Virtus Partners
Industry: Company
DescriptionFounded: 2005 Subsidiary: Anexinet Corp.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportVirtus Investment PartnersDirections Saved (0) Saved Save Financial planner in San Francisco, California Address: 909 Montgomery St # 500, San Francisco, CA 94133: Place name: : : Phone: Website: : : : Hours: Category: 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 phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Add website 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 Virtus Investment Partners Posting publicly on the Web Write a review Reviews Be the first to review
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Virtus Partners Employees
Employee
Years
Job
Industry
Rosa Longoria Rosa Longoria's Virtus Partners Experience August 2007 - January 2009
Job Treasury Analyst at KBR, Inc.
Industry Chemicals
Experience
KBR, Inc. September 2015 - Present
USAA Real Estate Company September 2012 - July 2015
Nationstar Mortgage September 2009 - October 2010
Virtus Partners August 2007 - January 2009
The Bank of New York October 2002 - July 2007
JPMorgan Chase May 2006 - September 2006
JPMorgan Chase March 2005 - April 2006
JPMorgan Chase October 2002 - February 2005
Skills
Microsoft Office, Lotus Notes, Fixed Income, Structured Finance, Modeling, Due Diligence, Cash Management, Reconciliation, Spanish, Windows, Financial Analysis, Lawson, Trims, Banking, Financial Modeling, Accounting, Account Reconciliation, Access, Financial Reporting, Financial Risk, Forecasting, Management, Investments, Portfolio Management, Project Management, Team Leadership, Valuation, Analysis, Loans, Mutual Funds
Education
University of Houston 1997 — 2002
BBA, Finance
University of Houston, C.T. Bauer College of Business 1997 — 2002
Bachelor’s Degree
KBR, Inc. September 2015 - Present
USAA Real Estate Company September 2012 - July 2015
Nationstar Mortgage September 2009 - October 2010
Virtus Partners August 2007 - January 2009
The Bank of New York October 2002 - July 2007
JPMorgan Chase May 2006 - September 2006
JPMorgan Chase March 2005 - April 2006
JPMorgan Chase October 2002 - February 2005
Skills
Microsoft Office, Lotus Notes, Fixed Income, Structured Finance, Modeling, Due Diligence, Cash Management, Reconciliation, Spanish, Windows, Financial Analysis, Lawson, Trims, Banking, Financial Modeling, Accounting, Account Reconciliation, Access, Financial Reporting, Financial Risk, Forecasting, Management, Investments, Portfolio Management, Project Management, Team Leadership, Valuation, Analysis, Loans, Mutual Funds
Education
University of Houston 1997 — 2002
BBA, Finance
University of Houston, C.T. Bauer College of Business 1997 — 2002
Bachelor’s Degree
James Copas James Copas's Virtus Partners Experience March 2014 - Present
Job CEO M&A – GLOBAL STRATEGY
Industry International Trade and Development
Experience
Virtus Partners March 2014 - Present
J. Copas & Associates LLC March 2004 - March 2014
Flextronics November 2000 - March 2004
Borg Warner Corporation April 1988 - July 1997
Skills
Due Diligence, Venture Capital, Mergers, M&A experience, Start-ups, Valuation, Financial Modeling, Private Equity, Strategic Planning, Negotiation, Business Planning, Contract Negotiation, Strategy, International Business, Business Strategy, Enterprise Software, Mergers & Acquisitions, Risk Management, Portfolio Management, Management, Restructuring, Executive Management, Business Development, Acquisitions, Corporate Finance, Finance, Product Management, New Business Development, Cross-functional Team..., Building High..., Building World Class..., Change Management, Forecasting, Entrepreneurship, Strategic Partnerships, Sales Management, Management Consulting, Competitive Analysis, Joint Ventures, Investor Relations, Business Process..., Financial Analysis, Investment Banking, Acquisition Integration, Managerial Finance, Leadership
Education
The John Marshall Law School 2002 — 2003
Master of Laws (LL.M.), Intellectual Property Law
Stetson University College of Law 2000 — 2001
Master of Laws (LL.M.), International Law, Business, Trade, and Tax Law
University of Detroit Mercy School of Law 1997 — 2000
Juris Doctor, Law
Miami University 1973 — 1977
Associate of Arts (A.A.), Bachelor of Arts (B.A.), Political Science and Government
Virtus Partners March 2014 - Present
J. Copas & Associates LLC March 2004 - March 2014
Flextronics November 2000 - March 2004
Borg Warner Corporation April 1988 - July 1997
Skills
Due Diligence, Venture Capital, Mergers, M&A experience, Start-ups, Valuation, Financial Modeling, Private Equity, Strategic Planning, Negotiation, Business Planning, Contract Negotiation, Strategy, International Business, Business Strategy, Enterprise Software, Mergers & Acquisitions, Risk Management, Portfolio Management, Management, Restructuring, Executive Management, Business Development, Acquisitions, Corporate Finance, Finance, Product Management, New Business Development, Cross-functional Team..., Building High..., Building World Class..., Change Management, Forecasting, Entrepreneurship, Strategic Partnerships, Sales Management, Management Consulting, Competitive Analysis, Joint Ventures, Investor Relations, Business Process..., Financial Analysis, Investment Banking, Acquisition Integration, Managerial Finance, Leadership
Education
The John Marshall Law School 2002 — 2003
Master of Laws (LL.M.), Intellectual Property Law
Stetson University College of Law 2000 — 2001
Master of Laws (LL.M.), International Law, Business, Trade, and Tax Law
University of Detroit Mercy School of Law 1997 — 2000
Juris Doctor, Law
Miami University 1973 — 1977
Associate of Arts (A.A.), Bachelor of Arts (B.A.), Political Science and Government
Diego Maturana Streeter Diego Maturana Streeter's Virtus Partners Experience June 2013 - July 2014
Job MBA Candidate, Class of 2016 at MIT Sloan School of Management
Industry Management Consulting
Experience
MIT Sloan School of Management August 2014 - Present
AlphaCredit Capital June 2015 - August 2015
Virtus Partners June 2013 - July 2014
VCP Capital November 2012 - May 2013
CutMe July 2011 - March 2013
Virtus Partners March 2010 - July 2011
Supermercados del Sur August 2009 - November 2009
Skills
Management Consulting, Business Strategy, Change Management, Business Valuation, Financial Modeling, Entrepreneurship, Private Equity, Excel, English
Education
Massachusetts Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
Pontificia Universidad Católica de Chile 2004 — 2009
BSC In Industrial Civil Engineering, Major In Transportation
MIT Sloan School of Management August 2014 - Present
AlphaCredit Capital June 2015 - August 2015
Virtus Partners June 2013 - July 2014
VCP Capital November 2012 - May 2013
CutMe July 2011 - March 2013
Virtus Partners March 2010 - July 2011
Supermercados del Sur August 2009 - November 2009
Skills
Management Consulting, Business Strategy, Change Management, Business Valuation, Financial Modeling, Entrepreneurship, Private Equity, Excel, English
Education
Massachusetts Institute of Technology 2014 — 2016
Master of Business Administration (MBA)
Pontificia Universidad Católica de Chile 2004 — 2009
BSC In Industrial Civil Engineering, Major In Transportation
Mark Zahour Mark Zahour's Virtus Partners Experience 2006 - 2007
Job Partner at ProActive Strategies
Industry Information Technology and Services
Experience
ProActive Strategies March 2007 - Present
Keystone Foods November 2008 - July 2011
Virtus Partners 2006 - 2007
Business & Decision (formerly Mi Services Group) 2002 - 2006
Hesta Corporation 1997 - 2001
First Consulting Group (formerly ISCG) 1996 - 1997
Siemens Healthcare (formerly Shared Medical Systems) 1987 - 1996
Skills
Data Center, SaaS, Project Management, IT Service Management, Strategy, Oracle Applications, ITIL, PaaS, Enterprise Software, Business Development, Salesforce.com, Management Consulting, Start-ups, Business Process, Consulting, Managed Services, Management, Service Delivery, Program Management, Disaster Recovery, Leadership, Oracle E-Business Suite, Business Intelligence, IT Strategy
Education
Bloomsburg University of Pennsylvania 1983 — 1987
B.S., Business Administration - Computer Science
ProActive Strategies March 2007 - Present
Keystone Foods November 2008 - July 2011
Virtus Partners 2006 - 2007
Business & Decision (formerly Mi Services Group) 2002 - 2006
Hesta Corporation 1997 - 2001
First Consulting Group (formerly ISCG) 1996 - 1997
Siemens Healthcare (formerly Shared Medical Systems) 1987 - 1996
Skills
Data Center, SaaS, Project Management, IT Service Management, Strategy, Oracle Applications, ITIL, PaaS, Enterprise Software, Business Development, Salesforce.com, Management Consulting, Start-ups, Business Process, Consulting, Managed Services, Management, Service Delivery, Program Management, Disaster Recovery, Leadership, Oracle E-Business Suite, Business Intelligence, IT Strategy
Education
Bloomsburg University of Pennsylvania 1983 — 1987
B.S., Business Administration - Computer Science
Juan Pablo Villegas Karpf, MBA's Virtus Partners Experience April 2011 - Present
Job
Industry Management Consulting
Experience
Virtus Partners April 2011 - Present
Summer Camp Live March 2011 - Present
PFIZER INC August 2010 - April 2011
The Coca-Cola Company June 2009 - September 2009
AMAZING GLOBAL TECHNOLOGIES February 2005 - July 2008
BBVA BANK December 2003 - February 2005
THE GILLETTE COMPANY June 2002 - June 2003
Skills
Strategy, Market Research, Marketing Strategy, Cross-functional Team..., Business Strategy, Strategic Planning, Analytical Skills, Business Analysis, Brand Management, Management Consulting, Management, Marketing, Product Management, Competitive Analysis, Consulting, Business Planning, Business Development, Market Analysis, Entrepreneurship, Start-ups, Project Management, Analytics, Coaching, Executive Coaching
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.)
University of Miami
B.S
Virtus Partners April 2011 - Present
Summer Camp Live March 2011 - Present
PFIZER INC August 2010 - April 2011
The Coca-Cola Company June 2009 - September 2009
AMAZING GLOBAL TECHNOLOGIES February 2005 - July 2008
BBVA BANK December 2003 - February 2005
THE GILLETTE COMPANY June 2002 - June 2003
Skills
Strategy, Market Research, Marketing Strategy, Cross-functional Team..., Business Strategy, Strategic Planning, Analytical Skills, Business Analysis, Brand Management, Management Consulting, Management, Marketing, Product Management, Competitive Analysis, Consulting, Business Planning, Business Development, Market Analysis, Entrepreneurship, Start-ups, Project Management, Analytics, Coaching, Executive Coaching
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2010
Master of Business Administration (M.B.A.)
University of Miami
B.S
Robert Newlin Robert Newlin's Virtus Partners Experience May 2004 - March 2006
Job Client Relationship Management at MYI Consulting
Industry Management Consulting
Experience
MYI Consulting September 2010 - Present
Treborn LLC 2009 - Present
The Revere Group, an NTT Company May 2006 - November 2008
Virtus Partners May 2004 - March 2006
Cap Gemini Ernst & Young May 2000 - July 2002
Ernst & Young October 1992 - May 2000
Andersen Consulting/Arthur Andersen June 1977 - October 1992
Skills
Leadership, Account Management, New Business Development, Strategic Thinking, Business Transformation, Change Management, Supply Chain Management, ERP, Acquisition Integration, Program Management, Staff Development, Strategic Partnerships, PMO, CRM, Integration, Management Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Systems Management
University of Wisconsin-Madison 1969 — 1973
BA, Sociology
MYI Consulting September 2010 - Present
Treborn LLC 2009 - Present
The Revere Group, an NTT Company May 2006 - November 2008
Virtus Partners May 2004 - March 2006
Cap Gemini Ernst & Young May 2000 - July 2002
Ernst & Young October 1992 - May 2000
Andersen Consulting/Arthur Andersen June 1977 - October 1992
Skills
Leadership, Account Management, New Business Development, Strategic Thinking, Business Transformation, Change Management, Supply Chain Management, ERP, Acquisition Integration, Program Management, Staff Development, Strategic Partnerships, PMO, CRM, Integration, Management Consulting
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1975 — 1977
MBA, Systems Management
University of Wisconsin-Madison 1969 — 1973
BA, Sociology
Dianna L Maiorano, MBA Dianna L Maiorano, MBA's Virtus Partners Experience December 2006 - April 2007
Job Sr. Solutions Consultant
Industry Hospital & Health Care
Experience
The Children's Hospital of Philadelphia May 2007 - Present
Virtus Partners December 2006 - April 2007
NCO Financial Systems April 2005 - September 2006
Christiana Care Health System March 1998 - April 2005
Holy Redeemer Health System May 1993 - March 1998
Education
University of Phoenix - Philadelphia 2002 — 2004
MBA, Technology Management
Rutgers University – Camden 1981 — 1990
BA, Computer Science
The Children's Hospital of Philadelphia May 2007 - Present
Virtus Partners December 2006 - April 2007
NCO Financial Systems April 2005 - September 2006
Christiana Care Health System March 1998 - April 2005
Holy Redeemer Health System May 1993 - March 1998
Education
University of Phoenix - Philadelphia 2002 — 2004
MBA, Technology Management
Rutgers University – Camden 1981 — 1990
BA, Computer Science
Jim Gresehover Jim Gresehover's Virtus Partners Experience May 2014 - Present
Job Executive Partner at Virtus Partners
Industry International Trade and Development
Experience
Virtus Partners May 2014 - Present
ACM Consulting May 2010 - Present
Rider Industries Ghana March 2011 - February 2014
Rider Glass Industries May 2010 - February 2014
Rider Industries Nigeria March 2010 - February 2014
NVIDIA January 2008 - May 2010
Guardian Industries February 2005 - January 2008
Gentex Korea January 2003 - February 2005
Gentex Japan May 1998 - February 2005
Gentex November 1991 - February 2005
Skills
New Business Development, Negotiation, Contract Management, Management Consulting, Electronics, Automotive, Glass, Steel, Product Development, Leadership, Team Building, Manufacturing, Program Management, Engineering, Business Planning, Contract Negotiation, Pricing, Strategic Planning, Business Development, Procurement, International Business, Supply Chain Management, Cross-functional Team..., Start-ups, International Sales, Lean Manufacturing
Education
Lawrence Technological University 1983 — 1988
BSEE
Eastern Michigan University 1989 — 1989
Japanese Language and Literature
Kioi Institute 1988 — 1988
Business Japanese
National Institute of Technology 1982 — 1983
Electrical Technology
Schoolcraft College
Chinese Language and Literature
Virtus Partners May 2014 - Present
ACM Consulting May 2010 - Present
Rider Industries Ghana March 2011 - February 2014
Rider Glass Industries May 2010 - February 2014
Rider Industries Nigeria March 2010 - February 2014
NVIDIA January 2008 - May 2010
Guardian Industries February 2005 - January 2008
Gentex Korea January 2003 - February 2005
Gentex Japan May 1998 - February 2005
Gentex November 1991 - February 2005
Skills
New Business Development, Negotiation, Contract Management, Management Consulting, Electronics, Automotive, Glass, Steel, Product Development, Leadership, Team Building, Manufacturing, Program Management, Engineering, Business Planning, Contract Negotiation, Pricing, Strategic Planning, Business Development, Procurement, International Business, Supply Chain Management, Cross-functional Team..., Start-ups, International Sales, Lean Manufacturing
Education
Lawrence Technological University 1983 — 1988
BSEE
Eastern Michigan University 1989 — 1989
Japanese Language and Literature
Kioi Institute 1988 — 1988
Business Japanese
National Institute of Technology 1982 — 1983
Electrical Technology
Schoolcraft College
Chinese Language and Literature
Valentina Titiun Valentina Titiun's Virtus Partners Experience November 2012 - June 2015
Job MBA Candidate en Kellogg School of Management
Industry Management Consulting
Experience
Virtus Partners November 2012 - June 2015
SERTHESIS CHILE S.A. February 2012 - May 2012
Mutual de Seguridad August 2011 - February 2012
Latitud 90 March 2011 - July 2011
Skills
Microsoft Office, Excel, English, Organizational..., PowerPoint, Microsoft Word, Teamwork, Change Management, Psychology
Education
Pontificia Universidad Católica de Chile 2006 — 2011
Organizational Psychology
University of New South Wales 2009 — 2009
Exchange Program, Business Administration
Virtus Partners November 2012 - June 2015
SERTHESIS CHILE S.A. February 2012 - May 2012
Mutual de Seguridad August 2011 - February 2012
Latitud 90 March 2011 - July 2011
Skills
Microsoft Office, Excel, English, Organizational..., PowerPoint, Microsoft Word, Teamwork, Change Management, Psychology
Education
Pontificia Universidad Católica de Chile 2006 — 2011
Organizational Psychology
University of New South Wales 2009 — 2009
Exchange Program, Business Administration
Jamaica McQueen Jamaica McQueen's Virtus Partners Experience March 2013 - Present
Job Loan Closer
Industry Banking
Experience
Virtus Partners March 2013 - Present
BNY Mellon May 2007 - March 2013
JPMorgan Chase August 1999 - May 2007
Skills
Microsoft Office, Access, 10 key, Lotus Notes, Account Reconciliation, Finance, Financial Services, Loans, Credit, Investment Banking, Securities
Education
Houston Community College
Virtus Partners March 2013 - Present
BNY Mellon May 2007 - March 2013
JPMorgan Chase August 1999 - May 2007
Skills
Microsoft Office, Access, 10 key, Lotus Notes, Account Reconciliation, Finance, Financial Services, Loans, Credit, Investment Banking, Securities
Education
Houston Community College
David I. Bassani's Virtus Partners Experience October 2011 - December 2014
Job MBA Candidate Class of 2017 at MIT Sloan School of Management
Industry Management Consulting
Experience
Virtus Partners October 2011 - December 2014
Deloitte Consulting October 2010 - September 2011
Roubini Global Economics June 2008 - September 2008
Skills
Management Consulting, Business Strategy, Strategy, Strategic Consulting, Financial Analysis, Business Analysis, Business Planning, Marketing Strategy, Consulting, Market Analysis, Business Transformation
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
ESADE Business & Law School 2009 — 2010
Master of Science (MSc), International Management
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2009
Exchange program (semester abroad), Management
Università Commerciale 'Luigi Bocconi' 2006 — 2009
Bachelor of Science (BS), Economics and Finance
Virtus Partners October 2011 - December 2014
Deloitte Consulting October 2010 - September 2011
Roubini Global Economics June 2008 - September 2008
Skills
Management Consulting, Business Strategy, Strategy, Strategic Consulting, Financial Analysis, Business Analysis, Business Planning, Marketing Strategy, Consulting, Market Analysis, Business Transformation
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2017
Master of Business Administration (M.B.A.)
ESADE Business & Law School 2009 — 2010
Master of Science (MSc), International Management
University of California, Berkeley - Walter A. Haas School of Business 2009 — 2009
Exchange program (semester abroad), Management
Università Commerciale 'Luigi Bocconi' 2006 — 2009
Bachelor of Science (BS), Economics and Finance
Doug Paradis Doug Paradis's Virtus Partners Experience April 2002 - March 2006
Job
Industry Information Technology and Services
Experience
Anexinet May 2009 - Present
Strategic Radar March 2006 - May 2009
Virtus Partners April 2002 - March 2006
Idea Integration 1992 - 2001
Actium 1992 - 1998
GE 1990 - 1993
GE 1990 - 1993
Skills
Enterprise Architecture, Cloud Computing, Android, IT Strategy, Integration, Data Center, New Business Development, Business Process, Disaster Recovery, Product Development, Project Management, Management, Software Development, Microsoft SQL Server, Strategy, Business Strategy, Business Intelligence, Process Improvement
Education
University of Michigan
BS, Aerospace Engineering
University of Pennsylvania
MS, Systems Engineering
Anexinet May 2009 - Present
Strategic Radar March 2006 - May 2009
Virtus Partners April 2002 - March 2006
Idea Integration 1992 - 2001
Actium 1992 - 1998
GE 1990 - 1993
GE 1990 - 1993
Skills
Enterprise Architecture, Cloud Computing, Android, IT Strategy, Integration, Data Center, New Business Development, Business Process, Disaster Recovery, Product Development, Project Management, Management, Software Development, Microsoft SQL Server, Strategy, Business Strategy, Business Intelligence, Process Improvement
Education
University of Michigan
BS, Aerospace Engineering
University of Pennsylvania
MS, Systems Engineering
Juan Manuel Boulin Juan Manuel Boulin's Virtus Partners Experience August 2010 - April 2011
Job Director of Operations at INUSA, Inc
Industry Electrical/Electronic Manufacturing
Experience
The Boston Consulting Group July 2015 - Present
IN USA, Inc April 2011 - December 2014
Virtus Partners August 2010 - April 2011
MIT June 2008 - August 2010
Dell February 2009 - August 2009
IN USA, Inc September 2004 - May 2008
IN USA, Inc January 2001 - September 2004
Skills
Business Strategy, Financial Modeling, Project Management, Product Management, Engineering, Manufacturing, Continuous Improvement, Operations Management, Electronics, Product Design, Testing, Team Leadership, Forecasting, Business Development, Cross-functional Team..., Start-ups, Process Engineering, Data Analysis, Lean Manufacturing, Semiconductors, Business Planning, Project Planning, Analysis, Instrumentation, Product Marketing, Change Management, Simulations, R&D, Entrepreneurship, Supply Chain, Leadership, Negotiation, Supply Chain Management, Competitive Analysis, Energy, Business Process..., Supply Chain..., Renewable Energy, Mergers & Acquisitions, Operational Excellence, Design of Experiments, Strategic Consulting, Root Cause Analysis, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, (LGO Fellow)
Massachusetts Institute of Technology 2008 — 2010
MS, Engineering Systems (LGO Fellow)
Universidad de Mendoza 1994 — 2000
Eng, Electrical engineering, Bioengineering
The Boston Consulting Group July 2015 - Present
IN USA, Inc April 2011 - December 2014
Virtus Partners August 2010 - April 2011
MIT June 2008 - August 2010
Dell February 2009 - August 2009
IN USA, Inc September 2004 - May 2008
IN USA, Inc January 2001 - September 2004
Skills
Business Strategy, Financial Modeling, Project Management, Product Management, Engineering, Manufacturing, Continuous Improvement, Operations Management, Electronics, Product Design, Testing, Team Leadership, Forecasting, Business Development, Cross-functional Team..., Start-ups, Process Engineering, Data Analysis, Lean Manufacturing, Semiconductors, Business Planning, Project Planning, Analysis, Instrumentation, Product Marketing, Change Management, Simulations, R&D, Entrepreneurship, Supply Chain, Leadership, Negotiation, Supply Chain Management, Competitive Analysis, Energy, Business Process..., Supply Chain..., Renewable Energy, Mergers & Acquisitions, Operational Excellence, Design of Experiments, Strategic Consulting, Root Cause Analysis, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, (LGO Fellow)
Massachusetts Institute of Technology 2008 — 2010
MS, Engineering Systems (LGO Fellow)
Universidad de Mendoza 1994 — 2000
Eng, Electrical engineering, Bioengineering
Jaime Carvajal Libreros Jaime Carvajal Libreros's Virtus Partners Experience June 2013 - Present
Job Project leadership & implementation and Process Improvement Expertise
Industry Management Consulting
Experience
Virtus Partners June 2013 - Present
McKinsey & Company March 2011 - May 2013
McKinsey & Company April 2009 - February 2011
McKinsey & Company June 2005 - September 2007
Smurfit Kappa May 2003 - October 2004
Education
Instituto de Empresa 2007 — 2008
Master of Business Administration (MBA)
Purdue University 1999 — 2002
Bachelor of Science in Industrial Engineering
Virtus Partners June 2013 - Present
McKinsey & Company March 2011 - May 2013
McKinsey & Company April 2009 - February 2011
McKinsey & Company June 2005 - September 2007
Smurfit Kappa May 2003 - October 2004
Education
Instituto de Empresa 2007 — 2008
Master of Business Administration (MBA)
Purdue University 1999 — 2002
Bachelor of Science in Industrial Engineering
Patrick Hopkins's Virtus Partners Experience 2001 - 2006
Job Regional Sales Manager at Quantum
Industry Information Technology and Services
Experience
Quantum April 2011 - Present
Quantum April 2010 - March 2011
Quantum February 2008 - March 2010
Rackable Systems June 2006 - January 2008
Virtus Partners 2001 - 2006
Omicron Consulting 1996 - 2001
Hewlett-Packard Company 1984 - 1996
Skills
Sales, Solution Selling, Cloud Computing, Enterprise Software, SaaS, Storage, Salesforce.com, Channel Partners, Data Center, Professional Services, Direct Sales, Account Management, Virtualization, Managed Services, Business Development, Sales Enablement, Go-to-market Strategy, Strategic Partnerships, Business Alliances, Channel, Management, Software Industry, Consulting, Storage Solutions, Sales Process, Partner Management
Education
Drexel University - College of Business and Administration 1989 — 1992
MBA, Finance
Drexel University - LeBow College of Business 1979 — 1984
BS Marketing, Marketing, IT
Quantum April 2011 - Present
Quantum April 2010 - March 2011
Quantum February 2008 - March 2010
Rackable Systems June 2006 - January 2008
Virtus Partners 2001 - 2006
Omicron Consulting 1996 - 2001
Hewlett-Packard Company 1984 - 1996
Skills
Sales, Solution Selling, Cloud Computing, Enterprise Software, SaaS, Storage, Salesforce.com, Channel Partners, Data Center, Professional Services, Direct Sales, Account Management, Virtualization, Managed Services, Business Development, Sales Enablement, Go-to-market Strategy, Strategic Partnerships, Business Alliances, Channel, Management, Software Industry, Consulting, Storage Solutions, Sales Process, Partner Management
Education
Drexel University - College of Business and Administration 1989 — 1992
MBA, Finance
Drexel University - LeBow College of Business 1979 — 1984
BS Marketing, Marketing, IT
Robert Segal's Virtus Partners Experience April 2008 - July 2010
Job Business Strategy Manager at Brightstar
Industry Telecommunications
Experience
Brightstar August 2013 - Present
Machon Yaakov August 2010 - July 2012
Virtus Partners April 2008 - July 2010
LAN Airlines January 2007 - March 2008
Skills
Management Consulting, Change Management, Strategy, Strategic Consulting, Business Strategy, Business Planning, Operations Management, Culture Change, International Relations, Corporate Development, Organizational Design, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Management, Team Leadership, Financial Modeling, Microsoft Office, Competitive Analysis, Spanish, Marketing Strategy, Analysis, Cross-functional Team...
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
Pontificia Universidad Católica de Chile 2000 — 2006
BA, Business Administration and Economics
Brightstar August 2013 - Present
Machon Yaakov August 2010 - July 2012
Virtus Partners April 2008 - July 2010
LAN Airlines January 2007 - March 2008
Skills
Management Consulting, Change Management, Strategy, Strategic Consulting, Business Strategy, Business Planning, Operations Management, Culture Change, International Relations, Corporate Development, Organizational Design, Entrepreneurship, Mergers & Acquisitions, Strategic Planning, Management, Team Leadership, Financial Modeling, Microsoft Office, Competitive Analysis, Spanish, Marketing Strategy, Analysis, Cross-functional Team...
Education
Kellogg School of Management 2012 — 2013
Master of Business Administration (MBA)
Pontificia Universidad Católica de Chile 2000 — 2006
BA, Business Administration and Economics
Richard Shilling's Virtus Partners Experience June 2007 - July 2009
Job Sr. Systems Engineer at Healthy Directions
Industry Information Technology and Services
Experience
Healthy Directions July 2009 - Present
Virtus Partners June 2007 - July 2009
Shire Pharmaceuticals May 2006 - January 2007
Skylo NetWorks 2002 - 2006
Shire Pharmaceuticals 2004 - 2005
Shire Pharmaceutical Development Inc. 2002 - 2004
Qwest Communications 2001 - 2002
Zephion Networks 2000 - 2001
Skills
Servers, Data Center, VMware ESX, VMware Infrastructure, HP, Brocade, Pre-sales, Virtualization, vSphere, ITIL, Disaster Recovery, P2V, SAN, VMware, Cloud Computing
Education
Montgomery College
Healthy Directions July 2009 - Present
Virtus Partners June 2007 - July 2009
Shire Pharmaceuticals May 2006 - January 2007
Skylo NetWorks 2002 - 2006
Shire Pharmaceuticals 2004 - 2005
Shire Pharmaceutical Development Inc. 2002 - 2004
Qwest Communications 2001 - 2002
Zephion Networks 2000 - 2001
Skills
Servers, Data Center, VMware ESX, VMware Infrastructure, HP, Brocade, Pre-sales, Virtualization, vSphere, ITIL, Disaster Recovery, P2V, SAN, VMware, Cloud Computing
Education
Montgomery College
Christian Floyd's Virtus Partners Experience 2004 - 2004
Job
Industry Information Technology and Services
Experience
Evergreen Systems October 2012 - May 2013
Solutions3 April 2010 - October 2012
Intact Technology December 2008 - April 2010
Melillo Consulting December 2004 - June 2008
Talog Consulting Service January 2004 - January 2005
Virtus Partners 2004 - 2004
Forsythe 2001 - 2002
Visalign 1996 - 2000
Visalign / Forte Systems 1995 - 2000
Forte Systems 1995 - 1996
Skills
IT Service Management, Configuration Management, Service Design, HP, HP Openview, ITIL, Cloud Computing, IT Management, Incident Management, IT Strategy, CMDB, Integration, Process Improvement, Solution Architecture, Change Management, Enterprise Software, Virtualization, Systems Management, Pre-sales, VMware, Process Engineering, Enterprise Architecture, IT Operations, SiteScope, Perfmon, Service Catalog, Data Center, Service Management, Professional Services, Disaster Recovery, Management, Information Technology
Education
Penn State University 1987 — 1989
EET
Evergreen Systems October 2012 - May 2013
Solutions3 April 2010 - October 2012
Intact Technology December 2008 - April 2010
Melillo Consulting December 2004 - June 2008
Talog Consulting Service January 2004 - January 2005
Virtus Partners 2004 - 2004
Forsythe 2001 - 2002
Visalign 1996 - 2000
Visalign / Forte Systems 1995 - 2000
Forte Systems 1995 - 1996
Skills
IT Service Management, Configuration Management, Service Design, HP, HP Openview, ITIL, Cloud Computing, IT Management, Incident Management, IT Strategy, CMDB, Integration, Process Improvement, Solution Architecture, Change Management, Enterprise Software, Virtualization, Systems Management, Pre-sales, VMware, Process Engineering, Enterprise Architecture, IT Operations, SiteScope, Perfmon, Service Catalog, Data Center, Service Management, Professional Services, Disaster Recovery, Management, Information Technology
Education
Penn State University 1987 — 1989
EET
Matias Goldsmith's Virtus Partners Experience 2009 - 2011
Job MBA Candidate Class of 2016 at Harvard Business School
Industry Management Consulting
Experience
MatrixConsulting 2012 - 2014
Crystal Lagoons 2011 - 2012
Virtus Partners 2009 - 2011
Skills
Business Strategy, Management Consulting, Business Analysis, Strategy, Strategic Planning, Team Leadership, Change Management, Marketing Strategy, Negotiation, Business Development
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Universidad de Chile 2003 — 2009
B.Sc. in Engineering and Professional Degree Industrial Engineering (MSc. Equivalent), Industrial Engineering
MatrixConsulting 2012 - 2014
Crystal Lagoons 2011 - 2012
Virtus Partners 2009 - 2011
Skills
Business Strategy, Management Consulting, Business Analysis, Strategy, Strategic Planning, Team Leadership, Change Management, Marketing Strategy, Negotiation, Business Development
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Universidad de Chile 2003 — 2009
B.Sc. in Engineering and Professional Degree Industrial Engineering (MSc. Equivalent), Industrial Engineering
Kristin Cresswell's Virtus Partners Experience 2004 - 2006
Job Director of Human Resources
Industry Information Technology and Services
Experience
Anexinet September 2011 - Present
ISA Consulting August 2006 - April 2011
Virtus Partners 2004 - 2006
Princeton Information 2000 - 2005
Skills
Onboarding, Human Resources, Talent Acquisition, Performance Management, Applicant Tracking..., Employee Relations, Recruiting, Leadership, Technical Recruiting, SDLC, Process Improvement, Management, Contract Recruitment, Change Management, Benefits Negotiation, Talent Management, Program Management, Internet Recruiting, Screening Resumes, HRIS, Vendor Management, College Recruiting, Screening, Temporary Placement, Personnel Management, Staffing Services, Interviews, Staff Augmentation, HR Policies, Taleo, PeopleSoft, Sourcing, New Hire Orientations, Workforce Planning, Permanent Placement, Benefits Administration, Deferred Compensation
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Villanova University
Human Resource Management
Anexinet September 2011 - Present
ISA Consulting August 2006 - April 2011
Virtus Partners 2004 - 2006
Princeton Information 2000 - 2005
Skills
Onboarding, Human Resources, Talent Acquisition, Performance Management, Applicant Tracking..., Employee Relations, Recruiting, Leadership, Technical Recruiting, SDLC, Process Improvement, Management, Contract Recruitment, Change Management, Benefits Negotiation, Talent Management, Program Management, Internet Recruiting, Screening Resumes, HRIS, Vendor Management, College Recruiting, Screening, Temporary Placement, Personnel Management, Staffing Services, Interviews, Staff Augmentation, HR Policies, Taleo, PeopleSoft, Sourcing, New Hire Orientations, Workforce Planning, Permanent Placement, Benefits Administration, Deferred Compensation
Education
Bloomsburg University of Pennsylvania 1994 — 1998
Villanova University
Human Resource Management
Todd Abramson's Virtus Partners Experience May 2007 - May 2008
Job Vice President, IOO Liason to NTAM at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Northern Trust Corporation July 2015 - Present
BNY Mellon October 2012 - July 2015
DepoTexas June 2008 - October 2012
Virtus Partners May 2007 - May 2008
JPMorgan Chase / The Bank of New York April 2003 - May 2007
Todd Abramson, Sole Proprietor October 2001 - April 2003
Nuveen Investments August 1999 - October 2001
Van Kampen Investments July 1994 - August 1999
Skills
Excel, Financial Analysis, Account Reconciliation, Credit Risk, Bloomberg, CDO, Cash Flow Management, Investment Banking, Microsoft Excel, Interpretation, Cash Flow, Management, Mergers & Acquisitions, Investments, Cash Management, Financial Risk, Mutual Funds, Loans, Trading, Leadership, Budgets, Credit, Risk Management, Securities, Financial Services, Structured Finance
Education
Augustana College 1990 — 1994
B.A., Accounting
Augustana College 1990 — 1994
B.A., Business Administration with concentration in Finance and Management
Rock Island High School
Lauri Pool's Virtus Partners Experience
Job Closer at Virtus Partners
Industry Financial Services
Experience
Virtus Partners
Skills
Loans, Fixed Income
Education
University of Houston 2000 — 2003
Virtus Partners
Skills
Loans, Fixed Income
Education
University of Houston 2000 — 2003
Adam Taicher's Virtus Partners Experience August 2002 - November 2004
Job Principal at Navigate Corporation
Industry Pharmaceuticals
Experience
Navigate Corporation February 2014 - Present
Grant Thornton LLP March 2011 - February 2014
SMART Business Advisory and Consulting December 2004 - February 2011
Virtus Partners August 2002 - November 2004
BearingPoint February 2002 - August 2002
Andersen Consulting 1998 - 2002
PECO Energy 1998 - 2002
Skills
Management Consulting, Change Management, Organizational Design, Talent Management, Human Capital, Organizational..., Performance Management, Business Process..., Organizational..., Succession Planning, Strategic Planning, Process Improvement, Acquisition Integration, Shared Services, HRIS, Business Transformation, Project Management, Employee Engagement, Leadership Development, Onboarding, Program Management, System Implementations, Customer Relationship..., Strategic Facilitation, Large Scale Business..., Large Scale Systems..., Leadership, Business Process..., Consulting, Strategy, ERP, Project Portfolio..., Governance, PMO, Personnel Management
Education
West Chester University of Pennsylvania 2000 — 2002
MA, Industrial Organizational Psychology
Shippensburg University of Pennsylvania 1984 — 1988
BA, Psychology
Navigate Corporation February 2014 - Present
Grant Thornton LLP March 2011 - February 2014
SMART Business Advisory and Consulting December 2004 - February 2011
Virtus Partners August 2002 - November 2004
BearingPoint February 2002 - August 2002
Andersen Consulting 1998 - 2002
PECO Energy 1998 - 2002
Skills
Management Consulting, Change Management, Organizational Design, Talent Management, Human Capital, Organizational..., Performance Management, Business Process..., Organizational..., Succession Planning, Strategic Planning, Process Improvement, Acquisition Integration, Shared Services, HRIS, Business Transformation, Project Management, Employee Engagement, Leadership Development, Onboarding, Program Management, System Implementations, Customer Relationship..., Strategic Facilitation, Large Scale Business..., Large Scale Systems..., Leadership, Business Process..., Consulting, Strategy, ERP, Project Portfolio..., Governance, PMO, Personnel Management
Education
West Chester University of Pennsylvania 2000 — 2002
MA, Industrial Organizational Psychology
Shippensburg University of Pennsylvania 1984 — 1988
BA, Psychology
Embret Rusten's Virtus Partners Experience May 2007 - May 2010
Job Senior Global Data Integrity Analyst at Virtus Partners, LLC
Industry Banking
Experience
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Virtus Partners, LLC May 2010 - Present
Virtus Partners May 2007 - May 2010
CIBC World Markets January 2006 - April 2007
Skills
Financial Analysis, Loans, Banking, Bloomberg, Portfolio Management, Investments, Fixed Income, Due Diligence, Capital Markets, Financial Modeling, Asset Managment, Derivatives, Securities, Investment Banking
Education
Brigham Young University - Hawaii 2003 — 2005
BS, International Business Management
Brigham Young University - Idaho 2001 — 2002
Transfer to BYU - Hawaii, Business Administration and Management, General
Kelly Faykus's Virtus Partners Experience May 2005 - Present
Job Managing Partners at Virtus Partners
Industry Financial Services
Experience
Virtus Partners May 2005 - Present
JPMorgan 1998 - 2005
Skills
Structured Finance, Derivatives, Bloomberg, Asset Managment, Structured Products
Education
University of Michigan 1991 — 1993
mba, finance
Texas A&M University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Virtus Partners May 2005 - Present
JPMorgan 1998 - 2005
Skills
Structured Finance, Derivatives, Bloomberg, Asset Managment, Structured Products
Education
University of Michigan 1991 — 1993
mba, finance
Texas A&M University 1986 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Erica Lisbon's Virtus Partners Experience July 2009 - April 2010
Job Senior CLO Analyst at ClearStructure Financial Technology
Industry Information Technology and Services
Experience
ClearStructure Financial Technology September 2014 - Present
ClearStructure Financial Technology August 2014 - September 2014
BNY Mellon August 2012 - July 2014
Our Lady of the Lake University October 2012 - December 2012
ZeroChaos April 2012 - August 2012
Our Lady of the Lake University March 2012 - May 2012
Our Lady of the Lake University October 2011 - December 2011
Our Lady of the Lake University March 2011 - May 2011
Virtus Partners July 2009 - April 2010
Creme de la Creme April 2009 - June 2009
Skills
Analysis, Financial Analysis, Leadership, Management, Risk Management, Financial Modeling, Securities, Team Building, Process Improvement, Project Management, Banking, CRM, Fixed Income, Portfolio Management
Education
Our Lady of the Lake University 2006 — 2010
Ph.D., Leadership Studies
Our Lady of the Lake University 1996 — 1997
MBA, Finance
Quinnipiac University 1989 — 1993
B. S., Business Management
ClearStructure Financial Technology September 2014 - Present
ClearStructure Financial Technology August 2014 - September 2014
BNY Mellon August 2012 - July 2014
Our Lady of the Lake University October 2012 - December 2012
ZeroChaos April 2012 - August 2012
Our Lady of the Lake University March 2012 - May 2012
Our Lady of the Lake University October 2011 - December 2011
Our Lady of the Lake University March 2011 - May 2011
Virtus Partners July 2009 - April 2010
Creme de la Creme April 2009 - June 2009
Skills
Analysis, Financial Analysis, Leadership, Management, Risk Management, Financial Modeling, Securities, Team Building, Process Improvement, Project Management, Banking, CRM, Fixed Income, Portfolio Management
Education
Our Lady of the Lake University 2006 — 2010
Ph.D., Leadership Studies
Our Lady of the Lake University 1996 — 1997
MBA, Finance
Quinnipiac University 1989 — 1993
B. S., Business Management
Pedro Uhalde's Virtus Partners Experience March 2012 - June 2014
Job MBA Candidate at BerkeleyHaas, Class of 2016
Industry Management Consulting
Experience
Virtus Partners March 2012 - June 2014
Banco Galicia September 2009 - December 2011
Banco Galicia July 2007 - August 2009
Banco Galicia April 2006 - November 2006
PlaNet Finance June 2005 - September 2005
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
MBA Candidate
2003 — 2008
Lic.
Ecole Supérieure de Commerce de Rouen 2007 — 2007
Intercambio universitario
Virtus Partners March 2012 - June 2014
Banco Galicia September 2009 - December 2011
Banco Galicia July 2007 - August 2009
Banco Galicia April 2006 - November 2006
PlaNet Finance June 2005 - September 2005
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
MBA Candidate
2003 — 2008
Lic.
Ecole Supérieure de Commerce de Rouen 2007 — 2007
Intercambio universitario
Naoufal Abbista's Virtus Partners Experience November 2007 - Present
Job Director at Virtus Partners
Industry Financial Services
Experience
Virtus Partners November 2007 - Present
Education
University of Houston
Virtus Partners November 2007 - Present
Education
University of Houston
Ed Lacey's Virtus Partners Experience 2005 - 2007
Job Consultant
Industry
Experience
Self Employed Consultant 2008 - Present
Virtus Partners 2005 - 2007
TCB Displays 2003 - 2005
Dorland Healthcare Information 1999 - 2002
INTELLIGUARD SOFTWARE, INC/ PDC Solutins 1996 - 1999
FLAGSHIP SERVICES, INC 1989 - 1996
Skills
Turnaround Management, Negotiations, Legal issues, Banking Relations, Budgeting and..., Process Improvement, Cash management, Financial Analysis, Department management, All Controller Functions, All Treasury Functions, Problem Analysis and..., Restructuring, Risk Management, Due Diligence, Managerial Finance, Acquisition Integration, Sarbanes-Oxley Act, Turn Around Management, Venture Capital, IPO, Accounting, Executive Management, M&A experience, Cash Management, Business Planning, Investor Relations, Corporate Development, Strategic Planning, Finance, Strategic Financial..., Management Consulting, Mergers, Business Process..., Financial Modeling, Financial Reporting, Governance, Budgets, Private Equity, Start-ups, Banking, Management, Mergers & Acquisitions, Negotiation, Business Analysis, Internal Audit, Analysis, Entrepreneurship, Legal Issues, Tax
Education
St. Joseph's University
Bachelor of Science (BS), Accounting
Self Employed Consultant 2008 - Present
Virtus Partners 2005 - 2007
TCB Displays 2003 - 2005
Dorland Healthcare Information 1999 - 2002
INTELLIGUARD SOFTWARE, INC/ PDC Solutins 1996 - 1999
FLAGSHIP SERVICES, INC 1989 - 1996
Skills
Turnaround Management, Negotiations, Legal issues, Banking Relations, Budgeting and..., Process Improvement, Cash management, Financial Analysis, Department management, All Controller Functions, All Treasury Functions, Problem Analysis and..., Restructuring, Risk Management, Due Diligence, Managerial Finance, Acquisition Integration, Sarbanes-Oxley Act, Turn Around Management, Venture Capital, IPO, Accounting, Executive Management, M&A experience, Cash Management, Business Planning, Investor Relations, Corporate Development, Strategic Planning, Finance, Strategic Financial..., Management Consulting, Mergers, Business Process..., Financial Modeling, Financial Reporting, Governance, Budgets, Private Equity, Start-ups, Banking, Management, Mergers & Acquisitions, Negotiation, Business Analysis, Internal Audit, Analysis, Entrepreneurship, Legal Issues, Tax
Education
St. Joseph's University
Bachelor of Science (BS), Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY