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
Employee
Years
Job
Industry
Matthew Yoder Matthew Yoder's The Carlyle Group Experience January 2014 - Present
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group January 2014 - Present
Bank of America Merrill Lynch July 2012 - November 2013
Morgan Creek Capital Management March 2012 - May 2012
Beasley Multimedia Center September 2009 - December 2011
University of North Carolina at Chapel Hill August 2009 - December 2011
Skills
Investment Banking, Financial Modeling, Data Analysis, Private Equity, Valuation, Bloomberg Terminal, Financial Analysis, Bloomberg, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill
BSBA, Business
The Carlyle Group January 2014 - Present
Bank of America Merrill Lynch July 2012 - November 2013
Morgan Creek Capital Management March 2012 - May 2012
Beasley Multimedia Center September 2009 - December 2011
University of North Carolina at Chapel Hill August 2009 - December 2011
Skills
Investment Banking, Financial Modeling, Data Analysis, Private Equity, Valuation, Bloomberg Terminal, Financial Analysis, Bloomberg, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2009 — 2011
BSBA, Finance
University of North Carolina at Chapel Hill
BSBA, Business
Andres Panza, CFA Andres Panza, CFA's The Carlyle Group Experience January 2013 - May 2014
Job MBA/MA Candidate at The Wharton School / Lauder Institute
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Private Equity June 2015 - August 2015
The Carlyle Group January 2013 - May 2014
The Carlyle Group August 2011 - December 2012
Strategic Investment Group June 2008 - August 2011
UBS Wealth Management October 2006 - May 2008
Skills
Real Estate, Valuation, Financial Modeling, Private Equity, Asset Management, Capital Markets, Venture Capital, Due Diligence, Analysis, Fixed Income, Investments, Structured Finance, Corporate Finance, Investment Banking, Alternative Investments, Real Estate Economics, Equities, Financial Analysis, LBO, Start-ups, Hedge Funds, Emerging Markets, Mergers & Acquisitions, Equity Research, Portfolio Management, Business Valuation, Corporate Development, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Latin America
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics, Economics
Georgetown Preparatory School 2000 — 2004
Morgan Stanley Private Equity June 2015 - August 2015
The Carlyle Group January 2013 - May 2014
The Carlyle Group August 2011 - December 2012
Strategic Investment Group June 2008 - August 2011
UBS Wealth Management October 2006 - May 2008
Skills
Real Estate, Valuation, Financial Modeling, Private Equity, Asset Management, Capital Markets, Venture Capital, Due Diligence, Analysis, Fixed Income, Investments, Structured Finance, Corporate Finance, Investment Banking, Alternative Investments, Real Estate Economics, Equities, Financial Analysis, LBO, Start-ups, Hedge Funds, Emerging Markets, Mergers & Acquisitions, Equity Research, Portfolio Management, Business Valuation, Corporate Development, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Lauder Institute 2014 — 2016
Master of Arts (MA), International Studies, Latin America
University of Pennsylvania 2004 — 2008
BA, Philosophy, Politics, Economics
Georgetown Preparatory School 2000 — 2004
La Shawnda Holland La Shawnda Holland's The Carlyle Group Experience August 2010 - January 2011
Job Sr Project Analyst
Industry Information Technology and Services
Experience
Tangible Security March 2011 - Present
The Carlyle Group August 2010 - January 2011
Skills
System Administration, Security+, Citrix, SharePoint, Team Leadership, Customer Service, Network Security, CompTIA Security +..., Six Sigma, Project Planning, Microsoft Excel, MS Project, CompTIA, Laptops, Databases, Servers, Active Directory, Integration, Program Management, Management, Project Management, Security, Software Documentation
Education
University of Maryland University College
Year Up, National Capital Region 2010 — 2011
Computer and Information Sciences and Support Services
Tangible Security March 2011 - Present
The Carlyle Group August 2010 - January 2011
Skills
System Administration, Security+, Citrix, SharePoint, Team Leadership, Customer Service, Network Security, CompTIA Security +..., Six Sigma, Project Planning, Microsoft Excel, MS Project, CompTIA, Laptops, Databases, Servers, Active Directory, Integration, Program Management, Management, Project Management, Security, Software Documentation
Education
University of Maryland University College
Year Up, National Capital Region 2010 — 2011
Computer and Information Sciences and Support Services
Emily Cole, CPA Emily Cole, CPA's The Carlyle Group Experience August 2015 - Present
Job Associate Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2015 - Present
PriceWaterhouseCoopers LLC December 2006 - July 2015
Aronson & Company January 2004 - December 2006
Skills
Partnership Taxation, US Tax, REIT, Asset Managment, Private Equity, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance & Accounting
The Carlyle Group August 2015 - Present
PriceWaterhouseCoopers LLC December 2006 - July 2015
Aronson & Company January 2004 - December 2006
Skills
Partnership Taxation, US Tax, REIT, Asset Managment, Private Equity, Project Management
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2005
BS, Finance & Accounting
Ben Small's The Carlyle Group Experience July 2014 - Present
Job Junior Analyst at The Carlyle Group
Industry Banking
Experience
The Carlyle Group July 2014 - Present
Phillips Realty Capital June 2013 - August 2013
United States Consulate General September 2012 - December 2012
Cassidy Turley June 2012 - August 2012
Marriott International June 2011 - August 2011
Vineyard Vines May 2011 - August 2011
Four Seasons Hotels and Resorts June 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, English, Public Speaking, Microsoft Office, Research, Chinese, CoStar, Access, Social Networking, Social Media Marketing
Education
Tulane University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Asian Studies
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
The Carlyle Group July 2014 - Present
Phillips Realty Capital June 2013 - August 2013
United States Consulate General September 2012 - December 2012
Cassidy Turley June 2012 - August 2012
Marriott International June 2011 - August 2011
Vineyard Vines May 2011 - August 2011
Four Seasons Hotels and Resorts June 2009 - August 2009
Skills
PowerPoint, Outlook, Microsoft Word, Microsoft Excel, English, Public Speaking, Microsoft Office, Research, Chinese, CoStar, Access, Social Networking, Social Media Marketing
Education
Tulane University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance and Asian Studies
Tulane University - A.B. Freeman School of Business 2010 — 2014
Bachelor of Science (BS), Finance, General
Emily Manuel's The Carlyle Group Experience January 2014 - Present
Job Investor Relations Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group January 2014 - Present
The Carlyle Group January 2012 - December 2013
The Carlyle Group July 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) September 2008 - June 2010
Education
Tulane University 2004 — 2008
B.S., Psychology
The Carlyle Group January 2014 - Present
The Carlyle Group January 2012 - December 2013
The Carlyle Group July 2010 - December 2011
John Hancock Life Insurance Company (U.S.A.) September 2008 - June 2010
Education
Tulane University 2004 — 2008
B.S., Psychology
Ryan Cumley Ryan Cumley's The Carlyle Group Experience July 2008 - July 2010
Job iOS Engineer at TrueCar, Inc.
Industry Computer Software
Experience
TrueCar, Inc. October 2015 - Present
Aetna December 2014 - October 2015
DaVita November 2013 - December 2014
The Cauchy Conglomerate LLC August 2010 - November 2013
The Carlyle Group July 2008 - July 2010
TCS / IAABB January 2001 - July 2008
Hamilton Signal (aqd by Iteris NYSE:ITI) January 2006 - February 2007
Skills
Corporate Finance, Mathematics, Software Development, Project Management, Data Analysis, Business Intelligence, Linux, Team Leadership, Mobile Applications, Financial Modeling, Agile Methodologies
Education
University of Colorado at Boulder 1999 — 2002
B.A., Mathematics
TrueCar, Inc. October 2015 - Present
Aetna December 2014 - October 2015
DaVita November 2013 - December 2014
The Cauchy Conglomerate LLC August 2010 - November 2013
The Carlyle Group July 2008 - July 2010
TCS / IAABB January 2001 - July 2008
Hamilton Signal (aqd by Iteris NYSE:ITI) January 2006 - February 2007
Skills
Corporate Finance, Mathematics, Software Development, Project Management, Data Analysis, Business Intelligence, Linux, Team Leadership, Mobile Applications, Financial Modeling, Agile Methodologies
Education
University of Colorado at Boulder 1999 — 2002
B.A., Mathematics
David W. Gough David W. Gough's The Carlyle Group Experience 2006 - October 2008
Job Optimizing Transportation Networks
Industry Transportation/Trucking/Railroad
Experience
Echo Global Logistics 2013 - Present
Tricor Pacific Capital June 2013 - October 2013
CME Group January 1998 - January 2012
The Carlyle Group 2006 - October 2008
D.Gough 1989 - January 1998
MPC Products 1988 - 1989
United States Air Force 1984 - 1987
Skills
Start-ups, Private Equity, Finance, Entrepreneurship, Trading, Business Valuation, Structured Finance, Project Management, Product Development, Cash Flow, Strategic Planning, Management Consulting, Team Building, Leadership, New Business Development, Negotiation, Operations Management, Management, Process Improvement
Education
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Engineering Sciences
Echo Global Logistics 2013 - Present
Tricor Pacific Capital June 2013 - October 2013
CME Group January 1998 - January 2012
The Carlyle Group 2006 - October 2008
D.Gough 1989 - January 1998
MPC Products 1988 - 1989
United States Air Force 1984 - 1987
Skills
Start-ups, Private Equity, Finance, Entrepreneurship, Trading, Business Valuation, Structured Finance, Project Management, Product Development, Cash Flow, Strategic Planning, Management Consulting, Team Building, Leadership, New Business Development, Negotiation, Operations Management, Management, Process Improvement
Education
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Engineering Sciences
Hayle Schneider Hayle Schneider's The Carlyle Group Experience July 2006 - April 2011
Job Associate at Heidrick & Struggles
Industry Staffing and Recruiting
Experience
Heidrick & Struggles April 2015 - Present
Heidrick & Struggles January 2014 - April 2015
Heidrick & Struggles April 2011 - January 2014
The Carlyle Group July 2006 - April 2011
Caring Hands Animal Hospital June 2004 - June 2006
Skills
Talent Management, Executive Search
Education
University of New England 2000 — 2004
BS, Marine Biology
Heidrick & Struggles April 2015 - Present
Heidrick & Struggles January 2014 - April 2015
Heidrick & Struggles April 2011 - January 2014
The Carlyle Group July 2006 - April 2011
Caring Hands Animal Hospital June 2004 - June 2006
Skills
Talent Management, Executive Search
Education
University of New England 2000 — 2004
BS, Marine Biology
Portia Spikes Portia Spikes's The Carlyle Group Experience May 2012 - Present
Job Finance Associate
Industry Investment Management
Experience
The Carlyle Group May 2012 - Present
Red Coats, Inc. February 2012 - May 2012
US Bank 2009 - 2011
HEW Federal Credit Union 2008 - 2009
Skills
Account Reconciliation, Finance, Credit, Invoicing, Data Entry, Accounting, Analysis, Administrative..., Commercial Banking, Spreadsheets, Management, Financial Services
Education
University of Maryland University College 2007 — 2016
Bachelor's Degree, Finance
The Carlyle Group May 2012 - Present
Red Coats, Inc. February 2012 - May 2012
US Bank 2009 - 2011
HEW Federal Credit Union 2008 - 2009
Skills
Account Reconciliation, Finance, Credit, Invoicing, Data Entry, Accounting, Analysis, Administrative..., Commercial Banking, Spreadsheets, Management, Financial Services
Education
University of Maryland University College 2007 — 2016
Bachelor's Degree, Finance
Sean Palmer's The Carlyle Group Experience September 2002 - December 2010
Job Regulatory Reporting Quality Assurance at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2015 - Present
Bank of America January 2011 - March 2015
The Carlyle Group September 2002 - December 2010
Ernst & Young 2000 - 2002
KPMG 1999 - 2000
Skills
Corporate Finance, Financial Reporting, Due Diligence, Accounting, Auditing, Financial Analysis, Finance, Private Equity, Investments, Banking, Start-ups, Equities, Business Planning, Regulatory Filings, Financial Regulation, Global Regulatory..., SEC filings, Executive Management, Financial Modeling, Mortgage Lending, Valuation, Financial Services, Regulation W, SEC Filings
Education
University of Maryland College Park 1994 — 1999
BS, Accounting / Finance
Wells Fargo March 2015 - Present
Bank of America January 2011 - March 2015
The Carlyle Group September 2002 - December 2010
Ernst & Young 2000 - 2002
KPMG 1999 - 2000
Skills
Corporate Finance, Financial Reporting, Due Diligence, Accounting, Auditing, Financial Analysis, Finance, Private Equity, Investments, Banking, Start-ups, Equities, Business Planning, Regulatory Filings, Financial Regulation, Global Regulatory..., SEC filings, Executive Management, Financial Modeling, Mortgage Lending, Valuation, Financial Services, Regulation W, SEC Filings
Education
University of Maryland College Park 1994 — 1999
BS, Accounting / Finance
Valerie Walker's The Carlyle Group Experience 2004 - 2008
Job
Industry Real Estate
Experience
Prologis July 2009 - December 2013
JE Robert Company April 2008 - July 2009
The Carlyle Group 2004 - 2008
Skills
Due Diligence, PowerPoint, Real Estate, Event Planning, Investments, Real Estate Development, Negotiation, Accounting, Microsoft Word, Asset Management, Real Estate Transactions, Outlook, Travel, Office Management, Client Relations Skills, French Speaking
Education
University of Colorado Boulder 1991 — 1994
Prologis July 2009 - December 2013
JE Robert Company April 2008 - July 2009
The Carlyle Group 2004 - 2008
Skills
Due Diligence, PowerPoint, Real Estate, Event Planning, Investments, Real Estate Development, Negotiation, Accounting, Microsoft Word, Asset Management, Real Estate Transactions, Outlook, Travel, Office Management, Client Relations Skills, French Speaking
Education
University of Colorado Boulder 1991 — 1994
Vickie Roth Vickie Roth's The Carlyle Group Experience September 2009 - May 2010
Job Chief of Staff at Pactolus Private Wealth Management
Industry Human Resources
Experience
Pactolus Private Wealth Management January 2014 - Present
Pactolus Private Wealth Management June 2011 - Present
Marriott International August 2010 - May 2011
The Carlyle Group September 2009 - May 2010
The Carlyle Group February 2006 - December 2008
Spectrum Financial Group October 2004 - February 2006
Acsys November 2002 - October 2004
Education
Towson University 1992 — 1996
BS, Mass Communications
Pactolus Private Wealth Management January 2014 - Present
Pactolus Private Wealth Management June 2011 - Present
Marriott International August 2010 - May 2011
The Carlyle Group September 2009 - May 2010
The Carlyle Group February 2006 - December 2008
Spectrum Financial Group October 2004 - February 2006
Acsys November 2002 - October 2004
Education
Towson University 1992 — 1996
BS, Mass Communications
Amy Blumenstein Amy Blumenstein's The Carlyle Group Experience June 2013 - Present
Job at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2013 - Present
GenSpring Family Offices September 2011 - June 2013
Clark Enterprises, Inc. June 2009 - September 2011
Ernst & Young March 2008 - June 2009
Skills
CPA, Family Office, Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Financial Planners, Microsoft Excel, Tax Research, Tax Law, High Net Worth...
Education
University of Delaware 2006 — 2007
Master of Science (MS), Accounting
University of Delaware 2003 — 2006
Bachelor of Science (BS), Hotel, Restaurant, and Institutional Management
The Carlyle Group June 2013 - Present
GenSpring Family Offices September 2011 - June 2013
Clark Enterprises, Inc. June 2009 - September 2011
Ernst & Young March 2008 - June 2009
Skills
CPA, Family Office, Tax, Accounting, Tax Preparation, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Financial Planners, Microsoft Excel, Tax Research, Tax Law, High Net Worth...
Education
University of Delaware 2006 — 2007
Master of Science (MS), Accounting
University of Delaware 2003 — 2006
Bachelor of Science (BS), Hotel, Restaurant, and Institutional Management
Duncan Kenney's The Carlyle Group Experience May 2013 - Present
Job Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2013 - Present
CM Capital Advisors August 2011 - April 2013
Skills
Investments, Venture Capital, Valuation, Corporate Finance, Private Equity, DCF, Portfolio Management
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (BA), Business Economics & Environmental Studies
The Carlyle Group May 2013 - Present
CM Capital Advisors August 2011 - April 2013
Skills
Investments, Venture Capital, Valuation, Corporate Finance, Private Equity, DCF, Portfolio Management
Education
University of California, Santa Barbara 2007 — 2011
Bachelor of Arts (BA), Business Economics & Environmental Studies
Russell Cummings Russell Cummings's The Carlyle Group Experience June 2010 - August 2010
Job Analyst at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets March 2014 - Present
RBC Capital Markets January 2013 - March 2014
Fidus Partners July 2012 - December 2012
Fidus Partners May 2011 - August 2011
The Carlyle Group June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Leveraged Finance, M&A experience, Due Diligence, Mergers, LBO, Bloomberg, Fixed Income
Education
UNC Kenan-Flagler Business School 2008 — 2012
BS, Business Administration
Charlotte Country Day School 2004 — 2008
RBC Capital Markets March 2014 - Present
RBC Capital Markets January 2013 - March 2014
Fidus Partners July 2012 - December 2012
Fidus Partners May 2011 - August 2011
The Carlyle Group June 2010 - August 2010
Skills
Financial Modeling, Valuation, Investment Banking, Capital IQ, Private Equity, Corporate Finance, Financial Analysis, Capital Markets, Leveraged Finance, M&A experience, Due Diligence, Mergers, LBO, Bloomberg, Fixed Income
Education
UNC Kenan-Flagler Business School 2008 — 2012
BS, Business Administration
Charlotte Country Day School 2004 — 2008
Lesley Martin's The Carlyle Group Experience March 2014 - Present
Job ESG, The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group March 2014 - Present
Development Counsellors International January 2013 - May 2013
Imprimis June 2012 - October 2012
BravoTECH June 2012 - October 2012
Red Dirt Beverage Company January 2012 - May 2012
Skills
Spanish, Microsoft Office, Simmons, Facebook, SPSS, Market Research, Social Media, PowerPoint, Prezi, Instagram, Event Planning, Pinterest, Tumblr, Social Networking, Social Media Marketing, Microsoft Excel, Marketing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Marketing
Universidad de Viña del Mar 2010 — 2010
Spanish
The Carlyle Group March 2014 - Present
Development Counsellors International January 2013 - May 2013
Imprimis June 2012 - October 2012
BravoTECH June 2012 - October 2012
Red Dirt Beverage Company January 2012 - May 2012
Skills
Spanish, Microsoft Office, Simmons, Facebook, SPSS, Market Research, Social Media, PowerPoint, Prezi, Instagram, Event Planning, Pinterest, Tumblr, Social Networking, Social Media Marketing, Microsoft Excel, Marketing
Education
University of Oklahoma 2008 — 2012
Bachelor of Business Administration (BBA), International Business and Marketing
Universidad de Viña del Mar 2010 — 2010
Spanish
Amir Panjwani, CPA, CFA, ACA Amir Panjwani, CPA, CFA, ACA's The Carlyle Group Experience April 2011 - November 2011
Job Senior Vice President at CITIGROUP
Industry Financial Services
Experience
CITIGROUP February 2012 - Present
The Carlyle Group April 2011 - November 2011
StoneCastle Partners December 2010 - February 2011
Citigroup July 2006 - September 2010
DCD America May 2005 - July 2006
Continental Broker-Dealer August 2002 - April 2005
OTCEI-Stock Exchange September 2000 - March 2002
GK Dand & Co (Public Accountants) April 1994 - September 2000
Skills
Hedge Accounting, Private Equity, Financial Reporting, Valuation, Fund Accounting, IFRS, Alternative Investments, Fund Of Funds, US GAAP, Accounting, Bonds, Financial Analysis, Hedge Funds, Due Diligence, Asset Managment, Asset Management, Investments, Portfolio Management, Securities
Education
CFA Institute 2004 — 2008
CFA, Finance and Accounting
University of Mumbai 1998 — 2000
Master of Commerce, Finance and Accounting
The Institute of Chartered Accountants of India 1994 — 1998
Chartered Accountant, Finance and Accounting
AICPA
CPA
Kapasi
CITIGROUP February 2012 - Present
The Carlyle Group April 2011 - November 2011
StoneCastle Partners December 2010 - February 2011
Citigroup July 2006 - September 2010
DCD America May 2005 - July 2006
Continental Broker-Dealer August 2002 - April 2005
OTCEI-Stock Exchange September 2000 - March 2002
GK Dand & Co (Public Accountants) April 1994 - September 2000
Skills
Hedge Accounting, Private Equity, Financial Reporting, Valuation, Fund Accounting, IFRS, Alternative Investments, Fund Of Funds, US GAAP, Accounting, Bonds, Financial Analysis, Hedge Funds, Due Diligence, Asset Managment, Asset Management, Investments, Portfolio Management, Securities
Education
CFA Institute 2004 — 2008
CFA, Finance and Accounting
University of Mumbai 1998 — 2000
Master of Commerce, Finance and Accounting
The Institute of Chartered Accountants of India 1994 — 1998
Chartered Accountant, Finance and Accounting
AICPA
CPA
Kapasi
Nicholas Walker, CPA Nicholas Walker, CPA's The Carlyle Group Experience January 2013 - Present
Job Staff Tax Accountant at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group January 2013 - Present
CohnReznick LLP November 2011 - December 2012
Education
University of Alabama 2010 — 2011
MTA, Accountancy-Tax
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Science (BS), Accounting
The Carlyle Group January 2013 - Present
CohnReznick LLP November 2011 - December 2012
Education
University of Alabama 2010 — 2011
MTA, Accountancy-Tax
University of Notre Dame - Mendoza College of Business 2006 — 2010
Bachelor of Science (BS), Accounting
Franzel Zullo Franzel Zullo's The Carlyle Group Experience March 2014 - Present
Job Vice President, Global Employment Tax
Industry Accounting
Experience
The Carlyle Group March 2014 - Present
KPMG US May 1997 - February 2014
KPMG LLP April 1997 - February 2014
Skills
Tax, Project Planning, Mergers, Internal Controls, IFRS, Auditing, Corporate Tax, International Tax, Big 4, Due Diligence, Financial Analysis, SEC Filings, Accounting, Income Tax
Education
University of Maryland College Park
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland College Park
Master's degree, Accounting and Finance
The Carlyle Group March 2014 - Present
KPMG US May 1997 - February 2014
KPMG LLP April 1997 - February 2014
Skills
Tax, Project Planning, Mergers, Internal Controls, IFRS, Auditing, Corporate Tax, International Tax, Big 4, Due Diligence, Financial Analysis, SEC Filings, Accounting, Income Tax
Education
University of Maryland College Park
Bachelor of Science (BS), Business Administration and Management, General
University of Maryland College Park
Master's degree, Accounting and Finance
Adam Hanover Adam Hanover's The Carlyle Group Experience August 2011 - Present
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2011 - Present
Lazard Freres & Co. June 2010 - August 2011
Memphis City Schools March 2009 - May 2010
Lazard Freres & Co. June 2009 - August 2009
Wexford Capital June 2008 - July 2008
Gerber/Taylor Management June 2007 - July 2007
Education
University of Pennsylvania 2006 — 2010
Diplomatic History, Public School Strategic Planning
The Carlyle Group August 2011 - Present
Lazard Freres & Co. June 2010 - August 2011
Memphis City Schools March 2009 - May 2010
Lazard Freres & Co. June 2009 - August 2009
Wexford Capital June 2008 - July 2008
Gerber/Taylor Management June 2007 - July 2007
Education
University of Pennsylvania 2006 — 2010
Diplomatic History, Public School Strategic Planning
Willem Klein's The Carlyle Group Experience July 2015 - Present
Job Investment Solutions Software Developer at The Carlyle Group
Industry Computer Software
Experience
The Carlyle Group July 2015 - Present
S&P Capital IQ July 2012 - July 2015
Wireless Institute at University of Notre Dame May 2011 - August 2011
Target February 2008 - May 2011
Skills
HTML, MySQL, PHP, C, Unix, C++, C#, .NET, Python, JavaScript, phpMyAdmin, HTML + CSS, JavaServer Pages, Django, T-SQL, SQL Server Management..., Powershell, Microsoft Office, Microsoft SQL Server
Education
University of Notre Dame 2008 — 2012
Bachelor of Engineering, Computer Science
The Carlyle Group July 2015 - Present
S&P Capital IQ July 2012 - July 2015
Wireless Institute at University of Notre Dame May 2011 - August 2011
Target February 2008 - May 2011
Skills
HTML, MySQL, PHP, C, Unix, C++, C#, .NET, Python, JavaScript, phpMyAdmin, HTML + CSS, JavaServer Pages, Django, T-SQL, SQL Server Management..., Powershell, Microsoft Office, Microsoft SQL Server
Education
University of Notre Dame 2008 — 2012
Bachelor of Engineering, Computer Science
Alan Thompson Alan Thompson's The Carlyle Group Experience September 2012 - Present
Job Vice President, Information Technology at The Carlyle Group
Industry Information Technology and Services
Experience
The Carlyle Group September 2012 - Present
The Washington Post September 2010 - September 2012
The Washington Post July 2005 - September 2010
EVault, Inc. May 2003 - April 2005
Keynote Systems May 2002 - March 2003
SiteSmith June 2000 - June 2001
SiteSmith October 1999 - June 2000
Digex January 1997 - October 1999
General Physics 1994 - 1997
Skills
Hosting, IT Operations, Data Center, Hosted Services, Scalability, Storage Area Networks, Servers, Capacity Planning, Cloud Computing, IT Strategy, Infrastructure, Storage, Project Management, Vendor Management, Technical Support, SaaS, Enterprise Software, System Administration, IT Management, Virtualization, Disaster Recovery, Security, Enterprise Architecture, VMware, Management, Leadership, Network Security, Integration, ITIL, Information Technology
Education
University of Maryland Baltimore County 1989 — 1993
B.S. Information Systems Mangement, Computer Science
University of California, San Francisco 2001 — 2002
Journalism
The Carlyle Group September 2012 - Present
The Washington Post September 2010 - September 2012
The Washington Post July 2005 - September 2010
EVault, Inc. May 2003 - April 2005
Keynote Systems May 2002 - March 2003
SiteSmith June 2000 - June 2001
SiteSmith October 1999 - June 2000
Digex January 1997 - October 1999
General Physics 1994 - 1997
Skills
Hosting, IT Operations, Data Center, Hosted Services, Scalability, Storage Area Networks, Servers, Capacity Planning, Cloud Computing, IT Strategy, Infrastructure, Storage, Project Management, Vendor Management, Technical Support, SaaS, Enterprise Software, System Administration, IT Management, Virtualization, Disaster Recovery, Security, Enterprise Architecture, VMware, Management, Leadership, Network Security, Integration, ITIL, Information Technology
Education
University of Maryland Baltimore County 1989 — 1993
B.S. Information Systems Mangement, Computer Science
University of California, San Francisco 2001 — 2002
Journalism
Graham Kohan Graham Kohan's The Carlyle Group Experience January 2015 - Present
Job Associate at Carlyle GMS Finance
Industry Investment Management
Experience
The Carlyle Group January 2015 - Present
H.I.G. Capital August 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Saunders Murdock & Associates July 2010 - August 2010
Cedar Street Capital, LLC May 2010 - July 2010
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Financial Modeling, LBO, Corporate Finance, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Industrial and Operations Engineering
Westminster School 2003 — 2007
The Carlyle Group January 2015 - Present
H.I.G. Capital August 2013 - January 2015
RBC Capital Markets July 2011 - July 2013
Saunders Murdock & Associates July 2010 - August 2010
Cedar Street Capital, LLC May 2010 - July 2010
Skills
Investment Banking, Capital Markets, Bloomberg, Valuation, Financial Modeling, LBO, Corporate Finance, Financial Analysis
Education
University of Michigan 2007 — 2011
Bachelor of Science (B.S.), Industrial and Operations Engineering
Westminster School 2003 — 2007
Roy Schaham Roy Schaham's The Carlyle Group Experience March 2001 - July 2004
Job Director of Product Management at RelayRides
Industry Internet
Experience
RelayRides November 2013 - Present
eBay February 2011 - October 2013
eBay October 2009 - January 2011
eBay Inc October 2006 - October 2009
MobiTV June 2005 - May 2006
The Carlyle Group March 2001 - July 2004
Skills
Product Management, E-commerce, Start-ups, Product Marketing, Analytics, User Experience, Data Analysis, CRM, Investments, Marketing, Email Marketing, Loyalty Marketing, Digital Media, Financial Modeling, Financial Analysis, Business Strategy, Mobile Marketing, Strategic Planning, Segmentation, Agile Methodologies, Performance Based..., Growth Marketing, Online Marketplace, Peer-to-peer, Incentive Programs, Customer Segmentation, Gift Cards, Credit Analysis, Search, Mobile Devices, Strategic Partnerships, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
RelayRides November 2013 - Present
eBay February 2011 - October 2013
eBay October 2009 - January 2011
eBay Inc October 2006 - October 2009
MobiTV June 2005 - May 2006
The Carlyle Group March 2001 - July 2004
Skills
Product Management, E-commerce, Start-ups, Product Marketing, Analytics, User Experience, Data Analysis, CRM, Investments, Marketing, Email Marketing, Loyalty Marketing, Digital Media, Financial Modeling, Financial Analysis, Business Strategy, Mobile Marketing, Strategic Planning, Segmentation, Agile Methodologies, Performance Based..., Growth Marketing, Online Marketplace, Peer-to-peer, Incentive Programs, Customer Segmentation, Gift Cards, Credit Analysis, Search, Mobile Devices, Strategic Partnerships, Competitive Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
MBA
University of Massachusetts, Amherst
Bachelor of Business Administration (BBA)
Logan Perez-Gurri Logan Perez-Gurri's The Carlyle Group Experience July 2011 - April 2013
Job Senior Analyst at Glenview Capital
Industry Investment Management
Experience
Glenview Capital June 2014 - Present
Glenview Capital April 2013 - June 2014
The Carlyle Group July 2011 - April 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
La Salle High School 2001 — 2005
High School Degree
Glenview Capital June 2014 - Present
Glenview Capital April 2013 - June 2014
The Carlyle Group July 2011 - April 2013
Goldman Sachs July 2009 - July 2011
Goldman Sachs June 2008 - August 2008
BNY Mellon June 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2009
BBA, Finance & Accounting
La Salle High School 2001 — 2005
High School Degree
Gary Block Gary Block's The Carlyle Group Experience April 1997 - September 2007
Job Partner and Managing Director at The Meridian Group
Industry Real Estate
Experience
The Meridian Group October 2007 - Present
The Carlyle Group April 1997 - September 2007
Vinson and Elkins September 1987 - April 1997
Kelly Hart & Hallman September 1984 - September 1987
Skills
Real Estate Private..., Real Estate, Private Equity, Investments, Investment Properties, Real Estate Transactions, Acquisitions, Mergers & Acquisitions, Venture Capital, Real Estate Development, Real Estate Economics, Valuation, Asset Management, Disposition, Joint Ventures, Commercial Real Estate, Leases, Corporate Real Estate, Financial Structuring, Dispositions
Education
The University of Texas School of Law 1981 — 1984
J.D., with honors, Law
Vanderbilt University 1977 — 1981
B.A., Magna Cum Laude, Economics, Mathematics
St. Mark's School of Texas 1971 — 1977
The Meridian Group October 2007 - Present
The Carlyle Group April 1997 - September 2007
Vinson and Elkins September 1987 - April 1997
Kelly Hart & Hallman September 1984 - September 1987
Skills
Real Estate Private..., Real Estate, Private Equity, Investments, Investment Properties, Real Estate Transactions, Acquisitions, Mergers & Acquisitions, Venture Capital, Real Estate Development, Real Estate Economics, Valuation, Asset Management, Disposition, Joint Ventures, Commercial Real Estate, Leases, Corporate Real Estate, Financial Structuring, Dispositions
Education
The University of Texas School of Law 1981 — 1984
J.D., with honors, Law
Vanderbilt University 1977 — 1981
B.A., Magna Cum Laude, Economics, Mathematics
St. Mark's School of Texas 1971 — 1977
Steve Ham's The Carlyle Group Experience 2000 - 2006
Job CFO at N12 Technologies, Inc.
Industry Investment Management
Experience
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
N12 Technologies, Inc. 2014 - Present
Rainmaker Company 2013 - 2014
Sterling Partners 2010 - 2011
RedZone Capital 2006 - 2010
The Carlyle Group 2000 - 2006
Thomas Weisel Partners 1999 - 2000
Salomon Brothers 1997 - 1999
Skills
Private Equity, Corporate Development, LBO, Mergers, Financial Modeling, Investment Banking, Corporate Finance, Investments, Equities, Due Diligence, Valuation, Venture Capital, Alternative Investments, Financial Analysis, Business Valuation, Business Strategy, Emerging Markets, Acquisition Integration, Growth Capital, Business Development, Buyouts, Debt, Competitive Analysis, Finance, Capital, Investor Relations, Portfolio Management, Accounting, Strategic Planning, Financial Reporting, Executive Management, Acquisitions, Capital Markets, Mergers & Acquisitions
Education
University of Illinois at Urbana-Champaign - College of Business 1993 — 1997
Bachelor of Science (BS)
Sunny Barach Sunny Barach's The Carlyle Group Experience March 2011 - Present
Job Principal at Vista Investment Group
Industry Real Estate
Experience
Vista Investment Group March 2011 - Present
The Carlyle Group March 2011 - Present
The Carlyle Group 2007 - 2011
BlackRock 2006 - 2007
FTI Consulting 2005 - 2006
Skills
Valuation, Asset Management, Commercial Real Estate, Investment Properties, Private Equity, Real Estate
Education
University of California, Los Angeles 2001 — 2005
Bachlors of Arts, Business Economics
Vista Investment Group March 2011 - Present
The Carlyle Group March 2011 - Present
The Carlyle Group 2007 - 2011
BlackRock 2006 - 2007
FTI Consulting 2005 - 2006
Skills
Valuation, Asset Management, Commercial Real Estate, Investment Properties, Private Equity, Real Estate
Education
University of California, Los Angeles 2001 — 2005
Bachlors of Arts, Business Economics
Andrew Schreiber's The Carlyle Group Experience March 2012 - June 2013
Job Director of HCM Systems and Processes at Georgetown University
Industry Information Technology and Services
Experience
Georgetown University August 2015 - Present
Georgetown University April 2014 - July 2015
Georgetown University June 2013 - April 2014
The Carlyle Group March 2012 - June 2013
The Carlyle Group March 2011 - February 2012
Howrey, LLP May 2009 - March 2011
Howrey LLP June 2005 - March 2011
Howrey LLP March 2004 - June 2005
Howrey LLP September 2002 - March 2004
Skills
Business Process, Business Analysis, Requirements Gathering, Visio, Integration, Software Documentation, IT Management, Requirements Analysis, SaaS, Enterprise Software, Scrum, ERP, Agile Project Management, SDLC, Workday, PowerPoint, MS Project, Team Leadership, Cross-functional Team..., Quality Assurance, SAP, Agile Methodologies, Requirement..., Documentations, Project Management, Requirements..., Training Documentation, Communication Skills, Onboarding, Budgets, Budget Process, Business Intelligence, HRIS, HRIS Database Management, EIB
Education
University of Denver 1998 — 2002
BA
Clayton High School 1994 — 1998
Georgetown University August 2015 - Present
Georgetown University April 2014 - July 2015
Georgetown University June 2013 - April 2014
The Carlyle Group March 2012 - June 2013
The Carlyle Group March 2011 - February 2012
Howrey, LLP May 2009 - March 2011
Howrey LLP June 2005 - March 2011
Howrey LLP March 2004 - June 2005
Howrey LLP September 2002 - March 2004
Skills
Business Process, Business Analysis, Requirements Gathering, Visio, Integration, Software Documentation, IT Management, Requirements Analysis, SaaS, Enterprise Software, Scrum, ERP, Agile Project Management, SDLC, Workday, PowerPoint, MS Project, Team Leadership, Cross-functional Team..., Quality Assurance, SAP, Agile Methodologies, Requirement..., Documentations, Project Management, Requirements..., Training Documentation, Communication Skills, Onboarding, Budgets, Budget Process, Business Intelligence, HRIS, HRIS Database Management, EIB
Education
University of Denver 1998 — 2002
BA
Clayton High School 1994 — 1998
Allen Liou, CPA's The Carlyle Group Experience November 2011 - February 2013
Job Internal Auditor II Finance at Fannie Mae
Industry Financial Services
Experience
Fannie Mae April 2013 - Present
The Carlyle Group November 2011 - February 2013
Deloitte September 2010 - October 2011
Ernst & Young June 2009 - August 2009
Georgetown University July 2007 - August 2008
Washington Chinese News January 2006 - May 2006
Evergreen Settlement Company, Inc. June 2002 - August 2005
Skills
PowerPoint, Account Reconciliation, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's, Accounting and Finance
Fannie Mae April 2013 - Present
The Carlyle Group November 2011 - February 2013
Deloitte September 2010 - October 2011
Ernst & Young June 2009 - August 2009
Georgetown University July 2007 - August 2008
Washington Chinese News January 2006 - May 2006
Evergreen Settlement Company, Inc. June 2002 - August 2005
Skills
PowerPoint, Account Reconciliation, Accounting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor's, Accounting and Finance
Ben Kramer's The Carlyle Group Experience January 2011 - February 2012
Job CFO at Tenex Capital Management
Industry Venture Capital & Private Equity
Experience
Tenex Capital Management March 2013 - Present
Hale Capital Partners February 2012 - March 2013
The Carlyle Group January 2011 - February 2012
Aetos Capital August 2003 - January 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Investments, Financial Analysis, Investment Management, Equities, Financial Reporting, SEC filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelors of Science, Business Administration - Finance
Tenex Capital Management March 2013 - Present
Hale Capital Partners February 2012 - March 2013
The Carlyle Group January 2011 - February 2012
Aetos Capital August 2003 - January 2011
Skills
Private Equity, Alternative Investments, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Asset Managment, Corporate Finance, Investments, Financial Analysis, Investment Management, Equities, Financial Reporting, SEC filings
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
Masters, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
Bachelors of Science, Business Administration - Finance
Georgette Kiser Georgette Kiser's The Carlyle Group Experience 2015 - Present
Job Chief Information Officer (CIO) at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group 2015 - Present
T. Rowe Price 2012 - 2015
T. Rowe Price 2009 - 2012
T. Rowe Price 1999 - 2009
T. Rowe Price 1996 - 1999
United States Fidelity and Guaranteed (USF&G) Insurance Information Systems 1995 - 1996
Martin Marietta Management Data Systems 1993 - 1995
General Electric Military Data Systems Operations Aerospace Division 1989 - 1993
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science (B.S.), Mathematics and Computer Science
Villanova University 1990 — 1992
Master of Science (M.S.), Mathematics
University of Baltimore 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
The Carlyle Group 2015 - Present
T. Rowe Price 2012 - 2015
T. Rowe Price 2009 - 2012
T. Rowe Price 1999 - 2009
T. Rowe Price 1996 - 1999
United States Fidelity and Guaranteed (USF&G) Insurance Information Systems 1995 - 1996
Martin Marietta Management Data Systems 1993 - 1995
General Electric Military Data Systems Operations Aerospace Division 1989 - 1993
Education
University of Maryland College Park 1985 — 1989
Bachelor of Science (B.S.), Mathematics and Computer Science
Villanova University 1990 — 1992
Master of Science (M.S.), Mathematics
University of Baltimore 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandon Hedvat Brandon Hedvat's The Carlyle Group Experience July 2013 - Present
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group July 2013 - Present
Barclays July 2011 - July 2013
The Carlyle Group 2013 - 2013
Barclays Capital June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Spirus Group June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Fixed Income, Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Finance, Due Diligence, Leveraged Finance, Corporate Development, Emerging Markets
Education
University of Pennsylvania 2006 — 2011
Bachelor of Science (Engineering), Bachelor of Science (Econ.), Master's of Science (Engineering), Management and Technology (Systems Engineering; Finance; Operations and Information Management)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance; Operations and Information Management
Newark Academy
The Carlyle Group July 2013 - Present
Barclays July 2011 - July 2013
The Carlyle Group 2013 - 2013
Barclays Capital June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
Spirus Group June 2008 - August 2008
Skills
Investment Banking, Financial Modeling, Valuation, Bloomberg, Equities, Hedge Funds, Fixed Income, Private Equity, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Finance, Due Diligence, Leveraged Finance, Corporate Development, Emerging Markets
Education
University of Pennsylvania 2006 — 2011
Bachelor of Science (Engineering), Bachelor of Science (Econ.), Master's of Science (Engineering), Management and Technology (Systems Engineering; Finance; Operations and Information Management)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance; Operations and Information Management
Newark Academy
Nick Cordell's The Carlyle Group Experience 2013 - 2014
Job Counsel at Mutual Fund Directors Forum
Industry Law Practice
Experience
Mutual Fund Directors Forum 2014 - Present
The Carlyle Group 2013 - 2014
FINRA 2011 - 2013
Skills
Legal Writing, Legal Research, Research, Web Development, Programming, Corporate Law, Analysis, Securities Regulation, Litigation, FINRA, Policy, Securities Litigation, Securities, Courts, Public Speaking, Corporate Governance, Social Media
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D., cum laude
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science, French
Mutual Fund Directors Forum 2014 - Present
The Carlyle Group 2013 - 2014
FINRA 2011 - 2013
Skills
Legal Writing, Legal Research, Research, Web Development, Programming, Corporate Law, Analysis, Securities Regulation, Litigation, FINRA, Policy, Securities Litigation, Securities, Courts, Public Speaking, Corporate Governance, Social Media
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2008 — 2011
J.D., cum laude
University of North Carolina at Chapel Hill 2003 — 2007
BA, Political Science, French
Elizabeth Epstein Elizabeth Epstein's The Carlyle Group Experience July 2011 - Present
Job Manager at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group July 2011 - Present
PricewaterhouseCoopers January 2010 - June 2011
Wells Fargo Advisors May 2008 - December 2009
PricewaterhouseCoopers January 2009 - March 2009
BB&T June 2005 - April 2008
Skills
Investments
Education
Wake Forest University 2008 — 2009
Master of Science, Accountancy
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science, Business Administration
The Carlyle Group July 2011 - Present
PricewaterhouseCoopers January 2010 - June 2011
Wells Fargo Advisors May 2008 - December 2009
PricewaterhouseCoopers January 2009 - March 2009
BB&T June 2005 - April 2008
Skills
Investments
Education
Wake Forest University 2008 — 2009
Master of Science, Accountancy
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science, Business Administration
Heather Berres's The Carlyle Group Experience March 2004 - May 2007
Job Vice President at Bank of America
Industry Banking
Experience
Bank of America July 2012 - Present
Bank of America October 2008 - July 2012
Tempur-Pedic 2007 - 2008
The Carlyle Group March 2004 - May 2007
UBS September 2002 - March 2004
Education
University of Kentucky 2007 — 2008
MBA, New Product Development, Supply Chain Management, Mergers & Acquisitions
University of Georgia - Terry College of Business 1998 — 2002
BBA, International Business/Finance, Spanish Minor
Bank of America July 2012 - Present
Bank of America October 2008 - July 2012
Tempur-Pedic 2007 - 2008
The Carlyle Group March 2004 - May 2007
UBS September 2002 - March 2004
Education
University of Kentucky 2007 — 2008
MBA, New Product Development, Supply Chain Management, Mergers & Acquisitions
University of Georgia - Terry College of Business 1998 — 2002
BBA, International Business/Finance, Spanish Minor
Heather Stanley Heather Stanley's The Carlyle Group Experience November 2010 - May 2011
Job Finance Manager, Global Corporate Revenue
Industry Accounting
Experience
Cisco January 2015 - Present
Cisco 2014 - 2015
Extreme Networks October 2013 - December 2014
Venture Back Office October 2012 - July 2013
The American Academy of Otolaryngology May 2011 - August 2012
The Carlyle Group November 2010 - May 2011
Ernst & Young October 2008 - October 2010
University of Virginia August 2007 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Auditing, Non-profits, Microsoft Excel, Sarbanes-Oxley Act, Budget, PowerPoint, Financial Accounting, Microsoft Word, Budgets, GAAP, General Ledger, Account Reconciliation, Nonprofits, Revenue Recognition, Finance
Education
University of Virginia 2007 — 2008
Master of Science, Accounting
University of North Carolina at Wilmington 2004 — 2007
BS Business Administration, Accounting
Cisco January 2015 - Present
Cisco 2014 - 2015
Extreme Networks October 2013 - December 2014
Venture Back Office October 2012 - July 2013
The American Academy of Otolaryngology May 2011 - August 2012
The Carlyle Group November 2010 - May 2011
Ernst & Young October 2008 - October 2010
University of Virginia August 2007 - September 2008
Grant Thornton LLP June 2007 - August 2007
Skills
Accounting, Financial Reporting, Financial Analysis, Internal Controls, Auditing, Non-profits, Microsoft Excel, Sarbanes-Oxley Act, Budget, PowerPoint, Financial Accounting, Microsoft Word, Budgets, GAAP, General Ledger, Account Reconciliation, Nonprofits, Revenue Recognition, Finance
Education
University of Virginia 2007 — 2008
Master of Science, Accounting
University of North Carolina at Wilmington 2004 — 2007
BS Business Administration, Accounting
Addison Amer Addison Amer's The Carlyle Group Experience July 2011 - July 2013
Job Associate, Distressed and Special Situations
Industry Venture Capital & Private Equity
Experience
Bank of America Merrill Lynch July 2015 - Present
The Carlyle Group July 2011 - July 2013
Jefferies & Company July 2008 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Certificate of Law
University of Michigan 2004 — 2008
BBA & BFA, Business, Finance, Music
Bank of America Merrill Lynch July 2015 - Present
The Carlyle Group July 2011 - July 2013
Jefferies & Company July 2008 - June 2011
Education
University of Pennsylvania - The Wharton School 2013 — 2015
MBA, Certificate of Law
University of Michigan 2004 — 2008
BBA & BFA, Business, Finance, Music
Armando Elliott Armando Elliott's The Carlyle Group Experience March 2010 - July 2010
Job Network Engineer
Industry Information Technology and Services
Experience
Alexant Systems Corporation September 2013 - Present
The Cato Institute June 2013 - September 2013
Metalogix Software March 2013 - June 2013
The Pan American Health Organization November 2011 - March 2012
The Inter-American Development Bank April 2011 - September 2011
The Carlyle Group March 2010 - July 2010
National Labor Relations Board January 2010 - March 2010
General Dynamics at the Federal EnergyRegulatory Commission January 2009 - June 2009
Urban Solar Solutions June 2008 - September 2008
Skills
Active Directory, Servers, Security, Networking, Network Security, SharePoint, Microsoft SQL Server, Windows deployment..., Troubleshooting, SCCM, ITIL, Blackberry Enterprise..., Hardware, Group Policy, Laptops, Help Desk Support, Routers, Blackberry, Windows, Office 365, Windows 7, XP, Microsoft Technologies, Technical Support
Education
University of Colorado at Boulder
Psychology, Psychology
US Navy Electronics Technician School
Computer Technology/Computer Systems Technology, A
Edmund Burke 1994 — 1999
3.65 UnWeighted
Alexant Systems Corporation September 2013 - Present
The Cato Institute June 2013 - September 2013
Metalogix Software March 2013 - June 2013
The Pan American Health Organization November 2011 - March 2012
The Inter-American Development Bank April 2011 - September 2011
The Carlyle Group March 2010 - July 2010
National Labor Relations Board January 2010 - March 2010
General Dynamics at the Federal EnergyRegulatory Commission January 2009 - June 2009
Urban Solar Solutions June 2008 - September 2008
Skills
Active Directory, Servers, Security, Networking, Network Security, SharePoint, Microsoft SQL Server, Windows deployment..., Troubleshooting, SCCM, ITIL, Blackberry Enterprise..., Hardware, Group Policy, Laptops, Help Desk Support, Routers, Blackberry, Windows, Office 365, Windows 7, XP, Microsoft Technologies, Technical Support
Education
University of Colorado at Boulder
Psychology, Psychology
US Navy Electronics Technician School
Computer Technology/Computer Systems Technology, A
Edmund Burke 1994 — 1999
3.65 UnWeighted
Carolyn C. Lang Carolyn C. Lang's The Carlyle Group Experience January 2014 - Present
Job Associate Vice President at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group January 2014 - Present
Web.com November 2010 - December 2013
PSS World Medical, Inc 2005 - 2007
Rohm and Haas Company 1989 - 1997
Arthur Andersen & Co 1984 - 1989
Arthur Andersen & Co 1983 - 1984
Skills
ASC 740 /FAS 109, Federal Tax, State Taxation, Income Tax, Canada HST, VAT in EU, Sales and Use Tax, Tax Compliance, Tax Research, Financial Reporting, Tax, General Ledger, Internal Controls, CPA, SEC filings, Tax Preparation, Accounting, Corporate Tax, Tax Accounting, US Tax, Tax Returns, Sarbanes-Oxley Act, US GAAP, International Tax, FIN 48, FAS 5, GAAP, Sales Tax, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 1978 — 1982
BBA, Accountancy, High Honors
University of North Florida 2007 — 2009
Master of Accountancy, MAcc; Tax
The Carlyle Group January 2014 - Present
Web.com November 2010 - December 2013
PSS World Medical, Inc 2005 - 2007
Rohm and Haas Company 1989 - 1997
Arthur Andersen & Co 1984 - 1989
Arthur Andersen & Co 1983 - 1984
Skills
ASC 740 /FAS 109, Federal Tax, State Taxation, Income Tax, Canada HST, VAT in EU, Sales and Use Tax, Tax Compliance, Tax Research, Financial Reporting, Tax, General Ledger, Internal Controls, CPA, SEC filings, Tax Preparation, Accounting, Corporate Tax, Tax Accounting, US Tax, Tax Returns, Sarbanes-Oxley Act, US GAAP, International Tax, FIN 48, FAS 5, GAAP, Sales Tax, Financial Accounting
Education
University of Notre Dame - Mendoza College of Business 1978 — 1982
BBA, Accountancy, High Honors
University of North Florida 2007 — 2009
Master of Accountancy, MAcc; Tax
Boucicaut Yvans's The Carlyle Group Experience August 2011 - Present
Job Senior Application Support Engineer at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
The Carlyle Group August 2011 - Present
Freddie Mac 2013 - 2014
AllianceBernstein January 2008 - March 2011
Bank of New York Mellon January 2007 - December 2007
Credit Suisse September 2004 - November 2006
Citigroup Global Asset Management July 2002 - July 2003
Salomon Brothers Asset Managament October 2000 - July 2002
Skills
Fixed Income, Equities, Business Analysis, Portfolio Management, SQL, User Acceptance Testing, Project Management, Asset Managment, Asset Management, Financial Services, Trading, Securities, Derivatives, Hedge Funds, Bloomberg
Education
Towson University 1995 — 2000
BS, Business Management
Michelle Walter Michelle Walter's The Carlyle Group Experience November 2010 - Present
Job
Industry Information Technology and Services
Experience
The Carlyle Group November 2010 - Present
Fannie Mae July 2007 - November 2010
Fannie Mae April 2006 - July 2007
PricewaterhouseCoopers, LLP October 2003 - April 2006
Dentsply International, Inc July 2002 - October 2003
Arthur Andersen LLP February 2001 - May 2002
The Review 1997 - 2000
Skills
Sarbanes-Oxley Act, Hyperion HFM, Hyperion Reports, Design & Implementation..., Process Improvement, Systems Analysis, XBRL, Internal Financial..., Information System Audit, Internal Audit, Information Systems..., Finance, Financial Accounting, Business Process, Variance Analysis, CPA, Accounting
Education
University of Delaware 1996 — 2000
BS, Accounting
The Carlyle Group November 2010 - Present
Fannie Mae July 2007 - November 2010
Fannie Mae April 2006 - July 2007
PricewaterhouseCoopers, LLP October 2003 - April 2006
Dentsply International, Inc July 2002 - October 2003
Arthur Andersen LLP February 2001 - May 2002
The Review 1997 - 2000
Skills
Sarbanes-Oxley Act, Hyperion HFM, Hyperion Reports, Design & Implementation..., Process Improvement, Systems Analysis, XBRL, Internal Financial..., Information System Audit, Internal Audit, Information Systems..., Finance, Financial Accounting, Business Process, Variance Analysis, CPA, Accounting
Education
University of Delaware 1996 — 2000
BS, Accounting
Robert Kelly's The Carlyle Group Experience July 2010 - March 2015
Job Private Equity Real Estate Capital Advisory Consultant
Industry Commercial Real Estate
Experience
KB Real Estate Advisors, LLC April 2015 - Present
The Carlyle Group July 2010 - March 2015
PRP Real Estate Investment Management September 2008 - July 2010
Wachovia Bank August 2005 - September 2008
Allied Capital Corporation August 1999 - July 2005
Criimi Mae Services April 1997 - August 1999
The Patrician Financial Company May 1995 - April 1997
Skills
Due Diligence, Valuation, Investments, Credit, Asset Management, Loans, Real Estate, Portfolio Management, Finance, Financial Analysis, Real Estate Development, Structured Finance, Disposition, Commercial Real Estate, Mergers & Acquisitions, Real Estate Transactions, Dispositions
Education
The Wharton School - University of Shopping Centers
University of Mary Washington 1989 — 1993
BS, Business Administration
Mount Vernon High School
KB Real Estate Advisors, LLC April 2015 - Present
The Carlyle Group July 2010 - March 2015
PRP Real Estate Investment Management September 2008 - July 2010
Wachovia Bank August 2005 - September 2008
Allied Capital Corporation August 1999 - July 2005
Criimi Mae Services April 1997 - August 1999
The Patrician Financial Company May 1995 - April 1997
Skills
Due Diligence, Valuation, Investments, Credit, Asset Management, Loans, Real Estate, Portfolio Management, Finance, Financial Analysis, Real Estate Development, Structured Finance, Disposition, Commercial Real Estate, Mergers & Acquisitions, Real Estate Transactions, Dispositions
Education
The Wharton School - University of Shopping Centers
University of Mary Washington 1989 — 1993
BS, Business Administration
Mount Vernon High School
Yuki Nakazato's The Carlyle Group Experience August 2014 - August 2014
Job Senior Financial Analyst at Amazon HQ
Industry Information Technology and Services
Experience
Passport Capital October 2014 - December 2014
The Carlyle Group August 2014 - August 2014
Passport Capital May 2014 - July 2014
The Carlyle Group September 2010 - August 2013
Merrill Lynch August 2010 - September 2010
Merrill Lynch April 2007 - August 2010
A.T. Kearney March 2006 - March 2006
Roland Berger Strategy Consultants March 2006 - March 2006
Merrill Lynch January 2006 - January 2006
The Boston Consulting Group December 2005 - December 2005
Skills
Corporate Finance, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investment Advisory, Project Management, Business Analysis, LBO, Financial Structuring, M&A execution, M&A experience, Equities, Design Thinking, Innovation Development, Innovation Consulting, Hedge Funds, International Business, SQL
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (M.B.A.)
東京大学 / The University of Tokyo 2003 — 2007
Public Low, Bachelor of Laws (LL.B.)
Passport Capital October 2014 - December 2014
The Carlyle Group August 2014 - August 2014
Passport Capital May 2014 - July 2014
The Carlyle Group September 2010 - August 2013
Merrill Lynch August 2010 - September 2010
Merrill Lynch April 2007 - August 2010
A.T. Kearney March 2006 - March 2006
Roland Berger Strategy Consultants March 2006 - March 2006
Merrill Lynch January 2006 - January 2006
The Boston Consulting Group December 2005 - December 2005
Skills
Corporate Finance, Private Equity, Financial Analysis, Financial Modeling, Due Diligence, Valuation, Investment Advisory, Project Management, Business Analysis, LBO, Financial Structuring, M&A execution, M&A experience, Equities, Design Thinking, Innovation Development, Innovation Consulting, Hedge Funds, International Business, SQL
Education
Haas School of Business, UC Berkeley 2013 — 2015
Master of Business Administration (M.B.A.)
東京大学 / The University of Tokyo 2003 — 2007
Public Low, Bachelor of Laws (LL.B.)
Jessica Wilmer's The Carlyle Group Experience December 2014 - Present
Job Assistant, Tax at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2014 - Present
Staged Right Productions September 2012 - October 2014
Starbucks March 2012 - September 2012
Maxim Healthcare Services September 2011 - February 2012
Skills
Project Management, Account Management, Sales, Office Management, Operations Management, Customer Service, Event Planning, Corporate Events, Event Management, Administrative Support, Invoicing, Budget Development, Payroll, Meeting Planning, Social Networking, Social Media, Public Relations, Marketing, Time Management, Editing, Facebook, Live Events, QuickBooks, Microsoft Office, C-level support, Confidentiality, Research, Process Management, Process Implementation, Process Improvement
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (B.A.), United States History
The Carlyle Group December 2014 - Present
Staged Right Productions September 2012 - October 2014
Starbucks March 2012 - September 2012
Maxim Healthcare Services September 2011 - February 2012
Skills
Project Management, Account Management, Sales, Office Management, Operations Management, Customer Service, Event Planning, Corporate Events, Event Management, Administrative Support, Invoicing, Budget Development, Payroll, Meeting Planning, Social Networking, Social Media, Public Relations, Marketing, Time Management, Editing, Facebook, Live Events, QuickBooks, Microsoft Office, C-level support, Confidentiality, Research, Process Management, Process Implementation, Process Improvement
Education
University of Maryland College Park 2008 — 2011
Bachelor of Arts (B.A.), United States History
Julian Bateman's The Carlyle Group Experience June 2015 - Present
Job Senior Internal Auditor
Industry Financial Services
Experience
The Carlyle Group June 2015 - Present
Fannie Mae July 2012 - June 2015
University of Maryland August 2010 - September 2012
Fannie Mae June 2011 - August 2011
Primex Mortgage Corporation January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media, Auditing, Internal Audit, Accounting, Research, Data Analysis, Risk Management, PowerPoint, Financial Analysis, Analysis, Financial Reporting, Finance, Outlook, TeamMate, Operational Risk, Access, Software Documentation, Internal Controls, Management, Enterprise Risk..., Risk Assessment, Control Testing, Seibel, Business Process..., Sarbanes-Oxley Act, Process Improvement, Financial Risk
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance & English, 3.36
The Carlyle Group June 2015 - Present
Fannie Mae July 2012 - June 2015
University of Maryland August 2010 - September 2012
Fannie Mae June 2011 - August 2011
Primex Mortgage Corporation January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Social Media, Auditing, Internal Audit, Accounting, Research, Data Analysis, Risk Management, PowerPoint, Financial Analysis, Analysis, Financial Reporting, Finance, Outlook, TeamMate, Operational Risk, Access, Software Documentation, Internal Controls, Management, Enterprise Risk..., Risk Assessment, Control Testing, Seibel, Business Process..., Sarbanes-Oxley Act, Process Improvement, Financial Risk
Education
University of Maryland College Park 2008 — 2012
Bachelor of Science, Finance & English, 3.36
Paul Szigetvari, CFA Paul Szigetvari, CFA's The Carlyle Group Experience October 2011 - May 2013
Job Vice President at L3 Capital
Industry Real Estate
Experience
L3 Capital January 2015 - Present
L3 Capital May 2013 - December 2014
The Carlyle Group October 2011 - May 2013
Lillibridge Healthcare Services April 2008 - October 2011
Marsh & McLennan Companies, Inc. August 2007 - April 2008
Education
University of Iowa 2004 — 2007
B.B.A., Finance
Adlai E. Stevenson High School 1999 — 2003
L3 Capital January 2015 - Present
L3 Capital May 2013 - December 2014
The Carlyle Group October 2011 - May 2013
Lillibridge Healthcare Services April 2008 - October 2011
Marsh & McLennan Companies, Inc. August 2007 - April 2008
Education
University of Iowa 2004 — 2007
B.B.A., Finance
Adlai E. Stevenson High School 1999 — 2003
Anant Kotak, CPA's The Carlyle Group Experience March 2014 - Present
Job Senior Tax Associate at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group March 2014 - Present
Ernst & Young July 2011 - February 2014
Ernst & Young June 2010 - August 2010
Population Services International June 2009 - August 2009
Netcentric Financial Markets Laboratory September 2008 - May 2009
Skills
Auditing, Budgets, Tax, Analysis, Financial Analysis, Training, Accounting, Finance, Financial Reporting, Time Management, Accounts Payable, Accounts Receivable, Banking
Education
University of Maryland College Park 2007 — 2011
B.S. Accounting, B.S. Finance, Accounting, Finance, Economics
The Carlyle Group March 2014 - Present
Ernst & Young July 2011 - February 2014
Ernst & Young June 2010 - August 2010
Population Services International June 2009 - August 2009
Netcentric Financial Markets Laboratory September 2008 - May 2009
Skills
Auditing, Budgets, Tax, Analysis, Financial Analysis, Training, Accounting, Finance, Financial Reporting, Time Management, Accounts Payable, Accounts Receivable, Banking
Education
University of Maryland College Park 2007 — 2011
B.S. Accounting, B.S. Finance, Accounting, Finance, Economics
Marla Kowalski Knapp Marla Kowalski Knapp's The Carlyle Group Experience April 1999 - July 2000
Job Senior Director of Partnership Marketing at Volta Industries
Industry Sports
Experience
Volta Industries March 2015 - Present
Independent Contractor March 2014 - February 2015
Visa May 2006 - October 2013
Infineon Raceway - SMI June 2001 - April 2006
E*TRADE FINANCIAL 2002 - 2003
Global Inventures, OSGi 2001 - 2002
Microsoft July 2000 - June 2001
The Carlyle Group April 1999 - July 2000
U.S. House of Representatives - Congressman Cal Dooley June 1997 - June 1999
Skills
Branding & Identity, NASCAR, Sponsorship, Sports, Entertainment, Trade Shows, Sports Marketing, Marketing Communications, Event Based Marketing, Corporate Event Planner, Entertainment liaison, Branding and Identity, Advertising (Print,..., Hispanic marketer, Web Marketing, Digital Marketing, Brand Architecture, Customer Acquisition, Integrated Marketing, Brand Management, Email Marketing, Sponsorship Activation, Online Advertising, Advertising, Digital Strategy, Marketing Strategy, Online Marketing, Media Relations, Fundraising, Market Planning, E-commerce, Budgets, Event Planning, Multi-channel Marketing, B2B Marketing, Brand Development, Relationship Marketing, Product Launch, Marketing Research, International Marketing, Partnership Marketing, Social Media, Product Marketing, Strategic Partnerships, Leadership, Program Management, Marketing, Interactive Marketing, Media Planning, Digital Media
Education
University of California, Davis 1993 — 1997
Bachelors of Arts, History and Spanish, 3.4
Universidad Complutense de Madrid 1991 — 1991
Honors Language Program, Spanish Language and Literature, 3.5
C.E.P.E. (Universidad de Guadalajara),
Spanish Honors Univeristy Classes in high school, Spanish Language and Literature, 3.8
Volta Industries March 2015 - Present
Independent Contractor March 2014 - February 2015
Visa May 2006 - October 2013
Infineon Raceway - SMI June 2001 - April 2006
E*TRADE FINANCIAL 2002 - 2003
Global Inventures, OSGi 2001 - 2002
Microsoft July 2000 - June 2001
The Carlyle Group April 1999 - July 2000
U.S. House of Representatives - Congressman Cal Dooley June 1997 - June 1999
Skills
Branding & Identity, NASCAR, Sponsorship, Sports, Entertainment, Trade Shows, Sports Marketing, Marketing Communications, Event Based Marketing, Corporate Event Planner, Entertainment liaison, Branding and Identity, Advertising (Print,..., Hispanic marketer, Web Marketing, Digital Marketing, Brand Architecture, Customer Acquisition, Integrated Marketing, Brand Management, Email Marketing, Sponsorship Activation, Online Advertising, Advertising, Digital Strategy, Marketing Strategy, Online Marketing, Media Relations, Fundraising, Market Planning, E-commerce, Budgets, Event Planning, Multi-channel Marketing, B2B Marketing, Brand Development, Relationship Marketing, Product Launch, Marketing Research, International Marketing, Partnership Marketing, Social Media, Product Marketing, Strategic Partnerships, Leadership, Program Management, Marketing, Interactive Marketing, Media Planning, Digital Media
Education
University of California, Davis 1993 — 1997
Bachelors of Arts, History and Spanish, 3.4
Universidad Complutense de Madrid 1991 — 1991
Honors Language Program, Spanish Language and Literature, 3.5
C.E.P.E. (Universidad de Guadalajara),
Spanish Honors Univeristy Classes in high school, Spanish Language and Literature, 3.8
Jonathan Seidman's The Carlyle Group Experience December 2014 - Present
Job Principal, The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2014 - Present
Morgan Stanley Alternative Investment Partners May 2012 - December 2014
Allianz Global Investors April 2007 - April 2012
Systematic Financial Management March 2001 - April 2007
Education
University of Florida - Warrington College Of Business 1992 — 1996
BS, Finance, General
The Carlyle Group December 2014 - Present
Morgan Stanley Alternative Investment Partners May 2012 - December 2014
Allianz Global Investors April 2007 - April 2012
Systematic Financial Management March 2001 - April 2007
Education
University of Florida - Warrington College Of Business 1992 — 1996
BS, Finance, General
Meredith Sherritt's The Carlyle Group Experience May 2011 - March 2013
Job Executive Assistant / Research Coordinator
Industry Financial Services
Experience
The Blackstone Group October 2013 - Present
The Carlyle Group May 2011 - March 2013
Lamey Law Firm December 2006 - May 2011
Skills
PowerPoint, Marketing Communications, Editing, Proofreading, Microsoft Office, Social Media, Research, Legal Research, Microsoft Excel, Finance, Equity Research, Clinical Research, Human Resources, Interviews, Assisting Executives, Travel Arrangements, Travel Management, Heavy Calendaring, Executive Calendar..., Executive Support, RFP, RFI, Event Planning, Event Management, Service Provider..., Service Providers, Contract Negotiation, Contract Management, Executive...
Education
University of Minnesota-Twin Cities 2006 — 2010
B.A., Psychology, 3.5
IES Abroad - Barcelona, Spain 2009 — 2009
Liberal Arts & Business Program, Completed coursework in history, art history, cross-cultural psychology and Spanish.
The Blackstone Group October 2013 - Present
The Carlyle Group May 2011 - March 2013
Lamey Law Firm December 2006 - May 2011
Skills
PowerPoint, Marketing Communications, Editing, Proofreading, Microsoft Office, Social Media, Research, Legal Research, Microsoft Excel, Finance, Equity Research, Clinical Research, Human Resources, Interviews, Assisting Executives, Travel Arrangements, Travel Management, Heavy Calendaring, Executive Calendar..., Executive Support, RFP, RFI, Event Planning, Event Management, Service Provider..., Service Providers, Contract Negotiation, Contract Management, Executive...
Education
University of Minnesota-Twin Cities 2006 — 2010
B.A., Psychology, 3.5
IES Abroad - Barcelona, Spain 2009 — 2009
Liberal Arts & Business Program, Completed coursework in history, art history, cross-cultural psychology and Spanish.
Jamie Jackson's The Carlyle Group Experience October 2008 - January 2009
Job Marketing and Communications Manager at CH2M
Industry Marketing and Advertising
Experience
CH2M June 2013 - Present
24 Hour Fitness July 2010 - Present
Raytheon Intelligence and Information Systems October 2010 - June 2013
HealthONE January 2009 - October 2010
The Carlyle Group October 2008 - January 2009
Fuller Real Estate May 2006 - August 2008
Skills
Communication, Writing, Marketing, Copy Editing, Public Relations, Leadership, Project Management, Creativity, Organization, Interpersonal..., Professional appearance..., Responsiveness, Time Management, Multi-tasked, Strategic Communications, Web Content, Editing, Advertising, Press Releases, Analysis, Social Networking, Management, Facebook, Communication Training, Public Speaking, SEO, Crisis Communications, Newsletters, Microsoft Office, Media Relations, Graphic Design, Training, Internal Communications, Event Planning, Blogging, Marketing Communications, Event Management, Social Media Marketing, Speech Writing, Community Development, Social Media, Trade Shows, Proposal Writing, PowerPoint, Content Management, Program Management, Copywriting, Email Marketing, Marketing Strategy, Web Content Management
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Marketing
University of Denver - Daniels College of Business 2006 — 2009
BSBA, Marketing
CH2M June 2013 - Present
24 Hour Fitness July 2010 - Present
Raytheon Intelligence and Information Systems October 2010 - June 2013
HealthONE January 2009 - October 2010
The Carlyle Group October 2008 - January 2009
Fuller Real Estate May 2006 - August 2008
Skills
Communication, Writing, Marketing, Copy Editing, Public Relations, Leadership, Project Management, Creativity, Organization, Interpersonal..., Professional appearance..., Responsiveness, Time Management, Multi-tasked, Strategic Communications, Web Content, Editing, Advertising, Press Releases, Analysis, Social Networking, Management, Facebook, Communication Training, Public Speaking, SEO, Crisis Communications, Newsletters, Microsoft Office, Media Relations, Graphic Design, Training, Internal Communications, Event Planning, Blogging, Marketing Communications, Event Management, Social Media Marketing, Speech Writing, Community Development, Social Media, Trade Shows, Proposal Writing, PowerPoint, Content Management, Program Management, Copywriting, Email Marketing, Marketing Strategy, Web Content Management
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Marketing
University of Denver - Daniels College of Business 2006 — 2009
BSBA, Marketing
Thuan Tran Thuan Tran's The Carlyle Group Experience September 2008 - October 2011
Job Server Operations Architect at AstraZeneca
Industry Information Technology and Services
Experience
AstraZeneca September 2014 - Present
MedImmune September 2011 - September 2014
The Carlyle Group September 2008 - October 2011
Design Data Systems, Inc August 2005 - September 2008
RSIS October 2004 - August 2005
Sunburst Hospitality 2002 - 2003
Skills
Service Delivery, IT Operations, Windows Server, Visio, Security+, VMware, Unix, Microsoft Exchange, Private Cloud, MCSE 2003, Active Directory, Data Center, Citrix, Virtualization, Vendor Management, IT Service Management, Servers, Disaster Recovery, VMware ESX, Network Security, Cisco Technologies, Enterprise Architecture, IT Management, ITIL, DNS, SharePoint, IT Strategy, Integration, System Administration, Information Technology, Infrastructure, Security, Cloud Computing, System Deployment, Technical Support, Solution Architecture, Hardware, Storage Area Networks, Troubleshooting, Microsoft Certified..., SAN
Education
University of Maryland College Park 1999 — 2003
BS, Information Systems
AstraZeneca September 2014 - Present
MedImmune September 2011 - September 2014
The Carlyle Group September 2008 - October 2011
Design Data Systems, Inc August 2005 - September 2008
RSIS October 2004 - August 2005
Sunburst Hospitality 2002 - 2003
Skills
Service Delivery, IT Operations, Windows Server, Visio, Security+, VMware, Unix, Microsoft Exchange, Private Cloud, MCSE 2003, Active Directory, Data Center, Citrix, Virtualization, Vendor Management, IT Service Management, Servers, Disaster Recovery, VMware ESX, Network Security, Cisco Technologies, Enterprise Architecture, IT Management, ITIL, DNS, SharePoint, IT Strategy, Integration, System Administration, Information Technology, Infrastructure, Security, Cloud Computing, System Deployment, Technical Support, Solution Architecture, Hardware, Storage Area Networks, Troubleshooting, Microsoft Certified..., SAN
Education
University of Maryland College Park 1999 — 2003
BS, Information Systems
Jon Vapsva, CFA Jon Vapsva, CFA's The Carlyle Group Experience February 2014 - Present
Job Manager, Investments at DGAM
Industry Investment Management
Experience
The Carlyle Group February 2014 - Present
DGAM / The Carlyle Group September 2010 - February 2014
DGAM / The Carlyle Group July 2007 - September 2010
Franklin Templeton Investments 2006 - 2007
National Book Service 2003 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Derivatives, Bloomberg, Equity Research, Investments, ETFs, Capital Markets, Asset Management, Investment Strategies, Fund Of Funds
Education
University of Guelph 1997 — 2002
Bachelor of Commerce (B.Com.), Economics
The Carlyle Group February 2014 - Present
DGAM / The Carlyle Group September 2010 - February 2014
DGAM / The Carlyle Group July 2007 - September 2010
Franklin Templeton Investments 2006 - 2007
National Book Service 2003 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Portfolio Management, Equities, Derivatives, Bloomberg, Equity Research, Investments, ETFs, Capital Markets, Asset Management, Investment Strategies, Fund Of Funds
Education
University of Guelph 1997 — 2002
Bachelor of Commerce (B.Com.), Economics
Robert de Veer's The Carlyle Group Experience September 2013 - Present
Job Senior Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group September 2013 - Present
AlpInvest Partners Inc. November 2010 - October 2013
AlpInvest Partners N.V. September 2008 - October 2010
De Nederlandsche Bank / Dutch Central Bank May 2008 - July 2008
AEGON Asset Management September 2007 - April 2008
Zanders February 2006 - September 2007
Skills
Portfolio Management, Valuation, Quantitative Finance, Econometrics, Risk Management, Private Equity, Asset Management
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
CAIA Association 2010 — 2010
Chartered Alternative Investment Analyst (CAIA)
Global Association of Risk Professionals (GARP) 2009 — 2009
Financial Risk Manager (FRM)
Tilburg University 2007 — 2008
MSc., Quantitative Finance & Actuarial Sciences
Tilburg University 2007 — 2008
MSc., Investment Analysis
Tilburg University 2004 — 2007
BSc., International Business
Tilburg University 2002 — 2007
BSc., Econometrics & OR
The Carlyle Group September 2013 - Present
AlpInvest Partners Inc. November 2010 - October 2013
AlpInvest Partners N.V. September 2008 - October 2010
De Nederlandsche Bank / Dutch Central Bank May 2008 - July 2008
AEGON Asset Management September 2007 - April 2008
Zanders February 2006 - September 2007
Skills
Portfolio Management, Valuation, Quantitative Finance, Econometrics, Risk Management, Private Equity, Asset Management
Education
SYMMYS 2012 — 2012
Advanced Risk and Portfolio Management
CFA Institute 2009 — 2011
Chartered Financial Analyst (CFA)
CAIA Association 2010 — 2010
Chartered Alternative Investment Analyst (CAIA)
Global Association of Risk Professionals (GARP) 2009 — 2009
Financial Risk Manager (FRM)
Tilburg University 2007 — 2008
MSc., Quantitative Finance & Actuarial Sciences
Tilburg University 2007 — 2008
MSc., Investment Analysis
Tilburg University 2004 — 2007
BSc., International Business
Tilburg University 2002 — 2007
BSc., Econometrics & OR
Emily Ruschau's The Carlyle Group Experience December 2011 - May 2013
Job Senior Tax Manager at Ellucian
Industry Information Technology and Services
Experience
Ellucian June 2013 - Present
The Carlyle Group December 2011 - May 2013
Bank of America July 2006 - November 2011
Grant Thornton LLP September 2003 - June 2006
Skills
Financial Reporting, ASC 740 Reporting, State and Local Tax..., State and Local Tax..., State and Local Tax..., Federal Income Tax..., Tax..., Tax Research, CPA, State Tax, Tax
Education
University of Dayton 1998 — 2003
MBA, Accounting
Ellucian June 2013 - Present
The Carlyle Group December 2011 - May 2013
Bank of America July 2006 - November 2011
Grant Thornton LLP September 2003 - June 2006
Skills
Financial Reporting, ASC 740 Reporting, State and Local Tax..., State and Local Tax..., State and Local Tax..., Federal Income Tax..., Tax..., Tax Research, CPA, State Tax, Tax
Education
University of Dayton 1998 — 2003
MBA, Accounting
Jason Dwight Chow Jason Dwight Chow's The Carlyle Group Experience 2013 - Present
Job Associate at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group 2013 - Present
AvalonBay Communities 2011 - 2013
Oaktree Capital Management 2010 - 2010
Endeavor 2008 - 2009
Goldman, Sachs & Co. 2006 - 2008
UBS Investment Bank 2005 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of California, Berkeley 2000 — 2005
B.S., Industrial Engineering and Operations Research
Lowell High School 1996 — 2000
The Carlyle Group 2013 - Present
AvalonBay Communities 2011 - 2013
Oaktree Capital Management 2010 - 2010
Endeavor 2008 - 2009
Goldman, Sachs & Co. 2006 - 2008
UBS Investment Bank 2005 - 2006
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Real Estate, Finance
University of California, Berkeley 2000 — 2005
B.S., Industrial Engineering and Operations Research
Lowell High School 1996 — 2000
Jessica Hoffman Brennan's The Carlyle Group Experience June 2011 - Present
Job Managing Director at The Carlyle Group
Industry Banking
Experience
The Carlyle Group June 2011 - Present
Credit Suisse November 1999 - June 2011
Bankers Trust June 1996 - October 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Literature and Economics
Brooklyn Technical High School 1989 — 1992
The Carlyle Group June 2011 - Present
Credit Suisse November 1999 - June 2011
Bankers Trust June 1996 - October 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
University of Michigan 1992 — 1996
BA, Literature and Economics
Brooklyn Technical High School 1989 — 1992
Gretchen Bernheim Gretchen Bernheim's The Carlyle Group Experience December 2013 - April 2015
Job Valuation Professional
Industry Financial Services
Experience
The Carlyle Group December 2013 - April 2015
Ernst & Young March 2012 - November 2013
Burr Pilger Mayer June 2009 - July 2011
McKesson 2008 - 2008
Morgan Stanley March 2006 - September 2007
Howard Rice October 2003 - February 2006
Bernheim & Hicks August 2000 - October 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Valuation, Financial Reporting, Private Equity, Finance, Mergers & Acquisitions, GAAP, Financial Accounting, US GAAP, Internal Controls
Education
University of California, Davis - Graduate School of Management 2007 — 2009
MBA, Finance & Accounting
University of California, Davis 1996 — 2000
BA, History, Political Science
The Carlyle Group December 2013 - April 2015
Ernst & Young March 2012 - November 2013
Burr Pilger Mayer June 2009 - July 2011
McKesson 2008 - 2008
Morgan Stanley March 2006 - September 2007
Howard Rice October 2003 - February 2006
Bernheim & Hicks August 2000 - October 2003
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Valuation, Financial Reporting, Private Equity, Finance, Mergers & Acquisitions, GAAP, Financial Accounting, US GAAP, Internal Controls
Education
University of California, Davis - Graduate School of Management 2007 — 2009
MBA, Finance & Accounting
University of California, Davis 1996 — 2000
BA, History, Political Science
Shawn Devilla Shawn Devilla's The Carlyle Group Experience August 2015 - Present
Job Private Equity Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group August 2015 - Present
The Carlyle Group July 2014 - August 2015
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Pathway Capital Management June 2010 - August 2010
Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Business
Cate School 2004 — 2008
High School
The Carlyle Group August 2015 - Present
The Carlyle Group July 2014 - August 2015
Credit Suisse July 2012 - July 2014
Credit Suisse June 2011 - August 2011
Pathway Capital Management June 2010 - August 2010
Skills
Investment Banking, Data Analysis, Bloomberg, Capital Markets, Equities, Financial Modeling, LBO, Valuation, Investments, Investment Research, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
BBA, Business
Cate School 2004 — 2008
High School
Jeremy Bailys Jeremy Bailys's The Carlyle Group Experience October 2014 - Present
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2010 - June 2013
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Equities, Finance, Fixed Income, Investments, Mergers, Portfolio Management, Private Equity, Series 7
Education
University of Florida 2006 — 2010
Bachelor's Degree, Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2010
Masters, Finance
The Carlyle Group October 2014 - Present
Wells Fargo Securities June 2013 - October 2014
Wells Fargo Securities June 2010 - June 2013
Skills
Financial Modeling, Valuation, Bloomberg, Capital Markets, Financial Analysis, Investment Banking, Corporate Finance, Due Diligence, Equities, Finance, Fixed Income, Investments, Mergers, Portfolio Management, Private Equity, Series 7
Education
University of Florida 2006 — 2010
Bachelor's Degree, Finance, General
University of Florida - Warrington College of Business Administration 2006 — 2010
Masters, Finance
Dan Oxman's The Carlyle Group Experience July 2002 - July 2005
Job Private Equity and Hedge Fund Senior Analyst at Jacobs Asset Management
Industry Venture Capital & Private Equity
Experience
Jacobs Asset Management July 2009 - Present
RBC Capital Markets July 2005 - April 2009
The Carlyle Group July 2002 - July 2005
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Investments, Management, Equities, Mergers, Asset Management, Alternative Investments, Bloomberg, Business Valuation, Capital, Corporate Development, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Equity Valuation, Equity Research, Financial Analysis, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, IPO, LBO, M&A experience, Mutual Funds, Portfolio Management, Restructuring, Structured Finance, Venture Capital, Capital Raising, Private Placements
Education
University of Maryland 1997 — 2001
BS, Finance & Accounting
Jacobs Asset Management July 2009 - Present
RBC Capital Markets July 2005 - April 2009
The Carlyle Group July 2002 - July 2005
Skills
Financial Modeling, Private Equity, Valuation, Investment Banking, Mergers & Acquisitions, Investments, Management, Equities, Mergers, Asset Management, Alternative Investments, Bloomberg, Business Valuation, Capital, Corporate Development, Corporate Finance, Due Diligence, Capital Markets, Emerging Markets, Equity Valuation, Equity Research, Financial Analysis, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, IPO, LBO, M&A experience, Mutual Funds, Portfolio Management, Restructuring, Structured Finance, Venture Capital, Capital Raising, Private Placements
Education
University of Maryland 1997 — 2001
BS, Finance & Accounting
Joe Hollmeyer Joe Hollmeyer's The Carlyle Group Experience 2010 - 2012
Job Associate, Real Estate Principal Investment Area (REPIA) at Goldman Sachs
Industry Real Estate
Experience
Goldman Sachs 2014 - Present
Brookfield Asset Management June 2013 - August 2013
The Carlyle Group 2010 - 2012
Greenspring Associates 2009 - 2010
NorthMarq Capital 2007 - 2009
Skills
Investments, Valuation, Private Equity, Due Diligence, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate & Finance
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Economics
Goldman Sachs 2014 - Present
Brookfield Asset Management June 2013 - August 2013
The Carlyle Group 2010 - 2012
Greenspring Associates 2009 - 2010
NorthMarq Capital 2007 - 2009
Skills
Investments, Valuation, Private Equity, Due Diligence, Financial Modeling
Education
Wharton School, University of Pennsylvania 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate & Finance
University of North Carolina at Chapel Hill 2003 — 2007
Bachelor of Arts (B.A.), Economics
Eric Slaim Eric Slaim's The Carlyle Group Experience July 2002 - July 2004
Job Founder, Hedge Fund Investor Network
Industry Financial Services
Experience
HFIN One March 2010 - Present
Hedge Fund Investor Network March 2009 - Present
Great Atlantic Capital Management May 2007 - December 2010
Ten-Sixty Asset Management May 2008 - October 2009
PRS Group July 2004 - December 2006
The Carlyle Group July 2002 - July 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Private Equity, Equities, Investments, Investment Banking, Fund Of Funds, Financial Modeling, Due Diligence, Valuation, Capital Markets, Corporate Finance, Information Technology, Information Management, Business Development, Marketing Communications, Website Development, Website Creation, Brand Developement, Brand Loyalty, Start-ups, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
HFIN One March 2010 - Present
Hedge Fund Investor Network March 2009 - Present
Great Atlantic Capital Management May 2007 - December 2010
Ten-Sixty Asset Management May 2008 - October 2009
PRS Group July 2004 - December 2006
The Carlyle Group July 2002 - July 2004
Salomon Smith Barney July 2000 - June 2002
Skills
Hedge Funds, Alternative Investments, Asset Managment, Private Equity, Equities, Investments, Investment Banking, Fund Of Funds, Financial Modeling, Due Diligence, Valuation, Capital Markets, Corporate Finance, Information Technology, Information Management, Business Development, Marketing Communications, Website Development, Website Creation, Brand Developement, Brand Loyalty, Start-ups, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2000
BBA, Finance and Accounting
Tim Liang Tim Liang's The Carlyle Group Experience May 2015 - Present
Job Staff Accountant at the Carlyle Group
Industry Accounting
Experience
The Carlyle Group May 2015 - Present
Northrop Grumman Corporation September 2013 - May 2015
Northrop Grumman Corporation January 2013 - September 2013
Northrop Grumman Corporation August 2012 - January 2013
Treasury Inspector General for Tax Administration June 2012 - August 2012
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Ten Ren's Tea Time June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (MS), Accounting and Business/Management
University of Maryland Baltimore County 2008 — 2012
B.S., Financial Economics
The Carlyle Group May 2015 - Present
Northrop Grumman Corporation September 2013 - May 2015
Northrop Grumman Corporation January 2013 - September 2013
Northrop Grumman Corporation August 2012 - January 2013
Treasury Inspector General for Tax Administration June 2012 - August 2012
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Merrill Lynch June 2010 - August 2010
Ten Ren's Tea Time June 2009 - August 2009
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2013
Master of Science (MS), Accounting and Business/Management
University of Maryland Baltimore County 2008 — 2012
B.S., Financial Economics
Elizabeth Golder Elizabeth Golder's The Carlyle Group Experience May 2001 - September 2007
Job Deputy Director at University of Colorado at Boulder
Industry Telecommunications
Experience
University of Colorado at Boulder September 2007 - Present
The Carlyle Group May 2001 - September 2007
The Aspen Institute June 1995 - May 2001
United States Senate April 1993 - June 1995
Skills
Public Speaking, Event Planning, Team Building, Non-profits, Higher Education, Administration, Recruiting, Nonprofits, Staff Development, Career Counseling, Community Outreach, Strategy, Program Management, Policy, Management, Leadership
Education
University of North Florida
B.A., Political Science
University of Colorado at Boulder September 2007 - Present
The Carlyle Group May 2001 - September 2007
The Aspen Institute June 1995 - May 2001
United States Senate April 1993 - June 1995
Skills
Public Speaking, Event Planning, Team Building, Non-profits, Higher Education, Administration, Recruiting, Nonprofits, Staff Development, Career Counseling, Community Outreach, Strategy, Program Management, Policy, Management, Leadership
Education
University of North Florida
B.A., Political Science
Jamie Bird Jamie Bird's The Carlyle Group Experience 2011 - 2013
Job Partner at Fortium Partners LP
Industry Information Technology and Services
Experience
Fortium Partners LP 2014 - Present
The Carlyle Group 2011 - 2013
Corporate Executive Board 2007 - 2011
Capital One 2003 - 2007
JPMorgan Chase 2000 - 2003
Fleet Boston 1998 - 2000
EDS - Electronic Data Systems 1985 - 1989
Skills
Management Consulting, Strategy, IT Strategy, Management, Leadership, Vendor Management, Program Management, Business Analysis, Strategic Partnerships, Business Strategy, Change Management, Enterprise Architecture, Business Process..., Start-ups, Product Management, Project Management, Business Intelligence, Governance, ITIL, IT Management, Strategic Planning, Risk Management, Operations Management, Agile Methodologies, Product Development, Security, Integration, Financial Services
Education
University of North Carolina at Chapel Hill 1980 — 1985
BS, Mathematical Sciences
Fortium Partners LP 2014 - Present
The Carlyle Group 2011 - 2013
Corporate Executive Board 2007 - 2011
Capital One 2003 - 2007
JPMorgan Chase 2000 - 2003
Fleet Boston 1998 - 2000
EDS - Electronic Data Systems 1985 - 1989
Skills
Management Consulting, Strategy, IT Strategy, Management, Leadership, Vendor Management, Program Management, Business Analysis, Strategic Partnerships, Business Strategy, Change Management, Enterprise Architecture, Business Process..., Start-ups, Product Management, Project Management, Business Intelligence, Governance, ITIL, IT Management, Strategic Planning, Risk Management, Operations Management, Agile Methodologies, Product Development, Security, Integration, Financial Services
Education
University of North Carolina at Chapel Hill 1980 — 1985
BS, Mathematical Sciences
Brad Clark Brad Clark's The Carlyle Group Experience October 2009 - June 2011
Job CFO & CCO at Five Points Capital (previously known as BB&T Capital Partners)
Industry Venture Capital & Private Equity
Experience
Five Points Capital July 2011 - Present
Clark Venture Group, LLC January 2007 - Present
The Carlyle Group October 2009 - June 2011
The Carlyle Group April 2006 - October 2009
Ernst & Young August 2004 - April 2006
The Aurora Funds June 2003 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting
University of North Carolina at Chapel Hill
Business Administration & Public Policy Analysis
Davie County High School
Five Points Capital July 2011 - Present
Clark Venture Group, LLC January 2007 - Present
The Carlyle Group October 2009 - June 2011
The Carlyle Group April 2006 - October 2009
Ernst & Young August 2004 - April 2006
The Aurora Funds June 2003 - September 2004
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Master of Accounting
University of North Carolina at Chapel Hill
Business Administration & Public Policy Analysis
Davie County High School
Jeremy Kaplan's The Carlyle Group Experience June 2013 - August 2013
Job Technology Consulting Senior Analyst
Industry Information Technology and Services
Experience
Accenture September 2014 - Present
The Carlyle Group June 2013 - August 2013
Gourmet Marketing May 2013 - June 2013
Camp Poyntelle/Lewis Village June 2011 - August 2012
Secrest Wardle April 2012 - June 2012
Viamedia June 2010 - August 2010
Skills
Microsoft Office, Java, SQL, Python, HTML, WordPress, Google Adwords, Fixed Income, Bonds, Management, Advertising
Education
University of Michigan 2010 — 2014
Bachelor's degree, Informatics
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Minor in Business
Wylie E. Groves High School 2006 — 2010
Accenture September 2014 - Present
The Carlyle Group June 2013 - August 2013
Gourmet Marketing May 2013 - June 2013
Camp Poyntelle/Lewis Village June 2011 - August 2012
Secrest Wardle April 2012 - June 2012
Viamedia June 2010 - August 2010
Skills
Microsoft Office, Java, SQL, Python, HTML, WordPress, Google Adwords, Fixed Income, Bonds, Management, Advertising
Education
University of Michigan 2010 — 2014
Bachelor's degree, Informatics
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
Minor in Business
Wylie E. Groves High School 2006 — 2010
Lawrence Writer's The Carlyle Group Experience March 2006 - March 2009
Job COO & CFO at Hillerich & Bradsby Co.
Industry Sporting Goods
Experience
Hillerich & Bradsby Co. November 2011 - August 2015
AlixPartners September 2009 - November 2011
The Carlyle Group March 2006 - March 2009
Goldman Sachs August 2003 - March 2006
Wells Fargo June 1997 - May 2001
Skills
Private Equity, Due Diligence, Restructuring, Investments, Divestitures, Capital Raises, Venture Capital, Corporate Finance, Business Strategy, Strategic Leadership, Corporate Development, Mergers & Acquisitions, Investment Banking, Management, Portfolio Management, Structured Finance, Financial Modeling, Finance
Education
University of Pennsylvania 2001 — 2003
MBA
University of Pennsylvania 2001 — 2003
MA
University of Washington 1992 — 1997
BA
University of Washington 1992 — 1997
BA
Hillerich & Bradsby Co. November 2011 - August 2015
AlixPartners September 2009 - November 2011
The Carlyle Group March 2006 - March 2009
Goldman Sachs August 2003 - March 2006
Wells Fargo June 1997 - May 2001
Skills
Private Equity, Due Diligence, Restructuring, Investments, Divestitures, Capital Raises, Venture Capital, Corporate Finance, Business Strategy, Strategic Leadership, Corporate Development, Mergers & Acquisitions, Investment Banking, Management, Portfolio Management, Structured Finance, Financial Modeling, Finance
Education
University of Pennsylvania 2001 — 2003
MBA
University of Pennsylvania 2001 — 2003
MA
University of Washington 1992 — 1997
BA
University of Washington 1992 — 1997
BA
Mark Tamburello Mark Tamburello's The Carlyle Group Experience November 2011 - Present
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group November 2011 - Present
Churchill Financial 2010 - 2011
Olympus Partners 2008 - 2010
Harris Williams & Co. 2006 - 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
The Carlyle Group November 2011 - Present
Churchill Financial 2010 - 2011
Olympus Partners 2008 - 2010
Harris Williams & Co. 2006 - 2008
Education
University of North Carolina at Chapel Hill 2002 — 2006
BS, Business Administration
Kimberly Kymm McCabe's The Carlyle Group Experience 2008 - 2008
Job CEO, ValueStorm Growth Partners
Industry Management Consulting
Experience
ValueStorm Growth Partners February 2015 - Present
Professional Services Council Executive Committee, TechAmerica, AFCEA, NCMA (BOA) 2013 - Present
Professional Services Council Executive Committee; 2013 - Present
ASI Government February 2011 - February 2015
Department of the Army August 2008 - February 2011
ICF International January 2007 - May 2008
The Carlyle Group 2008 - 2008
Advanced Performance Consulting Group, Inc (APCG) (Acq by ICF Intl) 2000 - 2007
Alliance for Converging Technologies (ACT)/Digital 4Sight 1999 - 2000
EDS 1994 - 1999
Skills
Military, Program Management, DoD, Management Consulting, Government Contracting, Change Management, Strategy, Process Improvement, Business Process..., Strategic Planning, Leadership, Team Building, Business Strategy, Army, Organizational..., Public Policy, Business Transformation, Fun, Innovation, Government, Risk Management, Governance, Analysis, Mergers, Leadership Development, Federal Government, Project Management, Consulting, Performance Improvement, Defense, Training, Organizational Design, Knowledge Management, Business Process..., Organizational..., Entrepreneurship, Business Analysis, Performance Management, Workshop Facilitation, National Security, Business Planning, Government Procurement, Start-ups, Organizational..., Business Development, Contract Management, Cross-functional Team..., Executive Management, IT Strategy, Integration
Education
University of Southern California 1992 — 1995
MPA, Emphasis in Strategy and Organizational Behavior
University of California, Santa Barbara 1987 — 1992
BA, Philosophy, Ethics and Public Policy
ValueStorm Growth Partners February 2015 - Present
Professional Services Council Executive Committee, TechAmerica, AFCEA, NCMA (BOA) 2013 - Present
Professional Services Council Executive Committee; 2013 - Present
ASI Government February 2011 - February 2015
Department of the Army August 2008 - February 2011
ICF International January 2007 - May 2008
The Carlyle Group 2008 - 2008
Advanced Performance Consulting Group, Inc (APCG) (Acq by ICF Intl) 2000 - 2007
Alliance for Converging Technologies (ACT)/Digital 4Sight 1999 - 2000
EDS 1994 - 1999
Skills
Military, Program Management, DoD, Management Consulting, Government Contracting, Change Management, Strategy, Process Improvement, Business Process..., Strategic Planning, Leadership, Team Building, Business Strategy, Army, Organizational..., Public Policy, Business Transformation, Fun, Innovation, Government, Risk Management, Governance, Analysis, Mergers, Leadership Development, Federal Government, Project Management, Consulting, Performance Improvement, Defense, Training, Organizational Design, Knowledge Management, Business Process..., Organizational..., Entrepreneurship, Business Analysis, Performance Management, Workshop Facilitation, National Security, Business Planning, Government Procurement, Start-ups, Organizational..., Business Development, Contract Management, Cross-functional Team..., Executive Management, IT Strategy, Integration
Education
University of Southern California 1992 — 1995
MPA, Emphasis in Strategy and Organizational Behavior
University of California, Santa Barbara 1987 — 1992
BA, Philosophy, Ethics and Public Policy
Windy Bond, CPA, MBA Windy Bond, CPA, MBA's The Carlyle Group Experience January 2015 - Present
Job Associate Vice President at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group January 2015 - Present
The Carlyle Group April 2012 - Present
Black Entertainment Television May 2011 - April 2012
Virtustream, Inc. November 2009 - May 2011
Travel Channel June 2008 - October 2009
Federal Realty Investment Trust June 2005 - June 2008
Criimi Mae 1998 - 2005
Skills
Accounting, Variance Analysis, Financial Reporting, Excel, Word, Budgeting, Accounts Payable, Audit, SOX, Mergers, Process Improvement, Internal Audit, Access, Financial Analysis, Internal Controls, Budgets, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Microsoft Word, Mergers & Acquisitions, Finance, Account Reconciliation, Payroll, General Ledger
Education
University of Maryland University College 2008 — 2010
MBA, Business
University of Maryland University College 1995 — 2008
BS, Accounting Major/Business Minor
The Carlyle Group January 2015 - Present
The Carlyle Group April 2012 - Present
Black Entertainment Television May 2011 - April 2012
Virtustream, Inc. November 2009 - May 2011
Travel Channel June 2008 - October 2009
Federal Realty Investment Trust June 2005 - June 2008
Criimi Mae 1998 - 2005
Skills
Accounting, Variance Analysis, Financial Reporting, Excel, Word, Budgeting, Accounts Payable, Audit, SOX, Mergers, Process Improvement, Internal Audit, Access, Financial Analysis, Internal Controls, Budgets, Microsoft Excel, Sarbanes-Oxley Act, Auditing, Microsoft Word, Mergers & Acquisitions, Finance, Account Reconciliation, Payroll, General Ledger
Education
University of Maryland University College 2008 — 2010
MBA, Business
University of Maryland University College 1995 — 2008
BS, Accounting Major/Business Minor
Frank Barbarino's The Carlyle Group Experience November 2012 - February 2014
Job Investment Strategist | Alternative Assets Due Diligence Professional | Private Investor
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Goldman Sachs June 2014 - Present
The Carlyle Group November 2012 - February 2014
NEPC June 2008 - November 2012
Fix Asset Management 2007 - 2007
Nationwide Financial 2002 - 2007
Morgan Stanley 1999 - 2001
Skills
Alternative Investments, Hedge Funds, Investments, Portfolio Management, Asset Management, Due Diligence, Strategy, Analysis, Management, Asset Allocation, Equities, Fixed Income, Private Equity, Asset Managment, Financial Markets, Finance, Institutional..., Long/Short Equity, Commodity, Investment Strategies, Bonds, Financial Modeling, Fund Of Funds, Wealth Management, Trading, Investment Advisory, Traders, Investment Management, Venture Capital, Investment Banking, Corporate Finance, Pension Funds, Securities, Series 7, Emerging Markets, Mutual Funds, Financial Services, Equity Research
Education
University of Rochester 2001 — 2003
MBA, Finance
Union College 1994 — 1998
BA, Economics and Music
Pierre Molster Pierre Molster's The Carlyle Group Experience June 2014 - Present
Job Associate U.S. Real Estate at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group June 2014 - Present
Duball, LLC December 2013 - May 2014
Duball, LLC June 2012 - December 2013
Grassy Creek, LLC June 2011 - August 2011
Destination Hotels & Resorts March 2010 - May 2011
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
The Carlyle Group June 2014 - Present
Duball, LLC December 2013 - May 2014
Duball, LLC June 2012 - December 2013
Grassy Creek, LLC June 2011 - August 2011
Destination Hotels & Resorts March 2010 - May 2011
Education
University of North Carolina at Chapel Hill 2008 — 2012
Bachelor of Arts (B.A.), Economics
Frank Yeary Frank Yeary's The Carlyle Group Experience June 1998 - March 2000
Job Investor Board Member Advisor
Industry Financial Services
Experience
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
PayPal July 2015 - Present
CamberView Partners July 2012 - Present
Intel Corporation March 2009 - Present
eBay Inc January 2015 - July 2015
Level Money, Inc. June 2012 - January 2015
UC Berkeley August 2008 - May 2012
Citigroup January 2001 - July 2008
The Carlyle Group June 1998 - March 2000
Salomon Brothers 1990 - 1998
Lehman Brothers 1984 - 1990
Education
University of California, Berkeley 1981 — 1985
BA, History and Economics
Bradford Boehm's The Carlyle Group Experience 2007 - 2013
Job Associate Vice President IT Information Security and Infrastructure Program Manager
Industry Information Technology and Services
Experience
Moody's Corporation 2013 - Present
The Carlyle Group 2007 - 2013
Unisys 2005 - 2007
National Wildlife Federation 1996 - 2005
Skills
Program Management, Project Management, MIS, Vendor Management, Enterprise Architecture, PMP, SDLC, Change Management, ITIL, SharePoint, IT Strategy, Strategic Planning, VMware Infrastructure, Cisco Technologies, Riverbed, Microsoft Exchange, Microsoft Office, Bit9, Mandiant, FireEye, CA Clarity, AgileVision, F5 BigIP, PeopleSoft, Salesforce.com, Data Center, Security, SaaS, Virtualization, Enterprise Software, Disaster Recovery, Cloud Computing, Outsourcing, Management, Leadership, Information Technology, Infrastructure, Integration, Networking, IT Management, Business Analysis, Analysis, Managed Services, Process Improvement
Education
Yale University 1992 — 1996
Master's degree
University of Notre Dame 1989 — 1992
BA, Economics, Ethics
Moody's Corporation 2013 - Present
The Carlyle Group 2007 - 2013
Unisys 2005 - 2007
National Wildlife Federation 1996 - 2005
Skills
Program Management, Project Management, MIS, Vendor Management, Enterprise Architecture, PMP, SDLC, Change Management, ITIL, SharePoint, IT Strategy, Strategic Planning, VMware Infrastructure, Cisco Technologies, Riverbed, Microsoft Exchange, Microsoft Office, Bit9, Mandiant, FireEye, CA Clarity, AgileVision, F5 BigIP, PeopleSoft, Salesforce.com, Data Center, Security, SaaS, Virtualization, Enterprise Software, Disaster Recovery, Cloud Computing, Outsourcing, Management, Leadership, Information Technology, Infrastructure, Integration, Networking, IT Management, Business Analysis, Analysis, Managed Services, Process Improvement
Education
Yale University 1992 — 1996
Master's degree
University of Notre Dame 1989 — 1992
BA, Economics, Ethics
Nina Dang's The Carlyle Group Experience April 2007 - June 2012
Job
Industry Information Technology and Services
Experience
T. Rowe Price June 2012 - November 2012
The Carlyle Group April 2007 - June 2012
Excella Consulting October 2002 - March 2007
Systems Analytics Inc. October 2001 - October 2002
Idea Integration May 1996 - June 2001
Deltek October 1995 - July 1996
Picture Network International January 1994 - September 1995
SRA International March 1991 - December 1994
Skills
Enterprise Architecture, IT Strategy, Agile Methodologies, Business Analysis, Software Engineering, Requirements Analysis, SQL, Strategic Planning, Enterprise Data Modeling, Data Integration, XML, Data Warehouse..., Data Analysis, Web Services, Master Data Management, Data Warehousing, Software Development, Oracle, Business Intelligence, ETL, Scrum, Microsoft SQL Server, SOA, Data Modeling, Business Objects, Data Architecture, Databases, Integration, Enterprise Software, Database Design, Agile Project Management, SharePoint
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.S.)
T. Rowe Price June 2012 - November 2012
The Carlyle Group April 2007 - June 2012
Excella Consulting October 2002 - March 2007
Systems Analytics Inc. October 2001 - October 2002
Idea Integration May 1996 - June 2001
Deltek October 1995 - July 1996
Picture Network International January 1994 - September 1995
SRA International March 1991 - December 1994
Skills
Enterprise Architecture, IT Strategy, Agile Methodologies, Business Analysis, Software Engineering, Requirements Analysis, SQL, Strategic Planning, Enterprise Data Modeling, Data Integration, XML, Data Warehouse..., Data Analysis, Web Services, Master Data Management, Data Warehousing, Software Development, Oracle, Business Intelligence, ETL, Scrum, Microsoft SQL Server, SOA, Data Modeling, Business Objects, Data Architecture, Databases, Integration, Enterprise Software, Database Design, Agile Project Management, SharePoint
Education
University of Maryland College Park 1986 — 1990
Bachelor of Science (B.S.)
Dale Song's The Carlyle Group Experience June 2013 - Present
Job AVP at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2013 - Present
Hilton Worldwide December 2010 - May 2013
AOL April 2009 - December 2010
AOL August 2007 - March 2009
BearingPoint November 2006 - August 2007
AOL February 2003 - November 2006
AOL 2001 - 2003
Computer Sciences Corporation 1999 - 2001
Andersen Consulting (Accenture) 1997 - 1999
Education
George Mason University - School of Business 2002 — 2005
MBA
United States Military Academy at West Point 1989 — 1993
BS
The Carlyle Group June 2013 - Present
Hilton Worldwide December 2010 - May 2013
AOL April 2009 - December 2010
AOL August 2007 - March 2009
BearingPoint November 2006 - August 2007
AOL February 2003 - November 2006
AOL 2001 - 2003
Computer Sciences Corporation 1999 - 2001
Andersen Consulting (Accenture) 1997 - 1999
Education
George Mason University - School of Business 2002 — 2005
MBA
United States Military Academy at West Point 1989 — 1993
BS
Evan Chowdhury's The Carlyle Group Experience 2008 - 2009
Job .Net, Sharepoint, Sitecore and Sencha Touch Consultant at Independent Contractor
Industry Computer Software
Experience
Independent Contractor March 2011 - Present
Smartronix 2015 - 2015
Smartronix 2015 - 2015
Smartronix 2015 - 2015
NVR 2011 - 2013
Excella Consulting July 2008 - March 2011
Excella Consulting 2008 - 2011
The Carlyle Group 2008 - 2009
SI International January 2008 - June 2008
NeuCo, Inc. 2007 - 2008
Skills
C#, Agile Methodologies, Software Development, Requirements Analysis, XML, Microsoft SQL Server, .NET, Enterprise Architecture, SQL, SDLC, Scrum, Software Design, Databases, SOA, Data Warehousing, Mobile Applications, SharePoint, ASP.NET MVC, ASP.NET, Software Engineering, Agile Project Management
Education
University of Maine 1998 — 2004
Master of Science (M.S.), Computer Software Engineering
Independent Contractor March 2011 - Present
Smartronix 2015 - 2015
Smartronix 2015 - 2015
Smartronix 2015 - 2015
NVR 2011 - 2013
Excella Consulting July 2008 - March 2011
Excella Consulting 2008 - 2011
The Carlyle Group 2008 - 2009
SI International January 2008 - June 2008
NeuCo, Inc. 2007 - 2008
Skills
C#, Agile Methodologies, Software Development, Requirements Analysis, XML, Microsoft SQL Server, .NET, Enterprise Architecture, SQL, SDLC, Scrum, Software Design, Databases, SOA, Data Warehousing, Mobile Applications, SharePoint, ASP.NET MVC, ASP.NET, Software Engineering, Agile Project Management
Education
University of Maine 1998 — 2004
Master of Science (M.S.), Computer Software Engineering
Samantha Kanczuker's The Carlyle Group Experience September 2011 - June 2013
Job Director of Multifamily Finance at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
The Carlyle Group September 2011 - June 2013
Fannie Mae 2005 - September 2011
BearingPoint 2001 - 2005
KPMG 1998 - 2001
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting
University of Maryland College Park
Fannie Mae June 2013 - Present
The Carlyle Group September 2011 - June 2013
Fannie Mae 2005 - September 2011
BearingPoint 2001 - 2005
KPMG 1998 - 2001
Education
University of Maryland - Robert H. Smith School of Business
BS, Accounting
University of Maryland College Park
Benjamin Eason's The Carlyle Group Experience November 2012 - Present
Job Chief Information Security Officer & Vice President at The Carlyle Group
Industry Management Consulting
Experience
The Carlyle Group November 2012 - Present
US Courts September 2010 - November 2012
Corporate Executive Board July 2006 - September 2010
Protiviti May 2005 - June 2006
Secure Resolution, LLC January 2003 - May 2005
Axonn LLC September 1999 - January 2003
Education
University of New Orleans 1997 — 2003
BS, Management
The Carlyle Group November 2012 - Present
US Courts September 2010 - November 2012
Corporate Executive Board July 2006 - September 2010
Protiviti May 2005 - June 2006
Secure Resolution, LLC January 2003 - May 2005
Axonn LLC September 1999 - January 2003
Education
University of New Orleans 1997 — 2003
BS, Management
Tenille Pham's The Carlyle Group Experience October 2004 - June 2007
Job Real Estate and Fundraising Professional
Industry Fund-Raising
Experience
Texas Pacific Group September 2011 - December 2012
Goldman Sachs June 2007 - September 2011
The Carlyle Group October 2004 - June 2007
Deloitte & Touche 2002 - 2004
Skills
Real Estate, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Capital Markets, Corporate Finance, Investor Relations, Acquisitions, Real Estate Financing, Risk Management, Marketing Strategy, Investment Properties, Financial Analysis, Investments
Education
Tulane University 1997 — 2001
Bachelor's degree, Finance and Accounting
Tulane University - A.B. Freeman School of Business 1997 — 2001
Texas Pacific Group September 2011 - December 2012
Goldman Sachs June 2007 - September 2011
The Carlyle Group October 2004 - June 2007
Deloitte & Touche 2002 - 2004
Skills
Real Estate, Private Equity, Valuation, Financial Modeling, Due Diligence, Investment Banking, Capital Markets, Corporate Finance, Investor Relations, Acquisitions, Real Estate Financing, Risk Management, Marketing Strategy, Investment Properties, Financial Analysis, Investments
Education
Tulane University 1997 — 2001
Bachelor's degree, Finance and Accounting
Tulane University - A.B. Freeman School of Business 1997 — 2001
Barb Perlman's The Carlyle Group Experience February 1997 - February 2006
Job President, Secretary, and Treasurer at DE Motek, Inc.
Industry Accounting
Experience
Various January 2008 - Present
DE Motek, Inc. 2008 - Present
The Carlyle Group February 1997 - February 2006
The Balcor Company 1984 - 1995
Skills
Accounting, Real Estate Economics, Financial Analysis, Tax, Due Diligence, Budgets, Asset Management
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Various January 2008 - Present
DE Motek, Inc. 2008 - Present
The Carlyle Group February 1997 - February 2006
The Balcor Company 1984 - 1995
Skills
Accounting, Real Estate Economics, Financial Analysis, Tax, Due Diligence, Budgets, Asset Management
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
Sayshu Medicherla's The Carlyle Group Experience July 2011 - July 2013
Job Analyst at Diker Management
Industry Financial Services
Experience
Diker Management November 2013 - Present
The Carlyle Group July 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Trident Micro Finance February 2009 - May 2009
Morgan Stanley June 2008 - August 2008
KNN Public Finance February 2008 - May 2008
University of California, Berkeley September 2006 - May 2008
Financial Technology Partners 2007 - 2007
Citigroup Smith Barney October 2006 - December 2006
Sperry Van Ness / Pinnacle Realty 2006 - 2006
Skills
Bloomberg, Financial Modeling, Investment Banking, Private Equity, LBO, Corporate Finance
Education
University of California, Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Diker Management November 2013 - Present
The Carlyle Group July 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Trident Micro Finance February 2009 - May 2009
Morgan Stanley June 2008 - August 2008
KNN Public Finance February 2008 - May 2008
University of California, Berkeley September 2006 - May 2008
Financial Technology Partners 2007 - 2007
Citigroup Smith Barney October 2006 - December 2006
Sperry Van Ness / Pinnacle Realty 2006 - 2006
Skills
Bloomberg, Financial Modeling, Investment Banking, Private Equity, LBO, Corporate Finance
Education
University of California, Berkeley 2005 — 2009
Bachelor of Science (BS), Business Administration
Nancy Palleschi's The Carlyle Group Experience July 2000 - Present
Job Managing Director, Global Conferences & Events at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2000 - Present
Personal Communications Industry Association (PCIA) 1990 - 2000
Skills
Private Equity, Strategic Planning, Mergers, Investments, Event Management, Event Planning, Due Diligence, Fundraising, Valuation, Business Strategy, Financial Analysis, Marketing, Marketing Communications, Portfolio Management, Venture Capital, Social Media, Budgets, Corporate Finance, Team Building, Digital Media, Mergers & Acquisitions, Strategy, Entrepreneurship
Education
University of Maryland College Park 1976 — 1980
Bachelor of Science
Walt Whitman High School
High School
The Carlyle Group July 2000 - Present
Personal Communications Industry Association (PCIA) 1990 - 2000
Skills
Private Equity, Strategic Planning, Mergers, Investments, Event Management, Event Planning, Due Diligence, Fundraising, Valuation, Business Strategy, Financial Analysis, Marketing, Marketing Communications, Portfolio Management, Venture Capital, Social Media, Budgets, Corporate Finance, Team Building, Digital Media, Mergers & Acquisitions, Strategy, Entrepreneurship
Education
University of Maryland College Park 1976 — 1980
Bachelor of Science
Walt Whitman High School
High School
Ben Corwin's The Carlyle Group Experience December 2004 - July 2005
Job Recruiting & Staffing Operations Manager at Denali Group
Industry Staffing and Recruiting
Experience
Denali Group July 2015 - Present
Teldar Group September 2010 - July 2015
blueprint-inc. December 2008 - September 2010
Career Forum July 2005 - December 2008
The Carlyle Group December 2004 - July 2005
DynaStaff June 1998 - December 2004
Skills
Executive Search, Permanent Placement, Supply Chain, Logistics, Search, Hiring, Sourcing, Technical Recruiting, Interviewing, Talent Acquisition, Cold Calling, Energy, Manufacturing, Construction, Temporary Staffing, Strategic Sourcing, Procurement, Sourcing & Procurement, Supply Chain Management, Recruitment/Retention, Talent Management, Materials Management, Management Consulting, Change Management, Operations Management, Strategic Planning, Strategy Development, Business Strategy, Performance Management, Contract Negotiation, Contract Management, Outsourcing, Full-cycle Recruiting, Benchmarking, Supply Chain..., Team Building, Recruitment Advertising, International Business, Process Improvement, Operational Excellence, BPO, Business Process..., Process Engineering, Organizational Design, Six Sigma, Performance Improvement, Contract Recruitment, Continuous Improvement, Acquisition Integration, Applicant Tracking...
Education
University of Michigan 1992 — 1996
B.A., Communications - Journalism
Denali Group July 2015 - Present
Teldar Group September 2010 - July 2015
blueprint-inc. December 2008 - September 2010
Career Forum July 2005 - December 2008
The Carlyle Group December 2004 - July 2005
DynaStaff June 1998 - December 2004
Skills
Executive Search, Permanent Placement, Supply Chain, Logistics, Search, Hiring, Sourcing, Technical Recruiting, Interviewing, Talent Acquisition, Cold Calling, Energy, Manufacturing, Construction, Temporary Staffing, Strategic Sourcing, Procurement, Sourcing & Procurement, Supply Chain Management, Recruitment/Retention, Talent Management, Materials Management, Management Consulting, Change Management, Operations Management, Strategic Planning, Strategy Development, Business Strategy, Performance Management, Contract Negotiation, Contract Management, Outsourcing, Full-cycle Recruiting, Benchmarking, Supply Chain..., Team Building, Recruitment Advertising, International Business, Process Improvement, Operational Excellence, BPO, Business Process..., Process Engineering, Organizational Design, Six Sigma, Performance Improvement, Contract Recruitment, Continuous Improvement, Acquisition Integration, Applicant Tracking...
Education
University of Michigan 1992 — 1996
B.A., Communications - Journalism
Ken Tidwell's The Carlyle Group Experience Managing DirectorCitigroup1999 - 2005
Job Managing Director at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group Managing DirectorCitigroup1999 - 2005
Citibank 1996 - 2005
Education
University of Alabama, Manderson Graduate School of Business 1984 — 1986
MBA, Finance, Legal Studies
University of Alabama 1981 — 1986
The Carlyle Group Managing DirectorCitigroup1999 - 2005
Citibank 1996 - 2005
Education
University of Alabama, Manderson Graduate School of Business 1984 — 1986
MBA, Finance, Legal Studies
University of Alabama 1981 — 1986
Christine Chatham's The Carlyle Group Experience June 2008 - Present
Job Manager at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2008 - Present
Alvarez and Marsal July 2005 - May 2008
Deloitte Tax July 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2002
The Carlyle Group June 2008 - Present
Alvarez and Marsal July 2005 - May 2008
Deloitte Tax July 2002 - July 2005
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1996 — 2002
Will Cimino's The Carlyle Group Experience July 2014 - Present
Job Associate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group July 2014 - Present
Deloitte Corporate Finance (Acquired McColl Partners in June 2013) June 2013 - June 2014
McColl Partners June 2011 - June 2013
McColl Partners June 2010 - June 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree, Business Administration
The Carlyle Group July 2014 - Present
Deloitte Corporate Finance (Acquired McColl Partners in June 2013) June 2013 - June 2014
McColl Partners June 2011 - June 2013
McColl Partners June 2010 - June 2011
Education
University of North Carolina at Chapel Hill 2007 — 2011
Bachelor's Degree, Business Administration
Christine Norton's The Carlyle Group Experience 1996 - 1999
Job Associate, Operations and Administration at Winston Partners
Industry Investment Management
Experience
Winston Partners March 2005 - Present
Number Six Software 2002 - 2005
iFinance 2000 - 2002
The Carlyle Group 1996 - 1999
McDonald's Corporation 1993 - 1995
US Navy 1988 - 1993
Skills
Social Media, Start-ups, Customer Service, Editing, Process Improvement, Training, Applicant Tracking..., Jewelry
Education
Defense Language Institute 1988 — 1989
Mandarin Chinese
University of Maryland University College
B.A., English
Winston Partners March 2005 - Present
Number Six Software 2002 - 2005
iFinance 2000 - 2002
The Carlyle Group 1996 - 1999
McDonald's Corporation 1993 - 1995
US Navy 1988 - 1993
Skills
Social Media, Start-ups, Customer Service, Editing, Process Improvement, Training, Applicant Tracking..., Jewelry
Education
Defense Language Institute 1988 — 1989
Mandarin Chinese
University of Maryland University College
B.A., English
Reggie Escalante's The Carlyle Group Experience July 1996 - January 2000
Job Investment Advisor Representative
Industry Financial Services
Experience
C3 Business Solutions January 2000 - August 2002
The Carlyle Group July 1996 - January 2000
Education
University of Maryland College Park 1989 — 1993
B.S., Accounting
C3 Business Solutions January 2000 - August 2002
The Carlyle Group July 1996 - January 2000
Education
University of Maryland College Park 1989 — 1993
B.S., Accounting
Idris Yussuf, MBA's The Carlyle Group Experience April 2014 - Present
Job Manager, Information Technology at The Carlyle Group
Industry Information Technology and Services
Experience
The Carlyle Group April 2014 - Present
Unisys Corporation August 2003 - April 2014
Skills
Disaster Recovery, ITIL, Security, Enterprise Architecture, IT Management, Active Directory, Data Center, IT Service Management, Cloud Computing
Education
Yaba College Of Technology, Nigeria 1989 — 1996
Mechanical Engineering
University of Maryland University College
Master of Business Administration (M.B.A.)
University of Maryland University College
Master's degree, Information Technology
The Carlyle Group April 2014 - Present
Unisys Corporation August 2003 - April 2014
Skills
Disaster Recovery, ITIL, Security, Enterprise Architecture, IT Management, Active Directory, Data Center, IT Service Management, Cloud Computing
Education
Yaba College Of Technology, Nigeria 1989 — 1996
Mechanical Engineering
University of Maryland University College
Master of Business Administration (M.B.A.)
University of Maryland University College
Master's degree, Information Technology
Brittney Klaffky's The Carlyle Group Experience July 2007 - September 2012
Job Senior Director at Carter Mackenzie International
Industry Accounting
Experience
Carter Mackenzie International June 2013 - Present
Madison Marquette September 2012 - June 2013
The Carlyle Group July 2007 - September 2012
Ernst & Young 2002 - 2007
Education
University of Florida 1998 — 2002
Carter Mackenzie International June 2013 - Present
Madison Marquette September 2012 - June 2013
The Carlyle Group July 2007 - September 2012
Ernst & Young 2002 - 2007
Education
University of Florida 1998 — 2002
Ana Haworth-Duke's The Carlyle Group Experience June 2013 - Present
Job Executive Assistant, USBO at The Carlyle Group
Industry Executive Office
Experience
The Carlyle Group June 2013 - Present
Green Tree Servicing May 2009 - May 2013
Exclusive Resorts August 2004 - December 2008
Revolution LLC 2004 - 2008
Skills
Outlook, Excel, Microsoft Office, Word, Customer Service, Meeting Scheduling, CRM, Bilingual-English/Spanis...
Education
University of London 1986 — 1990
BA, History of Art
Washington International School
International Baccalaureate
The Carlyle Group June 2013 - Present
Green Tree Servicing May 2009 - May 2013
Exclusive Resorts August 2004 - December 2008
Revolution LLC 2004 - 2008
Skills
Outlook, Excel, Microsoft Office, Word, Customer Service, Meeting Scheduling, CRM, Bilingual-English/Spanis...
Education
University of London 1986 — 1990
BA, History of Art
Washington International School
International Baccalaureate
Jeff Shoemaker's The Carlyle Group Experience May 2010 - January 2011
Job Hyperion/OneStream XF consultant at Compintelligence
Industry Information Technology and Services
Experience
CompIntelligence April 2015 - Present
CompIntelligence November 2013 - March 2015
CompIntelligence July 2013 - October 2013
Kansas City Power & Light March 2012 - June 2013
CAE January 2011 - February 2012
The Carlyle Group May 2010 - January 2011
Asurion July 2007 - May 2010
FedEx Inc. May 2004 - July 2007
Lowe's Home Improvement March 2000 - May 2004
Skills
Essbase, FDM, Hyperion Planning, PeopleSoft, Smartview, Hyperion HFM, Hyperion Financial..., Hyperion EPM, OneStream XF, Hyperion, Financial Reporting, Consulting
Education
University of Louisville 1994 — 1999
Bachelor's degree, Accounting
Trinity High School 1989 — 1993
CompIntelligence April 2015 - Present
CompIntelligence November 2013 - March 2015
CompIntelligence July 2013 - October 2013
Kansas City Power & Light March 2012 - June 2013
CAE January 2011 - February 2012
The Carlyle Group May 2010 - January 2011
Asurion July 2007 - May 2010
FedEx Inc. May 2004 - July 2007
Lowe's Home Improvement March 2000 - May 2004
Skills
Essbase, FDM, Hyperion Planning, PeopleSoft, Smartview, Hyperion HFM, Hyperion Financial..., Hyperion EPM, OneStream XF, Hyperion, Financial Reporting, Consulting
Education
University of Louisville 1994 — 1999
Bachelor's degree, Accounting
Trinity High School 1989 — 1993
Jung W. Choi's The Carlyle Group Experience October 2008 - August 2012
Job Chief Financial Officer at Peak Rock Capital
Industry Venture Capital & Private Equity
Experience
Peak Rock Capital September 2012 - Present
The Carlyle Group October 2008 - August 2012
Credit Suisse February 2005 - October 2008
JPMorgan Partners May 2002 - February 2005
Arthur Andersen September 2000 - April 2002
Skills
Private Equity, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Fund Of Funds, Venture Capital, Corporate Finance, Fund Accounting, Financial Analysis, Due Diligence, Investment Banking, Mutual Funds, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Brooks School 1992 — 1996
Peak Rock Capital September 2012 - Present
The Carlyle Group October 2008 - August 2012
Credit Suisse February 2005 - October 2008
JPMorgan Partners May 2002 - February 2005
Arthur Andersen September 2000 - April 2002
Skills
Private Equity, Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Fund Of Funds, Venture Capital, Corporate Finance, Fund Accounting, Financial Analysis, Due Diligence, Investment Banking, Mutual Funds, Finance, Investments
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA, Finance and Management
Tulane University - A.B. Freeman School of Business 1996 — 2000
BSM, Finance and Accounting
Brooks School 1992 — 1996
Jacques Galante's The Carlyle Group Experience July 1999 - December 2008
Job Managing Director at Leeds Equity Partners
Industry Venture Capital & Private Equity
Experience
Leeds Equity Partners November 2009 - Present
The Carlyle Group July 1999 - December 2008
Salomon Brothers 1997 - 1999
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Financial Modeling, LBO, Investments, Buyouts, Valuation, Growth Capital, Corporate Finance, Mezzanine, Corporate Development, Investment Banking, Special Situations, Equities, Strategy, Financial Structuring
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance and Accounting
Leeds Equity Partners November 2009 - Present
The Carlyle Group July 1999 - December 2008
Salomon Brothers 1997 - 1999
Skills
Private Equity, Venture Capital, Due Diligence, Mergers, Financial Modeling, LBO, Investments, Buyouts, Valuation, Growth Capital, Corporate Finance, Mezzanine, Corporate Development, Investment Banking, Special Situations, Equities, Strategy, Financial Structuring
Education
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Finance and Accounting
Tracy Beaver's The Carlyle Group Experience June 2004 - August 2007
Job Owner, HC Management
Industry Capital Markets
Experience
HC Management September 2007 - Present
The Carlyle Group June 2004 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
HC Management September 2007 - Present
The Carlyle Group June 2004 - August 2007
Education
University of Maryland - Robert H. Smith School of Business 2000 — 2004
Brian Holden's The Carlyle Group Experience September 2005 - May 2007
Job Director, Financial Analysis
Industry Financial Services
Experience
AARP March 2007 - Present
The Carlyle Group September 2005 - May 2007
CitiMortgage June 2002 - September 2005
Skills
Financial Modeling, Financial Analysis, Executive Management, Vendor Management, Management Consulting, Competitive Analysis, Strategic Planning, Forecasting, Cross-functional Team..., Business Process..., Analytics, Project Management
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Economics
AARP March 2007 - Present
The Carlyle Group September 2005 - May 2007
CitiMortgage June 2002 - September 2005
Skills
Financial Modeling, Financial Analysis, Executive Management, Vendor Management, Management Consulting, Competitive Analysis, Strategic Planning, Forecasting, Cross-functional Team..., Business Process..., Analytics, Project Management
Education
University of Missouri-Columbia, College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Economics
Rishi Suri's The Carlyle Group Experience August 2014 - Present
Job Associate, US Real Estate at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group August 2014 - Present
CIM Group October 2011 - July 2014
Barclays Capital June 2010 - August 2011
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (Honors), Finance
The Carlyle Group August 2014 - Present
CIM Group October 2011 - July 2014
Barclays Capital June 2010 - August 2011
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science (Honors), Finance
John Chek's The Carlyle Group Experience January 2014 - Present
Job Chief Information Officer, GMS at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group January 2014 - Present
Vermillion Asset Management April 2008 - Present
NorthPoint Solutions March 2007 - March 2008
D.B. Zwirn & Co. March 2007 - March 2008
Credit Suisse July 2005 - March 2007
Education
University of North Carolina at Chapel Hill 2002 — 2005
MS, Computer Science
The Carlyle Group January 2014 - Present
Vermillion Asset Management April 2008 - Present
NorthPoint Solutions March 2007 - March 2008
D.B. Zwirn & Co. March 2007 - March 2008
Credit Suisse July 2005 - March 2007
Education
University of North Carolina at Chapel Hill 2002 — 2005
MS, Computer Science
Lanre Osinusi's The Carlyle Group Experience January 2006 - July 2007
Job Vice President at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Houlihan Lokey May 2012 - Present
Harris Williams & Co. February 2010 - April 2012
Credit Suisse June 2008 - August 2008
The Carlyle Group January 2006 - July 2007
PricewaterhouseCoopers January 2003 - January 2006
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Maryland College Park 2000 — 2002
Lisa Lieu's The Carlyle Group Experience April 2000 - June 2002
Job Director of Finance and Admin at SCRA
Industry Accounting
Experience
SCRA July 2002 - Present
The Carlyle Group April 2000 - June 2002
Skills
Financial Analysis, Managerial Finance, Financial Reporting, Accounting, Auditing, Budgets, Analysis, Process Improvement, Accounts Receivable, Mergers & Acquisitions, Data Analysis, Grants
Education
Trinity University-Washington 1995 — 1999
Accounting and Business/Management
Trinity University-Washington
SCRA July 2002 - Present
The Carlyle Group April 2000 - June 2002
Skills
Financial Analysis, Managerial Finance, Financial Reporting, Accounting, Auditing, Budgets, Analysis, Process Improvement, Accounts Receivable, Mergers & Acquisitions, Data Analysis, Grants
Education
Trinity University-Washington 1995 — 1999
Accounting and Business/Management
Trinity University-Washington
Helen Connelly's The Carlyle Group Experience July 2010 - May 2013
Job Tax Accountant
Industry Accounting
Experience
The Carlyle Group July 2010 - May 2013
Rothstein Kass October 2007 - April 2010
LSI Industries 2006 - 2007
Skills
Financial Reporting, GAAP, Tax, CPA
Education
University of North Texas 2005 — 2007
Master's, Tax
The Carlyle Group July 2010 - May 2013
Rothstein Kass October 2007 - April 2010
LSI Industries 2006 - 2007
Skills
Financial Reporting, GAAP, Tax, CPA
Education
University of North Texas 2005 — 2007
Master's, Tax
Stacy Rosenthal's The Carlyle Group Experience May 2006 - Present
Job Associate at The Carlyle Group
Industry Commercial Real Estate
Experience
The Carlyle Group May 2006 - Present
CT Corporation June 2000 - May 2006
Crate & Barrel 1999 - 2004
Education
State University of New York at Buffalo 1992 — 1996
Bachelors, Political Science
The Carlyle Group May 2006 - Present
CT Corporation June 2000 - May 2006
Crate & Barrel 1999 - 2004
Education
State University of New York at Buffalo 1992 — 1996
Bachelors, Political Science
Paul Givens, CIMA, CPWA's The Carlyle Group Experience December 2013 - Present
Job Vice President at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2013 - Present
AssetMark, Inc. (formally Genworth Wealth Management) November 2012 - November 2013
Steben & Company February 2008 - October 2012
UBS Wealth Management March 1999 - February 2008
Skills
Alternative Investments, Wealth Management, ETFs, Separately Managed..., Mutual Funds, Investment Management, Private Equity, Series 63, series 3, Private Placements, Certified Private..., Certified Investment..., Series 7
Education
University of Central Florida 1982 — 1987
BSBA, Marketing
Lake Brantley high school
The Carlyle Group December 2013 - Present
AssetMark, Inc. (formally Genworth Wealth Management) November 2012 - November 2013
Steben & Company February 2008 - October 2012
UBS Wealth Management March 1999 - February 2008
Skills
Alternative Investments, Wealth Management, ETFs, Separately Managed..., Mutual Funds, Investment Management, Private Equity, Series 63, series 3, Private Placements, Certified Private..., Certified Investment..., Series 7
Education
University of Central Florida 1982 — 1987
BSBA, Marketing
Lake Brantley high school
Ryan Morrison's The Carlyle Group Experience February 2007 - Present
Job Vice President at The Carlyle Group
Industry Real Estate
Experience
The Carlyle Group February 2007 - Present
DR Horton Homes 2004 - 2006
Skills
Financial Modeling, Due Diligence
Education
University of Colorado Boulder 2000 — 2004
Bachelors, Political Science, Business
The Carlyle Group February 2007 - Present
DR Horton Homes 2004 - 2006
Skills
Financial Modeling, Due Diligence
Education
University of Colorado Boulder 2000 — 2004
Bachelors, Political Science, Business
Jared Beyer's The Carlyle Group Experience May 2011 - Present
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2011 - Present
RBS Greenwich Capital July 2007 - May 2011
Chicago Trading Company June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Bloomberg, Private Equity, Valuation, Financial Modeling, Bonds, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, High Yield, Leveraged Finance
Education
Byram Hills
University of Michigan
University of Michigan - Stephen M. Ross School of Business
B.B.A.
The Carlyle Group May 2011 - Present
RBS Greenwich Capital July 2007 - May 2011
Chicago Trading Company June 2006 - August 2006
UBS May 2005 - August 2005
Skills
Bloomberg, Private Equity, Valuation, Financial Modeling, Bonds, Investment Banking, Capital Markets, Hedge Funds, Fixed Income, High Yield, Leveraged Finance
Education
Byram Hills
University of Michigan
University of Michigan - Stephen M. Ross School of Business
B.B.A.
Emily Meehan's The Carlyle Group Experience November 2011 - March 2014
Job Business Analyst at ActioNet, Inc.
Industry Information Technology and Services
Experience
ActioNet, Inc. August 2015 - Present
ActioNet, Inc. March 2014 - Present
The Carlyle Group November 2011 - March 2014
The Carlyle Group August 2010 - November 2011
Tower Hill Insurance Group February 2007 - December 2007
Tower Hill Insurance Group June 2005 - February 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Insurance, Outlook, PowerPoint, Business Analysis, Scrum, Agile Methodolgy, Salesforce.com, Training, Agile Methodologies, Process Improvement
Education
University of Florida 2003 — 2005
BSBA, Business Management
ActioNet, Inc. August 2015 - Present
ActioNet, Inc. March 2014 - Present
The Carlyle Group November 2011 - March 2014
The Carlyle Group August 2010 - November 2011
Tower Hill Insurance Group February 2007 - December 2007
Tower Hill Insurance Group June 2005 - February 2007
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Insurance, Outlook, PowerPoint, Business Analysis, Scrum, Agile Methodolgy, Salesforce.com, Training, Agile Methodologies, Process Improvement
Education
University of Florida 2003 — 2005
BSBA, Business Management
Tracie Van Dorpe's The Carlyle Group Experience November 1994 - Present
Job Vice Pres Corporate Brand at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group November 1994 - Present
Skills
Private Equity, Marketing Communications, Marketing Strategy, Brand Development, Brand Management, Corporate Branding, Corporate Communications, Internal & External..., Digital Media, Strategy, Entrepreneurship
Education
University of Maryland College Park
The Carlyle Group November 1994 - Present
Skills
Private Equity, Marketing Communications, Marketing Strategy, Brand Development, Brand Management, Corporate Branding, Corporate Communications, Internal & External..., Digital Media, Strategy, Entrepreneurship
Education
University of Maryland College Park
Jun S. Han's The Carlyle Group Experience January 2013 - January 2014
Job Experienced Associate at EY
Industry Accounting
Experience
EY January 2014 - Present
The Carlyle Group January 2013 - January 2014
Macrogen Corp June 2010 - January 2013
LG Electronics 2009 - 2010
Skills
Business Development, Financial Analysis, Strategic Planning, Management, Sales, Marketing, Microsoft Office, Finance, Business Strategy, Financial Reporting, QuickBooks, Budgets, Strategy, Marketing Strategy, Biotechnology, Investments, Microsoft Excel, Bilingual, Strategic Financial..., Account Management, Leadership, Product Marketing, Product Launch, Salesforce.com, Forecasting, DNA sequencing, PeopleSoft, Sales Management, New Business Development, Business Intelligence, SAP, International Business, Financial Risk, International Business..., Biopharmaceuticals, Mac OS X, Multilingual, International Project..., Cash Management, Investran, ERP Oracle, SAP ERP, Accounting, Auditing, PowerPoint, Consulting, Internal Audit, Analysis
Education
University of Maryland - Robert H. Smith School of Business
Master of Science (MSc), Accounting
Point Loma Nazarene University
Bachelor of Arts, Finance & International Business
EY January 2014 - Present
The Carlyle Group January 2013 - January 2014
Macrogen Corp June 2010 - January 2013
LG Electronics 2009 - 2010
Skills
Business Development, Financial Analysis, Strategic Planning, Management, Sales, Marketing, Microsoft Office, Finance, Business Strategy, Financial Reporting, QuickBooks, Budgets, Strategy, Marketing Strategy, Biotechnology, Investments, Microsoft Excel, Bilingual, Strategic Financial..., Account Management, Leadership, Product Marketing, Product Launch, Salesforce.com, Forecasting, DNA sequencing, PeopleSoft, Sales Management, New Business Development, Business Intelligence, SAP, International Business, Financial Risk, International Business..., Biopharmaceuticals, Mac OS X, Multilingual, International Project..., Cash Management, Investran, ERP Oracle, SAP ERP, Accounting, Auditing, PowerPoint, Consulting, Internal Audit, Analysis
Education
University of Maryland - Robert H. Smith School of Business
Master of Science (MSc), Accounting
Point Loma Nazarene University
Bachelor of Arts, Finance & International Business
Chas Spiros's The Carlyle Group Experience November 2014 - Present
Job Compliance Analyst The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group November 2014 - Present
Financial Industry Regulatory Authority September 2011 - November 2014
T. Rowe Price May 2011 - September 2011
T. Rowe Price November 2009 - May 2011
Skills
Securities, Analysis, Management, Investments, Finance, Leadership, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Bloomberg, Investigation, Financial Regulation, FINRA, Series 63, Series 7, Strategic Financial..., Bonds, Data Analysis, Process Improvement, Financial Services, Series 6, Fixed Income, Asset Managment, Operations Management, Order Audit Trail, Stock Market Analysis, Capital Markets, Financial Investigation, Financial Modeling, Excel Dashboards, Securities Regulation, Securities Fraud, Market Manipulation..., Equity Capital Markets
Education
Virginia Tech 2012 — 2015
Master of Business Administration (MBA), Organizational Strategy, Currently Obtaining
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Bachelor of Science, Finance
The Carlyle Group November 2014 - Present
Financial Industry Regulatory Authority September 2011 - November 2014
T. Rowe Price May 2011 - September 2011
T. Rowe Price November 2009 - May 2011
Skills
Securities, Analysis, Management, Investments, Finance, Leadership, Equities, Mutual Funds, Portfolio Management, Financial Analysis, Bloomberg, Investigation, Financial Regulation, FINRA, Series 63, Series 7, Strategic Financial..., Bonds, Data Analysis, Process Improvement, Financial Services, Series 6, Fixed Income, Asset Managment, Operations Management, Order Audit Trail, Stock Market Analysis, Capital Markets, Financial Investigation, Financial Modeling, Excel Dashboards, Securities Regulation, Securities Fraud, Market Manipulation..., Equity Capital Markets
Education
Virginia Tech 2012 — 2015
Master of Business Administration (MBA), Organizational Strategy, Currently Obtaining
University of Maryland - Robert H. Smith School of Business 2007 — 2009
Bachelor of Science, Finance
Pam Gelles's The Carlyle Group Experience August 1999 - August 2001
Job Credit Analyst at BNP Paribas
Industry Investment Management
Experience
BNP Paribas September 2012 - Present
BNY Mellon June 2010 - August 2012
BNP Paribas June 2009 - December 2009
First Investors Corporation August 2006 - May 2009
NLI (Subsidiary of Nippon Life Insurance Co.) August 2001 - February 2005
The Carlyle Group August 1999 - August 2001
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
BNP Paribas September 2012 - Present
BNY Mellon June 2010 - August 2012
BNP Paribas June 2009 - December 2009
First Investors Corporation August 2006 - May 2009
NLI (Subsidiary of Nippon Life Insurance Co.) August 2001 - February 2005
The Carlyle Group August 1999 - August 2001
Education
New York University - Leonard N. Stern School of Business 1982 — 1984
MBA, Finance
Tufts University 1978 — 1982
BA, Economics
Austen P. Cornell, CFA's The Carlyle Group Experience July 2011 - March 2012
Job Investment Analyst at Augustine Asset Management
Industry Financial Services
Experience
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Augustine Asset Management April 2014 - Present
CFA Society Jacksonville June 2013 - Present
CSX August 2012 - April 2014
The Carlyle Group July 2011 - March 2012
PricewaterhouseCoopers September 2008 - July 2011
Merrill Lynch May 2007 - August 2007
Baydonhill September 2006 - December 2006
Merrill Lynch June 2006 - August 2006
UBS Wealth Management February 2006 - May 2006
Skills
Corporate Finance, Valuation, Management Consulting, Asset Management, Investment Management, Alternative Investments, Private Equity, Real Estate Finance, Structured Finance, Equity Capital Markets, Financial Advisory, Fixed Income, Structured Products, Financial Analysis, Financial Modeling, Portfolio Management, Photography
Education
University of Florida - Warrington College of Business Administration 2004 — 2008
BSBA, Finance
Naheed Hassanein's The Carlyle Group Experience February 2005 - February 2009
Job Vice President at Fifth Avenue Financial
Industry Accounting
Experience
Fifth Avenue Financial June 2009 - Present
The Carlyle Group February 2005 - February 2009
Pioneer Savings Bank June 2002 - February 2005
Skills
Financial Reporting, Account Reconciliation, Accounting, Finance, General Ledger, Financial Statements, Budgets, Journal Entries, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Accounting, Cash Flow, Auditing, Variance Analysis
Education
University at Albany, SUNY 1998 — 2002
B.S., Finance and MIS
Fifth Avenue Financial June 2009 - Present
The Carlyle Group February 2005 - February 2009
Pioneer Savings Bank June 2002 - February 2005
Skills
Financial Reporting, Account Reconciliation, Accounting, Finance, General Ledger, Financial Statements, Budgets, Journal Entries, Accounts Receivable, Accounts Payable, Financial Analysis, Financial Accounting, Cash Flow, Auditing, Variance Analysis
Education
University at Albany, SUNY 1998 — 2002
B.S., Finance and MIS
Christine Chatham's The Carlyle Group Experience 2008 - Present
Job Associate Vice President at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group 2008 - Present
Alvarez and Marsal 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Tax, Private Equity, Due Diligence
Education
UNC Chapel Hill
The Carlyle Group 2008 - Present
Alvarez and Marsal 2005 - 2008
Deloitte & Touche 2002 - 2005
Skills
Tax, Private Equity, Due Diligence
Education
UNC Chapel Hill
Jack Train's The Carlyle Group Experience May 2006 - November 2009
Job Real Estate Assets Director
Industry Real Estate
Experience
The First Church of Christ, Scientist March 2014 - Present
Union Station Redevelopment Corporation July 2010 - November 2012
The Carlyle Group May 2006 - November 2009
Charles E. Smith Residential 2001 - 2003
LCOR Incorporated 1998 - 2001
LaSalle Partners (now Jones Lang LaSalle) 1978 - 1998
Skills
Mixed-use, Contract Negotiation, Real Estate, Private Equity, Commercial Real Estate, Residential Homes, Construction, Contract Management, Investments, Strategy, Project Planning, Acquisitions, Finance, Real Estate Development, Management, Due Diligence
Education
University of Pennsylvania 1972 — 1975
Master of Architecture, Architecture
Kenyou College 1964 — 1968
Bachelor of Arts (B.A.), Chemistry
The First Church of Christ, Scientist March 2014 - Present
Union Station Redevelopment Corporation July 2010 - November 2012
The Carlyle Group May 2006 - November 2009
Charles E. Smith Residential 2001 - 2003
LCOR Incorporated 1998 - 2001
LaSalle Partners (now Jones Lang LaSalle) 1978 - 1998
Skills
Mixed-use, Contract Negotiation, Real Estate, Private Equity, Commercial Real Estate, Residential Homes, Construction, Contract Management, Investments, Strategy, Project Planning, Acquisitions, Finance, Real Estate Development, Management, Due Diligence
Education
University of Pennsylvania 1972 — 1975
Master of Architecture, Architecture
Kenyou College 1964 — 1968
Bachelor of Arts (B.A.), Chemistry
Darryl Worth's The Carlyle Group Experience August 1999 - November 2000
Job Financial Assessments and Systems Manager at Legal & General America
Industry Insurance
Experience
Legal & General America December 2006 - Present
Legal and General America, Inc. November 2000 - November 2006
The Carlyle Group August 1999 - November 2000
American Psych Systems 1998 - 1999
Skills
Consolidation, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Analysis, Internal Audit, Finance, Process Improvement, Analysis, Management, Financial Accounting, Insurance, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Finance & MIS
University of South Alabama 1996 — 1998
BS, Accounting
Legal & General America December 2006 - Present
Legal and General America, Inc. November 2000 - November 2006
The Carlyle Group August 1999 - November 2000
American Psych Systems 1998 - 1999
Skills
Consolidation, Sarbanes-Oxley Act, Financial Reporting, Accounting, Internal Controls, Auditing, Financial Analysis, Internal Audit, Finance, Process Improvement, Analysis, Management, Financial Accounting, Insurance, Business Analysis
Education
University of Maryland - Robert H. Smith School of Business 2001 — 2004
MBA, Finance & MIS
University of South Alabama 1996 — 1998
BS, Accounting
Kristie Weaver's The Carlyle Group Experience October 2011 - Present
Job AVP, Equity Management at The Carlyle Group
Industry Investment Banking
Experience
The Carlyle Group October 2011 - Present
FBR July 2008 - October 2011
Smith Barney January 2001 - July 2008
Sandy Spring Bank 1999 - 2001
Education
University of Florida 1994 — 1998
BS
The Carlyle Group October 2011 - Present
FBR July 2008 - October 2011
Smith Barney January 2001 - July 2008
Sandy Spring Bank 1999 - 2001
Education
University of Florida 1994 — 1998
BS
Jared Bernheim's The Carlyle Group Experience April 2014 - Present
Job Senior Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
The Carlyle Group April 2014 - Present
Pegasus Capital Advisors August 2011 - March 2014
Pegasus Capital Advisors June 2008 - August 2011
Goldman Sachs June 2007 - August 2007
Morgan Stanley June 2006 - August 2006
UBS June 2005 - August 2005
Skills
Financial Modeling, Private Equity, Valuation, Due Diligence, Corporate Finance, Financial Analysis, Corporate Development, Microsoft Office, Investments, PowerPoint, Accounting, Excel, Alternative Investments, Business Strategy
Education
University of Pennsylvania - The Wharton School 2003 — 2008
Bachelor of Science in Economics, Finance
University of Pennsylvania 2006 — 2008
Master of Biotechnology, Biomedical Technologies
University of Pennsylvania 2003 — 2008
Bachelor of Science in Engineering, Bioengineering
Ramaz Upper School 1999 — 2003
Brian Tatum's The Carlyle Group Experience April 2010 - January 2011
Job Senior Manager at MorganFranklin Consulting
Industry Accounting
Experience
MorganFranklin Consulting June 2014 - Present
Johnson Lambert & Co. LLP January 2011 - May 2014
The Carlyle Group April 2010 - January 2011
Johnson Lambert & Co. LLP January 2002 - September 2010
Skills
Accounting, GAAP, Reinsurance, Analysis, Statutory Accounting, US GAAP, Sarbanes-Oxley Act, Insurance, Internal Controls, Financial Reporting, Financial Audits, Auditing, External Audit, CPA, SEC filings, Financial Statements, Financial Modeling, Financial Analysis, Financial Accounting, SEC Filings
Education
University of Missouri-Columbia 1996 — 2001
MASC, Accounting
University of Missouri-Columbia 1996 — 2001
Accounting
MorganFranklin Consulting June 2014 - Present
Johnson Lambert & Co. LLP January 2011 - May 2014
The Carlyle Group April 2010 - January 2011
Johnson Lambert & Co. LLP January 2002 - September 2010
Skills
Accounting, GAAP, Reinsurance, Analysis, Statutory Accounting, US GAAP, Sarbanes-Oxley Act, Insurance, Internal Controls, Financial Reporting, Financial Audits, Auditing, External Audit, CPA, SEC filings, Financial Statements, Financial Modeling, Financial Analysis, Financial Accounting, SEC Filings
Education
University of Missouri-Columbia 1996 — 2001
MASC, Accounting
University of Missouri-Columbia 1996 — 2001
Accounting
Priyesh R. Bhakta's The Carlyle Group Experience October 2004 - August 2006
Job Vice President at Hankey Capital, LLC
Industry Real Estate
Experience
Hankey Capital, LLC June 2015 - Present
CityView June 2011 - Present
AptCorner February 2010 - June 2011
Fifteen Group May 2007 - August 2008
The Carlyle Group October 2004 - August 2006
RSM EQUICO, INC March 2003 - October 2004
Skills
Real Estate Economics, Valuation, Asset Managment, Real Estate, Investments, Disposition, Mergers, Investment Properties, Commercial Real Estate, Acquisitions, Portfolio Management, Investment Banking, Property Management, Equities, Finance
Education
University of Southern California 2010 — 2012
Masters, Real Estate Development
University of California, Irvine 1998 — 2002
BA, Economics
Narbonne High School 1996 — 1998
Hankey Capital, LLC June 2015 - Present
CityView June 2011 - Present
AptCorner February 2010 - June 2011
Fifteen Group May 2007 - August 2008
The Carlyle Group October 2004 - August 2006
RSM EQUICO, INC March 2003 - October 2004
Skills
Real Estate Economics, Valuation, Asset Managment, Real Estate, Investments, Disposition, Mergers, Investment Properties, Commercial Real Estate, Acquisitions, Portfolio Management, Investment Banking, Property Management, Equities, Finance
Education
University of Southern California 2010 — 2012
Masters, Real Estate Development
University of California, Irvine 1998 — 2002
BA, Economics
Narbonne High School 1996 — 1998
Shravan Sriramoju's The Carlyle Group Experience September 2011 - February 2013
Job Sr. Manager at Morgan Franklin Consulting
Industry Financial Services
Experience
Morgan Franklin Consulting August 2013 - Present
Children’s National Medical Center March 2013 - August 2013
The Carlyle Group September 2011 - February 2013
Freddie Mac August 2007 - September 2011
Qwest July 1999 - August 2007
Skills
PeopleSoft, PeopleTools, PeopleCode, SQL, Oracle, SQR, Data Warehousing, SDLC
Education
University of Maryland University College
Master of Science (MS), Information Technology
Morgan Franklin Consulting August 2013 - Present
Children’s National Medical Center March 2013 - August 2013
The Carlyle Group September 2011 - February 2013
Freddie Mac August 2007 - September 2011
Qwest July 1999 - August 2007
Skills
PeopleSoft, PeopleTools, PeopleCode, SQL, Oracle, SQR, Data Warehousing, SDLC
Education
University of Maryland University College
Master of Science (MS), Information Technology
Paola Garber's The Carlyle Group Experience May 2010 - July 2011
Job Staff Accountant at Childrens National Medical Center
Industry Hospital & Health Care
Experience
Childrens National Medical Center August 2011 - Present
The Carlyle Group May 2010 - July 2011
Education
University of Maryland University College
B.S., Accounting
Childrens National Medical Center August 2011 - Present
The Carlyle Group May 2010 - July 2011
Education
University of Maryland University College
B.S., Accounting
Ryan Berland's The Carlyle Group Experience 2014 - Present
Job Analyst at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group 2014 - Present
The Carlyle Group 2013 - 2014
The Carlyle Group 2011 - 2013
Defense Logistics Agency June 2010 - June 2011
Skills
Financial Analysis, Financial Modeling, Private Equity, Real Estate, Valuation, Real Estate Due..., Forecasting, Investments, Accounting, Fund Accounting, Financial Statements, Financial Reporting, Partnership Accounting, Finance, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting, Finance
The Carlyle Group 2014 - Present
The Carlyle Group 2013 - 2014
The Carlyle Group 2011 - 2013
Defense Logistics Agency June 2010 - June 2011
Skills
Financial Analysis, Financial Modeling, Private Equity, Real Estate, Valuation, Real Estate Due..., Forecasting, Investments, Accounting, Fund Accounting, Financial Statements, Financial Reporting, Partnership Accounting, Finance, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
BS, Accounting, Finance
Mitchell Rozalsky's The Carlyle Group Experience 2001 - 2005
Job Controller
Industry Accounting
Experience
Arizona Partners February 2012 - August 2014
InterCoastal Group of Companies February 2008 - October 2010
Lennar 2005 - 2008
The Carlyle Group 2001 - 2005
Regent Properties 1999 - 2001
Lowe Enterprises 1994 - 1998
Howard F. Ahmanson & Home Savings & Loan 1990 - 1993
D & S Development Coroporation 1988 - 1990
KB Home 1986 - 1988
Deloitte 1984 - 1986
Skills
Controllership Functions, Property Management, Single Family Homes, Commercial Real Estate, CFO, Annual Planning, Real Estate Development, Financial Reporting, Corporate Finance, Cash-flow Management, US GAAP reporting, Sarbanes-Oxley, Financial Audits, Yardi Voyager, Timberline Accounting, Microsoft Excel, Project Management, MRI Software
Education
University of Delaware
Bachelor of Science, Accounting, Economics
Arizona Partners February 2012 - August 2014
InterCoastal Group of Companies February 2008 - October 2010
Lennar 2005 - 2008
The Carlyle Group 2001 - 2005
Regent Properties 1999 - 2001
Lowe Enterprises 1994 - 1998
Howard F. Ahmanson & Home Savings & Loan 1990 - 1993
D & S Development Coroporation 1988 - 1990
KB Home 1986 - 1988
Deloitte 1984 - 1986
Skills
Controllership Functions, Property Management, Single Family Homes, Commercial Real Estate, CFO, Annual Planning, Real Estate Development, Financial Reporting, Corporate Finance, Cash-flow Management, US GAAP reporting, Sarbanes-Oxley, Financial Audits, Yardi Voyager, Timberline Accounting, Microsoft Excel, Project Management, MRI Software
Education
University of Delaware
Bachelor of Science, Accounting, Economics
Jessica Lo's The Carlyle Group Experience June 2012 - Present
Job Corporate Accountant at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group June 2012 - Present
Accenture July 2011 - June 2012
Bank of America June 2010 - August 2010
Legg Mason Capital Management June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, SQL, Client Liaison, Client Presentation, Requirements Analysis, Analysis, Corporate Finance, Finance, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting, Art History
Centennial High School
The Carlyle Group June 2012 - Present
Accenture July 2011 - June 2012
Bank of America June 2010 - August 2010
Legg Mason Capital Management June 2009 - August 2009
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, SQL, Client Liaison, Client Presentation, Requirements Analysis, Analysis, Corporate Finance, Finance, Management Consulting
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2010
Bachelor of Science, Finance, Accounting, Art History
Centennial High School
Di Cai's The Carlyle Group Experience August 2012 - October 2012
Job Research Analyst at Sanders Capital
Industry Investment Management
Experience
Sanders Capital August 2013 - Present
The Wharton School August 2011 - May 2013
The Carlyle Group August 2012 - October 2012
Kleiner Perkins Caufield & Byers May 2012 - July 2012
The Scripps Research Institute 2009 - 2011
UT Southwestern Medical Center at Dallas 2005 - 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Health Care Management; Finance
The University of Texas Southwestern Medical Center at Dallas 2005 — 2009
Doctor of Philosophy (Ph.D.), Cancer Biology
Sanders Capital August 2013 - Present
The Wharton School August 2011 - May 2013
The Carlyle Group August 2012 - October 2012
Kleiner Perkins Caufield & Byers May 2012 - July 2012
The Scripps Research Institute 2009 - 2011
UT Southwestern Medical Center at Dallas 2005 - 2009
Education
University of Pennsylvania - The Wharton School 2011 — 2013
Master of Business Administration (MBA), Health Care Management; Finance
The University of Texas Southwestern Medical Center at Dallas 2005 — 2009
Doctor of Philosophy (Ph.D.), Cancer Biology
George Mantzouranis's The Carlyle Group Experience September 2001 - December 2010
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Carlyle Group September 2001 - December 2010
Discovery Communications May 1994 - August 2001
Education
University of Maryland College Park 1984 — 1990
BS
The Carlyle Group September 2001 - December 2010
Discovery Communications May 1994 - August 2001
Education
University of Maryland College Park 1984 — 1990
BS
Christina Friedman's The Carlyle Group Experience 2004 - 2005
Job Culinary
Industry Hospitality
Experience
Barclays Global Investors 2005 - 2008
The Carlyle Group 2004 - 2005
Education
Tante Marie Professional Culinary School
University of California, Davis
B.A., History
Barclays Global Investors 2005 - 2008
The Carlyle Group 2004 - 2005
Education
Tante Marie Professional Culinary School
University of California, Davis
B.A., History
Christine Pokora's The Carlyle Group Experience October 2014 - Present
Job Accounting Assistant at The Carlyle Group
Industry Accounting
Experience
The Carlyle Group October 2014 - Present
Skills
Excel, Accounting, Microsoft Office, Word, PowerPoint, Microsoft Excel, Customer Service, Payroll, Invoicing, Finance, Software Documentation, Microsoft Word, SAP, Strategic Planning
Education
University of Maryland College Park
Bachelor’s Degree, American Government and Politics (United States)
The Carlyle Group October 2014 - Present
Skills
Excel, Accounting, Microsoft Office, Word, PowerPoint, Microsoft Excel, Customer Service, Payroll, Invoicing, Finance, Software Documentation, Microsoft Word, SAP, Strategic Planning
Education
University of Maryland College Park
Bachelor’s Degree, American Government and Politics (United States)
Tatiane Canady's The Carlyle Group Experience March 2011 - Present
Job Compliance Coordinator at The Carlyle Group
Industry Venture Capital & Private Equity
Experience
The Carlyle Group March 2011 - Present
Strategic Value Partners June 2008 - March 2011
Leafstone Staffing (UBS) June 2007 - May 2008
Education
The University of Connecticut
The Carlyle Group March 2011 - Present
Strategic Value Partners June 2008 - March 2011
Leafstone Staffing (UBS) June 2007 - May 2008
Education
The University of Connecticut
Shirley S. Charway, CPA's The Carlyle Group Experience 2011 - 2013
Job Senior Tax Accountant at AES Corporation
Industry Utilities
Experience
The AES Corporation May 2013 - Present
The Carlyle Group 2011 - 2013
Baker Tilly Virchow Krause, LLP January 2011 - June 2011
Skills
Accounting, Tax, QuickBooks, Financial Accounting, Financial Analysis, ProSystem fx Tax, CCH ProSystem fx, Caseware, Customer Service, Fraud Detection, Microsoft Office, Financial Reporting, Certified Fraud Examiner, Auditing, US GAAP, CPA
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Master of Science in Business & Management, Accounting
St Louis University - John Cook School of Business 2009 — 2011
Bachelor of Science in Business Administration (magna cum laude), Accounting
The AES Corporation May 2013 - Present
The Carlyle Group 2011 - 2013
Baker Tilly Virchow Krause, LLP January 2011 - June 2011
Skills
Accounting, Tax, QuickBooks, Financial Accounting, Financial Analysis, ProSystem fx Tax, CCH ProSystem fx, Caseware, Customer Service, Fraud Detection, Microsoft Office, Financial Reporting, Certified Fraud Examiner, Auditing, US GAAP, CPA
Education
University of Maryland - Robert H. Smith School of Business 2011 — 2012
Master of Science in Business & Management, Accounting
St Louis University - John Cook School of Business 2009 — 2011
Bachelor of Science in Business Administration (magna cum laude), Accounting
Irenae Aigbedion's The Carlyle Group Experience October 2013 - March 2014
Job Attended Trinity CollegeHartford
Industry
Experience
The Carlyle Group October 2013 - March 2014
Trinity College - Office of International Programs September 2012 - May 2013
Trinity College - Admissions Office June 2012 - May 2013
Trinity College - Office of International Programs September 2010 - May 2013
Brooklyn Botanic Garden July 2010 - August 2010
Weil Gotshal and Manges June 2009 - August 2009
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies; Language and Culture Studies (Latin and Spanish)
Universitat Pompeu Fabra
The Carlyle Group October 2013 - March 2014
Trinity College - Office of International Programs September 2012 - May 2013
Trinity College - Admissions Office June 2012 - May 2013
Trinity College - Office of International Programs September 2010 - May 2013
Brooklyn Botanic Garden July 2010 - August 2010
Weil Gotshal and Manges June 2009 - August 2009
Education
Trinity College-Hartford 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies; Language and Culture Studies (Latin and Spanish)
Universitat Pompeu Fabra
TPG Capital
Apollo Global Management LLC
Cerberus Capital Management
H.I.G. Capital
Advent International
Colony Capital
Summit Partners
The Riverside Company