Prudential Capital Group
Industry: Company
DescriptionParent organizations: PGIM, PRUDENTIAL INSURANCE CO OF AMERICA, PGIM Investments, Inc. Subsidiaries: Energy Finance Group, Electric Finance Group
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Prudential Capital Group Employees
Employee
Years
Job
Industry
David Ortiz David Ortiz's Prudential Capital Group Experience July 1993 - July 1996
Job Managing Director Foundational Risk Management at BMO Financial Group
Industry Financial Services
Experience
BMO Financial Group June 2015 - Present
BMO Financial Group September 2014 - May 2015
Federal Reserve Bank of Chicago July 2014 - September 2014
Federal Reserve Bank of Chicago October 2013 - July 2014
Federal Reserve Bank of Chicago April 2011 - September 2013
Beacon Ridge Capital Management April 2009 - March 2011
Vanderbilt Capital Advisors LLC July 2003 - February 2009
Meritus Asset Management LLC July 2002 - June 2003
Asset Allocation & Management Company August 1996 - April 2002
Prudential Capital Group July 1993 - July 1996
Skills
Chartered Financial..., Fixed Income, Structured Finance, Credit, ABS, Credit Analysis, Portfolio Management, Bonds, Structured Products, Capital Markets, CDO, Loans, Securities, Investments, Credit Risk, Risk Management, Investment Management
Education
University of Chicago 1997 — 2000
MBA, Finance
Miami University 1989 — 1993
Bachelors of Science, Business, Finance
BMO Financial Group June 2015 - Present
BMO Financial Group September 2014 - May 2015
Federal Reserve Bank of Chicago July 2014 - September 2014
Federal Reserve Bank of Chicago October 2013 - July 2014
Federal Reserve Bank of Chicago April 2011 - September 2013
Beacon Ridge Capital Management April 2009 - March 2011
Vanderbilt Capital Advisors LLC July 2003 - February 2009
Meritus Asset Management LLC July 2002 - June 2003
Asset Allocation & Management Company August 1996 - April 2002
Prudential Capital Group July 1993 - July 1996
Skills
Chartered Financial..., Fixed Income, Structured Finance, Credit, ABS, Credit Analysis, Portfolio Management, Bonds, Structured Products, Capital Markets, CDO, Loans, Securities, Investments, Credit Risk, Risk Management, Investment Management
Education
University of Chicago 1997 — 2000
MBA, Finance
Miami University 1989 — 1993
Bachelors of Science, Business, Finance
Austin Poole Austin Poole's Prudential Capital Group Experience June 2015 - Present
Job Investment Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group June 2015 - Present
Great Parents Academy August 2013 - June 2014
Manhattan Associates August 2012 - August 2013
EnerVision, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, SQL, Data Analysis, Microsoft Word, Access, Business Analysis, Windows, Project Management, Team Leadership, English, Spanish, Leadership, Photoshop, Teamwork, Social Media
Education
Georgia Institute of Technology 2011 — 2015
BS, Industrial and Systems Engineering
Prudential Capital Group June 2015 - Present
Great Parents Academy August 2013 - June 2014
Manhattan Associates August 2012 - August 2013
EnerVision, Inc. May 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, SQL, Data Analysis, Microsoft Word, Access, Business Analysis, Windows, Project Management, Team Leadership, English, Spanish, Leadership, Photoshop, Teamwork, Social Media
Education
Georgia Institute of Technology 2011 — 2015
BS, Industrial and Systems Engineering
Jon Adams's Prudential Capital Group Experience July 2012 - June 2014
Job Vice President Sponsor Leveraged Finance at Fifth Third Bank
Industry Investment Management
Experience
Fifth Third Bank September 2014 - Present
Got Styled January 2014 - Present
Independent Consultant (self employed) June 2010 - Present
Prudential Capital Group July 2012 - June 2014
Lazard June 2011 - August 2011
Allied Capital March 2008 - April 2010
Brown Gibbons Lang & Company June 2006 - March 2008
Water Street Healthcare Partners June 2005 - September 2005
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Financial Analysis, LBO, Investments, Capital Markets, Business Valuation, Equities, Mezzanine, Portfolio Management, Finance, Leveraged Finance, Fixed Income, Asset Managment, Credit, Debt Restructuring, Mergers & Acquisitions, Loans, Middle Market, Equity Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), with Honors, Accounting and Finance
Northwestern University 2001 — 2006
B.S., Mechanical Engineering and Economics
Fifth Third Bank September 2014 - Present
Got Styled January 2014 - Present
Independent Consultant (self employed) June 2010 - Present
Prudential Capital Group July 2012 - June 2014
Lazard June 2011 - August 2011
Allied Capital March 2008 - April 2010
Brown Gibbons Lang & Company June 2006 - March 2008
Water Street Healthcare Partners June 2005 - September 2005
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Due Diligence, Mergers, Financial Analysis, LBO, Investments, Capital Markets, Business Valuation, Equities, Mezzanine, Portfolio Management, Finance, Leveraged Finance, Fixed Income, Asset Managment, Credit, Debt Restructuring, Mergers & Acquisitions, Loans, Middle Market, Equity Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration (MBA), with Honors, Accounting and Finance
Northwestern University 2001 — 2006
B.S., Mechanical Engineering and Economics
Christina (Catalano) Miller Christina (Catalano) Miller's Prudential Capital Group Experience February 2011 - April 2015
Job Corporate Counsel at Affirm, Inc.
Industry Financial Services
Experience
Affirm, Inc. May 2015 - Present
Prudential Capital Group February 2011 - April 2015
Kirkland & Ellis LLP April 2009 - February 2011
Allen & Overy September 2007 - March 2009
Skills
Corporate Governance, Private Equity, Due Diligence, Securities Regulation, Mergers & Acquisitions, Securities, Private Placements, Corporate Law, Venture Capital, Capital Markets, Legal Research, Hedge Funds, Legal Writing, Joint Ventures, Corporate Finance
Education
Northwestern University School of Law 2004 — 2007
Doctor of Law (JD)
London School of Economics and Political Science 2003 — 2004
Master of Science (MSc)
Illinois Wesleyan University 1999 — 2003
Bachelor's degree, Political Science and History
Affirm, Inc. May 2015 - Present
Prudential Capital Group February 2011 - April 2015
Kirkland & Ellis LLP April 2009 - February 2011
Allen & Overy September 2007 - March 2009
Skills
Corporate Governance, Private Equity, Due Diligence, Securities Regulation, Mergers & Acquisitions, Securities, Private Placements, Corporate Law, Venture Capital, Capital Markets, Legal Research, Hedge Funds, Legal Writing, Joint Ventures, Corporate Finance
Education
Northwestern University School of Law 2004 — 2007
Doctor of Law (JD)
London School of Economics and Political Science 2003 — 2004
Master of Science (MSc)
Illinois Wesleyan University 1999 — 2003
Bachelor's degree, Political Science and History
Virginia Allen, MBA, SHRM-CP's Prudential Capital Group Experience 2007 - 2009
Job HR Compliance Manager at TNG – A Division of the Jim Pattison Group
Industry Human Resources
Experience
TNG – A Division of the Jim Pattison Group July 2015 - Present
US Security Associates April 2012 - June 2015
Simpson Law January 2009 - April 2012
Prudential Capital Group 2007 - 2009
US Army August 1996 - October 2004
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
University of La Verne 2005 — 2007
Bachelor of Science (B.S.), Legal Studies
TNG – A Division of the Jim Pattison Group July 2015 - Present
US Security Associates April 2012 - June 2015
Simpson Law January 2009 - April 2012
Prudential Capital Group 2007 - 2009
US Army August 1996 - October 2004
Education
Keller Graduate School of Management of DeVry University 2012 — 2013
Master of Business Administration (MBA), Human Resources Management and Services
University of La Verne 2005 — 2007
Bachelor of Science (B.S.), Legal Studies
John Gosstola's Prudential Capital Group Experience May 2015 - August 2015
Job Undergraduate Student at Boston College
Industry Financial Services
Experience
Prudential Capital Group May 2015 - August 2015
Purshe Kaplan Sterling Investments May 2014 - August 2014
Sports Authority May 2012 - August 2014
Builders Kitchens Inc June 2011 - May 2012
Skills
Leadership, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Retail, Data Analysis, Prezi, Research
Education
Boston College 2012 — 2016
Bachelor's Degree, Finance, Accounting and Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Prudential Capital Group May 2015 - August 2015
Purshe Kaplan Sterling Investments May 2014 - August 2014
Sports Authority May 2012 - August 2014
Builders Kitchens Inc June 2011 - May 2012
Skills
Leadership, Economics, Microsoft Excel, Microsoft Word, PowerPoint, Stata, Retail, Data Analysis, Prezi, Research
Education
Boston College 2012 — 2016
Bachelor's Degree, Finance, Accounting and Economics
Bethlehem Central High School 2008 — 2012
Advanced Regents Diploma
Teresa Cox Teresa Cox's Prudential Capital Group Experience 1988 - 1989
Job Global Sourcing Specialist at LinkedIn
Industry Computer Software
Experience
LinkedIn June 2015 - Present
24 Hour Fitness USA, Inc. 2013 - Present
Salesforce.com August 2011 - October 2012
Symantec March 2010 - July 2011
Lam Research April 2002 - January 2009
Space Systems Loral 2009 - 2009
KLA-Tencor November 1997 - March 2001
National Utility Investors (NUI) Corporation 1996 - 1997
U.S. Department of Navy 1990 - 1996
Prudential Capital Group 1988 - 1989
Skills
Purchasing, International Trade, Defense, Small Business, Strategic Sourcing, Cross-functional Team..., Procurement, Contract Negotiation, Supply Management, Program Management, Supply Chain Management, Supply Chain, Management, Outsourcing, Contract Management, Sourcing, Global Sourcing, Analysis, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Leadership, Strategy, Negotiation, Operations Management, Business Planning, Process Improvement, Product Development, Inventory Management, Start-ups, Sales, Team Building, Training, Manufacturing, Six Sigma, Vendor Management, Public Speaking
Education
Northwestern University
B.S., Nuclear Engineering
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
LinkedIn June 2015 - Present
24 Hour Fitness USA, Inc. 2013 - Present
Salesforce.com August 2011 - October 2012
Symantec March 2010 - July 2011
Lam Research April 2002 - January 2009
Space Systems Loral 2009 - 2009
KLA-Tencor November 1997 - March 2001
National Utility Investors (NUI) Corporation 1996 - 1997
U.S. Department of Navy 1990 - 1996
Prudential Capital Group 1988 - 1989
Skills
Purchasing, International Trade, Defense, Small Business, Strategic Sourcing, Cross-functional Team..., Procurement, Contract Negotiation, Supply Management, Program Management, Supply Chain Management, Supply Chain, Management, Outsourcing, Contract Management, Sourcing, Global Sourcing, Analysis, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Leadership, Strategy, Negotiation, Operations Management, Business Planning, Process Improvement, Product Development, Inventory Management, Start-ups, Sales, Team Building, Training, Manufacturing, Six Sigma, Vendor Management, Public Speaking
Education
Northwestern University
B.S., Nuclear Engineering
University of Rochester - William E. Simon Graduate School of Business Administration
MBA
Victoria Rothschild Victoria Rothschild's Prudential Capital Group Experience June 2012 - March 2015
Job Vice President / Relationship Manager at Rabobank
Industry Investment Management
Experience
Rabobank March 2015 - Present
Prudential Capital Group June 2012 - March 2015
Prudential Capital Group June 2010 - June 2012
Prudential Capital Group June 2008 - June 2010
Education
Emory University - Goizueta Business School 2005 — 2008
BBA, Finance and Accounting
Rabobank March 2015 - Present
Prudential Capital Group June 2012 - March 2015
Prudential Capital Group June 2010 - June 2012
Prudential Capital Group June 2008 - June 2010
Education
Emory University - Goizueta Business School 2005 — 2008
BBA, Finance and Accounting
Scott Kirschner's Prudential Capital Group Experience July 2013 - Present
Job Senior Investment Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group July 2013 - Present
Jefferies & Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Economics, Information Systems
Prudential Capital Group July 2013 - Present
Jefferies & Company May 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Word, Microsoft Office
Education
Boston College - Carroll School of Management 2009 — 2013
BS, Finance, Economics, Information Systems
Ricardo Simon Ricardo Simon's Prudential Capital Group Experience May 1998 - September 2003
Job Head of CRE & REIT Syndications/SunTrust Robinson Humphrey
Industry Banking
Experience
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities, LLC January 2004 - June 2014
Prudential Capital Group May 1998 - September 2003
Citi October 1997 - January 1998
Shanghai Institute of Foreign Trade January 1997 - August 1997
Knight Ridder Digital May 1996 - August 1996
J.P. Morgan May 1995 - August 1995
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Equities, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Credit Analysis, Fixed Income, Loans, Finance, Credit, Asset Management
Education
Florida Agricultural and Mechanical University 1993 — 2000
MBA, Finance
Florida Agricultural and Mechanical University 1993 — 1997
Bachelor, Business Administration
SunTrust Robinson Humphrey June 2014 - Present
Wells Fargo Securities, LLC January 2004 - June 2014
Prudential Capital Group May 1998 - September 2003
Citi October 1997 - January 1998
Shanghai Institute of Foreign Trade January 1997 - August 1997
Knight Ridder Digital May 1996 - August 1996
J.P. Morgan May 1995 - August 1995
Skills
Financial Modeling, Investments, Portfolio Management, Financial Analysis, Valuation, Asset Managment, Equities, Corporate Finance, Private Equity, Capital Markets, Due Diligence, Credit Analysis, Fixed Income, Loans, Finance, Credit, Asset Management
Education
Florida Agricultural and Mechanical University 1993 — 2000
MBA, Finance
Florida Agricultural and Mechanical University 1993 — 1997
Bachelor, Business Administration
E. Biegel Macaraeg's Prudential Capital Group Experience May 2005 - October 2006
Job Managing Director at G2 Capital Advisors
Industry Financial Services
Experience
G2 Capital Advisors May 2014 - Present
BBVA Compass December 2011 - April 2014
G2 Capital Advisors December 2010 - November 2011
SMU Cox School of Business December 2008 - June 2010
ORIX Finance, Loan Sales & Trading October 2006 - November 2008
Prudential Capital Group May 2005 - October 2006
Smooth Engine January 2001 - January 2003
Albion Investors (formerly Albion Alliance LLC) January 1998 - January 2001
BT Alex. Brown, Mezzanine Capital Markets July 1997 - November 1998
BT Alex. Brown, Leveraged Finance Group July 1994 - July 1997
Skills
Underwriting, Capital Markets, Credit Analysis, Valuation, Due Diligence, Investment Banking, Portfolio Management, Financial Analysis, Investments, Financial Structuring, Credit, Leveraged Finance, Financial Modeling, Outstanding..., Alternative Investments, Finance, Restructuring
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science, Business Administration, Finance and Management
G2 Capital Advisors May 2014 - Present
BBVA Compass December 2011 - April 2014
G2 Capital Advisors December 2010 - November 2011
SMU Cox School of Business December 2008 - June 2010
ORIX Finance, Loan Sales & Trading October 2006 - November 2008
Prudential Capital Group May 2005 - October 2006
Smooth Engine January 2001 - January 2003
Albion Investors (formerly Albion Alliance LLC) January 1998 - January 2001
BT Alex. Brown, Mezzanine Capital Markets July 1997 - November 1998
BT Alex. Brown, Leveraged Finance Group July 1994 - July 1997
Skills
Underwriting, Capital Markets, Credit Analysis, Valuation, Due Diligence, Investment Banking, Portfolio Management, Financial Analysis, Investments, Financial Structuring, Credit, Leveraged Finance, Financial Modeling, Outstanding..., Alternative Investments, Finance, Restructuring
Education
Southern Methodist University - Cox School of Business 2003 — 2005
MBA, Finance
Georgetown University - The McDonough School of Business 1990 — 1994
Bachelor of Science, Business Administration, Finance and Management
Scott Inglis Scott Inglis's Prudential Capital Group Experience 1982 - 1989
Job Managing Director at MetLife Private Capital Investors
Industry Investment Management
Experience
MetLife Private Capital Investors 2001 - Present
American General Life Companies is now part of the AIG Family! 1989 - 2001
Prudential Capital Group 1982 - 1989
Bank of America 1980 - 1982
Arthur Andersen & Co. 1978 - 1979
Skills
Portfolio Management, Investments, Equities, Private Placements, Private Equity, Mutual Funds, Securities, Alternative Investments, Project Finance, Management, Mergers & Acquisitions, Asset Allocation, Fixed Income, Financial Modeling, Valuation, Due Diligence, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Master of Business Administration (MBA), Finance, General
Baylor University 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
MetLife Private Capital Investors 2001 - Present
American General Life Companies is now part of the AIG Family! 1989 - 2001
Prudential Capital Group 1982 - 1989
Bank of America 1980 - 1982
Arthur Andersen & Co. 1978 - 1979
Skills
Portfolio Management, Investments, Equities, Private Placements, Private Equity, Mutual Funds, Securities, Alternative Investments, Project Finance, Management, Mergers & Acquisitions, Asset Allocation, Fixed Income, Financial Modeling, Valuation, Due Diligence, Capital Markets, Corporate Finance, Financial Analysis, Investment Banking, Asset Management, Finance
Education
The University of Texas at Austin 1979 — 1980
Master of Business Administration (MBA), Finance, General
Baylor University 1974 — 1978
Bachelor of Business Administration (BBA), Accounting
Tom Molzahn, CFA Tom Molzahn, CFA's Prudential Capital Group Experience August 2014 - Present
Job Associate at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group August 2014 - Present
Monroe Capital July 2013 - August 2014
Wolf Point Growth Partners June 2012 - August 2012
CHS Capital LLC January 2012 - March 2012
Prudential Capital Group July 2007 - July 2011
Education
Kellogg Graduate School of Management 2011 — 2013
MBA, Entrepreneurship, Finance, Marketing, 3.8
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment, and Banking
Prudential Capital Group August 2014 - Present
Monroe Capital July 2013 - August 2014
Wolf Point Growth Partners June 2012 - August 2012
CHS Capital LLC January 2012 - March 2012
Prudential Capital Group July 2007 - July 2011
Education
Kellogg Graduate School of Management 2011 — 2013
MBA, Entrepreneurship, Finance, Marketing, 3.8
University of Wisconsin-Madison 2003 — 2007
BBA, Finance, Investment, and Banking
Jonathan Paris, CFA Jonathan Paris, CFA's Prudential Capital Group Experience March 2007 - July 2010
Job Investment Banking Associate
Industry Investment Banking
Experience
Lincoln International July 2012 - Present
Lazard June 2011 - August 2011
Prudential Capital Group March 2007 - July 2010
Citadel Investment Group September 2005 - March 2007
State Street July 2003 - September 2005
UNIDIR 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investments, Due Diligence, Fixed Income, Bloomberg, Equities, Investment Banking, Venture Capital, Mergers, Asset Managment, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
The University of Kansas 1998 — 2003
BA, Political Science, International Studies
Kent State University 2002 — 2002
International Relations
Lincoln International July 2012 - Present
Lazard June 2011 - August 2011
Prudential Capital Group March 2007 - July 2010
Citadel Investment Group September 2005 - March 2007
State Street July 2003 - September 2005
UNIDIR 2002 - 2002
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Private Equity, Investments, Due Diligence, Fixed Income, Bloomberg, Equities, Investment Banking, Venture Capital, Mergers, Asset Managment, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Finance
The University of Kansas 1998 — 2003
BA, Political Science, International Studies
Kent State University 2002 — 2002
International Relations
Keith Conrad's Prudential Capital Group Experience January 2002 - February 2004
Job Chief Operating Officer at 3G Productions, Inc.
Industry Entertainment
Experience
3G Productions, Inc. September 2012 - Present
MC Property Management Corp February 2004 - Present
Scout Showroom, Inc. August 2009 - September 2012
Prudential Capital Group January 2002 - February 2004
Credit Suisse First Boston July 2001 - December 2001
Skills
Valuation, Investment Banking, Loans, Asset Management, Leases, Real Estate, Finance, Equities, Competitive Analysis, Venture Capital, Portfolio Management, Management, Entrepreneurship, Financial Analysis, Corporate Finance, Financial Modeling, Marketing, Securities, Due Diligence, Investments, Private Equity, Mergers & Acquisitions, Property Management, Start-ups, Executive Management, Small Business, Real Estate Economics, Sound Systems, Strategy, LBO, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Management & Organizations and Entrepreneurship
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
3G Productions, Inc. September 2012 - Present
MC Property Management Corp February 2004 - Present
Scout Showroom, Inc. August 2009 - September 2012
Prudential Capital Group January 2002 - February 2004
Credit Suisse First Boston July 2001 - December 2001
Skills
Valuation, Investment Banking, Loans, Asset Management, Leases, Real Estate, Finance, Equities, Competitive Analysis, Venture Capital, Portfolio Management, Management, Entrepreneurship, Financial Analysis, Corporate Finance, Financial Modeling, Marketing, Securities, Due Diligence, Investments, Private Equity, Mergers & Acquisitions, Property Management, Start-ups, Executive Management, Small Business, Real Estate Economics, Sound Systems, Strategy, LBO, Leveraged Finance, Business Valuation
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Management & Organizations and Entrepreneurship
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Finance
Brad Winegar Brad Winegar's Prudential Capital Group Experience July 1999 - July 2000
Job Managing Director, Salt Creek Capital
Industry Venture Capital & Private Equity
Experience
Salt Creek Capital February 2013 - Present
StarrForce March 2013 - Present
Keiretsu Forum January 2010 - Present
Lawrence Livermore National Laboratory Technology and Market Discovery Committee May 2011 - Present
ContainerTrac, Inc. January 2005 - Present
Pacific Private Capital July 2000 - December 2012
Navis Logistics Network August 2002 - December 2010
Pacific Mezzanine Fund August 2000 - December 2010
Matterhorn Group, Inc. 2006 - 2010
Prudential Capital Group July 1999 - July 2000
Skills
Mezzanine, Investments, Debt, Growth Capital, Private Placements, Private Equity, Venture Capital, Recapitalizations, Financial Modeling, Structuring, Alternative Investments, Due Diligence, Corporate Finance, Deal Structuring, LBO, Buyouts, Financial Structuring, Finance, Middle Market, Angel Investing, Strategy, Start-ups, Entrepreneurship, Mergers & Acquisitions, Negotiation, Project Finance, Structured Finance, Emerging Markets, Equities, Funding, Corporate Development, Acquisitions, Leveraged Finance, Portfolio Management, Valuation, Capital, Cleantech, Investment Banking, Investor Relations
Education
New York University 1983 — 1985
MBA, Finance
Brigham Young University 1979 — 1983
BA, Economics and Accounting
Salt Creek Capital February 2013 - Present
StarrForce March 2013 - Present
Keiretsu Forum January 2010 - Present
Lawrence Livermore National Laboratory Technology and Market Discovery Committee May 2011 - Present
ContainerTrac, Inc. January 2005 - Present
Pacific Private Capital July 2000 - December 2012
Navis Logistics Network August 2002 - December 2010
Pacific Mezzanine Fund August 2000 - December 2010
Matterhorn Group, Inc. 2006 - 2010
Prudential Capital Group July 1999 - July 2000
Skills
Mezzanine, Investments, Debt, Growth Capital, Private Placements, Private Equity, Venture Capital, Recapitalizations, Financial Modeling, Structuring, Alternative Investments, Due Diligence, Corporate Finance, Deal Structuring, LBO, Buyouts, Financial Structuring, Finance, Middle Market, Angel Investing, Strategy, Start-ups, Entrepreneurship, Mergers & Acquisitions, Negotiation, Project Finance, Structured Finance, Emerging Markets, Equities, Funding, Corporate Development, Acquisitions, Leveraged Finance, Portfolio Management, Valuation, Capital, Cleantech, Investment Banking, Investor Relations
Education
New York University 1983 — 1985
MBA, Finance
Brigham Young University 1979 — 1983
BA, Economics and Accounting
Giovanni Salvatici Giovanni Salvatici's Prudential Capital Group Experience January 2014 - Present
Job Investment Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group January 2014 - Present
Prudential Capital Group May 2013 - December 2013
LP Analyst June 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Accounting, Microsoft Excel, Bloomberg, Credit Analysis, PowerPoint, Credit, Financial Accounting, Microsoft Word
Education
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Finance
Collin County Community College 2009 — 2011
Associate of Arts (A.A.)
Prudential Capital Group January 2014 - Present
Prudential Capital Group May 2013 - December 2013
LP Analyst June 2012 - April 2013
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Valuation, Accounting, Microsoft Excel, Bloomberg, Credit Analysis, PowerPoint, Credit, Financial Accounting, Microsoft Word
Education
Southern Methodist University 2012 — 2013
Bachelor of Business Administration (BBA), Finance
Collin County Community College 2009 — 2011
Associate of Arts (A.A.)
Jeffrey Love, CPA Jeffrey Love, CPA's Prudential Capital Group Experience April 2014 - Present
Job Investment Associate at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group April 2014 - Present
Wells Fargo Securities July 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
PricewaterhouseCoopers August 2007 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, US GAAP, Financial Reporting, Financial Accounting, Investment Banking, Bloomberg, Business Valuation, Mergers & Acquisitions, Private Equity, Capital Markets, Investments, SEC filings, CPA, Financial Services, Financial Audits, Financial Statements
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Alabama at Birmingham 2006 — 2007
Master of Accountacy, Accounting
Alabama Agricultural and Mechanical University 2003 — 2006
Bachelor of Science (B.S.), Accounting
Morehouse College 2002 — 2003
Prudential Capital Group April 2014 - Present
Wells Fargo Securities July 2013 - April 2014
Wells Fargo Securities June 2012 - August 2012
PricewaterhouseCoopers August 2007 - July 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, US GAAP, Financial Reporting, Financial Accounting, Investment Banking, Bloomberg, Business Valuation, Mergers & Acquisitions, Private Equity, Capital Markets, Investments, SEC filings, CPA, Financial Services, Financial Audits, Financial Statements
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
University of Alabama at Birmingham 2006 — 2007
Master of Accountacy, Accounting
Alabama Agricultural and Mechanical University 2003 — 2006
Bachelor of Science (B.S.), Accounting
Morehouse College 2002 — 2003
Elliot Nemzin Elliot Nemzin's Prudential Capital Group Experience August 2011 - July 2015
Job Associate at Golub Capital
Industry Investment Management
Experience
Golub Capital July 2015 - Present
Prudential Capital Group August 2011 - July 2015
MB Financial Bank July 2010 - August 2011
Education
University of Wisconsin-Madison - School of Business 2006 — 2010
BBA, Finance, Investment, and Banking
Anglo-American University, Prague 2009 — 2009
BBA, Business
New Trier High School 2002 — 2006
Golub Capital July 2015 - Present
Prudential Capital Group August 2011 - July 2015
MB Financial Bank July 2010 - August 2011
Education
University of Wisconsin-Madison - School of Business 2006 — 2010
BBA, Finance, Investment, and Banking
Anglo-American University, Prague 2009 — 2009
BBA, Business
New Trier High School 2002 — 2006
Grant Pritchard Grant Pritchard's Prudential Capital Group Experience July 2014 - Present
Job Prudential Capital Group, Investment Associate
Industry Investment Management
Experience
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Prudential Capital Group July 2014 - Present
Lone Star Funds / Hudson Advisors June 2013 - July 2013
Wells Fargo Capital Finance April 2011 - May 2012
Wells Fargo Capital Finance October 2009 - April 2011
Wells Fargo Foothill September 2004 - October 2009
Harvey and Company May 2003 - August 2003
Accenture May 2002 - August 2002
First Union Securities June 2001 - August 2001
Education
Columbia Business School 2012 — 2014
MBA
University of California, Los Angeles 2004 — 2006
Continuing Education, Accounting & Finance
University of Southern California 2000 — 2004
B.S., Business
Highland Park High School 1996 — 2000
St. Michael's
Dan Stubbs Dan Stubbs's Prudential Capital Group Experience August 1987 - January 1994
Job
Industry Medical Devices
Experience
Vital Connect, Inc. February 2014 - Present
Johnson & Johnson September 2002 - January 2013
Johnson & Johnson September 1997 - August 2002
Osterweis Capital Management January 1996 - August 1997
RadioMail/Motorola January 1994 - December 1995
Prudential Capital Group August 1987 - January 1994
Skills
Business Development, Acquistions, Strategic Partnerships, Licensing, Negotiation, Due Diligence, Strategic Planning, Investment Valuation, Intellectual Property, Financial Analysis, Financial & Operational..., Stock Research, Portfolio Management, Private Placements, Legal Contract Review, Corporate FP&A, Deal Structures, Cross-functional Team..., Preparation of Business..., Medical Devices, Commercialization, Market Development, Competitive Analysis, Product Launch, Product Management, Biotechnology, Pharmaceutical Industry, Strategy, Leadership, Start-ups, Investments, Product Development, Finance, Corporate Finance, Global Marketing, Valuation, Forecasting
Education
Harvard Business School 2001 — 2003
MBA, General Management, Finance
Georgia Institute of Technology 1983 — 1987
BS, Industrial and Systems Engineering, Summa Cum Laude
Vital Connect, Inc. February 2014 - Present
Johnson & Johnson September 2002 - January 2013
Johnson & Johnson September 1997 - August 2002
Osterweis Capital Management January 1996 - August 1997
RadioMail/Motorola January 1994 - December 1995
Prudential Capital Group August 1987 - January 1994
Skills
Business Development, Acquistions, Strategic Partnerships, Licensing, Negotiation, Due Diligence, Strategic Planning, Investment Valuation, Intellectual Property, Financial Analysis, Financial & Operational..., Stock Research, Portfolio Management, Private Placements, Legal Contract Review, Corporate FP&A, Deal Structures, Cross-functional Team..., Preparation of Business..., Medical Devices, Commercialization, Market Development, Competitive Analysis, Product Launch, Product Management, Biotechnology, Pharmaceutical Industry, Strategy, Leadership, Start-ups, Investments, Product Development, Finance, Corporate Finance, Global Marketing, Valuation, Forecasting
Education
Harvard Business School 2001 — 2003
MBA, General Management, Finance
Georgia Institute of Technology 1983 — 1987
BS, Industrial and Systems Engineering, Summa Cum Laude
Angela Lonzetta Angela Lonzetta's Prudential Capital Group Experience February 2015 - Present
Job Executive AssistantMarket Research
Industry Financial Services
Experience
Prudential Capital Group February 2015 - Present
The Rose Group - Applebee's October 2006 - Present
Hildebrandt Learning Centers, LLC December 2013 - February 2015
Hildebrandt Learning Centers, LLC October 2013 - December 2013
A & A Cartage, LLC October 2011 - October 2013
Pasco L. Schiavo, Esquire May 2009 - August 2011
Skills
Marketing, Social Media, Account Management, Project Management, Data Entry, Customer Service, Social Media Marketing, MailChimp, SWOT analysis, CRM, Customer Satisfaction, Teamwork, Confidentiality, Document Management, Legal Research, Time Management, Microsoft Word, Fax, Legal Documents, New Business Development, Customer Experience, Office Equipment, Adobe, PowerPoint, Microsoft Publisher, Access, Microsoft Excel, Outlook, Internet, Email, Insightly
Education
Misericordia University
Bachelor of Science (B.S.), Marketing
Luzerne County Community College 2007 — 2009
Associate of Science (A.S.), Legal Assistant/Paralegal
Prudential Capital Group February 2015 - Present
The Rose Group - Applebee's October 2006 - Present
Hildebrandt Learning Centers, LLC December 2013 - February 2015
Hildebrandt Learning Centers, LLC October 2013 - December 2013
A & A Cartage, LLC October 2011 - October 2013
Pasco L. Schiavo, Esquire May 2009 - August 2011
Skills
Marketing, Social Media, Account Management, Project Management, Data Entry, Customer Service, Social Media Marketing, MailChimp, SWOT analysis, CRM, Customer Satisfaction, Teamwork, Confidentiality, Document Management, Legal Research, Time Management, Microsoft Word, Fax, Legal Documents, New Business Development, Customer Experience, Office Equipment, Adobe, PowerPoint, Microsoft Publisher, Access, Microsoft Excel, Outlook, Internet, Email, Insightly
Education
Misericordia University
Bachelor of Science (B.S.), Marketing
Luzerne County Community College 2007 — 2009
Associate of Science (A.S.), Legal Assistant/Paralegal
Mindy Miklusak Mindy Miklusak's Prudential Capital Group Experience 2001 - 2013
Job Manager, Global Conference Center, Northern Trust
Industry Events Services
Experience
Northern Trust 2014 - Present
Freelance 2013 - 2014
Prudential Capital Group 2001 - 2013
Prudential Mortgage Capital Company 1997 - 2001
Prudential Realty Group 1993 - 1997
Skills
Event Management, Event Planning, Marketing Communications, Management, Meeting Planning, Hospitality, Sales, Corporate Finance, Retail, Food Service, Marketing, Budgets, Corporate Events, Food & Beverage, Customer Service, Leadership
Education
St. Joseph's College (IN) 1997 — 2001
BS, Organization Management
Cornell University 2013 — 2014
Certificate, Hospitality Management
George Rogers Clark 1975 — 1979
Business Studies
Northern Trust 2014 - Present
Freelance 2013 - 2014
Prudential Capital Group 2001 - 2013
Prudential Mortgage Capital Company 1997 - 2001
Prudential Realty Group 1993 - 1997
Skills
Event Management, Event Planning, Marketing Communications, Management, Meeting Planning, Hospitality, Sales, Corporate Finance, Retail, Food Service, Marketing, Budgets, Corporate Events, Food & Beverage, Customer Service, Leadership
Education
St. Joseph's College (IN) 1997 — 2001
BS, Organization Management
Cornell University 2013 — 2014
Certificate, Hospitality Management
George Rogers Clark 1975 — 1979
Business Studies
Eleonora Gateva Eleonora Gateva's Prudential Capital Group Experience January 2015 - Present
Job Director at Prudential Financial
Industry Real Estate
Experience
Prudential Capital Group January 2015 - Present
GE Capital, Real Estate October 2010 - February 2014
GE Capital October 2005 - February 2009
GE Capital November 2003 - October 2005
Skills
Portfolio Management, Valuation, Investments, Asset Managment, Financial Analysis, Risk Management, Asset Management, Financial Modeling, Real Estate
Education
Florida Atlantic University 2001 — 2003
MBA, Finance
Sofia University St. Kliment Ohridski 1995 — 2000
BA, English
Prudential Capital Group January 2015 - Present
GE Capital, Real Estate October 2010 - February 2014
GE Capital October 2005 - February 2009
GE Capital November 2003 - October 2005
Skills
Portfolio Management, Valuation, Investments, Asset Managment, Financial Analysis, Risk Management, Asset Management, Financial Modeling, Real Estate
Education
Florida Atlantic University 2001 — 2003
MBA, Finance
Sofia University St. Kliment Ohridski 1995 — 2000
BA, English
Patricia Yvette Medina Patricia Yvette Medina's Prudential Capital Group Experience May 2011 - August 2011
Job Associate Attorney at Kohan Law Group, PC
Industry Legal Services
Experience
Kohan Law Group, PC June 2013 - Present
Cohen & Schwartz, LLP June 2013 - May 2014
Panzavecchia & Associates, PLLC April 2012 - August 2012
Prudential Capital Group May 2011 - August 2011
SAMMinistries October 2008 - August 2010
Skills
Negotiation, Non-profits, Fundraising, Public Speaking, Strategic Planning, Legal Research, Westlaw, Legal Documents, Court Proceedings, Contract Requirements, Legal Writing
Education
Hofstra University School of Law 2010 — 2014
Doctor of Law (JD)
Erasmus Universiteit Rotterdam 2012 — 2013
Doctor of Law (J.D.), International Law and Legal Studies
Hofstra University 2011 — 2014
Master of Business Administration (MBA), Finance, General
St. Mary's University
BBA, Marketing, International Business
New Mexico State University 2004 — 2005
New Mexico Military Institute 1998 — 2002
Los Alamos Middle School
Kohan Law Group, PC June 2013 - Present
Cohen & Schwartz, LLP June 2013 - May 2014
Panzavecchia & Associates, PLLC April 2012 - August 2012
Prudential Capital Group May 2011 - August 2011
SAMMinistries October 2008 - August 2010
Skills
Negotiation, Non-profits, Fundraising, Public Speaking, Strategic Planning, Legal Research, Westlaw, Legal Documents, Court Proceedings, Contract Requirements, Legal Writing
Education
Hofstra University School of Law 2010 — 2014
Doctor of Law (JD)
Erasmus Universiteit Rotterdam 2012 — 2013
Doctor of Law (J.D.), International Law and Legal Studies
Hofstra University 2011 — 2014
Master of Business Administration (MBA), Finance, General
St. Mary's University
BBA, Marketing, International Business
New Mexico State University 2004 — 2005
New Mexico Military Institute 1998 — 2002
Los Alamos Middle School
William Culler-Chase William Culler-Chase's Prudential Capital Group Experience June 2014 - Present
Job Analyst at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group June 2014 - Present
Hall Capital Partners LLC 2013 - June 2014
Falcon Point Capital June 2012 - August 2012
Christie's July 2011 - August 2011
Sotheby's June 2010 - August 2010
Education
Brown University 2008 — 2013
BA, History of Art and Architecture
Université Paris Diderot-Paris 7 2011 — 2011
Lettres, Arts et Pensée Contemporaine
ItaliaIdea, Centro di Lingua e Cultura, Rome 2009 — 2009
Italian Studies
The Lawrenceville School
Prudential Capital Group June 2014 - Present
Hall Capital Partners LLC 2013 - June 2014
Falcon Point Capital June 2012 - August 2012
Christie's July 2011 - August 2011
Sotheby's June 2010 - August 2010
Education
Brown University 2008 — 2013
BA, History of Art and Architecture
Université Paris Diderot-Paris 7 2011 — 2011
Lettres, Arts et Pensée Contemporaine
ItaliaIdea, Centro di Lingua e Cultura, Rome 2009 — 2009
Italian Studies
The Lawrenceville School
Laurie Daresta Laurie Daresta's Prudential Capital Group Experience 1997 - 1999
Job Retired
Industry Financial Services
Experience
Retired September 2015 - Present
Starwood Property Trust September 2013 - August 2015
LNR Partners, Inc. March 2006 - August 2015
Capmark 1999 - 2006
Prudential Capital Group 1997 - 1999
FDIC 1985 - 1994
Skills
Financial Analysis, Commercial Mortgages, Structured Finance, Credit Analysis, Securitization, Investor Reporting, Loan Servicing, Loan Sales, Workout, Real Estate Economics, Underwriting, Asset Managment, CMBS, Due Diligence, Retail Banking, CDO, Credit Risk, Real Estate, Real Estate Transactions, Valuation, Loan Origination, Commercial Real Estate, Private Equity, Investments, Acquisitions, Finance, Financial Reporting, Investment Properties, Property Management, Joint Ventures, Accounting, Brokerage, Real Estate Development, Financial Structuring, Cash Flow Forecasting, Asset Management
Education
University of Southern California 1980 — 1984
Bachelor of Science, Business Administration
Keller Graduate School of Management of DeVry University 1998 — 2000
Master of Business Administration, Finance
Retired September 2015 - Present
Starwood Property Trust September 2013 - August 2015
LNR Partners, Inc. March 2006 - August 2015
Capmark 1999 - 2006
Prudential Capital Group 1997 - 1999
FDIC 1985 - 1994
Skills
Financial Analysis, Commercial Mortgages, Structured Finance, Credit Analysis, Securitization, Investor Reporting, Loan Servicing, Loan Sales, Workout, Real Estate Economics, Underwriting, Asset Managment, CMBS, Due Diligence, Retail Banking, CDO, Credit Risk, Real Estate, Real Estate Transactions, Valuation, Loan Origination, Commercial Real Estate, Private Equity, Investments, Acquisitions, Finance, Financial Reporting, Investment Properties, Property Management, Joint Ventures, Accounting, Brokerage, Real Estate Development, Financial Structuring, Cash Flow Forecasting, Asset Management
Education
University of Southern California 1980 — 1984
Bachelor of Science, Business Administration
Keller Graduate School of Management of DeVry University 1998 — 2000
Master of Business Administration, Finance
Beth Hinnen's Prudential Capital Group Experience August 1987 - March 1996
Job Founder of Samaya
Industry Religious Institutions
Experience
Samaya Practice Center January 2015 - Present
Self-employed June 1995 - December 2014
Self-employed September 2001 - November 2012
Intergral Yoga Institute March 2004 - August 2006
Prudential Capital Group August 1987 - March 1996
Skills
Hatha Yoga, Buddhism, Financial Analysis, Dogs, Ski, Inspiring People, Spiritual Teacher, Mediation, Teaching, Management, Public Speaking, Writing
Education
Georgia Tech 1985 — 1987
MSM, Business Administration and Management, General
Georgia Tech 1983 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Samaya Practice Center January 2015 - Present
Self-employed June 1995 - December 2014
Self-employed September 2001 - November 2012
Intergral Yoga Institute March 2004 - August 2006
Prudential Capital Group August 1987 - March 1996
Skills
Hatha Yoga, Buddhism, Financial Analysis, Dogs, Ski, Inspiring People, Spiritual Teacher, Mediation, Teaching, Management, Public Speaking, Writing
Education
Georgia Tech 1985 — 1987
MSM, Business Administration and Management, General
Georgia Tech 1983 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Lundun McCall-Mazza Lundun McCall-Mazza's Prudential Capital Group Experience July 2014 - Present
Job Investment Analyst at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group July 2014 - Present
Babson College Fund May 2013 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Barnes & Noble College September 2011 - May 2012
Babson College August 2011 - April 2012
Grande Naturals, LLC June 2011 - August 2011
Stop & Shop December 2009 - August 2011
Whiteboard Deals Inc. November 2010 - April 2011
IBM May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Bloomberg Terminal, Social Media, Finance, Social Networking, Research, Event Planning, Leadership, Public Speaking, Customer Service, Data Analysis, Facebook, Accounting, Credit, Credit Analysis, Credit Scoring, Financial Statement..., Financial Spreads, Spreads, Latin America, Latin American Business, Politics, Investment Banking, Mergers & Acquisitions, Loans, Revolving Lines of..., Risk Management, Spanish, Valuation, DCF Valuation, Equity Capital Markets, Equity Research, Business Writing, Comparable Analysis, Precedent Transactions, LBO, Cash Flow Forecasting
Education
Babson College 2010 — 2014
Bachelor Of Science (Hons), Finance & Economics, Summa Cum Laude
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Bachelor of Science (B.Sc.), Economics, Junior
Ridgefield High School 2006 — 2010
High School Diploma
Prudential Capital Group July 2014 - Present
Babson College Fund May 2013 - May 2014
Bank of Tokyo-Mitsubishi UFJ June 2013 - August 2013
Barnes & Noble College September 2011 - May 2012
Babson College August 2011 - April 2012
Grande Naturals, LLC June 2011 - August 2011
Stop & Shop December 2009 - August 2011
Whiteboard Deals Inc. November 2010 - April 2011
IBM May 2010 - June 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Access, Financial Analysis, Bloomberg Terminal, Social Media, Finance, Social Networking, Research, Event Planning, Leadership, Public Speaking, Customer Service, Data Analysis, Facebook, Accounting, Credit, Credit Analysis, Credit Scoring, Financial Statement..., Financial Spreads, Spreads, Latin America, Latin American Business, Politics, Investment Banking, Mergers & Acquisitions, Loans, Revolving Lines of..., Risk Management, Spanish, Valuation, DCF Valuation, Equity Capital Markets, Equity Research, Business Writing, Comparable Analysis, Precedent Transactions, LBO, Cash Flow Forecasting
Education
Babson College 2010 — 2014
Bachelor Of Science (Hons), Finance & Economics, Summa Cum Laude
Università Commerciale 'Luigi Bocconi' / Bocconi University 2012 — 2012
Bachelor of Science (B.Sc.), Economics, Junior
Ridgefield High School 2006 — 2010
High School Diploma
Michael Anello's Prudential Capital Group Experience July 2007 - March 2011
Job Vice President at TCW Direct Lending
Industry Investment Management
Experience
The TCW Group April 2015 - Present
Jefferies & Company March 2011 - March 2015
Prudential Capital Group July 2007 - March 2011
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Leveraged Finance, Corporate Finance, Due Diligence, Investments, Fixed Income, Private Equity, Portfolio Management, Risk Management
Education
Boston College 2003 — 2007
BS, Finance and Economics
The TCW Group April 2015 - Present
Jefferies & Company March 2011 - March 2015
Prudential Capital Group July 2007 - March 2011
Skills
Valuation, Capital Markets, Financial Modeling, Financial Analysis, Leveraged Finance, Corporate Finance, Due Diligence, Investments, Fixed Income, Private Equity, Portfolio Management, Risk Management
Education
Boston College 2003 — 2007
BS, Finance and Economics
Maria Letheby Maria Letheby's Prudential Capital Group Experience 2005 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Prudential Capital Group 2005 - 2012
Beal Bank September 2000 - January 2005
Skills
Multi Tasking, Microsoft Excel, Bilingual, Eye for Details, Team Building, Training, Teamwork, Customer Satisfaction, Account Reconciliation, Cash Management, Financial Modeling, Management, Portfolio Management
Education
El Centro College 2012 — 2013
Invasive Cardiovascular, Allied Medical Sciences
Universidad de Puerto Rico 1981 — 1990
BBA, Finance, General
Prudential Capital Group 2005 - 2012
Beal Bank September 2000 - January 2005
Skills
Multi Tasking, Microsoft Excel, Bilingual, Eye for Details, Team Building, Training, Teamwork, Customer Satisfaction, Account Reconciliation, Cash Management, Financial Modeling, Management, Portfolio Management
Education
El Centro College 2012 — 2013
Invasive Cardiovascular, Allied Medical Sciences
Universidad de Puerto Rico 1981 — 1990
BBA, Finance, General
Isaac Soleimani Isaac Soleimani's Prudential Capital Group Experience August 1987 - August 1992
Job CEO
Industry Investment Management
Experience
Soleimani International Group, LLC June 2013 - Present
Healthcare Finance Group, LLC May 2000 - June 2013
Daiwa Securities America Inc July 1994 - May 2000
National Medical Funding Corp August 1992 - June 1994
Prudential Capital Group August 1987 - August 1992
Skills
Start-ups, Capital, Portfolio Management, Due Diligence, Financial Modeling, Financial Structuring, Private Equity, Venture Capital, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Restructuring, Investment Banking, Asset Based Lending, Financial Analysis, Capital Markets, Valuation, Structured Finance, Credit Analysis, Business Development, Finance, Risk Management, Credit
Education
Indiana University Bloomington 1985 — 1987
Master of Business Administration (MBA), Finance / Investment
The University of Connecticut 1978 — 1982
Bachelor of Science (BS), Biological Sciences
Soleimani International Group, LLC June 2013 - Present
Healthcare Finance Group, LLC May 2000 - June 2013
Daiwa Securities America Inc July 1994 - May 2000
National Medical Funding Corp August 1992 - June 1994
Prudential Capital Group August 1987 - August 1992
Skills
Start-ups, Capital, Portfolio Management, Due Diligence, Financial Modeling, Financial Structuring, Private Equity, Venture Capital, Corporate Finance, Leveraged Finance, Mergers & Acquisitions, Restructuring, Investment Banking, Asset Based Lending, Financial Analysis, Capital Markets, Valuation, Structured Finance, Credit Analysis, Business Development, Finance, Risk Management, Credit
Education
Indiana University Bloomington 1985 — 1987
Master of Business Administration (MBA), Finance / Investment
The University of Connecticut 1978 — 1982
Bachelor of Science (BS), Biological Sciences
Gwendolyn Foster, CFA Gwendolyn Foster, CFA's Prudential Capital Group Experience 1993 - 2006
Job Senior Director, Private Placements at Guardian Life Insurance
Industry Financial Services
Experience
Guardian Life Insurance January 2009 - Present
Prudential Capital Group 1993 - 2006
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Management, Finance/Int'l Business
Pennsylvania State University 1985 — 1989
Bachelor of Science, Business/Finance
Guardian Life Insurance January 2009 - Present
Prudential Capital Group 1993 - 2006
Education
Northwestern University - Kellogg School of Management 1991 — 1993
Master of Management, Finance/Int'l Business
Pennsylvania State University 1985 — 1989
Bachelor of Science, Business/Finance
Bill Stein Bill Stein's Prudential Capital Group Experience May 1992 - September 1992
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2005 - Present
Pax Clearing Corporation April 1999 - April 2005
PricewaterhouseCoopers August 1993 - April 1999
Coopers & Lybrand 1993 - 1999
Prudential Capital Group May 1992 - September 1992
Prudential Investments August 1988 - August 1991
Skills
@#$, &^%, )(*&^%$#
Education
The University of Chicago 1991 — 1993
MBA, Finance and Accounting
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Merrill Lynch April 2005 - Present
Pax Clearing Corporation April 1999 - April 2005
PricewaterhouseCoopers August 1993 - April 1999
Coopers & Lybrand 1993 - 1999
Prudential Capital Group May 1992 - September 1992
Prudential Investments August 1988 - August 1991
Skills
@#$, &^%, )(*&^%$#
Education
The University of Chicago 1991 — 1993
MBA, Finance and Accounting
Cornell University 1984 — 1988
BS, Applied Economics and Business Management
Oladipo Adetokunbo Taiwo - (OBAOLASUN-AJALORUN)'s Prudential Capital Group Experience January 1990 - April 2014
Job ObaOlaSun at The EntreScope Initiative
Industry Venture Capital & Private Equity
Experience
The EntreScope Initiative @ The Library of Congress January 1914 - Present
The EntreScope Initiative - TransAfrican Enterprise January 1914 - March 2015
GE Equity Capital Group - Technology, Media, and Telecommunications Group November 1935 - December 2014
ATO Pictures (ART Takes Over) March 2009 - April 2014
Prudential Capital Group January 1990 - April 2014
Graduate Leverage February 1956 - April 2014
THE BALTIMORE SUN January 1924 - April 2014
CENTERSTAGE January 1914 - April 2014
Taiwo Johnson & Associates (TJA) January 1914 - April 2014
Laureate Education January 1913 - April 2014
Skills
Entrepreneurship, Business Development, Fundraising, Film, Online Marketing, Screenwriting, Producing, Venture Capital, Strategy, Business Planning, Marketing, Social Media Marketing, Financial Modeling, Private Equity, Public Speaking, Film Production, Strategic Planning, Strategic Partnerships, Neuroscience, Biotechnology, Pharmaceutical Industry, Pharmaceutical Sales, Privacy Law, International Law, Corporate Law, Bioethics, Voice Over
Education
Harvard Business School 1995 — 2004
Producing
Howard University 1992 — 1997
Bachelor of Business Administration (BBA)
The Cardinal Gibbons School of The Baltimore Basillica 1989 — 1992
Catholic High School Diploma
The Johns Hopkins University 1976 — 1978
Legacy
The EntreScope Initiative @ The Library of Congress January 1914 - Present
The EntreScope Initiative - TransAfrican Enterprise January 1914 - March 2015
GE Equity Capital Group - Technology, Media, and Telecommunications Group November 1935 - December 2014
ATO Pictures (ART Takes Over) March 2009 - April 2014
Prudential Capital Group January 1990 - April 2014
Graduate Leverage February 1956 - April 2014
THE BALTIMORE SUN January 1924 - April 2014
CENTERSTAGE January 1914 - April 2014
Taiwo Johnson & Associates (TJA) January 1914 - April 2014
Laureate Education January 1913 - April 2014
Skills
Entrepreneurship, Business Development, Fundraising, Film, Online Marketing, Screenwriting, Producing, Venture Capital, Strategy, Business Planning, Marketing, Social Media Marketing, Financial Modeling, Private Equity, Public Speaking, Film Production, Strategic Planning, Strategic Partnerships, Neuroscience, Biotechnology, Pharmaceutical Industry, Pharmaceutical Sales, Privacy Law, International Law, Corporate Law, Bioethics, Voice Over
Education
Harvard Business School 1995 — 2004
Producing
Howard University 1992 — 1997
Bachelor of Business Administration (BBA)
The Cardinal Gibbons School of The Baltimore Basillica 1989 — 1992
Catholic High School Diploma
The Johns Hopkins University 1976 — 1978
Legacy
Adam Feit Adam Feit's Prudential Capital Group Experience March 2014 - Present
Job Investment Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group March 2014 - Present
Prudential Financial June 2013 - August 2013
Grant Thornton International Ltd June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Analysis, Investments
Education
Lehigh University 2010 — 2013
Bachelor's degree, Finance, General
Prudential Capital Group March 2014 - Present
Prudential Financial June 2013 - August 2013
Grant Thornton International Ltd June 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, Financial Analysis, Leadership, Analysis, Investments
Education
Lehigh University 2010 — 2013
Bachelor's degree, Finance, General
Stephen Scovotti Stephen Scovotti's Prudential Capital Group Experience 2004 - 2007
Job Associate Director Oil & Gas Ratings at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's 2011 - Present
Argo Partners 2010 - 2010
ProCure Treatment Centers 2007 - 2009
Prudential Capital Group 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Economics
Boston College 2000 — 2004
BS, Finance, Accounting
Standard & Poor's 2011 - Present
Argo Partners 2010 - 2010
ProCure Treatment Centers 2007 - 2009
Prudential Capital Group 2004 - 2007
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Finance, Economics
Boston College 2000 — 2004
BS, Finance, Accounting
Jeffrey Sousa Jeffrey Sousa's Prudential Capital Group Experience May 2005 - October 2011
Job Vice President, Asset Management at Siemens Financial Services
Industry Financial Services
Experience
Siemens Financial Services October 2011 - Present
Prudential Capital Group May 2005 - October 2011
Delta Air Lines June 1998 - May 2005
Delta Air Lines October 1997 - June 1998
Delta Air Lines February 1994 - October 1997
Delta Air Lines February 1990 - February 1994
Skills
Aircraft Maintenance, Aviation, Aircraft, Aerospace, Commercial Aviation, Airlines, Contract Negotiation, Program Management, Management, Maintenance
Education
Embry-Riddle Aeronautical University
BS, Proffesional Aeronautics
Pittsburgh Institute of Aeronautics
AS, Specialized Technology
Siemens Financial Services October 2011 - Present
Prudential Capital Group May 2005 - October 2011
Delta Air Lines June 1998 - May 2005
Delta Air Lines October 1997 - June 1998
Delta Air Lines February 1994 - October 1997
Delta Air Lines February 1990 - February 1994
Skills
Aircraft Maintenance, Aviation, Aircraft, Aerospace, Commercial Aviation, Airlines, Contract Negotiation, Program Management, Management, Maintenance
Education
Embry-Riddle Aeronautical University
BS, Proffesional Aeronautics
Pittsburgh Institute of Aeronautics
AS, Specialized Technology
Ed Stubbins Ed Stubbins's Prudential Capital Group Experience July 2002 - January 2006
Job Partner at Fuller & Thaler Asset Management
Industry Investment Management
Experience
Fuller & Thaler Asset Management August 2010 - Present
Symphony Asset Management May 2007 - August 2010
Pacific Investment Management Company February 2006 - April 2007
PIMCO 2006 - 2007
Prudential Capital Group July 2002 - January 2006
Honeywell International 1995 - 2000
Honeywell-Measurex 1995 - 2000
Measurex (now Honeywell) 1995 - 2000
Measurex 1995 - 2000
Hercules 1993 - 1995
Skills
Business Development, Strategic Marketing, Product Specialist, Hedge Funds, Asset Management, Equities, Fixed Income, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Private Equity, Series 7, Capital Markets, Investment Strategies, Mutual Funds, Investment Advisory, Credit, Financial Markets, Bonds, Structuring, Asset Managment
Education
CFA Institute 2002 — 2004
CFA, Chartered Financial Analyst
Kellogg School of Management 2000 — 2002
MBA, Finance and Accounting
North Carolina State University 1988 — 1993
BS, Chemical Engineering, Pulp and Paper Science and Technology
Fuller & Thaler Asset Management August 2010 - Present
Symphony Asset Management May 2007 - August 2010
Pacific Investment Management Company February 2006 - April 2007
PIMCO 2006 - 2007
Prudential Capital Group July 2002 - January 2006
Honeywell International 1995 - 2000
Honeywell-Measurex 1995 - 2000
Measurex (now Honeywell) 1995 - 2000
Measurex 1995 - 2000
Hercules 1993 - 1995
Skills
Business Development, Strategic Marketing, Product Specialist, Hedge Funds, Asset Management, Equities, Fixed Income, Investor Relations, Alternative Investments, Investments, Fund Of Funds, Private Equity, Series 7, Capital Markets, Investment Strategies, Mutual Funds, Investment Advisory, Credit, Financial Markets, Bonds, Structuring, Asset Managment
Education
CFA Institute 2002 — 2004
CFA, Chartered Financial Analyst
Kellogg School of Management 2000 — 2002
MBA, Finance and Accounting
North Carolina State University 1988 — 1993
BS, Chemical Engineering, Pulp and Paper Science and Technology
Derek Sacco's Prudential Capital Group Experience June 2011 - March 2015
Job Associate at TPG Special Situations Partners
Industry Venture Capital & Private Equity
Experience
TPG Capital April 2015 - Present
Prudential Capital Group June 2011 - March 2015
State Street June 2010 - August 2010
BNY Mellon May 2009 - September 2009
Skills
Investments, Portfolio Management, Financial Modeling, Private Equity, Due Diligence, Mezzanine, Financial Analysis, Fixed Income, Private Placements, Accounting, Finance, Valuation, Alternative Investments, Bloomberg, Asset Management, Hockey
Education
Boston College 2007 — 2011
Bachelor of Science, Finance & Accounting - Cum Laude
Central Catholic High School 2003 — 2007
TPG Capital April 2015 - Present
Prudential Capital Group June 2011 - March 2015
State Street June 2010 - August 2010
BNY Mellon May 2009 - September 2009
Skills
Investments, Portfolio Management, Financial Modeling, Private Equity, Due Diligence, Mezzanine, Financial Analysis, Fixed Income, Private Placements, Accounting, Finance, Valuation, Alternative Investments, Bloomberg, Asset Management, Hockey
Education
Boston College 2007 — 2011
Bachelor of Science, Finance & Accounting - Cum Laude
Central Catholic High School 2003 — 2007
Alessandra Christiani's Prudential Capital Group Experience July 2015 - Present
Job Investment Analyst at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group July 2015 - Present
PwC June 2014 - August 2014
Verizon Enterprise Solutions June 2013 - August 2013
Jebbit January 2013 - August 2013
Jebbit 2012 - August 2013
Style Up January 2013 - May 2013
Jebbit March 2012 - September 2012
HB Capital Management May 2012 - June 2012
Skills
Microsoft Excel, Team Leadership, Social Media Marketing, Event Planning, Start-ups, Microsoft Office, Business Networking, Accounting, Organization, Financial Statement..., Sales, Strategy, Management, Research
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, Hispanic Studies
Oakcrest School 2006 — 2011
Prudential Capital Group July 2015 - Present
PwC June 2014 - August 2014
Verizon Enterprise Solutions June 2013 - August 2013
Jebbit January 2013 - August 2013
Jebbit 2012 - August 2013
Style Up January 2013 - May 2013
Jebbit March 2012 - September 2012
HB Capital Management May 2012 - June 2012
Skills
Microsoft Excel, Team Leadership, Social Media Marketing, Event Planning, Start-ups, Microsoft Office, Business Networking, Accounting, Organization, Financial Statement..., Sales, Strategy, Management, Research
Education
Boston College - Carroll School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance, Hispanic Studies
Oakcrest School 2006 — 2011
Philip Corsello's Prudential Capital Group Experience September 1997 - May 2006
Job Counsel at Sidley Austin
Industry Law Practice
Experience
Sidley Austin March 2012 - Present
Dewey & LeBoeuf LLP June 2006 - February 2012
Prudential Capital Group September 1997 - May 2006
King & Spalding December 1995 - August 1997
Milbank, Tweed, Hadley & McCloy LLP September 1992 - December 1995
Skills
Corporate Finance, Private Equity, Project Finance, Leveraged Finance, Portfolio Management, Restructuring, Equities, Corporate Law, Finance, Loans, Private Placements, Mezzanine, Capital Markets, Corporate Governance, Mergers
Education
Fordham University School of Law 1989 — 1992
JD
Columbia College (NY) 1985 — 1989
BA
Chaminade 1981 — 1985
Sidley Austin March 2012 - Present
Dewey & LeBoeuf LLP June 2006 - February 2012
Prudential Capital Group September 1997 - May 2006
King & Spalding December 1995 - August 1997
Milbank, Tweed, Hadley & McCloy LLP September 1992 - December 1995
Skills
Corporate Finance, Private Equity, Project Finance, Leveraged Finance, Portfolio Management, Restructuring, Equities, Corporate Law, Finance, Loans, Private Placements, Mezzanine, Capital Markets, Corporate Governance, Mergers
Education
Fordham University School of Law 1989 — 1992
JD
Columbia College (NY) 1985 — 1989
BA
Chaminade 1981 — 1985
Sherry Daniele Sherry Daniele's Prudential Capital Group Experience June 1995 - September 2001
Job Owner at Georgia Mountain Waterfront Cabin Sleeps 8
Industry Real Estate
Experience
Blue Ridge GA Cabin Rental June 2008 - Present
Virtually Any Office January 2003 - Present
Travis McPhee Realty 1999 - Present
Prudential Capital Group June 1995 - September 2001
Prudential Capital Group February 1994 - June 1995
Skills
Real Estate, Negotiation, Contract Negotiation, Investments, Asset Managment, Financial Modeling, Financial Analysis, Real Estate Transactions, Valuation, Portfolio Management, Microsoft Office, Mortgage Lending, Real Estate Economics, Asset Management, Investment Properties, Sellers, Property, Commercial Real Estate, Customer Service
Education
Seton Hall University 1996 — 1996
Some MBA coursework
DePauw University 1982 — 1986
Bachelor of Arts, Economics & Management
Blue Ridge GA Cabin Rental June 2008 - Present
Virtually Any Office January 2003 - Present
Travis McPhee Realty 1999 - Present
Prudential Capital Group June 1995 - September 2001
Prudential Capital Group February 1994 - June 1995
Skills
Real Estate, Negotiation, Contract Negotiation, Investments, Asset Managment, Financial Modeling, Financial Analysis, Real Estate Transactions, Valuation, Portfolio Management, Microsoft Office, Mortgage Lending, Real Estate Economics, Asset Management, Investment Properties, Sellers, Property, Commercial Real Estate, Customer Service
Education
Seton Hall University 1996 — 1996
Some MBA coursework
DePauw University 1982 — 1986
Bachelor of Arts, Economics & Management
Mitchell Reed's Prudential Capital Group Experience 1993 - Present
Job Managing Director at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group 1993 - Present
Prudential Financial July 1991 - July 1993
Education
Amherst College 1987 — 1991
AB, Russian
Prudential Capital Group 1993 - Present
Prudential Financial July 1991 - July 1993
Education
Amherst College 1987 — 1991
AB, Russian
Rich Zirk Rich Zirk's Prudential Capital Group Experience May 1992 - May 1995
Job Manager, Strategic Alliances at Arkadin
Industry Telecommunications
Experience
Arkadin January 2015 - Present
Drive Technology Management January 2012 - January 2015
PGi 2001 - January 2012
Openwave Systems Inc. February 2000 - January 2002
AT&T March 1999 - February 2000
AT&T Wireless April 1997 - March 1999
Ceridian September 1995 - April 1997
Prudential Capital Group May 1992 - May 1995
Skills
Audio Conferencing, Direct Sales, Webinars, Contract Negotiation, Web Collaboration, Unified Communications, Video Conferencing, Marketing, Solution Selling, SaaS, Account Management, Telecommunications, Sales Management, New Business Development, Product Marketing, Strategic Planning, Telephony, Management, MPLS, Lead Generation, IP, VoIP, International Sales, Hosted Services, Business Development, Customer Retention, Key Account Management, SIP, Professional Services, Product Management, Co-location, Salesforce.com, Sales Presentations, Selling, Strategic Partnerships, Channel, Sales, Integrated Marketing, Sales Operations, Managed Services, SIP Trunking, Sales Process, Channel Partners, Collaboration Solutions, Partner Management, Wireless, Competitive Analysis, Enterprise Software, CRM, Strategy
Education
Ithaca College 1986 — 1990
BS, Economics - Business Management
Arkadin January 2015 - Present
Drive Technology Management January 2012 - January 2015
PGi 2001 - January 2012
Openwave Systems Inc. February 2000 - January 2002
AT&T March 1999 - February 2000
AT&T Wireless April 1997 - March 1999
Ceridian September 1995 - April 1997
Prudential Capital Group May 1992 - May 1995
Skills
Audio Conferencing, Direct Sales, Webinars, Contract Negotiation, Web Collaboration, Unified Communications, Video Conferencing, Marketing, Solution Selling, SaaS, Account Management, Telecommunications, Sales Management, New Business Development, Product Marketing, Strategic Planning, Telephony, Management, MPLS, Lead Generation, IP, VoIP, International Sales, Hosted Services, Business Development, Customer Retention, Key Account Management, SIP, Professional Services, Product Management, Co-location, Salesforce.com, Sales Presentations, Selling, Strategic Partnerships, Channel, Sales, Integrated Marketing, Sales Operations, Managed Services, SIP Trunking, Sales Process, Channel Partners, Collaboration Solutions, Partner Management, Wireless, Competitive Analysis, Enterprise Software, CRM, Strategy
Education
Ithaca College 1986 — 1990
BS, Economics - Business Management
Robin Snyder Robin Snyder's Prudential Capital Group Experience 1993 - 1996
Job Vice President at Prudential Financial
Industry Investment Management
Experience
Prudential Financial January 2001 - Present
Prudential Financial June 1998 - December 2000
Prudential Financial June 1996 - June 1998
Prudential Capital Group 1993 - 1996
Skills
Credit Analysis, Leveraged Finance, Analysis, Structured Finance, Strategy, Bonds, Loans, Capital Markets, High Yield, Portfolio Management, Alternative Investments, Due Diligence, Financial Structuring, Finance, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Executive MBA, Finance
Binghamton University 1984 — 1987
BA, Math
Prudential Financial January 2001 - Present
Prudential Financial June 1998 - December 2000
Prudential Financial June 1996 - June 1998
Prudential Capital Group 1993 - 1996
Skills
Credit Analysis, Leveraged Finance, Analysis, Structured Finance, Strategy, Bonds, Loans, Capital Markets, High Yield, Portfolio Management, Alternative Investments, Due Diligence, Financial Structuring, Finance, Fixed Income, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Executive MBA, Finance
Binghamton University 1984 — 1987
BA, Math
Robert Pokallus Robert Pokallus's Prudential Capital Group Experience February 2007 - August 2009
Job Account Executive Siemens Financial Services
Industry Investment Banking
Experience
Siemens Financial Services June 2011 - Present
Union Creek Partners October 2009 - May 2011
Prudential Capital Group February 2007 - August 2009
GMAC Commercial Finance July 2004 - January 2007
Dexia Global Structured Finance July 2002 - July 2004
PricewaterhouseCoopers November 2000 - July 2002
United States Marine Corps January 1997 - December 2000
National Westminster Bank 1990 - 1993
Skills
Capital Markets, Portfolio Management, Loans, Syndications, Business Development
Education
Touro College Jacob D. Fuchsberg Law Center 1993 — 1996
JD, Law
LIU Post 1990 — 1992
MBA, Finance
University of Scranton 1985 — 1989
BS, Accounting
Siemens Financial Services June 2011 - Present
Union Creek Partners October 2009 - May 2011
Prudential Capital Group February 2007 - August 2009
GMAC Commercial Finance July 2004 - January 2007
Dexia Global Structured Finance July 2002 - July 2004
PricewaterhouseCoopers November 2000 - July 2002
United States Marine Corps January 1997 - December 2000
National Westminster Bank 1990 - 1993
Skills
Capital Markets, Portfolio Management, Loans, Syndications, Business Development
Education
Touro College Jacob D. Fuchsberg Law Center 1993 — 1996
JD, Law
LIU Post 1990 — 1992
MBA, Finance
University of Scranton 1985 — 1989
BS, Accounting
Sean Sharkey's Prudential Capital Group Experience August 2010 - December 2010
Job Talent Manager at Kforce Inc
Industry Marketing and Advertising
Experience
Kforce Inc June 2014 - Present
Kforce Inc. February 2012 - Present
Gregory Laka & Company July 2011 - December 2011
Prudential Capital Group August 2010 - December 2010
Windy City Ski August 2010 - December 2010
USMP September 2009 - March 2010
Personal work. 2000 - 2010
Skills
Photoshop, Microsoft Excel, Adobe Creative Suite, Microsoft Word, InDesign, Illustrator, Film Production, Salesforce.com, Cloud Computing, Technical Recruiting, Internet Recruiting, Social Networking, Cold Calling, Recruiting, SharePoint, Marketing, Databases, Database Design, Executive Search, Interviews, Leadership, Management, Staffing Services, CRM, Business Intelligence, Access, Change Management, Oracle, Data Warehousing, Program Management, Talent Management, Temporary Placement, Software Development, Vendor Management, Contract Recruitment, Applicant Tracking..., Benefits Negotiation, Screening Resumes, Temporary Staffing, Permanent Placement, Sourcing, Talent Acquisition, Staff Augmentation, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Information Systems
DePaul University 2007 — 2011
BS, Marketing
DePaul University 2007 — 2011
BS, Marketing
Kforce Inc June 2014 - Present
Kforce Inc. February 2012 - Present
Gregory Laka & Company July 2011 - December 2011
Prudential Capital Group August 2010 - December 2010
Windy City Ski August 2010 - December 2010
USMP September 2009 - March 2010
Personal work. 2000 - 2010
Skills
Photoshop, Microsoft Excel, Adobe Creative Suite, Microsoft Word, InDesign, Illustrator, Film Production, Salesforce.com, Cloud Computing, Technical Recruiting, Internet Recruiting, Social Networking, Cold Calling, Recruiting, SharePoint, Marketing, Databases, Database Design, Executive Search, Interviews, Leadership, Management, Staffing Services, CRM, Business Intelligence, Access, Change Management, Oracle, Data Warehousing, Program Management, Talent Management, Temporary Placement, Software Development, Vendor Management, Contract Recruitment, Applicant Tracking..., Benefits Negotiation, Screening Resumes, Temporary Staffing, Permanent Placement, Sourcing, Talent Acquisition, Staff Augmentation, Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Information Systems
DePaul University 2007 — 2011
BS, Marketing
DePaul University 2007 — 2011
BS, Marketing
Maryann Woods Maryann Woods's Prudential Capital Group Experience January 1996 - January 2000
Job Meeting Manager at Southern Gas Association
Industry Nonprofit Organization Management
Experience
Southern Gas Association January 2015 - Present
American Heart Association October 2011 - June 2014
Mannatech, Incorporated December 2010 - October 2011
Independent Contractor October 2009 - December 2010
Prudential Financial January 2003 - March 2009
Prudential Mortgage Capital Company January 2000 - January 2003
Prudential Capital Group January 1996 - January 2000
Skills
Budgets, Food, Meeting Planning, Event Management, Event Planning, Corporate Events, Trade Shows, Registration, Location Intelligence, Contract Negotiation, Hospitality, Incentives, Marketing, Management, Sales, Strategic Planning, Leadership, Food & Beverage, Proposal Writing, Public Speaking, Project Planning, Catering, Time Management, Project Management, Marketing Communications
Education
El Centro College
Paralegal
Richland College
Hospitality Administration/Management
Southern Gas Association January 2015 - Present
American Heart Association October 2011 - June 2014
Mannatech, Incorporated December 2010 - October 2011
Independent Contractor October 2009 - December 2010
Prudential Financial January 2003 - March 2009
Prudential Mortgage Capital Company January 2000 - January 2003
Prudential Capital Group January 1996 - January 2000
Skills
Budgets, Food, Meeting Planning, Event Management, Event Planning, Corporate Events, Trade Shows, Registration, Location Intelligence, Contract Negotiation, Hospitality, Incentives, Marketing, Management, Sales, Strategic Planning, Leadership, Food & Beverage, Proposal Writing, Public Speaking, Project Planning, Catering, Time Management, Project Management, Marketing Communications
Education
El Centro College
Paralegal
Richland College
Hospitality Administration/Management
Tim Park's Prudential Capital Group Experience June 2012 - August 2012
Job Investment Banking Analyst at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey August 2014 - Present
OneWest Bank July 2013 - August 2014
Prudential Capital Group June 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Economics, Microsoft Excel, Leveraged Finance, Leveraged Lending, Java, Stata, Statistics, PowerPoint, Valuation, Microsoft Word, Corporate Finance, Bloomberg, Capital IQ, Financial Statement..., Financial Modeling, LBO
Education
Claremont McKenna College
BA, Economics-Accounting
Claremont McKenna College
Bachelor of Arts (B.A.)
Houlihan Lokey August 2014 - Present
OneWest Bank July 2013 - August 2014
Prudential Capital Group June 2012 - August 2012
Skills
Financial Analysis, Credit Analysis, Economics, Microsoft Excel, Leveraged Finance, Leveraged Lending, Java, Stata, Statistics, PowerPoint, Valuation, Microsoft Word, Corporate Finance, Bloomberg, Capital IQ, Financial Statement..., Financial Modeling, LBO
Education
Claremont McKenna College
BA, Economics-Accounting
Claremont McKenna College
Bachelor of Arts (B.A.)
Bryce Erickson Bryce Erickson's Prudential Capital Group Experience July 2002 - July 2003
Job Senior Vice President at Mercer Capital
Industry Financial Services
Experience
Mercer Capital July 2015 - Present
Erickson Partners, Inc. March 2012 - July 2015
Erickson Partners, Inc. September 2003 - March 2012
Prudential Capital Group July 2002 - July 2003
Prudential Capital Group 2000 - 2002
KPMG July 1998 - July 2000
Skills
Intangible Assets, Valuation, Investments, Financial Analysis, Mergers, Due Diligence, Loans, Business Valuation, Corporate Finance, Expert Witness, Financial Reporting, Tax, Mergers & Acquisitions, Financial Modeling, Finance, Financial Services, Economics, Alternative Investments, M&A experience, Acquisitions, Financial Advisory, Real Estate Economics, Equities, Litigation Support
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Economics
Mercer Capital July 2015 - Present
Erickson Partners, Inc. March 2012 - July 2015
Erickson Partners, Inc. September 2003 - March 2012
Prudential Capital Group July 2002 - July 2003
Prudential Capital Group 2000 - 2002
KPMG July 1998 - July 2000
Skills
Intangible Assets, Valuation, Investments, Financial Analysis, Mergers, Due Diligence, Loans, Business Valuation, Corporate Finance, Expert Witness, Financial Reporting, Tax, Mergers & Acquisitions, Financial Modeling, Finance, Financial Services, Economics, Alternative Investments, M&A experience, Acquisitions, Financial Advisory, Real Estate Economics, Equities, Litigation Support
Education
Baylor University 1994 — 1998
Bachelor of Business Administration (BBA), Economics
Baylor University - Hankamer School of Business 1994 — 1998
BBA, Economics
Joelle Kuhnen Joelle Kuhnen's Prudential Capital Group Experience March 2014 - Present
Job Project Management Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group March 2014 - Present
Prudential Capital Group March 2007 - Present
Skills
Investments, Corporate Finance, Portfolio Management, Financial Analysis, Event Planning, Event Management, Corporate Events, Recruiting, Project Management, Team Management, Office Administration, Office Management, Analysis
Education
The University of Chicago 2009 — 2010
Certificate Program, Business
University of Vermont 1997 — 2001
Northwestern University
Northwestern University
Prudential Capital Group March 2014 - Present
Prudential Capital Group March 2007 - Present
Skills
Investments, Corporate Finance, Portfolio Management, Financial Analysis, Event Planning, Event Management, Corporate Events, Recruiting, Project Management, Team Management, Office Administration, Office Management, Analysis
Education
The University of Chicago 2009 — 2010
Certificate Program, Business
University of Vermont 1997 — 2001
Northwestern University
Northwestern University
Katherine Matarazzo, CFA Katherine Matarazzo, CFA's Prudential Capital Group Experience 2004 - 2009
Job Associate, Valuation & Strategic Analysis at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners June 2012 - Present
State Street June 2011 - August 2011
Prudential Capital Group 2004 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration, Asset Management
University of New South Wales 2009 — 2010
Master of Financial Analysis
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science, Finance and Operations Management
Providence Equity Partners June 2012 - Present
State Street June 2011 - August 2011
Prudential Capital Group 2004 - 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2012
Master of Business Administration, Asset Management
University of New South Wales 2009 — 2010
Master of Financial Analysis
Boston College - Carroll School of Management 2000 — 2004
Bachelor of Science, Finance and Operations Management
David Chui David Chui's Prudential Capital Group Experience June 2013 - August 2013
Job Investment Banking Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Prudential Capital Group June 2013 - August 2013
Martin Lab March 2012 - May 2013
Education
Duke University 2013 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance, Political Science Minor
University of Washington
Bachelor of Science (BS), Economics, Chemistry
Newport High School
Moelis & Company July 2015 - Present
Moelis & Company June 2014 - August 2014
Prudential Capital Group June 2013 - August 2013
Martin Lab March 2012 - May 2013
Education
Duke University 2013 — 2015
Bachelor of Science (B.S.), Economics, Concentration in Finance, Political Science Minor
University of Washington
Bachelor of Science (BS), Economics, Chemistry
Newport High School
Gregory Land Gregory Land's Prudential Capital Group Experience May 2012 - March 2015
Job Associate at Norwest Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Norwest Mezzanine Partners April 2015 - Present
Prudential Capital Group May 2012 - March 2015
Teneca, LLC January 2012 - May 2012
Marquette Asset Management August 2011 - December 2011
Maverick Student Investment Fund January 2011 - December 2011
Skills
Bloomberg, Capital IQ, Portfolio Management, Mezzanine, Valuation, Investment Banking, Credit, Finance, Equity Capital Markets, Equity Research
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Norwest Mezzanine Partners April 2015 - Present
Prudential Capital Group May 2012 - March 2015
Teneca, LLC January 2012 - May 2012
Marquette Asset Management August 2011 - December 2011
Maverick Student Investment Fund January 2011 - December 2011
Skills
Bloomberg, Capital IQ, Portfolio Management, Mezzanine, Valuation, Investment Banking, Credit, Finance, Equity Capital Markets, Equity Research
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Dianna Carr Dianna Carr's Prudential Capital Group Experience November 2000 - Present
Job Senior Vice President at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group November 2000 - Present
BMO Harris Bank March 1998 - November 2000
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Michigan State University 1988 — 1992
Bachelor's Degree
Prudential Capital Group November 2000 - Present
BMO Harris Bank March 1998 - November 2000
Education
Northwestern University - Kellogg School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Michigan State University 1988 — 1992
Bachelor's Degree
Bob Tamashunas Bob Tamashunas's Prudential Capital Group Experience September 1997 - May 2001
Job Partner at Seaport Capital
Industry Venture Capital & Private Equity
Experience
Seaport Capital September 2003 - Present
FTJ FundChoice July 2012 - Present
bMedia Group May 2014 - Present
Bay Communications January 2011 - Present
Municipal Communications, LLC October 2010 - Present
Worley Claims Services May 2008 - October 2014
Southeast Towers, LLC August 2004 - July 2007
SirsiDynix September 2004 - January 2007
Prudential Capital Group September 1997 - May 2001
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Seaport Capital September 2003 - Present
FTJ FundChoice July 2012 - Present
bMedia Group May 2014 - Present
Bay Communications January 2011 - Present
Municipal Communications, LLC October 2010 - Present
Worley Claims Services May 2008 - October 2014
Southeast Towers, LLC August 2004 - July 2007
SirsiDynix September 2004 - January 2007
Prudential Capital Group September 1997 - May 2001
Education
Columbia University - Columbia Business School 2001 — 2003
Master of Business Administration (M.B.A.)
Georgetown University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Puja Thakker's Prudential Capital Group Experience June 2015 - Present
Job Senior Marketing Manager Associate at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group June 2015 - Present
Prudential Capital Group June 2014 - June 2015
Chicago Field Studies March 2014 - March 2015
Big Ten Network September 2013 - December 2013
Center for Companies That Care June 2013 - August 2013
Bhavani Hospitality Inc 2009 - 2011
Skills
Microsoft Office, Social Networking, Leadership, Non-profits, Grant Writing, Nonprofits, Customer Service, Public Relations, Editing, Marketing
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), (Economics Major, Psychology Minor, Integrated Marketing Certificate)
Red River High School 2007 — 2011
Prudential Capital Group June 2015 - Present
Prudential Capital Group June 2014 - June 2015
Chicago Field Studies March 2014 - March 2015
Big Ten Network September 2013 - December 2013
Center for Companies That Care June 2013 - August 2013
Bhavani Hospitality Inc 2009 - 2011
Skills
Microsoft Office, Social Networking, Leadership, Non-profits, Grant Writing, Nonprofits, Customer Service, Public Relations, Editing, Marketing
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), (Economics Major, Psychology Minor, Integrated Marketing Certificate)
Red River High School 2007 — 2011
Malcolm DaCunha Malcolm DaCunha's Prudential Capital Group Experience September 1991 - June 1998
Job Desktop Engineer at CHEP
Industry Information Technology and Services
Experience
CHEP July 2015 - Present
My IT ProTeam June 2013 - Present
Orange County Public Schools March 2015 - July 2015
Sun Trust Banks Inc October 2014 - January 2015
Orlando Health September 2013 - August 2014
Mid-Florida Tech September 2011 - September 2013
ProPlus Communications December 2012 - February 2013
The Home Depot May 2005 - September 2010
Convergys December 2000 - February 2003
Prudential Capital Group September 1991 - June 1998
Skills
Unix, Servers, Windows 7, Hardware, Cisco Technologies, Windows, Operating Systems, Active Directory, Computer Hardware, Troubleshooting, Help Desk Support, Routers, Networking, Laptops, Software Installation, Cabling, Wireless, Network Engineering, Microsoft Office
Education
Mid-Florida Tech 2011 — 2014
Computer Systems Technology and Networking
Bergen Community College 1995 — 1996
Liberal Arts and Sciences/Liberal Studies
CHEP July 2015 - Present
My IT ProTeam June 2013 - Present
Orange County Public Schools March 2015 - July 2015
Sun Trust Banks Inc October 2014 - January 2015
Orlando Health September 2013 - August 2014
Mid-Florida Tech September 2011 - September 2013
ProPlus Communications December 2012 - February 2013
The Home Depot May 2005 - September 2010
Convergys December 2000 - February 2003
Prudential Capital Group September 1991 - June 1998
Skills
Unix, Servers, Windows 7, Hardware, Cisco Technologies, Windows, Operating Systems, Active Directory, Computer Hardware, Troubleshooting, Help Desk Support, Routers, Networking, Laptops, Software Installation, Cabling, Wireless, Network Engineering, Microsoft Office
Education
Mid-Florida Tech 2011 — 2014
Computer Systems Technology and Networking
Bergen Community College 1995 — 1996
Liberal Arts and Sciences/Liberal Studies
Terry Alexander's Prudential Capital Group Experience 1987 - 1996
Job Commercial Real Estate
Industry Real Estate
Experience
Clontz Newkirk Real Estate Group 2014 - Present
Situs 2010 - 2014
Coldwell Banker 2007 - 2010
Bank of America 2005 - 2006
UBS Investment Bank 2001 - 2003
Moody's Investors Service 1996 - 2001
Prudential Capital Group 1987 - 1996
Skills
CMBS, Structured Finance, Real Estate Financing, Valuation, Loans, Investments, Capital Markets, Due Diligence, Commercial Mortgages, Underwriting, Commercial Real Estate, Mortgage Lending
Education
Converse College
Bachelor of Arts (B.A.), Economics and Political Science
Emory University - Goizueta Business School
MBA, Finance and Accounting
Clontz Newkirk Real Estate Group 2014 - Present
Situs 2010 - 2014
Coldwell Banker 2007 - 2010
Bank of America 2005 - 2006
UBS Investment Bank 2001 - 2003
Moody's Investors Service 1996 - 2001
Prudential Capital Group 1987 - 1996
Skills
CMBS, Structured Finance, Real Estate Financing, Valuation, Loans, Investments, Capital Markets, Due Diligence, Commercial Mortgages, Underwriting, Commercial Real Estate, Mortgage Lending
Education
Converse College
Bachelor of Arts (B.A.), Economics and Political Science
Emory University - Goizueta Business School
MBA, Finance and Accounting
Victoria Gonzalez-Cabal's Prudential Capital Group Experience June 2005 - May 2006
Job Program Manager, University of Utah
Industry Higher Education
Experience
University of Utah - David Eccles School of Business July 2015 - Present
Northwest Middle School July 2014 - June 2015
Judge Memorial Catholic High School October 2009 - August 2014
University of Utah August 2009 - July 2011
Saint Ignatius College Prep August 2008 - June 2009
Westminster College August 2006 - August 2007
Prudential Capital Group June 2005 - May 2006
Skills
Training, Higher Education, Event Management, Marketing, Program Management, Recruiting, Marketing Communications, Admissions, Team Building, Project Planning, Adolescents, Social Networking, Student Counseling, Psychotherapy, Curriculum Design, Community Outreach, Spanish, Student Affairs, Intercultural..., Public Speaking
Education
Johns Hopkins University School of Education 2014 — 2017
Doctor of Education (Ed.D.), Education
Loyola University Chicago 2007 — 2009
M.Ed., School Counseling
Loyola University Chicago 2001 — 2005
BA, Communication
University of Utah - David Eccles School of Business July 2015 - Present
Northwest Middle School July 2014 - June 2015
Judge Memorial Catholic High School October 2009 - August 2014
University of Utah August 2009 - July 2011
Saint Ignatius College Prep August 2008 - June 2009
Westminster College August 2006 - August 2007
Prudential Capital Group June 2005 - May 2006
Skills
Training, Higher Education, Event Management, Marketing, Program Management, Recruiting, Marketing Communications, Admissions, Team Building, Project Planning, Adolescents, Social Networking, Student Counseling, Psychotherapy, Curriculum Design, Community Outreach, Spanish, Student Affairs, Intercultural..., Public Speaking
Education
Johns Hopkins University School of Education 2014 — 2017
Doctor of Education (Ed.D.), Education
Loyola University Chicago 2007 — 2009
M.Ed., School Counseling
Loyola University Chicago 2001 — 2005
BA, Communication
Kristin St. John Kristin St. John's Prudential Capital Group Experience July 2012 - Present
Job Investment Associate at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group July 2012 - Present
PwC June 2011 - August 2011
AMERICAN CAPITAL LTD August 2007 - June 2010
CAPITALSOURCE FINANCE August 2005 - August 2007
MCG Capital November 2004 - August 2005
PRICEWATERHOUSE COOPERS September 2003 - November 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Mergers, Leveraged Finance, Investments, Mezzanine, Equities, Venture Capital, Finance, LBO, Business Valuation, Accounting, Credit, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
Master of Business Administration, Finance and Entrepreneurship
Claremont McKenna College 2001 — 2003
Bachelor of Arts, Economics
Prudential Capital Group July 2012 - Present
PwC June 2011 - August 2011
AMERICAN CAPITAL LTD August 2007 - June 2010
CAPITALSOURCE FINANCE August 2005 - August 2007
MCG Capital November 2004 - August 2005
PRICEWATERHOUSE COOPERS September 2003 - November 2004
Skills
Financial Modeling, Valuation, Financial Analysis, Private Equity, Due Diligence, Corporate Finance, Portfolio Management, Mergers, Leveraged Finance, Investments, Mezzanine, Equities, Venture Capital, Finance, LBO, Business Valuation, Accounting, Credit, Mergers & Acquisitions
Education
The University of Texas at Austin - Red McCombs School of Business 2010 — 2012
Master of Business Administration, Finance and Entrepreneurship
Claremont McKenna College 2001 — 2003
Bachelor of Arts, Economics
Jerry Rotunno Jerry Rotunno's Prudential Capital Group Experience March 1988 - January 1994
Job Vice President at Associated Bank
Industry Banking
Experience
Associated Bank June 2001 - Present
Kensington Realty Advisors February 1994 - December 1997
Prudential Capital Group March 1988 - January 1994
Prudential Mortgage Capital Company 1988 - 1994
FrittsSesler Investments 1983 - 1988
Bankers Life and Casualty 1981 - 1981
Skills
Loans, Real Estate, Mortgage Lending, Risk Management, Commercial Real Estate, Portfolio Management, Underwriting, Construction Loans, Residential Homes, Customer Service, Retail, Credit, Banking, Financial Analysis, Commercial Lending, Asset Management, Corporate Real Estate, Investments, Due Diligence, Credit Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B. S., Finance
Loyola Academy 1974 — 1977
Associated Bank June 2001 - Present
Kensington Realty Advisors February 1994 - December 1997
Prudential Capital Group March 1988 - January 1994
Prudential Mortgage Capital Company 1988 - 1994
FrittsSesler Investments 1983 - 1988
Bankers Life and Casualty 1981 - 1981
Skills
Loans, Real Estate, Mortgage Lending, Risk Management, Commercial Real Estate, Portfolio Management, Underwriting, Construction Loans, Residential Homes, Customer Service, Retail, Credit, Banking, Financial Analysis, Commercial Lending, Asset Management, Corporate Real Estate, Investments, Due Diligence, Credit Analysis
Education
Northwestern University - Kellogg School of Management 1982 — 1983
MBA, Finance/Accounting
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
B. S., Finance
Loyola Academy 1974 — 1977
James Monaco's Prudential Capital Group Experience July 2014 - Present
Job Investment Analyst at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group July 2014 - Present
Barclays June 2013 - August 2013
Hudson City Savings Bank May 2010 - August 2012
Skills
Investment Banking, Bloomberg, Microsoft Office, Financial Modeling, Credit Analysis, Valuation, Entrepreneurship, Debt, Corporate Finance, Capital Markets, Venture Capital, Portfolio Management, Financial Accounting, Fixed Income, Private Placements, Asset Management, Alternative Investments, Wealth Management, Underwriting, Investments, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Magna Cum Laude, Finance, Accounting, History
Bergen Catholic 2006 — 2010
High School, Liberal Arts, Top 5%
Prudential Capital Group July 2014 - Present
Barclays June 2013 - August 2013
Hudson City Savings Bank May 2010 - August 2012
Skills
Investment Banking, Bloomberg, Microsoft Office, Financial Modeling, Credit Analysis, Valuation, Entrepreneurship, Debt, Corporate Finance, Capital Markets, Venture Capital, Portfolio Management, Financial Accounting, Fixed Income, Private Placements, Asset Management, Alternative Investments, Wealth Management, Underwriting, Investments, Microsoft Excel
Education
Boston College 2010 — 2014
Bachelor of Science (B.S.), Magna Cum Laude, Finance, Accounting, History
Bergen Catholic 2006 — 2010
High School, Liberal Arts, Top 5%
Allen Mazerolle's Prudential Capital Group Experience March 2015 - Present
Job Investment Analyst at Prudential Capital Group
Industry Capital Markets
Experience
Prudential Capital Group March 2015 - Present
Hudson Realty Capital LLC June 2014 - August 2014
CBRE January 2014 - May 2014
RCG Ventures, LLC June 2013 - August 2013
Piedmont Driving Club April 2012 - May 2013
Skills
Microsoft Office, Matlab, Data Analytics, Database Applications, Argus Modeling, Commercial Real Estate, Finance, Financial Analysis, Due Diligence, Financial Modeling, Investments, Investment Properties
Education
Georgia Tech
BSBA, Finance, Senior
Prudential Capital Group March 2015 - Present
Hudson Realty Capital LLC June 2014 - August 2014
CBRE January 2014 - May 2014
RCG Ventures, LLC June 2013 - August 2013
Piedmont Driving Club April 2012 - May 2013
Skills
Microsoft Office, Matlab, Data Analytics, Database Applications, Argus Modeling, Commercial Real Estate, Finance, Financial Analysis, Due Diligence, Financial Modeling, Investments, Investment Properties
Education
Georgia Tech
BSBA, Finance, Senior
Laura Sachar Laura Sachar's Prudential Capital Group Experience 1984 - 1986
Job General Partner at StarVest Partners
Industry Venture Capital & Private Equity
Experience
StarVest Partners 1999 - Present
Gabelli Securities 1996 - 1998
Sachar Capital 1992 - 1998
Financial World Magazine 1986 - 1990
Prudential Capital Group 1984 - 1986
Skills
SaaS, E-commerce, Venture Capital, Private Equity, Digital Marketing, Investments, Leadership, Management, Finance, Corporate Finance, Corporate Development, Start-ups
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (MBA)
Barnard College 1981 — 1984
Bachelor of Arts (BA), English major, Economics Minor
StarVest Partners 1999 - Present
Gabelli Securities 1996 - 1998
Sachar Capital 1992 - 1998
Financial World Magazine 1986 - 1990
Prudential Capital Group 1984 - 1986
Skills
SaaS, E-commerce, Venture Capital, Private Equity, Digital Marketing, Investments, Leadership, Management, Finance, Corporate Finance, Corporate Development, Start-ups
Education
Columbia University - Columbia Business School 1990 — 1991
Master of Business Administration (MBA)
Barnard College 1981 — 1984
Bachelor of Arts (BA), English major, Economics Minor
Michael Bouchard's Prudential Capital Group Experience June 2015 - August 2015
Job Acquisitions and Development Analyst Intern at Landmark Properties Athens, Georgia
Industry Banking
Experience
Landmark Properties - Athens, Georgia August 2015 - Present
Prudential Capital Group June 2015 - August 2015
VRA Partners, LLC January 2015 - April 2015
State Street June 2014 - August 2014
Education
University of Georgia - Terry College of Business 2012 — 2015
B.B.A in Finance, 3.84
Guanghua School of Management 2014 — 2014
Finance
Oconee County High School 2008 — 2012
High School Diploma
Landmark Properties - Athens, Georgia August 2015 - Present
Prudential Capital Group June 2015 - August 2015
VRA Partners, LLC January 2015 - April 2015
State Street June 2014 - August 2014
Education
University of Georgia - Terry College of Business 2012 — 2015
B.B.A in Finance, 3.84
Guanghua School of Management 2014 — 2014
Finance
Oconee County High School 2008 — 2012
High School Diploma
Trent Curry, CFA's Prudential Capital Group Experience April 2000 - May 2004
Job Chief Investment Officer/Portfolio Manager
Industry Investment Management
Experience
Alluvion Investments October 2011 - Present
Pope Asset Management, LLC October 2005 - October 2011
Prudential Capital Group April 2000 - May 2004
Deloitte & Touche LLP January 1999 - April 2000
Skills
Private Equity, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Securities, Mezzanine, Mutual Funds, Structured Finance, Financial Modeling, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA
Baylor University - Hankamer School of Business 1996 — 1998
BBA
Alluvion Investments October 2011 - Present
Pope Asset Management, LLC October 2005 - October 2011
Prudential Capital Group April 2000 - May 2004
Deloitte & Touche LLP January 1999 - April 2000
Skills
Private Equity, Asset Managment, Equities, Fixed Income, Investments, Portfolio Management, Securities, Mezzanine, Mutual Funds, Structured Finance, Financial Modeling, Valuation
Education
Northwestern University - Kellogg School of Management 2004 — 2005
MBA
Baylor University - Hankamer School of Business 1996 — 1998
BBA
Robert Dolan, MBA & MAcc's Prudential Capital Group Experience May 2006 - June 2009
Job VP, Senior Credit Analyst at First Advantage Bank (FABK)
Industry Financial Services
Experience
First Advantage Bank (FABK) July 2015 - Present
CapStar Bank April 2014 - July 2015
CapStar Bank July 2011 - April 2014
PCA Foundation February 2011 - July 2011
Commercial Roofing Specialties, Inc. June 2009 - February 2011
Prudential Capital Group May 2006 - June 2009
GMAC Equipment Finance Division May 2006 - February 2007
Georgia-Pacific May 2005 - May 2006
AGCO Finance February 2000 - May 2005
OCS Checkweighers May 1999 - January 2000
Skills
Corporate Finance, Credit, Portfolio Management, Credit Risk, Underwriting, Risk Management, Loans, Investments, Banking, Financial Risk, Management, Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Analysis, Credit Analysis, Commercial Banking
Education
Brenau University 2009 — 2010
Masters, Accounting
University of Georgia - Terry College of Business 2001 — 2004
MBA, Business Administration
Berry College 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
First Advantage Bank (FABK) July 2015 - Present
CapStar Bank April 2014 - July 2015
CapStar Bank July 2011 - April 2014
PCA Foundation February 2011 - July 2011
Commercial Roofing Specialties, Inc. June 2009 - February 2011
Prudential Capital Group May 2006 - June 2009
GMAC Equipment Finance Division May 2006 - February 2007
Georgia-Pacific May 2005 - May 2006
AGCO Finance February 2000 - May 2005
OCS Checkweighers May 1999 - January 2000
Skills
Corporate Finance, Credit, Portfolio Management, Credit Risk, Underwriting, Risk Management, Loans, Investments, Banking, Financial Risk, Management, Mergers & Acquisitions, Finance, Analysis, Leadership, Financial Analysis, Credit Analysis, Commercial Banking
Education
Brenau University 2009 — 2010
Masters, Accounting
University of Georgia - Terry College of Business 2001 — 2004
MBA, Business Administration
Berry College 1990 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Matthew Harvey's Prudential Capital Group Experience June 2003 - June 2007
Job
Industry Investment Management
Experience
Prudential Capital Partners March 2015 - Present
Pricoa Capital Group December 2012 - March 2015
Pricoa Capital Group July 2012 - December 2012
Prudential Capital Partners December 2009 - August 2012
Prudential Capital Partners June 2007 - December 2009
Prudential Capital Group June 2003 - June 2007
Skills
Private Equity, Financial Modeling, Valuation, Mezzanine, Due Diligence, LBO, Corporate Finance, Financial Analysis, Leveraged Finance, Fixed Income, Private Placements, Investment Banking
Education
DePaul University 1999 — 2003
BS
Prudential Capital Partners March 2015 - Present
Pricoa Capital Group December 2012 - March 2015
Pricoa Capital Group July 2012 - December 2012
Prudential Capital Partners December 2009 - August 2012
Prudential Capital Partners June 2007 - December 2009
Prudential Capital Group June 2003 - June 2007
Skills
Private Equity, Financial Modeling, Valuation, Mezzanine, Due Diligence, LBO, Corporate Finance, Financial Analysis, Leveraged Finance, Fixed Income, Private Placements, Investment Banking
Education
DePaul University 1999 — 2003
BS
Adam Schwartzberg's Prudential Capital Group Experience June 2000 - June 2003
Job Director, Finance at Cox Communications
Industry Telecommunications
Experience
Cox Communications April 2012 - Present
Cox Communications May 2008 - April 2012
The Home Depot June 2007 - May 2008
The Home Depot July 2005 - May 2007
Prudential Capital Group June 2000 - June 2003
Skills
Corporate FP&A, Financial Reporting, Financial Analysis, Financial Modeling, Capital Budgeting, Business Process..., Due Diligence, Valuation, Cross-functional Team..., Managerial Finance, Strategy, Management, Asset Managment, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Finance
Georgia Institute of Technology 1995 — 2000
BS, Management
Cox Communications April 2012 - Present
Cox Communications May 2008 - April 2012
The Home Depot June 2007 - May 2008
The Home Depot July 2005 - May 2007
Prudential Capital Group June 2000 - June 2003
Skills
Corporate FP&A, Financial Reporting, Financial Analysis, Financial Modeling, Capital Budgeting, Business Process..., Due Diligence, Valuation, Cross-functional Team..., Managerial Finance, Strategy, Management, Asset Managment, Portfolio Management
Education
Vanderbilt University - Owen Graduate School of Management 2003 — 2005
MBA, Finance
Georgia Institute of Technology 1995 — 2000
BS, Management
Jeehae Shin's Prudential Capital Group Experience July 2003 - August 2006
Job Vice President at Real Industry, Inc.
Industry Financial Services
Experience
Real Industry, Inc. (NASDAQ: RELY) (f/k/a Signature Group Holdings, Inc.) August 2010 - Present
Global Payments, Inc. April 2007 - July 2008
Prudential Capital Group July 2003 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Capital Markets, Due Diligence, East Asian Studies, Equity Research, Asset Management, Equities, Emerging Markets, Corporate Finance, Finance, Mergers & Acquisitions, Hedge Funds, Investments, Investment Banking, Venture Capital, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Emory University 1999 — 2003
BA, Economics
Real Industry, Inc. (NASDAQ: RELY) (f/k/a Signature Group Holdings, Inc.) August 2010 - Present
Global Payments, Inc. April 2007 - July 2008
Prudential Capital Group July 2003 - August 2006
Skills
Financial Analysis, Valuation, Financial Modeling, Capital Markets, Due Diligence, East Asian Studies, Equity Research, Asset Management, Equities, Emerging Markets, Corporate Finance, Finance, Mergers & Acquisitions, Hedge Funds, Investments, Investment Banking, Venture Capital, Private Equity
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA
Emory University 1999 — 2003
BA, Economics
Joseph Doumar's Prudential Capital Group Experience July 2000 - June 2005
Job Senior Director at NYL Investors LLC
Industry Investment Management
Experience
NYL Investors LLC March 2015 - Present
New York Life Investment Management LLC September 2012 - March 2015
New York Life Investment Management LLC March 2011 - September 2012
New York Life Investment Management LLC August 2009 - March 2011
Global Leveraged Capital Management, LLC July 2007 - March 2009
FriedbergMilstein, LLC May 2006 - July 2006
Prudential Capital Group July 2000 - June 2005
Skills
Private Equity, Financial Modeling, Fixed Income, Mezzanine, Credit Analysis, Valuation, Principal Investments, Alternative Investments, Capital Markets, Investments, Corporate Finance, High Yield, Equities, Hedge Funds, Asset Managment, Due Diligence, Bloomberg, Portfolio Management, Leveraged Finance, LBO
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Boston College 1996 — 2000
BS
NYL Investors LLC March 2015 - Present
New York Life Investment Management LLC September 2012 - March 2015
New York Life Investment Management LLC March 2011 - September 2012
New York Life Investment Management LLC August 2009 - March 2011
Global Leveraged Capital Management, LLC July 2007 - March 2009
FriedbergMilstein, LLC May 2006 - July 2006
Prudential Capital Group July 2000 - June 2005
Skills
Private Equity, Financial Modeling, Fixed Income, Mezzanine, Credit Analysis, Valuation, Principal Investments, Alternative Investments, Capital Markets, Investments, Corporate Finance, High Yield, Equities, Hedge Funds, Asset Managment, Due Diligence, Bloomberg, Portfolio Management, Leveraged Finance, LBO
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Boston College 1996 — 2000
BS
Stephen Szejner's Prudential Capital Group Experience July 1999 - May 2003
Job Senior Vice President at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners June 2009 - Present
Prudential Capital Partners May 2003 - June 2006
Prudential Capital Group July 1999 - May 2003
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Finance, Management & Strategy
Boston College 1995 — 1999
BS, Finance, Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Prudential Capital Partners June 2009 - Present
Prudential Capital Partners May 2003 - June 2006
Prudential Capital Group July 1999 - May 2003
Education
Northwestern University - Kellogg School of Management 2006 — 2007
MBA, Finance, Management & Strategy
Boston College 1995 — 1999
BS, Finance, Marketing
Boston College - Wallace E. Carroll Graduate School of Management 1995 — 1999
Irene Stephens's Prudential Capital Group Experience December 2007 - March 2012
Job Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2012 - Present
Prudential Capital Group December 2007 - March 2012
Cratos Capital Partners, LLC February 2007 - October 2007
SunTrust Bank 1999 - February 2007
Skills
Portfolio Management, Financial Analysis, Credit, Credit Analysis, Banking, Loans, Asset Based Lending, Equities, Commercial Lending, Leveraged Finance, Underwriting, Financial Modeling, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Finance
JPMorgan Chase March 2012 - Present
Prudential Capital Group December 2007 - March 2012
Cratos Capital Partners, LLC February 2007 - October 2007
SunTrust Bank 1999 - February 2007
Skills
Portfolio Management, Financial Analysis, Credit, Credit Analysis, Banking, Loans, Asset Based Lending, Equities, Commercial Lending, Leveraged Finance, Underwriting, Financial Modeling, Commercial Banking
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Finance
Meredith Sullivan's Prudential Capital Group Experience January 2007 - October 2012
Job
Industry Capital Markets
Experience
Prudential Capital Partners June 2013 - Present
Prudential Capital Group January 2007 - October 2012
Citigroup Investment Research 2003 - 2007
Saks Fifth Avenue July 1998 - July 2001
St. Martin's Press 1996 - 1997
Skills
Financial Modeling, Equities, Corporate Finance, Private Placements, Fixed Income, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Investments, Mezzanine
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance / Accounting
Dartmouth College 1992 — 1996
AB, English Language and Literature, General
Prudential Capital Partners June 2013 - Present
Prudential Capital Group January 2007 - October 2012
Citigroup Investment Research 2003 - 2007
Saks Fifth Avenue July 1998 - July 2001
St. Martin's Press 1996 - 1997
Skills
Financial Modeling, Equities, Corporate Finance, Private Placements, Fixed Income, Asset Managment, Due Diligence, Portfolio Management, Financial Analysis, Investments, Mezzanine
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA, Finance / Accounting
Dartmouth College 1992 — 1996
AB, English Language and Literature, General
Bill Reeg's Prudential Capital Group Experience 2003 - 2007
Job Director of Strategy at TreeHouse Foods
Industry Management Consulting
Experience
TreeHouse Foods October 2014 - Present
US Foods January 2013 - October 2014
McKinsey & Company August 2011 - January 2013
McKinsey & Company August 2009 - July 2011
PRICOA Capital Group 2005 - 2007
Prudential Capital Group 2003 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Asset Managment, Fixed Income, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Masters of Business Administration, Corporate Strategy and Finance
Boston College 1999 — 2003
Bachelor of Science, Finance & Marketing
TreeHouse Foods October 2014 - Present
US Foods January 2013 - October 2014
McKinsey & Company August 2011 - January 2013
McKinsey & Company August 2009 - July 2011
PRICOA Capital Group 2005 - 2007
Prudential Capital Group 2003 - 2007
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Finance, Investments, Portfolio Management, Asset Managment, Fixed Income, Corporate Development
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
Masters of Business Administration, Corporate Strategy and Finance
Boston College 1999 — 2003
Bachelor of Science, Finance & Marketing
Kelly Fierro's Prudential Capital Group Experience July 2002 - July 2005
Job Director, Category Strategy and Innovation at The CocaCola Company
Industry Consumer Goods
Experience
The Coca-Cola Company July 2015 - Present
The Coca-Cola Company June 2013 - June 2015
The Coca-Cola Company June 2012 - June 2013
The Coca-Cola Company September 2009 - June 2012
The Coca-Cola Company July 2007 - September 2009
The Coca-Cola Company May 2006 - August 2006
Prudential Capital Group July 2002 - July 2005
Skills
Marketing Strategy, Customer Insight, Competitive Analysis, Cross-functional Team..., Consumer Products, Coca-Cola, Segmentation, Shopper Marketing, FMCG, Brand Equity, Brand Architecture, Marketing Management
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Marketing and Leadership
Georgia Institute of Technology 1997 — 2001
Management, Finance and Marketing
The Coca-Cola Company July 2015 - Present
The Coca-Cola Company June 2013 - June 2015
The Coca-Cola Company June 2012 - June 2013
The Coca-Cola Company September 2009 - June 2012
The Coca-Cola Company July 2007 - September 2009
The Coca-Cola Company May 2006 - August 2006
Prudential Capital Group July 2002 - July 2005
Skills
Marketing Strategy, Customer Insight, Competitive Analysis, Cross-functional Team..., Consumer Products, Coca-Cola, Segmentation, Shopper Marketing, FMCG, Brand Equity, Brand Architecture, Marketing Management
Education
Emory University - Goizueta Business School 2005 — 2007
MBA, Marketing and Leadership
Georgia Institute of Technology 1997 — 2001
Management, Finance and Marketing
Andrew Tarman's Prudential Capital Group Experience May 2005 - March 2009
Job Vice President of Commercial Strategy & Development at National Express
Industry Consumer Goods
Experience
National Express November 2013 - Present
National Express September 2012 - October 2013
National Express December 2011 - September 2012
Coinstar/redbox January 2011 - December 2011
Redbox March 2010 - January 2011
Redbox April 2009 - March 2010
Prudential Capital Group May 2005 - March 2009
Skills
Project Management, Enterprise Software, Executive Management, Strategic Communications, Mergers, Management, Business Strategy, Start-ups, Restructuring, Mergers & Acquisitions, Analysis, Training, Cross-functional Team..., Analytics, Financial Analysis, P&L Management, Leadership, Financial Modeling, Forecasting, Strategic Planning, Strategy, Process Improvement
Education
Illinois Wesleyan University 2001 — 2005
National Express November 2013 - Present
National Express September 2012 - October 2013
National Express December 2011 - September 2012
Coinstar/redbox January 2011 - December 2011
Redbox March 2010 - January 2011
Redbox April 2009 - March 2010
Prudential Capital Group May 2005 - March 2009
Skills
Project Management, Enterprise Software, Executive Management, Strategic Communications, Mergers, Management, Business Strategy, Start-ups, Restructuring, Mergers & Acquisitions, Analysis, Training, Cross-functional Team..., Analytics, Financial Analysis, P&L Management, Leadership, Financial Modeling, Forecasting, Strategic Planning, Strategy, Process Improvement
Education
Illinois Wesleyan University 2001 — 2005
Shelby (Morgan) Wanstrath's Prudential Capital Group Experience 2003 - 2006
Job Investment Manager, Private Equity Teacher Retirement System of Texas
Industry Investment Management
Experience
Teacher Retirement System of Texas 2014 - Present
Partners Group 2009 - 2014
WhiteHorse Capital Partners 2006 - 2007
Prudential Capital Group 2003 - 2006
Skills
Hedge Funds, Due Diligence, Valuation, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Corporate Finance, Private Equity, Asset Management, Financial Analysis
Education
London Business School 2007 — 2009
MBA, Private Equity
Southern Methodist University - Cox School of Business 2002 — 2003
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Teacher Retirement System of Texas 2014 - Present
Partners Group 2009 - 2014
WhiteHorse Capital Partners 2006 - 2007
Prudential Capital Group 2003 - 2006
Skills
Hedge Funds, Due Diligence, Valuation, Financial Modeling, Portfolio Management, Investments, Alternative Investments, Corporate Finance, Private Equity, Asset Management, Financial Analysis
Education
London Business School 2007 — 2009
MBA, Private Equity
Southern Methodist University - Cox School of Business 2002 — 2003
Master of Science in Accounting, Accounting
Southern Methodist University - Cox School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Kamau Hixon's Prudential Capital Group Experience July 2013 - Present
Job
Industry Financial Services
Experience
Prudential Capital Group July 2013 - Present
Education
Columbia Business School
MBA, Finance
Morehouse College
Bachelor of Arts, Finance
Prudential Capital Group July 2013 - Present
Education
Columbia Business School
MBA, Finance
Morehouse College
Bachelor of Arts, Finance
Adolfo Cabrera, CFA's Prudential Capital Group Experience 2012 - Present
Job Director at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group 2012 - Present
Nuveen Investments 2008 - 2012
Deloitte and Touche 2003 - 2007
Skills
Portfolio Management, Finance, Investments, Equities, Accounting, Mutual Funds, Analysis, Alternative Investments, Leadership, Financial Audits, Tax, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
California State University-Long Beach - College of Business Administration 1999 — 2003
BS - Business Administration, Accounting and Finance
Prudential Capital Group 2012 - Present
Nuveen Investments 2008 - 2012
Deloitte and Touche 2003 - 2007
Skills
Portfolio Management, Finance, Investments, Equities, Accounting, Mutual Funds, Analysis, Alternative Investments, Leadership, Financial Audits, Tax, Financial Modeling
Education
UCLA Anderson School of Management 2010 — 2012
MBA, Finance
California State University-Long Beach - College of Business Administration 1999 — 2003
BS - Business Administration, Accounting and Finance
Ric Abel's Prudential Capital Group Experience May 1989 - Present
Job Managing Director at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group May 1989 - Present
Skills
Private Placements, Origination, Project Finance, Structuring, Debt, Loan Origination, Financial Structuring, Private Equity, Structured Finance, Syndications, M&A experience, Investments, Leveraged Finance, Fixed Income, Due Diligence, Capital Markets, Equities, Mezzanine, Valuation, Portfolio Management, Renewable Energy
Education
Duke University - The Fuqua School of Business 1987 — 1989
Prudential Capital Group May 1989 - Present
Skills
Private Placements, Origination, Project Finance, Structuring, Debt, Loan Origination, Financial Structuring, Private Equity, Structured Finance, Syndications, M&A experience, Investments, Leveraged Finance, Fixed Income, Due Diligence, Capital Markets, Equities, Mezzanine, Valuation, Portfolio Management, Renewable Energy
Education
Duke University - The Fuqua School of Business 1987 — 1989
Matt Szwarc's Prudential Capital Group Experience July 2003 - September 2005
Job Director at Hancock Capital Management
Industry Venture Capital & Private Equity
Experience
Hancock Capital Management June 2013 - Present
Pomona Capital March 2010 - May 2013
AlpInvest Partners September 2005 - June 2007
Prudential Capital Group July 2003 - September 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Strategy, Management
Boston College 1999 — 2003
BS, Finance, Accounting
Hancock Capital Management June 2013 - Present
Pomona Capital March 2010 - May 2013
AlpInvest Partners September 2005 - June 2007
Prudential Capital Group July 2003 - September 2005
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Finance, Strategy, Management
Boston College 1999 — 2003
BS, Finance, Accounting
Carla Schnakenberg's Prudential Capital Group Experience November 2007 - Present
Job Director, Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group November 2007 - Present
LaSalle Bank July 1999 - November 2007
Education
DePaul University 2000 — 2002
MBA, Finance, Management
University of Colorado Boulder 1995 — 1999
BS, Finance
Prudential Capital Group November 2007 - Present
LaSalle Bank July 1999 - November 2007
Education
DePaul University 2000 — 2002
MBA, Finance, Management
University of Colorado Boulder 1995 — 1999
BS, Finance
Adriana Rabkin's Prudential Capital Group Experience 1998 - 2001
Job Senior Manager, Operations at UniversalGiving
Industry Nonprofit Organization Management
Experience
UniversalGiving March 2013 - Present
UniversalGiving January 2010 - March 2013
Prudential Capital Group 1998 - 2001
Theodore Barry & Associates 1994 - 1996
Skills
Financial Analysis, Management, Finance, Nonprofits, Leadership, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Bates College 1987 — 1991
BS, Psychology
UniversalGiving March 2013 - Present
UniversalGiving January 2010 - March 2013
Prudential Capital Group 1998 - 2001
Theodore Barry & Associates 1994 - 1996
Skills
Financial Analysis, Management, Finance, Nonprofits, Leadership, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 1996 — 1998
Master of Business Administration (MBA), Finance, General
Bates College 1987 — 1991
BS, Psychology
Elizabeth Brotherton Halpin's Prudential Capital Group Experience August 2003 - July 2006
Job Principal, HY Credit Research, Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income April 2007 - Present
Prudential Fixed Income July 2006 - April 2007
Prudential Capital Group August 2003 - July 2006
Prudential Capital Group August 2000 - July 2003
Prudential Capital Group 1999 - 2000
Skills
Leveraged Finance, High Yield, Corporate Finance, Loans, Private Placements, Fixed Income, Valuation, Bonds, Credit Analysis
Education
Georgetown University 1995 — 1999
BSLA, Spanish; Business Coursework w/ a concentration in Finance
Universidad Autónoma de Madrid 1997 — 1998
Prudential Fixed Income April 2007 - Present
Prudential Fixed Income July 2006 - April 2007
Prudential Capital Group August 2003 - July 2006
Prudential Capital Group August 2000 - July 2003
Prudential Capital Group 1999 - 2000
Skills
Leveraged Finance, High Yield, Corporate Finance, Loans, Private Placements, Fixed Income, Valuation, Bonds, Credit Analysis
Education
Georgetown University 1995 — 1999
BSLA, Spanish; Business Coursework w/ a concentration in Finance
Universidad Autónoma de Madrid 1997 — 1998
Brian Keaveney's Prudential Capital Group Experience 1999 - 2001
Job Executive Director at Mitsubishi UFJ Securities
Industry Capital Markets
Experience
Mitsubishi UFJ Securities October 2011 - Present
Credit Suisse September 2007 - August 2011
Rothschild 2001 - 2007
Prudential Capital Group 1999 - 2001
Skills
Fixed Income, Investment Banking, Structured Finance, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Fordham University 1989 — 1993
BA, Economics
Mitsubishi UFJ Securities October 2011 - Present
Credit Suisse September 2007 - August 2011
Rothschild 2001 - 2007
Prudential Capital Group 1999 - 2001
Skills
Fixed Income, Investment Banking, Structured Finance, Capital Markets, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Fordham University 1989 — 1993
BA, Economics
Lisa LaRocco's Prudential Capital Group Experience June 2008 - Present
Job Executive Assistant
Industry Financial Services
Experience
Prudential Capital Group June 2008 - Present
Skills
Financial Analysis, Microsoft Excel
Education
Ball State University 2001 — 2005
Prudential Capital Group June 2008 - Present
Skills
Financial Analysis, Microsoft Excel
Education
Ball State University 2001 — 2005
David Hullhorst's Prudential Capital Group Experience July 1986 - June 1990
Job AVP, Trade Operations Mgr at Delaware Investments
Industry Financial Services
Experience
Delaware Investments October 2000 - Present
Delaware Investments June 1990 - October 2000
Prudential Capital Group July 1986 - June 1990
Skills
Operational Risk, Fixed Income, Risk Management, Trading Systems, Trading
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA, Finance
Penn State University 1984 — 1986
BS, Quantitative Business Analysis
Lock Haven University of Pennsylvania 1982 — 1984
Business
Conestoga High
Delaware Investments October 2000 - Present
Delaware Investments June 1990 - October 2000
Prudential Capital Group July 1986 - June 1990
Skills
Operational Risk, Fixed Income, Risk Management, Trading Systems, Trading
Education
Temple University - Fox School of Business and Management 1999 — 2001
MBA, Finance
Penn State University 1984 — 1986
BS, Quantitative Business Analysis
Lock Haven University of Pennsylvania 1982 — 1984
Business
Conestoga High
Malvina Longoria's Prudential Capital Group Experience 1990 - 1993
Job Group Executive and Associate General Counsel at MasterCard
Industry Information Technology and Services
Experience
MasterCard July 2014 - Present
MasterCard Worldwide 1993 - July 2014
Prudential Capital Group 1990 - 1993
Chemical Bank 1987 - 1990
Cravath, Swaine & Moore LLP 1984 - 1987
Skills
Banking, Business Strategy, Contract Negotiation, Finance, Financial Risk, Financial Services, Human Resources, Leadership, Management, Marketing, Negotiation, Policy, Risk Management, Strategic Planning, Strategy
Education
Columbia University School of Law 1981 — 1984
JD
University of North Carolina at Chapel Hill 1976 — 1980
BA, Public Policy, English
MasterCard July 2014 - Present
MasterCard Worldwide 1993 - July 2014
Prudential Capital Group 1990 - 1993
Chemical Bank 1987 - 1990
Cravath, Swaine & Moore LLP 1984 - 1987
Skills
Banking, Business Strategy, Contract Negotiation, Finance, Financial Risk, Financial Services, Human Resources, Leadership, Management, Marketing, Negotiation, Policy, Risk Management, Strategic Planning, Strategy
Education
Columbia University School of Law 1981 — 1984
JD
University of North Carolina at Chapel Hill 1976 — 1980
BA, Public Policy, English
Jeanne Markell's Prudential Capital Group Experience December 2007 - August 2015
Job Administrative Assistant
Industry Financial Services
Experience
Prudential Capital Group December 2007 - August 2015
Esquire Temporary Services December 2006 - December 2007
Barnes and Noble College Booksellers 2005 - December 2006
Chicago Public Schools September 2001 - September 2005
Unabridged Bookstore September 1993 - August 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Time Management, Teamwork, Data Entry, Event Planning
Education
National Louis University 2003 — 2005
Master’s Degree, Secondary Education and Teaching
Kent State University 1985 — 1989
Bachelor’s Degree, English Language and Literature, General
Prudential Capital Group December 2007 - August 2015
Esquire Temporary Services December 2006 - December 2007
Barnes and Noble College Booksellers 2005 - December 2006
Chicago Public Schools September 2001 - September 2005
Unabridged Bookstore September 1993 - August 2001
Skills
Customer Service, Microsoft Excel, Microsoft Word, Outlook, Time Management, Teamwork, Data Entry, Event Planning
Education
National Louis University 2003 — 2005
Master’s Degree, Secondary Education and Teaching
Kent State University 1985 — 1989
Bachelor’s Degree, English Language and Literature, General
Joscelyn MacKay's Prudential Capital Group Experience April 2008 - September 2009
Job Product Manager, Equity Data, North America at Morningstar
Industry Investment Management
Experience
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Morningstar August 2015 - Present
Morningstar February 2010 - August 2015
Prudential Capital Group April 2008 - September 2009
Bank of America August 2006 - April 2008
Banc of America Securities July 2006 - April 2008
Deutsche Bank February 2001 - June 2004
Skills
Capital Markets, Fixed Income, Valuation, Equities, Financial Modeling
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Analytic Finance, Managerial & Organizational Behavior
Georgetown University 1996 — 2000
Paul Spelman's Prudential Capital Group Experience July 2001 - February 2004
Job Director of State Operations at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance June 2013 - Present
Bain & Company June 2009 - June 2013
STAG Capital Partners February 2007 - May 2008
Boston Capital March 2004 - February 2007
Prudential Capital Group July 2001 - February 2004
Skills
Financial Modeling, Strategy, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Boston College 1997 — 2001
BS, Finance
Liberty Mutual Insurance June 2013 - Present
Bain & Company June 2009 - June 2013
STAG Capital Partners February 2007 - May 2008
Boston Capital March 2004 - February 2007
Prudential Capital Group July 2001 - February 2004
Skills
Financial Modeling, Strategy, Due Diligence
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Boston College 1997 — 2001
BS, Finance
Greg Sheldon's Prudential Capital Group Experience July 2010 - April 2011
Job Associate at HGGC, LLC
Industry Venture Capital & Private Equity
Experience
HGGC, LLC August 2013 - Present
Barclays Capital May 2011 - June 2013
Prudential Capital Group July 2010 - April 2011
Root Capital September 2009 - May 2010
Root Capital June 2009 - August 2009
Education
Boston College 2006 — 2010
St. Paul's School 2002 — 2006
HGGC, LLC August 2013 - Present
Barclays Capital May 2011 - June 2013
Prudential Capital Group July 2010 - April 2011
Root Capital September 2009 - May 2010
Root Capital June 2009 - August 2009
Education
Boston College 2006 — 2010
St. Paul's School 2002 — 2006
J. Alex Stuart's Prudential Capital Group Experience December 2013 - Present
Job Director at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group December 2013 - Present
Prudential Capital Group November 2012 - December 2013
Prudential Capital Group June 2011 - November 2012
Prudential Capital Group December 2008 - June 2011
Prudential Capital Group July 2007 - December 2008
Skills
Private Equity, Corporate Finance, Financial Analysis, Alternative Investments, Equities
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
Prudential Capital Group December 2013 - Present
Prudential Capital Group November 2012 - December 2013
Prudential Capital Group June 2011 - November 2012
Prudential Capital Group December 2008 - June 2011
Prudential Capital Group July 2007 - December 2008
Skills
Private Equity, Corporate Finance, Financial Analysis, Alternative Investments, Equities
Education
Boston College 2003 — 2007
Bachelor of Science (BS), Finance, General
Anuj Khanna's Prudential Capital Group Experience July 2006 - September 2006
Job Principal American Capital, Ltd.
Industry Venture Capital & Private Equity
Experience
American Capital, Ltd. August 2007 - Present
Service Experts March 2013 - Present
NECCO Realty, LLC June 2012 - Present
Unwired Technologies April 2013 - October 2014
Halex Corporation December 2009 - April 2014
Fruit Patch, Inc. November 2011 - July 2013
Unique Fabricating December 2009 - March 2013
The JPDM Group April 2010 - November 2010
Prudential Capital Group July 2006 - September 2006
Skadden Arps 2006 - 2006
Skills
Private Equity, Due Diligence, Restructuring, Corporate Finance, Financial Modeling, Venture Capital, Valuation, Mergers & Acquisitions, LBO, Corporate Development, Financial Analysis, Investment Banking, Business Strategy
Education
Northwestern University - Kellogg School of Management 2005 — 2007
M.B.A., Real Estate
Northwestern University School of Law 2004 — 2007
J.D., Business Law/Bankruptcy
University of Pennsylvania - The Wharton School 1997 — 2001
BSC, Finance
American Capital, Ltd. August 2007 - Present
Service Experts March 2013 - Present
NECCO Realty, LLC June 2012 - Present
Unwired Technologies April 2013 - October 2014
Halex Corporation December 2009 - April 2014
Fruit Patch, Inc. November 2011 - July 2013
Unique Fabricating December 2009 - March 2013
The JPDM Group April 2010 - November 2010
Prudential Capital Group July 2006 - September 2006
Skadden Arps 2006 - 2006
Skills
Private Equity, Due Diligence, Restructuring, Corporate Finance, Financial Modeling, Venture Capital, Valuation, Mergers & Acquisitions, LBO, Corporate Development, Financial Analysis, Investment Banking, Business Strategy
Education
Northwestern University - Kellogg School of Management 2005 — 2007
M.B.A., Real Estate
Northwestern University School of Law 2004 — 2007
J.D., Business Law/Bankruptcy
University of Pennsylvania - The Wharton School 1997 — 2001
BSC, Finance
Philip McDonald, CFA, CAIA, CIPM's Prudential Capital Group Experience 2003 - 2005
Job Experienced CFA Charter Holder
Industry Investment Management
Experience
Symmetry Partners April 2013 - Present
Symmetry Partners 2010 - 2013
The Hartford 2007 - 2010
Prudential Capital Group 2003 - 2005
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Analytics, Asset Allocation, Microsoft Excel, Finance, PowerPoint, Asset Managment, Venture Capital, Valuation, Bloomberg, Access, Asset Management, Financial Analysis
Education
The University of Connecticut 2007 — 2009
MBA
Georgetown University 1995 — 1999
BSFS
Symmetry Partners April 2013 - Present
Symmetry Partners 2010 - 2013
The Hartford 2007 - 2010
Prudential Capital Group 2003 - 2005
Prudential Capital Group 2001 - 2003
Prudential Capital Group 1999 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Analytics, Asset Allocation, Microsoft Excel, Finance, PowerPoint, Asset Managment, Venture Capital, Valuation, Bloomberg, Access, Asset Management, Financial Analysis
Education
The University of Connecticut 2007 — 2009
MBA
Georgetown University 1995 — 1999
BSFS
Roger Kim's Prudential Capital Group Experience August 1997 - April 1998
Job at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas February 2010 - Present
StormHarbour Securities 2009 - January 2010
Bear Stearns April 1998 - June 2008
Prudential Capital Group August 1997 - April 1998
Education
Boston College
BNP Paribas February 2010 - Present
StormHarbour Securities 2009 - January 2010
Bear Stearns April 1998 - June 2008
Prudential Capital Group August 1997 - April 1998
Education
Boston College
Gene Ferguson's Prudential Capital Group Experience June 2015 - Present
Job Vice President at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group June 2015 - Present
Saugatuck Consulting Group 2014 - Present
Forbes Private Capital Group January 2012 - December 2013
Commonfund January 2004 - December 2010
Commonfund Securities, Inc. January 2004 - December 2010
AIG Global Investment Group March 2000 - November 2003
Forstmann-Leff April 1998 - March 2000
Salomon Brothers Asset Management 1991 - 1998
Skills
Alternative Investments, New Business Development, Hedge Funds, Investments, Private Equity, Sales Management, Investor Relations, Equities, Emerging Markets, Competitive Analysis, Venture Capital, Mutual Funds, Asset Management, Investment Strategies, Fund Of Funds, Financial Markets, Direct Sales, Team Leadership, Business Strategy, Product Development, Asset Allocation, Valuation, Coaching, Governance, Change Management, Entrepreneurship, Capital Markets, Investment Advisory, Fixed Income, Organizational..., Non-profit Consulting, Financial Services, Derivatives, Due Diligence, Structured Products, Consultant Relations, Client Retention, Distressed Debt, Entrepreneurial Skills
Education
Baruch College, City University of New York (CUNY)
MBA
Manhattan College
BS
Prudential Capital Group June 2015 - Present
Saugatuck Consulting Group 2014 - Present
Forbes Private Capital Group January 2012 - December 2013
Commonfund January 2004 - December 2010
Commonfund Securities, Inc. January 2004 - December 2010
AIG Global Investment Group March 2000 - November 2003
Forstmann-Leff April 1998 - March 2000
Salomon Brothers Asset Management 1991 - 1998
Skills
Alternative Investments, New Business Development, Hedge Funds, Investments, Private Equity, Sales Management, Investor Relations, Equities, Emerging Markets, Competitive Analysis, Venture Capital, Mutual Funds, Asset Management, Investment Strategies, Fund Of Funds, Financial Markets, Direct Sales, Team Leadership, Business Strategy, Product Development, Asset Allocation, Valuation, Coaching, Governance, Change Management, Entrepreneurship, Capital Markets, Investment Advisory, Fixed Income, Organizational..., Non-profit Consulting, Financial Services, Derivatives, Due Diligence, Structured Products, Consultant Relations, Client Retention, Distressed Debt, Entrepreneurial Skills
Education
Baruch College, City University of New York (CUNY)
MBA
Manhattan College
BS
Caity McLaughlin's Prudential Capital Group Experience December 2013 - Present
Job Associate at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group December 2013 - Present
Prudential Capital Group June 2011 - December 2013
Prudential Capital Group June 2009 - June 2011
State Street June 2008 - August 2008
Education
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Prudential Capital Group December 2013 - Present
Prudential Capital Group June 2011 - December 2013
Prudential Capital Group June 2009 - June 2011
State Street June 2008 - August 2008
Education
Bucknell University 2005 — 2009
Bachelor of Science (B.S.), Business Administration and Management, General
Kevin Kraska, CFA's Prudential Capital Group Experience 1986 - 2005
Job Senior Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
Wells Fargo 2013 - Present
JPMorgan Private Bank 2010 - 2012
BlackRock Kelso Capital 2005 - 2008
Prudential Capital Group 1986 - 2005
Prudential Real Estate Investors 1986 - 1990
Skills
Private Placements, originating, C-Level Negotiations, Private Equity, Portfolio Management, Investments, Equities, Financial Structuring, Leveraged Finance, Mezzanine, Securities, Credit Analysis, Credit, Financial Services, IPO, Wealth Management, Executive Management, Real Estate, Loan Origination, Underwriting, Capital, Business Development, Investment Properties, Finance, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA
Boston College
BS
CFA, AIMR
Stephen Domeier's Prudential Capital Group Experience June 2015 - Present
Job Vice President at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group June 2015 - Present
Prudential Capital Group December 2010 - June 2015
Prudential Capital Group July 2009 - December 2010
Prudential Capital Group July 2005 - July 2009
Prudential Capital Group 2005 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Financial Analysis, Private Equity, Fixed Income, Capital, Portfolio Management, Equities, Bloomberg, Credit Analysis, Securities, Loans, Accounting, Underwriting, Asset Management
Education
Boston College 2001 — 2005
Finance, Accounting
Prudential Capital Group June 2015 - Present
Prudential Capital Group December 2010 - June 2015
Prudential Capital Group July 2009 - December 2010
Prudential Capital Group July 2005 - July 2009
Prudential Capital Group 2005 - 2008
Skills
Financial Modeling, Valuation, Corporate Finance, Investments, Financial Analysis, Private Equity, Fixed Income, Capital, Portfolio Management, Equities, Bloomberg, Credit Analysis, Securities, Loans, Accounting, Underwriting, Asset Management
Education
Boston College 2001 — 2005
Finance, Accounting
Alex Cemaj's Prudential Capital Group Experience January 2013 - July 2015
Job Investment Analyst at Prudential Capital Group
Industry Real Estate
Experience
Prudential Capital Group January 2013 - July 2015
Jones Lang LaSalle June 2010 - January 2013
PPR June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Real Estate, Investments, Portfolio Management, Commercial Real Estate, Real Estate Economics, Commercial Real Estate..., Corporate Finance, Economics, Asset Management, Due Diligence, Data Analysis, Forecasting, Leases, Real Estate Transactions
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Brandeis University 2006 — 2010
Bachelor's Degree, Economics; Minor: Business, International and Global Studies, Cum Laude
Prudential Capital Group January 2013 - July 2015
Jones Lang LaSalle June 2010 - January 2013
PPR June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Asset Managment, Real Estate, Investments, Portfolio Management, Commercial Real Estate, Real Estate Economics, Commercial Real Estate..., Corporate Finance, Economics, Asset Management, Due Diligence, Data Analysis, Forecasting, Leases, Real Estate Transactions
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Brandeis University 2006 — 2010
Bachelor's Degree, Economics; Minor: Business, International and Global Studies, Cum Laude
Ann Bargeron's Prudential Capital Group Experience January 1994 - April 1997
Job Vice President Investments at Sentio Investments, LLC
Industry Real Estate
Experience
Sentio Investments, LLC February 2013 - Present
Arcapita January 2004 - December 2012
Prudential Real Estate Investors May 2001 - December 2003
Prudential Mortgage Capital Company May 1997 - May 2001
Prudential Capital Group January 1994 - April 1997
Skills
Financial Modeling, Financial Reporting, Asset Management, Senior Housing
Education
Georgia Institute of Technology
Bachelor of Science, Management
Sentio Investments, LLC February 2013 - Present
Arcapita January 2004 - December 2012
Prudential Real Estate Investors May 2001 - December 2003
Prudential Mortgage Capital Company May 1997 - May 2001
Prudential Capital Group January 1994 - April 1997
Skills
Financial Modeling, Financial Reporting, Asset Management, Senior Housing
Education
Georgia Institute of Technology
Bachelor of Science, Management
Janet Ross CPA's Prudential Capital Group Experience May 2005 - July 2008
Job Corporate Controller at Greenwich House, Inc.
Industry Accounting
Experience
Greenwich House, Inc. August 2014 - Present
Common Ground Community December 2008 - June 2014
Prudential Capital Group May 2005 - July 2008
Crum & Forster September 2000 - May 2005
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Internal Controls, GAAP, CPA, Accounting, Cash Flow, Auditing, Journal Entries, Budgets, Tax Preparation, Tax, Income Tax, Internal Audit, Balance Sheet, External Audit, Risk Management, Financial Analysis, Variance Analysis, Sarbanes-Oxley
Education
Georgia State University
Bachelor of Business Administration (B.B.A.)
Greenwich House, Inc. August 2014 - Present
Common Ground Community December 2008 - June 2014
Prudential Capital Group May 2005 - July 2008
Crum & Forster September 2000 - May 2005
Skills
Financial Reporting, General Ledger, Account Reconciliation, Financial Accounting, Internal Controls, GAAP, CPA, Accounting, Cash Flow, Auditing, Journal Entries, Budgets, Tax Preparation, Tax, Income Tax, Internal Audit, Balance Sheet, External Audit, Risk Management, Financial Analysis, Variance Analysis, Sarbanes-Oxley
Education
Georgia State University
Bachelor of Business Administration (B.B.A.)
Nikolas Miller, CFA's Prudential Capital Group Experience June 2010 - May 2013
Job Investment Associate at Prudential Capital Partners
Industry Investment Management
Experience
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
Prudential Capital Partners June 2014 - Present
Prudential Capital Partners May 2013 - June 2014
Prudential Capital Group June 2010 - May 2013
Financial Economics Institute May 2008 - May 2010
Cascade Investment May 2009 - August 2009
Merrill Lynch May 2008 - August 2008
Skills
Financial Modeling, Bloomberg, Valuation, Investment Banking, Equities, Economics, Financial Analysis, Investments, Corporate Finance, Bloomberg Terminal, Private Equity, Portfolio Management, Capital IQ, Stata, Due Diligence
Education
Claremont McKenna College 2006 — 2010
Bachlors, Economics, Finance, and Mathematics
Claremont McKenna College 2006 — 2010
Bachelor's degree, Economics
Charlie Mather's Prudential Capital Group Experience 1986 - 1993
Job Managing Director, Head of Equity Capital Markets
Industry Financial Services
Experience
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
BTIG 2015 - Present
Finance Company of Pennsylvania 2015 - Present
TONIX Pharmaceuticals 2011 - Present
Mather & Company 2008 - Present
Janney Montgomery Scott 2009 - 2015
Jefferies & Company 2007 - 2009
Cowen and Company 1997 - 2007
Smith Barney, Inc. 1993 - 1997
Prudential Capital Group 1986 - 1993
Skills
Investment Banking, Private Placements, Valuation, IPO, Private Equity, Alternative Investments, Capital Markets, Venture Capital, Mergers & Acquisitions, Investor Relations, Corporate Development, Financial Modeling, Emerging Markets, Financial Structuring, Equities, Corporate Finance, Equity Research, Securities, Leveraged Finance, Fixed Income, Board of Directors, Investment Management, M&A experience, Series 7, Series 24, CFA, MBA
Education
Brown University
AB
University of Pennsylvania - The Wharton School
MBA, Finance
Billy Greer, CPA's Prudential Capital Group Experience January 2012 - Present
Job Managing Director at Prudential Capital Group
Industry Investment Management
Experience
Prudential Capital Group January 2012 - Present
Prudential Capital Group May 2004 - December 2011
Prudential Capital Group June 1999 - May 2004
Prudential Capital Group August 1997 - June 1999
Bank of America 1993 - 1997
Bank United 1989 - 1991
Arthur Andersen 1986 - 1989
Skills
Credit Analysis, Investments, Securities, Loans, Accounting, Mezzanine, Series 7, Portfolio Management, Asset Allocation, Equities, Financial Modeling, Asset Managment, Valuation, Underwriting, Corporate Finance
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance
Florida Agricultural and Mechanical University 1982 — 1986
BS, magna cum laude, Accounting
Prudential Capital Group January 2012 - Present
Prudential Capital Group May 2004 - December 2011
Prudential Capital Group June 1999 - May 2004
Prudential Capital Group August 1997 - June 1999
Bank of America 1993 - 1997
Bank United 1989 - 1991
Arthur Andersen 1986 - 1989
Skills
Credit Analysis, Investments, Securities, Loans, Accounting, Mezzanine, Series 7, Portfolio Management, Asset Allocation, Equities, Financial Modeling, Asset Managment, Valuation, Underwriting, Corporate Finance
Education
The University of Chicago - Booth School of Business 1991 — 1993
MBA, Finance
Florida Agricultural and Mechanical University 1982 — 1986
BS, magna cum laude, Accounting
John R. Wilson's Prudential Capital Group Experience September 1992 - December 2000
Job Member, Town Council at Town of Kiawah Island
Industry Real Estate
Experience
Town of Kiawah Island December 2014 - Present
Kiawah Island Motoring Retreat January 2011 - Present
Prego, LLC October 2007 - Present
Kiawah Island Community Association March 2005 - March 2008
Prudential Capital Group September 1992 - December 2000
Skills
Management, Investments, Strategic Planning, Valuation, Business Strategy, Entrepreneurship, Finance, Financial Analysis, Private Equity, Asset Management
Education
Boston University 1981 — 1983
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 1966 — 1970
Bachelor of Science (BS), Economics
Town of Kiawah Island December 2014 - Present
Kiawah Island Motoring Retreat January 2011 - Present
Prego, LLC October 2007 - Present
Kiawah Island Community Association March 2005 - March 2008
Prudential Capital Group September 1992 - December 2000
Skills
Management, Investments, Strategic Planning, Valuation, Business Strategy, Entrepreneurship, Finance, Financial Analysis, Private Equity, Asset Management
Education
Boston University 1981 — 1983
Master of Business Administration (M.B.A.)
Rensselaer Polytechnic Institute 1966 — 1970
Bachelor of Science (BS), Economics
Mary Jaya McClure's Prudential Capital Group Experience 2012 - Present
Job Vice President and Corporate Counsel at Prudential Capital Group
Industry Law Practice
Experience
Prudential Capital Group 2012 - Present
Skadden Arps 2006 - 2012
IFC - International Finance Corporation 2000 - 2003
Education
University of Virginia School of Law 2003 — 2006
JD
Georgetown University 1996 — 2000
Prudential Capital Group 2012 - Present
Skadden Arps 2006 - 2012
IFC - International Finance Corporation 2000 - 2003
Education
University of Virginia School of Law 2003 — 2006
JD
Georgetown University 1996 — 2000
Lauren Hart (Bartley)'s Prudential Capital Group Experience July 2007 - August 2010
Job Director Finance at Tradeweb
Industry Investment Management
Experience
Tradeweb March 2015 - Present
Tradeweb March 2013 - March 2015
Tradeweb October 2010 - March 2013
Prudential Capital Group July 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Pearson Education May 2005 - July 2005
Mom’s Food Concessions 2000 - 2004
Skills
Excel, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Forecasting, Fixed Income, Variance Analysis, Analysis, Investments, Microsoft Excel
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Ridge High School 1999 — 2003
Tradeweb March 2015 - Present
Tradeweb March 2013 - March 2015
Tradeweb October 2010 - March 2013
Prudential Capital Group July 2007 - August 2010
Merrill Lynch May 2006 - August 2006
Pearson Education May 2005 - July 2005
Mom’s Food Concessions 2000 - 2004
Skills
Excel, Financial Analysis, Financial Modeling, Finance, Financial Reporting, Forecasting, Fixed Income, Variance Analysis, Analysis, Investments, Microsoft Excel
Education
Bucknell University 2003 — 2007
BSBA, Business Management
Ridge High School 1999 — 2003
Ashley Jostrom's Prudential Capital Group Experience June 2009 - August 2009
Job Director, Investor Relations at AlphaParity
Industry Venture Capital & Private Equity
Experience
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
AlphaParity 2012 - 2014
GarMark Partners 2010 - 2012
Prudential Capital Group June 2009 - August 2009
Gleacher Mezzanine LLC 2005 - 2008
UBS Investment Bank 2004 - 2005
Goldman Sachs June 2003 - August 2003
Bear Wagner Specialists 2000 - 2002
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Accounting and Entrepreneurship
Harvard University 2000 — 2004
AB, Government
Phillips Exeter Academy 1997 — 2000
Catherine Cates's Prudential Capital Group Experience 1988 - 1996
Job Experienced Strategy Advisor / CEO Advisor | Partner at Newport Board Group
Industry Management Consulting
Experience
Newport Board Group March 2012 - Present
Quest Medical, LLC 1999 - 2011
NMC Focal Point 1997 - 1998
Prudential Capital Group 1988 - 1996
McKinsey & Company 1983 - 1985
Skills
Business Strategy, Corporate..., Marketing Strategy, Family Business, Advisor with..., Good Listener, Strategy
Education
Harvard Business School 1981 — 1983
MBA with Distinction (top 10%), Finance and Marketing
Dartmouth College 1974 — 1978
BA, Economics, summa cum laude
Newport Board Group March 2012 - Present
Quest Medical, LLC 1999 - 2011
NMC Focal Point 1997 - 1998
Prudential Capital Group 1988 - 1996
McKinsey & Company 1983 - 1985
Skills
Business Strategy, Corporate..., Marketing Strategy, Family Business, Advisor with..., Good Listener, Strategy
Education
Harvard Business School 1981 — 1983
MBA with Distinction (top 10%), Finance and Marketing
Dartmouth College 1974 — 1978
BA, Economics, summa cum laude
Justin Hillenbrand's Prudential Capital Group Experience July 1998 - March 2001
Job Co CEO at Monomoy Capital Partners
Industry Venture Capital & Private Equity
Experience
Monomoy Capital Partners January 2005 - Present
KPS Capital Partners March 2001 - January 2005
Prudential Capital Group July 1998 - March 2001
Skills
Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Finance
Monomoy Capital Partners January 2005 - Present
KPS Capital Partners March 2001 - January 2005
Prudential Capital Group July 1998 - March 2001
Skills
Private Equity
Education
Boston College - Wallace E. Carroll Graduate School of Management 1994 — 1998
BS, Finance
Rita Moore, OTR/L's Prudential Capital Group Experience January 2005 - July 2007
Job Occupational Therapist at Friendship Home Health
Industry Hospital & Health Care
Experience
Friendship Home Health July 2015 - Present
EBS Healthcare November 2014 - May 2015
University of Illinois at Chicago August 2012 - August 2014
Navigant Consulting, Inc September 2007 - August 2012
Tree House Humane Society August 2010 - August 2011
Prudential Capital Group January 2005 - July 2007
Skills
Lotus Notes, Microsoft Office, Administrative..., Time Management, Research, Healthcare, Program Development, Hospitals, Nonprofits
Education
University of Illinois at Chicago - Graduate College 2012 — 2014
Master of Science in Occupational Therapy, Occupational Therapy/Therapist, 3.81
Mount Mary University 2010 — 2010
Occupational Therapy
Northeastern Illinois University 2007 — 2010
Bachelor of Arts, Philosophy
Friendship Home Health July 2015 - Present
EBS Healthcare November 2014 - May 2015
University of Illinois at Chicago August 2012 - August 2014
Navigant Consulting, Inc September 2007 - August 2012
Tree House Humane Society August 2010 - August 2011
Prudential Capital Group January 2005 - July 2007
Skills
Lotus Notes, Microsoft Office, Administrative..., Time Management, Research, Healthcare, Program Development, Hospitals, Nonprofits
Education
University of Illinois at Chicago - Graduate College 2012 — 2014
Master of Science in Occupational Therapy, Occupational Therapy/Therapist, 3.81
Mount Mary University 2010 — 2010
Occupational Therapy
Northeastern Illinois University 2007 — 2010
Bachelor of Arts, Philosophy
Alfred Sharp's Prudential Capital Group Experience 1994 - 2002
Job Managing Director at Muller & Monroe Asset Management
Industry Investment Management
Experience
Kellogg School of Management September 2010 - Present
Muller & Monroe Asset Management March 2008 - Present
Prudential Capital Group 1994 - 2002
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
Morehouse College 1986 — 1990
Bachelors of Art, Accounting
Kellogg School of Management September 2010 - Present
Muller & Monroe Asset Management March 2008 - Present
Prudential Capital Group 1994 - 2002
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA), Finance and Financial Management Services
Morehouse College 1986 — 1990
Bachelors of Art, Accounting
Matthew Vander Wilt, CFA's Prudential Capital Group Experience April 2007 - July 2010
Job Investment Analyst
Industry Investment Management
Experience
Payden & Rygel October 2010 - September 2015
Prudential Capital Group April 2007 - July 2010
The TCW Group April 2006 - December 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office, Private Equity, Mutual Funds, Business Strategy
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science (BS), Mathematics/Applied Science
University of Durham, St John's College 2004 — 2005
Payden & Rygel October 2010 - September 2015
Prudential Capital Group April 2007 - July 2010
The TCW Group April 2006 - December 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Financial Modeling, Hedge Funds, Fixed Income, Valuation, Microsoft Excel, Alternative Investments, Microsoft Office, Private Equity, Mutual Funds, Business Strategy
Education
University of California, Los Angeles 2002 — 2007
Bachelor of Science (BS), Mathematics/Applied Science
University of Durham, St John's College 2004 — 2005
David Wishen's Prudential Capital Group Experience July 2003 - March 2005
Job Principal at Blanchard Real Estate Capital
Industry Real Estate
Experience
Blanchard Real Estate Capital June 2013 - Present
Credit Suisse July 2011 - May 2013
Shane Investment Property Group March 2005 - May 2009
Prudential Capital Group July 2003 - March 2005
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Leveraged Finance, Equities, Due Diligence, Fixed Income, Mergers & Acquisitions, Alternative Investments, M&A experience, Real Estate Development, Real Estate Transactions, Real Estate Economics, Real Estate Investor, Real Estate Acquisitions, Real Estate Advisory..., Commercial Real Estate..., Commercial Real Estate..., Real Estate Private..., Commercial Real Estate, Shopping Centers, Real Estate, Investment Properties
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Blanchard Real Estate Capital June 2013 - Present
Credit Suisse July 2011 - May 2013
Shane Investment Property Group March 2005 - May 2009
Prudential Capital Group July 2003 - March 2005
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Private Equity, Capital Markets, Corporate Finance, Leveraged Finance, Equities, Due Diligence, Fixed Income, Mergers & Acquisitions, Alternative Investments, M&A experience, Real Estate Development, Real Estate Transactions, Real Estate Economics, Real Estate Investor, Real Estate Acquisitions, Real Estate Advisory..., Commercial Real Estate..., Commercial Real Estate..., Real Estate Private..., Commercial Real Estate, Shopping Centers, Real Estate, Investment Properties
Education
Duke University - The Fuqua School of Business 2009 — 2011
Master of Business Administration (MBA), Finance
The University of Georgia 1998 — 2002
Bachelor of Business Administration (BBA), Finance
Morgana Davids's Prudential Capital Group Experience June 2015 - August 2015
Job MBA Candidate at Haas School of Business
Industry Financial Services
Experience
Prudential Capital Group June 2015 - August 2015
Primary Care Development Corporation October 2013 - July 2014
Primary Care Development Corporation May 2012 - September 2013
Hospital for Special Surgery May 2010 - June 2012
Primary Care Development Corporation November 2011 - May 2012
Skills
Research, Clinical Trials, Grant Writing, Analysis, Clinical Research, Psychology, Management, Statistics, Accounting, Credit Analysis, Nonprofits, Data Analysis, Finance, Financial Analysis, Healthcare, PowerPoint, Fixed Income, Strategy, Financial Modeling, Investments, Leadership, Business Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Barnard College 2006 — 2010
Bachelor of Arts, Psychology and French
American University Center of Provence 2008 — 2008
French semester abroad
Prudential Capital Group June 2015 - August 2015
Primary Care Development Corporation October 2013 - July 2014
Primary Care Development Corporation May 2012 - September 2013
Hospital for Special Surgery May 2010 - June 2012
Primary Care Development Corporation November 2011 - May 2012
Skills
Research, Clinical Trials, Grant Writing, Analysis, Clinical Research, Psychology, Management, Statistics, Accounting, Credit Analysis, Nonprofits, Data Analysis, Finance, Financial Analysis, Healthcare, PowerPoint, Fixed Income, Strategy, Financial Modeling, Investments, Leadership, Business Strategy
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Barnard College 2006 — 2010
Bachelor of Arts, Psychology and French
American University Center of Provence 2008 — 2008
French semester abroad
Tasia Stuart's Prudential Capital Group Experience July 2008 - July 2009
Job Coordinator, Retail Development at Nickelodeon
Industry Entertainment
Experience
Nickelodeon March 2014 - Present
Nickelodeon July 2013 - March 2014
Brown Brothers Harriman November 2012 - July 2013
Brown Brothers Harriman January 2011 - October 2012
Brown Brothers Harriman November 2009 - December 2010
Prudential Capital Group July 2008 - July 2009
Skills
Asset Management, Financial Analysis, Equities, Financial Modeling, Fixed Income, Investments, Financial Reporting, Bloomberg, Wealth Management
Education
DePaul University 2004 — 2008
Bachelor of Science in Commerce, Finance Honors, Accounting Minor
Eagan High School
Nickelodeon March 2014 - Present
Nickelodeon July 2013 - March 2014
Brown Brothers Harriman November 2012 - July 2013
Brown Brothers Harriman January 2011 - October 2012
Brown Brothers Harriman November 2009 - December 2010
Prudential Capital Group July 2008 - July 2009
Skills
Asset Management, Financial Analysis, Equities, Financial Modeling, Fixed Income, Investments, Financial Reporting, Bloomberg, Wealth Management
Education
DePaul University 2004 — 2008
Bachelor of Science in Commerce, Finance Honors, Accounting Minor
Eagan High School
Elizabeth V. Yusupova's Prudential Capital Group Experience July 2014 - Present
Job Investment Operations Analyst at Prudential Capital Group
Industry Financial Services
Experience
Prudential Capital Group July 2014 - Present
Bryant Park Capital September 2013 - May 2014
Morgan Stanley Wealth Management September 2012 - June 2013
Kings Bay YM-YWHA June 2011 - June 2013
Young Jewish Professionals March 2012 - June 2012
Kumon February 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Non-profits, Finance, Program Management, Project Management, Research, Market Research, Communication, Retail, Teamwork, Team Leadership, Equity Research, Analysis, Oral & Written..., PowerPoint, Financial Analysis, Leadership, Time Management, Nonprofits
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 3.8/4.0
Prudential Capital Group July 2014 - Present
Bryant Park Capital September 2013 - May 2014
Morgan Stanley Wealth Management September 2012 - June 2013
Kings Bay YM-YWHA June 2011 - June 2013
Young Jewish Professionals March 2012 - June 2012
Kumon February 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Social Media Marketing, Social Networking, Non-profits, Finance, Program Management, Project Management, Research, Market Research, Communication, Retail, Teamwork, Team Leadership, Equity Research, Analysis, Oral & Written..., PowerPoint, Financial Analysis, Leadership, Time Management, Nonprofits
Education
City University of New York-Baruch College 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Investments, GPA: 3.8/4.0
Thomas Hackett's Prudential Capital Group Experience June 2003 - June 2005
Job Head of Investment Banking Coverage at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey October 2008 - Present
Citi January 2006 - July 2008
Prudential Capital Group June 2003 - June 2005
Prudential Capital Group October 1998 - June 2003
Education
Emory University 2000 — 2001
Master of Business Administration (MBA), Finance, General
Auburn University 1988 — 1992
Bachelor's degree, Finance, General
SunTrust Robinson Humphrey October 2008 - Present
Citi January 2006 - July 2008
Prudential Capital Group June 2003 - June 2005
Prudential Capital Group October 1998 - June 2003
Education
Emory University 2000 — 2001
Master of Business Administration (MBA), Finance, General
Auburn University 1988 — 1992
Bachelor's degree, Finance, General
Joseph Katelman's Prudential Capital Group Experience June 2007 - June 2010
Job Fixed Income Analyst at Principal Global Investors
Industry Investment Management
Experience
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Principal Global Investors June 2010 - Present
Prudential Capital Group June 2007 - June 2010
ABN AMRO Bank N.V. June 2006 - August 2006
UBS Wealth Management June 2004 - August 2004
Skills
Financial Modeling, Investments, Fixed Income, Valuation, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance, International Business, and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
Bachelor of Business Administration (BBA), Finance and Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY