The Carlyle Group
Industry: Private equity company
DescriptionThe Carlyle Group is an American multinational private equity, alternative asset management and financial services corporation. Assets under management: 201 billion USD (three months ended 3/31/18) CEO: William E. Conway, Jr. (1987–) Headquarters: Washington, D.C., United States Subsidiaries: Supreme, SBI Cards, Getty Images, Veritas Software,
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The Carlyle Group Employees
The Carlyle Group July 2012 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
James Madison University 2005 — 2010
Bachelor's Degree, Justice Sudies - Global Justice and Policy
The Carlyle Group January 2015 - Present
The Carlyle Group January 2012 - January 2015
The Carlyle Group June 2007 - January 2012
Resources Global Professionals 2006 - 2007
American Red Cross 2004 - 2006
American Red Cross May 2003 - July 2003
Skills
Financial Reporting, Financial Analysis, Financial Modeling, Real Estate, Private Equity, Asset Management, Project Management, Business Intelligence
Education
North Carolina State University - College of Management 2001 — 2004
B.S., Business Finance
The Wharton School July 2015 - Present
The Carlyle Group January 2015 - July 2015
The Carlyle Group April 2012 - December 2014
Freddie Mac June 2010 - April 2012
Freddie Mac May 2009 - August 2009
Rider Research January 2009 - May 2009
J. Crew May 2006 - April 2009
Grupo Bursátil Aldesa June 2008 - August 2008
Skills
Problem Solving, Communication, Financial Reporting, Organizational..., Strategic Planning, Financial Modeling
Education
Louisiana State University 2005 — 2009
BS, Accounting; Spanish (minor)
Independent Consultant May 2015 - Present
Albertsons October 2014 - April 2015
Safeway December 2013 - October 2014
Safeway July 2011 - December 2013
Dominicks (division of Safeway) April 2008 - July 2011
Safeway March 2002 - April 2008
Safeway July 2001 - March 2002
HMSHost (a former division of Marriott) 1989 - 2001
The Carlyle Group October 1987 - March 1989
PwC January 1985 - October 1987
Skills
Strategic Financial..., Strategic Planning, Leadership, Financial Analysis, Project Planning, Analysis, Merchandising, Managerial Finance, Budgets, Income Statement, Financial Reporting, Team Building, Forecasting, Capital Budgeting, Profit, Risk Management, Management, Change Management, Operations Management, P&L, Financial Planning, Strategy, Retail, Sales, P&L Management, Finance, Inventory Management
Education
Penn State University 1981 — 1985
Bachelor of Science (B.S.), Accounting & Systems
Annapolis and Anne Arundel County Conference & Visitors Bureau April 2011 - Present
The Carlyle Group October 2010 - February 2011
Deloitte & Touche, LLP September 2009 - October 2010
McGladrey & Pullen, LLP June 2008 - August 2008
Skills
Private Equity, Budgeting, Financial Management, Payroll, Employee Relations, Financial Reporting, Accounting, Audit, Auditing, Accounts Payable, Financial Analysis, Due Diligence, Financial Accounting, SOX, Excel, GAAP, Internal Controls, Analysis, Forecasting, Word, Compliance, Microsoft Office, General Ledger, Cash Flow, Non-profits, Customer Relations, Cash Management, PowerPoint, Accounts Receivable, Budgets, Managerial Finance, Microsoft Excel, Microsoft Word, Account Reconciliation, Finance, Customer Service, Nonprofits
Education
Loyola University Maryland 2005 — 2009
BBA, Accounting
Notre Dame Preparatory School 2001 — 2005
High School Diploma
Bisnow Media November 2008 - Present
Summit August 2008 - Present
The Carlyle Group August 2006 - November 2008
Deutsche Bank June 2005 - August 2006
Deutsche Bank June 2005 - August 2005
Lehman Brothers June 2004 - August 2004
Skills
Financial Modeling, Strategic Planning, Private Equity, Online Advertising, Marketing Strategy, Salesforce.com, Due Diligence, Social Networking, Research, Strategy, Investment Banking, Analytics, Management, Event Management, Event Planning, Business Strategy, Investments, Leadership
Education
Northwestern University 2001 — 2004
Bachelor of Arts, History
Bullis School 1991 — 2001
The Carlyle Group September 2012 - Present
Deloitte Consulting August 2000 - September 2012
Skills
Hyperion Planning, Finance Transformation, Management Consulting, HFM, Financial Accounting, Data Integration, Finance Analytics, Business Intelligence, Master Data Management, Financial Analysis, Hyperion Enterprise, Essbase, Financial Modeling, Consolidation, Shared Services, Business Transformation
Education
James Madison University
Bachelor of Business Administration (BBA), Accounting Information Systems and Computer Science
Global Environment Fund May 2006 - Present
The Carlyle Group October 1998 - April 2006
Skills
Private Equity, CPA, Corporate Finance, Financial Analysis, Financial Modeling, Due Diligence, Mergers & Acquisitions, Financial Reporting, Accounting
Education
James Madison University 1988 — 1992
BBA, Accounting
The Carlyle Group April 2015 - Present
Synergy Services Inc February 2015 - April 2015
The Carlyle Group February 2015 - April 2015
The Carlyle Group July 2014 - January 2015
Year Up National Capital Region January 2014 - January 2015
Singleton Electric Company June 2013 - September 2013
Skills
Computer Security, Network Security, Microsoft Office, HTML, Microsoft Excel, Windows, PowerPoint, Microsoft Word, Information Technology, Computer Hardware, Business Communications, Windows 7, Networking, Management, Troubleshooting, Customer Service, Technical Support, Help Desk Support, Hardware, Software Installation, Active Directory, Windows XP
Education
Prince George's Community College 2013 — 2016
Year Up /Northern Virginia Community College 2013 — 2015
15 College credits, Information Technology Training
Parkdale high school 2009 — 2013
High School Diploma
Bank Street Bookstore November 2012 - Present
NBA May 2012 - October 2012
The Carlyle Group January 2012 - April 2012
HealthiNation October 2011 - December 2011
Convent of the Sacred Heart 2007 - 2011
Convent of the Sacred Heart 2006 - 2011
Leslie Silver and Associates May 2006 - August 2006
Housing Works 2005 - 2006
Terese Feltes & Company 2004 - 2006
Assouline 2004 - 2005
Skills
Microsoft Excel, Microsoft Word, Outlook, Mac OS X, Customer Service, Composition, Editorial, Adobe Creative Suite, Marketing Strategy, Project Management, Strategic Planning, Marketing, Event Management, Proofreading, Social Media, PowerPoint, Research, Photoshop, Blogging, Facebook, Event Planning, Teaching, Fundraising, Creative Writing, Marketing Communications, Social Networking, Management, Public Speaking, Microsoft Office, Press Releases, Volunteer Management, Public Relations
Education
Marymount Manhattan College
Political Science and English
JPMorgan Chase & Co. December 2014 - Present
ProNetworkMedia LLC June 2008 - Present
The Carlyle Group March 2014 - August 2014
Guy Carpenter July 2013 - March 2014
CIT April 2013 - July 2013
Home Box Office (HBO), a division of Time Warner October 2011 - March 2013
Rakuten LinkShare Corporation April 2010 - October 2011
HedgeFundProWorld and PharmaWorldNet March 2008 - April 2010
Logix 2005 - 2008
TechnoSphere 2000 - 2005
Skills
SDLC, Agile Methodologies, Business Intelligence, Scrum, Business Analysis, Agile Project Management, Requirements Analysis, MS Project, Software Development, Program Management, Project Management, SharePoint, Product Management, Strategy, Risk Management, Software Project..., Project Portfolio..., PMO, Vendor Management, Enterprise Architecture, Web Development, Integration, Enterprise Software, IT Management, Management, Process Improvement, Quality Assurance, JIRA, Waterfall, Architecture, Project Planning, PMP, Leadership, Business Process, Start-ups, User Acceptance Testing, Pivotal Tracker, Visio, Analysis, IT Project Management, MS Project 2010, Unix, Waterfall Project..., Client Server..., Web Development Project..., Datawarehouse Project..., PPM, Analytics, Mobile Devices, Microsoft Project
Education
Pace University 2001 — 2002
Master of Science, Computer Science
Noble 2014 — 2014
Mobile App Design, Navigation, Responsive Web Design
Program Management PMI Accredited Training School 2014 — 2014
Program Management
PMI Accredited Training School 2014 — 2014
Program Management Professional (PGMP) Training
Microsoft 2014 — 2014
Excel Intermediate and Advanced Training
Netcom 2014 — 2014
Sharepoint - Content types, Libraries, Workflows
GA 2013 — 2013
Product Management
Android UI and UX Training 2013 — 2013
Designing for Android UI and UX
Android Development Training 2013 — 2013
Android SDK, IDE, Activities, Views, Layout, Manifest, Listview, Adapter
Mobile App Development Bootcamp Training 2013 — 2013
Mobile App Development Bootcamp
Prevent Cancer Foundation September 2015 - Present
The Carlyle Group March 2015 - June 2015
Venable LLP May 2013 - February 2015
Washington Film Institute 2011 - February 2012
StartUp RockOn 2012 - 2012
National Board of Review of Motion Pictures April 2009 - May 2011
Paramount Pictures June 2005 - 2009
Weinstein Company 2007 - 2008
DreamWorks SKG March 2003 - August 2005
Skills
Film, Adobe Creative Suite, Entertainment, Publicity, Event Planning, Documentaries, Theatre, Celebrity, Press Releases, Video, InDesign, Final Cut Pro, Press Kits, Festivals, Video Production, Digital Media, Production Managment, New Media, Producing, Television, Film Production, Facebook, Post Production, Premiere, Photo Shoots, FileMaker, Events, Sales Presentations, Filemaker Pro, Pitches, Calendars, Social Media, Public Relations, Social Networking
Education
Marymount Manhattan College 2001 — 2002
BA, English/Communications
New York University 2000 — 2001
BA, Communications/Theater
Holton Arms School 1992 — 1998
High School
The Carlyle Group May 2014 - Present
Windrose Advisors July 2013 - March 2014
Private Asset Management Firm January 2013 - June 2013
Private Asset Management Firm July 2012 - December 2012
Swim Atlanta Pool Management, Inc. March 2011 - September 2011
Swim Atlanta Pool Management, Inc. March 2011 - September 2011
The Alliance Theater June 2010 - July 2010
Skills
Microsoft Excel, Microsoft Office, Event Planning, Spanish, Microsoft Word, Social Networking, PowerPoint, Public Speaking, Investments
Education
Northeastern University 2010 — 2014
Bachelor of Science, Business Administration, Accounting, Spanish
The Masters School 2008 — 2010
The Westminster Schools 1997 — 2008
The Carlyle Group February 2014 - Present
DGAM February 2004 - Present
Credit Suisse July 2001 - January 2004
TD Asset Management 1997 - 1999
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Financial Risk, Due Diligence, Derivatives, Equities
Education
London Business School 1999 — 2001
MBA, Finance
University of Toronto 1991 — 1995
Bachelor of Arts (BA), Economics
The Carlyle Group August 2015 - Present
James Madison University February 2011 - Present
Calibre CPA Group, PLLC January 2014 - August 2015
YMCA of South Hampton Roads February 2012 - August 2012
YMCA of South Hampton Roads May 2011 - August 2011
YMCA of South Hampton Roads July 2007 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Fundraising, Event Planning, Social Media, Facebook, Customer Service, Staff Development, Non-profits, Public Relations, Networking, Social Networking, Leadership, Time Management, Nonprofits
Education
James Madison University - College of Business 2009 — 2013
BBA, Accounting, Computer Information Systems
Colony Capital February 2014 - Present
The Carlyle Group July 2012 - September 2012
Astin Asia Limited October 2010 - July 2011
HSBC January 2010 - August 2010
HSBC January 2009 - December 2009
HSBC February 2008 - December 2008
HSBC June 2007 - January 2008
HSBC June 2006 - May 2007
HSBC June 2006 - June 2006
Standard Chartered Bank November 2004 - May 2006
Skills
Real Estate Financing, Private Equity, Investment Banking, Valuation, Financial Analysis, Investments, Banking, Risk Management
Education
London Business School 2013 — 2013
Master of Business Administration (MBA), International Exchange Program MBA
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, MBA
The University of Manchester 2001 — 2004
BSc (Hons.), Management
The Carlyle Group March 2013 - Present
iCore Networks June 2012 - March 2013
iCore Networks November 2011 - May 2012
Strayer University August 2010 - November 2011
Robinson, Farmer, Cox Associates July 2009 - August 2009
Skills
PeopleSoft, Financial Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Access, Accounting, Outlook, Analysis, Process Improvement, Microsoft Word, Financial Reporting, Customer Service, Accounts Payable, Budgets, Data Entry
Education
James Madison University - College of Business 2008 — 2010
BBA, Finance
Grand Cru Wine Consulting September 2014 - Present
The Vine Collective August 2012 - August 2014
The Wine Library May 2010 - August 2012
Amanti Vino October 2009 - April 2010
The Carlyle Group May 2007 - August 2007
Solomon Page Group, LLC May 2007 - August 2007
Skills
Public Speaking, Music, Party Planning, Sommelier, Wine Sales, Customer Relations, Writing, Editing, Analytics, Beer, Wine Tasting, Wine Marketing, Wine Pairing, Wine Service, Cooking, Wine Knowledge, Wine Education, Spirits, Alcoholic Beverages, Food & Beverage, Wine, Food Pairing, Wine Writing, Restaurants, Customer Service, Copy Editing, Event Planning, Winemaking, Wine & Spirits Industry, Sales, Inventory Management
Education
Kenyon College 2005 — 2009
B.A., Anthropology, Philosophy
New York University 2008 — 2008
Montclair Kimberley Academy 2002 — 2005
The Carlyle Group June 2011 - Present
PCAOB September 2010 - June 2011
Ernst & Young 2003 - 2010
Arthur Andersen LLP 1993 - 2002
Education
Ohio University 1989 — 1993
BBA, Major in Accountancy
Ambac April 2015 - Present
USA Truck, Inc. May 2014 - Present
Overseas Shipholding Group August 2014 - August 2015
Civeo Corporation October 2014 - January 2015
CWC Energy Services Corp. 2007 - 2014
Brookfield Asset Management 2005 - 2014
Tourette Syndrome Association 1999 - 2008
The Carlyle Group 2003 - 2005
Wasserstein Perella & Co. 1996 - 2003
Whitman Heffernan Rhein & Co./MJ Whitman & Co. January 1987 - January 1996
Skills
Private Equity, Restructuring, Investment Banking, Board of Directors, Leveraged Finance, Mergers & Acquisitions, Bankruptcy, Distressed Debt, Debt & Equity Financing, Capital Markets, Corporate Finance, Cross-border..., Management, Investments
Education
The George Washington University 1976 — 1980
Bachelor of Business Administration (BBA), Finance
New York University 1984 — 1985
Graduate Studies
Stanford University Graduate School of Business 2014 — 2014
Executive Education
United States of America October 2011 - Present
Various 1996 - Present
Various 2013 - Present
Film Industry May 2003 - Present
Yasmina Reza's "The Unexpected Man" January 2015 - June 2015
Deluxe Digital Studios December 2011 - June 2012
Refuge Production, LLC September 2011 - October 2011
The Carlyle Group May 2011 - September 2011
ChicaGirl Magazine March 2011 - March 2011
Universal Pictures 2009 - 2009
Skills
Final Cut Pro, Film Production, Videography, Documentaries, Music Videos, DVD Studio Pro, Premiere, Screenwriting, Creative Writing, Photography, Compressor, Microsoft Project, Microsoft Office, Social Media, Film Criticism, Audio Editing, Audio Mixing, Location Recording, Studio Recording, Non-linear Editing, Line Production, Soundtrack Pro, Motion, Boom Operator, Grip, iWork, Pro Tools, Adobe Creative Suite, Team Building, Keynote, Organizational..., Symantec, StorHouse, Eagle Scout, SAP, AP Style, EP Budgeting, EP Scheduling, Final Draft Pro
Education
Loyola Marymount University 2006 — 2009
MFA, Film Production
Southern Methodist University 1999 — 2003
BA, Cinema, Photography, French
Cinémathèque Française 2002 — 2002
Study Abroad, Histoire, Théorie
San Diego State University-California State University 2014 — 2014
Professional Certificate in Project Management
Defense Information School (DINFOS) 2012 — 2013
BMCSC, Mass Communication, N/A
Amarillo High
Cisco September 2015 - Present
24/7 Customer inc. November 2014 - August 2015
AOL January 2013 - April 2014
Year Up National Capital Region March 2012 - March 2013
The Carlyle Group July 2012 - January 2013
Training Futures 2011 - March 2012
Dulles Regional Chamber 2011 - 2011
Skills
Windows 7, Troubleshooting, Technical Support, Data Center, Juniper Switches, HP Proliant, Dell PowerEdge Servers, Netezza, Cisco Technologies, Servers, Linux, Hardware Diagnostics, Penguin Computing..., Desktop Support, Data Centre Architecture, Tape Libraries, Help Desk Support, Hardware, Active Directory, Windows XP
Education
Northern Virginia Community College 2012 — 2015
Associate's degree, Information Technology
Northern Virginia Community College 2011 — 2012
Business Information Technology Career Studies Certificate, 8 Credits
Training Futures 2011 — 2012
Administrative Support Technology, Busines Information Technology
The Carlyle Group January 2012 - Present
HealthCentral 2010 - 2011
TechAmerica 2008 - 2010
Skills
Financial Analysis, Market Research, Data Analysis, Forecasting, Microsoft Excel, Workday, Due Diligence, Access, Corporate Finance, Valuation, Strategic Planning, Analysis, Business Analysis, Economics, Budgets, Finance, Financial Modeling, Analytics, Financial Reporting
Education
Miami University 2004 — 2007
BS Business Administration, Finance
Chagrin Falls High School 1999 — 2003
Marsh May 2015 - Present
Experian October 2009 - April 2015
The Carlyle Group July 2006 - October 2009
SunGard ERisk August 1999 - July 2006
Oliver Wyman August 1998 - April 1999
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Princeton University 1994 — 1998
AB
The Carlyle Group June 2014 - Present
BBR Partners February 2011 - June 2014
New York University August 2009 - December 2011
NASDAQ OMX October 2009 - January 2011
Lee Hecht Harrison June 2009 - August 2009
US Army May 2008 - August 2008
Skills
Talent Management, Employee Engagement, Employee Benefits, Organizational..., Training, Interviews, Employee Training, Technical Recruiting, Career Development, Applicant Tracking..., College Recruiting, Resume Writing, Deferred Compensation, Executive Search, Benefits Administration, Personnel Management, Social Media, Microsoft Office
Education
New York University 2009 — 2011
M.A, Industrial-Organizational Psychology
Wake Forest University 2005 — 2009
B.A, Psychology, Sociology
Red Bank Regional
Addy's Esthetics May 2009 - Present
EarthBody August 2011 - February 2014
Sillapere 2011 - 2013
Stript Wax Bar September 2010 - February 2012
Epi Center Med Spa December 2009 - May 2010
Dermalounge March 2007 - December 2009
method October 2004 - August 2006
The Carlyle Group March 2003 - October 2004
Maharishi University of Management 2000 - 2001
Skills
Skin Care, Spa, Cosmetics, Treatment, Waxing, Social Media, Aesthetics, Marketing, Social Networking, Microdermabrasion, Holistic Health, Skin, Healing, Makeup Artistry, Chemical Peels
Education
San Francisco school of massage 2009 — 2014
CMP, Swedish, Deep Tissue I & II, Pre- & Post-Natal Massage
San Francisco Institute of Esthetics and Cosmetology 2006 — 2006
Esthetics License, Skincare, Makeup, Waxing
Maharishi University of Management 1996 — 2001
BFA, Art, Science, Philosophy (SCI)
KPMG US August 2015 - Present
Consult Your Community August 2014 - December 2014
University of Maryland August 2014 - December 2014
The Carlyle Group June 2014 - August 2014
University of Maryland June 2013 - May 2014
Skills
Microsoft Excel, Research, PowerPoint, Economics, Financial Analysis, Accounting, International Relations, Financial Accounting, Financial Reporting, Teamwork, Spreadsheets, Microsoft Office, Access, Analysis, Data Analysis, Statistics, Microsoft Word, Time Management, Market Research, Finance, Auditing, Quantitative Analytics, Business Analysis, Government, Data Entry, QuickBooks, Politics, Business Strategy, Management, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
BS, Accounting and Management
University of Maryland College Park 2013 — 2015
BA, Government & Politics
Montgomery College 2011 — 2012
Associate's degree, Business/Commerce, General
The Carlyle Group December 2013 - Present
Hines June 2013 - November 2013
Primatics Financial February 2012 - May 2013
Primatics Financial June 2011 - February 2012
Credit Suisse November 2010 - December 2010
Morgan Stanley Smith Barney June 2005 - July 2005
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Financial Modeling, Microsoft Excel, NetSuite, OpenAir, Financial Accounting, Finance, Accounting, Strategic Financial..., Auditing, Risk Management, Internal Controls
Education
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance
The Carlyle Group January 2015 - Present
Reliance Methods July 2013 - January 2015
Year Up March 2013 - January 2014
Skills
Leadership, Time Management, Microsoft Office, Teamwork, Customer Service, Troubleshooting, Training, Networking, Management, Public Speaking, Leadership Development, Entrepreneurship, Team Leadership, Strategic Planning, Microsoft Excel, Fundraising, Volunteer Management, Social Networking, Community Outreach, Sales, Social Media Marketing, Marketing, Information Technology, Windows 7, Teaching, Social Media, Inventory Management, Critical Thinking, Online Marketing, Blogging, Creative Writing, Team Building, Software Installation, Databases, Android, iOS
Education
Northern Virginia Community College 2013 — 2014
Certicate Program, Information Technology
Morehouse College 2008 — 2010
Marketing
Trilantic Capital Partners 2008 - Present
The Carlyle Group 2005 - 2008
Perseus, L.L.C. 2001 - 2005
Williams & Connolly LLP 1998 - 2000
Supreme Court of the United States 1997 - 1998
Education
Stanford University Law School 1992 — 1995
J.D.
University of Oxford 1988 — 1989
M.St., History
Princeton University 1984 — 1988
A.B., Politics
Phillips Exeter Academy 1981 — 1984
The Carlyle Group April 2014 - Present
Och-Ziff Capital Management February 2013 - April 2014
KPMG US October 2010 - February 2013
KPMG US October 2008 - August 2009
Lehman Brothers February 2006 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Asset Management, Financial Reporting, US GAAP, Auditing, Accounting, SEC filings, Financial Accounting, Sarbanes-Oxley Act, CPA, External Audit, Tax, Big 4, Private Equity, Bloomberg, Banking, Capital Markets, Account Reconciliation, Asset Managment, Internal Controls
Education
Pace University 2005 — 2010
BBA/MBA, Public Accounting
Tradewind Interstate Advisors, LLC 2013 - Present
The Carlyle Group 2014 - 2014
Credit Suisse 2004 - 2013
TDA Capital Partners 2001 - 2003
PaineWebber 2000 - 2000
Salomon Smith Barney 1998 - 2000
Price Waterhouse 1993 - 1997
Skills
Hedge Funds, Alternative Investments, Private Equity, Venture Capital, Valuation, Due Diligence, Investments, Capital Markets, Equities, Emerging Markets, Fixed Income, Financial Modeling, Investment Banking, Portfolio Management, Real Estate, Asset Managment, Mergers, Corporate Finance, Strategy, Product Development, Business Development, Finance, Financial Analysis, Management, Investment Management, Start-ups, Asset Management, Mergers, Equity Research
Education
New York University 2013 — 2013
Certificate in Real Estate Finance and Investing
Tel Aviv University, Leon Recanati Graduate School of Business Administration 1996 — 1998
MBA, Magna Cum Laude
Tel Aviv University 1990 — 1994
BA
The Carlyle Group April 2012 - Present
MCG Capital May 1999 - March 2012
MCG Capital May 1999 - March 2012
MCG Capital May 1999 - March 2012
Capital Management Group January 1997 - January 1999
Signet Bank January 1985 - January 1997
Skills
Valuation, Administrative..., Financial Analysis, Loans, Sales, Budgets
Education
Northern Virginia Community College
Commercial Art, Business Management
Beckham Gumbin Ventures, LLC March 2014 - Present
The Carlyle Group July 2012 - March 2014
MIT July 2011 - July 2012
Walker & Dunlop July 2009 - June 2011
JPMorgan Chase May 2008 - July 2009
Education
Massachusetts Institute of Technology 2011 — 2012
Masters, Real Estate
Vanderbilt University 2004 — 2008
BS, Economics
Douglas County School District July 2014 - Present
The Carlyle Group July 2011 - May 2013
Howrey LLP November 2009 - July 2011
OnPlan Solutions November 2008 - March 2009
Howrey LLP March 2005 - April 2008
Skills
General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Oracle, Finance, Human Resources, SAP ERP, Financial Statements, Procurement, HRIS, SAP Implementation, Business Analysis, Requirements Analysis, Outdoor Recreation, Positive Can-do Attitude
Education
Pennsylvania State University 1998 — 2002
Bachelor's degree, Accounting
Société Générale June 2013 - Present
Oliver Wyman June 2012 - June 2013
The Carlyle Group June 2012 - August 2012
Skills
Fluent in French and..., Computing: C, C++,..., Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Management Consulting, Economics, Business Strategy, Investment Banking, Private Equity, Capital Markets, Due Diligence, Bloomberg, VBA, Emerging Markets, Risk Management
Education
MIT Sloan School of Management 2011 — 2012
Master in Finance (Dean's Fellowship)
McGill University 2007 — 2011
Electrical Engineering (with distinction), Electrical and Electronics Engineering
The Carlyle Group March 2014 - Present
Johnson & Johnson February 2011 - March 2014
Philadelphia Insurance Companies November 2008 - February 2011
Verizon Communications Inc September 2006 - November 2008
Deloitte 2004 - 2006
Ernst & Young LLP January 2003 - April 2003
Commonwealth of Pennsylvania Insurance Department May 2002 - August 2002
Skills
Auditing, Analysis, Budgets, Tax, Account Reconciliation, GAAP, Corporate Tax, Tax Accounting, Management, Financial Statements, Leadership, Income Tax, Microsoft Excel, Journal Entries, Team Leadership, Consolidation, Sarbanes-Oxley Act, Financial Reporting, FIN 48, Forecasting, Tax Research, Sarbanes-Oxley, Tax Preparation
Education
Philadelphia University 2012 — 2014
Master's Degree, Tax Law/Taxation
Saint Joseph's University 2000 — 2004
Bachelor's of Science, Accounting
Gerber Taylor April 2013 - February 2015
The Cohen Group May 2009 - May 2012
The Carlyle Group July 2008 - May 2009
Northwestern Mutual August 2007 - April 2008
Fidelity National Information Services August 2004 - June 2007
Computerworld, Inc July 2001 - July 2004
iPROMOTEu.com, Inc July 2000 - July 2001
PiezoSystem Jena December 1998 - July 2000
Skills
Event Management, Leadership, Administrative..., Management, Marketing, Microsoft Office, Customer Service, Research, Government, Event Planning, Outlook, Photoshop, Microsoft Excel, Advertising, International Relations, Public Relations, PowerPoint, Policy, Administrative...
Education
Massachusetts College of Liberal Arts 1995 — 1997
Hopedale High School 1991 — 1995
The Carlyle Group April 2004 - Present
Skills
Retirement Planning, Estate Planning, Estate Tax Planning, Wealth Management, Financial Planning, 401k, Insurance Financial..., Business Portfolio...
Education
North Dakota State University
Bachelor's degree, Business/Managerial Economics
LCC August 2013 - Present
Princess ZahriZella: How I Found My Lost Imagination January 2014 - 2015
The Heinz Endowments June 2012 - August 2013
The Carlyle Group August 2011 - March 2012
MCG Capital 2008 - July 2011
Sangaree May 2007 - May 2008
Skills
Administrative..., Calendaring, Heavy Calendaring, Gatekeeping, Work Independently with..., Interact with All..., Relationship-builder..., Cross-functional..., Highly Organized &..., Independent Self-starter, Superior Communications..., Superior Work Ethic, Customer Service, Computer Proficiency, Onboarding, Event Planning, Team Building, Thrive in..., Executive Level..., Cliqbook, Concur, Salesforce.com, Social Media, Microsoft Word, Event Management, PowerPoint, Business Development, Microsoft Excel, Comfortable working..., Human Resources, Budgets, Management, Time Management, Office Management, Nonprofits, Communication
Education
Northern Virginia Community College 2010 — 2013
Business Administration A.S.
JPMorgan Chase & Co. June 2015 - Present
Penn State University August 2012 - Present
Penn State Hedge Fund Club August 2014 - Present
Penn State University January 2014 - December 2014
Penn State University August 2013 - December 2014
The Carlyle Group June 2014 - August 2014
Penn State University January 2013 - December 2013
PA Department of Conservation and Natural Resources May 2013 - August 2013
Penn State University January 2012 - December 2012
Camp Laurel June 2012 - August 2012
Skills
Stata, Minitab, Microsoft Visual Studio..., StatPlus, Access, Social Media, Outlook, Microsoft Word, Constant Contact, PowerPoint, SAS, Data Analysis, Communication, R
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Statistics, Economics
The Carlyle Group June 2014 - Present
Acumen Solutions June 2011 - June 2014
IBM Corporation February 2009 - June 2011
Norfolk Southern Corporation January 2008 - May 2008
Skills
SDLC, Solution Architecture, Data Warehousing, Business Intelligence, Oracle, Microsoft SQL Server, Toad, SQL, Oracle BIEE, Cognos, Pentaho, ETL, ER/Studio, Data Modeling, Cast Iron, Integration, Salesforce.com, Cloud Computing, Confluence, Atlassian JIRA, Requirements Analysis, Business Analysis, Business Process, IT Strategy, Requirements Gathering, Program Management, Enterprise Architecture, Business Process..., Management Consulting, CRM, Agile Methodologies
Education
Old Dominion University 2007 — 2008
MBA, Information Technology
Old Dominion University 2006 — 2007
Bachelor of Science, Business Administration; Management
DLT Solutions May 2015 - Present
Advanced Vision Marketing May 2014 - April 2015
Year Up January 2013 - July 2014
BAE Systems June 2012 - January 2014
BAE Systems August 2011 - May 2012
The Carlyle Group February 2011 - July 2011
Skills
Direct Sales, Leadership, Technical Support, Networking, Team Leadership, Customer Service, Help Desk Support, Troubleshooting, Software Installation, Laptops
Education
Northern Virginia Community College 2011 — 2013
Information Technology
Year Up Organization 2010 — 2011
IT
Mclean High
The Carlyle Group July 2014 - Present
Brookfield Office Properties July 2013 - July 2014
Brookfield Office Properties May 2013 - July 2013
Skills
Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Educational Leadership, Goal Oriented, Adaptability, Hospitality, Customer Service, Retail, Leadership, Finance, Forecasting, Accruals, Analysis, Bank Reconciliation, Budgets, Cash Flow, Financial Modeling, Journal Entries, Variance Analysis
Education
Marymount University 2012 — 2014
Bachelor of Business Administration (BBA), Accounting
Northern Virginia Community College
Associates of Science, Business Administration
LIT Journal February 2014 - Present
The Carlyle Group November 2013 - Present
Luna Luna Magazine September 2013 - Present
LIT September 2010 - Present
Cooley's Anemia Foundation September 2011 - November 2013
The Feminist Writers Organization January 2011 - May 2012
Standard Bank September 2010 - September 2011
Standard Bank September 2006 - September 2010
Skills
Editing, Fundraising, Poetry, Spanish, Creative Writing, Copy Editing, Research, Blogging, Copywriting, Press Releases
Education
The New School 2010 — 2012
MFA, Creative Writing
New York University
Certificate in Fundraising
Queens College 2002 — 2006
BA, Comparative Literature, Philosophy
Graycliff Partners April 2014 - Present
Primero Dinero February 2009 - Present
Partners Group August 2011 - March 2014
The Carlyle Group May 2006 - June 2009
Citigroup Global Markets November 2005 - May 2006
Danone 2003 - November 2005
Skills
Financial Analysis, Private Equity, Financial Modeling, Valuation, Corporate Finance, Negotiation, Investment Banking, Mergers & Acquisitions, Strategy, Emerging Markets, Equities, Start-ups, Business Strategy, Investments, Due Diligence
Education
London Business School 2009 — 2011
MBA, Business
Universidad Iberoamericana, Ciudad de México 2001 — 2005
BS, Industrial Engineering
Vaco Financial September 2012 - Present
Various October 2007 - August 2012
The Carlyle Group July 2004 - October 2007
Penzance Properties July 2002 - July 2004
The Carlyle Group April 2000 - July 2002
Deloitte September 1997 - April 2000
Skills
Accounting, Recruiting, Tax, Finance, Auditing, Financial Services, Consulting, Mergers & Acquisitions, Financial Modeling, Asset Management, Real Estate, GAAP
Education
Penn State University 1994 — 1997
B.S., Accounting, Minor- Economics
Uber May 2014 - Present
Dropbox November 2012 - May 2014
The Capital Group Companies June 2011 - September 2011
The Carlyle Group August 2007 - June 2010
Kayne Anderson Capital Advisors July 2006 - August 2007
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2002 — 2006
Bachelor of Science (BSc)
Peking University 2004 — 2005
Milken Community High School 1998 — 2002
High School Diploma
Fortress Investment Group April 2009 - Present
The Carlyle Group June 2007 - January 2009
Education
Pace University 2002 — 2006
Bachelor of Business Administration, Finance
The Carlyle Group January 2013 - Present
The Carlyle Group October 2011 - December 2012
Reznick Group October 2010 - September 2011
Moss Adams LLP October 2007 - August 2010
Baker Tilly Virchow Krause, LLP September 2005 - October 2007
Education
Marquette University
The Carlyle Group 2008 - Present
Rothschild 2007 - 2008
JPMorgan Chase 2001 - 2005
Education
London School of Economics and Political Science
MSc/MBA
MIT
Nuclear Science & Engineering
Strategic Value Partners August 2014 - Present
The Carlyle Group July 2011 - August 2014
Goldman Sachs June 2009 - July 2011
Goldman Sachs June 2008 - August 2008
Merrill Lynch May 2007 - August 2007
Johnson & Johnson May 2006 - December 2006
Elliger Park Landscaping June 1996 - June 2005
Skills
Financial & Operational..., Leveraged Finance, Public Markets, Structured Finance, Financial Institutions, Leveraged Buyouts, Aerospace, Defense, Mergers, Acquisitions, Private Equity, Hedge Funds, Investments, Investment Banking, Mergers & Acquisitions, LBO, Valuation, Finance
Education
Penn State University 2005 — 2009
B.S.
Upper Dublin High School 2001 — 2005
The Carlyle Group October 2011 - Present
US Department of Homeland Security October 2010 - October 2011
USAFR June 2005 - June 2010
Skills
Aircraft, Flights, Aircraft Maintenance, Project Management, Management, Testing, Engineering, Logistics, Inspection, Process Scheduler, Electronics, Maintenance & Repair
Education
Marymount University 2007 — 2010
Fashion Design & Fashion Merchadising, Fashion, Design, Marketing
The Carlyle Group September 2010 - Present
RES Americas 2010 - 2010
KGen Power Corporation October 2004 - May 2009
Dynegy June 2002 - November 2004
Dynegy July 2001 - June 2002
Dynegy April 1998 - July 2001
Education
Jones Graduate School of Business, Rice University 1996 — 1998
MBA, Finance and Accounting
University of Houston 1993 — 1995
BBA, Finance
Oklahoma State University 1991 — 1993
Finance
Goldman Sachs October 2015 - Present
J.P. Morgan September 2015 - September 2015
J.P. Morgan July 2015 - July 2015
ChinaLion Securities Co., Ltd Investment Banking Division May 2015 - July 2015
J.P. Morgan April 2015 - April 2015
Harvard Business School April 2015 - April 2015
The Carlyle Group February 2015 - February 2015
Georgetown University's McDonough School of Business February 2015 - February 2015
KommuneKredit June 2014 - June 2014
CHINA CITIC BANK June 2013 - July 2013
Skills
Mandarin, English, Chinese, Finance, International Political..., International Finance, Cantonese, Case Studies, Financial Reporting, Microsoft Word, Microsoft Office, Teamwork, Research, PowerPoint, Chinese culture, Translation, Financial Analysis, International Trade, Microsoft Excel, Business Planning, Economics, Customer Service, French, Social Media, Public Speaking
Education
University of St. Andrews 2013 — 2017
BA International Honours Economics, Economics
The College of William and Mary 2014 — 2016
BA International Honors Economics, Economics
The London School of Economics and Political Science (LSE) 2013 — 2015
AC 315 Financial Evaluation; EC 113 Further Statistics and Econometrics (Summer Session)
Sciences Po 2014 — 2014
French Language and Culture and Political Science (Summer Session)
National University of Singapore 2015 — 2015
Participant of Enterprise Program, Economics and Enterprise in Singapore
The College of William and Mary - The Mason School of Business 2015 — 2016
BA International Honours Economics with Finance minor
The Carlyle Group January 2015 - Present
The Carlyle Group July 2012 - December 2014
Jefferies & Company June 2011 - July 2012
Conrad Capital Management May 2007 - January 2011
Capital Markets Engineering & Trading L.L.C May 2009 - September 2009
SW Bach & Company May 2006 - February 2007
Skills
Administrative...
Education
Long Island University, C.W. Post Campus 2007 — 2011
Business Administration, Finance and Management
Camp Business
Goldman Sachs July 2015 - Present
The Carlyle Group August 2014 - September 2014
Morgan Stanley - Technology IBD Group June 2014 - August 2014
Citi - Global Power Group June 2013 - August 2013
MIT Sloan School of Management May 2012 - May 2013
AmCap Incorporated January 2013 - February 2013
Skills
Microsoft Office, PowerPoint, Excel, Word, Research, Microsoft Word, Business Valuation, Strategy, Microsoft Excel, Economics, Matlab, Financial Modeling, Public Speaking
Education
Massachusetts Institute of Technology 2011 — 2015
Bachelor of Science, Economics
Richard Montgomery High School 2007 — 2011
High School Diploma
University of Oxford
Magdalen College, Fall 2014 Study Abroad, Philosophy, Politics, and Economics (PPE)
Michael Page April 2015 - Present
ICM Partners March 2014 - March 2015
The Carlyle Group June 2013 - October 2013
Credit Suisse July 2012 - June 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Lehigh University - College of Business and Economics 2008 — 2012
The Carlyle Group January 2015 - Present
CTR Management Group, LLC September 2014 - January 2015
Catapult Consultants (Federal Trade Commission) October 2012 - September 2014
Booz Allen Hamilton April 2006 - January 2012
Booz Allen Hamilton 2006 - 2012
AMT - The Association For Manufacturing Technology March 2000 - April 2006
Greenwald Cassell Associates, Inc February 1999 - February 2000
Northern Virginia Primary Care Associates June 1996 - February 1999
Skills
Event Planning, Administrative..., Data Entry, Accounts Payable, Budgets, Spreadsheets, Invoicing, Public Speaking, Team Building, Research, PowerPoint, Outlook, Management, Microsoft Office
Education
Prince George's Community College 2014 — 2017
Hospitality Management
Prince George's Community College 2013 — 2017
Hospitality Management
Langston University 1992 — 1993
T.C. Williams High School 1989 — 1992
Talent Intelligence May 2013 - Present
Talent Intelligence July 2011 - April 2013
Talent Intelligence July 2010 - July 2011
Talent Intelligence November 2009 - July 2010
The Carlyle Group January 2009 - November 2009
Korn/Ferry International August 2008 - November 2008
Skills
Executive Search, Risk Management, Leadership, Medical Devices, Research, Competitive Intelligence, Talent Acquisition, Strategic Planning, Business Development, Training, Cross-functional Team..., Strategy, Management, Business Strategy, Organizational..., Competitive Analysis, Sourcing, Account Management, Recruiting, Market Research, Succession Planning, Salesforce.com, Leadership Development, Talent Management, CRM, Executive Coaching, Strategic Partnerships, Sales Operations, Workforce Planning, Lead Generation, Human Capital, Management Consulting
Education
Miami University
Bachelor of Arts, Communication
Virtustream March 2015 - May 2015
American Diabetes Association March 2012 - March 2014
The Carlyle Group February 2008 - March 2012
The Carlyle Group June 2004 - February 2008
The Carlyle Group April 2002 - June 2004
Burns Doane Swecker & Mathis, LLP February 2001 - November 2001
Swidler Berlin Shereff Friedman, LLP September 2000 - February 2001
Skills
Vendor Management, Strategic Planning, Management, IT Strategy, Troubleshooting, Business Process..., Business Intelligence, Information Technology, SharePoint, Budgets, IT Operations, Analysis, Team Leadership, Management Consulting, Project Portfolio..., Team Building, Telecommunications, Technical Recruiting, Integration, Leadership, Service Delivery, Training, System Administration, Disaster Recovery, Strategic Partnerships, Staff Development, Technical Support, Customer Service, Customer Support, Networking, Cross-functional Team..., ITIL, Project Management
Education
James Madison University
Bachelor of Science (BS)
Accenture 1993 - Present
eXpancom Inc 2009 - 2010
The Carlyle Group 2009 - 2010
GMAC 2008 - 2009
AIG 2005 - 2007
SAP 2005 - 2007
Montreal Real Estate 2004 - 2005
Swiss Re 2002 - 2003
RBC 2000 - 2002
RBC 2000 - 2002
Skills
Finance, Financial Services, Banking, Management Consulting, Business Process..., Management, Business Analysis, Financial Accounting, Integration, Consulting, Strategic Planning, Change Management, IT Strategy, Capital Markets, Performance Management, Insurance, Strategy, Consolidation, Business Transformation, Business Intelligence, Risk Management, Business Strategy, Financial Analysis, Business Development, Mergers & Acquisitions, Corporate Finance, Foreign Currency, Consolidated Financial..., Program Management, Practice Management, Technology Risk, SAP ERP, Oracle ERP, Procurement, Managerial Finance, Business Analytics
Education
New York University 1995 — 1995
--, Intl Finance
University of Richmond 1989 — 1993
BSBA, Finance / Physics
Cave Spring High School 1986 — 1989
Perfect Sense Digital April 2015 - Present
Whole Foods Market April 2011 - April 2015
The Carlyle Group July 2014 - January 2015
Year Up March 2014 - January 2015
Education
Northern Virginia Community College 2014 — 2015
Associate's degree, Information Technology
Vitality Chicago Inc. February 2015 - Present
Northwestern University, School of Professional Studies January 2004 - Present
Northern Trust Wealth Management September 2014 - February 2015
Agile Transformation Inc. December 2011 - February 2015
Project Advisors Group, Inc. January 2002 - February 2015
Bank of America April 2013 - April 2014
PMI Chicagoland August 2012 - July 2013
Highland Solutions November 2012 - March 2013
The Carlyle Group February 2012 - September 2012
Wolters Kluwer CCH July 2011 - December 2011
Skills
Program Management, Agile Methodologies, Agile Project Management, Cross-functional Team..., Change Management, Business Process..., Scrum, Agile Coaching, Leadership, Agile Training, Coaching, Management Consulting, Project Management, Software Project..., Training, Large-scale Projects, Business Transformation, Enterprise Software, Troubled Project..., Organizational Change..., SDLC, Project Portfolio..., PMO, Workshop Facilitation, Team Facilitation, Team Building, Team Leadership, Emotional Intelligence, Training Delivery, Employee Engagement, Organizational..., Organizational..., Extreme Programming, Servant Leadership, Banking, Financial Services, Process Improvement
Education
Loyola College in Maryland 1989 — 1991
MBA, Masters of Business Administration
Michigan State University 1980 — 1985
BS, Packaging Engineering
PAR Wealth Management (Princeton Absolute Returns, LLC (PAR)) April 2003 - Present
CFA Society of South Florida (CFASFL) July 2014 - June 2015
CFA Institute May 2006 - April 2013
The Carlyle Group 2003 - 2004
Fortress Investment Group 2003 - 2004
Maple Securities 2003 - 2004
Financial Security Assurance, a former NYSE-listed firm April 1997 - April 2003
Standard & Poor's May 1987 - April 1997
Skills
Fixed Income, Portfolio Management, Capital Markets, Investments, Equities, Asset Allocation, Asset Management, Structured Finance, ABS, Derivatives, Financial Markets, Hedge Funds, Securities, Credit, Wealth Management, Alternative Investments, Credit Analysis, Structured Products, Financial Structuring, Finance, Risk Management, Bonds, Financial Services, Investment Management, Due Diligence, Value Investing, Valuation, Financial Risk, Trading, Financial Modeling, Financial Analysis, Investment Strategies, Private Equity, MBS, Equity Research, Economics, Asset Managment, Bloomberg, Insurance
Education
New York University
MA, Economics
William Paterson University of New Jersey
BA, Economics, Magna Cum Laude
The Carlyle Group February 2015 - Present
The Carlyle Group December 2012 - January 2015
U.S. House of Representatives September 2012 - November 2012
Seale, Smith, Zuber & Barnette, Attorneys at Law May 2011 - August 2012
U.S. House of Representatives June 2011 - July 2011
Riverview Camp for Girls June 2009 - July 2009
Skills
Accounting, Corporate Finance
Education
Louisiana State University 2007 — 2011
Bachelor of Science, Finance
Dr. Margaret J. Kay, Ed.D., Psychologist 2013 - 2014
The Carlyle Group 2012 - 2013
Hershey Region AACA 2010 - 2013
Robson Forensic 2002 - 2012
Rosenberger of North America 1997 - 2002
Fuehrer Associates, Ltd. Enginering & Surveying 1995 - 1997
Huber Nurseries 1990 - 1995
Skills
Accounts Receivable, Financial Accounting, Office Management, Employee Benefits, Insurance, Human Resources, Sales, Property Management /..., Administrative..., Leadership, Outlook, Team Building, Recruiting
Education
Lebanon Valley College
BS Accounting
Franklin & Marshall College
Bachelor's degree, BA Business Administration and Management, General
Penn State Extension, Lancaster, PA 1975 — 1976
Real Estate License, Real Estate
David Yurman September 2015 - Present
Aeropostale September 2014 - September 2015
Aeropostale August 2011 - September 2014
Aeropostale August 2010 - September 2011
Delias January 2009 - August 2010
The Carlyle Group February 2007 - December 2008
ImClone Systems Inc 2004 - 2007
Skills
HRIS, Recruiting, Human Resources, Employee Benefits, Microsoft Excel, New Hire Orientations, Deferred Compensation, Benefits Administration, Applicant Tracking..., FMLA, Hiring, Vendor Management, Interviews, Leadership, Management, Onboarding
Education
Niagara University 1998 — 2001
Bachelor of Science (B.S.), Human Resources & Economics
The Carlyle Group November 2011 - June 2014
Corporate Executive Board June 1999 - November 2011
Skills
Business Strategy, Change Management, Employee Relations, Event Planning, Leadership, Management, Management Consulting, Process Improvement, Project Management, Recruiting, Strategy, Organizational..., Strategic Planning, Talent Management, Human Resources, Program Management
Education
Minnesota State University, Mankato 1992 — 1996
Bachelor's Degree, Business Administration
Gilder Office for Growth October 2011 - Present
The Carlyle Group January 2010 - October 2011
PricewaterhouseCoopers September 2008 - January 2010
Bassett & Associates, P.A. December 2006 - September 2008
Revolution LLC July 2006 - November 2006
PricewaterhouseCoopers July 2002 - July 2006
Skills
Tax, Financial Reporting, SEC filings, Accounting, Due Diligence, Financial Accounting, Internal Controls, Sarbanes-Oxley Act, CPA, GAAP, US GAAP, Auditing, Corporate Tax, General Ledger, Financial Statements
Education
University of Virginia 2003 — 2004
Master's of Science, Accounting
North Carolina State University 1998 — 2002
Bachelor's of Science, Accounting
The Carlyle Group January 2015 - Present
System Soft Technologies October 2013 - January 2015
Merrill Lynch November 2011 - October 2012
US Army July 2007 - September 2009
US Army August 2001 - March 2006
Skills
Financial Accounting, Cost Accounting, Tax Accounting, Accounting, Accounts Receivable, Account Reconciliation, Accounts Payable &..., Strategic Financial..., QuickBooks, Microsoft Excel, Retirement, Retirement Planning, Analysis, Small Business, Estate Planning, Financial Planning, Asset Protection, 401k Rollovers, Wealth Preservation..., Employee Benefits, Investments, Accounts Payable, Annuity Sales, Insurance, Gifting Strategies, Key Person Protection, Licensed Life Insurance..., Multi-generational..., Multi-generational..., Succession Planning, Protection..., Portfolio Management
Education
Keller Graduate School of Management of DeVry University 2011 — 2013
Master of Science (MS), Accounting and Financial Management
Old Dominion University 2007 — 2010
Bachelor of Science Business Administration, Financial Management
The Carlyle Group January 2013 - Present
The Carlyle Group March 2011 - January 2013
The Ashlar Foundation April 2011 - December 2011
Simpson Thacher & Bartlett LLP September 2007 - March 2011
Simpson Thacher & Bartlett LLP September 2005 - August 2007
Millennium Partners, L.P. 2004 - 2005
Skills
Private Equity, Hedge Funds, Investments, Asset Management, Real Estate, Joint Ventures, Mergers & Acquisitions, Capital Markets, Corporate Law, Venture Capital, Corporate Finance, Finance
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
New York University School of Law 2002 — 2005
University of California, Los Angeles 1998 — 2002
BA, Economics, Accounting and Computer Science
City Light Capital January 2011 - Present
Wireless Generation, Inc. January 2005 - July 2010
Wireless Generation, Inc. January 2000 - January 2005
Interdimensions January 1999 - January 2000
CLIQUE.COM January 1998 - January 1999
The Carlyle Group January 1994 - January 1996
Skills
Product Development, Analytics, Product Management, Teaching, Educational Technology
Education
Massachusetts Institute of Technology 1996 — 1998
MBA/MS, Management, Computer Science
University of Oxford 1992 — 1994
BA, Psychology and Philosophy
The University of Chicago 1987 — 1991
BA, Physics
Hay Group July 2013 - Present
The Carlyle Group August 2011 - July 2013
Hay Group August 2010 - August 2011
Fortress Investment Group June 2008 - July 2010
Deloitte 2003 - 2008
Arthur Andersen October 1995 - June 2002
Skills
Executive Pay, Human Resources, Mergers & Acquisitions, Deferred Compensation, Management Consulting, Incentive Programs, Human Capital, Financial Modeling, Acquisition Integration, Talent Management, Global Compensation, Due Diligence, Performance Management, Private Equity
Education
Pace University
BBA, Finance
The Carlyle Group August 2013 - Present
The Carlyle Group August 2011 - July 2013
Carriage Hill Retirement, LLC October 2009 - August 2011
Lynchburg College August 2007 - May 2009
Agility June 2008 - August 2008
Skills
Accounts Payable, QuickBooks, Accounts Receivable, Accounting, Journal Entries, Bank Reconciliation, Leadership, Time Management, Budgets, Invoicing, Management, Financial Reporting, Microsoft Office, Analysis
Education
Lynchburg College 2005 — 2009
Bachelor of Arts, Accounting (Mathematics Minor)
St. John's College High School 2001 — 2005
The Carlyle Group May 2008 - Present
Skills
Hedge Funds, Securities Regulation, Securities, Due Diligence, FINRA, Customer Service, Private Equity, Finance, Asset Management, Financial Analysis, Investments
Education
New England College of Business and Finance 2014 — 2018
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Strayer University 1992 — 1994
Computer and Information Sciences and Support Services
H5 Data Centers November 2014 - Present
Zayo Group June 2012 - August 2014
CoreSite March 2004 - May 2012
The Carlyle Group 2002 - 2004
JER Partners 2001 - 2002
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Pennsylvania - The Wharton School
B.S., Finance
The Carlyle Group December 2007 - January 2010
Countrywide Financial Corporation May 2005 - February 2007
HeyAnita Inc. (Solutions provider to wireless carriers such as Verizon and Sprint) May 2004 - August 2004
Deloitte & Touche May 2002 - July 2003
Arthur Andersen September 2001 - May 2002
Arthur Andersen December 1995 - August 2001
Education
NACVA – National Association of Certified Valuation Analysts 2007 — 2007
From 2007 through 2010 - AVA (Accredited Valuation Analyst), Business Valuation
Pepperdine University 2003 — 2005
MBA, Corporate Entrepreneurship (Intrapreneurship)
Universidade Federal do Rio de Janeiro 1994 — 1999
Bachelor, Administration
The Carlyle Group September 2012 - Present
KPMG LLP May 2005 - September 2012
KPMG Argentina January 2008 - April 2008
KPMG Ireland September 2002 - May 2005
Arthur Andersen September 2001 - September 2002
Quinlan & Crisham 1999 - 2000
Cook County's State Attorney January 1998 - June 1998
Skills
Structured Finance, Corporate Tax, Tax, Accounting, Private Equity, Financial Structuring, Investments, International Tax, Due Diligence, Financial Reporting, Income Tax, IFRS, Tax Advisory, Financial Accounting, Corporate Finance, Mergers, Auditing, Corporate Governance, Negotiation, Project Management, Repatriation, Mergers & Acquisitions, SEC filings, US GAAP, Financial Modeling
Education
University College Dublin 2004 — 2005
Diploma in Arbitration
Irish Tax Institute 2001 — 2005
Chartered Tax Adviser (CTA)
Institute of Chartered Accountants in Ireland 2001 — 2004
Associate Chartered Accountant (ACA), Member
Queen's University Belfast 1994 — 1999
LLB
North Central College 1997 — 1998
Holy Rosary College 1989 — 1994
The Carlyle Group January 2012 - Present
Madison Marquette May 2010 - March 2012
Phillips Edison & Company 2007 - June 2010
Grant Thornton September 2006 - August 2007
Education
Loyola University of Chicago 2002 — 2006
Bachelor of Science (B.S.), Accounting
The Carlyle Group October 2010 - Present
Hilton Worldwide March 2010 - October 2010
American Capital September 2007 - January 2010
Ford Motor Company July 2005 - August 2007
Skills
Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
MBA
Kenyon College 1996 — 2000
BA, Chemistry & Economics
Marathon Asset Management August 2007 - Present
The Carlyle Group December 2004 - July 2007
Northridge Capital August 2001 - November 2004
Skills
Real Estate Economics, Real Estate, Real Estate Development, Real Estate Financing, Real Estate Transactions, Investment Properties
Education
Miami University 1997 — 2001
The Carlyle Group August 2007 - Present
Goldman Sachs February 2004 - August 2007
Education
Penn State University 1999 — 2003
Electrical Engineering
The Carlyle Group May 2011 - Present
AES Corporation October 2007 - April 2011
Solium Capital (formerly Allecon Stock Associates) August 2005 - October 2007
Skills
Governance, Deferred Compensation, Financial Regulation, Auditing, Equities, Executive Pay, Program Management, Incentive Programs, SAP, Payroll, Corporate Governance, Mergers, Options, Management, Mergers & Acquisitions, Finance, Sarbanes-Oxley Act, Risk Management, Internal Controls, SEC filings, Internal Audit, Data Analysis, Accounting, Performance Management
Education
Madonna University 2000 — 2004
BS
Northville
Deutsche Bank August 2005 - Present
Merrill Lynch 2002 - 2005
The Carlyle Group May 1999 - August 2000
Arthur Andersen August 1996 - May 1999
Skills
Investment Banking, Private Equity, Capital Markets, Financial Modeling, Valuation, Corporate Finance, Hedge Funds, Mergers & Acquisitions, Equities, Venture Capital, Business Strategy, Financial Analysis, Mergers, Due Diligence
Education
Northwestern University - Kellogg School of Management 2000 — 2002
MBA, Finance, General
Washington and Lee University 1992 — 1996
BS, Business Administration and Accounting
Norfolk Academy 1980 — 1992
Odeon Capital Group LLC June 2011 - Present
The Carlyle Group July 2008 - June 2011
Price Waterhouse Coopers January 2007 - July 2008
Skills
Valuation, Financial Modeling, Hedge Funds, Capital Markets, Fixed Income, Bloomberg, Private Equity, Investment Banking, Equities, Alternative Investments, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
University of Southern California - Marshall School of Business 2005 — 2006
Master of Accounting
New York University 2001 — 2005
Bachelor's, Economics
The Carlyle Group June 2014 - Present
AVIA May 2013 - August 2013
Abundant Venture Partners May 2013 - August 2013
Aurora Capital Group July 2010 - July 2012
Goldman Sachs 2008 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Private Equity, LBO, Business Strategy, Corporate Finance, Strategic Planning, Corporate Development, Healthcare Management, Growth Strategies, M&A experience, Investment Banking, Due Diligence, Capital Markets, Principal Investing, Healthcare, Mergers & Acquisitions, Investments, Finance, Portfolio Management, Restructuring, Strategy
Education
University of Pennsylvania - The Wharton School 2012 — 2014
MBA, Majors in Entrepreneurial and Health Care Management
Pomona College 2004 — 2008
BA, cum laude, in Mathematical Economics & International Relations; Minor in Spanish
Universidad de Salamanca 2006 — 2006
The Carlyle Group November 2010 - Present
Dell 2007 - November 2010
Perot Systems January 1999 - 2007
ACE Technologies February 1997 - December 1997
Skills
Unix, PL/SQL, IT Strategy, Oracle, Business Intelligence, PeopleTools, IT Management, PeopleSoft, SQR, Business Analysis, SQL, Enterprise Architecture, XML, Data Modeling, Microsoft SQL Server, Integration, Databases, Performance Tuning, PeopleCode
Education
Osmania University 1993 — 1995
MBA, Information Systems and Finance
Osmania University 1985 — 1988
B.S, Bachelor of Science
The Johns Hopkins University - Carey Business School
MBA, MBA - currently on a long break
Lockheed Martin October 2012 - Present
Utopia, Inc. June 2009 - Present
Citi August 2012 - October 2012
ExxonMobil March 2010 - July 2012
The Carlyle Group January 2010 - March 2010
Kennametal June 2009 - December 2009
Telecom services of Trinidad and Tobago January 2009 - June 2009
Burns & Wilcox August 2007 - October 2008
Chevron December 2006 - May 2007
Syngenta June 2006 - December 2006
Skills
SAP, Data Migration, Data Analysis, Business Objects, Business Intelligence, ETL, PL/SQL, SQL Server, SQL, SAP R/3, Project Implementation, Dashboards, Crystal Reports, Data Services, ERP, Data Integration, Databases, Data Governance, Data Warehousing, Analysis, SSIS, SAP BI, SSRS, SAP BW, Data Modeling, SDLC, Dashboard, Data Quality, Master Data Management, Web Intelligence, Testing, Microsoft SQL Server, SAP ERP
Education
University of South Alabama 2005 — 2007
Masters in Engineering
Jawaharlal Nehru Technological University 1999 — 2003
Bachelor of Techonology
Nayana Junior college 1997 — 1999
Intermediate, Mathematics, Physics and Chemistry
Jyothishmati Academy
Tinicum Enterprises, Inc. April 2013 - Present
Moelis & Company December 2012 - April 2013
Commonwealth Capital Corp. January 2012 - November 2012
Independence Capital Partners August 2010 - December 2011
The Carlyle Group January 2006 - August 2010
Ernst & Young LLP 2003 - 2005
Skills
Financial Reporting, US GAAP, Accounting, CPA, GAAP
Education
Lehigh University - College of Business and Economics 1999 — 2003
BS, Accounting
Halcyon Asset Management April 2013 - Present
CIFC Asset Management January 2012 - April 2013
The Carlyle Group July 2005 - November 2011
Soros Fund Managment June 2003 - July 2005
Deutsche Bank July 2002 - March 2003
Mizuho Corporate Bank September 2000 - May 2002
Skills
Hedge Funds, Loans, Fixed Income, Bloomberg, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Modeling, Investment Banking, Investments, Portfolio Management, Private Equity, Securities, Valuation, Trading, Financial Analysis
Education
Pace University 1996 — 2000
BBA, Finance
NewSmith Capital Partners November 2012 - January 2015
Rock Maple Funds June 2005 - June 2012
The Rock Creek Group 2002 - 2005
The Carlyle Group 2001 - 2003
The World Bank August 2000 - September 2001
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Private Equity, Portfolio Management, Fixed Income, Derivatives, Trading, Bloomberg, Capital Markets
Education
Ohio Wesleyan University 1996 — 2000
Amazon March 2015 - Present
CGI Federal October 2011 - March 2015
The Carlyle Group May 2011 - October 2011
Buchanan & Edwards April 2010 - April 2011
The McCormick Group October 2005 - March 2010
Skills
Technical Recruiting, Talent Acquisition, Information Technology, Recruiting, Applicant Tracking..., Sourcing, Executive Search, Search, Customer Relations, Full-cycle Recruiting, Government Contracting, Federal Government..., Interviewing, Consulting
Education
James Madison University 2001 — 2005
BBA, Business Marketing
James Madison University - College of Business 2001 — 2005
The Carlyle Group 2012 - Present
Fannie Mae 2008 - 2011
Fannie Mae 2002 - 2008
Cable & Wireless 1999 - 2002
Ernst & Young 1993 - 1999
Education
Miami University 1989 — 1993
BS, Accounting
The Carlyle Group May 2007 - Present
Education
James Madison University 1996 — 2000
B.B.S., Accounting
Summit Worx December 2014 - Present
United States Marine Corps December 2009 - December 2014
The Carlyle Group January 2008 - July 2008
Skills
Security Clearance, Supervisory Skills, CompTIA Security+, Teamwork, CCNA, CompTIA A+, CompTIA Network+, CEH, Time Management, Customer Service, Microsoft Office, PowerPoint, Social Media, Microsoft Excel, Microsoft Word, Windows
Education
Pace University 2007 — 2008
Information Technology
Point72 Asset Management, L.P. November 2014 - Present
The Carlyle Group August 2012 - October 2014
Credit Suisse July 2011 - August 2012
Education
Northwestern University 2007 — 2011
BA, Economics
Bithrive Inc January 2010 - Present
The Carlyle Group June 2014 - Present
VCA Antech January 2012 - June 2014
Jobfox December 2010 - January 2012
Fannie Mae August 2008 - April 2010
Ernst & Young March 2008 - July 2008
NASDAQ April 2005 - February 2008
CSC February 2004 - February 2005
Hewlett-Packard June 2003 - February 2004
Gloabal Software Solutions (TVL) 2000 - 2003
Skills
SDLC, SaaS, Project Management, Software Project..., Requirements Analysis, Agile Methodologies, Strategy, Software Development, Management, Business Intelligence, Databases, Enterprise Architecture, Web Development, Scrum, Agile Project Management, Integration, Web Services, .NET, SOA, XML, SharePoint, Oracle, C#, AngularJS, Node.js, MongoDB, PHP, MySQL, Linux
Education
Manonmaniam Sundaranar University 1997 — 2000
B.E/B.S, Computer Engineering
The Carlyle Group May 2015 - Present
Deloitte October 2013 - May 2015
Capgemini April 2011 - October 2013
Serco - North America March 2010 - March 2011
AES Corporation May 2005 - September 2009
Fidelity Investments January 2004 - October 2004
Accenture September 1996 - January 2004
Skills
SAP, SAP HR, ERP, Business Process Design, Data Migration, Leadership, SAP Implementation, Strategy, Business Process, Management, SAP Netweaver, Business Transformation, SAP R/3, SAP Portal, Business Process..., SAP ERP, Cross-functional Team..., IT Strategy, Integration, Project Portfolio..., Business Intelligence
Education
University of Virginia Darden School of Business 2008 — 2008
Northwestern University 1992 — 1996
BS
Financial Services Institute September 2015 - Present
Parents Place of Maryland September 2013 - Present
Parents Place of Maryland March 2011 - Present
Financial Services Institute March 2014 - September 2015
The Carlyle Group October 2013 - January 2014
VICCS, Inc. March 2013 - October 2013
Parents Place of Maryland May 2011 - September 2013
RoseMcKenna, LLC January 2012 - December 2012
NACHC September 2005 - February 2012
University of Maryland, College Park 2001 - 2004
Skills
Data Analysis, Non-profits, Statistics, Research, Program Evaluation, Policy Analysis, SPSS, Nonprofits, Microsoft Excel, Program Management, Public Speaking, Leadership, Microsoft Office, Community Outreach, Accounting, Program Development, Policy, Social Media, Analysis
Education
University of Maryland University College 2005 — 2008
BA, Accounting
University of Maryland College Park 2001 — 2004
PhD, Cognitive Neuroscience
Northwestern University 1997 — 2001
BA, Cognitive Science
Revolution LLC October 2011 - Present
The Carlyle Group September 2008 - October 2011
Navigant Consulting, Inc. June 2004 - August 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Accounting, Management Consulting, Risk Management, Business Analysis, Business Valuation, Process Improvement, Analysis, Due Diligence
Education
University of Illinois at Chicago 2006 — 2007
Masters of Accountancy, Accounting
Miami University 2000 — 2004
Bachelor of Science (BS), Finance, General
The Wolf Group, PC February 2010 - May 2012
Quadrangle Development Corporation March 2009 - June 2009
The Carlyle Group May 2002 - December 2008
Shaw Pittman January 1997 - May 2002
Education
New York University School of Law 1996 — 1997
LL.M., Taxation
New York University School of Law 1993 — 1996
J.D.
Mount Holyoke College 1987 — 1991
A.B., Biological Sciences
Franklin Templeton Investments April 2014 - June 2015
ManTech December 2013 - March 2014
Accenture October 2013 - November 2013
Polycom April 2013 - July 2013
California Water Service Company August 2012 - February 2013
The Carlyle Group October 2011 - May 2012
HUD May 2011 - September 2011
Accenture June 2010 - May 2011
Integrys February 2010 - June 2010
Verizon February 2009 - December 2009
Skills
SQR, PeopleCode, PeopleTools, Oracle, Integration, Google App Engine, DB2, nVision, Microsoft SQL Server, Insurance, JCL, CI, Retail, STAT, PeopleSoft
Education
Osmania University 1994 — 1996
MBA, Finance
Osmania University 1994 — 1996
Master of Business Administration (MBA), Accounting and Finance
The Carlyle Group November 2012 - Present
CWCapital Asset Management June 2011 - October 2012
Freddie Mac June 2009 - July 2011
Franciscan Missionaries of Our Lady Health System January 2009 - June 2009
Kaiser Permanente June 2008 - August 2008
Education
Louisiana State University 2005 — 2009
B.S, Economics
The AES Corporation January 2015 - Present
AES September 2009 - Present
The Carlyle Group September 2008 - September 2009
AES September 2007 - September 2008
KBR, Inc. February 2006 - September 2007
Acumen Solutions August 2005 - January 2006
KBR, Inc. May 2004 - August 2005
BSI August 1998 - April 2004
US Air Force / Air Force Reserve December 1992 - September 2003
Skills
Workday HCM, Workday Business Process, SAP HR, HRIS, SuccessFactors, Microsoft Office..., Business Process, SAP R/3, SAP BW, SAP BI, SAP OM, SAP PA, Recruiting, Employee Benefits, Integration, Safety, SAP ERP, SAP HCM, ADP Payroll, ADP Connections, ADP Payforce, HP Openview, HP Service Manager, HR Transformation, Performance Management, Human Resources
Education
Wilmington College 1993 — 1994
Graduate Studies, HR Management
Penn State University 1988 — 1992
BS, Human Development
The Carlyle Group January 2014 - Present
The Carlyle Group May 2012 - January 2014
TARGUSinfo December 2009 - May 2012
TARGUSinfo July 2008 - December 2009
Island Def Jam Music Group June 2007 - August 2007
Skills
Analytics, Analysis, Accounts Payable, Accounts Receivable, Forecasting, Accounting, Mergers & Acquisitions, Financial Analysis, Microsoft Office, Leadership, Marketing, Management, Microsoft Excel, Customer Service, Finance, Salesforce.com, Financial Reporting
Education
James Madison University 2004 — 2008
BBA, Finance
Private Co. May 2012 - Present
The Carlyle Group December 2011 - April 2012
Credit Suisse April 2006 - February 2009
Bricolage Capital, LLC October 2000 - March 2005
Milestone Management Services September 1991 - September 2000
Education
College of Staten Island
BS, Sociology and Anthropology
Pace University
MBA
EYP Inc. January 2015 - Present
The Carlyle Group September 2008 - November 2014
Skills
Troubleshooting, Laptops, Business Analysis, Windows, IT Strategy, Computer Hardware, PowerPoint, Asset Managment, Networking, Computer Repair, System Administration, Help Desk Support, Active Directory, Service Desk, Remote Desktop, Desktop Computers, software suppport
Education
Northern Virginia Community College 1998 — 2001
Associates, Information Systems
Sheboygan North High 1983 — 1987
Investment Advisory May 2014 - Present
42Local.com April 2013 - May 2014
Permira Advisers September 2006 - February 2010
The Carlyle Group March 2004 - July 2006
Del Monte Foods 2002 - 2004
McKinsey & Company September 2000 - March 2002
Skills
Financial Modeling, Private Equity, Investments, Venture Capital, LBO, Valuation, Corporate Development, Corporate Finance, Due Diligence, Investment Banking, M&A experience, Mergers & Acquisitions, Real Estate, Emerging Markets
Education
Northwestern University 1996 — 2000
B.S., Materials Science and Engineering, Minor in Economics
American Funds September 2008 - Present
The Carlyle Group January 2008 - August 2008
The Carlyle Group February 2006 - December 2007
Driggers & Blackwell January 2005 - February 2006
Education
Louisiana Tech University 2002 — 2005
Bachelor of Science, Accounting
The Carlyle Group October 2011 - Present
EZCorp February 2011 - September 2011
Freddie Mac August 2010 - February 2011
Harden Healthcare, LLC February 2010 - July 2010
Enterprise Rent-A-Car July 2009 - January 2010
Progress Energy January 2008 - June 2009
Skills
PeopleCode, PeopleSoft, Business Analysis, Data Conversion, Account Reconciliation, Software Implementation, PeopleSoft Financial, Business Process, Financials, SQR, Requirements Gathering, Crystal Reports
Education
Hochschule Heidelberg
Jawaharlal Nehru Technological University
Churchill Asset Management, A TIAA-CREF Company April 2015 - Present
The Carlyle Group January 2014 - March 2015
The Carlyle Group November 2011 - December 2013
Churchill Financial Group February 2006 - November 2011
GE Global Sponsor Finance February 2001 - February 2006
Heller Financial May 1994 - February 2001
Fleet Bank 1991 - 1994
Maryland National Bank 1979 - 1991
Skills
Leveraged Finance, Middle Market, Mezzanine, Portfolio Management, Credit Analysis, LBO, Corporate Finance, Private Equity, Finance, Loan Origination, Financial Structuring, Structured Finance, Valuation, Asset Based Lending, Start-ups, Due Diligence
Education
Lehigh University - College of Business and Economics 1978 — 1980
Master of Business Administration (M.B.A.), Business, cum laude
Lehigh University - College of Business and Economics 1968 — 1972
Bachelor's Degree, Accounting, cum laude
Financial Consulting Services 1998 - Present
BDM International March 1981 - April 1998
The Carlyle Group October 1990 - December 1997
KPMG 1977 - 1981
Skills
Program Management, Team Building, Change Management, Proposal Writing, Defense, Mergers, Government Contracting, Business Strategy, Strategic Planning, Security Clearance, Leadership, Financial Analysis, Integration, Strategy, Requirements Analysis, DoD, Process Improvement, Government, Project Management, Risk Management, Due Diligence, Business Development, New Business Development, Analysis, Project Planning, Contract Negotiation
Education
Penn State University 1974 — 1977
Accounting
IFC - International Finance Corporation September 2015 - Present
I-DEV International June 2014 - August 2014
The World Bank February 2014 - June 2014
World Vision January 2014 - January 2014
The Carlyle Group June 2013 - August 2013
Morgan Stanley January 2011 - August 2012
Barclays Capital July 2009 - March 2011
Morgan Stanley June 2008 - August 2008
The Boston Consulting Group October 2007 - June 2008
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Client Coverage, Corporate Finance, Investment Banking, Mergers, Strategy, Bloomberg, IPO, Mergers & Acquisitions, Microsoft Excel, Analysis, Banking, Emerging Markets, Energy, Energy Efficiency, Natural Resources, Competitive Analysis, Trading, Impact Investing, Investments, International Relations
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master of Arts (MA), International Relations, International Economics
University of Pennsylvania - The Wharton School 2012 — 2015
Master of Business Administration (MBA), Finance
Peking University 2005 — 2009
BA, Major in Finance, Minor in Psychology, 1%
Nanjing Foreign Language School 1999 — 2005
FOX Architects February 2015 - Present
FOX Architects December 2006 - Present
FOX Architects December 2006 - Present
Fairfax Realty January 2000 - December 2012
FOX Architects July 2009 - December 2010
The Carlyle Group October 1997 - December 2000
Skills
Microsoft Office, Account Reconciliation, Project Finance, Accounts Receivable, Accounts Payable, Deltek Vision, QuickBooks, Real Estate License, Real Estate Transactions, Bank Reconciliation, ADP Payroll, Billing Process, Microsoft Excel, Photoshop, Deltek, Payroll, Financial Statements, Invoicing, General Ledger, Journal Entries, Accounting
Education
Polytechnic University of the Philippines 1980 — 1984
BA, Economics
Polytechnic University of the Philippines
Bachelor of Arts in Economics, Economics, Accounting
Sound Harbor Partners July 2009 - Present
The Carlyle Group 1999 - 2009
Merrill Lynch 1997 - 1999
Bank of America 1993 - 1997
CIBC 1984 - 1993
Education
Miami University 1979 — 1983
BS
The Carlyle Group June 2007 - Present
Education
New York University
The Carlyle Group April 2014 - Present
The Carlyle Group January 2013 - April 2014
The Carlyle Group May 2011 - January 2013
City of Boston September 2009 - May 2011
Commonwealth of Massachusetts May 2009 - September 2009
O'Brien & Gere 2004 - 2006
Skills
Environmental Awareness, Policy Analysis, Research, Labor Relations, Employment Law, Legal Research, PowerPoint, Legal Writing, Microsoft Office, Westlaw, Microsoft Excel, Mediation, Due Diligence, Fundraising, Private Equity
Education
New England School of Law 2008 — 2011
JD, Tax Law/Taxation
Le Moyne College 2004 — 2008
BS, Industrial Relations/Human Resources Management. Minors: Economics, Philosophy
The Carlyle Group March 2015 - Present
EY October 2014 - Present
Ernst & Young July 2012 - October 2014
Ernst & Young July 2010 - July 2012
Ernst & Young June 2009 - August 2009
Ernst & Young June 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Tax, Microsoft Office, Financial Reporting, Financial Accounting, Auditing, Tax Accounting, Internal Controls, External Audit, GAAP, Private Equity
Education
James Madison University 2009 — 2010
MS, Accounting
James Madison University 2005 — 2009
BBA, Accounting
Reval February 2011 - Present
Misys May 2008 - February 2011
The Carlyle Group August 2006 - April 2008
WestLB June 2003 - August 2006
TD Securities February 2000 - June 2003
Bank of New York Mellon June 1998 - January 2000
JP Morgan Chase February 1995 - August 1996
Skills
Derivatives, Capital Markets, Structured Products, Middle Office, Credit Derivatives, Summit, Fixed Income, Bonds, Bloomberg, Money Market, FX, Trading, Interest Rate..., Financial Markets, Swaps, Market Risk, Commodities, Trading Systems, Operational Risk, Market Data, Back Office, Risk Management, Securities, CDS, Credit, Risk, Banking, Structured Finance, Collateral Management, Settlements, Options, Leveraged Finance, Valuation, Equity Derivatives, Portfolio Management, Asset Management, Hedge Funds, FX Options, Emerging Markets, Investment Banking, Rates, Finance, Foreign Exchange, Financial Services, Equities, Treasury, Hedging, Credit Risk, Electronic Trading, Prime Brokerage
Education
LIU Post 1996 — 1998
MBA, Finance
University at Albany, SUNY 1990 — 1994
BS, Computer Science / Applied Mathematics
Bluerock Real Estate August 2015 - Present
Starwood Capital Group July 2013 - July 2015
Cohen & Steers June 2012 - August 2012
The Carlyle Group March 2008 - June 2011
Lehman Brothers July 2006 - February 2008
Lehman Brothers June 2005 - August 2005
Hersha Hospitality June 2004 - August 2004
Skills
Equities, Venture Capital, Private Equity, Investment Banking, Valuation, Emerging Markets, Corporate Development, Financial Modeling, Due Diligence, Corporate Finance, Bloomberg, Investments, Real Estate, LBO, Acquisitions
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA
Massachusetts Institute of Technology 2002 — 2006
Bachelor of Science (BS)
AI Dupont High School 2001 — 2002
US Trust April 2008 - Present
JP Morgan November 2005 - April 2008
The Carlyle Group May 2002 - June 2005
Banc of America Securities December 1999 - May 2002
Skills
Private Equity, Valuation, Due Diligence, Securities, Fixed Income, Financial Modeling, Alternative Investments, Hedge Funds, Financial Services, Mergers, Equities, Portfolio Management, Mutual Funds, Investments, Capital Markets, Banking, Mergers & Acquisitions, Corporate Finance, Asset Management, Strategy, Equity Research, Investment Banking, Investment Management, Asset Allocation, Bloomberg, Wealth Management
Education
Texas Tech University 1998 — 1999
MBA, Finance
Lubbock Christian University 1996 — 1998
Finance
Advent International July 2012 - Present
The Carlyle Group May 2011 - August 2011
CICC June 2006 - February 2010
Skills
Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Emerging Markets, Venture Capital, Investment Banking, Financial Analysis, Mergers & Acquisitions, Investments, Capital Markets, Business Strategy
Education
Wharton School, University of Pennsylvania 2010 — 2012
MBA, Finance, Entrepreneur Management
Peking University 2002 — 2006
Bachelor of Arts (B.A.), Economics/Thai Language
Partners Group January 2014 - Present
Partners Group January 2012 - December 2013
Partners Group June 2010 - December 2011
Skatoff & Company 2009 - 2010
The Carlyle Group 2007 - 2008
Skills
Private Equity, Financial Modeling, Alternative Investments, Valuation, LBO, Due Diligence, Investments
Education
McIntire School of Commerce 2008 — 2009
Master's Degree, Commerce, Concentration in Financial Services
University of Virginia 2004 — 2008
Bachelor's Degree, Economics
The Carlyle Group June 2013 - Present
PineBridge Investments December 2009 - May 2013
PricewaterhouseCoopers December 1996 - December 2009
Skills
Financial Reporting, Private Equity, Fund Of Funds, US GAAP, Hedge Funds, Investment Valuation, Operational Due..., SEC Financial Reporting, Fund Accounting, Alternative Investments, Fund Administration, Mutual Funds, Financial Statements, Big 4, Financial Accounting, Auditing, Financial Analysis, Internal Controls, Investor Relations, Business Valuation, P&L Forecasting, Valuation, Investments, CPA, Investment Management, Capital Markets, Financial Modeling, Asset Management, Due Diligence, Equities, Corporate Finance, Fixed Income, Bloomberg, Financial Services, Derivatives, Portfolio Management, Investment Banking, Venture Capital, Mergers & Acquisitions, Financial Structuring, Emerging Markets, Securities, Investment Strategies
Education
Pace University 1995 — 1997
MBA, Accounting
First Reserve August 2014 - Present
The Carlyle Group January 2012 - July 2014
The Carlyle Group January 2010 - December 2011
The Carlyle Group October 2006 - December 2009
Credit Suisse 2004 - 2006
Skills
Valuation, LBO, Investment Banking, Private Equity, Financial Modeling, Financial Analysis
Education
Macalester College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Computer Scienice, Mathematics
ORIX USA Corporation January 2015 - Present
M. Klein and Company October 2013 - December 2014
Energy infrastructure fund January 2012 - December 2013
The Carlyle Group March 2006 - December 2011
Citi August 1997 - March 2006
Airport Group International August 1996 - August 1997
Lehman Brothers February 1993 - August 1996
Citi January 1989 - February 1993
Skills
Private Equity, Due Diligence, Investment Banking, Capital Markets, Valuation, Corporate Finance, Fixed Income, Structured Finance, Financial Structuring, Business Development, Business Planning, Investment Strategies, Investor Relations, Banking, Entrepreneurship, Start-ups, Derivatives, Restructuring, Mergers, Financial Modeling, Asset Management
Education
New York University 1984 — 1985
MBA, Finance, General
New York University 1981 — 1983
Bachelor of Science (BS)
Hewlett-Packard July 2014 - Present
Del Monte Foods, Inc. April 2014 - Present
The Carlyle Group June 2013 - March 2014
Novartis Vaccines and Diagnostics January 2012 - July 2013
Skills
BODS, Business Objects Data..., SAP Data Services, SAP Information Steward, Data Warehousing, Webi, Business Objects, ETL, Business Intelligence..., BODI, Data Quality, Informatica, Oracle, Microsoft SQL Server, PL/SQL, SQL, Testing, Crystal Reports, Dashboard, Reporting & Analysis, Data Modeling, Data Marts, SAP Data migration, BO Web Intelligence, SDLC, Agile & Waterfall...
Education
Jawaharlal Nehru Technological University 2002 — 2006
Engineer's Degree, Information Technology