Sterling Partners
Industry: Capital market company
DescriptionFounded: 1983 Parent organization: Sterling Capital Management LLC Subsidiary: Sterling Microcap Value Fund LP
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Sterling Partners Employees
Employee
Years
Job
Industry
Julie (Miller) Stacey Julie (Miller) Stacey's Sterling Partners Experience July 2012 - Present
Job Vice President, Talent Acquisition at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners July 2012 - Present
Sterling Partners April 2009 - June 2012
Korn/Ferry International 2007 - March 2009
Accenture 2005 - 2007
Capgemini Consulting 2002 - 2005
Arthur Andersen Business Consulting 1998 - 2002
Skills
Talent Acquisition, HRIS, Project Planning, Full-cycle Recruiting, Client Relationship..., Partner Relationship..., Human Capital Management, Organizational..., Project Implementation, Relationship Development, Inter-personal
Education
Ohio University 1994 — 1998
Bachelors of Business Administration, MIS and HR
Magnificat High School 1990 — 1994
Sterling Partners July 2012 - Present
Sterling Partners April 2009 - June 2012
Korn/Ferry International 2007 - March 2009
Accenture 2005 - 2007
Capgemini Consulting 2002 - 2005
Arthur Andersen Business Consulting 1998 - 2002
Skills
Talent Acquisition, HRIS, Project Planning, Full-cycle Recruiting, Client Relationship..., Partner Relationship..., Human Capital Management, Organizational..., Project Implementation, Relationship Development, Inter-personal
Education
Ohio University 1994 — 1998
Bachelors of Business Administration, MIS and HR
Magnificat High School 1990 — 1994
Timothy Fisher Timothy Fisher's Sterling Partners Experience June 2015 - August 2015
Job MBA Candidate for Private Equity | Kellogg School of Management | Class of 2016
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - August 2015
Frontenac Company April 2015 - June 2015
Deloitte Consulting 2011 - 2014
Deloitte Consulting 2009 - 2011
Skills
Mergers & Acquisitions, Divestitures, Due Diligence, Acquisition Integration, Financial Analysis, Financial Modeling, Data Analysis, Management Consulting, Project Management, Program Management, Microsoft Excel, PowerPoint, Training, Recruiting, Volunteer Management, Client Presentation, Scenario Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2005 — 2009
Bachelor's Degree, Mathematics
Sterling Partners June 2015 - August 2015
Frontenac Company April 2015 - June 2015
Deloitte Consulting 2011 - 2014
Deloitte Consulting 2009 - 2011
Skills
Mergers & Acquisitions, Divestitures, Due Diligence, Acquisition Integration, Financial Analysis, Financial Modeling, Data Analysis, Management Consulting, Project Management, Program Management, Microsoft Excel, PowerPoint, Training, Recruiting, Volunteer Management, Client Presentation, Scenario Analysis
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Boston College 2005 — 2009
Bachelor's Degree, Mathematics
Scott Spinney Scott Spinney's Sterling Partners Experience June 2009 - August 2009
Job Investment Banking Associate at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets July 2015 - Present
BMO Harris Bank December 2013 - July 2015
BMO Harris Bank August 2011 - December 2013
BMO Harris Bank July 2010 - August 2011
Sterling Partners June 2009 - August 2009
Skills
Commercial Banking, Credit Analysis, Leveraged Lending, Capital Structure, Financial Modeling, Corporate Finance, Financial Analysis, Middle Market, Recapitalizations, Investments, Private Equity, Valuation, Mergers, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business
BS Finance; Honors
New Trier High School
BMO Capital Markets July 2015 - Present
BMO Harris Bank December 2013 - July 2015
BMO Harris Bank August 2011 - December 2013
BMO Harris Bank July 2010 - August 2011
Sterling Partners June 2009 - August 2009
Skills
Commercial Banking, Credit Analysis, Leveraged Lending, Capital Structure, Financial Modeling, Corporate Finance, Financial Analysis, Middle Market, Recapitalizations, Investments, Private Equity, Valuation, Mergers, Financial Structuring
Education
University of Illinois at Urbana-Champaign - College of Business
BS Finance; Honors
New Trier High School
David Elfman David Elfman's Sterling Partners Experience June 2013 - August 2013
Job Operations & Logistics Manager at Uber
Industry Financial Services
Experience
Uber April 2015 - Present
Duff & Phelps July 2014 - April 2015
Sterling Partners June 2013 - August 2013
Lake of the Woods & Greenwoods Family of Camps June 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, JavaScript, Capital IQ, Bloomberg, Leadership, Community Outreach, Valuation, Analysis, Data Analysis, Equities, Finance, Financial Analysis, Investments, Portfolio Management, Social Networking
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Finance, General
Uber April 2015 - Present
Duff & Phelps July 2014 - April 2015
Sterling Partners June 2013 - August 2013
Lake of the Woods & Greenwoods Family of Camps June 2009 - August 2012
Skills
Microsoft Office, Microsoft Excel, JavaScript, Capital IQ, Bloomberg, Leadership, Community Outreach, Valuation, Analysis, Data Analysis, Equities, Finance, Financial Analysis, Investments, Portfolio Management, Social Networking
Education
University of Illinois at Urbana-Champaign 2010 — 2014
Bachelor of Science (BS), Finance, General
Beth Rahn Beth Rahn's Sterling Partners Experience June 2009 - May 2012
Job Investor Relations at McNally Capital
Industry Venture Capital & Private Equity
Experience
McNally Capital July 2013 - Present
Sterling Partners June 2009 - May 2012
Skills
Investor Relations, Equities, Project Management, Capital Markets, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, Management & Organizations
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance, Marketing
McNally Capital July 2013 - Present
Sterling Partners June 2009 - May 2012
Skills
Investor Relations, Equities, Project Management, Capital Markets, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA), Finance, Management & Organizations
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Finance, Marketing
Daniel Skowronski Daniel Skowronski's Sterling Partners Experience June 2015 - August 2015
Job MBA Candidate at Kellogg School of Management
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Sterling Partners June 2015 - August 2015
Swander Pace Capital August 2012 - July 2014
William Blair & Company December 2009 - June 2012
Houlihan Lokey July 2008 - December 2009
Credit Suisse June 2007 - August 2007
Nuveen Investments May 2006 - August 2006
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance/Philosophy
University of St. Andrews 2006 — 2006
Study Abroad
Adam Hirsen Adam Hirsen's Sterling Partners Experience February 2010 - March 2011
Job CoFounder, CEO at UPshow
Industry Online Media
Experience
UPshow January 2015 - Present
SparkReel January 2013 - Present
Meritas Family of Schools March 2010 - January 2013
Sterling Partners February 2010 - March 2011
Sterling Partners March 2008 - February 2010
PricewaterhouseCoopers August 2005 - March 2008
TextAway Mobile June 2005 - March 2008
Uptown Taxi May 2003 - September 2005
Skills
Entrepreneurship, Strategic Planning, Private Equity, Venture Capital, Angel Investing, E-commerce, Leadership, Strategy, Forecasting, Business Strategy, Mergers & Acquisitions, Start-ups, Finance, Mobile Devices, Due Diligence, Digital Media, Social Media, Social Media Marketing
Education
Miami University
Accounting, Business Legal Studies
UPshow January 2015 - Present
SparkReel January 2013 - Present
Meritas Family of Schools March 2010 - January 2013
Sterling Partners February 2010 - March 2011
Sterling Partners March 2008 - February 2010
PricewaterhouseCoopers August 2005 - March 2008
TextAway Mobile June 2005 - March 2008
Uptown Taxi May 2003 - September 2005
Skills
Entrepreneurship, Strategic Planning, Private Equity, Venture Capital, Angel Investing, E-commerce, Leadership, Strategy, Forecasting, Business Strategy, Mergers & Acquisitions, Start-ups, Finance, Mobile Devices, Due Diligence, Digital Media, Social Media, Social Media Marketing
Education
Miami University
Accounting, Business Legal Studies
Steve Dombar's Sterling Partners Experience 1998 - 2002
Job COO VP GM Operations with Expertise in ECommerce, Sales, Marketing & Finance | Open to New Opportunities
Industry Internet
Experience
Victoria Supply Inc (DBA Topbulb.com) April 2002 - April 2014
Sterling Partners 1998 - 2002
Skills
Business Strategy, Sales Management, Strategic Planning, New Business Development, Management, Valuation, Start-ups, SEO, Due Diligence, Private Equity, Contract Negotiation, Account Management, Inventory Management, E-commerce, Business Development, Financial Reporting, Business Valuation, Operations Management, Operational Planning, Store Operations, Distribution Center..., E-commerce SEO, E-commerce Optimization, Global E-commerce, Marketing, Product Marketing, Email Marketing, Online Marketing, Direct Marketing, Team Management, Customer Service, Customer Acquisition
Education
Indiana University Bloomington 1991 — 1995
Bachelor's of Science, Accounting
Victoria Supply Inc (DBA Topbulb.com) April 2002 - April 2014
Sterling Partners 1998 - 2002
Skills
Business Strategy, Sales Management, Strategic Planning, New Business Development, Management, Valuation, Start-ups, SEO, Due Diligence, Private Equity, Contract Negotiation, Account Management, Inventory Management, E-commerce, Business Development, Financial Reporting, Business Valuation, Operations Management, Operational Planning, Store Operations, Distribution Center..., E-commerce SEO, E-commerce Optimization, Global E-commerce, Marketing, Product Marketing, Email Marketing, Online Marketing, Direct Marketing, Team Management, Customer Service, Customer Acquisition
Education
Indiana University Bloomington 1991 — 1995
Bachelor's of Science, Accounting
Christy Ward's Sterling Partners Experience April 2013 - Present
Job Analyst at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners April 2013 - Present
McGladrey September 2010 - April 2013
Skills
GAAP, US GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Account Reconciliation, Assurance, Accounting Research, External Audit
Education
Virginia Commonwealth University 2009 — 2010
Master of Accountancy
James Madison University 2005 — 2009
Bachelor of Business Administration, Accounting
Sterling Partners April 2013 - Present
McGladrey September 2010 - April 2013
Skills
GAAP, US GAAP, Accounting, Auditing, Financial Reporting, Internal Controls, Financial Accounting, Account Reconciliation, Assurance, Accounting Research, External Audit
Education
Virginia Commonwealth University 2009 — 2010
Master of Accountancy
James Madison University 2005 — 2009
Bachelor of Business Administration, Accounting
Elizabeth Pryor Elizabeth Pryor's Sterling Partners Experience September 2008 - March 2013
Job Account Manager at QBiz Solutions, LLC
Industry Financial Services
Experience
Q-Biz Solutions, LLC May 2013 - Present
Sterling Partners September 2008 - March 2013
Davis, Josey, Keating & Ranes, LLC June 2004 - August 2008
Skills
Private Equity, Investments, Financial Analysis, Venture Capital, Finance, Microsoft Excel, Microsoft Office, Accounting, Corporate Finance, Financial Reporting, Leadership, Analysis, Program Management, Outlook, Management, Customer Service, Microsoft Word, Auditing, Tax, Negotiation
Education
Notre Dame of Maryland University 1998 — 2002
BA, Communications
University of Maryland University College 2003 — 2006
N/A, CPA certificate program
Q-Biz Solutions, LLC May 2013 - Present
Sterling Partners September 2008 - March 2013
Davis, Josey, Keating & Ranes, LLC June 2004 - August 2008
Skills
Private Equity, Investments, Financial Analysis, Venture Capital, Finance, Microsoft Excel, Microsoft Office, Accounting, Corporate Finance, Financial Reporting, Leadership, Analysis, Program Management, Outlook, Management, Customer Service, Microsoft Word, Auditing, Tax, Negotiation
Education
Notre Dame of Maryland University 1998 — 2002
BA, Communications
University of Maryland University College 2003 — 2006
N/A, CPA certificate program
Jake Scholl Jake Scholl's Sterling Partners Experience June 2015 - August 2015
Job Private Equity Intern at Sterling Partners
Industry
Experience
Sterling Partners June 2015 - August 2015
Mesirow Financial, Investment Banking Department June 2014 - August 2014
E.A. Langenfeld May 2013 - August 2013
Donald Fohrman and Associates Ltd. May 2013 - August 2013
Northbrook Action Baseball April 2010 - August 2013
University of Illinois Athletic Department February 2013 - May 2013
Beyond the Game Partnerships May 2012 - September 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2017
Master’s Degree, Accountancy
ESCP Europe 2015 — 2015
Glenbrook North High School 2008 — 2012
Sterling Partners June 2015 - August 2015
Mesirow Financial, Investment Banking Department June 2014 - August 2014
E.A. Langenfeld May 2013 - August 2013
Donald Fohrman and Associates Ltd. May 2013 - August 2013
Northbrook Action Baseball April 2010 - August 2013
University of Illinois Athletic Department February 2013 - May 2013
Beyond the Game Partnerships May 2012 - September 2012
Education
University of Illinois at Urbana-Champaign 2012 — 2017
Master’s Degree, Accountancy
ESCP Europe 2015 — 2015
Glenbrook North High School 2008 — 2012
Chris Corey Chris Corey's Sterling Partners Experience April 2008 - April 2011
Job Attorney at Smith, Gildea & Schmidt, LLC
Industry Law Practice
Experience
SMITH, GILDEA & SCHMIDT, LLC January 2011 - Present
Sterling Partners April 2008 - April 2011
OFFICE OF THE ATTORNEY GENERAL/ MARYLAND INSURANCE ADMINISTRATION December 2010 - January 2011
BALTIMORE CITY CIRCUIT COURT May 2009 - August 2009
WARNKEN LLC January 2009 - August 2009
Skills
Legal Research, Legal Writing, Trials, Civil Litigation, Pleadings, Criminal Law, Family Law, Appeals, Litigation
Education
University of Maryland School of Law
JD
Louisiana State University
Bachelor, Business Administration/Finance
SMITH, GILDEA & SCHMIDT, LLC January 2011 - Present
Sterling Partners April 2008 - April 2011
OFFICE OF THE ATTORNEY GENERAL/ MARYLAND INSURANCE ADMINISTRATION December 2010 - January 2011
BALTIMORE CITY CIRCUIT COURT May 2009 - August 2009
WARNKEN LLC January 2009 - August 2009
Skills
Legal Research, Legal Writing, Trials, Civil Litigation, Pleadings, Criminal Law, Family Law, Appeals, Litigation
Education
University of Maryland School of Law
JD
Louisiana State University
Bachelor, Business Administration/Finance
Jason Wyckoff's Sterling Partners Experience 2008 - 2013
Job Senior Director of Products & Engineering at NFIB
Industry Information Technology and Services
Experience
National Federation of Independent Business (NFIB) June 2015 - Present
InfoWorks, Inc. April 2014 - June 2015
America's Remote Help Desk 2013 - 2014
Sterling Partners 2008 - 2013
Stericycle 2004 - 2008
JPMorgan Chase / Bank One 2003 - 2004
Click Commerce 2001 - 2003
Accenture 1997 - 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
BS, Management Information Systems
National Federation of Independent Business (NFIB) June 2015 - Present
InfoWorks, Inc. April 2014 - June 2015
America's Remote Help Desk 2013 - 2014
Sterling Partners 2008 - 2013
Stericycle 2004 - 2008
JPMorgan Chase / Bank One 2003 - 2004
Click Commerce 2001 - 2003
Accenture 1997 - 2001
Education
University of Illinois at Urbana-Champaign - College of Business 1994 — 1997
BS, Management Information Systems
Steven Scheyer Steven Scheyer's Sterling Partners Experience December 2008 - March 2010
Job Managing Partner at Madison Franklin Partners LLC
Industry Consumer Goods
Experience
Madison Franklin Partners LLC December 2014 - Present
Blain's Farm & Fleet (Blain Supply, Inc.) May 2013 - Present
Buck Mason March 2014 - Present
Pitzer College May 2010 - Present
GoPicnic Brands, Inc. April 2014 - November 2014
Optimer Brands/DRIFIRE March 2010 - April 2013
Sterling Partners December 2008 - March 2010
Ascendia Brands February 2007 - August 2008
Newell Rubbermaid April 2001 - February 2007
starbelly.com September 1999 - April 2001
Skills
Product Development, Strategic Planning, Entrepreneurship, Business Strategy, Business Development, Marketing Strategy, New Business Development, Change Management, Start-ups, Leadership, Project Management, Sales, Negotiation, Mergers, Manufacturing, Management, Cross-functional Team..., Team Building, Strategy, Operations Management, Sales Management, Process Improvement, Competitive Analysis, Business Planning, Product Management, Team Leadership, Management Consulting, Marketing, Account Management, Forecasting, P&L Management, Contract Negotiation, Retail, Pricing, Executive Management, Strategic Partnerships, International Business, Sales Operations, Product Marketing, Leadership Development, Supply Chain, Supply Chain Management, Budgets, Coaching, B2B, Program Management, CRM, Training, Key Account Management, P&L
Education
Pitzer College 1976 — 1980
BA, Biology
Madison Franklin Partners LLC December 2014 - Present
Blain's Farm & Fleet (Blain Supply, Inc.) May 2013 - Present
Buck Mason March 2014 - Present
Pitzer College May 2010 - Present
GoPicnic Brands, Inc. April 2014 - November 2014
Optimer Brands/DRIFIRE March 2010 - April 2013
Sterling Partners December 2008 - March 2010
Ascendia Brands February 2007 - August 2008
Newell Rubbermaid April 2001 - February 2007
starbelly.com September 1999 - April 2001
Skills
Product Development, Strategic Planning, Entrepreneurship, Business Strategy, Business Development, Marketing Strategy, New Business Development, Change Management, Start-ups, Leadership, Project Management, Sales, Negotiation, Mergers, Manufacturing, Management, Cross-functional Team..., Team Building, Strategy, Operations Management, Sales Management, Process Improvement, Competitive Analysis, Business Planning, Product Management, Team Leadership, Management Consulting, Marketing, Account Management, Forecasting, P&L Management, Contract Negotiation, Retail, Pricing, Executive Management, Strategic Partnerships, International Business, Sales Operations, Product Marketing, Leadership Development, Supply Chain, Supply Chain Management, Budgets, Coaching, B2B, Program Management, CRM, Training, Key Account Management, P&L
Education
Pitzer College 1976 — 1980
BA, Biology
Keven Chin Keven Chin's Sterling Partners Experience June 2014 - Present
Job Attorney (Consultant) at Sterling Partners
Industry Law Practice
Experience
Sterling Partners June 2014 - Present
Sterling Partners September 2013 - Present
Nuveen Investments September 2013 - November 2013
State of Illinois May 2013 - August 2013
LearnLeo May 2012 - August 2012
Northwestern University School of Law May 2012 - August 2012
(Self-employed) December 2010 - June 2011
American Red Cross November 2009 - November 2010
Legal Aid of NorthWest Texas March 2009 - October 2009
Education
Northwestern University School of Law 2011 — 2014
Juris Doctor (J.D.), Certificate: Business Enterprise Concentration
Northwestern University - Kellogg School of Management 2012 — 2014
Texas A&M University 2003 — 2008
Bachelor of Arts (Honors), Maritime Studies, 3.52
Sterling Partners June 2014 - Present
Sterling Partners September 2013 - Present
Nuveen Investments September 2013 - November 2013
State of Illinois May 2013 - August 2013
LearnLeo May 2012 - August 2012
Northwestern University School of Law May 2012 - August 2012
(Self-employed) December 2010 - June 2011
American Red Cross November 2009 - November 2010
Legal Aid of NorthWest Texas March 2009 - October 2009
Education
Northwestern University School of Law 2011 — 2014
Juris Doctor (J.D.), Certificate: Business Enterprise Concentration
Northwestern University - Kellogg School of Management 2012 — 2014
Texas A&M University 2003 — 2008
Bachelor of Arts (Honors), Maritime Studies, 3.52
Richard Marks, CFA Richard Marks, CFA's Sterling Partners Experience 2010 - 2014
Job Managing Director at Breakout Capital
Industry Venture Capital & Private Equity
Experience
Breakout Capital 2014 - Present
Sterling Partners 2010 - 2014
Diamond Group 2001 - 2010
Diamond Bank, FSB 2000 - 2005
Velocity Asset Management 2000 - 2001
Castle Creek Partners 1998 - 2000
Katten Muchin Rosenman LLP 1994 - 1998
Skills
Hedge Funds, Corporate Law, Private Equity, Real Estate, Venture Capital, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Valuation, Start-ups, Corporate Finance, Alternative Investments, Community Banking, PIPEs, Strategy, Portfolio Management, Asset Management, Equities
Education
University of Chicago Law School 1991 — 1994
J.D.
University of Michigan 1986 — 1990
B.A., Economics
London School of Economics and Political Science 1989 — 1989
Francis W. Parker School 1971 — 1986
Breakout Capital 2014 - Present
Sterling Partners 2010 - 2014
Diamond Group 2001 - 2010
Diamond Bank, FSB 2000 - 2005
Velocity Asset Management 2000 - 2001
Castle Creek Partners 1998 - 2000
Katten Muchin Rosenman LLP 1994 - 1998
Skills
Hedge Funds, Corporate Law, Private Equity, Real Estate, Venture Capital, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Investments, Valuation, Start-ups, Corporate Finance, Alternative Investments, Community Banking, PIPEs, Strategy, Portfolio Management, Asset Management, Equities
Education
University of Chicago Law School 1991 — 1994
J.D.
University of Michigan 1986 — 1990
B.A., Economics
London School of Economics and Political Science 1989 — 1989
Francis W. Parker School 1971 — 1986
Brandon Coan Brandon Coan's Sterling Partners Experience June 2013 - August 2013
Job FSO Assurance Staff at EY
Industry Accounting
Experience
University of Illinois at Urbana-Champaign August 2014 - May 2015
EY May 2014 - August 2014
Sterling Partners June 2013 - August 2013
Illini Summer Opportunity Organization - ISOO January 2012 - May 2013
BigMachines June 2012 - August 2012
Sigma Alpha Mu Fraternity January 2011 - January 2012
Hi-Five Sports Clubs June 2010 - August 2011
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master in Accounting Sciences (MAS), Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
BS in Accountancy
ESCP Europe 2013 — 2013
Marketing and Management
Highland Park High School 2006 — 2010
University of Illinois at Urbana-Champaign August 2014 - May 2015
EY May 2014 - August 2014
Sterling Partners June 2013 - August 2013
Illini Summer Opportunity Organization - ISOO January 2012 - May 2013
BigMachines June 2012 - August 2012
Sigma Alpha Mu Fraternity January 2011 - January 2012
Hi-Five Sports Clubs June 2010 - August 2011
Education
University of Illinois at Urbana-Champaign 2014 — 2015
Master in Accounting Sciences (MAS), Accounting
University of Illinois at Urbana-Champaign 2010 — 2014
BS in Accountancy
ESCP Europe 2013 — 2013
Marketing and Management
Highland Park High School 2006 — 2010
Robert Marren Robert Marren's Sterling Partners Experience June 2014 - August 2014
Job Equity Research Associate at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management September 2015 - Present
Sterling Partners June 2014 - August 2014
Graham-Pelton Consulting, Inc. July 2013 - September 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Word, Social Media, Data Analysis, Higher Education, Psychology, Valuation, Social Psychology, Technology, Private Equity, Finance, Financial Accounting, Nonprofits, Ice Hockey, Lacrosse, Investments, Salesforce.com, Value Investing, Equity Research, Equity Research Analysis, Investment Management, Capital Markets, Equity Capital Markets, Corporate Finance, Oil
Education
Boston College 2011 — 2015
Bachelor's Degree, Psychology
Vanderbilt University - Owen Graduate School of Management 2013 — 2013
Accelerator Summer Business Institute
New Trier High School 2007 — 2011
MFS Investment Management September 2015 - Present
Sterling Partners June 2014 - August 2014
Graham-Pelton Consulting, Inc. July 2013 - September 2013
Skills
Teamwork, PowerPoint, Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Microsoft Word, Social Media, Data Analysis, Higher Education, Psychology, Valuation, Social Psychology, Technology, Private Equity, Finance, Financial Accounting, Nonprofits, Ice Hockey, Lacrosse, Investments, Salesforce.com, Value Investing, Equity Research, Equity Research Analysis, Investment Management, Capital Markets, Equity Capital Markets, Corporate Finance, Oil
Education
Boston College 2011 — 2015
Bachelor's Degree, Psychology
Vanderbilt University - Owen Graduate School of Management 2013 — 2013
Accelerator Summer Business Institute
New Trier High School 2007 — 2011
Patrick Quintana Patrick Quintana's Sterling Partners Experience March 2015 - June 2015
Job MBA Finance Intern at Google
Industry Venture Capital & Private Equity
Experience
Google June 2015 - Present
Sterling Partners March 2015 - June 2015
DaVita 2011 - 2014
ADP 2010 - 2011
The TriZetto Group 2009 - 2010
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The Catholic University of America 2005 — 2009
BS, Economics (Cum Laude)
Google June 2015 - Present
Sterling Partners March 2015 - June 2015
DaVita 2011 - 2014
ADP 2010 - 2011
The TriZetto Group 2009 - 2010
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
The Catholic University of America 2005 — 2009
BS, Economics (Cum Laude)
Logan Derck's Sterling Partners Experience July 2014 - Present
Job Analyst at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners July 2014 - Present
Walton Street Capital October 2013 - July 2014
Ernst & Young September 2012 - October 2013
Ernst & Young May 2010 - September 2012
Mother Bear's Pizza June 2008 - May 2010
Fort Wayne Vehicle Auction May 2007 - August 2007
14/69 Carwash Supercenter March 2005 - August 2006
Skills
Assurance, Financial Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, GAAP, External Audit, Tax, Business Valuation, Accounting, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MSA, Accounting
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Business Economics; Public Policy; Finance
Sterling Partners July 2014 - Present
Walton Street Capital October 2013 - July 2014
Ernst & Young September 2012 - October 2013
Ernst & Young May 2010 - September 2012
Mother Bear's Pizza June 2008 - May 2010
Fort Wayne Vehicle Auction May 2007 - August 2007
14/69 Carwash Supercenter March 2005 - August 2006
Skills
Assurance, Financial Accounting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Auditing, CPA, GAAP, External Audit, Tax, Business Valuation, Accounting, Financial Reporting
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MSA, Accounting
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Business; Business Economics; Public Policy; Finance
Eric Crowley Eric Crowley's Sterling Partners Experience May 2013 - June 2014
Job GE Capital
Industry Venture Capital & Private Equity
Experience
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
GE Capital June 2014 - Present
Sterling Partners May 2013 - June 2014
Spartan College of Aeronautics & Technology May 2013 - June 2014
Lazard Middle Market August 2008 - May 2013
JP Morgan June 2007 - August 2007
Cintas July 2004 - July 2006
Skills
Financial Analysis, Financial Modeling, Banking, Business Strategy, Critical Thinking, Accounting, Business Valuation, Writing, Strategy, Mergers & Acquisitions, Corporate Finance, Private Equity, Start-ups, Valuation, Strategic Partnerships, Entrepreneurship, Management, Finance, Due Diligence
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA, Accounting, Finance
Xavier University 2000 — 2004
BSBA, Management, International Business
Hannah Hale Hannah Hale's Sterling Partners Experience August 2010 - July 2012
Job Chief of Staff at Lucky Brand
Industry Financial Services
Experience
Lucky Brand June 2015 - Present
Lucky Brand February 2015 - June 2015
Sterling Partners August 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Development, Venture Capital, Corporate Finance, Due Diligence, Capital, Investments, Mergers, Financial Analysis, Finance, Entrepreneurship, DCF, Capital Markets, Strategy, Equities, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Bloomberg
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California
Bachelors of Science, Business Administration
Lucky Brand June 2015 - Present
Lucky Brand February 2015 - June 2015
Sterling Partners August 2010 - July 2012
Merrill Lynch July 2008 - July 2010
Skills
LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Corporate Development, Venture Capital, Corporate Finance, Due Diligence, Capital, Investments, Mergers, Financial Analysis, Finance, Entrepreneurship, DCF, Capital Markets, Strategy, Equities, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Hedge Funds, Bloomberg
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Southern California
Bachelors of Science, Business Administration
Diana Lee Diana Lee's Sterling Partners Experience May 2009 - February 2010
Job Executive Vice President, Human Resources at Sesame Workshop
Industry Human Resources
Experience
Sesame Workshop May 2015 - Present
Aljazeera America September 2013 - May 2015
Sojitz Corporation May 2010 - September 2013
Sterling Partners May 2009 - February 2010
MTV Networks October 1997 - September 2008
American Express September 1988 - October 1997
JP Morgan Chase June 1980 - September 1988
Skills
Organizational..., Organizational Design, HR Transformation, Change Management, Total Rewards, Compensation & Benefits..., Leadership Development, Succession Planning, HR Infrastructure, Talent Acquisition, Global Talent Management, M&A Integrations, Divestitures, Employee Relations, Diversity Training, Diversity & Inclusion, Performance Management, High Volume Staffing, Recruiting, Campus Recruiting, Reduction in Force (RIF), Entertainment, Retail
Education
Institute for Architecture and Urban Studies 1976 — 1977
Architecture
Oberlin College 1972 — 1976
A.B., Art History
Sesame Workshop May 2015 - Present
Aljazeera America September 2013 - May 2015
Sojitz Corporation May 2010 - September 2013
Sterling Partners May 2009 - February 2010
MTV Networks October 1997 - September 2008
American Express September 1988 - October 1997
JP Morgan Chase June 1980 - September 1988
Skills
Organizational..., Organizational Design, HR Transformation, Change Management, Total Rewards, Compensation & Benefits..., Leadership Development, Succession Planning, HR Infrastructure, Talent Acquisition, Global Talent Management, M&A Integrations, Divestitures, Employee Relations, Diversity Training, Diversity & Inclusion, Performance Management, High Volume Staffing, Recruiting, Campus Recruiting, Reduction in Force (RIF), Entertainment, Retail
Education
Institute for Architecture and Urban Studies 1976 — 1977
Architecture
Oberlin College 1972 — 1976
A.B., Art History
Jeff Hyman's Sterling Partners Experience July 2006 - January 2008
Job Startup Therapist: startuptherapist.com
Industry Venture Capital & Private Equity
Experience
Startup Therapist December 2014 - Present
Retrofit November 2014 - Present
Retrofit July 2011 - October 2014
Strong Suit January 2008 - July 2011
Sterling Partners July 2006 - January 2008
Dyson June 2004 - March 2006
Canal Street Talent May 2002 - May 2004
Heidrick & Struggles, Mgmt Search Division 2001 - 2002
Career Central 1995 - 2001
Cruel World 1995 - 2001
Skills
Strategy Development, Talent Acquisition, Marketing Strategy, Strategic Planning, Mergers, Business Analysis, Training, Strategy, Healthcare, Mergers & Acquisitions, Leadership, Start-ups, Competitive Analysis, Entrepreneurship, New Business Development, Management, Management Consulting, Organizational..., Sales Management, Marketing, Product Management, Team Building, Product Development, Cross-functional Team..., Sales, Market Research, Business Strategy, Business Development, Online Marketing, Budgets, Salesforce.com, Product Marketing, CRM, Account Management, Strategic Partnerships, Brand Management, Lead Generation, Executive Management, B2B, Marketing Management, Recruiting, Direct Marketing, SaaS, P&L Management, Business Planning, Marketing Communications, E-commerce, Email Marketing
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Marketing
Startup Therapist December 2014 - Present
Retrofit November 2014 - Present
Retrofit July 2011 - October 2014
Strong Suit January 2008 - July 2011
Sterling Partners July 2006 - January 2008
Dyson June 2004 - March 2006
Canal Street Talent May 2002 - May 2004
Heidrick & Struggles, Mgmt Search Division 2001 - 2002
Career Central 1995 - 2001
Cruel World 1995 - 2001
Skills
Strategy Development, Talent Acquisition, Marketing Strategy, Strategic Planning, Mergers, Business Analysis, Training, Strategy, Healthcare, Mergers & Acquisitions, Leadership, Start-ups, Competitive Analysis, Entrepreneurship, New Business Development, Management, Management Consulting, Organizational..., Sales Management, Marketing, Product Management, Team Building, Product Development, Cross-functional Team..., Sales, Market Research, Business Strategy, Business Development, Online Marketing, Budgets, Salesforce.com, Product Marketing, CRM, Account Management, Strategic Partnerships, Brand Management, Lead Generation, Executive Management, B2B, Marketing Management, Recruiting, Direct Marketing, SaaS, P&L Management, Business Planning, Marketing Communications, E-commerce, Email Marketing
Education
Northwestern University - Kellogg School of Management 1994 — 1995
MBA, Marketing
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Marketing
Derek Green's Sterling Partners Experience April 2013 - June 2013
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Indiana University - Kelley School of Business August 2012 - May 2014
Deutsche Bank June 2013 - August 2013
Sterling Partners April 2013 - June 2013
PwC June 2012 - August 2012
Zhena's Gypsy Tea 2010 - 2010
Skills
Financial Analysis, Accounting, Data Analysis, Microsoft Excel, Teamwork, Investment Banking, Financial Modeling, Microsoft Word, Valuation, Corporate Finance, Tax, Business Valuation, Economics, Financial Accounting, Finance, Financial Statements
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2009 — 2014
Bachelor of Science (BS), Accounting
Indiana University - Kelley School of Business August 2012 - May 2014
Deutsche Bank June 2013 - August 2013
Sterling Partners April 2013 - June 2013
PwC June 2012 - August 2012
Zhena's Gypsy Tea 2010 - 2010
Skills
Financial Analysis, Accounting, Data Analysis, Microsoft Excel, Teamwork, Investment Banking, Financial Modeling, Microsoft Word, Valuation, Corporate Finance, Tax, Business Valuation, Economics, Financial Accounting, Finance, Financial Statements
Education
Indiana University - Kelley School of Business 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
Indiana University - Kelley School of Business 2009 — 2014
Bachelor of Science (BS), Accounting
Robert Madorsky Robert Madorsky's Sterling Partners Experience June 2009 - August 2009
Job MBA Candidate at Chicago Booth
Industry Management Consulting
Experience
Pfizer June 2015 - August 2015
L.E.K. Consulting September 2010 - July 2014
University of Michigan January 2008 - April 2010
Sterling Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Problem Solving, Business Strategy, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Management Consulting, Competitive Analysis, Economics, Market Research, Quantitative Analytics, Mergers, Strategic Consulting, Venture Capital, Mergers & Acquisitions, Corporate Development, Strategy, Analytics, Market Analysis, Market Entry, Spanish Translation
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Gulliver 2002 — 2006
International Baccalaureate
Pfizer June 2015 - August 2015
L.E.K. Consulting September 2010 - July 2014
University of Michigan January 2008 - April 2010
Sterling Partners June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Microsoft Office, Problem Solving, Business Strategy, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Private Equity, Data Analysis, Management Consulting, Competitive Analysis, Economics, Market Research, Quantitative Analytics, Mergers, Strategic Consulting, Venture Capital, Mergers & Acquisitions, Corporate Development, Strategy, Analytics, Market Analysis, Market Entry, Spanish Translation
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
BBA, Finance
Gulliver 2002 — 2006
International Baccalaureate
Lauren Sullivan's Sterling Partners Experience July 2014 - Present
Job Associate at Sterling Partners
Industry Financial Services
Experience
Sterling Partners July 2014 - Present
Merrill Lynch June 2011 - June 2014
PNC May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Sterling Partners July 2014 - Present
Merrill Lynch June 2011 - June 2014
PNC May 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
David A. (Dave) Falter David A. (Dave) Falter's Sterling Partners Experience March 2008 - October 2010
Job President and Chief Executive Officer at Antenna International
Industry Venture Capital & Private Equity
Experience
Acorn Growth Partners April 2014 - Present
Antenna International April 2014 - Present
Antenna International April 2014 - Present
Jefferson Scholars Foundation April 2014 - Present
Yapta March 2008 - Present
Gnip September 2013 - June 2014
Acorn Growth Partners October 2010 - April 2014
Sterling Partners March 2008 - October 2010
Optimer Brands ( a Sterling portfolio company) October 2008 - January 2010
Galileo International January 2006 - December 2007
Skills
Entrepreneurship, New Business Development, Change Management, Restructuring, Team Leadership, Joint Ventures, Market Analysis, IT Strategy, Capitalization, Operational Streamlining, Data Warehousing, Strategic Planning, Sales, Strategy, Consulting, Mergers & Acquisitions, Management Consulting, Venture Capital, Management, Talent Management, Business Development, Selling, Business Process..., Due Diligence, Start-ups, Enterprise Software, Strategic Partnerships, Market Research, Leadership, Corporate Development, Marketing, Executive Management, Business Planning, Competitive Analysis, Business Strategy, Investments, Private Equity, Product Development, Sales Management, Financial Analysis, E-commerce, Operations Management, Analytics, Cross-functional Team..., Executive Coaching, Product Management, Angel Investing, Acquisition Integration, Product Marketing, SaaS
Education
Kellogg School of Mgmt, Northwestern Univ 1989 — 1993
M.B.A, Strategy & Mgmt
University of Virginia 1983 — 1984
M.A., English
Miami University 1979 — 1983
BA, English & Political Science
Acorn Growth Partners April 2014 - Present
Antenna International April 2014 - Present
Antenna International April 2014 - Present
Jefferson Scholars Foundation April 2014 - Present
Yapta March 2008 - Present
Gnip September 2013 - June 2014
Acorn Growth Partners October 2010 - April 2014
Sterling Partners March 2008 - October 2010
Optimer Brands ( a Sterling portfolio company) October 2008 - January 2010
Galileo International January 2006 - December 2007
Skills
Entrepreneurship, New Business Development, Change Management, Restructuring, Team Leadership, Joint Ventures, Market Analysis, IT Strategy, Capitalization, Operational Streamlining, Data Warehousing, Strategic Planning, Sales, Strategy, Consulting, Mergers & Acquisitions, Management Consulting, Venture Capital, Management, Talent Management, Business Development, Selling, Business Process..., Due Diligence, Start-ups, Enterprise Software, Strategic Partnerships, Market Research, Leadership, Corporate Development, Marketing, Executive Management, Business Planning, Competitive Analysis, Business Strategy, Investments, Private Equity, Product Development, Sales Management, Financial Analysis, E-commerce, Operations Management, Analytics, Cross-functional Team..., Executive Coaching, Product Management, Angel Investing, Acquisition Integration, Product Marketing, SaaS
Education
Kellogg School of Mgmt, Northwestern Univ 1989 — 1993
M.B.A, Strategy & Mgmt
University of Virginia 1983 — 1984
M.A., English
Miami University 1979 — 1983
BA, English & Political Science
Chance Olson's Sterling Partners Experience June 2012 - August 2012
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2013 - Present
Sterling Partners June 2012 - August 2012
J.P. Morgan July 2008 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Bloomberg, Due Diligence, Capital Markets, Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Equity Research, Corporate Development, Venture Capital, Finance, Alternative Investments, Economics, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Business Management
CFA
McKinsey & Company 2013 - Present
Sterling Partners June 2012 - August 2012
J.P. Morgan July 2008 - July 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Private Equity, Bloomberg, Due Diligence, Capital Markets, Equities, Investments, Fixed Income, Portfolio Management, Asset Management, Equity Research, Corporate Development, Venture Capital, Finance, Alternative Investments, Economics, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA)
Brigham Young University 2004 — 2008
Bachelor of Science (BS), Business Management
CFA
Shari Young Lewis Shari Young Lewis's Sterling Partners Experience 2006 - 2006
Job Senior Private Equity Consultant Aon Hewitt Investment Consulting
Industry Venture Capital & Private Equity
Experience
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
Aon Hewitt Investment Consulting 2007 - Present
Sterling Partners 2006 - 2006
Sandbox Industries 2005 - 2005
ThinkEquity Partners 2004 - 2004
Chicago Venture Partners and Clarion Management 2001 - 2003
First Annapolis Consulting and Capital 1999 - 2001
Skills
Venture Capital, Start-ups, Equities, Investments, Growth Capital, Private Equity, Investment Banking, Hedge Funds, Mezzanine, Fund Of Funds
Education
The University of Chicago Booth School of Business 2004 — 2006
MBA, Business- Concentration in Finance, Accounting, and Entrepreneurship
Emory University - Goizueta Business School 1995 — 1999
BBA, Business- concentration in Finance and Marketing
Semester at Sea 1998 — 1998
Semester abroad
William Albright William Albright's Sterling Partners Experience 2010 - Present
Job CEO at Longview Funds and Longview Strategic Research , Commodity Indexes and Funds
Industry Financial Services
Experience
Sterling Partners 2010 - Present
Longview Funds Management August 2005 - Present
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Emerging Markets, Asset Management, Investments, Capital Markets, Securities, Venture Capital, Private Equity, Portfolio Management, Equities, Valuation, Finance, Trading, Mutual Funds, Commodity, Options, Equity Research, Financial Markets, Investment Banking, Entrepreneurship, Corporate Finance, Equity Derivatives, Due Diligence, ETFs, Financial Analysis, Morningstar, Asset Allocation, Electronic Trading, Mergers & Acquisitions, Investment Strategies, Investment Management, Corporate Development, Trading Strategies, Bonds, Structured Products, Derivatives, Series 7
Education
University of Maryland College Park
BA
Sterling Partners 2010 - Present
Longview Funds Management August 2005 - Present
Skills
Alternative Investments, Hedge Funds, Financial Modeling, Emerging Markets, Asset Management, Investments, Capital Markets, Securities, Venture Capital, Private Equity, Portfolio Management, Equities, Valuation, Finance, Trading, Mutual Funds, Commodity, Options, Equity Research, Financial Markets, Investment Banking, Entrepreneurship, Corporate Finance, Equity Derivatives, Due Diligence, ETFs, Financial Analysis, Morningstar, Asset Allocation, Electronic Trading, Mergers & Acquisitions, Investment Strategies, Investment Management, Corporate Development, Trading Strategies, Bonds, Structured Products, Derivatives, Series 7
Education
University of Maryland College Park
BA
Samir Shah's Sterling Partners Experience September 2010 - Present
Job VP of Product Management at BASELAYER
Industry Information Technology and Services
Experience
BASELAYER December 2014 - Present
Sterling Partners September 2010 - Present
IO March 2014 - December 2014
IO September 2010 - March 2014
MK Capital June 2009 - October 2009
ARCH Venture Partners March 2009 - June 2009
Hitachi Global Storage Technologies August 2004 - August 2008
IBM\JDS Uniphase August 2001 - August 2004
Skills
Business Strategy, Strategy, Entrepreneurship, Accounting, Private Equity, Venture Capital, Finance, Investments, Financial Modeling, Business Development, Board of Directors..., Due Diligence, Mergers, Competitive Analysis, Strategic Planning, Start-ups, Product Management, Product Development, Project Management, Management Consulting, Strategic Partnerships, R&D, Manufacturing..., Cloud Computing, Nanotechnology, Electrical Engineering, Fiber Optics, Hard Drives, Quantum Mechanics, Medical Devices, Medical Imaging, Cross-functional Team..., Data Center, Executive Management, Integration, Financial Analysis, Mergers & Acquisitions, New Business Development, Business Alliances, Corporate Finance
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Managment, Accounting
University of Illinois at Urbana-Champaign 1999 — 2001
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Electrical Engineering
BASELAYER December 2014 - Present
Sterling Partners September 2010 - Present
IO March 2014 - December 2014
IO September 2010 - March 2014
MK Capital June 2009 - October 2009
ARCH Venture Partners March 2009 - June 2009
Hitachi Global Storage Technologies August 2004 - August 2008
IBM\JDS Uniphase August 2001 - August 2004
Skills
Business Strategy, Strategy, Entrepreneurship, Accounting, Private Equity, Venture Capital, Finance, Investments, Financial Modeling, Business Development, Board of Directors..., Due Diligence, Mergers, Competitive Analysis, Strategic Planning, Start-ups, Product Management, Product Development, Project Management, Management Consulting, Strategic Partnerships, R&D, Manufacturing..., Cloud Computing, Nanotechnology, Electrical Engineering, Fiber Optics, Hard Drives, Quantum Mechanics, Medical Devices, Medical Imaging, Cross-functional Team..., Data Center, Executive Management, Integration, Financial Analysis, Mergers & Acquisitions, New Business Development, Business Alliances, Corporate Finance
Education
The University of Chicago - Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Strategic Managment, Accounting
University of Illinois at Urbana-Champaign 1999 — 2001
MS, Electrical Engineering
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Electrical Engineering
Steve Hanon 韩迪文 Steve Hanon 韩迪文's Sterling Partners Experience March 2009 - May 2011
Job Private Equity CFO
Industry Education Management
Experience
Avenues: The World School April 2011 - Present
Sterling Partners March 2009 - May 2011
Catterton Partners 2006 - 2009
Scripps Networks Interactive May 2004 - February 2007
Ralph Lauren July 2002 - January 2004
L Brands (formerly Limited, Inc.) January 2000 - May 2002
Foot Locker November 1997 - January 2000
PepsiCo March 1994 - November 1997
Price Waterhouse April 1991 - April 1994
May Department Stores Company (acquired by Macy's Inc.) August 1988 - April 1991
Skills
Strategy, Strategic Planning, Start-ups, Mergers & Acquisitions, Private Equity, Leadership, Management, Finance, Due Diligence, Mergers, Corporate Development, Financial Modeling, Business Strategy, Analysis, E-commerce, Executive Management, Restructuring, Financial Reporting, Portfolio Management, Operational Excellence, Operational Improvement, International Growth, Managerial Finance, Strategic Partnerships, Entrepreneurship, Financial Management, Board Governance, Acquisition Integration, Sales Operations, Venture Capital, Operations Management, Strategic Financial..., Financial Analysis, Consumer Products, Fashion, Retail, Educational Leadership, Data Modeling, Data Visualization, Customer Engagement, Corporate Governance
Education
Washington University in St. Louis 1986 — 1988
MBA - Olin School of Business, Finance & Strategy
Purdue University 1980 — 1984
Bachelor of Science (B.S.) - Krannert School of Management, General Management
Universidad Complutense de Madrid 1982 — 1983
Certificate Program in Spanish Language and Literature, Facultad de Filosofía y Letras, Junior Year Abroad Program.
Avenues: The World School April 2011 - Present
Sterling Partners March 2009 - May 2011
Catterton Partners 2006 - 2009
Scripps Networks Interactive May 2004 - February 2007
Ralph Lauren July 2002 - January 2004
L Brands (formerly Limited, Inc.) January 2000 - May 2002
Foot Locker November 1997 - January 2000
PepsiCo March 1994 - November 1997
Price Waterhouse April 1991 - April 1994
May Department Stores Company (acquired by Macy's Inc.) August 1988 - April 1991
Skills
Strategy, Strategic Planning, Start-ups, Mergers & Acquisitions, Private Equity, Leadership, Management, Finance, Due Diligence, Mergers, Corporate Development, Financial Modeling, Business Strategy, Analysis, E-commerce, Executive Management, Restructuring, Financial Reporting, Portfolio Management, Operational Excellence, Operational Improvement, International Growth, Managerial Finance, Strategic Partnerships, Entrepreneurship, Financial Management, Board Governance, Acquisition Integration, Sales Operations, Venture Capital, Operations Management, Strategic Financial..., Financial Analysis, Consumer Products, Fashion, Retail, Educational Leadership, Data Modeling, Data Visualization, Customer Engagement, Corporate Governance
Education
Washington University in St. Louis 1986 — 1988
MBA - Olin School of Business, Finance & Strategy
Purdue University 1980 — 1984
Bachelor of Science (B.S.) - Krannert School of Management, General Management
Universidad Complutense de Madrid 1982 — 1983
Certificate Program in Spanish Language and Literature, Facultad de Filosofía y Letras, Junior Year Abroad Program.
Stacy Brodie Dull's Sterling Partners Experience June 2010 - Present
Job Executive Assistant at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Lauren Wayne Lauren Wayne's Sterling Partners Experience April 2007 - May 2010
Job Director of Investor Reporting at Continental Realty Corporation in Baltimore
Industry Real Estate
Experience
Continental Realty Corporation in Baltimore June 2010 - Present
Sterling Partners April 2007 - May 2010
PwC November 2003 - March 2007
Skills
Real Estate, Property Management, Investment Properties, Leases, Apartments, Rentals, Commercial Real Estate, Real Estate Transactions, Due Diligence, Lease Administration
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Continental Realty Corporation in Baltimore June 2010 - Present
Sterling Partners April 2007 - May 2010
PwC November 2003 - March 2007
Skills
Real Estate, Property Management, Investment Properties, Leases, Apartments, Rentals, Commercial Real Estate, Real Estate Transactions, Due Diligence, Lease Administration
Education
University of Maryland College Park 1999 — 2003
Bachelor of Science (B.S.), Accounting and Finance
Sara Tumen Sara Tumen's Sterling Partners Experience March 2014 - Present
Job Director, Communications and Marketing at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners March 2014 - Present
Sterling Partners October 2013 - February 2014
Sterling Partners February 2013 - September 2013
Sterling Partners April 2012 - January 2013
Sterling Partners September 2010 - April 2012
United States Department of the Interior February 2009 - August 2010
Deepwater Horizon Response May 2010 - June 2010
Obama-Biden Presidential Transition Team November 2008 - January 2009
Obama For America National Campaign Headquarters April 2008 - November 2008
Education
University of Michigan 2004 — 2008
BA, English
Sterling Partners March 2014 - Present
Sterling Partners October 2013 - February 2014
Sterling Partners February 2013 - September 2013
Sterling Partners April 2012 - January 2013
Sterling Partners September 2010 - April 2012
United States Department of the Interior February 2009 - August 2010
Deepwater Horizon Response May 2010 - June 2010
Obama-Biden Presidential Transition Team November 2008 - January 2009
Obama For America National Campaign Headquarters April 2008 - November 2008
Education
University of Michigan 2004 — 2008
BA, English
Tim Loomer's Sterling Partners Experience 2015 - 2015
Job Global CEO and Corporate Director
Industry Information Technology and Services
Experience
EDGE Edtech Accelerator May 2015 - Present
Gulfstream Strategies January 2013 - Present
EducationDynamics April 2014 - Present
Half Pops January 2014 - Present
Sterling Partners 2015 - 2015
Sterling Partners 2015 - 2015
Campus Management February 2008 - 2013
Leeds Equity May 2007 - February 2008
Scantron January 1996 - May 2007
Automatic Data Processing (ADP) 1990 - 1995
Skills
Strategic Partnerships, Strategic Planning, SaaS, Salesforce.com, Networking, Start-ups, E-Learning, Staff Development, Product Management, Lead Generation, Enterprise Software, Go-to-market Strategy, Team Building, Educational Technology, Higher Education, Business Development, Solution Selling, CRM, Strategy, Program Management, Marketing, Leadership, New Business Development, Direct Sales, Executive Management, Entrepreneurship, Business Strategy, Distance Learning, Cross-functional Team..., Product Marketing, Strategic Leadership, Analytics, Project Management, Admissions, Management, Leadership Development, Business Intelligence, Competitive Analysis, Professional Services, Consulting, Management Consulting
Education
Stanford University Graduate School of Business
Masters, Business
University of Washington
BA, Finance, Marketing
EDGE Edtech Accelerator May 2015 - Present
Gulfstream Strategies January 2013 - Present
EducationDynamics April 2014 - Present
Half Pops January 2014 - Present
Sterling Partners 2015 - 2015
Sterling Partners 2015 - 2015
Campus Management February 2008 - 2013
Leeds Equity May 2007 - February 2008
Scantron January 1996 - May 2007
Automatic Data Processing (ADP) 1990 - 1995
Skills
Strategic Partnerships, Strategic Planning, SaaS, Salesforce.com, Networking, Start-ups, E-Learning, Staff Development, Product Management, Lead Generation, Enterprise Software, Go-to-market Strategy, Team Building, Educational Technology, Higher Education, Business Development, Solution Selling, CRM, Strategy, Program Management, Marketing, Leadership, New Business Development, Direct Sales, Executive Management, Entrepreneurship, Business Strategy, Distance Learning, Cross-functional Team..., Product Marketing, Strategic Leadership, Analytics, Project Management, Admissions, Management, Leadership Development, Business Intelligence, Competitive Analysis, Professional Services, Consulting, Management Consulting
Education
Stanford University Graduate School of Business
Masters, Business
University of Washington
BA, Finance, Marketing
Bobby Torbeck's Sterling Partners Experience April 2014 - May 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sterling Partners April 2014 - May 2014
Deloitte June 2013 - August 2013
Australian Accounting Standards Board June 2012 - July 2012
Jamos Capital, LLC May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Microsoft Excel, Investment Banking
Education
Indiana University Bloomington 2013 — 2015
3/2 Master of Business Administration, Accounting and Finance
Indiana University Bloomington 2010 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Bank of America Merrill Lynch July 2015 - Present
Bank of America Merrill Lynch June 2014 - August 2014
Sterling Partners April 2014 - May 2014
Deloitte June 2013 - August 2013
Australian Accounting Standards Board June 2012 - July 2012
Jamos Capital, LLC May 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Microsoft Excel, Investment Banking
Education
Indiana University Bloomington 2013 — 2015
3/2 Master of Business Administration, Accounting and Finance
Indiana University Bloomington 2010 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Steve Ham's Sterling Partners Experience 2010 - 2011
Job CFO at N12 Technologies, Inc.
Industry Investment Management
Experience
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
Paul Seppanen Paul Seppanen's Sterling Partners Experience 2011 - 2012
Job Vice President Corporate and Business Development at Desert NDT
Industry Oil & Energy
Experience
Desert NDT 2012 - Present
Sterling Partners 2011 - 2012
Broadwind Energy 2009 - 2011
BOC Edwards 2003 - 2008
Kinetics Group 1996 - 2002
Skills
Inspection, Manufacturing, Pipelines, Strategy, NDT, Private Equity, Wind Turbines, Mergers & Acquisitions, Due Diligence, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Renewable Energy, Cross-functional Team..., Energy, Management Consulting, Engineering, Venture Capital, Corporate Finance, Leadership, Product Management, Negotiation, International Business, Acquisitions, Executive Management, Mergers, Engineering Management, Entrepreneurship, Contract Negotiation, Risk Management, Contract Management, Financial Analysis, Construction, Management, Forecasting, Operations Management, Financial Modeling
Education
Stanford University 1995 — 1996
Masters, Construction Engineering and Management
Worcester Polytechnic Institute 1992 — 1995
Bachelors, Civil Engineering
Desert NDT 2012 - Present
Sterling Partners 2011 - 2012
Broadwind Energy 2009 - 2011
BOC Edwards 2003 - 2008
Kinetics Group 1996 - 2002
Skills
Inspection, Manufacturing, Pipelines, Strategy, NDT, Private Equity, Wind Turbines, Mergers & Acquisitions, Due Diligence, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Renewable Energy, Cross-functional Team..., Energy, Management Consulting, Engineering, Venture Capital, Corporate Finance, Leadership, Product Management, Negotiation, International Business, Acquisitions, Executive Management, Mergers, Engineering Management, Entrepreneurship, Contract Negotiation, Risk Management, Contract Management, Financial Analysis, Construction, Management, Forecasting, Operations Management, Financial Modeling
Education
Stanford University 1995 — 1996
Masters, Construction Engineering and Management
Worcester Polytechnic Institute 1992 — 1995
Bachelors, Civil Engineering
jenny morgan jenny morgan's Sterling Partners Experience September 2006 - July 2009
Job CEO | Entrepeneur | Federal Reserve Board Director | Board Director
Industry Information Technology and Services
Experience
Johns Hopkins University Carey Business School April 2015 - Present
basys, inc. July 2009 - Present
Mirixa Corporation February 2009 - Present
Federal Reserve Board of Richmond January 2009 - December 2014
Sterling Partners September 2006 - July 2009
ViPS March 1984 - June 2006
Emdeon (formerly WebMD) 1984 - 1986
Skills
Strategic Planning, Software Development, Healthcare Information..., Project Management, Product Management, Business Analysis, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
The Johns Hopkins University 1984 — 1986
Masters, Administrative Science
Brandeis University 1977 — 1981
BA, Economics
Johns Hopkins University Carey Business School April 2015 - Present
basys, inc. July 2009 - Present
Mirixa Corporation February 2009 - Present
Federal Reserve Board of Richmond January 2009 - December 2014
Sterling Partners September 2006 - July 2009
ViPS March 1984 - June 2006
Emdeon (formerly WebMD) 1984 - 1986
Skills
Strategic Planning, Software Development, Healthcare Information..., Project Management, Product Management, Business Analysis, Corporate Development, Mergers & Acquisitions, Venture Capital
Education
The Johns Hopkins University 1984 — 1986
Masters, Administrative Science
Brandeis University 1977 — 1981
BA, Economics
Pace Kessenich Pace Kessenich's Sterling Partners Experience January 2000 - October 2001
Job Financial Advisor at WMS Partners
Industry Financial Services
Experience
WMS Partners May 2007 - Present
UBS Wealth Management 2005 - 2007
Townsend Capital, LLC November 2001 - March 2005
Sterling Partners January 2000 - October 2001
CEMCOM Corporation July 1995 - May 1998
Colgate University January 1992 - June 1995
United States Navy 1982 - March 1991
Education
Columbia University - Columbia Business School 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Rensselaer Polytechnic Institute 1987 — 1989
Master's degree, Industrial Engineering
United States Naval Academy 1978 — 1982
Bachelor's degree, Mathematics
WMS Partners May 2007 - Present
UBS Wealth Management 2005 - 2007
Townsend Capital, LLC November 2001 - March 2005
Sterling Partners January 2000 - October 2001
CEMCOM Corporation July 1995 - May 1998
Colgate University January 1992 - June 1995
United States Navy 1982 - March 1991
Education
Columbia University - Columbia Business School 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General
Rensselaer Polytechnic Institute 1987 — 1989
Master's degree, Industrial Engineering
United States Naval Academy 1978 — 1982
Bachelor's degree, Mathematics
Matthew Lilja, CPA Matthew Lilja, CPA's Sterling Partners Experience October 2012 - Present
Job Assistant Controller at Sterling Partners
Industry Accounting
Experience
Sterling Partners October 2012 - Present
McGladrey January 2010 - October 2012
Skills
GAAP, Financial Reporting, Accounting, US GAAP, SEC filings
Education
James Madison University - College of Business 2005 — 2009
BBA, Accounting & Finance
Sterling Partners October 2012 - Present
McGladrey January 2010 - October 2012
Skills
GAAP, Financial Reporting, Accounting, US GAAP, SEC filings
Education
James Madison University - College of Business 2005 — 2009
BBA, Accounting & Finance
Charlie Weil's Sterling Partners Experience May 2013 - August 2013
Job Student at Indiana University Bloomington
Industry Venture Capital & Private Equity
Experience
Sterling Partners May 2013 - August 2013
Joy of the Game October 2010 - January 2011
Skills
Communication, Leadership, Teamwork, Risk Assessment
Education
Indiana University Bloomington 2013 — 2017
Sterling Partners May 2013 - August 2013
Joy of the Game October 2010 - January 2011
Skills
Communication, Leadership, Teamwork, Risk Assessment
Education
Indiana University Bloomington 2013 — 2017
Adam East's Sterling Partners Experience February 2011 - Present
Job Director at Sterling Partners
Industry Financial Services
Experience
Sterling Capital Partners February 2014 - Present
Sterling Partners February 2011 - Present
AEG Partners January 2009 - June 2009
American Capital Strategies July 2006 - December 2008
Skills
Private Equity, Valuation, Financial Analysis, Due Diligence, Capital IQ, Equities, Finance, Business Planning, Mergers & Acquisitions, Microsoft Office, Business Objects, Research, Bonds, PowerPoint, Cash Management, Portfolio Management, iLevel, Strategy, Business Development, Management, Financial Services
Education
Loyola University Chicago 2004 — 2006
BBA, Finance, Marketing
Western Michigan University 2002 — 2004
n/a, Finance, Accounting
Sterling Capital Partners February 2014 - Present
Sterling Partners February 2011 - Present
AEG Partners January 2009 - June 2009
American Capital Strategies July 2006 - December 2008
Skills
Private Equity, Valuation, Financial Analysis, Due Diligence, Capital IQ, Equities, Finance, Business Planning, Mergers & Acquisitions, Microsoft Office, Business Objects, Research, Bonds, PowerPoint, Cash Management, Portfolio Management, iLevel, Strategy, Business Development, Management, Financial Services
Education
Loyola University Chicago 2004 — 2006
BBA, Finance, Marketing
Western Michigan University 2002 — 2004
n/a, Finance, Accounting
John Signa's Sterling Partners Experience March 2011 - Present
Job Finance & Accounting Professional
Industry Venture Capital & Private Equity
Experience
Sterling Partners March 2011 - Present
Signature Homes & Flats 2005 - Present
Cardinal Growth June 2009 - May 2011
McGladrey December 2005 - May 2009
Cortina Tool & Molding April 2004 - November 2005
Skills
Financial Analysis, Private Equity, Finance, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Investments, Portfolio Management, Venture Capital, Valuation, Accounting, Business Valuation, Capital, Equities, Financial Reporting, Middle Market, Real Estate, LBO, Acquisitions
Education
Dominican University 2002 — 2003
MBA, Finance
Dominican University 1998 — 2002
B.S., Accounting
Sterling Partners March 2011 - Present
Signature Homes & Flats 2005 - Present
Cardinal Growth June 2009 - May 2011
McGladrey December 2005 - May 2009
Cortina Tool & Molding April 2004 - November 2005
Skills
Financial Analysis, Private Equity, Finance, Corporate Finance, Mergers & Acquisitions, Financial Modeling, Investments, Portfolio Management, Venture Capital, Valuation, Accounting, Business Valuation, Capital, Equities, Financial Reporting, Middle Market, Real Estate, LBO, Acquisitions
Education
Dominican University 2002 — 2003
MBA, Finance
Dominican University 1998 — 2002
B.S., Accounting
Alex Berghorst Alex Berghorst's Sterling Partners Experience June 2013 - August 2013
Job Associate TMT Investment Banking at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities July 2014 - Present
Sterling Partners June 2013 - August 2013
ExxonMobil July 2009 - June 2012
Skills
New Business Development, Engineering, Sales, Business Strategy, Operations Analysis, Leadership, Energy, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Investment Research
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BSE, Mechanical Engineering
Wells Fargo Securities July 2014 - Present
Sterling Partners June 2013 - August 2013
ExxonMobil July 2009 - June 2012
Skills
New Business Development, Engineering, Sales, Business Strategy, Operations Analysis, Leadership, Energy, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Investment Research
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BSE, Mechanical Engineering
Caroline McBride's Sterling Partners Experience June 2008 - November 2012
Job Business Development Manager at Jenner & Block
Industry Marketing and Advertising
Experience
Jenner & Block May 2015 - Present
Jenner & Block November 2014 - May 2015
Jenner & Block November 2012 - November 2014
Sterling Partners June 2008 - November 2012
Centrum Properties June 2007 - August 2007
Skills
Marketing Strategy, Social Media, Strategy, Marketing, Event Planning, New Business Development, Social Media Marketing, Market Research, Business Strategy, Entrepreneurship, Strategic Planning, Social Networking, Start-ups, Business Development
Education
Miami University 2004 — 2008
Bachelor of Science (BS)
Woodlands Academy of the Sacred Heart 2000 — 2004
Jenner & Block May 2015 - Present
Jenner & Block November 2014 - May 2015
Jenner & Block November 2012 - November 2014
Sterling Partners June 2008 - November 2012
Centrum Properties June 2007 - August 2007
Skills
Marketing Strategy, Social Media, Strategy, Marketing, Event Planning, New Business Development, Social Media Marketing, Market Research, Business Strategy, Entrepreneurship, Strategic Planning, Social Networking, Start-ups, Business Development
Education
Miami University 2004 — 2008
Bachelor of Science (BS)
Woodlands Academy of the Sacred Heart 2000 — 2004
Matt Hankins Matt Hankins's Sterling Partners Experience June 2009 - Present
Job Principal at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2009 - Present
Hyde Park Angels October 2008 - May 2009
Metropolitan Capital Bank January 2005 - September 2008
JPMorgan Chase September 2002 - December 2004
Accenture September 2000 - August 2002
Ford Motor Company 1998 - 1998
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Management and Organizational Behavior
University of Michigan 1996 — 2000
BSE, Mechanical Engineering
Farmington High
Sterling Partners June 2009 - Present
Hyde Park Angels October 2008 - May 2009
Metropolitan Capital Bank January 2005 - September 2008
JPMorgan Chase September 2002 - December 2004
Accenture September 2000 - August 2002
Ford Motor Company 1998 - 1998
Education
The University of Chicago Booth School of Business 2008 — 2010
MBA, Finance, Entrepreneurship, Management and Organizational Behavior
University of Michigan 1996 — 2000
BSE, Mechanical Engineering
Farmington High
Rick Inatome's Sterling Partners Experience February 2003 - 2012
Job CEO at The InfiLaw System
Industry Education Management
Experience
The InfiLaw System February 2004 - Present
RL Polk 1998 - 2013
Sterling Capital Partners February 2004 - August 2012
Sterling Partners February 2003 - 2012
AAA Michigan 1997 - 2011
AAA Michigan 1995 - 2010
Mentor Capital Partners January 1995 - February 2004
ZapMe! 1999 - 2001
American Speedy/Allegra 1994 - 1999
Chamber of Commerce 1990 - 1999
Skills
Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Private Equity, Strategy, Portfolio Management, Business Strategy, Leadership, Management Consulting, Change Management, Social Media, Strategic Partnerships, Entrepreneurship, New Business Development, Start-ups, Business Development, Mergers, Leadership Development, Team Building, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Marketing Strategy, Due Diligence, Program Management, Negotiation, Budgets, Organizational..., Forecasting, CRM
Education
Michigan State University 1971 — 1976
Cousino
The InfiLaw System February 2004 - Present
RL Polk 1998 - 2013
Sterling Capital Partners February 2004 - August 2012
Sterling Partners February 2003 - 2012
AAA Michigan 1997 - 2011
AAA Michigan 1995 - 2010
Mentor Capital Partners January 1995 - February 2004
ZapMe! 1999 - 2001
American Speedy/Allegra 1994 - 1999
Chamber of Commerce 1990 - 1999
Skills
Management, Mergers & Acquisitions, Executive Management, Strategic Planning, Private Equity, Strategy, Portfolio Management, Business Strategy, Leadership, Management Consulting, Change Management, Social Media, Strategic Partnerships, Entrepreneurship, New Business Development, Start-ups, Business Development, Mergers, Leadership Development, Team Building, Process Improvement, Project Management, Financial Analysis, Microsoft Excel, Marketing Strategy, Due Diligence, Program Management, Negotiation, Budgets, Organizational..., Forecasting, CRM
Education
Michigan State University 1971 — 1976
Cousino
Cindy Siegel Cindy Siegel's Sterling Partners Experience October 2008 - April 2013
Job Executive Assistant at SunSource
Industry Marketing and Advertising
Experience
SunSource May 2013 - Present
Sterling Partners October 2008 - April 2013
Concept Shopping, Inc. October 1999 - July 2008
Allen Levis Organization December 1997 - October 1999
Radio Shack September 1994 - January 1996
Skills
Human Resources, Marketing, Financial Analysis, Project Management, Event Planning, Business Strategy, Heavy Calendaring, Leadership, Strategic Planning, Executive..., Entrepreneurship, Management, Process Improvement
Education
Augustana College
SunSource May 2013 - Present
Sterling Partners October 2008 - April 2013
Concept Shopping, Inc. October 1999 - July 2008
Allen Levis Organization December 1997 - October 1999
Radio Shack September 1994 - January 1996
Skills
Human Resources, Marketing, Financial Analysis, Project Management, Event Planning, Business Strategy, Heavy Calendaring, Leadership, Strategic Planning, Executive..., Entrepreneurship, Management, Process Improvement
Education
Augustana College
Whitney Bloomer Krutulis Whitney Bloomer Krutulis's Sterling Partners Experience February 2015 - Present
Job Director of Business Development at Sterling Partners
Industry Financial Services
Experience
Sterling Partners February 2015 - Present
Sterling Partners October 2012 - February 2015
Cooney and Conway May 2011 - May 2012
John F. Decker, Emeritus Professor, DePaul University College of Law June 2010 - May 2012
DecisionQuest January 2009 - August 2009
Hermes of Paris June 2007 - August 2007
Skills
Business Development, Personal Injury, Microsoft Word, Research, Legal Writing, Public Relations, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Securities, Social Networking, Strategy, Facebook, Legal Research, Private Equity, Investor Relations, Admitted to Practice, Trial Consulting, Westlaw, Writing, Organization, Organizational..., Efficiency, Time Management, Multi Tasking, Outlook, Salesforce.com, Preqin, Windows, Twitter, Instagram, Adobe Acrobat, Dropbox, Communication, Prezi, WordPress, PC, Mac, iOS, Mac OS X
Education
DePaul University College of Law 2009 — 2012
JD
Emory University 2005 — 2009
BA, Sociology
New Trier High School 2001 — 2005
Sterling Partners February 2015 - Present
Sterling Partners October 2012 - February 2015
Cooney and Conway May 2011 - May 2012
John F. Decker, Emeritus Professor, DePaul University College of Law June 2010 - May 2012
DecisionQuest January 2009 - August 2009
Hermes of Paris June 2007 - August 2007
Skills
Business Development, Personal Injury, Microsoft Word, Research, Legal Writing, Public Relations, PowerPoint, Microsoft Office, Event Planning, Microsoft Excel, Securities, Social Networking, Strategy, Facebook, Legal Research, Private Equity, Investor Relations, Admitted to Practice, Trial Consulting, Westlaw, Writing, Organization, Organizational..., Efficiency, Time Management, Multi Tasking, Outlook, Salesforce.com, Preqin, Windows, Twitter, Instagram, Adobe Acrobat, Dropbox, Communication, Prezi, WordPress, PC, Mac, iOS, Mac OS X
Education
DePaul University College of Law 2009 — 2012
JD
Emory University 2005 — 2009
BA, Sociology
New Trier High School 2001 — 2005
April Cochran April Cochran's Sterling Partners Experience September 2009 - October 2012
Job Bid/Audit Associate at The Alba Law Group
Industry Electrical/Electronic Manufacturing
Experience
The Alba Law Group April 2014 - Present
Deca, Inc. November 2013 - April 2014
Fallston Seafood March 2013 - April 2014
Sterling Partners September 2009 - October 2012
Skills
Microsoft Excel, CRM, Human Resources, Recruiting, Training, Leadership, Marketing, Management, Finance, Microsoft Word
Education
Towson University 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Harford Community College 2005 — 2007
Associate's degree, General Studies, concentration in English
The Alba Law Group April 2014 - Present
Deca, Inc. November 2013 - April 2014
Fallston Seafood March 2013 - April 2014
Sterling Partners September 2009 - October 2012
Skills
Microsoft Excel, CRM, Human Resources, Recruiting, Training, Leadership, Marketing, Management, Finance, Microsoft Word
Education
Towson University 2007 — 2009
Bachelor's degree, Business Administration and Management, General
Harford Community College 2005 — 2007
Associate's degree, General Studies, concentration in English
Ted Panarese's Sterling Partners Experience January 2011 - April 2013
Job Private Equity Investment Professional
Industry Venture Capital & Private Equity
Experience
Sterling Partners January 2011 - April 2013
AdapTable Systems January 2009 - October 2010
Billboard Bands February 2007 - August 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Venture Capital, Corporate Finance, Due Diligence, Microsoft Excel, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, Investment Banking, Business Valuation, LBO, Management, Strategy
Education
Cornell University 2005 — 2009
BA, Hotel Administration
Milton Academy 1993 — 2005
Sterling Partners January 2011 - April 2013
AdapTable Systems January 2009 - October 2010
Billboard Bands February 2007 - August 2007
Skills
Private Equity, Corporate Development, Financial Modeling, Valuation, Venture Capital, Corporate Finance, Due Diligence, Microsoft Excel, Investments, Financial Analysis, M&A experience, Mergers & Acquisitions, Investment Banking, Business Valuation, LBO, Management, Strategy
Education
Cornell University 2005 — 2009
BA, Hotel Administration
Milton Academy 1993 — 2005
Jim Boyce Jim Boyce's Sterling Partners Experience June 2013 - Present
Job VP of Information Technology at Sterling Partners
Industry Information Technology and Services
Experience
Sterling Partners June 2013 - Present
GTCR LLC January 2009 - June 2013
GTCR Golder Rauner, LLC February 2008 - December 2008
RWK Design March 2005 - December 2008
ATI Physical Therapy November 2007 - February 2008
Vibes Media June 2007 - November 2007
Obama for America March 2007 - June 2007
Vibes Media September 2006 - March 2007
CorSolutions March 2005 - March 2006
Qualistics May 2004 - December 2004
Skills
Active Directory, SharePoint, Data Center, Microsoft Exchange, Disaster Recovery, Microsoft SQL Server, Troubleshooting, VPN, Management, Cloud Applications, Cisco Technologies, Microsoft Technologies, Help Desk Support, Servers
Education
Florida Atlantic University 1994 — 1996
BBA, Management Information Systems
Sterling Partners June 2013 - Present
GTCR LLC January 2009 - June 2013
GTCR Golder Rauner, LLC February 2008 - December 2008
RWK Design March 2005 - December 2008
ATI Physical Therapy November 2007 - February 2008
Vibes Media June 2007 - November 2007
Obama for America March 2007 - June 2007
Vibes Media September 2006 - March 2007
CorSolutions March 2005 - March 2006
Qualistics May 2004 - December 2004
Skills
Active Directory, SharePoint, Data Center, Microsoft Exchange, Disaster Recovery, Microsoft SQL Server, Troubleshooting, VPN, Management, Cloud Applications, Cisco Technologies, Microsoft Technologies, Help Desk Support, Servers
Education
Florida Atlantic University 1994 — 1996
BBA, Management Information Systems
Dan Fletcher Dan Fletcher's Sterling Partners Experience May 2011 - September 2013
Job Senior Associate at Alvarez & Marsal
Industry Management Consulting
Experience
Alvarez & Marsal April 2014 - Present
Sterling Partners May 2011 - September 2013
Allstate Investments September 2010 - May 2011
PricewaterhouseCoopers August 2007 - May 2010
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Financial Reporting, Investments, Due Diligence, Capital Markets, Equities, Derivatives, Corporate Finance, Accounting, Fixed Assets, Securities, Budgets, Cash Flow Forecasting, Finance, Business Valuation, Mergers & Acquisitions, Strategic Financial..., Treasury Management
Education
University of Missouri-Columbia, College of Business 2006 — 2007
Masters, Accountancy
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science, Accountancy
Alvarez & Marsal April 2014 - Present
Sterling Partners May 2011 - September 2013
Allstate Investments September 2010 - May 2011
PricewaterhouseCoopers August 2007 - May 2010
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Financial Reporting, Investments, Due Diligence, Capital Markets, Equities, Derivatives, Corporate Finance, Accounting, Fixed Assets, Securities, Budgets, Cash Flow Forecasting, Finance, Business Valuation, Mergers & Acquisitions, Strategic Financial..., Treasury Management
Education
University of Missouri-Columbia, College of Business 2006 — 2007
Masters, Accountancy
University of Missouri-Columbia, College of Business 2002 — 2006
Bachelor of Science, Accountancy
Gianni Pesce Gianni Pesce's Sterling Partners Experience May 2012 - June 2014
Job Manager, Financial Planning and Analysis
Industry Venture Capital & Private Equity
Experience
Keypath Education June 2014 - Present
Sterling Partners May 2012 - June 2014
Citizens Bank July 2007 - May 2012
JPMorgan Chase September 2004 - July 2007
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Banking, Private Equity, Equities, Risk Management, iLevel, DCF Valuation, Management, Finance, IRR, Valuation Modeling, Financial Reporting, Capital IQ, Forecasting, Commercial Banking, Morningstar, Retail Banking, Accounting, Capex, Strategy, Sales Management, Business Development, Retail Sales, Retaining Customers
Education
Elmhurst College 2008 — 2010
MBA
North Central College 1999 — 2003
Bachelor of Arts (B.A.), Finance, General
Keypath Education June 2014 - Present
Sterling Partners May 2012 - June 2014
Citizens Bank July 2007 - May 2012
JPMorgan Chase September 2004 - July 2007
Skills
Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investments, Banking, Private Equity, Equities, Risk Management, iLevel, DCF Valuation, Management, Finance, IRR, Valuation Modeling, Financial Reporting, Capital IQ, Forecasting, Commercial Banking, Morningstar, Retail Banking, Accounting, Capex, Strategy, Sales Management, Business Development, Retail Sales, Retaining Customers
Education
Elmhurst College 2008 — 2010
MBA
North Central College 1999 — 2003
Bachelor of Arts (B.A.), Finance, General
Brett Mitchell Brett Mitchell's Sterling Partners Experience June 2011 - January 2012
Job Principal at McNally Capital
Industry Venture Capital & Private Equity
Experience
Government Sourcing Solutions July 2015 - Present
ITS Logistics February 2015 - Present
McNally Capital February 2015 - Present
McNally Capital June 2013 - February 2015
McNally Capital March 2012 - June 2013
Sterling Partners June 2011 - January 2012
McNally Capital November 2010 - June 2011
Monitor Group September 2006 - July 2010
Inspire Nonprofit Consulting May 2009 - April 2010
The Aerospace Corporation June 2004 - August 2005
Skills
Financial Modeling, Private Equity, Business Strategy, Management Consulting, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Entrepreneurship, Management and Organizations
Massachusetts Institute of Technology
Aeronautical and Astronautical Engineering with Information Technology, Artificial Intelligence, International Relations
Government Sourcing Solutions July 2015 - Present
ITS Logistics February 2015 - Present
McNally Capital February 2015 - Present
McNally Capital June 2013 - February 2015
McNally Capital March 2012 - June 2013
Sterling Partners June 2011 - January 2012
McNally Capital November 2010 - June 2011
Monitor Group September 2006 - July 2010
Inspire Nonprofit Consulting May 2009 - April 2010
The Aerospace Corporation June 2004 - August 2005
Skills
Financial Modeling, Private Equity, Business Strategy, Management Consulting, Valuation, Strategy, Due Diligence, Mergers & Acquisitions, Corporate Finance, Financial Analysis
Education
Northwestern University - Kellogg School of Management
MBA, Finance, Entrepreneurship, Management and Organizations
Massachusetts Institute of Technology
Aeronautical and Astronautical Engineering with Information Technology, Artificial Intelligence, International Relations
Martha Conrad Martha Conrad's Sterling Partners Experience September 2005 - September 2009
Job Mortgage Loan Originator at United Carolina Group/ Flaherty Funding
Industry Human Resources
Experience
United Carolina Group/ Flaherty Funding September 2009 - Present
Sterling Partners September 2005 - September 2009
Alexander County Schools August 1978 - June 2005
Education
University of North Carolina at Greensboro 1973 — 1976
BA, Drama/Speech
United Carolina Group/ Flaherty Funding September 2009 - Present
Sterling Partners September 2005 - September 2009
Alexander County Schools August 1978 - June 2005
Education
University of North Carolina at Greensboro 1973 — 1976
BA, Drama/Speech
Avi Epstein Avi Epstein's Sterling Partners Experience April 2008 - Present
Job General Counsel, Chief Compliance Officer and Principal at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners April 2008 - Present
Kaplan Financial April 2006 - March 2008
Kaplan Professional June 2005 - March 2008
Katten Muchin Rosenman LLP September 1999 - June 2005
Skills
Mergers & Acquisitions, Mergers, Corporate Law, Securities, Start-ups, Strategic Planning, Investments, Executive Management, Venture Capital, Corporate Development, Strategic Partnerships, M&A experience, Corporate Governance, Contract Negotiation, Valuation, Business Strategy, Due Diligence, Private Equity
Education
Harvard Law School 1996 — 1999
J.D.
The Ohio State University 1991 — 1996
B.A., Political Science
Sterling Partners April 2008 - Present
Kaplan Financial April 2006 - March 2008
Kaplan Professional June 2005 - March 2008
Katten Muchin Rosenman LLP September 1999 - June 2005
Skills
Mergers & Acquisitions, Mergers, Corporate Law, Securities, Start-ups, Strategic Planning, Investments, Executive Management, Venture Capital, Corporate Development, Strategic Partnerships, M&A experience, Corporate Governance, Contract Negotiation, Valuation, Business Strategy, Due Diligence, Private Equity
Education
Harvard Law School 1996 — 1999
J.D.
The Ohio State University 1991 — 1996
B.A., Political Science
Philip Alphonse's Sterling Partners Experience 2002 - 2012
Job Partner at The Vistria Group
Industry Venture Capital & Private Equity
Experience
The Vistria Group 2013 - Present
Sterling Partners 2002 - 2012
Skills
LBO, Venture Capital, Corporate Development, Private Equity, Valuation, Capital, Investments, Portfolio Management, Due Diligence, Financial Modeling, New Ventures, Strategy, Licensing, Mergers, Tax, Financial Services, Mergers & Acquisitions, Corporate Finance, Investment Banking, Start-ups, Entrepreneurship, Buyouts, Growth Capital, Financial Structuring, Investor Relations, M&A experience, Alternative Investments, Angel Investing, Leveraged Finance, Restructuring, Emerging Markets
Education
Stanford University 1997 — 1999
MBA
Harvard University 1989 — 1993
Government
The Vistria Group 2013 - Present
Sterling Partners 2002 - 2012
Skills
LBO, Venture Capital, Corporate Development, Private Equity, Valuation, Capital, Investments, Portfolio Management, Due Diligence, Financial Modeling, New Ventures, Strategy, Licensing, Mergers, Tax, Financial Services, Mergers & Acquisitions, Corporate Finance, Investment Banking, Start-ups, Entrepreneurship, Buyouts, Growth Capital, Financial Structuring, Investor Relations, M&A experience, Alternative Investments, Angel Investing, Leveraged Finance, Restructuring, Emerging Markets
Education
Stanford University 1997 — 1999
MBA
Harvard University 1989 — 1993
Government
Joaquin Alvarez MHR Joaquin Alvarez MHR's Sterling Partners Experience March 2012 - September 2012
Job Manager, HR Operations at Digital Risk
Industry Human Resources
Experience
Digital Risk January 2015 - Present
Digital Risk October 2012 - January 2015
Sandata - Contract position August 2012 - September 2012
Sterling Partners March 2012 - September 2012
ISGF, LLC November 2008 - January 2012
Sterling Partners (Staffing and Recruiting industry) March 2008 - December 2008
NSHMBA - Orlando Chapter March 2008 - December 2008
Disney Vacation Club January 2005 - June 2007
Marriott Vacation Club International January 2004 - December 2004
US Airways October 1987 - 2003
Skills
Applicant Tracking..., Employee Relations, Technical Recruiting, Recruiting, Talent Acquisition, Employee Training, Sourcing, Management, Human Resources, College Recruiting, Account Management, Internet Recruiting, Benefits Negotiation, Training, Leadership, Vendor Management, Sales, Talent Management, Leadership Development, Interviews, Executive Search, Contract Recruitment, Temporary Placement, Onboarding, Screening, Staffing Services, Networking, Screening Resumes, Resume Writing, Temporary Staffing, Hiring, Workforce Planning, Personnel Management
Education
Rollins College 1997 — 2001
MHR, Human Resources
Rollins College 1998 — 1999
BA, Organizational Communication
Colegio La Merced
La Merced
Santa Fe Community College
A.S, Computer Programming
Digital Risk January 2015 - Present
Digital Risk October 2012 - January 2015
Sandata - Contract position August 2012 - September 2012
Sterling Partners March 2012 - September 2012
ISGF, LLC November 2008 - January 2012
Sterling Partners (Staffing and Recruiting industry) March 2008 - December 2008
NSHMBA - Orlando Chapter March 2008 - December 2008
Disney Vacation Club January 2005 - June 2007
Marriott Vacation Club International January 2004 - December 2004
US Airways October 1987 - 2003
Skills
Applicant Tracking..., Employee Relations, Technical Recruiting, Recruiting, Talent Acquisition, Employee Training, Sourcing, Management, Human Resources, College Recruiting, Account Management, Internet Recruiting, Benefits Negotiation, Training, Leadership, Vendor Management, Sales, Talent Management, Leadership Development, Interviews, Executive Search, Contract Recruitment, Temporary Placement, Onboarding, Screening, Staffing Services, Networking, Screening Resumes, Resume Writing, Temporary Staffing, Hiring, Workforce Planning, Personnel Management
Education
Rollins College 1997 — 2001
MHR, Human Resources
Rollins College 1998 — 1999
BA, Organizational Communication
Colegio La Merced
La Merced
Santa Fe Community College
A.S, Computer Programming
Zachary Roys Zachary Roys's Sterling Partners Experience January 2015 - March 2015
Job Financial Analyst for Spectrum Health
Industry Financial Services
Experience
Spectrum Health August 2015 - Present
Spectrum Health December 2012 - August 2015
Sterling Partners January 2015 - March 2015
CSM Group May 2014 - August 2014
Skills
Teamwork, Payroll, Accounting, Microsoft Word, Time Management, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Bookkeeping, Access, Financial Accounting, Tax, Research, English, Income Tax, Data Entry, Analysis, Forecasting, Finance, Business Objects
Education
Davenport University 2012 — 2014
Bachelor of Business Administration, Finance, General, Graduate
Wayland Union High School 2009 — 2012
HS Diploma
Spectrum Health August 2015 - Present
Spectrum Health December 2012 - August 2015
Sterling Partners January 2015 - March 2015
CSM Group May 2014 - August 2014
Skills
Teamwork, Payroll, Accounting, Microsoft Word, Time Management, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Bookkeeping, Access, Financial Accounting, Tax, Research, English, Income Tax, Data Entry, Analysis, Forecasting, Finance, Business Objects
Education
Davenport University 2012 — 2014
Bachelor of Business Administration, Finance, General, Graduate
Wayland Union High School 2009 — 2012
HS Diploma
Benjamin Chukerman's Sterling Partners Experience May 2010 - August 2010
Job Financial Analyst at Symphony Post Acute Network
Industry Financial Services
Experience
Symphony Post Acute Network October 2013 - Present
Interra Realty, LLC June 2011 - October 2013
Sterling Partners May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Profit, Financial Planning, Real Estate Transactions, Commercial Real Estate, Internal Controls, Leases, Acquisitions, Underwriting, Finance, Microsoft Excel, Valuation, Investments, PowerPoint, Social Media, Private Equity, Management, Due Diligence, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's, Finance
Symphony Post Acute Network October 2013 - Present
Interra Realty, LLC June 2011 - October 2013
Sterling Partners May 2010 - August 2010
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Profit, Financial Planning, Real Estate Transactions, Commercial Real Estate, Internal Controls, Leases, Acquisitions, Underwriting, Finance, Microsoft Excel, Valuation, Investments, PowerPoint, Social Media, Private Equity, Management, Due Diligence, Leadership
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor's, Finance
Douglas Rosenstein Douglas Rosenstein's Sterling Partners Experience August 2011 - July 2013
Job Senior Associate at Gridiron Capital LLC
Industry Venture Capital & Private Equity
Experience
Gridiron Capital LLC July 2015 - Present
Pritzker Group April 2014 - August 2014
Sterling Partners August 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
-, --, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, LBO, Due Diligence, Financial Analysis, Investments, Venture Capital, DCF, Business Valuation, Alternative Investments, Finance, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Gridiron Capital LLC July 2015 - Present
Pritzker Group April 2014 - August 2014
Sterling Partners August 2011 - July 2013
Bank of America Merrill Lynch July 2009 - June 2011
Skills
-, --, Mergers & Acquisitions, Valuation, Financial Modeling, Private Equity, Investment Banking, Corporate Finance, LBO, Due Diligence, Financial Analysis, Investments, Venture Capital, DCF, Business Valuation, Alternative Investments, Finance, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indiana University - Kelley School of Business 2005 — 2009
Bachelor of Science, Finance
Eric Wippman Eric Wippman's Sterling Partners Experience June 2013 - August 2013
Job Business Analyst
Industry Financial Services
Experience
Megalytics LLC July 2015 - Present
Sterling Partners June 2013 - August 2013
DRIFIRE September 2012 - February 2013
Meritas Family of Schools June 2011 - September 2011
Skills
Microsoft Excel, Social Media, Leadership, Investments, Microsoft Word, PowerPoint, Research, Microsoft Office
Education
University of Denver 2011 — 2015
Bachelor of Science (BS), Environmental Science
Megalytics LLC July 2015 - Present
Sterling Partners June 2013 - August 2013
DRIFIRE September 2012 - February 2013
Meritas Family of Schools June 2011 - September 2011
Skills
Microsoft Excel, Social Media, Leadership, Investments, Microsoft Word, PowerPoint, Research, Microsoft Office
Education
University of Denver 2011 — 2015
Bachelor of Science (BS), Environmental Science
Rob Polston Rob Polston's Sterling Partners Experience August 2006 - October 2007
Job CEO, Laureate Online Education International
Industry Higher Education
Experience
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
Laureate International Universities December 2014 - Present
Laureate International Universities January 2014 - Present
Laureate International Universities January 2011 - Present
Laureate Education January 2010 - January 2011
Laureate Education October 2007 - February 2010
Sterling Partners August 2006 - October 2007
Career Education Corporation April 2004 - August 2006
Allied Capital Corporation 1999 - 2002
Bank of America 1998 - 1999
Robert W. Baird & Co. 1995 - 1999
Skills
Mergers, Venture Capital, Private Equity, Restructuring, Strategy, Investments, LBO, IPO, Acquisitions, Leveraged Finance, Buyouts, Growth Capital, Financial Modeling, Corporate Development, Acquisition Integration, Corporate Finance, Due Diligence, Executive Management, Investment Banking, M, Management, Mergers, Recruiting, Start-ups, Strategic Planning, Valuation, Leadership
Education
University of Chicago Graduate School of Business 2000 — 2003
MBA
Northwestern University 1991 — 1995
BA
Fenwick High School 1987 — 1991
High School Diploma with Honors
Alex Cohn Alex Cohn's Sterling Partners Experience June 2014 - August 2014
Job Student at University of Pennsylvania
Industry Financial Services
Experience
Beth Tfiloh Camps June 2015 - August 2015
Sterling Partners June 2014 - August 2014
Maryland General Assembly February 2014 - March 2014
Maryland Office of the Public Defender May 2012 - August 2013
Education
University of Pennsylvania 2014 — 2018
Bachelor’s Degree, Political Science
Beth Tfiloh Dahan Community Day School 2010 — 2014
High School
Beth Tfiloh Camps June 2015 - August 2015
Sterling Partners June 2014 - August 2014
Maryland General Assembly February 2014 - March 2014
Maryland Office of the Public Defender May 2012 - August 2013
Education
University of Pennsylvania 2014 — 2018
Bachelor’s Degree, Political Science
Beth Tfiloh Dahan Community Day School 2010 — 2014
High School
Danny Arvizu's Sterling Partners Experience January 2013 - June 2013
Job Web Developer
Industry Program Development
Experience
Inditex August 2014 - February 2015
Papyrus - Recycled Paper Greetings August 2013 - June 2014
Sterling Partners January 2013 - June 2013
New Futuro August 2011 - December 2012
Skills
Social Media Marketing, Social Media, JavaScript, CSS, HTML5, Web Development, Web Design, Advertising, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Sales, Public Speaking, Leadership, Spanish, Event Planning, Public Relations, Event Management
Education
Columbia College Chicago 2014 — 2015
Fashion Studies, Freshman
Cristo Rey Jesuit High School 2009 — 2014
High School
Inditex August 2014 - February 2015
Papyrus - Recycled Paper Greetings August 2013 - June 2014
Sterling Partners January 2013 - June 2013
New Futuro August 2011 - December 2012
Skills
Social Media Marketing, Social Media, JavaScript, CSS, HTML5, Web Development, Web Design, Advertising, Marketing, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Sales, Public Speaking, Leadership, Spanish, Event Planning, Public Relations, Event Management
Education
Columbia College Chicago 2014 — 2015
Fashion Studies, Freshman
Cristo Rey Jesuit High School 2009 — 2014
High School
Michael Slovitt's Sterling Partners Experience June 2009 - August 2009
Job Associate Director at Berkadia
Industry Real Estate
Experience
Berkadia October 2014 - Present
Berkadia January 2013 - October 2014
Berkadia December 2010 - January 2013
Berkadia June 2010 - December 2010
Sterling Partners June 2009 - August 2009
Shiner Capital Partners May 2008 - August 2008
Slovitt's Backyard Rinks November 2003 - April 2006
Skills
Valuation, Due Diligence, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate, Private Equity, Portfolio Management, Asset Management, Equities, Entrepreneurship, Disposition, Loans, Financial Modeling, Financial Analysis, Investments, Finance, Capital Markets
Education
University of Michigan 2006 — 2010
BA, Political Science
Berkadia October 2014 - Present
Berkadia January 2013 - October 2014
Berkadia December 2010 - January 2013
Berkadia June 2010 - December 2010
Sterling Partners June 2009 - August 2009
Shiner Capital Partners May 2008 - August 2008
Slovitt's Backyard Rinks November 2003 - April 2006
Skills
Valuation, Due Diligence, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Real Estate, Private Equity, Portfolio Management, Asset Management, Equities, Entrepreneurship, Disposition, Loans, Financial Modeling, Financial Analysis, Investments, Finance, Capital Markets
Education
University of Michigan 2006 — 2010
BA, Political Science
Eva Kamau Eva Kamau's Sterling Partners Experience June 2013 - July 2013
Job Incoming Financial Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley April 2015 - Present
Artemis Real Estate Partners July 2014 - August 2014
Sterling Partners June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Foreign Languages
Education
University of Maryland College Park 2012 — 2016
BS, Accounting and Finance, Freshman
Eastern Technical High School 2008 — 2012
Morgan Stanley April 2015 - Present
Artemis Real Estate Partners July 2014 - August 2014
Sterling Partners June 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Foreign Languages
Education
University of Maryland College Park 2012 — 2016
BS, Accounting and Finance, Freshman
Eastern Technical High School 2008 — 2012
Robert Young Robert Young's Sterling Partners Experience 2011 - 2011
Job Vice President, Marlin Equity Partners
Industry Venture Capital & Private Equity
Experience
Marlin Equity Partners July 2012 - Present
CompassLearning 2013 - Present
SigmaCare 2013 - Present
Sterling Partners 2011 - 2011
Marlin Equity Partners January 2006 - July 2010
Wedbush Securities January 2005 - December 2005
Platinum Equity September 2003 - December 2004
Skills
Venture Capital, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Mergers, Investments, Corporate Finance, Business Strategy, LBO, Corporate Development
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Southern California
BS, Business Economics and Consulting
University of Southern California - Marshall School of Business
Marlin Equity Partners July 2012 - Present
CompassLearning 2013 - Present
SigmaCare 2013 - Present
Sterling Partners 2011 - 2011
Marlin Equity Partners January 2006 - July 2010
Wedbush Securities January 2005 - December 2005
Platinum Equity September 2003 - December 2004
Skills
Venture Capital, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Mergers, Investments, Corporate Finance, Business Strategy, LBO, Corporate Development
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA)
University of Southern California
BS, Business Economics and Consulting
University of Southern California - Marshall School of Business
Chris Lanshe Chris Lanshe's Sterling Partners Experience February 2013 - June 2013
Job Senior Associate at Fifth Street Asset Management
Industry Venture Capital & Private Equity
Experience
Fifth Street Asset Management June 2014 - Present
Sterling Partners February 2013 - June 2013
Ranch Capital, LLC May 2011 - August 2012
L.E.K. Consulting September 2007 - May 2011
Lite-On IT Corporation June 2006 - August 2006
Skills
Deal Structuring, Private Equity, Business Valuation, Client Engagement, Business Strategy, Financial Modeling, Team Leadership, Management Consulting, Statistical Modeling, Finance, Investments, Analysis, Due Diligence, Acquisition Integration, Negotiation, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Graduated with Honors
Brigham Young University 2004 — 2007
BS, Finance
Seoul International School (Korea)
International School of Kuala Lumpur (Malaysia)
Westwood High School (Austin, TX)
Fifth Street Asset Management June 2014 - Present
Sterling Partners February 2013 - June 2013
Ranch Capital, LLC May 2011 - August 2012
L.E.K. Consulting September 2007 - May 2011
Lite-On IT Corporation June 2006 - August 2006
Skills
Deal Structuring, Private Equity, Business Valuation, Client Engagement, Business Strategy, Financial Modeling, Team Leadership, Management Consulting, Statistical Modeling, Finance, Investments, Analysis, Due Diligence, Acquisition Integration, Negotiation, Valuation, Venture Capital
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (MBA), Finance, Graduated with Honors
Brigham Young University 2004 — 2007
BS, Finance
Seoul International School (Korea)
International School of Kuala Lumpur (Malaysia)
Westwood High School (Austin, TX)
Bill Durden Bill Durden's Sterling Partners Experience August 2013 - Present
Job Dean, School of Business and Entrepreneurship, Bath Spa University
Industry Higher Education
Experience
School of Business and Entrepreneurship November 2014 - Present
Johns Hopkins University September 2014 - Present
Sterling Partners August 2013 - Present
Shorelight Education 2013 - Present
Dickinson College 1999 - 2013
Sylvan Academy 1997 - 1999
U.S. Department of State 1986 - 1997
Johns Hopkins University 1981 - 1997
Johns Hopkins University 1981 - 1997
Western Carolina University May 1985 - September 1985
Skills
Nonprofits, Entrepreneurship, Research, Public Speaking, Strategic Planning, Higher Education, Teaching, Event Planning
Education
The Johns Hopkins University 1974 — 1977
Doctor of Philosophy (Ph.D.), German Language and Literature
University of Münster 1975 — 1975
Graduate Exchange
The Johns Hopkins University 1972 — 1974
Master of Arts (M.A.), German Literature and Language
Universität Basel 1971 — 1972
Fullbright Scholar
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), German and Philosophy
The University of Freiburg 1969 — 1970
Study Year Abroad with Institute for European Studies
School of Business and Entrepreneurship November 2014 - Present
Johns Hopkins University September 2014 - Present
Sterling Partners August 2013 - Present
Shorelight Education 2013 - Present
Dickinson College 1999 - 2013
Sylvan Academy 1997 - 1999
U.S. Department of State 1986 - 1997
Johns Hopkins University 1981 - 1997
Johns Hopkins University 1981 - 1997
Western Carolina University May 1985 - September 1985
Skills
Nonprofits, Entrepreneurship, Research, Public Speaking, Strategic Planning, Higher Education, Teaching, Event Planning
Education
The Johns Hopkins University 1974 — 1977
Doctor of Philosophy (Ph.D.), German Language and Literature
University of Münster 1975 — 1975
Graduate Exchange
The Johns Hopkins University 1972 — 1974
Master of Arts (M.A.), German Literature and Language
Universität Basel 1971 — 1972
Fullbright Scholar
Dickinson College 1967 — 1971
Bachelor of Arts (B.A.), German and Philosophy
The University of Freiburg 1969 — 1970
Study Year Abroad with Institute for European Studies
William Gonzalez William Gonzalez's Sterling Partners Experience 2012 - 2015
Job Private Equity Professional
Industry Venture Capital & Private Equity
Experience
Audax Group 2015 - Present
Sterling Partners 2012 - 2015
UBS 2010 - 2011
New MainStream Capital 2009 - 2010
Goldman Sachs & Co. 2003 - 2009
Cogit.com 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Private Equity, Healthcare, Venture Capital, Leveraged Finance, Investment Banking, Mergers & Acquisitions, Business Strategy, Strategy, Start-ups
Education
Harvard Business School
MBA
Harvard Law School
JD
Duke University
BS
Gilman School
Audax Group 2015 - Present
Sterling Partners 2012 - 2015
UBS 2010 - 2011
New MainStream Capital 2009 - 2010
Goldman Sachs & Co. 2003 - 2009
Cogit.com 1999 - 2000
Ernst & Young 1997 - 1999
Skills
Private Equity, Healthcare, Venture Capital, Leveraged Finance, Investment Banking, Mergers & Acquisitions, Business Strategy, Strategy, Start-ups
Education
Harvard Business School
MBA
Harvard Law School
JD
Duke University
BS
Gilman School
Ariella Viner's Sterling Partners Experience June 2015 - Present
Job Business Development Associate at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2015 - Present
BCD February 2014 - March 2015
BCD February 2013 - February 2014
Real Simple at Time Inc. August 2012 - March 2013
Longman & Eagle June 2011 - August 2011
Sheridan Road Magazine June 2009 - June 2009
Skills
Social Media, Restaurants, Event Management, Hotels, Sales, Event Planning, Hospitality, Adobe Creative Suite, Food, Cooking, Catering, Social Networking, Food & Beverage, Facebook, Hospitality Management, Hospitality Industry, Social Media Marketing, PowerPoint, Microsoft Word, Time Management, Marketing, Microsoft Office, Outlook, Microsoft Excel, Salesforce.com, Email Marketing
Education
Boston University 2008 — 2012
Bachelor of Science, Hospitality Management
Tel Aviv University 2011 — 2011
Second Semester Abroad Program
Sterling Partners June 2015 - Present
BCD February 2014 - March 2015
BCD February 2013 - February 2014
Real Simple at Time Inc. August 2012 - March 2013
Longman & Eagle June 2011 - August 2011
Sheridan Road Magazine June 2009 - June 2009
Skills
Social Media, Restaurants, Event Management, Hotels, Sales, Event Planning, Hospitality, Adobe Creative Suite, Food, Cooking, Catering, Social Networking, Food & Beverage, Facebook, Hospitality Management, Hospitality Industry, Social Media Marketing, PowerPoint, Microsoft Word, Time Management, Marketing, Microsoft Office, Outlook, Microsoft Excel, Salesforce.com, Email Marketing
Education
Boston University 2008 — 2012
Bachelor of Science, Hospitality Management
Tel Aviv University 2011 — 2011
Second Semester Abroad Program
Jeffrey Moss's Sterling Partners Experience 2004 - 2010
Job Director at Susquehanna Growth Equity (SGE)
Industry Financial Services
Experience
Susquehanna Growth Equity (SGE) March 2014 - Present
Specialized Education Services Inc (SESI) January 2013 - February 2014
Educational Testing Service (ETS) May 2010 - December 2012
Sterling Partners 2004 - 2010
Booz Allen Hamilton May 2003 - August 2003
Summit Partners 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Business Strategy, Entrepreneurship, Start-ups, Financial Analysis, Investment Banking, Strategic Planning, Business Development, M&A experience, Investments, Strategy, Business Valuation, Management Consulting, Finance, LBO, Competitive Analysis, Negotiation, Restructuring, Mergers & Acquisitions, Executive Management, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance and Accounting
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Susquehanna Growth Equity (SGE) March 2014 - Present
Specialized Education Services Inc (SESI) January 2013 - February 2014
Educational Testing Service (ETS) May 2010 - December 2012
Sterling Partners 2004 - 2010
Booz Allen Hamilton May 2003 - August 2003
Summit Partners 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Business Strategy, Entrepreneurship, Start-ups, Financial Analysis, Investment Banking, Strategic Planning, Business Development, M&A experience, Investments, Strategy, Business Valuation, Management Consulting, Finance, LBO, Competitive Analysis, Negotiation, Restructuring, Mergers & Acquisitions, Executive Management, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance and Accounting
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Jennifer Kwon Jennifer Kwon's Sterling Partners Experience 2009 - 2010
Job Principal, Investor Relations at The Gores Group
Industry Investment Management
Experience
The Gores Group August 2010 - Present
Sterling Partners 2009 - 2010
Lehman Brothers June 2008 - August 2008
Public Financial Management June 2004 - June 2007
The Vanguard Group June 2002 - June 2004
Skills
Valuation, Fixed Income, Capital Markets, Private Equity, Investor Relations, Financial Modeling, Corporate Development, Hedge Funds, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Due Diligence, M&A experience, Leveraged Finance, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Pennsylvania
The Gores Group August 2010 - Present
Sterling Partners 2009 - 2010
Lehman Brothers June 2008 - August 2008
Public Financial Management June 2004 - June 2007
The Vanguard Group June 2002 - June 2004
Skills
Valuation, Fixed Income, Capital Markets, Private Equity, Investor Relations, Financial Modeling, Corporate Development, Hedge Funds, LBO, Investment Banking, Venture Capital, Mergers & Acquisitions, Due Diligence, M&A experience, Leveraged Finance, Investments, Corporate Finance
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (MBA)
University of Pennsylvania
Duncan Davis's Sterling Partners Experience August 2012 - July 2014
Job CoFounder, Principal at Breakout Capital
Industry Venture Capital & Private Equity
Experience
Shoe Drop December 2014 - Present
Breakout Capital August 2014 - Present
Sterling Partners August 2012 - July 2014
Goldman Sachs July 2009 - April 2012
Skills
Valuation, Capital IQ, Investment Banking, Industry Research, Financial Modeling, LBO, Capital Markets, Private Equity, Investments, Corporate Finance, Bloomberg, Entrepreneurship, Finance, Equity Research, Financial Analysis, Due Diligence, Mergers & Acquisitions, Corporate Development, Business Valuation, Alternative Investments, Shoes, Modeling, Leatherwork, Sword Fighting, Leisure, Personal Grooming, Aprons, Hip-Hop Dance, Travel
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
The Hong Kong University of Science and Technology 2007 — 2007
Study Abroad, Accounting and Finance
Shoe Drop December 2014 - Present
Breakout Capital August 2014 - Present
Sterling Partners August 2012 - July 2014
Goldman Sachs July 2009 - April 2012
Skills
Valuation, Capital IQ, Investment Banking, Industry Research, Financial Modeling, LBO, Capital Markets, Private Equity, Investments, Corporate Finance, Bloomberg, Entrepreneurship, Finance, Equity Research, Financial Analysis, Due Diligence, Mergers & Acquisitions, Corporate Development, Business Valuation, Alternative Investments, Shoes, Modeling, Leatherwork, Sword Fighting, Leisure, Personal Grooming, Aprons, Hip-Hop Dance, Travel
Education
University of Wisconsin-Madison 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
The Hong Kong University of Science and Technology 2007 — 2007
Study Abroad, Accounting and Finance
Eric W. Shen's Sterling Partners Experience June 2008 - August 2008
Job Senior Implementation Manager, Specialist Team at Zenefits
Industry Consumer Services
Experience
Zenefits May 2015 - Present
Zenefits September 2014 - May 2015
Safe Shepherd May 2013 - September 2014
Eric Shen Consulting January 2012 - April 2013
ZS Associates July 2010 - December 2011
Motorola June 2009 - August 2009
Sterling Partners June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Due Diligence, Competitive Analysis, Business Strategy, Access, Excel, Market Research, Management, Sales, Microsoft Excel, Analytics, Sales Channel..., Business Development, Start-ups, Leadership, Marketing Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Accountancy & Finance
Zenefits May 2015 - Present
Zenefits September 2014 - May 2015
Safe Shepherd May 2013 - September 2014
Eric Shen Consulting January 2012 - April 2013
ZS Associates July 2010 - December 2011
Motorola June 2009 - August 2009
Sterling Partners June 2008 - August 2008
Skills
Financial Modeling, Data Analysis, Due Diligence, Competitive Analysis, Business Strategy, Access, Excel, Market Research, Management, Sales, Microsoft Excel, Analytics, Sales Channel..., Business Development, Start-ups, Leadership, Marketing Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
Bachelor of Science, Accountancy & Finance
Amy Varhely's Sterling Partners Experience September 2008 - January 2010
Job at
Industry Medical Devices
Experience
Ingenuity Health, a division of Ameritox July 2013 - Present
Ameritox February 2010 - July 2013
Self Employed June 1999 - February 2010
Sterling Partners September 2008 - January 2010
Aon Consulting October 2001 - January 2004
Skills
Leadership, Training, Healthcare, Sales, Medical Devices, Sales Force Development, Account Management, Sales Effectiveness, Neurology, Sales Operations, Management, Marketing, Pain Management, Hospitals, Product Launch, Managed Care, Cold Calling, Strategic Planning, Coaching, Salesforce.com, Human Resources, New Business Development, Team Building, Sales Management, Orthopedic, Medical Diagnostics, Cross-functional Team..., Sales Process, Selling Skills, Sales Presentations, Selling, Budgets, Project Management, CRM, Rheumatology, Market Development, Hospital Sales, Hardware Diagnostics, Psychiatry
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BFA, Music
Ingenuity Health, a division of Ameritox July 2013 - Present
Ameritox February 2010 - July 2013
Self Employed June 1999 - February 2010
Sterling Partners September 2008 - January 2010
Aon Consulting October 2001 - January 2004
Skills
Leadership, Training, Healthcare, Sales, Medical Devices, Sales Force Development, Account Management, Sales Effectiveness, Neurology, Sales Operations, Management, Marketing, Pain Management, Hospitals, Product Launch, Managed Care, Cold Calling, Strategic Planning, Coaching, Salesforce.com, Human Resources, New Business Development, Team Building, Sales Management, Orthopedic, Medical Diagnostics, Cross-functional Team..., Sales Process, Selling Skills, Sales Presentations, Selling, Budgets, Project Management, CRM, Rheumatology, Market Development, Hospital Sales, Hardware Diagnostics, Psychiatry
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BFA, Music
Andrew Barrows's Sterling Partners Experience October 2013 - February 2015
Job Director, Mergers & Acquisitions at Environmental Pest Service
Industry Education Management
Experience
Environmental Pest Service June 2015 - Present
Sterling Partners October 2013 - February 2015
Progressus Therapy September 2013 - February 2015
Progressus Therapy August 2012 - September 2013
Rotary International September 2011 - April 2012
Jabil December 2010 - May 2011
Taylor White April 2008 - May 2011
Guardian Ad Litem January 2009 - December 2010
Protiviti July 2006 - April 2008
Lehman Brothers May 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Microsoft Excel, Internal Audit, Sarbanes-Oxley, Mergers, Microsoft Office, PowerPoint, Risk Management, Public Speaking, Finance, Legal Research, Auditing, Leadership, Internal Controls, Policy, Management, Recruiting, Contract Negotiation, Business Development, Consulting, Strategic Planning, Strategy, Analysis, Budgets, Software Documentation, Mergers & Acquisitions, Accounting
Education
National University of Singapore / NUS 2011 — 2012
Certificate, Elementary Mandarin
Stetson University 2008 — 2011
Masters in Business Administration
Stetson University College of Law 2007 — 2011
Juris Doctorate
University of Florida - Warrington College of Business Administration 2003 — 2006
BSBA, Finance, Entrepreneurship
Campbell University 2002 — 2003
Trust Management
Environmental Pest Service June 2015 - Present
Sterling Partners October 2013 - February 2015
Progressus Therapy September 2013 - February 2015
Progressus Therapy August 2012 - September 2013
Rotary International September 2011 - April 2012
Jabil December 2010 - May 2011
Taylor White April 2008 - May 2011
Guardian Ad Litem January 2009 - December 2010
Protiviti July 2006 - April 2008
Lehman Brothers May 2005 - August 2005
Skills
Financial Analysis, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Financial Modeling, Microsoft Excel, Internal Audit, Sarbanes-Oxley, Mergers, Microsoft Office, PowerPoint, Risk Management, Public Speaking, Finance, Legal Research, Auditing, Leadership, Internal Controls, Policy, Management, Recruiting, Contract Negotiation, Business Development, Consulting, Strategic Planning, Strategy, Analysis, Budgets, Software Documentation, Mergers & Acquisitions, Accounting
Education
National University of Singapore / NUS 2011 — 2012
Certificate, Elementary Mandarin
Stetson University 2008 — 2011
Masters in Business Administration
Stetson University College of Law 2007 — 2011
Juris Doctorate
University of Florida - Warrington College of Business Administration 2003 — 2006
BSBA, Finance, Entrepreneurship
Campbell University 2002 — 2003
Trust Management
Alex Goldman Alex Goldman's Sterling Partners Experience May 2009 - April 2011
Job Consultant at Prospect Mortgage, LLC
Industry Internet
Experience
Prospect Mortgage, LLC April 2015 - Present
Don't Just Meet People, Make Friends (Formerly friendzy) March 2014 - December 2014
Elevate Data Centers March 2013 - January 2014
The Jobtimist January 2012 - April 2013
IO May 2009 - May 2011
Sterling Partners May 2009 - April 2011
IO May 2007 - May 2009
Skills
Entrepreneurship, Start-ups, Strategy, Venture Capital, Product Development, Data Center, Business Development, Strategic Partnerships, Product Management, Business Strategy, Program Management, Cross-functional Team..., Cloud Computing, Internet, Security, Competitive Analysis, Mergers & Acquisitions
Education
University of Michigan 2005 — 2009
B.S.E, Mechanical Engineering
Prospect Mortgage, LLC April 2015 - Present
Don't Just Meet People, Make Friends (Formerly friendzy) March 2014 - December 2014
Elevate Data Centers March 2013 - January 2014
The Jobtimist January 2012 - April 2013
IO May 2009 - May 2011
Sterling Partners May 2009 - April 2011
IO May 2007 - May 2009
Skills
Entrepreneurship, Start-ups, Strategy, Venture Capital, Product Development, Data Center, Business Development, Strategic Partnerships, Product Management, Business Strategy, Program Management, Cross-functional Team..., Cloud Computing, Internet, Security, Competitive Analysis, Mergers & Acquisitions
Education
University of Michigan 2005 — 2009
B.S.E, Mechanical Engineering
John Kuelper John Kuelper's Sterling Partners Experience 2013 - 2013
Job Healthcare Technology Investor & Entrepreneur
Industry Venture Capital & Private Equity
Experience
Ascension Ventures 2014 - Present
Orpheden Therapeutics 2013 - Present
Qualia Holdings LLC 2009 - Present
AVIA - Innovation Accelerator 2013 - 2014
Sterling Partners 2013 - 2013
Blue Cross and Blue Shield Association 2013 - 2013
The Kresge Foundation 2013 - 2013
Adams Street Partners 2012 - 2012
Stereotaxis 2010 - 2011
Neuroimaging & Applied Computational Anatomy Lab (Northwestern University, Feinberg School of Med) 2008 - 2008
Skills
Healthcare, Lifesciences, Data Analysis, Business Development, Clinical Research, Venture Capital, Strategy, Intellectual Property, Medical Devices, Financial Modeling, Analytics, Life Sciences
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Washington University in St. Louis
BA, Cognitive Neuroscience; Philosophy
Ascension Ventures 2014 - Present
Orpheden Therapeutics 2013 - Present
Qualia Holdings LLC 2009 - Present
AVIA - Innovation Accelerator 2013 - 2014
Sterling Partners 2013 - 2013
Blue Cross and Blue Shield Association 2013 - 2013
The Kresge Foundation 2013 - 2013
Adams Street Partners 2012 - 2012
Stereotaxis 2010 - 2011
Neuroimaging & Applied Computational Anatomy Lab (Northwestern University, Feinberg School of Med) 2008 - 2008
Skills
Healthcare, Lifesciences, Data Analysis, Business Development, Clinical Research, Venture Capital, Strategy, Intellectual Property, Medical Devices, Financial Modeling, Analytics, Life Sciences
Education
Northwestern University - Kellogg School of Management
MBA
Northwestern University School of Law
JD
Washington University in St. Louis
BA, Cognitive Neuroscience; Philosophy
Frank Wilkinson Frank Wilkinson's Sterling Partners Experience July 2010 - Present
Job Help Companies Solve Problems By Finding Experienced and Talented Professionals
Industry Staffing and Recruiting
Experience
Sterling Partners July 2010 - Present
Skills
Investments, Sales Engineering, Economists, Financial Services, Capital Markets, Technical Recruiting, Executive Search, Talent Acquisition, Recruiting, Executive Management, Business Development, Consulting, Engineering Recruiting, IT Recruiting, Engineering, Internet Recruiting, Human Resources, Leadership, Management, Start-ups, Finance, Portfolio Management, Training
Education
New York University Graduate School of Business
MBA, Corporate Finance
The Johns Hopkins University
BA, Economics
Sterling Partners July 2010 - Present
Skills
Investments, Sales Engineering, Economists, Financial Services, Capital Markets, Technical Recruiting, Executive Search, Talent Acquisition, Recruiting, Executive Management, Business Development, Consulting, Engineering Recruiting, IT Recruiting, Engineering, Internet Recruiting, Human Resources, Leadership, Management, Start-ups, Finance, Portfolio Management, Training
Education
New York University Graduate School of Business
MBA, Corporate Finance
The Johns Hopkins University
BA, Economics
Tom Wippman's Sterling Partners Experience January 1992 - April 2013
Job President at Hourglass Legal Consulting, PC
Industry Financial Services
Experience
Hourglass Legal Consulting, PC April 2013 - Present
Sterling Partners January 1992 - April 2013
Sterling Capital Partners 1992 - April 2013
Sterling Partners 1992 - April 2013
Pedersen & Houpt 1984 - 1992
Skills
Restructuring, Corporate Finance, Private Equity, Mergers, Securities, Management, Corporate Development, Venture Capital, Valuation, M&A experience, Due Diligence, Securities Regulation, Mergers & Acquisitions, Corporate Law, Risk Management, Equities, Acquisitions, Management Consulting, Start-ups, Strategy, Alternative Investments, Investment Banking, Investments, Hedge Funds, Entrepreneurship, Corporate Governance, Business Strategy, Portfolio Management, Private Placements, Capital Markets, Finance, LBO
Education
University of Illinois at Urbana-Champaign 1977 — 1984
BA, JD, Economics, Law
New Trier 1973 — 1977
Hourglass Legal Consulting, PC April 2013 - Present
Sterling Partners January 1992 - April 2013
Sterling Capital Partners 1992 - April 2013
Sterling Partners 1992 - April 2013
Pedersen & Houpt 1984 - 1992
Skills
Restructuring, Corporate Finance, Private Equity, Mergers, Securities, Management, Corporate Development, Venture Capital, Valuation, M&A experience, Due Diligence, Securities Regulation, Mergers & Acquisitions, Corporate Law, Risk Management, Equities, Acquisitions, Management Consulting, Start-ups, Strategy, Alternative Investments, Investment Banking, Investments, Hedge Funds, Entrepreneurship, Corporate Governance, Business Strategy, Portfolio Management, Private Placements, Capital Markets, Finance, LBO
Education
University of Illinois at Urbana-Champaign 1977 — 1984
BA, JD, Economics, Law
New Trier 1973 — 1977
Monica Driscoll's Sterling Partners Experience July 2013 - April 2014
Job Lead Campus Recruiting Specialist Advanced Degree at Deloitte
Industry Human Resources
Experience
Deloitte April 2014 - Present
Sterling Partners July 2013 - April 2014
Deloitte Consulting April 2011 - July 2013
PwC November 2010 - April 2011
Diamond Management & Technology Consultants February 2010 - November 2010
Diamond Management & Technology Consultants February 2007 - March 2010
Northwestern University, Office of Alumni Relations & Development December 2004 - February 2007
Education
Boston College 2000 — 2004
Deloitte April 2014 - Present
Sterling Partners July 2013 - April 2014
Deloitte Consulting April 2011 - July 2013
PwC November 2010 - April 2011
Diamond Management & Technology Consultants February 2010 - November 2010
Diamond Management & Technology Consultants February 2007 - March 2010
Northwestern University, Office of Alumni Relations & Development December 2004 - February 2007
Education
Boston College 2000 — 2004
Eugene Yeh Eugene Yeh's Sterling Partners Experience 2008 - 2008
Job Director, IBM + Box GTM Head
Industry Computer Software
Experience
Box 2015 - Present
Box 2014 - 2015
Symantec 2011 - 2014
Webroot Software 2009 - 2011
Locust Walk Partners 2008 - 2009
Sterling Partners 2008 - 2008
North Castle Partners 2007 - 2007
Prides Capital 2007 - 2007
Siemens Venture Capital 2004 - 2006
Monitor Group 2002 - 2004
Skills
Strategy, Mergers, Business Development, Corporate Development, Venture Capital, SaaS, Go-to-market Strategy, Financial Modeling, Due Diligence, Investment Banking, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Private Equity, Business Strategy, Investments, Competitive Analysis, Product Management, Finance, Consulting, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Healthcare Management, Finance
UC Berkeley 1996 — 2001
BA/BS, Biology & Business Administration
Box 2015 - Present
Box 2014 - 2015
Symantec 2011 - 2014
Webroot Software 2009 - 2011
Locust Walk Partners 2008 - 2009
Sterling Partners 2008 - 2008
North Castle Partners 2007 - 2007
Prides Capital 2007 - 2007
Siemens Venture Capital 2004 - 2006
Monitor Group 2002 - 2004
Skills
Strategy, Mergers, Business Development, Corporate Development, Venture Capital, SaaS, Go-to-market Strategy, Financial Modeling, Due Diligence, Investment Banking, Strategic Partnerships, Start-ups, Mergers & Acquisitions, Private Equity, Business Strategy, Investments, Competitive Analysis, Product Management, Finance, Consulting, Enterprise Software
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Healthcare Management, Finance
UC Berkeley 1996 — 2001
BA/BS, Biology & Business Administration
Jack Slye Jack Slye's Sterling Partners Experience July 2006 - December 2010
Job Partner at LLR Partners
Industry Venture Capital & Private Equity
Experience
LLR Partners December 2010 - Present
Orbis Education September 2012 - Present
VectorLearning July 2011 - Present
Relias Learning August 2013 - November 2014
Avenues: The World School January 2012 - October 2013
Sterling Partners July 2006 - December 2010
Sylvan Learning October 2008 - November 2010
Sylvan Learning September 2008 - September 2010
Merrill Lynch 2004 - 2005
Deloitte August 2000 - August 2004
Skills
Financial Modeling, Mergers, Venture Capital, Corporate Development, Due Diligence, Private Equity, Valuation, Business Strategy, Corporate Finance, Strategic Planning, Strategy, Management Consulting
Education
University of Maryland College Park
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Healthcare Management and Finance
LLR Partners December 2010 - Present
Orbis Education September 2012 - Present
VectorLearning July 2011 - Present
Relias Learning August 2013 - November 2014
Avenues: The World School January 2012 - October 2013
Sterling Partners July 2006 - December 2010
Sylvan Learning October 2008 - November 2010
Sylvan Learning September 2008 - September 2010
Merrill Lynch 2004 - 2005
Deloitte August 2000 - August 2004
Skills
Financial Modeling, Mergers, Venture Capital, Corporate Development, Due Diligence, Private Equity, Valuation, Business Strategy, Corporate Finance, Strategic Planning, Strategy, Management Consulting
Education
University of Maryland College Park
BS, Finance
University of Pennsylvania - The Wharton School
MBA, Healthcare Management and Finance
Jeffery Keith Jeffery Keith's Sterling Partners Experience April 2015 - Present
Job Operating Partner at Sterling Partners
Industry Executive Office
Experience
Sterling Partners April 2015 - Present
Sterling Partners May 2011 - Present
Shorelight Education January 2015 - Present
Spartan College of Aeronautics & Technology December 2012 - Present
Alliant International University May 2015 - Present
Tribeca Flashpoint College June 2012 - Present
Educate Online August 2012 - Present
MEK Investments, LLC January 2010 - Present
Oak Street Real Estate Capital Fund II October 2012 - Present
University of Dubuque January 2012 - Present
Skills
Mergers, Corporate Finance, Management, Program Management, Mergers & Acquisitions, Finance, Start-ups, Leadership, Accounting, Restructuring, Negotiation, Due Diligence, Budgets, Business Acumen, Entrepreneurship, Executive Management, Financial Services, Human Resources, Investments, Private Equity, Process Improvement, Sales, Strategy, Strategic Planning
Education
Illinois Institute of Technology 2001 — 2008
Doctor of Philosophy (PhD) (ABD), Finance
Illinois Institute of Technology 2008 — 2008
MS, Finance
Harvard University Graduate School of Education 2007 — 2007
Certificate, IEM:Higher Education
Illinois Institute of Technology: Stuart Graduate School of Business/Kent College of Law 2000 — 2001
Graduate Certificate, Law and Financial Markets
Purdue University 1998 — 2000
MBA, Finance, Graduated with high distinction
Purdue University 1992 — 1998
BS, Economics and Management
Sterling Partners April 2015 - Present
Sterling Partners May 2011 - Present
Shorelight Education January 2015 - Present
Spartan College of Aeronautics & Technology December 2012 - Present
Alliant International University May 2015 - Present
Tribeca Flashpoint College June 2012 - Present
Educate Online August 2012 - Present
MEK Investments, LLC January 2010 - Present
Oak Street Real Estate Capital Fund II October 2012 - Present
University of Dubuque January 2012 - Present
Skills
Mergers, Corporate Finance, Management, Program Management, Mergers & Acquisitions, Finance, Start-ups, Leadership, Accounting, Restructuring, Negotiation, Due Diligence, Budgets, Business Acumen, Entrepreneurship, Executive Management, Financial Services, Human Resources, Investments, Private Equity, Process Improvement, Sales, Strategy, Strategic Planning
Education
Illinois Institute of Technology 2001 — 2008
Doctor of Philosophy (PhD) (ABD), Finance
Illinois Institute of Technology 2008 — 2008
MS, Finance
Harvard University Graduate School of Education 2007 — 2007
Certificate, IEM:Higher Education
Illinois Institute of Technology: Stuart Graduate School of Business/Kent College of Law 2000 — 2001
Graduate Certificate, Law and Financial Markets
Purdue University 1998 — 2000
MBA, Finance, Graduated with high distinction
Purdue University 1992 — 1998
BS, Economics and Management
Chris Hoehn-Saric Chris Hoehn-Saric's Sterling Partners Experience 1983 - Present
Job CoFounder, Senior Managing Director at Sterling Partners
Industry Financial Services
Experience
PlattForm December 2013 - Present
Smart Family Foundation 2010 - Present
i/o Data Centers May 2008 - Present
The InfiLaw System 2007 - Present
Meritas Family of Schools 2007 - Present
Johns Hopkins University 1998 - Present
Sterling Partners 1983 - Present
SecureNet LLC January 2012 - December 2014
MOSAID December 2011 - January 2013
MET Fund 2009 - December 2012
Education
The Johns Hopkins University 1980 — 1983
Gilman School 1970 — 1980
PlattForm December 2013 - Present
Smart Family Foundation 2010 - Present
i/o Data Centers May 2008 - Present
The InfiLaw System 2007 - Present
Meritas Family of Schools 2007 - Present
Johns Hopkins University 1998 - Present
Sterling Partners 1983 - Present
SecureNet LLC January 2012 - December 2014
MOSAID December 2011 - January 2013
MET Fund 2009 - December 2012
Education
The Johns Hopkins University 1980 — 1983
Gilman School 1970 — 1980
Christin Zindrick Christin Zindrick's Sterling Partners Experience September 2009 - February 2011
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
Morgan Stanley August 2014 - Present
Fortune Brands Home & Security December 2011 - June 2014
Meritas, LLC February 2011 - December 2011
Sterling Partners September 2009 - February 2011
BMO Capital Markets July 2007 - August 2009
Skills
Financial Modeling, Corporate Finance, Valuation, Private Equity, Mergers, Corporate Development, Mergers & Acquisitions, Financial Analysis, Investment Banking, Due Diligence, LBO, Business Strategy, Strategy, Competitive Analysis, Business Valuation, Start-ups, Acquisition Integration, Finance, Capital Markets, Venture Capital, Entrepreneurship, Equities, Leveraged Finance, Investments, Restructuring, Alternative Investments, DCF, Portfolio Management
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2003 — 2007
BBA, Finance
Benet Academy 1999 — 2003
Agnes Elizabeth Kowalska Agnes Elizabeth Kowalska's Sterling Partners Experience 2009 - 2012
Job Executive Assistant at GTCR LLC
Industry Venture Capital & Private Equity
Experience
Private Family Office August 2015 - Present
Private Family Office 2014 - Present
GTCR LLC 2012 - 2014
Sterling Partners 2009 - 2012
Goldman Sachs 2006 - 2008
AXA Advisors 2001 - 2005
Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...
Education
Harper College
Associate's Degree, Business Administration
Private Family Office August 2015 - Present
Private Family Office 2014 - Present
GTCR LLC 2012 - 2014
Sterling Partners 2009 - 2012
Goldman Sachs 2006 - 2008
AXA Advisors 2001 - 2005
Skills
Outlook, Valuation, Microsoft Office, Office Management, Event Planning, Microsoft Excel, Administrative..., Employee Relations, Administrative...
Education
Harper College
Associate's Degree, Business Administration
Leonardo Von Prellwitz's Sterling Partners Experience February 2014 - June 2014
Job MBA Candidate at Chicago Booth
Industry Investment Management
Experience
Sterling Partners February 2014 - June 2014
Cisco July 2008 - September 2013
Trade Magazine July 2007 - March 2008
CNBC 2006 - 2006
Eulama October 2003 - March 2005
Skills
Hedge Funds, Alternative Investment..., Strategy, Business Development, Business Strategy, Energy, Smart Grid, Venture Capital, Market Analysis, Financial Modeling, Energy Markets, Renewable Energy, Corporate Finance, Competitive Analysis, Economics, Strategic Partnerships, Private Equity, Start-ups, Business Planning, Strategic Planning, Financial Analysis, Demand Response, Leadership, Portfolio Management, Go-to-market Strategy, Negotiation, Cross-functional Team..., Corporate Development, Risk Management, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Università Commerciale 'Luigi Bocconi' 2003 — 2006
Bachelor of Business Administration (BBA)
German School of Rome 1998 — 2003
Sterling Partners February 2014 - June 2014
Cisco July 2008 - September 2013
Trade Magazine July 2007 - March 2008
CNBC 2006 - 2006
Eulama October 2003 - March 2005
Skills
Hedge Funds, Alternative Investment..., Strategy, Business Development, Business Strategy, Energy, Smart Grid, Venture Capital, Market Analysis, Financial Modeling, Energy Markets, Renewable Energy, Corporate Finance, Competitive Analysis, Economics, Strategic Partnerships, Private Equity, Start-ups, Business Planning, Strategic Planning, Financial Analysis, Demand Response, Leadership, Portfolio Management, Go-to-market Strategy, Negotiation, Cross-functional Team..., Corporate Development, Risk Management, Entrepreneurship
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Università Commerciale 'Luigi Bocconi' 2003 — 2006
Bachelor of Business Administration (BBA)
German School of Rome 1998 — 2003
Andrew Mosch's Sterling Partners Experience March 2014 - May 2014
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - August 2014
Sterling Partners March 2014 - May 2014
PwC September 2010 - September 2013
PwC October 2009 - September 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Managerial Analytics
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors, Finance and Accounting
Goldman Sachs June 2014 - August 2014
Sterling Partners March 2014 - May 2014
PwC September 2010 - September 2013
PwC October 2009 - September 2010
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance and Managerial Analytics
University of Maryland - Robert H. Smith School of Business 2004 — 2008
Bachelors, Finance and Accounting
Daniel Hosler's Sterling Partners Experience June 2005 - Present
Job
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2005 - Present
Q-Centrix December 2013 - Present
Kids Care Dental Group February 2013 - Present
First Choice Emergency Room October 2011 - Present
The SAVO Group February 2008 - Present
Avectra February 2008 - August 2013
SusieCakes September 2012 - January 2013
Rittenhouse Senior Living August 2010 - October 2012
Pacific Interpreters November 2010 - April 2012
Centerre Healthcare Corporation February 2007 - October 2011
Skills
Private Equity, Venture Capital, Strategy, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Investments, Due Diligence, Executive Management, Entrepreneurship, Mergers, Start-ups, Business Strategy, Business Development, Enterprise Software, Marketing, Financial Analysis, Corporate Finance, Management, Acquisition Integration, Financial Modeling, Investment Banking, Marketing Strategy, Valuation, Management Consulting
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Management Strategy, Marketing
Rice University 1997 — 2000
BA, Biochemistry
Trinity Valley School 1993 — 1997
HS
Sterling Partners June 2005 - Present
Q-Centrix December 2013 - Present
Kids Care Dental Group February 2013 - Present
First Choice Emergency Room October 2011 - Present
The SAVO Group February 2008 - Present
Avectra February 2008 - August 2013
SusieCakes September 2012 - January 2013
Rittenhouse Senior Living August 2010 - October 2012
Pacific Interpreters November 2010 - April 2012
Centerre Healthcare Corporation February 2007 - October 2011
Skills
Private Equity, Venture Capital, Strategy, Corporate Development, Competitive Analysis, Mergers & Acquisitions, Investments, Due Diligence, Executive Management, Entrepreneurship, Mergers, Start-ups, Business Strategy, Business Development, Enterprise Software, Marketing, Financial Analysis, Corporate Finance, Management, Acquisition Integration, Financial Modeling, Investment Banking, Marketing Strategy, Valuation, Management Consulting
Education
Northwestern University - Kellogg School of Management 2004 — 2006
MBA, Finance, Management Strategy, Marketing
Rice University 1997 — 2000
BA, Biochemistry
Trinity Valley School 1993 — 1997
HS
Jon Gaunt's Sterling Partners Experience July 2013 - Present
Job VP of Strategy and M&A at Keypath Education
Industry Venture Capital & Private Equity
Experience
Sterling Partners July 2013 - Present
Keypath Education July 2013 - Present
Hosting.com July 2012 - July 2013
Hosting.com August 2010 - September 2012
Wachovia Capital Partners August 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Financial Modeling, Corporate Development, Valuation, Mergers, Venture Capital, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Competitive Analysis, Strategy, Analytics, Product Management, Start-ups, Asset Managment, Cross-functional Team..., Analysis, Mergers & Acquisitions, Leadership, Strategic Planning, Asset Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy, Marketing
Vanderbilt University 1999 — 2003
Bachelor of Arts, Economics
Sterling Partners July 2013 - Present
Keypath Education July 2013 - Present
Hosting.com July 2012 - July 2013
Hosting.com August 2010 - September 2012
Wachovia Capital Partners August 2005 - June 2008
Wachovia Securities June 2003 - June 2005
Skills
Financial Modeling, Corporate Development, Valuation, Mergers, Venture Capital, Corporate Finance, Financial Analysis, Due Diligence, Business Strategy, Competitive Analysis, Strategy, Analytics, Product Management, Start-ups, Asset Managment, Cross-functional Team..., Analysis, Mergers & Acquisitions, Leadership, Strategic Planning, Asset Management
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance, Strategy, Marketing
Vanderbilt University 1999 — 2003
Bachelor of Arts, Economics
Julie Welch's Sterling Partners Experience October 2007 - May 2012
Job President & CoFounder at Amaze Travel
Industry Leisure, Travel & Tourism
Experience
Amaze Travel 2014 - Present
Archdiocese of Chicago September 2012 - June 2013
Sterling Partners October 2007 - May 2012
University of North Carolina at Chapel Hill August 2006 - May 2007
ArvinMeritor OE LLC July 2003 - May 2005
Shrine Catholic High School 2003 - 2005
PricewaterhouseCoopers June 2000 - July 2003
Skills
Travel Planning, Leisure Travel, Entrepreneurship, Finance, Talent Acquisition, Microsoft Excel, Recruiting, Training, Financial Analysis, Financial Modeling, Data Analysis, Teaching, Human Resources, Education, History, Economics, Geography, Political Science, Social Studies, Business Education, Secondary Education, Management, Sales, Business Development, Business Strategy
Education
Michigan State University 1997 — 2001
B.A,, Accounting
University of Detroit Mercy 2003 — 2005
Post-Baccalaureate, Teaching - Secondary Education
Farmington High School
Amaze Travel 2014 - Present
Archdiocese of Chicago September 2012 - June 2013
Sterling Partners October 2007 - May 2012
University of North Carolina at Chapel Hill August 2006 - May 2007
ArvinMeritor OE LLC July 2003 - May 2005
Shrine Catholic High School 2003 - 2005
PricewaterhouseCoopers June 2000 - July 2003
Skills
Travel Planning, Leisure Travel, Entrepreneurship, Finance, Talent Acquisition, Microsoft Excel, Recruiting, Training, Financial Analysis, Financial Modeling, Data Analysis, Teaching, Human Resources, Education, History, Economics, Geography, Political Science, Social Studies, Business Education, Secondary Education, Management, Sales, Business Development, Business Strategy
Education
Michigan State University 1997 — 2001
B.A,, Accounting
University of Detroit Mercy 2003 — 2005
Post-Baccalaureate, Teaching - Secondary Education
Farmington High School
Tom Wippman's Sterling Partners Experience AttorneyPedersen & Houpt1985 - 1992
Job Owner, Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners AttorneyPedersen & Houpt1985 - 1992
Education
University of Illinois College of Law 1981 — 1984
JD, law
University of Illinois at Urbana-Champaign 1977 — 1984
University of Illinois at Urbana-Champaign 1977 — 1984
A.B., Economics
University of Illinois at Urbana-Champaign 1977 — 1981
AB, Economics
Sterling Partners AttorneyPedersen & Houpt1985 - 1992
Education
University of Illinois College of Law 1981 — 1984
JD, law
University of Illinois at Urbana-Champaign 1977 — 1984
University of Illinois at Urbana-Champaign 1977 — 1984
A.B., Economics
University of Illinois at Urbana-Champaign 1977 — 1981
AB, Economics
Elena Millner's Sterling Partners Experience April 2007 - April 2009
Job Principal at Bluefin Advisors, LLC and Alliance for Revitalized Communities (ARC)
Industry Investment Management
Experience
Lockton Companies November 2014 - Present
Bluefin Advisors, LLC March 2014 - Present
Alliance for Revitalized Communities December 2010 - Present
Prospect Mortgage, LLC April 2009 - January 2014
Sterling Partners April 2007 - April 2009
Thermo Fisher Scientific July 2004 - April 2007
Ford Motor Company September 1999 - August 2002
Eaton Corporation June 1997 - August 1998
Skills
Product Development, Financial Modeling, Mergers, Credit, Management, Finance, Loans, Financial Analysis, Investments, Real Estate, Valuation, Mergers & Acquisitions, Business Strategy, Due Diligence, Strategy, Business Development, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA, General Mangement
University of Notre Dame 1995 — 1999
B.A., Economics
Lockton Companies November 2014 - Present
Bluefin Advisors, LLC March 2014 - Present
Alliance for Revitalized Communities December 2010 - Present
Prospect Mortgage, LLC April 2009 - January 2014
Sterling Partners April 2007 - April 2009
Thermo Fisher Scientific July 2004 - April 2007
Ford Motor Company September 1999 - August 2002
Eaton Corporation June 1997 - August 1998
Skills
Product Development, Financial Modeling, Mergers, Credit, Management, Finance, Loans, Financial Analysis, Investments, Real Estate, Valuation, Mergers & Acquisitions, Business Strategy, Due Diligence, Strategy, Business Development, Strategic Planning
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2002 — 2004
MBA, General Mangement
University of Notre Dame 1995 — 1999
B.A., Economics
John Schloss's Sterling Partners Experience January 1997 - Present
Job Associate Vice President Investments at Raymond James
Industry Investment Management
Experience
Raymond James 2001 - Present
Sterling Partners January 1997 - Present
Skills
Wealth Transfer, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Alternative Investments, Structured Products, Investment Banking, Private Equity, Life Insurance, Long-term Care, Venture Capital, Angel Investing, College Planning, Limited Partnerships
Education
Case Western Reserve University School of Law
Juris Doctorate, Law
Haverford College
Bachelor of Arts (B.A.)
Raymond James 2001 - Present
Sterling Partners January 1997 - Present
Skills
Wealth Transfer, Investment Advisory, Retirement Planning, Estate Planning, Portfolio Management, Alternative Investments, Structured Products, Investment Banking, Private Equity, Life Insurance, Long-term Care, Venture Capital, Angel Investing, College Planning, Limited Partnerships
Education
Case Western Reserve University School of Law
Juris Doctorate, Law
Haverford College
Bachelor of Arts (B.A.)
Joe deAlteris's Sterling Partners Experience July 2013 - August 2015
Job CoFounder and Managing Partner at JJMT Capital
Industry Financial Services
Experience
JJMT Capital, LLC August 2015 - Present
Sterling Partners July 2013 - August 2015
J.P. Morgan August 2010 - June 2013
T Squared Partners LLC 2007 - 2009
Skills
Valuation, Finance, Due Diligence, Investment Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics & Public Policy
JJMT Capital, LLC August 2015 - Present
Sterling Partners July 2013 - August 2015
J.P. Morgan August 2010 - June 2013
T Squared Partners LLC 2007 - 2009
Skills
Valuation, Finance, Due Diligence, Investment Banking, Equities
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelor of Science, Finance and Business Economics & Public Policy
Jay Henry's Sterling Partners Experience January 2013 - March 2013
Job Vice President at Pamlico Capital
Industry Venture Capital & Private Equity
Experience
Pamlico Capital July 2014 - Present
Insight Equity June 2013 - August 2013
Sterling Partners January 2013 - March 2013
Saw Mill Capital July 2009 - July 2012
Barwis Methods February 2011 - June 2012
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions, Finance, Leadership, Corporate Development, LBO, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
West Virginia University 2002 — 2007
BSBA, Finance, Accounting
Pamlico Capital July 2014 - Present
Insight Equity June 2013 - August 2013
Sterling Partners January 2013 - March 2013
Saw Mill Capital July 2009 - July 2012
Barwis Methods February 2011 - June 2012
Edgeview Partners June 2007 - June 2009
Skills
Private Equity, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Business Strategy, Mergers, Due Diligence, Mergers & Acquisitions, Finance, Leadership, Corporate Development, LBO, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
West Virginia University 2002 — 2007
BSBA, Finance, Accounting
Cindy Collins Allison's Sterling Partners Experience December 2007 - August 2013
Job Manager, Tax Services at McGladrey
Industry Venture Capital & Private Equity
Experience
McGladrey September 2013 - June 2014
Sterling Partners December 2007 - August 2013
Citi Smith Barney 2006 - 2007
Allegis Group June 2002 - May 2006
Arthur Andersen 1999 - 2002
Education
University of Baltimore 2003 — 2005
MS, Taxation
Towson University 1995 — 1999
Bachelor of Arts (BA), Accounting
McGladrey September 2013 - June 2014
Sterling Partners December 2007 - August 2013
Citi Smith Barney 2006 - 2007
Allegis Group June 2002 - May 2006
Arthur Andersen 1999 - 2002
Education
University of Baltimore 2003 — 2005
MS, Taxation
Towson University 1995 — 1999
Bachelor of Arts (BA), Accounting
Kevin Ahern's Sterling Partners Experience April 1997 - January 2000
Job Managing Partner at Colorow Partners, LLC
Industry Management Consulting
Experience
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Colorow Partners, LLC April 2008 - Present
Braddock Financial February 2005 - April 2008
CoBiz Financial January 2000 - January 2005
Sterling Partners April 1997 - January 2000
ING Investment Mangement December 1991 - April 1997
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
University of Northern Colorado 1981 — 1985
BS, Finance and Insurance
Laura Carley's Sterling Partners Experience March 2011 - March 2014
Job Compliance Manager at Colony Capital
Industry Financial Services
Experience
Colony Capital June 2014 - Present
Sterling Partners March 2011 - March 2014
AlphaMetrix Group, Inc December 2009 - January 2011
Credit Agricole Asset Management Alternative Investments Services, Inc October 2006 - November 2009
Sorling, Northrup September 2004 - October 2006
Heller Financial 2000 - 2001
Holleb & Coff 1998 - 2000
Education
University of Illinois Springfield 1991 — 1993
B.A, Legal Studies
Colony Capital June 2014 - Present
Sterling Partners March 2011 - March 2014
AlphaMetrix Group, Inc December 2009 - January 2011
Credit Agricole Asset Management Alternative Investments Services, Inc October 2006 - November 2009
Sorling, Northrup September 2004 - October 2006
Heller Financial 2000 - 2001
Holleb & Coff 1998 - 2000
Education
University of Illinois Springfield 1991 — 1993
B.A, Legal Studies
Geoff Trukenbrod's Sterling Partners Experience 2010 - 2011
Job Partner, Head of Capital at Timshel
Industry Venture Capital & Private Equity
Experience
Timshel 2013 - Present
Obama for America 2012 - 2013
Akuna Capital 2011 - 2011
Sterling Partners 2010 - 2011
Granite Creek Partners 2007 - 2010
Cue Biotech / Caden Biosciences 2001 - 2007
GE 2000 - 2001
The ProAction Group 1996 - 1999
Gibson & Associates 1994 - 1996
Skills
Corporate Development, Venture Capital, Financial Modeling, Mergers, Private Equity, Due Diligence, Entrepreneurship, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Financial Analysis, Restructuring, Economic Development, Start-ups, Equities, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Business Development
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Hamilton College
BA
Timshel 2013 - Present
Obama for America 2012 - 2013
Akuna Capital 2011 - 2011
Sterling Partners 2010 - 2011
Granite Creek Partners 2007 - 2010
Cue Biotech / Caden Biosciences 2001 - 2007
GE 2000 - 2001
The ProAction Group 1996 - 1999
Gibson & Associates 1994 - 1996
Skills
Corporate Development, Venture Capital, Financial Modeling, Mergers, Private Equity, Due Diligence, Entrepreneurship, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Financial Analysis, Restructuring, Economic Development, Start-ups, Equities, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Business Development
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Hamilton College
BA
Vicky Dillivan's Sterling Partners Experience April 2013 - Present
Job Investment Team Coordinator at Sterling Partners
Industry Executive Office
Experience
Sterling Partners April 2013 - Present
Battalia Winston April 2006 - April 2013
Education
Northern Illinois University
B.A., History
Sterling Partners April 2013 - Present
Battalia Winston April 2006 - April 2013
Education
Northern Illinois University
B.A., History
Jacob Garfield's Sterling Partners Experience July 2010 - August 2010
Job Analyst at Surveyor Capital (Citadel LLC)
Industry Investment Management
Experience
Citadel LLC January 2013 - Present
BMO Capital Markets July 2011 - December 2012
Sterling Partners July 2010 - August 2010
PEAK6 Investments LP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers, Private Equity, Corporate Finance, Due Diligence, Data Analysis, Business Strategy, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Equity Research, Capital Markets, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Citadel LLC January 2013 - Present
BMO Capital Markets July 2011 - December 2012
Sterling Partners July 2010 - August 2010
PEAK6 Investments LP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Financial Analysis, Mergers, Private Equity, Corporate Finance, Due Diligence, Data Analysis, Business Strategy, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Equity Research, Capital Markets, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2011
BBA, Finance
Jeff Schechter's Sterling Partners Experience July 2006 - Present
Job Chief Operating Officer at Sterling Partners
Industry Financial Services
Experience
Sterling Partners July 2006 - Present
Grotech Capital Group January 1995 - June 2006
Education
Loyola College in Maryland 1996 — 1999
Master's degree, Finance
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Accounting
Sterling Partners July 2006 - Present
Grotech Capital Group January 1995 - June 2006
Education
Loyola College in Maryland 1996 — 1999
Master's degree, Finance
University of Maryland College Park 1988 — 1992
Bachelor of Science (B.S.), Accounting
Daniel H. Reisner's Sterling Partners Experience March 2008 - October 2011
Job Advisory Board at Megalytics
Industry Venture Capital & Private Equity
Experience
Megalytics 2015 - Present
Sterling Partners March 2008 - October 2011
US Bank 2004 - 2008
Merrill Lynch Investment Banking Group 1990 - 2002
Goldman Sachs 1983 - 1986
Skills
Investment Banking, Fixed Income, Strategy, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BS
Megalytics 2015 - Present
Sterling Partners March 2008 - October 2011
US Bank 2004 - 2008
Merrill Lynch Investment Banking Group 1990 - 2002
Goldman Sachs 1983 - 1986
Skills
Investment Banking, Fixed Income, Strategy, Financial Modeling, Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development
Education
The University of Chicago Booth School of Business 1988 — 1990
MBA
University of Pennsylvania - The Wharton School 1979 — 1983
BS
Denise Domanski Reilly's Sterling Partners Experience June 2009 - Present
Job Docent at Mint Museum
Industry Fine Art
Experience
Sterling Partners June 2009 - Present
Mint Museum September 2008 - Present
Vance High School August 2003 - May 2008
Sacred Heart School August 2000 - June 2003
Aldine ISD August 1997 - June 2000
Skills
Fine Art, Contemporary Art, Ceramic, Visual Arts, Art, Arts Administration, Art History, Galleries, Museums, Curating, Art Education, Printmaking, Art Exhibitions, Drawing, Modern Art, Etching, Museum Education, Cultural Heritage, Museum Collections, Public Art, Sculpture, Painting, Intaglio, Studio Art, Oil Painting, Murals, Collage, Gallery Administration, Watercolor, Acrylic, Mixed Media, Visual Culture, Art Criticism, Art Gallery, Portrait Painting, Lithography, History of Art, Monotype, Art Handling, Figurative Art, Screen Printing, Craft, History, Relief Printmaking, Figure Drawing, Abstraction
Education
Michigan State University
Psychology credits
Sam Houston State University
BFA, Printmaking
University of Houston
K-12 Art Education Certification, Art Education, 3.89
Sterling Partners June 2009 - Present
Mint Museum September 2008 - Present
Vance High School August 2003 - May 2008
Sacred Heart School August 2000 - June 2003
Aldine ISD August 1997 - June 2000
Skills
Fine Art, Contemporary Art, Ceramic, Visual Arts, Art, Arts Administration, Art History, Galleries, Museums, Curating, Art Education, Printmaking, Art Exhibitions, Drawing, Modern Art, Etching, Museum Education, Cultural Heritage, Museum Collections, Public Art, Sculpture, Painting, Intaglio, Studio Art, Oil Painting, Murals, Collage, Gallery Administration, Watercolor, Acrylic, Mixed Media, Visual Culture, Art Criticism, Art Gallery, Portrait Painting, Lithography, History of Art, Monotype, Art Handling, Figurative Art, Screen Printing, Craft, History, Relief Printmaking, Figure Drawing, Abstraction
Education
Michigan State University
Psychology credits
Sam Houston State University
BFA, Printmaking
University of Houston
K-12 Art Education Certification, Art Education, 3.89
Lynn Dymond's Sterling Partners Experience 2004 - 2010
Job Controller at QuestMark Partners
Industry Accounting
Experience
QuestMark Partners June 2013 - Present
WMS Partners July 2010 - June 2013
Dymond Solutions / Private Equity Financial Consultant January 1996 - July 2010
Sterling Partners 2004 - 2010
CMEA Ventures May 2001 - April 2003
New Enterprise Associates February 1986 - January 1997
Education
University of Baltimore
Bachelor of Science, Accounting
QuestMark Partners June 2013 - Present
WMS Partners July 2010 - June 2013
Dymond Solutions / Private Equity Financial Consultant January 1996 - July 2010
Sterling Partners 2004 - 2010
CMEA Ventures May 2001 - April 2003
New Enterprise Associates February 1986 - January 1997
Education
University of Baltimore
Bachelor of Science, Accounting
Jeffrey Elburn's Sterling Partners Experience January 2008 - Present
Job Chief Financial Officer at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners January 2008 - Present
ABS Capital Partners September 2002 - December 2007
Deutsche Bank Securities August 2000 - September 2002
PHH September 1998 - January 2000
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Finance, Private Equity, Valuation, Financial Analysis, Investments
Education
Salisbury University - Perdue School of Business 1994 — 1998
MS, Business Administration
Sterling Partners January 2008 - Present
ABS Capital Partners September 2002 - December 2007
Deutsche Bank Securities August 2000 - September 2002
PHH September 1998 - January 2000
Skills
Mergers & Acquisitions, Due Diligence, Financial Modeling, Corporate Finance, Finance, Private Equity, Valuation, Financial Analysis, Investments
Education
Salisbury University - Perdue School of Business 1994 — 1998
MS, Business Administration
Shannon Zoller's Sterling Partners Experience August 2005 - September 2008
Job Experienced Private Equity Professional
Industry Financial Services
Experience
GCA Savvian Advisors March 2014 - Present
Persistence Holdings, LLC April 2013 - March 2014
UBS Investment Bank September 2008 - April 2013
Sterling Partners August 2005 - September 2008
FagelHaber LLC April 2000 - July 2005
Skills
Mergers, LBO, Private Equity, Portfolio Management, Entrepreneurship, Due Diligence, Financial Analysis, Venture Capital, Equities, Valuation, Private Placements, Restructuring, Fund Of Funds, Fixed Income, Financial Structuring, Equity Research, Emerging Markets, Bloomberg, Investor Relations, M&A experience, Asset Management, Growth Capital, Mezzanine, Buyouts
Education
University of Illinois at Urbana-Champaign
Chicago-Kent College of Law, Illinois Institute of Technology
JD
GCA Savvian Advisors March 2014 - Present
Persistence Holdings, LLC April 2013 - March 2014
UBS Investment Bank September 2008 - April 2013
Sterling Partners August 2005 - September 2008
FagelHaber LLC April 2000 - July 2005
Skills
Mergers, LBO, Private Equity, Portfolio Management, Entrepreneurship, Due Diligence, Financial Analysis, Venture Capital, Equities, Valuation, Private Placements, Restructuring, Fund Of Funds, Fixed Income, Financial Structuring, Equity Research, Emerging Markets, Bloomberg, Investor Relations, M&A experience, Asset Management, Growth Capital, Mezzanine, Buyouts
Education
University of Illinois at Urbana-Champaign
Chicago-Kent College of Law, Illinois Institute of Technology
JD
Danny Zoller's Sterling Partners Experience May 2000 - June 2006
Job EVP Business and Corporate Strategy, and Chief of Staff at Prospect Mortgage, LLC
Industry Financial Services
Experience
Prospect Mortgage, LLC 2009 - Present
IRVRU Company, LLC 2005 - Present
VISANOW 2008 - 2009
Astor Financial, LLC June 2006 - May 2008
Sterling Partners May 2000 - June 2006
Arnstein & Lehr LLP February 1995 - May 2000
Education
DePaul University College of Law 1990 — 1993
JD
The University of Texas at Austin 1986 — 1990
BBA
Prospect Mortgage, LLC 2009 - Present
IRVRU Company, LLC 2005 - Present
VISANOW 2008 - 2009
Astor Financial, LLC June 2006 - May 2008
Sterling Partners May 2000 - June 2006
Arnstein & Lehr LLP February 1995 - May 2000
Education
DePaul University College of Law 1990 — 1993
JD
The University of Texas at Austin 1986 — 1990
BBA
Paul John Rosario's Sterling Partners Experience March 2007 - July 2007
Job Assurance Senior Associate at McGladrey
Industry Accounting
Experience
McGladrey May 2014 - Present
Graff, Ballauer & Blanski, P.C. January 2014 - May 2014
E.C. Ortiz and Co., LLP June 2008 - December 2013
Leaf, Dahl and Company, Ltd August 2007 - February 2008
Sterling Partners March 2007 - July 2007
Skills
Financial Statements, QuickBooks, Process Improvement, Accounting, Budgets, Auditing, Account Reconciliation, Analysis, General Ledger, Tax Returns, Financial Audits, ProSystem fx Tax, Financial Reporting, Finance
Education
DePaul University 2002 — 2007
BS, Accountancy & Finance
McGladrey May 2014 - Present
Graff, Ballauer & Blanski, P.C. January 2014 - May 2014
E.C. Ortiz and Co., LLP June 2008 - December 2013
Leaf, Dahl and Company, Ltd August 2007 - February 2008
Sterling Partners March 2007 - July 2007
Skills
Financial Statements, QuickBooks, Process Improvement, Accounting, Budgets, Auditing, Account Reconciliation, Analysis, General Ledger, Tax Returns, Financial Audits, ProSystem fx Tax, Financial Reporting, Finance
Education
DePaul University 2002 — 2007
BS, Accountancy & Finance
Jeff Mumford's Sterling Partners Experience November 2008 - 2010
Job Vice President at Red Ventures
Industry Marketing and Advertising
Experience
Software Providers 2014 - Present
Red Ventures 2010 - Present
Innovative Eye Care 2011 - Present
Sterling Partners November 2008 - 2010
Educate Online October 2008 - 2010
Ernst & Young 2005 - 2008
Skills
Strategy, Educational Technology, Leadership, Marketing, Microsoft Excel, Social Media, Marketing Strategy, Analytics, Start-ups, Management
Education
Bearden High School
University of North Carolina at Chapel Hill
Auburn University
Software Providers 2014 - Present
Red Ventures 2010 - Present
Innovative Eye Care 2011 - Present
Sterling Partners November 2008 - 2010
Educate Online October 2008 - 2010
Ernst & Young 2005 - 2008
Skills
Strategy, Educational Technology, Leadership, Marketing, Microsoft Excel, Social Media, Marketing Strategy, Analytics, Start-ups, Management
Education
Bearden High School
University of North Carolina at Chapel Hill
Auburn University
Marty Mooney's Sterling Partners Experience 2011 - 2011
Job Vice President at Nova Capital Management
Industry Financial Services
Experience
Nova Capital Management October 2013 - Present
Mooney Capital Advisors January 2013 - Present
Sterling Partners 2011 - 2011
CHS Capital LLC July 2008 - June 2010
Morgan Stanley Investment Management July 2006 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investments, Financial Modeling, Due Diligence, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Entrepreneurship
University of Notre Dame 2003 — 2006
B.B.A, Finance
Nova Capital Management October 2013 - Present
Mooney Capital Advisors January 2013 - Present
Sterling Partners 2011 - 2011
CHS Capital LLC July 2008 - June 2010
Morgan Stanley Investment Management July 2006 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investments, Financial Modeling, Due Diligence, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Entrepreneurship
University of Notre Dame 2003 — 2006
B.B.A, Finance
Mike Williams's Sterling Partners Experience November 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Prospect Mortgage, LLC November 2012 - Present
Sterling Partners November 2012 - Present
Realogy Holdings Corp. October 2012 - Present
Livingston International May 2013 - Present
Drexel University September 2012 - Present
Children's National Medical Center December 2011 - Present
Fannie Mae April 2009 - June 2012
Fannie Mae November 2005 - April 2009
Fannie Mae January 2000 - November 2005
Fannie Mae November 1993 - January 2000
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Strategic Planning, Financial Risk, Loans, Program Management, Capital Markets, Executive Management, Credit, Portfolio Management, Loan Servicing
Education
Drexel University 1980 — 1983
Master of Business Administration (MBA), Corporate Finance
Drexel University 1975 — 1980
BS, Commerce & Engineering
Prospect Mortgage, LLC November 2012 - Present
Sterling Partners November 2012 - Present
Realogy Holdings Corp. October 2012 - Present
Livingston International May 2013 - Present
Drexel University September 2012 - Present
Children's National Medical Center December 2011 - Present
Fannie Mae April 2009 - June 2012
Fannie Mae November 2005 - April 2009
Fannie Mae January 2000 - November 2005
Fannie Mae November 1993 - January 2000
Skills
Mortgage Lending, Risk Management, Mortgage Banking, Strategic Planning, Financial Risk, Loans, Program Management, Capital Markets, Executive Management, Credit, Portfolio Management, Loan Servicing
Education
Drexel University 1980 — 1983
Master of Business Administration (MBA), Corporate Finance
Drexel University 1975 — 1980
BS, Commerce & Engineering
Steve Gladstone, CPA's Sterling Partners Experience June 2015 - Present
Job Senior Fund Accountant at Sterling Partners
Industry Accounting
Experience
Sterling Partners June 2015 - Present
KPMG US July 2013 - May 2015
KPMG US August 2011 - July 2013
Loyola University Maryland September 2007 - August 2011
KPMG July 2010 - August 2010
Education
Loyola University Maryland 2007 — 2011
BBA, Accounting, Information Systems
Sterling Partners June 2015 - Present
KPMG US July 2013 - May 2015
KPMG US August 2011 - July 2013
Loyola University Maryland September 2007 - August 2011
KPMG July 2010 - August 2010
Education
Loyola University Maryland 2007 — 2011
BBA, Accounting, Information Systems
Matt Hobson's Sterling Partners Experience December 2014 - Present
Job Systems Administrator
Industry Information Technology and Services
Experience
Sterling Partners December 2014 - Present
3 Red Group October 2012 - November 2014
Great Point Capital June 2012 - October 2012
XR Trading February 2010 - March 2012
State Farm Insurance May 2009 - August 2009
Country Insurance & Financial Services January 2009 - May 2009
CLTS/SAIT - Illinois State University August 2007 - January 2009
Skills
Cisco Switches, Cisco IOS, Windows Server 2008, Active Directory, Group Policy, Windows Server 2003, Server Hardware, Desktop Hardware, Server Administration, Server Management, Data Center, Data Migration, Network Administration, Network Operations, System Administration, Troubleshooting, Windows, Hardware, Windows Server, Desktop Support, Computer Hardware, Windows 7, Citrix, Server Architecture, Servers, Windows Server 2012, FreePBX, WSUS, Ubuntu 12.04, SIP Trunking, ASA, Juniper Switches, Arista, ESXi, Linux KVM, Linux System..., Linux, Technical Support, Unix, Operating Systems, WAN, Networking, Exchange Connectivity, System Deployment, Low Latency, Microsoft Exchange, Trading Systems, VMware ESX, Cisco Technologies, Electronic Trading
Education
DePaul University 2011 — 2013
MS, Network Engineering
Illinois State University 2007 — 2009
BS, Telecommunications Management
Sterling Partners December 2014 - Present
3 Red Group October 2012 - November 2014
Great Point Capital June 2012 - October 2012
XR Trading February 2010 - March 2012
State Farm Insurance May 2009 - August 2009
Country Insurance & Financial Services January 2009 - May 2009
CLTS/SAIT - Illinois State University August 2007 - January 2009
Skills
Cisco Switches, Cisco IOS, Windows Server 2008, Active Directory, Group Policy, Windows Server 2003, Server Hardware, Desktop Hardware, Server Administration, Server Management, Data Center, Data Migration, Network Administration, Network Operations, System Administration, Troubleshooting, Windows, Hardware, Windows Server, Desktop Support, Computer Hardware, Windows 7, Citrix, Server Architecture, Servers, Windows Server 2012, FreePBX, WSUS, Ubuntu 12.04, SIP Trunking, ASA, Juniper Switches, Arista, ESXi, Linux KVM, Linux System..., Linux, Technical Support, Unix, Operating Systems, WAN, Networking, Exchange Connectivity, System Deployment, Low Latency, Microsoft Exchange, Trading Systems, VMware ESX, Cisco Technologies, Electronic Trading
Education
DePaul University 2011 — 2013
MS, Network Engineering
Illinois State University 2007 — 2009
BS, Telecommunications Management
Kim Vender Moffat's Sterling Partners Experience 2008 - Present
Job Principal at Sterling Partners
Industry Venture Capital & Private Equity
Experience
PlattForm 2015 - Present
Ashworth College 2014 - Present
Surgical Solutions 2014 - Present
School of Rock 2013 - Present
The InfiLaw System 2012 - Present
Sterling Partners 2008 - Present
Shorelight Education 2013 - February 2015
McKinsey & Company 2006 - 2008
Kirkland & Ellis LLP 2005 - 2005
Sterling Partners 1999 - 2003
Skills
Acquisition Integration, Investment Banking, Due Diligence, Venture Capital, Corporate Development, Management Consulting, M&A experience, Private Equity, Mergers & Acquisitions, Competitive Analysis, Business Strategy, Financial Analysis, Investments, Mergers, Business Valuation, Strategy, Corporate Finance, LBO, Start-ups, Alternative Investments, Entrepreneurship, Strategic Planning, Business Development, Management, Executive Management
Education
Northwestern University - Kellogg School of Management 2003 — 2006
Master of Business Administration, Management & Strategy
Northwestern University School of Law 2003 — 2006
Juris Doctor
Harvard University 1994 — 1998
PlattForm 2015 - Present
Ashworth College 2014 - Present
Surgical Solutions 2014 - Present
School of Rock 2013 - Present
The InfiLaw System 2012 - Present
Sterling Partners 2008 - Present
Shorelight Education 2013 - February 2015
McKinsey & Company 2006 - 2008
Kirkland & Ellis LLP 2005 - 2005
Sterling Partners 1999 - 2003
Skills
Acquisition Integration, Investment Banking, Due Diligence, Venture Capital, Corporate Development, Management Consulting, M&A experience, Private Equity, Mergers & Acquisitions, Competitive Analysis, Business Strategy, Financial Analysis, Investments, Mergers, Business Valuation, Strategy, Corporate Finance, LBO, Start-ups, Alternative Investments, Entrepreneurship, Strategic Planning, Business Development, Management, Executive Management
Education
Northwestern University - Kellogg School of Management 2003 — 2006
Master of Business Administration, Management & Strategy
Northwestern University School of Law 2003 — 2006
Juris Doctor
Harvard University 1994 — 1998
Madelyn Stevenson's Sterling Partners Experience June 2014 - Present
Job Finance Administrator at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2014 - Present
Constellation Energy Nuclear Group, LLC April 2013 - March 2014
Constellation Energy Nuclear Group, LLC January 2010 - April 2013
Baltimore International Academy November 2008 - July 2009
Education
The Johns Hopkins University 2012 — 2016
Master's Degree, Communications
Oberlin College 2004 — 2008
Bachelor's Degree, Politics (International), French, 3.7 GPA
Sterling Partners June 2014 - Present
Constellation Energy Nuclear Group, LLC April 2013 - March 2014
Constellation Energy Nuclear Group, LLC January 2010 - April 2013
Baltimore International Academy November 2008 - July 2009
Education
The Johns Hopkins University 2012 — 2016
Master's Degree, Communications
Oberlin College 2004 — 2008
Bachelor's Degree, Politics (International), French, 3.7 GPA
Allen Tibshrany's Sterling Partners Experience January 2014 - March 2015
Job
Industry Venture Capital & Private Equity
Experience
City Capital Ventures April 2015 - Present
Shorelight Education June 2014 - March 2015
Sterling Partners January 2014 - March 2015
Sterling Partners January 2013 - December 2013
Sterling Partners April 2011 - December 2012
A.T. Kearney June 2005 - April 2011
Gregory Electric Company September 2000 - August 2003
Fluor July 1998 - August 2000
Skills
Corporate Development, Strategy, Management Consulting, Private Equity, Due Diligence, Marketing Strategy, Valuation, Growth Strategies, Financial Modeling, Acquisition Integration, Entrepreneurship, Business Development, Leadership, Management, Business Strategy, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Social Media Marketing, Word Of Mouth Marketing
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Management & Strategy, Finance, Organizational Behavior
University of South Carolina-Columbia 1994 — 1998
BS, Electrical Engineering
City Capital Ventures April 2015 - Present
Shorelight Education June 2014 - March 2015
Sterling Partners January 2014 - March 2015
Sterling Partners January 2013 - December 2013
Sterling Partners April 2011 - December 2012
A.T. Kearney June 2005 - April 2011
Gregory Electric Company September 2000 - August 2003
Fluor July 1998 - August 2000
Skills
Corporate Development, Strategy, Management Consulting, Private Equity, Due Diligence, Marketing Strategy, Valuation, Growth Strategies, Financial Modeling, Acquisition Integration, Entrepreneurship, Business Development, Leadership, Management, Business Strategy, Strategic Planning, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Social Media Marketing, Word Of Mouth Marketing
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA, Management & Strategy, Finance, Organizational Behavior
University of South Carolina-Columbia 1994 — 1998
BS, Electrical Engineering
Shoshana Vernick's Sterling Partners Experience September 2003 - Present
Job Managing Director at Sterling Partners Education Opportunity Fund
Industry Venture Capital & Private Equity
Experience
Sterling Partners - Education Opportunity Fund April 2015 - Present
SusieCakes Bakeries January 2013 - Present
Progressus Therapy January 2012 - Present
City Year January 2009 - Present
Sterling Partners September 2003 - Present
SecureNet Payment Systems January 2011 - December 2014
Livingston International May 2013 - September 2014
School of Rock June 2009 - May 2013
One Equity Partners June 2001 - September 2003
Razorfish June 2000 - June 2001
Skills
Private Equity, Venture Capital, LBO, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Financial Modeling, Investment Banking, Corporate Finance, Investments, Financial Analysis
Education
Indiana University Bloomington 1994 — 1998
BS, Accounting, Finance, Intl Studies
Sterling Partners - Education Opportunity Fund April 2015 - Present
SusieCakes Bakeries January 2013 - Present
Progressus Therapy January 2012 - Present
City Year January 2009 - Present
Sterling Partners September 2003 - Present
SecureNet Payment Systems January 2011 - December 2014
Livingston International May 2013 - September 2014
School of Rock June 2009 - May 2013
One Equity Partners June 2001 - September 2003
Razorfish June 2000 - June 2001
Skills
Private Equity, Venture Capital, LBO, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Financial Modeling, Investment Banking, Corporate Finance, Investments, Financial Analysis
Education
Indiana University Bloomington 1994 — 1998
BS, Accounting, Finance, Intl Studies
John W. Sullivan, CPA's Sterling Partners Experience March 2012 - December 2012
Job Senior Manager of Accounting at Connections Education
Industry Accounting
Experience
Connections Education 2014 - Present
McGladrey January 2013 - 2014
Sterling Partners March 2012 - December 2012
Sterling Partners April 2010 - February 2012
KPMG June 2008 - April 2010
KPMG June 2005 - June 2008
Skills
Internal Controls, Auditing, Financial Reporting, Accounting
Education
University of Delaware 1999 — 2003
BS Accounting
Connections Education 2014 - Present
McGladrey January 2013 - 2014
Sterling Partners March 2012 - December 2012
Sterling Partners April 2010 - February 2012
KPMG June 2008 - April 2010
KPMG June 2005 - June 2008
Skills
Internal Controls, Auditing, Financial Reporting, Accounting
Education
University of Delaware 1999 — 2003
BS Accounting
Terence O'Keeffe's Sterling Partners Experience February 2010 - April 2012
Job Senior Associate Consumer and Industrial Products and Services
Industry Management Consulting
Experience
Strategy&, part of the PwC network November 2013 - Present
Cenveo October 2012 - October 2013
Sterling Partners February 2010 - April 2012
The Warranty Group September 2007 - November 2009
CVS Caremark Corporation May 2006 - September 2007
CVS Caremark Corporation May 2004 - December 2005
Skills
Financial Analysis, Internal Controls, Finance, Financial Modeling, Financial Reporting, Process Improvement, Strategic Planning, Due Diligence, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Managerial Finance, Auditing, Valuation, Corporate Finance, Executive Management, Private Equity, Strategic Financial..., Forecasting, Financial Planning
Education
St. Norbert College 2002 — 2006
BS, Business Administration
Strategy&, part of the PwC network November 2013 - Present
Cenveo October 2012 - October 2013
Sterling Partners February 2010 - April 2012
The Warranty Group September 2007 - November 2009
CVS Caremark Corporation May 2006 - September 2007
CVS Caremark Corporation May 2004 - December 2005
Skills
Financial Analysis, Internal Controls, Finance, Financial Modeling, Financial Reporting, Process Improvement, Strategic Planning, Due Diligence, Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Managerial Finance, Auditing, Valuation, Corporate Finance, Executive Management, Private Equity, Strategic Financial..., Forecasting, Financial Planning
Education
St. Norbert College 2002 — 2006
BS, Business Administration
Simeon McMillan's Sterling Partners Experience August 2010 - July 2012
Job Investment Analyst
Industry Investment Management
Experience
MSF Capital February 2014 - August 2015
FrontFour Capital Group, LLC June 2013 - December 2013
Tyrian Investments, LP September 2012 - December 2012
Sterling Partners August 2010 - July 2012
Goldman Sachs - Tech, Media & Telecom July 2008 - July 2010
Skills
Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Valuation, Equities, Mergers & Acquisitions, Business Strategy, Capital Markets, Investment Banking, Strategic Planning, Investments, Data Analysis, Venture Capital, Microsoft Excel, LBO
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Value Investing
Wharton School of Business 2004 — 2008
BS, Economics, Operations Information Management
University of Pennsylvania
MSF Capital February 2014 - August 2015
FrontFour Capital Group, LLC June 2013 - December 2013
Tyrian Investments, LP September 2012 - December 2012
Sterling Partners August 2010 - July 2012
Goldman Sachs - Tech, Media & Telecom July 2008 - July 2010
Skills
Financial Modeling, Financial Analysis, Private Equity, Corporate Finance, Due Diligence, Valuation, Equities, Mergers & Acquisitions, Business Strategy, Capital Markets, Investment Banking, Strategic Planning, Investments, Data Analysis, Venture Capital, Microsoft Excel, LBO
Education
Columbia University - Columbia Business School 2012 — 2014
MBA, Value Investing
Wharton School of Business 2004 — 2008
BS, Economics, Operations Information Management
University of Pennsylvania
Sam Beritela's Sterling Partners Experience May 2000 - April 2004
Job Managing Director JPB Partners
Industry Venture Capital & Private Equity
Experience
Ticknors Men's Clothiers March 2015 - Present
The Greene Turtle Franchise Corp. March 2011 - Present
JPB Partners June 2010 - Present
JPB Capital Partners June 2010 - Present
Cielo Capital Management February 2006 - May 2010
Sterling Partners May 2000 - April 2004
Cramer Rosenthal McGlynn October 1998 - May 2000
Ernst & Young 1986 - 1995
Skills
Investments, Venture Capital, Private Equity, Capital, Mergers, Hedge Funds, Portfolio Management, Equities, Financial Reporting, Accounting, Mergers & Acquisitions, Securities, Asset Management, Finance, Strategic Planning, Financial Analysis, Strategy, Corporate Development, Valuation, Real Estate, Due Diligence, Corporate Finance, Restructuring, Business Valuation, Loans, Financial Modeling, LBO, M&A experience, Financial Structuring, Executive Management, Divestitures
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing and Strategy
Loyola College in Maryland 1982 — 1986
BA, Accounting
Ticknors Men's Clothiers March 2015 - Present
The Greene Turtle Franchise Corp. March 2011 - Present
JPB Partners June 2010 - Present
JPB Capital Partners June 2010 - Present
Cielo Capital Management February 2006 - May 2010
Sterling Partners May 2000 - April 2004
Cramer Rosenthal McGlynn October 1998 - May 2000
Ernst & Young 1986 - 1995
Skills
Investments, Venture Capital, Private Equity, Capital, Mergers, Hedge Funds, Portfolio Management, Equities, Financial Reporting, Accounting, Mergers & Acquisitions, Securities, Asset Management, Finance, Strategic Planning, Financial Analysis, Strategy, Corporate Development, Valuation, Real Estate, Due Diligence, Corporate Finance, Restructuring, Business Valuation, Loans, Financial Modeling, LBO, M&A experience, Financial Structuring, Executive Management, Divestitures
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Marketing and Strategy
Loyola College in Maryland 1982 — 1986
BA, Accounting
Colin Keeler's Sterling Partners Experience July 2015 - Present
Job Associate at Sterling Partners
Industry Investment Banking
Experience
Sterling Partners July 2015 - Present
Lincoln International July 2012 - June 2015
PNC June 2011 - August 2011
Medco June 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Preparatory School 2004 — 2008
Sterling Partners July 2015 - Present
Lincoln International July 2012 - June 2015
PNC June 2011 - August 2011
Medco June 2010 - August 2010
Education
University of Notre Dame - Mendoza College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
University of Notre Dame 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
St. Joseph's Preparatory School 2004 — 2008
Blake Kuhlenschmidt's Sterling Partners Experience August 2010 - July 2013
Job Director M&A at Brace Industrial Group
Industry Venture Capital & Private Equity
Experience
BRACE Industrial Group August 2013 - Present
Sterling Partners August 2010 - July 2013
Morgan Stanley May 2009 - July 2010
Bank of America July 2007 - March 2009
Katz, Sapper & Miller January 2005 - April 2005
Skills
Private Equity, Corporate Development, Valuation, Venture Capital, LBO, Investment Banking, Financial Modeling, Due Diligence, Mergers, Corporate Finance, M&A experience, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2007
Bachelor of Science in Business, Accounting and Finance
Maastricht University 2006 — 2006
BRACE Industrial Group August 2013 - Present
Sterling Partners August 2010 - July 2013
Morgan Stanley May 2009 - July 2010
Bank of America July 2007 - March 2009
Katz, Sapper & Miller January 2005 - April 2005
Skills
Private Equity, Corporate Development, Valuation, Venture Capital, LBO, Investment Banking, Financial Modeling, Due Diligence, Mergers, Corporate Finance, M&A experience, Investments, Financial Analysis
Education
Indiana University - Kelley School of Business 2002 — 2007
Bachelor of Science in Business, Accounting and Finance
Maastricht University 2006 — 2006
jeremy Ring's Sterling Partners Experience 2013 - 2013
Job State Senator at State of Florida
Industry Biotechnology
Experience
Vivana June 2011 - Present
State of Florida November 2006 - Present
Sterling Partners 2013 - 2013
Sterling 2013 - 2013
Yahoo January 1996 - March 2001
Education
Syracuse University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Avdertising
Vivana June 2011 - Present
State of Florida November 2006 - Present
Sterling Partners 2013 - 2013
Sterling 2013 - 2013
Yahoo January 1996 - March 2001
Education
Syracuse University 1988 — 1992
Bachelor of Applied Science (B.A.Sc.), Avdertising
Georgia Diamond's Sterling Partners Experience October 2001 - March 2005
Job Trust & IM administrator II at First Western Bank
Industry Banking
Experience
First Western Trust March 2005 - Present
Sterling Partners October 2001 - March 2005
The Harder Group December 1995 - November 2000
Skills
Banking, Credit, Customer Service, Management, Commercial Banking, Microsoft Office, Credit Analysis, Loans, Risk Management, Mortgage Lending
Education
University of Colorado Denver 1985 — 1989
Marketing/Marketing Management, General
First Western Trust March 2005 - Present
Sterling Partners October 2001 - March 2005
The Harder Group December 1995 - November 2000
Skills
Banking, Credit, Customer Service, Management, Commercial Banking, Microsoft Office, Credit Analysis, Loans, Risk Management, Mortgage Lending
Education
University of Colorado Denver 1985 — 1989
Marketing/Marketing Management, General
Kathleen Murray's Sterling Partners Experience November 2009 - February 2010
Job Administrative Coordinator for the Office of Finance and Treasurer at American University
Industry Executive Office
Experience
American University May 2015 - Present
CEEPCO Contracting, LLC. March 2014 - May 2015
The Henry M. Jackson Foundation for the Advancement of Military Medicine August 2012 - March 2014
The Henry M. Jackson Foundation for the Advancement of Military Medicine January 2011 - August 2012
Zoptopz, Inc January 2010 - December 2010
Sterling Partners November 2009 - February 2010
Marketing Werks January 2009 - October 2009
Marketing Werks February 2008 - December 2008
US Concepts August 2007 - January 2008
Skills
Business Writing, Executive Calendar..., Microsoft Excel, Communication, Travel Planning, Accounts Payable, Cash Receipts, Customer Service, Oracle Applications
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
American University May 2015 - Present
CEEPCO Contracting, LLC. March 2014 - May 2015
The Henry M. Jackson Foundation for the Advancement of Military Medicine August 2012 - March 2014
The Henry M. Jackson Foundation for the Advancement of Military Medicine January 2011 - August 2012
Zoptopz, Inc January 2010 - December 2010
Sterling Partners November 2009 - February 2010
Marketing Werks January 2009 - October 2009
Marketing Werks February 2008 - December 2008
US Concepts August 2007 - January 2008
Skills
Business Writing, Executive Calendar..., Microsoft Excel, Communication, Travel Planning, Accounts Payable, Cash Receipts, Customer Service, Oracle Applications
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts (B.A.), English Language and Literature, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial