Oberon Securities, LLC
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Oberon Securities, LLC Employees
Employee
Years
Job
Industry
Denise Ge Denise Ge's Oberon Securities, LLC Experience May 2011 - August 2011
Job Investment Banking Analyst at Keefe, Bruyette & Woods
Industry Investment Banking
Experience
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
KBW July 2014 - Present
Wells Fargo June 2013 - August 2013
PRK Coaching October 2012 - June 2013
StoneCastle Partners May 2012 - September 2012
Industry Intelligence Inc. October 2011 - April 2012
SCallers - University Office of Annual Giving August 2010 - October 2011
Oberon Securities, LLC May 2011 - August 2011
J.P. Morgan July 2010 - August 2010
Pratt Institute Development Office June 2009 - August 2009
Education
University of Southern California 2010 — 2014
BA
London School of Economics and Political Science 2012 — 2013
General Course
Trinity School 2006 — 2010
High School Diploma
Chadd Mukete Chadd Mukete's Oberon Securities, LLC Experience June 2014 - August 2014
Job Flight Director at Apollo Jets
Industry Sports
Experience
Apollo Jets June 2015 - Present
New York Jets April 2013 - Present
ProCamps Worldwide June 2012 - Present
Oberon Securities, LLC June 2014 - August 2014
University of Rhode Island September 2011 - March 2014
Social Media Link May 2013 - July 2013
Hoop Heaven, LLC June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Social Media, Facebook, Event Planning, Finance, Leadership
Education
University of Rhode Island 2011 — 2015
Bachelor's degree, Political Science and Government
Montclair Kimberley Academy 1997 — 2011
Apollo Jets June 2015 - Present
New York Jets April 2013 - Present
ProCamps Worldwide June 2012 - Present
Oberon Securities, LLC June 2014 - August 2014
University of Rhode Island September 2011 - March 2014
Social Media Link May 2013 - July 2013
Hoop Heaven, LLC June 2009 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Social Media, Facebook, Event Planning, Finance, Leadership
Education
University of Rhode Island 2011 — 2015
Bachelor's degree, Political Science and Government
Montclair Kimberley Academy 1997 — 2011
John Neczesny John Neczesny's Oberon Securities, LLC Experience November 2012 - Present
Job Managing Director at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC November 2012 - Present
Par Pharmaceutical November 2009 - January 2011
Bear, Stearns & Co. Inc. September 1998 - July 2008
Skills
Investment Banking, Private Equity, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Valuation, Due Diligence, Financial Modeling, Equities, Investments, Alternative Investments, M&A experience, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Finance
University of Delaware 1981 — 1985
B.S., Chemistry
Oberon Securities, LLC November 2012 - Present
Par Pharmaceutical November 2009 - January 2011
Bear, Stearns & Co. Inc. September 1998 - July 2008
Skills
Investment Banking, Private Equity, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Valuation, Due Diligence, Financial Modeling, Equities, Investments, Alternative Investments, M&A experience, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Finance
University of Delaware 1981 — 1985
B.S., Chemistry
Daniel Guilfoile's Oberon Securities, LLC Experience July 2014 - Present
Job Managing Director Oberon Securities
Industry Investment Banking
Experience
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
Oberon Securities, LLC July 2014 - Present
John Thomas Financial August 2012 - June 2013
Corinthian Partners L.L.C. November 2010 - August 2012
Laidlaw & Company September 2009 - November 2010
Joseph Gunnar & Co, LLC August 2006 - September 2009
Pali Capital January 2003 - August 2006
Skills
Capital Raising, Underwriting, Public Equity Offerings, Private Equity, Registered Direct..., Deal Sourcing, Deal Structures, Restructuring, Restricted Stock, Bridge Financing, Capital Markets, Roadshows, Alternative Investments, Hedge Funds, IPO, Due Diligence, Investment Banking, Equities, Venture Capital, Mergers & Acquisitions, Valuation, Corporate Finance
Education
Fordham University - Graduate School of Business Administration 1986 — 1988
Master of Business Administration (MBA), Finance
Villanova University 1978 — 1982
B.A. Economics
Ari Sarna's Oberon Securities, LLC Experience June 2011 - August 2011
Job ThirdYear Student at the Benjamin N. Cardozo School of Law.
Industry Law Practice
Experience
The Office of New York Senator Kirsten Gillibrand May 2014 - August 2014
Bronx County District Attorney Office June 2013 - August 2013
Oberon Securities, LLC June 2011 - August 2011
Skills
Legal Research, Research, Financial Modeling, Bloomberg, Capital IQ, Investment Banking, Valuation, Legal Writing, Leadership, Human Rights, Criminal Law, International Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Focus on Criminal Law and Procedure (as a concentration) and International Human Rights Law.
New York University 2008 — 2012
Bachelor of Arts (B.A.), Majored in Cinema Studies, minored in Business Studies
The Office of New York Senator Kirsten Gillibrand May 2014 - August 2014
Bronx County District Attorney Office June 2013 - August 2013
Oberon Securities, LLC June 2011 - August 2011
Skills
Legal Research, Research, Financial Modeling, Bloomberg, Capital IQ, Investment Banking, Valuation, Legal Writing, Leadership, Human Rights, Criminal Law, International Law
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2012 — 2015
Focus on Criminal Law and Procedure (as a concentration) and International Human Rights Law.
New York University 2008 — 2012
Bachelor of Arts (B.A.), Majored in Cinema Studies, minored in Business Studies
Amit Shuker Amit Shuker's Oberon Securities, LLC Experience January 2008 - August 2008
Job Assistant Vice President Middle Market Lending at M&T Bank
Industry Banking
Experience
M&T Bank August 2013 - Present
KABR Group December 2012 - May 2013
Merck June 2012 - August 2012
Marcus & Millichap – Real Estate Investment Services January 2010 - March 2011
Oberon Securities, LLC January 2008 - August 2008
Israel Defense Forces November 1995 - May 2001
Bitar Ramat-Gan August 1993 - June 1994
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Project Management, Business Analysis
Education
Rutgers Business School 2011 — 2013
Master of Business Administration, Finance
Kean University 2002 — 2006
B.S., Finance and Economics
M&T Bank August 2013 - Present
KABR Group December 2012 - May 2013
Merck June 2012 - August 2012
Marcus & Millichap – Real Estate Investment Services January 2010 - March 2011
Oberon Securities, LLC January 2008 - August 2008
Israel Defense Forces November 1995 - May 2001
Bitar Ramat-Gan August 1993 - June 1994
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Investment Banking, Project Management, Business Analysis
Education
Rutgers Business School 2011 — 2013
Master of Business Administration, Finance
Kean University 2002 — 2006
B.S., Finance and Economics
Ed Zabar's Oberon Securities, LLC Experience November 2009 - Present
Job Founder and CEO at Verify Inc.
Industry Computer Software
Experience
Verif-y Inc. January 2015 - Present
Oberon Securities, LLC November 2009 - Present
Fairmount Partners September 2012 - May 2015
National Capital Companies November 2006 - December 2009
Silver Rapids Limited November 2003 - September 2005
ViewTrade Securities June 2000 - November 2003
Vglue 2000 - 2002
Solve 1996 - 1999
Skills
Venture Capital, Investment Banking, Banking, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Financial Modeling, Securities, Equities, Financial Analysis, Mergers & Acquisitions, M&A experience, Business Strategy, Corporate Development, Hedge Funds, Capital Markets, Investments, Portfolio Management, Emerging Markets, Investor Relations, Financial Structuring, Bloomberg, LBO, Structured Finance, Start-ups, Strategy
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance and IT
Verif-y Inc. January 2015 - Present
Oberon Securities, LLC November 2009 - Present
Fairmount Partners September 2012 - May 2015
National Capital Companies November 2006 - December 2009
Silver Rapids Limited November 2003 - September 2005
ViewTrade Securities June 2000 - November 2003
Vglue 2000 - 2002
Solve 1996 - 1999
Skills
Venture Capital, Investment Banking, Banking, Corporate Finance, Valuation, Private Equity, Mergers, Due Diligence, Financial Modeling, Securities, Equities, Financial Analysis, Mergers & Acquisitions, M&A experience, Business Strategy, Corporate Development, Hedge Funds, Capital Markets, Investments, Portfolio Management, Emerging Markets, Investor Relations, Financial Structuring, Bloomberg, LBO, Structured Finance, Start-ups, Strategy
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
New York University - Leonard N. Stern School of Business 1994 — 1998
BS, Finance and IT
D. Robert Stepanian's Oberon Securities, LLC Experience September 2010 - January 2013
Job Managing Partner, DRS Capital, LLC
Industry Investment Banking
Experience
TIR Equities, LLC January 2015 - Present
DRS Capital, LLC 2007 - Present
LIQS September 2012 - September 2013
Oberon Securities, LLC September 2010 - January 2013
Greenwich Strategic Capital, LLC January 2009 - January 2013
BlastWay Inc. 2007 - 2008
Promotional Concepts, Inc. July 1987 - 2008
Domain Keyword Systems November 1999 - November 2001
Skills
Debt, Equities, Investors, Real Estate, Investment Banking, Entrepreneurship, Real Estate Investment, Mergers, Corporate Governance, Growth Planning, Strategic Planning, New Business Development, Real Estate Finance, Strategic Visionary, Real Estate Economics, Mergers & Acquisitions, Alternative Investments, Private Equity, Strategy, Growth Management, Investment Properties, Hedge Funds, Investor Relations, Due Diligence, Valuation, Business Strategy, Finance, Investments, Securities, Financial Modeling, Corporate Finance, Capital Markets, Capital, Asset Management, LBO, M&A experience, Financial Structuring
Education
Bentley University 1986 — 1989
Bachelor of Science (B.S.), Business Administration, Management and Operations
GE Capital Small Business College 1995 — 1995
Management & Finance
TIR Equities, LLC January 2015 - Present
DRS Capital, LLC 2007 - Present
LIQS September 2012 - September 2013
Oberon Securities, LLC September 2010 - January 2013
Greenwich Strategic Capital, LLC January 2009 - January 2013
BlastWay Inc. 2007 - 2008
Promotional Concepts, Inc. July 1987 - 2008
Domain Keyword Systems November 1999 - November 2001
Skills
Debt, Equities, Investors, Real Estate, Investment Banking, Entrepreneurship, Real Estate Investment, Mergers, Corporate Governance, Growth Planning, Strategic Planning, New Business Development, Real Estate Finance, Strategic Visionary, Real Estate Economics, Mergers & Acquisitions, Alternative Investments, Private Equity, Strategy, Growth Management, Investment Properties, Hedge Funds, Investor Relations, Due Diligence, Valuation, Business Strategy, Finance, Investments, Securities, Financial Modeling, Corporate Finance, Capital Markets, Capital, Asset Management, LBO, M&A experience, Financial Structuring
Education
Bentley University 1986 — 1989
Bachelor of Science (B.S.), Business Administration, Management and Operations
GE Capital Small Business College 1995 — 1995
Management & Finance
Carlo Villa Carlo Villa's Oberon Securities, LLC Experience 2012 - 2012
Job Capital Structure Analyst at Bloomberg LP
Industry Venture Capital & Private Equity
Experience
Bloomberg LP September 2013 - Present
Signal360 (formerly Sonic Notify) November 2012 - April 2013
Knights Investment Group November 2011 - January 2012
Oberon Securities, LLC 2012 - 2012
Google May 2011 - August 2011
Skills
SharePoint, Microsoft Office, Access, Google Adwords, Investments, Private Equity, Spanish, Financial Modeling, Data Analysis, Economics, Corporate Finance, Research, PowerPoint, Financial Analysis, Microsoft Excel, Entrepreneurship, Public Speaking, Social Media, Leadership, Valuation, Finance, Business Strategy, Bloomberg Terminal, Market Research, Financial Markets, Bloomberg, Venture Capital, Start-ups, Due Diligence, Fixed Income, Analysis, Market Analysis
Education
University of Richmond 2008 — 2012
Business Administration, Finance, International Business
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science in Business Administration (B.B.A.), Finance and International Business
Columbia University in the City of New York 2011 — 2011
Financial Economics
Bloomberg LP September 2013 - Present
Signal360 (formerly Sonic Notify) November 2012 - April 2013
Knights Investment Group November 2011 - January 2012
Oberon Securities, LLC 2012 - 2012
Google May 2011 - August 2011
Skills
SharePoint, Microsoft Office, Access, Google Adwords, Investments, Private Equity, Spanish, Financial Modeling, Data Analysis, Economics, Corporate Finance, Research, PowerPoint, Financial Analysis, Microsoft Excel, Entrepreneurship, Public Speaking, Social Media, Leadership, Valuation, Finance, Business Strategy, Bloomberg Terminal, Market Research, Financial Markets, Bloomberg, Venture Capital, Start-ups, Due Diligence, Fixed Income, Analysis, Market Analysis
Education
University of Richmond 2008 — 2012
Business Administration, Finance, International Business
University of Richmond - Robins School of Business 2008 — 2012
Bachelor of Science in Business Administration (B.B.A.), Finance and International Business
Columbia University in the City of New York 2011 — 2011
Financial Economics
Aaradhi Tilva Aaradhi Tilva's Oberon Securities, LLC Experience July 2013 - February 2014
Job Business Consultant at Eze Software Group
Industry Financial Services
Experience
Eze Software Group February 2015 - Present
Kurtosys Systems March 2014 - January 2015
Oberon Securities, LLC July 2013 - February 2014
Hopkins & Rhodes LLC June 2012 - July 2013
NYU Stern School of Business December 2012 - February 2013
foursquare January 2012 - May 2012
Intivia 2008 - 2011
Infosys 2007 - 2008
Skills
Corporate Finance, Financial Analysis, Risk Management, Finance, Strategy, Business Analysis, Databases, Healthcare Information..., Data Analysis, Certified Scrum Master..., Agile Project Management, Software Project..., Data Mining, SDLC, Matlab, Problem Solving, Talend Open Studio, Financial Modeling, Informatica, Cognos, Reporting & Analysis, Strategic Planning, M&A Modeling, Java, Investment Banking, Python, R, FinTech, Private Equity, Valuation, Due Diligence
Education
New York University 2010 — 2012
Master's degree, Information Systems & Finance
VVP Engineering College 2004 — 2007
Bachelor's degree, Electronics & Communications Engineering
Eze Software Group February 2015 - Present
Kurtosys Systems March 2014 - January 2015
Oberon Securities, LLC July 2013 - February 2014
Hopkins & Rhodes LLC June 2012 - July 2013
NYU Stern School of Business December 2012 - February 2013
foursquare January 2012 - May 2012
Intivia 2008 - 2011
Infosys 2007 - 2008
Skills
Corporate Finance, Financial Analysis, Risk Management, Finance, Strategy, Business Analysis, Databases, Healthcare Information..., Data Analysis, Certified Scrum Master..., Agile Project Management, Software Project..., Data Mining, SDLC, Matlab, Problem Solving, Talend Open Studio, Financial Modeling, Informatica, Cognos, Reporting & Analysis, Strategic Planning, M&A Modeling, Java, Investment Banking, Python, R, FinTech, Private Equity, Valuation, Due Diligence
Education
New York University 2010 — 2012
Master's degree, Information Systems & Finance
VVP Engineering College 2004 — 2007
Bachelor's degree, Electronics & Communications Engineering
Michael Reed Michael Reed's Oberon Securities, LLC Experience June 2012 - August 2012
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Houlihan Lokey July 2014 - Present
Cappello Group, Inc. June 2013 - November 2013
Oberon Securities, LLC June 2012 - August 2012
UBS June 2011 - August 2011
Johnson & Johnson June 2010 - August 2010
Skills
Capital IQ, Financial Modeling, Valuation, Investment Banking, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, DCF
Education
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Mechanical Engineering
Bingling Liao Bingling Liao's Oberon Securities, LLC Experience August 2013 - Present
Job Investment Banking Analyst at Oberon Securities, LLC
Industry Financial Services
Experience
Oberon Securities, LLC August 2013 - Present
Produce Capital Corp. April 2013 - June 2013
HSBC Global Asset Management January 2013 - May 2013
China Credit Trust May 2012 - August 2012
Hunan TV July 2010 - August 2010
Skills
Investment Banking, Video Editing, Equity Research Analysis, Finance, Competitive Analysis, Financial Modeling, News Writing
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, International Finance, 3.5/4.0
Wuhan University 2007 — 2011
BA, English Language and Literature, 3.7/4.0
Coe College 2009 — 2009
Bachelor of Arts (BA), Journalism and Communication
Oberon Securities, LLC August 2013 - Present
Produce Capital Corp. April 2013 - June 2013
HSBC Global Asset Management January 2013 - May 2013
China Credit Trust May 2012 - August 2012
Hunan TV July 2010 - August 2010
Skills
Investment Banking, Video Editing, Equity Research Analysis, Finance, Competitive Analysis, Financial Modeling, News Writing
Education
Columbia University - School of International and Public Affairs 2011 — 2013
Master of Public Administration, International Finance, 3.5/4.0
Wuhan University 2007 — 2011
BA, English Language and Literature, 3.7/4.0
Coe College 2009 — 2009
Bachelor of Arts (BA), Journalism and Communication
June Tang, CFA June Tang, CFA's Oberon Securities, LLC Experience May 2010 - October 2010
Job Index Professional for Broker Dealers and Hedge Funds
Industry Financial Services
Experience
MSCI Inc. September 2013 - Present
RIMES Technologies November 2010 - September 2013
Oberon Securities LLC May 2010 - October 2010
Paychex August 2009 - February 2010
Industrial and Commercial Bank of China June 2007 - August 2007
Skills
Analytics, Data Analysis, Finance, Fixed Income, Financial Modeling, Performance Measurement, Microsoft Excel, Equities, Investment Banking, Credit Risk, Data Validation, RIMES, Derivatives, Financial Analysis, Strategy, Quantitative Analytics, Valuation, Indexing, ETFs, Equity Trading, Index Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
Master of Science in Business Administration, Finance, 3.5/4.0
Fayetteville State University 2007 — 2008
Bachelor of Science, Mathematics & Economics, 4.0/4.0
East China University of Science and Technology 2004 — 2007
Bachelor of Science, Applied Mathematics & Finance, 3.5/4.0
MSCI Inc. September 2013 - Present
RIMES Technologies November 2010 - September 2013
Oberon Securities LLC May 2010 - October 2010
Paychex August 2009 - February 2010
Industrial and Commercial Bank of China June 2007 - August 2007
Skills
Analytics, Data Analysis, Finance, Fixed Income, Financial Modeling, Performance Measurement, Microsoft Excel, Equities, Investment Banking, Credit Risk, Data Validation, RIMES, Derivatives, Financial Analysis, Strategy, Quantitative Analytics, Valuation, Indexing, ETFs, Equity Trading, Index Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2008 — 2010
Master of Science in Business Administration, Finance, 3.5/4.0
Fayetteville State University 2007 — 2008
Bachelor of Science, Mathematics & Economics, 4.0/4.0
East China University of Science and Technology 2004 — 2007
Bachelor of Science, Applied Mathematics & Finance, 3.5/4.0
Davison Chung Davison Chung's Oberon Securities, LLC Experience July 2012 - August 2012
Job Media Analytics Intern at Ampush
Industry Management Consulting
Experience
Stanford Marketing June 2015 - Present
Ampush June 2015 - Present
Stanford Marketing October 2014 - Present
The Nature Conservancy June 2014 - August 2014
Oberon Securities, LLC July 2012 - August 2012
Fred Alger Management, Inc. July 2010 - August 2010
Skills
Quantitative Analytics, Marketing, Mandarin, Public Speaking
Education
Stanford University 2013 — 2017
Bachelor’s Degree, Management Science and Engineering
Trinity School 2009 — 2013
School Year Abroad 2011 — 2012
Stanford Marketing June 2015 - Present
Ampush June 2015 - Present
Stanford Marketing October 2014 - Present
The Nature Conservancy June 2014 - August 2014
Oberon Securities, LLC July 2012 - August 2012
Fred Alger Management, Inc. July 2010 - August 2010
Skills
Quantitative Analytics, Marketing, Mandarin, Public Speaking
Education
Stanford University 2013 — 2017
Bachelor’s Degree, Management Science and Engineering
Trinity School 2009 — 2013
School Year Abroad 2011 — 2012
David Reading's Oberon Securities, LLC Experience June 2013 - August 2013
Job Summer Analyst at Matrix Capital Management Company, L.P.
Industry Financial Services
Experience
Global Platinum Securities March 2015 - Present
Matrix Capital Management Company, L.P. June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Oberon Securities, LLC June 2013 - August 2013
Skills
Valuation
Education
Harvard University 2013 — 2017
Montclair Kimberley Academy 2009 — 2013
High School Diploma
Global Platinum Securities March 2015 - Present
Matrix Capital Management Company, L.P. June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
Oberon Securities, LLC June 2013 - August 2013
Skills
Valuation
Education
Harvard University 2013 — 2017
Montclair Kimberley Academy 2009 — 2013
High School Diploma
Kalpesh Patel Kalpesh Patel's Oberon Securities, LLC Experience November 2011 - May 2012
Job Investment Banking Analyst Industrials at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
Deutsche Bank June 2013 - February 2015
Bentley Associates February 2013 - June 2013
Novus Partners May 2012 - August 2012
Columbia Business School May 2012 - August 2012
Columbia University January 2012 - May 2012
Oberon Securities, LLC November 2011 - May 2012
LAJ Consulting September 2011 - May 2012
Laj Foundation January 2009 - September 2011
Sagicor Life Inc May 2011 - July 2011
Skills
Valuation, Research, Modeling, Financial Modeling, Bloomberg, Hedge Funds, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Investment Banking, Investments, Financial Analysis, Private Equity, Equities, Portfolio Management, Equity Research, Capital Markets, VBA, Due Diligence, DCF
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Management Science and Engineering
University of Miami - School of Business 2006 — 2010
BA, Finance Concentration in Mathematics
Campion College 1999 — 2006
Houlihan Lokey March 2015 - Present
Deutsche Bank June 2013 - February 2015
Bentley Associates February 2013 - June 2013
Novus Partners May 2012 - August 2012
Columbia Business School May 2012 - August 2012
Columbia University January 2012 - May 2012
Oberon Securities, LLC November 2011 - May 2012
LAJ Consulting September 2011 - May 2012
Laj Foundation January 2009 - September 2011
Sagicor Life Inc May 2011 - July 2011
Skills
Valuation, Research, Modeling, Financial Modeling, Bloomberg, Hedge Funds, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Investment Banking, Investments, Financial Analysis, Private Equity, Equities, Portfolio Management, Equity Research, Capital Markets, VBA, Due Diligence, DCF
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2011 — 2012
MS, Management Science and Engineering
University of Miami - School of Business 2006 — 2010
BA, Finance Concentration in Mathematics
Campion College 1999 — 2006
Elena Khilko Elena Khilko's Oberon Securities, LLC Experience January 2012 - May 2012
Job Assistant Vice President, Global Investigations Unit at Citigroup
Industry Higher Education
Experience
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Citigroup May 2015 - Present
JPMorgan Chase November 2013 - April 2015
Morgan Stanley Wealth Management July 2012 - October 2013
Oberon Securities, LLC January 2012 - May 2012
Liberty Mutual Insurance June 2010 - August 2010
UBS Investment Bank June 2009 - August 2009
Skills
Financial Modeling, Bloomberg Terminal, Microsoft Excel, Equity Research, Capital IQ, Westlaw, Mergermarket, Financial Statement..., Research, Report Writing, Legal Writing, Social Media Marketing, Social Media, Russian, Microsoft Word, Excel, PowerPoint, Access, Anti-Money Laundering, AML, Hedge Funds, Capital Markets, Financial Analysis, Bloomberg, Investment Banking, Due Diligence, Investments, Corporate Finance, Equities, Finance
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.96
Fordham University School of Law 2008 — 2011
JD
San Francisco State University, College of Business 2005 — 2007
BS, Business Administration, 3.92
Jason A. White Jason A. White's Oberon Securities, LLC Experience April 2009 - September 2010
Job Senior Vice President Mergers & Acquisitions at Tegris Advisors, LLC
Industry Banking
Experience
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Tolulope Aboyade-Cole Tolulope Aboyade-Cole's Oberon Securities, LLC Experience June 2010 - July 2010
Job Student at Hobart and William Smith Colleges
Industry Financial Services
Experience
Markit June 2014 - Present
Moody's Corporation, Diversity and Inclusion January 2014 - January 2014
Moody's Corporation, The Moody's Foundation June 2013 - August 2013
NJ SEEDS July 2012 - August 2012
Prep for Prep, Institute of Entrepreneurship June 2011 - August 2011
Oberon Securities, LLC June 2010 - July 2010
Skills
Economics, Financial Research, Economic Research, Statistics, Project Management, Public Policy, Criticality Analysis, Proposal Writing, Public Speaking, Diversity & Inclusion, Nonprofits, HTML scripting, Capital IQ, PowerPoint, Microsoft Excel, WordPress, Social Media
Education
Hobart and William Smith Colleges 2011 — 2015
Economics
Trinity School 2005 — 2011
High School
Markit June 2014 - Present
Moody's Corporation, Diversity and Inclusion January 2014 - January 2014
Moody's Corporation, The Moody's Foundation June 2013 - August 2013
NJ SEEDS July 2012 - August 2012
Prep for Prep, Institute of Entrepreneurship June 2011 - August 2011
Oberon Securities, LLC June 2010 - July 2010
Skills
Economics, Financial Research, Economic Research, Statistics, Project Management, Public Policy, Criticality Analysis, Proposal Writing, Public Speaking, Diversity & Inclusion, Nonprofits, HTML scripting, Capital IQ, PowerPoint, Microsoft Excel, WordPress, Social Media
Education
Hobart and William Smith Colleges 2011 — 2015
Economics
Trinity School 2005 — 2011
High School
Scott Robinson Scott Robinson's Oberon Securities, LLC Experience 2013 - Present
Job Managing Director, Oberon Securities, LLC
Industry Real Estate
Experience
Oberon Securities, LLC 2013 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
New York University 2003 - Present
Cadence Capital Group, LLC 2009 - 2013
Macquarie Group 2008 - 2009
Citigroup Global Markets, Inc. 2006 - 2008
Standard & Poor's 1998 - 2006
Advanced Real Estate Services 1994 - 1997
Skills
Valuation, Structured Finance, Real Estate Economics, Due Diligence, Real Estate, Financial Structuring, Capital Markets, Commercial Real Estate, Corporate Finance, Investments, Mergers & Acquisitions, Acquisitions, Strategy, Investment Strategies, Securitization, Equities, Credit Risk, Underwriting, Credit Analysis, REIT, Private Equity, CMBS
Education
New York University
MS, Real Estate Finance & Investment
University of California, Riverside
BS, Economics with a minor in Accounting
Oberon Securities, LLC 2013 - Present
Monmouth Real Estate Investment Corporation (NYSE: MNR) 2005 - Present
New York University 2003 - Present
Cadence Capital Group, LLC 2009 - 2013
Macquarie Group 2008 - 2009
Citigroup Global Markets, Inc. 2006 - 2008
Standard & Poor's 1998 - 2006
Advanced Real Estate Services 1994 - 1997
Skills
Valuation, Structured Finance, Real Estate Economics, Due Diligence, Real Estate, Financial Structuring, Capital Markets, Commercial Real Estate, Corporate Finance, Investments, Mergers & Acquisitions, Acquisitions, Strategy, Investment Strategies, Securitization, Equities, Credit Risk, Underwriting, Credit Analysis, REIT, Private Equity, CMBS
Education
New York University
MS, Real Estate Finance & Investment
University of California, Riverside
BS, Economics with a minor in Accounting
Mordechai (Mordy) Kubany Mordechai (Mordy) Kubany's Oberon Securities, LLC Experience July 2011 - January 2014
Job Founder and CEO at Double Kappa | Experienced Business and Financial Development Consultant
Industry Financial Services
Experience
Double Kappa, LLC August 2009 - Present
Pango Shyyny USA LLC July 2012 - Present
Elie Tahari Family Office and Foundation October 2013 - February 2015
Oberon Securities, LLC July 2011 - January 2014
Middlegate October 2008 - November 2009
The Harrison Group, LLC September 2001 - July 2008
Media and Beyond August 1999 - June 2001
International Business Solutions - IBS May 1998 - August 1999
AP International June 1991 - May 1998
Skills
Private Equity, Entrepreneurship, Strategic Partnerships, Business Development, Mergers, Valuation, Insurance, Corporate Development, Start-ups, Capital Markets, Digital Marketing, Investment Banking, Financial Services, Business Process..., Family Office, Sales and Marketing, Capital Raising, Strategic Business..., Market Penetration, Emerging Markets, Operations Management, Deal Sourcing, Brokerage, Engineering, Software Project..., Product Development..., Due Diligence, Corporate Finance, Venture Capital, Hedge Funds, Asset Managment, Product Development, Management Consulting, Designer Representation, Strategic Consulting, Marketing Strategy, International Sales, Public Relations, Asset Management, Investments, Business Strategy, Mergers & Acquisitions, New Business Development, Strategy, Management, Finance, Consulting, Marketing
Education
New York University, Stern School of Business 1994 — 1996
Business and Management
Ort Singalovsky College / Tel Aviv University 1984 — 1988
B.S., Bachelor of Science Degree in Computer Science and Engineering, May 1988
Tel Aviv University
B.S., Engineering
Double Kappa, LLC August 2009 - Present
Pango Shyyny USA LLC July 2012 - Present
Elie Tahari Family Office and Foundation October 2013 - February 2015
Oberon Securities, LLC July 2011 - January 2014
Middlegate October 2008 - November 2009
The Harrison Group, LLC September 2001 - July 2008
Media and Beyond August 1999 - June 2001
International Business Solutions - IBS May 1998 - August 1999
AP International June 1991 - May 1998
Skills
Private Equity, Entrepreneurship, Strategic Partnerships, Business Development, Mergers, Valuation, Insurance, Corporate Development, Start-ups, Capital Markets, Digital Marketing, Investment Banking, Financial Services, Business Process..., Family Office, Sales and Marketing, Capital Raising, Strategic Business..., Market Penetration, Emerging Markets, Operations Management, Deal Sourcing, Brokerage, Engineering, Software Project..., Product Development..., Due Diligence, Corporate Finance, Venture Capital, Hedge Funds, Asset Managment, Product Development, Management Consulting, Designer Representation, Strategic Consulting, Marketing Strategy, International Sales, Public Relations, Asset Management, Investments, Business Strategy, Mergers & Acquisitions, New Business Development, Strategy, Management, Finance, Consulting, Marketing
Education
New York University, Stern School of Business 1994 — 1996
Business and Management
Ort Singalovsky College / Tel Aviv University 1984 — 1988
B.S., Bachelor of Science Degree in Computer Science and Engineering, May 1988
Tel Aviv University
B.S., Engineering
Lucas Stensö de Marie's Oberon Securities, LLC Experience January 2015 - Present
Job Investment Banking Analyst at Oberon Securities, LLC
Industry Real Estate
Experience
Oberon Securities, LLC January 2015 - Present
Self-Employed October 2011 - Present
Witnick Real Estate Partners September 2014 - December 2014
Equiventure Capital, LLC January 2014 - June 2014
Keller Williams NYC September 2013 - December 2013
Fabege AB January 2013 - June 2013
Peab Sverige AB June 2009 - July 2012
ExtraCoach October 2011 - March 2012
Education
New York University 2013 — 2015
Master of Science (MS), Real Estate Finance and Investment
KTH Royal Institute of Technology 2010 — 2013
Bachelor of Science (B.S.), Engineering & Real Estate
Stockholm University 2012 — 2012
Microeconomic Theory and Applications
Oberon Securities, LLC January 2015 - Present
Self-Employed October 2011 - Present
Witnick Real Estate Partners September 2014 - December 2014
Equiventure Capital, LLC January 2014 - June 2014
Keller Williams NYC September 2013 - December 2013
Fabege AB January 2013 - June 2013
Peab Sverige AB June 2009 - July 2012
ExtraCoach October 2011 - March 2012
Education
New York University 2013 — 2015
Master of Science (MS), Real Estate Finance and Investment
KTH Royal Institute of Technology 2010 — 2013
Bachelor of Science (B.S.), Engineering & Real Estate
Stockholm University 2012 — 2012
Microeconomic Theory and Applications
Louis Frost Louis Frost's Oberon Securities, LLC Experience May 2013 - Present
Job President, Integritas Capital Advisors, LLC
Industry Real Estate
Experience
Integritas Capital Advisors, LLC May 2013 - Present
Oberon Securities, LLC May 2013 - Present
KPMG Corporate Finance / KPMG LLP May 2010 - July 2012
Macquarie Capital (USA), Inc. March 2008 - March 2009
Goldman Sachs March 2005 - January 2008
Deutsche Bank August 2003 - February 2005
VDC Communications, Inc. August 1998 - August 2001
Skills
Client Development, Capital Markets, Equity Capital Markets, Debt Capital Markets, Restructuring, Leading National Teams, Mergers & Acquisitions, Joint Ventures, International Joint..., Capital Raising, Commercial Real Estate, Real Estate Financing, Real Estate Private..., International Real..., Real Estate Transactions, Real Estate Development, Cross-functional Team..., Team Leadership, Strategic Leadership, Thought Leadership, Situational Leadership, Business Valuation, Investment Banking, Due Diligence, Investment Properties, Mergers, Private Equity, Real Estate, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and Accounting
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
JD
Princeton University 1989 — 1993
BA
Integritas Capital Advisors, LLC May 2013 - Present
Oberon Securities, LLC May 2013 - Present
KPMG Corporate Finance / KPMG LLP May 2010 - July 2012
Macquarie Capital (USA), Inc. March 2008 - March 2009
Goldman Sachs March 2005 - January 2008
Deutsche Bank August 2003 - February 2005
VDC Communications, Inc. August 1998 - August 2001
Skills
Client Development, Capital Markets, Equity Capital Markets, Debt Capital Markets, Restructuring, Leading National Teams, Mergers & Acquisitions, Joint Ventures, International Joint..., Capital Raising, Commercial Real Estate, Real Estate Financing, Real Estate Private..., International Real..., Real Estate Transactions, Real Estate Development, Cross-functional Team..., Team Leadership, Strategic Leadership, Thought Leadership, Situational Leadership, Business Valuation, Investment Banking, Due Diligence, Investment Properties, Mergers, Private Equity, Real Estate, Valuation
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance and Accounting
The College of William and Mary - Marshall Wythe Law School 1993 — 1996
JD
Princeton University 1989 — 1993
BA
Assaf Nathan Assaf Nathan's Oberon Securities, LLC Experience December 2014 - Present
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Oberon Securities, LLC December 2014 - Present
Oberon Securities, LLC October 2012 - December 2014
Musicsoft Arts LLC January 2012 - August 2013
Connesta January 2012 - June 2013
Bryant Park Capital February 2011 - January 2012
Backlash Solutions 2007 - December 2010
Hi's Productions 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance
City University of New York-Hunter College
BA, Media
Oberon Securities, LLC December 2014 - Present
Oberon Securities, LLC October 2012 - December 2014
Musicsoft Arts LLC January 2012 - August 2013
Connesta January 2012 - June 2013
Bryant Park Capital February 2011 - January 2012
Backlash Solutions 2007 - December 2010
Hi's Productions 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Corporate Finance
City University of New York-Hunter College
BA, Media
Alex Joslin Alex Joslin's Oberon Securities, LLC Experience June 2012 - April 2013
Job Analyst at Eureka Capital Markets, LLC
Industry Financial Services
Experience
Eureka Capital Markets, LLC May 2013 - Present
Oberon Securities, LLC June 2012 - April 2013
Skills
Capital IQ, M&A experience, LBO, Comparable Analysis, Sell Side, Financial Modeling, Capital Raising, Excel, New Business Development, Financial Statement..., Mergers & Acquisitions, Valuation, Capital Markets, Investments, Financial Analysis, Microsoft Excel, Private Equity, Bloomberg, DCF, Hedge Funds, Economics, Investment Banking, Business Development, Corporate Finance, Auditing
Education
University of California, Santa Barbara
Bachelors of Arts, Business Economics and Accounting
Eureka Capital Markets, LLC May 2013 - Present
Oberon Securities, LLC June 2012 - April 2013
Skills
Capital IQ, M&A experience, LBO, Comparable Analysis, Sell Side, Financial Modeling, Capital Raising, Excel, New Business Development, Financial Statement..., Mergers & Acquisitions, Valuation, Capital Markets, Investments, Financial Analysis, Microsoft Excel, Private Equity, Bloomberg, DCF, Hedge Funds, Economics, Investment Banking, Business Development, Corporate Finance, Auditing
Education
University of California, Santa Barbara
Bachelors of Arts, Business Economics and Accounting
Damion DiGrazia's Oberon Securities, LLC Experience February 2011 - June 2011
Job Business Intelligence Management Consultant / Analyst
Industry Financial Services
Experience
Morgan Stanley / Traxion Group July 2014 - Present
Good Shepherd-Faith Presbyterian Church April 2011 - Present
Investcorp March 2014 - May 2014
United Nations August 2013 - February 2014
STOXX Ltd January 2013 - May 2013
Cypress Associates LLC June 2012 - September 2012
Brean Murray, Carret & Co. January 2012 - June 2012
United Nations October 2011 - January 2012
Oberon Securities, LLC February 2011 - June 2011
Bloomberg July 2010 - December 2010
Skills
Research, PowerPoint, Access, SNL, Factiva, Bloomberg, ThomsonOne, Capital IQ, EDGAR, Outlook, SharePoint, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Microsoft Word, Quantitative Analytics, Economics, Market Research, Leadership, Data Analysis, Management, Social Media, Editing, Finance, Microsoft Office
Education
Harvard University Extension School 2011 — 2013
Master of Liberal Arts, Finance
Columbia University in the City of New York 2008 — 2011
Bachelor of Arts, Sociology
New York Institute of Technology-Old Westbury 2006 — 2007
Bachelor of Science in Business Administration, Small Business Management and Entrepreneurship Option
United States Air Force 2001 — 2002
Technical Training, Power Production Specialist
Morgan Stanley / Traxion Group July 2014 - Present
Good Shepherd-Faith Presbyterian Church April 2011 - Present
Investcorp March 2014 - May 2014
United Nations August 2013 - February 2014
STOXX Ltd January 2013 - May 2013
Cypress Associates LLC June 2012 - September 2012
Brean Murray, Carret & Co. January 2012 - June 2012
United Nations October 2011 - January 2012
Oberon Securities, LLC February 2011 - June 2011
Bloomberg July 2010 - December 2010
Skills
Research, PowerPoint, Access, SNL, Factiva, Bloomberg, ThomsonOne, Capital IQ, EDGAR, Outlook, SharePoint, DCF Valuation, Comparable Analysis, Precedent Transactions, Microsoft Excel, Microsoft Word, Quantitative Analytics, Economics, Market Research, Leadership, Data Analysis, Management, Social Media, Editing, Finance, Microsoft Office
Education
Harvard University Extension School 2011 — 2013
Master of Liberal Arts, Finance
Columbia University in the City of New York 2008 — 2011
Bachelor of Arts, Sociology
New York Institute of Technology-Old Westbury 2006 — 2007
Bachelor of Science in Business Administration, Small Business Management and Entrepreneurship Option
United States Air Force 2001 — 2002
Technical Training, Power Production Specialist
JW Vitalone's Oberon Securities, LLC Experience May 2006 - June 2014
Job Managing Director at Wedgewood Investment Group
Industry Investment Banking
Experience
Wedgewood Investment Group June 2014 - Present
Oberon Securities, LLC May 2006 - June 2014
Tradition Asiel Securities March 2004 - May 2006
Evergreen Investments April 1997 - December 2002
Wells Fargo Capital Management January 1989 - January 1996
Skills
Valuation, Equities, Investment Banking, Corporate Finance, Debt, New Business Development, Capital Markets Advisory, Sell Side, Banking, Bloomberg, Trading, Fixed Income, Finance, Mergers & Acquisitions, M&A experience, Capital, Private Equity, Emerging Markets, Investments, Venture Capital, Portfolio Management, Derivatives, Asset Management, Due Diligence, Hedge Funds, Equity Research, LBO
Education
Golden Gate University, School of Law
JD, Law
McGeorge School of Law
Diploma, Advanced International Legal Studies
Rochester Institute of Technology Saunders College of Business
MBA, Accounting
Saint Bonaventure University
BBA, Finance
Wedgewood Investment Group June 2014 - Present
Oberon Securities, LLC May 2006 - June 2014
Tradition Asiel Securities March 2004 - May 2006
Evergreen Investments April 1997 - December 2002
Wells Fargo Capital Management January 1989 - January 1996
Skills
Valuation, Equities, Investment Banking, Corporate Finance, Debt, New Business Development, Capital Markets Advisory, Sell Side, Banking, Bloomberg, Trading, Fixed Income, Finance, Mergers & Acquisitions, M&A experience, Capital, Private Equity, Emerging Markets, Investments, Venture Capital, Portfolio Management, Derivatives, Asset Management, Due Diligence, Hedge Funds, Equity Research, LBO
Education
Golden Gate University, School of Law
JD, Law
McGeorge School of Law
Diploma, Advanced International Legal Studies
Rochester Institute of Technology Saunders College of Business
MBA, Accounting
Saint Bonaventure University
BBA, Finance
Timothy Bonham Timothy Bonham's Oberon Securities, LLC Experience September 2015 - Present
Job Managing Director, Business Developement
Industry Financial Services
Experience
Oberon Securities, LLC September 2015 - Present
Guggenheim Partners April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2008 - March 2012
Morgan Joseph TriArtisan LLC 2005 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling
Education
John Carroll University
Oberon Securities, LLC September 2015 - Present
Guggenheim Partners April 2012 - November 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2008 - March 2012
Morgan Joseph TriArtisan LLC 2005 - 2008
Skills
Hedge Funds, Fixed Income, Equities, Capital Markets, Investments, Alternative Investments, Asset Management, Private Equity, Portfolio Management, Investment Banking, Valuation, Financial Modeling
Education
John Carroll University
Michael J. Cohen Michael J. Cohen's Oberon Securities, LLC Experience October 2014 - May 2015
Job CREO Capital Investment Banking Analyst: M&A, Restructuring, Capital Raising, Strategic & Financial Advisory
Industry Investment Banking
Experience
CREO Capital Advisors May 2015 - Present
Oberon Securities, LLC October 2014 - May 2015
Ladenburg Thalmann Financial Services Inc. June 2011 - August 2013
Jordan Cooper & Associates May 2010 - August 2010
Skills
Financial Modeling, Capital Markets, Public Speaking, Investments, Valuation, Microsoft Excel, Finance, Investment Banking, Bloomberg Terminal, Research, Leadership, PowerPoint, Capital IQ, Financial Analysis, Mergers & Acquisitions, Equities, Equity Capital Markets, Analysis, Social Media, Microsoft Office, English, Management, Editing, Access, Bloomberg, Writing, Excel, High Yield Oriented..., Event Management, Healthcare, Real Estate, Visual Basic 5.0/6.0, Corporate Finance, Financial Accounting, Data Analysis, Entrepreneurship, Hedge Funds, Fixed Income, IPO, Due Diligence, Economics, LBO, Equity Research, Equity Valuation, DCF, Business Valuation, Private Placements, Capital, Private Equity, Alternative Investments
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
Semester at Sea 2013 — 2013
Abroad Experience, Junior Year Spring Semester
Training The Street 2012 — 2012
Financial Modeling and Corporate Valuation, Accounting and Finance, Passed
University of Cattolica 2012 — 2012
Bachelor's Degree, Study Abroad
North Shore Hebrew Academy High School 2004 — 2012
Bachelors of Business Administration, Finance
CREO Capital Advisors May 2015 - Present
Oberon Securities, LLC October 2014 - May 2015
Ladenburg Thalmann Financial Services Inc. June 2011 - August 2013
Jordan Cooper & Associates May 2010 - August 2010
Skills
Financial Modeling, Capital Markets, Public Speaking, Investments, Valuation, Microsoft Excel, Finance, Investment Banking, Bloomberg Terminal, Research, Leadership, PowerPoint, Capital IQ, Financial Analysis, Mergers & Acquisitions, Equities, Equity Capital Markets, Analysis, Social Media, Microsoft Office, English, Management, Editing, Access, Bloomberg, Writing, Excel, High Yield Oriented..., Event Management, Healthcare, Real Estate, Visual Basic 5.0/6.0, Corporate Finance, Financial Accounting, Data Analysis, Entrepreneurship, Hedge Funds, Fixed Income, IPO, Due Diligence, Economics, LBO, Equity Research, Equity Valuation, DCF, Business Valuation, Private Placements, Capital, Private Equity, Alternative Investments
Education
University of Miami - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Senior
Semester at Sea 2013 — 2013
Abroad Experience, Junior Year Spring Semester
Training The Street 2012 — 2012
Financial Modeling and Corporate Valuation, Accounting and Finance, Passed
University of Cattolica 2012 — 2012
Bachelor's Degree, Study Abroad
North Shore Hebrew Academy High School 2004 — 2012
Bachelors of Business Administration, Finance
Utsav Malik Utsav Malik's Oberon Securities, LLC Experience May 2012 - November 2012
Job Investment Banking Analyst at Societe Generale
Industry Investment Banking
Experience
Société Générale August 2014 - Present
Baruch Wall Street Club April 2012 - May 2014
Societe Generale May 2013 - August 2013
Lloyds Banking Group January 2013 - May 2013
Oberon Securities, LLC May 2012 - November 2012
J.P. Morgan October 2012 - October 2012
United Nations June 2011 - September 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers, Leveraged Finance
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Investments, Minors: Mathematics & Political Science
Société Générale August 2014 - Present
Baruch Wall Street Club April 2012 - May 2014
Societe Generale May 2013 - August 2013
Lloyds Banking Group January 2013 - May 2013
Oberon Securities, LLC May 2012 - November 2012
J.P. Morgan October 2012 - October 2012
United Nations June 2011 - September 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Investment Banking, Mergers, Leveraged Finance
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Investments, Minors: Mathematics & Political Science
Devon Kessler's Oberon Securities, LLC Experience June 2015 - July 2015
Job Investment Banking Summer Intern at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC June 2015 - July 2015
Skills
Financial Modeling
Education
Cornell University ILR School 2015 — 2018
Bachelor’s Degree, Labor and Industrial Relations
Tulane University 2014 — 2015
Economics, 3.9
The Berkshire School 2011 — 2014
High School
Oberon Securities, LLC June 2015 - July 2015
Skills
Financial Modeling
Education
Cornell University ILR School 2015 — 2018
Bachelor’s Degree, Labor and Industrial Relations
Tulane University 2014 — 2015
Economics, 3.9
The Berkshire School 2011 — 2014
High School
Nigel Lam's Oberon Securities, LLC Experience June 2010 - August 2010
Job Corporate Banking Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Betterment June 2011 - August 2011
Oberon Securities, LLC June 2010 - August 2010
Skills
Valuation, Corporate Finance, Financial Analysis, Investments, Due Diligence, Economics, Mandarin, Data Analysis, Microsoft Excel, Mergers & Acquisitions
Education
Trinity School, NYC 2006 — 2010
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Wells Fargo February 2015 - Present
Goldman Sachs June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Betterment June 2011 - August 2011
Oberon Securities, LLC June 2010 - August 2010
Skills
Valuation, Corporate Finance, Financial Analysis, Investments, Due Diligence, Economics, Mandarin, Data Analysis, Microsoft Excel, Mergers & Acquisitions
Education
Trinity School, NYC 2006 — 2010
University of Pennsylvania - The Wharton School
Bachelor of Science in Economics
Luke Camery's Oberon Securities, LLC Experience June 2011 - July 2012
Job Infrastructure Engineer Intern at Palantir Technologies
Industry Computer Software
Experience
Brown University Department of Computer Science September 2014 - Present
Brown Entrepreneurship Program September 2013 - Present
Undergraduate Council of Students September 2013 - Present
Palantir Technologies June 2015 - August 2015
Trinity School May 2012 - May 2013
Trinity Microfinance Project May 2011 - May 2013
Highbridge Capital Management July 2012 - July 2012
Oberon Securities, LLC June 2011 - July 2012
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital IQ, Corporate Finance, DCF, Private Equity, Bloomberg Terminal, Capital Markets, Equities, Equity Research, Due Diligence, M&A experience, Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Computer Science, Java, Processing, Algorithms, File Systems, IT Management, Business Valuation, Quantitative Analytics
Education
Brown University 2013 — 2017
Bachelor of Science (BS), Computer Science - Economics
Trinity School 2009 — 2013
Brown University Department of Computer Science September 2014 - Present
Brown Entrepreneurship Program September 2013 - Present
Undergraduate Council of Students September 2013 - Present
Palantir Technologies June 2015 - August 2015
Trinity School May 2012 - May 2013
Trinity Microfinance Project May 2011 - May 2013
Highbridge Capital Management July 2012 - July 2012
Oberon Securities, LLC June 2011 - July 2012
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Capital IQ, Corporate Finance, DCF, Private Equity, Bloomberg Terminal, Capital Markets, Equities, Equity Research, Due Diligence, M&A experience, Mergers & Acquisitions, Financial Analysis, Venture Capital, Hedge Funds, Computer Science, Java, Processing, Algorithms, File Systems, IT Management, Business Valuation, Quantitative Analytics
Education
Brown University 2013 — 2017
Bachelor of Science (BS), Computer Science - Economics
Trinity School 2009 — 2013
Siva Sundaram Siva Sundaram's Oberon Securities, LLC Experience July 2011 - December 2013
Job Associate at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC July 2011 - December 2013
Morrissey Advisors: Business Valuations and Private Equity Solutions July 2010 - June 2011
Gartner Inc: Leading technology research and strategy advisory May 2007 - May 2010
Elara Capital: India focused investment bank December 2006 - March 2007
Accenture Inc: Global management consulting April 2003 - September 2005
Computer Horizons Corporation: Techology Consulting January 1998 - November 2002
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Management Consulting, FINRA Series 79, Strategy, Corporate Finance, Business Strategy, Business Analysis, Program Management, Forecasting, IT Strategy, Market Research, Finance, Entrepreneurship, Project Management
Education
University of Oxford - Said Business School 2005 — 2006
MBA, Finance
Annamalai University
BE, Mechanical Engineering
SBOA High School
Oberon Securities, LLC July 2011 - December 2013
Morrissey Advisors: Business Valuations and Private Equity Solutions July 2010 - June 2011
Gartner Inc: Leading technology research and strategy advisory May 2007 - May 2010
Elara Capital: India focused investment bank December 2006 - March 2007
Accenture Inc: Global management consulting April 2003 - September 2005
Computer Horizons Corporation: Techology Consulting January 1998 - November 2002
Skills
Financial Modeling, Valuation, Mergers & Acquisitions, Management Consulting, FINRA Series 79, Strategy, Corporate Finance, Business Strategy, Business Analysis, Program Management, Forecasting, IT Strategy, Market Research, Finance, Entrepreneurship, Project Management
Education
University of Oxford - Said Business School 2005 — 2006
MBA, Finance
Annamalai University
BE, Mechanical Engineering
SBOA High School
Harry Chevan Harry Chevan's Oberon Securities, LLC Experience March 2015 - Present
Job
Industry Investment Banking
Experience
Oberon Securities, LLC March 2015 - Present
Sokrati May 2014 - February 2015
Agile Equity 2008 - February 2015
Gruppo, Levey & Co. September 1996 - April 2008
Cowles Business Media 1992 - 1996
Skills
SaaS, Cloud Computing, Retail, Corporate Development, Mergers, Venture Capital, Private Equity, Start-ups, Due Diligence, Entrepreneurship, Investment Banking, Financial Modeling
Education
Columbia University - Graduate School of Journalism 1988 — 1989
M.S., Journalism
University of Massachusetts, Amherst 1983 — 1987
B.S, Mechanical Engineering
Oberon Securities, LLC March 2015 - Present
Sokrati May 2014 - February 2015
Agile Equity 2008 - February 2015
Gruppo, Levey & Co. September 1996 - April 2008
Cowles Business Media 1992 - 1996
Skills
SaaS, Cloud Computing, Retail, Corporate Development, Mergers, Venture Capital, Private Equity, Start-ups, Due Diligence, Entrepreneurship, Investment Banking, Financial Modeling
Education
Columbia University - Graduate School of Journalism 1988 — 1989
M.S., Journalism
University of Massachusetts, Amherst 1983 — 1987
B.S, Mechanical Engineering
Steven (Tianming) Li Steven (Tianming) Li's Oberon Securities, LLC Experience October 2011 - February 2012
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Oberon Securities, LLC October 2011 - February 2012
New York University June 2011 - October 2011
Distributed Capital Group, Inc February 2011 - October 2011
Chinese Mei Society September 2010 - June 2011
Skills
Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Critical Thinking, Mandarin, Restructuring, LBO, Microsoft Excel, Credit Analysis, Creative Solutions, Portfolio Management, Mergers & Acquisitions, Economics, Analysis, Teamwork, Valuation, Corporate Finance, Strategy, Equities, Data Analysis, Credit Risk, Finance, Revolving Lines of..., Leveraged Finance, Leveraged Lending, Budgets, Microsoft Office, Investments, Venture Capital, Debt Restructuring, High Yield Bonds, Capital IQ, Term Loan, Virtual Reality, Bloomberg, PowerPoint, Capital Markets, Bloomberg Terminal, Microsoft Word, Research, Private Equity, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and Economics
Auckland International College (High School) 2007 — 2009
International Baccalaureate Diploma, Mathematics, Economics, and English Higher Level
Auckland Grammar School 2004 — 2007
High School, IGCSE, Cambridge A Levels
Moelis & Company January 2015 - Present
J.P. Morgan June 2013 - January 2015
J.P. Morgan June 2012 - August 2012
Oberon Securities, LLC October 2011 - February 2012
New York University June 2011 - October 2011
Distributed Capital Group, Inc February 2011 - October 2011
Chinese Mei Society September 2010 - June 2011
Skills
Financial Modeling, Investment Banking, Due Diligence, Financial Analysis, Critical Thinking, Mandarin, Restructuring, LBO, Microsoft Excel, Credit Analysis, Creative Solutions, Portfolio Management, Mergers & Acquisitions, Economics, Analysis, Teamwork, Valuation, Corporate Finance, Strategy, Equities, Data Analysis, Credit Risk, Finance, Revolving Lines of..., Leveraged Finance, Leveraged Lending, Budgets, Microsoft Office, Investments, Venture Capital, Debt Restructuring, High Yield Bonds, Capital IQ, Term Loan, Virtual Reality, Bloomberg, PowerPoint, Capital Markets, Bloomberg Terminal, Microsoft Word, Research, Private Equity, Social Media
Education
New York University - Leonard N. Stern School of Business 2009 — 2013
Bachelor of Science, Finance and Economics
Auckland International College (High School) 2007 — 2009
International Baccalaureate Diploma, Mathematics, Economics, and English Higher Level
Auckland Grammar School 2004 — 2007
High School, IGCSE, Cambridge A Levels
Dan Ramsden Dan Ramsden's Oberon Securities, LLC Experience January 2014 - Present
Job Banking, strategy, investment in the digital economy
Industry Financial Services
Experience
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Oberon Securities, LLC January 2014 - Present
Fordham University September 2014 - Present
CoRise September 2009 - December 2014
Near Earth LLC 2005 - August 2009
Bentley Associates 2003 - 2005
BMO Capital Markets 1994 - 2002
Bank of Montreal April 1990 - December 1994
Dreyfus January 1987 - August 1988
Skills
Digital Media, Investment Banking, Entrepreneurship, Mergers, Corporate Finance, Business Strategy, Financial Analysis, Private Equity, Venture Capital, Strategic Partnerships, Start-ups, Strategy, Finance, Business Development, Funding, Capital Markets, Equities, Media, Executive Management, Valuation, Investments, Corporate Development, Mergers & Acquisitions, Joint Ventures, Analysis, Analytics, Strategic Planning, Due Diligence, LBO, Structured Finance, Angel Investing, Private Placements, IPO, M&A experience, Venture Financing, Investor Relations, Financial Structuring, Financial Modeling
Education
Cornell University 1982 — 1986
B.A., English
Fordham University - Graduate School of Business Administration
MBA, Corporate Finance and Accounting, cum laude
Christopher DeLara's Oberon Securities, LLC Experience June 2015 - August 2015
Job Director of Business Strategy at MilesAhead | Business Analyst at Cornell Strategic Consulting
Industry Management Consulting
Experience
MilesAhead (Karp Enterprises) September 2015 - Present
Oberon Securities, LLC June 2015 - August 2015
Montclair Kimberley Academy May 2015 - June 2015
Skills
Leadership, Training, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Healthcare, Public Speaking, Social Media, Time Management, Microsoft Office, Research, Management, Sales, Photoshop, Event Planning, Writing, Teamwork, Data Analysis, Capital IQ, Strategic Planning, Business Strategy
Education
Cornell University ILR School 2015 — 2019
Bachelor’s Degree, Industrial and Labor Relations
Montclair Kimberley Academy 2011 — 2015
High School, Liberal Arts Curriculum
MilesAhead (Karp Enterprises) September 2015 - Present
Oberon Securities, LLC June 2015 - August 2015
Montclair Kimberley Academy May 2015 - June 2015
Skills
Leadership, Training, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Healthcare, Public Speaking, Social Media, Time Management, Microsoft Office, Research, Management, Sales, Photoshop, Event Planning, Writing, Teamwork, Data Analysis, Capital IQ, Strategic Planning, Business Strategy
Education
Cornell University ILR School 2015 — 2019
Bachelor’s Degree, Industrial and Labor Relations
Montclair Kimberley Academy 2011 — 2015
High School, Liberal Arts Curriculum
Ariel Berko's Oberon Securities, LLC Experience January 2015 - Present
Job Managing Director at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC January 2015 - Present
Cato Capital LLC July 2013 - December 2014
Star Finance Group April 2012 - July 2013
Opus Trading April 2007 - April 2009
Skills
Strategic Financial..., Tax, Investments, Finance, Mergers, Private Equity, Due Diligence, Business Strategy, Strategic Planning, Management Consulting, Venture Capital, Corporate Finance, Corporate Governance, Start-ups, Entrepreneurship, Change Management, Financial Analysis, Accounting, Asset Managment, Corporate Law, Investment Strategies, Asset Management, Mergers & Acquisitions, Income Tax
Education
Brooklyn College 1994 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Oberon Securities, LLC January 2015 - Present
Cato Capital LLC July 2013 - December 2014
Star Finance Group April 2012 - July 2013
Opus Trading April 2007 - April 2009
Skills
Strategic Financial..., Tax, Investments, Finance, Mergers, Private Equity, Due Diligence, Business Strategy, Strategic Planning, Management Consulting, Venture Capital, Corporate Finance, Corporate Governance, Start-ups, Entrepreneurship, Change Management, Financial Analysis, Accounting, Asset Managment, Corporate Law, Investment Strategies, Asset Management, Mergers & Acquisitions, Income Tax
Education
Brooklyn College 1994 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Christopher Elders's Oberon Securities, LLC Experience October 2011 - April 2013
Job Investment Banking at Citi
Industry Investment Banking
Experience
Citi June 2013 - Present
Oberon Securities, LLC October 2011 - April 2013
Cravath, Swaine & Moore LLP October 2008 - October 2011
Harvard University August 2007 - August 2008
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Corporate Finance, Due Diligence, Investments, Capital Markets, Venture Capital
Education
Harvard Law School
J.D.
University of Oxford
M.Sc.
London School of Economics and Political Science
General Course
Morehouse College
B.A. (Honors)
Citi June 2013 - Present
Oberon Securities, LLC October 2011 - April 2013
Cravath, Swaine & Moore LLP October 2008 - October 2011
Harvard University August 2007 - August 2008
Skills
Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Valuation, Corporate Finance, Due Diligence, Investments, Capital Markets, Venture Capital
Education
Harvard Law School
J.D.
University of Oxford
M.Sc.
London School of Economics and Political Science
General Course
Morehouse College
B.A. (Honors)
Ari Bal's Oberon Securities, LLC Experience January 2011 - Present
Job Analyst at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC January 2011 - Present
Stuart Investments August 2008 - April 2010
Tecfin Stock Advisors January 2008 - July 2008
Inderjeet Consultants February 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Investment Banking, Quantitative Analytics, Portfolio Management, Due Diligence, VBA, Derivatives, Investments, Hedge Funds, Strategy, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Quantitative Finance, Mergers & Acquisitions, Analysis, Private Equity, Finance, Venture Capital, LBO, Corporate Development, Financial Statement..., Emerging Markets, M&A experience, Monte Carlo Simulation, Sage CRM, Capital IQ, Matlab, Bloomberg, R, SQL, Quantitative Analysis, Research, Market Research, Statistics
Education
Illinois Institute of Technology 2008 — 2010
MS, Finance
Panjab University 2002 — 2007
Bachelor of Engineering, Biotechnology
Oberon Securities, LLC January 2011 - Present
Stuart Investments August 2008 - April 2010
Tecfin Stock Advisors January 2008 - July 2008
Inderjeet Consultants February 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Investment Banking, Quantitative Analytics, Portfolio Management, Due Diligence, VBA, Derivatives, Investments, Hedge Funds, Strategy, Microsoft Office, Financial Analysis, Capital Markets, Microsoft Excel, Quantitative Finance, Mergers & Acquisitions, Analysis, Private Equity, Finance, Venture Capital, LBO, Corporate Development, Financial Statement..., Emerging Markets, M&A experience, Monte Carlo Simulation, Sage CRM, Capital IQ, Matlab, Bloomberg, R, SQL, Quantitative Analysis, Research, Market Research, Statistics
Education
Illinois Institute of Technology 2008 — 2010
MS, Finance
Panjab University 2002 — 2007
Bachelor of Engineering, Biotechnology
Carl Lichtenfels's Oberon Securities, LLC Experience July 2012 - June 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan July 2013 - Present
Oberon Securities, LLC July 2012 - June 2013
State Street Bank June 2011 - August 2011
Education
Providence College 2008 — 2012
Portsmouth Abbey School 2004 — 2008
J.P. Morgan July 2013 - Present
Oberon Securities, LLC July 2012 - June 2013
State Street Bank June 2011 - August 2011
Education
Providence College 2008 — 2012
Portsmouth Abbey School 2004 — 2008
Mark Ramadan's Oberon Securities, LLC Experience July 2006 - August 2006
Job
Industry Consumer Goods
Experience
Kensington & Sons January 2008 - Present
McKinsey & Company September 2008 - May 2010
Goldman Sachs June 2007 - August 2007
Oberon Securities, LLC July 2006 - August 2006
Education
Brown University 2004 — 2008
BA, Economics, International Relations
Kensington & Sons January 2008 - Present
McKinsey & Company September 2008 - May 2010
Goldman Sachs June 2007 - August 2007
Oberon Securities, LLC July 2006 - August 2006
Education
Brown University 2004 — 2008
BA, Economics, International Relations
Case Carpenter's Oberon Securities, LLC Experience 2011 - 2012
Job Investment Professional at Second Alpha
Industry Venture Capital & Private Equity
Experience
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce
Second Alpha 2014 - Present
Houlihan Lokey 2012 - 2013
Oberon Securities, LLC 2011 - 2012
Dory Ventures 2011 - 2011
Silvercrest Asset Management 2009 - 2009
US Department of the Treasury 2008 - 2008
Future Generations (China) 2007 - 2007
Skills
Private Equity, Financial Modeling, Investment Banking, Valuation, Capital IQ, Finance, Corporate Development, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, DCF, M&A experience, LBO, Bloomberg
Education
Choate Rosemary Hall
FCDS
University of Virginia
McIntire School of Commerce