Wasserstein Perella
Industry: Banking company
DescriptionWasserstein Perella & Co., sometimes referred to as "Wasserella", was a boutique investment bank established by Bruce Wasserstein, Joseph R. Perella, Bill Lambert, and Charles Ward in 1988, former bankers at First Boston Corp., until its eventual sale to Dresdner Bank in 2000 for some $1.4 billion in stock. Founder: Bruce Wasserstein Founded: 1988 Headquarters: New York City, NY Successor: Kleinwort Hambros Defunct: 2000
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Wasserstein Perella Employees
Employee
Years
Job
Industry
Terri Herman Terri Herman's Wasserstein Perella Experience 1999 - 2002
Job Institutional Equity Sales
Industry Financial Services
Experience
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
Portales Partners, LLC June 2015 - Present
Brean Capital September 2007 - January 2014
WR Hambrecht + Co 2002 - 2007
Wasserstein Perella 1999 - 2002
Dillon Read Capital Management 1986 - 1998
Dean Witter 1972 - 1973
Skills
Sell Side, Institutional Investors, Institutional..., Equities, Equity Research, Capital Markets, Series 7, Investment Banking, Hedge Funds, Private Equity, Equity Trading, Investor Relations, Equity Valuation, Bloomberg, Trading, Private Placements, Alternative Investments, Series 63, Institutional Sales, Mutual Funds, Portfolio Management, Securities, Venture Capital, Asset Management, Series 24, Investment Management, Investments, Emerging Markets, Valuation, IPO, Financial Analysis, Fixed Income, DCF, ETFs
Education
Boston University 2010 — 2010
BS
Fair Lawn High
CHRISTINE SOLOMON CHRISTINE SOLOMON's Wasserstein Perella Experience 2004 - 2007
Job Luxury Beach Realtor at NW Real Estate Brokers
Industry Real Estate
Experience
NW Real Estate Brokers 2011 - Present
Wasserstein Perella 2004 - 2007
Salomon Brothers 1992 - 2002
Price Waterhouse 1988 - 1990
Skills
Real Estate, Sellers, Residential Homes, Finance, Commercial Real Estate, Investment Banking, Investment Properties, First Time Home Buyers, Real Estate Transactions, REO, Single Family Homes
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1984 — 1988
Bachelor of Arts (BA), Economics
NW Real Estate Brokers 2011 - Present
Wasserstein Perella 2004 - 2007
Salomon Brothers 1992 - 2002
Price Waterhouse 1988 - 1990
Skills
Real Estate, Sellers, Residential Homes, Finance, Commercial Real Estate, Investment Banking, Investment Properties, First Time Home Buyers, Real Estate Transactions, REO, Single Family Homes
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1984 — 1988
Bachelor of Arts (BA), Economics
Eric Lindberg Eric Lindberg's Wasserstein Perella Experience May 1993 - March 1994
Job Partner at Lion Capital
Industry Venture Capital & Private Equity
Experience
Lion Capital September 2008 - Present
Hicks Muse Tate & Furst September 1998 - July 2007
The Blackstone Group March 1994 - November 1996
Wasserstein Perella May 1993 - March 1994
Education
Harvard Business School 1997 — 1998
Master of Business Administration (MBA)
Denison University 1989 — 1992
Bachelor's Degree
Lion Capital September 2008 - Present
Hicks Muse Tate & Furst September 1998 - July 2007
The Blackstone Group March 1994 - November 1996
Wasserstein Perella May 1993 - March 1994
Education
Harvard Business School 1997 — 1998
Master of Business Administration (MBA)
Denison University 1989 — 1992
Bachelor's Degree
Roman Sorobay Roman Sorobay's Wasserstein Perella Experience 1988 - 1994
Job Managing Partner at Stone Raptor RE LLC
Industry Real Estate
Experience
Stone Raptor RE LLC 2013 - Present
Wells Fargo 2008 - 2013
Bank of America 2000 - 2007
Deutsche Bank 1994 - 2000
Wasserstein Perella 1988 - 1994
Warburg Pincus LLC 1984 - 1988
Skills
Vendor Management, Risk Management, Strategic Planning, Contract Negotiation, Business Development, Financial Services, Process Improvement, Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Townhomes, Real Estate Transactions, Real Estate Economics, Capital Markets, Equities, Product Management, Integration, Strategy, Mergers & Acquisitions, Management, Change Management
Education
Columbia University in the City of New York
Master's Degree, Information Science
State University of New York at Albany
Master's Degree, Resource Management
Stone Raptor RE LLC 2013 - Present
Wells Fargo 2008 - 2013
Bank of America 2000 - 2007
Deutsche Bank 1994 - 2000
Wasserstein Perella 1988 - 1994
Warburg Pincus LLC 1984 - 1988
Skills
Vendor Management, Risk Management, Strategic Planning, Contract Negotiation, Business Development, Financial Services, Process Improvement, Real Estate, Investment Properties, Real Estate Development, Real Estate Financing, Townhomes, Real Estate Transactions, Real Estate Economics, Capital Markets, Equities, Product Management, Integration, Strategy, Mergers & Acquisitions, Management, Change Management
Education
Columbia University in the City of New York
Master's Degree, Information Science
State University of New York at Albany
Master's Degree, Resource Management
Richard Cryan's Wasserstein Perella Experience 1989 - 1991
Job Portfolio Manager at Brookfield Investment Management
Industry Investment Management
Experience
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
Brookfield Investment Management September 2006 - Present
Evergreen Investments 1992 - 2006
Wasserstein Perella 1989 - 1991
Fidelity Investments 1984 - 1989
TIAA-CREF 1980 - 1984
Skills
High Yield, Asset Management, Bonds, Portfolio Management, Relative Value, Fundamental Research, Portfolios, Separately Managed..., Fixed Income, Value Investing, Fixed Income Research, Institutional Clients, Fixed Income Analysis, Asset Managment, Research, Hedge Funds, Institutional Investors, Alternative Investments, Bloomberg, Institutional..., Asset Allocation, Equities, Capital Markets, Investments, Investment Management, Mutual Funds
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1974 — 1978
BS, Finance
Radnor High School 1970 — 1974
Diploma
Rob Medway Rob Medway's Wasserstein Perella Experience 1988 - 1990
Job Owner, Managing Partner; Royal Capital Managment
Industry Investment Management
Experience
Royal Capital Management 1998 - Present
Seneca Capital 1997 - 1998
SC Fundamental 1995 - 1997
DLJ Merchant Banking 1992 - 1995
McKinsey & Company 1991 - 1991
Wasserstein Perella 1988 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Private Equity, Due Diligence, Equities, Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Venture Capital, Investment Banking, LBO, Valuation
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1983 — 1987
BBA, Accounting and Finance
Thomas S. Woottton High School 1979 — 1983
Royal Capital Management 1998 - Present
Seneca Capital 1997 - 1998
SC Fundamental 1995 - 1997
DLJ Merchant Banking 1992 - 1995
McKinsey & Company 1991 - 1991
Wasserstein Perella 1988 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Private Equity, Due Diligence, Equities, Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Venture Capital, Investment Banking, LBO, Valuation
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1983 — 1987
BBA, Accounting and Finance
Thomas S. Woottton High School 1979 — 1983
Andy Bess Andy Bess's Wasserstein Perella Experience 2000 - 2001
Job Managing Director at Daroth Capital
Industry Investment Banking
Experience
Daroth Capital 2011 - Present
Daroth Capital Advisors LLC 2002 - 2010
Dresdner Kleinwort Wasserstein 2001 - 2002
Wasserstein Perella 2000 - 2001
EY 1999 - 2000
Skills
Private Equity, Mergers, Valuation, Start-ups, Business Development, Mergers & Acquisitions, Corporate Development, Venture Capital, Corporate Finance, Equities, LBO, Due Diligence, Hedge Funds, Investments, Private Placements, Financial Analysis, Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Colby College
BA, English, Geology
Delbarton School
Daroth Capital 2011 - Present
Daroth Capital Advisors LLC 2002 - 2010
Dresdner Kleinwort Wasserstein 2001 - 2002
Wasserstein Perella 2000 - 2001
EY 1999 - 2000
Skills
Private Equity, Mergers, Valuation, Start-ups, Business Development, Mergers & Acquisitions, Corporate Development, Venture Capital, Corporate Finance, Equities, LBO, Due Diligence, Hedge Funds, Investments, Private Placements, Financial Analysis, Finance, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Colby College
BA, English, Geology
Delbarton School
Scott Merlis Scott Merlis's Wasserstein Perella Experience 1998 - 2002
Job Board Director|Investment Banker: Automotive & Industrial Technology
Industry Investment Banking
Experience
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
M.M. Dillon & Co. 2010 - Present
Dayco 2009 - Present
Ducker Consulting 2007 - 2010
Thomas Weisel Partners 2003 - 2007
Deutsche Bank 2002 - 2003
Wasserstein Perella 1998 - 2002
Ganton 1996 - 1998
Merlis Automotive 1995 - 1998
Morgan Stanley 1985 - 1995
Skills
Corporate Development, Investments, IPO, Security Analysis, Investment Banking, Special Situations, LBO, Valuation, Equity Research, Private Equity, Equities, Corporate Finance, Financial Modeling, M&A experience, Hedge Funds, Board Development, Board of Directors, Advisory Boards, Board Relations, Board Governance, Finance, Audit Committee, Financial Advisory, Business Advisory, Business Development, Process Improvement, Strategic Planning, Growth Strategies, Financial Performance..., Forecasting, Budgeting, Mergers & Acquisitions, P&L Management, Investment Advisory, Corporate Advisory, Equity Research Analysis, Shareholder Agreements, Corporate Communications, Problem Solving
Education
Columbia University - Columbia Business School 1978 — 1980
MBA/MSW, Finance
Brandeis University 1973 — 1977
Bachelors, Psychology
Arun Paul Arun Paul's Wasserstein Perella Experience 1995 - 1997
Job Founder and CEO of Priya Living
Industry Real Estate
Experience
Priya Living December 2009 - Present
Solage Hotels and Resorts April 2007 - August 2009
Canyon Equity May 2003 - March 2007
Banc of America Securities 2001 - 2003
The Irvine Company 1997 - 1999
Wasserstein Perella 1995 - 1997
Skills
Strategic Planning, Real Estate Development, Real Estate Economics, Real Estate, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Strategy, Land Acquisition, Leadership, Product Design, Product Innovation, Real Estate Investor, Finance, Management, Mergers & Acquisitions, Strategy, Asset Management, Valuation, Investments
Education
Stanford Business School 1999 — 2001
MBA, Global Management
Stanford University 1991 — 1995
BA, Economics
Priya Living December 2009 - Present
Solage Hotels and Resorts April 2007 - August 2009
Canyon Equity May 2003 - March 2007
Banc of America Securities 2001 - 2003
The Irvine Company 1997 - 1999
Wasserstein Perella 1995 - 1997
Skills
Strategic Planning, Real Estate Development, Real Estate Economics, Real Estate, Business Development, Marketing Strategy, Start-ups, Entrepreneurship, Business Strategy, Land Acquisition, Leadership, Product Design, Product Innovation, Real Estate Investor, Finance, Management, Mergers & Acquisitions, Strategy, Asset Management, Valuation, Investments
Education
Stanford Business School 1999 — 2001
MBA, Global Management
Stanford University 1991 — 1995
BA, Economics
Durc A. Savini Durc A. Savini's Wasserstein Perella Experience 1999 - 2003
Job Managing Director, Head of Restructuring & Recapitalization Group at Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company November 2010 - Present
Miller Buckfire 2003 - 2010
Wasserstein Perella 1999 - 2003
Bear Stearns & Company 1997 - 1999
CIBC Wood Gundy 1990 - 1997
Skills
LBO, Mergers, Corporate Finance, Financial Modeling, Corporate Development, Equities, Hedge Funds, Venture Capital, Capital Markets
Education
Chicago GSB 1997 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1984 — 1988
Bachelor's degree, Economics
Peter J. Solomon Company November 2010 - Present
Miller Buckfire 2003 - 2010
Wasserstein Perella 1999 - 2003
Bear Stearns & Company 1997 - 1999
CIBC Wood Gundy 1990 - 1997
Skills
LBO, Mergers, Corporate Finance, Financial Modeling, Corporate Development, Equities, Hedge Funds, Venture Capital, Capital Markets
Education
Chicago GSB 1997 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1984 — 1988
Bachelor's degree, Economics
Shawn Severson Shawn Severson's Wasserstein Perella Experience 1996 - 1997
Job Managing Director, BlueShirt Group
Industry Investment Banking
Experience
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
The Blueshirt Group April 2013 - Present
RePower Capital, Inc. April 2014 - Present
JMP Securities September 2011 - April 2013
ThinkEquity LLC November 2009 - September 2011
Brigantine Advisors February 2009 - November 2009
Robert W. Baird October 2007 - February 2009
Raymond James 1999 - October 2007
EVEREN Securities 1997 - 1999
Wasserstein Perella 1996 - 1997
Skills
Cleantech, Investments, Equities, Biofuels, Renewable Resources, Natural Gas, Renewable Chemicals, Oil & Gas Services, Clean Technology, Hedge Funds, Commodity, Investment Management, Valuation, Strategy, Trading, Investor Relations, Venture Capital, Financial Modeling, Business Development, Energy, Corporate Development, Renewable Energy, Private Equity, Mergers & Acquisitions, Energy Efficiency, IPO, Equity Research
Education
Augustana College 1989 — 1993
BA, Finance, Economics
Brian J. Roach Brian J. Roach's Wasserstein Perella Experience January 1995 - July 1996
Job Portfolio Manager Parker Street Capital Management
Industry Financial Services
Experience
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
SPS Partners Inc. July 2015 - Present
Parker Street Capital Management May 2013 - Present
American Milling Company, Inc. March 2012 - May 2013
Wells Fargo Bank March 2001 - May 2011
American Commercial Capital January 1998 - March 2001
Provender Capital Group July 1996 - January 1998
Wasserstein Perella January 1995 - July 1996
Legg Mason January 1993 - January 1995
Coopers & Lybrand July 1987 - August 1991
Education
Yale University - Yale School of Management 1991 — 1993
MPPM, Finance
Bentley University 1983 — 1987
B.S., Accountancy
Reid Walker Reid Walker's Wasserstein Perella Experience July 1990 - May 1992
Job CIO at Five T Investments
Industry Investment Management
Experience
Five T Investments November 2012 - Present
Walker Smith Capital January 1997 - October 2012
Pinnacle Fund December 1995 - January 1997
Gryphon Partners - Dallas April 1994 - November 1995
Eagle Exploration October 1992 - March 1994
Wasserstein Perella July 1990 - May 1992
Skills
Finance, Investment Banking, Portfolio Management, Asset Management, Energy, IT Strategy, Hedge Funds, Equities, Family Office
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA) & Honors Business
Five T Investments November 2012 - Present
Walker Smith Capital January 1997 - October 2012
Pinnacle Fund December 1995 - January 1997
Gryphon Partners - Dallas April 1994 - November 1995
Eagle Exploration October 1992 - March 1994
Wasserstein Perella July 1990 - May 1992
Skills
Finance, Investment Banking, Portfolio Management, Asset Management, Energy, IT Strategy, Hedge Funds, Equities, Family Office
Education
The University of Texas at Austin 1986 — 1990
Bachelor of Business Administration (BBA) & Honors Business
Keith Behrens Keith Behrens's Wasserstein Perella Experience 1997 - 2000
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Steven Ganss Steven Ganss's Wasserstein Perella Experience 1998 - 1999
Job CFO
Industry Hospital & Health Care
Experience
Exit - Sale of Athas Health April 2009 - April 2015
Athas Health LLC 2009 - April 2015
Board Level Involvement 2008 - 2014
Frost Securities, Inc. 1999 - November 2009
Wasserstein Perella 1998 - 1999
KPMG Advisory 1997 - 1998
EY 1994 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Securities, Mergers, Surgery, Healthcare, Financial Modeling, Equities, Strategy, Corporate Finance, Venture Capital, Private Equity, Due Diligence, Executive Management, Business Strategy, Restructuring, Valuation, Corporate Development, Finance, M&A experience, Business Valuation, Managerial Finance, Acquisition Integration, Investor Relations, Treasury Management, Investment Banking, Strategic Financial..., Management, Strategic Planning
Education
National Outdoor Leadership School (NOLS) 1996 — 1996
Leadership, technical outdoor survival skills
Baylor University 1992 — 1996
BBA, Finance & Accounting
Richardson High School 1989 — 1992
Stagen
Exit - Sale of Athas Health April 2009 - April 2015
Athas Health LLC 2009 - April 2015
Board Level Involvement 2008 - 2014
Frost Securities, Inc. 1999 - November 2009
Wasserstein Perella 1998 - 1999
KPMG Advisory 1997 - 1998
EY 1994 - 1995
Skills
Mergers & Acquisitions, Financial Analysis, Securities, Mergers, Surgery, Healthcare, Financial Modeling, Equities, Strategy, Corporate Finance, Venture Capital, Private Equity, Due Diligence, Executive Management, Business Strategy, Restructuring, Valuation, Corporate Development, Finance, M&A experience, Business Valuation, Managerial Finance, Acquisition Integration, Investor Relations, Treasury Management, Investment Banking, Strategic Financial..., Management, Strategic Planning
Education
National Outdoor Leadership School (NOLS) 1996 — 1996
Leadership, technical outdoor survival skills
Baylor University 1992 — 1996
BBA, Finance & Accounting
Richardson High School 1989 — 1992
Stagen
Julie Norris's Wasserstein Perella Experience 1989 - 1990
Job Senior Client Partner at Korn/Ferry International
Industry Management Consulting
Experience
Korn/Ferry International February 2013 - Present
CTPartners January 2011 - February 2013
Spencer Stuart 2005 - January 2011
CareScout 2000 - 2004
Mckinsey 1994 - 2000
Wasserstein Perella 1989 - 1990
Education
Harvard Business School 1991 — 1994
Master of Business Administration (MBA)
Harvard Law School 1990 — 1994
JD, Law
Harvard University 1985 — 1989
ab, Economics
Lower Merion High School
Lower Merion High School
Korn/Ferry International February 2013 - Present
CTPartners January 2011 - February 2013
Spencer Stuart 2005 - January 2011
CareScout 2000 - 2004
Mckinsey 1994 - 2000
Wasserstein Perella 1989 - 1990
Education
Harvard Business School 1991 — 1994
Master of Business Administration (MBA)
Harvard Law School 1990 — 1994
JD, Law
Harvard University 1985 — 1989
ab, Economics
Lower Merion High School
Lower Merion High School
Jeff Schwartz Jeff Schwartz's Wasserstein Perella Experience 1996 - 1999
Job Managing Partner at Corbel Structured Equity Partners
Industry Venture Capital & Private Equity
Experience
Corbel Structured Equity Partners September 2013 - Present
The Gores Group 2010 - 2013
Ares Management 2005 - 2010
Lehman Brothers 2000 - 2005
Wasserstein Perella 1996 - 1999
Skills
Private Equity, LBO, Mergers & Acquisitions, M&A experience, Valuation, Due Diligence, Financial Modeling, Leveraged Finance, Board of Directors, Business Acquisition...
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BS), Economics
Corbel Structured Equity Partners September 2013 - Present
The Gores Group 2010 - 2013
Ares Management 2005 - 2010
Lehman Brothers 2000 - 2005
Wasserstein Perella 1996 - 1999
Skills
Private Equity, LBO, Mergers & Acquisitions, M&A experience, Valuation, Due Diligence, Financial Modeling, Leveraged Finance, Board of Directors, Business Acquisition...
Education
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science (BS), Economics
Pete Gutierrez Pete Gutierrez's Wasserstein Perella Experience September 1998 - August 2000
Job Portfolio Manager at Bluefin Trading
Industry Financial Services
Experience
Bluefin Trading June 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2014 - Present
KBC Financial Products 2008 - 2013
Merrill Lynch March 2007 - March 2008
Bank of America 2002 - 2007
Wasserstein Perella September 1998 - August 2000
Skills
Fixed Income, Convertible Bonds, Derivatives, Equity Trading, Bonds, Hedge Funds, Alternative Investments, Equity Derivatives, Options, Bloomberg, Capital Markets, Credit Derivatives, Equity Research, Securities
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Bluefin Trading June 2015 - Present
Saiers Capital, LLC (Manager of the Alphabet Funds) May 2014 - Present
KBC Financial Products 2008 - 2013
Merrill Lynch March 2007 - March 2008
Bank of America 2002 - 2007
Wasserstein Perella September 1998 - August 2000
Skills
Fixed Income, Convertible Bonds, Derivatives, Equity Trading, Bonds, Hedge Funds, Alternative Investments, Equity Derivatives, Options, Bloomberg, Capital Markets, Credit Derivatives, Equity Research, Securities
Education
Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1993 — 1997
Bachelor of Arts (B.A.), Philosophy
Peter Seeman Peter Seeman's Wasserstein Perella Experience 1999 - 2002
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Chad Greenway Chad Greenway's Wasserstein Perella Experience 2000 - 2004
Job Chief Financial Officer at PetroSkills
Industry Professional Training & Coaching
Experience
PetroSkills February 2013 - Present
Rave Reviews Cinemas December 2009 - December 2012
Verto Partners January 2007 - December 2009
Burr Wolff 2006 - 2006
MHT Partners 2005 - 2006
Wasserstein Perella 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Financial Leadership, Mergers & Acquisitions, Financial Restructuring, Turnarounds and Crisis..., Vendor Negotiations, Capital Raising, Negotiation, Turn Around Management, Restructuring, Mergers, Due Diligence, Strategic Planning, Corporate Finance
Education
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Catholic High School 1990 — 1994
PetroSkills February 2013 - Present
Rave Reviews Cinemas December 2009 - December 2012
Verto Partners January 2007 - December 2009
Burr Wolff 2006 - 2006
MHT Partners 2005 - 2006
Wasserstein Perella 2000 - 2004
Banc of America Securities 1999 - 2000
Skills
Financial Leadership, Mergers & Acquisitions, Financial Restructuring, Turnarounds and Crisis..., Vendor Negotiations, Capital Raising, Negotiation, Turn Around Management, Restructuring, Mergers, Due Diligence, Strategic Planning, Corporate Finance
Education
Texas Christian University 1994 — 1998
BBA, Finance, Accounting
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Catholic High School 1990 — 1994
Joshua Salisbury's Wasserstein Perella Experience 1993 - 1996
Job CEO and Founder at Salisbury Capital Markets
Industry Investment Banking
Experience
Salisbury Capital Markets October 2012 - Present
AMV Partners 2011 - May 2012
DRI Capital March 2006 - January 2012
Eli Lilly and Company 2001 - 2006
Morgan Stanley 1997 - 2002
Wasserstein Perella 1993 - 1996
Skills
Venture Capital, Due Diligence, Private Equity, Entrepreneurship, Business Strategy, Mergers, Start-ups, Financial Modeling, Business Development, Investments, Strategy, Strategic Partnerships, Fund Raising, Capital Raising, C-Level Sales, C-Level Relationships, C-Level Leadership, C-Level Consulting, Mergers & Acquisitions, Structured Finance, Divestitures, Corporate Development, Private Placements, Investment Banking, Strategic Consulting, Fundraising, Emerging Markets, Management, Restructuring, M&A experience, Capital, Corporate Finance, Angel Investing, Licensing, Leadership, Executive Management, IPO, Valuation, Competitive Analysis, LBO
Education
Harvard Business School 1987 — 1989
MBA with Honors
The University of Chicago 1981 — 1985
Bachelor of Arts (B.A.), Economics
Boylan Central Catholic HIgh School 1978 — 1981
High School Diploma with Honors
Salisbury Capital Markets October 2012 - Present
AMV Partners 2011 - May 2012
DRI Capital March 2006 - January 2012
Eli Lilly and Company 2001 - 2006
Morgan Stanley 1997 - 2002
Wasserstein Perella 1993 - 1996
Skills
Venture Capital, Due Diligence, Private Equity, Entrepreneurship, Business Strategy, Mergers, Start-ups, Financial Modeling, Business Development, Investments, Strategy, Strategic Partnerships, Fund Raising, Capital Raising, C-Level Sales, C-Level Relationships, C-Level Leadership, C-Level Consulting, Mergers & Acquisitions, Structured Finance, Divestitures, Corporate Development, Private Placements, Investment Banking, Strategic Consulting, Fundraising, Emerging Markets, Management, Restructuring, M&A experience, Capital, Corporate Finance, Angel Investing, Licensing, Leadership, Executive Management, IPO, Valuation, Competitive Analysis, LBO
Education
Harvard Business School 1987 — 1989
MBA with Honors
The University of Chicago 1981 — 1985
Bachelor of Arts (B.A.), Economics
Boylan Central Catholic HIgh School 1978 — 1981
High School Diploma with Honors
Steve Huston Steve Huston's Wasserstein Perella Experience February 1995 - February 1997
Job Business Technology Professional.
Industry Information Technology and Services
Experience
Ivalua April 2015 - Present
HAVI Global Solutions February 2014 - March 2015
HAVI Global Solutions September 2011 - February 2014
StudioNorth September 2008 - August 2011
VHT March 2008 - September 2008
Grubb & Ellis Company February 1997 - February 2008
Wasserstein Perella February 1995 - February 1997
Skills
Cross-functional Team..., Project Management, Strategic Planning, Marketing, Management, Leadership, Public Speaking, Marketing Strategy, Team Leadership, Social Media Marketing, Account Management, Technical Management, Research, SEO, Social Media, New Business Development, Business Strategy, Online Advertising, Strategy, Process Improvement, Product Development, Product Management
Education
Northwestern University - M.B.A. 2000 — 2002
Master of Business Administration (M.B.A.), IT Management; business; communication
Moody Bible Institute 1992 — 1996
BA-Pastoral Studies, Church Management, Communication
University of Arizona 1989 — 1992
Pre-Med; Russian
Ivalua April 2015 - Present
HAVI Global Solutions February 2014 - March 2015
HAVI Global Solutions September 2011 - February 2014
StudioNorth September 2008 - August 2011
VHT March 2008 - September 2008
Grubb & Ellis Company February 1997 - February 2008
Wasserstein Perella February 1995 - February 1997
Skills
Cross-functional Team..., Project Management, Strategic Planning, Marketing, Management, Leadership, Public Speaking, Marketing Strategy, Team Leadership, Social Media Marketing, Account Management, Technical Management, Research, SEO, Social Media, New Business Development, Business Strategy, Online Advertising, Strategy, Process Improvement, Product Development, Product Management
Education
Northwestern University - M.B.A. 2000 — 2002
Master of Business Administration (M.B.A.), IT Management; business; communication
Moody Bible Institute 1992 — 1996
BA-Pastoral Studies, Church Management, Communication
University of Arizona 1989 — 1992
Pre-Med; Russian
Jason Satsky Jason Satsky's Wasserstein Perella Experience 1999 - 2005
Job Managing Director Energy Investment Banking at Bank of America Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Merrill Lynch August 2012 - Present
Credit Suisse 2005 - August 2012
Wasserstein Perella 1999 - 2005
Salomon Brothers 1997 - 1999
Skills
Midstream, Corporate Finance, Mergers, Energy, Power Plants, Natural Gas, Gas storage, Capital raising, Utilities
Education
Duke Fuqua School of Business 1993 — 1997
MBA
Duke Law School 1993 — 1997
Juris Doctor
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics and Philosophy
Mack Rossoff Mack Rossoff's Wasserstein Perella Experience 1988 - 1992
Job Managing Director at Rossoff & Co. LLC
Industry Investment Banking
Experience
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Rossoff & Company LLC 2007 - Present
Banc of America Securities 2002 - 2007
Soundview Technology Group 2000 - 2002
J.P. Morgan 1997 - 2000
Schroder & Co 1995 - 1997
Dillon Read & Co. 1992 - 1995
Wasserstein Perella 1988 - 1992
The First Boston Corporation 1982 - 1988
Skills
Investment Banking, Corporate Finance, Valuation, Mergers, Mergers & Acquisitions, Emerging Markets, Acquisitions, Securities, Fixed Income, Investor Relations, Management Consulting, Management, Strategy, Leveraged Finance, Entrepreneurship, Angel Investing, Alternative Investments, Business Valuation, Derivatives, Finance, Structured Finance, Asset Managment, Asset Management, Executive Management, Joint Ventures, Business Strategy
Education
Harvard Business School 1980 — 1982
MBA, General Management
Princeton University 1970 — 1974
AB, Philosophy
Jonathan Meltzer Jonathan Meltzer's Wasserstein Perella Experience July 1999 - May 2002
Job Vice President at Ulysses Management LLC
Industry Investment Management
Experience
Ulysses Management LLC March 2010 - Present
Lazard Alternative Investments June 2008 - February 2009
American Capital September 2006 - June 2008
Goldman Sachs August 2004 - July 2006
Wasserstein Perella July 1999 - May 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Portfolio Management, LBO, Investment Banking, Capital, Capital Markets, Leveraged Finance, Emerging Markets, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania - The Wharton School 1996 — 1999
BS, Economics
Ulysses Management LLC March 2010 - Present
Lazard Alternative Investments June 2008 - February 2009
American Capital September 2006 - June 2008
Goldman Sachs August 2004 - July 2006
Wasserstein Perella July 1999 - May 2002
Skills
Hedge Funds, Equities, Private Equity, Alternative Investments, Valuation, Financial Modeling, Due Diligence, Portfolio Management, LBO, Investment Banking, Capital, Capital Markets, Leveraged Finance, Emerging Markets, Investments
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
University of Pennsylvania - The Wharton School 1996 — 1999
BS, Economics
Steve Losty Steve Losty's Wasserstein Perella Experience 1999 - 2001
Job Senior Finance Professional, M&A Specialist, Investment Banker
Industry Investment Banking
Experience
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
CIBC World Markets Inc. 2009 - 2013
CIBC World Markets Inc. 2005 - 2009
Dresdner Kleinwort Wasserstein 2001 - 2005
Wasserstein Perella 1999 - 2001
Schroders 1998 - 1999
RBC Dominion Securities 1996 - 1998
Skills
Mergers & Acquisitions, Capital Markets, Valuation, Investment Banking, Corporate Finance, Equities, Private Equity, Financial Modeling, Corporate Development, Investments, Management, Financial Advisory, Securities, Finance, Due Diligence
Education
Bishop's University 1992 — 1996
Bachelor of Business Administration, Honours, Finance (Major), Economics (Minor)
Aleem Choudhry Aleem Choudhry's Wasserstein Perella Experience 1999 - 2002
Job Partner at Crane Street Capital
Industry Venture Capital & Private Equity
Experience
Crane Street Capital April 2009 - Present
Quantamentals Management Group November 2010 - Present
California Tennis Club January 2013 - February 2015
Englefield Capital September 2008 - April 2009
Friedman Fleischer & Lowe August 2004 - August 2008
Goldman Sachs June 2003 - August 2003
Wasserstein Perella 1999 - 2002
Skills
Private Equity, Investment Banking, Investments, Portfolio Management, Venture Capital, Mergers & Acquisitions, Mergers, LBO, Corporate Development, Structured Finance, Capital, Financial Modeling, Competitive Analysis, Equities, Management Consulting, Valuation, Entrepreneurship, Due Diligence, Business Strategy, Corporate Finance, M&A experience, Leveraged Finance, Emerging Markets
Education
Harvard Business School 2002 — 2004
MBA, Business
Stanford University 1995 — 1999
BS, Physics; Minor in Economics
Crane Street Capital April 2009 - Present
Quantamentals Management Group November 2010 - Present
California Tennis Club January 2013 - February 2015
Englefield Capital September 2008 - April 2009
Friedman Fleischer & Lowe August 2004 - August 2008
Goldman Sachs June 2003 - August 2003
Wasserstein Perella 1999 - 2002
Skills
Private Equity, Investment Banking, Investments, Portfolio Management, Venture Capital, Mergers & Acquisitions, Mergers, LBO, Corporate Development, Structured Finance, Capital, Financial Modeling, Competitive Analysis, Equities, Management Consulting, Valuation, Entrepreneurship, Due Diligence, Business Strategy, Corporate Finance, M&A experience, Leveraged Finance, Emerging Markets
Education
Harvard Business School 2002 — 2004
MBA, Business
Stanford University 1995 — 1999
BS, Physics; Minor in Economics
Pranav Popat Pranav Popat's Wasserstein Perella Experience August 1999 - December 2002
Job Director at Lazard
Industry Investment Banking
Experience
Lazard Frères & Co. February 2003 - Present
Wasserstein Perella August 1999 - December 2002
Skills
LBO, Deal Execution, Investment Banking, Private Equity, Mergers & Acquisitions, Cross Border, Restructuring, Casino Gaming, Multi-channel Retail, Restaurants, Strategy, Fairness Opinions, Valuation, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelors, Business Administration, (highest honors; top 5%)
Lazard Frères & Co. February 2003 - Present
Wasserstein Perella August 1999 - December 2002
Skills
LBO, Deal Execution, Investment Banking, Private Equity, Mergers & Acquisitions, Cross Border, Restructuring, Casino Gaming, Multi-channel Retail, Restaurants, Strategy, Fairness Opinions, Valuation, Negotiation
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1999
Bachelors, Business Administration, (highest honors; top 5%)
Amanda Colquitt Amanda Colquitt's Wasserstein Perella Experience 2000 - 2005
Job Executive Assistant
Industry Oil & Energy
Experience
Omni Air Transport September 2015 - Present
T. D. Williamson, Inc. 2005 - July 2015
Wasserstein Perella 2000 - 2005
Muse, Stancil & Co. 1996 - 2000
MARC Marketing 1996 - 1997
WorldCom 1994 - 1996
Skills
Natural Gas, Strategic Planning, Pipelines, Financial Analysis, Event Planning, Mergers, Concur, Executive..., Employee Relations, Meeting Scheduling, Expense Reports, Onboarding, Calendaring, Executive Support, Administration, Supervisory Skills, Outlook, Project Planning, Project Management, Travel Arrangements, Energy, Executive Management, Confidentiality, Management, Business Development, Contract Management, Contract Negotiation, Mergers & Acquisitions, Gas, Calendars, Oil & Gas, Executive Level..., Petroleum, Human Resources
Education
Oklahoma State University
Omni Air Transport September 2015 - Present
T. D. Williamson, Inc. 2005 - July 2015
Wasserstein Perella 2000 - 2005
Muse, Stancil & Co. 1996 - 2000
MARC Marketing 1996 - 1997
WorldCom 1994 - 1996
Skills
Natural Gas, Strategic Planning, Pipelines, Financial Analysis, Event Planning, Mergers, Concur, Executive..., Employee Relations, Meeting Scheduling, Expense Reports, Onboarding, Calendaring, Executive Support, Administration, Supervisory Skills, Outlook, Project Planning, Project Management, Travel Arrangements, Energy, Executive Management, Confidentiality, Management, Business Development, Contract Management, Contract Negotiation, Mergers & Acquisitions, Gas, Calendars, Oil & Gas, Executive Level..., Petroleum, Human Resources
Education
Oklahoma State University
Evelyn Soto's Wasserstein Perella Experience July 1989 - December 2000
Job Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York May 2012 - Present
Rothschild November 2006 - May 2012
Dresdner Kleinwort 2001 - 2006
Wasserstein Perella July 1989 - December 2000
Skills
Human Resources, Recruiting, Employee Relations, Vendor Management, Performance Management, Strategic Planning, Facilities Management, Personnel Management, System Administration, Change Management, Training, Onboarding, Management, PeopleSoft, Finance, Talent Acquisition, Customer Service, Administrative..., Outlook, Project Planning, Policy, Talent Management, Team Building, Leadership, PowerPoint, Microsoft Excel, Temporary Placement, Administration, Employee Benefits
Education
Marist College
Masters, Communication
Federal Reserve Bank of New York May 2012 - Present
Rothschild November 2006 - May 2012
Dresdner Kleinwort 2001 - 2006
Wasserstein Perella July 1989 - December 2000
Skills
Human Resources, Recruiting, Employee Relations, Vendor Management, Performance Management, Strategic Planning, Facilities Management, Personnel Management, System Administration, Change Management, Training, Onboarding, Management, PeopleSoft, Finance, Talent Acquisition, Customer Service, Administrative..., Outlook, Project Planning, Policy, Talent Management, Team Building, Leadership, PowerPoint, Microsoft Excel, Temporary Placement, Administration, Employee Benefits
Education
Marist College
Masters, Communication
Ray Henger's Wasserstein Perella Experience February 1996 - January 1998
Job SVP Structured Finance at sPower
Industry Renewables & Environment
Experience
sPower August 2015 - Present
OwnEnergy May 2009 - August 2015
Credit Suisse January 2000 - December 2008
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Wasserstein Perella February 1996 - January 1998
NationsBank NA May 1995 - February 1996
Skills
Project Finance, Mergers, Renewable Energy, Venture Capital, Cleantech, Investment Banking, Financial Structuring, Structured Finance, Corporate Finance, Financial Analysis, Energy, Capital Markets, M&A experience, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Finance, Wind, Start-ups
Education
Southern Methodist University 1991 — 1995
BA, Finance
sPower August 2015 - Present
OwnEnergy May 2009 - August 2015
Credit Suisse January 2000 - December 2008
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Wasserstein Perella February 1996 - January 1998
NationsBank NA May 1995 - February 1996
Skills
Project Finance, Mergers, Renewable Energy, Venture Capital, Cleantech, Investment Banking, Financial Structuring, Structured Finance, Corporate Finance, Financial Analysis, Energy, Capital Markets, M&A experience, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Finance, Wind, Start-ups
Education
Southern Methodist University 1991 — 1995
BA, Finance
Jason Bohner's Wasserstein Perella Experience 1998 - 2000
Job Director, Human Resources & Account Management
Industry Human Resources
Experience
Engaged Health Solutions August 2010 - Present
Mercer January 2001 - January 2010
Wasserstein Perella 1998 - 2000
Skills
Human Resources, Benefits Administration, Employee Benefits, Employee Engagement, Coaching, Employee Wellness, Talent Management, Organizational..., Performance Management, Strategic Planning, Wellness, Organizational Design, Succession Planning, Public Speaking, Leadership Development, Leadership, Recruiting, Management, Onboarding, Workforce Planning, Executive Coaching, Organizational..., Employee Relations, Deferred Compensation, Talent Acquisition, Personnel Management, Applicant Tracking..., HR Consulting
Education
Northwestern University 1997 — 1998
MA
University of Maryland Baltimore County 1990 — 1994
BS
Engaged Health Solutions August 2010 - Present
Mercer January 2001 - January 2010
Wasserstein Perella 1998 - 2000
Skills
Human Resources, Benefits Administration, Employee Benefits, Employee Engagement, Coaching, Employee Wellness, Talent Management, Organizational..., Performance Management, Strategic Planning, Wellness, Organizational Design, Succession Planning, Public Speaking, Leadership Development, Leadership, Recruiting, Management, Onboarding, Workforce Planning, Executive Coaching, Organizational..., Employee Relations, Deferred Compensation, Talent Acquisition, Personnel Management, Applicant Tracking..., HR Consulting
Education
Northwestern University 1997 — 1998
MA
University of Maryland Baltimore County 1990 — 1994
BS
Larisa Ostrishko Larisa Ostrishko's Wasserstein Perella Experience 1998 - 2003
Job QA Analyst
Industry Information Technology and Services
Experience
NYC Department of Information Technology and Telecommunications March 2008 - Present
TITLEDGE 2003 - 2008
Wasserstein Perella 1998 - 2003
Skills
SQL, Software Quality..., Testing, Quality Assurance, Quality Center, Regression Testing, Agile Methodologies, Test Planning, Requirements Analysis, QTP, SDLC, Manual Testing, User Acceptance Testing, Test Management, System Testing, Agile Testing, Test Automation, Test Strategy, Test Cases
Education
Kyiv National Taras Shevchenko University 1983 — 1989
MS in Apply Math and Computer Science
NYC Department of Information Technology and Telecommunications March 2008 - Present
TITLEDGE 2003 - 2008
Wasserstein Perella 1998 - 2003
Skills
SQL, Software Quality..., Testing, Quality Assurance, Quality Center, Regression Testing, Agile Methodologies, Test Planning, Requirements Analysis, QTP, SDLC, Manual Testing, User Acceptance Testing, Test Management, System Testing, Agile Testing, Test Automation, Test Strategy, Test Cases
Education
Kyiv National Taras Shevchenko University 1983 — 1989
MS in Apply Math and Computer Science
Scott McCarthy Scott McCarthy's Wasserstein Perella Experience 1989 - 1990
Job Vice President/General Manager, ESPN Los Angeles
Industry Broadcast Media
Experience
ESPN Los Angeles 2011 - Present
Alacon Ventures 2007 - December 2010
Ziff Davis Media 2004 - 2007
The Walt Disney Company 1992 - 2004
Sequel Venture Partners 1999 - 2000
Wasserstein Perella 1989 - 1990
Kidder Peabody 1987 - 1989
Education
Harvard Business School 1990 — 1992
MBA, General Management
Colorado College 1983 — 1987
BA, cum laude, Economics
University of Chicago 1986 — 1986
Early-entry MBA Program
London School of Economics and Political Science 1985 — 1985
Pre-Law Program
ESPN Los Angeles 2011 - Present
Alacon Ventures 2007 - December 2010
Ziff Davis Media 2004 - 2007
The Walt Disney Company 1992 - 2004
Sequel Venture Partners 1999 - 2000
Wasserstein Perella 1989 - 1990
Kidder Peabody 1987 - 1989
Education
Harvard Business School 1990 — 1992
MBA, General Management
Colorado College 1983 — 1987
BA, cum laude, Economics
University of Chicago 1986 — 1986
Early-entry MBA Program
London School of Economics and Political Science 1985 — 1985
Pre-Law Program
Julio Marquez Julio Marquez's Wasserstein Perella Experience 1992 - 1997
Job Emerging Markets Finance Specialist
Industry Investment Management
Experience
Wisteria Court LLC January 2015 - Present
Wyndham Global Partners January 2013 - Present
New York School of Finance January 2008 - Present
Nymex Capital June 2014 - Present
Gottbetter Capital Markets, LLC January 2010 - December 2014
The Global Emerging Markets Group (GEM) 2000 - 2012
Violy Byorum & Partners 1997 - 1999
Wasserstein Perella 1992 - 1997
The Citibank Private Bank 1990 - 1992
Morgan Stanley June 1985 - August 1988
Skills
Private Equity, Mergers, Latin America, Series 7, Series 24, Series 63, FINRA, Emerging Markets, Venture Capital, Investment Banking, Valuation, Alternative Investments, Financial Advisory, Hedge Funds, Strategy, Investments, Equities, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Start-ups, Entrepreneurship, Corporate Development, Due Diligence, Corporate Finance
Education
Harvard Business School 1988 — 1990
MBA
University of Pennsylvania 1984 — 1985
MSE
Massachusetts Institute of Technology 1981 — 1984
BSCE
American School Foundation 1965 — 1980
High School
Wisteria Court LLC January 2015 - Present
Wyndham Global Partners January 2013 - Present
New York School of Finance January 2008 - Present
Nymex Capital June 2014 - Present
Gottbetter Capital Markets, LLC January 2010 - December 2014
The Global Emerging Markets Group (GEM) 2000 - 2012
Violy Byorum & Partners 1997 - 1999
Wasserstein Perella 1992 - 1997
The Citibank Private Bank 1990 - 1992
Morgan Stanley June 1985 - August 1988
Skills
Private Equity, Mergers, Latin America, Series 7, Series 24, Series 63, FINRA, Emerging Markets, Venture Capital, Investment Banking, Valuation, Alternative Investments, Financial Advisory, Hedge Funds, Strategy, Investments, Equities, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Start-ups, Entrepreneurship, Corporate Development, Due Diligence, Corporate Finance
Education
Harvard Business School 1988 — 1990
MBA
University of Pennsylvania 1984 — 1985
MSE
Massachusetts Institute of Technology 1981 — 1984
BSCE
American School Foundation 1965 — 1980
High School
Hermann Mazard Hermann Mazard's Wasserstein Perella Experience 2000 - 2003
Job Community Organizer, Technology Entrepreneur
Industry Marketing and Advertising
Experience
New York University February 2013 - Present
Drumline Ventures June 2012 - December 2012
HomeShopr, Inc. September 2010 - September 2012
New York University September 2006 - December 2010
Grassroots Capital Strategies 2003 - 2006
Wasserstein Perella 2000 - 2003
Toronto Dominion Bank 1997 - 2000
Goldman Sachs June 1995 - September 1995
Aetna Health Plans 1992 - 1995
Aetna Health Plans 1990 - 1992
Skills
Start-ups, Entrepreneurship, Venture Capital, Leadership, Mergers & Acquisitions, Business Development, Strategic Planning, Product Development, Strategic Partnerships, Social Media, CRM, Due Diligence, Mergers, Marketing Strategy, Competitive Analysis, Public Speaking, New Business Development, Consumer Products, Marketing, Management, Analysis, Business Modeling, User Experience, Business Planning, Product Marketing, Financial Forecasting, Spreadsheets, Fundraising, Market Research, Business Strategy, Product Management, Consumer Insights, Brand Management, Brand Development, Integrated Marketing, Customer Insight, Being Badass, Cooks Chili
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
New York University 1993 — 1994
Non-Degree Student at SCPS
Dartmouth College 1983 — 1987
BA
Half Hollow Hills West High School 1980 — 1983
High School Diploma
New York University February 2013 - Present
Drumline Ventures June 2012 - December 2012
HomeShopr, Inc. September 2010 - September 2012
New York University September 2006 - December 2010
Grassroots Capital Strategies 2003 - 2006
Wasserstein Perella 2000 - 2003
Toronto Dominion Bank 1997 - 2000
Goldman Sachs June 1995 - September 1995
Aetna Health Plans 1992 - 1995
Aetna Health Plans 1990 - 1992
Skills
Start-ups, Entrepreneurship, Venture Capital, Leadership, Mergers & Acquisitions, Business Development, Strategic Planning, Product Development, Strategic Partnerships, Social Media, CRM, Due Diligence, Mergers, Marketing Strategy, Competitive Analysis, Public Speaking, New Business Development, Consumer Products, Marketing, Management, Analysis, Business Modeling, User Experience, Business Planning, Product Marketing, Financial Forecasting, Spreadsheets, Fundraising, Market Research, Business Strategy, Product Management, Consumer Insights, Brand Management, Brand Development, Integrated Marketing, Customer Insight, Being Badass, Cooks Chili
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA
New York University 1993 — 1994
Non-Degree Student at SCPS
Dartmouth College 1983 — 1987
BA
Half Hollow Hills West High School 1980 — 1983
High School Diploma
Eric Sondag Eric Sondag's Wasserstein Perella Experience 1998 - 2004
Job Partner at Searchlight Capital Partners
Industry Venture Capital & Private Equity
Experience
Searchlight Capital Partners 2011 - Present
Cengage Learning 2014 - Present
TouchTunes Interactive Networks June 2015 - Present
M&M Meat Shops July 2014 - Present
GTCR LLC 2004 - 2011
Wasserstein Perella 1998 - 2004
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Due Diligence, Corporate Finance, LBO, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Restructuring, Corporate Development, Capital Markets, Financial Modeling, Start-ups, Emerging Markets, Hedge Funds
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.Sc.), Finance & Economics
University of Oxford 1997 — 1997
International Business
INSEAD (SG)
Executive Management
Searchlight Capital Partners 2011 - Present
Cengage Learning 2014 - Present
TouchTunes Interactive Networks June 2015 - Present
M&M Meat Shops July 2014 - Present
GTCR LLC 2004 - 2011
Wasserstein Perella 1998 - 2004
Skills
Private Equity, Venture Capital, Investment Banking, Valuation, Due Diligence, Corporate Finance, LBO, Mergers & Acquisitions, Investments, Equities, Portfolio Management, Restructuring, Corporate Development, Capital Markets, Financial Modeling, Start-ups, Emerging Markets, Hedge Funds
Education
Georgetown University 1994 — 1998
Bachelor of Science (B.Sc.), Finance & Economics
University of Oxford 1997 — 1997
International Business
INSEAD (SG)
Executive Management
Koots DiCesare's Wasserstein Perella Experience September 1989 - May 1991
Job Managing Member at Crossbar Down, LLC
Industry Investment Management
Experience
Cornerstone Industries LLC September 2013 - Present
Kirkland-Ft. Worth Investment Partners June 1991 - May 2003
Wasserstein Perella September 1989 - May 1991
Skills
Strategic Planning, Strategy, Start-ups, Business Strategy, Marketing Strategy, Entrepreneurship, Business Planning, Mergers & Acquisitions, Private Equity, Investments, New Business Development, Due Diligence, Business Development, Management Consulting, Venture Capital, Strategic Partnerships
Education
Harvard Business School 1987 — 1989
Harvard University 1981 — 1985
A.B., Economics
Cornerstone Industries LLC September 2013 - Present
Kirkland-Ft. Worth Investment Partners June 1991 - May 2003
Wasserstein Perella September 1989 - May 1991
Skills
Strategic Planning, Strategy, Start-ups, Business Strategy, Marketing Strategy, Entrepreneurship, Business Planning, Mergers & Acquisitions, Private Equity, Investments, New Business Development, Due Diligence, Business Development, Management Consulting, Venture Capital, Strategic Partnerships
Education
Harvard Business School 1987 — 1989
Harvard University 1981 — 1985
A.B., Economics
Jonathan Ledden Jonathan Ledden's Wasserstein Perella Experience July 2000 - May 2004
Job Chief Operating Officer, Global Equities at Citadel LLC
Industry Financial Services
Experience
Citadel LLC August 2015 - Present
Citadel LLC May 2004 - August 2013
Wasserstein Perella July 2000 - May 2004
Hubbard Street Dance Chicago December 1994 - March 1999
BalletMet Columbus August 1989 - December 1994
American Repertory Ballet August 1988 - June 1989
Skills
Equities, Hedge Funds, Asset Management, Financial Modeling, Investment Banking, Valuation, Risk Management, Financial Analysis, Theatrical Production, Operations Management, Talent Management, Talent Acquisition, Leadership Development, Team Leadership, Financial Accounting, Equity Trading, Fundraising, Mentoring Of Staff, Bloomberg, Options, Alternative Investments, Trading Systems, Management, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Strategy, Accounting and Finance, GPA = 3.8 / 4.0
University of North Carolina School of the Arts 1985 — 1988
Bachelor of Fine Arts (B.F.A.), Production Management
Citadel LLC August 2015 - Present
Citadel LLC May 2004 - August 2013
Wasserstein Perella July 2000 - May 2004
Hubbard Street Dance Chicago December 1994 - March 1999
BalletMet Columbus August 1989 - December 1994
American Repertory Ballet August 1988 - June 1989
Skills
Equities, Hedge Funds, Asset Management, Financial Modeling, Investment Banking, Valuation, Risk Management, Financial Analysis, Theatrical Production, Operations Management, Talent Management, Talent Acquisition, Leadership Development, Team Leadership, Financial Accounting, Equity Trading, Fundraising, Mentoring Of Staff, Bloomberg, Options, Alternative Investments, Trading Systems, Management, Strategy, Portfolio Management
Education
The University of Chicago - Booth School of Business 1998 — 2000
Master of Business Administration (MBA), Strategy, Accounting and Finance, GPA = 3.8 / 4.0
University of North Carolina School of the Arts 1985 — 1988
Bachelor of Fine Arts (B.F.A.), Production Management
george richard george richard's Wasserstein Perella Experience 1995 - 1997
Job president at maven venture partners
Industry Wireless
Experience
maven venture partners 2008 - Present
Stanford Institute for Innovation in Developing Economies (SEED) 2013 - 2015
Stanford University 2010 - 2015
Arteris 2008 - 2012
Everypath 2001 - 2004
Infospace 1998 - 2001
Wasserstein Perella 1995 - 1997
Vodafone 1986 - 1995
Skills
Corporate Development, Business Development, Corporate Finance, Transactions Management..., Business Strategy, Global expansion, Coaching and Mentoring, Capital Structuring and..., Investments, Venture Capital, Entrepreneurship, Start-ups, Mergers, Coaching, Enterprise Software, Mergers & Acquisitions, Wireless, Emerging Markets, Strategic Partnerships, Executive Management, Strategy, Global Economy
Education
Stanford University Graduate School of Business
MBA, Corporate Finance
University of California, Los Angeles
MS, Economics
maven venture partners 2008 - Present
Stanford Institute for Innovation in Developing Economies (SEED) 2013 - 2015
Stanford University 2010 - 2015
Arteris 2008 - 2012
Everypath 2001 - 2004
Infospace 1998 - 2001
Wasserstein Perella 1995 - 1997
Vodafone 1986 - 1995
Skills
Corporate Development, Business Development, Corporate Finance, Transactions Management..., Business Strategy, Global expansion, Coaching and Mentoring, Capital Structuring and..., Investments, Venture Capital, Entrepreneurship, Start-ups, Mergers, Coaching, Enterprise Software, Mergers & Acquisitions, Wireless, Emerging Markets, Strategic Partnerships, Executive Management, Strategy, Global Economy
Education
Stanford University Graduate School of Business
MBA, Corporate Finance
University of California, Los Angeles
MS, Economics
Amy Siskind Amy Siskind's Wasserstein Perella Experience 1997 - 1999
Job President and CoFounder at The New Agenda
Industry Nonprofit Organization Management
Experience
The New Agenda August 2008 - Present
Imperial Capital LLC 2004 - 2006
The Seaport Group 2002 - 2004
Morgan Stanley 1999 - 2002
Wasserstein Perella 1997 - 1999
Amroc Investments 1992 - 1997
National Westminster Bank 1987 - 1992
Skills
Television, Social Media, Facebook, Radio, Copywriting, Integrated Marketing, Blogging, Online Advertising, Film, Social Media Marketing, Media Relations, Photoshop, Digital Media, Advertising, Creative Writing, Public Relations, Event Management, Entertainment, Editing, Journalism, Press Releases, Social Networking, New Media, Fundraising, Corporate Communications, Non-profits, Public Speaking, Alternative Investments, Content Strategy, Strategic Consulting, Strategic Communications, Brand Development, Series 7, Marketing Communications, Event Planning, Newsletters, Email Marketing, Marketing, FINRA, Strategic Planning, Asset Allocation, Investment Advisory, Publishing, Series 63, Fixed Income, Marketing Strategy, Market Research, Securities, Video, Copy Editing
Education
NYU Stern School of Business 1989 — 1992
M.B.A., Finance/International Business
Cornell University 1984 — 1987
B.A., Economics (Mathematics/Computer Science)
The New Agenda August 2008 - Present
Imperial Capital LLC 2004 - 2006
The Seaport Group 2002 - 2004
Morgan Stanley 1999 - 2002
Wasserstein Perella 1997 - 1999
Amroc Investments 1992 - 1997
National Westminster Bank 1987 - 1992
Skills
Television, Social Media, Facebook, Radio, Copywriting, Integrated Marketing, Blogging, Online Advertising, Film, Social Media Marketing, Media Relations, Photoshop, Digital Media, Advertising, Creative Writing, Public Relations, Event Management, Entertainment, Editing, Journalism, Press Releases, Social Networking, New Media, Fundraising, Corporate Communications, Non-profits, Public Speaking, Alternative Investments, Content Strategy, Strategic Consulting, Strategic Communications, Brand Development, Series 7, Marketing Communications, Event Planning, Newsletters, Email Marketing, Marketing, FINRA, Strategic Planning, Asset Allocation, Investment Advisory, Publishing, Series 63, Fixed Income, Marketing Strategy, Market Research, Securities, Video, Copy Editing
Education
NYU Stern School of Business 1989 — 1992
M.B.A., Finance/International Business
Cornell University 1984 — 1987
B.A., Economics (Mathematics/Computer Science)
Nate Stulman Nate Stulman's Wasserstein Perella Experience 2001 - 2004
Job Principal at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. 2006 - Present
Wasserstein Perella 2001 - 2004
Skills
Investment Banking, Valuation, M&A experience, Corporate Development, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Due Diligence, Restructuring
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Swarthmore College 1997 — 2001
Bachelor's degree
Greenhill & Co. 2006 - Present
Wasserstein Perella 2001 - 2004
Skills
Investment Banking, Valuation, M&A experience, Corporate Development, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Due Diligence, Restructuring
Education
Harvard Business School 2004 — 2006
Master of Business Administration (MBA)
Swarthmore College 1997 — 2001
Bachelor's degree
Jonathan Weiner Jonathan Weiner's Wasserstein Perella Experience July 1999 - June 2001
Job Vice President at Maryland China Company
Industry Import and Export
Experience
Maryland China Company January 2002 - Present
Starch Peanuts Baltimore November 2013 - Present
Miller Buckfire Lewis Ying & Co. LLC June 2001 - June 2002
Wasserstein Perella July 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Packaging, Investments, Strategic Planning, Due Diligence
Education
Georgetown University 1995 — 1999
BS, Finance
Maryland China Company January 2002 - Present
Starch Peanuts Baltimore November 2013 - Present
Miller Buckfire Lewis Ying & Co. LLC June 2001 - June 2002
Wasserstein Perella July 1999 - June 2001
Skills
Financial Modeling, Financial Analysis, Packaging, Investments, Strategic Planning, Due Diligence
Education
Georgetown University 1995 — 1999
BS, Finance
John Libretti John Libretti's Wasserstein Perella Experience 1999 - 2001
Job Sales Trader at Danske Markets
Industry Financial Services
Experience
Danske Markets Inc. September 2010 - Present
Fondsfinans 2009 - 2010
Kaupthing Bank 2007 - 2008
Carnegie Investment Bank 2005 - 2007
Wasserstein Perella 1999 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Salomon Brothers December 1994 - December 1997
Goldman Sachs 1984 - 1994
Skills
Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1984
MS, Finance
Northwestern University 1977 — 1981
BA, Economics
Regis High School 1973 — 1977
Danske Markets Inc. September 2010 - Present
Fondsfinans 2009 - 2010
Kaupthing Bank 2007 - 2008
Carnegie Investment Bank 2005 - 2007
Wasserstein Perella 1999 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Salomon Brothers December 1994 - December 1997
Goldman Sachs 1984 - 1994
Skills
Equities, Trading
Education
Carnegie Mellon University - Tepper School of Business 1981 — 1984
MS, Finance
Northwestern University 1977 — 1981
BA, Economics
Regis High School 1973 — 1977
Edward Conard's Wasserstein Perella Experience 1990 - 1993
Job New York Times Best Selling Author; Unintended Consequences: Why Everything You’ve Been Told About the Economy Is Wrong
Industry Venture Capital & Private Equity
Experience
Bain Capital 1993 - 2007
Wasserstein Perella 1990 - 1993
Bain & Company 1982 - 1990
Ford Motor Company 1978 - 1980
Skills
Management, Private Equity, Economic Policy, Economics, Investment Banking, Management Consulting, Strategic Consulting, Acquisition Integration, Due Diligence, Venture Capital, Growth Strategies, Strategy, Restructuring, Corporate Development, Start-ups, Mergers & Acquisitions, Financial Modeling, Investments, Valuation, Business Strategy
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
University of Michigan 1974 — 1978
Bachelor of Science (B.Sc.), Operations Research
Bain Capital 1993 - 2007
Wasserstein Perella 1990 - 1993
Bain & Company 1982 - 1990
Ford Motor Company 1978 - 1980
Skills
Management, Private Equity, Economic Policy, Economics, Investment Banking, Management Consulting, Strategic Consulting, Acquisition Integration, Due Diligence, Venture Capital, Growth Strategies, Strategy, Restructuring, Corporate Development, Start-ups, Mergers & Acquisitions, Financial Modeling, Investments, Valuation, Business Strategy
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
University of Michigan 1974 — 1978
Bachelor of Science (B.Sc.), Operations Research
John Sheffield John Sheffield's Wasserstein Perella Experience April 1998 - October 2002
Job MD and Head CFAS at Mizuho Securities
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Mizuho Securities USA Inc. October 2014 - Present
Entitle Direct Group, Inc. August 2013 - September 2014
Medical Action Industries March 2012 - June 2013
Bank of America Merrill Lynch July 2010 - March 2012
Bank Street Group May 2008 - July 2010
DJO March 2007 - March 2008
Bank of America 2005 - 2007
Bank Street Group July 2004 - November 2005
Wasserstein Perella April 1998 - October 2002
BMO Capital Markets January 1997 - March 1998
Skills
Corporate Finance, Investment Banking, Mergers & Acquisitions, Private Equity, Corporate Development, Mergers, Financial Services, Finance, M&A experience, Financial Modeling, Investments, Divestitures, Due Diligence, Healthcare, Medical Devices, Portfolio Management, Valuation, Acquisitions, Business Strategy, Venture Capital, Financial Structuring, Financial Analysis, Restructuring, Acquisition Integration, Strategic Planning, Board of Directors, Capital Markets, Equities, IPO, Leadership, Business Valuation, Asset Management, Strategic Analysis, Accounting, SEC filings, Internal Controls, Investor Relations, Entrepreneurship, Analysis, Start-ups, Corporate Secretary, Manufacturing, Compliance, Debt Restructuring, Turnaround Experience, Budgets, Leadership Development, Strategy, Municipal Budgeting, Municipal Management
Education
The University of Texas at Austin - The Red McCombs School of Business 1994 — 1996
MBA, Finance
The University of Texas at Austin 1994 — 1996
MBA, Finance
EMLYON Business School 1995 — 1996
Masters, Management
Southern Methodist University 1987 — 1991
BBA, Accounting
Southern Methodist University - Cox School of Business 1987 — 1991
BBA, Accounting
Raj Chatterjea Raj Chatterjea's Wasserstein Perella Experience January 1999 - December 2002
Job Chief Financial Officer and Board Member at Blood Purification Technologies and Get Credit Healthy
Industry Financial Services
Experience
Get Credit Healthy January 2012 - Present
Blood Purification Technologies Inc January 2012 - Present
Sapient Corporation January 2003 - December 2012
Wasserstein Perella January 1999 - December 2002
Salomon Brothers 1994 - 1999
Skills
Senior Management, New business generation, Sales, Restructuring, Lead teams, Transaction origination..., Global experiance, Academic excellence
Education
Columbia Business School 1993 — 1995
MBA, Business
London School of Economics and Political Science 1982 — 1985
BSc, Economics
Get Credit Healthy January 2012 - Present
Blood Purification Technologies Inc January 2012 - Present
Sapient Corporation January 2003 - December 2012
Wasserstein Perella January 1999 - December 2002
Salomon Brothers 1994 - 1999
Skills
Senior Management, New business generation, Sales, Restructuring, Lead teams, Transaction origination..., Global experiance, Academic excellence
Education
Columbia Business School 1993 — 1995
MBA, Business
London School of Economics and Political Science 1982 — 1985
BSc, Economics
Lora Cicconi Lora Cicconi's Wasserstein Perella Experience August 2000 - August 2002
Job Associate attorney at Greenberg Glusker
Industry Law Practice
Experience
Greenberg Glusker July 2012 - Present
Gibson, Dunn & Crutcher LLP November 2008 - June 2012
9th Circuit Court of Appeals September 2007 - September 2008
Walt Disney December 2002 - August 2004
Wasserstein Perella August 2000 - August 2002
Education
UCLA School of Law 2004 — 2007
J.D.
Stanford University 1998 — 2000
B.A., Economics
Yale College 1996 — 1998
Economics
Greenberg Glusker July 2012 - Present
Gibson, Dunn & Crutcher LLP November 2008 - June 2012
9th Circuit Court of Appeals September 2007 - September 2008
Walt Disney December 2002 - August 2004
Wasserstein Perella August 2000 - August 2002
Education
UCLA School of Law 2004 — 2007
J.D.
Stanford University 1998 — 2000
B.A., Economics
Yale College 1996 — 1998
Economics
Reyaz Kassamali Reyaz Kassamali's Wasserstein Perella Experience June 2000 - January 2001
Job Managing Partner at KH Capital Partners
Industry Consumer Goods
Experience
The Reverend Shawn Amos Loves You 2015 - Present
K Franchise Systems August 2014 - Present
KH Capital Partners July 2009 - Present
Playboy Enterprises, Inc. January 2013 - June 2013
Xebec Venture Partners June 2011 - January 2012
Alberta Investment Management Corporation (AIMCo) November 2010 - May 2011
Hilco Consumer Capital March 2008 - June 2009
Financo, Inc. December 2005 - February 2008
Dresdner Kleinwort Wasserstein February 2001 - August 2005
Wasserstein Perella June 2000 - January 2001
Skills
Private Equity, Portfolio Management, Valuation, Mergers, Licensing, Financial Modeling, Due Diligence, Investments, Corporate Finance, Financial Analysis, Corporate Development, Business Strategy, Investment Banking, New Business Development, Strategic Planning, Negotiation, International Business, Contract Negotiation, Joint Ventures, Restructuring, Corporate Governance, Strategic Partnerships, Intellectual Property, Venture Capital, Management Consulting, Mergers & Acquisitions, M&A experience, Strategy, Management, Emerging Markets, Entrepreneurship, Start-ups, Finance, Business Valuation, Capital Markets, LBO, Financial Structuring, IPO, Divestitures, Alternative Investments, Hedge Funds, Investor Relations, Equities, Structured Finance, Leveraged Finance, Acquisition Integration, Acquisitions, Asset Management, Executive Management, Project Finance
Education
Harvard Law School 1996 — 1998
J.D., Law
University of Cambridge 1994 — 1996
M.A., Law
Yale University 1991 — 1994
B.A., Ethics, Politics & Economics
St. George's School
The Reverend Shawn Amos Loves You 2015 - Present
K Franchise Systems August 2014 - Present
KH Capital Partners July 2009 - Present
Playboy Enterprises, Inc. January 2013 - June 2013
Xebec Venture Partners June 2011 - January 2012
Alberta Investment Management Corporation (AIMCo) November 2010 - May 2011
Hilco Consumer Capital March 2008 - June 2009
Financo, Inc. December 2005 - February 2008
Dresdner Kleinwort Wasserstein February 2001 - August 2005
Wasserstein Perella June 2000 - January 2001
Skills
Private Equity, Portfolio Management, Valuation, Mergers, Licensing, Financial Modeling, Due Diligence, Investments, Corporate Finance, Financial Analysis, Corporate Development, Business Strategy, Investment Banking, New Business Development, Strategic Planning, Negotiation, International Business, Contract Negotiation, Joint Ventures, Restructuring, Corporate Governance, Strategic Partnerships, Intellectual Property, Venture Capital, Management Consulting, Mergers & Acquisitions, M&A experience, Strategy, Management, Emerging Markets, Entrepreneurship, Start-ups, Finance, Business Valuation, Capital Markets, LBO, Financial Structuring, IPO, Divestitures, Alternative Investments, Hedge Funds, Investor Relations, Equities, Structured Finance, Leveraged Finance, Acquisition Integration, Acquisitions, Asset Management, Executive Management, Project Finance
Education
Harvard Law School 1996 — 1998
J.D., Law
University of Cambridge 1994 — 1996
M.A., Law
Yale University 1991 — 1994
B.A., Ethics, Politics & Economics
St. George's School
Allison Fifer's Wasserstein Perella Experience 1992 - 1995
Job Owner & CEO, PL West Promotions
Industry Marketing and Advertising
Experience
PL West Promotions March 2005 - Present
Mary Kay Inc. June 2012 - March 2015
Printing Shop January 2000 - February 2005
AccuBanc Mortgage Corporation 1995 - 1999
Wasserstein Perella 1992 - 1995
EDS Group / Subsidiary 1990 - 1992
Saunders, Lubinski & White Ad Agency 1989 - 1990
Lubbock National Bank 1987 - 1989
Skills
Customer Relations, Advertising, Graphic Design, Marketing Strategy, Marketing, Logo Design, Social Media, Event Planning, New Business Development, PowerPoint, Sales Management, Account Management, Product Development, Strategic Planning, Business Strategy, Negotiation, Integrated Marketing, Direct Marketing, Banners, Editing, Product Marketing, Social Media Marketing, Marketing Management, Business Development, Sales, Online Marketing, Customer Service, Leadership, Social Networking, Marketing Communications, Event Management
Education
Texas Tech University 1983 — 1987
Bachelor of Arts, Advertising
PL West Promotions March 2005 - Present
Mary Kay Inc. June 2012 - March 2015
Printing Shop January 2000 - February 2005
AccuBanc Mortgage Corporation 1995 - 1999
Wasserstein Perella 1992 - 1995
EDS Group / Subsidiary 1990 - 1992
Saunders, Lubinski & White Ad Agency 1989 - 1990
Lubbock National Bank 1987 - 1989
Skills
Customer Relations, Advertising, Graphic Design, Marketing Strategy, Marketing, Logo Design, Social Media, Event Planning, New Business Development, PowerPoint, Sales Management, Account Management, Product Development, Strategic Planning, Business Strategy, Negotiation, Integrated Marketing, Direct Marketing, Banners, Editing, Product Marketing, Social Media Marketing, Marketing Management, Business Development, Sales, Online Marketing, Customer Service, Leadership, Social Networking, Marketing Communications, Event Management
Education
Texas Tech University 1983 — 1987
Bachelor of Arts, Advertising
Ivan Hopkins Ivan Hopkins's Wasserstein Perella Experience 1997 - 2001
Job Managing Director at Mercurial Capital Partners
Industry Financial Services
Experience
Mercurial Capital Partners June 2014 - Present
BE/Greenwich Street 2004 - 2014
Goldman Sachs 2002 - 2004
Wasserstein Perella 1997 - 2001
Merrill Lynch 1993 - 1995
Education
Harvard Business School 1995 — 1997
MBA
Howard University 1989 — 1993
B.B.A, Finance
Mercurial Capital Partners June 2014 - Present
BE/Greenwich Street 2004 - 2014
Goldman Sachs 2002 - 2004
Wasserstein Perella 1997 - 2001
Merrill Lynch 1993 - 1995
Education
Harvard Business School 1995 — 1997
MBA
Howard University 1989 — 1993
B.B.A, Finance
Anna Rivadeneira's Wasserstein Perella Experience January 1988 - March 1992
Job Licensed Sales Person at Daniel Gale Sotheby International Realty
Industry Real Estate
Experience
Locust Valley Central School District June 2007 - Present
Daniel Gale Sotheby International Realty January 2006 - Present
Wasserstein Perella January 1988 - March 1992
Skills
Sales, Sales Management, Property Management, Microsoft Office, Social Media, Real Estate Transactions, Project Management, Business Strategy, Customer Service, Microsoft Excel, Financial Analysis, Marketing, First Time Home Buyers, Insurance, Public Speaking, Condos, Budgets, Outlook
Education
Pace University 1980 — 1984
BA, Business
Locust Valley Central School District June 2007 - Present
Daniel Gale Sotheby International Realty January 2006 - Present
Wasserstein Perella January 1988 - March 1992
Skills
Sales, Sales Management, Property Management, Microsoft Office, Social Media, Real Estate Transactions, Project Management, Business Strategy, Customer Service, Microsoft Excel, Financial Analysis, Marketing, First Time Home Buyers, Insurance, Public Speaking, Condos, Budgets, Outlook
Education
Pace University 1980 — 1984
BA, Business
Varsha Rao Varsha Rao's Wasserstein Perella Experience August 1991 - June 1993
Job Head of Global Operations at Airbnb
Industry Internet
Experience
Airbnb November 2013 - Present
LivingSocial January 2011 - November 2013
SingTel Digital Media (inSing.com) August 2008 - January 2011
Gap, Inc. June 2004 - April 2008
Keen/Ingenio May 2001 - June 2002
Eve.com 1998 - 2000
McKinsey & Co. August 1995 - July 1998
Wasserstein Perella August 1991 - June 1993
Skills
Online Marketing, Online Advertising, E-commerce, Product Development, Brand Development, Angel Investing, General Management, Strategy, Venture Capital, Management, Start-ups, Business Development, Mobile Devices, Digital Marketing, Sales, Strategic Partnerships, Product Management, Leadership, Marketing, Strategic Planning, SEM, Digital Media, Mergers & Acquisitions, New Media, SEO, Lead Generation
Education
Harvard Business School 1993 — 1995
MBA
University of Pennsylvania 1987 — 1991
BA
University of Pennsylvania - The Wharton School 1987 — 1991
BS
Airbnb November 2013 - Present
LivingSocial January 2011 - November 2013
SingTel Digital Media (inSing.com) August 2008 - January 2011
Gap, Inc. June 2004 - April 2008
Keen/Ingenio May 2001 - June 2002
Eve.com 1998 - 2000
McKinsey & Co. August 1995 - July 1998
Wasserstein Perella August 1991 - June 1993
Skills
Online Marketing, Online Advertising, E-commerce, Product Development, Brand Development, Angel Investing, General Management, Strategy, Venture Capital, Management, Start-ups, Business Development, Mobile Devices, Digital Marketing, Sales, Strategic Partnerships, Product Management, Leadership, Marketing, Strategic Planning, SEM, Digital Media, Mergers & Acquisitions, New Media, SEO, Lead Generation
Education
Harvard Business School 1993 — 1995
MBA
University of Pennsylvania 1987 — 1991
BA
University of Pennsylvania - The Wharton School 1987 — 1991
BS
Ken Tuchman Ken Tuchman's Wasserstein Perella Experience 1997 - 2007
Job Vice Chairman at BMO Capital Markets
Industry Investment Banking
Experience
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Smart & Final Stores,Inc September 2015 - Present
BMO Capital Markets 2010 - Present
Gordmans Stores 2010 - Present
Chasing the Dream Foundation 2011 - Present
Demoulas Supermarkets February 2010 - September 2012
Bank of America Merrill Lynch 2007 - 2009
Wasserstein Perella 1997 - 2007
Lehman Brothers 1981 - 1997
Fried Frank Harris Shriver & Jacobson 1976 - 1981
Skills
Asset Management, Investment Banking, Portfolio Management, Capital Markets, Strategy, Investments, Corporate Development, Private Equity, Management, Mergers & Acquisitions, Venture Capital, Hedge Funds, Bonds, LBO, Valuation, Fixed Income, Equities, Corporate Finance, Leveraged Finance, Financial Structuring
Education
University of Pennsylvania - The Wharton School
MBA
University of Pennsylvania Law School
JD
Stephen Fletcher Stephen Fletcher's Wasserstein Perella Experience 1999 - 2000
Job Managing Director, Chief Investment Officer at Inlight Capital, LLC
Industry Investment Banking
Experience
Inlight Capital, LLC December 2009 - Present
HealthStrat Capital Advisors, LLC September 2009 - Present
Wellspring Partners October 2005 - September 2009
Huron Consulting Group 2005 - September 2009
MNA, Inc. 2000 - 2002
Wasserstein Perella 1999 - 2000
CIBC World Markets June 1997 - June 1999
Skills
Venture Capital, Strategy, Risk Management, Private Equity, Mergers & Acquisitions, Management Consulting, Financial Services, Financial Analysis, Finance, Corporate Finance, Investments, Mergers, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
mBA, Finance
Vanderbilt University 1995 — 1997
BS, Economics
The Lawrenceville School 1990 — 1993
Diploma
Eaglebrook School 1987 — 1990
Diploma
Inlight Capital, LLC December 2009 - Present
HealthStrat Capital Advisors, LLC September 2009 - Present
Wellspring Partners October 2005 - September 2009
Huron Consulting Group 2005 - September 2009
MNA, Inc. 2000 - 2002
Wasserstein Perella 1999 - 2000
CIBC World Markets June 1997 - June 1999
Skills
Venture Capital, Strategy, Risk Management, Private Equity, Mergers & Acquisitions, Management Consulting, Financial Services, Financial Analysis, Finance, Corporate Finance, Investments, Mergers, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 2003 — 2005
mBA, Finance
Vanderbilt University 1995 — 1997
BS, Economics
The Lawrenceville School 1990 — 1993
Diploma
Eaglebrook School 1987 — 1990
Diploma
Cynthia Thurman-Thomas Cynthia Thurman-Thomas's Wasserstein Perella Experience September 1996 - August 2000
Job Executive Assistant
Industry Financial Services
Experience
UBS December 2003 - Present
Credit Suisse September 2000 - October 2002
Wasserstein Perella September 1996 - August 2000
Skills
Administrative..., Travel Arrangements, Office Management, Concur, Outlook, Spreadsheets, Confidentiality, Calendaring, Expenses, Microsoft Excel
Education
Kingsborough Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
UBS December 2003 - Present
Credit Suisse September 2000 - October 2002
Wasserstein Perella September 1996 - August 2000
Skills
Administrative..., Travel Arrangements, Office Management, Concur, Outlook, Spreadsheets, Confidentiality, Calendaring, Expenses, Microsoft Excel
Education
Kingsborough Community College 1981 — 1983
Associate of Arts and Sciences (AAS), Administrative Assistant and Secretarial Science, General
Peter Ferdinandi Peter Ferdinandi's Wasserstein Perella Experience 1993 - 1996
Job Managing Director & COO at Hanover Street Capital, LLC
Industry Investment Banking
Experience
Situs / Hanover Street Capital, LLC June 2012 - Present
Deutsche Bank September 2010 - June 2012
Deutsche Bank 2005 - 2010
Deutsche Bank 2003 - 2005
Deutsche Bank 2000 - 2003
Deutsche Bank 1996 - 2000
Wasserstein Perella 1993 - 1996
Storch Associates 1992 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Financial Modeling, Operational Risk..., Design & Implementation..., Contingency Planning
Education
Seton Hall University 1988 — 1992
W. Paul Stillman School of Business, BS Accounting & Finance
Hudson Catholic High School 1984 — 1988
Situs / Hanover Street Capital, LLC June 2012 - Present
Deutsche Bank September 2010 - June 2012
Deutsche Bank 2005 - 2010
Deutsche Bank 2003 - 2005
Deutsche Bank 2000 - 2003
Deutsche Bank 1996 - 2000
Wasserstein Perella 1993 - 1996
Storch Associates 1992 - 1993
Skills
Capital Markets, Investment Banking, Fixed Income, Equities, Financial Modeling, Operational Risk..., Design & Implementation..., Contingency Planning
Education
Seton Hall University 1988 — 1992
W. Paul Stillman School of Business, BS Accounting & Finance
Hudson Catholic High School 1984 — 1988
Eric Seinsheimer's Wasserstein Perella Experience June 2002 - December 2002
Job Vice President, Associate General Counsel at Eurex
Industry Law Practice
Experience
Eurex July 2015 - Present
Chicago Board Options Exchange, Inc. and CBOE Futures Exchange, LLC January 2014 - June 2015
U.S. Commodity Futures Trading Commission October 2011 - November 2013
Schulte Roth & Zabel LLP October 2006 - October 2011
Dickstein Shapiro LLP May 2005 - July 2005
United States District Court for the District of Columbia May 2004 - August 2004
Wasserstein Perella June 2002 - December 2002
Wasserstein Perella May 2001 - August 2001
Public Defender Service May 1999 - August 1999
Skills
Dodd-Frank, Futures, Derivatives, Swaps, Securities Regulation, Securities Litigation, Arbitration, Securities
Education
Northwestern University School of Law 2003 — 2006
J.D.
Yale University 1998 — 2002
B.A., Economics and International Studies
Landon
Eurex July 2015 - Present
Chicago Board Options Exchange, Inc. and CBOE Futures Exchange, LLC January 2014 - June 2015
U.S. Commodity Futures Trading Commission October 2011 - November 2013
Schulte Roth & Zabel LLP October 2006 - October 2011
Dickstein Shapiro LLP May 2005 - July 2005
United States District Court for the District of Columbia May 2004 - August 2004
Wasserstein Perella June 2002 - December 2002
Wasserstein Perella May 2001 - August 2001
Public Defender Service May 1999 - August 1999
Skills
Dodd-Frank, Futures, Derivatives, Swaps, Securities Regulation, Securities Litigation, Arbitration, Securities
Education
Northwestern University School of Law 2003 — 2006
J.D.
Yale University 1998 — 2002
B.A., Economics and International Studies
Landon
Julie Bickar Julie Bickar's Wasserstein Perella Experience 1994 - 1997
Job Consultant
Industry Management Consulting
Experience
McGraw-Hill Higher Education January 2010 - January 2012
McGraw-Hill Higher Education January 2007 - December 2009
The McGraw Hill Companies 2000 - 2006
JH Whitney & Company 1999 - 2000
Wasserstein Perella 1994 - 1997
Berwind Financial Group 1993 - 1994
Skills
Organizational..., Team Leadership, Leadership Development, Curiosity, Talent Management, Marketing Strategy, Marketing Management, Budgeting, Data Analysis, Strategic Planning, International Business, Negotiation, Financial Analysis, Market Analysis, Sales Process, Online Marketing, Product Development, Venture Capital, Mergers, Company Acquisitions, Fortran, Excel, Pivot Tables
Education
Harvard Business School 1997 — 1999
MBA, General Management
University of Pennsylvania 1990 — 1994
BS, Economics
McGraw-Hill Higher Education January 2010 - January 2012
McGraw-Hill Higher Education January 2007 - December 2009
The McGraw Hill Companies 2000 - 2006
JH Whitney & Company 1999 - 2000
Wasserstein Perella 1994 - 1997
Berwind Financial Group 1993 - 1994
Skills
Organizational..., Team Leadership, Leadership Development, Curiosity, Talent Management, Marketing Strategy, Marketing Management, Budgeting, Data Analysis, Strategic Planning, International Business, Negotiation, Financial Analysis, Market Analysis, Sales Process, Online Marketing, Product Development, Venture Capital, Mergers, Company Acquisitions, Fortran, Excel, Pivot Tables
Education
Harvard Business School 1997 — 1999
MBA, General Management
University of Pennsylvania 1990 — 1994
BS, Economics
Renaud Pelletier Renaud Pelletier's Wasserstein Perella Experience July 1998 - January 2001
Job Chief Financial Officer at Finiti Media
Industry Financial Services
Experience
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Finiti Media April 2015 - Present
Independent Strategic Advisor October 2014 - Present
The PrinceRidge Group April 2011 - October 2014
Mar Vista Entertainment, Inc. May 2009 - March 2011
Banc of America Securities April 2007 - April 2009
Dresdner Kleinwort January 2001 - January 2007
Wasserstein Perella July 1998 - January 2001
SEI Investments 1996 - 1997
Skills
Investment Banking, Financial Modeling, Capital Markets, Mergers & Acquisitions, Valuation, Analysis, Strategic Financial..., Private Equity, Hedge Funds, Due Diligence, Alternative Investments, Financial Analysis, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BA / BS, Huntsman Program in International Studies & Business
Trinity High School 1990 — 1994
Buckley School 1981 — 1990
Gregory Angrist Gregory Angrist's Wasserstein Perella Experience July 1998 - February 2000
Job Partner at Cohesive Capital Partners
Industry Financial Services
Experience
Cohesive Capital Partners February 2011 - Present
StepStone Group October 2010 - February 2011
Citi Private Equity July 2005 - October 2010
K-Sea Transportation, Inc. June 2004 - August 2004
Jefferies Capital Partners March 2000 - August 2003
Wasserstein Perella July 1998 - February 2000
Manolis & Company June 1997 - June 1998
Skills
Equities, Investments, Mergers, Finance, Mutual Funds, Private Equity, Valuation, Financial Modeling, Bloomberg, Due Diligence, Hedge Funds, Asset Managment, Investment Banking, Alternative Investments, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Finance, Accounting, Math
Cohesive Capital Partners February 2011 - Present
StepStone Group October 2010 - February 2011
Citi Private Equity July 2005 - October 2010
K-Sea Transportation, Inc. June 2004 - August 2004
Jefferies Capital Partners March 2000 - August 2003
Wasserstein Perella July 1998 - February 2000
Manolis & Company June 1997 - June 1998
Skills
Equities, Investments, Mergers, Finance, Mutual Funds, Private Equity, Valuation, Financial Modeling, Bloomberg, Due Diligence, Hedge Funds, Asset Managment, Investment Banking, Alternative Investments, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
University of Pennsylvania - The Wharton School 1993 — 1997
BS Economics, Finance, Accounting, Math
David Mell's Wasserstein Perella Experience 2002 - 2004
Job Director at Wells Fargo Securities
Industry Venture Capital & Private Equity
Experience
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Wells Fargo Securities June 2012 - Present
Coller Capital September 2010 - August 2012
MacAndrews and Forbes August 2007 - September 2010
UBS Investment Bank July 2004 - July 2007
Dresdner Kleinwort Wasserstein July 2002 - July 2004
Wasserstein Perella 2002 - 2004
Skills
Valuation, Financial Modeling, Portfolio Management, Deal Structuring, Forecasting
Education
Georgetown University - The McDonough School of Business 1998 — 2002
BS, Finance / International Business
UNSW Australia 2000 — 2000
Finance
Poly Prep 1994 — 1998
High School, High School
Kei Yamamoto Kei Yamamoto's Wasserstein Perella Experience 1989 - 1994
Job Director Investments at Casey Family Programs
Industry Investment Management
Experience
Casey Family Programs October 2014 - Present
Sunamerica Asset Management June 2012 - November 2013
Credit Suisse November 2009 - August 2011
ING Investment Management 2006 - 2009
D.E. Shaw & Co. 2004 - 2006
Mosaic Asset Management 2000 - 2004
J&W Seligman 1998 - 2000
Franklin Templeton Investments 1994 - 1997
Wasserstein Perella 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Equities, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Capital Markets, Investments, Asset Managment, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Investment Management, Financial Markets, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA, Business/Finance
Massachusetts Institute of Technology 1986 — 1987
SM, Engineering
Massachusetts Institute of Technology 1982 — 1986
SB, Materials Science and Engineering
Casey Family Programs October 2014 - Present
Sunamerica Asset Management June 2012 - November 2013
Credit Suisse November 2009 - August 2011
ING Investment Management 2006 - 2009
D.E. Shaw & Co. 2004 - 2006
Mosaic Asset Management 2000 - 2004
J&W Seligman 1998 - 2000
Franklin Templeton Investments 1994 - 1997
Wasserstein Perella 1989 - 1994
Goldman Sachs 1987 - 1989
Skills
Equities, Hedge Funds, Valuation, Financial Modeling, Portfolio Management, Capital Markets, Investments, Asset Managment, Equity Valuation, Derivatives, Investment Banking, Alternative Investments, Investment Management, Financial Markets, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1997
MBA, Business/Finance
Massachusetts Institute of Technology 1986 — 1987
SM, Engineering
Massachusetts Institute of Technology 1982 — 1986
SB, Materials Science and Engineering
Wales Mack, Ph.D. Wales Mack, Ph.D.'s Wasserstein Perella Experience 1995 - 1997
Job Experienced Financier and Investment Analyst
Industry Investment Banking
Experience
Siemens Energy 2010 - Present
Morgan Stanley 2010 - 2010
Cowen and Company 2007 - 2009
Dresdner Kleinwort 2006 - 2007
Fintech Advisory Inc. 2004 - 2005
Morgan Stanley 1997 - 2002
Wasserstein Perella 1995 - 1997
Coopers & Lybrand 1994 - 1995
The World Bank 1990 - 1992
Skills
Project Finance, Mergers, Energy, Emerging Markets, Valuation, Investment Banking, Equities, Credit, Industry Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Private Equity, Alternative Investments, Investments, Structuring, Due Diligence, Financial Analysis, Business Strategy, Debt, Risk Management, Financial Structuring, Analysis, Business Development, Finance, Financial Risk, Strategy
Education
University of California, Berkeley 1984 — 1993
Ph.D., Political Economy
Georgetown University 1980 — 1984
B.S., Economics
Siemens Energy 2010 - Present
Morgan Stanley 2010 - 2010
Cowen and Company 2007 - 2009
Dresdner Kleinwort 2006 - 2007
Fintech Advisory Inc. 2004 - 2005
Morgan Stanley 1997 - 2002
Wasserstein Perella 1995 - 1997
Coopers & Lybrand 1994 - 1995
The World Bank 1990 - 1992
Skills
Project Finance, Mergers, Energy, Emerging Markets, Valuation, Investment Banking, Equities, Credit, Industry Analysis, Portfolio Management, Financial Modeling, Corporate Finance, Private Equity, Alternative Investments, Investments, Structuring, Due Diligence, Financial Analysis, Business Strategy, Debt, Risk Management, Financial Structuring, Analysis, Business Development, Finance, Financial Risk, Strategy
Education
University of California, Berkeley 1984 — 1993
Ph.D., Political Economy
Georgetown University 1980 — 1984
B.S., Economics
Eytan Coll Eytan Coll's Wasserstein Perella Experience 1997 - 2002
Job Information Specialist
Industry Information Technology and Services
Experience
Gartner Inc. August 2007 - June 2010
Credit Suisse May 2007 - July 2007
Dresdner Kleinwort 1997 - 2007
Wasserstein Perella 1997 - 2002
Education
Queens College 1997 — 2000
MLS, Masters of Library Science
Brandeis University 1983 — 1987
BA, Political Science
Gartner Inc. August 2007 - June 2010
Credit Suisse May 2007 - July 2007
Dresdner Kleinwort 1997 - 2007
Wasserstein Perella 1997 - 2002
Education
Queens College 1997 — 2000
MLS, Masters of Library Science
Brandeis University 1983 — 1987
BA, Political Science
Jared Golub's Wasserstein Perella Experience 2000 - 2002
Job Research Analyst at Marblegate Asset Management
Industry Investment Banking
Experience
Marblegate Asset Management February 2009 - Present
Miller Buckfire & Co. July 2000 - February 2009
Wasserstein Perella 2000 - 2002
Skills
Mergers, Hedge Funds, Debt, Equities, Restructuring, Private Equity, Capital Markets, Mergers & Acquisitions, Value Investing, Financial Modeling, Leveraged Finance, High Yield, Investment Management, LBO, Portfolio Management, Strategy, Investment Banking, Trading, Valuation, Special Situations, Corporate Finance
Education
The George Washington University 1996 — 2000
BBA, Finance
Marblegate Asset Management February 2009 - Present
Miller Buckfire & Co. July 2000 - February 2009
Wasserstein Perella 2000 - 2002
Skills
Mergers, Hedge Funds, Debt, Equities, Restructuring, Private Equity, Capital Markets, Mergers & Acquisitions, Value Investing, Financial Modeling, Leveraged Finance, High Yield, Investment Management, LBO, Portfolio Management, Strategy, Investment Banking, Trading, Valuation, Special Situations, Corporate Finance
Education
The George Washington University 1996 — 2000
BBA, Finance
Christopher Nam's Wasserstein Perella Experience 2001 - 2002
Job Director, Internet Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Robert Smock's Wasserstein Perella Experience 1994 - 1995
Job M&A / Finance Professional
Industry Investment Banking
Experience
Mitsubishi UFJ Financial Group 2007 - Present
Societe Generale / Cowen 1998 - 2007
UBS 1995 - 1998
Wasserstein, Perella 1994 - 1995
Skills
Strategic Planning, Matrix Management, Talent Development, Investment Banking, Leveraged Finance, Corporate Development, Corporate Finance, M&A execution, Strategy, Talent Management, Valuation, LBO, Due Diligence, Private Equity, Finance, Financial Advisory, Mergers
Education
University of Cambridge
M.Phil.
New York University
B.A.
Mitsubishi UFJ Financial Group 2007 - Present
Societe Generale / Cowen 1998 - 2007
UBS 1995 - 1998
Wasserstein, Perella 1994 - 1995
Skills
Strategic Planning, Matrix Management, Talent Development, Investment Banking, Leveraged Finance, Corporate Development, Corporate Finance, M&A execution, Strategy, Talent Management, Valuation, LBO, Due Diligence, Private Equity, Finance, Financial Advisory, Mergers
Education
University of Cambridge
M.Phil.
New York University
B.A.
E.J. Sloboda's Wasserstein Perella Experience 2000 - 2003
Job
Industry Venture Capital & Private Equity
Experience
Sidereal Capital Group, LLC 2013 - Present
The Wicks Group of Companies 2003 - 2013
Wasserstein Perella 2000 - 2003
Capital One 1999 - 2000
Education
The Johns Hopkins University 1995 — 1999
BS
Sidereal Capital Group, LLC 2013 - Present
The Wicks Group of Companies 2003 - 2013
Wasserstein Perella 2000 - 2003
Capital One 1999 - 2000
Education
The Johns Hopkins University 1995 — 1999
BS
Anna Demidova's Wasserstein Perella Experience 1998 - 2001
Job Director, Loss Mitigation Operations Controls
Industry Financial Services
Experience
Ocwen Financial Corporation 2014 - Present
OneWest Bank 2013 - 2014
OneWest Bank 2010 - 2014
Indymac Bank 2007 - 2010
Indymac Bank 2005 - 2007
Dresdner Kleinwort Wasserstein 2001 - 2004
Wasserstein Perella 1998 - 2001
Skills
Valuation, Banking, Credit, Capital Markets, Loans, Portfolio Management, Financial Modeling, Business Development, Private Equity, Credit Analysis, Asset Management, Financial Structuring, Investments, Loan Servicing, Financial Services, Loan Origination, Structured Finance, Mortgage Lending, Due Diligence, Credit Risk, Loss Mitigation, Mortgage Banking, Investment Banking, Fixed Income, Risk Management, Financial Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Financial Risk, Management, Analysis, Process Improvement, Executive Management, Residential Mortgages, Leadership, Strategy, Mortgage Servicing, Marketing, Refinance, Strategic Planning, Analytics, Business Strategy, Business Process..., Business Analysis, Business Intelligence, Bloomberg, Cross-functional Team..., Market Research, Segmentation
Education
Columbia University in the City of New York
Bachelor’s Degree
Ocwen Financial Corporation 2014 - Present
OneWest Bank 2013 - 2014
OneWest Bank 2010 - 2014
Indymac Bank 2007 - 2010
Indymac Bank 2005 - 2007
Dresdner Kleinwort Wasserstein 2001 - 2004
Wasserstein Perella 1998 - 2001
Skills
Valuation, Banking, Credit, Capital Markets, Loans, Portfolio Management, Financial Modeling, Business Development, Private Equity, Credit Analysis, Asset Management, Financial Structuring, Investments, Loan Servicing, Financial Services, Loan Origination, Structured Finance, Mortgage Lending, Due Diligence, Credit Risk, Loss Mitigation, Mortgage Banking, Investment Banking, Fixed Income, Risk Management, Financial Analysis, Finance, Corporate Finance, Mergers & Acquisitions, Financial Risk, Management, Analysis, Process Improvement, Executive Management, Residential Mortgages, Leadership, Strategy, Mortgage Servicing, Marketing, Refinance, Strategic Planning, Analytics, Business Strategy, Business Process..., Business Analysis, Business Intelligence, Bloomberg, Cross-functional Team..., Market Research, Segmentation
Education
Columbia University in the City of New York
Bachelor’s Degree
Stephen Hurly's Wasserstein Perella Experience 1997 - 1998
Job CEO at Viventia Biotech
Industry Biotechnology
Experience
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Viventia Biotech December 2014 - Present
Burrill & Company June 2011 - November 2014
Boenning & Scattergood May 2008 - June 2011
Janney Montgomery Scott August 2004 - June 2008
JP Morgan 2001 - 2004
Hambrecht & Quist 1998 - 2002
Wasserstein Perella 1997 - 1998
UBS Investment Bank April 1996 - August 1997
Prudential Financial August 1990 - March 1996
Skills
Venture Capital, Investment Banking, Investments, Equities, Mergers & Acquisitions, Management, Due Diligence, Private Equity, Strategy, Valuation, Corporate Development, Start-ups, Biotechnology, Entrepreneurship, Business Strategy, Strategic Planning, Mergers, Pharmaceutical Industry, Capital Markets, Corporate Finance, Business Development, Financial Modeling, Portfolio Management, Medical Devices, Investor Relations, Technology Transfer, Emerging Markets, Negotiation, Leadership, Equity Research, Commercialization, Financial Analysis, Licensing, Strategic Partnerships, Business Planning, Product Development, Asset Managment, Product Management, Competitive Analysis, Marketing Strategy, Finance, Lifesciences, New Business Development, Alternative Investments, Hedge Funds, Executive Management, Cross-functional Team..., biotech, Clinical Development
Education
The University of Chicago Booth School of Business 1996 — 1997
MBA, Finance
Swarthmore College 1986 — 1990
BS, Engineering
Chad Robins's Wasserstein Perella Experience 1997 - 1999
Job President, CEO, and Founder at Adaptive Biotechnologies Corporation
Industry Biotechnology
Experience
Aortica Corporation October 2014 - Present
American Heart Association American Stroke Association March 2013 - Present
Adaptive Biotechnologies Corporation September 2009 - Present
Connaught Real Estate Finance September 2007 - January 2009
Pulte Homes July 2003 - September 2006
Healthaxis 1999 - 2000
Wasserstein Perella 1997 - 1999
Skills
Real Estate, Project Management, Contract Negotiation, Strategic Planning, Negotiation, Operations Management, Executive Management, Start-ups, Business Development, Mergers, Contract Management, Due Diligence, Team Building, Budget, New Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
Cornell University 1992 — 1996
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Aortica Corporation October 2014 - Present
American Heart Association American Stroke Association March 2013 - Present
Adaptive Biotechnologies Corporation September 2009 - Present
Connaught Real Estate Finance September 2007 - January 2009
Pulte Homes July 2003 - September 2006
Healthaxis 1999 - 2000
Wasserstein Perella 1997 - 1999
Skills
Real Estate, Project Management, Contract Negotiation, Strategic Planning, Negotiation, Operations Management, Executive Management, Start-ups, Business Development, Mergers, Contract Management, Due Diligence, Team Building, Budget, New Business Development
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Finance and Marketing
Cornell University 1992 — 1996
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
Atul Kavthekar's Wasserstein Perella Experience January 1998 - April 2000
Job CFO at LivingSocial
Industry Internet
Experience
LivingSocial June 2015 - Present
Sears Holdings Corporation December 2013 - May 2015
Walgreens July 2011 - December 2013
Walgreens December 2009 - July 2011
KPMG Corporate Finance July 2006 - November 2008
Trenwith Securities 2002 - 2006
Morgan Stanley May 2000 - August 2002
Wasserstein Perella January 1998 - April 2000
Skills
Corporate Finance, Investment Banking, Mergers, Corporate Development, Private Equity, Venture Capital, Acquisition Integration, Business Strategy, Strategy Development, New Business Development
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Wayne State University 1993 — 1994
MSE, Industrial Engineering
University of Michigan 1985 — 1990
BSE, Engineering Science
LivingSocial June 2015 - Present
Sears Holdings Corporation December 2013 - May 2015
Walgreens July 2011 - December 2013
Walgreens December 2009 - July 2011
KPMG Corporate Finance July 2006 - November 2008
Trenwith Securities 2002 - 2006
Morgan Stanley May 2000 - August 2002
Wasserstein Perella January 1998 - April 2000
Skills
Corporate Finance, Investment Banking, Mergers, Corporate Development, Private Equity, Venture Capital, Acquisition Integration, Business Strategy, Strategy Development, New Business Development
Education
The University of Chicago Booth School of Business 1995 — 1997
MBA, Finance, Accounting
Wayne State University 1993 — 1994
MSE, Industrial Engineering
University of Michigan 1985 — 1990
BSE, Engineering Science
Matt Zinetti's Wasserstein Perella Experience August 2000 - May 2003
Job Senior Compliance Officer at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
JPMorgan Chase January 2014 - Present
JPMorganChase August 2004 - Present
Lehman Brothers June 2003 - July 2004
Wasserstein Perella August 2000 - May 2003
Bankers Trust 1997 - 2000
Bankers Trust New York Corporation 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Series 7, 63, & 55..., Middle Office, Credit Derivatives, Equity Derivatives, Investment Banking, Fixed Income, Options, Settlement, Capital Markets, Derivatives, Trading, Bonds, Equities, Bloomberg, AML, Rates, Anti Money Laundering, Risk Management
Education
Pace University 1988 — 2002
Bachelor's degree, Accounting
Gregory VandenBosch's Wasserstein Perella Experience July 1995 - January 1999
Job Managing Director at GI Partners
Industry Venture Capital & Private Equity
Experience
GI Partners December 2012 - Present
SoftLayer Technologies, Inc. August 2010 - Present
PC Helps Support, LLC August 2007 - Present
GI Partners May 2007 - December 2012
Sandler Capital Management June 2001 - October 2006
Omnicom Group January 1999 - July 1999
Wasserstein Perella July 1995 - January 1999
Wasserstein & Co. July 1995 - January 1999
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Start-ups, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Entrepreneurship, Business Strategy, Financial Analysis, Due Diligence
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1991 — 1995
BS, Economics
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics - Finance
GI Partners December 2012 - Present
SoftLayer Technologies, Inc. August 2010 - Present
PC Helps Support, LLC August 2007 - Present
GI Partners May 2007 - December 2012
Sandler Capital Management June 2001 - October 2006
Omnicom Group January 1999 - July 1999
Wasserstein Perella July 1995 - January 1999
Wasserstein & Co. July 1995 - January 1999
Skills
Venture Capital, Private Equity, Mergers & Acquisitions, Corporate Development, Start-ups, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Entrepreneurship, Business Strategy, Financial Analysis, Due Diligence
Education
Harvard Business School 1999 — 2001
Master of Business Administration (MBA)
University of Pennsylvania 1991 — 1995
BS, Economics
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics - Finance
Rachel Schreck's Wasserstein Perella Experience 1996 - 2002
Job Project Manager at Thinc Design
Industry Design
Experience
Thinc Design June 2007 - Present
Tangram International Exhibitions, Inc. June 2004 - June 2007
New-York Historical Society May 2002 - June 2004
Wasserstein Perella 1996 - 2002
Gallaudet University 1996 - 1996
Northwestern Connecticut Community College 1994 - 1996
The Museum of Modern Art 1991 - 1993
Skills
Project Management, Program Management, Coordination, Communication, Troubleshooting, Project Estimation, Exhibit Design and..., Museums, Writing, Education, Teaching, Scuba Diving
Education
City University of New York-Hunter College 1999 — 2000
M.S., Secondary Education, History
Gallaudet University 1996 — 1996
Public Policy / Deaf Education
New York University 1987 — 1991
B.A., History
Thinc Design June 2007 - Present
Tangram International Exhibitions, Inc. June 2004 - June 2007
New-York Historical Society May 2002 - June 2004
Wasserstein Perella 1996 - 2002
Gallaudet University 1996 - 1996
Northwestern Connecticut Community College 1994 - 1996
The Museum of Modern Art 1991 - 1993
Skills
Project Management, Program Management, Coordination, Communication, Troubleshooting, Project Estimation, Exhibit Design and..., Museums, Writing, Education, Teaching, Scuba Diving
Education
City University of New York-Hunter College 1999 — 2000
M.S., Secondary Education, History
Gallaudet University 1996 — 1996
Public Policy / Deaf Education
New York University 1987 — 1991
B.A., History
Jeffrey Green's Wasserstein Perella Experience 2000 - 2002
Job Portfolio Manager at Citadel/Surveyor Capital
Industry Biotechnology
Experience
Surveyor Capital / Citadel May 2014 - Present
HealthCor Management 2004 - March 2014
Warburg Pincus 2002 - 2004
Wasserstein Perella 2000 - 2002
Sanford C. Bernstein 1998 - 2000
Harvard Medical School 1996 - 1998
Skills
Venture Capital, Valuation, Healthcare, Equities, Private Equity
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Brown Medical School 1988 — 1991
MD, Biology
Brown University 1984 — 1988
AB, Biology/Biological Sciences, General
Surveyor Capital / Citadel May 2014 - Present
HealthCor Management 2004 - March 2014
Warburg Pincus 2002 - 2004
Wasserstein Perella 2000 - 2002
Sanford C. Bernstein 1998 - 2000
Harvard Medical School 1996 - 1998
Skills
Venture Capital, Valuation, Healthcare, Equities, Private Equity
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Brown Medical School 1988 — 1991
MD, Biology
Brown University 1984 — 1988
AB, Biology/Biological Sciences, General
Erica Wheeler's Wasserstein Perella Experience June 2000 - August 2000
Job Private Equity
Industry Financial Services
Experience
Ares Management July 2007 - December 2008
Castle Harlan August 2004 - July 2007
The Blackstone Group July 2001 - July 2004
Wasserstein Perella June 2000 - August 2000
Education
University of Pennsylvania 1997 — 2001
Ares Management July 2007 - December 2008
Castle Harlan August 2004 - July 2007
The Blackstone Group July 2001 - July 2004
Wasserstein Perella June 2000 - August 2000
Education
University of Pennsylvania 1997 — 2001
Elizabeth Sayner's Wasserstein Perella Experience 1996 - 1997
Job CoFounder, Consultant
Industry Internet
Experience
Self-Employed June 2014 - Present
Anthem Wares 2011 - Present
Rockwell Group February 2003 - June 2011
kpe 2000 - 2001
Goldman Sachs 1997 - 2000
Wasserstein Perella 1996 - 1997
Education
Stanford University 1992 — 1996
BA, International Relations
Self-Employed June 2014 - Present
Anthem Wares 2011 - Present
Rockwell Group February 2003 - June 2011
kpe 2000 - 2001
Goldman Sachs 1997 - 2000
Wasserstein Perella 1996 - 1997
Education
Stanford University 1992 — 1996
BA, International Relations
Mayu Sris's Wasserstein Perella Experience July 2001 - October 2002
Job Managing Director at Sarissa Capital
Industry Investment Management
Experience
Sarissa Capital AnalystIcahn AssociatesFebruary 2005 - January 2010
Bain & Company October 2002 - January 2005
Wasserstein Perella July 2001 - October 2002
Volpe Brown Whelan & Company 2000 - 2000
Skills
Private Equity, Investments, Financial Analysis, Capital Markets
Education
Brown University 1997 — 2001
AB with Honors, Economics
Sarissa Capital AnalystIcahn AssociatesFebruary 2005 - January 2010
Bain & Company October 2002 - January 2005
Wasserstein Perella July 2001 - October 2002
Volpe Brown Whelan & Company 2000 - 2000
Skills
Private Equity, Investments, Financial Analysis, Capital Markets
Education
Brown University 1997 — 2001
AB with Honors, Economics
honey seltzer's Wasserstein Perella Experience 1994 - 2002
Job Blogger at Huffington Post Investigative Fund
Industry Entertainment
Experience
Huffington Post Investigative Fund 2010 - Present
Self - Employed 2009 - 2009
Wasserstein Perella 1994 - 2002
Skills
Social Media, Blogging
Education
Queens College
Huffington Post Investigative Fund 2010 - Present
Self - Employed 2009 - 2009
Wasserstein Perella 1994 - 2002
Skills
Social Media, Blogging
Education
Queens College
Carolyn Kelley's Wasserstein Perella Experience May 2000 - August 2004
Job Online Communications Specialist
Industry Higher Education
Experience
Harvard Law School October 2009 - Present
Chorus pro Musica August 2009 - June 2012
UMass Boston February 2008 - October 2009
Celebrity Cruises January 2005 - July 2007
Wasserstein Perella May 2000 - August 2004
Skills
Video Editing, Web Content, Web Content Management, Digital Curation, Editing, Web Development, YouTube, Writing, Social Media, Copy Editing, Proofreading, Nonprofits, Blogging, Facebook, Public Speaking, Copywriting, Final Cut Studio, Adobe Creative Suite
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (BA)
Boston Latin School 1986 — 1991
Harvard Law School October 2009 - Present
Chorus pro Musica August 2009 - June 2012
UMass Boston February 2008 - October 2009
Celebrity Cruises January 2005 - July 2007
Wasserstein Perella May 2000 - August 2004
Skills
Video Editing, Web Content, Web Content Management, Digital Curation, Editing, Web Development, YouTube, Writing, Social Media, Copy Editing, Proofreading, Nonprofits, Blogging, Facebook, Public Speaking, Copywriting, Final Cut Studio, Adobe Creative Suite
Education
Columbia University in the City of New York 1991 — 1995
Bachelor of Arts (BA)
Boston Latin School 1986 — 1991
Joshua Fox's Wasserstein Perella Experience May 1997 - May 1999
Job Managing Director at Stout Risius Ross
Industry Investment Banking
Experience
Stout Risius Ross May 2015 - Present
UF&M May 2013 - May 2015
Houlihan Lokey Howard & Zukin January 2005 - November 2012
Burlington Capital Markets 2002 - 2005
Merrill Lynch 1999 - 2001
Wasserstein Perella May 1997 - May 1999
Skadden Arps 1995 - 1997
Skills
Debt, Private Equity, Deal Structuring, Venture Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Investment Banking, Private Placements, M&A experience, Investments, Corporate Development, Capital Markets, Business Valuation, Financial Structuring, Leveraged Finance, Asset Management, Restructuring, Hedge Funds, Debt Restructuring, Equities, Negotiation, Mezzanine, Start-ups, Mergers, Finance
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance and Accounting
Stout Risius Ross May 2015 - Present
UF&M May 2013 - May 2015
Houlihan Lokey Howard & Zukin January 2005 - November 2012
Burlington Capital Markets 2002 - 2005
Merrill Lynch 1999 - 2001
Wasserstein Perella May 1997 - May 1999
Skadden Arps 1995 - 1997
Skills
Debt, Private Equity, Deal Structuring, Venture Capital, Due Diligence, Corporate Finance, Mergers & Acquisitions, Financial Modeling, LBO, Valuation, Investment Banking, Private Placements, M&A experience, Investments, Corporate Development, Capital Markets, Business Valuation, Financial Structuring, Leveraged Finance, Asset Management, Restructuring, Hedge Funds, Debt Restructuring, Equities, Negotiation, Mezzanine, Start-ups, Mergers, Finance
Education
Columbia University School of Law 1992 — 1995
Doctor of Law (J.D.)
University of Michigan - Stephen M. Ross School of Business 1988 — 1992
BBA, Finance and Accounting
Kathleen Kress's Wasserstein Perella Experience 1993 - 2001
Job VP Corporate M&A at WalMart Stores, Inc.
Industry Retail
Experience
Walmart March 2010 - Present
Etico Capital LLC 2008 - January 2011
UBS Investment Bank 2005 - 2007
Dresdner Kleinwort 2001 - 2005
Wasserstein Perella 1993 - 2001
Coopers & Lybrand 1988 - 1993
General Dynamics - Electronics 1984 - 1986
Viclan Division 1982 - 1984
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
University of Michigan 1978 — 1982
BSIOE, Industrial Engineering
Walmart March 2010 - Present
Etico Capital LLC 2008 - January 2011
UBS Investment Bank 2005 - 2007
Dresdner Kleinwort 2001 - 2005
Wasserstein Perella 1993 - 2001
Coopers & Lybrand 1988 - 1993
General Dynamics - Electronics 1984 - 1986
Viclan Division 1982 - 1984
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
University of Michigan 1978 — 1982
BSIOE, Industrial Engineering
Bruce Barnes's Wasserstein Perella Experience 1997 - 2000
Job Director at George Eastman House
Industry Nonprofit Organization Management
Experience
George Eastman House October 2012 - Present
American Decorative Art 1900 Foundation 2005 - 2012
QFS Asset Management 2007 - 2008
Reservoir Capital Group 2005 - 2006
Element K 2000 - 2004
Wasserstein Perella 1997 - 2000
Ziff Brothers Investments 1995 - 1996
Ziff Communications Company 1992 - 1994
Wasserstein Perella 1988 - 1991
Kidder Peabody 1986 - 1988
Skills
Management, SaaS, Investments, Strategy, Investment Banking, E-Learning, Strategic Planning, Publishing, Strategic Partnerships
Education
University of Pennsylvania 1980 — 1986
Ph.D., Economics
University of Pennsylvania 1979 — 1983
B.A., Economics
George Eastman House October 2012 - Present
American Decorative Art 1900 Foundation 2005 - 2012
QFS Asset Management 2007 - 2008
Reservoir Capital Group 2005 - 2006
Element K 2000 - 2004
Wasserstein Perella 1997 - 2000
Ziff Brothers Investments 1995 - 1996
Ziff Communications Company 1992 - 1994
Wasserstein Perella 1988 - 1991
Kidder Peabody 1986 - 1988
Skills
Management, SaaS, Investments, Strategy, Investment Banking, E-Learning, Strategic Planning, Publishing, Strategic Partnerships
Education
University of Pennsylvania 1980 — 1986
Ph.D., Economics
University of Pennsylvania 1979 — 1983
B.A., Economics
Rachel Dwight's Wasserstein Perella Experience October 1996 - April 2000
Job Administrative Assistant
Industry Libraries
Experience
DiSimone Consulting Engineers March 2014 - Present
NERL Consortium May 2012 - April 2013
Yale University Office of Digital Assets and Infrastructure November 2008 - February 2010
Yale University Library September 2005 - October 2008
Daniel Hand High School March 2003 - September 2005
Polytechnic University May 2000 - November 2002
Wasserstein Perella October 1996 - April 2000
Ladenburg Thalmann 1993 - 1996
Skills
Editing, Administrative Work, Higher Education, Academia, Grant Writing, Tutoring, Research, FileMaker, Teaching, Data Entry, Library Instruction, Library, Books, Proofreading, Library Science, Information Literacy, Copy Editing, Academic Libraries, Archives, Electronic Resources, Special Collections, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Libraries
Education
Rutgers University-New Brunswick 1998 — 2000
MLS, Library and Information Science
City University of New York-Hunter College 1995 — 1998
Bachelor of Arts (BA), Creative Writing
St. John's College (MD) 1987 — 1989
N/A, Mathematics and philosophy
Whitehall Yearling High School 1983 — 1987
College prep
DiSimone Consulting Engineers March 2014 - Present
NERL Consortium May 2012 - April 2013
Yale University Office of Digital Assets and Infrastructure November 2008 - February 2010
Yale University Library September 2005 - October 2008
Daniel Hand High School March 2003 - September 2005
Polytechnic University May 2000 - November 2002
Wasserstein Perella October 1996 - April 2000
Ladenburg Thalmann 1993 - 1996
Skills
Editing, Administrative Work, Higher Education, Academia, Grant Writing, Tutoring, Research, FileMaker, Teaching, Data Entry, Library Instruction, Library, Books, Proofreading, Library Science, Information Literacy, Copy Editing, Academic Libraries, Archives, Electronic Resources, Special Collections, Data Analysis, Microsoft Office, Microsoft Word, Microsoft Excel, Libraries
Education
Rutgers University-New Brunswick 1998 — 2000
MLS, Library and Information Science
City University of New York-Hunter College 1995 — 1998
Bachelor of Arts (BA), Creative Writing
St. John's College (MD) 1987 — 1989
N/A, Mathematics and philosophy
Whitehall Yearling High School 1983 — 1987
College prep
Maria Singer's Wasserstein Perella Experience July 1995 - July 1997
Job Chief Operating Officer Corporate Finance at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
Houlihan Lokey March 2015 - Present
The Blackstone Group November 2008 - March 2015
Lehman Brothers September 2002 - November 2008
Goldman Sachs August 1999 - December 2001
Wasserstein Perella July 1995 - July 1997
Education
Harvard Business School 1997 — 1999
MBA
Dartmouth College 1991 — 1995
AB, Economics
Samantha Trotman Burman's Wasserstein Perella Experience 1989 - 1991
Job Independent Public Company Director; Mother of 4 young children
Industry Venture Capital & Private Equity
Experience
MedAssets August 1999 - Present
Parthenon Capital September 1999 - March 2003
Physicians Quality Care June 1997 - June 1999
Bain Capital July 1993 - June 1997
Wasserstein Perella 1989 - 1991
Education
Harvard Business School 1991 — 1993
MBA, Business
Cambridge University 1985 — 1989
BA (Eng), MEng, Engineering
MedAssets August 1999 - Present
Parthenon Capital September 1999 - March 2003
Physicians Quality Care June 1997 - June 1999
Bain Capital July 1993 - June 1997
Wasserstein Perella 1989 - 1991
Education
Harvard Business School 1991 — 1993
MBA, Business
Cambridge University 1985 — 1989
BA (Eng), MEng, Engineering
Mitchell Hara's Wasserstein Perella Experience 1993 - 1996
Job Senior Corporate Strategy, Finance, M&A and Investment Executive with Extensive Retail, CPG, Media & Internet Experience
Industry Financial Services
Experience
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
HSN, INC. April 2011 - December 2014
Peter J. Solomon Company September 2007 - April 2011
Citigroup 2004 - 2007
Merrill Lynch 1999 - 2002
Peter J. Solomon Company 1996 - 1999
Wasserstein Perella 1993 - 1996
Citicorp International Group, KK 1989 - 1991
Citicorp / Citibank, NA. 1986 - 1989
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Leveraged Finance, Mergers, Corporate Development, Corporate Finance, Structured Finance, Investments, Venture Capital, Financial Modeling, Business Strategy, Private Placements, M&A experience, Strategy, Financial Structuring, Due Diligence, IPO, Valuation, Emerging Markets, Acquisitions, Entrepreneurship, Financial Analysis, Strategic Planning, Banking, Start-ups, Executive Management, Finance, Hedge Funds, Investor Relations, Divestitures, Securities, Capital Markets, Restructuring, Asset Management, Management, Equities, Strategic Partnerships, Business Development, Leadership, E-commerce, Multi-channel Retail, Retail, Digital Video, Mobile Commerce
Education
Harvard Business School
Master of Business Administration (MBA)
Middlebury College
Language, Japanese
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Jonathan Green's Wasserstein Perella Experience July 1999 - March 2002
Job NA
Industry Capital Markets
Experience
A US-based Hedge Fund February 2004 - Present
Miller Buckfire March 2002 - January 2004
Wasserstein Perella July 1999 - March 2002
Education
Brown University
Psychology and Economics
Island School
A US-based Hedge Fund February 2004 - Present
Miller Buckfire March 2002 - January 2004
Wasserstein Perella July 1999 - March 2002
Education
Brown University
Psychology and Economics
Island School
Stephanie Pendleton's Wasserstein Perella Experience August 1993 - June 1995
Job Senior Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
Bank of America August 2008 - Present
Banc of America Securities September 2005 - August 2008
Bank of America Securities July 1995 - September 2005
Wasserstein Perella August 1993 - June 1995
Skills
Mergers, Syndications, Credit Analysis, Portfolio Management, Leveraged Finance, Commercial Lending, Investment Banking, Credit, Loans, Financial Structuring, Financial Modeling
Education
Dartmouth College 1987 — 1991
BA, Asian Studies
Darien High School, Darien, CT 1984 — 1987
Killington Mountain School, Killington, VT 1982 — 1987
emiko higashi's Wasserstein Perella Experience 1988 - 1994
Job Owner, Tomon Partners
Industry Financial Services
Experience
Tomon Partners March 2003 - Present
Tomon Partners 2003 - Present
Gilo Ventures January 2001 - December 2003
Merrill Lynch & Co. 1994 - 2000
Wasserstein Perella 1988 - 1994
Lehman Brothers 1985 - 1988
McKinsey & Company January 1982 - August 1983
Skills
Venture Capital, Start-ups, Mergers, Business Strategy, Strategic Planning, Entrepreneurship, Corporate Development, Management Consulting, Strategic Partnerships, Marketing Strategy, Strategy, Acquisition Integration, Due Diligence, Negotiation, Private Equity, Governance, Mergers & Acquisitions, Finance, Management, Corporate Finance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
International Christian University 1977 — 1981
Bachelor of Arts (BA)
Tomon Partners March 2003 - Present
Tomon Partners 2003 - Present
Gilo Ventures January 2001 - December 2003
Merrill Lynch & Co. 1994 - 2000
Wasserstein Perella 1988 - 1994
Lehman Brothers 1985 - 1988
McKinsey & Company January 1982 - August 1983
Skills
Venture Capital, Start-ups, Mergers, Business Strategy, Strategic Planning, Entrepreneurship, Corporate Development, Management Consulting, Strategic Partnerships, Marketing Strategy, Strategy, Acquisition Integration, Due Diligence, Negotiation, Private Equity, Governance, Mergers & Acquisitions, Finance, Management, Corporate Finance
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA)
International Christian University 1977 — 1981
Bachelor of Arts (BA)
David Chasen's Wasserstein Perella Experience 1998 - 2002
Job at Advent Capital Management
Industry Investment Management
Experience
Advent Capital Management 2009 - Present
BlueMountain Capital Management 2004 - 2007
Strategic Value Partners 2002 - 2004
Wasserstein Perella 1998 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1991 - 1994
Skills
Distressed Debt, High Yield, Credit Analysis, Event-driven, Fixed Income, Bankruptcy, Chapter 11, Financial Modeling, Value Investing, M&A analysis, Hedge Funds, Corporate Law, Equities, Valuation, Alternative Investments, Asset Management, Investments, Corporate Finance, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA)
Harvard Law School 1988 — 1991
JD, Law
University of Pennsylvania 1984 — 1988
BA
Advent Capital Management 2009 - Present
BlueMountain Capital Management 2004 - 2007
Strategic Value Partners 2002 - 2004
Wasserstein Perella 1998 - 2002
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates 1991 - 1994
Skills
Distressed Debt, High Yield, Credit Analysis, Event-driven, Fixed Income, Bankruptcy, Chapter 11, Financial Modeling, Value Investing, M&A analysis, Hedge Funds, Corporate Law, Equities, Valuation, Alternative Investments, Asset Management, Investments, Corporate Finance, Capital Markets, Investment Banking
Education
University of Pennsylvania - The Wharton School 1996 — 1998
Master of Business Administration (MBA)
Harvard Law School 1988 — 1991
JD, Law
University of Pennsylvania 1984 — 1988
BA
Phyllis Gowen (Phyllis Hirsch)'s Wasserstein Perella Experience January 1988 - July 1990
Job Presentation Designer / Graphic Artist / Powerpoint Expert
Industry Graphic Design
Experience
Digital Magic Designs January 1996 - Present
Deustche Bank 1996 - 1998
Bankers Trust 1992 - 1996
James D Wolfensohn June 1990 - 1992
Wasserstein Perella January 1988 - July 1990
SFM Media Corporation March 1983 - April 1985
Leber Katz Partner January 1980 - June 1981
Skills
Graphic Design, InDesign, Web Design, Advertising, Adobe Creative Suite, Logo Design, Graphics, Creative Direction, Photoshop, Brochures, Corporate Identity, Social Networking, Photography, Brand Development, Mac, Video Editing, Multimedia, Marketing, Art Direction, Blogging, Branding & Identity, Copywriting, Corporate Branding, Creative Strategy, Digital Media, Direct Mail, Dreamweaver, Email Marketing, Facebook, Flash, Illustration, Illustrator, Layout, Marketing Communications, Newsletters
Education
University of South Florida 1978 — 1979
Mass Communication
Syracuse University 1976 — 1978
PS 24 1964 — 1969
Digital Magic Designs January 1996 - Present
Deustche Bank 1996 - 1998
Bankers Trust 1992 - 1996
James D Wolfensohn June 1990 - 1992
Wasserstein Perella January 1988 - July 1990
SFM Media Corporation March 1983 - April 1985
Leber Katz Partner January 1980 - June 1981
Skills
Graphic Design, InDesign, Web Design, Advertising, Adobe Creative Suite, Logo Design, Graphics, Creative Direction, Photoshop, Brochures, Corporate Identity, Social Networking, Photography, Brand Development, Mac, Video Editing, Multimedia, Marketing, Art Direction, Blogging, Branding & Identity, Copywriting, Corporate Branding, Creative Strategy, Digital Media, Direct Mail, Dreamweaver, Email Marketing, Facebook, Flash, Illustration, Illustrator, Layout, Marketing Communications, Newsletters
Education
University of South Florida 1978 — 1979
Mass Communication
Syracuse University 1976 — 1978
PS 24 1964 — 1969
Joseph Yurcik's Wasserstein Perella Experience 1994 - 2004
Job COO & CFO at TheaterMania
Industry Information Technology and Services
Experience
TheaterMania October 2012 - Present
eHealth Made Easy October 2010 - October 2012
Groton Partners 2005 - December 2010
Wasserstein Perella 1994 - 2004
Skills
EHR, Healthcare Information..., Practice Management, Cloud Computing, Strategic Planning, Venture Capital, SaaS, Enterprise Software, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Start-ups, Business Development, Management Consulting, Corporate Development, Corporate Finance, Strategy, New Business Development, Private Equity, Valuation, Entrepreneurship, Executive Management, Due Diligence, M&A experience, IPO, Competitive Analysis, Emerging Markets, Leveraged Finance, Investment Banking, Financial Modeling, Restructuring, Divestitures, Investor Relations, Investments, Hedge Funds, Capital Markets, Financial Structuring, Capital Raising, Portfolio Management, Structured Finance, Asset Management, LBO
Education
New York University 1977 — 1980
TheaterMania October 2012 - Present
eHealth Made Easy October 2010 - October 2012
Groton Partners 2005 - December 2010
Wasserstein Perella 1994 - 2004
Skills
EHR, Healthcare Information..., Practice Management, Cloud Computing, Strategic Planning, Venture Capital, SaaS, Enterprise Software, Business Strategy, Mergers & Acquisitions, Strategic Partnerships, Start-ups, Business Development, Management Consulting, Corporate Development, Corporate Finance, Strategy, New Business Development, Private Equity, Valuation, Entrepreneurship, Executive Management, Due Diligence, M&A experience, IPO, Competitive Analysis, Emerging Markets, Leveraged Finance, Investment Banking, Financial Modeling, Restructuring, Divestitures, Investor Relations, Investments, Hedge Funds, Capital Markets, Financial Structuring, Capital Raising, Portfolio Management, Structured Finance, Asset Management, LBO
Education
New York University 1977 — 1980
Rocque Lipford's Wasserstein Perella Experience 1992 - 1994
Job Managing Director at JPMorgan Securities
Industry Investment Banking
Experience
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
JP Morgan 2004 - Present
Goldman Sachs 2000 - 2004
Lehman Brothers 1997 - 2000
Wasserstein Perella 1992 - 1994
Nuveen Investments 1991 - 1992
Education
Northwestern University - Kellogg School of Management
MBA, Management & Strategy, Finance, Accounting
University of Michigan
BA, Economics
Robert Woolway's Wasserstein Perella Experience 2001 - 2002
Job MD at Trinity Capital LLC
Industry Investment Banking
Experience
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Trinity Capital LLC January 2006 - Present
Relational Advisors 2002 - 2005
Wasserstein Perella 2001 - 2002
JP Morgan 1999 - 2001
Merrill Lynch 1995 - 1999
Salomon Brothers 1985 - 1995
Skills
Loan Origination, Private Equity, Investment Banking, LBO, Capital Markets, Valuation, Leveraged Finance, Corporate Finance, Financial Analysis, Debt Restructuring, Middle Market, Capital Raising, Mergers, Mergers & Acquisitions, Restructuring, M&A experience, Turn Around Management, IPO, Finance, Capital, Financial Modeling, Start-ups, Due Diligence, Executive Management, Strategy
Education
Stanford University Graduate School of Business 1983 — 1985
MBA
Harvard University 1977 — 1981
AB, Economics
Loyola High School 1973 — 1977
St. Brendan's 1965 — 1973
Andrew Jacobs's Wasserstein Perella Experience July 1997 - July 1999
Job Managing Partner at Jamison Capital Partners, LP
Industry Financial Services
Experience
Jamison Capital Partners, LP June 2011 - Present
BAM Capital, LLC April 2009 - April 2011
Hutchin Hill Capital, LP February 2008 - March 2009
Millennium Management LLC February 2006 - February 2008
Wachtell, Lipton, Rosen & Katz October 2003 - February 2006
Wasserstein Perella July 1997 - July 1999
Education
Harvard Law School 1999 — 2002
JD, Law
Harvard University 1993 — 1997
AB, Music
Tower Hill
Jamison Capital Partners, LP June 2011 - Present
BAM Capital, LLC April 2009 - April 2011
Hutchin Hill Capital, LP February 2008 - March 2009
Millennium Management LLC February 2006 - February 2008
Wachtell, Lipton, Rosen & Katz October 2003 - February 2006
Wasserstein Perella July 1997 - July 1999
Education
Harvard Law School 1999 — 2002
JD, Law
Harvard University 1993 — 1997
AB, Music
Tower Hill
Marc Mansourian's Wasserstein Perella Experience August 1992 - June 1995
Job Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2008 - Present
Noodles & Company December 2011 - Present
Citigroup August 1997 - April 2008
Koch Industries June 1996 - August 1996
Wasserstein Perella August 1992 - June 1995
Skills
Capital Markets, Derivatives, Fixed Income, Equity Derivatives, Risk Management, Financial Structuring, Structured Products, Hedging, Bonds, Interest Rate...
Education
Yale University - Yale School of Management 1995 — 1997
M.P.P.M., Finance, Strategy
Wheaton College (MA) 1988 — 1992
B.A.., Economics, Philosophy
Queen Mary, U. of London 1990 — 1991
Junior Year Abroad
Credit Suisse April 2008 - Present
Noodles & Company December 2011 - Present
Citigroup August 1997 - April 2008
Koch Industries June 1996 - August 1996
Wasserstein Perella August 1992 - June 1995
Skills
Capital Markets, Derivatives, Fixed Income, Equity Derivatives, Risk Management, Financial Structuring, Structured Products, Hedging, Bonds, Interest Rate...
Education
Yale University - Yale School of Management 1995 — 1997
M.P.P.M., Finance, Strategy
Wheaton College (MA) 1988 — 1992
B.A.., Economics, Philosophy
Queen Mary, U. of London 1990 — 1991
Junior Year Abroad
Peter Rittmaster's Wasserstein Perella Experience 1999 - 2004
Job Managing Director at Parkstone Capital LLC
Industry Investment Banking
Experience
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
ParkStone Capital 2012 - Present
RBC Capital Markets 2004 - 2012
Wasserstein Perella 1999 - 2004
Credit Suisse First Boston 1997 - 1998
NatWest Markets 1992 - 1997
Drexel Burnham Lambert 1987 - 1990
Education
Columbia University - Columbia Business School 1990 — 1991
MBA, Finance & Management
Brown University 1983 — 1987
BA, Economics & Political Science
Brian Eller's Wasserstein Perella Experience September 1994 - December 1995
Job Senior Director at AIG
Industry Financial Services
Experience
AIG June 2014 - Present
Ally Financial June 2012 - May 2014
Ally Financial September 2006 - June 2012
General Motors - Treasurer's Office August 2001 - August 2006
Marubeni America Corporation January 1996 - July 1999
Wasserstein Perella September 1994 - December 1995
Skills
Cash Flow Forecasting, FX, Cash Management, Bank Relationship..., Mergers, Structured Finance, Funding, Negotiation, Stress Testing, Banking, FX Options
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Dartmouth College 1990 — 1994
BA, Economics
AIG June 2014 - Present
Ally Financial June 2012 - May 2014
Ally Financial September 2006 - June 2012
General Motors - Treasurer's Office August 2001 - August 2006
Marubeni America Corporation January 1996 - July 1999
Wasserstein Perella September 1994 - December 1995
Skills
Cash Flow Forecasting, FX, Cash Management, Bank Relationship..., Mergers, Structured Finance, Funding, Negotiation, Stress Testing, Banking, FX Options
Education
University of Southern California - Marshall School of Business 1999 — 2001
MBA
Dartmouth College 1990 — 1994
BA, Economics
Jason Yulfo's Wasserstein Perella Experience 2000 - 2002
Job Property Accounting Manager at NorthStar Asset Management Group, Inc.
Industry Real Estate
Experience
NorthStar Asset Management Group Inc. July 2014 - Present
Equity One, Inc November 2012 - July 2014
Ruben Companies November 2007 - November 2012
Friedman LLP October 2004 - October 2007
Morgan Stanley June 2003 - October 2004
Viacom 2002 - 2003
Wasserstein Perella 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, GAAP, Real Estate, Auditing, Audit, Tax, Financial Modeling, Excel, Cash Flow, Quickbooks, Budgeting, Accounts Payable, Due Diligence, General Ledger, Internal Controls, QuickBooks, Variance Analysis, Microsoft Excel, Budgets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accountancy
Bayside High School 1996 — 2000
NorthStar Asset Management Group Inc. July 2014 - Present
Equity One, Inc November 2012 - July 2014
Ruben Companies November 2007 - November 2012
Friedman LLP October 2004 - October 2007
Morgan Stanley June 2003 - October 2004
Viacom 2002 - 2003
Wasserstein Perella 2000 - 2002
Skills
Financial Reporting, Financial Analysis, Accounting, Financial Accounting, GAAP, Real Estate, Auditing, Audit, Tax, Financial Modeling, Excel, Cash Flow, Quickbooks, Budgeting, Accounts Payable, Due Diligence, General Ledger, Internal Controls, QuickBooks, Variance Analysis, Microsoft Excel, Budgets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Accountancy
Bayside High School 1996 — 2000
Julian Markby's Wasserstein Perella Experience February 1998 - January 2001
Job President at J. Markby & Associates, Inc.
Industry Investment Banking
Experience
J. Markby & Associates, Inc. Managing DirectorDresdner Kleinwort WassersteinFebruary 2001 - December 2004
Wasserstein Perella February 1998 - January 2001
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
J. Markby & Associates, Inc. Managing DirectorDresdner Kleinwort WassersteinFebruary 2001 - December 2004
Wasserstein Perella February 1998 - January 2001
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance and Accounting
Jeffrey Marron's Wasserstein Perella Experience October 1997 - December 1999
Job Managing Partner
Industry Investment Management
Experience
Sheridan Asset Management, LLC May 2002 - Present
JBM Capital, LLC January 2000 - April 2002
Wasserstein Perella October 1997 - December 1999
Nomura June 1992 - August 1997
Skills
Investments, Finance, Portfolio Management, Capital Markets, Private Equity, Asset Management, Management, Due Diligence, Hedge Funds, Valuation
Education
Michigan State University 1987 — 1988
Communication and Media Studies
Michigan State University 1982 — 1986
Bacholor of Arts, Political science and communications
Sheridan Asset Management, LLC May 2002 - Present
JBM Capital, LLC January 2000 - April 2002
Wasserstein Perella October 1997 - December 1999
Nomura June 1992 - August 1997
Skills
Investments, Finance, Portfolio Management, Capital Markets, Private Equity, Asset Management, Management, Due Diligence, Hedge Funds, Valuation
Education
Michigan State University 1987 — 1988
Communication and Media Studies
Michigan State University 1982 — 1986
Bacholor of Arts, Political science and communications
Ben Canavan's Wasserstein Perella Experience 2000 - 2002
Job Foreign Service Officer at U.S. Department of State
Industry International Affairs
Experience
U.S. Department of State Congressional FellowSenator Orrin G. HatchJanuary 2015 - Present
U.S. Department of State 2012 - 2014
U.S. Embassy Lilongwe 2010 - 2012
U.S. Embassy The Hague 2008 - 2010
U.S. Embassy Islamabad 2006 - 2007
U.S. Embassy Georgetown 2004 - 2006
Corporate Executive Board 2003 - 2004
Wasserstein Perella 2000 - 2002
Trinity Associates 1997 - 2000
Skills
Political Science, Diplomacy, International Security, Public Diplomacy, International Relations, Government, Policy Analysis, Program Management, Human Rights, International..., Policy, Foreign Policy, Public Policy, Foreign Affairs, Politics, Capacity Building, International..., Rule Of Law
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Duke University 1991 — 1995
Bachelor's degree, Public Policy Studies
U.S. Department of State Congressional FellowSenator Orrin G. HatchJanuary 2015 - Present
U.S. Department of State 2012 - 2014
U.S. Embassy Lilongwe 2010 - 2012
U.S. Embassy The Hague 2008 - 2010
U.S. Embassy Islamabad 2006 - 2007
U.S. Embassy Georgetown 2004 - 2006
Corporate Executive Board 2003 - 2004
Wasserstein Perella 2000 - 2002
Trinity Associates 1997 - 2000
Skills
Political Science, Diplomacy, International Security, Public Diplomacy, International Relations, Government, Policy Analysis, Program Management, Human Rights, International..., Policy, Foreign Policy, Public Policy, Foreign Affairs, Politics, Capacity Building, International..., Rule Of Law
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1995 — 1997
Duke University 1991 — 1995
Bachelor's degree, Public Policy Studies
Clarence Schwab's Wasserstein Perella Experience 1999 - 2000
Job Managing Partner at Schwab Capital Management
Industry Financial Services
Experience
Schwab Capital Management April 2007 - Present
TSG Consumer Partners 2005 - 2007
Golub Capital 2000 - 2005
Wasserstein Perella 1999 - 2000
Enron Corporation 1996 - 1999
Schering-Plough Corporation 1991 - 1994
Skills
Budgets, Due Diligence, Private Equity, Banking, Valuation, Strategy, Management, Investment Banking, Mergers & Acquisitions, Finance, Investments, Mergers, Financial Modeling, Venture Capital, Business Strategy, Equities
Education
Harvard Business School 1994 — 1996
MBA, Finance Concentration
Columbia College (NY) 1987 — 1991
BA, Economics and History
Schwab Capital Management April 2007 - Present
TSG Consumer Partners 2005 - 2007
Golub Capital 2000 - 2005
Wasserstein Perella 1999 - 2000
Enron Corporation 1996 - 1999
Schering-Plough Corporation 1991 - 1994
Skills
Budgets, Due Diligence, Private Equity, Banking, Valuation, Strategy, Management, Investment Banking, Mergers & Acquisitions, Finance, Investments, Mergers, Financial Modeling, Venture Capital, Business Strategy, Equities
Education
Harvard Business School 1994 — 1996
MBA, Finance Concentration
Columbia College (NY) 1987 — 1991
BA, Economics and History
Mark R. Diamond's Wasserstein Perella Experience March 1999 - May 2000
Job Partner at Rimon
Industry Law Practice
Experience
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Rimon February 2012 - Present
Diamond Consulting August 2004 - February 2012
Cannell Capital LLC October 2002 - June 2004
Robertson Stephens May 2000 - July 2002
Wasserstein Perella March 1999 - May 2000
Deutsche Bank October 1996 - February 1999
Lehman Brothers April 1990 - September 1996
Coudert Brothers December 1980 - April 1990
Skills
Hedge Funds, Securities, Asset Management, Compliance, Investment Advisory, Trading, Asset Managment, Mergers & Acquisitions, Financial Services, Mergers, Investments, Capital Markets, Alternative Investments, Financial Structuring, Corporate Law
Education
USC Gould School of Law 1977 — 1980
J.D., Law
University of Michigan 1974 — 1977
B.G.S., General Studies
Richard Blann's Wasserstein Perella Experience June 2000 - May 2002
Job Director, Mergers & Acquisitions at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
KeyBanc Capital Markets September 2014 - Present
Jefferies & Company September 2010 - September 2014
Rothschild Inc. June 2004 - August 2010
Wasserstein Perella June 2000 - May 2002
Lazard Freres & Co. September 1999 - June 2000
Greenwich Associates September 1998 - September 1999
Skills
Mergers, Valuation, LBO, Acquisitions, Investment Banking, Financial Modeling, Corporate Finance, Due Diligence, Mergers & Acquisitions, Financial Analysis, Competitive Analysis, Divestitures, Corporate Development, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Brandeis University 1994 — 1998
B.A., with honors, Economics, American Studies
Westwood Highschool 1990 — 1994
Alan Biloski's Wasserstein Perella Experience 1990 - 1998
Job Senior Managing Director at Brock Capital Group LLC
Industry Biotechnology
Experience
Brock Capital Group LLC June 2013 - Present
DNANO, Inc. December 2007 - June 2013
Spring Bank Pharmaceuticals June 2012 - March 2013
Cornell University- SC Johnson Graduate School of Business 2001 - 2012
Spectral Genomics 2006 - 2007
Sagres 2003 - 2004
Adolor 2001 - 2003
Merrill Lynch July 1998 - April 2001
Eyetech Pharmaceuticals 1999 - 2001
Wasserstein Perella 1990 - 1998
Skills
Lifesciences, Biotechnology, Drug Discovery, Entrepreneurship, M&A experience, Pharmaceutical Industry, Creative Financing, Joint Ventures, Biochemistry, Venture Capital, Licensing, Strategic Partnerships, Clinical Research, Expert Witness, Agrochemicals, Nanotechnology, Patents, Technology Transfer, Commercialization, Mergers & Acquisitions, Valuation, Strategy, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance
Education
Columbia University 1982 — 1984
MBA, Banking, Corporate, Finance, and Securities Law
Cornell University 1978 — 1982
PhD, Chemistry
Yale University 1974 — 1978
BS, Chemistry
Brock Capital Group LLC June 2013 - Present
DNANO, Inc. December 2007 - June 2013
Spring Bank Pharmaceuticals June 2012 - March 2013
Cornell University- SC Johnson Graduate School of Business 2001 - 2012
Spectral Genomics 2006 - 2007
Sagres 2003 - 2004
Adolor 2001 - 2003
Merrill Lynch July 1998 - April 2001
Eyetech Pharmaceuticals 1999 - 2001
Wasserstein Perella 1990 - 1998
Skills
Lifesciences, Biotechnology, Drug Discovery, Entrepreneurship, M&A experience, Pharmaceutical Industry, Creative Financing, Joint Ventures, Biochemistry, Venture Capital, Licensing, Strategic Partnerships, Clinical Research, Expert Witness, Agrochemicals, Nanotechnology, Patents, Technology Transfer, Commercialization, Mergers & Acquisitions, Valuation, Strategy, Financial Modeling, Due Diligence, Investment Banking, Corporate Finance
Education
Columbia University 1982 — 1984
MBA, Banking, Corporate, Finance, and Securities Law
Cornell University 1978 — 1982
PhD, Chemistry
Yale University 1974 — 1978
BS, Chemistry
Tracy Dziedzic's Wasserstein Perella Experience 1993 - 1995
Job Director of Corporate Finance
Industry Renewables & Environment
Experience
Continental Wind Partners October 2008 - Present
ABN AMRO 2007 - 2008
ABN AMRO 2001 - 2008
ING Barings 1995 - 2001
Wasserstein Perella 1993 - 1995
Education
The University of Chicago 1989 — 1991
MBA, Finance
Boston University 1982 — 1986
BS, Business
Continental Wind Partners October 2008 - Present
ABN AMRO 2007 - 2008
ABN AMRO 2001 - 2008
ING Barings 1995 - 2001
Wasserstein Perella 1993 - 1995
Education
The University of Chicago 1989 — 1991
MBA, Finance
Boston University 1982 — 1986
BS, Business
Mark Bass's Wasserstein Perella Experience April 1990 - October 2002
Job Tax Director at GAMCO Investors, Inc.
Industry Financial Services
Experience
GAMCO Investors, Inc. September 2013 - Present
Forex Capital Markets August 2010 - August 2013
Liquidnet Group, Inc April 2007 - February 2010
Instinet Incorporated May 2005 - April 2007
MB Tax Consulting November 2002 - May 2005
Wasserstein Perella April 1990 - October 2002
Empire Blue Cross and Blue Shield November 1987 - April 1990
American Bakeries Company September 1985 - November 1987
Peat, Marwick, Mitchell & Co. June 1982 - December 1984
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Due Diligence, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Tax, SEC filings, Risk Management
Education
Drexel University - LeBow College of Business 1982 — 1985
BS in Accounting, Accounting
GAMCO Investors, Inc. September 2013 - Present
Forex Capital Markets August 2010 - August 2013
Liquidnet Group, Inc April 2007 - February 2010
Instinet Incorporated May 2005 - April 2007
MB Tax Consulting November 2002 - May 2005
Wasserstein Perella April 1990 - October 2002
Empire Blue Cross and Blue Shield November 1987 - April 1990
American Bakeries Company September 1985 - November 1987
Peat, Marwick, Mitchell & Co. June 1982 - December 1984
Skills
Sarbanes-Oxley Act, Accounting, Auditing, Due Diligence, Mergers & Acquisitions, Financial Reporting, Financial Analysis, Internal Controls, Financial Modeling, Tax, SEC filings, Risk Management
Education
Drexel University - LeBow College of Business 1982 — 1985
BS in Accounting, Accounting
Frank Maher's Wasserstein Perella Experience May 1999 - December 2001
Job Principal at Scout Strategic Advisors
Industry Investment Banking
Experience
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Scout Strategic Advisors January 2012 - Present
KeyBanc Capital Markets October 2009 - December 2011
Morgan Joseph & Co. April 2007 - October 2009
Dresdner Kleinwort January 2002 - December 2006
Wasserstein Perella May 1999 - December 2001
Lehman Brothers October 1996 - May 1999
The Chase Manhattan Bank May 1989 - September 1996
Skills
Food Industry, Beverage Industry, Alcoholic Beverages, Sporting Goods, Tobacco, Household Products, Consumer Products, Retail Industry, Strategic Advisory, Financial Advisory, Strategic Planning, Strategy Development, Mergers, Financial Analysis, Mergers & Acquisitions, Retail, Strategy, Housewares, Capital Structure, New Business Development, Management, Valuation, Finance, Investment Banking, Corporate Development, Due Diligence, Financial Modeling, Corporate Finance, Leveraged Finance, Private Placements, Venture Capital, Capital Markets, M&A experience
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
M.B.A., Finance and International Business
Columbia College (NY) 1981 — 1985
B.A., Psychology, Economics, and Art History
Hackley School 1979 — 1981
Roy Kelvin's Wasserstein Perella Experience 1996 - 2002
Job Chief Financial Officer at GI Partners
Industry Investment Management
Experience
GI Partners August 2014 - Present
Vector Capital November 2009 - August 2014
Zephyr Management, L.P. 2006 - June 2010
Wasserstein & Co. 2002 - 2006
Wasserstein Perella 1996 - 2002
Ryka Inc. 1992 - 1995
Grantchester Securities (Wasserstein Perella) 1989 - 1992
Arthur Andersen 1984 - 1989
Education
State University of New York College at Buffalo 1980 — 1984
B.S., Accounting & Finance
GI Partners August 2014 - Present
Vector Capital November 2009 - August 2014
Zephyr Management, L.P. 2006 - June 2010
Wasserstein & Co. 2002 - 2006
Wasserstein Perella 1996 - 2002
Ryka Inc. 1992 - 1995
Grantchester Securities (Wasserstein Perella) 1989 - 1992
Arthur Andersen 1984 - 1989
Education
State University of New York College at Buffalo 1980 — 1984
B.S., Accounting & Finance
William (Bill) Jones, CFA's Wasserstein Perella Experience 2000 - 2002
Job Research Analyst and Director of Corporate Access at Singular Research and Solaris Select Research
Industry Financial Services
Experience
Singular Research October 2008 - Present
Valuation Research Corporation 1999 - 2006
Dresdner Kleinwort 2000 - 2002
Wasserstein Perella 2000 - 2002
Credit Suisse 1999 - 1999
Skills
Equity Research, Alternative Investments, Equities, Special Situations, Portfolio Management, Financial Modeling, Value Investing, Business Valuation, Valuation, Investments, Equity Valuation, Asset Management, Hedge Funds, Capital Markets, Bloomberg
Education
Penn State University 1997 — 1999
MBA, Finance, Marketing
CFA Insitute 1996 — 1998
CFA, Equities
University of Scranton 1989 — 1993
B.S., Finance
Singular Research October 2008 - Present
Valuation Research Corporation 1999 - 2006
Dresdner Kleinwort 2000 - 2002
Wasserstein Perella 2000 - 2002
Credit Suisse 1999 - 1999
Skills
Equity Research, Alternative Investments, Equities, Special Situations, Portfolio Management, Financial Modeling, Value Investing, Business Valuation, Valuation, Investments, Equity Valuation, Asset Management, Hedge Funds, Capital Markets, Bloomberg
Education
Penn State University 1997 — 1999
MBA, Finance, Marketing
CFA Insitute 1996 — 1998
CFA, Equities
University of Scranton 1989 — 1993
B.S., Finance
Philip Blazek's Wasserstein Perella Experience 1996 - 2004
Job President, Special Diversified Opportunities Inc.
Industry Investment Management
Experience
Myers Industries April 2015 - Present
Special Diversified Opportunities Inc 2013 - Present
Korenvaes Management 2012 - 2012
Blazek Crow Holdings Capital 2008 - 2012
Greenway Capital (Equity Investment Fund) 2005 - 2008
Wasserstein Perella 1996 - 2004
Goldman Sachs 1991 - 1994
Skills
Private Equity, Investments, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Team Leadership, Strategy, Treasury Management, New Business Development
Education
Harvard Business School 1994 — 1996
MBA, Finance/General Management
Harvard University 1986 — 1990
A.B., Economics
Myers Industries April 2015 - Present
Special Diversified Opportunities Inc 2013 - Present
Korenvaes Management 2012 - 2012
Blazek Crow Holdings Capital 2008 - 2012
Greenway Capital (Equity Investment Fund) 2005 - 2008
Wasserstein Perella 1996 - 2004
Goldman Sachs 1991 - 1994
Skills
Private Equity, Investments, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Team Leadership, Strategy, Treasury Management, New Business Development
Education
Harvard Business School 1994 — 1996
MBA, Finance/General Management
Harvard University 1986 — 1990
A.B., Economics
James Cacioppo's Wasserstein Perella Experience 1993 - 1995
Job Managing Partner at One East Partners
Industry Investment Management
Experience
One East Partners President, Co Portfolio ManagerSandell Asset Management2000 - 2006
Halcyon Asset Management July 1995 - January 2000
Wasserstein Perella 1993 - 1995
Education
Harvard Business School 1987 — 1989
MBA
Colgate University 1980 — 1984
BS, Economics
One East Partners President, Co Portfolio ManagerSandell Asset Management2000 - 2006
Halcyon Asset Management July 1995 - January 2000
Wasserstein Perella 1993 - 1995
Education
Harvard Business School 1987 — 1989
MBA
Colgate University 1980 — 1984
BS, Economics
Mike Koczko's Wasserstein Perella Experience 1995 - 1997
Job VP SALT Tax Operations at CBS Corporation
Industry Accounting
Experience
CBS Corporation November 2005 - Present
Ernst & Young January 1997 - December 2005
Ernst and Young 1997 - 2005
Wasserstein Perella 1995 - 1997
IPG January 1993 - January 1995
Skills
Tax Accounting, Corporate Tax, Tax, Income Tax, International Tax, Tax Law, Sarbanes-Oxley Act, Tax Research, SEC filings, Accounting, Transfer Pricing, Sales Tax
Education
Fordham Gabelli School of Business 1991 — 1993
MS, Taxation
Fordham University 1987 — 1991
BS, Public Accounting
CBS Corporation November 2005 - Present
Ernst & Young January 1997 - December 2005
Ernst and Young 1997 - 2005
Wasserstein Perella 1995 - 1997
IPG January 1993 - January 1995
Skills
Tax Accounting, Corporate Tax, Tax, Income Tax, International Tax, Tax Law, Sarbanes-Oxley Act, Tax Research, SEC filings, Accounting, Transfer Pricing, Sales Tax
Education
Fordham Gabelli School of Business 1991 — 1993
MS, Taxation
Fordham University 1987 — 1991
BS, Public Accounting
Clifford Voges's Wasserstein Perella Experience 1994 - 1996
Job Vice President
Industry Financial Services
Experience
Capital Crossing Servicing Company LLC 2010 - Present
CBA Commercial, LLC 2006 - 2007
UBS 2001 - 2006
Koch Industries 1996 - 1997
Wasserstein Perella 1994 - 1996
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor Science, Finance, Management
Capital Crossing Servicing Company LLC 2010 - Present
CBA Commercial, LLC 2006 - 2007
UBS 2001 - 2006
Koch Industries 1996 - 1997
Wasserstein Perella 1994 - 1996
Skills
Investments
Education
University of Pennsylvania - The Wharton School 1980 — 1984
Bachelor Science, Finance, Management
David Keily's Wasserstein Perella Experience November 1999 - February 2000
Job General Counsel at Visium Asset Management, LP
Industry Financial Services
Experience
Visium Asset Management, LP June 2011 - Present
Catalyst Investment Management Co., LLC July 2005 - September 2011
KBC Alternative Investment Management September 2001 - July 2005
KBC Financial Products February 2000 - September 2001
Wasserstein Perella November 1999 - February 2000
D.E. Shaw & Co., L.P. June 1998 - November 1999
Northwestern University September 1996 - June 1998
Sacks Tierney September 1985 - June 1988
Education
Harvard University 1988 — 1996
Ph.D., Slavic Languages and Literatures
Stanford University Law School 1982 — 1985
J.D., Law
Harvard University 1978 — 1982
A.B., Slavic Languages and Literatures
Visium Asset Management, LP June 2011 - Present
Catalyst Investment Management Co., LLC July 2005 - September 2011
KBC Alternative Investment Management September 2001 - July 2005
KBC Financial Products February 2000 - September 2001
Wasserstein Perella November 1999 - February 2000
D.E. Shaw & Co., L.P. June 1998 - November 1999
Northwestern University September 1996 - June 1998
Sacks Tierney September 1985 - June 1988
Education
Harvard University 1988 — 1996
Ph.D., Slavic Languages and Literatures
Stanford University Law School 1982 — 1985
J.D., Law
Harvard University 1978 — 1982
A.B., Slavic Languages and Literatures
Brad Lindenbaum's Wasserstein Perella Experience 1998 - 2000
Job Chief Investment Officer at Stone Forest Capital, LLC
Industry Investment Management
Experience
Stone Forest Capital, LLC September 2014 - Present
Neon Liberty Capital March 2007 - July 2014
AllianceBernstein 2003 - 2007
BDC Financial 2001 - 2004
Wasserstein Perella 1998 - 2000
IFC - International Finance Corporation 1994 - 1996
Credit Suisse First Boston (Hong Kong) 1993 - 1994
Foreign Affairs College Beijing 1992 - 1993
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Princeton University 1988 — 1992
BA, Woodrow Wilson School of Public & International Affairs, Certificate in East Asian Studies
Stone Forest Capital, LLC September 2014 - Present
Neon Liberty Capital March 2007 - July 2014
AllianceBernstein 2003 - 2007
BDC Financial 2001 - 2004
Wasserstein Perella 1998 - 2000
IFC - International Finance Corporation 1994 - 1996
Credit Suisse First Boston (Hong Kong) 1993 - 1994
Foreign Affairs College Beijing 1992 - 1993
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Princeton University 1988 — 1992
BA, Woodrow Wilson School of Public & International Affairs, Certificate in East Asian Studies
Anthony Ilario's Wasserstein Perella Experience May 1995 - April 2000
Job Director of Operations at ITG
Industry Financial Services
Experience
ITG Director of OperationsINVESTMENT TECHNOLOGY GROUP, INC.
Investment Technology Group 2000 - Present
Wasserstein Perella May 1995 - April 2000
Skills
Asset Management, Bloomberg, Business Analysis, Capital Markets, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Management, Market Data, Portfolio Management, Risk Management, Securities, Series 24, Series 63, Series 7, Trading, Trading Systems, Financial Markets, Financial Services
Education
State University of New York College at Oswego 1989 — 1992
BA, English
ITG Director of OperationsINVESTMENT TECHNOLOGY GROUP, INC.
Investment Technology Group 2000 - Present
Wasserstein Perella May 1995 - April 2000
Skills
Asset Management, Bloomberg, Business Analysis, Capital Markets, Electronic Trading, Equities, Equity Trading, Fixed Income, Hedge Funds, Management, Market Data, Portfolio Management, Risk Management, Securities, Series 24, Series 63, Series 7, Trading, Trading Systems, Financial Markets, Financial Services
Education
State University of New York College at Oswego 1989 — 1992
BA, English
mario torsiello's Wasserstein Perella Experience September 2000 - October 2001
Job ceo at torsiello capital advisors
Industry Financial Services
Experience
torsiello capital advisors July 1978 - Present
Wasserstein Perella September 2000 - October 2001
KPMG US July 1978 - December 1986
Education
Fordham University 1974 — 1978
bs, accounting anf finace
msgr scanlan 1974 — 1978
torsiello capital advisors July 1978 - Present
Wasserstein Perella September 2000 - October 2001
KPMG US July 1978 - December 1986
Education
Fordham University 1974 — 1978
bs, accounting anf finace
msgr scanlan 1974 — 1978
Joe Perella's Wasserstein Perella Experience February 1988 - September 1993
Job Chairman and Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners June 2006 - Present
Morgan Stanley November 1993 - May 2005
Wasserstein Perella February 1988 - September 1993
The First Boston Corporation August 1972 - February 1988
Haskins & Sells June 1964 - August 1970
United States Air Force, New Jersey Air National Guard 108th Tactical Fighter Group July 1964 - June 1970
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 1970 — 1972
MBA, Finance, and Agribusiness
Lehigh University - College of Business and Economics 1960 — 1964
BS, Accounting, Finance
Perella Weinberg Partners June 2006 - Present
Morgan Stanley November 1993 - May 2005
Wasserstein Perella February 1988 - September 1993
The First Boston Corporation August 1972 - February 1988
Haskins & Sells June 1964 - August 1970
United States Air Force, New Jersey Air National Guard 108th Tactical Fighter Group July 1964 - June 1970
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 1970 — 1972
MBA, Finance, and Agribusiness
Lehigh University - College of Business and Economics 1960 — 1964
BS, Accounting, Finance
Barbara Katz's Wasserstein Perella Experience 1989 - 1993
Job Investment Banking Professional
Industry Investment Banking
Experience
RSL Management Company January 2012 - Present
Morgan Stanley Dean Witter September 1993 - May 2002
Wasserstein Perella 1989 - 1993
Education
City University of New York-Hunter College 1963 — 1966
bachelors, english
RSL Management Company January 2012 - Present
Morgan Stanley Dean Witter September 1993 - May 2002
Wasserstein Perella 1989 - 1993
Education
City University of New York-Hunter College 1963 — 1966
bachelors, english
Denise Kent's Wasserstein Perella Experience 1996 - 1997
Job
Industry
Experience
Banc of America Securities, 2001 - 2002
RHK 2000 - 2001
Scient 2000 - 2000
McKinsey & Company 1997 - 2000
Federal Reserve Bank of San Francisco December 1999 - December 1999
Wasserstein Perella 1996 - 1997
Columbia University Lamont Doherty Earth Observatory 1994 - 1996
St. John's University 1994 - 1996
Albertus Magnus High School 1992 - 1993
Skills
Deposits
Education
Saint John's University
MLS, Special Libraries
University of Scranton
Secondary Ed/English
Banc of America Securities, 2001 - 2002
RHK 2000 - 2001
Scient 2000 - 2000
McKinsey & Company 1997 - 2000
Federal Reserve Bank of San Francisco December 1999 - December 1999
Wasserstein Perella 1996 - 1997
Columbia University Lamont Doherty Earth Observatory 1994 - 1996
St. John's University 1994 - 1996
Albertus Magnus High School 1992 - 1993
Skills
Deposits
Education
Saint John's University
MLS, Special Libraries
University of Scranton
Secondary Ed/English
Joseph Gregurich's Wasserstein Perella Experience September 1997 - April 2003
Job Developer at Hedge Fund
Industry Investment Management
Experience
Centerbridge Partners February 2014 - Present
Jamann Group July 2013 - February 2014
Cerberus Capital Management May 2010 - July 2013
Silver Point Capital November 2007 - May 2010
Sungard VPM August 2003 - November 2007
Wasserstein Perella September 1997 - April 2003
Integrated Business Systems, Inc. 1991 - 1997
Education
State University of New York College at Oswego 1987 — 1990
BA, Computer Science
Centerbridge Partners February 2014 - Present
Jamann Group July 2013 - February 2014
Cerberus Capital Management May 2010 - July 2013
Silver Point Capital November 2007 - May 2010
Sungard VPM August 2003 - November 2007
Wasserstein Perella September 1997 - April 2003
Integrated Business Systems, Inc. 1991 - 1997
Education
State University of New York College at Oswego 1987 — 1990
BA, Computer Science
Ephraim Fields's Wasserstein Perella Experience January 1989 - May 1992
Job Founder of Echo Lake Capital
Industry Financial Services
Experience
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Toby Myerson's Wasserstein Perella Experience 1989 - 1990
Job Partner at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Industry Law Practice
Experience
Paul, Weiss, Rifkind, Wharton & Garrison LLP October 1981 - Present
Wasserstein Perella 1989 - 1990
Skills
Mergers, Corporate Finance, Corporate Governance, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Securities Regulation, Cross-border..., Corporate Law, Due Diligence, Licensing, Private Equity, Venture Capital, Restructuring, Litigation, Capital Markets, Management, Competition Law
Education
Harvard Law School 1972 — 1975
JD, Law
Yale University 1967 — 1971
BA
Paul, Weiss, Rifkind, Wharton & Garrison LLP October 1981 - Present
Wasserstein Perella 1989 - 1990
Skills
Mergers, Corporate Finance, Corporate Governance, Mergers & Acquisitions, Intellectual Property, Joint Ventures, Securities Regulation, Cross-border..., Corporate Law, Due Diligence, Licensing, Private Equity, Venture Capital, Restructuring, Litigation, Capital Markets, Management, Competition Law
Education
Harvard Law School 1972 — 1975
JD, Law
Yale University 1967 — 1971
BA
Tyrone Arthurton's Wasserstein Perella Experience 1997 - 2006
Job Tier II Technician at Walter Reed Army Medical Center
Industry Research
Experience
Walter Reed Army Medical Center September 2013 - Present
Halfaker and Associates, LLC December 2012 - June 2013
Princeton Data Source April 2007 - December 2012
Wasserstein Perella 1997 - 2006
Skills
Research, Strategic Planning, Strategy, Business Modeling, Social Media, Product Management, Business Strategy, Healthcare, Business Development, Event Planning, Competitive Analysis, User Experience, Usability Testing, Human Computer..., Due Diligence, Project Planning, Software Documentation, Customer Service, Network Security, Project Management, Public Speaking
Education
Strayer University (VA) 2012 — 2015
Master of Business Administration (M.B.A.), Project Management
ITT Technical Institute 2007 — 2011
information Systems Security
Walter Reed Army Medical Center September 2013 - Present
Halfaker and Associates, LLC December 2012 - June 2013
Princeton Data Source April 2007 - December 2012
Wasserstein Perella 1997 - 2006
Skills
Research, Strategic Planning, Strategy, Business Modeling, Social Media, Product Management, Business Strategy, Healthcare, Business Development, Event Planning, Competitive Analysis, User Experience, Usability Testing, Human Computer..., Due Diligence, Project Planning, Software Documentation, Customer Service, Network Security, Project Management, Public Speaking
Education
Strayer University (VA) 2012 — 2015
Master of Business Administration (M.B.A.), Project Management
ITT Technical Institute 2007 — 2011
information Systems Security
Beth Michelson's Wasserstein Perella Experience 1996 - 1999
Job Senior Managing Director at Cartesian Capital Group
Industry Investment Management
Experience
Cartesian Capital Group September 2006 - Present
PH Capital /AIG Capital Partners 1999 - 2005
Wasserstein Perella 1996 - 1999
Skills
Equities, Due Diligence, Investments, Financial Modeling, Mergers, Hedge Funds, Start-ups, Valuation, Private Equity, Emerging Markets, Venture Capital, Strategy, Business Strategy, Management Consulting, Portfolio Management, Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Columbia University - School of International and Public Affairs
MA, International Finance
East Brunsiwck High School
Cartesian Capital Group September 2006 - Present
PH Capital /AIG Capital Partners 1999 - 2005
Wasserstein Perella 1996 - 1999
Skills
Equities, Due Diligence, Investments, Financial Modeling, Mergers, Hedge Funds, Start-ups, Valuation, Private Equity, Emerging Markets, Venture Capital, Strategy, Business Strategy, Management Consulting, Portfolio Management, Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
Columbia Business School 1995 — 1997
MBA
University of Michigan 1987 — 1991
BA
Columbia University - School of International and Public Affairs
MA, International Finance
East Brunsiwck High School
Stephanie Lindsey's Wasserstein Perella Experience 1995 - 2000
Job at
Industry Nonprofit Organization Management
Experience
UT Southwestern August 2014 - Present
Dallas Leadership Foundation April 2009 - Present
FWBC Faith Formula Human Services May 2007 - January 2009
Southwest Securities February 2001 - January 2006
Spherion June 2000 - December 2000
Wasserstein Perella 1995 - 2000
Skills
Human Resources, Event Planning, Nonprofits, Outlook, PeopleSoft, Leadership Development, Leadership, Volunteer Management
Education
Dallas Baptist University
Psychology
UT Southwestern August 2014 - Present
Dallas Leadership Foundation April 2009 - Present
FWBC Faith Formula Human Services May 2007 - January 2009
Southwest Securities February 2001 - January 2006
Spherion June 2000 - December 2000
Wasserstein Perella 1995 - 2000
Skills
Human Resources, Event Planning, Nonprofits, Outlook, PeopleSoft, Leadership Development, Leadership, Volunteer Management
Education
Dallas Baptist University
Psychology
Fred Jasser's Wasserstein Perella Experience 2000 - 2004
Job Vice President at BDT Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
BDT Capital Partners, LLC 2011 - Present
Sears Holdings Corporation 2009 - 2011
Goldman Sachs 2004 - 2009
Wasserstein Perella 2000 - 2004
Price Waterhouse Coopers 1997 - 2000
Education
Northwestern University 1993 — 1997
B.A., Economics, Psychology, MMSS
BDT Capital Partners, LLC 2011 - Present
Sears Holdings Corporation 2009 - 2011
Goldman Sachs 2004 - 2009
Wasserstein Perella 2000 - 2004
Price Waterhouse Coopers 1997 - 2000
Education
Northwestern University 1993 — 1997
B.A., Economics, Psychology, MMSS
Curt Snyder, CFA, CPA's Wasserstein Perella Experience 1997 - 1999
Job Managing Member, Towercrest Capital Management
Industry Investment Management
Experience
Towercrest Capital Management 2009 - Present
Brigade Capital Management 2006 - 2009
Merrill Lynch Investment Managers 2001 - 2006
JPMorgan Chase 1999 - 2001
Wasserstein Perella 1997 - 1999
Ernst & Young 1992 - 1996
Education
Drexel University 1991 — 1994
Master of Business Administration (MBA), Finance
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Accounting
Towercrest Capital Management 2009 - Present
Brigade Capital Management 2006 - 2009
Merrill Lynch Investment Managers 2001 - 2006
JPMorgan Chase 1999 - 2001
Wasserstein Perella 1997 - 1999
Ernst & Young 1992 - 1996
Education
Drexel University 1991 — 1994
Master of Business Administration (MBA), Finance
Bloomsburg University of Pennsylvania 1985 — 1989
Bachelor of Science (B.S.), Accounting
Jamie Barker's Wasserstein Perella Experience May 1999 - June 2001
Job Head of Equity Sales and Trading at Maxim Group
Industry Financial Services
Experience
Maxim Group June 2010 - Present
ThinkEquity LLC 2003 - 2007
ThinkEquity LLC 2003 - 2007
Wasserstein Perella May 1999 - June 2001
CJ Lawrence Deutsche Bank January 1987 - April 1997
Skills
Equities, Series 7, Series 63, Series 24, Hedge Funds, Trading, Securities, Bloomberg, Capital Markets, Equity Research, Electronic Trading, Fixed Income, Investments, FINRA, Trading Systems, Options, Alternative Investments, Investment Banking, ETFs
Education
Iona College 1974 — 1978
Bachelor of Business Administration (BBA)
Maxim Group June 2010 - Present
ThinkEquity LLC 2003 - 2007
ThinkEquity LLC 2003 - 2007
Wasserstein Perella May 1999 - June 2001
CJ Lawrence Deutsche Bank January 1987 - April 1997
Skills
Equities, Series 7, Series 63, Series 24, Hedge Funds, Trading, Securities, Bloomberg, Capital Markets, Equity Research, Electronic Trading, Fixed Income, Investments, FINRA, Trading Systems, Options, Alternative Investments, Investment Banking, ETFs
Education
Iona College 1974 — 1978
Bachelor of Business Administration (BBA)
Stanley Shashoua's Wasserstein Perella Experience 1996 - 2002
Job SVP International Development at Simon Property Group
Industry Investment Management
Experience
Simon Property Group February 2013 - Present
LionArc Capital 2007 - Present
HRO Asset Management 2004 - 2007
GF Capital 2003 - 2004
Wasserstein Perella 1996 - 2002
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Wharton School, University of Pennsylvania 1994 — 1996
MBA, Finance
Brown University 1988 — 1992
BA, International Relations
Choate Rosemary Hall 1985 — 1988
HS
Simon Property Group February 2013 - Present
LionArc Capital 2007 - Present
HRO Asset Management 2004 - 2007
GF Capital 2003 - 2004
Wasserstein Perella 1996 - 2002
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
Wharton School, University of Pennsylvania 1994 — 1996
MBA, Finance
Brown University 1988 — 1992
BA, International Relations
Choate Rosemary Hall 1985 — 1988
HS
John Dawson's Wasserstein Perella Experience 1997 - 2001
Job Investment Management Professional
Industry Investment Management
Experience
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
LDR Capital Management 2012 - Present
U.S. Trust 2007 - 2011
Wall Street Access February 2007 - December 2007
Graham & Dodd Value Fund September 2006 - August 2007
The Stanford Group 2003 - 2005
Brean Murray, Carret & Co. 2002 - 2003
Wasserstein Perella 1997 - 2001
Bankers Trust 1995 - 1997
Gerard Klauer Mattison 1993 - 1995
Chemical Bank of New York 1983 - 1986
Skills
Series 7, Series 66, Investment Management, Marketing, Institutional Investors, Series 63, Securities, Investments, Portfolio Management, Asset Managment, Financial Services, Finance, Institutional..., Valuation, Alternative Investments, Asset Management, Equity Research, Capital Markets, Bloomberg, Uniform Combined State..., Banking, Asset Allocation, Investment Strategies, Wealth Management, Fixed Income
Education
Columbia University in the City of New York 1978 — 1982
Bachelor of Arts, Political Science
Trinity School 1966 — 1978
Christina Hartmann's Wasserstein Perella Experience 2000 - 2001
Job Agent at AFLAC
Industry Financial Services
Experience
AFLAC March 2007 - Present
Wasserstein Perella 2000 - 2001
Janney Montgomery Scott 1993 - 1998
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Client Relationship..., Writing Skills, Sales Management, Institutional Relations, Investor Relations, Organizational..., Office Management, CRM, Life Insurance, Microsoft Excel, Microsoft Word
Education
University of Kansas
BA, French Literature & Modern European History
Wellington School Ayr Scotland
AFLAC March 2007 - Present
Wasserstein Perella 2000 - 2001
Janney Montgomery Scott 1993 - 1998
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Client Relationship..., Writing Skills, Sales Management, Institutional Relations, Investor Relations, Organizational..., Office Management, CRM, Life Insurance, Microsoft Excel, Microsoft Word
Education
University of Kansas
BA, French Literature & Modern European History
Wellington School Ayr Scotland
David Randell's Wasserstein Perella Experience 1997 - 2004
Job Chief Investment Officer at R8 Capital Partners, LLC
Industry Investment Management
Experience
R8 Capital Partners, LLC 2013 - Present
AllianceBernstein 2007 - 2012
GTCR LLC 2004 - 2007
Wasserstein Perella 1997 - 2004
Skills
Alternative Investments, Separately Managed..., Investment Strategies, Equities, Mutual Funds, Equity Research, Performance Attribution, Series 7, Bloomberg, Portfolio Optimization, Asset Managment, Investment Management
Education
Harvard Law School
Doctor of Law (J.D.)
Princeton University
A.B.
R8 Capital Partners, LLC 2013 - Present
AllianceBernstein 2007 - 2012
GTCR LLC 2004 - 2007
Wasserstein Perella 1997 - 2004
Skills
Alternative Investments, Separately Managed..., Investment Strategies, Equities, Mutual Funds, Equity Research, Performance Attribution, Series 7, Bloomberg, Portfolio Optimization, Asset Managment, Investment Management
Education
Harvard Law School
Doctor of Law (J.D.)
Princeton University
A.B.
Jessica Michalski's Wasserstein Perella Experience April 1997 - January 2003
Job AVP Staff Accountant at Empire National Bank
Industry Banking
Experience
Empire National Bank April 2008 - Present
Lake Success Golf Course May 1993 - September 2003
Wasserstein Perella April 1997 - January 2003
Skills
Financial Analysis, Commercial Banking, Banking, Cash Management, Loans, Credit, Finance, Commercial Lending, Risk Management
Education
Saint Joseph's College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Plaza College 1995 — 1997
Associate's degree, Accounting
Empire National Bank April 2008 - Present
Lake Success Golf Course May 1993 - September 2003
Wasserstein Perella April 1997 - January 2003
Skills
Financial Analysis, Commercial Banking, Banking, Cash Management, Loans, Credit, Finance, Commercial Lending, Risk Management
Education
Saint Joseph's College 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Plaza College 1995 — 1997
Associate's degree, Accounting
Marc Utay's Wasserstein Perella Experience 1993 - 1999
Job Managing Partner at Clarion Capital Partners
Industry Financial Services
Experience
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Christina Hartmann's Wasserstein Perella Experience 1999 - 2001
Job Financial Service Professional at MassMutual Southern New England
Industry Financial Services
Experience
MassMutual Southern New England 2012 - Present
Wasserstein Perella 1999 - 2001
Janney Montgomery Scott 1993 - 1999
Skills
Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement, Life Insurance, Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Management, Access, Retirement Planning, Financial Goals, Long-term Care, Strategic Financial..., Mutual Funds
Education
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Wellington School, Ayr Scotland
Scottish 'O' Levels and Highers
MassMutual Southern New England 2012 - Present
Wasserstein Perella 1999 - 2001
Janney Montgomery Scott 1993 - 1999
Skills
Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement, Life Insurance, Insurance, Financial Planners, Whole Life, Employee Benefits, Financial Services, Management, Access, Retirement Planning, Financial Goals, Long-term Care, Strategic Financial..., Mutual Funds
Education
University of Kansas
Liberal Arts and Sciences/Liberal Studies
Wellington School, Ayr Scotland
Scottish 'O' Levels and Highers
Robert Gabriele's Wasserstein Perella Experience 1999 - 1999
Job Director, US Institutional Equity Sales at CLSA
Industry Capital Markets
Experience
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies
CLSA January 2015 - Present
Bank of America Merrill Lynch 2004 - 2014
Sanford C. Bernstein 2003 - 2004
Credit Suisse 2000 - 2002
Wasserstein Perella 1999 - 1999
Andersen Consulting 1995 - 1998
Skills
Equities, Financial Analysis, Capital Markets, Investments, Financial Modeling, Investment Banking, Portfolio Management, Valuation, Corporate Finance, Hedge Funds, Equity Research, Asset Management, Equity Sales, Investment Management
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (M.B.A.), Finance
Yale University 1991 — 1995
Bachelor’s Degree, Economics and International Studies
Merrill Lynch
Fifth Third Bank
Regions Financial Corporation
Washington Mutual
BBVA Compass
TCF Bank
Regions Bank
washington mutual bank