Trellus Management
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Trellus Management Employees
Visium Asset Management April 2013 - Present
Trellus Management March 2003 - March 2013
Lehman Brothers July 2000 - November 2002
Education
Wharton School, University of Pennsylvania 1996 — 2000
Bachelor of Science (B.S.), Finance and Marketing
McKinsey & Company August 2013 - Present
Groupon June 2012 - August 2012
McKinsey & Company June 2009 - July 2011
Hastens Beds August 2010 - November 2010
Trellus Management September 2008 - January 2009
McKinsey & Company June 2008 - July 2008
Education
Harvard Business School 2011 — 2013
MBA
Columbia University in the City of New York 2005 — 2009
B.A., Neuroscience & Behavior
Raymond James Financial, Inc. July 2015 - Present
Raymond James Financial Inc. June 2014 - August 2014
ABOVE May 2012 - August 2012
Food Network June 2011 - August 2011
Trellus Management June 2010 - August 2010
Skills
Business Development, Entrepreneurship, Start-ups, Business Strategy, Leadership, Financial Modeling, Marketing, Market Research, Competitive Analysis, Marketing Strategy, Corporate Finance, Valuation
Education
Duke University 2011 — 2015
Bachelor's Degree, Mechanical Engineering, Finance
UNSW Australia 2013 — 2013
Bachelor of Science (B.Sc.), Mechanical Engineering
Tech Energy Partners, LP March 2010 - Present
Trellus Management May 2001 - December 2009
PointSpeed December 1999 - April 2001
Thompson Reuters / Bridge News November 1998 - November 1999
Barbarians Led By Bill Gates January 1996 - October 1998
Trellus Management December 1993 - December 1995
CMP Media March 1992 - November 1993
Skills
Building Relationships, Relationship Cultivation, Business Relationship..., Writing, Editing, External Relationships, Account Management, Competitive Analysis, Analyst Relations, Hedge Funds, Technical Communication, Technical Analysis, Client Relationship...
Education
University of Portland
Harvard Business School August 2014 - Present
Shoptiques.com June 2015 - August 2015
Sun Capital Partners August 2012 - July 2014
Deutsche Bank July 2010 - July 2012
Trellus Management June 2009 - August 2009
Skills
Investment Banking, Valuation, M&A experience, Financial Modeling, Corporate Finance, LBO, Leveraged Finance, Investments, Venture Capital, Financial Analysis, Consumer Products, Retail, Strategic Planning, Due Diligence, Competitive Analysis, Private Equity, Bloomberg, Data Analysis, Equities, Capital Markets, Mergers
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Georgetown University - The McDonough School of Business 2006 — 2010
B.S., Finance & International Business
f3spark November 2014 - Present
(parenting sabatical) September 2013 - November 2014
Morgan Stanley March 2011 - September 2013
Morgan Stanley December 2008 - March 2011
Morgan Stanley June 2007 - November 2008
BearingPoint January 2006 - June 2007
Self Employed Consultant June 2002 - August 2003
Yesmail August 1999 - June 2002
Trellus Management October 1995 - February 1997
Chinook Capital September 1994 - October 1995
Skills
Portfolio Management, Investments, Capital Markets, Leadership, Risk Management, Strategic Planning, Financial Modeling, Investment Banking, Management Consulting, Crowdfunding, Strategy, Venture Capital, Product Management, Analytics, Start-ups, Business Development, Business Strategy, Fixed Income, Business Analysis, Change Management, Program Management
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA
Marylhurst University 1997 — 1999
Marylhurst University
Bachelor of Arts
Fir Tree Partners March 2008 - Present
Trellus Management May 2007 - March 2008
Stadia Capital LLC March 2004 - April 2007
Pershing 2000 - 2004
Pershing July 1999 - August 2000
Skills
Hedge Funds, Equities, Financial Services, Fixed Income, Bloomberg, Prime Brokerage
Education
Lehigh University 1995 — 1999
BS, Finance
Trellus Management August 2004 - Present
Major Leage Baseball Advanced Media July 2000 - July 2002
McKinsey & Company July 1998 - July 2000
Education
Harvard Business School 2002 — 2004
MBA
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
Ivory Capital March 2015 - Present
Glade Brook Capital Partners LLC July 2011 - February 2015
AlpInvest Partners August 2010 - May 2011
Lehman Brothers / Barclays Capital July 2008 - June 2010
Trellus Management June 2005 - May 2008
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Capital Markets, Private Equity, Corporate Finance, Hedge Funds, Financial Analysis, Investments
Education
Columbia College 2004 — 2008
BA, Economics - Operations Research
Allianz Global Investors September 2014 - Present
Portales Partners July 2012 - August 2014
Trellus Management June 2003 - June 2012
Credit Suisse Asset Management June 2002 - August 2002
KPMG 2000 - 2001
KPMG 1997 - 1999
Skills
Financial Modeling, Due Diligence, Portfolio Management, Capital Markets, Equity Research
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
UCLA 1993 — 1997
BA, Psychology/Accounting
FinTech Acquisition Corp. March 2015 - Present
Scanosaur Inc. May 2013 - December 2014
Visual Group August 2011 - August 2012
Trellus Management June 2010 - September 2010
Education
Wesleyan University (CT) 2008 — 2012
Economics
Choate Rosemary Hall 2003 — 2007
Aon Risk Solutions December 2014 - Present
aptsandlofts.com May 2013 - March 2014
Douglas Elliman Real Estate April 2009 - May 2013
Trellus Management 2007 - 2009
Mercer April 2005 - August 2006
Skills
Real Estate, Condos, Relocation, Sellers, Real Estate Transactions, Referrals, First Time Home Buyers, Townhomes, Listings, Leases, Investment Properties, Sales, Buyer Representation, Data Reporting, Data Analysis, Market Research
Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), English Language and Literature