2009 - September 2010
Compliance Week February 2008 - February 2009
Salem State College September 2004 - December 2008
Skills
Financial Analysis, Bloomberg, Investments, Portfolio Management, Valuation, Capital Markets, Fixed Income, Financial Reporting, Risk Management, Asset Managment, Banking, Corporate Finance, Loans, Finance, Asset Management
Education
Salem State College 2004 — 2008
Bachelor of Science, Finance
Curry College
Candidate for MBA, Banking, Corporate, Finance, and Securities Law
Anil Daryani, CFA Anil Daryani, CFA's NewStar Financial Experience June 2006 - August 2006
Job Vice President, Portfolio Manager at BNY Mellon Wealth Management
Industry Investment Management
Experience
BNY Mellon Wealth Management January 2015 - Present
Auriga Corporation April 2009 - Present
UBS Financial Services Inc. July 2007 - January 2015
Smith Barney September 2005 - January 2007
NewStar Financial June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Equities, Alternative Investments, Finance, Hedge Funds, Private Equity, Bloomberg, Asset Management, Strategy, Investment Banking, Venture Capital
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Economics
BNY Mellon Wealth Management January 2015 - Present
Auriga Corporation April 2009 - Present
UBS Financial Services Inc. July 2007 - January 2015
Smith Barney September 2005 - January 2007
NewStar Financial June 2006 - August 2006
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Investments, Equities, Alternative Investments, Finance, Hedge Funds, Private Equity, Bloomberg, Asset Management, Strategy, Investment Banking, Venture Capital
Education
University of California, Berkeley 2003 — 2007
Bachelor of Science (BS), Bachelor of Arts (BA), Business Administration, Economics
Jen Hand Muldoon Jen Hand Muldoon's NewStar Financial Experience May 2013 - Present
Job
Industry Human Resources
Experience
NewStar Financial May 2013 - Present
NewStar Financial October 2012 - Present
Education
Babson College 2000 — 2002
B.S., Business Management
The George Washington University 1998 — 2000
Holderness
NewStar Financial May 2013 - Present
NewStar Financial October 2012 - Present
Education
Babson College 2000 — 2002
B.S., Business Management
The George Washington University 1998 — 2000
Holderness
Mathew Glauninger Mathew Glauninger's NewStar Financial Experience 2007 - 2008
Job Managing Partner at True North Capital Partners
Industry Financial Services
Experience
True North Capital Partners 2012 - Present
Wells Fargo 2010 - 2013
NewStar Financial 2007 - 2008
Belmont High School 2002 - 2007
FleetBoston Robertson Stephens 1996 - 2000
Intrinsa Corporation 1992 - 1994
Skills
Private Equity, Venture Capital, Finance, Securities, Portfolio Management, Financial Analysis, Investments, Networking, Entrepreneurship, Management, Banking, Treasury Management, New Business Development, Mergers & Acquisitions, Due Diligence, Financial Modeling, Start-ups, Strategy
Education
Harvard Graduate School of Education 2001 — 2002
MA, Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
MBA
Williams College 1981 — 1985
BA, Economics
Los Altos High School 1977 — 1981
True North Capital Partners 2012 - Present
Wells Fargo 2010 - 2013
NewStar Financial 2007 - 2008
Belmont High School 2002 - 2007
FleetBoston Robertson Stephens 1996 - 2000
Intrinsa Corporation 1992 - 1994
Skills
Private Equity, Venture Capital, Finance, Securities, Portfolio Management, Financial Analysis, Investments, Networking, Entrepreneurship, Management, Banking, Treasury Management, New Business Development, Mergers & Acquisitions, Due Diligence, Financial Modeling, Start-ups, Strategy
Education
Harvard Graduate School of Education 2001 — 2002
MA, Education
University of California, Berkeley - Walter A. Haas School of Business 1991 — 1992
MBA
Williams College 1981 — 1985
BA, Economics
Los Altos High School 1977 — 1981
Paul Horton Paul Horton's NewStar Financial Experience March 2015 - Present
Job Managing Director at NewStar Financial
Industry Investment Management
Experience
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
NewStar Financial March 2015 - Present
RBS Citizens July 2014 - March 2015
Berkshire Manufactured Products, Inc. March 2011 - June 2014
Arrowhead Mezzanine LLC September 2010 - June 2014
RBS Global Banking & Markets March 2009 - September 2010
RBS Global Banking & Markets October 2001 - March 2009
Heller Financial September 1997 - October 2001
NatWest Markets July 1990 - September 1997
Skills
Debt, Private Equity, Mezzanine, Equities, Buyouts, Workout, Leveraged Finance, LBO, Capital Markets, Restructuring, Credit Analysis, Due Diligence, Structured Finance, Capital, Finance, Investments, Acquisitions, Growth Capital, Recapitalizations, Middle Market, High Yield, Mutual Funds, Corporate Finance, Investment Banking, Financial Structuring
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Fairfield University 1986 — 1990
BS, Finance
Bergen Catholic 1982 — 1986
1986
Dave Floyd Dave Floyd's NewStar Financial Experience December 2007 - January 2008
Job Principal at Rhodes Associates
Industry Real Estate
Experience
Rhodes Associates June 2015 - Present
Town of Westport - Representative Town Meeting December 2011 - Present
Keller Augusta Partners October 2013 - June 2015
Summer Street Advisors, LLC January 2013 - October 2013
Concord Realty, LLC 2009 - December 2012
ARCH REsource, LLC May 2009 - July 2011
Apollo Real Estate Advisors June 2008 - December 2008
NewStar Financial December 2007 - January 2008
New City Corporation 2005 - 2007
merrill lynch 1996 - 2005
Skills
Investment Properties, Real Estate Development, Investments, Real Estate Economics, Real Estate, Asset Managment, Finance, Asset Management, Portfolio Management, Due Diligence, Underwriting, Commercial Real Estate, Valuation, Investors, Softball, Loans, CMBS, Management, Acquisitions, Credit Analysis, Financial Structuring
Education
University of Maryland College Park 1983 — 1987
BS, Accounting
Rhodes Associates June 2015 - Present
Town of Westport - Representative Town Meeting December 2011 - Present
Keller Augusta Partners October 2013 - June 2015
Summer Street Advisors, LLC January 2013 - October 2013
Concord Realty, LLC 2009 - December 2012
ARCH REsource, LLC May 2009 - July 2011
Apollo Real Estate Advisors June 2008 - December 2008
NewStar Financial December 2007 - January 2008
New City Corporation 2005 - 2007
merrill lynch 1996 - 2005
Skills
Investment Properties, Real Estate Development, Investments, Real Estate Economics, Real Estate, Asset Managment, Finance, Asset Management, Portfolio Management, Due Diligence, Underwriting, Commercial Real Estate, Valuation, Investors, Softball, Loans, CMBS, Management, Acquisitions, Credit Analysis, Financial Structuring
Education
University of Maryland College Park 1983 — 1987
BS, Accounting
Jeff French Jeff French's NewStar Financial Experience April 2006 - March 2008
Job MD at TriplePoint Capital
Industry Financial Services
Experience
TriplePoint Capital March 2008 - October 2008
NewStar Financial April 2006 - March 2008
GE Commercial Finance - Global Enterprise Group 2005 - 2006
GE Commercial Finance, Global Sponsor Finance 2002 - 2006
GE Capital - Global Sponsor Finance 2002 - 2006
GE Commercial Finance 2000 - 2006
General Electric 2000 - 2006
ABN Amro Bank 1987 - 2000
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1979 — 1981
BS, Human Resources - Labor Relations/Economics
TriplePoint Capital March 2008 - October 2008
NewStar Financial April 2006 - March 2008
GE Commercial Finance - Global Enterprise Group 2005 - 2006
GE Commercial Finance, Global Sponsor Finance 2002 - 2006
GE Capital - Global Sponsor Finance 2002 - 2006
GE Commercial Finance 2000 - 2006
General Electric 2000 - 2006
ABN Amro Bank 1987 - 2000
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1979 — 1981
BS, Human Resources - Labor Relations/Economics
Scott Mangan Scott Mangan's NewStar Financial Experience 2007 - 2008
Job Managing Director at Maidstone Capital
Industry Financial Services
Experience
Maidstone Capital 2008 - Present
NewStar Financial 2007 - 2008
John W. Loofbourrow Associates 2003 - 2007
Rothschild 2000 - 2003
Asset Guaranty 1997 - 1999
CapMAC 1995 - 1997
Moody's Investors Service 1991 - 1994
GE Capital 1976 - 1990
Skills
Structured Finance, Portfolio Management, Fixed Income, Due Diligence, Investment Banking, Capital Markets, Risk Management, Private Equity, Mergers & Acquisitions, Corporate Finance, Venture Capital, Management, Leveraged Finance, Hedge Funds, Structured Products, Financial Structuring, Alternative Investments, Securitization, LBO, ABS, High Yield, Securities
Education
Emory University - Goizueta Business School
MBA
Lafayette College
AB, Engineering
Maidstone Capital 2008 - Present
NewStar Financial 2007 - 2008
John W. Loofbourrow Associates 2003 - 2007
Rothschild 2000 - 2003
Asset Guaranty 1997 - 1999
CapMAC 1995 - 1997
Moody's Investors Service 1991 - 1994
GE Capital 1976 - 1990
Skills
Structured Finance, Portfolio Management, Fixed Income, Due Diligence, Investment Banking, Capital Markets, Risk Management, Private Equity, Mergers & Acquisitions, Corporate Finance, Venture Capital, Management, Leveraged Finance, Hedge Funds, Structured Products, Financial Structuring, Alternative Investments, Securitization, LBO, ABS, High Yield, Securities
Education
Emory University - Goizueta Business School
MBA
Lafayette College
AB, Engineering
Tyler Kramp's NewStar Financial Experience June 2015 - Present
Job Student at Boston College
Industry Financial Services
Experience
NewStar Financial June 2015 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Portfolio Management, Investments, Banking, Risk Management, Valuation, Capital Markets
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
NewStar Financial June 2015 - Present
Skills
Financial Analysis, Financial Modeling, Finance, Corporate Finance, Portfolio Management, Investments, Banking, Risk Management, Valuation, Capital Markets
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
Jeremy Back Jeremy Back's NewStar Financial Experience December 2006 - February 2009
Job President & CEO at Grosvenor Square Advisors, LLC
Industry Financial Services
Experience
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Grosvenor Square Advisors, LLC January 2013 - Present
NewStar Financial December 2006 - February 2009
GoldenTree Asset Management July 2005 - July 2006
Relational Advisors November 2003 - July 2005
Credit Suisse First Boston May 2000 - November 2002
CIBC World Markets July 1995 - March 2000
Merrill Lynch July 1993 - June 1995
Skills
Valuation, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Investments, Portfolio Management, Equities, Finance, Hedge Funds, Financial Analysis, Restructuring, Strategy, Leveraged Finance, Credit Analysis, Credit, LBO, Private Placements, Loans, Acquisitions, High Yield, Business Development
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BSE, Finance
Marlborough College
Schule Schloss Salem
Craig Hawkins Craig Hawkins's NewStar Financial Experience June 2014 - Present
Job Financial Analyst at Newstar Financial
Industry Financial Services
Experience
NewStar Financial June 2014 - Present
Fidelity Investments June 2013 - August 2013
Chubb May 2011 - August 2012
Basking Ridge Little League April 2007 - August 2010
Skills
Microsoft Word, Visio, PowerPoint, Lotus Notes, Access, Microsoft Office, Data Analysis, Insurance, Outlook, Customer Service, Time Management, Teamwork, Social Media, Business Analysis, Financial Analysis, Blogging, Fundraising, ', Cooking, Presenter, Public Speaking, Organization, Leadership, Research, Social Media Marketing, Product Marketing, Analysis, Marketing, Advertising, Product Management, Spanish, Social Networking, Microsoft Excel, Training
Education
Boston College - Carroll School of Management 2010 — 2014
Finance, Marketing
University of Florence 2012 — 2012
Study Abroad-Fall Semester
Ridge High School 2006 — 2010
NewStar Financial June 2014 - Present
Fidelity Investments June 2013 - August 2013
Chubb May 2011 - August 2012
Basking Ridge Little League April 2007 - August 2010
Skills
Microsoft Word, Visio, PowerPoint, Lotus Notes, Access, Microsoft Office, Data Analysis, Insurance, Outlook, Customer Service, Time Management, Teamwork, Social Media, Business Analysis, Financial Analysis, Blogging, Fundraising, ', Cooking, Presenter, Public Speaking, Organization, Leadership, Research, Social Media Marketing, Product Marketing, Analysis, Marketing, Advertising, Product Management, Spanish, Social Networking, Microsoft Excel, Training
Education
Boston College - Carroll School of Management 2010 — 2014
Finance, Marketing
University of Florence 2012 — 2012
Study Abroad-Fall Semester
Ridge High School 2006 — 2010
Jeff French Jeff French's NewStar Financial Experience May 2006 - February 2008
Job Head of Large Corporate Banking West Coast at HSBC
Industry Financial Services
Experience
HSBC April 2013 - Present
Pacific Edge Billing Companies October 2008 - December 2014
Citi October 2011 - 2013
Bank of the West December 2010 - October 2011
Pacific Edge Advisors October 2008 - October 2009
TriplePoint Capital March 2008 - October 2008
NewStar Financial May 2006 - February 2008
GE Commercial Finance May 2000 - May 2006
ABN AMRO May 1987 - May 2000
Crocker Bank 1981 - 1986
Skills
Series 79 - Investment..., Series 63
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1978 — 1981
BS, Human Resource Management - Labor Relations
Sonoma Valley High School 1972 — 1976
HSBC April 2013 - Present
Pacific Edge Billing Companies October 2008 - December 2014
Citi October 2011 - 2013
Bank of the West December 2010 - October 2011
Pacific Edge Advisors October 2008 - October 2009
TriplePoint Capital March 2008 - October 2008
NewStar Financial May 2006 - February 2008
GE Commercial Finance May 2000 - May 2006
ABN AMRO May 1987 - May 2000
Crocker Bank 1981 - 1986
Skills
Series 79 - Investment..., Series 63
Education
Saint Mary's College of California 1990 — 1992
MBA, Finance
California State University-Sacramento 1978 — 1981
BS, Human Resource Management - Labor Relations
Sonoma Valley High School 1972 — 1976
P R Buck Burnaman P R Buck Burnaman's NewStar Financial Experience March 2004 - December 2007
Job Managing Director at GreensLedge
Industry Financial Services
Experience
Dendera Capital LP June 2015 - Present
GreensLedge November 2012 - Present
Edgewood Capital Advisors January 2011 - Present
Murray & Burnaman LLC September 2009 - December 2012
California Coastal Communities June 1998 - February 2011
NewStar Financial March 2004 - December 2007
ING February 1994 - March 2004
Citicorp June 1990 - February 1994
Financial Security Assurance 1986 - 1989
EF Hutton 1983 - 1986
Skills
Real Estate, Structured Finance, Construction, Equity Valuation, Investment Banking, Investments, Finance, Capital Markets, Valuation, Trading, Securities, Fixed Income, Financial Structuring, Hedge Funds, Restructuring, Strategy, Asset Management, Bankruptcy, Bonds, Leveraged Finance, Portfolio Management, Emerging Markets, Structured Products, Mergers & Acquisitions, Real Estate Economics, Financial Services
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB
Phillips Academy 1974 — 1977
Diploma
Dendera Capital LP June 2015 - Present
GreensLedge November 2012 - Present
Edgewood Capital Advisors January 2011 - Present
Murray & Burnaman LLC September 2009 - December 2012
California Coastal Communities June 1998 - February 2011
NewStar Financial March 2004 - December 2007
ING February 1994 - March 2004
Citicorp June 1990 - February 1994
Financial Security Assurance 1986 - 1989
EF Hutton 1983 - 1986
Skills
Real Estate, Structured Finance, Construction, Equity Valuation, Investment Banking, Investments, Finance, Capital Markets, Valuation, Trading, Securities, Fixed Income, Financial Structuring, Hedge Funds, Restructuring, Strategy, Asset Management, Bankruptcy, Bonds, Leveraged Finance, Portfolio Management, Emerging Markets, Structured Products, Mergers & Acquisitions, Real Estate Economics, Financial Services
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB
Phillips Academy 1974 — 1977
Diploma
Wesley Black's NewStar Financial Experience June 2011 - April 2014
Job Associate at JMC Capital Partners
Industry Venture Capital & Private Equity
Experience
JMC Capital Partners May 2014 - Present
NewStar Financial June 2011 - April 2014
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income
Education
Boston University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
JMC Capital Partners May 2014 - Present
NewStar Financial June 2011 - April 2014
Merrill Lynch January 2010 - May 2010
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Private Equity, Capital Markets, Corporate Finance, Financial Analysis, Bloomberg Terminal, Fixed Income
Education
Boston University 2007 — 2011
Bachelor of Business Administration (BBA), Accounting and Finance
Scott Trefry Scott Trefry's NewStar Financial Experience January 2005 - Present
Job Managing Director at NewStar Financial
Industry Banking
Experience
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
NewStar Financial January 2005 - Present
Banc of America Securities 2004 - 2005
Fleet Bank 2000 - 2004
Skills
Financial Structuring, Capital Markets, Credit Analysis, Investment Banking, Credit Risk, Portfolio Management, Hedge Funds, Loans, Credit, Private Equity, Financial Modeling, Valuation, Leveraged Finance, Securities, Underwriting
Education
Boston College - Carroll School of Management 1997 — 2000
MBA, Business, Finance
Hamilton College 1992 — 1994
BA, Economics
Thayer Academy
Paul Feloney's NewStar Financial Experience September 2004 - December 2009
Job Senior Vice President & Team Leader at RBS Citizens
Industry Banking
Experience
RBS Citizens January 2010 - Present
NewStar Financial September 2004 - December 2009
FleetBoston Financial 2000 - 2004
BankBoston 1990 - 2000
Skills
Asset Based Lending, Leveraged Finance, Senior Debt Underwriting, Portfolio Management, Debt Restructuring, Credit Analysis, Due Diligence, Financial Analysis, LBO, Private Equity, Banking, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Management, Structured Finance, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
RBS Citizens January 2010 - Present
NewStar Financial September 2004 - December 2009
FleetBoston Financial 2000 - 2004
BankBoston 1990 - 2000
Skills
Asset Based Lending, Leveraged Finance, Senior Debt Underwriting, Portfolio Management, Debt Restructuring, Credit Analysis, Due Diligence, Financial Analysis, LBO, Private Equity, Banking, Commercial Banking, Commercial Lending, Risk Management, Credit Risk, Management, Structured Finance, Credit
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA, Finance
College of the Holy Cross 1981 — 1985
Bachelor of Arts (B.A.), Economics
Justin Nadile Justin Nadile's NewStar Financial Experience June 2006 - March 2008
Job Senior Associate at NewSpring Capital
Industry Investment Management
Experience
Linden Capital Partners June 2014 - August 2014
Pritzker Group April 2014 - June 2014
Symmetric Capital July 2010 - July 2013
Raymond James Investment Banking March 2008 - June 2010
NewStar Financial June 2006 - March 2008
Skills
Portfolio Management, Financial Services, Investments, Capital Raising, Mergers, Private Equity, Valuation, Venture Capital, Financial Modeling, Finance, Equities, Strategy, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Growth Capital, Hedge Funds, Mergers
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Babson College 2003 — 2006
Bachelor of Science, Finance and Legal Studies
Saint Lawrence University 2002 — 2003
Thayer Academy 1998 — 2002
Linden Capital Partners June 2014 - August 2014
Pritzker Group April 2014 - June 2014
Symmetric Capital July 2010 - July 2013
Raymond James Investment Banking March 2008 - June 2010
NewStar Financial June 2006 - March 2008
Skills
Portfolio Management, Financial Services, Investments, Capital Raising, Mergers, Private Equity, Valuation, Venture Capital, Financial Modeling, Finance, Equities, Strategy, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Growth Capital, Hedge Funds, Mergers
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Babson College 2003 — 2006
Bachelor of Science, Finance and Legal Studies
Saint Lawrence University 2002 — 2003
Thayer Academy 1998 — 2002
Gabriel A. Pozo Gabriel A. Pozo's NewStar Financial Experience June 2004 - February 2006
Job Private Equity Real Estate
Industry Real Estate
Experience
Advalurem Group August 2011 - Present
Madison International Realty August 2008 - July 2011
Credit Suisse February 2006 - May 2008
NewStar Financial June 2004 - February 2006
PricewaterhouseCoopers / KREC August 2001 - September 2004
Skills
Real Estate Private..., Acquisitions, Business Development, Capital Raising, Investment Management, Asset Managment, Financial Structuring, Capital Markets, Syndications, Structured Finance, Strategy
Education
New York University
Master of Science, Real Estate Finance & Investments
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration, Real Estate & Urban Land Economics
Advalurem Group August 2011 - Present
Madison International Realty August 2008 - July 2011
Credit Suisse February 2006 - May 2008
NewStar Financial June 2004 - February 2006
PricewaterhouseCoopers / KREC August 2001 - September 2004
Skills
Real Estate Private..., Acquisitions, Business Development, Capital Raising, Investment Management, Asset Managment, Financial Structuring, Capital Markets, Syndications, Structured Finance, Strategy
Education
New York University
Master of Science, Real Estate Finance & Investments
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration, Real Estate & Urban Land Economics
Jeff Oresik's NewStar Financial Experience May 2008 - Present
Job
Industry Financial Services
Experience
NewStar Financial May 2008 - Present
Fish & Richardson P.C. 2007 - 2008
Orizon Group March 2003 - January 2007
Skarda Equipment Company, Inc December 2001 - March 2003
AIR-Serv 1999 - 2001
CLS Investments, LLC 1996 - 1997
Indiana State University June 1995 - June 1996
Linton-Stockton Community Schools August 1992 - May 1995
Indiana State University August 1991 - June 1992
Tiffin University August 1990 - May 1991
Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching
Education
Indiana State University 1986 — 1993
BS & MS
Indiana State University 1982 — 1986
B.S. & M.S
Indiana State University 1982 — 1986
Bachelor's degree
NewStar Financial May 2008 - Present
Fish & Richardson P.C. 2007 - 2008
Orizon Group March 2003 - January 2007
Skarda Equipment Company, Inc December 2001 - March 2003
AIR-Serv 1999 - 2001
CLS Investments, LLC 1996 - 1997
Indiana State University June 1995 - June 1996
Linton-Stockton Community Schools August 1992 - May 1995
Indiana State University August 1991 - June 1992
Tiffin University August 1990 - May 1991
Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching
Education
Indiana State University 1986 — 1993
BS & MS
Indiana State University 1982 — 1986
B.S. & M.S
Indiana State University 1982 — 1986
Bachelor's degree
Rui Vieira, CPA, CGMA's NewStar Financial Experience 2006 - 2007
Job Director, Global Investments Financial Analysis at Sun Life Financial
Industry Financial Services
Experience
Sun Life Financial August 2014 - Present
Sun Life Financial 2010 - 2014
Sun Life Financial 2008 - 2010
NewStar Financial 2006 - 2007
Fidelity Investments-EBusiness Group 2005 - 2006
Ernst & Young LLP 1996 - 2004
Skills
Strategic Financial..., Finance, Financial Analysis, Investments, Accounting, Auditing, Portfolio Management, Financial Modeling, Corporate Finance, Variance Analysis, CPA, Risk Management, Essbase, Financial Accounting, Member of AICPA, Motivator, Team Leadership, Driving Results, Process Improvement, Performance Improvement, Performance Measurement, Finance Function..., Finance Function..., Customer Satisfaction, Presentation Skills, Organizational..., Credit Analysis, Banking, Asset Management, Financial Planning
Education
Boston University Questrom School of Business 2004 — 2006
MS/MBA, Finance, Information Systems
Babson College
BS, Accounting/MIS
Dartmouth High School
Sun Life Financial August 2014 - Present
Sun Life Financial 2010 - 2014
Sun Life Financial 2008 - 2010
NewStar Financial 2006 - 2007
Fidelity Investments-EBusiness Group 2005 - 2006
Ernst & Young LLP 1996 - 2004
Skills
Strategic Financial..., Finance, Financial Analysis, Investments, Accounting, Auditing, Portfolio Management, Financial Modeling, Corporate Finance, Variance Analysis, CPA, Risk Management, Essbase, Financial Accounting, Member of AICPA, Motivator, Team Leadership, Driving Results, Process Improvement, Performance Improvement, Performance Measurement, Finance Function..., Finance Function..., Customer Satisfaction, Presentation Skills, Organizational..., Credit Analysis, Banking, Asset Management, Financial Planning
Education
Boston University Questrom School of Business 2004 — 2006
MS/MBA, Finance, Information Systems
Babson College
BS, Accounting/MIS
Dartmouth High School
Matthew Garrett's NewStar Financial Experience January 2011 - April 2012
Job Senior Advisor to Soberlook and The Daily Shot
Industry Financial Services
Experience
Soberlook and The Daily Shot November 2014 - Present
NewStar Financial January 2011 - April 2012
(Private) January 2007 - November 2010
(Private) June 2009 - August 2010
Skills
Hedge Funds, Global Macro, Commodity, Bloomberg, Equities, Alternative Investments, Portfolio Management, Asset Managment, Derivatives, Fixed Income, Capital Markets, Credit, Investment Banking, Loans, Valuation, Financial Modeling, Bloomberg Terminal, Credit Risk, Leveraged Finance, Credit Analysis, Corporate Finance, Asset Allocation, Currency, Asset Management, Financial Structuring, Investments, Private Equity, Structured Finance
Education
University of North Carolina at Wilmington 2004 — 2008
B.S.B.A, Finance, Economics, environment
Soberlook and The Daily Shot November 2014 - Present
NewStar Financial January 2011 - April 2012
(Private) January 2007 - November 2010
(Private) June 2009 - August 2010
Skills
Hedge Funds, Global Macro, Commodity, Bloomberg, Equities, Alternative Investments, Portfolio Management, Asset Managment, Derivatives, Fixed Income, Capital Markets, Credit, Investment Banking, Loans, Valuation, Financial Modeling, Bloomberg Terminal, Credit Risk, Leveraged Finance, Credit Analysis, Corporate Finance, Asset Allocation, Currency, Asset Management, Financial Structuring, Investments, Private Equity, Structured Finance
Education
University of North Carolina at Wilmington 2004 — 2008
B.S.B.A, Finance, Economics, environment
Christopher Koenig's NewStar Financial Experience April 2007 - April 2008
Job Principal responsible for sellside/buyside/capital raising activites at G2 Capital Advisors, a boutique investment bank
Industry Financial Services
Experience
G2 Capital Advisors October 2013 - Present
TD Bank October 2010 - October 2013
India Brook Partners, LLC September 2008 - October 2010
NewStar Financial April 2007 - April 2008
Merrill Lynch January 2006 - March 2007
Merrill Lynch January 2003 - January 2005
Merrill Lynch July 2000 - January 2003
PricewaterhouseCoopers September 1998 - March 1999
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Investments, Financial Modeling, Valuation, Private Equity, Equities, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Strategy, Financial Analysis, Restructuring, Credit, Financial Risk, Business Development, Analysis, Venture Capital, Loans, Financial Structuring, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Finance/Economics
Hofstra University 1996 — 1998
Finance
Brentwood High School
G2 Capital Advisors October 2013 - Present
TD Bank October 2010 - October 2013
India Brook Partners, LLC September 2008 - October 2010
NewStar Financial April 2007 - April 2008
Merrill Lynch January 2006 - March 2007
Merrill Lynch January 2003 - January 2005
Merrill Lynch July 2000 - January 2003
PricewaterhouseCoopers September 1998 - March 1999
Skills
Due Diligence, Mergers & Acquisitions, Portfolio Management, Finance, Investments, Financial Modeling, Valuation, Private Equity, Equities, Structured Finance, Investment Banking, Capital Markets, Corporate Finance, Strategy, Financial Analysis, Restructuring, Credit, Financial Risk, Business Development, Analysis, Venture Capital, Loans, Financial Structuring, Alternative Investments, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
BS, Finance/Economics
Hofstra University 1996 — 1998
Finance
Brentwood High School
Cyrus Zahedi Cyrus Zahedi's NewStar Financial Experience June 2004 - September 2006
Job Vice President, Global Banking & Markets, Financial Institutions Group at HSBC
Industry Financial Services
Experience
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
HSBC March 2015 - Present
HSBC June 2011 - February 2015
CIBC World Markets March 2009 - March 2010
NAB September 2007 - December 2008
Banca Intesa September 2006 - September 2007
NewStar Financial June 2004 - September 2006
Skills
Credit Analysis, ISDA, Capital Markets, Prospectus, Financial Modeling, Investment Banking, Portfolio Management, Structured Finance, Valuation, Structured Products, Securitization, Corporate Finance, Derivatives, Fixed Income, Bloomberg, Equities, Credit Risk, Financial Analysis, Credit, Hedge Funds, Risk Management, Due Diligence, ABS, Commercial Banking, Financial Institutions, Securities
Education
Ivey Business School at Western University 2010 — 2011
MBA, Business Administration
Boston University Questrom School of Business 2000 — 2004
BSBA, Finance
Crescent School 1992 — 2000
Jim Synborski's NewStar Financial Experience June 2005 - May 2010
Job Vice President at TCW Special Situations Funds
Industry Banking
Experience
TCW Special Situations Funds January 2013 - Present
Regiment Capital Advisors, LP June 2010 - December 2012
NewStar Financial June 2005 - May 2010
Education
Babson College 2001 — 2005
Bachelor's, Finance
TCW Special Situations Funds January 2013 - Present
Regiment Capital Advisors, LP June 2010 - December 2012
NewStar Financial June 2005 - May 2010
Education
Babson College 2001 — 2005
Bachelor's, Finance
Anthony Maggiore Anthony Maggiore's NewStar Financial Experience February 2014 - April 2014
Job Senior Associate at Madison Capital Funding
Industry Financial Services
Experience
Madison Capital Funding September 2015 - Present
Madison Capital Funding April 2014 - September 2015
NewStar Financial February 2014 - April 2014
NewStar Financial June 2012 - February 2014
Robert W. Baird & Co. August 2011 - August 2011
Shorewood Recreation Department June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leveraged Finance, Financial Analysis, Financial Modeling, Business Analysis, Credit Analysis, Portfolio Management, Private Equity, Everest by Black..., Capital IQ, Wall Street Office
Education
Boston College - Carroll School of Management (Honors Program) 2008 — 2012
Bachelor of Science in Management - Honors, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Economics, Marketing, and Italian
Madison Capital Funding September 2015 - Present
Madison Capital Funding April 2014 - September 2015
NewStar Financial February 2014 - April 2014
NewStar Financial June 2012 - February 2014
Robert W. Baird & Co. August 2011 - August 2011
Shorewood Recreation Department June 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leveraged Finance, Financial Analysis, Financial Modeling, Business Analysis, Credit Analysis, Portfolio Management, Private Equity, Everest by Black..., Capital IQ, Wall Street Office
Education
Boston College - Carroll School of Management (Honors Program) 2008 — 2012
Bachelor of Science in Management - Honors, Finance
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Finance, Economics, Marketing, and Italian
Jacob Hixon's NewStar Financial Experience June 2012 - February 2014
Job Associate at Crescent Capital Group
Industry Investment Management
Experience
Crescent Capital Group March 2014 - Present
NewStar Financial June 2012 - February 2014
Kamylon Capital November 2011 - February 2012
State Street June 2011 - August 2011
New England Private Wealth Advisors May 2010 - December 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance and Economics
Lorenzo de'Medici 2011 — 2011
Economics, Marketing, Italian
Crescent Capital Group March 2014 - Present
NewStar Financial June 2012 - February 2014
Kamylon Capital November 2011 - February 2012
State Street June 2011 - August 2011
New England Private Wealth Advisors May 2010 - December 2010
Skills
Bloomberg, Capital IQ, Microsoft Office, Morningstar Office, Bloomberg Terminal, Financial Modeling, Financial Analysis, Valuation, Investments, Corporate Finance, Equities, Portfolio Management, Fixed Income, Leveraged Finance, Private Equity, DCM, Capital, Credit Analysis, Asset Allocation
Education
Bentley University 2008 — 2012
Bachelor of Science, Finance and Economics
Lorenzo de'Medici 2011 — 2011
Economics, Marketing, Italian
Andrew Goldsmith Andrew Goldsmith's NewStar Financial Experience February 2015 - Present
Job Asset Management & Treasury Senior Associate at NewStar Financial
Industry Investment Management
Experience
NewStar Financial February 2015 - Present
NewStar Financial March 2014 - February 2015
NewStar Financial April 2012 - February 2014
Hologic January 2012 - April 2012
Bentley University September 2011 - April 2012
Liberty Mutual Insurance May 2011 - August 2011
Community Financial Group May 2010 - January 2011
NameMedia May 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Microsoft Office, Excel, Stata, SPSS, Microsoft Excel, Analysis, Finance, Financial Analysis, Asset Management, Bloomberg, Valuation, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Finance, 3.8
Bryant University 2007 — 2011
BS, Finance; Economics, 3.7
NewStar Financial February 2015 - Present
NewStar Financial March 2014 - February 2015
NewStar Financial April 2012 - February 2014
Hologic January 2012 - April 2012
Bentley University September 2011 - April 2012
Liberty Mutual Insurance May 2011 - August 2011
Community Financial Group May 2010 - January 2011
NameMedia May 2010 - September 2010
Skills
Bloomberg Terminal, Factset, Microsoft Office, Excel, Stata, SPSS, Microsoft Excel, Analysis, Finance, Financial Analysis, Asset Management, Bloomberg, Valuation, Financial Modeling
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
Master's degree, Finance, 3.8
Bryant University 2007 — 2011
BS, Finance; Economics, 3.7
Drew Sadowsky's NewStar Financial Experience August 2010 - July 2013
Job Manager at Williams Distributing Company
Industry Investment Management
Experience
Williams Distributing Company August 2013 - Present
NewStar Financial August 2010 - July 2013
Trudeau & Trudeau Associates, Inc. September 2009 - December 2009
Williams Distributing June 2004 - August 2009
UBS Wealth Management May 2008 - July 2008
Skills
Financial Modeling, Bloomberg, Finance, Analysis, Asset Management, Microsoft Excel, Strategy, Financial Analysis, Corporate Finance, PowerPoint, Capital Markets, Fixed Income, Financial Risk, Accounting, Forecasting
Education
Bentley University 2009 — 2010
Masters of Science in Finance with a Quantitative Concentration, Finance
Bentley University 2005 — 2009
Bachelor of Science: Corporate Finance and Accounting, Finance, Accounting, and Quantitative Perspectives
Williams Distributing Company August 2013 - Present
NewStar Financial August 2010 - July 2013
Trudeau & Trudeau Associates, Inc. September 2009 - December 2009
Williams Distributing June 2004 - August 2009
UBS Wealth Management May 2008 - July 2008
Skills
Financial Modeling, Bloomberg, Finance, Analysis, Asset Management, Microsoft Excel, Strategy, Financial Analysis, Corporate Finance, PowerPoint, Capital Markets, Fixed Income, Financial Risk, Accounting, Forecasting
Education
Bentley University 2009 — 2010
Masters of Science in Finance with a Quantitative Concentration, Finance
Bentley University 2005 — 2009
Bachelor of Science: Corporate Finance and Accounting, Finance, Accounting, and Quantitative Perspectives
Margarita Linets's NewStar Financial Experience October 2007 - Present
Job Loan Operations Analyst at NewStar Financial
Industry Financial Services
Experience
NewStar Financial October 2007 - Present
Baystate Financial Services October 2006 - October 2007
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance
NewStar Financial October 2007 - Present
Baystate Financial Services October 2006 - October 2007
Education
Boston University Questrom School of Business 2003 — 2007
BSBA, Finance
Kris Terova Kris Terova's NewStar Financial Experience February 2015 - Present
Job Operations Analyst at NewStar Financial
Industry Banking
Experience
NewStar Financial February 2015 - Present
NewStar Financial October 2013 - February 2015
U.S. Bank May 2011 - October 2013
Skills
Loans, Banking, CLO Deal Administration, Equities
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Accounting
Boston Latin School 2001 — 2007
NewStar Financial February 2015 - Present
NewStar Financial October 2013 - February 2015
U.S. Bank May 2011 - October 2013
Skills
Loans, Banking, CLO Deal Administration, Equities
Education
Bentley University 2007 — 2011
Bachelor of Science (B.S.), Corporate Finance and Accounting
Boston Latin School 2001 — 2007
Bradley Coyle Bradley Coyle's NewStar Financial Experience August 2007 - March 2012
Job Vice President at Capital Crossing Servicing Company LLC
Industry Financial Services
Experience
Capital Crossing Servicing Company LLC October 2012 - Present
inVentiv Health March 2012 - October 2012
NewStar Financial August 2007 - March 2012
State Street Bank December 2004 - August 2007
Visory Group 2004 - 2004
Skills
Leadership, Financial Analysis, Banking, Risk Management, Management, Portfolio Management, Valuation, Financial Modeling, Finance, Investments, Loans, Capital Markets, Asset Management, Fixed Income, Credit Analysis
Education
Alfred University 2000 — 2004
BS, Business Administration With Concentration in MIS
Capital Crossing Servicing Company LLC October 2012 - Present
inVentiv Health March 2012 - October 2012
NewStar Financial August 2007 - March 2012
State Street Bank December 2004 - August 2007
Visory Group 2004 - 2004
Skills
Leadership, Financial Analysis, Banking, Risk Management, Management, Portfolio Management, Valuation, Financial Modeling, Finance, Investments, Loans, Capital Markets, Asset Management, Fixed Income, Credit Analysis
Education
Alfred University 2000 — 2004
BS, Business Administration With Concentration in MIS
Neil Whitman Neil Whitman's NewStar Financial Experience March 2012 - Present
Job Director/Capital Markets at NewStar Financial
Industry Financial Services
Experience
NewStar Financial March 2012 - Present
FlexSource Capital LLC 2011 - 2012
Strategic Capital Investments, LLC February 2010 - 2012
GE Commercial Finance August 2002 - December 2009
Mellon US Leasing August 1992 - February 2002
PLM International 1985 - 1991
Strick Corporation January 1982 - September 1986
Skills
Credit, Due Diligence, Credit Analysis, Syndications, Portfolio Management, Asset Based Lending, Financial Structuring, Capital Markets, Loans, Financial Analysis, Structured Finance, Negotiation, Leveraged Finance, Corporate Finance, Investment Banking, Finance, Leadership, Strategic Planning, Loan Origination, Business Development, Commercial Lending, Funding, Investments, Start-ups, Strategy
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance/Marketing
Tufts University 1971 — 1975
BS, Engineering
NewStar Financial March 2012 - Present
FlexSource Capital LLC 2011 - 2012
Strategic Capital Investments, LLC February 2010 - 2012
GE Commercial Finance August 2002 - December 2009
Mellon US Leasing August 1992 - February 2002
PLM International 1985 - 1991
Strick Corporation January 1982 - September 1986
Skills
Credit, Due Diligence, Credit Analysis, Syndications, Portfolio Management, Asset Based Lending, Financial Structuring, Capital Markets, Loans, Financial Analysis, Structured Finance, Negotiation, Leveraged Finance, Corporate Finance, Investment Banking, Finance, Leadership, Strategic Planning, Loan Origination, Business Development, Commercial Lending, Funding, Investments, Start-ups, Strategy
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance/Marketing
Tufts University 1971 — 1975
BS, Engineering
John Szramiak's NewStar Financial Experience June 2014 - Present
Job Leveraged Finance Analyst at NewStar Financial
Industry Investment Management
Experience
NewStar Financial June 2014 - Present
Skills
PowerPoint, Social Media, Time Management, Bloomberg Terminal, Microsoft Excel, Visual Basic, Public Speaking, Financial Statement..., Free Cash Flow, DCF Valuation, Value Investing, Risk Arbitrage, Six Sigma, Microsoft Word, Microsoft Office, Teamwork, Leadership, Social Networking, Event Planning
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science, Business Administration (Concentration in Finance); Minor in Economics
St. Augustine Preparatory School 2007 — 2010
International School of Brussels 2002 — 2007
NewStar Financial June 2014 - Present
Skills
PowerPoint, Social Media, Time Management, Bloomberg Terminal, Microsoft Excel, Visual Basic, Public Speaking, Financial Statement..., Free Cash Flow, DCF Valuation, Value Investing, Risk Arbitrage, Six Sigma, Microsoft Word, Microsoft Office, Teamwork, Leadership, Social Networking, Event Planning
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science, Business Administration (Concentration in Finance); Minor in Economics
St. Augustine Preparatory School 2007 — 2010
International School of Brussels 2002 — 2007
Eric Herr Eric Herr's NewStar Financial Experience June 2013 - Present
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial June 2013 - Present
The Carlyle Group November 2011 - Present
Churchill Financial February 2006 - January 2012
GE Antares January 2004 - February 2006
GE Commercial Finance January 1996 - January 2004
Transamerica 1990 - 1996
Skills
Buyouts, Finance, Corporate Finance, Private Equity, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Leveraged Finance
Education
Rider University 1984 — 1988
BS, Finance
NewStar Financial June 2013 - Present
The Carlyle Group November 2011 - Present
Churchill Financial February 2006 - January 2012
GE Antares January 2004 - February 2006
GE Commercial Finance January 1996 - January 2004
Transamerica 1990 - 1996
Skills
Buyouts, Finance, Corporate Finance, Private Equity, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Leveraged Finance
Education
Rider University 1984 — 1988
BS, Finance
Gregg Delany Gregg Delany's NewStar Financial Experience October 2004 - November 2005
Job Managing Director & Principal at Longitude Investment Advisors
Industry Banking
Experience
Longitude Investment Advisors July 2012 - Present
Morgan Investment Fund November 2008 - July 2012
Eurohypo AG November 2005 - July 2008
NewStar Financial October 2004 - November 2005
GE Asset Management July 2002 - October 2004
Fitch Ratings 1998 - 2001
Skills
CMBS, Structured Finance, Securitization, Mezzanine, Real Estate Economics, Capital Markets, Loan Origination, Financial Structuring, Valuation, Underwriting, Asset Managment, Loans, Private Equity, Portfolio Management, Credit Analysis, Due Diligence, Syndications, Investments, Investment Banking, Financial Modeling, Banking, Asset Management, Real Estate, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Colgate University 1982 — 1986
B.A.
Brunswick School
Longitude Investment Advisors July 2012 - Present
Morgan Investment Fund November 2008 - July 2012
Eurohypo AG November 2005 - July 2008
NewStar Financial October 2004 - November 2005
GE Asset Management July 2002 - October 2004
Fitch Ratings 1998 - 2001
Skills
CMBS, Structured Finance, Securitization, Mezzanine, Real Estate Economics, Capital Markets, Loan Origination, Financial Structuring, Valuation, Underwriting, Asset Managment, Loans, Private Equity, Portfolio Management, Credit Analysis, Due Diligence, Syndications, Investments, Investment Banking, Financial Modeling, Banking, Asset Management, Real Estate, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Colgate University 1982 — 1986
B.A.
Brunswick School
Dipen Patel, CFA's NewStar Financial Experience June 2005 - March 2008
Job Private Equity Investment Professional with Operating Experience
Industry Venture Capital & Private Equity
Experience
Valley Tool / GroupAero (Private Equity Owned) July 2014 - September 2015
Valley Tool / GroupAero September 2010 - September 2015
Corinthian Capital Group March 2008 - July 2014
Control Solutions 2008 - 2014
Sabre Industries, Inc. 2008 - 2012
AVL Digital 2008 - 2012
NewStar Financial June 2005 - March 2008
Skills
LBO, Private Equity, Due Diligence, Leveraged Finance, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Investment Banking, Recapitalizations, Mezzanine, Mergers & Acquisitions, M&A experience, Corporate Development, Business Valuation, Buyouts, DCF, Investments, Growth Capital, Deal Sourcing, Middle Market, Financial Analysis, Principal Investing, Executive Management
Education
Boston University - School of Management 2002 — 2005
B.S. In Business Administration, Finance & Accounting
Purdue University 2001 — 2002
Valley Tool / GroupAero (Private Equity Owned) July 2014 - September 2015
Valley Tool / GroupAero September 2010 - September 2015
Corinthian Capital Group March 2008 - July 2014
Control Solutions 2008 - 2014
Sabre Industries, Inc. 2008 - 2012
AVL Digital 2008 - 2012
NewStar Financial June 2005 - March 2008
Skills
LBO, Private Equity, Due Diligence, Leveraged Finance, Financial Modeling, Corporate Finance, Valuation, Capital Markets, Investment Banking, Recapitalizations, Mezzanine, Mergers & Acquisitions, M&A experience, Corporate Development, Business Valuation, Buyouts, DCF, Investments, Growth Capital, Deal Sourcing, Middle Market, Financial Analysis, Principal Investing, Executive Management
Education
Boston University - School of Management 2002 — 2005
B.S. In Business Administration, Finance & Accounting
Purdue University 2001 — 2002
Dylan Pond Dylan Pond's NewStar Financial Experience July 2015 - Present
Job Financial Analyst at NewStar Financial
Industry
Experience
NewStar Financial July 2015 - Present
GE Capital July 2014 - August 2014
Tradespoon May 2013 - August 2013
Spark Admissions May 2013 - August 2013
Bowdoin College June 2010 - August 2013
Skills
Microsoft Excel, Blogging, Sports, Market Research, Marketing, Marketing Strategy, Data Analysis, Event Planning, Public Speaking, Microsoft Word
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Economics and International Relations
NewStar Financial July 2015 - Present
GE Capital July 2014 - August 2014
Tradespoon May 2013 - August 2013
Spark Admissions May 2013 - August 2013
Bowdoin College June 2010 - August 2013
Skills
Microsoft Excel, Blogging, Sports, Market Research, Marketing, Marketing Strategy, Data Analysis, Event Planning, Public Speaking, Microsoft Word
Education
Tufts University 2011 — 2015
Bachelor’s Degree, Economics and International Relations
Julia Goldstein Julia Goldstein's NewStar Financial Experience June 2014 - August 2014
Job Wealth Management Intern at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - August 2015
Babson College May 2014 - May 2015
NewStar Financial June 2014 - August 2014
Babson College January 2014 - May 2014
Civitas Therapeutics May 2012 - August 2012
Skills
Microsoft Office, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Photoshop, Telephone Skills, Research, Public Speaking, Spreadsheets, Data Entry, Office Administration, Administrative..., Invoicing, Office Management, Time Management, Bookkeeping, Process Scheduler, Access, Administration, Facebook
Education
Babson College 2013 — 2016
Candidate for Bachelor of Science, Finance, General
Quinnipiac University 2012 — 2013
Finance, General
Lynnfield High School 2008 — 2012
High School Diploma
Merrill Lynch May 2015 - August 2015
Babson College May 2014 - May 2015
NewStar Financial June 2014 - August 2014
Babson College January 2014 - May 2014
Civitas Therapeutics May 2012 - August 2012
Skills
Microsoft Office, QuickBooks, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Photoshop, Telephone Skills, Research, Public Speaking, Spreadsheets, Data Entry, Office Administration, Administrative..., Invoicing, Office Management, Time Management, Bookkeeping, Process Scheduler, Access, Administration, Facebook
Education
Babson College 2013 — 2016
Candidate for Bachelor of Science, Finance, General
Quinnipiac University 2012 — 2013
Finance, General
Lynnfield High School 2008 — 2012
High School Diploma
Samir Yajnik's NewStar Financial Experience June 2006 - June 2007
Job Real Estate and Private Equity Executive
Industry Real Estate
Experience
Encore Capital Management March 2015 - Present
Blue Lotus Ventures May 2013 - Present
DeBartolo Development May 2010 - May 2013
SetPoint Partners June 2008 - May 2009
NewStar Financial June 2006 - June 2007
GE Capital June 2000 - June 2006
Skills
Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Investment Properties, Acquisitions, Private Equity, Real Estate Private..., Real Estate Acquisitions, Disposition, Real Estate Development, Commercial Real Estate, Land Acquisition, Location Intelligence, Mergers & Acquisitions, Asset Management, Real Estate Financing, Property Management, Leases, Finance, Portfolio Management, Financial Structuring, Capital Markets, Corporate Finance, Structured Finance, Investments, Equities, Executive Management, Real Estate Economics, CMBS, Brokerage, Real Estate Transactions, LBO, Shopping Centers, Entitlements, Financial Services, Tenant, Funding, Corporate Real Estate, Mezzanine, Investment Sales, Joint Ventures, Loan Origination, Feasibility Studies, Underwriting, Private Placements, Capital, Dispositions
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS in Real Estate with Honors, Real Estate, Finance, Entrepreneurship
General Electric Capital 2000 — 2003
Financial Management Program (FMP)
University of Kentucky 1996 — 2000
BBA in Finance with Honors, Major in Finance; Engineering Minor in Computer Science
Encore Capital Management March 2015 - Present
Blue Lotus Ventures May 2013 - Present
DeBartolo Development May 2010 - May 2013
SetPoint Partners June 2008 - May 2009
NewStar Financial June 2006 - June 2007
GE Capital June 2000 - June 2006
Skills
Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Valuation, Leveraged Finance, Investment Properties, Acquisitions, Private Equity, Real Estate Private..., Real Estate Acquisitions, Disposition, Real Estate Development, Commercial Real Estate, Land Acquisition, Location Intelligence, Mergers & Acquisitions, Asset Management, Real Estate Financing, Property Management, Leases, Finance, Portfolio Management, Financial Structuring, Capital Markets, Corporate Finance, Structured Finance, Investments, Equities, Executive Management, Real Estate Economics, CMBS, Brokerage, Real Estate Transactions, LBO, Shopping Centers, Entitlements, Financial Services, Tenant, Funding, Corporate Real Estate, Mezzanine, Investment Sales, Joint Ventures, Loan Origination, Feasibility Studies, Underwriting, Private Placements, Capital, Dispositions
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS in Real Estate with Honors, Real Estate, Finance, Entrepreneurship
General Electric Capital 2000 — 2003
Financial Management Program (FMP)
University of Kentucky 1996 — 2000
BBA in Finance with Honors, Major in Finance; Engineering Minor in Computer Science
Courtney Jane Brown's NewStar Financial Experience January 2010 - Present
Job
Industry Financial Services
Experience
NewStar Financial January 2010 - Present
NewStar Financial January 2009 - December 2009
NewStar Financial October 2007 - January 2009
NewStar Financial Inc. March 2007 - October 2007
NewStar Financial Inc. August 2005 - March 2007
Salon Buzz May 2002 - June 2005
Skills
Customer Service, Wall Street, Loans, Microsoft Excel, Finance, Banking, Accounting, Photography, Analysis, Portfolio Management, Financial Analysis
Education
Loyola University Chicago 1998 — 2003
B.A., Theater and Marketing
NewStar Financial January 2010 - Present
NewStar Financial January 2009 - December 2009
NewStar Financial October 2007 - January 2009
NewStar Financial Inc. March 2007 - October 2007
NewStar Financial Inc. August 2005 - March 2007
Salon Buzz May 2002 - June 2005
Skills
Customer Service, Wall Street, Loans, Microsoft Excel, Finance, Banking, Accounting, Photography, Analysis, Portfolio Management, Financial Analysis
Education
Loyola University Chicago 1998 — 2003
B.A., Theater and Marketing
Jennifer Kolb's NewStar Financial Experience June 2006 - January 2008
Job Assistant Director of Admissions, University of North Carolina at Chapel Hill
Industry Higher Education
Experience
University of North Carolina at Chapel Hill September 2012 - October 2014
Piedmont Investment Advisors July 2010 - May 2011
Cambridge Associates February 2008 - June 2010
NewStar Financial June 2006 - January 2008
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master of Education (M.Ed.), School Counseling
Harvard University 2002 — 2006
Bachelor of Arts, Psychology
University of North Carolina at Chapel Hill September 2012 - October 2014
Piedmont Investment Advisors July 2010 - May 2011
Cambridge Associates February 2008 - June 2010
NewStar Financial June 2006 - January 2008
Education
University of North Carolina at Chapel Hill 2011 — 2012
Master of Education (M.Ed.), School Counseling
Harvard University 2002 — 2006
Bachelor of Arts, Psychology
Brian Fischesser's NewStar Financial Experience July 2006 - December 2009
Job Controller at Audax Group
Industry Financial Services
Experience
Audax Group September 2015 - Present
NewStar Financial, Inc. January 2010 - September 2015
NewStar Financial July 2006 - December 2009
White Mountains Capital 2002 - 2006
First Industrial Realty Trust, Inc. 1997 - 2002
Skills
CPA, SEC filings, Financial Reporting, Financial Accounting, Investor Relations, Investment Advisers Act, Registered Investment..., Investment Advisor..., Financial Services, Industrial Real Estate, Property & Casualty..., Accounting, Asset Management, Due Diligence, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Audax Group September 2015 - Present
NewStar Financial, Inc. January 2010 - September 2015
NewStar Financial July 2006 - December 2009
White Mountains Capital 2002 - 2006
First Industrial Realty Trust, Inc. 1997 - 2002
Skills
CPA, SEC filings, Financial Reporting, Financial Accounting, Investor Relations, Investment Advisers Act, Registered Investment..., Investment Advisor..., Financial Services, Industrial Real Estate, Property & Casualty..., Accounting, Asset Management, Due Diligence, Financial Analysis, Financial Modeling
Education
University of Notre Dame 1992 — 1996
Bachelor of Business Administration (B.B.A.), Accounting
Derek Dubois's NewStar Financial Experience January 2013 - Present
Job Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial January 2013 - Present
NewStar Financial April 2006 - Present
Bank of America May 2000 - April 2006
Fleet Boston Financial 2001 - 2003
Skills
Financial Modeling, Risk Management, Asset Management, Forecasting, Financial Risk, Strategy, Securitization, Management, Funding, Valuation, Asset Allocation, Portfolio Management, Capital Markets, Financial Analysis, Asset Based Lending, Corporate Finance, Bloomberg, Private Equity, Due Diligence, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Bentley University 1997 — 2001
Bachelors of Science, Finance
Saint Lawrence University 1997 — 1998
NewStar Financial January 2013 - Present
NewStar Financial April 2006 - Present
Bank of America May 2000 - April 2006
Fleet Boston Financial 2001 - 2003
Skills
Financial Modeling, Risk Management, Asset Management, Forecasting, Financial Risk, Strategy, Securitization, Management, Funding, Valuation, Asset Allocation, Portfolio Management, Capital Markets, Financial Analysis, Asset Based Lending, Corporate Finance, Bloomberg, Private Equity, Due Diligence, Investments
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2011
MBA
Bentley University 1997 — 2001
Bachelors of Science, Finance
Saint Lawrence University 1997 — 1998
Frank Puccio's NewStar Financial Experience June 2008 - December 2010
Job Senior Associate at Audax Private Equity
Industry Venture Capital & Private Equity
Experience
Audax Group July 2015 - Present
Quad-C Management, Inc. July 2013 - June 2015
RBS Citizens Capital Markets May 2012 - July 2013
RBS Citizens Capital Markets December 2010 - May 2012
NewStar Financial June 2008 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
LBO, Leveraged Finance, Debt, Credit Analysis, Capital Markets, Financial Modeling, Financial Structuring, Private Equity, Investment Banking
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporate Finance and Accounting
RMIT University 2006 — 2006
Audax Group July 2015 - Present
Quad-C Management, Inc. July 2013 - June 2015
RBS Citizens Capital Markets May 2012 - July 2013
RBS Citizens Capital Markets December 2010 - May 2012
NewStar Financial June 2008 - December 2010
Merrill Lynch June 2007 - August 2007
Skills
LBO, Leveraged Finance, Debt, Credit Analysis, Capital Markets, Financial Modeling, Financial Structuring, Private Equity, Investment Banking
Education
Bentley University 2004 — 2008
Bachelor of Science, Corporate Finance and Accounting
RMIT University 2006 — 2006
Nick Ganias's NewStar Financial Experience P&L AnalystJWM PartnersJuly 2005 - April 2007
Job Analyst at NewStar Financial
Industry Banking
Experience
NewStar Financial P&L AnalystJWM PartnersJuly 2005 - April 2007
JWM Partners July 2005 - April 2007
Education
Boston University Questrom School of Business 2001 — 2005
NewStar Financial P&L AnalystJWM PartnersJuly 2005 - April 2007
JWM Partners July 2005 - April 2007
Education
Boston University Questrom School of Business 2001 — 2005
Mary L. Baccash's NewStar Financial Experience July 2006 - April 2009
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs December 2014 - Present
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
NewStar Financial July 2006 - April 2009
Skills
Real Estate, Due Diligence, Bloomberg, Mergers & Acquisitions, Financial Analysis, Investment Banking, Microsoft Excel, Argus Modeling, Corporate Finance, Equity Research, Equities, Financial Modeling, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Real Estate
Williams College 2001 — 2005
BA, Economics
Goldman Sachs December 2014 - Present
Goldman Sachs July 2011 - Present
Goldman Sachs June 2010 - August 2010
NewStar Financial July 2006 - April 2009
Skills
Real Estate, Due Diligence, Bloomberg, Mergers & Acquisitions, Financial Analysis, Investment Banking, Microsoft Excel, Argus Modeling, Corporate Finance, Equity Research, Equities, Financial Modeling, Private Equity, Valuation
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Finance and Real Estate
Williams College 2001 — 2005
BA, Economics
Walter Marullo's NewStar Financial Experience December 2005 - Present
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
NewStar Financial December 2005 - Present
Sovereign Bankcorp, Inc. December 2004 - December 2005
FleetBoston Financial November 2001 - April 2004
FleetBoston Financial September 2000 - November 2001
BankBoston, N.A. September 1996 - September 2000
BankBoston, N.A. October 1993 - September 1996
BankBoston, N.A. February 1992 - October 1993
BankBoston, N.A. July 1990 - February 1992
Skills
Valuation, Leadership, Management, Leveraged Finance, Credit Analysis, Corporate Finance, Healthcare Finance, Equities, Executive Management, Investments, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence, Healthcare, Structured Finance, Capital Markets, Financial Analysis, Bloomberg
Education
University of Virginia Darden School of Business 1988 — 1990
MBA
Harvard University 1978 — 1982
A.B., Biology
Ken Pulido's NewStar Financial Experience April 2006 - December 2009
Job CFO at NG Advantage LLC
Industry Renewables & Environment
Geoffrey Rhizor's NewStar Financial Experience June 2007 - January 2008
Job Vice President at JMP Group
Industry Investment Banking
Experience
JMP Group August 2014 - Present
martinwolf M&A Advisors July 2013 - July 2014
Martin Wolf M&A Advisors March 2012 - July 2013
Martin Wolf M&A Advisors January 2012 - March 2012
Wedbush Securities September 2011 - January 2012
Wedbush Securities August 2010 - September 2011
Martin Wolf Securities April 2010 - August 2010
Martin Wolf Securities April 2008 - March 2010
NewStar Financial June 2007 - January 2008
Wachovia May 2006 - August 2006
Skills
M&A Advisory, Investment Banking, Raising Venture Capital, Raising Growth Capital, Debt Structuring, IPO, Mergers, Growth Capital, Venture Capital, Debt Restructuring, Private Equity, Financial Modeling, Mergers & Acquisitions, LBO, Finance, Corporate Development
Education
Boston University Questrom School of Business 2004 — 2007
BSBA, Concentration in Finance and Law with a minor in History
JMP Group August 2014 - Present
martinwolf M&A Advisors July 2013 - July 2014
Martin Wolf M&A Advisors March 2012 - July 2013
Martin Wolf M&A Advisors January 2012 - March 2012
Wedbush Securities September 2011 - January 2012
Wedbush Securities August 2010 - September 2011
Martin Wolf Securities April 2010 - August 2010
Martin Wolf Securities April 2008 - March 2010
NewStar Financial June 2007 - January 2008
Wachovia May 2006 - August 2006
Skills
M&A Advisory, Investment Banking, Raising Venture Capital, Raising Growth Capital, Debt Structuring, IPO, Mergers, Growth Capital, Venture Capital, Debt Restructuring, Private Equity, Financial Modeling, Mergers & Acquisitions, LBO, Finance, Corporate Development
Education
Boston University Questrom School of Business 2004 — 2007
BSBA, Concentration in Finance and Law with a minor in History
Jon Bassett's NewStar Financial Experience June 2007 - December 2009
Job Trader at Castle Hill Asset Management
Industry Investment Management
Experience
Castle Hill Asset Management January 2010 - Present
NewStar Financial June 2007 - December 2009
Goldman Sachs International June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
New York Life Insurance Company June 2000 - December 2004
Education
Yale University - Yale School of Management 2005 — 2007
Fordham University 1996 — 2000
Northfield Mount Hermon School 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Castle Hill Asset Management January 2010 - Present
NewStar Financial June 2007 - December 2009
Goldman Sachs International June 2006 - August 2006
Deutsche Bank June 2005 - August 2005
New York Life Insurance Company June 2000 - December 2004
Education
Yale University - Yale School of Management 2005 — 2007
Fordham University 1996 — 2000
Northfield Mount Hermon School 1995 — 1996
Acton Boxborough Regional High School 1991 — 1995
Mark Du Four's NewStar Financial Experience June 2004 - Present
Job Managing Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
Brian Ricker's NewStar Financial Experience April 2007 - September 2009
Job Vice President at Citizens Capital Markets
Industry Capital Markets
Experience
Citizens Capital Markets March 2013 - Present
RBS Citizens Capital Markets December 2010 - February 2013
RBS Citizens, N.A. December 2009 - December 2010
NewStar Financial April 2007 - September 2009
Sovereign Bank June 2005 - April 2007
Meridian Investments August 2003 - June 2005
Skills
Banking, Bloomberg, Capital Markets, Credit, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Leveraged Finance, Loans, Financial Risk, Credit Analysis, Private Equity, Syndications, Securities, Valuation
Education
Boston University Questrom School of Business 2009 — 2010
M.Sc. Investment Management (MSIM)
East Carolina University 1995 — 2000
Citizens Capital Markets March 2013 - Present
RBS Citizens Capital Markets December 2010 - February 2013
RBS Citizens, N.A. December 2009 - December 2010
NewStar Financial April 2007 - September 2009
Sovereign Bank June 2005 - April 2007
Meridian Investments August 2003 - June 2005
Skills
Banking, Bloomberg, Capital Markets, Credit, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Banking, Investments, Leveraged Finance, Loans, Financial Risk, Credit Analysis, Private Equity, Syndications, Securities, Valuation
Education
Boston University Questrom School of Business 2009 — 2010
M.Sc. Investment Management (MSIM)
East Carolina University 1995 — 2000
Alex Patrick, CFA's NewStar Financial Experience 2007 - 2008
Job Sr. Investment Analyst Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2008 - 2015
NewStar Financial 2007 - 2008
Loomis Sayles 1993 - 2007
Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
Master of Business Administration (M.B.A.)
Fitchburg State University 1984 — 1988
Bachelor’s Degree, Mathematics
Manulife Asset Management 2008 - 2015
NewStar Financial 2007 - 2008
Loomis Sayles 1993 - 2007
Skills
Fixed Income, Portfolio Management, Leveraged Finance, Capital Markets, Equities, Asset Management
Education
D'Amore-McKim School of Business at Northeastern University 1991 — 1993
Master of Business Administration (M.B.A.)
Fitchburg State University 1984 — 1988
Bachelor’s Degree, Mathematics
Sean O'Grady's NewStar Financial Experience June 2010 - June 2012
Job Associate, J.P. Morgan Real Estate and Lodging Investment Banking
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
Kellogg School of Management August 2012 - Present
J.P. Morgan June 2013 - August 2013
NewStar Financial June 2010 - June 2012
LNR Property Corporation October 2009 - June 2010
Anglo Irish Bank November 2007 - October 2009
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Williams College 2003 — 2007
J.P. Morgan July 2014 - Present
Kellogg School of Management August 2012 - Present
J.P. Morgan June 2013 - August 2013
NewStar Financial June 2010 - June 2012
LNR Property Corporation October 2009 - June 2010
Anglo Irish Bank November 2007 - October 2009
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Williams College 2003 — 2007
Kristen Abels's NewStar Financial Experience February 2014 - Present
Job Vice President at NewStar Financial
Industry Banking
Experience
NewStar Financial February 2014 - Present
NewStar Financial June 2006 - February 2014
Skills
Capital Markets
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Boston College 2002 — 2006
BS Business Management (Finance); BA German Studies
NewStar Financial February 2014 - Present
NewStar Financial June 2006 - February 2014
Skills
Capital Markets
Education
Boston University Questrom School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
Boston College 2002 — 2006
BS Business Management (Finance); BA German Studies
Jennifer Drumm's NewStar Financial Experience April 2007 - January 2008
Job SVP, COO Mid Corporate and Industry Verticals at Citizens Financial Group, Inc.
Industry Banking
Experience
Citizens Commercial Banking January 2015 - Present
Citizens Commercial Banking August 2011 - December 2014
RBS Business Capital April 2008 - August 2011
NewStar Financial April 2007 - January 2008
Citizens Bank October 2001 - April 2007
Wells Fargo Retail Finance 1997 - 2001
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Banking, Underwriting, Loans, Credit Risk, Middle Market, Finance
Education
Bryant University 1989 — 1993
BS, Finance
Citizens Commercial Banking January 2015 - Present
Citizens Commercial Banking August 2011 - December 2014
RBS Business Capital April 2008 - August 2011
NewStar Financial April 2007 - January 2008
Citizens Bank October 2001 - April 2007
Wells Fargo Retail Finance 1997 - 2001
Skills
Credit Analysis, Commercial Lending, Commercial Banking, Credit, Portfolio Management, Banking, Underwriting, Loans, Credit Risk, Middle Market, Finance
Education
Bryant University 1989 — 1993
BS, Finance
Mark Douglass's NewStar Financial Experience February 2006 - November 2007
Job Director Structured Finance Credit | Open to new opportunities
Industry Financial Services
Experience
Leaders in Structured Finance Credit in the Greater New York City Area 2012 - Present
First Sustainable, LLC April 2010 - Present
Consultant August 2008 - April 2012
Sunrise Securities July 2009 - 2010
NewStar Financial February 2006 - November 2007
Fitch Ratings May 2004 - January 2006
Security Guaranty Holdings May 2002 - April 2004
GenRe Securities April 1997 - April 2002
Moody's February 1995 - March 1997
Bear Stearns June 1989 - January 1995
Skills
Structured Finance, ABS, Credit, Swaps, Structured Products, MBS, Securitization, Asset-backed..., RMBS, CDO, Portfolio Management, Valuation, Securities, CMBS, Finance, Capital Markets, Residential Mortgages, Derivatives
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Washington University in St. Louis 1979 — 1983
BS, Engineering
Leaders in Structured Finance Credit in the Greater New York City Area 2012 - Present
First Sustainable, LLC April 2010 - Present
Consultant August 2008 - April 2012
Sunrise Securities July 2009 - 2010
NewStar Financial February 2006 - November 2007
Fitch Ratings May 2004 - January 2006
Security Guaranty Holdings May 2002 - April 2004
GenRe Securities April 1997 - April 2002
Moody's February 1995 - March 1997
Bear Stearns June 1989 - January 1995
Skills
Structured Finance, ABS, Credit, Swaps, Structured Products, MBS, Securitization, Asset-backed..., RMBS, CDO, Portfolio Management, Valuation, Securities, CMBS, Finance, Capital Markets, Residential Mortgages, Derivatives
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Washington University in St. Louis 1979 — 1983
BS, Engineering
Gabriel Toubia's NewStar Financial Experience November 2010 - November 2011
Job Credit & Risk Professional seeking new credit or business development opportunity
Industry Financial Services
Experience
Credit Specialist March 2014 - Present
Citibank November 2011 - July 2013
NewStar Financial November 2010 - November 2011
TD Equipment Finance, Inc. May 2006 - October 2010
GMAC Commercial Finance, Inc., Equipment Finance Division November 2003 - April 2005
Boeing Capital Corporation 2000 - 2003
Saudi Investment Bank, Riyadh, Saudi Arabia February 1998 - December 1998
Skills
Credit, Commercial Banking, Credit Analysis, Corporate Finance, Portfolio Management, Commercial Lending, Finance, Small Business Lending, Financial Analysis, Financial Risk, Credit Risk, Banking, Capital Markets, Loans, Financial Modeling, Financial Services, Asset Based Lending, Due Diligence
Education
State University of New York at Binghamton
MBA, Finance
State University of New York College at Brockport
B.S., Finance
New York University 1996 — 1997
Certificate in Investment Banking
Credit Specialist March 2014 - Present
Citibank November 2011 - July 2013
NewStar Financial November 2010 - November 2011
TD Equipment Finance, Inc. May 2006 - October 2010
GMAC Commercial Finance, Inc., Equipment Finance Division November 2003 - April 2005
Boeing Capital Corporation 2000 - 2003
Saudi Investment Bank, Riyadh, Saudi Arabia February 1998 - December 1998
Skills
Credit, Commercial Banking, Credit Analysis, Corporate Finance, Portfolio Management, Commercial Lending, Finance, Small Business Lending, Financial Analysis, Financial Risk, Credit Risk, Banking, Capital Markets, Loans, Financial Modeling, Financial Services, Asset Based Lending, Due Diligence
Education
State University of New York at Binghamton
MBA, Finance
State University of New York College at Brockport
B.S., Finance
New York University 1996 — 1997
Certificate in Investment Banking
Matt Worman's NewStar Financial Experience March 2014 - Present
Job Vice President Business Development
Industry Financial Services
Experience
NewStar Financial March 2014 - Present
Nations Equipment Finance March 2012 - February 2014
First National Capital Corporation March 2005 - March 2012
North Coast Business Systems 2002 - 2005
Skills
Sales, Financial Analysis, Management, Customer Service, Strategic Planning, Sales Management, Team Building, Contract Negotiation, Cold Calling, Marketing
Education
Kent State University 1998 — 2002
Bachelors, Business Communications
NewStar Financial March 2014 - Present
Nations Equipment Finance March 2012 - February 2014
First National Capital Corporation March 2005 - March 2012
North Coast Business Systems 2002 - 2005
Skills
Sales, Financial Analysis, Management, Customer Service, Strategic Planning, Sales Management, Team Building, Contract Negotiation, Cold Calling, Marketing
Education
Kent State University 1998 — 2002
Bachelors, Business Communications
Will Pearce's NewStar Financial Experience 2008 - 2009
Job Associate at RBS Citizens
Industry Banking
Experience
RBS Citizens, NA October 2009 - Present
NewStar Financial 2008 - 2009
JPMorgan Chase May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Capital Markets, Credit Analysis, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Financial Risk, Underwriting, Loan Origination, Cash Flow Forecasting, Credit Risk, CLO, High Yield
Education
Babson College 2004 — 2008
BS, Economics, Finance
RBS Citizens, NA October 2009 - Present
NewStar Financial 2008 - 2009
JPMorgan Chase May 2007 - August 2007
Skills
Financial Modeling, Portfolio Management, Capital Markets, Credit Analysis, Financial Analysis, Corporate Finance, Banking, Leveraged Finance, Financial Risk, Underwriting, Loan Origination, Cash Flow Forecasting, Credit Risk, CLO, High Yield
Education
Babson College 2004 — 2008
BS, Economics, Finance
Mark Denomme's NewStar Financial Experience May 2012 - April 2014
Job Managing Director at Siguler Guff
Industry Investment Management
Experience
Siguler Guff & Company April 2014 - Present
Newstar Financial May 2012 - April 2014
Hercules Technology Growth Capital October 2006 - May 2012
Consilium Partners March 2000 - 2006
Bank of Boston 1988 - 2000
Skills
Private Equity, LBO, Mergers, Investment Banking, Corporate Finance, Leveraged Finance, Buyouts, Growth Capital, Mezzanine, Capital Raising, Capital Markets, Middle Market, Portfolio Management, Deal Sourcing, Mergers & Acquisitions, IPO
Education
University of Michigan 1984 — 1988
BBA
Siguler Guff & Company April 2014 - Present
Newstar Financial May 2012 - April 2014
Hercules Technology Growth Capital October 2006 - May 2012
Consilium Partners March 2000 - 2006
Bank of Boston 1988 - 2000
Skills
Private Equity, LBO, Mergers, Investment Banking, Corporate Finance, Leveraged Finance, Buyouts, Growth Capital, Mezzanine, Capital Raising, Capital Markets, Middle Market, Portfolio Management, Deal Sourcing, Mergers & Acquisitions, IPO
Education
University of Michigan 1984 — 1988
BBA
Robert Hornstein's NewStar Financial Experience February 2005 - Present
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial February 2005 - Present
Bank of America/Fleet Securities 2000 - 2005
Skills
Capital Markets, Investments, Private Equity, Financial Modeling, Credit, Corporate Finance, Valuation, Investment Banking, Restructuring, LBO
Education
Columbia University - Columbia Business School 1990 — 1992
mba, Finance/Accounting
Case Western Reserve University 1981 — 1985
BS, Mechanical Engineering, Graduated w honors.
NewStar Financial February 2005 - Present
Bank of America/Fleet Securities 2000 - 2005
Skills
Capital Markets, Investments, Private Equity, Financial Modeling, Credit, Corporate Finance, Valuation, Investment Banking, Restructuring, LBO
Education
Columbia University - Columbia Business School 1990 — 1992
mba, Finance/Accounting
Case Western Reserve University 1981 — 1985
BS, Mechanical Engineering, Graduated w honors.
Cordes Mark's NewStar Financial Experience 2004 - 2007
Job Managing Director, Audax Private Equity
Industry Investment Management
Experience
Audax Private Equity April 2008 - Present
NewStar Financial 2004 - 2007
Fleet Bank 1997 - 2004
Bank of America 1991 - 1997
Skills
Private Equity, Leveraged Finance, LBO, Mezzanine, Capital Markets, Investment Banking, Middle Market, Valuation, Financial Structuring, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Venture Capital, Mergers, Structured Finance, Growth Capital, Portfolio Management, Investments, Equities, Debt Restructuring, Asset Managment, M&A experience, Mergers & Acquisitions
Education
The University of Chicago 1994 — 1996
MBA, Finance
Babson College 1987 — 1991
BS, Accounting and Finance
Audax Private Equity April 2008 - Present
NewStar Financial 2004 - 2007
Fleet Bank 1997 - 2004
Bank of America 1991 - 1997
Skills
Private Equity, Leveraged Finance, LBO, Mezzanine, Capital Markets, Investment Banking, Middle Market, Valuation, Financial Structuring, Financial Modeling, Hedge Funds, Corporate Finance, Due Diligence, Venture Capital, Mergers, Structured Finance, Growth Capital, Portfolio Management, Investments, Equities, Debt Restructuring, Asset Managment, M&A experience, Mergers & Acquisitions
Education
The University of Chicago 1994 — 1996
MBA, Finance
Babson College 1987 — 1991
BS, Accounting and Finance
Scott Reeds's NewStar Financial Experience April 2007 - July 2010
Job at RBS Citizens
Industry Banking
Experience
Citizens Financial Group July 2010 - Present
NewStar Financial April 2007 - July 2010
Wachovia Securities, LLC August 2001 - March 2007
Skills
Capital Markets, Leveraged Finance, Financial Modeling, Investment Banking, Private Equity, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Structuring, Commercial Lending, Credit, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Corporate Finance Concentration
University of Vermont 1990 — 1994
BA, History Major, Mathematics and Political Science Minors
Citizens Financial Group July 2010 - Present
NewStar Financial April 2007 - July 2010
Wachovia Securities, LLC August 2001 - March 2007
Skills
Capital Markets, Leveraged Finance, Financial Modeling, Investment Banking, Private Equity, Credit Analysis, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Due Diligence, Financial Structuring, Commercial Lending, Credit, Loans
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Corporate Finance Concentration
University of Vermont 1990 — 1994
BA, History Major, Mathematics and Political Science Minors
Renee Cedorchuk's NewStar Financial Experience December 2008 - Present
Job Assistant Vice President
Industry Financial Services
Experience
NewStar Financial December 2008 - Present
Investor's Bank & Trust Company September 2004 - December 2008
Education
Providence College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
NewStar Financial December 2008 - Present
Investor's Bank & Trust Company September 2004 - December 2008
Education
Providence College 1999 — 2003
Bachelor's degree, Business Administration and Management, General
Michael Cicuto's NewStar Financial Experience June 2010 - June 2011
Job Associate (Capital Markets) at Citizens Financial Group
Industry Capital Markets
Experience
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
NewStar Financial June 2010 - June 2011
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance
Citizens Financial Group, Inc. July 2013 - Present
Citizens Financial Group, Inc. June 2011 - July 2013
NewStar Financial June 2010 - June 2011
Education
Boston University Questrom School of Business 2007 — 2010
BSBA, Finance
Joseph Kinkenon's NewStar Financial Experience August 2013 - Present
Job EVP and Chief Credit Officer NewStar Business Credit at NewStar Financial
Industry Financial Services
Experience
NewStar Financial August 2013 - Present
Regions Financial Corporation December 2012 - August 2013
GE Capital June 2008 - September 2012
GE Capital November 1999 - June 2008
Bank of America August 1998 - October 1999
Bank of America March 1997 - August 1998
Bank of America July 1996 - March 1997
Bank of America August 1989 - July 1996
Transamerica Commercial Finance Corporation August 1985 - August 1989
Skills
Financial Risk, Due Diligence, Financial Structuring, Relationship Management, Commercial Banking, Financial Modeling, Forecasting, Restructuring, Process Improvement, Mortgage Lending, Asset Managment, Financial Statement..., Structured Finance, Asset Based Lending, Risk Management, Loan Documents, Negotiation, Underwriting, Syndications, Portfolio Management, Credit Analysis, Loan Origination
Education
UNLV 1981 — 1983
Master of Business Administration (M.B.A.)
UNLV 1974 — 1978
Bacholer of Science in Business Administration
NewStar Financial August 2013 - Present
Regions Financial Corporation December 2012 - August 2013
GE Capital June 2008 - September 2012
GE Capital November 1999 - June 2008
Bank of America August 1998 - October 1999
Bank of America March 1997 - August 1998
Bank of America July 1996 - March 1997
Bank of America August 1989 - July 1996
Transamerica Commercial Finance Corporation August 1985 - August 1989
Skills
Financial Risk, Due Diligence, Financial Structuring, Relationship Management, Commercial Banking, Financial Modeling, Forecasting, Restructuring, Process Improvement, Mortgage Lending, Asset Managment, Financial Statement..., Structured Finance, Asset Based Lending, Risk Management, Loan Documents, Negotiation, Underwriting, Syndications, Portfolio Management, Credit Analysis, Loan Origination
Education
UNLV 1981 — 1983
Master of Business Administration (M.B.A.)
UNLV 1974 — 1978
Bacholer of Science in Business Administration
Chris Macios's NewStar Financial Experience June 2007 - October 2010
Job Vice President at Wells Fargo Securities Investment Banking
Industry Banking
Experience
Wells Fargo Securities, LLC September 2010 - Present
NewStar Financial June 2007 - October 2010
Skills
LBO, Financial Modeling, Private Equity, Credit Analysis, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Due Diligence, Financial Analysis, Portfolio Management, Financial Structuring, Loans, Underwriting, Equities, Corporate Finance, Mergers
Education
Boston College 2003 — 2007
BA, Economics; English
Seton Hall Prep 1999 — 2003
Wells Fargo Securities, LLC September 2010 - Present
NewStar Financial June 2007 - October 2010
Skills
LBO, Financial Modeling, Private Equity, Credit Analysis, Leveraged Finance, Valuation, Investment Banking, Capital Markets, Due Diligence, Financial Analysis, Portfolio Management, Financial Structuring, Loans, Underwriting, Equities, Corporate Finance, Mergers
Education
Boston College 2003 — 2007
BA, Economics; English
Seton Hall Prep 1999 — 2003
Krum Dukin's NewStar Financial Experience August 2011 - August 2015
Job Associate at Crystal Financial
Industry Financial Services
Experience
Crystal Financial LLC August 2015 - Present
NewStar Financial August 2011 - August 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Finance
Suffolk University 2006 — 2009
Bachelor of Science, International Economics
American University in Bulgaria 2005 — 2006
National High School of Mathematics and Science 2000 — 2005
High School Diploma, Mathematics
Crystal Financial LLC August 2015 - Present
NewStar Financial August 2011 - August 2015
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2010 — 2011
Master of Science, Finance
Suffolk University 2006 — 2009
Bachelor of Science, International Economics
American University in Bulgaria 2005 — 2006
National High School of Mathematics and Science 2000 — 2005
High School Diploma, Mathematics
David Kilpatrick's NewStar Financial Experience September 2008 - Present
Job Vice President at NewStar Financial
Industry Financial Services
Experience
NewStar Financial September 2008 - Present
Citigroup Private Bank July 2005 - May 2008
Bank of America / FleetBoston Financial 1999 - 2005
Education
Harvard University 1991 — 1994
BA, Economics
Belmont Hill School 1987 — 1990
NewStar Financial September 2008 - Present
Citigroup Private Bank July 2005 - May 2008
Bank of America / FleetBoston Financial 1999 - 2005
Education
Harvard University 1991 — 1994
BA, Economics
Belmont Hill School 1987 — 1990
Christine Reny's NewStar Financial Experience May 2007 - August 2007
Job Investment Analyst at Choate Investment Advisors
Industry Investment Management
Experience
Choate Investment Advisors July 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
Ares Management July 2010 - June 2012
Triage Consulting Group August 2009 - July 2010
Audax Group May 2008 - August 2008
NewStar Financial May 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Duke University 2005 — 2009
AB, Economics, Markets & Management
Choate Investment Advisors July 2014 - Present
Jones Lang LaSalle June 2013 - August 2013
Ares Management July 2010 - June 2012
Triage Consulting Group August 2009 - July 2010
Audax Group May 2008 - August 2008
NewStar Financial May 2007 - August 2007
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Duke University 2005 — 2009
AB, Economics, Markets & Management
Sarah Ahn Clark's NewStar Financial Experience November 2010 - July 2012
Job Payroll Manager at National Lumber
Industry Real Estate
Experience
National Lumber July 2015 - Present
Humphrey Realty Group, LLC April 2015 - Present
National Lumber February 2014 - Present
NewStar Financial November 2010 - July 2012
Plexus Management Group June 2010 - October 2010
Eze Castle Software February 2007 - July 2010
Skills
Employee Benefits, Human Resources, Recruiting, ADP Payroll, Deferred Compensation, College Recruiting, New Hire Orientations, Onboarding, Benefits Administration, Open Enrollment, Payroll, Training, Interviews
Education
Northeastern University 2002 — 2005
BS, Communication Studies
Bridgewater State University 2001 — 2002
National Lumber July 2015 - Present
Humphrey Realty Group, LLC April 2015 - Present
National Lumber February 2014 - Present
NewStar Financial November 2010 - July 2012
Plexus Management Group June 2010 - October 2010
Eze Castle Software February 2007 - July 2010
Skills
Employee Benefits, Human Resources, Recruiting, ADP Payroll, Deferred Compensation, College Recruiting, New Hire Orientations, Onboarding, Benefits Administration, Open Enrollment, Payroll, Training, Interviews
Education
Northeastern University 2002 — 2005
BS, Communication Studies
Bridgewater State University 2001 — 2002
Chad Titcomb's NewStar Financial Experience May 2007 - January 2008
Job AVP, Credit Manager
Industry Financial Services
Experience
Georgetown Bank May 2013 - Present
First Commons Bank, Newton Centre, MA July 2010 - May 2013
Metro Credit Union June 2008 - July 2010
NewStar Financial May 2007 - January 2008
Skills
Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Residential Mortgages, Asset Based Lending, Credit Risk, Mergers, Construction Loans, Commercial Mortgages, Lines Of Credit, Management, SBA, Refinance, Middle Market, Debt Restructuring, Real Estate Financing, Financial Risk, Retail Banking, Mergers & Acquisitions
Education
Bentley University 2003 — 2007
Economics-Finance
Matignon High School 2006 — 2007
High School
The Rivers School 2003 — 2006
High School
Georgetown Bank May 2013 - Present
First Commons Bank, Newton Centre, MA July 2010 - May 2013
Metro Credit Union June 2008 - July 2010
NewStar Financial May 2007 - January 2008
Skills
Mortgage Lending, Credit Analysis, Commercial Lending, Commercial Banking, Small Business Lending, Residential Mortgages, Asset Based Lending, Credit Risk, Mergers, Construction Loans, Commercial Mortgages, Lines Of Credit, Management, SBA, Refinance, Middle Market, Debt Restructuring, Real Estate Financing, Financial Risk, Retail Banking, Mergers & Acquisitions
Education
Bentley University 2003 — 2007
Economics-Finance
Matignon High School 2006 — 2007
High School
The Rivers School 2003 — 2006
High School
Dan McCready's NewStar Financial Experience 2013 - Present
Job Chief Credit Officer at NewStar Financial
Industry Banking
Experience
NewStar Financial 2013 - Present
CIT Group 2007 - 2013
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Naval Academy
BS, Physics
NewStar Financial 2013 - Present
CIT Group 2007 - 2013
Education
The George Washington University - School of Business
MBA, Finance & Investments
United States Naval Academy
BS, Physics
Justin Connolly's NewStar Financial Experience May 2014 - Present
Job Analyst at NewStar Financial
Industry Financial Services
Experience
NewStar Financial May 2014 - Present
BNY Mellon June 2012 - August 2012
BNY Mellon June 2011 - September 2011
HSBC June 2010 - August 2010
Skills
Fixed Income, Bloomberg Terminal
Education
Bentley University 2009 — 2013
Don Bosco Prep 2005 — 2009
NewStar Financial May 2014 - Present
BNY Mellon June 2012 - August 2012
BNY Mellon June 2011 - September 2011
HSBC June 2010 - August 2010
Skills
Fixed Income, Bloomberg Terminal
Education
Bentley University 2009 — 2013
Don Bosco Prep 2005 — 2009
Douglas Lancey, CFA's NewStar Financial Experience 2007 - 2008
Job Vice President at Harvest Capital Credit Corp.
Industry Financial Services
Experience
Harvest Capital Credit June 2012 - Present
Evolution Media Capital May 2011 - May 2012
HighPoint Capital January 2008 - December 2010
NewStar Financial 2007 - 2008
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA in Finance
Peking University 2011 — 2011
Beijing International MBA, Exchange Student
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
B.A. in Finance & Operations Management
Manchester Business School 2006 — 2006
United Kingdom, Exchange Student
Harvest Capital Credit June 2012 - Present
Evolution Media Capital May 2011 - May 2012
HighPoint Capital January 2008 - December 2010
NewStar Financial 2007 - 2008
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
MBA in Finance
Peking University 2011 — 2011
Beijing International MBA, Exchange Student
University of Massachusetts at Amherst - Isenberg School of Management 2004 — 2007
B.A. in Finance & Operations Management
Manchester Business School 2006 — 2006
United Kingdom, Exchange Student
Nicholas F. Ganias, CFA's NewStar Financial Experience January 2007 - February 2008
Job Vice President at Brookside Mezzanine Partners
Industry Investment Management
Experience
The Brookside Group February 2008 - Present
NewStar Financial January 2007 - February 2008
JWM Partners 2005 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Bloomberg, LBO, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Mergers, Credit Analysis, Credit
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance
The Brookside Group February 2008 - Present
NewStar Financial January 2007 - February 2008
JWM Partners 2005 - 2007
Skills
Financial Modeling, Equities, Valuation, Investments, Bloomberg, LBO, Private Equity, Portfolio Management, Financial Analysis, Corporate Finance, Due Diligence, Investment Banking, Mergers, Credit Analysis, Credit
Education
Boston University Questrom School of Business 2001 — 2005
BS, Finance
Christian Chandler's NewStar Financial Experience February 2015 - Present
Job Vice President of Finance at NewStar Financial
Industry Financial Services
Experience
NewStar Financial February 2015 - Present
NewStar Financial February 2012 - February 2015
NewStar Financial April 2008 - February 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Financial Analysis, Finance, Credit, Credit Analysis, Asset Management
Education
Morehouse College 1994 — 1998
Business Administartion - Management
Newton North
NewStar Financial February 2015 - Present
NewStar Financial February 2012 - February 2015
NewStar Financial April 2008 - February 2011
Skills
Financial Modeling, Corporate Finance, Valuation, Financial Reporting, Financial Analysis, Finance, Credit, Credit Analysis, Asset Management
Education
Morehouse College 1994 — 1998
Business Administartion - Management
Newton North
Sean Gearin's NewStar Financial Experience March 2012 - March 2013
Job Associate Citizens Financial Group
Industry Investment Banking
Experience
Citizens Financial Group, Inc. March 2013 - Present
NewStar Financial March 2012 - March 2013
Skills
Financial Analysis, Financial Modeling, Loans, Asset Management, Finance, Portfolio Management, Capital Markets, Corporate Finance, Private Equity, Investments, Fixed Income, Credit, Equities, Financial Structuring, Structured Finance, Banking, Bloomberg, Risk Management, Underwriting, Investment Banking, Commercial Lending, Credit Risk, Mergers & Acquisitions
Education
Northeastern University 2014 — 2015
Master's degree, Finance, General
Portland State University - School of Business 2005 — 2007
Bachelor of Science, Finance
Citizens Financial Group, Inc. March 2013 - Present
NewStar Financial March 2012 - March 2013
Skills
Financial Analysis, Financial Modeling, Loans, Asset Management, Finance, Portfolio Management, Capital Markets, Corporate Finance, Private Equity, Investments, Fixed Income, Credit, Equities, Financial Structuring, Structured Finance, Banking, Bloomberg, Risk Management, Underwriting, Investment Banking, Commercial Lending, Credit Risk, Mergers & Acquisitions
Education
Northeastern University 2014 — 2015
Master's degree, Finance, General
Portland State University - School of Business 2005 — 2007
Bachelor of Science, Finance
Widmaier Marcus Charles's NewStar Financial Experience June 2013 - March 2015
Job Associate Broker at Cohasset Real Estate
Industry Real Estate
Experience
NewStar Financial June 2013 - March 2015
Jones Lang LaSalle January 2013 - May 2013
Fidelity Investments July 2011 - February 2012
South Shore Savings Bank May 2010 - July 2011
Skills
Credit, Financial Modeling
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Real Estate
Cohasset High School 2005 — 2009
High School Diploma, General Studies
NewStar Financial June 2013 - March 2015
Jones Lang LaSalle January 2013 - May 2013
Fidelity Investments July 2011 - February 2012
South Shore Savings Bank May 2010 - July 2011
Skills
Credit, Financial Modeling
Education
Babson College 2009 — 2013
Bachelor of Science in Business Management, Real Estate
Cohasset High School 2005 — 2009
High School Diploma, General Studies
Charles Bralver's NewStar Financial Experience February 2009 - Present
Job
Industry Financial Services
Experience
The Co-operative Bank plc April 2015 - Present
Oliver Wyman May 2007 - Present
Canaccord Financial February 2010 - Present
NewStar Financial February 2009 - Present
The Fletcher School of Law and Diplomacy February 2007 - December 2010
Warburg Pincus May 2007 - February 2009
Oliver Wyman & Company July 1984 - April 2007
Booz Allen Hamilton 1981 - 1984
Education
Tufts University - The Fletcher School of Law and Diplomacy 1974 — 1976
MALD
Dartmouth College 1970 — 1974
AB
The Co-operative Bank plc April 2015 - Present
Oliver Wyman May 2007 - Present
Canaccord Financial February 2010 - Present
NewStar Financial February 2009 - Present
The Fletcher School of Law and Diplomacy February 2007 - December 2010
Warburg Pincus May 2007 - February 2009
Oliver Wyman & Company July 1984 - April 2007
Booz Allen Hamilton 1981 - 1984
Education
Tufts University - The Fletcher School of Law and Diplomacy 1974 — 1976
MALD
Dartmouth College 1970 — 1974
AB
Angelina Lynn's NewStar Financial Experience May 2005 - Present
Job Operations Loan analyst at NewStar Financial
Industry Financial Services
Experience
NewStar Financial May 2005 - Present
Education
Salem State College 1986 — 1990
B.S., Business Administration
NewStar Financial May 2005 - Present
Education
Salem State College 1986 — 1990
B.S., Business Administration
Tramayne Hobbs's NewStar Financial Experience January 2015 - Present
Job Collateral Analyst at Newstar Financial
Industry Financial Services
Experience
NewStar Financial January 2015 - Present
Wells Fargo Capital Finance March 2012 - December 2014
Marquette Financial Companies February 2003 - February 2012
Skills
Credit Analysis, Asset Based Lending, Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending
Education
University of North Texas 2013 — 2015
Bachelor's degree, Business/Commerce, General
NewStar Financial January 2015 - Present
Wells Fargo Capital Finance March 2012 - December 2014
Marquette Financial Companies February 2003 - February 2012
Skills
Credit Analysis, Asset Based Lending, Credit, Commercial Lending, Commercial Banking, Loans, Small Business Lending
Education
University of North Texas 2013 — 2015
Bachelor's degree, Business/Commerce, General
Tricia Lebo's NewStar Financial Experience November 2007 - November 2010
Job Director at RBS Citizens, N.A.
Industry Banking
Experience
RBS Citizens, N.A. March 2013 - Present
RBS Citizens, N.A. November 2010 - March 2013
NewStar Financial November 2007 - November 2010
Bank of America - Leveraged Finance July 2006 - November 2007
Bank of America - Leveraged Finance July 2003 - June 2006
Skills
Leveraged Finance, Syndications, Capital Markets, LBO, Recapitalizations, Financial Structuring, Underwriting, Portfolio Management, Loan Origination
Education
Babson College 1999 — 2003
Bachelor of Science (BS), Business Management
RBS Citizens, N.A. March 2013 - Present
RBS Citizens, N.A. November 2010 - March 2013
NewStar Financial November 2007 - November 2010
Bank of America - Leveraged Finance July 2006 - November 2007
Bank of America - Leveraged Finance July 2003 - June 2006
Skills
Leveraged Finance, Syndications, Capital Markets, LBO, Recapitalizations, Financial Structuring, Underwriting, Portfolio Management, Loan Origination
Education
Babson College 1999 — 2003
Bachelor of Science (BS), Business Management
Seth Frink's NewStar Financial Experience March 2013 - Present
Job Assistant Vice President Operations at NewStar Financial
Industry Financial Services
Experience
NewStar Financial March 2013 - Present
U.S. Bank May 2011 - March 2013
U.S. Bank January 2011 - May 2011
U.S. Bank July 2009 - January 2011
U.S. Bank January 2009 - July 2009
U.S. Bank April 2008 - January 2009
State Street Bank April 2007 - March 2008
Skills
CDO, Portfolio Management, Mutual Funds, Relationship Management, Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Small Business Lending, Cross Selling, Risk Management
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing
NewStar Financial March 2013 - Present
U.S. Bank May 2011 - March 2013
U.S. Bank January 2011 - May 2011
U.S. Bank July 2009 - January 2011
U.S. Bank January 2009 - July 2009
U.S. Bank April 2008 - January 2009
State Street Bank April 2007 - March 2008
Skills
CDO, Portfolio Management, Mutual Funds, Relationship Management, Banking, Credit, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Credit Risk, Financial Services, Small Business Lending, Cross Selling, Risk Management
Education
Boston University 2002 — 2006
Bachelor of Science (B.S.) in Business Administration, Finance and Marketing
Peter Faigl, CFA's NewStar Financial Experience April 2005 - December 2007
Job Portfolio Manager at Old Hill Partners
Industry Financial Services
Experience
Old Hill Partners 2009 - Present
NewStar Financial April 2005 - December 2007
UBS Investment Bank 2002 - 2004
Bank of America Securities 1998 - 2002
Skills
Valuation, Structured Finance, Hedge Funds
Education
James Madison University
Bachelor of Science (B.S.)
Old Hill Partners 2009 - Present
NewStar Financial April 2005 - December 2007
UBS Investment Bank 2002 - 2004
Bank of America Securities 1998 - 2002
Skills
Valuation, Structured Finance, Hedge Funds
Education
James Madison University
Bachelor of Science (B.S.)
Chris Dias's NewStar Financial Experience June 2006 - October 2009
Job General Partner at Alta Equity Partners
Industry Venture Capital & Private Equity
Experience
Alta Equity Partners January 2010 - Present
Alta Communications November 2009 - Present
InStore Audio Network May 2012 - Present
SCI December 2010 - Present
NewStar Financial June 2006 - October 2009
Education
Boston University
MA, Economics
Boston University
BA, Economics
Alta Equity Partners January 2010 - Present
Alta Communications November 2009 - Present
InStore Audio Network May 2012 - Present
SCI December 2010 - Present
NewStar Financial June 2006 - October 2009
Education
Boston University
MA, Economics
Boston University
BA, Economics
William Latham's NewStar Financial Experience March 2007 - March 2008
Job Senior Vice President at Santander Bank
Industry Banking
Experience
Santander Bank, N.A. March 2008 - Present
NewStar Financial March 2007 - March 2008
Bank of America September 1990 - March 2007
Skills
Commercial Lending, Management
Education
Boston University Graduate School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 1980 — 1985
Bachelor's degree, Marketing
Santander Bank, N.A. March 2008 - Present
NewStar Financial March 2007 - March 2008
Bank of America September 1990 - March 2007
Skills
Commercial Lending, Management
Education
Boston University Graduate School of Management 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Northeastern University 1980 — 1985
Bachelor's degree, Marketing
Aerotek
Honeywell Aerospace
BE Aerospace
CoStar Group
Mohawk Industries
TruGreen
Transwestern
Sierra Nevada Corporation