Saybrook Capital
Industry: Company
DescriptionFounded: 1990
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Saybrook Capital Employees
Employee
Years
Job
Industry
Jonathan Ziebarth Jonathan Ziebarth's Saybrook Capital Experience August 2007 - July 2009
Job Vice President, Golub Capital
Industry Financial Services
Experience
Golub Capital November 2009 - Present
One Hope United January 2012 - December 2013
Saybrook Capital August 2007 - July 2009
Deutsche Bank December 2005 - July 2007
Robert W. Baird June 2005 - December 2005
Skills
Private Equity, Financial Modeling, Financial Analysis, Sales, Investments, Strategic Planning, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Due Diligence, SaaS, Corporate Finance, Mergers, Fundraising, Valuation
Education
Kellogg Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Finance, Political Science
Golub Capital November 2009 - Present
One Hope United January 2012 - December 2013
Saybrook Capital August 2007 - July 2009
Deutsche Bank December 2005 - July 2007
Robert W. Baird June 2005 - December 2005
Skills
Private Equity, Financial Modeling, Financial Analysis, Sales, Investments, Strategic Planning, Investment Banking, Capital Markets, Leveraged Finance, Mergers & Acquisitions, Due Diligence, SaaS, Corporate Finance, Mergers, Fundraising, Valuation
Education
Kellogg Graduate School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2001 — 2005
Finance, Political Science
Allan Parks, CFA Allan Parks, CFA's Saybrook Capital Experience April 2004 - July 2005
Job
Industry Investment Management
Experience
Wedbush Securities January 2011 - July 2014
BCP Securities August 2010 - January 2011
FTI Consulting, Inc August 2008 - November 2009
Barclays Capital September 2007 - July 2008
Barclays Capital June 2006 - August 2006
Saybrook Capital April 2004 - July 2005
Great American Group April 2002 - December 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, Credit, Due Diligence, Credit Risk, Finance, Spanish, English, Validation, Options, Convertible Bonds, Equity Derivatives, Hedge Funds, Alternative Investments, Portfolio Management, Investment Banking, Investments, Derivatives
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Finance
University of San Diego 1996 — 2000
BA, Economics, Spanish
Wedbush Securities January 2011 - July 2014
BCP Securities August 2010 - January 2011
FTI Consulting, Inc August 2008 - November 2009
Barclays Capital September 2007 - July 2008
Barclays Capital June 2006 - August 2006
Saybrook Capital April 2004 - July 2005
Great American Group April 2002 - December 2003
Skills
Financial Modeling, Bloomberg, Financial Analysis, Credit, Due Diligence, Credit Risk, Finance, Spanish, English, Validation, Options, Convertible Bonds, Equity Derivatives, Hedge Funds, Alternative Investments, Portfolio Management, Investment Banking, Investments, Derivatives
Education
Thunderbird School of Global Management 2005 — 2007
MBA, Finance
University of San Diego 1996 — 2000
BA, Economics, Spanish
Said Al-Alaoui Said Al-Alaoui's Saybrook Capital Experience August 2011 - Present
Job Associate at Saybrook Capital
Industry Investment Management
Experience
Saybrook Capital August 2011 - Present
Houlihan Lokey November 2009 - August 2011
Libra Securities March 2008 - October 2009
KPMG September 2006 - February 2008
Skills
Financial Modeling, Private Equity, Valuation, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Investments, Mergers & Acquisitions, Leveraged Finance
Education
American Community School
American Community School
University of Southern California
Bachelor of Science (BS), Business Administration
Saybrook Capital August 2011 - Present
Houlihan Lokey November 2009 - August 2011
Libra Securities March 2008 - October 2009
KPMG September 2006 - February 2008
Skills
Financial Modeling, Private Equity, Valuation, Bloomberg, Capital Markets, Corporate Finance, Due Diligence, Financial Analysis, Equities, Investment Banking, Investments, Mergers & Acquisitions, Leveraged Finance
Education
American Community School
American Community School
University of Southern California
Bachelor of Science (BS), Business Administration
Corey Abbott Corey Abbott's Saybrook Capital Experience January 2010 - April 2010
Job Tour Accountant at David Weise and Associates
Industry Management Consulting
Experience
David Weise and Associates April 2012 - Present
MCTSPL, LLC April 2010 - September 2011
Saybrook Capital January 2010 - April 2010
Southern California Earthquake Center (SCEC) June 2007 - August 2007
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Bank Reconciliation, Financial Statements, Journal Entries, Cash Flow, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, General Ledger, Financial Analysis
Education
UCLA Extension 2009 — 2010
Certificate in Accounting, Accounting
Occidental College 2004 — 2008
BA, Economics
David Weise and Associates April 2012 - Present
MCTSPL, LLC April 2010 - September 2011
Saybrook Capital January 2010 - April 2010
Southern California Earthquake Center (SCEC) June 2007 - August 2007
Skills
Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Payroll, Bank Reconciliation, Financial Statements, Journal Entries, Cash Flow, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Accounting, General Ledger, Financial Analysis
Education
UCLA Extension 2009 — 2010
Certificate in Accounting, Accounting
Occidental College 2004 — 2008
BA, Economics
Christopher Brothers Christopher Brothers's Saybrook Capital Experience June 2006 - June 2013
Job Managing Partner at Solace Capital Partners
Industry Financial Services
Experience
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Solace Capital Partners July 2013 - Present
Saybrook Capital June 2006 - June 2013
Eli Broad College of Business, Michigan State University 2006 - December 2012
Oaktree Capital Management 1996 - July 2006
Salomon Brothers Inc 1992 - 1996
PricewaterhouseCoopers June 1988 - August 1992
Skills
Mergers, Restructuring, Private Equity, Valuation, Investments, Portfolio Management, Investment Banking, IPO, Start-ups, Management, Corporate Development, Joint Ventures, Corporate Finance, Financial Services, Finance, Executive Management, Venture Capital, Financial Modeling, Leveraged Finance, Emerging Markets, Financial Structuring, Equities, Alternative Investments, Funding, Strategic Planning, Asset Managment, Mergers & Acquisitions, LBO, Fixed Income, Capital Markets, Investor Relations, Asset Management, Debt Restructuring, Capital, Acquisition Integration, Due Diligence, Business Valuation, Financial Analysis, Hedge Funds, M&A experience, Credit, Acquisitions, Structured Finance
Education
Michigan State University 1983 — 1988
BA, Accounting
Michigan State University - The Eli Broad College of Business 1983 — 1988
MBA, Finance & Accounting
Karla Newman CFA Karla Newman CFA's Saybrook Capital Experience 1994 - 1996
Job Financial Services Professional
Industry Financial Services
Experience
Saybrook Capital 1994 - 1996
Standard and Poor's Corp 1988 - 1993
Education
Sweet Briar College 1981 — 1985
BA, Economics/English
Saybrook Capital 1994 - 1996
Standard and Poor's Corp 1988 - 1993
Education
Sweet Briar College 1981 — 1985
BA, Economics/English
Cindy Rosenfeld Cindy Rosenfeld's Saybrook Capital Experience 2000 - Present
Job Financial Administrator
Industry Marketing and Advertising
Experience
Saybrook Capital 2000 - Present
Skills
Social Media, Social Media Marketing, Online Advertising
Education
Binghamton University
BA, Sociology, Psychology
Saybrook Capital 2000 - Present
Skills
Social Media, Social Media Marketing, Online Advertising
Education
Binghamton University
BA, Sociology, Psychology
Richard Shuyler Richard Shuyler's Saybrook Capital Experience 2003 - 2005
Job Board Chair at Posner Center for International Development
Industry Nonprofit Organization Management
Experience
Posner Center for International Development January 2014 - Present
AfricAid, Inc. 2001 - Present
Montane Capital Advisors LLC 2003 - Present
GCW Consulting 2006 - 2008
Saybrook Capital 2003 - 2005
Atlas Air, Inc. 1994 - 2003
TWA 1992 - 1994
Continental Airlines 1975 - 1992
New York Air 1982 - 1985
Texas Air Corporation (holding company for Continental Airlines) 1981 - 1981
Skills
Airlines, Strategic Planning, Transportation, Management Consulting, Start-ups, Due Diligence, Aviation, Business Planning, Operations Management, Budgeting, Mergers, Contract Negotiation, Change Management, Business Strategy, Forecasting, Aviation Industry, Competitive Analysis, Problem Solving, Negotiation, Analysis, Restructuring, Business Process..., Business Analysis, Financial Analysis, Logistics, Planning, Aircraft
Education
Silliman University 1965 — 1969
B.A., Economics, Political Science
Posner Center for International Development January 2014 - Present
AfricAid, Inc. 2001 - Present
Montane Capital Advisors LLC 2003 - Present
GCW Consulting 2006 - 2008
Saybrook Capital 2003 - 2005
Atlas Air, Inc. 1994 - 2003
TWA 1992 - 1994
Continental Airlines 1975 - 1992
New York Air 1982 - 1985
Texas Air Corporation (holding company for Continental Airlines) 1981 - 1981
Skills
Airlines, Strategic Planning, Transportation, Management Consulting, Start-ups, Due Diligence, Aviation, Business Planning, Operations Management, Budgeting, Mergers, Contract Negotiation, Change Management, Business Strategy, Forecasting, Aviation Industry, Competitive Analysis, Problem Solving, Negotiation, Analysis, Restructuring, Business Process..., Business Analysis, Financial Analysis, Logistics, Planning, Aircraft
Education
Silliman University 1965 — 1969
B.A., Economics, Political Science
Jim Milanese Jim Milanese's Saybrook Capital Experience May 1992 - August 1994
Job Lecturer at The University of North Carolina Greensboro
Industry Higher Education
Experience
Room at the Inn May 2014 - Present
UNC Greensboro January 2000 - Present
Self Employed January 1991 - Present
Piedmont Disability Representatives September 1997 - January 2015
Greensboro Ballet 2009 - 2014
Saybrook Capital May 1992 - August 1994
Skills
Investment Management,..., Financial Modeling, Teamwork, Financial Analysis, Business Valuation, Investment Management, Venture Capital, Corporate Finance, Finance, Strategic Planning, Analysis, Program Management, Investments, Accounting, Nonprofits, Valuation, Entrepreneurship
Education
University of North Carolina at Greensboro 1985 — 1997
MBA, finance
University of North Carolina at Greensboro
MBA
University of North Carolina at Greensboro
MA Applied, Economics; Financial Economics
University of North Carolina at Greensboro
BS, Finance; Financial Management
Room at the Inn May 2014 - Present
UNC Greensboro January 2000 - Present
Self Employed January 1991 - Present
Piedmont Disability Representatives September 1997 - January 2015
Greensboro Ballet 2009 - 2014
Saybrook Capital May 1992 - August 1994
Skills
Investment Management,..., Financial Modeling, Teamwork, Financial Analysis, Business Valuation, Investment Management, Venture Capital, Corporate Finance, Finance, Strategic Planning, Analysis, Program Management, Investments, Accounting, Nonprofits, Valuation, Entrepreneurship
Education
University of North Carolina at Greensboro 1985 — 1997
MBA, finance
University of North Carolina at Greensboro
MBA
University of North Carolina at Greensboro
MA Applied, Economics; Financial Economics
University of North Carolina at Greensboro
BS, Finance; Financial Management
Brandon Gregorio, CFA Brandon Gregorio, CFA's Saybrook Capital Experience 2002 - 2006
Job Managing Partner at Canum Capital Partners
Industry Venture Capital & Private Equity
Experience
Cencal Capital, LLC 2012 - 2014
Miller Buckfire January 2007 - 2012
Saybrook Capital 2002 - 2006
Wedbush Securities 2001 - 2002
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Restructuring, Leveraged Finance, LBO, Corporate Development, Debt Restructuring, Hedge Funds, Capital Markets
Education
University of California, Santa Barbara 2000 — 2001
M.A., Business Economics
California State University-Bakersfield 1997 — 2000
(BS) Economics, (Minor) Statistics
Cencal Capital, LLC 2012 - 2014
Miller Buckfire January 2007 - 2012
Saybrook Capital 2002 - 2006
Wedbush Securities 2001 - 2002
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Corporate Finance, Restructuring, Leveraged Finance, LBO, Corporate Development, Debt Restructuring, Hedge Funds, Capital Markets
Education
University of California, Santa Barbara 2000 — 2001
M.A., Business Economics
California State University-Bakersfield 1997 — 2000
(BS) Economics, (Minor) Statistics
David Vall-Lloveras David Vall-Lloveras's Saybrook Capital Experience 2011 - 2013
Job Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting 2014 - Present
Saybrook Capital 2011 - 2013
Missionwell LLC 2009 - 2010
Pacific Compensation Insurance Company 2006 - 2009
Independent Consulting January 2002 - December 2005
The Goetzman Group 1999 - 2001
Skills
Great Plains Software, Microsoft Excel, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Corporate Finance, Finance, Restructuring, Mergers & Acquisitions, Private Equity, Financial Modeling, QuickBooks, Due Diligence, Intercompany, Financial Report..., Accounting Operations
Education
Florida International University
Bachelor's degree
Robert Half Finance & Accounting 2014 - Present
Saybrook Capital 2011 - 2013
Missionwell LLC 2009 - 2010
Pacific Compensation Insurance Company 2006 - 2009
Independent Consulting January 2002 - December 2005
The Goetzman Group 1999 - 2001
Skills
Great Plains Software, Microsoft Excel, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Accounts Receivable, Auditing, Corporate Finance, Finance, Restructuring, Mergers & Acquisitions, Private Equity, Financial Modeling, QuickBooks, Due Diligence, Intercompany, Financial Report..., Accounting Operations
Education
Florida International University
Bachelor's degree
Lindsay Harbinson Lindsay Harbinson's Saybrook Capital Experience 2001 - 2002
Job Director, Marketing Services
Industry Marketing and Advertising
Experience
Signature Travel Network May 2011 - December 2013
DDB 2010 - 2011
TBWA\Chiat\Day 2008 - 2009
American Golf Corporation 2002 - 2007
Saybrook Capital 2001 - 2002
MSLGROUP 1999 - 2000
Education
University of Southern California
BA, Communication and a Minor in Business Administration
Signature Travel Network May 2011 - December 2013
DDB 2010 - 2011
TBWA\Chiat\Day 2008 - 2009
American Golf Corporation 2002 - 2007
Saybrook Capital 2001 - 2002
MSLGROUP 1999 - 2000
Education
University of Southern California
BA, Communication and a Minor in Business Administration
Karla Hicks Karla Hicks's Saybrook Capital Experience 1994 - 1996
Job Investment Consultant at Vanguard
Industry Financial Services
Experience
Vanguard April 2010 - Present
Saybrook Capital 1994 - 1996
Standard & Poor's 1988 - 1993
Skills
Chartered Financial..., Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Valuation, Mutual Funds, Financial Modeling, Capital Markets
Education
Sweet Briar College
Bachelor of Arts (B.A.), Economics/ English
Vanguard April 2010 - Present
Saybrook Capital 1994 - 1996
Standard & Poor's 1988 - 1993
Skills
Chartered Financial..., Investments, Equities, Fixed Income, Portfolio Management, Bloomberg, Asset Management, Valuation, Mutual Funds, Financial Modeling, Capital Markets
Education
Sweet Briar College
Bachelor of Arts (B.A.), Economics/ English
Clayton Albrecht's Saybrook Capital Experience May 2012 - August 2012
Job Sound Designer
Industry Entertainment
Experience
Soundtrack Group December 2014 - May 2015
Mercutio Troupe September 2013 - May 2015
Emerson College September 2012 - May 2015
LMNO Productions May 2014 - September 2014
Saybrook Capital May 2012 - August 2012
Skills
Logic Pro, Pro Tools, Foley Artist, Sound Design, Production Assistance, Sound Effects, Microsoft Office, Adobe Creative Suite, Dialogue Editing, Music Production, Re-recording Mixing, 5.1 Mixing, OS X, Digital Audio, Audio Engineering, Audio Editing, Audio Post Production, Recording, Studio Recording
Education
Emerson College 2011 — 2015
Bachelor’s Degree, Sound Design and Audio Post-Production
Soundtrack Group December 2014 - May 2015
Mercutio Troupe September 2013 - May 2015
Emerson College September 2012 - May 2015
LMNO Productions May 2014 - September 2014
Saybrook Capital May 2012 - August 2012
Skills
Logic Pro, Pro Tools, Foley Artist, Sound Design, Production Assistance, Sound Effects, Microsoft Office, Adobe Creative Suite, Dialogue Editing, Music Production, Re-recording Mixing, 5.1 Mixing, OS X, Digital Audio, Audio Engineering, Audio Editing, Audio Post Production, Recording, Studio Recording
Education
Emerson College 2011 — 2015
Bachelor’s Degree, Sound Design and Audio Post-Production
Randall L. Lambert CFA CPA Randall L. Lambert CFA CPA's Saybrook Capital Experience April 2005 - December 2006
Job Owner at Treece & Lambert LLC
Industry Investment Banking
Experience
MM Dillon LLC formerly CRT Investment Banking LLC January 2009 - Present
Treece & Lambert LLC November 2012 - Present
CRT Capital Group January 2007 - December 2008
Saybrook Capital April 2005 - December 2006
Chanin Capital Partners February 1997 - April 2005
Skills
Bankruptcy, Equities, Debt, Investment Banking, Capital Markets, Restructuring, Investments, Corporate Law, Securities, Trading, Corporate Development, Hedge Funds, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, Valuation, Private Equity, Financial Modeling, Financial Structuring, LBO, IPO, Financial Advisory, Bloomberg, Structured Finance, Leveraged Finance, Business Valuation, Debt Restructuring, High Yield, Private Placements
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance, Intl. Finance
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Business
MM Dillon LLC formerly CRT Investment Banking LLC January 2009 - Present
Treece & Lambert LLC November 2012 - Present
CRT Capital Group January 2007 - December 2008
Saybrook Capital April 2005 - December 2006
Chanin Capital Partners February 1997 - April 2005
Skills
Bankruptcy, Equities, Debt, Investment Banking, Capital Markets, Restructuring, Investments, Corporate Law, Securities, Trading, Corporate Development, Hedge Funds, Due Diligence, Corporate Finance, Mergers & Acquisitions, Venture Capital, Finance, Financial Analysis, Valuation, Private Equity, Financial Modeling, Financial Structuring, LBO, IPO, Financial Advisory, Bloomberg, Structured Finance, Leveraged Finance, Business Valuation, Debt Restructuring, High Yield, Private Placements
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance, Intl. Finance
University of Michigan - Stephen M. Ross School of Business 1975 — 1979
BBA, Business
Marcy Wehde Marcy Wehde's Saybrook Capital Experience June 2004 - December 2012
Job Director of Operations
Industry Sports
Experience
California Receivership Group August 2013 - Present
Equine Aid January 2013 - Present
Hi Point Show Management January 2013 - Present
Saybrook Capital June 2004 - December 2012
House of Blues March 2002 - June 2004
USA Films May 2001 - February 2002
Deloitte & Touche January 2000 - March 2000
Skills
Event Management, Financial Accounting, Real Estate Development, Real Estate Project..., Equestrian, Asset Management, Umbrella Insurance, Real Estate, Mergers & Acquisitions, Private Equity, Customer Service, Accounts Payable
Education
Pepperdine University 1996 — 2001
BS, Accounting
California Receivership Group August 2013 - Present
Equine Aid January 2013 - Present
Hi Point Show Management January 2013 - Present
Saybrook Capital June 2004 - December 2012
House of Blues March 2002 - June 2004
USA Films May 2001 - February 2002
Deloitte & Touche January 2000 - March 2000
Skills
Event Management, Financial Accounting, Real Estate Development, Real Estate Project..., Equestrian, Asset Management, Umbrella Insurance, Real Estate, Mergers & Acquisitions, Private Equity, Customer Service, Accounts Payable
Education
Pepperdine University 1996 — 2001
BS, Accounting
Bill Butler Bill Butler's Saybrook Capital Experience 2011 - February 2014
Job CoFounder Summit Advisors LLC / Advisory Board Green Apple Active ecofriendly lifestyle apparel
Industry Executive Office
Experience
Advisor, Green Apple Lifestyle January 2015 - Present
Summit Advisors LLC August 2014 - Present
Cargomatic March 2014 - Present
Total Transportation Solutions (TTSI) 2011 - May 2014
Taylored Services November 2012 - February 2014
Saybrook Capital 2011 - February 2014
Weber Logistics June 2004 - May 2011
DemandTec (IBM) April 2001 - June 2004
Ariba December 1998 - April 2001
Weber Logistics 1994 - 1998
Skills
Supply Chain Management, Mergers, Logistics, Contract Negotiation, Warehousing, Business Strategy, New Business Development, Team Building, Strategy, Strategic Planning, Start-ups, Sales, SaaS, Process Improvement, Management, Executive Management, 3PL, Mergers, Supply Chain, Transportation, Transportation..., Procurement
Education
University of Southern California 1988 — 1991
J.D.
University of Colorado at Boulder 1984 — 1987
BA, Political Science
Advisor, Green Apple Lifestyle January 2015 - Present
Summit Advisors LLC August 2014 - Present
Cargomatic March 2014 - Present
Total Transportation Solutions (TTSI) 2011 - May 2014
Taylored Services November 2012 - February 2014
Saybrook Capital 2011 - February 2014
Weber Logistics June 2004 - May 2011
DemandTec (IBM) April 2001 - June 2004
Ariba December 1998 - April 2001
Weber Logistics 1994 - 1998
Skills
Supply Chain Management, Mergers, Logistics, Contract Negotiation, Warehousing, Business Strategy, New Business Development, Team Building, Strategy, Strategic Planning, Start-ups, Sales, SaaS, Process Improvement, Management, Executive Management, 3PL, Mergers, Supply Chain, Transportation, Transportation..., Procurement
Education
University of Southern California 1988 — 1991
J.D.
University of Colorado at Boulder 1984 — 1987
BA, Political Science
RJ SAN AGUSTIN's Saybrook Capital Experience May 2004 - June 2007
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan February 2013 - July 2015
HSBC November 2012 - February 2013
JPMorgan Chase July 2011 - November 2012
Virtusa June 2011 - November 2012
Goldman Sachs August 2010 - May 2011
Deutsche Bank October 2008 - January 2010
SAYBROOK CAPITAL May 2004 - June 2007
Saybrook Capital July 2002 - May 2004
Skills
Strategic Planning, Financial Modeling, Private Equity, Finance, Portfolio Management, Business Analysis
Education
Villanova University 2011 — 2012
Master Certificate, Project Management
University of California, Riverside 1998 — 2003
BS, BUSINESS ADMINISTRATION
University of California, Riverside 1998 — 2003
BA, ECONOMICS
J.P. Morgan August 2015 - Present
J.P. Morgan February 2013 - July 2015
HSBC November 2012 - February 2013
JPMorgan Chase July 2011 - November 2012
Virtusa June 2011 - November 2012
Goldman Sachs August 2010 - May 2011
Deutsche Bank October 2008 - January 2010
SAYBROOK CAPITAL May 2004 - June 2007
Saybrook Capital July 2002 - May 2004
Skills
Strategic Planning, Financial Modeling, Private Equity, Finance, Portfolio Management, Business Analysis
Education
Villanova University 2011 — 2012
Master Certificate, Project Management
University of California, Riverside 1998 — 2003
BS, BUSINESS ADMINISTRATION
University of California, Riverside 1998 — 2003
BA, ECONOMICS
Jonathan Rosenthal's Saybrook Capital Experience September 1990 - Present
Job Chief Executive Officer Managing Partner at Saybrook Capital
Industry Investment Management
Experience
Taylored Services May 2013 - Present
TOTAL TRANSPORTATION SERVICES INC. April 2013 - Present
Accretive Solutions 2010 - Present
Saybrook Capital September 1990 - Present
NetAir International Corporation 1983 - 1989
Skills
Private Equity, Logistics, Supply Chain Management, Transportation, Mergers, Due Diligence, Venture Capital, Team Management, Corporate Law, Business Strategy, Management Consulting, Restructuring, Valuation, Team Building, Corporate Governance, M, Change Management, Operations Management, Management, Strategy, Mergers & Acquisitions, Corporate Finance, Mergers, Leadership, Manufacturing, Strategic Planning
Education
Southwestern Law School 1978 — 1980
Juris Doctor (J.D.), Law
California State University-Northridge 1973 — 1977
Bachelor's Degree, Philosophy
Taylored Services May 2013 - Present
TOTAL TRANSPORTATION SERVICES INC. April 2013 - Present
Accretive Solutions 2010 - Present
Saybrook Capital September 1990 - Present
NetAir International Corporation 1983 - 1989
Skills
Private Equity, Logistics, Supply Chain Management, Transportation, Mergers, Due Diligence, Venture Capital, Team Management, Corporate Law, Business Strategy, Management Consulting, Restructuring, Valuation, Team Building, Corporate Governance, M, Change Management, Operations Management, Management, Strategy, Mergers & Acquisitions, Corporate Finance, Mergers, Leadership, Manufacturing, Strategic Planning
Education
Southwestern Law School 1978 — 1980
Juris Doctor (J.D.), Law
California State University-Northridge 1973 — 1977
Bachelor's Degree, Philosophy
Lisa Ackel Judge's Saybrook Capital Experience April 2005 - February 2007
Job Owner at Vixen's Hot Chili, LLC
Industry Food Production
Experience
Vixen's Hot Chili December 2011 - Present
Efficiency Vermont/Vermont Energy Investment Corporation November 2007 - Present
Professional Actress August 1989 - April 2007
Saybrook Capital April 2005 - February 2007
UCLA Medical Center 2001 - 2005
Martin E. Janis & Company August 1991 - November 1993
Skills
Microsoft Excel, Advertising, Public Speaking, Social Media Marketing, Microsoft Office, Research, Public Relations, Editing, PowerPoint, Budgets, Energy Efficiency, Social Media, Microsoft Word, Marketing, Customer Service, Strategic Planning, Team Building, Non-profits, Coaching, Nonprofits, Management, Directing, Acting, Teaching Acting, Photoshop, Microsoft Publisher, Social Networking, Renewable Energy, Leadership
Education
Champlain College 1987 — 1988
A.S. of Science, Communciations
Salve Regina University 1985 — 1986
Vixen's Hot Chili December 2011 - Present
Efficiency Vermont/Vermont Energy Investment Corporation November 2007 - Present
Professional Actress August 1989 - April 2007
Saybrook Capital April 2005 - February 2007
UCLA Medical Center 2001 - 2005
Martin E. Janis & Company August 1991 - November 1993
Skills
Microsoft Excel, Advertising, Public Speaking, Social Media Marketing, Microsoft Office, Research, Public Relations, Editing, PowerPoint, Budgets, Energy Efficiency, Social Media, Microsoft Word, Marketing, Customer Service, Strategic Planning, Team Building, Non-profits, Coaching, Nonprofits, Management, Directing, Acting, Teaching Acting, Photoshop, Microsoft Publisher, Social Networking, Renewable Energy, Leadership
Education
Champlain College 1987 — 1988
A.S. of Science, Communciations
Salve Regina University 1985 — 1986
James Keston's Saybrook Capital Experience August 1998 - July 1999
Job Managing Director and Senior Investment Advisor at Corsair Ventures, LLC
Industry Investment Management
Experience
KFG Investment Company January 2008 - Present
Larwin Company August 2006 - January 2008
Corsair Travel August 2001 - June 2006
U.S. House of Representatives International Relations Committee March 2005 - September 2005
Executive Office of the President: OMB & USTR September 2003 - March 2005
Peace Corps January 2000 - August 2001
StreamExchange January 1999 - January 2000
Saybrook Capital August 1998 - July 1999
Skills
Small Business..., Management Consulting, Investment Advisory, Strategic Planning, Research, Business Strategy
Education
London School of Economics and Political Science 2005 — 2006
Masters Degree, International Relations
NYU Stern School of Business 2001 — 2003
MBA, International Business and Finance
Emory University 1996 — 1998
BA, International Studies
KFG Investment Company January 2008 - Present
Larwin Company August 2006 - January 2008
Corsair Travel August 2001 - June 2006
U.S. House of Representatives International Relations Committee March 2005 - September 2005
Executive Office of the President: OMB & USTR September 2003 - March 2005
Peace Corps January 2000 - August 2001
StreamExchange January 1999 - January 2000
Saybrook Capital August 1998 - July 1999
Skills
Small Business..., Management Consulting, Investment Advisory, Strategic Planning, Research, Business Strategy
Education
London School of Economics and Political Science 2005 — 2006
Masters Degree, International Relations
NYU Stern School of Business 2001 — 2003
MBA, International Business and Finance
Emory University 1996 — 1998
BA, International Studies
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY