Roundtable Investment Partners & Carleon Capital Partners
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Roundtable Investment Partners & Carleon Capital Partners Employees
Employee
Years
Job
Industry
Nour Kabouya Nour Kabouya's Roundtable Investment Partners & Carleon Capital Partners Experience April 2015 - Present
Job Investment Analyst chez Roundtable Investment Partners & Carleon Capital Partners
Industry Banking
Experience
Roundtable Investment Partners & Carleon Capital Partners April 2015 - Present
New York University September 2014 - January 2015
Societe Generale January 2013 - July 2013
GE July 2012 - November 2012
Skills
Financial Econometrics, Fixed Income, Financial Modeling, Risk Management, Portfolio Management, Hedge Funds, Stochastic Calculus, Option Pricing Models, Bankruptcy, Credit Risk, Financial Regulation, Financial Accounting, Numerical Simulation, Java, R, Matlab, VBA, Microsoft Office, IFRS, Corporate FP&A, Strategic Analytics, Modélisation financière
Education
New York University 2013 — 2014
Master of Science (MS), Financial Engineering
Université Paris Dauphine 2011 — 2012
Master 1 MMD, Mathematical Modelling
Université Paris Dauphine 2008 — 2011
Bachelor's degree, Applied Mathematics
Lycée Massena
Roundtable Investment Partners & Carleon Capital Partners April 2015 - Present
New York University September 2014 - January 2015
Societe Generale January 2013 - July 2013
GE July 2012 - November 2012
Skills
Financial Econometrics, Fixed Income, Financial Modeling, Risk Management, Portfolio Management, Hedge Funds, Stochastic Calculus, Option Pricing Models, Bankruptcy, Credit Risk, Financial Regulation, Financial Accounting, Numerical Simulation, Java, R, Matlab, VBA, Microsoft Office, IFRS, Corporate FP&A, Strategic Analytics, Modélisation financière
Education
New York University 2013 — 2014
Master of Science (MS), Financial Engineering
Université Paris Dauphine 2011 — 2012
Master 1 MMD, Mathematical Modelling
Université Paris Dauphine 2008 — 2011
Bachelor's degree, Applied Mathematics
Lycée Massena
Joshua Edgerton Joshua Edgerton's Roundtable Investment Partners & Carleon Capital Partners Experience March 2014 - May 2014
Job Data Scientist at Analytics Media Group
Industry Information Technology and Services
Experience
Analytics Media Group January 2015 - Present
Analytics Media Group June 2014 - December 2014
Roundtable Investment Partners & Carleon Capital Partners March 2014 - May 2014
Centro Escolar Picacho August 2011 - January 2013
UMBC High Performance Computing Center June 2010 - August 2010
Cornell University September 2009 - February 2010
Miami University June 2009 - August 2009
Skills
Mathematical Modeling, Data Analysis, Algorithms, Statistics, Research, Matlab, Analytics, Machine Learning, Spanish-speaking, Programming, R, Spanish, Economics, Python, Data Mining, Mathematics, Microsoft Excel, Algorithm Design, Operations Research, Computers, Mathematica, Quantitative Research, Computer Science, Data Analytics, SQL, PostgreSQL, Amazon Web Services..., Linux, Data Science, Microsoft Azure, A/B Testing, Apache Spark, Github, Amazon S3
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Operations Research
Cornell University, College of Arts & Sciences 2007 — 2011
Bachelor's Degree, Mathematics and Economics
Analytics Media Group January 2015 - Present
Analytics Media Group June 2014 - December 2014
Roundtable Investment Partners & Carleon Capital Partners March 2014 - May 2014
Centro Escolar Picacho August 2011 - January 2013
UMBC High Performance Computing Center June 2010 - August 2010
Cornell University September 2009 - February 2010
Miami University June 2009 - August 2009
Skills
Mathematical Modeling, Data Analysis, Algorithms, Statistics, Research, Matlab, Analytics, Machine Learning, Spanish-speaking, Programming, R, Spanish, Economics, Python, Data Mining, Mathematics, Microsoft Excel, Algorithm Design, Operations Research, Computers, Mathematica, Quantitative Research, Computer Science, Data Analytics, SQL, PostgreSQL, Amazon Web Services..., Linux, Data Science, Microsoft Azure, A/B Testing, Apache Spark, Github, Amazon S3
Education
Columbia University in the City of New York 2013 — 2014
Master's Degree, Operations Research
Cornell University, College of Arts & Sciences 2007 — 2011
Bachelor's Degree, Mathematics and Economics
Carol Hydovitz Carol Hydovitz's Roundtable Investment Partners & Carleon Capital Partners Experience September 2008 - April 2013
Job Executive and Personal Assistant to the Chief Financial Officer at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC May 2013 - Present
Roundtable Investment Partners September 2008 - April 2013
Roundtable Investment Partners & Carleon Capital Partners September 2008 - April 2013
Berenson & Company October 2007 - September 2008
Morgan Stanley Investment Management 2001 - 2007
Barnes & Noble College September 1995 - February 2001
Skills
Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Budgets, Social Media, Nonprofits, Management, Organizational..., Vendor Management, Office Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Contract Negotiation, BoadEx, QuickBooks, Process Improvement, Concur, CRM databases, Access, Calendars
Education
Simmons College
B.A., Business Management
Winchester Thurston
Apollo Global Management LLC May 2013 - Present
Roundtable Investment Partners September 2008 - April 2013
Roundtable Investment Partners & Carleon Capital Partners September 2008 - April 2013
Berenson & Company October 2007 - September 2008
Morgan Stanley Investment Management 2001 - 2007
Barnes & Noble College September 1995 - February 2001
Skills
Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Budgets, Social Media, Nonprofits, Management, Organizational..., Vendor Management, Office Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Contract Negotiation, BoadEx, QuickBooks, Process Improvement, Concur, CRM databases, Access, Calendars
Education
Simmons College
B.A., Business Management
Winchester Thurston
Alexa Tront Alexa Tront's Roundtable Investment Partners & Carleon Capital Partners Experience May 2014 - May 2015
Job Squarepoint Capital
Industry Investment Banking
Experience
Squarepoint Capital May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2014 - May 2015
Berenson & Company September 2010 - May 2014
Berenson & Company June 2010 - September 2010
D'amore Jewelers August 2009 - June 2010
Wenner Media August 2009 - December 2009
University of Miami - Ibis Yearbook 2008 - 2009
Cosmopolitan Magazine May 2008 - August 2008
Wenner Media May 2007 - August 2007
Frank's Waterside Restaurant June 2006 - August 2006
Skills
Press Releases, Marketing Strategy, Advertising, InDesign, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Accounting, SEO, QuickBooks
Education
University of Miami 2005 — 2009
Bachelor of Science in Communication, Advertising, English, Marketing
Magazine University
Seminars in Magazine Publishing
Dwight-Englewood High School
Squarepoint Capital May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2014 - May 2015
Berenson & Company September 2010 - May 2014
Berenson & Company June 2010 - September 2010
D'amore Jewelers August 2009 - June 2010
Wenner Media August 2009 - December 2009
University of Miami - Ibis Yearbook 2008 - 2009
Cosmopolitan Magazine May 2008 - August 2008
Wenner Media May 2007 - August 2007
Frank's Waterside Restaurant June 2006 - August 2006
Skills
Press Releases, Marketing Strategy, Advertising, InDesign, PowerPoint, Microsoft Office, Marketing, Microsoft Excel, Customer Service, Accounting, SEO, QuickBooks
Education
University of Miami 2005 — 2009
Bachelor of Science in Communication, Advertising, English, Marketing
Magazine University
Seminars in Magazine Publishing
Dwight-Englewood High School
Jeffrey Berndt Jeffrey Berndt's Roundtable Investment Partners & Carleon Capital Partners Experience July 2012 - Present
Job Managing Director at Roundtable Investment Partners & Carleon Capital Partners
Industry Philanthropy
Experience
Roundtable Investment Partners & Carleon Capital Partners July 2012 - Present
New Profit Inc. April 2007 - July 2012
Noble and Greenough School 2001 - 2008
Middlesex School 1993 - 2001
Skills
Entrepreneurship, Strategy, Strategic Planning, Start-ups, Fundraising, Social Entrepreneurship, Salesforce.com, Cause Marketing, Board Development, Business Strategy, Community Outreach, Investments, Executive Management, Leadership, Leadership Development, Management, Nonprofits, Organizational..., Philanthropy, Program Management, Public Speaking, Strategic Partnerships, Volunteer Management
Education
University of New England 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
Lexington High School 1987 — 1989
Roundtable Investment Partners & Carleon Capital Partners July 2012 - Present
New Profit Inc. April 2007 - July 2012
Noble and Greenough School 2001 - 2008
Middlesex School 1993 - 2001
Skills
Entrepreneurship, Strategy, Strategic Planning, Start-ups, Fundraising, Social Entrepreneurship, Salesforce.com, Cause Marketing, Board Development, Business Strategy, Community Outreach, Investments, Executive Management, Leadership, Leadership Development, Management, Nonprofits, Organizational..., Philanthropy, Program Management, Public Speaking, Strategic Partnerships, Volunteer Management
Education
University of New England 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
Lexington High School 1987 — 1989
Danielle Roseman Danielle Roseman's Roundtable Investment Partners & Carleon Capital Partners Experience April 2013 - Present
Job Manager, Roundtable Investment Partners
Industry Investment Banking
Experience
Roundtable Investment Partners & Carleon Capital Partners April 2013 - Present
Goldman Sachs Asset Management July 2010 - April 2013
Goldman Sachs July 2007 - July 2010
The Depository Trust and Clearing Corporation July 2005 - August 2005
Education
Binghamton University - School of Management 2003 — 2007
Finance, Finance / International Business
Roundtable Investment Partners & Carleon Capital Partners April 2013 - Present
Goldman Sachs Asset Management July 2010 - April 2013
Goldman Sachs July 2007 - July 2010
The Depository Trust and Clearing Corporation July 2005 - August 2005
Education
Binghamton University - School of Management 2003 — 2007
Finance, Finance / International Business
Nate Hopkins Nate Hopkins's Roundtable Investment Partners & Carleon Capital Partners Experience May 2011 - July 2013
Job Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education August 2015 - Present
NYC Teaching Fellows June 2015 - Present
City Year August 2014 - June 2015
KIPP NYC July 2013 - August 2013
Roundtable Investment Partners & Carleon Capital Partners May 2011 - July 2013
Citizen Schools May 2008 - August 2012
Trinity College - Hartford November 2010 - May 2012
Trinity College - Hartford September 2011 - December 2011
Trinity College - Hartford November 2010 - November 2011
Camp Playland & The Country Club of New Canaan April 2006 - August 2011
Skills
Teaching, Education, Writing, Highly Dedicated, Problem Solving, Lesson Planning, Research, Editing, Microsoft Office, Social Media, Communication, Networking, Passion for Helping..., Interpersonal Skill, Building Relationships, Volunteer Management, Education Policy
Education
City University of New York-Hunter College 2015 — 2017
Master of Science in Education (M.Ed.), Special Education/Students with Disabilities
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: English (Creative Writing) Minors: Philosophy, Literature & Psychology
Trinity College, Dublin 2012 — 2012
Bachelor of Arts (B.A.), Institute for Study Abroad: English & Psychology
Columbia University in the City of New York 2008 — 2010
Summer Workshops: Advanced Creative Writing & Philosophy
Salisbury 2007 — 2010
H.S. Diploma
NYC Department of Education August 2015 - Present
NYC Teaching Fellows June 2015 - Present
City Year August 2014 - June 2015
KIPP NYC July 2013 - August 2013
Roundtable Investment Partners & Carleon Capital Partners May 2011 - July 2013
Citizen Schools May 2008 - August 2012
Trinity College - Hartford November 2010 - May 2012
Trinity College - Hartford September 2011 - December 2011
Trinity College - Hartford November 2010 - November 2011
Camp Playland & The Country Club of New Canaan April 2006 - August 2011
Skills
Teaching, Education, Writing, Highly Dedicated, Problem Solving, Lesson Planning, Research, Editing, Microsoft Office, Social Media, Communication, Networking, Passion for Helping..., Interpersonal Skill, Building Relationships, Volunteer Management, Education Policy
Education
City University of New York-Hunter College 2015 — 2017
Master of Science in Education (M.Ed.), Special Education/Students with Disabilities
Trinity College-Hartford 2010 — 2014
Bachelor of Arts (B.A.), Major: English (Creative Writing) Minors: Philosophy, Literature & Psychology
Trinity College, Dublin 2012 — 2012
Bachelor of Arts (B.A.), Institute for Study Abroad: English & Psychology
Columbia University in the City of New York 2008 — 2010
Summer Workshops: Advanced Creative Writing & Philosophy
Salisbury 2007 — 2010
H.S. Diploma
Patrick Sandberg, CPA Patrick Sandberg, CPA's Roundtable Investment Partners & Carleon Capital Partners Experience August 2013 - April 2015
Job Senior Associate at EY
Industry Accounting
Experience
EY May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners August 2013 - April 2015
Brown Brothers Harriman September 2011 - August 2013
McGladrey October 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, Internal Controls, Tax, Financial Analysis, Hedge Funds, Tax Preparation, Private Equity, Sarbanes-Oxley Act, General Ledger, Alternative Investments, Fund Of Funds
Education
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Msgr. Farrell 2001 — 2005
EY May 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners August 2013 - April 2015
Brown Brothers Harriman September 2011 - August 2013
McGladrey October 2009 - September 2011
Morgan Stanley June 2008 - August 2008
Skills
Financial Reporting, SEC filings, Accounting, Auditing, Financial Accounting, Internal Controls, Tax, Financial Analysis, Hedge Funds, Tax Preparation, Private Equity, Sarbanes-Oxley Act, General Ledger, Alternative Investments, Fund Of Funds
Education
Binghamton University - School of Management 2005 — 2009
BS, Accounting
Msgr. Farrell 2001 — 2005
Scott Gazzoli, CPA Scott Gazzoli, CPA's Roundtable Investment Partners & Carleon Capital Partners Experience July 2015 - Present
Job Senior Accountant Roundtable Investment Partners & Carleon Capital Partners
Industry Accounting
Experience
Roundtable Investment Partners & Carleon Capital Partners July 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Grant Thornton LLP June 2012 - August 2012
Cavalcante & Co. January 2011 - May 2012
Skills
Auditing, Tax, GAAP, US GAAP, CPA, Internal Controls, External Audit, SEC filings, Corporate Tax, Financial Accounting, Assurance, Accounting, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC Filings
Education
St. John's University 2012 — 2013
Master of Business Administration (MBA), Accounting
St. John's University 2008 — 2012
Bachelor's degree, Accounting
Roundtable Investment Partners & Carleon Capital Partners July 2015 - Present
Grant Thornton LLP October 2013 - July 2015
Grant Thornton LLP June 2012 - August 2012
Cavalcante & Co. January 2011 - May 2012
Skills
Auditing, Tax, GAAP, US GAAP, CPA, Internal Controls, External Audit, SEC filings, Corporate Tax, Financial Accounting, Assurance, Accounting, Tax Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC Filings
Education
St. John's University 2012 — 2013
Master of Business Administration (MBA), Accounting
St. John's University 2008 — 2012
Bachelor's degree, Accounting
Neal Fasone, CPA's Roundtable Investment Partners & Carleon Capital Partners Experience January 2014 - June 2014
Job Senior Fund Controller at Senvest Management, LLC
Industry Investment Management
Experience
Senvest Management, LLC July 2015 - Present
Trafelet Brokaw Capital Managment LP June 2014 - July 2015
Roundtable Investment Partners & Carleon Capital Partners January 2014 - June 2014
Continuum Investment Management January 2013 - January 2014
Perry Capital April 2002 - October 2012
Arthur Andersen LLP September 1999 - April 2002
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Equities, Asset Managment, Financial Analysis, Partnership Accounting, Asset Management, Investment Management, Structured Finance, Fund Accounting, ABS, Bloomberg, Fixed Income, Fund Of Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Hofstra University 1995 — 1999
BBA, Bachelors of Business Administration
Senvest Management, LLC July 2015 - Present
Trafelet Brokaw Capital Managment LP June 2014 - July 2015
Roundtable Investment Partners & Carleon Capital Partners January 2014 - June 2014
Continuum Investment Management January 2013 - January 2014
Perry Capital April 2002 - October 2012
Arthur Andersen LLP September 1999 - April 2002
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Equities, Asset Managment, Financial Analysis, Partnership Accounting, Asset Management, Investment Management, Structured Finance, Fund Accounting, ABS, Bloomberg, Fixed Income, Fund Of Funds, Private Equity
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Hofstra University 1995 — 1999
BBA, Bachelors of Business Administration
Robert Hicks's Roundtable Investment Partners & Carleon Capital Partners Experience March 2015 - Present
Job Analyst at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Roundtable Investment Partners & Carleon Capital Partners March 2015 - Present
The Ayco Company, L.P., a Goldman Sachs Company March 2013 - March 2015
The Ayco Company, L.P. April 2012 - March 2013
Skills
Series 7, Series 66, Series 3, Wealth Management, Investments, Asset Allocation, Financial Analysis, Financial Planning, Portfolio Management, Retirement Planning, Equities, Mutual Funds, Bloomberg, Microsoft Excel, PowerPoint, Microsoft Office
Education
Union Graduate College 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Siena College 2008 — 2012
Bachelor of Science (B.S.), Finance, General
Allison Shapiro Allison Shapiro's Roundtable Investment Partners & Carleon Capital Partners Experience May 2007 - Present
Job Director at Roundtable Investment Partners LLC
Industry Financial Services
Experience
Roundtable Investment Partners LLC January 2014 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2007 - Present
Ernst & Young September 2003 - May 2007
Skills
Financial Analysis, US GAAP, Accounting, Auditing, Financial Modeling, Financial Reporting, Hedge Funds, SEC filings, CPA, Private Equity, Valuation, Investments, Corporate Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Tax, Financial Accounting
Education
Lehigh University - College of Business and Economics 1999 — 2003
Roundtable Investment Partners LLC January 2014 - Present
Roundtable Investment Partners & Carleon Capital Partners May 2007 - Present
Ernst & Young September 2003 - May 2007
Skills
Financial Analysis, US GAAP, Accounting, Auditing, Financial Modeling, Financial Reporting, Hedge Funds, SEC filings, CPA, Private Equity, Valuation, Investments, Corporate Finance, Sarbanes-Oxley Act, Mergers & Acquisitions, Tax, Financial Accounting
Education
Lehigh University - College of Business and Economics 1999 — 2003
Christina Bennison's Roundtable Investment Partners & Carleon Capital Partners Experience August 2013 - Present
Job Director of Investor Relations at Roundtable Investment Partners & Carleon Capital Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Roundtable Investment Partners & Carleon Capital Partners August 2013 - Present
Goldman Sachs Asset Management December 2009 - April 2013
Citigroup April 2005 - December 2009
Citigroup April 2005 - June 2007
The Urban Assembly June 2002 - March 2005
Morgan Stanley June 2000 - January 2002
Skills
Project Management, Asset Management, HNW Individuals, Family Office, New Business Development, Product Marketing, Equities, Investor Relations, Investment Management, Corporate Philanthropy, Philanthropy, Non-profit Program..., Manage Client..., Fixed Income, Strategic Partnerships, Partnership-building, Fundraising, Sales, Valuation, Finance, Alternative Investments, Hedge Funds, Strategy, Private Equity, Financial Modeling, Investment Banking, Bloomberg, Funding
Education
Duke University - The Fuqua School of Business 2008 — 2010
M.B.A.
Princeton University 1996 — 2000
AB, History
Jill Cady's Roundtable Investment Partners & Carleon Capital Partners Experience January 2015 - Present
Job Director at Roundtable Investment Partners & Carleon Capital Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners January 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners January 2014 - December 2014
Bridgewater Associates July 2013 - November 2013
Bridgewater Associates September 2011 - July 2013
Highbridge Capital Management June 2010 - August 2010
Citi Private Bank July 2005 - May 2009
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Analytical Finance
University of Pennsylvania 2001 — 2005
Economics & International Relations
Roundtable Investment Partners & Carleon Capital Partners January 2015 - Present
Roundtable Investment Partners & Carleon Capital Partners January 2014 - December 2014
Bridgewater Associates July 2013 - November 2013
Bridgewater Associates September 2011 - July 2013
Highbridge Capital Management June 2010 - August 2010
Citi Private Bank July 2005 - May 2009
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Analytical Finance
University of Pennsylvania 2001 — 2005
Economics & International Relations
Kevin English's Roundtable Investment Partners & Carleon Capital Partners Experience September 2012 - Present
Job Associate Director at Roundtable Investment Partners & Carleon Capital Partners
Industry Investment Management
Experience
Roundtable Investment Partners & Carleon Capital Partners September 2012 - Present
The Gordon and Betty Moore Foundation August 2008 - August 2012
GI Partners February 2006 - July 2008
Bear Stearns June 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Valuation, Private Equity, Due Diligence, Asset Managment, LBO, Corporate Development, Investment Banking, Mergers & Acquisitions, Asset Management
Education
Bucknell University 2000 — 2004
BSBA, Management and Spanish
Roundtable Investment Partners & Carleon Capital Partners September 2012 - Present
The Gordon and Betty Moore Foundation August 2008 - August 2012
GI Partners February 2006 - July 2008
Bear Stearns June 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Valuation, Private Equity, Due Diligence, Asset Managment, LBO, Corporate Development, Investment Banking, Mergers & Acquisitions, Asset Management
Education
Bucknell University 2000 — 2004
BSBA, Management and Spanish
Josh Heching, CPA's Roundtable Investment Partners & Carleon Capital Partners Experience April 2011 - June 2012
Job Vandewater Capital Holdings
Industry Financial Services
Experience
Vandewater Capital Holdings May 2014 - Present
Time Warner Cable June 2012 - May 2014
Roundtable Investment Partners & Carleon Capital Partners April 2011 - June 2012
Price Waterhouse Coopers January 2008 - April 2011
Skills
Tax, Financial Reporting, Accounting, Financial Analysis, Partnership Taxation, Financial Modeling, CPA, Hedge Funds, Corporate Tax, SEC filings, Due Diligence, Tax Accounting, Tax Returns, US GAAP, Auditing, Internal Audit, Internal Controls, Finance, Financial Statements
Education
Queens College 2004 — 2007
BA, Accounting & Economics
MTA 1999 — 2003
Vandewater Capital Holdings May 2014 - Present
Time Warner Cable June 2012 - May 2014
Roundtable Investment Partners & Carleon Capital Partners April 2011 - June 2012
Price Waterhouse Coopers January 2008 - April 2011
Skills
Tax, Financial Reporting, Accounting, Financial Analysis, Partnership Taxation, Financial Modeling, CPA, Hedge Funds, Corporate Tax, SEC filings, Due Diligence, Tax Accounting, Tax Returns, US GAAP, Auditing, Internal Audit, Internal Controls, Finance, Financial Statements
Education
Queens College 2004 — 2007
BA, Accounting & Economics
MTA 1999 — 2003
Matthew Bubis's Roundtable Investment Partners & Carleon Capital Partners Experience June 2015 - Present
Job Private Equity at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners & Carleon Capital Partners June 2015 - Present
The Wharton School July 2013 - May 2015
JAT Capital Management, L.P. May 2014 - August 2014
Kinderhook Industries July 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Education
Vanderbilt University 2005 — 2008
BS, Economics
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Roundtable Investment Partners & Carleon Capital Partners June 2015 - Present
The Wharton School July 2013 - May 2015
JAT Capital Management, L.P. May 2014 - August 2014
Kinderhook Industries July 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Education
Vanderbilt University 2005 — 2008
BS, Economics
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School