Union Square Advisors
Description
Address: 70 E 55th St, New York, NY 10022 Phone: (212) 376-1700Place name: : Hours: Category: : : Website: : : : Website: http://www.usadvisors.com Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Union Square Advisors Posting publicly on the Web Write a review Reviews Be the first to review
Union Square Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Union Square Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Union Square Advisors Salaries. You can even request information on how much does Union Square Advisors pay if you want to. Learn about salaries, pros and cons of working for Union Square Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
38 Union Square Advisors employees in database. Find out everything there's to know about Union Square Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Union Square Advisors Employees
Employee
Years
Job
Industry
Jeff Pashalides Jeff Pashalides's Union Square Advisors Experience May 2007 - April 2010
Job Head of Business Development at Sequoia Capital
Industry Venture Capital & Private Equity
Experience
Sequoia Capital June 2014 - Present
TrueCar August 2013 - June 2014
Blackstone April 2010 - June 2013
Union Square Advisors May 2007 - April 2010
Credit Suisse First Boston 2001 - 2007
Education
Brown University
Bachelor's Degree, Computer Science
Stanford University
Mathematical and Computational Science
Sequoia Capital June 2014 - Present
TrueCar August 2013 - June 2014
Blackstone April 2010 - June 2013
Union Square Advisors May 2007 - April 2010
Credit Suisse First Boston 2001 - 2007
Education
Brown University
Bachelor's Degree, Computer Science
Stanford University
Mathematical and Computational Science
Lokesh Bidhan Lokesh Bidhan's Union Square Advisors Experience January 2013 - December 2013
Job Business Lead, TV & Video at Oracle Data Cloud
Industry Marketing and Advertising
Experience
Oracle August 2014 - Present
Union Square Advisors January 2013 - December 2013
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Cognizant Technology Solutions 2010 - 2010
Center for Private Equity and Entrepreneurship 2009 - 2010
Citigroup June 2008 - August 2008
Cognizant Technology Solutions 2004 - 2007
Patni Computer Systems (Acquired by IGATE Corp.) 2001 - 2004
Skills
Business Development, Strategy, Mobile Advertising, Marketing Automation, Information Technology, Competitive Analysis, Emerging Markets, Market Entry, Start-ups, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance, Investment Banking, Business Planning, Venture Capital, Private Equity, Financial Analysis, Due Diligence, Acquisition Integration, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
ESSEC - ESSEC Business School
MBA, Exchange Student
The University of British Columbia
BTech, Computer Software Engineering
Maharshi Dayanand University
Bachelor of Commerce (BCom), Business/Commerce
Oracle August 2014 - Present
Union Square Advisors January 2013 - December 2013
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Cognizant Technology Solutions 2010 - 2010
Center for Private Equity and Entrepreneurship 2009 - 2010
Citigroup June 2008 - August 2008
Cognizant Technology Solutions 2004 - 2007
Patni Computer Systems (Acquired by IGATE Corp.) 2001 - 2004
Skills
Business Development, Strategy, Mobile Advertising, Marketing Automation, Information Technology, Competitive Analysis, Emerging Markets, Market Entry, Start-ups, Valuation, Mergers & Acquisitions, Financial Modeling, Corporate Development, Corporate Finance, Investment Banking, Business Planning, Venture Capital, Private Equity, Financial Analysis, Due Diligence, Acquisition Integration, Investments
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA, General Management
ESSEC - ESSEC Business School
MBA, Exchange Student
The University of British Columbia
BTech, Computer Software Engineering
Maharshi Dayanand University
Bachelor of Commerce (BCom), Business/Commerce
Andrew Liu Andrew Liu's Union Square Advisors Experience June 2011 - August 2011
Job Investment Banking Analyst at Arma Partners
Industry Investment Banking
Experience
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Arma Partners 2013 - Present
JMI Equity January 2012 - 2012
AGC Partners 2012 - 2012
Zhejiang Venture Capital September 2011 - December 2011
Union Square Advisors June 2011 - August 2011
Waddell & Reed April 2010 - September 2010
Skills
Corporate Development, LBO, M&A experience, Microsoft Excel, Capital IQ, Entrepreneurship, Stata, Start-ups, Finance, Competitive Analysis
Education
University of California, San Diego 2008 — 2012
BS, Management Science
Peking University 2011 — 2011
Chinese Language and Literature
Archbishop Mitty
Gonzalo Cavenaghi Gonzalo Cavenaghi's Union Square Advisors Experience July 2007 - September 2009
Job Investor
Industry Investment Management
Experience
Carlson Capital, L.P. August 2015 - Present
Citadel LLC July 2012 - January 2015
Citadel Investment Group April 2011 - January 2015
Goldman Sachs September 2009 - April 2011
Union Square Advisors July 2007 - September 2009
Lehman Brothers July 2006 - July 2007
Skills
Investment Banking, Equities, Hedge Funds, Private Equity, Financial Modeling, Financial Analysis, Finance, Strategy, Venture Capital, Valuation, Infrastructure, Equity Research, Investments, Portfolio Management, Technology Investment, Corporate Finance, Bloomberg, FactSet, Microsoft Excel, Long/Short Equity, Market Research, Data Analysis, Mergers & Acquisitions, Capital Markets, Due Diligence, Analysis, Asset Management
Education
Claremont McKenna College 2002 — 2006
Bachelor's degree, Accounting and Finance
Claremont McKenna College
Carlson Capital, L.P. August 2015 - Present
Citadel LLC July 2012 - January 2015
Citadel Investment Group April 2011 - January 2015
Goldman Sachs September 2009 - April 2011
Union Square Advisors July 2007 - September 2009
Lehman Brothers July 2006 - July 2007
Skills
Investment Banking, Equities, Hedge Funds, Private Equity, Financial Modeling, Financial Analysis, Finance, Strategy, Venture Capital, Valuation, Infrastructure, Equity Research, Investments, Portfolio Management, Technology Investment, Corporate Finance, Bloomberg, FactSet, Microsoft Excel, Long/Short Equity, Market Research, Data Analysis, Mergers & Acquisitions, Capital Markets, Due Diligence, Analysis, Asset Management
Education
Claremont McKenna College 2002 — 2006
Bachelor's degree, Accounting and Finance
Claremont McKenna College
Arjun Chatterji Arjun Chatterji's Union Square Advisors Experience June 2012 - August 2012
Job Investment Banking Analyst at Citigroup
Industry Financial Services
Experience
Citi January 2015 - Present
Macquarie Group July 2013 - December 2014
Union Square Advisors June 2012 - August 2012
Indiana University Bloomington August 2011 - May 2012
Deutsche Bank July 2011 - July 2011
Ernst & Young May 2010 - July 2010
Skills
MS Office Suite, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investment Banking, Data Analysis, Finance, Bloomberg, Investments, Mergers & Acquisitions, Equities, Private Equity, Portfolio Management, Capital Markets, Microsoft Office
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance and Technology Management
Citi January 2015 - Present
Macquarie Group July 2013 - December 2014
Union Square Advisors June 2012 - August 2012
Indiana University Bloomington August 2011 - May 2012
Deutsche Bank July 2011 - July 2011
Ernst & Young May 2010 - July 2010
Skills
MS Office Suite, Financial Modeling, Corporate Finance, Financial Analysis, Valuation, Investment Banking, Data Analysis, Finance, Bloomberg, Investments, Mergers & Acquisitions, Equities, Private Equity, Portfolio Management, Capital Markets, Microsoft Office
Education
Indiana University - Kelley School of Business 2009 — 2013
BS, Finance and Technology Management
Arman Panjwani Arman Panjwani's Union Square Advisors Experience July 2014 - December 2014
Job Analyst at Qatalyst Partners
Industry Financial Services
Experience
Qatalyst Partners January 2015 - Present
Union Square Advisors July 2014 - December 2014
Fidelity Investments May 2013 - August 2013
Molson Coors Canada May 2012 - August 2012
Skills
Analytics, Problem Solving, Leadership, Teamwork, Interpersonal Skill, Microsoft Office, Public Speaking
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration, Finance
Qatalyst Partners January 2015 - Present
Union Square Advisors July 2014 - December 2014
Fidelity Investments May 2013 - August 2013
Molson Coors Canada May 2012 - August 2012
Skills
Analytics, Problem Solving, Leadership, Teamwork, Interpersonal Skill, Microsoft Office, Public Speaking
Education
Richard Ivey School of Business 2012 — 2014
Honours Business Administration, Finance
Justin Stein Justin Stein's Union Square Advisors Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Union Square Advisors
Industry Financial Services
Experience
Union Square Advisors June 2015 - August 2015
FastPay June 2014 - September 2014
HotelTonight July 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Research, Teamwork, Social Media, Data Analysis, Stata, Statistics, Financial Modeling, Accounting, Leadership, Market Research
Education
Stanford University 2012 — 2016
Bachelor of Arts (BA), Economics
Harvard Westlake High School 2009 — 2012
Union Square Advisors June 2015 - August 2015
FastPay June 2014 - September 2014
HotelTonight July 2013 - September 2013
Skills
Microsoft Excel, PowerPoint, Research, Teamwork, Social Media, Data Analysis, Stata, Statistics, Financial Modeling, Accounting, Leadership, Market Research
Education
Stanford University 2012 — 2016
Bachelor of Arts (BA), Economics
Harvard Westlake High School 2009 — 2012
Will Nathan Will Nathan's Union Square Advisors Experience July 2009 - March 2012
Job CoFounder and Chairman at Homepolish
Industry Computer Software
Experience
Homepolish August 2012 - Present
BuzzFeed March 2012 - November 2012
Union Square Advisors July 2009 - March 2012
Brilliant.li January 2011 - February 2012
Union Square Advisors August 2007 - June 2009
Wachovia Securities May 2006 - July 2007
The Eudai Group April 2006 - March 2007
Knowledge2Work January 2003 - May 2006
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Equities, Front-end Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Finance, Product Management, Strategy, Due Diligence, Competitive Analysis, Business Development, Corporate Development, Investments
Education
Wake Forest University 2002 — 2006
BS, Magna Cum Laude, Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
INSTEP Cambridge 2004 — 2004
Economics
Homepolish August 2012 - Present
BuzzFeed March 2012 - November 2012
Union Square Advisors July 2009 - March 2012
Brilliant.li January 2011 - February 2012
Union Square Advisors August 2007 - June 2009
Wachovia Securities May 2006 - July 2007
The Eudai Group April 2006 - March 2007
Knowledge2Work January 2003 - May 2006
Skills
Financial Modeling, Valuation, Venture Capital, Mergers, Equities, Front-end Development, Start-ups, Mergers & Acquisitions, Entrepreneurship, Investment Banking, Finance, Product Management, Strategy, Due Diligence, Competitive Analysis, Business Development, Corporate Development, Investments
Education
Wake Forest University 2002 — 2006
BS, Magna Cum Laude, Mathematical Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
Business Bridge Program
INSTEP Cambridge 2004 — 2004
Economics
Matt Warner's Union Square Advisors Experience September 2007 - June 2011
Job Managing Director, Global Technology Investment Banking at Citi
Industry Investment Banking
Experience
Citi June 2011 - Present
Union Square Advisors September 2007 - June 2011
Credit Suisse May 1998 - September 2007
Deutsche Bank 1998 - 1998
Goldman Sachs 1995 - 1998
Skills
Private Equity, Investment Banking, IPO, Mergers, Venture Capital, Mergers & Acquisitions
Education
Trinity College-Hartford 1991 — 1995
Westminster School 1987 — 1991
Citi June 2011 - Present
Union Square Advisors September 2007 - June 2011
Credit Suisse May 1998 - September 2007
Deutsche Bank 1998 - 1998
Goldman Sachs 1995 - 1998
Skills
Private Equity, Investment Banking, IPO, Mergers, Venture Capital, Mergers & Acquisitions
Education
Trinity College-Hartford 1991 — 1995
Westminster School 1987 — 1991
Linda Wan Linda Wan's Union Square Advisors Experience June 2010 - August 2010
Job Corporate FP&A Manager at Facebook
Industry Internet
Experience
Facebook January 2014 - Present
Facebook October 2012 - January 2014
UBS Investment Bank July 2011 - September 2012
Union Square Advisors June 2010 - August 2010
Genentech June 2009 - August 2009
The Wistar Institute September 2008 - May 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (BAS), Bioengineering, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS) in Economics, Finance, Cum Laude
Amador Valley High School 2003 — 2007
High School Diploma
Facebook January 2014 - Present
Facebook October 2012 - January 2014
UBS Investment Bank July 2011 - September 2012
Union Square Advisors June 2010 - August 2010
Genentech June 2009 - August 2009
The Wistar Institute September 2008 - May 2009
Education
University of Pennsylvania 2007 — 2011
Bachelor of Applied Science (BAS), Bioengineering, Cum Laude
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Science (BS) in Economics, Finance, Cum Laude
Amador Valley High School 2003 — 2007
High School Diploma
Flora Hsu Flora Hsu's Union Square Advisors Experience June 2013 - Present
Job Analyst at Union Square Advisors
Industry Banking
Experience
Union Square Advisors June 2013 - Present
Nomura Securities 2010 - June 2013
Tudor Investment Corporation June 2009 - August 2009
The Hunger Project 2008 - 2008
Hamilton Sundstrand 2006 - 2006
Hamilton Sundstrand 2006 - 2006
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania 2006 — 2010
BS, Economics, Finance, Operations and Information Management
National Taiwan University
Union Square Advisors June 2013 - Present
Nomura Securities 2010 - June 2013
Tudor Investment Corporation June 2009 - August 2009
The Hunger Project 2008 - 2008
Hamilton Sundstrand 2006 - 2006
Hamilton Sundstrand 2006 - 2006
Skills
Financial Modeling, Investment Banking
Education
University of Pennsylvania 2006 — 2010
BS, Economics, Finance, Operations and Information Management
National Taiwan University
Dean Riskas Dean Riskas's Union Square Advisors Experience January 2012 - Present
Job Partner at Union Square Advisors
Industry Investment Banking
Experience
Union Square Advisors January 2012 - Present
TriplePoint Capital November 2005 - December 2011
Atherton Vista Capital Corporation February 2004 - October 2005
Trinity Advisors, Inc. November 1988 - January 2004
Comdisco Financial Services, Inc. November 1978 - October 1988
Bank of America June 1975 - June 1978
Skills
Venture Debt, Tax Equity, Private Placements, Mergers, Project Finance, Venture Capital, Equities, Debt, Tax, Start-ups, Valuation, Corporate Finance, Corporate Development, Restructuring, Investments, Negotiation, Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Structured Finance
Education
University of California, Los Angeles - The Anderson School of Management 1973 — 1975
MBA, Accounting and Finance
UCLA 1969 — 1973
Bachelor of Arts, Economics
Union Square Advisors January 2012 - Present
TriplePoint Capital November 2005 - December 2011
Atherton Vista Capital Corporation February 2004 - October 2005
Trinity Advisors, Inc. November 1988 - January 2004
Comdisco Financial Services, Inc. November 1978 - October 1988
Bank of America June 1975 - June 1978
Skills
Venture Debt, Tax Equity, Private Placements, Mergers, Project Finance, Venture Capital, Equities, Debt, Tax, Start-ups, Valuation, Corporate Finance, Corporate Development, Restructuring, Investments, Negotiation, Financial Analysis, Financial Modeling, Finance, Mergers & Acquisitions, Structured Finance
Education
University of California, Los Angeles - The Anderson School of Management 1973 — 1975
MBA, Accounting and Finance
UCLA 1969 — 1973
Bachelor of Arts, Economics
Michael Wu Michael Wu's Union Square Advisors Experience November 2012 - July 2014
Job Senior Financial Analyst at Pandora
Industry Financial Services
Experience
Pandora November 2014 - Present
Union Square Advisors November 2012 - July 2014
ThinkEquity LLC June 2012 - October 2012
J.P. Morgan June 2011 - August 2011
TASC Group June 2010 - August 2010
John Liu City Comptroller Political Campaign July 2009 - August 2009
Skills
Capital IQ, Financial Analysis, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Conversational Mandarin, Trading, Financial Modeling, Research, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Stuyvesant High School 2004 — 2008
HS Diploma
Pandora November 2014 - Present
Union Square Advisors November 2012 - July 2014
ThinkEquity LLC June 2012 - October 2012
J.P. Morgan June 2011 - August 2011
TASC Group June 2010 - August 2010
John Liu City Comptroller Political Campaign July 2009 - August 2009
Skills
Capital IQ, Financial Analysis, Valuation, Microsoft Office, Corporate Finance, Investment Banking, Conversational Mandarin, Trading, Financial Modeling, Research, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2008 — 2012
B.S., Business Administration
Stuyvesant High School 2004 — 2008
HS Diploma
Melissa Howle Melissa Howle's Union Square Advisors Experience May 2008 - September 2014
Job Executive Assistant at Golden Gate Capital
Industry Venture Capital & Private Equity
Experience
Golden Gate Capital December 2014 - Present
Hampton Creek September 2014 - October 2014
Union Square Advisors May 2008 - September 2014
More Than A Meeting September 2009 - December 2011
Palace Hotel February 2006 - May 2008
Skills
Event Planning, Event Management, Social Media, Social Networking, Microsoft Office, Negotiation, Customer Service, Hospitality, Meeting Planning, Executive..., Microsoft Excel, Outlook, PowerPoint, Administrative..., Fundraising, Calendaring, Calendars, Communication, Administrative...
Education
Chapman University 2001 — 2005
Psychology
Golden Gate Capital December 2014 - Present
Hampton Creek September 2014 - October 2014
Union Square Advisors May 2008 - September 2014
More Than A Meeting September 2009 - December 2011
Palace Hotel February 2006 - May 2008
Skills
Event Planning, Event Management, Social Media, Social Networking, Microsoft Office, Negotiation, Customer Service, Hospitality, Meeting Planning, Executive..., Microsoft Excel, Outlook, PowerPoint, Administrative..., Fundraising, Calendaring, Calendars, Communication, Administrative...
Education
Chapman University 2001 — 2005
Psychology
Ji Zhou Ji Zhou's Union Square Advisors Experience July 2008 - December 2008
Job Senior Treasury Analyst at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2014 - Present
Capital One January 2012 - June 2014
CGI January 2009 - December 2011
Union Square Advisors July 2008 - December 2008
Skills
Analysis, Business Analysis, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Forecasting, Investment Banking, Risk Management, Valuation, Due Diligence, Banking, Mergers, Auditing, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance and Accounting
The Carlyle Group June 2014 - Present
Capital One January 2012 - June 2014
CGI January 2009 - December 2011
Union Square Advisors July 2008 - December 2008
Skills
Analysis, Business Analysis, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Forecasting, Investment Banking, Risk Management, Valuation, Due Diligence, Banking, Mergers, Auditing, Finance
Education
University of Pennsylvania - The Wharton School 2004 — 2008
BS in Economics, Finance and Accounting
Giancarlo D'Andrade's Union Square Advisors Experience June 2015 - August 2015
Job HBA & MIT Dual Degree Candidate at Ivey Business School
Industry Internet
Experience
Union Square Advisors June 2015 - August 2015
Real Ventures April 2015 - June 2015
Wealthsimple June 2014 - September 2014
Astral Media September 2009 - January 2010
Skills
Social Media, Writing, Business Analysis, Financial Analysis, Public Speaking, PowerPoint, Microsoft Excel, Research, Budgets, Derivatives, Financial Modeling, Word Processing, Public Relations, Teamwork, Management, Advertising, Retail, Leadership, Microsoft Office
Education
Ivey Business School at Western University 2013 — 2016
Bachelor of Arts, Honours Business Administration (HBA)
The University of Western Ontario 2011 — 2016
Bachelor of Arts, Honours Media, Information and Technoculture (HBA)
Union Square Advisors June 2015 - August 2015
Real Ventures April 2015 - June 2015
Wealthsimple June 2014 - September 2014
Astral Media September 2009 - January 2010
Skills
Social Media, Writing, Business Analysis, Financial Analysis, Public Speaking, PowerPoint, Microsoft Excel, Research, Budgets, Derivatives, Financial Modeling, Word Processing, Public Relations, Teamwork, Management, Advertising, Retail, Leadership, Microsoft Office
Education
Ivey Business School at Western University 2013 — 2016
Bachelor of Arts, Honours Business Administration (HBA)
The University of Western Ontario 2011 — 2016
Bachelor of Arts, Honours Media, Information and Technoculture (HBA)
Praveer Melwani Praveer Melwani's Union Square Advisors Experience July 2012 - January 2014
Job Strategic Finance at Dropbox
Industry Investment Banking
Experience
Dropbox February 2014 - Present
Union Square Advisors July 2012 - January 2014
Four Seasons Hotels and Resorts May 2010 - August 2010
Education
Richard Ivey School of Business 2008 — 2012
Honors Bachelor of Arts, Business Administration
Dropbox February 2014 - Present
Union Square Advisors July 2012 - January 2014
Four Seasons Hotels and Resorts May 2010 - August 2010
Education
Richard Ivey School of Business 2008 — 2012
Honors Bachelor of Arts, Business Administration
Claire Taylor's Union Square Advisors Experience 2008 - 2009
Job Global Corporate Strategy at PayPal
Industry Internet
Experience
PayPal December 2013 - Present
Mattel July 2012 - November 2013
Mattel June 2011 - August 2011
Clearstone Venture Partners February 2011 - April 2011
Traveling The World 2009 - 2010
Union Square Advisors 2008 - 2009
Compass Advisers 2006 - 2008
Citigroup 2002 - 2006
Skills
Strategy, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Strategy, Valuation, Strategic Planning
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA
The University of Edinburgh 1998 — 2002
MA (Honors), Economics
PayPal December 2013 - Present
Mattel July 2012 - November 2013
Mattel June 2011 - August 2011
Clearstone Venture Partners February 2011 - April 2011
Traveling The World 2009 - 2010
Union Square Advisors 2008 - 2009
Compass Advisers 2006 - 2008
Citigroup 2002 - 2006
Skills
Strategy, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Business Strategy, Valuation, Strategic Planning
Education
University of Southern California - Marshall School of Business 2010 — 2012
MBA
The University of Edinburgh 1998 — 2002
MA (Honors), Economics
Kimberly Hecht Kimberly Hecht's Union Square Advisors Experience September 2012 - Present
Job Office Manager at Union Square Advisors
Industry Human Resources
Experience
Union Square Advisors September 2012 - Present
Hectic Digital August 2010 - September 2012
Merit Resource Group March 2012 - June 2012
City and County of San Francisco with the Department of Human Resources December 2010 - May 2011
City and County of San Francisco with the Department of Human Resources November 2009 - September 2010
Capital Management Companies June 2005 - April 2009
The Ritz-Carlton Hotel Company LLC January 2008 - May 2008
Four Seasons Hotels and Resorts May 2006 - August 2006
Skills
Onboarding, Customer Service, Human Resources
Education
University of San Francisco 2007 — 2008
BS, Business Administration
Union Square Advisors September 2012 - Present
Hectic Digital August 2010 - September 2012
Merit Resource Group March 2012 - June 2012
City and County of San Francisco with the Department of Human Resources December 2010 - May 2011
City and County of San Francisco with the Department of Human Resources November 2009 - September 2010
Capital Management Companies June 2005 - April 2009
The Ritz-Carlton Hotel Company LLC January 2008 - May 2008
Four Seasons Hotels and Resorts May 2006 - August 2006
Skills
Onboarding, Customer Service, Human Resources
Education
University of San Francisco 2007 — 2008
BS, Business Administration
Ted Smith's Union Square Advisors Experience January 2007 - Present
Job Partner and President, Union Square Advisors
Industry Financial Services
Experience
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Union Square Advisors January 2007 - Present
Credit Suisse First Boston 1998 - 2005
Deutsche Bank May 1997 - June 1998
Novell June 1994 - June 1997
WordPerfect October 1993 - June 1994
Morgan Stanley June 1990 - October 1993
Skills
Valuation, Investment Banking, Private Equity, Finance, Venture Capital, Mergers & Acquisitions, Management, Equities, Financial Analysis, Corporate Finance, Capital Markets, M&A experience, Corporate Development, Financial Modeling
Education
University of Notre Dame 1988 — 1990
M.S., Electrical Engineering / Computer Science
University of Notre Dame 1984 — 1988
B.S., Electrical Engineering / Computer Science
Jeffrey Truong Jeffrey Truong's Union Square Advisors Experience July 2013 - June 2015
Job Associate at Tenaya Capital
Industry Investment Banking
Experience
Tenaya Capital July 2015 - Present
Union Square Advisors July 2013 - June 2015
PwC May 2012 - August 2012
Wave Accounting June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Business Analysis, Financial Analysis, Data Analysis, Microsoft Office, Investments, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
HBA
Harbord Collegiate Institute 2005 — 2009
Tenaya Capital July 2015 - Present
Union Square Advisors July 2013 - June 2015
PwC May 2012 - August 2012
Wave Accounting June 2011 - August 2011
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, PowerPoint, Business Analysis, Financial Analysis, Data Analysis, Microsoft Office, Investments, Equities
Education
The University of Western Ontario - Richard Ivey School of Business 2009 — 2013
HBA
Harbord Collegiate Institute 2005 — 2009
Alykhan Jivraj Alykhan Jivraj's Union Square Advisors Experience June 2012 - August 2012
Job Manager, Strategy & Corporate Development at Microsoft
Industry Computer Software
Experience
Microsoft June 2015 - Present
Microsoft July 2013 - June 2015
Cogent Valuation February 2013 - May 2013
Cisco Systems January 2011 - December 2012
Union Square Advisors June 2012 - August 2012
Hidden River, LLC May 2011 - August 2011
Local Bigwig June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Strategic Consulting, Fundraising, Economics, Corporate Finance, Valuation, Basic Programming, Online Marketing, Non-profit Consulting, Volunteer Leadership, Finance, Capital Markets, Strategy, Mergers & Acquisitions
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics
Microsoft June 2015 - Present
Microsoft July 2013 - June 2015
Cogent Valuation February 2013 - May 2013
Cisco Systems January 2011 - December 2012
Union Square Advisors June 2012 - August 2012
Hidden River, LLC May 2011 - August 2011
Local Bigwig June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Strategic Consulting, Fundraising, Economics, Corporate Finance, Valuation, Basic Programming, Online Marketing, Non-profit Consulting, Volunteer Leadership, Finance, Capital Markets, Strategy, Mergers & Acquisitions
Education
University of California, Berkeley 2009 — 2013
Bachelor's Degree, Economics
Luke Winter Luke Winter's Union Square Advisors Experience January 2011 - January 2014
Job General Manager at Close5
Industry Financial Services
Experience
Close5 August 2015 - Present
eBay Inc March 2015 - August 2015
eBay Inc January 2014 - July 2015
Union Square Advisors January 2011 - January 2014
Green Street Partners January 2005 - December 2010
ThinkEquity LLC January 2004 - December 2005
Greenhill & Co. 2001 - 2003
Lazard June 1997 - June 1999
Broadview International 1996 - 1997
McKinsey & Company 1995 - 1996
Skills
Mergers, Private Equity, Valuation, Corporate Finance, Investment Banking, Venture Capital, Equities, Financial Modeling
Education
Harvard Business School 1999 — 2001
MBA
Stanford University 1991 — 1995
BA
Breck 1985 — 1991
High School
Blake 1983 — 1985
Close5 August 2015 - Present
eBay Inc March 2015 - August 2015
eBay Inc January 2014 - July 2015
Union Square Advisors January 2011 - January 2014
Green Street Partners January 2005 - December 2010
ThinkEquity LLC January 2004 - December 2005
Greenhill & Co. 2001 - 2003
Lazard June 1997 - June 1999
Broadview International 1996 - 1997
McKinsey & Company 1995 - 1996
Skills
Mergers, Private Equity, Valuation, Corporate Finance, Investment Banking, Venture Capital, Equities, Financial Modeling
Education
Harvard Business School 1999 — 2001
MBA
Stanford University 1991 — 1995
BA
Breck 1985 — 1991
High School
Blake 1983 — 1985
Susan Randazzo's Union Square Advisors Experience August 2015 - Present
Job Executive Assistant to Partner and Head of M&A
Industry Management Consulting
Experience
Union Square Advisors August 2015 - Present
Star Management Services LLC April 2010 - August 2015
Quadrangle Group June 2008 - February 2010
Morgan Joseph July 2005 - April 2008
IRG Research March 2003 - July 2005
Skills
Microsoft Office, Excel, Word, Outlook, PowerPoint, Windows, Research, Event Planning, Due Diligence, Trading, Microsoft Excel, Compliance, Sales Operations, Equities, Risk Management, Negotiation, Microsoft Word, Project Management, Social Media, Marketing, Management
Education
SUNY New Paltz
BS, International Business, Communications
Union Square Advisors August 2015 - Present
Star Management Services LLC April 2010 - August 2015
Quadrangle Group June 2008 - February 2010
Morgan Joseph July 2005 - April 2008
IRG Research March 2003 - July 2005
Skills
Microsoft Office, Excel, Word, Outlook, PowerPoint, Windows, Research, Event Planning, Due Diligence, Trading, Microsoft Excel, Compliance, Sales Operations, Equities, Risk Management, Negotiation, Microsoft Word, Project Management, Social Media, Marketing, Management
Education
SUNY New Paltz
BS, International Business, Communications
Aneal Vallurupalli's Union Square Advisors Experience February 2010 - June 2012
Job Manager, Operations, Corporate Development and Strategy at Guidewire Software
Industry Investment Banking
Experience
Guidewire Software July 2012 - Present
Union Square Advisors February 2010 - June 2012
Ernst & Young June 2009 - September 2009
Silicon Valley Capital Management June 2008 - August 2008
Frengo 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Equities, Venture Capital, Business Valuation
Education
Santa Clara University 2005 — 2009
Business, Finance, International Business
Greenhill
Guidewire Software July 2012 - Present
Union Square Advisors February 2010 - June 2012
Ernst & Young June 2009 - September 2009
Silicon Valley Capital Management June 2008 - August 2008
Frengo 2006 - 2007
Skills
Financial Modeling, Valuation, Investment Banking, Mergers, Corporate Finance, Equities, Venture Capital, Business Valuation
Education
Santa Clara University 2005 — 2009
Business, Finance, International Business
Greenhill
Carter McClelland Carter McClelland's Union Square Advisors Experience July 2007 - Present
Job Chairman at Union Square Advisors
Industry Investment Banking
Experience
Union Square Advisors July 2007 - Present
Bank of America 1998 - 2006
Morgan Stanley 1973 - 1995
Skills
Investment Banking, Private Placements, Capital Markets, Equities, Private Equity, Venture Capital, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Mergers, Financial Modeling, Business Valuation, Investments, Bloomberg, LBO, M&A experience, Start-ups, Mergers & Acquisitions, Corporate Development, Strategy, Finance, IPO, Due Diligence
Education
Stanford University Graduate School of Business 1971 — 1973
MBA
Union Square Advisors July 2007 - Present
Bank of America 1998 - 2006
Morgan Stanley 1973 - 1995
Skills
Investment Banking, Private Placements, Capital Markets, Equities, Private Equity, Venture Capital, Hedge Funds, Valuation, Corporate Finance, Fixed Income, Mergers, Financial Modeling, Business Valuation, Investments, Bloomberg, LBO, M&A experience, Start-ups, Mergers & Acquisitions, Corporate Development, Strategy, Finance, IPO, Due Diligence
Education
Stanford University Graduate School of Business 1971 — 1973
MBA
Peter Daley's Union Square Advisors Experience September 2007 - October 2011
Job Business Operations and Strategic Finance Lead at BloomReach
Industry Internet
Experience
BloomReach September 2014 - Present
TradeSync October 2011 - December 2014
Union Square Advisors September 2007 - October 2011
Clearbridge, Inc. February 2001 - October 2011
Rutberg & Company April 2005 - September 2007
Clearbridge, Inc. February 2001 - April 2005
BuildPoint Corp. April 1999 - March 2001
Credit Suisse First Boston Technology Group May 1998 - April 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Modeling, Strategic Planning, Mergers, Corporate Development, Product Management, Strategy, Private Equity, Enterprise Software, Entrepreneurship, SaaS, Start-ups, Investments, Investment Banking, Due Diligence, Financial Analysis, Digital Media, Valuation
Education
University of Pennsylvania 1993 — 1998
BSE, Electrical Engineering
University of Pennsylvania - The Wharton School 1993 — 1998
BS, Economics / Finance
University of Oxford 1995 — 1996
Visiting Student, International Economics, Semiconductor Engineering
BloomReach September 2014 - Present
TradeSync October 2011 - December 2014
Union Square Advisors September 2007 - October 2011
Clearbridge, Inc. February 2001 - October 2011
Rutberg & Company April 2005 - September 2007
Clearbridge, Inc. February 2001 - April 2005
BuildPoint Corp. April 1999 - March 2001
Credit Suisse First Boston Technology Group May 1998 - April 1999
Skills
Strategic Partnerships, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Modeling, Strategic Planning, Mergers, Corporate Development, Product Management, Strategy, Private Equity, Enterprise Software, Entrepreneurship, SaaS, Start-ups, Investments, Investment Banking, Due Diligence, Financial Analysis, Digital Media, Valuation
Education
University of Pennsylvania 1993 — 1998
BSE, Electrical Engineering
University of Pennsylvania - The Wharton School 1993 — 1998
BS, Economics / Finance
University of Oxford 1995 — 1996
Visiting Student, International Economics, Semiconductor Engineering
Joe C's Union Square Advisors Experience 2014 - Present
Job
Industry Investment Banking
Experience
Union Square Advisors 2014 - Present
Macquarie Capital 2012 - 2014
Dash Labs, Inc. 2012 - 2012
Gershon Media 2011 - 2011
KPMG 2007 - 2009
Macias Gini & O'Connell LLP 2003 - 2007
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Bachelor's Degree
Union Square Advisors 2014 - Present
Macquarie Capital 2012 - 2014
Dash Labs, Inc. 2012 - 2012
Gershon Media 2011 - 2011
KPMG 2007 - 2009
Macias Gini & O'Connell LLP 2003 - 2007
Education
New York University - Leonard N. Stern School of Business
MBA
University of California, Berkeley
Bachelor's Degree
Nils Holum's Union Square Advisors Experience September 2007 - December 2009
Job Vice President at Behrman Capital
Industry Financial Services
Experience
Behrman Capital January 2010 - Present
Union Square Advisors September 2007 - December 2009
Merrill Lynch July 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, LBO, Capital Markets, Mergers, Due Diligence, Bloomberg, Financial Analysis, Corporate Development, Capital IQ, Private Placements, Investments, Mergers & Acquisitions, M&A experience, Equities, Venture Capital
Education
University of Pennsylvania 2002 — 2006
BA, Math
Behrman Capital January 2010 - Present
Union Square Advisors September 2007 - December 2009
Merrill Lynch July 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Corporate Finance, LBO, Capital Markets, Mergers, Due Diligence, Bloomberg, Financial Analysis, Corporate Development, Capital IQ, Private Placements, Investments, Mergers & Acquisitions, M&A experience, Equities, Venture Capital
Education
University of Pennsylvania 2002 — 2006
BA, Math
Jeffrey Gho's Union Square Advisors Experience July 2008 - May 2010
Job Software Engineer
Industry Computer Software
Experience
The Climate Corporation July 2014 - June 2015
Hack Reactor April 2014 - July 2014
The Climate Corporation August 2011 - March 2014
AudienceScience May 2010 - August 2011
Union Square Advisors July 2008 - May 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance, Accounting
The Climate Corporation July 2014 - June 2015
Hack Reactor April 2014 - July 2014
The Climate Corporation August 2011 - March 2014
AudienceScience May 2010 - August 2011
Union Square Advisors July 2008 - May 2010
Education
University of Pennsylvania - The Wharton School 2004 — 2008
Bachelor of Science in Economics, Finance, Accounting
Hasan Kazi's Union Square Advisors Experience 2011 - 2013
Job @Business at AppNexus
Industry Internet
Experience
AppNexus 2014 - Present
Union Square Advisors 2011 - 2013
Barclays Capital August 2010 - July 2011
MSCI Inc. July 2008 - August 2010
Skills
Investment Banking, Private Equity Firms, Mergers & Acquisitions, Business Analytics, Financial Modeling, Strategy, Market Research, Private Equity, Valuation, Hedge Funds
Education
Colgate University 2004 — 2008
BA, Economics, Peace and Conflict Studies
AppNexus 2014 - Present
Union Square Advisors 2011 - 2013
Barclays Capital August 2010 - July 2011
MSCI Inc. July 2008 - August 2010
Skills
Investment Banking, Private Equity Firms, Mergers & Acquisitions, Business Analytics, Financial Modeling, Strategy, Market Research, Private Equity, Valuation, Hedge Funds
Education
Colgate University 2004 — 2008
BA, Economics, Peace and Conflict Studies
Stewart Barry's Union Square Advisors Experience August 2007 - August 2014
Job Managing Director Technology Investment Banking at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2014 - Present
Union Square Advisors August 2007 - August 2014
ThinkEquity Partners March 2004 - August 2007
Skills
Corporate Finance, Mergers, Investment Banking, Digital Media, Private Equity, Equities, Mergers and Acquisitions, Industry Expertise, Internet, Finance, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Princeton University 1991 — 1995
BA, History
Bank of America Merrill Lynch August 2014 - Present
Union Square Advisors August 2007 - August 2014
ThinkEquity Partners March 2004 - August 2007
Skills
Corporate Finance, Mergers, Investment Banking, Digital Media, Private Equity, Equities, Mergers and Acquisitions, Industry Expertise, Internet, Finance, M&A experience, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1999 — 2001
MBA
Princeton University 1991 — 1995
BA, History
Jace Kowalzyk's Union Square Advisors Experience July 2011 - Present
Job Partner, Union Square Advisors
Industry Investment Banking
Experience
Union Square Advisors July 2011 - Present
ThinkEquity LLC January 2009 - June 2011
Piper Jaffray 2000 - 2008
Koch Ventures 1998 - 1999
Skills
Corporate Development, Mergers, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, M&A experience, Valuation, Start-ups, Corporate Finance
Education
Kansas State University
Bachelor of Science, Finance
Union Square Advisors July 2011 - Present
ThinkEquity LLC January 2009 - June 2011
Piper Jaffray 2000 - 2008
Koch Ventures 1998 - 1999
Skills
Corporate Development, Mergers, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, M&A experience, Valuation, Start-ups, Corporate Finance
Education
Kansas State University
Bachelor of Science, Finance
Elias Mendoza's Union Square Advisors Experience July 2011 - July 2013
Job VP, Head of Corporate Business Development and M&A at Xerox
Industry Financial Services
Experience
Xerox July 2015 - Present
Siris Capital Group LLC July 2013 - July 2015
Union Square Advisors July 2011 - July 2013
IBM June 2009 - July 2011
IBM February 2006 - June 2009
Morgan Stanley 1997 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Corporate Finance, Private Equity, Management, SaaS, Mergers, Venture Capital, Leadership, Investments, Corporate Development, Investment Banking, Capital Markets, Valuation, IT Strategy, Financial Modeling, Management Consulting, Integration, Financial Services, Due Diligence, Team Building, Business Alliances, Business Strategy, Start-ups, Emerging Markets, Competitive Analysis, Business Intelligence, Business Transformation, Product Management
Education
Georgetown University 1993 — 1995
Masters, Business, International Business Diplomacy
Princeton University 1983 — 1987
AB, Applied Economics
Xerox July 2015 - Present
Siris Capital Group LLC July 2013 - July 2015
Union Square Advisors July 2011 - July 2013
IBM June 2009 - July 2011
IBM February 2006 - June 2009
Morgan Stanley 1997 - 2006
Skills
Strategy, Mergers & Acquisitions, Business Development, Entrepreneurship, Corporate Finance, Private Equity, Management, SaaS, Mergers, Venture Capital, Leadership, Investments, Corporate Development, Investment Banking, Capital Markets, Valuation, IT Strategy, Financial Modeling, Management Consulting, Integration, Financial Services, Due Diligence, Team Building, Business Alliances, Business Strategy, Start-ups, Emerging Markets, Competitive Analysis, Business Intelligence, Business Transformation, Product Management
Education
Georgetown University 1993 — 1995
Masters, Business, International Business Diplomacy
Princeton University 1983 — 1987
AB, Applied Economics
Jim Parmelee's Union Square Advisors Experience November 2007 - October 2013
Job Managing Director and Partner at Lanexa Global Management, LP
Industry Investment Management
Experience
Lanexa Global Management, LP October 2013 - Present
Union Square Advisors November 2007 - October 2013
Credit Suisse July 1992 - May 2004
Andersen Consulting July 1988 - October 1990
Skills
Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Venture Capital, Financial Modeling, Mergers, Hedge Funds, Investments, Corporate Development, Due Diligence, M&A experience
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (BA), Economics
Lanexa Global Management, LP October 2013 - Present
Union Square Advisors November 2007 - October 2013
Credit Suisse July 1992 - May 2004
Andersen Consulting July 1988 - October 1990
Skills
Investment Banking, Valuation, Capital Markets, Equities, Corporate Finance, Venture Capital, Financial Modeling, Mergers, Hedge Funds, Investments, Corporate Development, Due Diligence, M&A experience
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
Trinity College-Hartford 1984 — 1988
Bachelor of Arts (BA), Economics
Rachel Blum's Union Square Advisors Experience 2011 - 2014
Job Operations Performance Manager at IBM
Industry Investment Banking
Experience
IBM 2015 - Present
Union Square Advisors 2011 - 2014
Skills
Valuation
Education
Duke University 2007 — 2011
BS, Economics and Mathematics Minor
IBM 2015 - Present
Union Square Advisors 2011 - 2014
Skills
Valuation
Education
Duke University 2007 — 2011
BS, Economics and Mathematics Minor
Jason Schifman's Union Square Advisors Experience September 2010 - December 2012
Job Frontier Healthcare
Industry Hospital & Health Care
Experience
Frontier Healthcare March 2013 - Present
Union Square Advisors September 2010 - December 2012
Credit Suisse June 2009 - August 2010
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Economics and International Relations
Frontier Healthcare March 2013 - Present
Union Square Advisors September 2010 - December 2012
Credit Suisse June 2009 - August 2010
Education
University of Pennsylvania 2005 — 2009
Bachelor of Arts (BA), Economics and International Relations