The M&A Advisor
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The M&A Advisor Employees
Employee
Years
Job
Industry
Chong Zhang Chong Zhang's The M&A Advisor Experience September 2013 - March 2014
Job Internship at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual April 2014 - Present
The M&A Advisor September 2013 - March 2014
Integrated Solutions 2014 - 2014
Integrated Solutions 2014 - 2014
Envision Consulting Group July 2013 - October 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Windows, Team Leadership, SPSS, SAS, @Risk, S Plus, Market Research, Morningstar, PPA
Education
Saint John's University 2012 — 2014
Master's degree, Risk Management & Insurance
College of Arts and Science of Beijing Union University 2007 — 2011
Bachelor's degree, International Finance
Baruch College, City University of New York (CUNY)
Northwestern Mutual April 2014 - Present
The M&A Advisor September 2013 - March 2014
Integrated Solutions 2014 - 2014
Integrated Solutions 2014 - 2014
Envision Consulting Group July 2013 - October 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Public Speaking, Social Media, Research, Leadership, Windows, Team Leadership, SPSS, SAS, @Risk, S Plus, Market Research, Morningstar, PPA
Education
Saint John's University 2012 — 2014
Master's degree, Risk Management & Insurance
College of Arts and Science of Beijing Union University 2007 — 2011
Bachelor's degree, International Finance
Baruch College, City University of New York (CUNY)
Chong Zhang Chong Zhang's The M&A Advisor Experience September 2013 - March 2014
Job Associate at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual April 2014 - Present
The M&A Advisor September 2013 - March 2014
Envision Group Consulting July 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Negotiation, Editing
Education
Saint John's University 2012 — 2014
Master's degree, Risk Management & Insurance
College of Arts and Science of Beijing Union University 2007 — 2011
Bachelor's degree, International Finance
Northwestern Mutual April 2014 - Present
The M&A Advisor September 2013 - March 2014
Envision Group Consulting July 2013 - October 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Negotiation, Editing
Education
Saint John's University 2012 — 2014
Master's degree, Risk Management & Insurance
College of Arts and Science of Beijing Union University 2007 — 2011
Bachelor's degree, International Finance
Carlos Eduardo Arboleda Garcia Carlos Eduardo Arboleda Garcia's The M&A Advisor Experience October 2013 - Present
Job Business Development Intern at The M&A Advisor
Industry Financial Services
Experience
The M&A Advisor October 2013 - Present
Skills
Finance, Analytical Skills, Spanish, English, German, Business Strategy, Teamwork
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
B.S.B.A., Finance and International Business Double Major. Economics Minor
Colegio Alemán - Deutsche Schule Cali 1994 — 2008
High School, IB Diploma
German High School (Europaschule Gymnasium Bad Nenndorf) 2005 — 2006
Exchange Student, 10th Grade Completion
The M&A Advisor October 2013 - Present
Skills
Finance, Analytical Skills, Spanish, English, German, Business Strategy, Teamwork
Education
Elon University - Martha and Spencer Love School of Business 2009 — 2013
B.S.B.A., Finance and International Business Double Major. Economics Minor
Colegio Alemán - Deutsche Schule Cali 1994 — 2008
High School, IB Diploma
German High School (Europaschule Gymnasium Bad Nenndorf) 2005 — 2006
Exchange Student, 10th Grade Completion
Roslyn Jin Roslyn Jin's The M&A Advisor Experience June 2013 - August 2013
Job Sales and Trading Analyst at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
American Enterprise Institute February 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Executive Office of the President, U.S. Trade Representative September 2013 - December 2013
J.P. Morgan November 2013 - November 2013
The M&A Advisor June 2013 - August 2013
Agricultural Development Bank of China June 2012 - August 2012
American Cancer Society June 2009 - August 2010
Skills
Microsoft Office, Business Development, Event Planning, Capital IQ, CRM, Fundraising, Mandarin, Emerging Markets, Writing, International Relations, Philanthropy, Community Outreach, Social Media, Photoshop, Research, Policy Analysis, Stata
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), China & Asia Pacific Studies, Business, English
Peking University 2014 — 2014
International Relations and Affairs
Great Neck South High School 2007 — 2011
Bank of America Merrill Lynch July 2015 - Present
American Enterprise Institute February 2014 - May 2015
Bank of America Merrill Lynch June 2014 - August 2014
Executive Office of the President, U.S. Trade Representative September 2013 - December 2013
J.P. Morgan November 2013 - November 2013
The M&A Advisor June 2013 - August 2013
Agricultural Development Bank of China June 2012 - August 2012
American Cancer Society June 2009 - August 2010
Skills
Microsoft Office, Business Development, Event Planning, Capital IQ, CRM, Fundraising, Mandarin, Emerging Markets, Writing, International Relations, Philanthropy, Community Outreach, Social Media, Photoshop, Research, Policy Analysis, Stata
Education
Cornell University 2011 — 2015
Bachelor of Arts (B.A.), China & Asia Pacific Studies, Business, English
Peking University 2014 — 2014
International Relations and Affairs
Great Neck South High School 2007 — 2011
Nancy Vaval Nancy Vaval's The M&A Advisor Experience November 2010 - August 2011
Job Writer at NB Freelance
Industry Writing and Editing
Experience
NB Freelance January 2013 - Present
GGSC. Inc January 2011 - Present
HealthiNation 2011 - 2012
The M&A Advisor November 2010 - August 2011
GoalQuest, Inc April 2007 - November 2009
Skills
Blogging, Salesforce.com, Social Media Marketing, Public Speaking, Sales, Management, Time Management, Online Advertising
Education
Walden University 2011 — 2013
MBA, Business Administration
Temple University - Fox School of Business and Management 1997 — 2001
Bachelors, Marketing
The Mary Louis Academy 1993 — 1997
HS Diploma, General Studies
NB Freelance January 2013 - Present
GGSC. Inc January 2011 - Present
HealthiNation 2011 - 2012
The M&A Advisor November 2010 - August 2011
GoalQuest, Inc April 2007 - November 2009
Skills
Blogging, Salesforce.com, Social Media Marketing, Public Speaking, Sales, Management, Time Management, Online Advertising
Education
Walden University 2011 — 2013
MBA, Business Administration
Temple University - Fox School of Business and Management 1997 — 2001
Bachelors, Marketing
The Mary Louis Academy 1993 — 1997
HS Diploma, General Studies
Juan Madrid Segarra Juan Madrid Segarra's The M&A Advisor Experience May 2014 - August 2014
Job Professional Associate Financial Lines
Industry Insurance
Experience
AIG July 2015 - Present
The M&A Advisor May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Teamwork, Leadership, Team Leadership, Accounting, Finance, Microsoft Office, Market Research
Education
Elon University 2012 — 2015
Bachelor of Business Administration (BBA), International Business
AIG July 2015 - Present
The M&A Advisor May 2014 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Teamwork, Leadership, Team Leadership, Accounting, Finance, Microsoft Office, Market Research
Education
Elon University 2012 — 2015
Bachelor of Business Administration (BBA), International Business
Don Antonio Santos Don Antonio Santos's The M&A Advisor Experience May 2014 - August 2014
Job IT Intern at HLW International LLP
Industry Computer & Network Security
Experience
Library Systems, University at Albany August 2015 - Present
College of Engineering and Applied Sciences, University at Albany August 2015 - Present
HLW International LLP June 2015 - August 2015
Interactive Media Center, University at Albany February 2014 - August 2015
The M&A Advisor May 2014 - August 2014
Skills
Teamwork, Research, PowerPoint, Microsoft Office, Microsoft Excel, Windows, Microsoft Word, Electronics, Java, Access, Social Networking, Editing, Programming, Photoshop, Customer Service, Statistics, Social Media, English, Public Relations, Spanish, Analysis, HTML 5, Team Leadership, Market Research, Public Speaking, Data Analysis, HTML, Technical Support, Information Technology, Hardware, C, Leadership, CSS, Networking, Mac, Mac OS X Server, Mac Systems
Education
State University of New York at Albany 2013 — 2016
Bachelor of Science (B.S.), Informatics - Cyber Security & IT
Library Systems, University at Albany August 2015 - Present
College of Engineering and Applied Sciences, University at Albany August 2015 - Present
HLW International LLP June 2015 - August 2015
Interactive Media Center, University at Albany February 2014 - August 2015
The M&A Advisor May 2014 - August 2014
Skills
Teamwork, Research, PowerPoint, Microsoft Office, Microsoft Excel, Windows, Microsoft Word, Electronics, Java, Access, Social Networking, Editing, Programming, Photoshop, Customer Service, Statistics, Social Media, English, Public Relations, Spanish, Analysis, HTML 5, Team Leadership, Market Research, Public Speaking, Data Analysis, HTML, Technical Support, Information Technology, Hardware, C, Leadership, CSS, Networking, Mac, Mac OS X Server, Mac Systems
Education
State University of New York at Albany 2013 — 2016
Bachelor of Science (B.S.), Informatics - Cyber Security & IT
Farel Alassane Farel Alassane's The M&A Advisor Experience 2010 - 2010
Job Senior Analyst, Investment Data at Addenda Capital
Industry Investment Management
Experience
Addenda Capital July 2014 - Present
Fiera Capital Corporation July 2012 - July 2014
Societe Generale Corporate & Investment Banking 2011 - 2012
The M&A Advisor 2010 - 2010
Skills
Fixed Income, Derivatives, Capital Markets, Alternative Investments, Equities, Bloomberg, Hedge Funds, Financial Markets, Portfolio Management
Education
Concordia University - John Molson School of Business
MBA,CFA Candidate, Investment Management
Saint John's University - Peter J. Tobin College of Business
BSc, Finance
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University 2005 — 2006
Addenda Capital July 2014 - Present
Fiera Capital Corporation July 2012 - July 2014
Societe Generale Corporate & Investment Banking 2011 - 2012
The M&A Advisor 2010 - 2010
Skills
Fixed Income, Derivatives, Capital Markets, Alternative Investments, Equities, Bloomberg, Hedge Funds, Financial Markets, Portfolio Management
Education
Concordia University - John Molson School of Business
MBA,CFA Candidate, Investment Management
Saint John's University - Peter J. Tobin College of Business
BSc, Finance
Санкт-Петербургский Государственный Политехнический Университет / Saint Petersburg State Polytechnical University 2005 — 2006
Liudmila Pisareva's The M&A Advisor Experience November 2011 - Present
Job Leadership Services Manager, The M&A Advisor
Industry Management Consulting
Experience
The M&A Advisor November 2011 - Present
Commercial Bank "Ivanovo" September 2008 - August 2009
Blue Ridge Savings Bank September 2007 - December 2007
Skills
Possess strong..., Computer Proficiency, Team Leadership, Conceptual Ability, Business Decision Making, Professional Ethics, Accounting, Business Planning, Customer Service, Financial Analysis, Leadership, Financial Modeling, Market Research, Microsoft Word, Public Relations, Public Speaking, Social Media Marketing, Social Networking, Teamwork, Training
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Executive Management
2009 - 2004 Ivanovo State University
BA (Honors; in Applied Computer Science, Economy
2008 - 2005 Ivanovo State University
2010 - 2009 University Preparation, EF International Language School
MBA
The M&A Advisor November 2011 - Present
Commercial Bank "Ivanovo" September 2008 - August 2009
Blue Ridge Savings Bank September 2007 - December 2007
Skills
Possess strong..., Computer Proficiency, Team Leadership, Conceptual Ability, Business Decision Making, Professional Ethics, Accounting, Business Planning, Customer Service, Financial Analysis, Leadership, Financial Modeling, Market Research, Microsoft Word, Public Relations, Public Speaking, Social Media Marketing, Social Networking, Teamwork, Training
Education
Saint John's University - Peter J. Tobin College of Business 2010 — 2012
MBA, Executive Management
2009 - 2004 Ivanovo State University
BA (Honors; in Applied Computer Science, Economy
2008 - 2005 Ivanovo State University
2010 - 2009 University Preparation, EF International Language School
MBA
Andrew Reyes's The M&A Advisor Experience September 2011 - December 2011
Job Financial Analyst at Nickelodeon
Industry Accounting
Experience
Viacom January 2015 - Present
Marriott International May 2014 - January 2015
Viacom September 2013 - May 2014
Marriott International August 2012 - May 2014
The M&A Advisor September 2011 - December 2011
Skills
Microsoft Excel, Customer Service, Accounting, Training, Microsoft Word, CRM, Sales, Teamwork, SAP, PowerPoint, Capital IQ, US GAAP, Micros, Hospitality, Team Leadership, Translation, Concierge Services, Research, Data Entry, Journal Entries, Account Reconciliation, GAAP, Microsoft Office, Invoicing, Social Networking, Financial Analysis, IDEA, WizSoft
Education
State University of New York College at Old Westbury 2013 — 2014
Master of Science (MSc), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Finance, General
Viacom January 2015 - Present
Marriott International May 2014 - January 2015
Viacom September 2013 - May 2014
Marriott International August 2012 - May 2014
The M&A Advisor September 2011 - December 2011
Skills
Microsoft Excel, Customer Service, Accounting, Training, Microsoft Word, CRM, Sales, Teamwork, SAP, PowerPoint, Capital IQ, US GAAP, Micros, Hospitality, Team Leadership, Translation, Concierge Services, Research, Data Entry, Journal Entries, Account Reconciliation, GAAP, Microsoft Office, Invoicing, Social Networking, Financial Analysis, IDEA, WizSoft
Education
State University of New York College at Old Westbury 2013 — 2014
Master of Science (MSc), Accounting
St. John's University 2007 — 2011
Bachelor of Science (BS), Finance, General
Jenya Seletsky Jenya Seletsky's The M&A Advisor Experience 2007 - 2010
Job CEO at Jenyas.com
Industry Apparel & Fashion
Experience
Rensys January 2013 - Present
Jenyas.com January 2000 - Present
Diamondazed.com 2002 - 2011
The M&A Advisor 2007 - 2010
Skills
Social Networking, Social Media, Online Advertising, Public Speaking, Microsoft Office, Social Media Marketing, Customer Service
Education
University of Colorado Denver 2002 — 2009
Masters, Business Strategy and Marketing
Rensys January 2013 - Present
Jenyas.com January 2000 - Present
Diamondazed.com 2002 - 2011
The M&A Advisor 2007 - 2010
Skills
Social Networking, Social Media, Online Advertising, Public Speaking, Microsoft Office, Social Media Marketing, Customer Service
Education
University of Colorado Denver 2002 — 2009
Masters, Business Strategy and Marketing
Isabel Zhao Isabel Zhao's The M&A Advisor Experience May 2013 - August 2013
Job Tax Reporting Intern at Goldman Sachs
Industry Accounting
Experience
Goldman Sachs September 2014 - Present
Geller & Company March 2014 - September 2014
Travel Planners Inc. September 2013 - March 2014
The M&A Advisor May 2013 - August 2013
Mega Academy February 2012 - June 2013
C.K. Sea Co., LLC July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Mac OS, Teamwork, Capital IQ
Education
William E. Macaulay Honors College at Baruch College 2012 — 2016
Bachelor’s Degree, Accounting
Bronx High School of Science 2008 — 2012
Goldman Sachs September 2014 - Present
Geller & Company March 2014 - September 2014
Travel Planners Inc. September 2013 - March 2014
The M&A Advisor May 2013 - August 2013
Mega Academy February 2012 - June 2013
C.K. Sea Co., LLC July 2011 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Mac OS, Teamwork, Capital IQ
Education
William E. Macaulay Honors College at Baruch College 2012 — 2016
Bachelor’s Degree, Accounting
Bronx High School of Science 2008 — 2012
Roya Pourkalbasi Esfahani's The M&A Advisor Experience November 2011 - September 2012
Job Intern at The M&A Advisor
Industry Financial Services
Experience
NILICO September 2012 - March 2013
The M&A Advisor November 2011 - September 2012
Universal Music Group May 2011 - August 2011
Dinosaur Securities May 2011 - July 2011
2009-2011 St. John's University October 2009 - May 2011
Verticity May 2008 - August 2008
IACPA Firm 2002 - 2006
Mehr Afarin Physician Corporation January 2000 - January 2002
Skills
Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Access, Financial Reporting, Research, Teamwork, Analysis, Microsoft Word, Insurance, Management, Word, Excel, Visual Basic...
Education
Baruch College: City University of New YorkNew 2010 — 2012
Accounting Principles, 3.68
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
Master of Business Administration, Finance, 3.72
Azad University
Bachelor of Science, Accounting
NILICO September 2012 - March 2013
The M&A Advisor November 2011 - September 2012
Universal Music Group May 2011 - August 2011
Dinosaur Securities May 2011 - July 2011
2009-2011 St. John's University October 2009 - May 2011
Verticity May 2008 - August 2008
IACPA Firm 2002 - 2006
Mehr Afarin Physician Corporation January 2000 - January 2002
Skills
Financial Analysis, Leadership, Microsoft Office, Microsoft Excel, Finance, PowerPoint, Access, Financial Reporting, Research, Teamwork, Analysis, Microsoft Word, Insurance, Management, Word, Excel, Visual Basic...
Education
Baruch College: City University of New YorkNew 2010 — 2012
Accounting Principles, 3.68
Saint John's University - Peter J. Tobin College of Business 2009 — 2012
Master of Business Administration, Finance, 3.72
Azad University
Bachelor of Science, Accounting
Clinton C. Panday's The M&A Advisor Experience June 2005 - January 2007
Job IT Systems Specialist at ShoreTel
Industry Telecommunications
Experience
ShoreTel March 2012 - Present
M5 Networks October 2011 - March 2012
The Bowery Hotel February 2007 - December 2009
The M&A Advisor June 2005 - January 2007
Skills
VoIP, IT Management, IT Operations, LAN-WAN, Networking, System Administration, Microsoft Technologies, Unified Communications, Help Desk Support, Microsoft Exchange, Telecommunications, Cisco Technologies, Cloud Computing, Databases, IT Solutions, Data Center, Hotel Management, Integration, Switches, Technical Support
Education
Colorado Technical University
Bachelor of Science (B.S.), Information Technology, Network Management Concentration, GPA 3.79 / 4.00
ShoreTel March 2012 - Present
M5 Networks October 2011 - March 2012
The Bowery Hotel February 2007 - December 2009
The M&A Advisor June 2005 - January 2007
Skills
VoIP, IT Management, IT Operations, LAN-WAN, Networking, System Administration, Microsoft Technologies, Unified Communications, Help Desk Support, Microsoft Exchange, Telecommunications, Cisco Technologies, Cloud Computing, Databases, IT Solutions, Data Center, Hotel Management, Integration, Switches, Technical Support
Education
Colorado Technical University
Bachelor of Science (B.S.), Information Technology, Network Management Concentration, GPA 3.79 / 4.00
David Fergusson's The M&A Advisor Experience November 2014 - Present
Job CoChief Executive Officer and President at The M&A Advisor
Industry Financial Services
Experience
The M&A Advisor November 2014 - Present
The M&A Advisor June 2013 - Present
The M&A Advisor June 2010 - June 2013
Paradigm Management Partners 1999 - 2010
Fergusson Atlantic 1996 - 2010
Graj + Gustavsen Inc. (G+G) 2005 - 2007
Skills
New Business Development, Business Strategy, Business Planning, Marketing, Brand Development, Brand Management, Entrepreneurship, Strategy, Market Analysis, Business Development, Leadership, Management, Investments, Venture Capital, Finance, Start-ups, Competitive Analysis, Private Equity, Sales Management, Market Research, Due Diligence, Valuation, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Marketing Strategy, Corporate Finance, Executive Management
Education
University of Guelph 1978 — 1982
BA, Political Science, Business
King's Edgehill 1975 — 1978
The M&A Advisor November 2014 - Present
The M&A Advisor June 2013 - Present
The M&A Advisor June 2010 - June 2013
Paradigm Management Partners 1999 - 2010
Fergusson Atlantic 1996 - 2010
Graj + Gustavsen Inc. (G+G) 2005 - 2007
Skills
New Business Development, Business Strategy, Business Planning, Marketing, Brand Development, Brand Management, Entrepreneurship, Strategy, Market Analysis, Business Development, Leadership, Management, Investments, Venture Capital, Finance, Start-ups, Competitive Analysis, Private Equity, Sales Management, Market Research, Due Diligence, Valuation, Strategic Partnerships, Mergers & Acquisitions, Strategic Planning, Financial Modeling, Marketing Strategy, Corporate Finance, Executive Management
Education
University of Guelph 1978 — 1982
BA, Political Science, Business
King's Edgehill 1975 — 1978
Steven D'Addario, MBA Steven D'Addario, MBA's The M&A Advisor Experience September 2009 - December 2009
Job Marketing Manager
Industry Telecommunications
Experience
Charter Communications September 2015 - Present
Broadview Networks July 2013 - September 2015
Broadview Networks April 2011 - July 2013
PepsiCo September 2010 - March 2011
The M&A Advisor September 2009 - December 2009
Forest Hills Capital Management September 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Managed Services, Financial Reporting, Revenue Analysis, Pricing Analysis, Pricing Strategy, Forecasting, Ad Hoc Reporting, Telecommunications, Six Sigma, Business Development, Microsoft Office, Hosted Services, Contract Negotiation, Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategy
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Financial Management
University at Albany, SUNY 2005 — 2008
BS, Economics
Charter Communications September 2015 - Present
Broadview Networks July 2013 - September 2015
Broadview Networks April 2011 - July 2013
PepsiCo September 2010 - March 2011
The M&A Advisor September 2009 - December 2009
Forest Hills Capital Management September 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Competitive Analysis, Managed Services, Financial Reporting, Revenue Analysis, Pricing Analysis, Pricing Strategy, Forecasting, Ad Hoc Reporting, Telecommunications, Six Sigma, Business Development, Microsoft Office, Hosted Services, Contract Negotiation, Analysis, Mergers & Acquisitions, Strategic Partnerships, Strategy
Education
Pace University - Lubin School of Business 2008 — 2010
MBA, Financial Management
University at Albany, SUNY 2005 — 2008
BS, Economics
Gerald Squires Jr Gerald Squires Jr's The M&A Advisor Experience November 2007 - May 2008
Job Administrative Assistant/Customer service representative
Industry Executive Office
Experience
GLM Consult and Art March 2015 - May 2015
High Tech Security and Communications May 2014 - February 2015
Net-Tel, USA, Inc January 2014 - April 2014
Bird Dog Traffic Control March 2013 - May 2013
Various Temporary employment agencies June 2009 - May 2010
Rapid Tax Filing Services December 2008 - February 2009
The M&A Advisor November 2007 - May 2008
Academy Fire Life Safety, LLC June 2007 - August 2007
Welsh Architect May 2005 - May 2007
Temporary Employment Agencies August 1998 - May 2005
Skills
Data Entry, Customer Service, Payroll, Spreadsheets, Microsoft Word, Microsoft Office, Administration, Invoicing, Outlook, Administrative..., Human Resources, Administrative..., Social Media, Microsoft Excel, Microsoft Word..., SAP R/3, Management, Travel Arrangements, Communication, Bookkeeping, Customer Satisfaction, Customer Relations, PowerPoint, Office Equipment, Personnel Leadership, Personnel training, Office Management, Call Centers, Access, Time Management, Telephone Skills
Education
Art Institute of Pittsburgh 2009 — 2009
Video game art and design
Dowling College 1991 — 1992
Aeronautics/Aviation/Aerospace Science and Technology, General
GLM Consult and Art March 2015 - May 2015
High Tech Security and Communications May 2014 - February 2015
Net-Tel, USA, Inc January 2014 - April 2014
Bird Dog Traffic Control March 2013 - May 2013
Various Temporary employment agencies June 2009 - May 2010
Rapid Tax Filing Services December 2008 - February 2009
The M&A Advisor November 2007 - May 2008
Academy Fire Life Safety, LLC June 2007 - August 2007
Welsh Architect May 2005 - May 2007
Temporary Employment Agencies August 1998 - May 2005
Skills
Data Entry, Customer Service, Payroll, Spreadsheets, Microsoft Word, Microsoft Office, Administration, Invoicing, Outlook, Administrative..., Human Resources, Administrative..., Social Media, Microsoft Excel, Microsoft Word..., SAP R/3, Management, Travel Arrangements, Communication, Bookkeeping, Customer Satisfaction, Customer Relations, PowerPoint, Office Equipment, Personnel Leadership, Personnel training, Office Management, Call Centers, Access, Time Management, Telephone Skills
Education
Art Institute of Pittsburgh 2009 — 2009
Video game art and design
Dowling College 1991 — 1992
Aeronautics/Aviation/Aerospace Science and Technology, General
Prabhu Ramamoorthy Prabhu Ramamoorthy's The M&A Advisor Experience October 2009 - November 2009
Job Manager Advisory Market Risk/Treasury KPMG, CFA Chartered Financial Analyst, FRM Financial Risk Manager, CAIA
Industry Financial Services
Experience
KPMG February 2014 - Present
Ernst & Young October 2010 - February 2014
TIBCO Software April 2010 - August 2010
Paramam Financials September 2008 - August 2010
The M&A Advisor October 2009 - November 2009
Forest Hills Capital Management October 2009 - November 2009
University of Wisconsin-Madison August 2007 - May 2009
Fintel September 2008 - December 2008
iLink Systems June 2008 - August 2008
Telesto Infotech September 2005 - August 2007
Skills
Risk Management, Investment Banking, Capital Markets, Valuation, Asset Management, Asset Managment, Due Diligence, VBA, Financial Risk, Strategic Financial..., Venture Capital, Finance, Corporate Finance, Credit Risk, Business Analysis, Basel II, Entrepreneurship, Financial Modeling, Market Risk, Business Intelligence, Stress Testing, Strategy, Equities, Banking, Analytics, Analysis, Financial Services, Trading
Education
Chartered Financial Analyst 2012 — 2013
Finance, Economics, Alternative Investments
Certified FRM Financial Risk Manager GARP 2009 — 2011
CFA, Finance
University of Wisconsin-Madison - School of Business 2007 — 2009
MBA, Finance
Birla Institute of Technology and Science 2000 — 2004
Electrical and Electronics
Other
KPMG February 2014 - Present
Ernst & Young October 2010 - February 2014
TIBCO Software April 2010 - August 2010
Paramam Financials September 2008 - August 2010
The M&A Advisor October 2009 - November 2009
Forest Hills Capital Management October 2009 - November 2009
University of Wisconsin-Madison August 2007 - May 2009
Fintel September 2008 - December 2008
iLink Systems June 2008 - August 2008
Telesto Infotech September 2005 - August 2007
Skills
Risk Management, Investment Banking, Capital Markets, Valuation, Asset Management, Asset Managment, Due Diligence, VBA, Financial Risk, Strategic Financial..., Venture Capital, Finance, Corporate Finance, Credit Risk, Business Analysis, Basel II, Entrepreneurship, Financial Modeling, Market Risk, Business Intelligence, Stress Testing, Strategy, Equities, Banking, Analytics, Analysis, Financial Services, Trading
Education
Chartered Financial Analyst 2012 — 2013
Finance, Economics, Alternative Investments
Certified FRM Financial Risk Manager GARP 2009 — 2011
CFA, Finance
University of Wisconsin-Madison - School of Business 2007 — 2009
MBA, Finance
Birla Institute of Technology and Science 2000 — 2004
Electrical and Electronics
Other
Julius Picardi Julius Picardi's The M&A Advisor Experience October 2012 - April 2013
Job B2B development pro with specialties in media (online, print, and mobile), wealth management, finance, and accounting.
Industry Financial Services
Experience
Penton April 2013 - Present
The M&A Advisor October 2012 - April 2013
Thomson Reuters July 2011 - July 2012
The M&A Advisor September 2010 - June 2011
MassMutual Financial Group/Lee-Nolan Associates, LLC December 2009 - August 2010
Source Media August 2007 - August 2009
Self Employed 2004 - 2007
Commerce Bank Championship 2005 - 2006
Professional Sports Publications 1997 - 2003
New Jersey Nets 1993 - 1995
Skills
Capital Markets, Publishing, New Business Development, Financial Accounting, Community Service, Financial Management, Sponsorship Marketing, Sports Marketing, Sponsorship, Sales, Negotiation, Finance, Account Management, Financial Services, Managerial Finance, B2B, Private Equity, Banking, Analysis, Marketing, Advertising, Business Development, Strategic Planning, Advertising Sales, Mergers & Acquisitions, Strategic Partnerships, Digital Media, Newsletters, Credit, Insurance, Portfolio Management, Cold Calling, Sales Management, Management, CRM, Lead Generation, Competitive Analysis, Strategy, Small Business
Education
Pace University - Lubin School of Business
MBA, Management Science/Operations Research
University at Albany, SUNY
BS, Accounting
Paul D. Schreiber High School
Penton April 2013 - Present
The M&A Advisor October 2012 - April 2013
Thomson Reuters July 2011 - July 2012
The M&A Advisor September 2010 - June 2011
MassMutual Financial Group/Lee-Nolan Associates, LLC December 2009 - August 2010
Source Media August 2007 - August 2009
Self Employed 2004 - 2007
Commerce Bank Championship 2005 - 2006
Professional Sports Publications 1997 - 2003
New Jersey Nets 1993 - 1995
Skills
Capital Markets, Publishing, New Business Development, Financial Accounting, Community Service, Financial Management, Sponsorship Marketing, Sports Marketing, Sponsorship, Sales, Negotiation, Finance, Account Management, Financial Services, Managerial Finance, B2B, Private Equity, Banking, Analysis, Marketing, Advertising, Business Development, Strategic Planning, Advertising Sales, Mergers & Acquisitions, Strategic Partnerships, Digital Media, Newsletters, Credit, Insurance, Portfolio Management, Cold Calling, Sales Management, Management, CRM, Lead Generation, Competitive Analysis, Strategy, Small Business
Education
Pace University - Lubin School of Business
MBA, Management Science/Operations Research
University at Albany, SUNY
BS, Accounting
Paul D. Schreiber High School
Gaurab Reja's The M&A Advisor Experience May 2010 - September 2010
Job Financial Analyst Net Leased Properties Group at Marcus & Millichap
Industry Real Estate
Experience
Marcus & Millichap- Net Leased Properties Group July 2015 - Present
CoStar Group May 2013 - July 2015
Brandeis University January 2011 - May 2013
Massey Knakal Realty Services June 2012 - August 2012
Keiretsu Forum NY Tristate Chapter May 2011 - September 2011
The M&A Advisor May 2010 - September 2010
Skills
Research, Event Planning, Social Networking, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word, Social Media Marketing, Public Relations, Spanish, Marketing Communications, Economics, Fundraising, Microsoft Office, Financial Analysis, Non-profits, Finance, Editing, French, SPSS
Education
Brandeis University 2009 — 2013
Bachelor's degree, Psychology, Business
Townsend Harris High School
Marcus & Millichap- Net Leased Properties Group July 2015 - Present
CoStar Group May 2013 - July 2015
Brandeis University January 2011 - May 2013
Massey Knakal Realty Services June 2012 - August 2012
Keiretsu Forum NY Tristate Chapter May 2011 - September 2011
The M&A Advisor May 2010 - September 2010
Skills
Research, Event Planning, Social Networking, PowerPoint, Public Speaking, Social Media, Microsoft Excel, Microsoft Word, Social Media Marketing, Public Relations, Spanish, Marketing Communications, Economics, Fundraising, Microsoft Office, Financial Analysis, Non-profits, Finance, Editing, French, SPSS
Education
Brandeis University 2009 — 2013
Bachelor's degree, Psychology, Business
Townsend Harris High School
Hannah Garcia's The M&A Advisor Experience June 2015 - August 2015
Job Student attending Florida State University
Industry Real Estate
Experience
Florida Department of Health December 2014 - Present
The M&A Advisor June 2015 - August 2015
Midtown Commercial Real Estate Co. June 2015 - July 2015
TanShadows tanning salon August 2012 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Marketing, Microsoft Office, Leadership, Customer Service, Time Management, Marketing Strategy, Program Management, Business Development, Event Management, Social Networking, Data Entry, Nonprofits, Microsoft Word, Finance, Outlook, Microsoft Excel, Social Media, Teamwork, PowerPoint, Social Media Marketing, Event Planning, Cold Calling, Sales
Education
Florida State University 2014 — 2016
Bachelor's degree, Finance and Real Estate
Tallahassee Community College 2012 — 2014
Associate of Arts (AA), Finance, General
Florida Department of Health December 2014 - Present
The M&A Advisor June 2015 - August 2015
Midtown Commercial Real Estate Co. June 2015 - July 2015
TanShadows tanning salon August 2012 - April 2014
New York Life Insurance Company May 2013 - August 2013
Skills
Marketing, Microsoft Office, Leadership, Customer Service, Time Management, Marketing Strategy, Program Management, Business Development, Event Management, Social Networking, Data Entry, Nonprofits, Microsoft Word, Finance, Outlook, Microsoft Excel, Social Media, Teamwork, PowerPoint, Social Media Marketing, Event Planning, Cold Calling, Sales
Education
Florida State University 2014 — 2016
Bachelor's degree, Finance and Real Estate
Tallahassee Community College 2012 — 2014
Associate of Arts (AA), Finance, General
Margret Hardardottir Margret Hardardottir's The M&A Advisor Experience October 2011 - December 2012
Job Director of Investor Relations at Lateral Investment Management
Industry Financial Services
Experience
Lateral Investment Management, LLC May 2015 - Present
Drever Family Foundation September 2013 - May 2015
Drever Capital Management July 2013 - May 2015
Wall Street Oasis April 2012 - June 2014
The M&A Advisor October 2011 - December 2012
Bainbridge Capital December 2010 - November 2011
Terra Nova Technologies March 2006 - November 2010
Skills
Management, Leadership, CRM, Financial Analysis, Business Strategy, Event Planning, Mergers & Acquisitions, Event Management, Financial Modeling, Finance, Market Research, Private Equity, Entrepreneurship, Strategic Planning, Project Management, Social Networking, Public Speaking, Valuation, Due Diligence, Business Development, Marketing Strategy, Social Media, Capital Markets, Press Releases, Investor Relations, Fundraising, Public Relations, Start-ups, Social Media Marketing, Financial Reporting, Online Advertising
Education
San Diego State University-California State University 2008 — 2011
B.Sc., Business Administration (Finance)
Menntaskolinn i Kopavogi 1998 — 2001
Secondary Degree, Natural Sciences
Canyon Springs High School 1994 — 1998
Lateral Investment Management, LLC May 2015 - Present
Drever Family Foundation September 2013 - May 2015
Drever Capital Management July 2013 - May 2015
Wall Street Oasis April 2012 - June 2014
The M&A Advisor October 2011 - December 2012
Bainbridge Capital December 2010 - November 2011
Terra Nova Technologies March 2006 - November 2010
Skills
Management, Leadership, CRM, Financial Analysis, Business Strategy, Event Planning, Mergers & Acquisitions, Event Management, Financial Modeling, Finance, Market Research, Private Equity, Entrepreneurship, Strategic Planning, Project Management, Social Networking, Public Speaking, Valuation, Due Diligence, Business Development, Marketing Strategy, Social Media, Capital Markets, Press Releases, Investor Relations, Fundraising, Public Relations, Start-ups, Social Media Marketing, Financial Reporting, Online Advertising
Education
San Diego State University-California State University 2008 — 2011
B.Sc., Business Administration (Finance)
Menntaskolinn i Kopavogi 1998 — 2001
Secondary Degree, Natural Sciences
Canyon Springs High School 1994 — 1998
Jonathan Lee's The M&A Advisor Experience June 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2015 - Present
Oppenheimer & Co. April 2014 - June 2015
Jordan Edmiston Group May 2013 - August 2013
Bengur Bryan & Co February 2013 - May 2013
The M&A Advisor June 2012 - August 2012
Skills
PowerPoint, Economics, DCF Valuation, Capital IQ, Microsoft Excel, Investment Banking, Financial Analysis, Microsoft Office, Microsoft Word, Social Networking, Market Research, Management, Financial Modeling, Mergers & Acquisitions
Education
The Johns Hopkins University 2010 — 2013
BS, Economics; Management
The Bronx High School of Science 2006 — 2010
Regents Diploma with Honors
Credit Suisse June 2015 - Present
Oppenheimer & Co. April 2014 - June 2015
Jordan Edmiston Group May 2013 - August 2013
Bengur Bryan & Co February 2013 - May 2013
The M&A Advisor June 2012 - August 2012
Skills
PowerPoint, Economics, DCF Valuation, Capital IQ, Microsoft Excel, Investment Banking, Financial Analysis, Microsoft Office, Microsoft Word, Social Networking, Market Research, Management, Financial Modeling, Mergers & Acquisitions
Education
The Johns Hopkins University 2010 — 2013
BS, Economics; Management
The Bronx High School of Science 2006 — 2010
Regents Diploma with Honors
Lucas Xu's The M&A Advisor Experience September 2013 - January 2014
Job Consultant, Distressed Debt and Asset Service Group at Deloitte
Industry Capital Markets
Experience
Deloitte January 2015 - Present
UBS Investment Bank June 2014 - August 2014
The M&A Advisor September 2013 - January 2014
CCB International Capital Limited 2013 - 2013
Hart House Investment Fund April 2012 - 2013
The Next 36 2012 - 2013
UBS Global Asset Management July 2012 - August 2012
RBC January 2012 - May 2012
University of Toronto January 2012 - 2012
PwC 2011 - 2011
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Derivatives, Mandarin, Economics, Equities, Capital Markets, Equity Research, Capital IQ, Financial Analysis, Fixed Income, Investments, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.)
University of Toronto - Rotman School of Management 2010 — 2013
B.Comm, Specialist in Finance & Economics
The University of Hong Kong 2011 — 2011
Exchange, Finance, General
Fudan University 2010 — 2010
Summer Exchange, Political Science and Government
University of Toronto - University of Trinity College 2010 — 2013
B.Comm, Specialist in Finance & Economics
Deloitte January 2015 - Present
UBS Investment Bank June 2014 - August 2014
The M&A Advisor September 2013 - January 2014
CCB International Capital Limited 2013 - 2013
Hart House Investment Fund April 2012 - 2013
The Next 36 2012 - 2013
UBS Global Asset Management July 2012 - August 2012
RBC January 2012 - May 2012
University of Toronto January 2012 - 2012
PwC 2011 - 2011
Skills
Bloomberg, Financial Modeling, Valuation, Corporate Finance, Derivatives, Mandarin, Economics, Equities, Capital Markets, Equity Research, Capital IQ, Financial Analysis, Fixed Income, Investments, Financial Services
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2013 — 2014
Master of Science (M.S.)
University of Toronto - Rotman School of Management 2010 — 2013
B.Comm, Specialist in Finance & Economics
The University of Hong Kong 2011 — 2011
Exchange, Finance, General
Fudan University 2010 — 2010
Summer Exchange, Political Science and Government
University of Toronto - University of Trinity College 2010 — 2013
B.Comm, Specialist in Finance & Economics
Evgeniya Kirpicheva Evgeniya Kirpicheva's The M&A Advisor Experience October 2012 - December 2012
Job Advancement Associate at The Cathedral School of St. John the Divine
Industry Fund-Raising
Experience
The Cathedral School of St. John the Divine December 2014 - Present
Freelance Work May 2013 - 2015
The Cathedral School of St. John the Divine August 2013 - December 2014
Fencing in the Schools May 2012 - 2014
Gojee, LLC May 2013 - July 2013
Afar Media January 2013 - May 2013
St. John's University October 2011 - May 2013
The M&A Advisor October 2012 - December 2012
WCMG Events January 2012 - May 2012
Skills
Team Leadership, Social Networking, Organization &..., Russian, Budgets, Event Planning, Fundraising, Organizational..., Event Management, Research
Education
St. John's University 2009 — 2013
Bachelor's Degree, Public Relations
The Cathedral School of St. John the Divine December 2014 - Present
Freelance Work May 2013 - 2015
The Cathedral School of St. John the Divine August 2013 - December 2014
Fencing in the Schools May 2012 - 2014
Gojee, LLC May 2013 - July 2013
Afar Media January 2013 - May 2013
St. John's University October 2011 - May 2013
The M&A Advisor October 2012 - December 2012
WCMG Events January 2012 - May 2012
Skills
Team Leadership, Social Networking, Organization &..., Russian, Budgets, Event Planning, Fundraising, Organizational..., Event Management, Research
Education
St. John's University 2009 — 2013
Bachelor's Degree, Public Relations
Dom Smith's The M&A Advisor Experience June 2014 - March 2015
Job Chairman & Chief Executive Officer at Millennial Magnate Group
Industry Capital Markets
Experience
Millennial Magnate Group September 2015 - Present
Akkadian Labs February 2015 - Present
The M&A Advisor June 2014 - March 2015
Premier Paint Roller ZPro International May 2013 - September 2013
Chadick Ellig, Inc. May 2012 - March 2013
J.Crew May 2012 - September 2012
The M&A Advisor October 2011 - June 2012
Skills
Leadership, Finance, CRM, Microsoft Excel, Business Development, Social Networking, Networking, Microsoft Dynamics, Internet of Things, Administrative..., Market Research, Executive Search, Mergers & Acquisitions, Recruiting, Building Relationships, STEM, Talent Acquisition, Human Resources, Sourcing, Due Diligence, International Business..., Account Management, System Development..., Customer Engagement, Student Government, PowerPoint, Software Sales, Unified Communications, Cisco Technologies, Collaboration Solutions, EMEA, Business Innovation, Quality Assurance, Pitch Books, Big Data, Big Data Analytics, Public Speaking, Customer Service
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Finance and Financial Management Services
Millennial Magnate Group September 2015 - Present
Akkadian Labs February 2015 - Present
The M&A Advisor June 2014 - March 2015
Premier Paint Roller ZPro International May 2013 - September 2013
Chadick Ellig, Inc. May 2012 - March 2013
J.Crew May 2012 - September 2012
The M&A Advisor October 2011 - June 2012
Skills
Leadership, Finance, CRM, Microsoft Excel, Business Development, Social Networking, Networking, Microsoft Dynamics, Internet of Things, Administrative..., Market Research, Executive Search, Mergers & Acquisitions, Recruiting, Building Relationships, STEM, Talent Acquisition, Human Resources, Sourcing, Due Diligence, International Business..., Account Management, System Development..., Customer Engagement, Student Government, PowerPoint, Software Sales, Unified Communications, Cisco Technologies, Collaboration Solutions, EMEA, Business Innovation, Quality Assurance, Pitch Books, Big Data, Big Data Analytics, Public Speaking, Customer Service
Education
Saint John's University - Peter J. Tobin College of Business 2012 — 2016
Finance and Financial Management Services
Yung Kit (Danny) Tai's The M&A Advisor Experience June 2012 - August 2012
Job JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2013 - December 2013
UBS December 2012 - May 2013
Tengrade June 2012 - 2013
The M&A Advisor June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics
Education
Macaulay Honors College at Baruch 2010 — 2014
Bachelor, Business Administration; Finance & Investments, 3.6
Yale University - Yale School of Management
Baruch College
The Bronx High School of Science 2006 — 2010
3.6
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2013 - December 2013
UBS December 2012 - May 2013
Tengrade June 2012 - 2013
The M&A Advisor June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Research, Economics
Education
Macaulay Honors College at Baruch 2010 — 2014
Bachelor, Business Administration; Finance & Investments, 3.6
Yale University - Yale School of Management
Baruch College
The Bronx High School of Science 2006 — 2010
3.6
Jenny Fu Jenny Fu's The M&A Advisor Experience May 2013 - August 2013
Job Model Risk Summer Intern at Protiviti
Industry Financial Services
Experience
Binghamton University September 2014 - December 2014
Protiviti June 2014 - August 2014
The M&A Advisor May 2013 - August 2013
Binghamton University August 2012 - May 2013
Goldman Sachs January 2013 - January 2013
Merica Learning Systems January 2011 - June 2012
Education
State University of New York at Binghamton 2011 — 2016
Bachelor of Science (BS), Management, Concentration in Financial Engineering and Management Information Systems, Senior
Stuyvesant High School 2007 — 2011
High School Diploma
Binghamton University September 2014 - December 2014
Protiviti June 2014 - August 2014
The M&A Advisor May 2013 - August 2013
Binghamton University August 2012 - May 2013
Goldman Sachs January 2013 - January 2013
Merica Learning Systems January 2011 - June 2012
Education
State University of New York at Binghamton 2011 — 2016
Bachelor of Science (BS), Management, Concentration in Financial Engineering and Management Information Systems, Senior
Stuyvesant High School 2007 — 2011
High School Diploma
Jared Hughes Jared Hughes's The M&A Advisor Experience October 2009 - September 2010
Job Major Gifts Rainmaker, Philanthropic Witch Doctor, Donor Whisperer
Industry Fund-Raising
Experience
Compassion & Choices September 2010 - Present
The M&A Advisor October 2009 - September 2010
Bellwether Fundraising November 2005 - September 2010
Points of Light Foundation & Volunteer Center National Network October 2003 - October 2005
The Methodist Home of DC October 2001 - November 2002
American University November 2000 - October 2001
The Nature Conservancy January 2000 - October 2000
Washington National Cathedral October 1996 - December 1999
The White House 1993 - 1995
Prague Castle - Office of the President of the Czech Republic August 1994 - December 1994
Skills
Fundraising, Board Development, Grants, Event Planning, Philanthropy, Social Networking, Non-profits, Public Speaking, Donor Relations, Social Media, Planned Giving, Stewardship, Major Gift Development, Major Gift Cultivation, Major Gift Solicitations, Legacy Giving, Donor Acquisition, Donor Engagement, Donor Recognition, Donor Solicitation, Raiser's Edge, Phone Manner, Donor Development, Proposal Writing, Grant Writing, Inspiring People, Prospect Research, Volunteer Management, Strategy, Leadership, Fundraisers, Public Relations, Alumni Relations, Cause Marketing, Non-profit Board..., Resource Development, Research
Education
William & Mary 2001 — 2002
Certificate
American University 1993 — 1995
BA
Univerzita Hradec Králové 1994 — 1994
International Study
Westmark 1988 — 1990
High School Diploma
Westmark 1986 — 1990
Sequoyah School 1984 — 1986
Compassion & Choices September 2010 - Present
The M&A Advisor October 2009 - September 2010
Bellwether Fundraising November 2005 - September 2010
Points of Light Foundation & Volunteer Center National Network October 2003 - October 2005
The Methodist Home of DC October 2001 - November 2002
American University November 2000 - October 2001
The Nature Conservancy January 2000 - October 2000
Washington National Cathedral October 1996 - December 1999
The White House 1993 - 1995
Prague Castle - Office of the President of the Czech Republic August 1994 - December 1994
Skills
Fundraising, Board Development, Grants, Event Planning, Philanthropy, Social Networking, Non-profits, Public Speaking, Donor Relations, Social Media, Planned Giving, Stewardship, Major Gift Development, Major Gift Cultivation, Major Gift Solicitations, Legacy Giving, Donor Acquisition, Donor Engagement, Donor Recognition, Donor Solicitation, Raiser's Edge, Phone Manner, Donor Development, Proposal Writing, Grant Writing, Inspiring People, Prospect Research, Volunteer Management, Strategy, Leadership, Fundraisers, Public Relations, Alumni Relations, Cause Marketing, Non-profit Board..., Resource Development, Research
Education
William & Mary 2001 — 2002
Certificate
American University 1993 — 1995
BA
Univerzita Hradec Králové 1994 — 1994
International Study
Westmark 1988 — 1990
High School Diploma
Westmark 1986 — 1990
Sequoyah School 1984 — 1986
Stevens Raymond Stevens Raymond's The M&A Advisor Experience June 2015 - Present
Job Operations Assoicate at The M&A Advisor
Industry Real Estate
Experience
The M&A Advisor June 2015 - Present
Citi Habitats February 2015 - June 2015
Staples January 2014 - February 2015
The M&A Advisor September 2012 - June 2014
Staples May 2013 - January 2014
Advertising Long Island April 2013 - May 2013
Skills
Marketing, Customer Service, Computer Hardware, Computer Repair, Sales, Advertising, Event Management, Technical Support, Social Media Marketing, Events Coordination, Retail, PowerPoint, Social Networking, Microsoft Excel, Research, Market Research, Event Planning, Teamwork, Microsoft Word, Marketing Communications
Education
St. John's University 2009 — 2013
Bachelor of Science (B.S.), Mass Communication/Media Studies
The M&A Advisor June 2015 - Present
Citi Habitats February 2015 - June 2015
Staples January 2014 - February 2015
The M&A Advisor September 2012 - June 2014
Staples May 2013 - January 2014
Advertising Long Island April 2013 - May 2013
Skills
Marketing, Customer Service, Computer Hardware, Computer Repair, Sales, Advertising, Event Management, Technical Support, Social Media Marketing, Events Coordination, Retail, PowerPoint, Social Networking, Microsoft Excel, Research, Market Research, Event Planning, Teamwork, Microsoft Word, Marketing Communications
Education
St. John's University 2009 — 2013
Bachelor of Science (B.S.), Mass Communication/Media Studies
Jiajun(Jay) Yan Jiajun(Jay) Yan's The M&A Advisor Experience December 2014 - January 2015
Job FRM Part II Candidate, student at St. John's University
Industry
Experience
The M&A Advisor December 2014 - January 2015
Industrial and Commercial Bank of China June 2014 - August 2014
Haitong Securities June 2013 - August 2013
Skills
Investments, Finance, Data Analysis
Education
St. John's University 2013 — 2015
Master's degree
St. John's University 2013 — 2015
Master's degree, Investment Management
The M&A Advisor December 2014 - January 2015
Industrial and Commercial Bank of China June 2014 - August 2014
Haitong Securities June 2013 - August 2013
Skills
Investments, Finance, Data Analysis
Education
St. John's University 2013 — 2015
Master's degree
St. John's University 2013 — 2015
Master's degree, Investment Management
Jennifer Adams's The M&A Advisor Experience 2002 - 2004
Job Human Resources
Industry Human Resources
Experience
Mission Athletecare June 2015 - Present
The Plaza, A Fairmont Managed Hotel April 2014 - June 2015
The Plaza, A Fairmont Managed Hotel February 2013 - April 2014
The Plaza, A Fairmont Managed Hotel February 2011 - February 2013
Thompson Hotels November 2009 - February 2011
Millennium & Copthorne Hotels September 2007 - October 2009
The M&A Advisor 2002 - 2004
Skills
Human Resources, Employee Relations, Recruiting, Employee Benefits, Colleague Development, Employee Engagement, Employee Training, Labor Relations, Mediation, New Hire Orientations, Onboarding, Customer Service, Payroll, Budgets, Outlook, Research, Coaching Staff, Events, Training, Hospitality Management, Hotel Management, Hospitality Industry, Hotels
Education
State University of New York at Albany 2003 — 2007
Sociology
Thomas Edison Vocational and Technical H.S.
Mission Athletecare June 2015 - Present
The Plaza, A Fairmont Managed Hotel April 2014 - June 2015
The Plaza, A Fairmont Managed Hotel February 2013 - April 2014
The Plaza, A Fairmont Managed Hotel February 2011 - February 2013
Thompson Hotels November 2009 - February 2011
Millennium & Copthorne Hotels September 2007 - October 2009
The M&A Advisor 2002 - 2004
Skills
Human Resources, Employee Relations, Recruiting, Employee Benefits, Colleague Development, Employee Engagement, Employee Training, Labor Relations, Mediation, New Hire Orientations, Onboarding, Customer Service, Payroll, Budgets, Outlook, Research, Coaching Staff, Events, Training, Hospitality Management, Hotel Management, Hospitality Industry, Hotels
Education
State University of New York at Albany 2003 — 2007
Sociology
Thomas Edison Vocational and Technical H.S.
Gleb Kuznetsov's The M&A Advisor Experience January 2010 - May 2010
Job Staff Accountant at RD Management LLC
Industry Real Estate
Experience
RD Management LLC January 2013 - Present
RD Management LLC August 2010 - December 2012
RiskVal Financial Solutions, LLC November 2010 - January 2012
John Thomas Financial May 2010 - August 2010
The M&A Advisor January 2010 - May 2010
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
City University of New York-Hunter College 2010 — 2012
Bachelor of Science, Accountancy
City University of New York-Hunter College 2005 — 2009
Bachelors of Arts, Economics
RD Management LLC January 2013 - Present
RD Management LLC August 2010 - December 2012
RiskVal Financial Solutions, LLC November 2010 - January 2012
John Thomas Financial May 2010 - August 2010
The M&A Advisor January 2010 - May 2010
Skills
Accounting, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Microsoft Excel, Trading
Education
City University of New York-Hunter College 2010 — 2012
Bachelor of Science, Accountancy
City University of New York-Hunter College 2005 — 2009
Bachelors of Arts, Economics
Philip Stathis's The M&A Advisor Experience July 2010 - October 2010
Job Consultant, Solution Developer at Avanade, LLC
Industry Information Technology and Services
Experience
Avanade March 2013 - Present
Gig Werks April 2011 - March 2013
The M&A Advisor July 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Microsoft Word, SharePoint, SharePoint Designer, InfoPath, Visual Studio, C#, ASP.NET, Business Workflows, Website Development, InfoPath Forms, Nintex, Microsoft SQL Server, T-SQL Stored Procedures, T-SQL, Windows Server, PowerPivot, PowerView, Reporting Systems, SQL Report Writing, RDL, Powershell, Microsoft Office...
Education
Cornell University 2005 — 2010
Bachelor of Science, Electrical and Computer Engineering
Avanade March 2013 - Present
Gig Werks April 2011 - March 2013
The M&A Advisor July 2010 - October 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Project Management, Microsoft Word, SharePoint, SharePoint Designer, InfoPath, Visual Studio, C#, ASP.NET, Business Workflows, Website Development, InfoPath Forms, Nintex, Microsoft SQL Server, T-SQL Stored Procedures, T-SQL, Windows Server, PowerPivot, PowerView, Reporting Systems, SQL Report Writing, RDL, Powershell, Microsoft Office...
Education
Cornell University 2005 — 2010
Bachelor of Science, Electrical and Computer Engineering
Derek Cortes's The M&A Advisor Experience May 2013 - September 2013
Job Associate Project Manager at Kraft & Kennedy, Inc.
Industry Information Technology and Services
Experience
Kraft & Kennedy, Inc. May 2015 - Present
FusionStorm September 2014 - April 2015
Windels Marx Lane & Mittendorf, LLP February 2014 - May 2014
Rutgers University Residence Hall Association September 2013 - May 2014
Rutgers New Brunswick Computing Services April 2011 - February 2014
The M&A Advisor May 2013 - September 2013
GAL Inc May 2012 - August 2012
Rutgers University Residence Hall Association September 2010 - May 2011
Skills
Social Media, Blogging, Microsoft Office, OS X, Photography, Market Research, WordPress, Social Media Blogging, Google Docs, Keyword Research, Digital Photography, Help Desk Support, Troubleshooting, Marketing Strategy, Article Submission, Search Engine Submission, Social Media Marketing, Writing, Social Networking, Keyword Advertising, Mac OS, Online Marketing, Telephone Skills, Telephone Manner, Lightroom, Portrait Photography, Street Photography, Event Planning, Event Management, Salesforce.com, Salesforce.com..., Project Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Paramus High School 2006 — 2010
High School Diploma
Kraft & Kennedy, Inc. May 2015 - Present
FusionStorm September 2014 - April 2015
Windels Marx Lane & Mittendorf, LLP February 2014 - May 2014
Rutgers University Residence Hall Association September 2013 - May 2014
Rutgers New Brunswick Computing Services April 2011 - February 2014
The M&A Advisor May 2013 - September 2013
GAL Inc May 2012 - August 2012
Rutgers University Residence Hall Association September 2010 - May 2011
Skills
Social Media, Blogging, Microsoft Office, OS X, Photography, Market Research, WordPress, Social Media Blogging, Google Docs, Keyword Research, Digital Photography, Help Desk Support, Troubleshooting, Marketing Strategy, Article Submission, Search Engine Submission, Social Media Marketing, Writing, Social Networking, Keyword Advertising, Mac OS, Online Marketing, Telephone Skills, Telephone Manner, Lightroom, Portrait Photography, Street Photography, Event Planning, Event Management, Salesforce.com, Salesforce.com..., Project Management, Public Speaking
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Paramus High School 2006 — 2010
High School Diploma
Jacqueline Fung's The M&A Advisor Experience December 2013 - February 2014
Job Market Research Associate at Fitch Ratings
Industry Information Technology and Services
Experience
Fitch Ratings December 2014 - Present
The Wall Street Transcript February 2014 - November 2014
TD June 2013 - May 2014
The M&A Advisor December 2013 - February 2014
Skills
CRM, Business Development, Marketing, Customer Service, Sales, Finance, Relationship Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2014
Bachelor of Science (B.S.), Finance
Fitch Ratings December 2014 - Present
The Wall Street Transcript February 2014 - November 2014
TD June 2013 - May 2014
The M&A Advisor December 2013 - February 2014
Skills
CRM, Business Development, Marketing, Customer Service, Sales, Finance, Relationship Management, Microsoft Excel, PowerPoint, Microsoft Word
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2014
Bachelor of Science (B.S.), Finance