Petsky Prunier LLC
Industry: Capital market company
DescriptionFounded: 1999 Subsidiary: Petsky Prunier Securities, LLCFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportPetsky Prunier LLCWebsiteDirections Saved (0) Saved Save Investment bank in New York City, New York Address: 60 Broad St, New York, NY 10004 Phone: (212) 842-6020: Hours: : Place name: : : Website: Category: : : Website: http://petskyprunier.com/ Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Petsky Prunier LLC Posting publicly on the Web Write a review Reviews Be the first to review
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Petsky Prunier LLC Employees
Employee
Years
Job
Industry
Yvonne Gor Yvonne Gor's Petsky Prunier LLC Experience 2007 - 2007
Job Global Mergers & Aquisitions
Industry Investment Banking
Experience
Lowe's Companies, Inc. November 2014 - Present
HSBC & AIG April 2011 - April 2014
New York Life International 2008 - 2011
Petsky Prunier LLC 2007 - 2007
J.P. Morgan 2005 - 2007
Standard Bank September 2004 - May 2005
Goldman Sachs June 2004 - August 2004
Goldman Sachs June 2003 - August 2003
Skills
M&A experience, Strategic Planning, Financial Modeling, Management Presentations, Valuation, Financial Analysis, Industry Research, Business Development..., Investment Banking, Due Diligence, Management, Emerging Markets, Strategy, Finance, Capital Markets, Mergers & Acquisitions, Business Development, Corporate Finance, Competitive Analysis, Quantitative Analytics
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Investment Banking Institute 2012 — 2012
Certificate
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor's Degree
Lowe's Companies, Inc. November 2014 - Present
HSBC & AIG April 2011 - April 2014
New York Life International 2008 - 2011
Petsky Prunier LLC 2007 - 2007
J.P. Morgan 2005 - 2007
Standard Bank September 2004 - May 2005
Goldman Sachs June 2004 - August 2004
Goldman Sachs June 2003 - August 2003
Skills
M&A experience, Strategic Planning, Financial Modeling, Management Presentations, Valuation, Financial Analysis, Industry Research, Business Development..., Investment Banking, Due Diligence, Management, Emerging Markets, Strategy, Finance, Capital Markets, Mergers & Acquisitions, Business Development, Corporate Finance, Competitive Analysis, Quantitative Analytics
Education
Duke University - The Fuqua School of Business 2012 — 2013
Master of Business Administration (M.B.A.)
Investment Banking Institute 2012 — 2012
Certificate
New York University - Leonard N. Stern School of Business 2001 — 2005
Bachelor's Degree
Bruno Aloisio Bruno Aloisio's Petsky Prunier LLC Experience May 2014 - Present
Job Investment Banking Analyst at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC May 2014 - Present
Fordham University August 2013 - May 2014
BNP Paribas June 2013 - August 2013
Brookhaven National Lab June 2012 - January 2013
Fordham University September 2011 - May 2012
Skills
Mergers & Acquisitions, PowerPoint, Financial Analysis, Microsoft Excel, Management, Financial Modeling, Leadership, Teamwork, Value Investing, Equities, Financial Statement..., Equity Research, Investments, Bloomberg Terminal, Valuation, Business Valuation
Education
Fordham University 2011 — 2014
Bachelor of Science (BS), Business Administration
Petsky Prunier LLC May 2014 - Present
Fordham University August 2013 - May 2014
BNP Paribas June 2013 - August 2013
Brookhaven National Lab June 2012 - January 2013
Fordham University September 2011 - May 2012
Skills
Mergers & Acquisitions, PowerPoint, Financial Analysis, Microsoft Excel, Management, Financial Modeling, Leadership, Teamwork, Value Investing, Equities, Financial Statement..., Equity Research, Investments, Bloomberg Terminal, Valuation, Business Valuation
Education
Fordham University 2011 — 2014
Bachelor of Science (BS), Business Administration
Theresa Fortin Theresa Fortin's Petsky Prunier LLC Experience June 2009 - May 2013
Job Private Client Advisory Team at Wilmington Trust
Industry Legal Services
Experience
Wilmington Trust, N.A. May 2013 - Present
New York County Lawyers' Association November 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP January 2013 - May 2013
Petsky Prunier LLC June 2009 - May 2013
Epstein Becker & Green, P.C. August 2012 - December 2012
Cohen & Schwartz, LLP May 2012 - August 2012
HRA June 2011 - August 2011
Honorable Judd J. Carhart, Hampden Superior Court September 2009 - December 2009
Skills
Estate Planning, Elder Law, Trusts, Courts, Wealth, Estate Law
Education
New York Law School 2010 — 2013
Juris Doctor
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Political Science; Legal Studies, Cum Laude
Wilmington Trust, N.A. May 2013 - Present
New York County Lawyers' Association November 2014 - Present
Wolf Haldenstein Adler Freeman & Herz LLP January 2013 - May 2013
Petsky Prunier LLC June 2009 - May 2013
Epstein Becker & Green, P.C. August 2012 - December 2012
Cohen & Schwartz, LLP May 2012 - August 2012
HRA June 2011 - August 2011
Honorable Judd J. Carhart, Hampden Superior Court September 2009 - December 2009
Skills
Estate Planning, Elder Law, Trusts, Courts, Wealth, Estate Law
Education
New York Law School 2010 — 2013
Juris Doctor
University of Massachusetts, Amherst 2006 — 2010
Bachelor of Arts, Political Science; Legal Studies, Cum Laude
Colin Renz Colin Renz's Petsky Prunier LLC Experience January 2012 - March 2014
Job Vice President at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2014 - Present
Petsky Prunier LLC January 2012 - March 2014
Miller Buckfire 2006 - September 2011
Deutsche Bank May 2006 - October 2006
Chanin Capital Partners June 2002 - April 2006
Skills
Mergers, Restructuring, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Capital Raising, Financial Modeling, LBO, Financial Services, Corporate Development, Finance, Securities, Capital Markets, Due Diligence, Equities
Education
Amherst College 1998 — 2002
BA, Economics
Hackley School 1994 — 1998
Credit Suisse March 2014 - Present
Petsky Prunier LLC January 2012 - March 2014
Miller Buckfire 2006 - September 2011
Deutsche Bank May 2006 - October 2006
Chanin Capital Partners June 2002 - April 2006
Skills
Mergers, Restructuring, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Private Equity, Capital Raising, Financial Modeling, LBO, Financial Services, Corporate Development, Finance, Securities, Capital Markets, Due Diligence, Equities
Education
Amherst College 1998 — 2002
BA, Economics
Hackley School 1994 — 1998
Danielle Lindsay Danielle Lindsay's Petsky Prunier LLC Experience May 2011 - Present
Job Marketing Manager at Petsky Prunier LLC
Industry Marketing and Advertising
Experience
Petsky Prunier LLC May 2011 - Present
Gillman Consulting Architect P.C. November 2009 - May 2011
Downtown Music Publishing May 2009 - February 2010
Education
Florida State University 2005 — 2009
Bachelor's Degree, Business Marketing
Petsky Prunier LLC May 2011 - Present
Gillman Consulting Architect P.C. November 2009 - May 2011
Downtown Music Publishing May 2009 - February 2010
Education
Florida State University 2005 — 2009
Bachelor's Degree, Business Marketing
Charles Sullivan Charles Sullivan's Petsky Prunier LLC Experience March 2014 - August 2014
Job Law Student at UCLA
Industry Law Practice
Experience
New York State Supreme Court October 2014 - August 2015
The Public Defender Service for the District of Columbia January 2015 - March 2015
Petsky Prunier LLC March 2014 - August 2014
Bayberry Capital, Inc. June 2012 - 2014
Value Retail July 2011 - July 2011
The Office of Senator Kirsten E. Gillibrand January 2010 - April 2010
Education
University of California, Los Angeles - School of Law 2015 — 2018
Juris Doctor (J.D.)
Georgetown University 2008 — 2012
B.A., History, Economics
McGhee Center for Eastern Mediterranean Studies 2010 — 2010
Pomfret School 2005 — 2008
Eaglebrook School 2003 — 2005
New York State Supreme Court October 2014 - August 2015
The Public Defender Service for the District of Columbia January 2015 - March 2015
Petsky Prunier LLC March 2014 - August 2014
Bayberry Capital, Inc. June 2012 - 2014
Value Retail July 2011 - July 2011
The Office of Senator Kirsten E. Gillibrand January 2010 - April 2010
Education
University of California, Los Angeles - School of Law 2015 — 2018
Juris Doctor (J.D.)
Georgetown University 2008 — 2012
B.A., History, Economics
McGhee Center for Eastern Mediterranean Studies 2010 — 2010
Pomfret School 2005 — 2008
Eaglebrook School 2003 — 2005
Don McKenzie Don McKenzie's Petsky Prunier LLC Experience October 2005 - September 2006
Job President & Chief Growth Officer at Innovairre
Industry Marketing and Advertising
Experience
Innovairre June 2013 - Present
SourceLink January 2011 - February 2013
Board of Directors, Direct Marketing Association February 2006 - January 2013
Budco February 2010 - May 2011
Direct Group September 2006 - January 2010
Petsky Prunier LLC October 2005 - September 2006
CC3 September 2000 - May 2005
ADVO, Inc 1996 - 2000
Skills
Database Marketing, Integrated Marketing, Analytics, Direct Marketing, Direct Mail, Online Advertising, Lead Generation, Customer Acquisition, Email Marketing, Multi-channel Marketing, Digital Media, Marketing Strategy, E-commerce, Marketing, Entrepreneurship, Management, Leadership, Advertising, Strategy, Mergers & Acquisitions, Strategic Planning, Digital Marketing, Strategic Partnerships, Web Marketing, Sales, Interactive Marketing, Online Marketing, Mobile Marketing
Education
Springfield College 1972 — 1976
BS, Education
Innovairre June 2013 - Present
SourceLink January 2011 - February 2013
Board of Directors, Direct Marketing Association February 2006 - January 2013
Budco February 2010 - May 2011
Direct Group September 2006 - January 2010
Petsky Prunier LLC October 2005 - September 2006
CC3 September 2000 - May 2005
ADVO, Inc 1996 - 2000
Skills
Database Marketing, Integrated Marketing, Analytics, Direct Marketing, Direct Mail, Online Advertising, Lead Generation, Customer Acquisition, Email Marketing, Multi-channel Marketing, Digital Media, Marketing Strategy, E-commerce, Marketing, Entrepreneurship, Management, Leadership, Advertising, Strategy, Mergers & Acquisitions, Strategic Planning, Digital Marketing, Strategic Partnerships, Web Marketing, Sales, Interactive Marketing, Online Marketing, Mobile Marketing
Education
Springfield College 1972 — 1976
BS, Education
Zeinab Sayed's Petsky Prunier LLC Experience November 2013 - October 2014
Job Senior Research Analyst, Analytics & Insight at MEC
Industry Marketing and Advertising
Experience
MEC October 2014 - Present
Petsky Prunier LLC November 2013 - October 2014
Petsky Prunier LLC August 2011 - November 2013
StyleUp (YC W13) January 2013 - June 2013
PR Consulting August 2012 - November 2012
BBC Worldwide January 2012 - May 2012
Skills
Social Media, Blogging, Event Planning, Editing, Press Releases, Tumblr, Facebook, Cision, Media Relations, Public Relations, Social Media Marketing, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Major: Communication and Media Studies (Journalism) and Middle Eastern Studies Minor: Arabic
MEC October 2014 - Present
Petsky Prunier LLC November 2013 - October 2014
Petsky Prunier LLC August 2011 - November 2013
StyleUp (YC W13) January 2013 - June 2013
PR Consulting August 2012 - November 2012
BBC Worldwide January 2012 - May 2012
Skills
Social Media, Blogging, Event Planning, Editing, Press Releases, Tumblr, Facebook, Cision, Media Relations, Public Relations, Social Media Marketing, Microsoft Office
Education
Fordham University 2009 — 2013
Bachelor of Arts (B.A.), Major: Communication and Media Studies (Journalism) and Middle Eastern Studies Minor: Arabic
Nisha Prasad Nisha Prasad's Petsky Prunier LLC Experience February 2009 - August 2009
Job MBA Candidate at Columbia Business School
Industry Financial Services
Experience
Intel Corporation July 2011 - August 2015
Endeavor October 2010 - December 2010
Ross Stores June 2010 - August 2010
Kenneth Cole Productions June 2009 - August 2009
Petsky Prunier LLC February 2009 - August 2009
Bulgari September 2008 - December 2008
Lok Capital June 2008 - August 2008
Hollister Company August 2006 - May 2007
Skills
Project Planning, Analysis, Supply Chain, Budgets, Financial Analysis, Forecasting, Retail, Mergers & Acquisitions, Marketing Strategy, Manufacturing, Finance, Corporate Finance, Team Leadership, Data Analysis, Management, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Social Enterprise
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Intel Corporation July 2011 - August 2015
Endeavor October 2010 - December 2010
Ross Stores June 2010 - August 2010
Kenneth Cole Productions June 2009 - August 2009
Petsky Prunier LLC February 2009 - August 2009
Bulgari September 2008 - December 2008
Lok Capital June 2008 - August 2008
Hollister Company August 2006 - May 2007
Skills
Project Planning, Analysis, Supply Chain, Budgets, Financial Analysis, Forecasting, Retail, Mergers & Acquisitions, Marketing Strategy, Manufacturing, Finance, Corporate Finance, Team Leadership, Data Analysis, Management, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.), Finance and Social Enterprise
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Sanjiv Sanghavi's Petsky Prunier LLC Experience August 2006 - March 2011
Job Founder, NewCo
Industry Internet
Experience
NewCo April 2015 - Present
ClassPass March 2011 - Present
Quo July 2014 - May 2015
Simple Labs, Inc. August 2014 - March 2015
Beer Dreamer December 2013 - April 2014
Petsky Prunier LLC August 2006 - March 2011
Aleutian Capital Partners June 2005 - June 2006
Cendant August 2004 - June 2005
Skills
Start-ups, Corporate Development, Financial Modeling, Strategic Partnerships, E-commerce, Product, Strategic Data Analysis, Business Operations, Customer Service..., Demand Planning, Fundraising, Finance, Entrepreneurship, Leadership, Strategy, Social Media, Investment Banking, Product Management, Valuation, Corporate Finance, Due Diligence, Management, Analytics
Education
Boston University 2000 — 2004
BA, Finance & Operations Management
Roxbury High School 1996 — 2000
NewCo April 2015 - Present
ClassPass March 2011 - Present
Quo July 2014 - May 2015
Simple Labs, Inc. August 2014 - March 2015
Beer Dreamer December 2013 - April 2014
Petsky Prunier LLC August 2006 - March 2011
Aleutian Capital Partners June 2005 - June 2006
Cendant August 2004 - June 2005
Skills
Start-ups, Corporate Development, Financial Modeling, Strategic Partnerships, E-commerce, Product, Strategic Data Analysis, Business Operations, Customer Service..., Demand Planning, Fundraising, Finance, Entrepreneurship, Leadership, Strategy, Social Media, Investment Banking, Product Management, Valuation, Corporate Finance, Due Diligence, Management, Analytics
Education
Boston University 2000 — 2004
BA, Finance & Operations Management
Roxbury High School 1996 — 2000
Jessica Moton's Petsky Prunier LLC Experience May 2010 - November 2013
Job Principal Advanced Analytics @ AT&T
Industry Telecommunications
Experience
AT&T August 2015 - Present
AT&T November 2013 - Present
Spiral Learning 2009 - Present
Petsky Prunier LLC May 2010 - November 2013
Skills
Investment Banking, Analytics, Valuation, Financial Market..., Corporate Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, Equity Indices, Middle Market, Capital Markets, Corporate Finance, Due Diligence, Start-ups, Hive, R, Data Visualization, Marketing Analytics, Academic Tutoring, Strategy, Big Data, Management
Education
University of Michigan 2005 — 2010
Bachelor of Science (BS), Mathematical Biology
AT&T August 2015 - Present
AT&T November 2013 - Present
Spiral Learning 2009 - Present
Petsky Prunier LLC May 2010 - November 2013
Skills
Investment Banking, Analytics, Valuation, Financial Market..., Corporate Development, Mergers & Acquisitions, Venture Capital, Financial Modeling, Equity Indices, Middle Market, Capital Markets, Corporate Finance, Due Diligence, Start-ups, Hive, R, Data Visualization, Marketing Analytics, Academic Tutoring, Strategy, Big Data, Management
Education
University of Michigan 2005 — 2010
Bachelor of Science (BS), Mathematical Biology
Fabian Robinson Fabian Robinson's Petsky Prunier LLC Experience October 2002 - November 2009
Job Social Media Strategist | Content Producer | Food Blogger
Industry Marketing and Advertising
Experience
FAR Social Media LLC November 2009 - Present
Sur La Table November 2012 - Present
Petsky Prunier LLC October 2002 - November 2009
American Express Publishing September 2001 - May 2006
Black Enterprise Magazine January 2000 - September 2001
Contract Marketing Consultant March 1997 - November 2000
The Direct Marketing Association September 1995 - April 1999
Skills
Direct Marketing, Digital Marketing, Database Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Marketing Communications, Lead Generation, Web Analytics, Marketing, CRM, Strategy, Advertising, Online Marketing
Education
New York University 2000 — 2003
MS, Integrated Marketing
Hunter College
BA, Statistics
FAR Social Media LLC November 2009 - Present
Sur La Table November 2012 - Present
Petsky Prunier LLC October 2002 - November 2009
American Express Publishing September 2001 - May 2006
Black Enterprise Magazine January 2000 - September 2001
Contract Marketing Consultant March 1997 - November 2000
The Direct Marketing Association September 1995 - April 1999
Skills
Direct Marketing, Digital Marketing, Database Marketing, Email Marketing, Integrated Marketing, Social Media Marketing, Social Media, Market Research, Marketing Strategy, Marketing Communications, Lead Generation, Web Analytics, Marketing, CRM, Strategy, Advertising, Online Marketing
Education
New York University 2000 — 2003
MS, Integrated Marketing
Hunter College
BA, Statistics
Marc Flor Marc Flor's Petsky Prunier LLC Experience January 2013 - Present
Job Vice President, Investment Banking at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC January 2013 - Present
Petsky Prunier LLC 2008 - December 2012
Coady Diemar Partners 2006 - 2008
Skills
Investment Banking, M&A experience, Corporate Finance, Finance, Due Diligence, Valuation, Capital Markets, Financial Analysis, Middle Market, Private Placements, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Modeling, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Accounting and Finance, Marketing
Petsky Prunier LLC January 2013 - Present
Petsky Prunier LLC 2008 - December 2012
Coady Diemar Partners 2006 - 2008
Skills
Investment Banking, M&A experience, Corporate Finance, Finance, Due Diligence, Valuation, Capital Markets, Financial Analysis, Middle Market, Private Placements, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Modeling, Strategy
Education
The Ohio State University - The Max M. Fisher College of Business
Bachelor of Science (B.S.), Accounting and Finance, Marketing
John Sternfield John Sternfield's Petsky Prunier LLC Experience March 2012 - Present
Job Head of Technology Investment Banking Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC March 2012 - Present
North Point Advisors April 2009 - February 2012
The Ritz-Carlton Club Aspen Highlands 2003 - October 2011
Cantor Fitzgerald August 2006 - April 2009
Ross Road Partners June 2002 - August 2006
Piper Jaffray 1995 - 2002
Montgomery Securities 1992 - 1995
Skills
Market Development, Private Placements, Capital Markets, Investment Banking, Corporate Advisory, Mergers, Private Equity, Corporate Finance, Valuation, Due Diligence, Strategy, Entrepreneurship, Asset Management, Business Development, Investments, Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, New Business Development, Financial Services, Start-ups, Cross-functional Team..., Leadership, Executive Management, M&A experience, Finance, Strategic Planning, Financial Modeling, Corporate Development, Business Strategy, Emerging Markets, LBO, Structured Finance, Financial Structuring, Leveraged Finance, Management, Portfolio Management, Growth Capital, Angel Investing, IPO, Restructuring, Acquisitions, Divestitures, Capital Raising, Business Valuation, Investor Relations, Equity Valuation, Deal Sourcing, Equities
Education
Harvard Business School 1981 — 1983
MBA, Finance
University of Pennsylvania
BA, Sociology/Political Science
Petsky Prunier LLC March 2012 - Present
North Point Advisors April 2009 - February 2012
The Ritz-Carlton Club Aspen Highlands 2003 - October 2011
Cantor Fitzgerald August 2006 - April 2009
Ross Road Partners June 2002 - August 2006
Piper Jaffray 1995 - 2002
Montgomery Securities 1992 - 1995
Skills
Market Development, Private Placements, Capital Markets, Investment Banking, Corporate Advisory, Mergers, Private Equity, Corporate Finance, Valuation, Due Diligence, Strategy, Entrepreneurship, Asset Management, Business Development, Investments, Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, New Business Development, Financial Services, Start-ups, Cross-functional Team..., Leadership, Executive Management, M&A experience, Finance, Strategic Planning, Financial Modeling, Corporate Development, Business Strategy, Emerging Markets, LBO, Structured Finance, Financial Structuring, Leveraged Finance, Management, Portfolio Management, Growth Capital, Angel Investing, IPO, Restructuring, Acquisitions, Divestitures, Capital Raising, Business Valuation, Investor Relations, Equity Valuation, Deal Sourcing, Equities
Education
Harvard Business School 1981 — 1983
MBA, Finance
University of Pennsylvania
BA, Sociology/Political Science
Amy LaBan, CFA Amy LaBan, CFA's Petsky Prunier LLC Experience February 2008 - Present
Job Experienced Ibanking/private equity professional with expertise in business development, IR/fundraising, marketing/PR
Industry Investment Banking
Experience
Petsky Prunier LLC February 2008 - Present
Lake Capital August 1996 - June 2007
Skills
Private Placements, Private Equity, Investment Banking, Equities, Investments, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Strategic Planning, Fundraising, Marketing, Awesomeness, General Awesomeness, Portfolio Management, Investor Relations, Mergers & Acquisitions
Education
CFA Institute 1998 — 2000
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management 1987 — 1989
University of Pennsylvania 1981 — 1985
BA, Asian Studies
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Business
Petsky Prunier LLC February 2008 - Present
Lake Capital August 1996 - June 2007
Skills
Private Placements, Private Equity, Investment Banking, Equities, Investments, Entrepreneurship, Business Development, Strategy, Marketing Strategy, Strategic Planning, Fundraising, Marketing, Awesomeness, General Awesomeness, Portfolio Management, Investor Relations, Mergers & Acquisitions
Education
CFA Institute 1998 — 2000
CFA, Chartered Financial Analyst
Northwestern University - Kellogg School of Management 1987 — 1989
University of Pennsylvania 1981 — 1985
BA, Asian Studies
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Business
Anil Kuruganti Anil Kuruganti's Petsky Prunier LLC Experience May 2014 - Present
Job Vice President at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC May 2014 - Present
Burnham Securities Inc. December 2011 - May 2014
Madison Williams and Company June 2006 - November 2011
Thorpe Capital Group, LLC May 2005 - April 2006
Tata Consultancy Services June 2002 - June 2004
Skills
Investment Banking, Business Development, Series 7, Financial Modeling, Valuation, Consulting, Capital Markets, Corporate Finance, Equities, Private Equity, Telecommunications, Venture Capital, Strategy, Due Diligence
Education
University of Utah 2004 — 2006
MBA, Finance
National Institute of Technology, Tiruchirappalli, India 1998 — 2002
B.E., Electronics and Communication Engineering
Petsky Prunier LLC May 2014 - Present
Burnham Securities Inc. December 2011 - May 2014
Madison Williams and Company June 2006 - November 2011
Thorpe Capital Group, LLC May 2005 - April 2006
Tata Consultancy Services June 2002 - June 2004
Skills
Investment Banking, Business Development, Series 7, Financial Modeling, Valuation, Consulting, Capital Markets, Corporate Finance, Equities, Private Equity, Telecommunications, Venture Capital, Strategy, Due Diligence
Education
University of Utah 2004 — 2006
MBA, Finance
National Institute of Technology, Tiruchirappalli, India 1998 — 2002
B.E., Electronics and Communication Engineering
Dominic Hum Dominic Hum's Petsky Prunier LLC Experience January 2009 - August 2010
Job
Industry Capital Markets
Experience
Goldman Sachs July 2013 - Present
Ernst & Young February 2011 - June 2013
Petsky Prunier LLC January 2009 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Business Strategy, Strategy, Mergers, Analysis, Investments, Finance, Market Research, Corporate Finance, Valuation, Strategic Planning, Management Consulting, Financial Services, Forecasting, QlikView
Education
Swarthmore College
BA
Academy for the Advancement of Science and Technology
Goldman Sachs July 2013 - Present
Ernst & Young February 2011 - June 2013
Petsky Prunier LLC January 2009 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Due Diligence, Private Equity, Business Strategy, Strategy, Mergers, Analysis, Investments, Finance, Market Research, Corporate Finance, Valuation, Strategic Planning, Management Consulting, Financial Services, Forecasting, QlikView
Education
Swarthmore College
BA
Academy for the Advancement of Science and Technology
Brad Payne's Petsky Prunier LLC Experience July 2011 - January 2012
Job Pricing and Yield Manager at Apple
Industry Marketing and Advertising
Experience
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
Apple February 2015 - Present
Cumulus Media July 2014 - February 2015
Cumulus Media January 2013 - July 2014
Training The Street June 2012 - January 2013
CHILDS Advisory Partners January 2012 - May 2012
Petsky Prunier LLC July 2011 - January 2012
Waud Capital Partners April 2011 - June 2011
Morgan Stanley June 2010 - August 2010
Insperity February 2007 - August 2009
CGI June 2004 - February 2007
Skills
MBA, IPO, Financial Modeling, Mergers, Valuation, Investment Banking, Due Diligence, Financial Analysis, Corporate Development, Capital Markets, Venture Capital, Corporate Finance, Private Equity, Business Strategy, Strategic Planning, Management, Mergers & Acquisitions, Finance, Analysis, Competitive Analysis
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
University of Georgia - Terry College of Business 1999 — 2003
BBA
Vishrudh Santaprakash Vishrudh Santaprakash's Petsky Prunier LLC Experience July 2013 - July 2015
Job Mergers & Acquisitions Investment Banking at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
Petsky Prunier LLC July 2013 - July 2015
Moelis & Company July 2012 - June 2013
Moelis & Company June 2011 - August 2011
UBS Financial Services, Inc. May 2010 - August 2010
Managed Asset Portfolios, LLC June 2009 - August 2009
Skills
Valuation, Capital IQ, Investment Banking, Financial Modeling, LBO, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Strategic Advisory, ThomsonOne, Microsoft Office, Private Placements, M&A experience, Financial Analysis, Investments, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Detroit Country Day
RBC Capital Markets August 2015 - Present
Petsky Prunier LLC July 2013 - July 2015
Moelis & Company July 2012 - June 2013
Moelis & Company June 2011 - August 2011
UBS Financial Services, Inc. May 2010 - August 2010
Managed Asset Portfolios, LLC June 2009 - August 2009
Skills
Valuation, Capital IQ, Investment Banking, Financial Modeling, LBO, Corporate Finance, Bloomberg, Mergers & Acquisitions, Due Diligence, Strategic Advisory, ThomsonOne, Microsoft Office, Private Placements, M&A experience, Financial Analysis, Investments, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2012
Bachelor of Business Administration (B.B.A.), Accounting & Finance
Detroit Country Day
Bill Flatley Bill Flatley's Petsky Prunier LLC Experience July 2015 - Present
Job Investment Banking Analyst at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
DreamIt Ventures May 2013 - August 2013
Tredyffrin Township July 2012 - August 2012
Sterling Investment Advisors, Ltd. May 2012 - July 2012
Skills
Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance
Conestoga High School 2007 — 2011
Petsky Prunier LLC July 2015 - Present
Janney Montgomery Scott LLC June 2014 - August 2014
DreamIt Ventures May 2013 - August 2013
Tredyffrin Township July 2012 - August 2012
Sterling Investment Advisors, Ltd. May 2012 - July 2012
Skills
Microsoft Excel
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Science (BS), Finance
Conestoga High School 2007 — 2011
Colleen Filipo's Petsky Prunier LLC Experience April 2006 - Present
Job Investment Banking, M&A
Industry Investment Banking
Experience
Petsky Prunier LLC April 2006 - Present
Thomson Financial August 2003 - April 2006
Banc of America Securities 2002 - 2002
Skills
Series 7, Series 63, Corporate Development, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Strategy, Due Diligence, Business Strategy, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Petsky Prunier LLC April 2006 - Present
Thomson Financial August 2003 - April 2006
Banc of America Securities 2002 - 2002
Skills
Series 7, Series 63, Corporate Development, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Strategy, Due Diligence, Business Strategy, Investment Banking
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
MBA, Finance
Robert (Bob) Ennis's Petsky Prunier LLC Experience January 2009 - April 2012
Job Managng Director, TMT at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey June 2015 - Present
MESA Global April 2012 - June 2015
Petsky Prunier LLC January 2009 - April 2012
Tensor Advisors, LLC January 2006 - December 2008
IAC February 2003 - December 2005
News Corporation July 1999 - January 2003
Education
Princeton University 1993 — 1995
Masters, International Economics
Cornell University 1986 — 1990
BS, Industrial Relations
Houlihan Lokey June 2015 - Present
MESA Global April 2012 - June 2015
Petsky Prunier LLC January 2009 - April 2012
Tensor Advisors, LLC January 2006 - December 2008
IAC February 2003 - December 2005
News Corporation July 1999 - January 2003
Education
Princeton University 1993 — 1995
Masters, International Economics
Cornell University 1986 — 1990
BS, Industrial Relations
Marty Flaherty's Petsky Prunier LLC Experience 2012 - 2014
Job Associate at Nomura
Industry Financial Services
Experience
Nomura 2014 - Present
Petsky Prunier LLC 2012 - 2014
Petsky Prunier LLC 2010 - 2012
GSE Power Systems May 2006 - May 2009
Skills
Mergers, Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Venture Capital, Business Analysis, Corporate Development, LBO, M&A experience, Strategy, Mergers & Acquisitions, Private Equity, Business Valuation
Education
The George Washington University - School of Business 2008 — 2010
MBA
University of Maryland College Park 2003 — 2006
B.S.
Nomura 2014 - Present
Petsky Prunier LLC 2012 - 2014
Petsky Prunier LLC 2010 - 2012
GSE Power Systems May 2006 - May 2009
Skills
Mergers, Investment Banking, Finance, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Capital Markets, Financial Analysis, Venture Capital, Business Analysis, Corporate Development, LBO, M&A experience, Strategy, Mergers & Acquisitions, Private Equity, Business Valuation
Education
The George Washington University - School of Business 2008 — 2010
MBA
University of Maryland College Park 2003 — 2006
B.S.
Christopher Heasman's Petsky Prunier LLC Experience November 2010 - December 2013
Job Associate at Petsky Prunier
Industry Financial Services
Experience
Petsky Prunier December 2013 - Present
Petsky Prunier LLC November 2010 - December 2013
Skills
Private Equity, Valuation, Financial Modeling
Education
Colby College 2004 — 2008
BA, Economics
Petsky Prunier December 2013 - Present
Petsky Prunier LLC November 2010 - December 2013
Skills
Private Equity, Valuation, Financial Modeling
Education
Colby College 2004 — 2008
BA, Economics
Joseph E (Jed) Laird, Jr.'s Petsky Prunier LLC Experience February 2009 - Present
Job Managing Director at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC February 2009 - Present
Laird Squared LLC January 1999 - Present
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist January 1982 - November 1989
Paine Webber Mitchell Hutchins January 1973 - January 1982
Education
University of Pennsylvania 1967 — 1969
MBA
Franklin & Marshall College 1963 — 1967
AB, Government
Petsky Prunier LLC February 2009 - Present
Laird Squared LLC January 1999 - Present
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist January 1982 - November 1989
Paine Webber Mitchell Hutchins January 1973 - January 1982
Education
University of Pennsylvania 1967 — 1969
MBA
Franklin & Marshall College 1963 — 1967
AB, Government
Jon Leung's Petsky Prunier LLC Experience June 2010 - August 2010
Job Vice President at Raiseworks
Industry Investment Banking
Experience
Raiseworks January 2015 - Present
Mirus Capital Advisors February 2012 - March 2014
Boston University's Educational Resource Center February 2010 - May 2011
Petsky Prunier, LLC June 2010 - August 2010
Leverage Academy, LLC January 2010 - May 2010
Enterprise Systems Strategies Corporation May 2009 - January 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Mergers, Mergers & Acquisitions, Marketing, Investment Banking, Investments, Strategy, Analysis, DCF, Business Valuation, Finance
Education
Harvard University 2013 — 2013
Continuing Education, Finance
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance, Management Information Systems
Raiseworks January 2015 - Present
Mirus Capital Advisors February 2012 - March 2014
Boston University's Educational Resource Center February 2010 - May 2011
Petsky Prunier, LLC June 2010 - August 2010
Leverage Academy, LLC January 2010 - May 2010
Enterprise Systems Strategies Corporation May 2009 - January 2010
Skills
Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Microsoft Excel, PowerPoint, Mergers, Mergers & Acquisitions, Marketing, Investment Banking, Investments, Strategy, Analysis, DCF, Business Valuation, Finance
Education
Harvard University 2013 — 2013
Continuing Education, Finance
Boston University - School of Management 2007 — 2011
Bachelor of Science in Business Administration, Finance, Management Information Systems
Justin Shen's Petsky Prunier LLC Experience January 2015 - Present
Job Investment Banking Analyst at Petsky Prunier LLC
Industry Financial Services
Experience
Petsky Prunier LLC January 2015 - Present
Wells Fargo Securities June 2013 - December 2014
MD Global Partners, LLC May 2012 - July 2012
Maihar Capital August 2011 - May 2012
Lobbyit.com February 2011 - August 2011
International Business-Government Counsellors August 2010 - December 2010
Skills
Public Relations, Corporate Management, Research, Excel, PowerPoint, Financial Analysis, Management, Business Development, Investments, Analysis, Investment Banking, Data Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Equities, Mergers & Acquisitions, Bloomberg, Financial Markets, Economics
Education
Duke University Fuqua School of Business 2012 — 2013
Master's, Management Studies, 3.74/4.0 GPA
The Johns Hopkins University 2007 — 2011
B.A., International Studies
Petsky Prunier LLC January 2015 - Present
Wells Fargo Securities June 2013 - December 2014
MD Global Partners, LLC May 2012 - July 2012
Maihar Capital August 2011 - May 2012
Lobbyit.com February 2011 - August 2011
International Business-Government Counsellors August 2010 - December 2010
Skills
Public Relations, Corporate Management, Research, Excel, PowerPoint, Financial Analysis, Management, Business Development, Investments, Analysis, Investment Banking, Data Analysis, Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Equities, Mergers & Acquisitions, Bloomberg, Financial Markets, Economics
Education
Duke University Fuqua School of Business 2012 — 2013
Master's, Management Studies, 3.74/4.0 GPA
The Johns Hopkins University 2007 — 2011
B.A., International Studies
Jed Laird's Petsky Prunier LLC Experience Chairman & CEOLaird 2January 1999 - Present
Job Managing Director, Petsky Prunier
Industry Financial Services
Experience
Petsky Prunier LLC Chairman & CEOLaird 2January 1999 - Present
FactSet Research Systems 1993 - Present
INPUT 2005 - 2010
The Advisory Board Company April 2001 - November 2006
Luxury Link March 2001 - June 2005
Valassis Communications January 2000 - February 2001
Media Metrix July 1995 - March 1999
SNL Financial June 1997 - January 1999
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist 1986 - 1990
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Franklin & Marshall College 1963 — 1967
Government
Petsky Prunier LLC Chairman & CEOLaird 2January 1999 - Present
FactSet Research Systems 1993 - Present
INPUT 2005 - 2010
The Advisory Board Company April 2001 - November 2006
Luxury Link March 2001 - June 2005
Valassis Communications January 2000 - February 2001
Media Metrix July 1995 - March 1999
SNL Financial June 1997 - January 1999
Veronis Suhler Stevenson 1990 - 1999
Hambrecht & Quist 1986 - 1990
Education
University of Pennsylvania - The Wharton School 1967 — 1969
MBA, Finance
Franklin & Marshall College 1963 — 1967
Government
Brett Forrest's Petsky Prunier LLC Experience June 2013 - August 2014
Job Associate at PJT Partners
Industry Financial Services
Experience
PJT Partners March 2015 - Present
The Blackstone Group March 2015 - Present
Credit Suisse August 2014 - March 2015
Petsky Prunier LLC June 2013 - August 2014
Petsky Prunier LLC May 2011 - June 2013
BCMS Capital Advisors September 2009 - May 2011
Skills
Investment Banking, Valuation, Corporate Development, Entrepreneurship, Venture Capital, Financial Modeling, M&A experience, Corporate Finance, Private Equity, LBO, Mergers & Acquisitions, Financial Analysis, Due Diligence, Capital IQ, Finance, Investments
Education
University of Michigan
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Stuyvesant High School
PJT Partners March 2015 - Present
The Blackstone Group March 2015 - Present
Credit Suisse August 2014 - March 2015
Petsky Prunier LLC June 2013 - August 2014
Petsky Prunier LLC May 2011 - June 2013
BCMS Capital Advisors September 2009 - May 2011
Skills
Investment Banking, Valuation, Corporate Development, Entrepreneurship, Venture Capital, Financial Modeling, M&A experience, Corporate Finance, Private Equity, LBO, Mergers & Acquisitions, Financial Analysis, Due Diligence, Capital IQ, Finance, Investments
Education
University of Michigan
Bachelor of Business Administration, Finance
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Stuyvesant High School
Lyle Finkler's Petsky Prunier LLC Experience March 2011 - 2013
Job Investment Banker at Aeris Partners
Industry Financial Services
Experience
Aeris Partners March 2014 - Present
Xaxis 2013 - 2014
Petsky Prunier LLC March 2011 - 2013
DePrince, Race & Zollo, Inc. June 2005 - May 2008
Skills
Financial Modeling, Investment Banking, Valuation, Middle Market, Due Diligence, Series 63, Capital IQ, Microsoft Office, Microsoft Excel
Education
Columbia University - Columbia Business School 2008 — 2010
The University of Chicago 2001 — 2005
Aeris Partners March 2014 - Present
Xaxis 2013 - 2014
Petsky Prunier LLC March 2011 - 2013
DePrince, Race & Zollo, Inc. June 2005 - May 2008
Skills
Financial Modeling, Investment Banking, Valuation, Middle Market, Due Diligence, Series 63, Capital IQ, Microsoft Office, Microsoft Excel
Education
Columbia University - Columbia Business School 2008 — 2010
The University of Chicago 2001 — 2005
Dylan Kearns's Petsky Prunier LLC Experience January 2006 - Present
Job Vice President at Petsky Prunier LLC
Industry Investment Banking
Experience
Petsky Prunier LLC January 2006 - Present
TM Capital July 1999 - December 2003
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Development, Valuation
Education
New York University 1995 — 1999
BS, Finance and Accounting
Petsky Prunier LLC January 2006 - Present
TM Capital July 1999 - December 2003
Skills
Financial Modeling, Private Equity, Investment Banking, Corporate Development, Valuation
Education
New York University 1995 — 1999
BS, Finance and Accounting
Genevieve Kee's Petsky Prunier LLC Experience May 2008 - October 2008
Job Master at Arms at US Navy Veteran
Industry Maritime
Experience
US Navy November 2012 - July 2014
Springhill Suites Tampa, FL July 2010 - December 2012
Macy's Department Store May 2009 - June 2010
Petsky Prunier LLC May 2008 - October 2008
Nielsen Media Research March 2007 - April 2008
Kinderkare Early Intervention Program January 2006 - September 2007
Skills
Customer Service, Management, Research, Administrative..., Training, Data Entry, PowerPoint, Budgets, Microsoft Word, Accounts Receivable, Adobe Acrobat, Process Scheduler, Access, Accounts Payable, Windows, Staff Supervision, Vendor Management, Microsoft Excel, Team Building, Microsoft Office, Microsoft Works, Microsoft Office 2007, Patient Safety, Personal Shopping, Account Management, Vendor Finance, Recruiting, Word, Excel, Auditing, Administrative Support, Employee Hiring, Hiring/firing, Dictation, Stenographer, Budget Analysis, Budget Management, Vendor Relations, Medical Transcription, Event Planning, Outlook, Leadership, Trade Shows, Policy, Customer Satisfaction, Urdu Cultural..., ORM, Stress Management, Armed Sentry Duties I..., Administrative...
Education
St.Petersburg College 2005 — 2008
N/A, Human Development, Family Studies, and Related Services
Molloy College 2003 — 2005
N/A, Human Services
St.Marys High School 2001 — 2003
Regents, Advanced
US Navy November 2012 - July 2014
Springhill Suites Tampa, FL July 2010 - December 2012
Macy's Department Store May 2009 - June 2010
Petsky Prunier LLC May 2008 - October 2008
Nielsen Media Research March 2007 - April 2008
Kinderkare Early Intervention Program January 2006 - September 2007
Skills
Customer Service, Management, Research, Administrative..., Training, Data Entry, PowerPoint, Budgets, Microsoft Word, Accounts Receivable, Adobe Acrobat, Process Scheduler, Access, Accounts Payable, Windows, Staff Supervision, Vendor Management, Microsoft Excel, Team Building, Microsoft Office, Microsoft Works, Microsoft Office 2007, Patient Safety, Personal Shopping, Account Management, Vendor Finance, Recruiting, Word, Excel, Auditing, Administrative Support, Employee Hiring, Hiring/firing, Dictation, Stenographer, Budget Analysis, Budget Management, Vendor Relations, Medical Transcription, Event Planning, Outlook, Leadership, Trade Shows, Policy, Customer Satisfaction, Urdu Cultural..., ORM, Stress Management, Armed Sentry Duties I..., Administrative...
Education
St.Petersburg College 2005 — 2008
N/A, Human Development, Family Studies, and Related Services
Molloy College 2003 — 2005
N/A, Human Services
St.Marys High School 2001 — 2003
Regents, Advanced
Lexia Schwartz's Petsky Prunier LLC Experience April 2015 - Present
Job Analyst at Petsky Prunier LLC
Industry Banking
Experience
Petsky Prunier LLC April 2015 - Present
Royal Bank of Scotland January 2014 - April 2015
GFI Group July 2012 - December 2013
Johnson & Johnson May 2011 - August 2011
US Treasury January 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Series 7, Series 63, Series 4, Series 3, Series 79, Corporate Finance, Capital Markets, Portfolio Management, PowerPoint, Bloomberg Terminal, Fixed Income, Financial Analysis, FINRA, Investment Banking, Management, People Skills, Microsoft Office, Investments, Finance
Education
Georgetown University
Bachelor of Science (B.S.), Finance
Red Bank Catholic
Petsky Prunier LLC April 2015 - Present
Royal Bank of Scotland January 2014 - April 2015
GFI Group July 2012 - December 2013
Johnson & Johnson May 2011 - August 2011
US Treasury January 2010 - November 2010
Skills
Financial Modeling, Bloomberg, Equities, Valuation, Series 7, Series 63, Series 4, Series 3, Series 79, Corporate Finance, Capital Markets, Portfolio Management, PowerPoint, Bloomberg Terminal, Fixed Income, Financial Analysis, FINRA, Investment Banking, Management, People Skills, Microsoft Office, Investments, Finance
Education
Georgetown University
Bachelor of Science (B.S.), Finance
Red Bank Catholic
Nicholas Petsky's Petsky Prunier LLC Experience October 2014 - Present
Job Research Analyst at Petsky Prunier LLC
Industry Financial Services
Experience
Petsky Prunier LLC October 2014 - Present
CORE Group Marketing July 2014 - October 2014
Sprinklr June 2013 - September 2013
Enterprise Rent-A-Car May 2012 - August 2012
State of New York, Office of the Comptroller May 2012 - August 2012
Skills
Salesforce.com, Lead Generation, PowerPoint, Capital IQ, Financial Market..., Mergers & Acquisitions
Education
College of the Holy Cross 2010 — 2014
Political Science
Chaminade High School 2006 — 2010
Petsky Prunier LLC October 2014 - Present
CORE Group Marketing July 2014 - October 2014
Sprinklr June 2013 - September 2013
Enterprise Rent-A-Car May 2012 - August 2012
State of New York, Office of the Comptroller May 2012 - August 2012
Skills
Salesforce.com, Lead Generation, PowerPoint, Capital IQ, Financial Market..., Mergers & Acquisitions
Education
College of the Holy Cross 2010 — 2014
Political Science
Chaminade High School 2006 — 2010
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial