TA Associates
Industry: Private equity company
DescriptionTA Associates, founded in 1968, is one of the early modern-era private equity firms in the United States. The firm leads buyouts and minority recapitalizations of profitable growth companies. Assets under management: 14.1 billion USD Headquarters: Boston, MA Founded: 1968 Number of employees: 126 Type of business: Limited Partnership Subsidiaries: Russell Investments,
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TA Associates Employees
Technology Crossover Ventures August 2014 - Present
Avvo July 2015 - Present
SeatGeek April 2015 - Present
Araboh.com June 2008 - July 2014
TA Associates June 2009 - July 2012
Citi July 2007 - June 2009
Carnegie Mellon University January 2007 - May 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
Carnegie Mellon University 2003 — 2007
BS, Finance and Entrepreneurship
Ralph Lauren March 2014 - Present
Ivy Style September 2008 - April 2014
Newton Street Vintage November 2010 - March 2014
The Andover Shop May 2012 - September 2013
The Custom Fit June 2011 - May 2012
TA Associates November 2008 - February 2012
DLA Piper October 2007 - August 2008
Education
The University of Edinburgh 2007 — 2008
Master of Science (MSc), Writing and Cultural Politics, With Distinction
Boston University 2002 — 2006
Bachelor's degree, English, With Honors
Rhumb Line, LLC April 2015 - Present
Cengage Learning January 2014 - August 2015
Pegasystems March 2011 - January 2014
Harvard Law School August 2009 - March 2011
Brewster IT Consulting September 2005 - March 2011
Harvard Law School November 2007 - August 2009
Harvard Law School September 2005 - November 2007
NSK & Associates, Inc. July 2001 - September 2005
Everon Technology Services 2003 - 2005
TA Associates 2001 - 2005
Skills
Networking, Project Management, Cloud Computing, Strategic Planning, Consulting, Program Management, Leadership, Management, CRM, Databases, Strategy, Security, Technical Support, Project Planning, Information Technology, SaaS, Recruiting, Business Strategy, Enterprise Software, Training, Human Resources, Infrastructure as a..., ITIL, Start-ups, Infrastructure
Education
Harvard University 2006 — 2009
Masters in Management
Saint Lawrence University 1997 — 2001
BA
Experticity March 2013 - Present
TruClinic January 2013 - Present
RMWC April 2012 - September 2013
Peterson Partners April 2012 - January 2013
RMWC June 2009 - April 2012
Habitat for Humanity of the Greater Teton Area 2011 - 2012
TA Associates February 2005 - February 2008
CDG Group July 2002 - February 2005
Prudential Securities June 2001 - June 2002
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Corporate Finance, Investment Banking, Mergers, Venture Capital, Equity Research, Corporate Development, Mergers & Acquisitions, M&A experience, Start-ups, Entrepreneurship, Restructuring, Investments, Business Development
Education
University of Illinois at Urbana-Champaign - College of Business 1997 — 2001
Bachelor of Science (B.S.), Finance
City University (GB) 1999 — 2000
PetPocketbook June 2014 - Present
TA Associates 2010 - 2013
Lehman Brothers / Barclays Capital 2008 - 2010
Glitnir Bank 2006 - 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Economics, International Studies
Universidad Complutense de Madrid 2007 — 2007
Velos Partners January 2013 - Present
Upfront Ventures January 2010 - December 2012
Wilderness Point Ventures 2009 - 2012
TA Associates July 2010 - September 2010
Highland Consumer Fund January 2008 - June 2010
Accel Partners June 2007 - August 2007
Education
Harvard University 2004 — 2009
Shady Hill
Cornwall Capital August 2015 - Present
TA Associates July 2013 - August 2015
Lazard June 2011 - June 2013
Education
Harvard College 2007 — 2011
A.B., Economics
TA Associates November 2013 - Present
PricewaterhouseCoopers September 2011 - November 2013
QuantiaMD June 2010 - June 2011
Bentley University August 2010 - May 2011
VITA - Volunteer Income Tax Assistance January 2010 - April 2010
PricewaterhouseCoopers May 2009 - August 2009
The Haartz Corporation May 2008 - August 2008
Steven F. Mann, Attorney at Law, C.P.A. January 2008 - April 2008
Skills
Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Peachtree, GAAP, QuickBooks, SEC filings, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Accounting
Education
Bentley University - Elkin B. McCallum Graduate School of Business 2012 — 2015
Masters in Accountancy
Bentley University - Elkin B. McCallum Graduate School of Business 2010 — 2011
MBA, Concentration Accountancy
Bentley University 2006 — 2010
B.S., Accountancy
The London School of Economics and Political Science (LSE) 2008 — 2008
Study Abroad
Lincoln-Sudbury Regional High School 2002 — 2006
TA Associates July 2015 - Present
Financial Technology Partners July 2013 - June 2015
USC Trojan Athletic Fund January 2013 - May 2013
Stifel Financial Corp. June 2012 - August 2012
Apple May 2011 - August 2011
Skills
Event Management, Leadership, Team Leadership, Networking, Business Analysis, Investment Banking, Valuation, Photoshop, Management, Analysis, Investments, Portfolio Management
Education
University of Southern California 2009 — 2013
Bachelor of Science (BS), Business Administration, Magna Cum Laude
Cherry Creek High School 2005 — 2009
West Agile Labs November 2012 - Present
Boutine, Inc. September 2011 - December 2012
TA Associates August 2008 - September 2011
Goldman Sachs July 2006 - July 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Investment Banking, Valuation, Growth Capital, LBO, Mergers, Entrepreneurship, Corporate Finance, Start-ups, M&A experience, Investments, Corporate Development, Ruby on Rails, Mobile Applications, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign 2002 — 2006
BS, Electrical Engineering
Evercore Wealth Management 2012 - Present
Goldman Sachs 2010 - 2012
Industry Ventures 2009 - 2009
Focus Financial Partners 2008 - 2008
Veronis Suhler Stevenson 2006 - 2008
SAC Capital June 2005 - August 2005
TA Associates 2001 - 2004
Lehman Brothers 1999 - 2001
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Applied Value Investing
University of Pennsylvania 1996 — 1999
BA, Economics, Psychology
University of Michigan 1995 — 1996
The Bullis School
Prospect Partners, LLC July 2014 - Present
TA Associates July 2010 - June 2014
William Blair & Company June 2008 - June 2010
Education
University of Notre Dame 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General
Makers Crate December 2014 - Present
Lynn University 2010 - Present
BIGplans 2010 - June 2014
BackOps March 2013 - January 2014
Sun Capital Partners 2008 - 2009
TA Associates June 2004 - June 2006
Wachovia Securities June 2002 - June 2004
Skills
Mergers, Investments, Entrepreneurship, Venture Capital, Business Planning, Leadership, Private Equity, Management, Financial Modeling, Due Diligence, Valuation, Start-ups, Analysis, Finance, Corporate Development, New Business Development, Mergers & Acquisitions, Strategy, LBO, Marketing, Financial Analysis, Corporate Finance, Competitive Analysis, Investment Banking
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2008
MBA
University of Florida 1998 — 2001
BS, Finance, Summa Cum Laude
University of Florida 1998 — 2001
Bachelor of Science (BS), Finance, General
Funding Circle USA April 2015 - Present
Funding Circle USA August 2013 - April 2015
Value Retail December 2008 - September 2013
Hines August 2007 - June 2008
New Energy Capital June 2006 - August 2006
TA Associates February 2001 - December 2004
JP Morgan January 2000 - January 2001
J.P. Morgan 1997 - 2000
Skills
Leadership Development, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Private Equity, Investment Banking, Strategy, Mergers, Financial Analysis, Business Strategy, Asset Managment, Corporate Finance, Venture Capital, Strategic Planning, Start-ups, Emerging Markets, Mergers & Acquisitions, Management, Negotiation, Business Development, Entrepreneurship, Analysis, Leadership, Finance, Investments, Portfolio Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Masters of Business Administration
Williams College 1993 — 1997
BA
St. Paul's 1990 — 1993
High School
The Platypus Institute July 2014 - Present
Leprechaun HCC Managment October 2005 - January 2008
Empyrean Benefit Solutions April 2004 - September 2005
Touchstone Health September 1999 - November 2004
TA Associates January 1995 - October 1997
Skills
Healthcare, Business Strategy, Start-ups, Entrepreneurship, Team Building, Venture Capital, Healthcare Management, Investments, Marketing, Leadership, Management Consulting, Data Analysis, Strategy, Strategic Partnerships, Managed Care, Management, Healthcare Consulting, Healthcare Information..., Strategic Planning, Clinical Research, Program Management, Medicine, Executive Management, Health Policy
Education
Harvard Medical School 1983 — 1987
MD, Medicine
Harvard University 1978 — 1982
BS, Biochemistry and Psychology
Berkshire Partners August 2011 - Present
Lone Pine Capital June 2010 - August 2010
TA Associates August 2006 - August 2009
Lehman Brothers July 2004 - July 2006
Skills
Private Placements, LBO
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Yale University 2000 — 2004
Bachelor of Arts (B.A.), Economics
MAVERICK Technologies June 2015 - Present
Maverick Technologies February 2012 - May 2015
Maverick Technologies February 2007 - February 2012
Maverick Technologies October 2005 - February 2007
GE Automation Services August 2003 - October 2005
GE Automation Services October 2000 - August 2003
GE Automation Services April 1999 - October 2000
GE Automation Services April 1997 - April 1999
TA Associates June 1996 - April 1997
Celanese May 1995 - June 1996
Skills
Engineering, Process Control, Process Automation, Automation, SCADA, PLC, Control Systems Design, Commissioning, HMIs, DCS, Industrial Control, Instrumentation
Education
Southeastern Baptist Theological Seminary 2005 — 2011
MDiv, Christian Ministry
Clemson University 1990 — 1995
BS Chemical Engineering
The Rockport Company July 2012 - August 2015
Polished Image Consulting/Keaton Row December 2011 - May 2015
The Training Associates November 2011 - July 2012
The Boston Consulting Group July 2011 - October 2011
Zensar Technologies (formerly Akibia, Inc.) January 2002 - June 2011
Sky Unlimited June 2001 - December 2001
Hologic, Inc. (formerly CYTYC Corporation) December 1996 - February 2001
Sequoia Systems July 1995 - October 1996
TA Associates April 1991 - July 1995
Bain Capital November 1989 - April 1991
Skills
Recruiting, Human Resources, Employee Relations, Leadership, Strategic Planning, Event Planning, Vendor Management, Coaching, Sales Operations, Motivated self-starter, Start-ups, Motivation, Women Leaders, Peer Mentoring, Program Management, Salesforce.com, Sales, Time Management, Management, Customer Service, Marketing, Microsoft Excel, Microsoft Office, Project Management
Education
Fisher College 1980 — 1981
Fashion Merchandising
University of Notre Dame 1979 — 1979
Engineering
Trinity College 1977 — 1978
Liberal Arts
TA Associates March 2015 - Present
State Street September 2014 - March 2015
State Street November 2012 - August 2014
State Street August 2010 - November 2012
Education
University of Maine 2005 — 2009
Bachelor of Science (B.S.), Accounting
Richmond, The American International University in London 2008 — 2008
Cross Real Estate 1996 - July 2013
Real Estate 1992 - 1996
Copley Real Estate Advisors 1990 - 1992
Copley Real Estate Advisors 1987 - 1990
TA Associates 1983 - 1985
Skills
Investment Properties, Sellers, Negotiation, Residential Homes, Customer Service, First Time Home Buyers, Short Sales, Property Management, Microsoft Office, Relocation, Foreclosures, Microsoft Excel, Real Estate Development, Buyer Representation, Contract Negotiation, Real Estate Transactions, Single Family Homes, Strategic Planning, Condos, REO
Education
Boston College - Wallace E. Carroll Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Boston College - Carroll School of Management 1979 — 1983
Bachelor of Science (BS)
Flexpoint Ford, LLC August 2015 - Present
TA Associates July 2012 - July 2015
Moelis & Company July 2010 - June 2012
Moelis & Company June 2009 - August 2009
Skills
Financial Modeling, Valuation, Private Equity, Corporate Finance, LBO, Financial Analysis, Due Diligence, Corporate Development, Venture Capital, High Yield, Investments, Investment Banking, Mergers, Bloomberg, Restructuring, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelors of Business Administration, Finance, Strategy
ZenQMS January 2010 - Present
Aptuit October 2005 - January 2010
Small Healthcare Services/IT Private Equity Firm (FFC) September 2003 - October 2005
Nugenesis 2002 - 2002
TA Associates August 1998 - June 2001
JP Morgan Chase June 1995 - June 1998
Skills
Pharmaceutical Industry, Mergers, Corporate Development, Private Equity, Biotechnology, LeanSixSigma, Quality Auditing
Education
The Tuck School of Business at Dartmouth 2001 — 2003
MBA, Management
University of Virginia 1991 — 1995
BS, Commerce (Finance/Management Information Systems)
TA Associates 2014 - Present
NorthStar Financial Services Group, LLC 2015 - Present
Skip Hop 2013 - 2014
Fireman Capital Partners 2012 - 2014
TPG Growth 2008 - 2010
Goldman Sachs 2006 - 2008
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Corporate Development
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
Vanderbilt University 2002 — 2006
Bachelor of Science (BS), Economics
Choate Rosemary Hall 1999 — 2002
TA Associates March 2015 - Present
Arxan Technologies March 2015 - Present
EMC 2013 - 2014
CyberArk 2012 - 2014
RSA, The Security Division of EMC 2011 - 2013
RSA, The Security Division of EMC 2010 - 2011
Zscaler 2010 - 2011
RSA, The Security Division of EMC 2008 - 2010
EMC 2007 - 2008
EMC 2006 - 2007
Education
University of Massachusetts, Amherst 1980 — 1984
Bachelor's Degree, Accounting Information Systems
Backupify September 2013 - Present
HubSpot August 2012 - August 2013
HubSpot November 2011 - July 2012
HubSpot July 2010 - November 2011
MIT Sloan School of Management September 2008 - May 2010
Pocobor July 2009 - August 2009
World Wide Web Consortium June 2009 - July 2009
State Street Bank October 2007 - July 2008
Mass Energy September 2007 - December 2007
TA Associates February 2003 - June 2007
Skills
Analytics, Entrepreneurship, Social Media, Marketing, Relationship Management, Consulting, Software, Financial Services, Consumer Products, Inbound Marketing, Start-ups, Salesforce.com, Business Strategy, SEO, Marketing Strategy, Online Advertising, Strategy, Social Media Marketing, SEM
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA
Boston University Questrom School of Business 2000 — 2003
BS, Business Management, Concentration in MIS and Finance
Franklin & Marshall College 1998 — 2000
Equinix March 2014 - Present
TA Associates December 2010 - March 2014
Skills
Financial Analysis, Finance, Budgets, Financial Modeling, Corporate Finance, Microsoft Excel, Project Management, Financial Reporting, Account Reconciliation, Business Strategy, US GAAP reporting, Microsoft Office, Financial Forecasting, Accounts Payable, G/L Reconciliations, PowerPoint, Business Analysis, Maximo, Data Center, PureSafety Reporting, Forecasting, Financial Planning, Customer Service, Business Development, Accounting
Education
New York University 2012 — 2013
NYU SCPS Certificate Course, Corporate Finance, Financial Accounting & Financial Statement Analysis
North Maharashtra University
Master of Business Administration (MBA), Accounting and Finance
University of Pune
BSEE, Electrical and Electronics Engineering
Touch Ahead Software LLC October 2008 - Present
NSK Inc. November 1995 - Present
Everon Technology Services 2003 - May 2012
Information Systems by Design (ISD) 1993 - 1995
TA Associates November 1988 - March 1993
Liberty Mutual 1985 - 1986
Skills
SaaS, Web Applications, Web Services, .NET, Start-ups, Entrepreneur, Customer Relations, Professional Services, Product Development, Consultancy, Software Development, Mobile, Quality Assurance, 4D, Consultants, Leadership, Entrepreneurship, IT Management, Strategic Planning, Management, Networking, Lead Generation, Mobile Devices, CRM, Customer Service, Solution Selling, Business Development, Strategic Partnerships
Education
CPI (Computer Processing Institute) 1990 — 1991
Specialization Certification
Northeastern University 1983 — 1988
BS
TA Associates August 2012 - July 2015
UBS Investment Bank June 2010 - June 2012
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Capital IQ, Equity Research, Bloomberg, Financial Analysis, Due Diligence, Mergers, Venture Capital, Mergers & Acquisitions, Finance, Investments
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Los Angeles 2006 — 2010
Bachelor of Engineering (B.E.), Electrical and Electronics Engineering
TA Associates May 2010 - Present
Education
Dartmouth College 1989 — 1993
AB, History, French
University of Chicago Booth School of Business 2015 - Present
Money Intel (Denarius Capital Advisors) 2014 - 2015
TA Associates 2011 - 2013
Citigroup June 2009 - June 2011
Goldman Sachs 2008 - 2009
The Lemma Senbet Fund 2008 - 2009
United States Senate - Senator Charles E. Schumer 2007 - 2007
Sempra Energy 2007 - 2007
Skills
Investment Banking, Private Equity, Financial Modeling, Investments, Mergers, Strategy, Economics, Hedge Funds, Securities, IPO, Mergers & Acquisitions, Due Diligence, Equities, Portfolio Management, Finance, Derivatives, Financial Structuring, Equity Research, LBO, Financial Services, Valuation, Acquisitions, Venture Capital
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Maryland - Robert H. Smith School of Business
Bachelor of Science (BS), Finance, with Honors
University of Maryland College Park
Bachelor of Arts (BA), Economics, Presidential Scholar
Greenwood Invest LLC December 2009 - Present
TA Associates March 2005 - November 2009
Fotolia 2009 - 2009
eDreams 2006 - 2009
General Atlantic Partners 2000 - 2005
Roland Berger Strategy Consultants July 1996 - July 1998
McKinsey & Company 1998 - 1998
Skills
Private Equity, Venture Capital, Corporate Finance, Mergers & Acquisitions, IPO, Due Diligence, Business Planning, Business Strategy, Management Consulting, Investment Management, Asset Management, Hedge Funds, CFOs, Board of Directors, Advisory Boards
Education
Harvard Business School 1999 — 2000
MBA, Business Administration and Management, General
Universität Karlsruhe (TH) 1990 — 1996
Diplom-Wirtschaftsing., 1.2
University of Miami 1993 — 1995
Master's degree, Industrial Engineering, 4.0
Court Square Capital July 2012 - Present
AFS Technologies, Inc. February 2014 - Present
Citadel Investment Group 2011 - 2011
TA Associates 2007 - 2010
JP Morgan 2005 - 2007
Skills
Private Equity, Investment Banking, Valuation, Financial Modeling, LBO, Venture Capital, Corporate Finance, Hedge Funds, Due Diligence, Equities, Investments, Corporate Development, Capital, M&A experience, Capital Markets
Education
University of Pennsylvania - The Wharton School
MBA, Entrepreneurial Management
Cornell University
B.S., Electrical & Computer Engineering
Los Altos High School
Brigham and Women's Hospital November 2014 - Present
Accion April 2014 - Present
TA Associates January 2014 - March 2014
Tia Maria's European Cafe August 2013 - January 2014
Nutter McClennen & Fish LLP August 2011 - December 2012
UMass Dartmouth International Student and Scholar Center January 2009 - January 2012
UMass Dartmouth Department of English January 2011 - May 2011
UMass Dartmouth Writing/Reading Center September 2008 - May 2011
Skills
Public Speaking, Publications, Leadership, Research, Editing, Blogging, Writing, Copy Editing, Tutoring, Microsoft Word, PowerPoint, Press Releases, Data Analysis, Digital Photography, Travel, Food, Storytelling, Foodways, Microsoft Excel, SPSS, Statistics, Outlook, Microsoft Office, Data Entry, Teamwork, Customer Service
Education
Boston University - Metropolitan College 2014 — 2017
Master's Degree, Gastronomy
Institute for Cultural Diplomacy 2013 — 2013
Cultural Studies/Critical Theory and Analysis
University of Massachusetts Dartmouth 2007 — 2011
Bachelor's Degree, English Literature and Criticism, 4.0/4.0
Rivergate Marketing 2014 - Present
TA Associates 2014 - 2015
Achievement First August 2011 - June 2014
KIPP DC July 2009 - June 2011
Teach for America June 2007 - June 2009
All-Phase Electric-CED May 2006 - July 2006
Hamilton Sundstrand June 2005 - August 2005
LEGO Group June 2001 - January 2004
Skills
Teaching, Public Speaking, Curriculum Development, Leadership, Research, Student Development, K-12, Instructional Design, HTML, CSS
Education
American University 2007 — 2009
Master of Arts (M.A.), Elementary Education and Teaching
The University of Connecticut 2003 — 2007
Bachelor of Science (BS), Business Administration, Marketing
The University of Connecticut 2003 — 2007
Bachelor of Arts (B.A.), Spanish Language and Literature
TA Associates July 2014 - Present
TA Associates July 2010 - Present
TA Associates January 2007 - July 2010
In The Pink Stores, Inc. June 2005 - September 2006
Skills
Event Planning, Graphic Design, InDesign, Adobe Creative Suite, Photoshop, Illustrator, Event Management, Marketing, Digital Media, Social Media, Social Media Marketing, Marketing Communications, Online Advertising, Mac, Digital Marketing, Facebook, Marketing Strategy, Microsoft Office
Education
Back Bay Yoga School of Yoga Teacher Training 2014 — 2014
200 Hour RYT
School of the Museum of Fine Arts
Graphic Design Certificate, Graphic Design
University of Vermont 2001 — 2005
BS, Small Business Entrepreneurship
University of Technology, Sydney
Study Abroad
Tabor Academy 1997 — 2001
TA Associates February 2015 - Present
Bain & Company August 2011 - February 2015
Ignite Education Pvt. Ltd. September 2009 - July 2011
Bain & Company October 2006 - July 2009
Honeywell May 2005 - August 2005
Reckitt Benckiser June 2004 - August 2004
Skills
Management Consulting, Financial Modeling, Due Diligence, Private Equity, Business Strategy, Growth Strategies, Acquisition Integration, Strategy, Corporate Development, Market Entry, Strategic Consulting, Valuation, Mergers, Entrepreneurship, Venture Capital, Organizational Design, Financial Analysis, Analytics, Performance Improvement, Corporate Finance, Six Sigma, Operations Management, Sales Operations, Fundraising, Start-ups, Mergers & Acquisitions, Leadership, Restructuring, Change Management, Investment Banking
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
University of Michigan 2002 — 2006
Bachelor of Science degree, Industrial and Operations Engineering, Summa Cum Laude
Gusto (formerly ZenPayroll) July 2015 - Present
TA Associates July 2012 - July 2015
The Blackstone Group July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
Trophy Point Capital December 2008 - May 2009
Morgan Stanley June 2008 - August 2008
Skills
Growth Capital, Strategy, Mergers & Acquisitions, Financial Analysis, M&A experience, Business Strategy, Mergers, Investment Banking, Entrepreneurship, Accounting, Business Services, LBO, Valuation, Financial Modeling, Private Equity, Corporate Development
Education
University of Pennsylvania - The Wharton School
Finance
Metaswitch Networks January 2008 - Present
Mitel September 2007 - Present
WatchGuard Technologies October 2006 - Present
Webtrends May 2005 - Present
Francisco Partners September 1999 - Present
TA Associates 1997 - 1999
Education
Harvard University
AB, Government
Stanford University Graduate School of Business
MBA
TA Associates July 2014 - Present
The Parthenon Group July 2012 - 2014
Stanford University May 2010 - June 2012
The Parthenon Group June 2011 - August 2011
Stanford Graduate School of Business January 2010 - July 2011
Shui On Land June 2010 - September 2010
NetJets June 2009 - September 2009
Limited Brands May 2008 - July 2008
Skills
Data Analysis, Public Speaking, Economics, Financial Modeling, Microsoft Office, Research, Project Management, Financial Analysis, Entrepreneurship, Microsoft Excel, PowerPoint, Customer Service, Public Relations, Spelling, Strategy, Management
Education
Stanford University 2008 — 2012
Bachelor of Arts (B.A.), Economics, International Relations, Computer Science
Bexley High School
Inter-University Program 2012 — 2012
Chinese Language Study
Pleasant Bay Capital Partners July 2012 - Present
Covington Associates March 2012 - Present
Ticonderoga Capital September 1997 - Present
Dillon Read Venture Capital September 1996 - August 1997
TA Associates March 1993 - September 1996
Skills
Due Diligence, Investments, Venture Capital, Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Mergers, IPO
Education
Brown University 1987 — 1991
TA Associates February 2012 - Present
Akamai Technologies December 2006 - September 2010
AAA Southern New England June 2006 - December 2006
Grand Circle Corporation 2002 - 2006
Verizon Wireless August 2001 - June 2002
TNT Vacations 1997 - 2001
Skills
Customer Service, Account Management, Call Center, Microsoft Excel, Microsoft Office, Outlook, Sales, Social Media, Microsoft Word, Project Planning, Time Management, Office Management, Leadership
Education
Salem State College 2011 — 2013
Multimedia Design
Community College of Rhode Island 1996 — 1997
Liberal Arts
TA Associates July 2014 - Present
Credit Suisse May 2012 - July 2014
Christie's February 2012 - May 2012
NYU Undergraduate Admissions January 2008 - May 2012
Superdry September 2011 - April 2012
Credit Suisse June 2011 - August 2011
New York University September 2009 - May 2011
Goldman Sachs June 2010 - August 2010
LinkedIn 2010 - 2010
Madison National Bank June 2008 - August 2009
Skills
Product Marketing, Risk Assessment, Analysis, PowerPoint, Financial Analysis, Financial Modeling, Marketing Strategy, Marketing..., Team Leadership, Leadership Development, Organizational..., Strategic Leadership, Team Building, Team Management, Team Oriented, Chinese culture, Public Relations, Public Speaking, Video Editing, Digital Marketing, Digital Media, Microsoft Excel, Data Analysis, Competitive Analysis, Nonprofits, Finance, Leadership, Advertising, Event Management, Fundraising, Research, Valuation, Management, Corporate Finance, Marketing, Mergers & Acquisitions, Investment Banking, Private Equity, Social Media Marketing, Investments
Education
New York University - Leonard N. Stern School of Business 2008 — 2012
BS, Management, Finance
East China Normal University 2010 — 2010
Study Abroad, Chinese Language, Operations, Marketing, Chinese Law
Indian Institute of Technology, Madras 2012 — 2012
Social Enterprise and Economic Development in the Context of India
Nintex 2013 - 2015
TA Associates 2011 - 2015
Harvard University 2009 - 2014
Bain & Company 2009 - 2011
Skills
Corporate Development, Strategy, Investments, Digital Media, SaaS, Analytics, Private Equity, Venture Capital, Entrepreneurship, Cloud Computing, Finance, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Start-ups, Leadership
Education
Stanford University 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2005 — 2009
A.B.
BV Investment Partners 2014 - Present
Hale Capital Partners 2012 - 2014
Soros Fund Management 2011 - 2011
TA Associates 2007 - 2010
UBS Investment Bank 2005 - 2007
UBS Global Asset Management 2004 - 2005
Education
Harvard Business School 2010 — 2012
MBA
New York University - Leonard N. Stern School of Business 2002 — 2005
BS, Finance, Accounting
TA Associates May 2015 - Present
Rockpoint Group October 2013 - May 2015
EMC Corporation - RSA Security June 2011 - September 2013
Skills
Private Equity, Investor Relations, Data Analysis, Financial Analysis, Financial Reporting, Capital Raising, Equities, Real Estate, Financial Modeling, Microsoft Excel, Bloomberg
Education
Bentley University 2012 — 2013
M.B.A., Economics and Finance
Bentley University 2008 — 2012
B.S., Finance
Bond University 2011 — 2011
Study Abroad Program
Humedica August 2009 - December 2014
Alseres Pharmaceuticals August 2008 - February 2009
The Cue Ball Group, LLC September 2006 - December 2007
Tsoi/Kobus & Associates August 2004 - September 2006
TA Associates August 2002 - August 2004
ISM November 2000 - August 2002
Skills
Payroll Administration, Benefit Administration, Press Releases, Microsoft Office, Social Media, Outlook, Microsoft Excel, Healthcare, Executive Support, Travel Arrangements, Expense Reports, Calendaring, Marketing Strategy, Concur, Event Planning, Applicant Tracking..., Microsoft Word, Confidentiality, Calendars, Office Administration, Office Management
Education
Quinnipiac University 1996 — 2000
Bachelors of Arts, Sociology
Riordan, Lewis & Haden Equity Partners 2015 - 2015
Millennium Health 2013 - 2014
TA Associates 2010 - 2013
Arbor Advisors 2008 - 2010
Skills
Strategy, Private Equity, Business Strategy, Growth Investing, Mergers & Acquisitions, Investment Banking, Mergers, Venture Capital, Management, Financial Modeling, Non-profits, Investments
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of California, Los Angeles 2003 — 2007
B.A.
TA Associates July 2012 - July 2015
J.P. Morgan June 2010 - June 2012
Business Today June 2007 - January 2010
Skills
Private Equity, Investment Banking, Financial Modeling, Microsoft Excel, Private Pilot, Corporate Finance, Valuation, Internet, Adtech, E-commerce, Digital Media, Accounting, American History, Software, Mergers & Acquisitions
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Princeton University
Bachelor of Arts (B.A.), History
St. Paul's School
Lovely (acquired by RentPath) January 2014 - April 2014
Tripflavor (acquired by ZOZI) January 2011 - April 2013
Airbnb.com May 2010 - September 2010
TA Associates August 2006 - August 2009
Morgan Stanley June 2004 - July 2006
Merrill Lynch June 2003 - September 2003
Education
Stanford University Graduate School of Business 2009 — 2011
Masters in Business Administrations
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
Francisco Partners January 2012 - June 2014
TA Associates August 2010 - January 2012
Citigroup 2008 - 2010
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Princeton University 2004 — 2008
AB, Politics, Finance
R&D Audio November 2013 - Present
Salvage Love 2011 - Present
Gensler October 2012 - November 2013
TA Associates August 2007 - October 2012
Salon Red & Spa May 2003 - April 2007
Skills
Social Media, Graphic Design, Event Planning, Customer Service, Marketing, Social Media Marketing, Microsoft Office, Event Management, InDesign, Photoshop, Advertising, Microsoft Excel, Outlook, Marketing Strategy, Illustrator, PowerPoint, Microsoft Word, Social Networking, Fundraising, Strategic Planning, Marketing Communications, Entrepreneurship, Wordpress, Upholstery, Woodworking, QuickBooks
Education
Johnson and Wales University 1999 — 2003
Bachelor of Science (BS)
Massachusetts College of Art and Design
Graphic Design
Stoughton High School
eHarmony September 2014 - Present
Wasserman Media Group 2014 - Present
Protect Our Winters 2014 - Present
Sunrun June 2011 - Present
Enphase Energy April 2009 - Present
Strava April 2009 - Present
Smithsonian Institution February 2009 - Present
Achates Power 2007 - Present
Madrone Capital Partners April 2005 - Present
TA Associates August 2000 - April 2005
Education
Stanford University Graduate School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Princeton University 1992 — 1996
Bachelor’s Degree, Woodrow Wilson School of Public and International Affairs
Medical Research Management September 2012 - September 2012
TA Associates March 2005 - August 2012
Medplast January 2010 - June 2011
MEDPLAST January 2010 - June 2011
APOTHECA August 2010 - October 2010
Bath & Body Works November 2006 - April 2008
TECH GROUP February 2004 - October 2005
Skills
Completed CRA training..., Recruiting, Microsoft Office, Account Management, Nutrition, Wellness, Inventory Management, Sales Management, Cold Calling, Applicant Tracking..., Event Planning
Education
Arizona State University 2009 — 2011
Thomas Edison State College 2007 — 2010
BA, Psychology; Science, 3.8
Oaktree Capital September 2012 - Present
Stanford Graduate School of Business September 2010 - June 2012
Goldman Sachs Special Situations Group June 2011 - August 2011
TA Associates July 2010 - August 2010
The Carlyle Group August 2008 - July 2010
Goldman Sachs July 2006 - July 2008
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Yale University 2002 — 2006
BS, Electrical Engineering, Economics
Anthem April 2014 - Present
Goldman Sachs July 2012 - April 2014
TA Associates February 2012 - May 2012
OpenView Venture Partners March 2010 - January 2012
Kayne Anderson Capital Advisors October 2009 - March 2010
Bay Grove Capital, LLC August 2008 - December 2008
Skills
Venture Capital, Private Equity, Financial Modeling, Due Diligence, LBO, Deal Sourcing, Valuation, Entrepreneurship, Growth Capital, Investments
Education
Dartmouth College
BA, Government
London School of Economics and Political Science
General Course, International relations and economics
Slickdeals, LLC May 2013 - Present
Warburg Pincus September 2012 - Present
Gaopeng (Groupon China) August 2011 - September 2011
Leonard Green & Partners June 2011 - August 2011
TA Associates August 2007 - August 2010
Goldman Sachs July 2005 - July 2007
Skills
Private Equity, Growth Investing, Deal Sourcing, Deal Execution, Financial Modeling, Financial Analysis, Investment Banking, Valuation, LBO, Venture Capital, Due Diligence, Restructuring, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2001 — 2005
BSE, BA
The MIT Press March 2015 - Present
The MIT Press July 2010 - Present
The MIT Press July 2007 - July 2010
The MIT Press August 2006 - July 2007
Saluti Cahn January 2006 - July 2006
TA Associates October 2005 - January 2006
Skills
Publishing, Books, Leadership, Management, Nonprofits, Writing
Education
Hamilton College 2001 — 2005
BA, English, History
University of Oxford 2003 — 2004
Study Abroad, History and English
Hillsboro High School
TA Associates Senior AssociateKPMG USJuly 2014 - May 2015
Rothstein Kass December 2013 - June 2014
PricewaterhouseCoopers January 2011 - November 2013
Bristol County Savings Bank July 2005 - December 2010
Castro, Thresher & Oliveira, PC September 2009 - September 2010
Skills
Tax Preparation, Financial Analysis, GAAP, Accounting, US GAAP, Financial Reporting, Internal Controls, Financial Accounting, Auditing, Financial Statements, CPA
Education
Bryant University 2010 — 2010
Masters of Professional Accountancy
Bryant University 2006 — 2010
Bachelor of Science, Business Administration; Accounting
University of Maryland; Laboratory of Cognition and Emotion September 2015 - Present
Comcast May 2015 - August 2015
Noblis June 2014 - August 2014
Rensselaer Polytechnic Institute August 2013 - May 2014
NASA Goddard Space Flight Center May 2013 - August 2013
Price Benowitz, LLP June 2011 - April 2012
African Development Bank May 2011 - June 2011
T.A Associates May 2010 - September 2010
Skills
R, SPSS, HTML, Microsoft Office, Cost Benefit Analysis, Statistical Modeling, Matlab, Python, C, Research, Economics, Analysis, Cost Benefit
Education
University of Maryland College Park 2014 — 2018
Doctor of Philosophy (Ph.D.), Applied Mathematics
Rensselaer Polytechnic Institute 2013 — 2014
Master of Science (M.S.), Applied Mathematics
Carnegie Mellon University 2009 — 2013
B.S Statistics, Minor: Mathematics
Tucker Blair February 2015 - Present
Russell Reynolds Associates September 2009 - April 2013
TA Associates January 2008 - February 2008
Skills
Research, Financial Modeling, Marketing, Marketing Strategy, Strategic Planning, Strategy, Management, Microsoft Word, Microsoft Excel, PowerPoint
Education
Hobart and William Smith Colleges
theBOX Food Truck September 2013 - Present
theBOX September 2013 - Present
TA Associates August 2010 - July 2013
UBS Investment Bank June 2008 - June 2010
UBS Investment Bank June 2007 - August 2007
Skills
Private Equity, Financial Modeling, Capital Markets, LBO, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Valuation, Venture Capital, Entrepreneurship, Mergers & Acquisitions, Due Diligence, M&A experience, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2015
Yale University 2004 — 2008
BA, Political Science
TA Associates March 2014 - Present
Self Employed April 2013 - March 2014
Weston Racquet Club May 2011 - February 2014
Moody Street Pictures June 2010 - August 2010
National Grid, Northeastern United States October 2009 - May 2010
Ortega Properties September 2007 - August 2009
Skills
PowerPoint, Financial Analysis, Microsoft Word, Management, Microsoft Excel, Analysis, Data Analysis, Microsoft Office, Entrepreneurship, Project Planning
Education
Bentley University – McCallum Graduate School of Business 2009 — 2011
Master of Business Administration, Entrepreneurship
New England Conservatory of Music 2003 — 2007
Bachelor of Music, Clarinet Performance
Oak Point Partners November 2001 - Present
ShopTalk 1996 - 2001
TA Associates 1994 - 1996
Salomon Brothers 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1988 — 1992
GTCR LLC August 2015 - Present
McKinsey & Company June 2014 - August 2014
TA Associates July 2010 - June 2013
Barclays Capital June 2008 - July 2010
Lehman Brothers June 2007 - August 2007
Education
Wharton Business School 2013 — 2015
Master of Business Administration (MBA), Finance and Operations
Yale University 2004 — 2008
B.A., Economics and Humanities
Horace Mann 2000 — 2004
TA Associates February 2014 - Present
Deloitte & Touche LLP November 2010 - January 2014
Grant Thornton LLP August 2010 - November 2010
Grant Thornton September 2005 - August 2010
Skills
Revenue Recognition, SEC, SEC filings, US GAAP, GAAP, Internal Controls, Sarbanes-Oxley Act, Financial Reporting, Auditing, FASB, Consolidation, Financial Analysis, Financial Risk, Financial Modeling, Cost Accounting, Due Diligence, Carve-out Financial..., Acquisitions
Education
Boston University Questrom School of Business 2001 — 2005
BS Business Administration, Accounting, Economics
Lending Club March 2014 - Present
Tech Advisor June 2010 - Present
Hunch (Acquired by eBay) May 2010 - December 2013
SundaySky October 2008 - May 2010
Oddcast Media Technologies August 2006 - August 2008
Polaris Venture Partners August 2004 - June 2006
Electronic Arts 2003 - 2004
TA Associates 1999 - 2003
Salomon Brothers 1997 - 1999
Skills
Start-ups, Strategy, Product Development, Product Management, Venture Capital, Strategic Partnerships, Marketing Strategy, Business Development, Mergers & Acquisitions, Analytics, Business Strategy, Cross-functional Team..., E-commerce, Corporate Development, CRM, Management, Entrepreneurship, Executive Management, Private Equity
Education
University of California, Berkeley 1994 — 1997
BS, Biochemistry
TA Associates August 2012 - Present
Diane von Furstenberg June 2011 - August 2011
TA Associates July 2007 - August 2010
JPMorgan Chase August 2005 - July 2007
Skills
Due Diligence, Entrepreneurship, Investment Banking, Mergers & Acquisitions, Financial Modeling, Investments, LBO, Venture Capital, Valuation, Private Equity, Corporate Finance
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Boston College
Bachelor of Arts (BA), Economics
TA Associates 2015 - Present
Soros Economic Development Fund 2014 - 2014
Hellman & Friedman 2011 - 2013
Greenhill & Co. 2009 - 2011
Skills
Private Equity, Valuation, Financial Modeling, LBO, Venture Capital, Investment Banking, Investments, Strategy, Financial Analysis
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Stanford University
BA, Economics
Choate Rosemary Hall
FinancialForce.com March 2015 - Present
Avalara January 2015 - Present
Alarm.com (ALRM) July 2012 - Present
Rapid7 (RPD) December 2011 - Present
Technology Crossover Ventures June 2010 - Present
Trinity Ventures April 2000 - June 2010
GTCR July 1996 - March 2000
TA Associates March 1991 - August 1994
Skills
Mergers & Acquisitions, Venture Capital, New Business Development, IPO, Corporate Development, Strategy, Entrepreneurship, Start-ups, Private Equity, Investments, Strategic Partnerships, Business Analysis, Security, Mergers, Internet Services, SaaS, Business Development, Product Management, Networking, Management, Angel Investing, Marketing Strategy, Product Marketing, Editing, Cloud Computing, Enterprise Software, Business Strategy, Strategic Planning, Financial Modeling, Management Consulting, Executive Management, General Awesomeness, Awesomeness, Mobile Devices, Communication
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Dartmouth College 1986 — 1990
BA, Classics
Brooks School 1982 — 1986
Fidelity Investments October 2012 - Present
Edelman January 2010 - October 2012
Ruder Finn November 2007 - January 2010
Fleishman Hillard October 2004 - June 2007
SHIFT Communications August 2003 - September 2004
TA Associates September 2001 - August 2003
Skills
Employee Engagement, Media Relations, Corporate Communications, Internal Communications, Culture Change, Writing, Pharmaceutical Industry, Rebranding, Reorganisation, Restructuring, Message Development, Intranet, Corporate Events, Strategic Planning, Employee Relations, Corporate Social...
Education
Lafayette College 1997 — 2001
BA, English & Economics
TA Associates July 2014 - Present
J.P. Morgan June 2012 - June 2014
Skills
Investment Banking, Investments, Financial Modeling, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Private Equity, Hedge Funds, Financial Analysis
Education
Princeton University 2008 — 2012
Economics
Brunswick School 2004 — 2008
High School
TA Associates 2013 - Present
Citigroup Global Markets 2010 - 2013
China Universal Asset Management 2009 - 2009
HSBC 2008 - 2008
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Capital Markets, Portfolio Management, Capital, Banking, Valuation, Financial Modeling, Growth Capital, Corporate Finance, Due Diligence, Venture Capital
Education
Harvard University
A.B., magna cum laude, Economics
TA Associates August 2013 - Present
Deutsche Bank July 2011 - July 2013
Deutsche Bank June 2010 - August 2010
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), History & Literature
TA Associates July 2011 - Present
Plusgrade July 2015 - Present
Insurity October 2014 - Present
Towne Park December 2013 - Present
Roadnet Technologies Inc. December 2010 - June 2011
Edmentum May 2010 - June 2011
Thoma Bravo, LLC September 2008 - June 2011
Highland Capital Partners May 2007 - August 2007
Summit Partners August 2003 - July 2006
UBS Investment Bank July 2000 - June 2003
Skills
Private Equity, Investments, Growth Capital, Buyouts, Financial Modeling, Corporate Development, Venture Capital, LBO, Corporate Finance, Investment Banking, M&A experience, Due Diligence, Valuation, Strategy, Mergers & Acquisitions
Education
Harvard Business School 2006 — 2008
MBA
Babson College 1996 — 2000
BS, Finance
Chelmsford High School
Symantec June 2014 - August 2014
TA Associates 2010 - 2013
Credit Suisse 2008 - 2010
Credit Suisse June 2007 - August 2007
Skills
LBO, Valuation, Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Due Diligence, M&A experience, Capital Markets, High Yield, Emerging Markets, Corporate Development, Leveraged Finance
Education
Wharton School, University of Pennsylvania 2013 — 2015
MBA with Honors, Management, Palmer Scholar
Harvard University 2004 — 2008
A.B. cum laude, Economics
TA Associates July 2015 - Present
J.P. Morgan June 2013 - July 2015
J.P. Morgan June 2012 - August 2012
State Street Global Advisors (SSgA) June 2011 - August 2011
Skills
Valuation, Financial Modeling, Financial Analysis, Investment Banking, Bloomberg, Capital IQ, PowerPoint, Equity Valuation, DCF, Microsoft Excel, Bloomberg Terminal
Education
Amherst College 2009 — 2013
Mathematics, Economics
Medfield High School 2005 — 2009
TA Associates July 2015 - Present
Jefferies LLC July 2013 - June 2015
UBS Investment Bank June 2012 - August 2012
Skills
Financial Modeling, Mergers & Acquisitions, Valuation, Investment Banking, Bloomberg, Capital IQ, DCF, Private Equity, Microsoft Office, Investments
Education
University of California, Berkeley 2009 — 2012
BA, Economics, Certificate in Entrepreneurship and Technology
Long Beach Polytechnic High School 2005 — 2009
AWM, Ltd. October 2014 - May 2015
Davis Brand Capital 2013 - 2014
Haynes & Company 2012 - 2013
Kini Consulting 2011 - 2011
Fifteen Friends 2010 - 2010
TA Associates 2007 - 2010
The Boston Consulting Group 2005 - 2007
Skills
Analytics, Consumer Segmentation, Focus Groups, Due Diligence, Survey Design, Factor Analysis, Cluster Analysis, Strategic Insights, Financial Modeling, Private Equity, Valuation, Management, Marketing, Project Management, Finance, Entrepreneurship, Brand Development, Investments, Investment Banking, M&A experience, Brand Management, Customer Segmentation..., Product Innovation, SPSS, Sales, Consulting, Retail, Market Research
Education
The University of Georgia 2001 — 2005
AB, Economics
The Westminster Schools 1996 — 2000
High School
TA Associates July 2013 - Present
Wells Fargo June 2010 - June 2013
Skills
Microsoft Office, Bloomberg Terminal, Factset, Financial Analysis, Business Strategy, Equity Research, Due Diligence, Private Equity, Investments, Portfolio Management, Analysis, Finance, Equities, Venture Capital, Fixed Income
Education
Carnegie Mellon 2006 — 2010
BS, Business Administration, Political Science
TA Associates 2014 — 2017
Minds Matter 2012 — Present
Deutsche Bank 2012 — 2014
Education
Boston College 2008 — 2012
Bachelor of Science, Finance and Economics, Minor in History
Stanford University Graduate School of Business 2017 — 2019
MBA
Thom Child and Family Services April 2014 - Present
Fairlawn Rehabilitation Hospital April 2013 - August 2013
Thom Early Intervention January 2013 - April 2013
Balance Rehabilitation and Health Sciences September 2011 - December 2011
TA Associates January 2006 - June 2010
Skills
Clinical Research, Physical Therapy, Pediatrics, Orthopedic, Home Care, Treatment, Outpatient Orthopedics, Sports Medicine, Manual Therapy, Hospitals, Injury Prevention, Orthopedics, CPR Certified, Healthcare, Inpatient, Rehabilitation
Education
Simmons College 2010 — 2013
DPT, Physical Therapy
Northeastern University 2001 — 2006
TA Associates June 2014 - Present
Berkeley Point Capital August 2012 - May 2014
Boston Financial Investment Management 2005 - August 2012
John Hancock Financial 2002 - 2005
Exodus Communications 1999 - 2002
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2010
Master of Business Administration
Bryant University 1993 — 1997
Bachelor’s Degree, Business Administration
Baron Capital 2011 - Present
TA Associates 2006 - 2009
Morgan Stanley 2004 - 2006
Skills
Private Equity, Valuation, Equity Research, Financial Analysis, Investment Banking, Asset Management, Value Investing, Financial Modeling
Education
Columbia Business School 2009 — 2011
MBA, Value Investing
Princeton University 2000 — 2004
BSE, Operations Research and Financial Engineering
TA Associates October 2013 - Present
Athleta November 2014 - Present
Melville Charitable Trust June 2011 - October 2013
The Wellesley Group of Northwestern Mutual Financial Network June 2005 - June 2011
The Rivers District of Northwestern Mutual Financial Network August 1998 - May 2005
The Derrickson Network Office of Northwestern Mutual Financial Network May 1998 - July 1998
Skills
Event Planning, Operations Management, Executive..., Staff Development, Project Management, Customer Service, Compliance, Sales Cycle Management, Sales Management, Team Leadership, Interviews, Underwriting, Microsoft Office, Salesforce.com, Insurance, Social Media, Strategic Planning, Management
Education
Purdue University 1994 — 1998
Bachelor of Arts (B.A.), Sociology
Boston Area Rape Crisis Center June 2013 - Present
Fabulous Fit Chick 2012 - Present
Supercuts November 2010 - 2011
Jumpstart April 2008 - September 2010
Computershare November 2006 - February 2008
TA Associates 1994 - 2002
RECOLL Management 1990 - 1994
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Budgets, Public Speaking, Strategic Planning, Event Planning, Non-profits, Workshop Development, Workshop Facilitation, Community Outreach, Crisis Counseling, Production Development, Production Schedules, Media, Radio Host, Live Event Producer, Writing, Investments, Stock Valuation, Leadership, Event Management, QuickBooks, Nonprofits, Project Planning, Social Networking, Accounting
Education
Ezra School of Apologetics 2011 — 2013
Certificate in Apologetics, Theology/Theological Studies
Suffolk University - Sawyer Business School
Accounting
Newbury College
Finance
Spelman College 1986 — 1986
Boston English High
HTMM (Filmmaking Workshop)
Dovetail Talent and HR Consulting April 2013 - August 2013
Sebesta Blomberg February 2011 - December 2012
Caras & Shulman, PC July 2009 - January 2011
PrismTech October 2000 - July 2009
TA Associates 1986 - 2000
Skills
Payroll, Office Management, Vendor Relations, Facilities Management, Benefits Administration, Administration, Accounts Payable, Billing, Microsoft Office, Outlook, Word, PowerPoint, Budgeting, Employee Benefits, Supervisory Skills, Scheduling, Event Planning, Accounts Receivable, Microsoft Excel, Microsoft Word, Deltek Vision, Office Moves/Relocations, Budgets, Deltek, Process Improvement, Software Documentation, Management, Executive Level..., Administrative..., Troubleshooting, Project Planning, System Administration, Invoicing, Human Resources, Training, Recruiting, Team Building, Time Management, Accounting, Operations Management, Contract Negotiation, Proposal Writing, Vendor Management, Onboarding, Project Management, Policy, Purchasing, Employee Relations, Access, Negotiation
Education
University of Massachusetts, Amherst
Bachelor of Science
Wells Fargo May 2015 - Present
Bain & Company June 2011 - May 2015
SolarCity August 2009 - June 2010
TA Associates August 2008 - July 2009
UBS Investment Bank June 2006 - June 2008
Citigroup Investment Bank 2005 - 2005
Skills
Financial Modeling, Strategy, Management Consulting, Valuation, Business Strategy, Competitive Analysis, Private Equity, Due Diligence, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Physics
Arxan Technologies 2013 - Present
RGM Advisors, LLC 2008 - Present
ION Trading 2004 - Present
TA Associates June 1988 - Present
NetScout Systems 1999 - 2006
Lava Trading 2001 - 2005
Datek Online 1999 - 2003
The Island ECN 1999 - 2003
FTP Software 1992 - 1996
AT&T Bell Laboratories June 1984 - August 1987
Education
Massachusetts Institute of Technology - Sloan School of Management 1987 — 1989
SM, Business
Stanford University 1984 — 1985
Masters, Electrical Engineering
Duke University 1980 — 1984
BS, Electrical Engineering
Hudson High School
Maranon Capital June 2013 - Present
TA Associates July 2012 - June 2013
TA Associates July 2010 - June 2012
TA Associates May 2008 - September 2010
State Street Corporation August 2006 - April 2008
State Street Corporation January 2006 - July 2006
State Street Corporation September 2004 - December 2005
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Investments, Due Diligence, Corporate Finance, Financial Reporting, Equities, Venture Capital, Accounting, Fund Of Funds, Asset Managment, Fund Accounting, Alternative Investments, Finance, Analysis, SEC filings, GAAP, Asset Management
Education
Boston University Questrom School of Business 2005 — 2008
MBA, Finance
Yeshiva University 2000 — 2004
BA, Economics
Boston City Lights September 2013 - April 2015
Heavy London February 2015 - February 2015
Capsule Show September 2014 - September 2014
Nineteenth Amendment April 2014 - July 2014
Boston University October 2010 - July 2014
Boston University January 2010 - October 2010
Boston Medical Center November 2008 - March 2009
Williams Lea November 2006 - November 2008
TA Associates 2004 - 2006
Skills
Employee Benefits, Recruiting, Human Resources, Onboarding, Benefits Administration, Training, New Hire Orientations, Payroll, Policy, Analysis, Job Descriptions, Staff Development, Employee Relations, Outlook, Strategic Planning, Microsoft Office, Interviews, Social Media, Event Planning, Analytics, Microsoft Word
Education
Northeastern University 2011 — 2013
Master's degree, Organizational and Corporate Communication
Northeastern University
Bachelor of Science (B.S.), Political Science and Government
TA Associates August 2012 - Present
CCRM July 2015 - Present
SoftWriters, Inc. September 2013 - February 2015
American Well June 2011 - August 2011
TA Associates August 2007 - August 2010
Banc of America Securities March 2005 - June 2007
Millennium Pharmaceuticals June 2004 - August 2004
Millennium Pharmaceuticals June 2003 - August 2003
Skills
Private Equity, Investment Banking, Investments, Healthcare, Valuation, LBO, Financial Modeling, Venture Capital, Due Diligence, Corporate Development, Corporate Finance, Mergers & Acquisitions, Leveraged Finance, M&A experience, Financial Analysis, Business Strategy
Education
Harvard Business School 2010 — 2012
MBA
University of Pennsylvania 2000 — 2004
Bachelor of Arts, Biology & Economics
Phillips Academy Andover 1997 — 2000
TA Associates November 2013 - Present
Deloitte September 1994 - October 2013
Skills
Mergers & Acquisitions, Financial Reporting, Private Equity, Corporate Finance, Valuation, Strategy, Due Diligence, Business Strategy, Strategic Planning, Financial Modeling, Management Consulting, Venture Capital, Financial Analysis, SEC filings, Finance, Mergers, Internal Controls, Auditing
Education
Boston College
Colby College August 2012 - Present
Kamehameha Schools 2007 - August 2012
Crescent Private Capital 1999 - 2006
TA Associates 1995 - 1999
Fleet Bank 1993 - 1995
Education
Harvard University 1989 — 1993
St Mark's School 1985 — 1989
Partners HealthCare January 2014 - Present
Dovetail Health January 2013 - July 2013
TA Associates July 2006 - January 2013
Egon Zehnder International 2000 - 2006
Skills
Talent Acquisition, Onboarding, Recruiting, Leadership Development, Mergers & Acquisitions, Applicant Tracking..., Employee Relations, HRIS, Talent Management, Organizational..., Human Resources, Succession Planning, Strategic Planning, Sourcing
Education
Emmanuel College 1997 — 2000
Bachelor of Science (BS), Business Administration
ClearSlide June 2014 - Present
ClearSlide October 2012 - June 2014
Logitech November 2011 - August 2012
Hewlett-Packard May 2010 - November 2011
Hewlett-Packard September 2008 - May 2010
Apple 2007 - 2007
Cabot Corporation 2006 - 2006
Deloitte 2004 - 2006
Google 2002 - 2004
TA Associates 2000 - 2002
Skills
Product Management, Business Intelligence, Business Strategy, Strategic Planning, Analytics, Sales Operations, Go-to-market Strategy, Cross-functional Team..., Strategy, Competitive Analysis, Product Marketing, Supply Chain, Process Improvement, Start-ups
Education
Northwestern University 2006 — 2008
MEM, Engineering Management
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Operations, Marketing
Stanford University 1999 — 2000
MS, Management Science and Engineering
Stanford University 1995 — 1999
Bachelor of Arts, Economics
TA Associates September 2013 - Present
Credit Suisse January 2012 - September 2013
Credit Suisse January 2009 - December 2011
Credit Suisse July 2005 - December 2008
Mack Trucks, Inc. 2000 - 2003
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Equities, Due Diligence, Fixed Income, Mergers & Acquisitions, Bloomberg, Private Equity, Corporate Finance, Capital Markets, Leveraged Finance, DCF, Credit Analysis, LBO, Finance, Hedge Funds, Executive Management, Financial Services, Business Planning, Venture Capital, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
Master of Business Administration, Finance / Corporate Strategy
Brigham Young University 1996 — 2000
Bachelor of Science, Business Management
TA Associates October 2010 - Present
Bain Capital, LLC 2005 - October 2010
Ropes & Gray LLP 2004 - 2005
Corporation Service Company 2002 - 2004
Testa Hurwitz & Thibeault, LLP June 2000 - August 2002
Education
Suffolk University Law School 2006 — 2010
Doctor of Law (JD), Business Law and Financial Services
Clark University 1998 — 2002
Bachelor of Arts (B.A.), American Government and Politics (United States)
Semester at Sea via the University of Pittsburgh Shipboard Education 2001 — 2001
One semester attendance, International government and politics
TA Associates April 2013 - Present
Bain Capital January 2006 - March 2013
KPMG June 2004 - December 2005
KPMG September 1998 - June 2004
Skills
Tax, Human Resources, Employee Relations, Employment Law, Employee Management, Recruiting, College Recruiting, Tax Law, Vendor Relationships, Training, Management, Leadership, Interviews, Finance, Mergers & Acquisitions, CRM, Strategy, Analysis
Education
Suffolk University - Sawyer School of Management 1999 — 2002
MBA
Western New England College School of Law 1995 — 1998
JD, Law
Boston University - School of Management 1991 — 1995
Bachelor of Science, Business Administration-Organizational Behavior
TA Associates January 2015 - Present
TA Associates December 2011 - December 2014
TA Associates December 2009 - December 2011
TA Associates July 2008 - December 2009
TA Associates June 2003 - June 2006
Lehman Brothers June 2001 - June 2003
Education
The Tuck School of Business at Dartmouth 2006 — 2008
MBA, Finance
Washington and Lee University 1997 — 2001
Highline Capital June 2012 - August 2012
TA Associates August 2008 - August 2011
Banc of America Securities July 2005 - June 2008
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (MBA)
Lafayette College 2001 — 2005
Bachelor of Arts (BA), Business and Economics
Viking Global Investors August 2010 - Present
TA Associates August 2005 - August 2008
Merrill Lynch July 2003 - July 2005
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
Cornell University 1999 — 2003
BS, Applied Economics and Business Management
TA Associates September 2008 - December 2008
ADATCO COR February 2002 - January 2005
EYABCO COR June 1999 - January 2002
Skills
C#, Microsoft SQL Server, JavaScript, SQL, Software Development, C, C# Object Oriented .NET..., XHTML, CSS, OOP, MySQL, Programming, Visual Studio, .NET, Web Applications, Java Enterprise Edition, Visual Basic, HTML 5, Databases, iOS Development, iPhone Application..., jQuery, Agile Methodologies, Mobile Applications, Objective-C, ASP.NET, Web Services, UML, Scrum, IIS, HTML
Education
Milwaukee Area Technical College 2008 — 2014
Bachelor's degree, IT Programming Analyst & Software Development, A
Faculty of Engineering, Electrical Dept, Cairo University, Egypt 1991 — 1998
Bachelor of Engineering (BE), Machines
Credential Evaluators, Inc (ECE)
Associate Degree, electrical engineering
ClearCost Health June 2012 - Present
TA Associates August 2006 - April 2010
Merrill Lynch June 2004 - June 2006
Skills
Private Equity, Venture Capital, Corporate Development, Financial Modeling, Investment Banking, Valuation, Emerging Markets, Due Diligence, Start-ups, M&A experience, Mergers & Acquisitions, Corporate Finance, Strategic Consulting, Strategy, Competitive Analysis, Investments, Strategic Partnerships
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Yale University 2000 — 2004
BA, Economics
TA Associates July 2010 - August 2013
Deutsche Bank Securities June 2008 - July 2010
Raytheon May 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Brown University 2004 — 2008
Bachelor of Science, Mechanical Engineering
TA Associates 1990 - Present
African Development Bank 2011 - 2011
Inter American Development Bank April 1967 - April 1992
Inter American Development Bank April 1967 - 1990
Skills
Agriculture, Economics, Financial Analysis, Financial Modeling, Strategic Planning, Research, Investments, Emerging Markets, Nonprofits, International..., Program Management, Economic Development, Strategy, Management Consulting, Policy Analysis, International Relations, Policy, Public Policy, Capacity Building
Education
University of Maryland College Park 1980 — 1986
PhD, Resource Economics
University of Pittsburgh
Master's Degree, Public Administration and International Affairs
TA Associates May 2015 - Present
Silicon Valley Bank September 2013 - April 2015
SVB Financial Group February 2012 - August 2013
SVB Financial Group June 2010 - January 2012
ChinaVest May 2009 - August 2009
Nixon Peabody May 2008 - August 2008
Skills
Financial Modeling, Venture Capital, Private Equity
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Spectrum Equity February 1993 - Present
Burr, Egan, Deleage & Co. June 1980 - February 1993
TA Associates June 1979 - September 1979
Skills
Venture Capital, Corporate Development, Private Equity, Start-ups, Entrepreneurship, Mergers & Acquisitions, LBO, Due Diligence, Valuation, Emerging Markets, Investments, Investment Banking
Education
Harvard Business School 1978 — 1980
Master of Business Administration (MBA)
Colgate University 1973 — 1976
AB, Natural Sciences
United States Air Force Academy 1972 — 1973
Cardinal Consultants July 2008 - Present
TA Associates January 1989 - July 2008
Drexel Burnham Lambert September 1974 - April 1979
Skills
Investments, Valuation, Entrepreneurship, Asset Management, Mergers
Education
Massachusetts Institute of Technology - Sloan School of Management 1970 — 1973
MBA, Finance
Stanford University 1965 — 1969
BS, Mathematics
The Tugboat Group September 2014 - Present
Ajent July 2012 - July 2014
TA Associates August 2009 - July 2012
Credit Suisse July 2007 - July 2009
Skills
Entrepreneurship, Private Equity, Analytics, Business Development, Leadership, Sourcing, Due Diligence, Mergers & Acquisitions, Finance, Portfolio Management, Venture Capital, Investment Banking, Equities
Education
Occidental College 2003 — 2007
Bachelor of Arts (BA), Economics
TA Associates September 2013 - Present
Audax Group May 2011 - August 2013
State Street June 2008 - May 2011
Anheuser-Busch June 2005 - June 2008
Skills
Fund Accounting, Bloomberg, Financial Analysis, Securities, Equities, Financial Reporting, Fixed Income, Investments, Accounting, Valuation, Asset Management, Financial Services, Account Reconciliation, Finance, Alternative Investments, Portfolio Management, Corporate Actions, Mutual Funds
Education
Providence College 2004 — 2008
B.S, Management
St. John's Prep 2000 — 2004
n-Space April 2006 - Present
B & B Communications July 2005 - April 2006
TA Associates September 1999 - January 2002
Education
The Boston Conservatory 1983 — 1988
BSc, Astronomy
BRCPS September 2008 - Present
TA Associates 2001 - 2008
Skills
Travel Arrangements
Education
Cambridge College
Master of Education (MEd), Elementary Education and Teaching
Capital Group 2014 - Present
TPG Capital 2010 - 2013
TA Associates 2009 - 2010
Lehman Brothers 2007 - 2009
Skills
Private Equity, Valuation, Financial Modeling, LBO, Venture Capital, Investment Banking, Due Diligence, Corporate Development, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Capital Markets, M&A experience, Equities, Investments, Financial Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Georgetown University 2003 — 2007
BA, Economics
TA Associates May 2004 - Present
Education
Boston College 2000 — 2004
Bachelors, English
PineBridge Investments February 2008 - Present
TA Associates June 2002 - December 2004
JPMorgan Chase 1998 - 2002
Education
Columbia University - Columbia Business School 2005 — 2006
MBA
Cornell University 1994 — 1998
Scarsdale High School 1990 — 1994
High School
TA Associates July 2015 - Present
Morgan Stanley June 2013 - July 2015
Credit Suisee June 2012 - August 2012
Georgetown University Investment Office September 2010 - August 2011
Skills
Valuation, Bloomberg, Financial Modeling, Investment Banking, Bloomberg Terminal, Due Diligence, Mergers & Acquisitions, Investments, Private Equity
Education
Georgetown University 2009 — 2013
Bachelor of Science in Foreign Service, International Economics
University School
High School
Millennium Management April 2015 - Present
Andor Capital Management June 2013 - February 2015
Augusta Columbia Capital June 2011 - June 2013
The Blackstone Group July 2008 - June 2011
TA Associates January 2008 - August 2008
Lane Berry 2000 - 2004
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, LBO, Hedge Funds, Equities, Corporate Finance, Equity Research, Alternative Investments, Investments, Capital Markets, Fixed Income, Due Diligence, Financial Analysis, Corporate Development
Education
University of Pennsylvania 2000 — 2004
Bachelor of Arts (BA), Mathematics and Economics
University of Pennsylvania 2000 — 2004
Bachelor of Arts (B.A.), Mathematics and economics
TA Associates August 2015 - Present
Logi Analytics June 2014 - July 2014
TA Associates July 2010 - July 2013
Morgan Stanley July 2008 - July 2010
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Princeton University
A.B., Economics, Finance
TA Associates July 2013 - Present
TA Associates September 2010 - July 2013
The Saint Consulting Group December 2006 - July 2010
Lefkowitz, Garfinkel, Champi & DeRienzo P.C. September 2004 - November 2006
Skills
Financial Analysis
Education
Assumption College 2004 — 2006
MBA, MBA
Assumption College 2000 — 2004
Bachelors, Accounting
TA Associates July 2014 - Present
Deutsche Bank July 2012 - June 2014
Deutsche Bank June 2011 - August 2011
Dodge & Cox May 2009 - August 2009
Skills
Investment Banking, Valuation, Financial Modeling, Bloomberg, Private Equity, Corporate Finance, Investments, Equities, Due Diligence, Capital Markets, Financial Analysis, Mergers & Acquisitions, Venture Capital, Research
Education
Princeton University
A.B., Woodrow Wilson School of Public and International Affairs
Maritime Solutions, Inc 2008 - Present
TA Associates 1985 - 2000
Education
Harvard Business School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1973 — 1977
Bachelor of Arts (BA), Pyschology