Stern Stewart & Co.
Industry: Management consulting company
DescriptionStern Stewart & Co. is a consulting company founded in New York in 1982 by Joel M. Stern and G. Bennett Stewart III. Stern Stewart & Co. is specialized in value-based management and offers its services primarily in the areas of portfolio strategy, portfolio valuation and corporate management. Founded: 1982 Headquarters: Munich, Germany Number of employees: 80 (2012) Type of business: Incorporated partnership Founders: Joel Stern, G. Bennett Stewart III
Stern Stewart & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stern Stewart & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Stern Stewart & Co. Employees
Employee
Years
Job
Industry
Jennifer (Reigle) Cook Jennifer (Reigle) Cook's Stern Stewart & Co. Experience August 2010 - February 2012
Job Manager at BDO Consulting Valuation & Business Analytics
Industry Financial Services
Experience
BDO Consulting - Valuation & Business Analytics August 2015 - Present
BDO Consulting - Valuation & Business Analytics October 2013 - July 2015
BDO Consulting's Valuation Services February 2012 - October 2013
Stern Stewart & Co. August 2010 - February 2012
Robert H. Smith School of Business January 2010 - May 2010
BDO Seidman, LLP June 2009 - August 2009
Robert H. Smith School of Business September 2008 - May 2009
BDO Seidman, LLP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Performance Measurement, Industry Analysis, Accounting, Audit, Management Consulting, Equity Research, Bloomberg, Excel, PowerPoint, Word, Microsoft Office, Auditing, Tax, Microsoft Excel, Business Valuation
Education
University of Maryland College Park 2005 — 2010
B.S. in Accounting, B.S. in Finance
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Management
BDO Consulting - Valuation & Business Analytics August 2015 - Present
BDO Consulting - Valuation & Business Analytics October 2013 - July 2015
BDO Consulting's Valuation Services February 2012 - October 2013
Stern Stewart & Co. August 2010 - February 2012
Robert H. Smith School of Business January 2010 - May 2010
BDO Seidman, LLP June 2009 - August 2009
Robert H. Smith School of Business September 2008 - May 2009
BDO Seidman, LLP June 2008 - August 2008
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Performance Measurement, Industry Analysis, Accounting, Audit, Management Consulting, Equity Research, Bloomberg, Excel, PowerPoint, Word, Microsoft Office, Auditing, Tax, Microsoft Excel, Business Valuation
Education
University of Maryland College Park 2005 — 2010
B.S. in Accounting, B.S. in Finance
Università Commerciale 'Luigi Bocconi' 2009 — 2009
Management
Rosella Rivers Rosella Rivers's Stern Stewart & Co. Experience 1995 - 1998
Job Billing Support Specialist at Micro Clean Inc
Industry Accounting
Experience
Micro Clean Inc March 2015 - Present
Prometheus Global Media May 2011 - March 2015
Epsilon Interactive 2008 - 2010
PricewaterhouseCoopers 2003 - 2007
PwC July 1998 - September 2003
Stern Stewart & Co. 1995 - 1998
Skills
Publishing, Accounting, Financial Reporting, Customer Service, Cash Flow, Accounts Receivable, Finance, Account Reconciliation, Microsoft Excel, Journal Entries, Microsoft Office, Auditing, QuickBooks, Financial Accounting, Financial Analysis, Budgets, Payroll
Education
Penn Foster Career School 2011 — 2012
Bookkeeping Career Diploma, Bookkeeping
University of Phoenix 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Computerized Accounting System Technology
Saunders Trade And Technical High Scool 1986 — 1989
Trade Diploma, Accounting
Micro Clean Inc March 2015 - Present
Prometheus Global Media May 2011 - March 2015
Epsilon Interactive 2008 - 2010
PricewaterhouseCoopers 2003 - 2007
PwC July 1998 - September 2003
Stern Stewart & Co. 1995 - 1998
Skills
Publishing, Accounting, Financial Reporting, Customer Service, Cash Flow, Accounts Receivable, Finance, Account Reconciliation, Microsoft Excel, Journal Entries, Microsoft Office, Auditing, QuickBooks, Financial Accounting, Financial Analysis, Budgets, Payroll
Education
Penn Foster Career School 2011 — 2012
Bookkeeping Career Diploma, Bookkeeping
University of Phoenix 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Computerized Accounting System Technology
Saunders Trade And Technical High Scool 1986 — 1989
Trade Diploma, Accounting
Caglar Somek Caglar Somek's Stern Stewart & Co. Experience 1999 - 2000
Job Chief Investment Officer at Caravel Management LLC
Industry Investment Management
Experience
The Caravel Management LLC January 2015 - Present
Caravel Management LLC March 2009 - Present
Goldman Sachs Asset Management May 2007 - December 2008
Former Salomon Brothers Asset Management (Clearbridge Advisors/Legg Mason) 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Stern Stewart & Co. 1999 - 2000
Skills
Equity Research, Valuation, Portfolio Management, Investments, Emerging Markets, Frontier Markets, French, Turkish, Strategy, Financial Modeling, Equities, Due Diligence, Risk Management, Corporate Finance, Investment Management, Economics, Financial Markets, Alternative Investments, Commodity, Finance, Securities, Mutual Funds, Hedge Funds, Financial Risk, IPO, Investment Banking, Private Equity, Financial Services, Capital Markets, Bloomberg, Equity Valuation, Asset Management, Fund Of Funds, Bonds, Asset Allocation, Trading, Options, Investment Strategies, Derivatives, Financial Structuring, Structured Finance, Equity Trading, Structured Products, Investment Advisory, Investor Relations, Global Macro, Venture Capital, Financial Advisory, Institutional...
Education
Brandeis International Business School 1997 — 1998
MA
Université Paris Dauphine 1993 — 1997
Magistere de Banque Finance Assurance
Lycee Saint Joseph Istanbul, Turkey 1986 — 1992
Baccalaureat
The Caravel Management LLC January 2015 - Present
Caravel Management LLC March 2009 - Present
Goldman Sachs Asset Management May 2007 - December 2008
Former Salomon Brothers Asset Management (Clearbridge Advisors/Legg Mason) 2005 - 2007
Credit Suisse First Boston 2000 - 2005
Stern Stewart & Co. 1999 - 2000
Skills
Equity Research, Valuation, Portfolio Management, Investments, Emerging Markets, Frontier Markets, French, Turkish, Strategy, Financial Modeling, Equities, Due Diligence, Risk Management, Corporate Finance, Investment Management, Economics, Financial Markets, Alternative Investments, Commodity, Finance, Securities, Mutual Funds, Hedge Funds, Financial Risk, IPO, Investment Banking, Private Equity, Financial Services, Capital Markets, Bloomberg, Equity Valuation, Asset Management, Fund Of Funds, Bonds, Asset Allocation, Trading, Options, Investment Strategies, Derivatives, Financial Structuring, Structured Finance, Equity Trading, Structured Products, Investment Advisory, Investor Relations, Global Macro, Venture Capital, Financial Advisory, Institutional...
Education
Brandeis International Business School 1997 — 1998
MA
Université Paris Dauphine 1993 — 1997
Magistere de Banque Finance Assurance
Lycee Saint Joseph Istanbul, Turkey 1986 — 1992
Baccalaureat
Bill Hubbell Bill Hubbell's Stern Stewart & Co. Experience 1994 - 1996
Job Sr. Architect at Microsoft
Industry Computer Software
Experience
Microsoft October 2013 - Present
Microsoft January 2004 - Present
Lumin Group 2002 - 2003
Abacus Direct/DoubleClick 1999 - 2002
Stern Stewart & Co. 1994 - 1996
The Polk Company (formerly National Demographics & Lifestyles) 1990 - 1995
Experian (TRW Credit Data) 1976 - 1988
Experian (TRW Credit Data) 1976 - 1988
Valant & Co 1982 - 1984
Skills
Change Management, Shareholder value EVA, Business Intelligence, Statistical Modeling, IT Strategy, Management Consulting, Cloud Computing, Governance, Cross-functional Team..., SaaS, Start-ups, Business Strategy, Business Analysis, Enterprise Software, Strategic Planning, Strategy Development, Professional Services, Analytics, Vendor Management, Mergers, Outsourcing, Competitive Analysis, Strategic Partnerships, Decision Support, Segmentation, Business Planning, Integration, Product Management, ERP, Business Process, Software Development, Planning, Program Management, Forecasting, Consultancy, Product Marketing, Alliances, Project Portfolio..., Process Improvement, Business Modeling, Portfolio Management, Team Leadership, Deployment, Marketing Strategy, Alignment, Customer Relations, People Management, Business Management, Entrepreneur, Financial Analysis
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Finance, Accounting
University of Southern California 1966 — 1970
BA, Economics, Mathematics
Microsoft October 2013 - Present
Microsoft January 2004 - Present
Lumin Group 2002 - 2003
Abacus Direct/DoubleClick 1999 - 2002
Stern Stewart & Co. 1994 - 1996
The Polk Company (formerly National Demographics & Lifestyles) 1990 - 1995
Experian (TRW Credit Data) 1976 - 1988
Experian (TRW Credit Data) 1976 - 1988
Valant & Co 1982 - 1984
Skills
Change Management, Shareholder value EVA, Business Intelligence, Statistical Modeling, IT Strategy, Management Consulting, Cloud Computing, Governance, Cross-functional Team..., SaaS, Start-ups, Business Strategy, Business Analysis, Enterprise Software, Strategic Planning, Strategy Development, Professional Services, Analytics, Vendor Management, Mergers, Outsourcing, Competitive Analysis, Strategic Partnerships, Decision Support, Segmentation, Business Planning, Integration, Product Management, ERP, Business Process, Software Development, Planning, Program Management, Forecasting, Consultancy, Product Marketing, Alliances, Project Portfolio..., Process Improvement, Business Modeling, Portfolio Management, Team Leadership, Deployment, Marketing Strategy, Alignment, Customer Relations, People Management, Business Management, Entrepreneur, Financial Analysis
Education
UCLA Anderson School of Management 1973 — 1975
MBA, Finance, Accounting
University of Southern California 1966 — 1970
BA, Economics, Mathematics
Enrico Ghio Enrico Ghio's Stern Stewart & Co. Experience October 2012 - December 2012
Job MBA Candidate at The University of Chicago Booth School of Business
Industry Management Consulting
Experience
goetzpartners February 2013 - July 2015
Stern Stewart & Co. October 2012 - December 2012
SMP AG Strategy Consulting April 2012 - June 2012
Studio Francardo November 2011 - March 2012
Autostrade per l'Italia July 2009 - September 2009
Skills
Strategy, Management Consulting, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Project Management, Economics
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2010 — 2011
MSc, Economics, Graduated with Distinction
The London School of Economics and Political Science (LSE) 2007 — 2010
BSc, Economics, Graduated with First Class Honours
goetzpartners February 2013 - July 2015
Stern Stewart & Co. October 2012 - December 2012
SMP AG Strategy Consulting April 2012 - June 2012
Studio Francardo November 2011 - March 2012
Autostrade per l'Italia July 2009 - September 2009
Skills
Strategy, Management Consulting, Business Strategy, Due Diligence, Corporate Finance, Financial Modeling, Project Management, Economics
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (MBA)
The London School of Economics and Political Science (LSE) 2010 — 2011
MSc, Economics, Graduated with Distinction
The London School of Economics and Political Science (LSE) 2007 — 2010
BSc, Economics, Graduated with First Class Honours
Craig Savarese; FP&A Craig Savarese; FP&A's Stern Stewart & Co. Experience 1993 - 1998
Job Director of Investments at HewlettPackard
Industry Information Technology and Services
Experience
Ceret LLC October 2011 - December 2014
Weatherchem Corporation 2010 - 2011
Accenture January 2004 - June 2010
Boston Consulting Group January 2001 - June 2003
Independent Consultant January 1999 - December 2000
Stern Stewart & Co. 1993 - 1998
Northrop Grumman Corporation 1986 - 1993
Skills
Divestitures, Mergers, Acquisition Integration, Financial Analysis, Financial Modeling, Strategy, Strategic Financial..., Value Creation, Mergers & Acquisitions, Business Process..., Competitive Analysis, Due Diligence, Corporate Finance, Financial Planning
Education
Hofstra University 1987 — 1990
MBA
Syracuse University 1981 — 1985
BS
Ceret LLC October 2011 - December 2014
Weatherchem Corporation 2010 - 2011
Accenture January 2004 - June 2010
Boston Consulting Group January 2001 - June 2003
Independent Consultant January 1999 - December 2000
Stern Stewart & Co. 1993 - 1998
Northrop Grumman Corporation 1986 - 1993
Skills
Divestitures, Mergers, Acquisition Integration, Financial Analysis, Financial Modeling, Strategy, Strategic Financial..., Value Creation, Mergers & Acquisitions, Business Process..., Competitive Analysis, Due Diligence, Corporate Finance, Financial Planning
Education
Hofstra University 1987 — 1990
MBA
Syracuse University 1981 — 1985
BS
Christopher Detzel Christopher Detzel's Stern Stewart & Co. Experience February 2008 - April 2008
Job Consultant bei The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group January 2011 - July 2014
smsdhiersoir.fr January 2010 - January 2011
Stern Stewart & Co. February 2008 - April 2008
HypoeVereinsbank AG August 2007 - October 2007
Adolf Würth GmbH & Co KG June 2006 - December 2006
Skills
Management Consulting, Business Transformation, Organizational Design, Strategy, Strategic Consulting, Market Entry, Business Strategy, Financial Modeling, Business Process..., Change Management, Business Analysis, Corporate Development
Education
HEC Paris 2009 — 2010
Master of Science (M.Sc.), Managerial and Financial Economics
Katholische Universität Eichstätt-Ingolstadt 2006 — 2009
Bachelor of Science (B.Sc.), Business Administrations
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group January 2011 - July 2014
smsdhiersoir.fr January 2010 - January 2011
Stern Stewart & Co. February 2008 - April 2008
HypoeVereinsbank AG August 2007 - October 2007
Adolf Würth GmbH & Co KG June 2006 - December 2006
Skills
Management Consulting, Business Transformation, Organizational Design, Strategy, Strategic Consulting, Market Entry, Business Strategy, Financial Modeling, Business Process..., Change Management, Business Analysis, Corporate Development
Education
HEC Paris 2009 — 2010
Master of Science (M.Sc.), Managerial and Financial Economics
Katholische Universität Eichstätt-Ingolstadt 2006 — 2009
Bachelor of Science (B.Sc.), Business Administrations
Gabe Bodhi, CFA Gabe Bodhi, CFA's Stern Stewart & Co. Experience 1998 - 2000
Job Private Investor
Industry Investment Management
Experience
GB Capital Holdings LLC 2013 - Present
Cloudtag Inc 2013 - 2014
Stabilitas Capital Management 2011 - 2013
Janus Capital Group 2002 - 2011
Palo Alto Investors March 2001 - September 2001
The Boston Consulting Group 2001 - 2001
Stern Stewart & Co. 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Valuation, Asset Management, Mutual Funds, Financial Services, Leadership, Equity Research, Financial Risk, Alternative Investments, Financial Modeling, Equity Valuation, Bloomberg, Investment Management, Investment Strategies, Asset Managment, Options, Emerging Markets, Private Equity, Financial Analysis
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School, University of Pennsylvania 1992 — 1996
BS, Economics (Concentration in Finance)
GB Capital Holdings LLC 2013 - Present
Cloudtag Inc 2013 - 2014
Stabilitas Capital Management 2011 - 2013
Janus Capital Group 2002 - 2011
Palo Alto Investors March 2001 - September 2001
The Boston Consulting Group 2001 - 2001
Stern Stewart & Co. 1998 - 2000
Putnam Investments 1995 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Valuation, Asset Management, Mutual Funds, Financial Services, Leadership, Equity Research, Financial Risk, Alternative Investments, Financial Modeling, Equity Valuation, Bloomberg, Investment Management, Investment Strategies, Asset Managment, Options, Emerging Markets, Private Equity, Financial Analysis
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School, University of Pennsylvania 1992 — 1996
BS, Economics (Concentration in Finance)
Timothy Frost Timothy Frost's Stern Stewart & Co. Experience 1983 - 1985
Job Director at Consolidated Edison
Industry Utilities
Experience
Con Edison 1996 - Present
Credit Suisse First Boston 1994 - 1995
Booz Allen Hamilton 1986 - 1994
Continental Illinois Bank (now Bank of America) 1985 - 1986
Stern Stewart & Co. 1983 - 1985
Saint Paul Companies (now Travelers) 1981 - 1982
Skills
Financial Modeling, Valuation, Mergers, Due Diligence, Investments, Negotiation, Renewable Energy, Energy, Cleantech, Corporate Development, Project Finance, Corporate Finance, Management Consulting, Business Strategy, Start-ups, Finance, Mergers & Acquisitions, Business Development
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Economics
Macalester College 1979 — 1983
BA, Economics
Con Edison 1996 - Present
Credit Suisse First Boston 1994 - 1995
Booz Allen Hamilton 1986 - 1994
Continental Illinois Bank (now Bank of America) 1985 - 1986
Stern Stewart & Co. 1983 - 1985
Saint Paul Companies (now Travelers) 1981 - 1982
Skills
Financial Modeling, Valuation, Mergers, Due Diligence, Investments, Negotiation, Renewable Energy, Energy, Cleantech, Corporate Development, Project Finance, Corporate Finance, Management Consulting, Business Strategy, Start-ups, Finance, Mergers & Acquisitions, Business Development
Education
The University of Chicago Booth School of Business 1985 — 1987
MBA, Finance, Economics
Macalester College 1979 — 1983
BA, Economics
Alonso Gomez Alonso Gomez's Stern Stewart & Co. Experience April 2004 - July 2010
Job Investment Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation July 2014 - Present
IFC - International Finance Corporation September 2012 - July 2014
IFC - International Finance Corporation June 2011 - September 2011
Stern Stewart & Co. April 2004 - July 2010
Skills
Financial Modeling, Business Strategy, Valuation, Corporate Finance, Financial Analysis, Management Consulting, Strategy, Emerging Markets, Investments, Due Diligence, Business Planning, Investment Banking, Private Equity
Education
London Business School 2010 — 2012
Master of Business Administration (MBA), Private Equity and Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2003
Bachelor of Arts (B.A.), Economics
Indiana University Bloomington 2002 — 2002
Finance, General
IFC - International Finance Corporation July 2014 - Present
IFC - International Finance Corporation September 2012 - July 2014
IFC - International Finance Corporation June 2011 - September 2011
Stern Stewart & Co. April 2004 - July 2010
Skills
Financial Modeling, Business Strategy, Valuation, Corporate Finance, Financial Analysis, Management Consulting, Strategy, Emerging Markets, Investments, Due Diligence, Business Planning, Investment Banking, Private Equity
Education
London Business School 2010 — 2012
Master of Business Administration (MBA), Private Equity and Finance
Instituto Tecnológico y de Estudios Superiores de Monterrey 1999 — 2003
Bachelor of Arts (B.A.), Economics
Indiana University Bloomington 2002 — 2002
Finance, General
Alexander Kirov's Stern Stewart & Co. Experience October 2011 - September 2012
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman September 2012 - Present
Stern Stewart & Co. October 2011 - September 2012
Stern Stewart & Co. June 2010 - October 2011
Allegheny Energy May 2009 - August 2009
Deutsche Bank July 2007 - October 2007
Finasta Investment Management June 2006 - September 2006
Skills
Valuation, Options, Financial Modeling, Equities, Economic Value Added, Mergers, Restructuring, Capital Structure, Corporate Finance, Investment Banking, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Investments, Economics, Strategic Financial..., Analysis, Business Valuation
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Quantitative Finance
Jacobs University Bremen 2005 — 2008
BA, Integrated Social Sciences
Oliver Wyman September 2012 - Present
Stern Stewart & Co. October 2011 - September 2012
Stern Stewart & Co. June 2010 - October 2011
Allegheny Energy May 2009 - August 2009
Deutsche Bank July 2007 - October 2007
Finasta Investment Management June 2006 - September 2006
Skills
Valuation, Options, Financial Modeling, Equities, Economic Value Added, Mergers, Restructuring, Capital Structure, Corporate Finance, Investment Banking, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Bloomberg, Asset Managment, Investments, Economics, Strategic Financial..., Analysis, Business Valuation
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2010
MBA, Quantitative Finance
Jacobs University Bremen 2005 — 2008
BA, Integrated Social Sciences
Martin Ellis Martin Ellis's Stern Stewart & Co. Experience 1996 - 2003
Job Senior Executive and Board Director
Industry Management Consulting
Experience
Air Enterprises April 2013 - December 2014
Agilysys January 2003 - October 2011
Agilysys 2005 - 2008
Agilysys 2003 - 2005
Stern Stewart & Co. 1996 - 2003
Fairchild Associates 1995 - 1996
Accounting Systems & Support Company 1992 - 1993
Deloitte 1989 - 1992
South African Defense Force January 1983 - December 1984
Skills
Strategy, Leadership, Mergers & Acquisitions, Management, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Mergers, Finance, Restructuring, Integration, Financial Modeling, Executive Management, Investments, Managerial Finance, Consulting, P&L Management, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1995
MBA, Finance
University of South Africa/Universiteit van Suid-Afrika 1989 — 1990
Honours Degree, Accounting
University of the Witwatersrand 1985 — 1988
Bachelor of Commerce, Accounting
Air Enterprises April 2013 - December 2014
Agilysys January 2003 - October 2011
Agilysys 2005 - 2008
Agilysys 2003 - 2005
Stern Stewart & Co. 1996 - 2003
Fairchild Associates 1995 - 1996
Accounting Systems & Support Company 1992 - 1993
Deloitte 1989 - 1992
South African Defense Force January 1983 - December 1984
Skills
Strategy, Leadership, Mergers & Acquisitions, Management, Strategic Planning, Valuation, Corporate Finance, Business Strategy, Mergers, Finance, Restructuring, Integration, Financial Modeling, Executive Management, Investments, Managerial Finance, Consulting, P&L Management, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1994 — 1995
MBA, Finance
University of South Africa/Universiteit van Suid-Afrika 1989 — 1990
Honours Degree, Accounting
University of the Witwatersrand 1985 — 1988
Bachelor of Commerce, Accounting
Ritter Gaylord Ritter Gaylord's Stern Stewart & Co. Experience March 1983 - April 1986
Job CFO Consulting and Private Equity
Industry Financial Services
Experience
CFO Consulting and Private Equity December 2012 - Present
Market Force Information October 2008 - December 2012
Freelance Finance January 2002 - June 2008
YesTrader, Inc. January 2000 - December 2001
Energy Answers Corporation August 1997 - January 1999
Aquatic Development Group, Inc. June 1991 - August 1997
Daiwa Securities February 1990 - June 1991
Hill Samuel, Inc. February 1988 - January 1990
Citicorp Investment Bank April 1986 - May 1988
Stern Stewart & Co. March 1983 - April 1986
Skills
Mergers, Due Diligence, Forecasting, Start-ups, Strategy, Business Planning, Valuation, Strategic Planning, Budgets, Finance, Strategic Financial..., Executive Management, Investment Banking, Investor Relations, Incentive Compensation, Financial Analysis, Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Investment Advisory, Acquisitions, Contract Negotiation, Fundraising, Start-up Consulting, Revenue Forecasting, Pricing Strategy, Mergers & Acquisitions, Incentive Programs, Analysis, Pricing, Entrepreneurship
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Accounting, Economics
Colgate University 1973 — 1977
BA, Philosophy & Religion
CFO Consulting and Private Equity December 2012 - Present
Market Force Information October 2008 - December 2012
Freelance Finance January 2002 - June 2008
YesTrader, Inc. January 2000 - December 2001
Energy Answers Corporation August 1997 - January 1999
Aquatic Development Group, Inc. June 1991 - August 1997
Daiwa Securities February 1990 - June 1991
Hill Samuel, Inc. February 1988 - January 1990
Citicorp Investment Bank April 1986 - May 1988
Stern Stewart & Co. March 1983 - April 1986
Skills
Mergers, Due Diligence, Forecasting, Start-ups, Strategy, Business Planning, Valuation, Strategic Planning, Budgets, Finance, Strategic Financial..., Executive Management, Investment Banking, Investor Relations, Incentive Compensation, Financial Analysis, Financial Modeling, Corporate Finance, Business Strategy, Business Analysis, Investment Advisory, Acquisitions, Contract Negotiation, Fundraising, Start-up Consulting, Revenue Forecasting, Pricing Strategy, Mergers & Acquisitions, Incentive Programs, Analysis, Pricing, Entrepreneurship
Education
University of Rochester - Simon Business School 1980 — 1982
MBA, Finance, Accounting, Economics
Colgate University 1973 — 1977
BA, Philosophy & Religion
Nathália Bellizia Nathália Bellizia's Stern Stewart & Co. Experience 2004 - 2007
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2015 - Present
The Boston Consulting Group August 2011 - July 2015
The Boston Consulting Group July 2010 - September 2010
Jardim Botânico Partners January 2008 - July 2009
Stern Stewart & Co. 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Business Strategy, Corporate Development, Due Diligence, Emerging Markets, Financial Analysis, Investment Banking, Management Consulting, Mergers, Private Equity, Strategic Consulting, Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Universidade de São Paulo 2007 — 2009
Master, Finance
Universidade de São Paulo 2002 — 2007
Law
Fundação Getulio Vargas 2002 — 2005
Bachelor in Business Administration, Finance and Economics
The Boston Consulting Group August 2015 - Present
The Boston Consulting Group August 2011 - July 2015
The Boston Consulting Group July 2010 - September 2010
Jardim Botânico Partners January 2008 - July 2009
Stern Stewart & Co. 2004 - 2007
Skills
Valuation, Financial Modeling, Corporate Finance, Business Strategy, Corporate Development, Due Diligence, Emerging Markets, Financial Analysis, Investment Banking, Management Consulting, Mergers, Private Equity, Strategic Consulting, Strategy
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Universidade de São Paulo 2007 — 2009
Master, Finance
Universidade de São Paulo 2002 — 2007
Law
Fundação Getulio Vargas 2002 — 2005
Bachelor in Business Administration, Finance and Economics
Chris Trencher Chris Trencher's Stern Stewart & Co. Experience July 1995 - July 2000
Job Equity Trader & Portfolio Manager
Industry Investment Management
Experience
First New York Securities July 2014 - Present
Langenberg & Company February 2013 - Present
Boulevard Capital March 2009 - Present
G-2 Trading June 2013 - July 2014
Schottenfeld Group September 2008 - February 2009
Benten Capital March 2004 - August 2008
The Garnet Group January 2003 - February 2004
Troy Asset Management September 2001 - October 2002
UBS Investment Bank July 2000 - March 2001
Stern Stewart & Co. July 1995 - July 2000
Skills
Hedge Funds, Equities, Investments, Asset Management, Options, Relative Value, Industry Analysis, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Securities, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Investment Strategies, Buy-side, Stocks, Stock Picking, Investment Advisory, Fundamental Research, Equity Valuation, Factset, Wealth Management, Fantasy Football, Mergers & Acquisitions, Mutual Funds, Trading, Corporate Finance, Value Investing, Business Planning, Competitive Analysis, Investment Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Haverford College 1985 — 1989
B.A., Economics
First New York Securities July 2014 - Present
Langenberg & Company February 2013 - Present
Boulevard Capital March 2009 - Present
G-2 Trading June 2013 - July 2014
Schottenfeld Group September 2008 - February 2009
Benten Capital March 2004 - August 2008
The Garnet Group January 2003 - February 2004
Troy Asset Management September 2001 - October 2002
UBS Investment Bank July 2000 - March 2001
Stern Stewart & Co. July 1995 - July 2000
Skills
Hedge Funds, Equities, Investments, Asset Management, Options, Relative Value, Industry Analysis, Valuation, Alternative Investments, Capital Markets, Portfolio Management, Securities, Equity Research, Financial Modeling, Bloomberg, Financial Analysis, Investment Strategies, Buy-side, Stocks, Stock Picking, Investment Advisory, Fundamental Research, Equity Valuation, Factset, Wealth Management, Fantasy Football, Mergers & Acquisitions, Mutual Funds, Trading, Corporate Finance, Value Investing, Business Planning, Competitive Analysis, Investment Management
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA
Haverford College 1985 — 1989
B.A., Economics
Yvonne Gunner Yvonne Gunner's Stern Stewart & Co. Experience 2000 - 2010
Job Shot by Gunner
Industry Photography
Experience
Shot by Gunner April 2006 - Present
Stern Stewart & Co. 2000 - 2010
Sincerely Yours Fine Art Products 1993 - 2000
Sygma News Agency 1986 - 1990
Skills
Brochures, Fine Art, Graphic Design, Business Cards, Portraits, Image Editing, Image Manipulation, Photography, Catalogs, Photos, Commercial Photography, Portrait Photography, Lightroom, Digital Photography, Photoshop, Wedding Photography, Photojournalism, Fine Art Photography, Event Photography, Studio Lighting, Travel Photography, Commercial Product..., Editorial Photography, Medium Format, Environmental..., Sports Photography, Architectural..., Documentary Photography, Still Life
Education
University of London
BEd.
Shot by Gunner April 2006 - Present
Stern Stewart & Co. 2000 - 2010
Sincerely Yours Fine Art Products 1993 - 2000
Sygma News Agency 1986 - 1990
Skills
Brochures, Fine Art, Graphic Design, Business Cards, Portraits, Image Editing, Image Manipulation, Photography, Catalogs, Photos, Commercial Photography, Portrait Photography, Lightroom, Digital Photography, Photoshop, Wedding Photography, Photojournalism, Fine Art Photography, Event Photography, Studio Lighting, Travel Photography, Commercial Product..., Editorial Photography, Medium Format, Environmental..., Sports Photography, Architectural..., Documentary Photography, Still Life
Education
University of London
BEd.
Michael Vermillion Michael Vermillion's Stern Stewart & Co. Experience 1994 - 1996
Job VP, Product Management and Strategy, SI Americas at J.D. Power
Industry Information Technology and Services
Experience
J.D. Power July 2015 - Present
Market Risk Partners July 2014 - July 2015
Far Hills Media LLC June 2008 - July 2015
NAVEX Global 2011 - July 2014
D&B (Dun & Bradstreet) 2001 - February 2008
Autobex 1999 - 2001
Salient 3 Communications 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Procter & Gamble 1990 - 1994
U.S. Navy 1983 - 1988
Skills
Start-ups, Product Management, Online Marketing, Strategic Planning, Corporate Development, Management Consulting, SaaS, Business Planning, Solution Selling, Strategy, Management, Competitive Analysis, Corporate Finance, Leadership, B2B, Sales, Strategic Partnerships, Analytics, Due Diligence, Cross-functional Team..., Business Development, Business Strategy, Consulting, CRM, Mergers & Acquisitions, Risk Management, Finance, Enterprise Software, Entrepreneurship, Salesforce.com, Business Process...
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Corporate Finance & Economics
United States Naval Academy 1979 — 1983
BS, Mechanical Engineering
Whetstone
J.D. Power July 2015 - Present
Market Risk Partners July 2014 - July 2015
Far Hills Media LLC June 2008 - July 2015
NAVEX Global 2011 - July 2014
D&B (Dun & Bradstreet) 2001 - February 2008
Autobex 1999 - 2001
Salient 3 Communications 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Procter & Gamble 1990 - 1994
U.S. Navy 1983 - 1988
Skills
Start-ups, Product Management, Online Marketing, Strategic Planning, Corporate Development, Management Consulting, SaaS, Business Planning, Solution Selling, Strategy, Management, Competitive Analysis, Corporate Finance, Leadership, B2B, Sales, Strategic Partnerships, Analytics, Due Diligence, Cross-functional Team..., Business Development, Business Strategy, Consulting, CRM, Mergers & Acquisitions, Risk Management, Finance, Enterprise Software, Entrepreneurship, Salesforce.com, Business Process...
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Corporate Finance & Economics
United States Naval Academy 1979 — 1983
BS, Mechanical Engineering
Whetstone
Erik Wayton Erik Wayton's Stern Stewart & Co. Experience 2001 - 2002
Job Director of Sales at TriNet
Industry Management Consulting
Experience
TriNet March 2015 - Present
TriNet July 2012 - Present
Genus Media, Inc. January 2010 - December 2013
Beacon Application Services May 2011 - July 2012
FirstBest Systems, Inc. February 2009 - May 2010
SAP America, Inc. August 2007 - December 2008
ImageRight April 2005 - June 2007
Provade June 2004 - March 2005
PeopleSoft November 2001 - August 2004
Stern Stewart & Co. 2001 - 2002
Skills
Outsourced HR Services, Mentoring, Business Strategy, Consulting, Strategy, PEO, Solution Selling, Salesforce.com, Cloud Computing, Business Intelligence, Business Development, Sales Process, Sales Operations, Sales, Sales Management, Outsourcing, ERP, Demand Generation, SaaS, Competitive Analysis, Strategic Partnerships, Coaching, Software Consulting, Contract Negotiation, Leadership, E-commerce, Integration, Selling, Professional Services, Management Consulting, CRM, Entrepreneurship, Complex Sales, Talent Management, Digital Marketing, Software Industry, Management, B2B, Executive Management, Business Process, Business Alliances, Executive Communications, Increasing Revenue, Human Capital Management, Negotiating Contracts, ROI development, Software Sales
Education
Texas Tech University 1985 — 1991
Economics
TriNet March 2015 - Present
TriNet July 2012 - Present
Genus Media, Inc. January 2010 - December 2013
Beacon Application Services May 2011 - July 2012
FirstBest Systems, Inc. February 2009 - May 2010
SAP America, Inc. August 2007 - December 2008
ImageRight April 2005 - June 2007
Provade June 2004 - March 2005
PeopleSoft November 2001 - August 2004
Stern Stewart & Co. 2001 - 2002
Skills
Outsourced HR Services, Mentoring, Business Strategy, Consulting, Strategy, PEO, Solution Selling, Salesforce.com, Cloud Computing, Business Intelligence, Business Development, Sales Process, Sales Operations, Sales, Sales Management, Outsourcing, ERP, Demand Generation, SaaS, Competitive Analysis, Strategic Partnerships, Coaching, Software Consulting, Contract Negotiation, Leadership, E-commerce, Integration, Selling, Professional Services, Management Consulting, CRM, Entrepreneurship, Complex Sales, Talent Management, Digital Marketing, Software Industry, Management, B2B, Executive Management, Business Process, Business Alliances, Executive Communications, Increasing Revenue, Human Capital Management, Negotiating Contracts, ROI development, Software Sales
Education
Texas Tech University 1985 — 1991
Economics
Martin Schwarz Martin Schwarz's Stern Stewart & Co. Experience 2007 - November 2013
Job EVP and coCOO at Stern Value Management
Industry Management Consulting
Experience
Stern Value Management September 2015 - Present
Stern Value Management November 2013 - Present
Stern Solutions Capital Partners (SSCP) November 2013 - March 2015
Stern Stewart Capital Partners 2010 - November 2013
Stern Stewart & Co. 2007 - November 2013
Skills
Mergers & Acquisitions, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy, Strategy, Executive Compensation, Value Based Management, Management, Valuation, Business Valuation, Risk Management, Business Analysis, Financial Modeling, Due Diligence, Finance, Capital Budgeting, Executive Development, Executive Pay, Strategic Planning
Education
Old Dominion University 2005 — 2007
MBA, Finance, General
Stern Value Management September 2015 - Present
Stern Value Management November 2013 - Present
Stern Solutions Capital Partners (SSCP) November 2013 - March 2015
Stern Stewart Capital Partners 2010 - November 2013
Stern Stewart & Co. 2007 - November 2013
Skills
Mergers & Acquisitions, Corporate Finance, Management Consulting, Financial Analysis, Business Strategy, Strategy, Executive Compensation, Value Based Management, Management, Valuation, Business Valuation, Risk Management, Business Analysis, Financial Modeling, Due Diligence, Finance, Capital Budgeting, Executive Development, Executive Pay, Strategic Planning
Education
Old Dominion University 2005 — 2007
MBA, Finance, General
Nur A. Kajani Nur A. Kajani's Stern Stewart & Co. Experience May 2007 - April 2008
Job Senior Manager @ Affinion Group
Industry Consumer Services
Experience
Affinion Group June 2010 - Present
Wal-Mart May 2008 - February 2010
Stern Stewart & Co. May 2007 - April 2008
American Express August 2005 - April 2006
Wipro BPO November 2002 - August 2005
Skills
Corporate Finance, Strategy, Analytics, Team Management, Cross-functional Team..., Business Process..., Management Consulting, Analysis, Leadership, Management, Financial Analysis, Forecasting, Data Analysis, Finance, Strategic Planning, Valuation, Accounting, Financial Modeling, Business Analysis
Education
Indian School of Business 2006 — 2007
Post Graduate Program in Management, Finance & Strategy
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant, Accounting and Finance
Affinion Group June 2010 - Present
Wal-Mart May 2008 - February 2010
Stern Stewart & Co. May 2007 - April 2008
American Express August 2005 - April 2006
Wipro BPO November 2002 - August 2005
Skills
Corporate Finance, Strategy, Analytics, Team Management, Cross-functional Team..., Business Process..., Management Consulting, Analysis, Leadership, Management, Financial Analysis, Forecasting, Data Analysis, Finance, Strategic Planning, Valuation, Accounting, Financial Modeling, Business Analysis
Education
Indian School of Business 2006 — 2007
Post Graduate Program in Management, Finance & Strategy
The Institute of Chartered Accountants of India 1999 — 2002
Chartered Accountant, Accounting and Finance
Raina Bhujle Raina Bhujle's Stern Stewart & Co. Experience 1998 - 1999
Job VP, Operations Strategy at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters 2009 - Present
Thomson Reuters 2006 - 2009
Thomson Reuters 2004 - 2006
Luminant Worldwide 1999 - 2002
Stern Stewart & Co. 1998 - 1999
Skills
Strategy, Business Strategy, Business Development, Mergers & Acquisitions, Product Management, Competitive Analysis, Financial Modeling, Strategic Partnerships, Management, CRM
Education
MIT Sloan School of Management 2002 — 2004
Master of Business Administration (MBA), GPA: 5.0 / 5.0
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Science (BS), Economics, GPA: 3.6 / 4.0
Thomson Reuters 2009 - Present
Thomson Reuters 2006 - 2009
Thomson Reuters 2004 - 2006
Luminant Worldwide 1999 - 2002
Stern Stewart & Co. 1998 - 1999
Skills
Strategy, Business Strategy, Business Development, Mergers & Acquisitions, Product Management, Competitive Analysis, Financial Modeling, Strategic Partnerships, Management, CRM
Education
MIT Sloan School of Management 2002 — 2004
Master of Business Administration (MBA), GPA: 5.0 / 5.0
University of Pennsylvania - The Wharton School 1995 — 1998
Bachelor of Science (BS), Economics, GPA: 3.6 / 4.0
Eric Prengel's Stern Stewart & Co. Experience January 2005 - July 2007
Job Vice President, Technology Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
J.P. Morgan May 2014 - Present
Deutsche Bank Securities February 2013 - April 2014
Deutsche Bank Securities July 2010 - February 2013
Thomas Weisel Partners July 2009 - May 2010
Thomas Weisel Partners August 2007 - June 2009
Stern Stewart & Co. January 2005 - July 2007
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Economics
Hunter College High School 1993 — 1999
Rich Alfano Rich Alfano's Stern Stewart & Co. Experience June 1997 - May 2011
Job Strategy & Operations | Finance, at Deloitte
Industry Management Consulting
Experience
Deloitte January 2013 - Present
EVA Dimensions May 2011 - September 2012
Stern Stewart & Co. June 1997 - May 2011
New York Power Authority February 1991 - May 1997
Long Island Lighting Co. December 1987 - January 1991
U. S. Navy July 1981 - June 1987
Skills
Strategic Finance, Business Analytics, Analytics, Key Performance..., Corporate FP&A, Forecasting, Performance Management, Financial Reporting, Mergers & Acquisitions, Economic Value Added, Strategic Financial..., Corporate Finance, Valuation, Business Planning, Strategic Planning, Financial Modeling, Management Consulting, Leadership, Analysis, Consulting, Business Strategy, Performance Measurement, Strategy, Executive Management, Financial Analysis, Risk Management, Management, Energy, Corporate Development, Incentive Programs, Project Management, CRM, Finance, Budgets, Asset Management, Business Process..., Business Valuation, Competitive Analysis, Team Building, Cross-functional Team..., Financial Economics, Change Management, M&A analysis, WACC, Technology Integration, Technology Needs..., Business Partner Support, Business Transformation, Program Management, Business Development
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & Information Systems
Excelsior College 1987 — 1991
Bachelor of Science, Nuclear Technology
Deloitte January 2013 - Present
EVA Dimensions May 2011 - September 2012
Stern Stewart & Co. June 1997 - May 2011
New York Power Authority February 1991 - May 1997
Long Island Lighting Co. December 1987 - January 1991
U. S. Navy July 1981 - June 1987
Skills
Strategic Finance, Business Analytics, Analytics, Key Performance..., Corporate FP&A, Forecasting, Performance Management, Financial Reporting, Mergers & Acquisitions, Economic Value Added, Strategic Financial..., Corporate Finance, Valuation, Business Planning, Strategic Planning, Financial Modeling, Management Consulting, Leadership, Analysis, Consulting, Business Strategy, Performance Measurement, Strategy, Executive Management, Financial Analysis, Risk Management, Management, Energy, Corporate Development, Incentive Programs, Project Management, CRM, Finance, Budgets, Asset Management, Business Process..., Business Valuation, Competitive Analysis, Team Building, Cross-functional Team..., Financial Economics, Change Management, M&A analysis, WACC, Technology Integration, Technology Needs..., Business Partner Support, Business Transformation, Program Management, Business Development
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & Information Systems
Excelsior College 1987 — 1991
Bachelor of Science, Nuclear Technology
Roland Burgman Roland Burgman's Stern Stewart & Co. Experience 2001 - 2002
Job Clinical Professor of Management at Arizona State University W. P. Carey School of Business
Industry Management Consulting
Experience
Arizona State University August 2014 - Present
Russian Appetite May 2013 - Present
Organizational Capital Partners June 2012 - Present
Moscow School of Management SKOLKOVO 2011 - Present
The University of Notre Dame Mendoza College of Business January 2009 - Present
Enstoa July 2007 - Present
Accenture 2004 - Present
AssetEconomics, Inc. 2002 - Present
Foresight's Global Coaching January 1998 - Present
Stern Stewart & Co. 2001 - 2002
Skills
Analysis, Business Planning, Business Strategy, Coaching, Change Management, Corporate Finance, Enterprise Software, Entrepreneurship, Executive Management, Finance, Financial Modeling, Fundraising, Leadership, Leadership Development, Management Consulting, Management, Mergers, New Business Development, Research, Social Media, Start-ups, Strategic Consulting, Strategic Planning, Strategic Thinking, Strategy, Valuation
Education
Purdue University - Krannert School of Management 1977 — 1981
PhD, Strategic Management
Monash University
Dip. Treasury Management, Treasury Management
UNSW Australia
Master of Commerce, Marketing
UNSW Australia
Fulbright Award, Marketing
University of New England (AU)
Bachelor of Agricultural Economics, Agricultural Economics; Economic Statistics
Arizona State University August 2014 - Present
Russian Appetite May 2013 - Present
Organizational Capital Partners June 2012 - Present
Moscow School of Management SKOLKOVO 2011 - Present
The University of Notre Dame Mendoza College of Business January 2009 - Present
Enstoa July 2007 - Present
Accenture 2004 - Present
AssetEconomics, Inc. 2002 - Present
Foresight's Global Coaching January 1998 - Present
Stern Stewart & Co. 2001 - 2002
Skills
Analysis, Business Planning, Business Strategy, Coaching, Change Management, Corporate Finance, Enterprise Software, Entrepreneurship, Executive Management, Finance, Financial Modeling, Fundraising, Leadership, Leadership Development, Management Consulting, Management, Mergers, New Business Development, Research, Social Media, Start-ups, Strategic Consulting, Strategic Planning, Strategic Thinking, Strategy, Valuation
Education
Purdue University - Krannert School of Management 1977 — 1981
PhD, Strategic Management
Monash University
Dip. Treasury Management, Treasury Management
UNSW Australia
Master of Commerce, Marketing
UNSW Australia
Fulbright Award, Marketing
University of New England (AU)
Bachelor of Agricultural Economics, Agricultural Economics; Economic Statistics
Sujay Madyastha Sujay Madyastha's Stern Stewart & Co. Experience 1997 - 2001
Job Investment Banking Professional
Industry Financial Services
Experience
Faveo August 2013 - Present
Anand Rathi Securities 2009 - 2012
Greenhill & Co. 2005 - 2008
Banc of America Securities 2003 - 2005
Sverica International June 2002 - August 2002
Stern Stewart & Co. 1997 - 2001
Skills
Private Equity, Growth Capital, Mergers & Acquisitions, Valuation, Emerging Markets, Capital Markets, Equities, Financial Modeling, Investment Banking, Investments, Equity Research, M&A experience, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Portfolio Management, Hedge Funds
Education
Stanford University 2001 — 2002
MS, Manufacturing Systems Engineering
University of Pennsylvania 1992 — 1997
BSE, Computer Science Engineering
University of Pennsylvania - The Wharton School 1992 — 1997
BS, concentrations in Finance and Accounting
Faveo August 2013 - Present
Anand Rathi Securities 2009 - 2012
Greenhill & Co. 2005 - 2008
Banc of America Securities 2003 - 2005
Sverica International June 2002 - August 2002
Stern Stewart & Co. 1997 - 2001
Skills
Private Equity, Growth Capital, Mergers & Acquisitions, Valuation, Emerging Markets, Capital Markets, Equities, Financial Modeling, Investment Banking, Investments, Equity Research, M&A experience, Corporate Finance, Venture Capital, Financial Analysis, Due Diligence, Portfolio Management, Hedge Funds
Education
Stanford University 2001 — 2002
MS, Manufacturing Systems Engineering
University of Pennsylvania 1992 — 1997
BSE, Computer Science Engineering
University of Pennsylvania - The Wharton School 1992 — 1997
BS, concentrations in Finance and Accounting
Paras Jain Paras Jain's Stern Stewart & Co. Experience July 2008 - February 2014
Job Vice President at Mizuho Bank
Industry Banking
Experience
Stern Stewart & Co. July 2008 - February 2014
Infosys Technologies Limited July 2001 - August 2006
Skills
Financial Modeling, Equity Research, Valuation, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Business Valuation, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Equity Valuation, Capital Markets, Management Consulting, Asset Management, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 2006 — 2008
M.B.A., Finance & Corporate Accounting
Indian Institute of Technology, BHU 1997 — 2001
B. Tech., Mechanical Engineering
Delhi Public School
Stern Stewart & Co. July 2008 - February 2014
Infosys Technologies Limited July 2001 - August 2006
Skills
Financial Modeling, Equity Research, Valuation, Investment Banking, Corporate Finance, Private Equity, Due Diligence, Business Valuation, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Emerging Markets, Equity Valuation, Capital Markets, Management Consulting, Asset Management, Venture Capital, Corporate Development
Education
University of Rochester - Simon Business School 2006 — 2008
M.B.A., Finance & Corporate Accounting
Indian Institute of Technology, BHU 1997 — 2001
B. Tech., Mechanical Engineering
Delhi Public School
Linda Chaffin Linda Chaffin's Stern Stewart & Co. Experience 1992 - 1992
Job
Industry Financial Services
Experience
Pathway Capital Management January 2011 - Present
Marwit Capital June 2008 - January 2011
GE Capital 2007 - 2008
JPMorgan Chase June 1993 - September 2001
Stern Stewart & Co. 1992 - 1992
Huntington National Bank August 1989 - August 1991
Skills
Private Equity, Investments, Mergers & Acquisitions, Finance, Financial Structuring, Capital Markets, Financial Modeling, Investor Relations, Equities, Mergers, Investment Banking, Valuation, M&A Modeling, Alternative Investments, Financial Analysis, Venture Capital, Due Diligence, LBO, M&A analysis, Portfolio Management, Corporate Finance, Marketing Strategy, Start-ups, Corporate Development, Restructuring, Pension Funds, Alternative Assets, Insurance, Fund Of Funds, International M&A, Principal Investing, Cross-border M&A, Business Valuation, M&A experience, Asset Management, Fundraising, M&A Negotiations, Capital Raising, M&A execution
Education
University of Chicago 1991 — 1993
Master of Business Administration (M.B.A.), Finance, Honors
The Ohio State University 1985 — 1989
Bachelor of Science, Cum Laude, Business
Pathway Capital Management January 2011 - Present
Marwit Capital June 2008 - January 2011
GE Capital 2007 - 2008
JPMorgan Chase June 1993 - September 2001
Stern Stewart & Co. 1992 - 1992
Huntington National Bank August 1989 - August 1991
Skills
Private Equity, Investments, Mergers & Acquisitions, Finance, Financial Structuring, Capital Markets, Financial Modeling, Investor Relations, Equities, Mergers, Investment Banking, Valuation, M&A Modeling, Alternative Investments, Financial Analysis, Venture Capital, Due Diligence, LBO, M&A analysis, Portfolio Management, Corporate Finance, Marketing Strategy, Start-ups, Corporate Development, Restructuring, Pension Funds, Alternative Assets, Insurance, Fund Of Funds, International M&A, Principal Investing, Cross-border M&A, Business Valuation, M&A experience, Asset Management, Fundraising, M&A Negotiations, Capital Raising, M&A execution
Education
University of Chicago 1991 — 1993
Master of Business Administration (M.B.A.), Finance, Honors
The Ohio State University 1985 — 1989
Bachelor of Science, Cum Laude, Business
Jorge Grotewold Muralles Jorge Grotewold Muralles's Stern Stewart & Co. Experience 2012 - 2013
Job Senior Value Management Consultant en Stern Value Management
Industry Management Consulting
Experience
Stern Value Management December 2014 - Present
Stern Value Management November 2013 - Present
Universidad Francisco Marroquín July 2013 - December 2013
Stern Stewart & Co. 2012 - 2013
Grupo Entero July 2011 - February 2012
Skills
Design Thinking, Entrepreneurship, Business Valuation, Financial Modeling, Valuation, Corporate Finance, Strategic Thinking, Financial Analysis, Economics, Management Consulting, Business Planning, Strategic Financial..., Business Strategy, Financial Reporting, Qualitative Research, Analysis, Performance Measurement, Market Analysis, Strategic Planning, Creative Problem Solving
Education
Universidad Francisco Marroquín 2009 — 2012
Baccalaureus Scientiae y Licenciatura, Ingeniería Empresarial, Finanzas y Operaciones
Christ For The Nations 2008 — 2008
International Leadership Certificate
Stern Value Management December 2014 - Present
Stern Value Management November 2013 - Present
Universidad Francisco Marroquín July 2013 - December 2013
Stern Stewart & Co. 2012 - 2013
Grupo Entero July 2011 - February 2012
Skills
Design Thinking, Entrepreneurship, Business Valuation, Financial Modeling, Valuation, Corporate Finance, Strategic Thinking, Financial Analysis, Economics, Management Consulting, Business Planning, Strategic Financial..., Business Strategy, Financial Reporting, Qualitative Research, Analysis, Performance Measurement, Market Analysis, Strategic Planning, Creative Problem Solving
Education
Universidad Francisco Marroquín 2009 — 2012
Baccalaureus Scientiae y Licenciatura, Ingeniería Empresarial, Finanzas y Operaciones
Christ For The Nations 2008 — 2008
International Leadership Certificate
Moira McDermott Moira McDermott's Stern Stewart & Co. Experience 1988 - 1990
Job Asst. Prof. & Asst. Chair at Syracuse University
Industry Higher Education
Experience
Syracuse University 2007 - Present
Hobart and William Smith Colleges 2006 - 2007
Gustavus Adolphus College 1998 - 2006
Bowdoin College 1996 - 1998
Stern Stewart & Co. 1988 - 1990
Skills
Higher Education, University Teaching, Teaching, Academic Advising, Research, Curriculum Development, College Teaching, Student Affairs, Student Development
Education
University of Michigan 1990 — 1996
Doctor of Philosophy (Ph.D.), Mathematics
Bryn Mawr College 1984 — 1988
Bachelor of Arts (A.B.), Mathematics
Somerville College, Oxford 1986 — 1987
Mathematics
New Trier High School 1980 — 1984
Syracuse University 2007 - Present
Hobart and William Smith Colleges 2006 - 2007
Gustavus Adolphus College 1998 - 2006
Bowdoin College 1996 - 1998
Stern Stewart & Co. 1988 - 1990
Skills
Higher Education, University Teaching, Teaching, Academic Advising, Research, Curriculum Development, College Teaching, Student Affairs, Student Development
Education
University of Michigan 1990 — 1996
Doctor of Philosophy (Ph.D.), Mathematics
Bryn Mawr College 1984 — 1988
Bachelor of Arts (A.B.), Mathematics
Somerville College, Oxford 1986 — 1987
Mathematics
New Trier High School 1980 — 1984
Robert C. Greenberg Robert C. Greenberg's Stern Stewart & Co. Experience 1996 - 1998
Job Consultant at Vivendi SA
Industry Entertainment
Experience
Vivendi, SA 2002 - Present
Towers Watson 1998 - 2002
Stern Stewart & Co. 1996 - 1998
Viacom, Inc. 1994 - 1996
Paramount Pictures 1993 - 1994
Towers Watson 1984 - 1993
CBS, Inc. 1981 - 1984
US Navy 1980 - 1980
Skills
Human Resources, Executive Compensation, Mergers & Acquisitions, Compensation Committees..., Media & Entertainment, Executive Contracts, Value-Based Financial..., Stock-Based Long-Term..., Cash-Based Long-Term..., Annual Incentive Plan..., Employee Benefit Plan..., HR Administration, HRIS, Executive Pay, Strategy, Management, Employee Benefits, Performance Management, Employee Engagement, Succession Planning, Incentive Programs, Personnel Management, Organizational Design
Education
Columbia University in the City of New York 1986 — 1988
Master of Arts (M.A.), Philosophy
The Wharton School, University of Pennsylvania 1979 — 1981
MBA, Finance
Cornell University 1975 — 1979
Bachelor of Arts (BA), English
Vivendi, SA 2002 - Present
Towers Watson 1998 - 2002
Stern Stewart & Co. 1996 - 1998
Viacom, Inc. 1994 - 1996
Paramount Pictures 1993 - 1994
Towers Watson 1984 - 1993
CBS, Inc. 1981 - 1984
US Navy 1980 - 1980
Skills
Human Resources, Executive Compensation, Mergers & Acquisitions, Compensation Committees..., Media & Entertainment, Executive Contracts, Value-Based Financial..., Stock-Based Long-Term..., Cash-Based Long-Term..., Annual Incentive Plan..., Employee Benefit Plan..., HR Administration, HRIS, Executive Pay, Strategy, Management, Employee Benefits, Performance Management, Employee Engagement, Succession Planning, Incentive Programs, Personnel Management, Organizational Design
Education
Columbia University in the City of New York 1986 — 1988
Master of Arts (M.A.), Philosophy
The Wharton School, University of Pennsylvania 1979 — 1981
MBA, Finance
Cornell University 1975 — 1979
Bachelor of Arts (BA), English
Francisco Viornery Francisco Viornery's Stern Stewart & Co. Experience October 2007 - June 2011
Job Vice President at Seale & Associates, Inc.
Industry Financial Services
Experience
Seale & Associates, Inc. January 2014 - Present
Seale & Associates, Inc. January 2013 - December 2013
Seale & Associates June 2011 - December 2012
Stern Stewart & Co. October 2007 - June 2011
Noble Drilling 2006 - 2006
Skills
Valuation, Corporate Finance, Performance Measurement, Compensation, Due Diligence, Cross-functional Team..., M&A experience, Management Consulting, Financial Analysis, Mergers & Acquisitions, Strategy, Business Valuation, Finance, Investment Banking, Negotiation, Private Equity, Business Strategy, Strategic Planning
Education
Tecnológico de Monterrey 2002 — 2006
B.A., Financial Management
IEB 2005 — 2005
Specialist, Stock Exchange Analysis
Seale & Associates, Inc. January 2014 - Present
Seale & Associates, Inc. January 2013 - December 2013
Seale & Associates June 2011 - December 2012
Stern Stewart & Co. October 2007 - June 2011
Noble Drilling 2006 - 2006
Skills
Valuation, Corporate Finance, Performance Measurement, Compensation, Due Diligence, Cross-functional Team..., M&A experience, Management Consulting, Financial Analysis, Mergers & Acquisitions, Strategy, Business Valuation, Finance, Investment Banking, Negotiation, Private Equity, Business Strategy, Strategic Planning
Education
Tecnológico de Monterrey 2002 — 2006
B.A., Financial Management
IEB 2005 — 2005
Specialist, Stock Exchange Analysis
Richard Greco Richard Greco's Stern Stewart & Co. Experience July 1997 - September 2002
Job President & Chairman of the Board at The Montfort Academy
Industry Investment Management
Experience
Filangieri Capital Partners January 2007 - Present
United States Department of the Navy October 2004 - December 2006
The White House / United States Department of Defense September 2002 - September 2004
Stern Stewart & Co. July 1997 - September 2002
The Scowcroft Group May 1996 - July 1997
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Board Member Publicly..., Board Member Privately..., Corpporate Governance, Public Companies, Portfolio Management, Accounting, Investments, Mergers & Acquisitions, Due Diligence, Valuation, Strategy, Finance, Equities, Executive Management, Emerging Markets, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
Master of Arts (M.A.), International Economics and American Foreign Policy
Fordham University 1987 — 1991
B.S., Summa Cum Laude, In Cursu Honorum, Chemistry
Filangieri Capital Partners January 2007 - Present
United States Department of the Navy October 2004 - December 2006
The White House / United States Department of Defense September 2002 - September 2004
Stern Stewart & Co. July 1997 - September 2002
The Scowcroft Group May 1996 - July 1997
Skills
Private Equity, Venture Capital, Mergers, Investment Banking, Board Member Publicly..., Board Member Privately..., Corpporate Governance, Public Companies, Portfolio Management, Accounting, Investments, Mergers & Acquisitions, Due Diligence, Valuation, Strategy, Finance, Equities, Executive Management, Emerging Markets, Corporate Finance, Business Strategy
Education
The University of Chicago - Booth School of Business 1995 — 1996
Master of Business Administration (MBA), Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1994 — 1996
Master of Arts (M.A.), International Economics and American Foreign Policy
Fordham University 1987 — 1991
B.S., Summa Cum Laude, In Cursu Honorum, Chemistry
Katia Demchenko Katia Demchenko's Stern Stewart & Co. Experience July 2009 - April 2010
Job Billing Operations at Zayo Group
Industry Telecommunications
Experience
Zayo Group December 2013 - Present
Zayo Group June 2011 - Present
Zayo Group December 2010 - June 2011
Stern Stewart & Co. July 2009 - April 2010
Stern Stewart & Co. January 2008 - January 2009
Novis Pharmaceuticals, LLC 2009 - 2009
The Nicholson Company 2006 - 2007
Skills
Financial Modeling
Education
Old Dominion University 2006 — 2008
MBA, Finance
Kaliningrad State Technical University 1997 — 2002
Bachelor's, Accounting and audit
Zayo Group December 2013 - Present
Zayo Group June 2011 - Present
Zayo Group December 2010 - June 2011
Stern Stewart & Co. July 2009 - April 2010
Stern Stewart & Co. January 2008 - January 2009
Novis Pharmaceuticals, LLC 2009 - 2009
The Nicholson Company 2006 - 2007
Skills
Financial Modeling
Education
Old Dominion University 2006 — 2008
MBA, Finance
Kaliningrad State Technical University 1997 — 2002
Bachelor's, Accounting and audit
Suzette Rivera Suzette Rivera's Stern Stewart & Co. Experience October 1987 - August 2002
Job Music Educator and Personal Financial Analyst
Industry Financial Services
Experience
East Ramapo Central School District September 2002 - Present
Primerica September 1995 - Present
Entrepreneur June 1995 - Present
Private Studio June 1978 - Present
ABC Music & Me February 2013 - June 2013
Stern Stewart & Co. October 1987 - August 2002
Chestnut Ridge Middle School March 2002 - June 2002
Skills
Music, Piano, Music Education, Performer-Viola, Performer-Violin, Insurance, Investing, Debt Elimination, Financial Services, Successful Business..., Conducting, Investments, Musicians, Improvisation, Series 6, IRAs, Public Speaking, Fixed Annuities, Variable Annuities, Small Business, Curriculum Design, Life Insurance, Indexed Annuities, Teaching, Long Term Care Insurance, Staff Development, Long-term Care, Mutual Funds
Education
New York University 1978 — 1980
Masters, Music Education
Hunter College 1974 — 1978
BA, Music Education and Mathematics
East Ramapo Central School District September 2002 - Present
Primerica September 1995 - Present
Entrepreneur June 1995 - Present
Private Studio June 1978 - Present
ABC Music & Me February 2013 - June 2013
Stern Stewart & Co. October 1987 - August 2002
Chestnut Ridge Middle School March 2002 - June 2002
Skills
Music, Piano, Music Education, Performer-Viola, Performer-Violin, Insurance, Investing, Debt Elimination, Financial Services, Successful Business..., Conducting, Investments, Musicians, Improvisation, Series 6, IRAs, Public Speaking, Fixed Annuities, Variable Annuities, Small Business, Curriculum Design, Life Insurance, Indexed Annuities, Teaching, Long Term Care Insurance, Staff Development, Long-term Care, Mutual Funds
Education
New York University 1978 — 1980
Masters, Music Education
Hunter College 1974 — 1978
BA, Music Education and Mathematics
V.R. Tokar V.R. Tokar's Stern Stewart & Co. Experience 1986 - 1988
Job Corporate Development and Strategy Consultant
Industry Computer Software
Experience
Tokar and Company 2010 - Present
Autodesk 2005 - 2009
Tokar and Company 2001 - 2005
AirWallet, Inc 2000 - 2001
Tokar and Company 1999 - 1999
NONSTOP Solutions, Inc. 1998 - 1998
Tokar and Company 1997 - 1998
CSC Index 1993 - 1996
Booz & Company 1988 - 1991
Stern Stewart & Co. 1986 - 1988
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Mergers, Strategic Partnerships, Corporate Development, Business Development, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing
Williams College 1982 — 1986
BA, History, Asian Studies
Tokar and Company 2010 - Present
Autodesk 2005 - 2009
Tokar and Company 2001 - 2005
AirWallet, Inc 2000 - 2001
Tokar and Company 1999 - 1999
NONSTOP Solutions, Inc. 1998 - 1998
Tokar and Company 1997 - 1998
CSC Index 1993 - 1996
Booz & Company 1988 - 1991
Stern Stewart & Co. 1986 - 1988
Skills
Management Consulting, Strategy, Mergers & Acquisitions, Mergers, Strategic Partnerships, Corporate Development, Business Development, Due Diligence, Valuation, Corporate Finance, Financial Analysis, Finance, Management, Financial Services
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, Marketing
Williams College 1982 — 1986
BA, History, Asian Studies
Juan Diego Donis Juan Diego Donis's Stern Stewart & Co. Experience May 2012 - April 2013
Job Banca de Inversion en IDC Asesores Financieros
Industry Financial Services
Experience
IDC Asesores Financieros May 2013 - Present
Stern Stewart & Co. May 2012 - April 2013
AmBev September 2009 - April 2012
Citi June 2006 - August 2009
Skills
Business Planning, Microsoft Office, Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Strategic Financial..., Valuation, Mergers & Acquisitions, Project Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2014
Executive Education: Valuation Program, Finance, General
Universidad Francisco Marroquín 2010 — 2011
Master of Business Administration (MBA), Minor in Finance
Universidad Francisco Marroquín 2002 — 2005
Bachelor of Business Administration (B.B.A.), Minor in Finance
Centro Escolar El Roble 1991 — 2001
Bachiller en Ciencias y Letras
IDC Asesores Financieros May 2013 - Present
Stern Stewart & Co. May 2012 - April 2013
AmBev September 2009 - April 2012
Citi June 2006 - August 2009
Skills
Business Planning, Microsoft Office, Financial Analysis, Financial Reporting, Corporate Finance, Financial Modeling, Strategic Financial..., Valuation, Mergers & Acquisitions, Project Management
Education
New York University - Leonard N. Stern School of Business 2014 — 2014
Executive Education: Valuation Program, Finance, General
Universidad Francisco Marroquín 2010 — 2011
Master of Business Administration (MBA), Minor in Finance
Universidad Francisco Marroquín 2002 — 2005
Bachelor of Business Administration (B.B.A.), Minor in Finance
Centro Escolar El Roble 1991 — 2001
Bachiller en Ciencias y Letras
Dawn Gustafson Dawn Gustafson's Stern Stewart & Co. Experience April 1999 - March 2000
Job Facilities Leader at Grayhill, Inc.
Industry Facilities Services
Experience
CompuSystems March 2008 - March 2015
TimeMed Labeling Systems March 2000 - November 2007
Stern Stewart & Co. April 1999 - March 2000
The Wall Street Journal July 1995 - April 1999
Chicago Symphony Orchestra July 1992 - July 1995
Skills
Purchasing, Management, Procurement, Budgets, Inventory Management, Process Improvement, Contract Negotiation, Project Management, Project Planning, Negotiation, Facilities Management, Training, Team Leadership, Team Building, Account Management, Sourcing, Operations Management, Vendor Management, Logistics, Access, Pricing Negotiation, Vendor Relations, Purchase Management, Leadership, Purchasing Management, Managing Employees, Sourcing &..., Microsoft Office, ERP/CRM, Pricing Strategy, Sales Operations, Time Management, Sales, Supply Chain Management, Manufacturing, Office Management, Strategic Planning, Cross-functional Team..., Event Management, Microsoft Excel, Forecasting, Strategy, Program Management, Problem Solving, Change Management, Planning, Pricing, Supply Chain, Business Strategy, Business Process...
Education
DePaul University
Bachelor’s Degree, Psychology
Moraine Valley Community College
Associate’s Degree, Business
CompuSystems March 2008 - March 2015
TimeMed Labeling Systems March 2000 - November 2007
Stern Stewart & Co. April 1999 - March 2000
The Wall Street Journal July 1995 - April 1999
Chicago Symphony Orchestra July 1992 - July 1995
Skills
Purchasing, Management, Procurement, Budgets, Inventory Management, Process Improvement, Contract Negotiation, Project Management, Project Planning, Negotiation, Facilities Management, Training, Team Leadership, Team Building, Account Management, Sourcing, Operations Management, Vendor Management, Logistics, Access, Pricing Negotiation, Vendor Relations, Purchase Management, Leadership, Purchasing Management, Managing Employees, Sourcing &..., Microsoft Office, ERP/CRM, Pricing Strategy, Sales Operations, Time Management, Sales, Supply Chain Management, Manufacturing, Office Management, Strategic Planning, Cross-functional Team..., Event Management, Microsoft Excel, Forecasting, Strategy, Program Management, Problem Solving, Change Management, Planning, Pricing, Supply Chain, Business Strategy, Business Process...
Education
DePaul University
Bachelor’s Degree, Psychology
Moraine Valley Community College
Associate’s Degree, Business
Nisha Yadav's Stern Stewart & Co. Experience September 2005 - March 2008
Job
Industry Financial Services
Experience
MetLife August 2012 - Present
BAV® Consulting, Young & Rubicam Brands April 2008 - August 2012
Stern Stewart & Co. September 2005 - March 2008
Stern Stewart & Co. June 2004 - August 2004
Ogilvy June 2002 - May 2003
Burson-Marsteller March 2001 - April 2002
Arthur Andersen June 1997 - January 2001
Skills
Customer Insight, Market Research, Marketing Strategy, Integrated Marketing, Digital Marketing, Analytics, Digital Strategy, Strategy, Competitive Analysis, Segmentation, Marketing Research, Positioning, Brand Architecture, Business Strategy, Financial Modeling, Management, Brand Development, Creative Strategy, Strategic Thinking, Global Marketing, Direct Marketing
Education
University of Rochester - Simon Business School 2003 — 2005
MBA
Sydenham College
Bachelor of Commerce (B.Com.)
MetLife August 2012 - Present
BAV® Consulting, Young & Rubicam Brands April 2008 - August 2012
Stern Stewart & Co. September 2005 - March 2008
Stern Stewart & Co. June 2004 - August 2004
Ogilvy June 2002 - May 2003
Burson-Marsteller March 2001 - April 2002
Arthur Andersen June 1997 - January 2001
Skills
Customer Insight, Market Research, Marketing Strategy, Integrated Marketing, Digital Marketing, Analytics, Digital Strategy, Strategy, Competitive Analysis, Segmentation, Marketing Research, Positioning, Brand Architecture, Business Strategy, Financial Modeling, Management, Brand Development, Creative Strategy, Strategic Thinking, Global Marketing, Direct Marketing
Education
University of Rochester - Simon Business School 2003 — 2005
MBA
Sydenham College
Bachelor of Commerce (B.Com.)
Sushmit Patel's Stern Stewart & Co. Experience 1997 - 2000
Job VP Corporate Development, Strategy, Tax & Treasury at TimkenSteel Corporation
Industry Mining & Metals
Experience
TimkenSteel Corporation January 2014 - Present
The Timken Company March 2010 - December 2013
General Electric (GE) 2006 - 2009
General Electric (GE) 2004 - 2006
Advanced Pain Management 2002 - 2003
SG Cowen 2000 - 2002
Stern Stewart & Co. 1997 - 2000
Skills
Strategy, Corporate Finance, Business Development, Strategic Planning, Finance, Financial Modeling, Private Equity, Financial Analysis, Acquisitions, Investment Banking, Risk Management, Business Strategy, Due Diligence, Leadership, New Business Development, Pricing, Corporate Development, Executive Management, Acquisition Integration, Restructuring, Competitive Analysis, Business Planning, Management Consulting, Marketing, Investments, Business Transformation, Energy, Capital Markets, Cash Management, Venture Capital, Financial Forecasting, Capital Budgeting, Treasury Management, Tax, Treasury, Controllers, Controllership Functions, Investor Relations
Education
Northwestern University - Kellogg School of Management 2003 — 2004
MBA, Executive Master of Business Administration
Cass Business School 1995 — 1997
MSc, Shipping, Trade and Finance, (Honored with distinction)
City University London 1991 — 1995
BSc, Actuarial Science, First Class Honors (Summa Cum Laude)
TimkenSteel Corporation January 2014 - Present
The Timken Company March 2010 - December 2013
General Electric (GE) 2006 - 2009
General Electric (GE) 2004 - 2006
Advanced Pain Management 2002 - 2003
SG Cowen 2000 - 2002
Stern Stewart & Co. 1997 - 2000
Skills
Strategy, Corporate Finance, Business Development, Strategic Planning, Finance, Financial Modeling, Private Equity, Financial Analysis, Acquisitions, Investment Banking, Risk Management, Business Strategy, Due Diligence, Leadership, New Business Development, Pricing, Corporate Development, Executive Management, Acquisition Integration, Restructuring, Competitive Analysis, Business Planning, Management Consulting, Marketing, Investments, Business Transformation, Energy, Capital Markets, Cash Management, Venture Capital, Financial Forecasting, Capital Budgeting, Treasury Management, Tax, Treasury, Controllers, Controllership Functions, Investor Relations
Education
Northwestern University - Kellogg School of Management 2003 — 2004
MBA, Executive Master of Business Administration
Cass Business School 1995 — 1997
MSc, Shipping, Trade and Finance, (Honored with distinction)
City University London 1991 — 1995
BSc, Actuarial Science, First Class Honors (Summa Cum Laude)
Hector Bal's Stern Stewart & Co. Experience 1992 - 1994
Job Consultant at Legend Capital Management
Industry Investment Management
Experience
Legend Capital Management LLC 2012 - Present
Segantii Capital Management February 2013 - May 2013
Deephaven Capital Management 2003 - 2009
Lehman Brothers 1999 - 2003
LOG International Corp (Paloma Partners) 1995 - 1997
Stern Stewart & Co. 1992 - 1994
Skills
Derivatives, Equities, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Trading, Portfolio Management, Mutual Funds, Emerging Markets, Valuation, Options, Investments, Hedging, Corporate Finance, Equity Derivatives, Proprietary Trading, Bloomberg, Finance, Credit, Asset Management, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BS Economics, Finance, General
Legend Capital Management LLC 2012 - Present
Segantii Capital Management February 2013 - May 2013
Deephaven Capital Management 2003 - 2009
Lehman Brothers 1999 - 2003
LOG International Corp (Paloma Partners) 1995 - 1997
Stern Stewart & Co. 1992 - 1994
Skills
Derivatives, Equities, Alternative Investments, Fixed Income, Hedge Funds, Bonds, Trading, Portfolio Management, Mutual Funds, Emerging Markets, Valuation, Options, Investments, Hedging, Corporate Finance, Equity Derivatives, Proprietary Trading, Bloomberg, Finance, Credit, Asset Management, Investment Banking
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
University of Pennsylvania - The Wharton School 1988 — 1992
BS Economics, Finance, General
Reema Shah's Stern Stewart & Co. Experience 1994 - 1996
Job Advisor at Stealth Mode Startup
Industry Education Management
Experience
Center for Social Sector Leadership, University of California Berkeley Haas School of Business 2015 - Present
Stealth Mode Startup 2015 - Present
DropThought 2014 - Present
Tynker September 2013 - January 2015
All Kids Lane (Foundze) 2010 - 2013
JWS Technology Funds 2000 - 2010
Donaldson Lufkin Jenrette (acquired by Credit Suisse)– 2000 - 2000
Morgan Stanley 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Skills
Corporate Development, Product Management, Start-ups, Equity Research, Venture Capital, Competitive Analysis, Strategic Partnerships, Analytics, Business Strategy, Strategy, Business Alliances, Entrepreneurship, Market Research, Business Development, Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
University of Pennsylvania 1990 — 1994
Center for Social Sector Leadership, University of California Berkeley Haas School of Business 2015 - Present
Stealth Mode Startup 2015 - Present
DropThought 2014 - Present
Tynker September 2013 - January 2015
All Kids Lane (Foundze) 2010 - 2013
JWS Technology Funds 2000 - 2010
Donaldson Lufkin Jenrette (acquired by Credit Suisse)– 2000 - 2000
Morgan Stanley 1996 - 1998
Stern Stewart & Co. 1994 - 1996
Skills
Corporate Development, Product Management, Start-ups, Equity Research, Venture Capital, Competitive Analysis, Strategic Partnerships, Analytics, Business Strategy, Strategy, Business Alliances, Entrepreneurship, Market Research, Business Development, Management
Education
Northwestern University - Kellogg School of Management 1998 — 2000
University of Pennsylvania 1990 — 1994
John Kapitan's Stern Stewart & Co. Experience June 1995 - October 2002
Job SVP, Head of Professional Services at RMS
Industry Insurance
Experience
RMS March 2012 - Present
RMS March 2010 - March 2012
RMS September 2005 - March 2010
ERisk October 2002 - April 2005
Stern Stewart & Co. June 1995 - October 2002
Skills
Risk Management, Risk, Value Based Management, Risk Modeling, Data Quality, Property & Casualty..., Financial Risk, Valuation, Management, Portfolio Management, Executive Management, Underwriting, Strategy, Insurance, Analytics, Enterprise Risk..., Financial Modeling
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
RMS March 2012 - Present
RMS March 2010 - March 2012
RMS September 2005 - March 2010
ERisk October 2002 - April 2005
Stern Stewart & Co. June 1995 - October 2002
Skills
Risk Management, Risk, Value Based Management, Risk Modeling, Data Quality, Property & Casualty..., Financial Risk, Valuation, Management, Portfolio Management, Executive Management, Underwriting, Strategy, Insurance, Analytics, Enterprise Risk..., Financial Modeling
Education
University of Rochester - Simon Business School 1993 — 1995
MBA, Finance
Omid C. Tofigh's Stern Stewart & Co. Experience July 1997 - July 2001
Job Principal at First Annapolis Consulting
Industry Financial Services
Experience
First Annapolis Consulting October 2001 - Present
Stern Stewart & Co. July 1997 - July 2001
Skills
Financial Modeling, Mergers, Valuation, Private Equity, Financial Analysis, Strategy, Business Strategy, Payments, Corporate Finance, Due Diligence, Management Consulting, Financial Services, Business Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
Brown University 1987 — 1991
B.A., English and American Literature
First Annapolis Consulting October 2001 - Present
Stern Stewart & Co. July 1997 - July 2001
Skills
Financial Modeling, Mergers, Valuation, Private Equity, Financial Analysis, Strategy, Business Strategy, Payments, Corporate Finance, Due Diligence, Management Consulting, Financial Services, Business Valuation, Competitive Analysis
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Finance
Brown University 1987 — 1991
B.A., English and American Literature
Thomas Wally's Stern Stewart & Co. Experience 2000 - 2004
Job Director at Vienna Capital Partners (VCP)
Industry Investment Banking
Experience
Vienna Capital Partners 2008 - Present
Booz & Company 2005 - 2007
Stern Stewart & Co. 2000 - 2004
Skills
Strategy, Corporate Finance, Management, Management Consulting, Investments, Analysis, Private Equity, Capital Markets, Consulting, Valuation
Education
WU (Vienna University of Economics and Business) 2003 — 2004
Dr., Finance
CFA Institute 2001 — 2004
CFA, Chartered Financial Analyst Program
Wirtschaftsuniversität Wien 1994 — 1999
Master's degree, Business Administration and Management, General
EMLYON Business School 1998 — 1998
Commerce/Finance
Vienna Capital Partners 2008 - Present
Booz & Company 2005 - 2007
Stern Stewart & Co. 2000 - 2004
Skills
Strategy, Corporate Finance, Management, Management Consulting, Investments, Analysis, Private Equity, Capital Markets, Consulting, Valuation
Education
WU (Vienna University of Economics and Business) 2003 — 2004
Dr., Finance
CFA Institute 2001 — 2004
CFA, Chartered Financial Analyst Program
Wirtschaftsuniversität Wien 1994 — 1999
Master's degree, Business Administration and Management, General
EMLYON Business School 1998 — 1998
Commerce/Finance
Craig Behnke, CFA's Stern Stewart & Co. Experience 1998 - 2000
Job Senior Equity Analyst at USAA
Industry Investment Management
Experience
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
USAA March 2015 - Present
Maple Capital Management August 2010 - March 2015
Prima Capital September 2009 - July 2010
Lexicord Capital June 2006 - June 2009
Founders Asset Management May 2000 - May 2006
Stern Stewart & Co. 1998 - 2000
Alliance Capital Management May 1994 - August 1996
Alliance Capital Management September 1993 - May 1994
Graz Giants January 1993 - August 1993
Skills
Valuation, Investments, Investment Management, Portfolio Management, Equity Research, Due Diligence, Corporate Finance, Capital Markets
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1996 — 1998
MBA, Finance, Accounting
Rutgers, The State University of New Jersey-New Brunswick 1988 — 1992
BS, Economics
Christian Olesen's Stern Stewart & Co. Experience February 2001 - August 2003
Job Fund Manager
Industry Financial Services
Experience
Olesen Capital Management LLC / Olesen Value Fund L.P. July 2007 - Present
Xaraf Management (Paloma Partners) July 2004 - June 2007
DebtTraders Inc. August 2003 - June 2004
Stern Stewart & Co. February 2001 - August 2003
Skills
Financial Modeling, Equity Research, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
B.S. Econ., Finance, Accounting
CFA Institute 2002 — 2004
CFA
Olesen Capital Management LLC / Olesen Value Fund L.P. July 2007 - Present
Xaraf Management (Paloma Partners) July 2004 - June 2007
DebtTraders Inc. August 2003 - June 2004
Stern Stewart & Co. February 2001 - August 2003
Skills
Financial Modeling, Equity Research, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
B.S. Econ., Finance, Accounting
CFA Institute 2002 — 2004
CFA
James Singer's Stern Stewart & Co. Experience July 1998 - April 2005
Job Corporate Finance Professional
Industry Investment Banking
Experience
Morgan Stanley March 2007 - 2015
Accenture June 2005 - March 2007
Stern Stewart & Co. July 1998 - April 2005
Skills
Financial Analysis, Valuation, Corporate Finance, Performance Management, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Strategy, Capital Markets, Financial Modeling, Equity Research, Hedge Funds, Private Equity, Equities, Finance, Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Strategy
Boston College 1988 — 1992
B.S., Finance
Morgan Stanley March 2007 - 2015
Accenture June 2005 - March 2007
Stern Stewart & Co. July 1998 - April 2005
Skills
Financial Analysis, Valuation, Corporate Finance, Performance Management, Due Diligence, Corporate Development, Mergers & Acquisitions, Investment Banking, Strategy, Capital Markets, Financial Modeling, Equity Research, Hedge Funds, Private Equity, Equities, Finance, Management
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Strategy
Boston College 1988 — 1992
B.S., Finance
Steve O'Byrne's Stern Stewart & Co. Experience 1992 - 1998
Job President at Shareholder Value Advisors Inc.
Industry Management Consulting
Experience
Shareholder Value Advisors Inc. 1998 - Present
Stern Stewart & Co. 1992 - 1998
Towers Perrin 1979 - 1992
PwC 1977 - 1979
Education
University of Chicago Law School
J.D.
Northwestern University
M.S., Mathematics
University of Chicago
B.A., Political science
Shareholder Value Advisors Inc. 1998 - Present
Stern Stewart & Co. 1992 - 1998
Towers Perrin 1979 - 1992
PwC 1977 - 1979
Education
University of Chicago Law School
J.D.
Northwestern University
M.S., Mathematics
University of Chicago
B.A., Political science
Noam Saxonhouse's Stern Stewart & Co. Experience April 1997 - June 1999
Job Director Real Estate Investment Banking at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Janney Montgomery Scott November 2010 - Present
FBR April 2006 - July 2010
Mills March 2003 - April 2006
Morgan Stanley August 2001 - November 2002
Stern Stewart & Co. April 1997 - June 1999
Ernst & Young 1995 - 1997
Skills
Corporate Finance, REITs, Investor Relations, Valuation, Financial Modeling, Real Estate, Mergers, IPO, Investment Banking, Fairness Opinions, Economic Value Added, Securities Offerings
Education
The University of Chicago - Booth School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia 1991 — 1995
BA, Economics and History
Mark Gressle's Stern Stewart & Co. Experience 1982 - 1992
Job Managing Director at Gressle & McGinley
Industry Real Estate
Experience
Gressle & McGinley January 2002 - Present
Strategos 2000 - 2002
Deloitte Consulting 1996 - 2000
Stern Stewart & Co. 1982 - 1992
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Capital Markets, Investment Banking, Real Estate, Management Consulting, Equities, Strategic Planning, Acquisitions, Real Estate Economics, Strategy, Entrepreneurship
Education
University of Rochester - Simon Business School 1978 — 1980
MBA, Finance
University of Rochester 1968 — 1972
BA,
Friends School
Gressle & McGinley January 2002 - Present
Strategos 2000 - 2002
Deloitte Consulting 1996 - 2000
Stern Stewart & Co. 1982 - 1992
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Mergers & Acquisitions, Investments, Asset Management, Corporate Finance, Financial Analysis, Business Strategy, Venture Capital, Capital Markets, Investment Banking, Real Estate, Management Consulting, Equities, Strategic Planning, Acquisitions, Real Estate Economics, Strategy, Entrepreneurship
Education
University of Rochester - Simon Business School 1978 — 1980
MBA, Finance
University of Rochester 1968 — 1972
BA,
Friends School
Lorraine Aufforth's Stern Stewart & Co. Experience January 2000 - September 2004
Job Document Control at The PACO Group
Industry Executive Office
Experience
The PACO Group April 2014 - Present
NJ Transit April 2013 - April 2014
Atrium Staffing February 2010 - March 2013
Team Academy December 2008 - October 2009
Team Academy December 2008 - October 2009
State University February 2008 - August 2008
Temple Beth Sholom November 2005 - December 2007
The Laury Group September 2004 - November 2005
Stern Stewart & Co. January 2000 - September 2004
Publishers Clearing House November 1990 - November 1999
Skills
Public Speaking, Time Management, Accounts Payable, Training, Invoicing, Process Scheduler, Research, PowerPoint, Microsoft Excel, Teamwork, Purchasing
Education
Phoenix College 1978 — 1980
Uniondale High School
The PACO Group April 2014 - Present
NJ Transit April 2013 - April 2014
Atrium Staffing February 2010 - March 2013
Team Academy December 2008 - October 2009
Team Academy December 2008 - October 2009
State University February 2008 - August 2008
Temple Beth Sholom November 2005 - December 2007
The Laury Group September 2004 - November 2005
Stern Stewart & Co. January 2000 - September 2004
Publishers Clearing House November 1990 - November 1999
Skills
Public Speaking, Time Management, Accounts Payable, Training, Invoicing, Process Scheduler, Research, PowerPoint, Microsoft Excel, Teamwork, Purchasing
Education
Phoenix College 1978 — 1980
Uniondale High School
Monika Nica's Stern Stewart & Co. Experience January 2003 - December 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2006 - Present
Stern Stewart & Co. January 2003 - December 2005
Stern Stewart & Co. August 2001 - December 2002
Skills
Equities, Valuation, Accounting, Investment Banking, Capital Markets, Financial Modeling, Equity Research, Corporate Finance, Fixed Income
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Accounting and Finance
Bard College
Morgan Stanley January 2006 - Present
Stern Stewart & Co. January 2003 - December 2005
Stern Stewart & Co. August 2001 - December 2002
Skills
Equities, Valuation, Accounting, Investment Banking, Capital Markets, Financial Modeling, Equity Research, Corporate Finance, Fixed Income
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2001
MBA, Accounting and Finance
Bard College
Adam Shepard's Stern Stewart & Co. Experience 1992 - 1995
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Morgan Stanley 2000 - Present
Lehman Brothers 1995 - 2000
Stern Stewart & Co. 1992 - 1995
Arthur Andersen 1990 - 1992
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA, Finance
University of Chicago 1985 — 1989
BA, Economics
Charterhouse School 1984 — 1985
Moses Brown School 1971 — 1984
Michael Thieberg's Stern Stewart & Co. Experience 1991 - 1994
Job Director of Finance at Exiger
Industry Financial Services
Experience
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
Exiger November 2013 - Present
Arche Value Management Inc. 2012 - 2013
American Express 2010 - 2012
Deutsche Bank Securities 2006 - 2010
Mercer 2005 - 2006
Veronis Suhler Stevenson 2004 - 2005
CIBC World Markets 1996 - 2003
Stern Stewart & Co. 1991 - 1994
Skills
Mergers, Corporate Development, Private Equity, Investment Banking, Equities, Strategic Planning, Marketing, Financial Modeling, Corporate Finance, Valuation, Performance Measurement, Business Development, Incentive Programs, Due Diligence, Financial Analysis, M&A experience, Business Strategy, Mergers & Acquisitions, Strategy, Investments
Education
The University of Chicago - Booth School of Business
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business
BBA, Finance
Wayne Valley HS
David Oliveira, CFA's Stern Stewart & Co. Experience July 2005 - March 2010
Job Sloan Fellow, Stanford Graduate School of Business
Industry Financial Services
Experience
Olimpia Partners April 2014 - July 2015
Standard Bank Group August 2012 - April 2014
Banco Brasil Plural March 2010 - April 2012
Stern Stewart & Co. July 2005 - March 2010
Citi April 2003 - April 2004
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Negotiation, Capital Markets, Consulting, Corporate Finance, Emerging Markets, Investment Banking, Investments, Investor Relations, Business Planning, Business Valuation, Equity Research, Financial Markets, Business Strategy, Financial Structuring
Education
Stanford University Graduate School of Business 2015 — 2016
Master of Science (MS), Business Administration and Management
Insper 2009 — 2014
Master's degree, Economics
Universidade de São Paulo 2002 — 2006
Bachelor, Business Administration
Olimpia Partners April 2014 - July 2015
Standard Bank Group August 2012 - April 2014
Banco Brasil Plural March 2010 - April 2012
Stern Stewart & Co. July 2005 - March 2010
Citi April 2003 - April 2004
Skills
Valuation, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Negotiation, Capital Markets, Consulting, Corporate Finance, Emerging Markets, Investment Banking, Investments, Investor Relations, Business Planning, Business Valuation, Equity Research, Financial Markets, Business Strategy, Financial Structuring
Education
Stanford University Graduate School of Business 2015 — 2016
Master of Science (MS), Business Administration and Management
Insper 2009 — 2014
Master's degree, Economics
Universidade de São Paulo 2002 — 2006
Bachelor, Business Administration
John Dyer's Stern Stewart & Co. Experience July 1998 - January 2000
Job Investment Banker in Biotechnology
Industry Investment Banking
Experience
Aquilo Partners February 2009 - Present
JP Morgan August 2006 - February 2009
Cowen and Company February 2000 - July 2006
Stern Stewart & Co. July 1998 - January 2000
Education
University of Virginia 1991 — 1995
B.S., Foreign Affairs
University of South Carolina - Darla Moore School of Business 1996 — 1998
MIBS, International Finance, French
Aquilo Partners February 2009 - Present
JP Morgan August 2006 - February 2009
Cowen and Company February 2000 - July 2006
Stern Stewart & Co. July 1998 - January 2000
Education
University of Virginia 1991 — 1995
B.S., Foreign Affairs
University of South Carolina - Darla Moore School of Business 1996 — 1998
MIBS, International Finance, French
Stephanie McGillivray's Stern Stewart & Co. Experience 1994 - 1997
Job President / Principal at Complexity Management, LLC / SOAR
Industry Management Consulting
Experience
Complexity Management, LLC / SOAR 1999 - Present
PwC 1997 - 1999
Stern Stewart & Co. 1994 - 1997
Skills
Business Strategy, Change Management, Management Consulting, Process Improvement, Strategy, Strategic Planning, Due Diligence, Business Analysis, Business Development, Business Planning, Business Process..., Contract Negotiation, Entrepreneurship, Executive Management, Finance, Financial Modeling, Leadership, Management, Mergers, Nonprofits, Public Speaking, Risk Management, Start-ups, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1986
Master of Business Administration (MBA), Finance, General
Wellesley College 1978 — 1982
Bachelor's degree, Economics and Geology
Miss Porter's School
Miss Porter's School
Complexity Management, LLC / SOAR 1999 - Present
PwC 1997 - 1999
Stern Stewart & Co. 1994 - 1997
Skills
Business Strategy, Change Management, Management Consulting, Process Improvement, Strategy, Strategic Planning, Due Diligence, Business Analysis, Business Development, Business Planning, Business Process..., Contract Negotiation, Entrepreneurship, Executive Management, Finance, Financial Modeling, Leadership, Management, Mergers, Nonprofits, Public Speaking, Risk Management, Start-ups, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1986
Master of Business Administration (MBA), Finance, General
Wellesley College 1978 — 1982
Bachelor's degree, Economics and Geology
Miss Porter's School
Miss Porter's School
Daniel Kalb's Stern Stewart & Co. Experience 2002 - 2003
Job Corporate Internal Recruiter; Realtor
Industry Real Estate
Experience
Confidential - Global Logistics Organization May 2015 - Present
WEICHERT REALTORS BEST BEACH REAL ESTATE March 2015 - Present
Robert Half Management Resources November 2013 - December 2014
Robert Half Finance & Accounting May 2011 - October 2013
Teeka Tan Suncare, Inc. January 2010 - July 2011
Bnai Zion Foundation March 2009 - August 2009
Robert Half International January 2006 - April 2009
Stern Stewart & Co. 2002 - 2003
AllianceBernstein 2000 - 2002
Skills
Strategic Planning, Financial Analysis, New Business Development, Spanish, Financial Modeling, Business Development, Management, Training, Budgets, Finance, Sales, Recruiting, Accounting, Leadership, Microsoft Office, Management Consulting, Microsoft Excel, Account Management, Analysis, Temporary Placement, Performance Management, English, Fundraising, Talent Management, Forecasting, Project Management, Human Resources, Technical Recruiting, Executive Search, Talent Acquisition, Sourcing, Employee Relations
Education
Tel Aviv University 2003 — 2005
MA, Middle Eastern Studies
State University of New York College at Plattsburgh 1998 — 2001
BS, 1. Accounting 2. International Business
Confidential - Global Logistics Organization May 2015 - Present
WEICHERT REALTORS BEST BEACH REAL ESTATE March 2015 - Present
Robert Half Management Resources November 2013 - December 2014
Robert Half Finance & Accounting May 2011 - October 2013
Teeka Tan Suncare, Inc. January 2010 - July 2011
Bnai Zion Foundation March 2009 - August 2009
Robert Half International January 2006 - April 2009
Stern Stewart & Co. 2002 - 2003
AllianceBernstein 2000 - 2002
Skills
Strategic Planning, Financial Analysis, New Business Development, Spanish, Financial Modeling, Business Development, Management, Training, Budgets, Finance, Sales, Recruiting, Accounting, Leadership, Microsoft Office, Management Consulting, Microsoft Excel, Account Management, Analysis, Temporary Placement, Performance Management, English, Fundraising, Talent Management, Forecasting, Project Management, Human Resources, Technical Recruiting, Executive Search, Talent Acquisition, Sourcing, Employee Relations
Education
Tel Aviv University 2003 — 2005
MA, Middle Eastern Studies
State University of New York College at Plattsburgh 1998 — 2001
BS, 1. Accounting 2. International Business
Daniel Budington's Stern Stewart & Co. Experience June 2001 - June 2004
Job EVP at Santander Holdings USA
Industry Financial Services
Experience
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
David Abrams's Stern Stewart & Co. Experience July 1997 - May 2000
Job at Bellerophon
Industry Medical Devices
Experience
Bellerophon Therapeutics February 2014 - Present
Ikaria October 2010 - Present
Johnson & Johnson May 2002 - October 2010
Deutsche Bank May 2000 - April 2002
Stern Stewart & Co. July 1997 - May 2000
Skills
Valuation, Due Diligence, Financial Modeling, Pricing, Mergers, Debt, Strategic Planning, Corporate Finance, Business Strategy, Pharmaceuticals, Analysis, Medical Devices, Forecasting, Pharmaceutical Industry, Finance, Portfolio Management, Managerial Finance
Education
University of Pennsylvania 1993 — 1997
BA, History
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Economics - Finance
Bellerophon Therapeutics February 2014 - Present
Ikaria October 2010 - Present
Johnson & Johnson May 2002 - October 2010
Deutsche Bank May 2000 - April 2002
Stern Stewart & Co. July 1997 - May 2000
Skills
Valuation, Due Diligence, Financial Modeling, Pricing, Mergers, Debt, Strategic Planning, Corporate Finance, Business Strategy, Pharmaceuticals, Analysis, Medical Devices, Forecasting, Pharmaceutical Industry, Finance, Portfolio Management, Managerial Finance
Education
University of Pennsylvania 1993 — 1997
BA, History
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Economics - Finance
Al Ehrbar's Stern Stewart & Co. Experience 1995 - 2006
Job Executive Vice President, EVA Dimensions LLC
Industry Financial Services
Experience
EVA Dimensions LLC 2006 - Present
Stern Stewart & Co. 1995 - 2006
Skills
Portfolio Management, Valuation, Equity Research, Corporate Finance, Equities, Hedge Funds, Investments, Management Consulting, Financial Modeling, Asset Management, Research, Equity Valuation, Fixed Income, Investment Banking, Business Strategy, Financial Analysis, Mergers & Acquisitions
Education
University of Rochester 1972 — 1974
Master of Business Administration (MBA), Finance
Northwestern University 1967 — 1970
BSJ, MSJ, Journalism
Kenyon College 1964 — 1966
English
EVA Dimensions LLC 2006 - Present
Stern Stewart & Co. 1995 - 2006
Skills
Portfolio Management, Valuation, Equity Research, Corporate Finance, Equities, Hedge Funds, Investments, Management Consulting, Financial Modeling, Asset Management, Research, Equity Valuation, Fixed Income, Investment Banking, Business Strategy, Financial Analysis, Mergers & Acquisitions
Education
University of Rochester 1972 — 1974
Master of Business Administration (MBA), Finance
Northwestern University 1967 — 1970
BSJ, MSJ, Journalism
Kenyon College 1964 — 1966
English
Ash Nijhawan's Stern Stewart & Co. Experience November 1997 - February 2000
Job Vice President at Liquidia Technologies
Industry Pharmaceuticals
Experience
Liquidia Technologies October 2010 - Present
Schering-Plough Pharmaceuticals October 2006 - February 2010
Pfizer March 2000 - October 2006
Stern Stewart & Co. November 1997 - February 2000
General Electric February 1992 - November 1997
Skills
Biotechnology, Pharmaceutical Industry, Cross-functional Team..., Executive Management, Valuation, Mergers & Acquisitions, Team Leadership, Strategy, Business Strategy, Product Development, Competitive Analysis, Business Development, Due Diligence, Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
North Carolina State University 1986 — 1991
BS, Electrical Engineering
Liquidia Technologies October 2010 - Present
Schering-Plough Pharmaceuticals October 2006 - February 2010
Pfizer March 2000 - October 2006
Stern Stewart & Co. November 1997 - February 2000
General Electric February 1992 - November 1997
Skills
Biotechnology, Pharmaceutical Industry, Cross-functional Team..., Executive Management, Valuation, Mergers & Acquisitions, Team Leadership, Strategy, Business Strategy, Product Development, Competitive Analysis, Business Development, Due Diligence, Management
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
North Carolina State University 1986 — 1991
BS, Electrical Engineering
Peter Shephard's Stern Stewart & Co. Experience July 2001 - March 2002
Job Director of Financial Planning & Analysis at Avenues: The World School
Industry Consumer Services
Experience
Avenues: The World School March 2012 - Present
Weight Watchers June 2011 - December 2011
The Nielsen Company June 2006 - December 2010
The Nielsen Company March 2002 - June 2006
Stern Stewart & Co. July 2001 - March 2002
Nabisco June 2000 - August 2000
Nielsen Media Research January 1997 - July 1999
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance, Accounting, Competitive & Organizational Strategy
Cornell University 1990 — 1994
BS, Applied Economics & Business Management
Avenues: The World School March 2012 - Present
Weight Watchers June 2011 - December 2011
The Nielsen Company June 2006 - December 2010
The Nielsen Company March 2002 - June 2006
Stern Stewart & Co. July 2001 - March 2002
Nabisco June 2000 - August 2000
Nielsen Media Research January 1997 - July 1999
Education
University of Rochester - Simon Business School 1999 — 2001
MBA, Finance, Accounting, Competitive & Organizational Strategy
Cornell University 1990 — 1994
BS, Applied Economics & Business Management
Bruce Nemlich's Stern Stewart & Co. Experience November 1986 - November 1988
Job Sr Director/Team Leader, Management Science at Pfizer
Industry Pharmaceuticals
Experience
Pfizer November 1990 - Present
Anderson Consulting Strategic Services January 1990 - November 1990
Office-of-the-Future November 1988 - January 1990
Stern Stewart & Co. November 1986 - November 1988
McKinsey & Company 1983 - 1986
Morgan Stanley January 1982 - May 1983
STSC April 1980 - January 1982
Skills
Pharmaceutical Industry, Oncology, Market Research, Pharmaceutical Sales, Biotechnology, Clinical Development, Global Marketing, Customer Insight
Education
University of Chicago Graduate School of Business 1978 — 1980
MBA
Massachusetts Institute of Technology 1974 — 1977
BSCE
Pfizer November 1990 - Present
Anderson Consulting Strategic Services January 1990 - November 1990
Office-of-the-Future November 1988 - January 1990
Stern Stewart & Co. November 1986 - November 1988
McKinsey & Company 1983 - 1986
Morgan Stanley January 1982 - May 1983
STSC April 1980 - January 1982
Skills
Pharmaceutical Industry, Oncology, Market Research, Pharmaceutical Sales, Biotechnology, Clinical Development, Global Marketing, Customer Insight
Education
University of Chicago Graduate School of Business 1978 — 1980
MBA
Massachusetts Institute of Technology 1974 — 1977
BSCE
Keith Donohue's Stern Stewart & Co. Experience January 2001 - July 2005
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Fielder Capital Group, LLC January 2011 - September 2011
Price Waterhouse Management Consultants January 2008 - January 2011
Accenture July 2005 - December 2007
Stern Stewart & Co. January 2001 - July 2005
Lazard Asset Management April 1994 - December 1998
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Providence College 1989 — 1993
BS, Accountancy
Morgan Stanley November 2011 - Present
Fielder Capital Group, LLC January 2011 - September 2011
Price Waterhouse Management Consultants January 2008 - January 2011
Accenture July 2005 - December 2007
Stern Stewart & Co. January 2001 - July 2005
Lazard Asset Management April 1994 - December 1998
Education
Columbia University - Columbia Business School 1999 — 2000
MBA, Finance
Providence College 1989 — 1993
BS, Accountancy
Igor Sokolovsky's Stern Stewart & Co. Experience March 1997 - July 2000
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Guggenheim Partners August 2014 - Present
Citi April 2010 - August 2014
J.P. Morgan August 2007 - April 2010
Lehman Brothers March 2004 - August 2007
UBS Investment Bank May 2002 - February 2004
Stern Stewart & Co. March 1997 - July 2000
Skills
Mergers, Valuation, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equity Research, Financial Modeling, Capital Markets, Corporate Development, Hedge Funds, Investments, Portfolio Management, Strategy, Emerging Markets, Equities, Private Equity
Education
Wharton School, University of Pennsylvania 2000 — 2002
MBA, Finance
New York University - Leonard N. Stern School of Business 1993 — 1997
BS, Finance
Kal Vadasz's Stern Stewart & Co. Experience June 1996 - May 2003
Job Dir of Corporate Outreach & Strategic Partnerships, at Stevens Institute of Technology, School of Business
Industry Financial Services
Experience
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
Stevens Institute of Technology, School of Business March 2014 - Present
RBC Capital Markets March 2010 - February 2014
Citi 2003 - 2009
Stern Stewart & Co. June 1996 - May 2003
Salomon Brothers June 1995 - June 1996
Skills
Capital Markets, Bloomberg, Fixed Income, Derivatives, Financial Modeling, Series 7, Series 63, Microsoft Excel, PowerPoint, Consulting, Valuation
Education
Columbia Business School 2002 — 2004
Master of Business Administration (MBA), Finance, General
Wharton School, University of Pennsylvania 1992 — 1995
Bachelor of Science (B.S.), Business/Managerial Economics
Delbarton School 1988 — 1992
High School
Jack Reznick's Stern Stewart & Co. Experience
Job Retired CFO at Stern Stewart & Co.
Industry Management Consulting
Experience
Stern Stewart & Co.
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Restructuring, Equity Research, Financial Reporting, Business Valuation, Strategy, Mergers & Acquisitions, Emerging Markets, Acquisition Integration, Portfolio Management, Investment Banking, Managerial Finance, Strategic Planning, Social Media, Management, Leadership
Education
Pace University
CCNY
Music and Art High School
Stern Stewart & Co.
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Corporate Finance, Restructuring, Equity Research, Financial Reporting, Business Valuation, Strategy, Mergers & Acquisitions, Emerging Markets, Acquisition Integration, Portfolio Management, Investment Banking, Managerial Finance, Strategic Planning, Social Media, Management, Leadership
Education
Pace University
CCNY
Music and Art High School
Kelly Services
McKinsey & Company
The Boston Consulting Group
Bain & Company
BearingPoint
ICF International
Huron Consulting Group
A.T. Kearney